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Source document· February 6, 2026

Earnings live: Amazon stock sinks, Philip Morris retreats, Reddit spikes as Wall Street focuses on guidance

View original at finance.yahoo.com
Earnings live: Amazon stock sinks, Philip Morris retreats, Reddit spikes as Wall Street focuses on guidance 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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  • Strategy should hold bitcoin despite price decline

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

    80% confidence
  • Wall Street analysts estimate an 11.9% increase in earnings per share for Q4 2025 for S&P 500 companies

    80% confidence
  • E.l.f. Beauty expects full-year 2026 EPS of $3.05-3.10

    80% confidence
  • Multi-tenant and new cloud players are more active than ever, and these projects will take years to complete

    80% confidence
  • GE HealthCare expects 2026 adjusted profit per share of $4.95-5.15

    80% confidence
  • Qualcomm expects fiscal Q2 adjusted diluted EPS of $2.45-2.65

    80% confidence
  • GE HealthCare expects 2026 revenue growth of 3-4% YoY

    80% confidence
  • Peloton expects fiscal Q3 revenue of $605-625M, a 1% decline YoY

    80% confidence
  • Hyperscalers reconfirmed their capex plans for 2026, which is great news supporting Eaton's projects

    80% confidence
  • Despite continued impact of US tariffs, strong demand supported by product competitiveness has led to increased sales volumes

    80% confidence
  • Near-term handsets outlook is impacted by industry-wide memory supply constraints, but encouraged by end-consumer demand for premium smartphones

    80% confidence
  • Eaton's backlog just keeps growing due to AI hyperscaler demand

    80% confidence
  • E.l.f. Beauty expects full-year 2026 sales of $1.6-1.61B

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

    80% confidence
  • Peloton expects fiscal Q3 subscriptions to decrease 8% YoY to 2.65-2.67M

    80% confidence
  • Qualcomm expects fiscal Q2 revenue of $10.2-11B

    80% confidence
  • If 11.9% EPS growth holds, it would represent the 10th consecutive quarter of annual earnings growth for S&P 500 and fifth consecutive quarter of double-digit growth

    80% confidence
  • E.l.f.'s value proposition, powerhouse innovation and disruptive marketing engine continue to fuel the brands

    80% confidence
  • Analysts were expecting 8.3% jump in EPS heading into reporting period, down from Q3's 13.6% earnings growth rate

    80% confidence
  • E.l.f. remains confident in ability to grow market share and deliver best-in-class growth in beauty

    80% confidence

Data points we hold from this source

Qualcomm Incorporated · eps2.78 USD
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Vertical AI Agents Attract a Funding Wave Across Fintech-Adjacent Industries
A cluster of AI-native startups applying autonomous agents to narrow, operational problems — hotel front-desk staffing (Dextr AI), identity/fraud risk for financial institutions (Baselayer), insurance distribution (Napo, Connie Health, MGT Insurance) — closed seed-to-Series A rounds within days of each other in September 2026, with CB Insights running a coordinated CEO interview series to spotlight them. The pattern points to agentic AI maturing from generic chat tools into vertical, revenue-generating products, with identity verification for AI agents themselves (Baselayer) emerging as a new fintech infrastructure category responding directly to AI-driven fraud risk.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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