The David Lin Report · Thursday, July 2, 2026
Chris Galipeau anticipates a strong Q2 earnings season, expecting over 15% year-over-year growth, exceeding the consensus of 20%. He believes companies across sectors will highlight the use of AI to boost productivity and profitability, a theme consistent with previous quarters.
“I think Q2 is going to be going to be pretty good David you know Q1 was plus 25% year over year”
“The estimate for Q2 is north of 20% we're expecting something north of 15 year on year”
“I think we're going to hear more from companies in all sectors and all industries up and down the cap stack about using AI to you know increase productivity and profitability”