Ed Yardeni, president of Yardeni Research, says earnings are driving the markets higher. He talks about raising his year-end forecast for the S&P 500 from 8,250 to 8,400. He also talks about the artificial intelligence trade "Bloomberg Surveillance.
Source: [Bloomberg Markets](https://www.bloomberg.com/news/videos/2026-08-12/yardeni-says-he-hasn-t-been-bullish-enough-on-earnings-video)