US Big Tech’s Superior Earnings Estimate Momentum - DataTrek Research
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US Big Tech’s Superior Earnings Estimate Momentum

By datatrekresearch in YouTube US Big Tech’s Superior Earnings Estimate Momentum

September 18, 2025

In today’s video, DataTrek co-founder Jessica Rabe shares an important fact we rarely see mentioned: US Big Tech – save TSLA – has superior earnings estimate momentum for calendar Q3/Q4 2025 and next year, much better than the S&P 500 as a whole. That helps explain why they are collectively up almost double the index YTD (+20.9 pct vs +12.2 pct). The best performing Big Tech stocks with double-digit YTD returns – NVDA, MSFT, GOOG, AVGO, and META – are also most leveraged to gen AI. That structural theme and strong positive underlying fundamentals should help US Big Tech drive US equities to new highs through year-end.

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