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

    80% confidence
  • We are now seeing a major AI acceleration

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

    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
  • 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
  • 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
  • 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
  • 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

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Visa Inc. · revenue10.9 billion_USD
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Obesity and Immunology Readouts, Big Pharma M&A and AI-Designed Drugs Converge Into a Q4 2026 Catalyst Wave
Late-stage data and deal activity are clustering ahead of Q4 2026. Novo Nordisk's CagriSema won Best Abstract at EASD 2026 for its brain and body (fMRI/MRI) data, Lilly showed ADtouch results for EBGLYSS and agreed to buy Merida Biosciences for $2.9B, and Merck's tulisokibart hit its Phase 2b endpoints. A key regulatory catalyst follows: the FDA PDUFA date for the ivonescimab BLA on 2026-11-14. AI-designed rentosertib showing anti-aging effects adds a speculative AI-drug-discovery thread, while QAIAx's microcities trial and QIII pilot (planned 2027-01-01) are peripheral, forecast-only items.
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Señales que seguimos
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Donde las fuentes discrepan
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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Earnings live: Verizon, Sandisk stocks surge to cap a Big Tech-heavy earnings week — Source | Via News | es.VIA.NEWS