NEW YORK (Reuters) -With more than half of second quarter earnings reported and stocks near record highs, company results have reassured investors about the artificial intelligence trade that has energized Wall Street, even if tariff worries curtailed buying. With results in from 297 of the S&P 500 companies as of Thursday, year-on-year earnings growth for the second quarter is now estimated at 9.8%, up from 5.8% estimated growth on July 1, according to LSEG data. “The earnings season has been unambiguously better than expected,” Art Hogan, chief market strategist at B. Riley Wealth in Boston, said.