VIDEO: Why Big Tech Earnings Could Be an Inflection Point for the S&P 500
Our roadmap for the week ahead: earnings, economic data, and Powell.
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We have a big week ahead of us, and in today’s Pro Portfolio video, Chris Versace breaks down what the Portfolio will be focusing on, including the importance of second-half 2025 EPS expectations for the S&P 500.
Chris explains why earnings this week from Meta META, Microsoft MSFT, Amazon AMZN, and Apple AAPL, and big tech capital spending plans telegraphed for Nvidia NVDA could signal we are at an important inflection point for H2 2025 S&P 500 EPS expectations.
We also discuss why an increasingly overbought market could be underwhelmed by Fed Chair Powell’s presser comments Wednesday afternoon. As Chris shared this morning, that keeps us cautious, especially if an overbought market melts up further today and tomorrow.
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At the time of publication, TheStreet Pro Portfolio was long META, MSFT, AMZN and AAPL.
