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Category: Technology

SP 500 Earnings: What’s Expected for Q3 ’25 ? A Brief History on Tech Sector EPS Growth

September 28, 2025 Brian Gilmartin 2 Comments

Actual technology sector earnings were pretty strong for Q2 ’25: on July 3rd, ’25, the expected EPS growth for the…

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Posted in: Technology, Weekly Earnings Update

Tech Sector Revenue Growth has Been Accelerating Since Late ’22

August 6, 2025 Brian Gilmartin Leave a comment

Looking at the data in this weekend’s post on Q2 ’25 and Q3 ’25 SP 500 earnings, something caught my…

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Posted in: Technology

Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor

July 8, 2025 Brian Gilmartin Leave a comment

While the big tech companies for the most part don’t report until the 3rd or 4th week in July, looking…

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Posted in: SP 500's "upside surprise", Technology

IBM Post-Earnings Summary: Liking “IBM Light”: Buy IBM’s Pullback, as “Old Tech” Finds a Bid

November 4, 2024 Brian Gilmartin Leave a comment

When IBM reported their Q3 ’24 financial results, the night of October 23rd, ’24, the stock has had a nice…

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Posted in: CSCO, IBM, Technology

4 Reasons to Be Wary of Today’s Stock and Bond Market

November 3, 2024 Brian Gilmartin Leave a comment

1.) Looking at the sector weights in SP 500 market cap terms as of Friday night, 11/1/24, technology is 32%…

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Posted in: Corporate High Yield, Credit markets, Credit spreads, Financial sector, Financials, High-Yield Credit, JNK, Market-Cap weights, Technology, TLT, TNX, Treasuries

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Fundamentalis

  • SP 500 Earnings: All About Expected Q2 ’26 Results / Like Big Banks, Financials Here
  • Is Tech Sector Growth Sustainable and How are Expected Q2 ’26 SP 500 EPS Estimates Faring ?
  • Walmart Earnings Summary: Stock Testing 200-Day Moving Average After Earnings
  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story

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