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

    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
  • 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
  • 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
  • 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
  • Commercial real estate loans showed modest growth after 11 quarters of decline

    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
  • 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
  • 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 dismissed AI bubble concerns

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

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

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
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.
Our read on the data ›
Signals we're tracking
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.
Patterns we're watching ›
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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