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Source document· February 5, 2026

Earnings live: Strategy gets caught in bitcoin crash, Amazon stock plunges, Roblox surges

View original at finance.yahoo.com
Earnings live: Strategy gets caught in bitcoin crash, Amazon stock plunges, Roblox surges The fourth quarter earnings season momentum continues this week, as results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighted the calendar…
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  • Our value proposition, powerhouse innovation and disruptive marketing engine continue to fuel our brands

    80% confidence

  • Wall Street analysts estimate an 11.9% increase in earnings per share for Q4 2025 for S&P 500 companies

    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

  • If 11.9% 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

  • HODL (hold on for dear life)

    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

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

    80% confidence

  • The backlog just keeps growing

    80% confidence

  • We remain confident in our ability to grow market share and deliver best-in-class growth in beauty, as reflected by our raised fiscal 2026 outlook

    80% confidence
Lo que sabemos · la inteligencia detrás de esta página
En vivo desde el sustrato
Lo que estamos viendo
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Señales que seguimos
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
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Donde las fuentes discrepan
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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