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Source document· February 4, 2026

Earnings live: Qualcomm stock dives as memory chip shortage weighs on outlook, Alphabet boosts AI spending

View original at finance.yahoo.com
Earnings live: Qualcomm stock dives as memory chip shortage weighs on outlook, Alphabet boosts AI spending 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…
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  • As of Jan. 30, 33% of S&P 500 companies have reported fourth quarter results, and Wall Street analysts estimate an 11.9% increase in earnings per share for the fourth quarter

    80% confidence

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

    80% confidence

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

    80% confidence

  • You probably noticed on recent news from the hyperscalers that they reconfirmed their capex plans for 2026 — this is also great news that supports these projects. Multi-tenant and new cloud players, they are so active, never seen them so active as they are today. If I'm to summarize the market picture here, lots of strength, and these projects will take years to complete. So that's what gives us the optimism in the future.

    80% confidence

  • The backlog just keeps growing

    80% confidence

  • If 11.9% EPS growth rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the S&P 500 index and the fifth consecutive quarter of double-digit growth

    80% confidence

  • While our near-term handsets outlook is impacted by industry-wide memory supply constraints, we are encouraged by end-consumer demand for premium and high tier smartphones, and remain on track to achieve our fiscal 2029 revenue goals

    80% confidence

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

    80% confidence
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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