Trading Insights

NASDAQ 100

Earnings Visibility Improves as 2026 Growth Narrative Strengthens

The Nasdaq 100 remains cautiously bullish, supported by improving earnings visibility and expectations of economic reacceleration in 2026. While near-term technicals remain soft, corporate profitability—driven by consumption growth and government spending—continues to strengthen the medium-term outlook.

The next leg of earnings growth is increasingly expected to come from memory and semiconductor firms, with recent upside surprises from Micron and Seagate reinforcing the AI-driven demand thesis.

Key Levels: Support 24,649.30 | Resistance 25,816.50

Investor Takeaway: RSI continues to trend lower below its MA, but emerging MACD buying pressure suggests downside momentum may be fading ahead of a potential 2026 re-rating.

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