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Source document· February 4, 2026

Earnings live: Qualcomm stock dives as memory chip shortage weighs on outlook, Alphabet boosts AI spending

View original at finance.yahoo.com
Earnings live: Qualcomm stock dives as memory chip shortage weighs on outlook, Alphabet boosts AI spending 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…
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  • Mondelez is in a transitional phase as it seeks to stabilize volume declines and reinvest in its brands

    80% confidence

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

    80% confidence

  • As of Jan. 30, 33% of S&P 500 companies have reported fourth quarter results, and Wall Street analysts estimate an 11.9% increase in earnings per share for the fourth quarter

    80% confidence

  • While our near-term handsets outlook is impacted by industry-wide memory supply constraints, we are encouraged by end-consumer demand for premium and high tier smartphones, and remain on track to achieve our fiscal 2029 revenue goals

    80% confidence

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

    80% confidence

  • You probably noticed on recent news from the hyperscalers that they reconfirmed their capex plans for 2026 — this is also great news that supports these projects. Multi-tenant and new cloud players, they are so active, never seen them so active as they are today. If I'm to summarize the market picture here, lots of strength, and these projects will take years to complete. So that's what gives us the optimism in the future.

    80% confidence

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

    80% confidence

  • The backlog just keeps growing

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Q4 2026 Oncology Data Season and Biotech Capital Allocation: ESMO Readouts, Ivonescimab PDUFA, and Diverging Corporate Moves
Late-2026 biotech is driven by a dense catalyst calendar. ESMO 2026 delivers data from ivonescimab, Enhertu, R-DXd and bemarituzumab, and the FDA has set a 14 Nov PDUFA date for the ivonescimab BLA. Capital allocation is diverging. Krystal Biotech authorized a $400M buyback while lowering FY2026 spend guidance and pushing milestones into 2027. Spago is moving to delist from Nasdaq First North. The facts are clinical and corporate events, not AI or fintech, so the finance angle is limited to capital markets (buybacks, guidance, delistings, regulatory timelines).
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
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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Earnings live: Qualcomm stock dives as memory chip shortage weighs on outlook, Alphabet boosts AI spending — Source | Via News | ViaNews EU