Home / Business and Economy / Big Tech Earnings: Profit Surge or Slowdown?
Big Tech Earnings: Profit Surge or Slowdown?
30 Jan
Summary
- S&P 500 companies are showing 8.2% earnings growth in Q4.
- Tech stocks continue to lead earnings growth for the tenth quarter.
- Market breadth and themes like AI, tariffs, and consumer economy persist.
The fourth quarter earnings season is in full swing, with major tech firms such as Microsoft, Meta, Tesla, and Apple releasing their results. As of January 23, 2026, 13% of S&P 500 companies have reported, with analysts projecting an 8.2% increase in earnings per share. This trend would signify the tenth consecutive quarter of annual earnings growth for the index.
While Big Tech continues to dominate, this earnings period will also gauge the improved stock market breadth observed at the start of 2026. Persistent themes from 2025, including artificial intelligence, the Trump administration's economic policies, and a K-shaped consumer economy, remain crucial for investors to monitor.
A wide array of companies across various sectors, including UnitedHealth, Boeing, General Motors, and Exxon Mobil, are also set to release their earnings updates.
