Tootfinder

Dell reports Q4 revenue up 39% YoY to $33.4B, vs. $31.73B est., and forecasts FY 2027 revenue above estimates; DELL jumps 10% after hours (Jaspreet Singh/Reuters)
https://www.reuters.com/business/dell-forecasts-fiscal-2…

Late in 2024, Elon Musk endorsed Germany’s far-right Alternative für Deutschland. We document that after this, Tesla sales rose by up to 30 percent in right-leaning districts relative to left-leaning ones [..] Divestment in second-hand markets shows no partisan differences, consistent with resale requiring a larger identity cost from Tesla’s image shock than non-purchase. Our lower bound-estimate for the overall loss in Tesla sales is [..] worth at least €241 million."

Salesforce reports Q4 revenue up 12% YoY to $11.2B, vs. $11.18B est., forecasts Q1 revenue above estimates, and announces a $50B share repurchase program (Zaheer Kachwala/Reuters)
https://www.reuters.com/sustainability/sus

un_migrations: UN migration stock (2015)
A network of migration between countries, collected by the United Nations. A directed edge gives the flow of migration, and an edge property gives the number of migrants, for each given year and sex. Estimates are presented for 1990, 1995, 2000, 2005, 2010 and 2015 and are available for all countries and areas of the world. The estimates are based on official statistics on the foreign-born or the foreign population.
This network has 232 no…

Steven Waldman of Rebuild Local News estimates US local newsrooms will get ~$74M from state governments, but CA, MA, NJ, and NY efforts have fallen short (Dan Kennedy/Poynter)
https://www.poynter.org/business-work/2026/state-government-support-local…

Even amid setbacks, public funding for local news is expanding at the state level - Poynter
Steven Waldman of Rebuild Local News is optimistic but warns that action is needed now because ‘the house is on fire’

Snowflake reports Q4 product revenue up 30% YoY to $1.23B, vs. $1.18B est., and forecasts Q1 and FY 2027 product revenue above estimates (Jaspreet Singh/Reuters)
https://www.reuters.com/business/snowflake-expects-annual-p…

Zoom reports Q4 revenue up 5.3% YoY to $1.25B, vs. $1.23B est., online revenue up 2.6% to $489.7M, and forecasts Q1 adjusted profit per share below estimates (Anhata Rooprai/Reuters)
https://www.reuters.com/business/zoom-fore

It's a bit hard to find, but Dutch PBL Agency (@leefomgeving.bsky.social) estimates that the new coalition agreement has a positive effect on greenhouse gas emission reduction. Current policies would lead to -65% by 2040, and the new policies would bring that to -70 .. -75%.
However PBL doesn't tell us whether we'll catch up on the -55% goal for 2030 in the Climate Law; last year, it estimated that we're on a course for -50% (-45 .. 53%).

CoreWeave reports Q4 revenue up 110% YoY to $1.57B, vs. $1.55B est., and adjusted loss of $284M, vs. $258.9M est.; CRWV drops 5% after hours (Reuters)
https://www.reuters.com/business/coreweave-beats-fourth-quarter-revenue-estimates-2026-02-26/

Trump screws the youger generation out of Medicare benefits....
"In less than a year, Trump erased 12 years of solvency for the trust fund that pays for Medicare Part A"
https://fortune.com/2026/02/23/how-trump-wiped…

In less than a year, Trump erased 12 years of solvency for the trust fund that pays for Medicare Part A
The CBO estimates that benefit reductions would start at 8% in 2040 and steadily climb to a 10% cut by 2056.

Localized Dynamics-Aware Domain Adaption for Off-Dynamics Offline Reinforcement Learning
Zhangjie Xia, Yu Yang, Pan Xu
https://arxiv.org/abs/2602.21072 https://arxiv.org/pdf/2602.21072 https://arxiv.org/html/2602.21072
arXiv:2602.21072v1 Announce Type: new
Abstract: Off-dynamics offline reinforcement learning (RL) aims to learn a policy for a target domain using limited target data and abundant source data collected under different transition dynamics. Existing methods typically address dynamics mismatch either globally over the state space or via pointwise data filtering; these approaches can miss localized cross-domain similarities or incur high computational cost. We propose Localized Dynamics-Aware Domain Adaptation (LoDADA), which exploits localized dynamics mismatch to better reuse source data. LoDADA clusters transitions from source and target datasets and estimates cluster-level dynamics discrepancy via domain discrimination. Source transitions from clusters with small discrepancy are retained, while those from clusters with large discrepancy are filtered out. This yields a fine-grained and scalable data selection strategy that avoids overly coarse global assumptions and expensive per-sample filtering. We provide theoretical insights and extensive experiments across environments with diverse global and local dynamics shifts. Results show that LoDADA consistently outperforms state-of-the-art off-dynamics offline RL methods by better leveraging localized distribution mismatch.
toXiv_bot_toot

A minimal wake-vortex model explains formation flight of flapping birds
Olivia Pomerenk, Kenneth S. Breuer
https://arxiv.org/abs/2602.22043 https://arxiv.org/pdf/2602.22043 https://arxiv.org/html/2602.22043
arXiv:2602.22043v1 Announce Type: new
Abstract: Collective patterns of motion emerge across biological taxa: insects swarm, fish school, and birds flock. In particular, large migratory birds form strikingly ordered V-shaped formations, which experiments and direct numerical simulations have demonstrated provide substantial energetic benefits during long-distance flight. However, the precise aerodynamic and morphological mechanisms underlying these benefits remain unclear. In this work, we develop a reduced-order model of the wake-vortex interactions between two flapping birds flying in tandem. The model retains essential unsteady flapping dynamics while remaining computationally tractable. By optimizing over a six-dimensional state space, which comprises the follower's three-dimensional relative position and three independent flapping parameters, we identify the energetically optimal leader-follower configuration of northern bald ibises. The predicted optimum agrees quantitatively with live-bird measurements. Because of its simplicity, the model allows for direct interrogation of the physical mechanisms responsible for this optimum. In particular, it isolates precisely how the follower's wing kinematics interact with the leader's wake to enhance aerodynamic efficiency. The model predicts an 11% reduction in total mechanical power for a follower in formation flight -- consistent with experimental estimates -- and shows that this saving arises from reductions in both induced and profile power, dominated by decreased profile power enabled primarily through reduced flapping amplitude and, secondarily, reduced upstroke flexion. These results provide a mechanistic explanation for the structure of V-formations and offer new insight into the aerodynamic principles governing collective flight.
toXiv_bot_toot

Huge amounts of nanoplastics discovered in tap and bottled water https://news.mongabay.com/short-article/2026/03/huge-amounts-of-nanoplastics-discovered-in-tap-and-bottled-water/

Huge amounts of nanoplastics discovered in tap and bottled water
The amount of nanoplastics in drinking water in the U.S. has been wildly underestimated. That’s according to a new study that found the amount of plastic in both tap and bottled water was 10-100 times higher than previous estimates. For the new study, researchers used more advanced methodology and found more plastic. “It is like […]

A report presented to Parliament on Wednesday by Kenya's National Intelligence Service estimates that
more than 1,000 Kenyans are currently fighting in Ukraine
— far higher than earlier figures.
The Kenyan government says they are working to identify and repatriate Kenyans caught in the conflict -- but the scale of the problem is staggering.
According to the intelligence report, 89 Kenyans remain on the frontline, 39 have been hospitalized, and 28 are missing in act…

Workday reports Q4 revenue up 14.5% YoY to $2.53B, vs. $2.52B est., and forecasts FY 2027 subscription revenue below estimates; WDAY drops 9% after hours (Larry Dignan/Constellation Research)
https://www.constellationr.com/insights/ne

Workday's fiscal 2027 subscription revenue outlook light, but Bhusri optimistic | Constellation Research
Workday reported a solid fourth quarter, but its subscription outlook was light. The company reported fourth quarter earnings of 55 cents a share on revenue of $2.53 billion, up 14.5% from a year ago. Non-GAAP earnings were $2.47 a share. Wall Street was expecting Workday to report fourth quarter non-GAAP earnings of $2.32 a share on revenue of $2.52 billion.

Nvidia reports Q4 revenue up 73% YoY to $68.13B, vs. $66.21B est., Data Center revenue up 75% to $62.3B, and forecasts Q1 revenue above estimates (Ian King/Bloomberg)
https://www.bloomberg.com/news/articles/2026-02-25/nvidia-…

"Huge amounts of nanoplastics discovered in tap and bottled water"
#Water #Plastic #Plastics #Microplastics

Huge amounts of nanoplastics discovered in tap and bottled water
The amount of nanoplastics in drinking water in the U.S. has been wildly underestimated. That’s according to a new study that found the amount of plastic in both tap and bottled water was 10-100 times higher than previous estimates. For the new study, researchers used more advanced methodology and found more plastic. “It is like […]

Netflix's ad revenue hit $1.5B in 2025, up by more than 2.5x vs. 2024, and viewing hours grew 2% YoY in H2, driven by a 9% rise in viewing of branded originals (Dade Hayes/Deadline)
https://deadline.com/2026/01/netflix-earnings-q4-2025-stranger-things-12…

Netflix Edges Wall Street’s Q4 Estimates, Says Ad Revenue Topped $1.5B In 2025
Netflix's fourth-quarter results edged Wall Street analysts' estimates, and the company cited "great progress" in its nascent advertising business.

Exclusive: Supreme Court tariff ruling makes over $175 billion in US revenue subject to refunds, Penn-Wharton estimates (David Lawder/Reuters)
https://www.reuters.com/world/us-tariff-revenue-risk-supreme-court-ruling-tops-175-billion-penn-wharton-2026-02-20/
http://www.memeorandum.com/260220/p85#a260220p85

Finally have been trying out https://github.com/boyter/scc for counting (unique) lines of code, comments, DRYness and complexity and getting a better and more aggregated overview of the scale of my ht…

GitHub - boyter/scc: Sloc, Cloc and Code: scc is a very fast accurate code counter with complexity calculations and COCOMO estimates written in pure Go
Sloc, Cloc and Code: scc is a very fast accurate code counter with complexity calculations and COCOMO estimates written in pure Go - boyter/scc

Estimating Electron Densities in the Middle Solar Corona using White-light and Radio Observations: https://arxiv.org/abs/2602.09819 -> "Traditionally, routine estimates of coronal density have relied exclusively on white-light observations. However, these density estimates, obtained by inverting the white-light data, require simplifying assumptions, which may affect the robustness of the measurements. [...] In this study, we estimate the coronal electron densities in the middle corona [...] using low-frequency radio observations from the recently commissioned Long Wavelength Array at the Owens Valley Radio Observatory (OVRO-LWA)."

Koh, who defected to South Korea in recent years, provides a rare window into Kim Jong Un’s digital warriors, who have managed to infiltrate hundreds of Fortune 500 companies, according to estimates from Google’s Mandiant division.
https://www.ws…

2024-25 COVID vaccine 80% effective against death, CDC estimates:
https://www.cidrap.umn.edu/covid-19/2024-25-covid-vaccine-80-effective-against-death-cdc-estimates

un_migrations: UN migration stock (2015)
A network of migration between countries, collected by the United Nations. A directed edge gives the flow of migration, and an edge property gives the number of migrants, for each given year and sex. Estimates are presented for 1990, 1995, 2000, 2005, 2010 and 2015 and are available for all countries and areas of the world. The estimates are based on official statistics on the foreign-born or the foreign population.
This network has 232 no…

Half of the world's coral reefs suffered major bleaching during the 2014–2017 global heat wave, estimates suggest https://phys.org/news/2026-02-world-coral-reefs-major-global.html

Half of the world's coral reefs suffered major bleaching during the 2014–2017 global heat wave, estimates suggest
Benefits to society from coral reefs, including fisheries, tourism, coastal protection, pharmaceutical discovery and more, are estimated at about $9.8 trillion per year. For the first time, an international team led by Smithsonian researchers estimated the extent of coral bleaching worldwide during a global marine heat wave, finding that half of the world's reefs experienced significant damage. Another heat wave began in 2023 and is ongoing.

You know the Drake equation that estimates how many alien civilizations should be out there?
My boy Drake forgot to factor in how all civilizations crumble to dust because a majority of beings get chatbot psychosis and eventually nothing works anymore and everyone dies.

What is the Chagos deal?
Last year, Sir Keir agreed a deal to hand over the Chagos Islands to Mauritius,
while retaining control of the UK-US military base on the island of Diego Garcia.
In return, the UK has been promised a 99-year lease on the base,
in return for an average annual fee of £101m in current prices.
The government estimates this will mean a total cost of £3.4bn.
These islands are currently governed by the UK as the
"British India…

What is the UK’s Chagos Islands deal and why has Trump labelled it ‘great stupidity’?
The US president has appeared to change his view on the deal

Source: the TikTok US deal values it at just around $14B; TikTok's US entity makes roughly $14B annually in advertising revenues alone, per analyst estimates (Sara Fischer/Axios)
https://www.axios.com/2026/01/23/tiktok-deal-trump-app-ban

TikTok divestiture deal closes
The deal ends a yearslong saga to force TikTok's Chinese parent ByteDance to sell the company's U.S. operation.

Intel says it struggled to satisfy demand for its server chips used in AI data centers, and forecasts Q1 2026 revenue and profit below market estimates (Reuters)
https://www.reuters.com/business/intel-forecasts-first-quarter-sales-profi…

Pentagon estimates first 6 days of Iran war cost $11.3B
https://thehill.com/homenews/5780153-operation-epic-fury-cost/

un_migrations: UN migration stock (2015)
A network of migration between countries, collected by the United Nations. A directed edge gives the flow of migration, and an edge property gives the number of migrants, for each given year and sex. Estimates are presented for 1990, 1995, 2000, 2005, 2010 and 2015 and are available for all countries and areas of the world. The estimates are based on official statistics on the foreign-born or the foreign population.
This network has 232 no…

Global aid cuts could lead to 23 million deaths by 2030, study estimates:
https://www.cidrap.umn.edu/public-health/global-aid-cuts-could-lead-23-million-deaths-2030-study-estimates

Trump administration says cost of Iran war's first two days was $5.6 billion, source says (Patricia Zengerle/Reuters)
https://www.reuters.com/world/middle-east/trump-administration-estimates-cost-iran-wars-first-two-days-56-bln-source-says-2026-03-10/
http://www.memeorandum.com/260310/p111#a260310p111

The Department of Justice estimates that American police officers shoot 10,000 pet dogs in the line of duty each year.
It is impossible to ascertain a reliable number, however, because most law enforcement agencies do not maintain accurate records of animal killings.
The tally may be substantially higher, and some suggest it could reach six figures.

Netflix's ad revenue hit $1.5B in 2025, up by more than 2.5x vs. 2024, and viewing hours grew 2% YoY in H2, driven by a 9% rise in viewing of branded originals (Dade Hayes/Deadline)
https://deadline.com/2026/01/netflix-earnings-q4-2025-stranger-things-12…

Netflix Edges Wall Street’s Q4 Estimates, Says Ad Revenue Topped $1.5B In 2025
Netflix's fourth-quarter results edged Wall Street analysts' estimates, and the company cited "great progress" in its nascent advertising business.

un_migrations: UN migration stock (2015)
A network of migration between countries, collected by the United Nations. A directed edge gives the flow of migration, and an edge property gives the number of migrants, for each given year and sex. Estimates are presented for 1990, 1995, 2000, 2005, 2010 and 2015 and are available for all countries and areas of the world. The estimates are based on official statistics on the foreign-born or the foreign population.
This network has 232 no…

NYT and CCDH analysis: Grok created and shared 1.8M sexualized images of women between December 31 and January 8, after Elon Musk promoted the feature on X (New York Times)
https://www.nytimes.com/2026/01/22/technology/grok-x-ai-elon-musk-deepfakes.html

Elon Musk’s Grok A.I. Chatbot Made Millions of Sexualized Images, New Estimates Show
Over nine days, Elon Musk’s Grok chatbot generated and posted 4.4 million images, of which at least 41 percent were sexualized images of women.

Source: the TikTok US deal values it at just around $14B; TikTok's US entity makes roughly $14B annually in advertising revenues alone, per analyst estimates (Sara Fischer/Axios)
https://www.axios.com/2026/01/23/tiktok-deal-trump-app-ban

TikTok divestiture deal closes
The deal ends a yearslong saga to force TikTok's Chinese parent ByteDance to sell the company's U.S. operation.

#NorthDakota "likely topped 800,000 residents for the first time in history, state demographer Nigel Haarstad said. Births continue to exceed deaths, and the amount of people moving into the state outpaces people moving out"

North Dakota has likely surpassed 800,000 residents, state demographer says
The state continues to set record population numbers year over year, according to U.S. Census estimates.

Extremal Alexandrov estimates: singularities, obstacles, and stability
Tianling Jin, Xushan Tu, Jingang Xiong
https://arxiv.org/abs/2602.06468 https://arxi…

eBay reports Q4 revenue up 15% YoY to $3B, vs. $2.87B est., GMV up 10% to $21.2B, and forecasts Q1 profit above estimates; EBAY jumps 6% after hours (Spencer Soper/Bloomberg)
https://www.bloomberg.com/news/articles/2026-02-18/eb…

A programmer estimates his typical day of coding with Claude Code is equivalent to running the dishwasher an extra time, much more energy than a "median query" (Simon P. Couch)
https://www.simonpcouch.com/blog/2026-01-20-cc-impact/

The list of qualifying documents in the SAVE Act for proving citizenship appears long -- but many of them come with qualifiers.
Under the bill, a REAL ID -compliant driver’s license would have to indicate that “the applicant is a citizen,”
--- but not all do.
Only five states
— Michigan, Minnesota, New York, Vermont and Washington
— offer the type of enhanced REAL IDs that explicitly indicate U.S. citizenship.
Standard driver’s licenses, generally available…

Documents required by GOP's voting bill can be difficult and costly to get
Congressional Republicans are pushing voting legislation that's backed by President Donald Trump and would require voters to produce documentary proof of citizenship in order to register for federal elections. Obtaining those records and paying for them may not be as easy as the bill’s promoters make it sound. There's a range of hurdles, including the time and money involved in getting birth certificates or passports. A University of Maryland study estimates that 21.3 million Americans who ar…

Early Iran strikes cost $5.6 billion in munitions, Pentagon estimates (Noah Robertson/Washington Post)
https://www.washingtonpost.com/national-security/2026/03/09/iran-war-cost/
http://www.memeorandum.com/260309/p126#a260309p126

Sources: Anthropic projected a 40% gross margin from selling AI to companies and devs in 2025, down from earlier estimates of 50% due to higher inference costs (Sri Muppidi/The Information)
https://www.theinformation.com/articles/anthropic…

Anthropic Lowers Gross Margin Projection as Revenue Skyrockets
Anthropic last month projected it would generate a 40% gross profit margin from selling AI to businesses and application developers in 2025, according to two people with knowledge of its financials. That margin was 10 percentage points lower than its earlier optimistic expectations, though it’s ...

un_migrations: UN migration stock (2015)
A network of migration between countries, collected by the United Nations. A directed edge gives the flow of migration, and an edge property gives the number of migrants, for each given year and sex. Estimates are presented for 1990, 1995, 2000, 2005, 2010 and 2015 and are available for all countries and areas of the world. The estimates are based on official statistics on the foreign-born or the foreign population.
This network has 232 no…

Cisco reports Q2 revenue up 10% YoY to $15.35B, vs. $15.12B est., and forecasts Q3 adjusted EPS only in line with estimates; CSCO drops 7% after hours (Jordan Novet/CNBC)
https://www.cnbc.com/2026/02/11/cisco-csco-q2-earnings-report-2026.html

Cisco's stock drops 7% on mediocre forecast even as earnings and revenue top estimates
Cisco reported revenue growth in the quarter of close to 10%, topping analysts' estimates.

While Europe complains and whines that transitions in the way cars are powered are not really possible, or at least not within a generation, and that it is best for Europe to abandon any ambition to lead the way in the global car market, because if you cannot win the race by moving forward, you will at least be the first to return if you crawl backwards, Indonesia is demonstrating an impressive example of an S-curve in

News Corp reports $242M in Q2 net income, down 21% YoY, rev. up 6% YoY to $2.36B vs. $2.30B est., digital-only WSJ subs up 13% to 4.3M, HarperCollins rev. up 6% (Corbin Bolies/The Wrap)
https://www.thewrap.com/media-platforms/journalism/news-corp-q2-2026-earnin…

News Corp Tops Wall Street Estimates on Dow Jones Subscriber Gains
The company's real estate business also posted revenue growth

Pinterest reports Q4 revenue up 14% YoY to $1.32B, vs. $1.33B est., MAUs up 12% to 619M, and forecasts Q1 revenue below estimates; PINS drops 17% after hours (Jonathan Vanian/CNBC)
https://www.cnbc.com/2026/02/12/pinterest-pins-q4-earnings-report-2025.html…

Pinterest shares tank 20% on earnings miss, weak guidance
The company said it expects first-quarter sales to come in between $951 million to $971 million, trailing analyst estimates of $980 million.

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 (Dylan Butts/CNBC)
https://www.cnbc.com/2026/01/28/sk-hynix-smashes-…

SK Hynix smashes earnings estimates as AI memory demand drives record profit
South Korea's SK Hynix on Wednesday posted record quarterly revenue and profit, to beat estimates.

Nobody really knows the scale of the U.S. housing crisis
America faces a serious housing shortage, one that Moody’s estimates would take more than 2 million new homes to resolve.

But over at Goldman Sachs, analysts put the number at
3 million.
Zillow’s estimate tops 4 million,
while Brookings projects 5 million,
and McKinsey says 8 million.
Meanwhile, congressional Republicans insist the shortfall is closer to 20 million.

Then there are the …

Why nobody really knows the scale of the U.S. housing crisis
Experts say the U.S. needs an additional 2 million to 20 million homes to fix the shortfall, underscoring the challenge of meeting the nation’s housing needs.

AppLovin reports Q4 revenue up 66% YoY to $1.66B, vs. $1.61B est., and forecasts Q1 revenue and adjusted EBITDA above estimates; APP drops 6% after hours (Luke Kawa/Sherwood News)
https://sherwood.news/markets/applovin-q4-earnings-software-adtech-ai/

AppLovin delivers top- and bottom-line beats in Q4 with Q1 guidance ahead of estimates
The ad tech company just released Q4 results.

SiriusXM reported Q4 net income of $99M vs. $287M a year ago, rev. of $2.19B vs. $2.17B est., and "robust" guidance including an in-car audio focus; SIRI up 9% (Adam Jacobson/Radio & Television Business Report)
https://rbr.com/sirius-xm-shares-soar-on-earnings-st…

Sirius XM Shares Soar On Earnings Street Beat | Radio & Television Business Report
Year-over-year sales were flat. Subscriber rolls were down compared to the final three months of 2024. Earnings per share estimates were much more robust than the actual results. That latter win led investors to express pleasure with the Q4 2025 fiscal health report from Sirius XM.

Figma reports Q4 revenue up 40% YoY to $303.8M, vs. $293.15M est., and forecasts Q1 revenue above estimates; FIG jumps 15% after hours (Jordan Novet/CNBC)
https://www.cnbc.com/2026/02/18/figma-fig-q4-earnings-report-2025.html

Figma stock jumps 20% as company sees AI monetization accelerating growth
The design software company maintained its gross margin even as more people adopted the Figma Make artificial intelligence tool.

Palantir reports Q4 revenue up 70% YoY to $1.41B, vs. $1.33B est., and forecasts FY 2026 and Q1 revenue above estimates; PLTR jumps 6% after hours (Samantha Subin/CNBC)
https://www.cnbc.com/2026/02/02/palantir-pltr-q4-2025-earnings.html

Palantir beats fourth-quarter estimates on the strength of AI and defense demand
Palantir topped Wall Street's fourth-quarter estimates as more businesses and the U.S. government race to buy its artificial intelligence tools.

Iranian drone attacks could disrupt the Strait of Hormuz for months,
but how long the Islamic Republic could sustain its missile barrage is less clear, according to intelligence sources and military analysts.
Iran's drone production capacity is around 10,000 per month
Iran's missile stockpile estimates vary widely, affecting conflict duration
Sea mines could prolong disruption in the Strait of Hormuz
Drone attacks have penetrated Gulf states'…

DoorDash reports Q4 revenue up 38% YoY to $3.96B, vs. $3.99B est., total orders up 32% to 903M, and forecasts Q1 adjusted EBITDA below estimates (Samantha Subin/CNBC)
https://www.cnbc.com/2026/02/18/doordash-dash-q4-2025-earnings.html

Doordash falls 8% on lackluster fourth-quarter results
Investors have raised concerns over the company ambitious investing plans as it ramps up its artificial intelligence and autonomous tech

Cadence shares closed up 7.6% on Wednesday after the chip design company reported Q4 revenue up ~6% to $1.44B and adjusted EPS of $1.99, both above estimates (Lora Kolodny/CNBC)
https://www.cnbc.com/2026/02/18/cadence-design-systems-stock-earnings-ai-chip.h…

Cadence Design Systems shares pop on earnings beat, custom chip optimism
CEO Anirudh Devgan said he expects the trend of companies making their own custom chips to accelerate.

Micron reports Q2 revenue up 196% YoY to $23.9B, vs. $19.7B est., expects 2026 capex to exceed $25B, vs. $22.4B est., and forecasts Q3 revenue above estimates (Dina Bass/Bloomberg)
https://www.bloomberg.com/news/articles/202…

Amazon's Melania documentary opens with $7M at the North American box office, above pre-release estimates of $3M to $5M; Amazon spent $75M on the documentary (Rebecca Rubin/Variety)
https://variety.com/2026/film/box-offi

Melania Box Office: First Lady Doc Beats Expectations
Sam Raimi's thriller "Send Help" lead the box office over several newcomers, including the "Melania" doc and YouTuber Markiplier's "Iron Lung."

Flu cases are rising with a strain that makes older people sicker m
The CDC estimates there have been at least 4.6 million flu-related illnesses,
at least 49,000 hospitalizations
and 1,900 deaths this season,
which started in late September and may run through March or April.

The wrinkle is a new strain of flu which is a version of H3N2, a type of influenza A, that’s quickly become the most common one in the U.S.
The H3N2 strain is typically associated wi…

Flu cases are rising with a strain that makes older people sicker
Flu season is ramping up in the U.S., marked by a new strain that could make vaccines less effective. Covid cases remain down.

Palo Alto Networks reports Q2 revenue up 15% YoY to $2.6B, vs. $2.58B est., and projects Q3 adjusted EPS below estimates; PANW drops 7% after hours (Elias Schisgall/Wall Street Journal)
https://www.wsj.c…

The Trump administration is purchasing warehouses across the U.S. with the intention of converting them into immigration jails
as the White House expands its brutal immigration crackdown.
At least seven sites being looked at by the administration could be used to imprison 7,500 people or more,
with some sites coming close to a 10,000-person figure.
All told, the 23 warehouse sites being considered by the Department of Homeland Security (DHS) would imprison as many as 8…

DHS Seeks to Convert Giant Warehouses Across US Into Immigration Jails
A total of 23 converted warehouses could imprison up to 80,000 people, estimates suggest.

Apple reports Q1 revenue from Services, which includes the App Store, Apple Pay, Apple TV, Apple Music, and iCloud, up 14% YoY to $30B, in line with estimates (Todd Spangler/Variety)
https://variety.com/2026/digital/news/apple-earnings-q1-2026-i…

Apple Revenue Pops 16% to Nearly $144 Billion in Year-End 2025 Quarter on iPhone 17 Sales Blitz, Services Biz Hits $30 Billion
Apple booked a record haul for the December 2025 quarter thanks to a spike in iPhone sales, while its services business hit $30 billion.

Affirm reports Q2 revenue up 30% YoY to $1.12B, vs. $1.06B est., GMV up 36% to $13.8B, and forecasts Q3 revenue slightly above est.; AFRM drops 6% after hours (Reinhardt Krause/Investor's Business Daily)
https://www.investors.com/news/technology/affir…

Affirm Earnings, Revenue, Merchant Volume Top Estimates
Affirm stock dipped amid fiscal Q2 earnings and revenue that topped estimates while guidance came in slightly above views.

TSMC projects capital spending in 2026 at between $52B and $56B, up 25% from 2025, and forecasts ~30% YoY revenue growth in 2026, both above analyst estimates (Bloomberg)

Super Micro reports Q2 net sales up 123% to $12.7B, vs. $10.43B est., and expects Q3 net sales above estimates; SMCI jumps 5% after hours (Luke Kawa/Sherwood News)
https://sherwood.news/markets/super-micro-computer-q2-2026-earnings-ai-boom-bubble-s…

Super Micro crushes estimates for Q2, offers strong guidance
The AI server company just released its fiscal Q2 results.

TSMC reports Q4 net profit up 35% YoY to a record ~$16B, handily beating estimates, as it benefited from surging demand for AI chips (Reuters)
https://www.reuters.com/world/china/tsmc-q4-profit-jumps-35-record-beats-expectations-2026-01-15/

PitchBook estimates that 25% of VC-backed unicorns have become "undercorns," startups once valued at $1B or more by VCs but now valued below that threshold (Dan Primack/Axios)
https://www.axios.com/2026/02/13/vc-unicorn-companies

VC-backed unicorns are losing their horns
A quarter of "unicorn" startups have likely seen their market value drop below $1 billion, per PitchBook.

BMBL jumps 30% after Bumble reported Q4 revenue above estimates and unveiled an AI-driven app overhaul to lure back users; BMBL is down 90% since its 2021 IPO (Kritika Lamba/Reuters)
https://www.reuters.com/business/bumble-shar…

Adobe reports Q1 revenue up 12% YoY to $6.4B, vs. $6.28B est., adjusted EPS above estimates, and forecasts Q2 revenue between $6.43B and $6.48B, vs. $6.43B est. (Zaheer Kachwala/Reuters)
https://www.reuters.com/sustainability/boa

Applied Materials reports Q1 revenue down 2% YoY to $7.01B, vs. $6.86B est., and forecasts Q2 revenue above estimates; AMAT jumps 12% after hours (Dina Bass/Bloomberg)
https://www.bloomberg.com/news/articles/2026-02-12/appli…

Airbnb reports Q4 revenue up 12% YoY to $2.78B, vs. $2.72B est., Nights and Seats Booked up 10% to 121.9M, and forecasts Q1 revenue above estimates (Ashley Capoot/CNBC)
https://www.cnbc.com/2026/02/12/q4-airbnb-abnb-earnings-2025.html

Airbnb shares pop on company's revenue beat, rosy guidance
Airbnb reported fourth-quarter results that beat on revenue and offered rosy guidance.

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 (Dylan Butts/CNBC)
https://www.cnbc.com/2026/01/29/samsung-record-q4-2025-profit-…

Samsung profit triples, beating estimates as AI chip demand fuels memory shortage
Samsung Electronics reported an over three-fold surge in fourth-quarter profits, hitting a new record and beating analysts' estimates.

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 (Brody Ford/Bloomberg)
https://www.bloomberg.com/news/articles/2026-01-28/ib…

Seagate reports Q2 revenue up 22% YoY to $2.83B, vs. $2.73B est., forecasts Q3 results above estimates on strong data storage demand; STX jumps 8% after hours (Zaheer Kachwala/Reuters)
https://www.reuters.com/business/seagate-f

Cloudflare reports Q4 revenue up 34% YoY to $614.5M, vs. $591.3M est., and forecasts full-year and Q1 revenue above estimates; NET jumps 14% after hours (Mike Wheatley/SiliconANGLE)
https://siliconangle.com/2026/02/10/cloudflare…

Cloudflare crushes analysts' expectations on revenue and its stock soars in late trading - SiliconANGLE
Cloudflare crushes analysts' expectations on revenue and its stock soars in late trading - SiliconANGLE

Shopify reports Q4 revenue up 31% YoY to $3.7B, vs. $3.59B est., and forecasts Q1 revenue growth at a low-thirties percentage rate, vs. 25% est.; SHOP jumps 10% (Deborah Sophia/Reuters)
https://www.reuters.com/business/retail-co

Grab agrees to acquire US fintech company Stash Financial in a deal initially valued at $425M and forecasts FY 2026 revenue of $4.04B-$4.1B, below $4.13B est. (Zaheer Kachwala/Reuters)
https://www.reuters.com/business/autos-tr…

HPE reports Q1 revenue up 18% YoY to $9.3B, vs. $9.37B est., Cloud and AI revenue down 2.7% YoY to $6.3B but reports an AI server backlog of $5B (Dina Bass/Bloomberg)
https://www.bloomberg.com/news/articles/2026-03-09/hpe-project…

Roblox reports Q4 bookings up 63% YoY to $2.2B vs. $2.05B est., DAUs up 69% to 144M, and forecasts FY 2026 bookings above estimates; RBLX jumps 18% after hours (Zaheer Kachwala/Reuters)
https://www.reuters.com/business/roblox-fo

Alphabet says it expects 2026 capex to be in the range of $175B to $185B, above estimates of about $115.26B (Deborah Sophia/Reuters)
https://www.reuters.com/business/google-parent-alphabet-forecasts-sharp-surge-2026-capital-spen…

Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to memory supply shortage; QCOM drops 9% after hours (Reuters)
https://www.reuters.com/world/china/qualcomm…

Arm reports Q3 revenue up 26% YoY to $1.24B, vs. $1.22B est., and license and other revenue up 25% to $505M, vs. $519.9M est.; ARM drops 7% after hours (Reuters)
https://www.reuters.com/business/retail-cons…

Sony reports Q3 gaming and network services revenue down 4% YoY to $10.5B, profit up 19% YoY to ~$889M, and PlayStation 5 sales down 16% YoY to 8M units (Sam Nussey/Reuters)
https://www.reuters.com/world/asia-pacific/sony-thir…

MongoDB reports Q4 revenue up 27% YoY to $695.1M, vs. $670M est., and forecasts Q1 adjusted earnings per share below estimates; MDB drops 22% after hours (Angela Palumbo/Barron's Online)
https://www.barrons.com/articles/mongodb-e

EA reports Q3 net bookings up 38% YoY to $3.05B, vs. $2.86B est., driven by strong sales of Battlefield 6, and net income of $88M, down from $293M a year ago (Zaheer Kachwala/Reuters)
https://www.reuters.com/business/ea-beats-

Sea's NY-listed shares fell as much as 27% on March 3, their worst intraday drop since 2023, after reporting Q4 net income up 73% YoY to $410.9M, vs. $442M est. (Olivia Poh/Bloomberg)
https://www.bloomberg.com/news/articles/20

Dell stock closes up 22%, its biggest single-day gain since March 1, 2024, after the company gave an outlook for sales of its AI servers that exceeded estimates (Dina Bass/Bloomberg)
https://www.bloomberg.com/news/articles/20…

Microsoft says capital expenditures for Q2 hit $37.5B, exceeding analyst estimates for $36.2B; MSFT drops 4% after hours (Matt Day/Bloomberg)
https://www.bloomberg.com/news/articles/2026-01-28/microsoft-drops-after-reporting-…

Advantest shares hit a record high after the chip equipment maker beat Q3 earnings estimates and raised its FY operating profit forecast from $2.45B to $2.97B (Momoka Yokoyama/Bloomberg)
https://www.bloomberg.com/news/articles/202…

Apple reports Q1 revenue from Services, which includes the App Store, Apple Pay, Apple TV, Apple Music, and iCloud, up 14% YoY to $30B, in line with estimates (Todd Spangler/Variety)
https://variety.com/2026/digital/news/apple-earnings-q1-2026-i…

Apple Revenue Pops 16% to Nearly $144 Billion in Year-End 2025 Quarter on iPhone 17 Sales Blitz, Services Biz Hits $30 Billion
Apple booked a record haul for the December 2025 quarter thanks to a spike in iPhone sales, while its services business hit $30 billion in revenue.

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. (Reuters)
https://www.reuters.com/business/asml-q4-bookings…

Jones Lang LaSalle projects Malaysia's operational data center capacity to increase from ~1,025 MW at the end of 2025 to ~2,100 MW by the end of 2026 (Norman Goh/Nikkei Asia)
https://asia.nikkei.com/business/technology/malaysia-s-data…

Malaysia's data center capacity set to double by end-2026
Southern state of Johor to lead country's booming sector: JLL estimates

Sources: Nvidia has allocated ~70% of its 2026 HBM4 demand to SK hynix; Counterpoint estimates SK hynix will account for 54% of the global HBM4 market in 2026 (Kang Yoon-seung/Yonhap News Agency)
https://en.yna.co.kr/view/AEN20260128002800320

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 (Arsheeya Bajwa/Reuters)
https://www.reuters.com/business/analog-chipmaker-tex…

Apple expects Q2 revenue to grow 13% to 16% YoY, vs. 10% est.; it's currently constrained by iPhone processor supply and expects memory costs to rise after Q2 (Reuters)
https://www.reuters.com/business/apple-sales-p…

STMicro reports Q4 net revenue up 0.2% YoY to $3.33B, operating income down 66% YoY to $125M, and forecasts Q1 2026 net revenue of $3.04B, above $2.92B est. (Christina Kyriasoglou/Bloomberg)
https://www.bloomberg.com/news/articles/202…

Meta projects 2026 capital expenditures will be $115B to $135B, exceeding the $110.6B average analyst estimate and up from $72.2B in 2025 (Riley Griffin/Bloomberg)
https://www.bloomberg.com/news/articles/2026-01-28/meta-says-2026-s…