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Source document· January 21, 2026

Earnings live: Netflix stock tumbles, Johnson & Johnson falls, Halliburton and United Airlines climb

View original at finance.yahoo.com
Earnings live: Netflix stock tumbles, Johnson & Johnson falls, Halliburton and United Airlines climb The fourth quarter earnings season is picking up speed…
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  • Commercial real estate loans showed modest growth after 11 quarters of decline

    80% confidence
  • ExxonMobil's CEO called Venezuelan oil investments 'uninvestable'

    80% confidence
  • The industrial sector has continued to see mixed signals. While some areas showed resilience, others faced continued headwinds that impacted demand and supply chains.

    80% confidence
  • 2025 was an important year for 3M as the company builds a strong foundation that is reshaping operating model and driving sustainable value creation

    80% confidence
  • 3M expects temporary charges from tariffs and stranded costs from removing PFAS materials from products

    80% confidence
  • For Q1 2026, TSMC expects revenue between $34.6B and $35.8B, with gross profit margins between 63% and 65%

    80% confidence
  • The digital asset platform launch marks a significant step in State Street's digital asset strategy, enabling institutions to confidently embrace tokenization as part of their core strategy

    80% confidence
  • TSMC expects 2026 revenue to increase by close to 30% year over year as artificial intelligence supports strong demand for chips

    80% confidence
  • For 2026, 3M expects adjusted sales growth of around 4% for full-year adjusted EPS of $8.06, with full-year operating cash flow expected to be $2.3B

    80% confidence
  • In the last few days, the conversation around the rate cap has shifted more productively to options for customers to help them in the short term

    80% confidence
  • For Q1 2026, Netflix guided for an operating margin of 32.1%

    80% confidence
  • D.R. Horton reiterated full-year 2026 guidance for revenue in range of $33.5B to $35B, expecting to close 86,000 to 88,000 homes by year end

    80% confidence
  • As of Jan. 16, 7% of S&P 500 companies have reported fourth quarter results, and Wall Street analysts estimate an 8.2% increase in earnings per share for Q4. If that holds, it would represent the 10th consecutive quarter of annual earnings growth for the index.

    80% confidence
  • TSMC dismissed AI bubble concerns

    80% confidence
  • Netflix will ramp up new content in the year ahead and pause its share repurchase program given the M&A deal with Warner Bros. Discovery

    80% confidence
  • Heavy manufacturing markets haven't seen declines but demand has been flat, with no year-over-year usage growth

    80% confidence
  • Over 90% of U.S. Bancorp's clients would see a detrimental impact if a 10% credit card rate cap were enacted, and 50% would face a crushing impact

    80% confidence
  • The effectiveness of products like bank smartly, more sophisticated pricing capabilities, and significant overhaul of skills, training, digital tools and incentives, together with investments in branches drove Q4 performance

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Boom Meets Valuation Jitters: Funding Surges While Bellwether Stocks Wobble
A dense wave of AI-sector funding (Socure, Stability AI, Emerald AI, Generalist AI, Gatik, Regent Craft and others closing rounds on the same day) and strong enterprise-automation earnings (UiPath raising full-year guidance) point to continued heavy capital deployment into AI infrastructure, fintech-adjacent AI, and agentic automation. Yet Palantir's stock fell even after winning the Army's high-profile TITAN contract, and commentary (e.g., the Alphabet bull case citing AI capex and regulatory risk) signals growing investor unease about whether current AI valuations and spending levels are sustainable.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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