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Source document· February 9, 2026

Earnings live: Cleveland-Cliffs stock slides after revenue miss, Monday.com stock tanks

View original at finance.yahoo.com
Earnings live: Cleveland-Cliffs stock slides after revenue miss, Monday.com stock tanks The fourth quarter earnings season is more than halfway over, and the S&P 500 is on track for solid earnings growth…
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  • Despite the continued impact of US tariffs, strong demand supported by product competitiveness has led to increased sales volumes, and Toyota achieved a high level of profit due to price revisions

    80% confidence
  • HODL (hold on for dear life)

    80% confidence
  • Philip Morris expects earnings per share of $7.87 to $8.02 in 2026

    80% confidence
  • Three themes emerging from Q4 earnings season: capital expenditures and artificial intelligence, particularly in Big Tech; how companies are thinking about tariffs; and the K-shaped consumer

    80% confidence
  • Peloton expects subscriptions to decrease by 8% year over year to a range of 2.65 million to 2.67 million in fiscal Q3 and revenue between $605 million and $625 million, a 1% decline year over year

    80% confidence
  • Monday.com expects first quarter revenue of $338 million to $340 million and operating income of $37 million to $39 million

    80% confidence
  • Cleveland-Cliffs expects to ship 16.5 million to 17 million tons of steel in 2026

    80% confidence
  • Cleveland-Cliffs performance in 2025 was negatively affected by persistently weak production levels from the automotive sector, an expiring five-year slab contract becoming value-destructive, and a newly adverse dynamic in the Canadian market

    80% confidence
  • e.l.f.'s value proposition, powerhouse innovation and disruptive marketing engine continue to fuel the brands and the company remains confident in its ability to grow market share and deliver best-in-class growth in beauty

    80% confidence
  • As 2026 started, the negative situations affecting Cleveland-Cliffs have all improved

    80% confidence
  • If the 13% 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
  • 59% of S&P 500 companies have reported fourth quarter results as of Feb. 6, and Wall Street analysts estimate a 13% increase in earnings per share for the fourth quarter

    80% confidence
  • Strategy's capital structure is stronger and more resilient today than ever before

    80% confidence
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Agentic AI Rewires Enterprise Software: Platform Incumbents, Governance, and a Funded Startup Wave
Enterprise software is being rebuilt around autonomous AI agents. Incumbents and large platforms (SAP with its Autonomous Suite and Joule, Zeta with AthenaOS/AIM/Athena MCP, Meta with its new Enterprise Platform) are racing to own the agent layer. Meanwhile, seed and Series A money flows to finance-office and vertical startups (Dextr, Latitude, Dentira, Light), and consolidation continues through acquisitions (Tiny–Oso Cloud, Harvey–Guardrails AI). Investor commentary stresses that AI is better at disrupting around the edges of systems of record than at replacing them, that it should not be trusted with finance calculations, and that governance must be enforced by the system rather than left to agents.
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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.
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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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