Insights

Market intelligence and strategic insights from our strategists.

What did we learn from the US third-quarter 2025 earnings season?

14 November 2025

How did big tech perform and how did markets react? The third-quarter 2025 US earnings season delivered robust earnings growth, particularly in the technology sector, but market reactions were mixed….

What were the highlights from the US second quarter 2025 earnings season?

28 August 2025

US corporate profits in the second quarter (Q2) of 2025 have proven resilient, with the S&P 500 reporting 12.9% earnings growth and 80% of results exceeding investor expectations1. However, results…

How is AI impacting the Magnificent 7’s performance?

25 July 2025

How have the Magnificent 7 fared in 2025? The Magnificent 7 tech stocks, Nvidia, Microsoft, Apple, Amazon, Meta, Tesla, and Alphabet, now account for around 35% of the S&P 500…

Nvidia posts record profit: How do they fit into the AI supply chain?

27 February 2025

How does the AI supply chain work? In 2024 210 companies in the S&P 500 commented on AI opportunities in their second quarter results presentations, up from the 5-year average…

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