Earnings Season to Put Wall Street’s Rotation Trade to the Test

Yahoo Finance Published Updated Stocks
Sign in to save

Affected assets and topics

S&P PROFIT EARNINGS

Why it 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.

Article tone

Neutral How the article is written, as reported by the source.

Expected market reaction

Bearish Confidence 80% How confidence is read Horizon: Short term Impact: Moderate

Market impact analysis based on bearish sentiment with 80% confidence.

Evidence trail

Evidence
Source Yahoo Finance
Claim Earnings Season to Put Wall Street’s Rotation Trade to the Test
AI inference Bearish · 80%
Generated 2026-01-13 15:25

AI provenance

Analysed by Llama 3.1 8B Instant (Groq) Methodology v1.0 Generated
Technical identifiers
Provider tag
groq-llama-3.1-8b-instant
Analysis version
groq-llama-3.1-8b-instant
Article id
32058

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.

Read the full article on Yahoo Finance

Original article published by Yahoo Finance on January 13, 2026. Analysis and insights provided by AnalystMarkets AI.

Related coverage