Earnings live: Verizon, Sandisk stocks surge to cap a Big Tech-heavy earnings week

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• The macroeconomic environment remains supportive with balanced job markets across the globe, underpinning healthy consumer and business spending, though ongoing geopolitical and economic uncertainty continues

  80% confidence

• The fourth quarter capped an incredible year with strong demand for vacation experiences and robust financial results

  80% confidence

• We're starting to see agents really work, which will unlock the ability to build completely new products and transform how we work

  80% confidence

• We are now seeing a major AI acceleration

  80% confidence

• If the 11.9% 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

• ExxonMobil is a fundamentally stronger company than it was just a few years ago, with transformation delivering a more resilient, lower-cost, technology-led business

  80% confidence

• 33% of S&P 500 companies have reported fourth quarter results as of Jan. 30, with Wall Street analysts estimating 11.9% increase in earnings per share

  80% confidence

• Profit growth benefited from resilient consumer spending and a strong holiday season

  80% confidence

• Since the beginning of 2025, Meta has seen a 30% increase in productivity from its engineers due to AI coding tools adoption, with power users seeing 80% output increase

  80% confidence

• This quarter's performance underscores agility in capitalizing on better product mix, accelerating enterprise SSD deployments, and strengthening market demand dynamics

  80% confidence

• This partnership is about reimagining how work gets done, putting power to build, deploy, and scale mission-critical applications into hands of every person

  80% confidence

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