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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
“Revenue of 13.4 trillion yen ($85 billion) was also ahead of estimates of 12.8 trillion yen ($81 billion), according to S&P Global Market Intelligence.”
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  • 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
  • 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
  • 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
  • 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
  • Qualcomm expects fiscal Q2 revenue of $10.2-$11 billion and adjusted EPS of $2.45-$2.65

    80% confidence
  • HODL (hold on for dear life) in response to bitcoin sell-off

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

    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
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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