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Source document· February 6, 2026

Stocks to watch next week: BP, Barclays, AstraZeneca, Airbnb and Coinbase

View original at uk.finance.yahoo.com
Stocks to watch next week: BP, Barclays, AstraZeneca, Airbnb and Coinbase Earnings seasons is cooling down but investors will get updates from some heavyweights on both sides of the pond…
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  • Potential launch of advertising presents a meaningful incremental EBITDA opportunity for Airbnb

    80% confidence
  • Barclays previously guided that shareholder returns would be skewed more towards buybacks rather than progressive dividend policy and reiterated ambitious aim of £10bn of returns between 2024 and 2026

    80% confidence
  • AstraZeneca guidance for 2025 pointing to high single digit revenue growth and low double digit growth in adjusted earnings per share on constant currency basis

    80% confidence
  • BP expected to book write down of $4bn to $5bn primarily related to transition business

    80% confidence
  • Hotels on Airbnb platform expected to improve conversion rates in supply-constrained urban markets

    80% confidence
  • Airbnb is the world's largest travel brand without a loyalty programme or an advertising business, calling both something that we're absolutely looking at

    80% confidence
  • BP expected to report weak oil trading result for fourth quarter

    80% confidence
  • Barclays remains the preferred play in the UK banking sector by some distance

    80% confidence

Data points we hold from this source

Barclays · pre tax profit2.08 billion_GBP
Barclays · total income7.17 billion_GBP
Barclays · car finance provision325 million_GBP
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Frontier AI Slowdown Call Splits Industry, Rattles Capex-Sensitive Markets
Anthropic's Dario Amodei publicly called for a coordinated global slowdown in frontier AI development, a stance Microsoft echoed with a 'humanist' AI code of conduct, but Nvidia and Meta's CEOs rejected any coordinated pause days later, exposing a widening rift between safety-focused and growth-focused AI leaders. The dispute landed amid growing financial scrutiny of AI infrastructure spending — a hyperscaler capex analysis, FTC warnings against antitrust waivers for AI firms, and an 8.6% single-day stock drop in GE Vernova tied directly to the slowdown remarks — signaling investors are newly nervous about whether the AI capex boom (including Alphabet's projected $701B revenue narrative) can be justified if the pace of development itself becomes contested.
Our read on the data ›
Signals we're tracking
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
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.
We flag conflicts openly ›
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