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News articleYahoo Finance· February 3, 2026

Earnings live: AMD, Chipotle stocks fall, Mondelez profits hit by high cocoa prices

View original at finance.yahoo.com
Earnings live: AMD, Chipotle stocks fall, Mondelez profits hit by high cocoa prices The fourth quarter earnings season momentum continues this week, with results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighting the calendar…
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  • Cattle supply is expected to remain tight throughout 2026 and 2027

    80% confidence
  • Q4 loss reflects a softer macro environment and lower industry trading volumes and onchain activity

    80% confidence
  • Throughout 2025, NXP executed effectively despite a challenging first half, maintaining operational discipline while advancing strategic priorities

    80% confidence
  • There's no guarantee Palantir won't be disrupted by AI but the company's investments in AI are paying off

    80% confidence
  • Mondelez is in a transitional phase as it seeks to stabilize volume declines and reinvest in its brands

    80% confidence
  • Tyson expects adjusted operating income between $2.1 billion and $2.3 billion for 2026

    80% confidence
  • Beef volume shortfall was roughly 133 million pounds from Q4 to Q1, offset by growth in chicken, pork, prepared business, and international

    80% confidence
  • Tyson expects 2026 sales to increase 2% to 4% year over year

    80% confidence
  • Cattle supply is down 1% compared to last year

    80% confidence
  • Galaxy Digital remains on track to deliver 133MW of critical IT load to CoreWeave in the first half of 2026

    80% confidence
  • PepsiCo reiterated its 2026 forecast

    80% confidence
  • Mondelez expects 2026 adjusted earnings per share growth to be flat to up 5%

    80% confidence
  • ExxonMobil is a fundamentally stronger company than it was a few years ago, with transformation delivering a more resilient, lower-cost, technology-led business

    80% confidence
  • If the 11.9% EPS growth rate holds, it would represent the 10th consecutive quarter of annual earnings growth and fifth consecutive quarter of double-digit growth

    80% confidence
  • NXP forecasts Q1 2026 revenue of $3.15 billion at midpoint and diluted EPS of $4.21

    80% confidence
  • Tyson expects chicken operating income between $1.65 billion and $1.9 billion in 2026

    80% confidence
  • Tyson expects beef operating loss between $250 million and $500 million in 2026, excluding facility closure

    80% confidence
  • Mondelez expects 2026 net revenue growth to be flat to up 2%

    80% confidence
  • Chipotle expects no sales growth in 2026 as it navigates declining traffic

    80% confidence
  • Exxon plans to spend $27 billion to $29 billion in capital expenditures in 2026

    80% confidence
  • Prices paid for cattle were at an all-time high

    80% confidence
  • 33% of S&P 500 companies have reported Q4 results as of Jan 30, with analysts estimating 11.9% earnings per share increase

    80% confidence

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AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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