In April 2025, tariff announcements led to downward revisions in earnings estimates, but delays and lower-than-expected rates resulted in analysts revising estimates higher for companies like 3M, Proctor & Gamble, and McCormick. Tariffs continue to impact margins for multiple companies, hindering earnings outlooks. Q4 earnings show +14% growth in earnings and +8.3% in revenues for S&P 500 members.

The AI revolution is creating millionaires, but lesser-known AI firms may offer more lucrative opportunities than popular stocks. Investing in AI companies addressing global challenges could yield significant profits in the future. For more information on stock recommendations and analysis, check out Zacks Investment Research for insights on companies like Procter & Gamble, 3M, and McCormick.

Read more at Nasdaq: The Earnings Impact of Tariffs