By Bill Stone
Publication Date: 2026-01-25 12:00:00
AI‑Driven Markets: Big Tech Earnings and Shifting S&P 500 Trends
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It is the second busiest week of fourth-quarter earnings season, with 103 S&P 500 companies scheduled to report. Importantly, big tech company earnings begin, with four of the Magnificent 7 scheduled to release earnings. Beyond the four Magnificent 7, notable companies scheduled to report earnings include: Boeing (BA), General Dynamics (GD), Starbucks (SBUX), ServiceNow (NOW), Mastercard (MA), Sherwin-Williams (SHW), Honeywell International (HON), and ExxonMobil (XOM).
Earnings Season At A Glance
According to FactSet, 75% of S&P 500 companies are reporting earnings above the consensus estimates, with 13% of companies having released results.
4Q 2025 Earnings Season
Glenview Trust, FactSet, Bloomberg
Earnings Estimates Summary
Companies reporting and combining actual results with consensus estimates for companies yet to report, the S&P 500’s blended earnings growth rate for the quarter is unchanged for the week at…
