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Source document· January 20, 2026

Earnings live: Netflix stock sinks, United Airlines pops as earnings pick up

View original at finance.yahoo.com
Earnings live: Netflix stock sinks, United Airlines pops as earnings pick up The fourth quarter earnings season is picking up speed. After several big banks reported last week, more financials will deliver results, with reports from Charles Schwab (SCHW) and regional banks like Fifth Third (FITB) on the schedule…
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  • 3M expects 2026 adjusted sales growth of around 4%, full-year adjusted EPS of $8.06, and operating cash flow of $2.3 billion

    80% confidence
  • The industrial sector has continued to see mixed signals, while some areas showed resilience, others faced continued headwinds that impacted demand and supply chains

    80% confidence
  • TSMC expects 2026 revenue to increase by close to 30% year over year as artificial intelligence supports strong demand for its chips

    80% confidence
  • In the last few days, the conversation around the rate cap has shifted more productively to options for customers to help them in the short term

    80% confidence
  • D.R. Horton expects full-year 2026 revenue in a range of $33.5 billion to $35 billion and to close 86,000 to 88,000 homes by year end

    80% confidence
  • Netflix will ramp up new content in the year ahead and pause its share repurchase program given the M&A deal with Warner Bros. Discovery

    80% confidence
  • TSMC expects Q1 2026 revenue of between $34.6 billion and $35.8 billion with gross profit margins between 63% and 65%

    80% confidence
  • Policy overhang and high expectations going into the quarter caused JPMorgan's underperformance, and policy changes can sometimes be risks as well as benefits

    80% confidence
  • State Street's digital asset platform launch marks a significant step in their digital asset strategy, enabling institutions to confidently embrace tokenization

    80% confidence
  • Products like bank smartly, more sophisticated pricing capabilities, and investments in branches and training drove consumer deposit performance

    80% confidence
  • As of Jan. 16, 7% of S&P 500 companies have reported fourth quarter results, and Wall Street analysts estimate an 8.2% increase in earnings per share for Q4. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth

    80% confidence
  • The only negative point in big bank results was really investment banking, which could rebound in coming quarters as deals get pushed out

    80% confidence
  • Commercial real estate loans showed modest growth after 11 quarters of decline

    80% confidence
  • An interest rate cap is not something Citigroup would or could support, and would likely result in a significant slowdown in the economy. Affordability is clearly an important issue to collaborate with the administration on

    80% confidence
  • C.C. Wei dismissed AI bubble concerns

    80% confidence
  • 2025 was an important year for 3M as they build a strong foundation that is reshaping their operating model and driving sustainable value creation

    80% confidence
  • Netflix guided for Q1 operating margin of 32.1%

    80% confidence
  • Over 90% of U.S. Bancorp clients would see a detrimental impact if 10% credit card rate cap were enacted, and 50% would face a crushing impact

    80% confidence
  • While Fastenal hasn't seen declines in heavy manufacturing markets, demand has been flat and they're not seeing the economy improve

    80% confidence
  • Bank of America is all in for affordability but limiting credit card interest rates would have adverse effects

    80% confidence
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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.
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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.
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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.
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