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Source document· April 18, 2026

Record Highs in the S&P 500 Show Selling on War Headlines Is Usually a Mistake

View original at nasdaq.com
Record Highs in the S&P 500 Show Selling on War Headlines Is Usually a Mistake Key Points The S&P 500 index reached record highs on April 16 despite the volatility of the Iran war…
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What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • Most recent wars have not had a significant long-term impact on the stock market

    60% confidence

  • S&P 500 profit margins were at new highs of 15% as of early April

    60% confidence

  • Wall Street analysts expect 12% earnings growth from the S&P 500 for the current quarter

    60% confidence

  • A close connection doesn't exist between recent wars and long-term stock market performance, whether involving smaller countries like Kosovo or Iraq, or major exporters like Russia and Ukraine

    60% confidence

Data points we hold from this source

S&P 500 · stock price7041.28 index_points
S&P 500 · ytd return2.9 percent
S&P 500 · return since march 30 low11 percent
S&P 500 · profit margin15 percent
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Boom Meets Valuation Jitters: Funding Surges While Bellwether Stocks Wobble
A dense wave of AI-sector funding (Socure, Stability AI, Emerald AI, Generalist AI, Gatik, Regent Craft and others closing rounds on the same day) and strong enterprise-automation earnings (UiPath raising full-year guidance) point to continued heavy capital deployment into AI infrastructure, fintech-adjacent AI, and agentic automation. Yet Palantir's stock fell even after winning the Army's high-profile TITAN contract, and commentary (e.g., the Alphabet bull case citing AI capex and regulatory risk) signals growing investor unease about whether current AI valuations and spending levels are sustainable.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
JPMorgan Chase & Co.
Both facts represent the same entity (JPMorgan Chase & Co.), same attribute (EPS), and same observation date (2025-12-31), which aligns with FY 2025 year-end reporting. Fact A explicitly states FY 2025 with EPS of 20.02 USD/share. Fact B has an unspecified fiscal period (N/A) but reports 4.63 USD, a significantly different value (4.3x lower). Given identical observation dates and the same metric, both facts appear intended to represent FY 2025 annual EPS. The conflicting values (20.02 vs 4.63) constitute a direct contradiction. The N/A period in Fact B suggests incomplete or corrupted metadata rather than legitimate time-period variation.
We flag conflicts openly ›
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