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

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

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

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

    80% confidence
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.
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