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Source document· January 23, 2026

Earnings live: Intel stock plunges, with more Big Tech earnings from Apple, Microsoft, and Tesla ahead

View original at finance.yahoo.com
Earnings live: Intel stock plunges, with more Big Tech earnings from Apple, Microsoft, and Tesla ahead The fourth quarter earnings season kicks into high gear in the week ahead, with Big Tech results from Microsoft (MSFT), Meta (META), Tesla (TSLA), and Apple (AAPL) headlining the earnings calendar…
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  • Global inventories of copper on exchanges have risen in recent months during a period of sharp increases in copper prices. Most analysts project the market will be tightly balanced during 2026 with some projecting deficits and others small surpluses.

    80% confidence
  • Our fourth quarter and full year results reflect solid top line growth and strong and stable credit performance. Years of strategic preparation and our choices to consistently invest to sustain long-term growth and returns enable our results and put us in a strong position going forward.

    80% confidence
  • Doesn't see any real hurdles to resuming Grasberg mine operations as planned in Q2 2026

    80% confidence
  • Seeing sales growth in categories in US and Europe, albeit at a slower pace. Consumer is choosing to be more diligent in using pantry inventory and dosing products more carefully. None of this is untypical and won't sustain. Categories will return to 3-4% growth over time.

    80% confidence
  • The K-shaped economy powers trade-down in basics but trade-up within the more discretionary Beauty sub-sector

    80% confidence
  • Wall Street analysts estimate 8.2% increase in EPS for Q4 2025 for S&P 500. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth.

    80% confidence
  • The continued top-line strength for the core consumer segment is still a key differentiator for McCormick

    80% confidence
  • Company has confidence in plans to deliver stronger results in second half of fiscal year. Remains committed to integrated growth strategy and opportunity to reinvent P&G as the CPG company of the future.

    80% confidence
  • National security business continues to see good growth and prospects, and civil business is starting to reignite. The market feels like it's at an inflection point.

    80% confidence
  • Grasberg mine closure impacted copper volumes by 10% for 2025 compared to forecasts

    80% confidence
  • The environment across key markets is marked by volatility and continued pressure from inflation, geopolitical and trade uncertainty, threat of rising unemployment, and overall consumer confidence remains low

    80% confidence
  • The company saw improvement in demand profile across every segment of the business, with premium and loyalty as biggest drivers, and positive trends in Main Cabin

    80% confidence
  • While anticipated some moderation in client trading activity towards back end of year, instead saw acceleration in activity, which contributed to higher volume-related costs including performance-based compensation

    80% confidence
  • Consumers, especially low- to middle-income households, continue to make more frequent trips to the store while purchasing fewer units per trip, a trend that started early in the year and accelerated through Q4

    80% confidence
What we know · the intelligence behind this page
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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.
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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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Earnings live: Intel stock plunges, with more Big Tech earnings from Apple, Microsoft, and Tesla ahead — Source | Via News | ViaNews EU