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Source document· January 29, 2026

Earnings live: Sandisk stock surges on huge profit beat, Apple reports record iPhone sales

View original at finance.yahoo.com
Earnings live: Sandisk stock surges on huge profit beat, Apple reports record iPhone sales The fourth quarter earnings season kicked into high gear this week, with Big Tech results from Microsoft (MSFT), Meta (META), Tesla (TSLA), and Apple (AAPL) headlining the earnings calendar…
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  • We're starting to see agents really work. This will unlock the ability to build completely new products and transform how we work.

    80% confidence
  • This partnership is about reimagining how work gets done. It puts the power to build, deploy, and scale mission-critical applications into the hands of every person, in every industry, at every level. Together, we are proving that deeply integrated platforms with an open ecosystem are how the future is built.

    80% confidence
  • We are now seeing a major AI acceleration, with Meta seeing 30% increase in engineer productivity from AI coding tools since beginning of 2025, and power users seeing 80% output increase

    80% confidence
  • The fourth quarter capped an incredible year for us, as strong demand for our vacation experiences, coupled with strong execution by our teams, resulted in happy guests and robust financial results

    80% confidence
  • Profit growth benefited from resilient consumer spending and a strong holiday season

    80% confidence
  • So far in 2026, the company is seeing a normalized environment

    80% confidence
  • We delivered strong financial performance in 2025 with continued momentum in Power and Electrification while focusing on what we can control in Wind. We increased our backlog to $150 billion, with better equipment margins, and are entering 2026 with significant momentum.

    80% confidence
  • 2025 was a year filled with a lot of challenges and headwinds, with Q4 being a pretty heavy promotional environment, probably the result of still a lot of pre-tariff loaded inventory market

    80% confidence
  • The macroeconomic environment remains supportive with balanced job markets across the globe, underpinning healthy consumer and business spending, though there continues to be ongoing geopolitical and economic uncertainty

    80% confidence
  • Wall Street analysts estimate 8.2% increase in earnings per share for Q4 2025, which if it holds would represent the 10th consecutive quarter of annual earnings growth for the S&P 500

    80% confidence
  • This quarter's performance underscores our agility in capitalizing on better product mix, accelerating enterprise SSD deployments, and strengthening market demand dynamics, all at a time when the critical role that our products play in powering AI and the world's technology is being recognized

    80% confidence
O que sabemos · a inteligência por trás desta página
Ao vivo do substrato
O que estamos a ver
Obesity and Immunology Readouts, Big Pharma M&A and AI-Designed Drugs Converge Into a Q4 2026 Catalyst Wave
Late-stage data and deal activity are clustering ahead of Q4 2026. Novo Nordisk's CagriSema won Best Abstract at EASD 2026 for its brain and body (fMRI/MRI) data, Lilly showed ADtouch results for EBGLYSS and agreed to buy Merida Biosciences for $2.9B, and Merck's tulisokibart hit its Phase 2b endpoints. A key regulatory catalyst follows: the FDA PDUFA date for the ivonescimab BLA on 2026-11-14. AI-designed rentosertib showing anti-aging effects adds a speculative AI-drug-discovery thread, while QAIAx's microcities trial and QIII pilot (planned 2027-01-01) are peripheral, forecast-only items.
A nossa leitura dos dados ›
Sinais que acompanhamos
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
Padrões que observamos ›
Onde as fontes divergem
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.
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Earnings live: Sandisk stock surges on huge profit beat, Apple reports record iPhone sales — Source | Via News | pt.VIA.NEWS