Earnings Recap - April 13, 2026 (EOD)

 ## Today's Earnings Scorecard Earnings season kicked off with a strong market response, as the S&P 500 rose 1.05%, Nasdaq 100 gained 1.25%, and Dow Jones added 0.64%. Several key technology and financial firms reported robust results, driving notable rallies in their shares. Software and semiconductor companies led the gains, reflecting optimism about AI-driven demand. However, some consumer staples and energy names faced headwinds amid geopolitical tensions and margin pressures. ## Earnings Winners **$ORCL** - +14.40% - Oracle surged after beating expectations with strong cloud revenue growth and expanding its partnership with Bloom Energy, including a $400 million stock warrant deal. Guidance was maintained, signaling confidence in enterprise AI adoption. **$SNOW** - +10.74% - Snowflake posted better-than-expected results, benefiting from AI-driven demand for data cloud services. The stock rallied sharply on upbeat commentary about accelerating customer growth and margin expansion. **$CHYM** - +8.47% - Chyme Therapeutics gained on positive trial data and strong revenue beats, reflecting momentum in its biotech pipeline. **$HES** - +8.65% - Hess Corporation rallied on earnings beat driven by higher oil prices amid Middle East tensions, with management raising production outlook. **$CE** - +8.06% - Celanese reported strong earnings and revenue growth, boosted by higher commodity prices and operational efficiencies. The company raised guidance. **$FDS** - +7.00% - FactSet delivered solid results with revenue and EPS beats, driven by strong demand for its data analytics and AI tools. Guidance was raised. **$NOW** - +7.55% - ServiceNow shares jumped on better-than-expected cloud subscription growth and margin improvement, with management maintaining full-year guidance. **$BX** - +6.09% - Blackstone rallied after reporting record earnings, fueled by strong private equity and credit performance. The firm raised its outlook for asset management fees. **$ADI** - data not available for price move, but noted as a strong performer in sector commentary. **$INTC** - +5.23% - Intel’s shares rose following a record nine-day winning streak, supported by strong AI chip demand and better-than-expected Q1 results. **$PLTR** - +4.23% - Palantir rebounded after a recent selloff, with earnings showing solid growth in government and commercial segments. **$ADBE** - +6.97% - Adobe surged on strong digital media revenue and AI product integration, beating estimates and raising guidance. ## Earnings Losers **$FAST** - -6.83% - Fastenal’s shares dropped despite matching earnings estimates, as revenue was only in line and margin pressures raised concerns about industrial demand softness. **$CAG** - -4.41% - Conagra Brands fell sharply after missing revenue estimates and lowering guidance amid cost inflation and weaker consumer demand. **$PARA** - -4.94% - Paramount Global declined on disappointing subscriber growth and margin contraction in its streaming business. **$SIFY** - -5.88% - Sify Technologies plunged on earnings miss and cautious outlook amid competitive pressures in the Indian IT services market. **$T** - -3.21% - AT&T shares declined after missing revenue estimates and facing ongoing challenges in its wireless segment. **$NEM** - -3.64% - Newmont Mining dropped on margin concerns despite stable production, as rising costs weighed on profitability. **$HSY** - -2.32% - Hershey shares fell after reporting weaker-than-expected sales growth and margin compression due to higher input costs. **$DFS** - -1.19% - Discover Financial Services declined slightly on margin pressure and cautious credit outlook. **$WMT** - -1.63% - Walmart slipped despite solid sales, as margin pressures and geopolitical uncertainty weighed on sentiment. ## After-Hours Earnings **$GS** - Results: Beat EPS and revenue estimates with record equity trading and strong M&A activity; however, shares fell 1.87% in regular session due to weak fixed income trading and cautious outlook on macro pressures. AH reaction: data not available yet. **$IBM** - Results: Delivered solid earnings beat with growth in hybrid cloud and AI services. AH reaction: +3.06% in regular session, likely positive after-hours. **$DELL** - Results: Reported strong Q1 with 6.74% stock gain, driven by AI-related demand for servers and infrastructure. AH reaction: data not available yet. **$META** - Results: Beat estimates with AI-driven ad revenue growth, shares up 1.32% in session. AH reaction: data not available yet. **$MSFT** - Results: Strong earnings beat with 4.25% stock gain, fueled by cloud and AI product strength. AH reaction: data not available yet. **$AMZN** - Results: Beat revenue and EPS estimates, shares rose 0.55%. AH reaction: data not available yet. **$CRM** - Results: Beat estimates with 4.76% stock gain, driven by strong cloud subscription growth. AH reaction: data not available yet. **$COIN** - Results: Strong beat on crypto trading volumes and revenue, shares up 5.60%. AH reaction: data not available yet. **$CVNA** - Results: Beat estimates with 6.83% stock gain, reflecting improving used car market trends. AH reaction: data not available yet. **$PANW** - Results: Beat estimates with 4.67% stock gain, driven by cybersecurity demand. AH reaction: data not available yet. **$WDC** - Results: Strong beat on storage demand, shares up 3.39%. AH reaction: data not available yet. **$DOCS** - Results: Beat estimates with 7.65% stock gain, despite concerns over AI disruption. AH reaction: data not available yet. ## Earnings Themes Today - Revenue trends showed strong growth in technology sectors, especially cloud computing, AI, and semiconductor companies benefiting from AI chip demand. - Margin commentary was mixed; while tech firms highlighted margin expansion through operational efficiencies and product mix, consumer staples and industrials faced margin pressures from inflation and supply chain issues. - Guidance tone was generally positive among software and financial firms, with several raising full-year outlooks amid AI-driven demand. Conversely, some consumer discretionary and staples companies tempered guidance due to geopolitical uncertainty and cost inflation. ## Tomorrow's Earnings Watch - **$TSM** - Before market open - Key metric: AI-driven semiconductor sales and margin outlook. - **$ASML** - Before market open - Key metric: Equipment orders and AI-related demand trends. - **$TXN** - After market close - Key metric: Analog chip demand and margin guidance. - **$QCOM** - After market close - Key metric: Mobile chipset sales and AI integration. - **$COST** - Before market open - Key metric: Same-store sales and margin outlook amid inflation. - **$JPM** - Before market open - Key metric: Loan growth and trading revenue amid macro pressures. ## Key Takeaway Today's earnings reports underscore the bifurcation in the market where technology and financial sectors continue to benefit from AI-driven demand and robust trading activity, fueling strong revenue and earnings beats. Conversely, consumer staples and industrial companies are grappling with margin pressures due to inflation and geopolitical uncertainties, leading to cautious guidance. The market's positive reaction to tech earnings signals investor confidence in AI as a durable growth driver despite broader macroeconomic challenges.