This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) shares slid about 2% on Wednesday morning after a delay in U.S. approval for China chip exports renewed investor concerns. The stock fell to around $179 as traders reacted to uncertainty over when Nvidia can resume large-scale sales of its H200 artificial-intelligence chips to China. U.S. authorities are still reviewing export license ...
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) shares slid about 2% on Wednesday morning after a delay in U.S. approval for China chip exports renewed investor concerns. The stock fell to around $179 as traders reacted to uncertainty over when Nvidia can resume large-scale sales of its H200 artificial-intelligence chips to China. U.S. authorities are still reviewing export license applications on national security grounds, even after earlier signals that some shipments could restart. The extended review has led Chinese customers to postpone orders until clearer guidance is issued. China has been a key growth market for Nvidia's data-center business. Chief Executive Jensen Huang has said demand for advanced AI chips there could be significant over time. However, some suppliers linked to the H200 program have slowed production while the approval process remains unresolved. Analysts said the delay adds regulatory risk at a time when Nvidia's valuation reflects strong expectations for AI spending. Any setback in access to overseas markets could weigh on near-term sentiment. Morgan Stanley said recent share weakness may be overstated, citing steady industry demand and the possibility of stronger earnings if export approvals are eventually granted.
What The Hell Happened To Don Lemon? From "Racism Is Over" To White Christian-Hating Radical Authored by Steve Watson via Modernity.news, In one of his most revealing moments years ago, Don Lemon sat down with Morgan Freeman and admitted exhaustion with the race narrative. “Sometimes, I get so tired of talking about it,” Lemon said. “I wanna just go, ‘This is over. Can we move on?’” Don Lemon once...
What The Hell Happened To Don Lemon? From "Racism Is Over" To White Christian-Hating Radical Authored by Steve Watson via Modernity.news, In one of his most revealing moments years ago, Don Lemon sat down with Morgan Freeman and admitted exhaustion with the race narrative. “Sometimes, I get so tired of talking about it,” Lemon said. “I wanna just go, ‘This is over. Can we move on?’” Don Lemon once told Morgan Freeman that he was tired of talking about race because racism “is over.” “Sometimes, I get so tired of talking about it. I wanna just go, ‘This is over. Can we move on?’” Now Don Lemon harasses pastors and portrays church goers as white supremacists. pic.twitter.com/nROt2HvcrX — Vigilant Fox 🦊 (@VigilantFox) February 2, 2026 He also once had some sage advice for black people: pic.twitter.com/SKq9kkRd5A — MCM (@MMike218) February 2, 2026 Today that same man harasses pastors, calls ordinary churchgoers entitled because of “WHITE SUPREMACY,” and defends mobs that storm Christian services. Lemon’s dramatic transformation reached a new level this month when he was arrested by federal agents in connection with the anti-ICE mob that disrupted a worship service at Cities Church in St. Paul, Minnesota. The Trump DOJ is now pursuing prison time against Lemon and others involved under federal civil rights statutes protecting religious freedom. A clear turning point came in March 2024 when Elon Musk terminated a planned partnership for The Don Lemon Show on X. Musk bluntly explained that Lemon’s approach was “just CNN, but on social media” and lacked authenticity. Lemon responded by calling Musk racist, claiming the billionaire was “not used to having to answer to anyone, especially someone like me who doesn’t look like him.” Musk fired back, placing Lemon in the “stupid asshole” quadrant on a personality-intelligence chart. Instead of recalibrating toward more independent journalism, Lemon doubled down on the very identity politics he once appeared weary of. By May 2025,...
Why AMD’s stock dove to its worst day in years after earnings MarketWatch AMD stock sinks 17% after earnings. Here's why CNBC AMD predicts weaker first-quarter sales, shares plunge on Nvidia comparisons Reuters Advanced Micro Devices Stock Falls 12% Nasdaq AMD Is Being Punished For The Wrong Reasons (Q4 Earnings Review) (NASDAQ:AMD) Seeking Alpha AMD’s Post-Earnings Dip Looks Like the Buying Windo...
Why AMD’s stock dove to its worst day in years after earnings MarketWatch AMD stock sinks 17% after earnings. Here's why CNBC AMD predicts weaker first-quarter sales, shares plunge on Nvidia comparisons Reuters Advanced Micro Devices Stock Falls 12% Nasdaq AMD Is Being Punished For The Wrong Reasons (Q4 Earnings Review) (NASDAQ:AMD) Seeking Alpha AMD’s Post-Earnings Dip Looks Like the Buying Window Bulls Wanted MarketBeat Why AMD Stock Crashed Today fool.com AMD's Stock Takes a Hit Despite Solid Earnings. What Happened? Investopedia AMD Stock Drops Despite Beat-And-Raise Earnings Report Investor's Business Daily
Image source: The Motley Fool. Tuesday, Oct. 22, 2024, at 9:00 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Derek Schmidt Chief Financial Officer — Mike Ressler Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Sales -- $104 million, representing a 9.9% increase, marking the fourth consecutive quarter of year-over-year growth and near the high end ...
Image source: The Motley Fool. Tuesday, Oct. 22, 2024, at 9:00 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Derek Schmidt Chief Financial Officer — Mike Ressler Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Sales -- $104 million, representing a 9.9% increase, marking the fourth consecutive quarter of year-over-year growth and near the high end of the guidance range. -- $104 million, representing a 9.9% increase, marking the fourth consecutive quarter of year-over-year growth and near the high end of the guidance range. Sales Orders -- $100.8 million, up 9.4% from the prior year's quarter total of $92.1 million. -- $100.8 million, up 9.4% from the prior year's quarter total of $92.1 million. Sales Order Backlog -- $60.5 million at period end, providing forward visibility into demand. -- $60.5 million at period end, providing forward visibility into demand. GAAP Operating Income -- $6 million, translating to a 5.8% operating margin, a 380-basis-point increase from the prior year quarter. -- $6 million, translating to a 5.8% operating margin, a 380-basis-point increase from the prior year quarter. Operating Margin Trend -- Fifth consecutive quarter of year-over-year improvement, reflecting ongoing leverage and portfolio management. -- Fifth consecutive quarter of year-over-year improvement, reflecting ongoing leverage and portfolio management. Operating Cash Flow -- $2.4 million generated, with the increase attributed to higher profit and effective working capital management. -- $2.4 million generated, with the increase attributed to higher profit and effective working capital management. Life Insurance Proceeds -- $1.2 million received during the quarter. -- $1.2 million received during the quarter. Capital Expenditures -- $0.4 million invested, focused primarily on modernizing ERP systems. -- $0.4 million invested, focused primarily on modernizing ERP systems. Working Capital -- $98.3 million on hand at quarter en...
Lockheed Martin (NYSE: LMT) stock rose an astonishing 31.1% in January according to data provided by S&P Global Market Intelligence, as the company and the U.S. defense sector were bolstered by President Trump's call for a $1.5 trillion defense budget in 2027. It's a figure equivalent to more than the GDP of the Netherlands and a massive ramp from the $900 billion approved for 2026. In addition, L...
Lockheed Martin (NYSE: LMT) stock rose an astonishing 31.1% in January according to data provided by S&P Global Market Intelligence, as the company and the U.S. defense sector were bolstered by President Trump's call for a $1.5 trillion defense budget in 2027. It's a figure equivalent to more than the GDP of the Netherlands and a massive ramp from the $900 billion approved for 2026. In addition, Lockheed released a positive set of full-year earnings and guidance that contained a strategic game-changer for the company. On one hand, the intended massive ramp in spending is extremely bullish for defense companies, and the market wasted no time in pricing it into defense stock valuations. On the other hand, the Trump administration continued its aggressive approach to rewriting the government's relationship with defense companies. Back in April 2025, Trump issued an executive order referencing "misplaced priorities and poor management" in defense acquisition and called for a revitalization of the "defense industrial base." directed the Secretary of War to ensure future defense contracts permit the Secretary to cap executive salaries, and "prohibit stock buybacks and corporate distributions" if the contractor is underperforming and not delivering on the contract in time. Continue reading
India will play England in the final of the Under-19 World Cup after a record-breaking run-chase against Afghanistan in Harare. The five-time winners chased down an Under-19 World Cup record target of 311 for the loss of just three wickets and with more than eight overs to spare in a blistering display. Aaron George hit 115 after 14-year-old Vaibhav Suryavanshi, who already has a 35-ball IPL centu...
India will play England in the final of the Under-19 World Cup after a record-breaking run-chase against Afghanistan in Harare. The five-time winners chased down an Under-19 World Cup record target of 311 for the loss of just three wickets and with more than eight overs to spare in a blistering display. Aaron George hit 115 after 14-year-old Vaibhav Suryavanshi, who already has a 35-ball IPL century to his name, smoked a scintillating 68 off just 33 balls after being dropped twice. Captain Ayush Mhatre added a half-century of his own as India waltzed into their 10th final against an England side looking for their first win in the competition since 1998. Faisal Khan Shinozada and Uzairullah Niazai both hit centuries for Afghanistan, who looked well set until the India batters took over. "Our discussion was simple - just play our natural game," said Mhatre. "The wicket was playing beautifully, a real flat wicket, so we knew if we played naturally, it would be a manageable total. "Suryavanshi played a major role in the chase. Scoring 90 runs in the first 10 overs released all the pressure, making it much easier for the rest of us to build the innings. "George is a classy, fabulous batsman. He anchored the innings perfectly." There will be ball-by-ball commentary of Friday's final on BBC Radio 5 Sports Extra and the BBC Sport website and app from 07:30 GMT.
Image source: The Motley Fool. Monday, May 12, 2025 at 5:00 p.m. ET Call participants Chief Executive Officer — Javier Rodriguez Chief Financial Officer — Joel Ackerman Takeaways Adjusted Operating Income -- $439 million, above prior guidance due to stronger expense management, phosphate binder profitability, and international performance, partially offset by lower-than-expected treatment volume. ...
Image source: The Motley Fool. Monday, May 12, 2025 at 5:00 p.m. ET Call participants Chief Executive Officer — Javier Rodriguez Chief Financial Officer — Joel Ackerman Takeaways Adjusted Operating Income -- $439 million, above prior guidance due to stronger expense management, phosphate binder profitability, and international performance, partially offset by lower-than-expected treatment volume. -- $439 million, above prior guidance due to stronger expense management, phosphate binder profitability, and international performance, partially offset by lower-than-expected treatment volume. Adjusted EPS -- $2 for the quarter, reflecting outperformance in key cost and revenue drivers. -- $2 for the quarter, reflecting outperformance in key cost and revenue drivers. Free Cash Flow -- Negative $45 million, with no explicit callout for seasonality or one-time items impacting the period. -- Negative $45 million, with no explicit callout for seasonality or one-time items impacting the period. U.S. Treatments per Day -- Declined 40 basis points year over year and trailed internal forecast by approximately 50 basis points, primarily due to an elevated flu season and weather disruptions. -- Declined 40 basis points year over year and trailed internal forecast by approximately 50 basis points, primarily due to an elevated flu season and weather disruptions. Annual Treatment Volume Guidance -- Updated to an expected 50 basis point decline for the year, citing census impact from flu, increased mistreatment rate, and approximately 500 admissions lost during a two-week period tied to the cyber incident. -- Updated to an expected 50 basis point decline for the year, citing census impact from flu, increased mistreatment rate, and approximately 500 admissions lost during a two-week period tied to the cyber incident. Revenue per Treatment (RPT) -- $4 higher sequentially, with approximately $10 increase attributed to new phosphate binder reimbursement, partially offset by a $5 seasonal d...
Image source: The Motley Fool. Aug. 5, 2025, at 5 p.m. ET Call participants Chief Executive Officer — Javier J. Rodriguez Chief Financial Officer — Joel Ackerman Takeaways Adjusted operating income -- $551 million was reported for the quarter. -- $551 million was reported for the quarter. Adjusted earnings per share -- $2.95 was disclosed for the period. -- $2.95 was disclosed for the period. Free...
Image source: The Motley Fool. Aug. 5, 2025, at 5 p.m. ET Call participants Chief Executive Officer — Javier J. Rodriguez Chief Financial Officer — Joel Ackerman Takeaways Adjusted operating income -- $551 million was reported for the quarter. -- $551 million was reported for the quarter. Adjusted earnings per share -- $2.95 was disclosed for the period. -- $2.95 was disclosed for the period. Free cash flow -- $157 million was generated during the quarter. -- $157 million was generated during the quarter. U.S. treatment volume -- Per day, declined by 1.1%, which was 50 basis points below internal expectations, mainly due to elevated missed treatments following a cyber incident. -- Per day, declined by 1.1%, which was 50 basis points below internal expectations, mainly due to elevated missed treatments following a cyber incident. Full-year U.S. treatment volume guidance -- Now forecasts a 0.75%-1% decline, versus prior guidance of down 0.5%. -- Now forecasts a 0.75%-1% decline, versus prior guidance of down 0.5%. Revenue per treatment (RPT) -- Increased sequentially by approximately $4.50 but was lower than expectations due to cyber-related issues and decreased phosphate binder volumes; quarter RPT impact from the cyber incident was estimated at $40 million to $50 million. -- Increased sequentially by approximately $4.50 but was lower than expectations due to cyber-related issues and decreased phosphate binder volumes; quarter RPT impact from the cyber incident was estimated at $40 million to $50 million. Full-year RPT growth outlook -- Guidance now points to the lower end of the original 4.5%-5.5% range. -- Guidance now points to the lower end of the original 4.5%-5.5% range. Patient care costs (PCC) per treatment -- Fell by about $3.50 versus the previous quarter, primarily from higher treatment counts, increased labor productivity, and lower binder dispensing. -- Fell by about $3.50 versus the previous quarter, primarily from higher treatment counts, increased lab...
New York, Feb 4, 2026, 10:39 ET — Regular session Broadcom shares dipped 2.3% to $312.87 in early trading Wednesday, retreating alongside other chip stocks as investors scaled back risk following a steep decline in Advanced Micro Devices. Traders are rethinking the strength of the latest surge in AI chip demand. AMD shares dropped after the company forecasted sales below investor expectations, rei...
New York, Feb 4, 2026, 10:39 ET — Regular session Broadcom shares dipped 2.3% to $312.87 in early trading Wednesday, retreating alongside other chip stocks as investors scaled back risk following a steep decline in Advanced Micro Devices. Traders are rethinking the strength of the latest surge in AI chip demand. AMD shares dropped after the company forecasted sales below investor expectations, reigniting doubts about how fast AI hardware spending will grow and which players will benefit. (Reuters) The announcement comes amid jitters over AI’s ripple effects in software. After Anthropic unveiled its new “Claude Cowork” agent plug-ins, software and IT services shares faced a global selloff. Investors worry these AI tools might automate tasks underpinning traditional software business models. (Reuters) Broadcom occupies a tricky spot, straddling data center chip sales and a hefty infrastructure software segment centered on VMware. This blend has turned its stock into a barometer for changing moods on AI hardware demand and enterprise software spending. The shares dropped 3.3% on Tuesday, lagging behind several semiconductor rivals amid a broader market decline. (MarketWatch) Broadcom rolled out new product news Tuesday, unveiling what it claims is the first enterprise Wi‑Fi 8 access point and switch solution built on a unified architecture designed for “AI-ready” networks. The company is already sampling the platform with early access customers. “The demand for a robust, intelligent, and secure network infrastructure has never been greater,” said Mark Gonikberg, senior vice president and general manager at Broadcom. Siân Morgan, research director at Dell’Oro Group, noted the move should boost “enhanced network performance and advanced analytics for AIOps,” which refers to applying AI to IT operations. (Nasdaq) Investors should mark their calendars. Broadcom announced Monday it will release its fiscal 2026 first-quarter results on March 4, after the market closes, follo...
bopav Nasdaq ( NDAQ ), the exchange operator that also owns popular equity indexes, is proposing to accelerate the inclusion of newly listed, large-cap companies to its Nasdaq 100 Index, the company said. The proposal comes as some closely held tech giants are preparing initial public offerings, including Elon Musk's SpaceX ( SPACE ), which is seeking a valuation of over $1T, OpenAI ( OPENAI ), an...
bopav Nasdaq ( NDAQ ), the exchange operator that also owns popular equity indexes, is proposing to accelerate the inclusion of newly listed, large-cap companies to its Nasdaq 100 Index, the company said. The proposal comes as some closely held tech giants are preparing initial public offerings, including Elon Musk's SpaceX ( SPACE ), which is seeking a valuation of over $1T, OpenAI ( OPENAI ), and Anthropic ( ANTHRO ). Under the current rules, new stocks are only added to the index during the index's annual reconstitution, when an index member is deleted, or as the result of a spinoff. A “fast entry” rule would allow a stock to be added to the index when its entire market capitalization ranks within the top 40 current constituents, Nasdaq said in a statement. A “fast entry” addition would be announced with at least five trading days' notice and would be added to the index after 15 trading days, it said. The addition would be exempt from seasoning and liquidity requirements, and its inclusion wouldn't require the removal of a security. Instead, the index constituent account would be increased until the next annual reconstitution. The quicker addition to the Nasdaq 100 Index is important because index-based ETFs would automatically add the new stock to their holdings. Invesco QQQ ETF ( QQQ ) is the largest ETF based on the Nasdaq 100, with class assets under management of $412B. If the proposals become final, they won't be implemented until after the March Quarterly Rebalance effective date of March 23, 2026. More on Nasdaq, Invesco QQQ ETF When Market Darlings Become Outcasts Energy, Infrastructure, And Industrials - My Favorite Places To Invest For The Next Decade Risk-Off Flows And A Tech/AI Panic - Market Reactions Nasdaq drops 2% as tech rout deepens and bitcoin slides 5% in risk-off move ETF inflows shatter records as $165B floods in during the month of January
Sign up now! Sign up now! Sign up now? Sign up now! Given their near misses in recent seasons, it is entirely understandable that most sentient Arsenal fans are not prepared to publicly entertain the notion that their team will almost certainly win the Premier League this season. While they’re all lying in bed at night secretly fantasising about Martin Ødegaard’s trophy lift, most remain too scarr...
Sign up now! Sign up now! Sign up now? Sign up now! Given their near misses in recent seasons, it is entirely understandable that most sentient Arsenal fans are not prepared to publicly entertain the notion that their team will almost certainly win the Premier League this season. While they’re all lying in bed at night secretly fantasising about Martin Ødegaard’s trophy lift, most remain too scarred by ridicule over perceived “bottle jobs” to confidently state that as far as the title is concerned, nothing can possibly go wrong. While they have gladly accepted Mikel Arteta’s invitation to jump on the fun boat , all are wearing life preservers. Quite what these same Arsenal fans make of various pundits blithely weighing up their chances of winning an unprecedented quadruple is anyone’s guess, but since they booked their place in the Fizzy Cup final , the external chatter has begun. Having won the square root of eff all in over five years, assorted experts are seriously suggesting Arsenal – Arsenal! – could win four shiny pots in the next four months. I have to feel sorry for the Ipswich fans who made plans to visit Fratton Park last night with the game being called off for the second time (frozen pitch previously, now waterlogged). Not sure how we are going to stop the next rearrangement if it doesn’t suit our knack-list but I hear floodlights do lose power sometimes” – Ben North (and no other devious Pompey fans). No disrespect to anyone – least of all Matt Atkinson – but comparing Timo Werner to the Yorkshire Stakhanovite that is James Milner ( Monday’s Football Daily letters ) is like comparing a pony to a thoroughbred” – Kev McCready. This is an extract from our daily football email … Football Daily. To get the full version, just visit this page and follow the instructions . Continue reading...
Lukasz Kochanek/iStock Editorial via Getty Images Perhaps it comes as no surprise that the stock market in 2026, which is clinging to all-time highs notched in 2025, is a volatile territory to invest in. The start of the Q4 earnings season has been met with large volatility, especially as headlines surrounding the divergence of the Mag 7 flood the markets. In my view, there has never been a better...
Lukasz Kochanek/iStock Editorial via Getty Images Perhaps it comes as no surprise that the stock market in 2026, which is clinging to all-time highs notched in 2025, is a volatile territory to invest in. The start of the Q4 earnings season has been met with large volatility, especially as headlines surrounding the divergence of the Mag 7 flood the markets. In my view, there has never been a better time to focus on small and mid-cap companies that trade at opportunistic valuation multiples and yet have laid a strong foundation for growth. Sonos ( SONO ), in my view, is particularly well set up for success. The company is moving past its app relaunch fiasco that alienated scores of loyal users and led to a C-suite shakeup. Now, Sonos is back with a growth mindset, with new products and solid profitability: a reality that is not fully captured in a stock that has shed value over the past year (though in my view, the stock's ~10% post-earnings rebound may be the start of a broader recovery rally). Data by YCharts I last wrote a buy article on Sonos in November, when the stock had reached a temporary peak at $17 per share. While I agree that my buy call could have been timed better, it's difficult to argue with Sonos' fundamental progress. The company's new products (including a new professional-grade amplifier) chart the course for the company to regain revenue growth momentum this year, while ongoing cost initiatives are already sparking massive double-digit growth in adjusted EBITDA that makes the stock's cheap valuation multiples look very unreasonable. I reiterate my buy rating here. As a reminder for investors who are newer to Sonos, here are what I consider to be the top bull case drivers for the company: Sonos is a market leader in its product categories. A well-known household name for high-quality audio systems, Sonos ranks as the #1 home theater brand in the U.S. and #2 in Europe and is #2 in streaming audio players in both the American and European markets. S...
New York, February 4, 2026, 10:38 EST — Regular session Amazon shares slipped roughly 0.5% in early trading, underperforming the wider U.S. market. Amazon’s earnings report on Thursday is expected to spark a sharp move, traders say. Investors are focusing on recent AWS power limitations in Europe and a fresh push into the grocery sector. Amazon.com, Inc. shares (AMZN.O) edged down 0.5% to $237.44 ...
New York, February 4, 2026, 10:38 EST — Regular session Amazon shares slipped roughly 0.5% in early trading, underperforming the wider U.S. market. Amazon’s earnings report on Thursday is expected to spark a sharp move, traders say. Investors are focusing on recent AWS power limitations in Europe and a fresh push into the grocery sector. Amazon.com, Inc. shares (AMZN.O) edged down 0.5% to $237.44 Wednesday morning, pulling back slightly after a steady run earlier in the week as investors braced for the company’s upcoming quarterly earnings. The mood remains tight in big tech. Software and cloud shares have dropped for six sessions straight, leaving investors to wonder if heavy AI-related spending will boost profits or just pile on costs. (Reuters) Amazon’s earnings report on Thursday stands out as a major event for megacaps this week. While the numbers will draw attention, investors will focus even more on the tone around AWS demand and expansion plans. Options markets were signaling an expected swing of roughly 7% up or down around the earnings report, according to Investopedia. These contracts let investors buy or sell shares at a predetermined price, with their premiums typically revealing how nervous traders feel before key announcements. (Investopedia) Amazon highlights a bottleneck beyond chips on the infrastructure front. Pamela MacDougall, AWS head of energy markets and regulation in EMEA, noted that securing a power grid connection in Europe can drag on for “up to seven years,” a stark contrast to the roughly two years it takes to build a data center. (Reuters) AWS CEO Matt Garman dismissed ideas of using space to ease data-center capacity constraints. He called orbital data centers “pretty far” from practical use and “just not economical” during remarks at a Cisco AI Summit, despite competitors like Google investigating early concepts. (Reuters) Beyond its cloud ambitions, Amazon is stepping up its physical presence. Reuters revealed plans for a 225,000-sq...