Earnings live: Amazon, Reddit stocks sink to cap jam-packed earnings week

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• 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

• Three themes emerged from Q4 earnings season: AI investment momentum, consumer spending patterns, and margin pressures

  80% confidence

• Qualcomm expects fiscal Q2 revenue of $10.2-$11 billion and adjusted EPS of $2.45-$2.65

  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

• 59% of S&P 500 companies have reported fourth quarter results as of Feb. 6, 2026, with analysts estimating 13% increase in earnings per share

  80% confidence

• If the 13% earnings 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

• Peloton expects subscriptions to decrease by 8% year over year to 2.65-2.67 million in fiscal Q3, with revenue of $605-$625 million (1% decline year over year)

  80% confidence

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

  80% confidence

• Our value proposition, powerhouse innovation and disruptive marketing engine continue to fuel our brands. We remain confident in our ability to grow market share and deliver best-in-class growth in beauty

  80% confidence

• Despite the continued impact of US tariffs, strong demand supported by product competitiveness has led to increased sales volumes, and we achieved a high level of profit due to price revisions

  80% confidence

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

  80% confidence

• HODL (hold on for dear life) in response to bitcoin sell-off

  80% confidence

• The backlog just keeps growing with data center orders tripling and multi-tenant and cloud players being more active than ever

  80% confidence