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News articleYahoo Finance· February 4, 2026

Earnings live: Supermicro, Eli Lilly stocks pop on upbeat forecasts, AMD and Uber slide

View original at finance.yahoo.com
Earnings live: Supermicro, Eli Lilly stocks pop on upbeat forecasts, AMD and Uber slide 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…
Opening lines of the source · Yahoo Finance · short snapshot — read the full document at the original

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  • Throughout 2025, we executed effectively despite a challenging first half, maintaining operational discipline while advancing our strategic priorities in software defined vehicles and physical AI

    80% confidence
  • Remains on track to deliver 133MW of critical IT load to CoreWeave in the first half of 2026

    80% confidence
  • Wall Street analysts estimate 11.9% increase in earnings per share for Q4 2025

    80% confidence
  • Pressured by weaker US retail spending and slow growth within its branded checkout segment

    80% confidence
  • Mondelez is in a transitional phase as it seeks to stabilize volume declines and reinvest in its brands

    80% confidence
  • Same-store sales fell in the fourth quarter and expects no sales growth in 2026 as it continued to navigate a decline in traffic

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

    80% confidence
  • Hoping demand for weight-loss drugs rises as it gets ready to release oral weight-loss pill this year

    80% confidence
  • Loss in crypto-driven revenue reflects a softer macro environment and lower industry trading volumes and onchain activity

    80% confidence
  • There's no guarantee the company won't be disrupted by artificial intelligence but the company's investments in AI are paying off

    80% confidence
  • Continued strong demand for AI servers driven by companies expanding data center capacity

    80% confidence
  • Analysts were expecting 8.3% jump in earnings per share heading into reporting period

    80% confidence

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What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Pharma Pipeline Catalysts and M&A Heat Up as AI-Designed Drugs Enter the Clinic
Late-September 2026 brought a dense run of clinical readouts: Novo Nordisk's CagriSema data at EASD, Lilly's ADtouch results for EBGLYSS, and Merck's tulisokibart Phase 2b result. Lilly's $2.9B Merida Biosciences acquisition and the 2026-11-14 FDA PDUFA date for ivonescimab sit alongside these as the main deal and regulatory events. AI-designed drugs such as rentosertib, and speculative AI-linked trial ventures such as QAIAx, are moving from hype toward clinical validation. Broader AI-sector regulatory and legal friction (Tesla Cybercab probe, xAI Minnesota ruling, OpenAI lawsuits) shows rising scrutiny that could spill into AI-driven healthcare.
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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
Patterns we're watching ›
Where sources disagree
Apple Inc.
The observation date (2025-12-27) precedes Q1 2026, making it logically impossible to have actual Q1 2026 cash data at that point. Q1 2026 would not end until March 31, 2026. Additionally, the magnitude of the difference ($45.3B vs $132.42) is implausibly large even as a normal quarterly change for Apple. While different fiscal periods can show different values, the timing relationship here suggests a data integrity issue rather than legitimate period-over-period variation.
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