Q4 earnings

Shopify’s Q4 revenue beat expectations, with strong first-quarter guidance. Despite this, its stock fell over 10%, influenced by broader AI concerns and software sector sell-offs. The company highlighted its infrastructure role in AI-driven commerce and a newly approved $2 billion share buyback. Robust holiday sales and exceeding GMV targets contributed to the positive financial results.

Teradyne’s stock price surged due to robust AI-driven demand, exceeding Q4 expectations. The robotics and automation provider reported strong revenue and earnings, with AI contributing over 60% to Q4 revenue and projected to reach 70% next quarter. The company provided an optimistic outlook, anticipating continued year-over-year growth across all businesses throughout 2026, driven by AI’s pervasive impact on the tech landscape.