Core Insights - The Tech sector is the primary driver of earnings growth, with expectations for continued growth into 2025 Q4 and beyond [2][3] Earnings Growth Expectations - For Q4 2025, Tech sector earnings are projected to increase by +15.4% year-over-year, supported by +16.3% higher revenues, marking the 10th consecutive quarter of double-digit earnings growth [2] - The overall S&P 500 earnings are anticipated to rise by +7.9% in Q4 2025, with revenues increasing by +8.2%, indicating a sustained positive earnings growth trend for the index [4] - In 2026, total S&P 500 earnings are expected to grow by +12.9%, with a notable drop to +9.3% when excluding the Tech sector's contributions [4] Sector Contributions - The Tech sector is projected to contribute +19.9% earnings growth in 2026, following a +20.0% growth in 2025 [5] - The 'Magnificent 7' companies, including NVIDIA, Apple, and Tesla, are expected to see Q4 earnings rise by +17.3% year-over-year, with revenues up by +16.5% [4] - Excluding the 'Magnificent 7', the rest of the S&P 500 index is expected to see only a +4.6% increase in Q4 earnings [4] Positive Estimate Revisions - The Tech sector has experienced consistent positive estimate revisions, indicating a strong growth outlook for both Q4 and the full year 2026 [6][7] - The Tech sector is expected to account for 35.9% of the S&P 500's total earnings over the next four quarters and currently represents 43.1% of the index's total market capitalization [14]

SharkNinja ( SN ) delivered very impressive growth since their spin-off in mid-2023, roughly quadrupling since then on the back of very impressive growth and expansion, currently still offering an opportunity to get aI've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I deci ...

The S&P 500 was hovering between gains and losses, while the Dow Jones Industrial Average edged up 28 points, or 0.1 per cent. The Nasdaq Composite was also marginally higher by 0.1 per cent. Both the S&P 500 and the Dow had closed at all-time highs in the previous session.US equity futures were mixed before the opening bell, with S&P 500 futures slipping less than 0.1 per cent, Dow futures rising 0.1 per cent and Nasdaq futures down 0.2 per cent.“Global uncertainty continues to deepen,” Tan Boon Heng of Mi ...

Private employers added 41,000 jobs in December, according to ADP’s latest data release on Wednesday, a modest rebound from November’s losses. But beneath the headline growth, the composition of hiring portrayed a far more fragile — and even frightening — picture of the underlying economy. Here's what to know. An ugly white-collar job contraction Job losses were heavily concentrated in sectors most closely tied to business confidence and corporate investment. Professional and business services lost 29, ...

Group 1 - The analyst has over a decade of experience researching various companies across different sectors, including commodities like oil, natural gas, gold, and copper, as well as technology firms such as Google and Nokia [1] - The analyst has transitioned from writing a personal blog to creating a value investing-focused YouTube channel, where extensive research on hundreds of companies has been conducted [1] - The analyst expresses a particular interest in covering metals and mining stocks, while also being comfortable with other industries such as consumer discretionary/staples, REITs, and utilities [1]

你有没有发现，身边那种"非名校不招"的硬杠杠，好像悄悄松动了？ 不是错觉——现在真有科技公司，愿意把高薪offer塞到高中生手里。有人一听就摇头，觉得这不就是炒作？可细想之下，人家招的不是"高中生"这个身份， 而是能直接上手写代码、跑模型、解决真实问题的人。GitHub上18岁以下用户的代码库一年涨了两倍多，你说这还只是"玩玩"？ 以前企业筛人靠学历，说白了是信息差：没法快速判断你行不行，干脆看毕业证省事。可现在呢？一个高中生把自己的项目挂上去，跑通了数据、解决了小 众需求，比一纸简历管用多了。某平台加了"作品集"入口后，带项目的求职者面试邀约率直接高出近一半——能力这东西，藏不住。 更关键的是，很多大学教的东西，企业早用不上了。AI一上手，基础编码、表格整理这些活儿分分钟被替代，公司真正缺的，是能问对问题、拆解复杂场 景、跨领域联动的人。这些本事，课堂不教，文凭也不写。 当然，别急着说"读书废了"。恰恰相反，学得更狠了，只是学法变了：有人啃开源项目到凌晨三点，有人边做边补哲学课，为的是练出真正的判断力。微学 位、认证课、实战营……路径多了，节奏快了，学得也更"狠"了。 可现实也得看清：金融、法律这些老行当， ...

Jeremy Szafron joins Kitco News as an anchor and producer from Kitco’s Vancouver bureau.  Jeremy is a seasoned journalist with a diverse background covering entertainment, current affairs and finance. Jeremy began his career in 2006 as a Journalist at CTV (Canada’s largest network), initially engaging audiences as an entertainment reporter before pivoting to business reporting focusing on mining and small-caps. His macro-financial and market trends analysis made him a sought-after commentator on CTV Mornin ...

Artificial intelligence spending and the growth of the private credit market aren’t just spurring companies to borrow more, they’re also helping to generate fresh records for corporate-bond trading. An average of $50 billion in investment-grade and high-yield bonds changed hands each trading day last year, according to Crisil Coalition Greenwich, a provider of research and data for the financial services industry. That marked a record level, up from $46 billion in 2024, the latest in a string of records ...

Copy link to section Valuations and bubble concerns are top of mind for investors as they start the new year after what can only be described as a blockbuster 2025. Still, Andrew Slimmon – a senior expert at Morgan Stanley – believes US megacap tech stocks are actually more attractive to own "now†than they were a year ago. His bullish remarks arrive at a time when the "Nasdaq-100†sits more than 50% above its 52-week low in early April. Valuation reset makes US tech stocks much more attractive Investors foll ...

Core Insights - Major technology companies are concluding 2025 with significant acquisitions, indicating a robust growth strategy and market confidence [1] Group 1: Company Activities - Several mega-cap tech firms are actively pursuing large-scale acquisitions to enhance their market positions and expand their capabilities [1] - These acquisitions are expected to drive innovation and create synergies within the tech industry, potentially leading to increased market share for the acquiring companies [1] Group 2: Industry Trends - The trend of consolidation among major tech players reflects a competitive landscape where companies are seeking to leverage scale and resources to stay ahead [1] - This wave of acquisitions may signal a shift in the tech industry towards more integrated solutions and services, catering to evolving consumer demands [1]