Australia's CSL profit falls 7% on weaker plasma sales, lifts buyback to $750 million Reuters

Welltower press release ( WELL ): Q4 FFO of $1.45 beats by $0.01 . Revenue of $3.18B (+41.3% Y/Y) beats by $190M . Shares -2.89% . Outlook for 2026 We are introducing our 2026 earnings guidance and expect to report net income attributable to common stockholders guidance in a range of $3.11 to $3.27 per diluted share and normalized FFO attributable to common stockholders in a range of $6.09 to $6.25 per diluted share. In preparing our guidance, we have made the following assumptions: Same Store NOI: We expect average blended SSNOI growth of 11.25% to 15.75%, which is comprised of the following components: Seniors Housing Operating approximately 15.0% to 21.0% Seniors Housing Triple-net approximately 3.0% to 4.0% Outpatient Medical approximately 2.0% to 3.0% Long-Term/Post-Acute Care approximately 2.0% to 3.0% Investments: Our earnings guidance includes only those acquisitions announced or closed to date. Furthermore, no transitions, restructures or capital activity beyond those announced to date are included. General and Administrative Expenses: We anticipate general and administrative expenses to be approximately $260 million to $270 million. General and administrative guidance and 2026 normalized FFO guidance include anticipated stock-based compensation expense of approximately $60 million, or approximately $0.08 per diluted share. Development: We anticipate funding an additional $370 million of development in 2026 relating to projects underway as of December 31, 2025. Dispositions: We expect pro rata disposition proceeds of $3.5 billion at a blended yield of 6.8% in the next twelve months. This includes approximately $2.7 billion of consideration from expected property sales and $0.7 billion of expected proceeds from loan repayments. FY FFO consensus is $6.05 FY Revenue consensus is $12.49B More on Welltower Welltower Vs. American Healthcare REIT: Why The Latter Is The Better Buy Today Top performing healthcare REITs year to date Realty Income, FRT, other real est...

Tuesday, February 10, 2026 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including NVIDIA Corp. (NVDA), Amazon.com, Inc. (AMZN) and Regeneron Pharmaceuticals, Inc. (REGN), as well as two micro-cap stocks National Presto Industries, Inc. (NPK) and AXIL Brands, Inc. (AXIL). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today. You can see all of today’s research reports here >>> Ahead of Wall Street The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning. You can read today's AWS here >>> Retail Sales, Import/Export Prices & Q4 Earnings Hit the Tape Today's Featured Research Reports Shares of NVIDIA have gained +4.4% over the past six months against the Zacks Semiconductor - General industry’s gain of +6.2%. The company is benefiting from the strong growth of artificial intelligence (AI) and high-performance accelerated computing. The growing demand for generative AI and large language models using graphics processing units (GPUs) based on NVIDIA’s Hopper and Blackwell architectures is aiding data center revenues. The continued ramp-up of Ada RTX GPU workstations in the ProViz end market, following the normalization of channel inventory, is acting as a tailwind. Collaborations with more than 320 automakers and tier-one suppliers are likely to advance its presence in the autono...

俄罗斯外长拉夫罗夫10日在首都莫斯科说，俄罗斯愿寻求通过对话解决乌克兰问题。据俄罗斯外交部网站消息，拉夫罗夫当天在俄“外交工作者日”庆祝活动上发表讲话说，在乌克兰问题上，俄方寻求对话，并以俄美元首阿拉斯加会晤达成的共识为基础加以解决。 (央视新闻)

Freshworks press release ( FRSH ): Q4 Non-GAAP EPS of $0.14 beats by $0.03 . Revenue of $222.7M (+14.4% Y/Y) beats by $3.94M . Cash, Cash Equivalents, Restricted Cash and Marketable Securities: Cash, cash equivalents, restricted cash and marketable securities were $843.7 million as of December 31, 2025. Full Year 2025 Financial Summary Results Revenue: Total revenue was $838.8 million, representing growth of 16% compared to total revenue of $720.4 million in 2024, and 16% adjusting for constant currency. GAAP Income (Loss) from Operations: GAAP income (loss) from operations was $13.2 million, representing an operating margin of 1.6%, compared to $(138.6) million, representing an operating margin of (19.2)% in 2024. Non-GAAP Income from Operations: Non-GAAP income from operations was $178.0 million, representing a non-GAAP operating margin of 21.2%, compared to $99.1 million, representing a non-GAAP operating margin of 13.8%, in 2024. GAAP Net Income (Loss) Per Share: GAAP diluted net income (loss) per share was $0.63 based on 293.8 million weighted-average shares outstanding, compared to $(0.32) based on 300.8 million weighted-average shares outstanding in 2024. Non-GAAP Net Income Per Share: Non-GAAP diluted net income per share was $0.66 based on 293.8 million weighted-average shares outstanding, compared to $0.43 based on 305.1 million weighted-average shares outstanding in 2024. Net Cash Provided by Operating Activities: Net cash provided by operating activities was $242.4 million, representing an operating cash flow margin of 28.9%, compared to net cash provided by operating activities of $160.6 million, representing an operating cash flow margin of 22.3%, in 2024. Adjusted Free Cash Flow: Adjusted free cash flow was $223.1 million, representing an adjusted free cash flow margin of 26.6% compared to $153.3 million, representing an adjusted free cash flow margin of 21.3% in 2024. More on Freshworks Freshworks: Looks Cheap, But The Risk Is Higher Than It Seems Fr...

【有線新聞】連接美加的戈迪豪國際大橋爭議持續，加拿大總理卡尼跟美國總統特朗普通電話，重申是與美國密歇根州政府共同擁有大橋，相信爭議最終能解決。 美國總統特朗普前一日要脅不容許新落成連接美加的戈迪豪國際大橋通車後，加拿大總理卡尼跟特朗普通電話磋商大橋通車爭議等議題。卡尼形容二人對話氣氛正面，認為有望解決問題，他反駁特朗普的指控，稱加拿大已斥資逾40億加元，當中採用加拿大及美國鋼鐵，以及聘用兩地工人建造大橋。重申大橋由加拿大政府及美國密歇根州政府共同擁有。 卡尼形容項目是兩國合作的好例子，期待大橋盡快通車，對兩國的商業和旅遊活動尤其重要，雙方同意繼續溝通，但沒有交代詳情。 特朗普早前在社交平台發文，指控加拿大貿易上佔美國便宜，又指項目幾乎沒有使用美國建材，要求跟加拿大立即展開談判，並獲分大橋至少一半擁有權。白宮發言人萊維特重申特朗普已在通話中表明立場，不能接受大橋營運和擁有權的安排，美國貿易代表格里爾接受霍士新聞專訪時指，美國期望與加拿大攤分大橋收益，又說大橋爭議會跟美加貿易問題分開談判。 這條長約2.4公里戈迪豪國際大橋原定今年通車，曾獲特朗普力撐，分析認為隨著美加緊張關係持續加劇，特朗普在貿易問題外增加施壓令加拿大作出更多讓步，才會突然轉軚威脅會阻撓通車。

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Abaxx Exchange’s new Excel integration and what it means for investors Abaxx Technologies (NEOE:ABXX) has announced a collaboration between Abaxx Exchange and ipushpull, allowing trading firms to stream Abaxx market data directly into Microsoft Excel, where many already track risk, positions, and exposures. The integration lets users subscribe to Abaxx Exchange datasets, including historical and real-time feeds, with spreadsheet values updating automatically as new data is published across active contracts. See our latest analysis for Abaxx Technologies. Abaxx Technologies’ recent Excel integration news comes at a time when momentum in the share price has picked up again, with a 4.65% 1 day and 13.35% 7 day share price return. The 1 year total shareholder return is very large and points to a stock where expectations and perceived growth potential have already shifted significantly. If this kind of fintech infrastructure story has your attention, it can be helpful to see what else is out there in similar themes. Take a look at 18 cryptocurrency and blockchain stocks as a starting point for other market driven opportunities. With the share price already delivering a very large 1 year return and trading at what looks like a steep discount to the CA$68.33 analyst target and intrinsic estimates, is there still mispricing here, or is the market already banking on future growth? Preferred Price-to-Book of 34.3x: Is it justified? Abaxx Technologies last closed at CA$45.00, and based on a P/B ratio of 34.3x compared with both its software peers and the wider Canadian Software industry, the shares look richly priced on this metric. The price to book ratio compares a company’s market value to its net assets on the balance sheet. It is often used for early stage or asset light software names where profits are not yet established. A P/B of 34.3x suggests investors are payi...

美国总统特朗普：我认为美联储主席提名人凯文·沃什同意所说的。 我认为2026年将会很棒。 重申股市应该因为好消息而上涨。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Mattel press release ( MAT ): Q4 Non-GAAP EPS of $0.39 misses by $0.16 . Revenue of $1.77B (+7.9% Y/Y) misses by $60M . FY26 revenue consensus of $5.62B, Non-GAAP EPS consensus of $1.76. Mattel’s full year 2026 guidance is: (in millions,except EPS and percentages) FY2026 Guidance FY2025 Actual Net Sales +3% to 6%* $5,348 Adjusted Gross Margin Approx. 50% 48.9% Adjusted Operating Income $550 - $600 $620 Adjusted Tax Rate Approx. 24% 20% Adjusted EPS $1.18 - $1.30 $1.41 Click to enlarge Shares -8.3% . More on Mattel Mattel Is Set For Acceleration In 2026 Mattel, Inc. (MAT) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript Mattel Q4 2025 Earnings Preview Mattel has a KPop Demon Hunters doll plan Seeking Alpha’s Quant Rating on Mattel

Diodes press release ( DIOD ): Q4 Non-GAAP EPS of $0.34 beats by $0.07 . Revenue of $391.58M (+15.4% Y/Y) beats by $11.55M . Gary Yu said, “For the first quarter of 2026, we expect revenue to be approximately $395 million, plus or minus 3 percent, representing a 19 percent increase year-over-year and a slight increase sequentially at the mid-point, which is significantly better than typical seasonality. GAAP gross margin is expected to be 31.5 percent, plus or minus 1 percent. Non-GAAP operating expenses, which are GAAP operating expenses adjusted for amortization of acquisition-related intangible assets, are expected to be approximately 26.5 percent of revenue, plus or minus 1 percent. We expect net interest income to be approximately $1.0 million. Our income tax rate is expected to be 18.5 percent, plus or minus 3 percent, and shares used to calculate diluted EPS for the first quarter are anticipated to be approximately 46.4 million.” Shares +5.5% AH. More on Diodes Diodes Incorporated: How Nexperia Could Shape The Path Ahead Diodes Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Diodes Historical earnings data for Diodes Financial information for Diodes

Hinge Health, Inc. press release ( HNGE ): Q4 Non-GAAP EPS of $0.49 beats by $0.06 . Revenue of $170.7M beats by $13.9M . Year Ended 2025 Financial Highlights: Revenue increased 51% year over year to $587.9 million compared to revenue of $390.4 million in 2024. GAAP gross margin was 80% compared to 77% in 2024. Non-GAAP gross margin was 83% compared to 78% in 2024. GAAP loss from operations was $546.4 million compared to GAAP loss from operations of $31.9 million in 2024. Non-GAAP income from operations was $119.5 million compared to non-GAAP loss from operations of $26.1 million in 2024. Net cash provided by operating activities increased 250% to $171.4 million compared to net cash provided by operating activities of $49.0 million in 2024. Free cash flow increased 297% to $179.6 million compared to free cash flow of $45.2 million in 2024. Company Highlights and Key Metrics as of December 31, 2025: LTM calculated billings increased 44% year over year to $671.4 million, compared to $467.5 million as of December 31, 2024. Annual yield of 3.9% in 2025, up 50 basis points compared to 3.4% in 2024. Number of clients increased 25% year over year to 2,830 clients, compared to 2,256 clients as of December 31, 2024. Number of contracted lives increased to 25 million, compared to 20 million as of December 31, 2024. Number of members increased 47% year over year to 782,890, compared to 532,326 as of December 31, 2024. LTM average eligible lives increased 28% year over year to 20.1 million, compared to 15.7 million as of December 31, 2024. Rule of 40 metric was 81 in 2025 compared to 45 in 2024, measured by revenue growth plus free cash flow margin during the period. Financial Outlook: We are providing the following guidance for our first quarter 2026 and full year 2026: Q1 2026: We expect revenue to be between $171 million and $173 million, reflecting year over year growth of 39% at the midpoint. We expect non-GAAP income from operations to be between $30 million and $32 milli...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. NVIDIA (NasdaqGS:NVDA) has announced a series of collaborations focused on industrial, scientific, and educational AI applications. Partners include Opentrons for self-learning lab robotics, Dassault Systèmes for AI infrastructure and virtual twins, and major research institutions for future AI and high performance computing architectures. Additional deployments span education and robotics through BoodleBox and Cyngn, extending NVIDIA platforms into classrooms and autonomous systems. These announcements have been made over the past two weeks and center on applying NVIDIA AI beyond traditional data centers into real-world physical environments. NVIDIA, known for its GPUs and AI computing platforms, is pushing deeper into the physical world of labs, factories, and classrooms with these recent partnerships. For you as an investor, the key point is that NVIDIA AI is being embedded directly into tools used in drug discovery, manufacturing design, and autonomous robotics, not just cloud servers. That broadens how and where NVIDIA hardware and software can be used across the economy. These moves also show how AI is being integrated into practical workflows, from lab automation and virtual twin engineering to education-focused platforms. If you are tracking long-term themes such as automation, high performance computing, and AI skills development, these collaborations offer specific examples of how NVIDIA technology is being positioned as core infrastructure for those trends. Stay updated on the most important news stories for NVIDIA by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on NVIDIA. NasdaqGS:NVDA Earnings & Revenue Growth as at Feb 2026 How NVIDIA stacks up against its biggest competitors Quick Assessment ⚖️ Price vs Analyst Target : ...

onurdongel/iStock via Getty Images Well, who could have guessed that the energy sector is now the best performing sector ( XLE ) in the S&P 500, up almost 20% year to date? No longer the disappointment that investors have had to deal with since the sector reached its previous peak back in early 2024. And all of a sudden the reallocation from growth to value has benefited the energy peers, as they come from behind to take the lead this year. It has also happened at a moment where the AI infrastructure outlay has reached a newer high, getting closer to the $700 billion mark as I turn in this update. And what does it mean for Energy Transfer LP ( ET )? Clarity for its earnings growth in the next few years has been enhanced. As a reminder, I had highlighted that ET had dropped to a solid buy level back in my last write-up. Since then, the stock has outperformed the market, aligning with the boost lifting the energy peers. However, observant investors should also note that ET has underperformed XLE. Recent geopolitical upheavals in Latin America and the Middle East have given impetus for oil and gas stocks more exposed to the current commodity upcycle to re-rate more favorably. XLE surge (Macro Charts) However, I have to indicate that the recovery is more likely predicated on a mean reversion setup instead of a structural recovery for the sector. Moreover, the surge in XLE and its leading constituents has led to a sharp spike that could be digested once the sentiments normalize subsequently. Nevertheless, I think the opportunity for ET through the rest of the decade could very well be broadening as we speak. Simply because the AI outlay is not following any analog that we are familiar with in this fourth industrial AI revolution. Hyperscalers and big tech companies are going for the jugular. And now even Anthropic ( ANTHRO ), having seen how its agentic coding capabilities have stunned Wall Street as well as Silicon Valley, is reportedly discussing building more than 10 ...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Qualcomm (NasdaqGS:QCOM) has completed its acquisition of Alphawave Semi. The deal expands Qualcomm's reach into data center and AI infrastructure markets. The acquisition comes as global memory chip shortages affect handset supply and demand, especially for Android devices. Qualcomm is best known for its mobile chipsets and wireless technology, but the Alphawave Semi acquisition pushes it deeper into data center connectivity and AI infrastructure. For you as an investor, it highlights how the company is looking beyond smartphones at a time when memory constraints and weaker Android demand are putting pressure on the handset market. This move also underlines Qualcomm's interest in next generation computing infrastructure tied to AI workloads and high speed data transfer. Outcomes are uncertain. However, the broader mix of end markets could help the company balance handset exposure with areas linked to cloud, AI training and inference, and advanced connectivity inside data centers. Stay updated on the most important news stories for QUALCOMM by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on QUALCOMM. NasdaqGS:QCOM Earnings & Revenue Growth as at Feb 2026 How QUALCOMM stacks up against its biggest competitors For Qualcomm, closing the Alphawave Semi deal just as memory shortages hit Android handsets hard looks like an effort to lean more on data center and AI-infrastructure revenue, while its core smartphone business faces pressure. The company recently reported quarterly revenue of US$12.25b and net income of US$3.00b, and is also returning cash through buybacks. This move fits into a broader shift from handset-heavy earnings toward a more mixed model that includes connectivity inside data centers, where Nvidia, AMD and Broadcom serve as key reference points. How t...

Barbie maker Mattel plunges as cautious shoppers, lack of digital games weigh on forecast Reuters

Zillow press release ( Z ): Q4 Non-GAAP EPS of $0.39 misses by $0.02 . Revenue of $654M (+18.1% Y/Y) beats by $3.49M . Shares -4.87% . More on Zillow Zillow: Dominance May Be Crumbling (Rating Downgrade) Zillow Group, Inc. (ZG) Presents at Barclays 23rd Annual Global Technology Conference Transcript Zillow's Potential Is Not Reflected In This Low Price Zillow Q4 2025 Earnings Preview Compass said to have lost bid to halt part of Zillow's listing ban policy

Palantir extends multi-year agreement with Airbus for Skywise platform By Investing.com Investing.com India

Lyft ( LYFT ): Q4 EPS of $6.72 may not be comparable to consensus of $0.32. Revenue of $1.59B (+2.6% Y/Y) misses by $160M . Revenue of $1.6 billion, up 3% year over year, which includes a $168 million impact from certain legal, tax, and regulatory reserve changes and settlements. Without this item, revenue would have been $1.8 billion. Record growth in Active Riders: In Q4, Active Riders growth accelerated to 18% year over year to 29.2 million. In2025, Lyft reached another all-time high of 51.3 million annual riders. Gross Bookings of $5.1B, up 19% Y/Y. Q1’26 Outlook• Gross Bookings of approximately $4.86 billion to $5.00 billion, up approximately 17% to 20% year over year.• Adjusted EBITDA of approximately $120 million to $140 million.◦ Adjusted EBITDA margin (calculated as a percentage of Gross Bookings) of approximately 2.5% to 2.8%, inline with Q1 2025. More on Lyft Lyft: With Enormous FCF Growth, The Rally Is Just Getting Started Lyft, Inc. (LYFT) Presents at 53rd Annual Nasdaq Investor Conference Transcript Lyft: An Overlooked Beneficiary Of The AV Revolution Lyft rides to another record quarter, sets goal for 17%-20% bookings growth in Q1 Lyft Q4 2025 Earnings Preview

Jackson Acquisition Company II ( JACS ) on Tuesday said that it has received a notice from the New York Stock Exchange stating that the company is not in compliance with a listing rule requiring a minimum of 300 public stockholders. The notice, dated February 6, gives the company 45 days to submit a plan to regain compliance and up to 18 months from receipt of the notice to meet the requirement, subject to NYSE approval. Jackson Acquisition said the notice has no immediate effect on the listing or trading of its securities, which will continue to trade on the NYSE during the cure period if the exchange approves the company’s plan. JACS -0.19% after hours to $10.49. Source: Press Release More on Jackson Acquisition Company II Seeking Alpha’s Quant Rating on Jackson Acquisition Company II Financial information for Jackson Acquisition Company II

Ford press release ( F ): Q4 Non-GAAP EPS of $0.39 beats by $0.20 . FY25 revenue excluding Ford Credit was $173.99B. Outlook for full-year 2026 includes adjusted EBIT of $8.0 billion to $10.0 billion, adjustedFCF of $5.0 billion to $6.0 billion; and capital spending of $9.5 billion to $10.5 billion More on Ford Ford Q4 Earnings Preview: Focus On Long-Term And Cycles Ford's Change In EV Strategy Is Cause For Concern (Rating Downgrade) Ford Dominates Emerging Market For Compact Pickups, A Positive For Shell-Shocked Investors Ford Q4 earnings on deck: What to expect Earnings week ahead: F, KO, CSCO, SHOP, MCD, BP, AMAT, COIN, MRNA, ROKU, and more

Source: Bloomberg, 40:15

Varex Imaging press release ( VREX ): Q1 Non-GAAP EPS of $0.19 beats by $0.06 . Revenue of $210M (-1.4% Y/Y) beats by $2.2M . Guidance for the second quarter of fiscal year 2026 is as follows: Revenues are expected to be between $210 million and $225 million Non-GAAP net earnings per diluted share is expected to be between $0.15 and $0.25 More on Varex Imaging Varex Imaging Corporation (VREX) Q4 2025 Earnings Call Transcript Varex Imaging Corporation 2025 Q4 - Results - Earnings Call Presentation Varex Imaging Q1 2026 Earnings Preview Varex Imaging outlines stable China outlook and targets growth in Industrial segment for 2026 Seeking Alpha’s Quant Rating on Varex Imaging

【有線新聞】美國聯邦調查局發布蒙面男子在電視主播格斯里失蹤母親南西寓所外的片段，又證實在亞利桑那州扣留一名嫌疑人，總統特朗普呼籲知情人士提供線索。 美國聯邦調查局發布南西寓所門鈴監控攝影機片段，背著背包的蒙面男子，腰間掛著疑似槍套，一度用手遮擋攝影機試圖隱藏身份，他之後用口叼著電筒，再用植物遮蓋攝影機。聯邦調查局局長帕特爾稱，過去多天調查人員嘗試恢復南西住所可能已遺失、損壞或無法存取的影像或片段，最終在後端系統的殘留數據恢復這段影片，又稱該名男子靠近門口時低着頭，反映他知道攝影機的位置。 南西被綁架失蹤逾一周，警方繼續在她寓所及大女兒安妮的住處調查，又與鄰居交談。分析認為犯案人早有預謀，期間神情輕鬆，又稱攝影機片段提供大量重要線索，包括犯案人的服裝、走路方式等，有助鎖定身份。 調查人員又在得州至加州的重要城市豎立尋找南西的廣告牌，呼籲公眾提供線索，而早前懷疑由綁匪寄出的勒索電郵，提及的兩個限期已經分別在周一和上周四到期，聯邦調查局沒有收到任何後續聯繫。 全國廣播公司主播格斯里在社交平台發帖文指，家人相信母親仍活着，希望盡快帶她回家，並列出聯邦調查局和縣警長的電話號碼。白宮稱總統特朗普對南西失蹤感到憤怒，呼籲知情人士聯絡聯邦調查局。

AMD vs. NVDA: What's the Better AI Stock? Nasdaq

A big chunk of the S&P 500 has already reported 2025 Q4 results, though the reporting docket remains stacked for weeks to come. We’ve already heard from six of the Magnificent Seven members, with NVIDIA NVDA the only one yet to report from the beloved group. A peer to NVIDIA, namely Advanced Micro Devices AMD, has already delivered its results, with the stock facing pressure post-earnings. AMD shares have lagged relative to NVDA over the past three months by a fairly wide margin, as shown in the chart below. Zacks Investment Research Image Source: Zacks Investment Research Were AMD’s results bad, or was it more a reflection of profit-taking after a big run over the past year? And what can investors expect from NVIDIA earnings? Let’s take a closer look at the results from AMD and expectations for NVDA. AMD Earnings AMD’s results were positive across the board, breaking records across many key metrics. Q4 revenue grew by 34% year-over-year to a record $10.3 billion, and importantly, Data Center revenue of $5.4 billion also reached a new all-time high. Both metrics clearly paint a strong demand picture for the company, underpinned by the broader AI frenzy that won’t be slowing anytime soon. Below is a chart illustrating AMD’s Data Center sales on a quarterly basis. Zacks Investment Research Image Source: Zacks Investment Research The overall revenue acceleration over recent periods can be seen below. Please note that the chart below does not show actual sales figures but rather the YoY growth rates. Zacks Investment Research Image Source: Zacks Investment Research Sales acceleration is a key factor in share outperformance, particularly so for stocks involved in the AI trade. The sales acceleration paired with favorable sales revisions for its upcoming period (2026 Q1) reflects a notably bullish pairing, with the $9.7 billion expected in the next release suggesting a 32% YoY growth rate. As shown below, the sales estimate has been revised 6% higher since roughly mid-Nov...

A big chunk of the S&P 500 has already reported 2025 Q4 results, though the reporting docket remains stacked for weeks to come. We’ve already heard from six of the Magnificent Seven members, with NVIDIA NVDA the only one yet to report from the beloved group. A peer to NVIDIA, namely Advanced Micro Devices AMD, has already delivered its results, with the stock facing pressure post-earnings. AMD shares have lagged relative to NVDA over the past three months by a fairly wide margin, as shown in the chart below. Were AMD’s results bad, or was it more a reflection of profit-taking after a big run over the past year? And what can investors expect from NVIDIA earnings? Let’s take a closer look at the results from AMD and expectations for NVDA. AMD Earnings AMD’s results were positive across the board, breaking records across many key metrics. Q4 revenue grew by 34% year-over-year to a record $10.3 billion, and importantly, Data Center revenue of $5.4 billion also reached a new all-time high. Both metrics clearly paint a strong demand picture for the company, underpinned by the broader AI frenzy that won’t be slowing anytime soon. Below is a chart illustrating AMD’s Data Center sales on a quarterly basis. The overall revenue acceleration over recent periods can be seen below. Please note that the chart below does not show actual sales figures but rather the YoY growth rates. Sales acceleration is a key factor in share outperformance, particularly so for stocks involved in the AI trade. The sales acceleration paired with favorable sales revisions for its upcoming period (2026 Q1) reflects a notably bullish pairing, with the $9.7 billion expected in the next release suggesting a 32% YoY growth rate. As shown below, the sales estimate has been revised 6% higher since roughly mid-November of 2025, with the biggest revisions happening more recently. The company’s EPS outlook for the upcoming release (2026 Q1) is also bullish, with the current $1.27 Zacks Consensus EPS estimate u...

AMD vs. NVDA: What's the Better AI Stock? Yahoo Finance

AMD vs. NVDA: What's the Better AI Stock? Yahoo Finance Singapore

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March NY world sugar #11 (SBH26) on Tuesday closed down -0.23 (-1.60%), and March London ICE white sugar #5 (SWH26) closed down -7.30 (-1.80%). Sugar prices retreated on Tuesday, with London sugar falling to a 5-year nearest-futures low. Sugar prices have been in a gradual decline over the past three months, with NY sugar falling to a 3-month low last Friday and London sugar slumping to a 5-year nearest-futures low Tuesday, amid continued concerns about global sugar surpluses. Last Friday, Unica reported that Brazil's cumulative 2025-26 Center-South sugar output through mid-January rose by +0.9% y/y to 40.236 MMT. Also, the ratio of cane crushed for sugar rose to 50.78% in 2025/36 from 48.15% in 2024/25. Don’t Miss a Day: The outlook for persistent global sugar surpluses is weighing on prices. Last Wednesday, analysts from sugar trader Czarnikow said they expect a global sugar surplus of 3.4 MMT in the 2026/27 crop year, following an 8.3 MMT surplus in 2025/26. On January 29, Green Pool Commodity Specialists said that they expect a 2.74 MMT global sugar surplus for 2025/26 and a 156,000 MT surplus for 2026/27. Also, StoneX said last Friday it expects a global sugar surplus of 2.9 MMT in 2025/26. The India Sugar Mill Association (ISMA) reported January 19 that India's 2025-26 sugar output from Oct 1-Jan 15 is up +22% y/y to 15.9 MMT. The ISMA on November 11 raised its 2025/26 India sugar production estimate to 31 MMT from an earlier forecast of 30 MMT, up +18.8% y/y. The ISMA also cut its estimate for sugar used for ethanol production in India to 3.4 MMT from a July forecast of 5 MMT, which may allow India to boost its sugar exports. India is the world's second-largest sugar producer. Sugar prices have been weighed down amid prospects of higher sugar exports from India, after India's food secretary said the government may permit additional sugar exports to reduce a domestic supply glut. In November, India's food ministry said it would allow mills to export 1.5 MMT of...