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Earnings Season to Put Wall Street’s Rotation Trade to the Test
Market Intelligence Analysis
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Why This Matters
Earnings season is approaching, and investors are concerned about the rotation trade, as Big Tech is expected to drive profit growth, while non-tech earnings are expected to decelerate.
Market Impact
Market impact analysis based on bearish sentiment with 80% confidence.
Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
The problem for any jittery investors is that Big Tech is still poised to be the dominant contributor to fourth-quarter profit growth among S&P 500 Index firms. Tech firms in the index are estimated to show year-over-year earnings growth of 20%, while non-tech earnings expansion is slated to decelerate from 9% to just 1%, according to data from Bank of America Corp.
Original article published by
Unknown
on January 13, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.