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Source document· January 21, 2026

Earnings live: Netflix stock tumbles, Johnson & Johnson falls, Halliburton and United Airlines climb

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Earnings live: Netflix stock tumbles, Johnson & Johnson falls, Halliburton and United Airlines climb The fourth quarter earnings season is picking up speed…
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  • 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 holds, it would represent the 10th consecutive quarter of annual earnings growth for the index.

    80% confidence
  • The effectiveness of products like bank smartly, more sophisticated pricing capabilities, and significant overhaul of skills, training, digital tools and incentives, together with investments in branches drove Q4 performance

    80% confidence
  • For 2026, 3M expects adjusted sales growth of around 4% for full-year adjusted EPS of $8.06, with full-year operating cash flow expected to be $2.3B

    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
  • Heavy manufacturing markets haven't seen declines but demand has been flat, with no year-over-year usage growth

    80% confidence
  • 3M expects temporary charges from tariffs and stranded costs from removing PFAS materials from products

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

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

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

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

    80% confidence
  • TSMC dismissed AI bubble concerns

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

    80% confidence
  • TSMC expects 2026 revenue to increase by close to 30% year over year as artificial intelligence supports strong demand for 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
  • For Q1 2026, Netflix guided for an operating margin of 32.1%

    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
  • D.R. Horton reiterated full-year 2026 guidance for revenue in range of $33.5B to $35B, expecting to close 86,000 to 88,000 homes by year end

    80% confidence
  • ExxonMobil's CEO called Venezuelan oil investments 'uninvestable'

    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.
We flag conflicts openly ›
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