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Source document· February 6, 2026

Earnings live: Amazon stock sinks, Philip Morris retreats, Reddit spikes as Wall Street focuses on guidance

View original at finance.yahoo.com
Earnings live: Amazon stock sinks, Philip Morris retreats, Reddit spikes as Wall Street focuses on guidance The fourth quarter earnings season momentum continues this week, as results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighted the calendar…
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  • E.l.f. remains confident in ability to grow market share and deliver best-in-class growth in beauty

    80% confidence
  • Peloton expects fiscal Q3 subscriptions to decrease 8% YoY to 2.65-2.67M

    80% confidence
  • Qualcomm expects fiscal Q2 revenue of $10.2-11B

    80% confidence
  • Strategy should hold bitcoin despite price decline

    80% confidence
  • E.l.f.'s value proposition, powerhouse innovation and disruptive marketing engine continue to fuel the brands

    80% confidence
  • Wall Street analysts estimate an 11.9% increase in earnings per share for Q4 2025 for S&P 500 companies

    80% confidence
  • Eaton's backlog just keeps growing due to AI hyperscaler demand

    80% confidence
  • E.l.f. Beauty expects full-year 2026 sales of $1.6-1.61B

    80% confidence
  • GE HealthCare expects 2026 adjusted profit per share of $4.95-5.15

    80% confidence
  • Qualcomm expects fiscal Q2 adjusted diluted EPS of $2.45-2.65

    80% confidence
  • Hyperscalers reconfirmed their capex plans for 2026, which is great news supporting Eaton's projects

    80% confidence
  • Despite continued impact of US tariffs, strong demand supported by product competitiveness has led to increased sales volumes

    80% confidence
  • Near-term handsets outlook is impacted by industry-wide memory supply constraints, but encouraged by end-consumer demand for premium smartphones

    80% confidence
  • Analysts were expecting 8.3% jump in EPS heading into reporting period, down from Q3's 13.6% earnings growth rate

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

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

    80% confidence
  • E.l.f. Beauty expects full-year 2026 EPS of $3.05-3.10

    80% confidence
  • Multi-tenant and new cloud players are more active than ever, and these projects will take years to complete

    80% confidence
  • Philip Morris expects 2026 earnings per share of $7.87 to $8.02

    80% confidence
  • GE HealthCare expects 2026 revenue growth of 3-4% YoY

    80% confidence
  • Peloton expects fiscal Q3 revenue of $605-625M, a 1% decline YoY

    80% confidence

Data points we hold from this source

Qualcomm Incorporated · eps2.78 USD
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What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
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
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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