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

    80% confidence

  • We are now seeing a major AI acceleration

    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

  • 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

  • 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

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

    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

  • 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

  • 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

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

    80% confidence

Data points we hold from this source

Visa Inc. · revenue10.9 billion_USD
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Chip Boom Lifts Semiconductors as Export-Control Gaps Persist
AI infrastructure demand is fueling a broad semiconductor rally — Broadcom's AI chip revenue and Q4 guidance, Amazon's custom silicon crossing a $25B annual run rate, and bullish analyst calls on Micron and Sandisk tied to a memory chip boom underestimated even by bulls — with ASML rallying on sympathy. That momentum runs alongside unresolved US-China tech tensions: Belgium's arrest of a suspect for stealing chip technology for China and a blacklisted Chinese firm still acquiring Nvidia's top AI chips show export-control enforcement lagging the pace of AI chip demand.
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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
JPMorgan Chase & Co.
Both facts record the same attribute (net_income) for JPMorgan Chase & Co. in the identical fiscal period (Q1 2026) and observation date (2026-03-31), but report values that differ by approximately 1 billion times: $16,494,000,000 vs $16.49. These cannot both be true simultaneously. The discrepancy suggests either a unit mismatch (e.g., one is total net income, the other earnings per share mislabeled as net_income), a decimal point error, or data entry corruption. For the same entity, attribute, and time period, only one value can be correct.
We flag conflicts openly ›
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Earnings live: Verizon, Sandisk stocks surge to cap a Big Tech-heavy earnings week — Source | Via News | Finance Via News