Q4 Earnings Season Begins with Tech Focus; S&P 500 Eyes 8.2% EPS Growth

The Q4 2025 earnings season intensifies this week with major tech companies including Microsoft (MSFT), Meta (META), Tesla (TSLA), and Apple (AAPL) reporting results. Analysts project an 8.2% year-over-year earnings per share increase for the S&P 500, potentially marking the index's tenth consecutive quarter of annual profit growth. As of January 23, 13% of S&P 500 companies have reported results, with Wall Street recently raising earnings expectations particularly for technology firms. Beyond Big Tech, reports are expected from UnitedHealth (UNH), Boeing (BA), Exxon Mobil (XOM), and other major corporations across sectors. Key themes include artificial intelligence, trade policies, and consumer economic trends that dominated markets throughout 2025.