Every three months, we take a snapshot of the expectations for future earnings in the S&P 500 (SPX) at approximately the midpoint of the current quarter. The outlook for earnings has improved since last quarter's snapshot, with slightly higher earnings expected in the remaining quarters of 2025 than what was anticipated three months ago. The current projection for the S&P 500's earnings per share through the end of 2025 is $242.27, which would represent 15.3% year-over-year earnings growth over December 2024's finalized level of $210.17.
8:45am: Geopolitics, Fed in focus Stock futures leaned lower early Monday as investors braced for a week where geopolitics could set the tone. S&P 500 futures slipped about 0.1%, Dow futures hovered near flat, and contracts on the Nasdaq 100 edged down nearly 0.2%.
““… the S&P 500 Index (SPX - 6,389.45) has gone six consecutive days without a new all-time intraday high, its longest streak since mid-June. But on Friday, it closed just 0.32 points below last month's all-time closing high of 6,389.77, defying the broad strokes of caution that range from tariffs, poor seasonality, claims of euphoria…, and valuations…
The S&P 500 notched three new record highs this week but the rally fell short on Friday. The index ultimately finished the week up 0.9%, its fourth weekly gain in the past five weeks.
Many high-yield S&P 500 stocks are risky, but 19 'safer' dividend dogs have strong free cash flow to support payouts and are worth considering. Analyst forecasts suggest the top ten S&P 500 dividend dogs could deliver 23% to 40% net gains by August 2026, with moderate risk. A market correction or dividend increases could make all top ten 'safer' dividend dogs attractively priced, maximizing yield versus share price.
These companies have shown the largest increases in sales per share while also improving profit margins
Trade Desk's weak stock performance exemplifies how a place in the S&P 500 isn't always a boon for new entrants.
The stock-market rally is forcing Wall Street's top strategists to adjust their outlooks — again. But for everyday investors, the rush of optimism might be more danger than guide.
ETFs like VOO, SPY and IVV hit record highs as the S&P 500 tops 6,400, fueled by AI-led tech gains and rising hopes for Fed rate cuts.
To one strategist, Wall Street isn't nearly bullish enough on the transformational reform of the U.S. economy.
Consumers aren't yet paying the costs of higher tariffs on things like replacing a roof or remodeling a kitchen, says lender
ETFs saw $19B in inflows last week, led by fixed income, with XLC, VOO, IVV, VCSH and SGOV topping the asset creation list.