Price Action
Robinhood (HOOD) fell sharply as cryptocurrency prices declined and fourth-quarter revenue missed expectations, reinforcing how closely trading activity and digital assets remain linked in the current market environment.
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.
Earnings
Datadog shares surged after a fourth-quarter earnings beat and upside revenue guidance, as investors responded to signs of reaccelerating cloud demand and improving usage trends despite mixed margin expectations.
Earnings
Spotify’s fourth-quarter results triggered an outsized market reaction, as record user growth and margin expansion drove a sharp repricing of the stock despite lingering concerns around revenue growth and currency headwinds.
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
Roblox shares jumped after fourth-quarter results showed a sharp acceleration in bookings, user growth, and engagement, reinforcing how platform activity — not reported revenue — drove the market’s reaction.
Earnings
Fortinet reported better-than-expected fourth-quarter earnings and revenue, but shares slipped as investors weighed guidance and broader volatility across technology and cybersecurity stocks.
Earnings
Amazon delivered solid fourth-quarter results led by accelerating AWS growth, but the market reaction turned negative as investors focused on the scale and implications of the company’s $200 billion capital spending plan.
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.
Earnings
Arm (ARM) reversed higher Thursday after an initial post-earnings drop, while Qualcomm (QCOM) slid on a cautious outlook tied to memory supply constraints—keeping AI infrastructure strength and handset uncertainty at the center of the chip narrative.
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.