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Comcast faces a projected 22% earnings decline in Q4 as cord-cutting accelerates and fiber competitors steal broadband subscribers. The company is betting on wireless to fill the gap.
Wall Street analysts project hyperscaler AI companies will spend $527 billion on data centers and infrastructure in 2026, up from $465 billion. The spending boom rivals the late 1990s telecom buildout.
GE Aerospace posts strong Q4 with $1.57 EPS beating estimates by 9%, but shares drop over 6% as 2026 guidance signals slower growth ahead for the aviation giant.
Microsoft reports Q2 FY2026 earnings January 28 as investors demand proof that massive AI infrastructure investments are translating into sustainable revenue growth.
The SPDR S&P Regional Banking ETF is testing $70, a level analysts say would definitively end the post-Silicon Valley Bank crisis era for the sector.
Texas Instruments is set to report Q4 2025 earnings on January 27, with analysts expecting stabilization in the automotive and industrial segments that comprise 70% of revenue.
Elon Musk's AI company announces its most powerful model yet, with Grok 5 set to feature twice the parameters of Grok 3 and 4 as the AI arms race intensifies.
Sequoia and Accel-backed life insurance platform Ethos Technologies prices IPO at $18-$20 per share, aiming to raise up to $211 million when it lists on NASDAQ January 29.
UnitedHealth stock down 34.5% in past year as medical care ratio hits 89.9%. Investors await Tuesday's Q4 results amid questions about cost pressures.
3M posts Q4 EPS of $1.83 beating estimates as the industrial giant emerges from $16 billion in legal settlements. Stock has rallied 33% in past year.
Booz Allen Hamilton posts Q4 EPS of $1.77, beating estimates by 39%, as government consulting giant benefits from strong federal contract demand.
Analysts across Wall Street cut Netflix price targets by up to 19% despite a narrow Q4 beat, citing Warner Bros. acquisition concerns and slowing engagement metrics.