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Source document· February 6, 2026

Earnings live: Amazon, Reddit stocks sink to cap jam-packed earnings week

View original at finance.yahoo.com
Earnings live: Amazon, Reddit stocks sink to cap jam-packed earnings week The fourth quarter earnings season momentum continues this week, as results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighted the calendar…
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  • If the 13% earnings growth rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the S&P 500 and the fifth consecutive quarter of double-digit growth

    80% confidence
  • Strategy's capital structure is stronger and more resilient today than ever before

    80% confidence
  • HODL (hold on for dear life) in response to bitcoin sell-off

    80% confidence
  • Peloton expects subscriptions to decrease by 8% year over year to 2.65-2.67 million in fiscal Q3, with revenue of $605-$625 million (1% decline year over year)

    80% confidence
  • Despite the continued impact of US tariffs, strong demand supported by product competitiveness has led to increased sales volumes, and we achieved a high level of profit due to price revisions

    80% confidence
  • Qualcomm expects fiscal Q2 revenue of $10.2-$11 billion and adjusted EPS of $2.45-$2.65

    80% confidence
  • You probably noticed on recent news from the hyperscalers that they reconfirmed their capex plans for 2026 — this is also great news that supports these projects. Multi-tenant and new cloud players, they are so active, never seen them so active as they are today. If I'm to summarize the market picture here, lots of strength, and these projects will take years to complete. So that's what gives us the optimism in the future

    80% confidence
  • Our value proposition, powerhouse innovation and disruptive marketing engine continue to fuel our brands. We remain confident in our ability to grow market share and deliver best-in-class growth in beauty

    80% confidence
  • 59% of S&P 500 companies have reported fourth quarter results as of Feb. 6, 2026, with analysts estimating 13% increase in earnings per share

    80% confidence
  • Philip Morris expects earnings per share of $7.87 to $8.02 in 2026

    80% confidence
  • The backlog just keeps growing with data center orders tripling and multi-tenant and cloud players being more active than ever

    80% confidence
  • While our near-term handsets outlook is impacted by industry-wide memory supply constraints, we are encouraged by end-consumer demand for premium and high tier smartphones, and remain on track to achieve our fiscal 2029 revenue goals

    80% confidence
  • Three themes emerged from Q4 earnings season: AI investment momentum, consumer spending patterns, and margin pressures

    80% confidence
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Ce que nous observons
AI Boom Hits a Fork: Slowdown Calls Clash with Capex Confidence as Markets Get Nervous
Dario Amodei's repeated calls for a global slowdown in frontier AI development, echoed by Microsoft's new humanist AI code of conduct and FTC antitrust caution, are being publicly rejected by Nvidia and Meta leadership even as hyperscaler spending draws fresh skeptical scrutiny (Wachter's analysis, Burry-style overbuilding worries) and weak guidance from Adobe and a post-slowdown-comment selloff in GE Vernova signal investor jitters. Meanwhile wealth and security effects of the AI race keep compounding — Zhang Yiming's fortune surging on AI-driven ByteDance value, a Chinese hacking firm weaponizing AI against stolen government secrets, and low-quality AI-generated products (an AI sitcom, a spam-flooding agent platform) fueling backlash even as adoption races ahead.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Berkshire Hathaway
Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.
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