Palantir Shares Jump on Q4 Earnings Beat; Disney, NXP Decline

Palantir Technologies (PLTR) stock surged after the company reported stronger-than-expected fourth-quarter results on February 2, 2026, while shares of Disney (DIS) and NXP Semiconductors fell following their earnings releases. As of January 30, 2026, 33% of S&P 500 companies have reported Q4 results, with analysts forecasting an 11.9% year-over-year increase in earnings per share—marking the 10th straight quarter of annual earnings growth and the fifth of double-digit gains. Expectations have risen from an initial 8.3% projection, driven largely by strong tech sector performance. This week’s earnings calendar includes major names like Alphabet, Amazon, AMD, Qualcomm, Chipotle, PepsiCo, Uber, and Snap, as investors weigh ongoing themes such as AI investment, U.S. tariff policies, and divergent consumer spending trends.