AMD CEO downplays PC memory crunch, saying 'our focus areas are enterprise' — company wants to focus on growing 'higher-end of the market' Tom's Hardware
AMD CEO downplays PC memory crunch, saying 'our focus areas are enterprise' — company wants to focus on growing 'higher-end of the market' Tom's Hardware
Image source: The Motley Fool. Tuesday, Feb. 3, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Linda Rendle Chief Operating Officer — Luc Bellet Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Category Growth -- Category sales were "about flat" for both Q1 and Q2, with management expecting 0%-1% category growth in the back half. -- Category sales were "abo...
Image source: The Motley Fool. Tuesday, Feb. 3, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Linda Rendle Chief Operating Officer — Luc Bellet Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Category Growth -- Category sales were "about flat" for both Q1 and Q2, with management expecting 0%-1% category growth in the back half. -- Category sales were "about flat" for both Q1 and Q2, with management expecting 0%-1% category growth in the back half. Market Share -- Clorox CLX +1.53% ) -- Pricing -- Price/mix was "about flat" in Q2, with negative pricing in the Household segment attributed to elevated promotions, larger pack sizes, and channel shifts. -- Price/mix was "about flat" in Q2, with negative pricing in the Household segment attributed to elevated promotions, larger pack sizes, and channel shifts. Household EBIT Margin -- Household EBIT margin was 5.3% for the quarter, impacted by higher manufacturing and logistics costs as well as increased promotional activity. -- Household EBIT margin was 5.3% for the quarter, impacted by higher manufacturing and logistics costs as well as increased promotional activity. Gross Margin Outlook -- Management projects a higher cost savings run rate and benefits from the Glad JV termination in the back half, expecting Q3 gross margin to be "about flat" and "solid expansion" in Q4. -- Management projects a higher cost savings run rate and benefits from the Glad JV termination in the back half, expecting Q3 gross margin to be "about flat" and "solid expansion" in Q4. ERP Transition -- Clorox completed the final phase of ERP implementation in January, resulting in "higher than expected shipments" in Q2, which are expected to reverse in Q3; management noted the implementation was "very smooth" and full stabilization is expected by Q4. -- Clorox completed the final phase of ERP implementation in January, resulting in "higher than expected shipments" in Q2, which are expected to reverse in Q3...
CHOPped: Seattle Found Liable For $30 Million Over Death During "Summer Of Love" Authored by Jonathan Turley, In the last week, protesters in Minneapolis began putting up barricades to create checkpoints that bar federal immigration officers from entering certain neighborhoods. It is all too familiar to those of us who remember what the mayor in 2020 called “the Summer of Love” in Seattle and the ...
CHOPped: Seattle Found Liable For $30 Million Over Death During "Summer Of Love" Authored by Jonathan Turley, In the last week, protesters in Minneapolis began putting up barricades to create checkpoints that bar federal immigration officers from entering certain neighborhoods. It is all too familiar to those of us who remember what the mayor in 2020 called “the Summer of Love” in Seattle and the establishment of an autonomous area known as the Capitol Hill Organized Protest (CHOP). Ironically, these barricades are being set up after a jury ruled against the City of Seattle for negligence after the killing of 16-year-old Antonio Mays Jr. in CHOP. The self-declared anarchist enclave was originally called Capitol Hill Autonomous Zone (CHAZ) but was later renamed the Capitol Hill Occupied Protest (CHOP). In 2020, we discussed the prospect of tortious liability for the city, which abandoned the Seattle Police Department (SPD) East Precinct to the mob and stood by as CHOP declared itself the sole authority in its seized area. As I noted in the column, “If Seattle gets chopped in court, it will be due not to a failure of government but to a failure to govern.” Seattle-based ice cream company, Molly Moon’s Homemade Ice Cream, and other businesses sued the city. While first supporting the autonomous zone as part of a “summer of love,” Democratic politicians like then-Mayor Jenny Durkan later distanced themselves from the massive damage and crime in the zone. The Mays lawsuit included not only the city but former Seattle Police Chief Carmen Best and Seattle Fire Chief Harold Scoggins. The jury awarded the Mays family more than $30 million in damages — $4 million to the estate of Mays Jr. and $26 million to Mays Sr., according to The Seattle Times . Mays Jr. was visiting Seattle from San Diego when he went to the area to join the protests. He was later shot and the police failed to respond for five hours due to the limits on entry into CHOP. At that point, the crime scene was...
Image source: The Motley Fool. Tuesday, Feb. 3, 2026 at 5:00 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Spencer Rascoff Chief Financial Officer — Steven Bailey Head of Investor Relations — Tanny Shelburne Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- $878 million for Q4, up 2% year over year and flat on a foreign exchange neutral basis. -- $87...
Image source: The Motley Fool. Tuesday, Feb. 3, 2026 at 5:00 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Spencer Rascoff Chief Financial Officer — Steven Bailey Head of Investor Relations — Tanny Shelburne Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- $878 million for Q4, up 2% year over year and flat on a foreign exchange neutral basis. -- $878 million for Q4, up 2% year over year and flat on a foreign exchange neutral basis. Adjusted EBITDA -- $370 million in Q4, up 14%, with an adjusted EBITDA margin of 42%; margin would have been 41% excluding discrete items. -- $370 million in Q4, up 14%, with an adjusted EBITDA margin of 42%; margin would have been 41% excluding discrete items. Full Year Free Cash Flow -- Exceeded $1 billion in 2025, enabling $789 million in share repurchases and $186 million in dividends, reducing diluted shares outstanding by 7% year over year. -- Exceeded $1 billion in 2025, enabling $789 million in share repurchases and $186 million in dividends, reducing diluted shares outstanding by 7% year over year. Tinder Direct Revenue (Q4) -- $464 million, down 3%, or down 5% FX neutral, with 8.8 million payers (down 8%) and RPP up 5% to $17.63. -- $464 million, down 3%, or down 5% FX neutral, with 8.8 million payers (down 8%) and RPP up 5% to $17.63. Tinder Product Metrics -- Global spark coverage improved from down 1% in December 2024 to up 4% in December 2025, and new registrations improved from down 12% in Q2 to down 5% in Q4 year over year. -- Global spark coverage improved from down 1% in December 2024 to up 4% in December 2025, and new registrations improved from down 12% in Q2 to down 5% in Q4 year over year. Tinder Marketing Spend (2026) -- Budget increased by $50 million to approximately $230 million to support product turnaround and user growth. -- Budget increased by $50 million to approximately $230 million to support product turnaround and user growth. Hinge Direct Revenue (Q4) -- $...
sitox USA Rare Earth ( USAR ) has more than $3B in potential funding , including as much as $1.6B from the U.S. Commerce Department, for its plans to build a domestic rare earth and critical mineral supply chain, CEO Barbara Humpton said Tuesday in an interview with Bloomberg. "The defense sector knows that they need to choose different sources of supplies from China," the CEO told Bloomberg. "The...
sitox USA Rare Earth ( USAR ) has more than $3B in potential funding , including as much as $1.6B from the U.S. Commerce Department, for its plans to build a domestic rare earth and critical mineral supply chain, CEO Barbara Humpton said Tuesday in an interview with Bloomberg. "The defense sector knows that they need to choose different sources of supplies from China," the CEO told Bloomberg. "The conversations we are having today say that they are willing to make commitments years from now in order to ensure that supply." USA Rare Earth ( USAR ) is enjoying a major boost from the Trump administration's push to reduce reliance on Chinese rare earth supply chains, and the stock closed +17.4% on Tuesday after the government officially launched plans for a $12B critical mineral reserve. The federal funding is subject to achieving milestones, and private backing is still not firm, but the funds would allow the company to accelerate its plans and allow its Round Top deposit to come on stream in 2028, Humpton said. More on USA Rare Earth USA Rare Earth: Government Giveth, Government Taketh Away USA Rare Earth: It's Hard To Bet Against The Government (Upgrade) USA Rare Earth Shareholder/Analyst Call Presentation
当地时间2月3日，美国俄勒冈州联邦地区法院法官迈克尔·H·西蒙（Michael H. Simon），批准针对国土安全部（DHS）及其下属移民与海关执法局（ICE）的临时限制令，禁止其在抗议和新闻采访现场对抗议者与记者采取过度或攻击性执法行为。法院认定，原告——包括抗议者与多名新闻工作者——已充分证明ICE在波特兰ICE办公点周边多次、反复使用催泪瓦斯、胡椒弹等非致命武器，对未构成威胁的人群造成伤害...
当地时间2月3日，美国俄勒冈州联邦地区法院法官迈克尔·H·西蒙（Michael H. Simon），批准针对国土安全部（DHS）及其下属移民与海关执法局（ICE）的临时限制令，禁止其在抗议和新闻采访现场对抗议者与记者采取过度或攻击性执法行为。法院认定，原告——包括抗议者与多名新闻工作者——已充分证明ICE在波特兰ICE办公点周边多次、反复使用催泪瓦斯、胡椒弹等非致命武器，对未构成威胁的人群造成伤害。根据裁定内容，ICE及其相关执法人员被明确禁止在未构成迫在眉睫人身威胁的情况下使用化学或动能武器，也不得将此类武器瞄准任何人的头部、颈部或躯干。法院同时指出，该限制令并不妨碍执法人员在符合法律条件时进行合法逮捕或在真正紧急情况下使用相应武力。该临时限制令有效期为14天，并将适用于本案所涉的潜在集体成员。（新浪财经）
andresr/E+ via Getty Images Introduction Gartner, Inc. ( IT ) reported yet another disappointing quarter in terms of growth and guidance, leading to a whopping 21% drop in share price for the day. I wanted to revisit the company since the last time I covered it, when I gave it a Hold rating back in May 2025, and since then, the company’s share price has dropped over 60%. Could this be a good time ...
andresr/E+ via Getty Images Introduction Gartner, Inc. ( IT ) reported yet another disappointing quarter in terms of growth and guidance, leading to a whopping 21% drop in share price for the day. I wanted to revisit the company since the last time I covered it, when I gave it a Hold rating back in May 2025, and since then, the company’s share price has dropped over 60%. Could this be a good time to jump in? It is getting a lot more interesting, but the negativity surrounding it will keep its share price from turning around for now. By the Numbers Sales for the fourth quarter topped $1.75B, up 2% as reported and flat adjusted for FX. For the full year, revenues reached $6.5B, an increase of 4% y/y. Sales were in line with estimates. Taking a look at the sales numbers in more detail, Insights, formerly known as Research, came in at $1.28B for the quarter, up 3% on a reported basis and 1% on an FX-neutral basis. Conferences saw growth of around 14% and 11%, respectively, to $286m, and consulting declined 13% for the quarter to $134m. The company’s contract value, which means the total remaining value of all active subscriptions, remained flat compared to last year at $5.2B. Onto the company’s profitability, Q4 non-GAAP EPS came in at around $3.94, beating estimates by 43 cents. Diluted EPS came in at $3.36, which is down considerably from last year’s $5.11. A big reason for this is that last year the company received a tax benefit of almost $100m, compared to this year paying out $72m in taxes. We can also see that the gross contribution margin for Insights was 77%, 51% for conferences, and 27% for Consulting. Gross contribution margin is not the same as gross margin. According to the company’s filings , it is operating income excluding certain costs like amortization of intangibles, certain acquisition-related costs, and other non-recurring items. With regard to the performance, Insights gross contribution margins increased by around 290bps compared to Q4 last year, ...
Management just widened its forecast for what 2026 could bring. For the first 25 years of this century, Colgate-Palmolive (CL +1.34%) was a decent stock to own. The $73 billion global producer of numerous consumer goods, from toothpaste to dish soap to pet food, raised its dividend by 533% over those 25 years, as part of its 63-year streak of annual payout increases. In this period, it achieved a ...
Management just widened its forecast for what 2026 could bring. For the first 25 years of this century, Colgate-Palmolive (CL +1.34%) was a decent stock to own. The $73 billion global producer of numerous consumer goods, from toothpaste to dish soap to pet food, raised its dividend by 533% over those 25 years, as part of its 63-year streak of annual payout increases. In this period, it achieved a total return of 379%, including dividends. However, notice I said "decent," rather than great when referring to Colgate-Palmolive's stock performance. The stock significantly underperformed the S&P 500's 539% total return in that window, and spent 2025 in the doldrums. Yet, so far in 2026, shares are up 16.8% (as of Monday afternoon), compared to the S&P 500's 2.1% rise. These numbers can change in a hurry, but for now, this 8-to-1 market beat may have investors wondering if they should get in on the stock's momentum. Why Colgate-Palmolive's stock popped Last Friday, the share price rose over 5% on news that its fourth-quarter earnings report showed sales rising 5.8% year over year. The $5.23 billion in sales, slightly higher than Wall Street expected, came mostly from higher prices rather than volume growth. In another good sign, organic sales, or sales generated exclusively from a company's existing operations and core business activities, grew by 2.2%. Expand NYSE : CL Colgate-Palmolive Today's Change ( 1.34 %) $ 1.23 Current Price $ 93.12 Key Data Points Market Cap $74B Day's Range $ 91.00 - $ 93.33 52wk Range $ 74.55 - $ 100.18 Volume 310K Avg Vol 6.7M Gross Margin 62.35 % Dividend Yield 2.26 % Interestingly, Wall Street shrugged off a reported $5 million net loss for the quarter, which came largely from a $794 million impairment charge over its skin-health segment. Without that charge, earnings would have come out to $0.95 per share, ahead of the $0.91 per share analysts expected. Similarly, while markets generally hate uncertainty, on Friday they cheered management's...
Texas Instruments is in advanced discussions about buying Silicon Laboratories, a maker of mixed-signal chips used in smart homes, industrial automation, and commercial applications, according to a report. The Financial Times said that talks between the two companies were at an advanced stage and that a deal that values Silicon Laboratories at about $7 billion could happen within days. Shares of S...
Texas Instruments is in advanced discussions about buying Silicon Laboratories, a maker of mixed-signal chips used in smart homes, industrial automation, and commercial applications, according to a report. The Financial Times said that talks between the two companies were at an advanced stage and that a deal that values Silicon Laboratories at about $7 billion could happen within days. Shares of Silicon Laboratories were up nearly 33% in late Tuesday trading after the report.
Today, Feb. 3, 2026, investors are weighing a rare earnings stumble against fresh leadership, buybacks, and a balance-sheet reset. Expand NASDAQ : PYPL PayPal Today's Change ( -20.11 %) $ -10.53 Current Price $ 41.80 Key Data Points Market Cap $49B Day's Range $ 41.43 - $ 43.69 52wk Range $ 41.43 - $ 82.69 Volume 5.3M Avg Vol 16M Gross Margin 41.64 % Dividend Yield 0.27 % PayPal (PYPL 20.11%), a d...
Today, Feb. 3, 2026, investors are weighing a rare earnings stumble against fresh leadership, buybacks, and a balance-sheet reset. Expand NASDAQ : PYPL PayPal Today's Change ( -20.11 %) $ -10.53 Current Price $ 41.80 Key Data Points Market Cap $49B Day's Range $ 41.43 - $ 43.69 52wk Range $ 41.43 - $ 82.69 Volume 5.3M Avg Vol 16M Gross Margin 41.64 % Dividend Yield 0.27 % PayPal (PYPL 20.11%), a digital payments platform for merchants and consumers worldwide, closed Tuesday at $41.70, down 20.31%. The stock fell after Q4 2025 earnings and 2026 profit guidance missed expectations, while investors are watching how new leadership and capital-return plans reshape growth and margins. Trading volume reached 139 million shares, coming in about 792% above its three-month average of 16 million shares. PayPal IPO'd in 2015 and has grown 10% since going public. How the markets moved today S&P 500 (^GSPC 0.84%) slipped 0.84% to 6,918, while the Nasdaq Composite (^IXIC 1.43%) fell 1.43% to 23,255, reflecting broader selling in growth names. Among credit services stocks, sector rival Fiserv (FISV 7.71%) closed at $58.12, down 7.66%, as investors reassessed payment stocks after PayPal’s weak outlook. What this means for investors Prior to Tuesday’s market open, PayPal reported its Q4 2025 results, and they fell short of expectations. Revenue of $6.7 billion and adjusted earnings per share (EPS) of $1.23 both missed analysts’ estimates. Making matters worse, management cut its profit outlook for this year and withdrew its 2027 targets. Missing estimates and lowering guidance are a sure-fire way to trigger a stock selloff. In addition to the financial results, the company also announced the sudden departure of its CEO, Alex Chriss, who will be replaced by Enrique Lores. Lores was serving as CEO of HP (HPQ 4.09%) and also served on PayPal’s Board of Directors. This is certainly a lot of news for PayPal investors to digest in one day, but it may be worth waiting to see how things shak...
is a senior editor and author of Notepad , who has been covering all things Microsoft, PC, and tech for over 20 years. Posts from this author will be added to your daily email digest and your homepage feed. Microsoft confirmed last year that it’s working on a next-gen Xbox console in partnership with AMD. Now, AMD is hinting that the next Xbox console, which will use custom AMD chips, could be lau...
is a senior editor and author of Notepad , who has been covering all things Microsoft, PC, and tech for over 20 years. Posts from this author will be added to your daily email digest and your homepage feed. Microsoft confirmed last year that it’s working on a next-gen Xbox console in partnership with AMD. Now, AMD is hinting that the next Xbox console, which will use custom AMD chips, could be launching in 2027. “Development of Microsoft’s next-gen Xbox, featuring an AMD semi-custom SoC, is progressing well to support a launch in 2027,” said AMD CEO Lisa Su on an earnings call today. The brief comment doesn’t confirm Microsoft will launch a new Xbox in 2027, but it does reveal that AMD is ready to support a launch then if Microsoft is also ready. Microsoft entered a “strategic multi-year partnership” with AMD last year that includes the pair co-engineering silicon “across a portfolio of devices — including our next-generation Xbox consoles in your living room and in your hands.” AMD and Microsoft are also working together to build the next generation of Xbox Cloud Gaming servers. Microsoft has been teasing that the next-gen Xbox will be some type of hybrid console and PC, with the Xbox Ally devices serving as the initial groundwork towards this end goal. “The next-gen console is going to be a very premium, very high-end curated experience,” said Xbox president Sarah Bond in October. Microsoft hasn’t put a date on its next-gen Xbox, and documents that leaked as part of the FTC v. Microsoft case originally pointed towards a potential 2028 release. Those documents, which don’t reflect current plans anymore, mentioned using a custom AMD CPU as well as a co-designed AMD GPU.