4Q

Samsung reports Q4 revenue up 24% YoY to ~$65.6B, vs. ~$65.28B est., and operating profit up 200%+ to ~$14.06B, driven by memory chip price surge and HBM demand (www.cnbc.com)
4 hours ago Samsung 4Q

In Meta's Q4 earnings call, Mark Zuckerberg says it plans to start shipping new models and products throughout 2026 and hints at “agentic shopping tools” (techcrunch.com)
6 hours ago 4Q Zuckerberg

ServiceNow reports Q4 revenue up 20.5% YoY to $3.57B, vs. $3.53B est., and subscription revenue up 21% YoY to $3.47B; NOW drops ~3% after hours (www.cnbc.com)
8 hours ago 4Q

Meta reports Reality Labs Q4 revenue of $955M vs. $940.8M est. and a $6.02B operating loss vs. $5.67B est.; Reality Labs now has $75B+ in losses since late 2020 (www.cnbc.com)
9 hours ago 4Q

IBM reports Q4 revenue up 12% YoY to $19.7B, vs. $19.2B est., and projects 2026 revenue growth and free cash flow above estimates; IBM jumps 8%+ after hours (www.bloomberg.com)
9 hours ago IBM 4Q

Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META up 4%+ after hours (investor.atmeta.com)
9 hours ago 4Q

Singapore-based Digital Edge plans to invest $4.5B to build a 500 MW hyperscale data center facility in Indonesia, with the first phase set to open in Q4 2026 (www.bloomberg.com)
19 hours ago Singapore 4Q Indonesia

SK Hynix reports Q4 revenue up 66% YoY to $23B, above ~$22.4B est., and operating profit up 137% YoY to $13.3B, both company records, driven by AI HBM demand (www.cnbc.com)
21 hours ago AI 4Q

ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales (www.cnbc.com)
1 day ago China 4Q

ASML reports Q4 bookings of €13.2B, beating analyst estimates of €6.32B, and projects its 2026 full-year sales of between €34B and €39B, compared with €35B est. (www.reuters.com)
1 day ago 4Q

Texas Instruments reports Q4 revenue up 10% YoY to $4.42B, vs. $4.44B est., and forecasts Q1 revenue above estimates; TXN jumps 9%+ after hours (www.reuters.com)
1 day ago 4Q Texas

Gallup: 12% of employed US adults reported using AI daily in their job in Q4 2025, compared to 10% in Q3 and 8% in Q2; 49% say they never use AI in their role (www.gallup.com)
3 days ago AI 4Q

Intel reports Q4 revenue down 4% YoY to $13.7B, vs. $13.4B est., a $600M net loss, up from $100M in Q4 2024, offers soft Q1 guidance; INTC down 6%+ after hours (www.cnbc.com)
6 days ago Intel 4Q

Blue Origin unveils TeraWave, a satellite communications network for enterprise, data center, and government customers, and plans to begin deployment in Q4 2027 (www.cnbc.com)
7 days ago 4Q

Netflix reports Q4 revenue up 18% YoY to $12B vs. $11.97B est., 325M paid subs, 2025 revenue up 16% to $45.2B, plans to increase content spend by 10% in 2026 (www.bloomberg.com)
8 days ago Netflix 4Q

Chinese smartphone shipments fell 1.6% YoY in Q4 2025 and 0.6% YoY for 2025 due to weak demand, rising prices, and memory shortages; iPhone shipments rose 28% (counterpointresearch.com)
9 days ago China iPhone 4Q

CoinGecko: over 53% of the 20.2M crypto tokens launched since 2021 are now inactive, with 7.7M tokens failing in Q4 2025, after Oct. 10 “liquidation cascade” (www.coindesk.com)
10 days ago 4Q

India's largest retailer Reliance Retail says its daily quick commerce orders peaked at 1.6M in Q4 2025; market leader Blinkit averaged 2.4M daily orders in Q3 (indiadispatch.com)
10 days ago India Retail 4Q

Trade Deficit Drops to Least Terrible Level since 2009, upon which Atlanta Fed GDPNow Doubles Q4 GDP Forecast to +5.4% (wolfstreet.com)
12 days ago 4Q GDP

TSMC Says AI Demand Is 'Endless' After Record Q4 Earnings (slashdot.org)
12 days ago AI 4Q

TSMC reports Q4 net profit up 35% YoY to a record ~$16B, handily beating estimates, as it benefited from surging demand for AI chips (www.reuters.com)
14 days ago AI 4Q

IDC: in Q4 2025, global PC shipments rose nearly 10% YoY to 76.4M units, helped by Windows 10 end-of-support and OEMs pulling forward inventory amid tariffs (www.theverge.com)
15 days ago 4Q

Trade Deficit Drops to Least Terrible Level since 2009, upon which Atlanta Fed GDPNow Doubles Q4 GDP Forecast to +5.4% (wolfstreet.com)
20 days ago 4Q GDP

Samsung expects Q4 operating profit up 208% YoY to ~$13.8B, vs. ~$12.3B est., and revenue up 23% to ~$64.2B, as demand for AI servers lifted memory chip prices (www.bloomberg.com)
21 days ago Samsung AI 4Q

Analysts expect Samsung's Q4 operating profit to jump 160% YoY to ~$11.7B, driven by a severe global shortage of memory chips amid booming AI demand (www.reuters.com)
23 days ago Samsung AI 4Q

Foxconn reports Q4 revenue up 22% YoY to ~$82.7B, above ~$77B est., and record December revenue up 31.8% YoY to ~$27.5B, driven by AI and networking demand (www.reuters.com)
23 days ago AI 4Q

“Locked-in” Homeowners Nevertheless Pay Off Below-4% Mortgages: their Share Drops to Lowest since Q4 2020 (wolfstreet.com)
25 days ago 4Q

Tesla's Deliveries Plunge, Worst Q4 since 2022. Annual Sales Drop for 2nd Year. Cybertruck now a Failed Model (wolfstreet.com)
26 days ago Tesla 4Q

IDC expects Apple to ship just 45,000 units of the Vision Pro in Q4 2025; Sensor Tower says Apple cut digital ad spend for the headset by 95% in 2025 (www.ft.com)
27 days ago Apple 4Q Sensor

Broadcom CEO Hock Tan reveals that Anthropic placed a $10B order for Google's Ironwood TPU racks in Q3 and says it placed an additional $11B order in Q4 (www.cnbc.com)
2025-12-12 Google 4Q

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