One number that tells you how important the mega caps are in the weeks ahead.

54% that's the earnings growth in the fourth quarter for the six biggest tech companies.

How does that stack up to the rest of the market?

Every single other stock combined?

It's not pretty.

It's Tuesday January 30th.

Welcome to the Tech Check Podcast.

I'm Deirdrebosa, and hello Mark Gilbert. Hello how you doing. This

week is the week of mega cap tech earnings. We've been talking about it. It's been all

over uh, cn't be seen b cn't see and we want to take a look sort of a larger look back today

before we get all the numbers and look at how tech is doing compared to the rest of

the market so 54% right you set it right off the top. That is the super six, the six biggest stocks.

Aggregate expected year over year earnings growth for the fourth quarter, D.

And something we didn't say on TV today,

but I think is a really important part

is NVIDIA makes up a lion's share of this, right?

It is still the giant in the room, but still the others.

These are just top-notch companies

with huge balance sheets with either very good growth

or Garpy growth, growth at a reasonable price.

And while revenue growth is kind of slowing it's more of your

mature, slightly more mature earnings growth still pretty stellar.

...