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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
“Revenue increased 9.3% year over year to $10.4 billion, beating estimates of $10.2 billion.”
Verbatim excerpt from the source · Yahoo Finance · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • 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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Enterprise Software Races to Govern and Consolidate Around Agentic AI
Enterprise software vendors are repositioning around autonomous AI agents. Salesforce is acquiring Braze, ServiceNow is launching agent governance tools (AI Passport, Super Intelligence Control Tower), SAP is pushing its 'Autonomous Enterprise', and Zeta is launching AthenaOS and its own inference model. Palantir is embedding itself in banking, aviation and sovereign AI infrastructure through partnerships with Customers Bank, Surf Air, Ondas and Armada. Governance, data sovereignty and enforced policy are emerging as preconditions for regulated sectors like finance. Investors such as Norwest see room to disrupt ERP and finance software, and they caution that AI should not be trusted with financial calculations. Consolidation and shareholder disputes (Salesforce/Braze, Tiny/Oso Cloud, ZenaTech/Boardwalktech) show the market reshaping.
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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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Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
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