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

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

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

    80% confidence
  • Strategy should hold bitcoin despite price decline

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

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

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

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

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

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

    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
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
Our read on the data ›
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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.
Patterns we're watching ›
Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
We flag conflicts openly ›
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