Key Points Demand for AMD's chips is rising. But apparently not fast enough. 10 stocks we like better than Advanced Micro Devices › Shares of Advanced Micro Devices (NASDAQ: AMD) sank on Wednesday after the semiconductor designer's growth forecast didn't measure up to investors' sky-high expectations. By the close of trading, AMD's stock price was down more than 17%. Where to invest $1,000 right n...
Key Points Demand for AMD's chips is rising. But apparently not fast enough. 10 stocks we like better than Advanced Micro Devices › Shares of Advanced Micro Devices (NASDAQ: AMD) sank on Wednesday after the semiconductor designer's growth forecast didn't measure up to investors' sky-high expectations. By the close of trading, AMD's stock price was down more than 17%. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » AMD's chips are selling well AMD's fourth-quarter revenue climbed 34% year over year to $10.3 billion. The chipmaker's data center sales jumped 39% to $5.4 billion, fueled by rising demand for its EPYC processors and Instinct graphics processing units (GPUs). "Hyperscalers are expanding their infrastructure to meet growing demand for cloud services and AI, while enterprises are modernizing their data centers to ensure they have the right compute to enable new AI workflows," CEO Lisa Su said during a conference call with analysts. AMD also saw solid growth in its client and gaming segment, with revenue rising 37% to $3.9 billion. The company's highly regarded Ryzen processors helped AMD take share from rival Intel in the personal computer (PC) market. AMD's Radeon GPUs were also well received by gaming customers. All told, AMD's adjusted net income increased 42% to $2.5 billion, or $1.53 per share. That was above Wall Street's estimates, which had called for adjusted per-share profits of $1.32. Taking their gains and running Looking ahead to the first quarter, AMD guided for revenue of $9.5 billion to $10.1 billion. The midpoint of that range would be year-over-year growth of over 30%. Investors, apparently, wanted more. Some analysts reportedly wanted AMD to offer an even more aggressive growth forecast, driven by booming AI-related demand. Ultimately, AMD might be a victim of its own success. Prior to today's losses, its stock price had roughly doubled over the past yea...
Key Points After soaring during the COVID-19 pandemic, Chewy stock is now down more than 80% from that peak. This persistent weakness, however, doesn’t reflect the actual sales and earnings growth this company has produced since then. Don’t be surprised if investors start pricing in this continued growth sooner rather than later this year. 10 stocks we like better than Chewy › It's been a tough pa...
Key Points After soaring during the COVID-19 pandemic, Chewy stock is now down more than 80% from that peak. This persistent weakness, however, doesn’t reflect the actual sales and earnings growth this company has produced since then. Don’t be surprised if investors start pricing in this continued growth sooner rather than later this year. 10 stocks we like better than Chewy › It's been a tough past five years for online pet supply store Chewy's (NYSE: CHWY) shareholders. While the stock soared during and because of the onset of the COVID-19 pandemic, it peaked in early 2021. The stock now trades down more than 80% from that high, in fact, after peeling back from a failed recovery effort in 2024. Investors are understandably losing hope. This may be the exact right time to take a fresh look at this scrappy small cap, though. Its growth rate still isn't heroic, but its long-term strategy is undeniably working now, and the company's fiscal results may be on the verge of reaching critical mass. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » A slow-growing but increasingly solidified business If you're not familiar with it, Chewy is an online seller of pet food, toys, treats, and even medicine. It's unique within the business, however, in that it's only an e-commerce company ... no brick-and-mortar retail presence. But it works. Although it also obviously competes with Amazon on this front, data from Bloomberg Intelligence indicates Chewy enjoys about the same one-third share of the online pet supply market that Amazon does. It's growing too, even if only modestly. Its fiscal third-quarter revenue of $3.1 billion was up 8.3% year over year, extending a trend and pace that's been in place for some time now. That's not the chief reason Chewy has become such a compelling prospect again, however. The much better bullish argument is that the company has recently worked its way out of the ...
Record Q1 revenue and EPS driven by flagship handsets, automotive, and IoT, but near-term handset growth is constrained by industry-wide memory shortages. Automotive and IoT segments continue to accelerate, while guidance reflects ongoing supply challenges. Based on QUALCOMM Incorporated [QCOM] Q1 2026 Audio Transcript — Feb. 4 2026 Disclaimer
Record Q1 revenue and EPS driven by flagship handsets, automotive, and IoT, but near-term handset growth is constrained by industry-wide memory shortages. Automotive and IoT segments continue to accelerate, while guidance reflects ongoing supply challenges. Based on QUALCOMM Incorporated [QCOM] Q1 2026 Audio Transcript — Feb. 4 2026 Disclaimer
Hardware giant Bunnings has been given the green light to use facial recognition technology on customers in order to prevent crime. The administrative review tribunal this week reversed a 2024 ruling by the Australian privacy commissioner that had found Bunnings breached the privacy of store visitors by scanning and checking their faces. However, the tribunal agreed that Bunnings had not properly ...
Hardware giant Bunnings has been given the green light to use facial recognition technology on customers in order to prevent crime. The administrative review tribunal this week reversed a 2024 ruling by the Australian privacy commissioner that had found Bunnings breached the privacy of store visitors by scanning and checking their faces. However, the tribunal agreed that Bunnings had not properly notified customers that their faces were being scanned. Bunnings deployed facial recognition in 62 stores in New South Wales and Victoria between January 2019 and November 2021, after a two-month trial in one store in 2018. Hundreds of thousands of people who entered the stores in this time had their faces scanned and checked against facial images of hundreds of people who had been banned from Bunnings stores. If there was no match, the image was deleted. Sign up: AU Breaking News email Bunnings appealed the privacy commissioner’s decision to the administrative review tribunal. In a ruling on Wednesday, the ART found Bunnings was entitled to use facial recognition “for the limited purpose of combatting very significant retail crime and protecting their staff and customers from violence, abuse and intimidation within its stores”. “The [technology used by Bunnings] limited the impact on privacy so as not to be disproportionate when considered against the benefits of providing a safer environment for staff and customers in Bunnings stores,” the tribunal said in its decision. The ART heard from two store managers from Box Hill and Broadmeadows about the extent of violence in their stores. “This kind of threatening or abusive behaviour occurred every two to three days on average and caused team members to be visibly shaken and upset,” the ART said of Box Hill manager Shawn Adam’s evidence. “He was, on a daily basis, extremely concerned for his team members and customers.” Bunnings’ national security manager, Alexander MacDonald, told the ART that in the hundreds of investigation...
Alphabet could achieve that even if it grows at a far slower pace than its historic average. Since its August 2004 initial public offering, Alphabet's (GOOG 2.08%)(GOOGL 1.96%) stock has increased in value by more than 133 times. Its compound annual growth rate has been over 25% during those 21 years, which is as impressive as it gets. I don't foresee Alphabet maintaining that average over the nex...
Alphabet could achieve that even if it grows at a far slower pace than its historic average. Since its August 2004 initial public offering, Alphabet's (GOOG 2.08%)(GOOGL 1.96%) stock has increased in value by more than 133 times. Its compound annual growth rate has been over 25% during those 21 years, which is as impressive as it gets. I don't foresee Alphabet maintaining that average over the next couple of decades, but even if we knock over 10% off its growth rate and assume that it averages 15% annual returns over the next 21 years, a single $1,000 investment made today could grow to be worth over $18,000 in that time. Here's how much a one-time $1,000 investment would grow into, assuming it maintains a 15% compound annual growth rate. Years Invested Investment Value 10 $4,045 15 $8,137 20 $16,366 21 $18,821 25 $32,918 Past results don't guarantee future performance, so I don't want to give the impression that this is a given for Alphabet. Averaging 15% annual returns for two-plus decades will be hard for any company, especially one that is already valued at over $4 trillion. But I believe that Alphabet has all the tools to be a long-term portfolio staple. If it keeps innovation at its core, it'll be in good shape.
Getty Images Uber Technologies, Inc. ( UBER ) released its Q4 results , and the market didn't like it very much, with the stock falling about 4%. Since I didn't think it was such a weak earnings report, I added a little more to my position (focused on the long term). It seems to me that the market is still weighing heavily on the potential disruption from Autonomous Vehicles (AVs) and financials t...
Getty Images Uber Technologies, Inc. ( UBER ) released its Q4 results , and the market didn't like it very much, with the stock falling about 4%. Since I didn't think it was such a weak earnings report, I added a little more to my position (focused on the long term). It seems to me that the market is still weighing heavily on the potential disruption from Autonomous Vehicles (AVs) and financials that were only slightly below expectations, so the margin of safety remains quite high, and therefore I maintain my Strong Buy rating. Uber’s Q4: Solid Enough I don't think Uber's quarter was that bad, although the highlights may make it seem like there was a big discrepancy. Revenue, for example, beat estimates by $50 million. But EPS missed by $0.09 , which means it was ~10% lower than the market expected. Meanwhile, the outlook for Q1 was EPS between $0.65 and $0.72, and since the market estimated something closer to $0.75, this was also seen as quite negative. In summary, the top line is doing well, but something on the bottom line did not happen as the market expected. Since it is not possible to access the models of the big banks that estimated Uber's financials, it is difficult to know exactly where the “disappointment” lies. But my guess is that they were overestimating the margin. With operational leverage, I, and I believe most analysts, believe that Uber will be able to increase its margin, but particularly, I expect this to happen in a few years and not in quarters. And in this Q4, Uber managed to deliver a consolidated EBITDA margin of 4.6%, which is not exceptional, but it is better than the other margins of ~4.4% - 4.5% that it delivered throughout 2025. But breaking down the segments, it becomes clear why the margin did not advance further. Incredibly, freight finally achieved an adjusted margin of 0%, so it is no longer contributing negatively to the result (although it is also not growing). Delivery is also doing well, maintaining an EBITDA margin of 4%, wh...
Image source: The Motley Fool. Feb. 4, 2026, 4:30 p.m. ET Call participants President and Chief Executive Officer — Chris Hillebrandt Chief Financial Officer — Sunit Patel Vice President, Investor Relations — Kris Hinson Takeaways Organic growth -- Achieved 4.9% organic growth in 2025, excluding Sprint churn, driven by ongoing 5G network augmentation by customers. -- Achieved 4.9% organic growth i...
Image source: The Motley Fool. Feb. 4, 2026, 4:30 p.m. ET Call participants President and Chief Executive Officer — Chris Hillebrandt Chief Financial Officer — Sunit Patel Vice President, Investor Relations — Kris Hinson Takeaways Organic growth -- Achieved 4.9% organic growth in 2025, excluding Sprint churn, driven by ongoing 5G network augmentation by customers. -- Achieved 4.9% organic growth in 2025, excluding Sprint churn, driven by ongoing 5G network augmentation by customers. Site rental revenues -- Ended 2025 near the high end of guidance for site rental revenues, supported by organic growth and customer demand. -- Ended 2025 near the high end of guidance for site rental revenues, supported by organic growth and customer demand. Adjusted EBITDA and FFO -- Exceeded the high end of 2025 guidance range for both adjusted EBITDA and FFO due to higher service contribution, efficiency initiatives, and lower interest expense. -- Exceeded the high end of 2025 guidance range for both adjusted EBITDA and FFO due to higher service contribution, efficiency initiatives, and lower interest expense. 2026 guidance -- Projects 2026 site rental revenues of $3.9 billion, adjusted EBITDA of $2.7 billion, and AFFO of $1.9 billion at the midpoint, which excludes any contribution from DISH. -- Projects 2026 site rental revenues of $3.9 billion, adjusted EBITDA of $2.7 billion, and AFFO of $1.9 billion at the midpoint, which excludes any contribution from DISH. DISH contract termination -- Terminated DISH agreement in January 2026, seeking to recover over $3.5 billion in remaining payments and resulting in $220 million of churn in full-year 2026. -- Terminated DISH agreement in January 2026, seeking to recover over $3.5 billion in remaining payments and resulting in $220 million of churn in full-year 2026. Workforce reduction -- Announced a 20% reduction in tower and corporate workforce, targeting approximately 1,250 full-time employees, with $65 million in annualized run rate opera...
Massimo Giachetti/iStock Editorial via Getty Images V.F. Corp. ( VFC ) sells branded apparel, footwear, and accessories globally. Its most well-known brands are The North Face, Timberland, and Vans, to name a few. I started covering the firm back in July 2022, with an initial neutral rating , which I later downgraded to a sell, and I've kept that rating ever since. The reasons for the downgrade we...
Massimo Giachetti/iStock Editorial via Getty Images V.F. Corp. ( VFC ) sells branded apparel, footwear, and accessories globally. Its most well-known brands are The North Face, Timberland, and Vans, to name a few. I started covering the firm back in July 2022, with an initial neutral rating , which I later downgraded to a sell, and I've kept that rating ever since. The reasons for the downgrade were deteriorating profitability metrics, unattractive valuation, and concerns about the dividend safety. Analysis history (Author) The aim of this article today is to assess whether the previously established bearish view is still valid or not, especially after the stock's strong price performance in the second half of 2025. For my discussion today, I will be relying on the firm's latest earnings report , on macroeconomic indicators - e.g., consumer confidence—and on a set of traditional price multiples to comment on the valuation. Quarterly Earnings For the sake of comparability and representativeness, I will be looking at VFC's results excluding Dickies. So let us start the discussion by looking at the firm's revenue figures. Sales VFC's revenues grew by 4% compared to the prior year. This quarter was one of only three quarters in the past nine quarters that achieved a positive revenue growth, so these results are something to be optimistic about. It is also important to note that the growth was achieved without negatively impacting the firm's profitability. In fact, the company's gross margin expanded by as much as 10 bps, while its SG&A expenses as a percentage of revenue decreased by 20 bps. These led to an operating margin improvement of 30 bps year-over-year. Results (V.F. Corp) These figures also turned out to be better than what the company guided for earlier. Their guidance for revenue was negative 1% to 3% for revenue growth, which was outperformed due to the stronger-than-expected holiday season, mainly driven by strength in The North Face and Timberland brands, ...
AustralianSuper , the country’s largest pension fund, is hunting private equity deals in Asia to boost its growing portfolio of unlisted assets, according to Chief Executive Officer Paul Schroder . The A$410 billion ($287 billion) fund has yet to unveil a precise allocation target, but intends to deploy significant sums across the region in an effort to expand its private markets holdings, which s...
AustralianSuper , the country’s largest pension fund, is hunting private equity deals in Asia to boost its growing portfolio of unlisted assets, according to Chief Executive Officer Paul Schroder . The A$410 billion ($287 billion) fund has yet to unveil a precise allocation target, but intends to deploy significant sums across the region in an effort to expand its private markets holdings, which stood at A$85 billion as of 30 June last year. Listen and follow The Bloomberg Australia Podcast on Apple , Spotify , YouTube or wherever you get your podcasts. “We are diversifying and thinking about Asia, especially through the PE lens,” Schroder said in an interview Thursday with Bloomberg Television in Melbourne. “We’re just at the beginning of our plan to expand our PE exposures in Asia.” The pivot to Asia would place the region as a key area of growth for the fund’s private equity allocation, which currently represents around 4% of its overall portfolio, but may increase to 10% as the fund grows, Schroder said. Plans to beef up its private markets exposure in the region follow a run of new deals with external fund managers in the US and Europe. Last year, Mark Delaney , the fund’s outgoing chief investment officer, told Bloomberg it was finalizing four new commitments with external private equity fund managers. The pension fund currently has 5.1% of its balanced portfolio invested in private equity. Schroder said AustralianSuper’s Asia PE strategy was to look for opportunities to “co-underwrite, co-invest with deep partners.” “I don’t want to foreshadow exactly what we’ll be doing and where, but I think it’s more likely that those opportunities will exist in those strong, more developed nation economies where we’ve already got existing connections,” Schroder said. AustralianSuper’s expected boost to private equity also comes amid a recent run of underperformance. AustralianSuper’s default option gained 9.5% for the year through June, 2025, lagging the industry average ...