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Source document· January 30, 2026

Earnings live: Verizon, Sandisk stocks surge to cap a Big Tech-heavy earnings week

View original at finance.yahoo.com
Earnings live: Verizon, Sandisk stocks surge to cap a Big Tech-heavy earnings week The fourth quarter earnings season kicked into high gear this week, with results pouring in from Microsoft (MSFT), Meta (META), Tesla (TSLA), and Apple (AAPL)…
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What we drew from this source

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  • Since the beginning of 2025, Meta has seen a 30% increase in productivity from its engineers due to AI coding tools adoption, with power users seeing 80% output increase

    80% confidence

  • If the 11.9% 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

  • ExxonMobil is a fundamentally stronger company than it was just a few years ago, with transformation delivering a more resilient, lower-cost, technology-led business

    80% confidence

  • We're starting to see agents really work, which will unlock the ability to build completely new products and transform how we work

    80% confidence

  • We are now seeing a major AI acceleration

    80% confidence

  • 33% of S&P 500 companies have reported fourth quarter results as of Jan. 30, with Wall Street analysts estimating 11.9% increase in earnings per share

    80% confidence

  • This quarter's performance underscores agility in capitalizing on better product mix, accelerating enterprise SSD deployments, and strengthening market demand dynamics

    80% confidence

  • The fourth quarter capped an incredible year with strong demand for vacation experiences and robust financial results

    80% confidence

  • Profit growth benefited from resilient consumer spending and a strong holiday season

    80% confidence

  • This partnership is about reimagining how work gets done, putting power to build, deploy, and scale mission-critical applications into hands of every person

    80% confidence

  • The macroeconomic environment remains supportive with balanced job markets across the globe, underpinning healthy consumer and business spending, though ongoing geopolitical and economic uncertainty continues

    80% confidence

Data points we hold from this source

Visa Inc. · revenue10.9 billion_USD
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Q4 2026 Biotech Catalyst Window: ESMO Data, the Ivonescimab PDUFA and Small-Cap Delistings
Mid-October to November 2026 is a dense catalyst period for clinical-stage biotech. Positive late-stage readouts (ALOFT-IPF, TELIGAN, MIUDELLA, the duvakitug extension) and the ESMO 2026 presentations lead up to the FDA's 14 November PDUFA date for the ivonescimab BLA. At the opposite end of the market, Spago Nanomedical is moving to delist from Nasdaq First North, which shows how hard it is for micro-cap developers to fund themselves. Value is concentrating in companies with late-stage data and near-term regulatory outcomes.
Our read on the data ›
Signals we're tracking
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.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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Earnings live: Verizon, Sandisk stocks surge to cap a Big Tech-heavy earnings week — Source | Via News | ViaNews Market