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.
Earnings
Uber shares fell after earnings missed expectations, even as revenue and bookings grew. Investors focused on near-term profitability pressure and how Uber’s robotaxi strategy could reshape its long-term role in autonomous mobility.
Earnings
Chipotle (CMG) shares stabilized after an initial post-earnings drop, as investors balanced better-than-expected results against declining same-store sales and a cautious outlook for 2026.
Earnings
Shares of Eli Lilly surged while Novo Nordisk fell sharply and Amgen advanced after earnings, highlighting how guidance and demand visibility—not just results—are shaping investor reaction across obesity and biotech stocks.
Price Action
Advanced Micro Devices (AMD) reported better-than-expected fourth-quarter results and issued upside guidance for the current quarter, yet the stock sold off sharply. The reaction highlighted a disconnect between earnings strength and price behavior as investors reassessed near-term conviction.
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.
Earnings
Palantir (PLTR) rose after reporting fourth-quarter earnings and guidance that exceeded expectations, bucking a broader sell-off in technology stocks as investors reassessed growth, profitability, and sector risk.
Earnings
Teradyne (TER) shares surged after the company reported fourth-quarter results that exceeded expectations across earnings, revenue, and forward guidance, highlighting strong demand in semiconductor testing tied to artificial intelligence workloads.