Earnings
Airbnb (ABNB) and Expedia (EXPE) both beat fourth-quarter expectations and guided first-quarter revenue above estimates, but diverging margin outlooks and AI concerns drove sharply different stock market reactions.
Earnings
Instacart (CART) topped fourth-quarter estimates with 14% GTV growth and strong 2026 guidance, easing concerns about competition and AI disruption as enterprise expansion and advertising momentum supported results.
Earnings
Crocs (CROX) shares surged after the footwear maker topped fourth-quarter earnings expectations and issued stronger-than-expected profit guidance for fiscal 2026, despite a modest revenue decline.
Sector
McDonald’s (MCD) reported stronger-than-expected fourth-quarter results, with global comparable sales accelerating and U.S. traffic rebounding as value promotions and menu innovation helped drive sector leadership.
Earnings
Lyft (LYFT) shares fell sharply after fourth-quarter revenue of $1.59 billion missed expectations, overshadowing record active rider growth and a profit boost tied to a one-time tax accounting adjustment.
Earnings
Coca-Cola shares declined after fourth-quarter revenue fell short of expectations, even as earnings beat estimates. The reaction reflected sensitivity to top-line growth and forward organic revenue guidance.
Business Trends
Charles Schwab shares edged higher as investors responded to the firm’s clear rejection of gamified trading, steady client growth, rising dividends, and signals of continued retail engagement despite a competitive fintech landscape.
Earnings
Kroger shares moved higher after the company named a new CEO and reaffirmed guidance, with investors responding to clearer leadership, capital return visibility, and a reduced strategic overhang following the failed Albertsons merger.
Earnings
BILL jumped after reporting stronger-than-expected fiscal Q2 results, highlighted by accelerating product adoption, expanding margins, and raised full-year guidance, even as investors weighed longer-term visibility concerns.
Earnings
Align Technology (ALGN) surged Thursday after reporting a fourth-quarter earnings and revenue beat, as strong Invisalign demand and stable guidance outweighed broader market pressure and reinforced confidence in the company’s growth mix.
Sector
Alphabet’s earnings beat was overshadowed by a sharp increase in planned AI spending, driving renewed rotation within Big Tech as investors reassessed where capital intensity and returns now diverge.
Earnings
Merck (MRK) and Pfizer (PFE) reported fourth-quarter results that beat earnings expectations, but below-consensus 2026 guidance weighed on sentiment, producing diverging stock reactions and highlighting ongoing transition risks across big pharma.