Mary Ellen talks about a market that is reaching new highs because many companies are reporting good earnings. More than 70% of the S&P 500 companies earned more than analysts expected.
She shows how strong results from big‑tech firms, artificial‑intelligence companies, and chip makers are lifting the market. Those results are the main reason the market is climbing.
Mary also points out which groups are leading the rally. Some software companies, energy firms, and industrial businesses that support data centers and other infrastructure are doing well. Other parts of the market are still weak.
The episode first aired on May 1, 2026, and new videos from Mary Ellen are released every Friday.
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