Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Amazon.com (NasdaqGS:AMZN) agreed to a $309 million settlement over alleged issues with its U.S. returns and refund practices, affecting millions of customers. The company announced major layoffs that it links to efficiency gains from AI and automation across parts of its busines...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Amazon.com (NasdaqGS:AMZN) agreed to a $309 million settlement over alleged issues with its U.S. returns and refund practices, affecting millions of customers. The company announced major layoffs that it links to efficiency gains from AI and automation across parts of its business. Amazon is in preliminary talks about a potential investment of up to $50b in OpenAI, which would be one of its largest commitments to AI to date. For a company that spans ecommerce, cloud computing, digital media, and devices, this combination of consumer, workforce, and AI news puts Amazon.com, Inc. (NasdaqGS:AMZN) under a bright spotlight. Returns handling is central to its retail experience, while job cuts tied to AI are emerging at a sensitive moment for employees across the tech sector. At the same time, a possible multibillion dollar investment in OpenAI would sit alongside existing AI efforts within Amazon Web Services and its consumer platforms. As an investor, you are looking at a company adjusting how it treats customers, how it organizes its workforce, and how it allocates very large amounts of capital to AI. These choices could influence margins, risk exposure, and competitive positioning over time, depending on how the settlement terms, automation efforts, and any OpenAI deal ultimately take shape. Stay updated on the most important news stories for Amazon.com by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Amazon.com. NasdaqGS:AMZN 1-Year Stock Price Chart Why Amazon.com could be great value Investor Checklist Quick Assessment ✅ Price vs Analyst Target : At US$242.96 versus a US$296.47 analyst target, the price sits about 22% below consensus. ✅ Simply Wall St Valuation : The shares are described as trading 40.4% below estimated fair value, suggesting a sizable valuation gap. ✅ Recent Momentum...
Investment Thesis Robinhood Markets Inc. ( HOOD ) is a very peculiar stock, trading at times as a meme stock and at times on fundamentals, with a recent inclusion into the S&P 500 . Robinhood is the only meme stock included in the index to date, but fundamentals will eventually catch up, especially as risk assets frenzy is cooling, with CNN’s fear and greed index indicating neutral levels. CNN Fea...
Investment Thesis Robinhood Markets Inc. ( HOOD ) is a very peculiar stock, trading at times as a meme stock and at times on fundamentals, with a recent inclusion into the S&P 500 . Robinhood is the only meme stock included in the index to date, but fundamentals will eventually catch up, especially as risk assets frenzy is cooling, with CNN’s fear and greed index indicating neutral levels. CNN Fear and Greed Index In my view, the recent dip is not an opportunity, and a downtrend continuation is likely. I estimate the fair value to be closer to the price levels of Q1 and early Q2 2025, before the risk assets frenzy pushed the stock up from the $50-60 price range to $150 in October. The stock price has cooled since then, trading now around $90 per share. I rate the stock a Sell for now, and a switch to Buy will be triggered only once the valuation cools further. From a business fundamentals perspective, the stock is worth keeping on the watchlist, even if you’re a value investor. Data by YCharts Business Update Robinhood is a leading California-based fintech platform that revolutionized the access for retail investors to the liquid markets, with an easy UX and commission-free trading for everyday people to trade and invest in stocks and cryptos. And as long as more users joined the broker’s platform and as long as these users generated more trading volume, Robinhood would grow. And while this was true every single month since October 2024, November 2025 ( last available monthly report ) was the first month to show a worrying decline in both the number of funded accounts (-1% month over month) and an even more worrying decline in trading volumes. Robinhood's November Monthly Report Stock trading volume (in billions of dollars) was down -37%, options contracts (in millions) down by -28%, and crypto trading volume (in billions of dollars) also dropped -12%. Accounts left the platform and were significantly less active in November for the first time since monthly reports ...
Image source: The Motley Fool. Feb. 3, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — William Gordon Stone Chief Financial Officer — Stephen Andrew Lasher Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- Digital Turbine APPS 1.98% ) -- Adjusted EBITDA -- $38.8 million in the fiscal third quarter, representing 76% year-over-year growth an...
Image source: The Motley Fool. Feb. 3, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — William Gordon Stone Chief Financial Officer — Stephen Andrew Lasher Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- Digital Turbine APPS 1.98% ) -- Adjusted EBITDA -- $38.8 million in the fiscal third quarter, representing 76% year-over-year growth and a margin of 26%, supported by expense discipline and operational leverage. -- $38.8 million in the fiscal third quarter, representing 76% year-over-year growth and a margin of 26%, supported by expense discipline and operational leverage. On Device Solutions (ODS) Revenue -- $99.6 million in the fiscal third quarter, up 9% year over year, with more than 60% growth in international revenues driven by over 20% increases in both devices and revenue per device. -- $99.6 million in the fiscal third quarter, up 9% year over year, with more than 60% growth in international revenues driven by over 20% increases in both devices and revenue per device. In App Media – AGP Segment Revenue -- $52.6 million, up 19% year over year, benefiting from higher brand business and over 30% growth in the DTX/SSP business line. -- $52.6 million, up 19% year over year, benefiting from higher brand business and over 30% growth in the DTX/SSP business line. Non-GAAP Gross Margin -- 49%, an increase from 44% the prior year, driven by favorable product and segment mix. -- 49%, an increase from 44% the prior year, driven by favorable product and segment mix. Cash Operating Expenses -- $36 million, down 4% year over year due to ongoing cost controls and operational efficiency improvements. -- $36 million, down 4% year over year due to ongoing cost controls and operational efficiency improvements. Free Cash Flow -- $6.4 million for the quarter, supporting balance sheet improvements. -- $6.4 million for the quarter, supporting balance sheet improvements. GAAP Net Income -- $5.1 million, or $0.03 per share...
(RTTNews) - Champion Homes, Inc. (SKY) announced a profit for third quarter that Dropped, from the same period last year The company's earnings came in at $54.34 million, or $0.97 per share. This compares with $61.54 million, or $1.06 per share, last year. The company's revenue for the period rose 1.8% to $656.61 million from $644.93 million last year. Champion Homes, Inc. earnings at a glance (GA...
(RTTNews) - Champion Homes, Inc. (SKY) announced a profit for third quarter that Dropped, from the same period last year The company's earnings came in at $54.34 million, or $0.97 per share. This compares with $61.54 million, or $1.06 per share, last year. The company's revenue for the period rose 1.8% to $656.61 million from $644.93 million last year. Champion Homes, Inc. earnings at a glance (GAAP) : -Earnings: $54.34 Mln. vs. $61.54 Mln. last year. -EPS: $0.97 vs. $1.06 last year. -Revenue: $656.61 Mln vs. $644.93 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Showcase Minerals ( SHMIF ) said on Tuesday it has entered into an option agreement to acquire a silver property covering the former Comstock mine in British Columbia and is planning a spring drill program on its Grassy Gold Project. The company said it can earn a 100% interest in the Comstock property, subject to a 3% net smelter returns royalty, through cash payments of $300,000 over two years a...
Showcase Minerals ( SHMIF ) said on Tuesday it has entered into an option agreement to acquire a silver property covering the former Comstock mine in British Columbia and is planning a spring drill program on its Grassy Gold Project. The company said it can earn a 100% interest in the Comstock property, subject to a 3% net smelter returns royalty, through cash payments of $300,000 over two years and the issuance of shares valued at $100,000 on each of the first two anniversaries of the agreement. Showcase also said it is organizing a drill program at the Grassy Gold Project in British Columbia’s Golden Triangle region. It also announced plans for a non-brokered private placement of up to 8 million units at $0.10 per unit to raise up to $800,000 to fund exploration and working capital. SHMIF closed +2.64% at $0.0853. Source: Press Release More on Showcase Minerals Inc. Seeking Alpha’s Quant Rating on Showcase Minerals Inc. Financial information for Showcase Minerals Inc.
Key Points Berkshire Hathaway shares have underperformed since Warren Buffett said he would step down as CEO at year-end. His impending exit shouldn’t crimp the company’s historical long-term market-beating performance. The key to Berkshire’s success is the conglomerate’s structure that new CEO Greg Abel will inherit. 10 stocks we like better than Berkshire Hathaway › If you're concerned about War...
Key Points Berkshire Hathaway shares have underperformed since Warren Buffett said he would step down as CEO at year-end. His impending exit shouldn’t crimp the company’s historical long-term market-beating performance. The key to Berkshire’s success is the conglomerate’s structure that new CEO Greg Abel will inherit. 10 stocks we like better than Berkshire Hathaway › If you're concerned about Warren Buffett's planned exit as Berkshire Hathaway's (NYSE: BRK.A) (NYSE: BRK.B) chief executive officer at year-end, you're not alone. The conglomerate's shares have underperformed the broad market -- by a lot -- since Buffett made the announcement in May. Investors are understandably concerned that the company will lose at least a little of its magic without the Oracle of Omaha at the helm. And maybe it will. 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 year from now, though, odds are good the stock's current weakness will clearly have been a fantastic buying opportunity. The market's pricing in far more concern than is merited. What Berkshire Hathaway actually is There's the Berkshire you know -- a portfolio of stocks mostly hand-picked by Buffett himself, including Apple, American Express, Coca-Cola, and Chevron, just to name a few. Most investors are curious to hear what Berkshire Hathaway owns just because they might want to piggyback on investments that Buffett has already approved. Then there's all the other assets Berkshire Hathaway controls, including an assembly of several dozen wholly owned cash-generating outfits. These holdings include Dairy Queen, Duracell, Shaw Industries, railroad BNSF, GEICO insurance, Pilot Travel Centers, and more. Buffett has no particular favorite industry -- he just likes solid businesses run by managers he can count on. In fact, he prefers to stay out of their way. In other words, Berkshire Hathaway is like a mutual fund as well as a private equ...
When the final whistle blew, you could sense the huge wave of relief that swept over this stadium. Arsenal may not have been at all convincing against a Chelsea side who caused them the occasional problem but Mikel Arteta will not care one bit. After four successive semi-final defeats, Arsenal are on their way to Wembley at last. After the drama of the first leg at Stamford Bridge that saw Liam Ro...
When the final whistle blew, you could sense the huge wave of relief that swept over this stadium. Arsenal may not have been at all convincing against a Chelsea side who caused them the occasional problem but Mikel Arteta will not care one bit. After four successive semi-final defeats, Arsenal are on their way to Wembley at last. After the drama of the first leg at Stamford Bridge that saw Liam Rosenior’s side travel to north London needing to overturn a 3-2 deficit, this was a much more cagey affair that was eventually settled in injury time by substitute Kai Havertz against his former club. Arsenal seemed content to keep Chelsea at arm’s length for most of the evening and rarely looked like extending their advantage. Yet having not won this competition since 1993 and after crashing out at the semi-final stage to Newcastle after a 4-0 defeat on aggregate last season, this was an occasion for Arteta and his team to savour. A potential showdown in the final with title rivals Manchester City would only add to the sense of drama but they know they are within touching distance of a first trophy since winning the FA Cup in Arteta’s first season six years ago. Rosenior sprang a surprise by leaving Cole Palmer on the bench and naming a back three for the first time, while there was no place for captain Reece James after he failed a fitness test. Arsenal were also without their skipper as Martin Ødegaard missed out with a minor muscle injury and Arteta decided against risking Bukayo Saka’s hip issue. Other than former Chelsea goalkeeper Kepa Arrizabalaga, the Premier League leaders went with virtually a full-strength side as Eberechi Eze was handed a rare start. Not since 1987 when David Rocastle’s winner helped Arsenal come from behind against their north London rivals Tottenham has a team overturned a first-leg deficit in the semi-final of this competition after losing the first leg at home. But with Arsenal playing in front of their fans for the first time since losing t...
Mykola Pokhodzhay/iStock via Getty Images Feb. 3 was a pretty good day for shareholders of AMETEK, Inc. ( AME ). Shares of the company inched up after management announced financial results covering the final quarter of the company's 2025 fiscal year. Revenue, earnings per share, and adjusted earnings per share all exceeded analysts’ expectations . What's more, management is forecasting continued ...
Mykola Pokhodzhay/iStock via Getty Images Feb. 3 was a pretty good day for shareholders of AMETEK, Inc. ( AME ). Shares of the company inched up after management announced financial results covering the final quarter of the company's 2025 fiscal year. Revenue, earnings per share, and adjusted earnings per share all exceeded analysts’ expectations . What's more, management is forecasting continued growth in 2026 after achieving attractive growth in 2025. The firm also announced an interesting acquisition, which should help propel revenue even higher. Unfortunately, none of this makes the company an attractive purchase. Although operationally speaking, it has potential, shares are rather pricey. I won't go so far as to say that taking a bearish stance is appropriate. But I do think that we are nearing that point. For context, in my last article about the company, published in October of last year, I acknowledged that shares were too expensive to justify an upgrade. This was even though management had achieved attractive growth leading up to that point. Strategic acquisitions were leading the way, and it looked as though continued expansion was probable. Since then, however, the stock has jumped 20.7%. That is significantly greater than the 2.3% increase that the S&P 500 saw over the same window of time. After such a significant move higher, I nearly downgraded the stock. But I do think that we aren't there just yet. So for now, I will keep it rated a "Hold." A Great Business At A High Price Before the market opened on February 3rd, the management team at AMETEK announced financial results covering the final quarter of the company's 2025 fiscal year. Revenue for that time came in just a hair below $2 billion. That represented an increase of 13.4% compared to the $1.76 billion the company reported a year earlier. In fact, revenue growth was so strong that it exceeded analysts’ expectations by $51.7 million. This is a fantastic showing if you ask me. And with that rise c...
Weatherford International press release ( WFRD ): Q4 GAAP EPS of $1.91 beats by $0.49 . Revenue of $1.29B (-3.7% Y/Y) beats by $30M . More on Weatherford International Weatherford: Thank You, I'm Out After Q3'25 (Rating Downgrade) Weatherford International Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Weatherford International Historical earnings data for Weatherford International Divid...
Weatherford International press release ( WFRD ): Q4 GAAP EPS of $1.91 beats by $0.49 . Revenue of $1.29B (-3.7% Y/Y) beats by $30M . More on Weatherford International Weatherford: Thank You, I'm Out After Q3'25 (Rating Downgrade) Weatherford International Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Weatherford International Historical earnings data for Weatherford International Dividend scorecard for Weatherford International
The Nasdaq Composite and the S&P 500 fell the most in two weeks on Tuesday as investors dumped techn Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
The Nasdaq Composite and the S&P 500 fell the most in two weeks on Tuesday as investors dumped techn Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Super Micro Computer Inc. shares gained in late trading after the company gave a forecast for sales in the current quarter that signaled strong demand for its gear to run AI data centers. Revenue will be at least $12.3 billion in the period ending March 31, the San Jose, California-based company said Tuesday in a statement . Fiscal third-quarter earnings, excluding some items, will be at least 60 ...
Super Micro Computer Inc. shares gained in late trading after the company gave a forecast for sales in the current quarter that signaled strong demand for its gear to run AI data centers. Revenue will be at least $12.3 billion in the period ending March 31, the San Jose, California-based company said Tuesday in a statement . Fiscal third-quarter earnings, excluding some items, will be at least 60 cents a share. Analysts polled by Bloomberg had projected, on average, profit of 52 cents on sales of $10.2 billion. Super Micro’s outlook suggests it’s taking advantage of its strong position as a maker of servers that house the powerful chips running AI workloads. The company appears to have made progress in its effort to control the costs of getting those machines into customers’ hands and accurately predicting when contracts will close. In October, Super Micro unexpectedly issued preliminary results for the fiscal first quarter that fell far short of expectations, citing delayed contracts . Instead those contracts bolstered fiscal second-quarter results. “We are scaling rapidly to support large AI and enterprise deployments while continuing to strengthen our operational and financial execution,” Chief Executive Officer Charles Liang said in the statement. The company said it will have sales of at least $40 billion in the current fiscal year. It had previously forecast revenue of at least $36 billion. The shares jumped about 5% in extended trading following the report, after closing at $29.67 in New York. The stock has increased 11% in the past 12 months. Sales more than doubled to $12.7 billion in the quarter that ended Dec. 31, the company said in the statement. Profit, excluding some items, was 69 cents a share. Analysts, on average, projected earnings of 49 cents a share on revenue of $10.4 billion. “Better AI sales execution led to Super Micro’s 21% fiscal 2Q sales beat vs. guidance and a 2026 revenue outlook boost,” Woo Jin Ho , an analyst with Bloomberg Intelligen...
Netflix co-chief executive Ted Sarandos faced tough questioning over whether the streamer is “overwhelmingly woke” or killing competition on Tuesday afternoon during a congressional hearing focused on its pending acquisition of the film and streaming assets of Warner Bros Discovery. The hearing was conducted by the Senate subcommittee on antitrust, competition policy, and consumer rights. Bruce Ca...
Netflix co-chief executive Ted Sarandos faced tough questioning over whether the streamer is “overwhelmingly woke” or killing competition on Tuesday afternoon during a congressional hearing focused on its pending acquisition of the film and streaming assets of Warner Bros Discovery. The hearing was conducted by the Senate subcommittee on antitrust, competition policy, and consumer rights. Bruce Campbell, chief revenue and strategy officer for Warner Bros Discovery, also testified in the packed Senate hearing room. Both Sarandos and Campbell addressed concerns about how the merger would affect entertainment industry jobs, whether it would raise consumer prices for streaming services, whether it would result in less content for users and whether it would hurt the movie theater business. “We’re going to operate the WarnerBros studio largely as it is today,” Sarandos said in response to a question from Democratic senator Adam Schiff about whether the merger would result in layoffs. Josh Hawley, a Republican Senator, specifically questioned Sarandos about the content of Netlix programming, using data that Sarandos said was “inaccurate”. Hawley said he and his wife have to review the Netflix content their children want to watch because “I don’t have confidence in what’s on your platform.” “Why is it that so much of Netflix content for children promotes a transgender ideology?” Hawley asked. “An enormous amount of your children’s programming has this ideology in it.” Sarandos said that “Netflix programming has no agenda of any kind,” adding: “We feature a wide variety of stories and programs to meet a wide variety of tastes.” “My concern is that you don’t share my values or that of many American parents,” Hawley said. “I think we ought to be concerned about what content you’re promoting.” Eric Schmitt, a Republican senator from Missouri, pressed Sarandos on donations made by Netflix employees to Democrats and accused him and his company of promoting “DEI and wokeness”. “Th...
Igor Suka Gladstone Investment ( GAIN ) stock gained 3.3% in Tuesday after-hours trading after net asset value grew 10% in its fiscal Q3, even as its adjusted net investment income fell short of the Wall Street consensus. Fiscal Q3 adjusted net investment income of $0.21 per share, trailing the average analyst estimate of $0.23, dropped from $0.24 in Q2. Total investment income of $25.1M for the q...
Igor Suka Gladstone Investment ( GAIN ) stock gained 3.3% in Tuesday after-hours trading after net asset value grew 10% in its fiscal Q3, even as its adjusted net investment income fell short of the Wall Street consensus. Fiscal Q3 adjusted net investment income of $0.21 per share, trailing the average analyst estimate of $0.23, dropped from $0.24 in Q2. Total investment income of $25.1M for the quarter ended Dec. 31, 2025, missing the $25.7M consensus, declined from $25.3M in the prior quarter. Net asset value of $14.95 per share at Dec. 31, 2025, grew from $13.53 at Sept. 30. The increase was primarily due to net unrealized appreciation of investments of $70.2M, or $1.77 per common share, and $3.5M, or $0.09 per common share, of realized gain on investments. Those were partly offset by $9.5M, or $0.24 per common share, of distributions paid to common shareholders; $6.5M, or $0.16 per common share, of net investment loss; and $1.3M, or $0.03 per common share, of realized loss on other upon the redemption of the 8.00% notes due 2028. Gladstone Investment ( GAIN ) voluntarily redeemed its 8.00% notes due 2028 with an aggregate principal amount of $74.8M during the quarter. Net expenses of $31.6M climbed from $21.0M in Q2 2026. In fiscal Q3, the company invested $33.1M in a new portfolio company, Rowan Energy Inc., in the form of $25.8M of secured first lien debt and $7.3M of preferred equity. During the quarter, Gladstone Investment ( GAIN ) sold 230,930 shares of its common stock under its at-the-market program at a weighted-average gross price of $14.03 per share and raised ~$3.2M in net proceeds. Conference call on Feb. 4 at 8:30 AM ET. Earlier, Gladstone Investment reports FQ3 results More on Gladstone Investment Gladstone Investment: Hunting High Yields From The Baby Bonds Gladstone Investment: Q2 Earnings Confirms Positive Outlook (Rating Upgrade) Gladstone Investment declares $0.08 dividend
A federal judge rejected Elon Musk ’s attempt to throw out a US Securities and Exchange Commission lawsuit alleging he waited too long to disclose his growing stake in Twitter . Musk had accused the agency of selective enforcement and challenged the case as an affront to his constitutional free-speech rights, among other arguments. “A straightforward application of the law reveals that none of the...
A federal judge rejected Elon Musk ’s attempt to throw out a US Securities and Exchange Commission lawsuit alleging he waited too long to disclose his growing stake in Twitter . Musk had accused the agency of selective enforcement and challenged the case as an affront to his constitutional free-speech rights, among other arguments. “A straightforward application of the law reveals that none of these arguments warrant dismissal of this lawsuit,” US District Judge Sparkle Sooknanan wrote in an order Tuesday in Washington. The SEC sued Musk in January 2025, less than a week before President Donald Trump took office. The regulator claimed the billionaire in 2022 amassed shares in Twitter and failed to disclose on time how much his stockpile grew. He later purchased Twitter for $44 million, took it private and renamed it X. By waiting too long to reveal his growing stake, Musk was able to buy up shares cheaply, ultimately costing Twitter shareholders more than $150 million, the SEC said. Musk’s attorneys in August sought to dismiss the suit, calling it a “waste of this court’s time and taxpayer resources.” “The court does not doubt that Mr. Musk would prefer to avoid having to disclose information that might raise stock prices while he makes a play for corporate control,” Sooknanan wrote. “But the balance Congress struck in Section 13(d) does not violate the First Amendment.” The case is Securities and Exchange Commission v. Musk, 25-cv-00105, US District Court, District of Columbia (Washington).
(RTTNews) - Prudential Financial, Inc. (PRU) on Tuesday reported fourth-quarter net income attributable to the company of $905 million or $2.55 per share, compared to a net loss of $57 million or $0.17 per share for the year-ago quarter. The current quarter included a net after-tax organizational charge of $107 million or $0.30 per share. Fourth-quarter after-tax adjusted operating income was $1.1...
(RTTNews) - Prudential Financial, Inc. (PRU) on Tuesday reported fourth-quarter net income attributable to the company of $905 million or $2.55 per share, compared to a net loss of $57 million or $0.17 per share for the year-ago quarter. The current quarter included a net after-tax organizational charge of $107 million or $0.30 per share. Fourth-quarter after-tax adjusted operating income was $1.168 billion or $3.30 per share, compared to $1.068 billion or $2.96 per share for the year-ago quarter. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Advanced Micro Devices (AMD) stock is falling in Tuesday's extended hours trading despite topping fourth quarter estimates on the top and bottom line, as well as outpacing revenue guidance forecasts. Benchmark Company managing director and senior semiconductor research analyst Cody Acree comes on Market Domination Overtime to elaborate on how AMD is able to "take advantage" of Intel's (INTC) recen...
Advanced Micro Devices (AMD) stock is falling in Tuesday's extended hours trading despite topping fourth quarter estimates on the top and bottom line, as well as outpacing revenue guidance forecasts. Benchmark Company managing director and senior semiconductor research analyst Cody Acree comes on Market Domination Overtime to elaborate on how AMD is able to "take advantage" of Intel's (INTC) recent weaknesss. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
00:00 Speaker A Well AMD reporting fourth quarter earnings moments ago. Let's get to some analyst reaction here with Cody Akrey, managing director and senior semiconductor research analyst at Benchmark. Cody, 00:10 Speaker A uh AMD just reported, what do you make of the results, Cody? What explains its reaction? Why are we why are we in the red here in the after hours? 00:17 Cody Akrey Well, I thi...
00:00 Speaker A Well AMD reporting fourth quarter earnings moments ago. Let's get to some analyst reaction here with Cody Akrey, managing director and senior semiconductor research analyst at Benchmark. Cody, 00:10 Speaker A uh AMD just reported, what do you make of the results, Cody? What explains its reaction? Why are we why are we in the red here in the after hours? 00:17 Cody Akrey Well, I think it's just a matter of heightened expectations, especially after Intel missed so so badly uh on their outlook, uh and they were supply constrained. Uh the expectation was that AMD was just going to be 00:30 Cody Akrey uh killing it on market share gains and I think they are. I think uh they're upside by on data center by nearly $500 million and data center uh shows continued strength and share gains. They're also seeing their client side business up 39% annually. 00:43 Cody Akrey Uh and so they're seeing strength in data centers and in client. Uh so I think they're just really able to take advantage of Intel's weaknesses and the strength of the broader market with AI uh leading the way 00:54 Cody Akrey on data centers and and client being a relatively healthy space to be as well. 00:59 Speaker A So that client segment, Cody, so that's chips going into laptops, PCs. One question there, and listen, it's not just a question for AMD, but this this global memory shortage, Cody, and now people are asking, okay, does that mean PC makers, they're going to have to raise prices, that could dent demand and maybe impact AMD's bottom line. You've heard this. I mean, what's your take on that? 01:16 Cody Akrey Yeah, there's definitely concerns out there uh regarding the health of the PC market this year. like you said with memory prices uh impacting consumer activity. Uh and I think that that's uh a valid issue. Um I I think we'll see stinted demand uh throughout the year for PC units. 01:34 Cody Akrey Uh but that's well known and AMD continues to take market share in that space. So I t...