Earnings Growth – Mag 7 and S&P 500 ex-Mag 7

Earnings Growth – Mag 7 and S&P 500 ex-Mag 7 Despite market volatility and a rocky start to the year, the “Magnificent Seven” tech giants are projected to continue their dominance in earnings growth throughout 2025, significantly outpacing the rest of the S&P 500. Image: J.P. Morgan Asset Management

Earnings Growth

Earnings Growth Goldman Sachs anticipates a more diversified earnings landscape for the S&P 500, with the dominance of the Magnificent Seven tech giants moderating as other companies pick up the pace. Image: Goldman Sachs Global Investment Research

YoY Earnings Growth and Average Outperformance of Beats

YoY Earnings Growth and Average Outperformance of Beats Despite strong U.S. corporate performance in the current earnings season, investor enthusiasm and market reactions are tempered by underlying concerns about tariffs, interest rates, and economic uncertainty. Image: Bloomberg

Nominal S&P 500 Earnings Growth – Nominal GDP Growth

Nominal S&P 500 Earnings Growth – Nominal GDP Growth The rapid acceleration of U.S. corporate earnings growth over the past three decades, which has outpaced the broader U.S. economy, is a key factor behind today’s high market valuations—a trend that may persist. Image: Deutsche Bank

Magnificent Seven’s YoY Earnings Growth

Magnificent Seven’s YoY Earnings Growth The Magnificent Seven’s earnings growth is slowing, while emerging technologies like DeepSeek underscore the importance of diversifying beyond these tech giants. Image: Bloomberg