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Source document· February 9, 2026

Earnings live: Cleveland-Cliffs stock slides after revenue miss, Monday.com stock tanks

View original at finance.yahoo.com
Earnings live: Cleveland-Cliffs stock slides after revenue miss, Monday.com stock tanks The fourth quarter earnings season is more than halfway over, and the S&P 500 is on track for solid earnings growth…
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  • If the 13% EPS 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
  • 59% of S&P 500 companies have reported fourth quarter results as of Feb. 6, and Wall Street analysts estimate a 13% increase in earnings per share for the fourth quarter

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

    80% confidence
  • Monday.com expects first quarter revenue of $338 million to $340 million and operating income of $37 million to $39 million

    80% confidence
  • Cleveland-Cliffs expects to ship 16.5 million to 17 million tons of steel in 2026

    80% confidence
  • Peloton expects subscriptions to decrease by 8% year over year to a range of 2.65 million to 2.67 million in fiscal Q3 and revenue between $605 million and $625 million, a 1% decline year over year

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

    80% confidence
  • Three themes emerging from Q4 earnings season: capital expenditures and artificial intelligence, particularly in Big Tech; how companies are thinking about tariffs; and the K-shaped consumer

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

    80% confidence
  • Cleveland-Cliffs performance in 2025 was negatively affected by persistently weak production levels from the automotive sector, an expiring five-year slab contract becoming value-destructive, and a newly adverse dynamic in the Canadian market

    80% confidence
  • e.l.f.'s value proposition, powerhouse innovation and disruptive marketing engine continue to fuel the brands and the company remains confident in its ability to grow market share and deliver best-in-class growth in beauty

    80% confidence
  • As 2026 started, the negative situations affecting Cleveland-Cliffs have all improved

    80% confidence
  • HODL (hold on for dear life)

    80% confidence
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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.
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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
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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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