AVGO Stock Jumps to $330 After Hours, As Google Earnings Beat – Is Selling Broadcom Over? Broadcom stock has opened the year under pressure as investors reassess AI-driven valuations and near-term risks, but a boost from Alphabet Written by: Skerdian Meta • • 3 min read • Quick overview Broadcom's stock has faced pressure as investors reassess AI valuations and near-term risks, despite a recent boost from Alphabet's earnings. Concerns over Broadcom's VMware business and insider selling have added to market caution, highlighting uncertainty in the software segment. While Broadcom reported strong operational performance, the stock's selloff reflects a shift in investor focus towards sustainability and risk-adjusted returns. The company's valuation is being recalibrated as rising AI infrastructure costs and geopolitical risks prompt a more selective approach to AI investments. Broadcom stock has opened the year under pressure as investors reassess AI-driven valuations and near-term risks, but a late boost from Alphabet’s earnings has offered tentative relief after a bruising selloff. A Fragile Opening for an AI Heavyweight Broadcom entered the new year on uncertain footing, with its share price sliding as confidence across the AI semiconductor complex began to fray. After months of near-uninterrupted gains, investors have turned more defensive, questioning how much of the AI opportunity is already priced into leading infrastructure names. Earlier this week, AVGO shares fell sharply, briefly dipping below the psychologically important $300 level and threatening to break the 100-day simple moving average. That move raised concerns that the correction could deepen toward lower support zones near $250. While the stock managed to recover into the close, the episode underscored how fragile sentiment has become. AVGO Chart Daily – The 100 SMA Held As Support A late rebound after markets closed—sparked by strong earnings from Alphabet—helped stabilize Broadcom shares near $330...

Source: Bloomberg, 0:00

QUALCOMM Incorporated (NASDAQ:QCOM - Get Free Report)'s stock price was up 1.2% on Wednesday following a better than expected earnings announcement. The stock traded as high as $153.47 and last traded at $148.89. Approximately 18,318,492 shares were traded during mid-day trading, an increase of 87% from the average daily volume of 9,809,353 shares. The stock had previously closed at $147.18. The wireless technology company reported $3.50 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.38 by $0.12. QUALCOMM had a return on equity of 43.22% and a net margin of 12.51%.The business had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.16 billion. Get QUALCOMM alerts: Sign Up QUALCOMM Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th will be issued a $0.89 dividend. This represents a $3.56 annualized dividend and a yield of 2.4%. The ex-dividend date is Thursday, March 5th. QUALCOMM's payout ratio is presently 72.80%. QUALCOMM News Roundup Here are the key news stories impacting QUALCOMM this week: Analyst Ratings Changes Several equities research analysts have issued reports on the company. Sanford C. Bernstein reissued an "outperform" rating and set a $200.00 target price on shares of QUALCOMM in a research note on Monday. Rosenblatt Securities restated a "buy" rating and issued a $225.00 price objective on shares of QUALCOMM in a report on Thursday, November 6th. Zacks Research downgraded shares of QUALCOMM from a "hold" rating to a "strong sell" rating in a research note on Tuesday, January 27th. Bank of America boosted their target price on QUALCOMM from $200.00 to $215.00 and gave the company a "buy" rating in a research report on Thursday, November 6th. Finally, JPMorgan Chase & Co. raised their price target on QUALCOMM from $200.00 to $210.00 and gave the stock an "overw...

Image source: The Motley Fool. Wednesday, February 4, 2026 at 4:30 p.m. ET Call participants President and Chief Executive Officer — Dhrupad Trivedi Chief Financial Officer — Michelle Caron Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $80.4 million for the quarter, up 8.3% year over year, marking a new quarterly record. -- $80.4 million for the quarter, up 8.3% year over year, marking a new quarterly record. Full-year revenue -- $290.6 million, representing 11% annual growth. -- $290.6 million, representing 11% annual growth. Adjusted EBITDA -- $24.9 million, or 31% of revenue, for the quarter. -- $24.9 million, or 31% of revenue, for the quarter. Non-GAAP gross margin -- 80.8% in the quarter, consistent with targeted levels of 80%-82%. -- 80.8% in the quarter, consistent with targeted levels of 80%-82%. Operating margin -- 26.6% on a non-GAAP basis for the quarter, reflecting higher R&D investment. -- 26.6% on a non-GAAP basis for the quarter, reflecting higher R&D investment. Net income -- $19.1 million on a non-GAAP basis for the quarter, or $0.26 diluted EPS based on a 72.7 million share count. -- $19.1 million on a non-GAAP basis for the quarter, or $0.26 diluted EPS based on a 72.7 million share count. Free cash flow -- $16 million for the quarter, after $22.7 million in cash from operations and $6.7 million in CapEx. -- $16 million for the quarter, after $22.7 million in cash from operations and $6.7 million in CapEx. Security-led solutions -- Accounted for more than 65% of quarterly revenue, maintaining the company’s strategic target. -- Accounted for more than 65% of quarterly revenue, maintaining the company’s strategic target. Product and service revenue mix -- Product revenue was 61% and service revenue was 39% of total quarterly revenue. -- Product revenue was 61% and service revenue was 39% of total quarterly revenue. Enterprise segment -- Represented 42% of quarterly revenue, with Americas growth outpacing othe...

RADNOR, Pa.–(BUSINESS WIRE)–The law firm of Kessler Topaz Meltzer & Check, LLP informs investors that the firm has filed a securities fraud class action lawsuit against Oracle Corporation (NYSE: ORCL) (“Oracle” or the “Company”) on behalf of investors who purchased or acquired Oracle common stock between June 12, 2025, and December 16, 2025, inclusive (the “Class Period”). This action, captioned Barrows v. Oracle Corporation, et al., Case No. 1:26-cv-00127-UNA, was filed on February 3, 2026, in the United States District Court for the District of Delaware. Important Deadline Reminder: Investors who purchased or otherwise acquired Oracle common stock during the Class Period may, no later than April 6, 2026, move the Court to serve as lead plaintiff for the class. CONTACT KESSLER TOPAZ MELTZER & CHECK, LLP (KTMC): If you experienced losses in connection with Oracle, contact Kessler Topaz Meltzer & Check, LLP at: https://www.ktmc.com/orcl-oracle-corporation-class-action-lawsuit You can also contact attorney Jonathan Naji, Esq. by calling (484) 270-1453 or by email at [email protected]. DEFENDANTS’ ALLEGED MISCONDUCT Oracle, a Delaware corporation with its principal executive offices in Austin, Texas, is a technology company that provides, among other things, infrastructure for operating artificial intelligence (“AI”) programs. During the Class Period, Defendants misled investors by touting the Company’s contracts to develop data center capabilities for AI infrastructure and falsely assuring investors that the Company’s significant capital expenditures (“CapEx”) would quickly result in accelerated revenue growth. For example, Defendants assured investors that the Company’s substantially increased spending on AI infrastructure—including for data centers used by OpenAI, the operator of ChatGPT—would rapidly convert into “accelerating revenue and profit growth” and that “we have a very good line-of-sight for our capabilities to . . . just spend on that CapEx right before i...

Key Takeaways Corporate giants such as Amazon, UPS and Dow have made major layoff announcements in recent weeks. Researchers examining labor market data have so far found AI's impact on jobs to be limited. Some analysts say companies may be "AI-washing" layoffs—blaming AI to distract from deeper problems. The labor market limped into 2026, and big layoff announcements in recent weeks have added fresh anxiety to the fragile jobs picture. Amazon.com (AMZN) said it plans to eliminate about 16,000 corporate roles, while United Parcel Service (UPS) announced 30,000 new job cuts, following an even larger reduction last year. Chemical manufacturing company Dow (DOW) slashed 4,500 jobs, or roughly 12% of its workforce, while Home Depot (HD) and Nike (NKE) each cut hundreds more. For many workers, the fear isn’t just about layoffs—it’s about why they’re happening. A recent Reuters/Ipsos poll found that 71% of Americans worry artificial intelligence could permanently replace their job. With AI frequently cited in corporate earnings calls and layoff announcements, it’s easy to connect the dots. But when economists and labor researchers dig into the data, a more complicated—and far less AI-driven picture—emerges. Why This Matters To You AI has often grabbed the headlines, but federal workforce cuts, economic conditions, and company closings drove the vast majority of last year's 1.2 million layoffs. Researchers say some companies may be "AI-washing"—using automation as cover for deeper problems. The real story is a labor market that added just 12,000 jobs a month in the back half of 2025—compared with 186,000 per month the year before—and looks weak in early 2026. Workers are echoing what they're hearing from the top. Prominent CEOs, from Salesforce's Marc Benioff to Ford's Jim Farley to Anthropic's Dario Amodei, have said that AI is coming for their jobs. A string of major reports has only sparked wider worries. A November Stanford study using ADP payroll data found that early...

By Helen Coster and Jaspreet Singh Feb 4 (Reuters) - The Washington Post, owned by Amazon.com founder Jeff Bezos, began widespread layoffs on Wednesday that will drastically shrink the size of the storied newspaper and affect all departments, according to a recording of a company-wide call shared with Reuters. More from Yahoo Scout What financial challenges is Washington Post facing? How many Washington Post employees are being laid off? What drove Washington Post's decision for massive layoffs? How has Jeff Bezos's ownership changed the newspaper? The cuts will impact a third of all employees, according to the newspaper's spokesperson. The ​newsroom is losing "hundreds" of staffers, according to a spokesperson for the Washington-Baltimore News Guild union, which represents Post employees. Executive Editor Matt Murray informed the staff of the reductions, which will impact the ‌international, editing, metro and sports desks, and come just days after the newspaper, founded in 1877, scaled back its coverage of the 2026 Winter Olympics amid mounting financial losses. "For too long, we've operated with a structure that's too rooted in the days when we were ‌a quasi-monopoly local newspaper," Murray said on the call, adding that "we need a new way forward and a sounder foundation." The Washington Post is undergoing wrenching changes to readership and revenue. Other large city daily newspapers, such as the Los Angeles Times, are struggling as consumers turn to social media for their main source of news. One Post reporter, speaking on condition of anonymity, called the newly announced layoffs a "bloodbath." The impacted journalists include Amazon beat reporter Caroline O'Donovan, Cairo Bureau Chief Claire Parker and the rest of the Post's Middle East correspondents and editors, according to X posts from O'Donovan and Parker. "The Washington Post is taking a number of difficult but decisive actions today for our future, in what ⁠amounts to a significant restructuring across...

Earnings Call Insights: Phillips 66 (PSX) Q4 2025 Management View Mark Lashier, CEO & Chairman, highlighted "strong financial and operating results, reflecting our continued focus on world-class operations," and pointed to record NGL transportation and fractionation volumes in Midstream, driven by Coastal Bend and Dos Picos II expansions. He stated that 2025 marked "our best year ever for safety performance" and referenced strategic actions including acquiring the remaining 50% interest in the WRB joint venture, the sale of a 65% interest in the Germany and Austria retail marketing business, and the idling of the Los Angeles Refinery. Lashier explained, "Our acquisition of the remaining 50% interest in WRB increased our exposure to Canadian heavy crude differentials by 40%." Donald Baldridge, Executive Vice President of Midstream & Chemicals, reported, "We've increased adjusted EBITDA by 40% since 2022, and we've delivered approximately $1 billion of adjusted EBITDA in the fourth quarter of 2025." He outlined a path to "a run rate adjusted EBITDA of approximately $4.5 billion by year-end 2027," and announced the commissioning of the Dos Picos II gas plant and the Iron Mesa gas plant expected in early 2027. Kevin Mitchell, Executive VP & CFO, stated, "Midstream adjusted EBITDA covers 2 important priorities: a secure, competitive and growing dividend of approximately $2 billion and sustaining capital of approximately $1 billion." He explained, "Fourth quarter reported earnings were $2.9 billion or $7.17 per share. Adjusted earnings were $1 billion or $2.47 per share." Mitchell also referenced the final $239 million pretax impact of accelerated depreciation from idling the Los Angeles Refinery and returned $756 million to shareholders, including $274 million in share repurchases. Outlook Management expects global O&P utilization rates to be in the mid-90s for the first quarter of 2026 and worldwide crude utilization in Refining to be in the low 90s. Corporate and other...

PayPal Holdings, Inc. (NASDAQ:PYPL) shares are down during premarket trading on Tuesday following the announcement of a leadership change within the company. The stock’s decline comes as the company appointed Enrique Lores as its new President and CEO, effective Mar. 1. The Board of Directors expressed confidence that Lores will lead PayPal into its next chapter, but uncertainty often accompanies such changes. Enrique Lores Appointed as PayPal CEO Lores, who has been on PayPal’s Board for nearly five years, succeeds Alex Chriss, with Jamie Miller stepping in as Interim CEO until Lores takes over. The Board’s evaluation highlighted that while progress has been made, the pace of change did not meet expectations, prompting this leadership shift. Don't Miss: In his previous role as President and CEO of HP Inc.(NYSE:HPQ), Lores led significant transformations, which the Board hopes will translate into similar success at PayPal. The company aims to strengthen its culture of innovation and enhance its competitive position in the rapidly evolving payments industry. Subpar Q4 Performance PayPal reported subpar fourth-quarter financial results. It reported quarterly earnings of $1.23 per share, which missed the analyst consensus estimate of $1.28 by 4.28 percent. This is a 3.36 percent increase over earnings of $1.19 per share from the same period last year. PayPal reported quarterly sales of $8.676 billion, which missed the analyst consensus estimate of $8.801 billion by 1.42 percent. This is a 3.71 percent increase over sales of $8.366 billion in the same period last year. Trending: Blue-chip art has historically outpaced the S&P 500 since 1995, and fractional investing is now opening this institutional asset class to everyday investors. Analyst Consensus & Recent Actions The stock carries a Hold Rating with an average price forecast of $78.64. Recent analyst moves include: Cantor Fitzgerald : Initiated with Neutral (Target $60.00) (Jan. 27) Piper Sandler : Neutral (Lowers ...

Image source: The Motley Fool. Wednesday, February 4, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Brian Krzanich Chief Financial Officer — Tony Rodriguez Vice President, Corporate Communications and Investor Relations — Kate Hickman Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $115.1 million, marking a 126% increase year over year, with a $49.5 million patent license revenue recognized from a Samsung settlement. -- $115.1 million, marking a 126% increase year over year, with a $49.5 million patent license revenue recognized from a Samsung settlement. Adjusted EBITDA -- $44.6 million, exceeding guidance and producing a 39% margin compared to 3% last year. -- $44.6 million, exceeding guidance and producing a 39% margin compared to 3% last year. Free Cash Flow -- $35.6 million, achieving a record level for any quarter in company history. -- $35.6 million, achieving a record level for any quarter in company history. Gross Margin -- 86%, up from 65% in the prior year, attributed to higher license revenue mix and cost discipline. -- 86%, up from 65% in the prior year, attributed to higher license revenue mix and cost discipline. Variable License Revenue -- $30.59 million, up 34% from the prior year, driven by higher shipment recognition and program adoption. -- $30.59 million, up 34% from the prior year, driven by higher shipment recognition and program adoption. Fixed License Revenue -- $7.8 million; these deals were absent a year ago due to timing differences but expected to match the prior year on a full-year basis. -- $7.8 million; these deals were absent a year ago due to timing differences but expected to match the prior year on a full-year basis. Connected Services Revenue -- $14.5 million, a 6% rise; excluding a prior-year $2 million true-up, growth would exceed 20%. -- $14.5 million, a 6% rise; excluding a prior-year $2 million true-up, growth would exceed 20%. Patent License Revenue -- $49.5 million, ...

is transportation editor with 10+ years of experience who covers EVs, public transportation, and aviation. His work has appeared in The New York Daily News and City & State. Posts from this author will be added to your daily email digest and your homepage feed. During a two-hour hearing in the US Senate Wednesday, top executives from Waymo and Tesla urged lawmakers to take action on long-stalled legislation to speed the deployment of self-driving cars on public roads. But after two hours of Q&A around a number of hot-button topics, including robotaxi safety, legal liability, remote operation, and China, it was clear that lawmakers were no closer to passing any bill related to autonomous vehicles. Waymo faced questions about its decision to use a Chinese-made vehicle for its next-generation robotaxi, as well as several incidents in which its vehicles failed to stop behind a school bus during student pickups. Tesla was asked about its decision to remove radar from its vehicles, its position on binding arbitration, and its misleading marketing around its autonomous features. And officials from both companies were asked whether they believed that the US was at risk of being overtaken by China without a national framework regulating autonomous vehicles. Naturally, they agreed. “For America to lead in AV technology, we must modernize regulations that inhibit the industry’s ability to innovate,” Lars Moravy, vice president of vehicle engineering at Tesla, said during his opening statement. “Federal regulations for vehicles have not kept up with the pace of the rapid evolution of technology. Many standards were implemented decades ago and do not adequately address modern advancements, such as electric drive trains, automated driving systems, and over-the-air software updates. We need American leadership for AV rules and regulations.” But whether Congress can finally pass legislation to regulate autonomous vehicles remains uncertain. Sen. Ted Cruz (R-TX), who chairs the Sena...

格隆汇2月5日｜高通盘后跌逾8%，报136.7美元。高通第一财季调整后营收122.5亿美元，分析师预期122亿美元。该公司对当前财季营收给出平淡的展望，令人担忧存储芯片短缺导致价格上涨可能抑制手机需求。高通股价在盘后交易中重挫。高通预计，第二财季营收达到102亿-110亿美元，分析师的平均预估为营收112亿美元。剔除部分项目后每股收益料达2.55美元，分析师预计每股收益2.89美元。高通称，虽然高端手机仍有需求，但由于存储芯片供应紧张且价格大涨，部分客户的手机产量将低于预期。高通首席执行官Cristiano Amon正在推动公司转型，增加面向汽车、个人电脑和数据中心的芯片销售，使业务更加多元化，但这些新业务的规模仍不足以弥补手机芯片市场放缓。Amon在声明中表示：“尽管短期内我们的手机芯片业务展望受到全行业存储芯片供应受限的影响，但我们仍对高端智能手机的需求感到鼓舞。”

ALX Oncology ( ALXO ) is up ~10% in after-hours trading Wednesday following an SEC filing indicating that venture capital firm venBio Capital made a large share purchase. On Feb. 2, venBio purchased nearly 3.2M shares at $1.57 a share for a value of $5M. venBio Managing Partner Corey Goodman is chair of ALX Oncology's board and a co-founder of the company. More on ALX Oncology ALX Oncology Holdings Inc. (ALXO) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow ALX Oncology Holdings Inc. (ALXO) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript ALX Oncology Holdings Inc. 2025 Q3 - Results - Earnings Call Presentation ALX Oncology announces pricing of underwritten offering; shares up nearly 15% ALX Oncology anticipates $2B–$4B HER2/CD47 breast cancer market opportunity while advancing biomarker-driven strategies

Eoneren/iStock via Getty Images Article Thesis Alphabet Inc. ( GOOG , GOOGL ) reported its most recent earnings results on Wednesday afternoon, easily beating estimates on both lines, while Q4 also was the best quarter on record in terms of sales generation by far. Alphabet stock isn't quite as cheap as it was a year ago, but business growth and profitability remain excellent, and the company is doing well in many different areas, including with its core business, autonomous driving, Gemini, and so on. Past Coverage I have written about Alphabet here on Seeking Alpha in the past, most recently in October 2025, when I published this article . I was pretty bullish on GOOG back then (and had been a while before that), which worked out well so far -- since my last article was published, GOOG delivered a gain of 14% in a little over three months, while the broad market was flat over that time frame. With Alphabet releasing its Q4 earnings results on Wednesday, and with my most recent article being from one quarter ago, I want to take another look at this tech giant today. What Happened? Alphabet bulls likely weren't surprised when they saw the company's headline numbers for Q4 -- the company beat estimates on both lines once again: Alphabet's Q4 earnings numbers (Seeking Alpha) Alphabet has delivered a double beat in nine out of the last ten quarters, so it wasn't much of a surprise that Wall Street analysts underestimated Alphabet once again. Still, the fact that Alphabet outperformed expectations again was good news, of course. The market didn't react positively, however, maybe due to many investors already expecting another earnings beat, or maybe due to Alphabet planning to spend a hefty $180 billion on capital expenditures this year -- in the eyes of some investors, that may be too much. At the time of writing, shares trade down slightly, although this could change through the next day as investors and analysts digest GOOG's results. Alphabet: Strong Execution Conti...

Eoneren/iStock via Getty Images Article Thesis Alphabet Inc. ( GOOG , GOOGL ) reported its most recent earnings results on Wednesday afternoon, easily beating estimates on both lines, while Q4 also was the best quarter on record in terms of sales generation by far. Alphabet stock isn't quite as cheap as it was a year ago, but business growth and profitability remain excellent, and the company is doing well in many different areas, including with its core business, autonomous driving, Gemini, and so on. Past Coverage I have written about Alphabet here on Seeking Alpha in the past, most recently in October 2025, when I published this article . I was pretty bullish on GOOG back then (and had been a while before that), which worked out well so far -- since my last article was published, GOOG delivered a gain of 14% in a little over three months, while the broad market was flat over that time frame. With Alphabet releasing its Q4 earnings results on Wednesday, and with my most recent article being from one quarter ago, I want to take another look at this tech giant today. What Happened? Alphabet bulls likely weren't surprised when they saw the company's headline numbers for Q4 -- the company beat estimates on both lines once again: Alphabet's Q4 earnings numbers (Seeking Alpha) Alphabet has delivered a double beat in nine out of the last ten quarters, so it wasn't much of a surprise that Wall Street analysts underestimated Alphabet once again. Still, the fact that Alphabet outperformed expectations again was good news, of course. The market didn't react positively, however, maybe due to many investors already expecting another earnings beat, or maybe due to Alphabet planning to spend a hefty $180 billion on capital expenditures this year -- in the eyes of some investors, that may be too much. At the time of writing, shares trade down slightly, although this could change through the next day as investors and analysts digest GOOG's results. Alphabet: Strong Execution Conti...

Image source: The Motley Fool. Wednesday, February 4, 2026 at 4:30 p.m. ET CALL PARTICIPANTS President & Chief Executive Officer — John Wyskiel Chief Financial Officer — Razvan Radulescu TAKEAWAYS Revenue -- $333 million, representing a 6% increase; this marked a record Q1 driven primarily by pricing actions, including tariff pass-throughs. -- $333 million, representing a 6% increase; this marked a record Q1 driven primarily by pricing actions, including tariff pass-throughs. Adjusted EBITDA -- $50 million, up $4 million versus the prior year; margin reached 15%. -- $50 million, up $4 million versus the prior year; margin reached 15%. Free Cash Flow -- $31 million, which was $9 million higher than the previous year and cited as a record for Q1. -- $31 million, which was $9 million higher than the previous year and cited as a record for Q1. Unit Sales Volume -- 2,135 buses sold this quarter, slightly above the prior year level. -- 2,135 buses sold this quarter, slightly above the prior year level. Average Bus Revenue per Unit -- Increased by $9,000 to $144,000, or 6.5%, attributable to both pricing actions and tariffs. -- Increased by $9,000 to $144,000, or 6.5%, attributable to both pricing actions and tariffs. Backlog -- 3,400 units at quarter-end, including a record 25% electric vehicles (EVs); order intake up 45% versus 2025. -- 3,400 units at quarter-end, including a record 25% electric vehicles (EVs); order intake up 45% versus 2025. Electric Vehicle Sales -- 121 units sold, making up 6% of the unit volume; EV backlog reached 855 units with guidance updated to approximately 800 EV deliveries for the fiscal year. -- 121 units sold, making up 6% of the unit volume; EV backlog reached 855 units with guidance updated to approximately 800 EV deliveries for the fiscal year. Alt Power Market Position -- Blue Bird Corporation remains exclusive in propane-powered school buses and continues to lead in gas variants, with management emphasizing continued dominance in “alt ...

Qualcomm (QCOM) reported $12.25 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 5%. EPS of $3.50 for the same period compares to $3.41 a year ago. The reported revenue represents a surprise of -0.26% over the Zacks Consensus Estimate of $12.28 billion. With the consensus EPS estimate being $3.39, the EPS surprise was +3.15%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Qualcomm performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenues- QCT : $10.61 billion compared to the $10.75 billion average estimate based on four analysts. The reported number represents a change of +5.3% year over year. Revenues- QCT- Automotive : $1.1 billion versus $1.1 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +14.6% change. Revenues- QCT- IoT (internet of things) : $1.69 billion versus the four-analyst average estimate of $1.76 billion. The reported number represents a year-over-year change of +9%. Revenues- QTL : $1.59 billion versus the four-analyst average estimate of $1.5 billion. The reported number represents a year-over-year change of +3.7%. Revenues- QCT- Handsets : $7.82 billion compared to the $7.89 billion average estimate based on four analysts. The reported number represents a change of +3.3% year over year. Revenues- Licensing : $1.79 billion compared to the $1.61 billion average estimate based on two analysts. The reported number represents a change of +3.4% year over ...

Qualcomm (QCOM) reported $12.25 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 5%. EPS of $3.50 for the same period compares to $3.41 a year ago. The reported revenue represents a surprise of -0.26% over the Zacks Consensus Estimate of $12.28 billion. With the consensus EPS estimate being $3.39, the EPS surprise was +3.15%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Qualcomm performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenues- QCT : $10.61 billion compared to the $10.75 billion average estimate based on four analysts. The reported number represents a change of +5.3% year over year. Revenues- QCT- Automotive : $1.1 billion versus $1.1 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +14.6% change. Revenues- QCT- IoT (internet of things) : $1.69 billion versus the four-analyst average estimate of $1.76 billion. The reported number represents a year-over-year change of +9%. Revenues- QTL : $1.59 billion versus the four-analyst average estimate of $1.5 billion. The reported number represents a year-over-year change of +3.7%. Revenues- QCT- Handsets : $7.82 billion compared to the $7.89 billion average estimate based on four analysts. The reported number represents a change of +3.3% year over year. Revenues- Licensing : $1.79 billion compared to the $1.61 billion average estimate based on two analysts. The reported number represents a change of +3.4% year over ...

Qualcomm (QCOM) reported $12.25 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 5%. EPS of $3.50 for the same period compares to $3.41 a year ago. The reported revenue represents a surprise of -0.26% over the Zacks Consensus Estimate of $12.28 billion. With the consensus EPS estimate being $3.39, the EPS surprise was +3.15%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Qualcomm performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenues- QCT : $10.61 billion compared to the $10.75 billion average estimate based on four analysts. The reported number represents a change of +5.3% year over year. Revenues- QCT- Automotive : $1.1 billion versus $1.1 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +14.6% change. Revenues- QCT- IoT (internet of things) : $1.69 billion versus the four-analyst average estimate of $1.76 billion. The reported number represents a year-over-year change of +9%. Revenues- QTL : $1.59 billion versus the four-analyst average estimate of $1.5 billion. The reported number represents a year-over-year change of +3.7%. Revenues- QCT- Handsets : $7.82 billion compared to the $7.89 billion average estimate based on four analysts. The reported number represents a change of +3.3% year over year. Revenues- Licensing : $1.79 billion compared to the $1.61 billion average estimate based on two analysts. The reported number represents a change of +3.4% year over ...

AMD Plummets Over 17% as Tech Stocks Face Sell-Off 조선일보

UnitedHealth's business hasn't been looking terribly strong as of late. If you're investing in a dividend stock, it's important to track its performance to see if there are any warning signs that might affect its ability to pay its current rate of dividends in the future. It's those early signs that can save you from a huge disappointment later on. One stock investors have been worried about these days is UnitedHealth Group (UNH 2.91%). While it's a top health insurer in the country, rising medical costs have been weighing on its financials, and the stock price has been declining. However, with a dividend yield of 3%, it may be an enticing option for income-seeking investors, especially when you consider that the S&P 500's average yield is just 1.1%. But with UnitedHealth's recent earnings numbers not looking all that strong of late, the big question is whether that dividend is really safe. Let's take a closer look. UnitedHealth's earnings from operations declined by 41% in 2025 Last week, UnitedHealth posted its year-end earnings numbers, and they weren't great. While revenue of $447.6 billion rose by 12% year over year, its earnings from operations were down by 41%, totaling just under $19 billion. There was a lot of noise on its financials, however, as the company incurred expenses related to restructuring efforts, workforce reductions, and a previous cyberattack. The bigger concern is that the healthcare company has been battling rising medical costs, and that has made investors think twice about owning the stock. Looking ahead, the company's guidance calls for earnings from operations to improve to $24 billion for the full year. It also expects an operating cash flow of at least $18 billion -- down from the $19.7 billion it generated this past year. Expand NYSE : UNH UnitedHealth Group Today's Change ( -2.91 %) $ -8.26 Current Price $ 275.92 Key Data Points Market Cap $257B Day's Range $ 274.05 - $ 284.49 52wk Range $ 234.60 - $ 606.36 Volume 479K Avg Vol 8.6M ...

Qualcomm (QCOM) reported $12.25 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 5%. EPS of $3.50 for the same period compares to $3.41 a year ago. The reported revenue represents a surprise of -0.26% over the Zacks Consensus Estimate of $12.28 billion. With the consensus EPS estimate being $3.39, the EPS surprise was +3.15%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Revenues- QCT : $10.61 billion compared to the $10.75 billion average estimate based on four analysts. The reported number represents a change of +5.3% year over year. : $10.61 billion compared to the $10.75 billion average estimate based on four analysts. The reported number represents a change of +5.3% year over year. Revenues- QCT- Automotive : $1.1 billion versus $1.1 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +14.6% change. : $1.1 billion versus $1.1 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +14.6% change. Revenues- QCT- IoT (internet of things) : $1.69 billion versus the four-analyst average estimate of $1.76 billion. The reported number represents a year-over-year change of +9%. : $1.69 billion versus the four-analyst average estimate of $1.76 billion. The reported number represents a year-over-year change of +9%. Revenues- QTL : $1.59 billion versus the four-analyst average estimate of $1.5 billion. The reported number represents a year-over-year change of +3.7%. : $1.59 billion versus the four-analyst averag...

Qualcomm (QCOM) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates Nasdaq