Coca-Cola - Coca-Cola reported mixed earnings, beating adjusted EPS expectations at 58 cents per share compared to the expected 56 cents, but revenue fell short at $11.8 billion against the anticipated over $12 billion [2] - The company issued a modest growth forecast, projecting organic revenue growth of 4-5% and EPS growth of 7-8%, which is seen as steady but not aggressive, contributing to an 8% decline in shares [3][4] - Analysts noted signs of slower consumer demand, with budget-conscious shoppers cutting back on discretionary spending, impacting Coca-Cola's total volume for 2025, which was flat [5] - Despite overall volume challenges, premium brands like Smart Water and Coke Zero Sugar showed growth, with Coke Zero Sugar experiencing a 13% increase in volume [7][8] Semiconductor Industry - A semiconductor company reported a sharp drop in fourth-quarter profit, with adjusted EPS beating expectations at 64 cents per share versus the anticipated 62 cents, while revenue fell 11% to $1.53 billion [11] - The company highlighted growth in its smaller intelligent sensing unit, indicating potential stabilization in key markets, which may suggest moderation in the semiconductor downturn [13] Palantir - Palantir received an upgrade from Daiwa, moving from neutral to buy, despite a 30% pullback from recent highs, with a new price target of $180, indicating confidence in its growth story [15][16] - The upgrade reflects strength in US operations and demand from both government and commercial sectors, with the analytics platform gaining traction [16]