Corporate Strength in a Shifting Climate: Q2 Results and Renewable Trends

This week’s Seaspray Private financial data insight we highlight the tail end of the Q2 earnings season, where 83% of S&P 500 companies exceeded expectations, led by AI and tech giants such as Palantir and AMD. Consumer and healthcare sectors also performed strongly, with McDonald’s, Uber, Disney, and Eli Lilly reporting robust results. In addition we focus on the growing electricity demands of AI infrastructure that is fuelling an urgent global transition toward renewable energy sources, highlighted by sharp year-on-year gains in clean power generation.