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Source document· January 30, 2026

Earnings live: Verizon, Sandisk stocks surge to cap a Big Tech-heavy earnings week

View original at finance.yahoo.com
Earnings live: Verizon, Sandisk stocks surge to cap a Big Tech-heavy earnings week The fourth quarter earnings season kicked into high gear this week, with results pouring in from Microsoft (MSFT), Meta (META), Tesla (TSLA), and Apple (AAPL)…
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  • Since the beginning of 2025, Meta has seen a 30% increase in productivity from its engineers due to AI coding tools adoption, with power users seeing 80% output increase

    80% confidence

  • 33% of S&P 500 companies have reported fourth quarter results as of Jan. 30, with Wall Street analysts estimating 11.9% increase in earnings per share

    80% confidence

  • The fourth quarter capped an incredible year with strong demand for vacation experiences and robust financial results

    80% confidence

  • We're starting to see agents really work, which will unlock the ability to build completely new products and transform how we work

    80% confidence

  • If the 11.9% EPS 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

  • This quarter's performance underscores agility in capitalizing on better product mix, accelerating enterprise SSD deployments, and strengthening market demand dynamics

    80% confidence

  • This partnership is about reimagining how work gets done, putting power to build, deploy, and scale mission-critical applications into hands of every person

    80% confidence

  • The macroeconomic environment remains supportive with balanced job markets across the globe, underpinning healthy consumer and business spending, though ongoing geopolitical and economic uncertainty continues

    80% confidence

  • Profit growth benefited from resilient consumer spending and a strong holiday season

    80% confidence

  • We are now seeing a major AI acceleration

    80% confidence

  • ExxonMobil is a fundamentally stronger company than it was just a few years ago, with transformation delivering a more resilient, lower-cost, technology-led business

    80% confidence

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Visa Inc. · revenue10.9 billion_USD
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Enterprise AI Agents Scale Up Through Partnerships and Funding, But Data Readiness Lags Ambition
A wave of vertical AI-agent startups (Swarm, Veridox, Avallon AI, DA2, F2, Earthian, Meanwhile, Covecta, Penguin AI, Maisa AI) is being funded and profiled just as major infrastructure players — Microsoft/Mistral, Siemens/NVIDIA, and Manulife/Microsoft — cement enterprise AI governance and compute partnerships. Yet a Google Cloud report shows AI agents still lack access to the majority of company data (only 45% on average), and insider selling at incumbent C3.ai signals investor caution even as adoption intent (100% planned agentic AI use within two years) races ahead of actual data infrastructure.
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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
Berkshire Hathaway
Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.
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Earnings live: Verizon, Sandisk stocks surge to cap a Big Tech-heavy earnings week — Source | Via News | ViaNews EU