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S&P 500 Earnings Beat Rate at 84% as Next Week Turns to CPI, PCE and AI Infrastructure Results

With 88% of S&P 500 companies having reported, 84% beat EPS consensus versus a five-year average of 78%, though the average beat was 2.7% against 7.5% historically. Investors next week turn to October CPI on Tuesday and core PCE on Friday. Cisco reports Thursday, with attention on progress toward its $7.5 billion annual AI infrastructure order target, while CoreWeave reports Tuesday amid focus on AI data-center buildout, contract backlog and rising borrowing costs facing new cloud providers.

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