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News articleYahoo Finance· February 4, 2026

Earnings live: Supermicro, Eli Lilly stocks pop on upbeat forecasts, AMD and Uber slide

View original at finance.yahoo.com
Earnings live: Supermicro, Eli Lilly stocks pop on upbeat forecasts, AMD and Uber slide The fourth quarter earnings season momentum continues this week, with results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighting the calendar…
Opening lines of the source · Yahoo Finance · short snapshot — read the full document at the original

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  • Throughout 2025, we executed effectively despite a challenging first half, maintaining operational discipline while advancing our strategic priorities in software defined vehicles and physical AI

    80% confidence
  • Remains on track to deliver 133MW of critical IT load to CoreWeave in the first half of 2026

    80% confidence
  • Wall Street analysts estimate 11.9% increase in earnings per share for Q4 2025

    80% confidence
  • Pressured by weaker US retail spending and slow growth within its branded checkout segment

    80% confidence
  • Mondelez is in a transitional phase as it seeks to stabilize volume declines and reinvest in its brands

    80% confidence
  • Same-store sales fell in the fourth quarter and expects no sales growth in 2026 as it continued to navigate a decline in traffic

    80% confidence
  • If 11.9% EPS growth rate holds, it would represent the 10th consecutive quarter of annual earnings growth for S&P 500

    80% confidence
  • Hoping demand for weight-loss drugs rises as it gets ready to release oral weight-loss pill this year

    80% confidence
  • Loss in crypto-driven revenue reflects a softer macro environment and lower industry trading volumes and onchain activity

    80% confidence
  • There's no guarantee the company won't be disrupted by artificial intelligence but the company's investments in AI are paying off

    80% confidence
  • Continued strong demand for AI servers driven by companies expanding data center capacity

    80% confidence
  • Analysts were expecting 8.3% jump in earnings per share heading into reporting period

    80% confidence

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What we're seeing
Enterprise Software Races to Govern and Consolidate Around Agentic AI
Enterprise software vendors are repositioning around autonomous AI agents. Salesforce is acquiring Braze, ServiceNow is launching agent governance tools (AI Passport, Super Intelligence Control Tower), SAP is pushing its 'Autonomous Enterprise', and Zeta is launching AthenaOS and its own inference model. Palantir is embedding itself in banking, aviation and sovereign AI infrastructure through partnerships with Customers Bank, Surf Air, Ondas and Armada. Governance, data sovereignty and enforced policy are emerging as preconditions for regulated sectors like finance. Investors such as Norwest see room to disrupt ERP and finance software, and they caution that AI should not be trusted with financial calculations. Consolidation and shareholder disputes (Salesforce/Braze, Tiny/Oso Cloud, ZenaTech/Boardwalktech) show the market reshaping.
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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
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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