Morgan Stanley says tech-led U.S. earnings are driving stocks more than Middle East conflict concerns, with Q2 S&P 500 earnings up 2% and full-year 2026 and forward 12-month earnings up 3% and 4%, respectively.Abstract: This piece outlines Morgan Stanley strategists' view that strong US corporate earnings, particularly in technology, are the main driver of stock-market strength relative to Middle East conflict concerns. It notes that Q2 earnings expectations rose 2%, while 2026 and forward 12-month earnings expectations increased by 3% and 4%, respectively.

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2026-05-04 23:03:37

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Morgan Stanley strategists said strong U.S. corporate earnings, especially in technology, are having a greater effect on the stock market than Middle East conflict concerns, as second-quarter S&P 500 earnings expectations rose 2% over the past month. The report said full-year 2026 and forward 12-month earnings expectations rose 3% and 4%, respectively.

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Morgan Stanley Says Tech Earnings Outweigh Iran Conflict for Stocks

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