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.
Earnings
Disney exceeded first-quarter earnings and revenue expectations, driven by strong streaming profitability and solid parks performance, but shares fell as investors weighed leadership succession uncertainty and near-term pressures across key businesses.
Earnings
Apple reported a strong fiscal first quarter, led by record iPhone revenue, broad geographic growth, and better-than-expected earnings, while margin guidance and supply constraints shaped the market’s reaction.
Earnings
Deckers shares jumped after the footwear maker delivered record fiscal Q3 earnings, driven by strong HOKA and UGG demand, raised full-year guidance, and outlined plans to exceed $1 billion in share repurchases in fiscal 2026.
Earnings
Verizon shares climbed after the carrier beat fourth-quarter estimates, posted a major postpaid subscriber gain, and announced a new $25 billion share repurchase authorization alongside 2026 EPS guidance.
Earnings
Southwest Airlines reported solid fourth-quarter results and issued 2026 earnings guidance well above expectations, as its shift to assigned seating and new fees reshapes the airline’s revenue model.
Earnings
Royal Caribbean shares jumped after the cruise operator issued 2026 earnings guidance above expectations, supported by record booking momentum despite fourth-quarter results coming in line.
Earnings
Earnings from Meta and Microsoft revealed a split market reaction, as investors rewarded clearer links between AI spending and near-term profits while questioning paths with heavier capital intensity.