Group 1 - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2][4] - Analysts had initially expected an 8.3% increase in earnings per share before raising expectations, particularly for tech companies, which have been significant contributors to earnings growth in recent quarters [4] Group 2 - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies continuing to influence market dynamics [5] - Upcoming earnings reports will include updates from companies like Disney, Chipotle, PepsiCo, Uber, and Snap, indicating a broad range of sectors being analyzed [5]

Group 1 - The fourth quarter earnings season is gaining momentum, with major tech companies like Microsoft, Meta, Tesla, and Apple leading the earnings calendar [1] - A consensus is forming among analysts, with 13% of S&P 500 companies having reported fourth quarter results, and an estimated 8.2% increase in earnings per share for the quarter, marking the potential for the 10th consecutive quarter of annual earnings growth for the index [2] - Analysts had initially expected an 8.3% increase in earnings per share, a decrease from the previous quarter's 13.6% growth rate, but have since raised expectations, particularly for tech companies [3] Group 2 - The earnings season will not only focus on Big Tech but will also include updates from a diverse range of companies such as UnitedHealth, Boeing, General Motors, IBM, Starbucks, and others, indicating a broad economic impact [4][5]

Group 1 - The fourth quarter earnings season is gaining momentum, with major financial institutions like Charles Schwab and regional banks such as Fifth Third set to report results, alongside Netflix and Intel, which are expected to draw significant attention [1][5] - An optimistic consensus is emerging, with 7% of S&P 500 companies having reported fourth quarter results as of January 16, and analysts projecting an 8.2% increase in earnings per share for the quarter, marking the 10th consecutive quarter of annual earnings growth for the index if this trend continues [2] - Analysts had initially anticipated an 8.3% increase in earnings per share heading into the reporting period, a decrease from the previous quarter's 13.6% growth rate, but expectations have been raised recently, particularly for technology companies that have been key drivers of earnings growth [3] Group 2 - The current earnings season is expected to test the improved stock market breadth observed at the beginning of 2026, with ongoing themes from 2025, such as artificial intelligence and economic policies, continuing to influence market dynamics [4] - This week's earnings releases will also include reports from notable companies such as United Airlines, 3M Company, D.R. Horton, Johnson & Johnson, GE Aerospace, Procter & Gamble, Abbott Laboratories, and Capital One [5]

Group 1 - The fourth quarter earnings season has commenced with reports from Delta Air Lines and JPMorgan Chase, with more bank earnings expected later in the week [1][5] - Wall Street analysts predict an 8.3% earnings per share growth rate for S&P 500 companies in Q4, marking the 10th consecutive quarter of annual earnings growth if realized [2] - Analysts have increased earnings expectations for tech companies, which have been significant contributors to earnings growth in recent quarters, with a prior estimate of 7.2% for Q4 [3] Group 2 - The earnings season will test the improved stock market breadth observed at the beginning of 2026, with ongoing themes such as artificial intelligence and economic policies from the Trump administration influencing market dynamics [4] - Major financial companies scheduled to report earnings this week include Bank of New York Mellon, Bank of America, Citigroup, Wells Fargo, BlackRock, Goldman Sachs, and Morgan Stanley [5]

Core Insights - The fourth quarter earnings season is beginning with reports from Delta Air Lines and JPMorgan Chase, with additional bank earnings expected later in the week [1][5] - Analysts predict an 8.3% earnings per share growth rate for S&P 500 companies in Q4, marking the 10th consecutive quarter of annual earnings growth if this rate is achieved [2] - Earnings expectations have been raised for tech companies, which have been significant contributors to earnings growth in recent quarters [3] Earnings Expectations - The consensus estimate for S&P 500 fourth quarter earnings growth was previously at 7.2% as of September 30, indicating an upward revision in expectations [3] - Major financial companies reporting this week include Bank of New York Mellon, Bank of America, Citigroup, Wells Fargo, BlackRock, Goldman Sachs, and Morgan Stanley, alongside Delta and JPMorgan [5] Market Themes - The earnings season will test the improved stock market breadth observed at the start of 2026, with ongoing themes such as artificial intelligence and economic policies from the Trump administration continuing to influence market dynamics [4]

Core Insights - The fourth quarter earnings season has commenced with reports from Delta Air Lines and JPMorgan Chase, with more bank earnings expected later in the week [1] Group 1: Earnings Expectations - Wall Street analysts predict an 8.3% earnings per share growth rate for S&P 500 companies in Q4, marking the 10th consecutive quarter of annual earnings growth if achieved [2] - Analysts have increased earnings expectations for tech companies leading into the reporting period, with the consensus estimate for Q4 earnings growth previously at 7.2% as of September 30 [3] Group 2: Market Themes and Influences - The earnings season will test the improved stock market breadth observed at the start of 2026, with ongoing influences from themes such as artificial intelligence, tariff policies from the Trump administration, and a K-shaped consumer economy [4] Group 3: Upcoming Earnings Reports - Major financial companies scheduled to report earnings this week include Bank of New York Mellon on Tuesday, Bank of America, Citigroup, and Wells Fargo on Wednesday, and BlackRock, Goldman Sachs, and Morgan Stanley on Friday [5]