"Fourth-quarter 2025 S&P 500 earnings expanded 13.4% while revenue grew 9.2%, according to the U.S. Bank Asset Management Group analysis of company SEC filings, while Morgan Stanley's Global Investment Committee projects 15% earnings-per-share growth for full-year 2026. That pace beats the long-term average and comes despite energy costs."
"Microsoft reported fiscal second-quarter 2026 revenue of $81.3 billion, up 17% year-over-year. Cloud revenue rose 26%. The results outpaced the S&P 500 average and beat consensus estimates by 3%. Nvidia generated data-center revenue of $62.3 billion in its fiscal fourth quarter, up 75% year-over-year."
"The One Big Beautiful Bill Act, signed in mid-2025, made 2017 tax cuts permanent and restored 100% bonus depreciation plus immediate R&D expensing, starting in January. These changes cut effective tax rates and free up cash for investment and shareholder returns."
From Election Day 2024 to April 10, 2026, the S&P 500 returned 12.8%. Despite volatility from higher oil prices and tariffs, corporate earnings remained strong. Fourth-quarter 2025 earnings grew 13.4%, with revenue up 9.2%. Projections indicate 15% earnings-per-share growth for 2026. The One Big Beautiful Bill Act, signed in 2025, made tax cuts permanent and enhanced cash flow for investments. Positive sentiment readings indicate opportunities for investors to strategically increase exposure without chasing the entire index.
Read at 24/7 Wall St.
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