Uber is scheduled to report results for its fourth fiscal quarter before the market opens on Wednesday, February 4.

Here’s why it changes nothing about the long-term setup—and may have just made it better.

The immediate trigger for the rout appears to be a replay of concerns first aired after Broadcom’s December guidance.

Palantir delivered a huge earnings beat — not just on revenue and EPS, but with forward guidance that far exceeded Wall Street’s expectations.