Earnings live: Sandisk stock soars on profit beat, Verizon stock climbs, Exxon and Chevron beat estimates

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• The fourth quarter capped an incredible year, as strong demand for vacation experiences coupled with strong execution resulted in happy guests and robust financial results

  80% confidence

• Profit growth benefited from resilient consumer spending and a strong holiday season

  80% confidence

• We are now seeing a major AI acceleration

  80% confidence

• ExxonMobil is a fundamentally stronger company than just a few years ago, with transformation delivering a more resilient, lower-cost, technology-led business

  80% confidence

• There continues to be ongoing geopolitical and economic uncertainty

  80% confidence

• The macroeconomic environment remains supportive with balanced job markets globally, underpinning healthy consumer and business spending

  80% confidence

• We're starting to see agents really work. This will unlock the ability to build completely new products and transform how we work

  80% confidence

• This partnership is about reimagining how work gets done, putting power to build, deploy, and scale mission-critical applications into the hands of every person

  80% confidence

• Q4 had a pretty heavy promotional environment, probably the result of still a lot of pre-tariff loaded inventory in the market

  80% confidence

• If 8.2% EPS growth rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the S&P 500

  80% confidence

• As of Jan. 23, 13% of S&P 500 companies have reported fourth quarter results, and analysts estimate 8.2% increase in earnings per share for Q4

  80% confidence

• So far in 2026, the company is seeing a normalized environment

  80% confidence

• Since beginning of 2025, Meta has seen 30% increase in productivity from engineers due to AI coding tools adoption, with power users seeing 80% output increase

  80% confidence

• This quarter's performance underscores our agility in capitalizing on better product mix, accelerating enterprise SSD deployments, and strengthening market demand dynamics

  80% confidence

• 2025 was filled with a lot of challenges and headwinds, with Q4 being an even tougher landscape

  80% confidence