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Source document· January 21, 2026

Earnings live: Netflix stock tumbles, Johnson & Johnson falls, Halliburton and United Airlines climb

View original at finance.yahoo.com
Earnings live: Netflix stock tumbles, Johnson & Johnson falls, Halliburton and United Airlines climb The fourth quarter earnings season is picking up speed…
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  • Over 90% of U.S. Bancorp's clients would see a detrimental impact if a 10% credit card rate cap were enacted, and 50% would face a crushing impact

    80% confidence
  • 3M expects temporary charges from tariffs and stranded costs from removing PFAS materials from products

    80% confidence
  • The digital asset platform launch marks a significant step in State Street's digital asset strategy, enabling institutions to confidently embrace tokenization as part of their core strategy

    80% confidence
  • Commercial real estate loans showed modest growth after 11 quarters of decline

    80% confidence
  • For 2026, 3M expects adjusted sales growth of around 4% for full-year adjusted EPS of $8.06, with full-year operating cash flow expected to be $2.3B

    80% confidence
  • For Q1 2026, Netflix guided for an operating margin of 32.1%

    80% confidence
  • D.R. Horton reiterated full-year 2026 guidance for revenue in range of $33.5B to $35B, expecting to close 86,000 to 88,000 homes by year end

    80% confidence
  • The industrial sector has continued to see mixed signals. While some areas showed resilience, others faced continued headwinds that impacted demand and supply chains.

    80% confidence
  • 2025 was an important year for 3M as the company builds a strong foundation that is reshaping operating model and driving sustainable value creation

    80% confidence
  • The effectiveness of products like bank smartly, more sophisticated pricing capabilities, and significant overhaul of skills, training, digital tools and incentives, together with investments in branches drove Q4 performance

    80% confidence
  • For Q1 2026, TSMC expects revenue between $34.6B and $35.8B, with gross profit margins between 63% and 65%

    80% confidence
  • TSMC dismissed AI bubble concerns

    80% confidence
  • In the last few days, the conversation around the rate cap has shifted more productively to options for customers to help them in the short term

    80% confidence
  • Netflix will ramp up new content in the year ahead and pause its share repurchase program given the M&A deal with Warner Bros. Discovery

    80% confidence
  • Heavy manufacturing markets haven't seen declines but demand has been flat, with no year-over-year usage growth

    80% confidence
  • As of Jan. 16, 7% of S&P 500 companies have reported fourth quarter results, and Wall Street analysts estimate an 8.2% increase in earnings per share for Q4. If that holds, it would represent the 10th consecutive quarter of annual earnings growth for the index.

    80% confidence
  • TSMC expects 2026 revenue to increase by close to 30% year over year as artificial intelligence supports strong demand for chips

    80% confidence
  • ExxonMobil's CEO called Venezuelan oil investments 'uninvestable'

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
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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