AMD to report Q4 earnings amid AI spending concerns Yahoo Finance

AMD to report Q4 earnings amid AI spending concerns Yahoo Finance Australia

AMD (AMD) reported its fourth quarter earnings on Tuesday, beating expectations on the top and bottom lines, and providing a better than anticipated Q1 outlook. Despite the beat, shares fell on the news. AMD reported earnings per share (EPS) of $1.53 on revenue of $10.3 billion. Wall Street was expecting EPS of $1.32 on revenue of $9.6 billion, according to Bloomberg analyst consensus estimates. The company saw revenue of $7.7 billion in the same quarter last year. AMD says Q1 revenue will come in between $9.5 billion and $10.1 billion. That's better than the Street's estimate of $9.4 billion. Last week, Microsoft (MSFT) and Meta (META) reported their own earnings, sparking wildly divergent reactions from traders: Many balked at Microsoft’s increased spending and more modest growth, but applauded Meta’s performance despite a massive jump in its own AI spend. AMD's data center revenue for the quarter came in at $5.4 bllion topping expectations of $4.97 billion. While traders have raised consistent concerns of an AI bubble and overspending, shares of AMD and rival Nvidia (NVDA) are up significantly over the last 12 months, with AMD climbing 112% and Nvidia rising 54%. On the PC front, AMD's client business revenue hit $3.1 billion versus an anticipated $2.9 billion. The chip designer’s gaming business saw revenue of $843 million compared to an expected $855 million. Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), speaks during an AMD news conference ahead of the annual Consumer Electronics Show in Las Vegas, Nevada, on January 5, 2026. (Caroline Brehman / AFP via Getty Images) · CAROLINE BREHMAN via Getty Images AMD, like Intel (INTC), is contending with the global memory shortage, which could force PC makers to raise prices and lead to demand destruction that would cut into AMD’s PC and gaming segments. AMD’s results come roughly a month after it showed off a variety of new products during CEO Lisa Su’s keynote at CES 2026 in Las Vega...

格隆汇2月3日｜当地时间2月2日，加拿大总理卡尼与丹麦首相弗雷泽里克森通话，双方重申对主权和领土完整基本原则的支持，重申格陵兰岛的未来完全由格陵兰岛和丹麦决定。此外，双方还讨论了北极安全、多边合作、俄乌冲突等相关问题。

MadamLead/iStock via Getty Images Today, I am putting Harmony Biosciences Holdings, Inc. ( HRMY ) in the spotlight for the first time since my last article of this reasonable valued biopharma firm back in June of last year. The stock has moved up slightly since that research was posted and made a good covered call trade as was the recommendation then. The company's revenues rose nearly 30% on a year-over-year basis on its last posted quarterly results and management boosted guidance slightly meriting another look. An updated analysis follows below. HRMY Stock Chart (Seeking Alpha) Company Overview: Harmony Biosciences Holdings, Inc. is a Plymouth Meeting, Pennsylvania based commercial-stage biopharmaceutical concern focused on the development and marketing of therapies to treat rare neurological disorders. It sells one commercial product, excessive daytime sleepiness (EDS) and cataplexy med Wakix (pitolisant) while advancing three clinical programs pursuing multiple indications, including label expansion opportunities for Wakix. Harmony was formed in 2017 and went public in 2020, raising net proceeds of $134.5 million at $24 per share. Its stock trades just under $37.00 a share and sports a market capitalization of just north of $2 billion. Wakix The company’s sole commercial asset is Wakix, an oral histamine-3 receptor antagonist approved for the treatment of EDS in individuals six years or older with narcolepsy, as well as cataplexy (sudden muscle weakness triggered by strong emotions) in adults with narcolepsy. It was first green lit in 2019 after Harmony secured its U.S. development and commercial rights from French concern Bioprojet in 2017, under which it has paid out $379 million in upfront, regulatory and commercial milestone payments, as well as tiered royalties between 13% and 24%. Wakix generated net product revenue of $624.7 million in the first nine months of 2025 (YTD25), representing a 22% improvement over YTD24. It was treating ~8,100 patients domest...

格隆汇2月3日｜截至当天收盘，纽约商品交易所3月交货的轻质原油期货价格下跌3.07美元，收于每桶62.14美元，跌幅为4.71%；4月交货的伦敦布伦特原油期货价格下跌3.02美元，收于每桶66.30美元，跌幅为4.36%。

Shares of Blackstone ( BX ) slipped 0.46% to $141.77 in afternoon trade on Monday, extending losses for the eighth consecutive session. The stock has declined around 8% between January 22 and January 30, compared with a 0.37% rise in the S&P 500 over the same period. Earlier this month, reports of President Trump's plans to ban institutional investors from buying single-family homes rattled markets, also contributed to Blackstone’s recent pullback. The company said its U.S. single-family holdings account for just 2% of its real estate assets under management and 0.5% of total firm assets, adding that it has been a net seller over the past decade, with its portfolio declining by more than one-fifth. An analyst said the company’s single-family home exposure is minimal, adding that “with single-family homes being such a minuscule part of their business, I view the plunge in the stock as an overreaction,” noting the broader business remains resilient. Blackstone is active on multiple fronts, including a potential sale of Interplex’s $1 billion ICT unit, a deeper bet on Oracle’s Michigan data center, and an agreement to acquire Arlington Industries. Management signaled an acceleration in the deal cycle and expects strong 2026 inflows supported by $200 billion in dry powder. According to Seeking Alpha’s Quant rating system, Blackstone is rated Hold, with a score of 2.80 out of 5. It earns A- grades for growth and profitability, but a D in valuation and momentum. Turning to Wall Street , 10 of 21 analysts rate the stock Buy or higher, while 11 suggest Hold. Shares have fallen 10.5% over the past month and are down 8.49% year to date . More on Blackstone Blackstone: Trump's Home Buying Ban Is Noise (Rating Upgrade) Blackstone Inc. (BX) Q4 2025 Earnings Call Transcript Blackstone's BREIT: Private Equity Outperformance Is Not What It Appears Blackstone is said to consider selling Interplex’s $1 billion ICT unit - report Blackstone signals acceleration in deal cycle and projec...

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in McDonald's Corp (Symbol: MCD), where a total of 14,164 contracts have traded so far, representing approximately 1.4 million underlying shares. That amounts to about 45.1% of MCD's average daily trading volume over the past month of 3.1 million shares. Especially high volume was seen for the $317.50 strike call option expiring February 06, 2026 , with 1,596 contracts trading so far today, representing approximately 159,600 underlying shares of MCD. Below is a chart showing MCD's trailing twelve month trading history, with the $317.50 strike highlighted in orange: United Airlines Holdings Inc (Symbol: UAL) saw options trading volume of 22,814 contracts, representing approximately 2.3 million underlying shares or approximately 44.4% of UAL's average daily trading volume over the past month, of 5.1 million shares. Especially high volume was seen for the $110 strike call option expiring February 06, 2026, with 1,291 contracts trading so far today, representing approximately 129,100 underlying shares of UAL. Below is a chart showing UAL's trailing twelve month trading history, with the $110 strike highlighted in orange: And XPO Inc (Symbol: XPO) options are showing a volume of 5,225 contracts thus far today. That number of contracts represents approximately 522,500 underlying shares, working out to a sizeable 42.8% of XPO's average daily trading volume over the past month, of 1.2 million shares. Especially high volume was seen for the $115 strike put option expiring February 20, 2026, with 3,806 contracts trading so far today, representing approximately 380,600 underlying shares of XPO. Below is a chart showing XPO's trailing twelve month trading history, with the $115 strike highlighted in orange: For the various different available expirations for MCD options, UAL options, or XPO options, visit StockOptionsChannel.com. Today's Most Active Call & Put Options of th...

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in State Street Corp. (Symbol: STT), where a total of 61,524 contracts have traded so far, representing approximately 6.2 million underlying shares. That amounts to about 256.7% of STT's average daily trading volume over the past month of 2.4 million shares. Especially high volume was seen for the $145 strike call option expiring March 20, 2026 , with 30,202 contracts trading so far today, representing approximately 3.0 million underlying shares of STT. Below is a chart showing STT's trailing twelve month trading history, with the $145 strike highlighted in orange: Peakstone Realty Trust (Symbol: PKST) options are showing a volume of 2,668 contracts thus far today. That number of contracts represents approximately 266,800 underlying shares, working out to a sizeable 121.2% of PKST's average daily trading volume over the past month, of 220,205 shares. Especially high volume was seen for the $20 strike put option expiring March 20, 2026, with 1,345 contracts trading so far today, representing approximately 134,500 underlying shares of PKST. Below is a chart showing PKST's trailing twelve month trading history, with the $20 strike highlighted in orange: And DXC Technology Co (Symbol: DXC) options are showing a volume of 20,355 contracts thus far today. That number of contracts represents approximately 2.0 million underlying shares, working out to a sizeable 110.9% of DXC's average daily trading volume over the past month, of 1.8 million shares. Particularly high volume was seen for the $15 strike call option expiring March 20, 2026, with 10,011 contracts trading so far today, representing approximately 1.0 million underlying shares of DXC. Below is a chart showing DXC's trailing twelve month trading history, with the $15 strike highlighted in orange: For the various different available expirations for STT options, PKST options, or DXC options, visit StockOptionsCha...

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in United Parcel Service Inc (Symbol: UPS), where a total volume of 30,636 contracts has been traded thus far today, a contract volume which is representative of approximately 3.1 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 49.3% of UPS's average daily trading volume over the past month, of 6.2 million shares. Especially high volume was seen for the $111 strike call option expiring February 06, 2026 , with 5,093 contracts trading so far today, representing approximately 509,300 underlying shares of UPS. Below is a chart showing UPS's trailing twelve month trading history, with the $111 strike highlighted in orange: Cisco Systems Inc (Symbol: CSCO) saw options trading volume of 92,005 contracts, representing approximately 9.2 million underlying shares or approximately 48.4% of CSCO's average daily trading volume over the past month, of 19.0 million shares. Especially high volume was seen for the $81 strike call option expiring February 06, 2026, with 17,366 contracts trading so far today, representing approximately 1.7 million underlying shares of CSCO. Below is a chart showing CSCO's trailing twelve month trading history, with the $81 strike highlighted in orange: And AST SpaceMobile Inc (Symbol: ASTS) saw options trading volume of 83,448 contracts, representing approximately 8.3 million underlying shares or approximately 46.6% of ASTS's average daily trading volume over the past month, of 17.9 million shares. Particularly high volume was seen for the $140 strike call option expiring February 06, 2026, with 3,342 contracts trading so far today, representing approximately 334,200 underlying shares of ASTS. Below is a chart showing ASTS's trailing twelve month trading history, with the $140 strike highlighted in orange: For the various different available expirations for UPS options, C...

AI人工智能大模型開發商OpenAI與雲端數據平台Snowflake，達成總值2億美元的多年合作協議。 透過今次合作，Snowflake的客戶可應用OpenAI的大模型，結合Snowflake的客製化應用程式，建構AI代理程式，加快決策流程。 全球有超過12,600家公司應用Snowflake的數據及AI平台。

Detroit Judge Charged In Plot To Embezzle Money From Over 1,000 'Incapacitated Individuals' A Detroit judge, her attorney father, and two other individuals were charged by federal prosecutors in an alleged "years-long scheme" to embezzle nearly $300,000 from individuals deemed incapacitated or otherwise vulnerable. Judge Andrea Bradley-Baskin , 46, is alleged - among other things, "to have used $70,000 in a ward’s funds to purchase an ownership stake in a local bar," and "money embezzled from the estate of a ward to pay a two-year lease on a new Ford Expedition for herself." In addition to Bradley-Baskin, her father, Avery Bradly, 72, Nancy Williams, 59, and Dwight Rashad, 69, were charged with conspiracy to commit wire fraud and several counts of money laundering . The judge was also hit with a single count for making a false statement to a federal law enforcement agent. Bradley-Baskin and her father Avery represented a firm that was appointed to manage the estates of incapacitated wards of over 1,000 cases , the DOJ claims. The firm, Guardian & Associates, was run by indicted co-conspirator Nancy Williams, and would siphon funds from the estates of vulnerable individuals to the judge and her father - along with to a group home operator, Dwight Rashad, officials allege. Bradley, Rashad, and Williams are accused of stealing $203,000 from one ward's legal settlement, while spending nothing on the individual . Guardian and Associates is further accused of paying out sums to Rashad for individuals who weren't even living in his facilities, the indictment claims. According to the indictment, probate courts regularly appoint guardians and conservators to manage the personal and financial affairs of adults, known as wards , who have been found by the court to lack the capacity to do so themselves. Guardians and conservators are fiduciaries who are obligated to act in the best interests of their wards. The indictment alleges that Nancy Williams owned Guardian and Associate...

Over the past five years, Canopy Growth (NASDAQ: CGC) has been a profoundly disappointing stock. Shares have lost more than 99% of their value and currently trade at around $1 each. Some might think that at these levels, Canopy Growth is finally attractive. Nothing could be further from the truth. Here is why I wouldn't get anywhere close to this cannabis company, and you probably shouldn't either. Image source: Getty Images. At the beginning of the decade, many investors were bullish on the cannabis industry . The sentiment was understandable at the time. There had been notable regulatory progress that would benefit cannabis companies like Canopy Growth, or so the argument went. Canopy even positioned itself as a leader in the Canadian market and attracted a partnership with a large, well-established corporation with experience navigating highly regulated consumer goods niches, namely, beverage giant Constellation Brands . However, none of that allowed Canopy Growth to perform well. Continue reading

美国财政部下调了对本季度联邦借款规模的估计，主要原因是季度初现金余额更高，但部分上被预期的净现金流较低所抵消。 美国财政部在周一的一份声明中表示，目前预计1月份至3月份的净借款为5740亿美元，低于去年11月份预估的5780亿美元。这一估计假设3月底的现金余额为8500亿美元，与此前几个季度一致。 对于4月份至6月份，美国财政部预计将借款1090亿美元，目标是6月底现金余额达到9000亿美元。 财政部上个月开始再次加大国库券的发行规模，以便在美国报税季开始之际为退税提供资金。财政部长斯科特·贝森特表示，他预计第一季度的退税规模为1000亿美元至1500亿美元。 周一的最新预期发布距离财政部公布所谓的季度再融资声明还有两天。 责任编辑：李桐

00:00 Speaker A This is going to be a big indicator for the AI trade. Uh just as we saw from Meta and Microsoft, they had wildly different results when they reported last week. Uh huge reactions uh to them as well. Obviously Microsoft losing a huge amount of value then uh meta seeing a jump, but this will give us a better sense of what the spending is going to look like going forward for those companies. They obviously both raised CapEx and we're expecting Amazon and Google to do the same. and a good chunk of that goes to AI chips and then AMD makes AI chips. 00:26 Dan So for the quarter we're expecting AMD to report EPS of $32 on revenue of 9.6 billion. That would be up from the dollar 9 and 7.7 billion they had in the same period last year. 00:41 Dan On the data center side, we're expecting $4.97 billion in revenue. That's a 29% increase. On the client side, now this is where uh PCs come into play. We're expecting that to top out at $2.9 billion for the quarter. 00:57 Dan And then on gaming, that's going to be around uh 492, uh sorry, uh 1.3 billion. Uh sorry, uh uh 8800 million uh in that uh range for the quarter. And so these are going to be some some big changes for the company going forward. Uh and you know, we're we're expected to hear more about their new chips uh from uh CEO Lisa Su, she talked about those at CES uh in January. Uh their Helios uh platform, that's going to be a a large server server uh system uh as well as their their new PC chips that are coming out. 01:31 Speaker A Dan, another question, you know, and it's a broader one, you know, not just relevant for AMD, but the impact, Dan, of this memory shortage on the PC industry. How should we be thinking through that as as consumers, as investors? 01:48 Dan Yeah, I mean, this is going to be something that's going to persist for a while. I was just speaking to some analysts about this because I'm working on a piece related to uh you know, the the memory shortage and the storage shortage because it'...

AMD Q4 earnings: What Wall Street expects from AI chipmaker Yahoo Finance

(58HM93.KS) 股價、新聞、報價和記錄 Yahoo 財經

As Broadcom shares slide, is AVGO stock a buy on the dip? MSN

Tech stocks were higher late Monday afternoon, with the State Street Technology Select Sector SPDR E 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 Trump administration is no fan of renewable energy, but it reserves special ire for wind power. Trump himself has repeatedly made false statements about the cost of wind power, its use around the world, and its environmental impacts. That animosity was paired with an executive order that blocked all permitting for offshore wind and some land-based projects, an order that has since been thrown out by a court that ruled it arbitrary and capricious. Not content to block all future developments, the administration has also gone after the five offshore wind projects currently under construction. After temporarily blocking two of them for reasons that were never fully elaborated, the Department of the Interior settled on a single justification for blocking turbine installation: a classified national security risk . The response to that late-December announcement has been uniform: The companies building each of the projects sued the administration. As of Monday, every single one of them has achieved the same result: a temporary injunction that allows them to continue construction. This, despite the fact that the suits were filed in three different courts and heard by four different judges. Read full article Comments

Posts from this author will be added to your daily email digest and your homepage feed. Users of the text and code editor Notepad++ may have unknowingly downloaded a malicious update for the app after its shared hosting servers were hijacked last year. On Monday, the app’s developer, Don Ho, posted an update on the attack with more details, including that the hackers were “likely a Chinese state-sponsored group” and that the app’s servers were vulnerable for roughly six months from June through December 2nd, 2025. The post explains that the hijacking occurred on the app’s unnamed, now-former hosting provider’s end, stating that “Traffic from certain targeted users was selectively redirected to attacker-controlled served malicious update manifests.” When victims were redirected, their app update could be replaced with a malicious executable that, according to independent cybersecurity expert Kevin Beaumont, may have given the hackers remote access to a victim’s keyboard. Don Ho’s post also adds that the attack involved “highly selective targeting” in terms of the victims it redirected away from the legitimate Notepad++ website. Kevin Beaumont noted that the victims he spoke with “are [organizations] with interests in East Asia.” So, while this is a serious security vulnerability, it’s possible that the hackers were busy watching specific people instead of just anyone. The developer did not specify when they became aware of the attack, but said that “all attacker access was definitively terminated” by December 2nd. The Notepad++ updater has been updated itself with stronger security measures to check for tampering and verify that updates are legitimate. Notepad++ users should make sure they are on at least version 8.8.9, which addressed the vulnerabilities from the hijacking attack, and they should probably download that version directly from the Notepad++ website. Additionally, Kevin Beaumont suggested users double-check that they’re not using an unofficial version o...

There are no important events for this country at this time. Select "All" to see top events in other countries or view all events.

GEV280121P00500000 互動股市圖表 | GEV Jan 2028 500.000 put 股市 Yahoo 財經

Sergii Kolesnikov/iStock via Getty Images Performance Assessment ASML Holding N.V. ( ASML ) has greatly outperformed the S&P 500 ( SP500 ) since my last update : Performance since Author's Last Article on ASML (Seeking Alpha, Author's Last Article on ASML) Thesis I've been asked to provide an earnings update after the Q4 FY25 release last week. Here's why I remain bullish: The order book acceleration thesis is playing out. EUV adoption in DRAM broadens the revenue profile. Higher FCF margins and buybacks are encouraging. ASML still looks undervalued vs. comps. ASML is in a clean, powerful uptrend. Growth Acceleration View is Playing Out I expected ASML to see a meaningful boost in net bookings figures. This thesis view is playing out nicely: TTM Net Bookings (EUR mn) (Company Filings, Author's Analysis) In fact, the magnitude of the bookings growth is almost 2x that of what Wall Street consensus expected due to strong tailwinds in both memory (DRAM), which I expected, and advanced logic, which I did not expect in my thesis view: ASML has reported blow-out orders of €13.2bn in Q4-25, almost double our forecast and consensus estimates. The order strength seems to have come from advanced logic and DRAM. - Jefferies analyst Janardan Menon . Management shared that the key drivers in logic to be adoption transition to more advanced nodes, which have higher lithography requirements (thus increasing the reliance on its EUV machines). In memory, the drivers were high-bandwidth memory, or HBM , and DRAM chips as expected in my pre-earnings note on ASML. In advanced Logic... AI accelerators are migrating from the 4nm node to the more litho intensive 3nm node. At the same time, customers continue to ramp the 2nm node in support of next-generation HPC and mobile applications... In Memory, our customers are reporting very strong demand for both HBM and DDR products. - CEO Christophe Fouquet in the Q4 FY25 earnings call . Management is confident of these demand drivers persisting ...

数据提供商CoinGlass的数据显示，随着包括股票和贵金属在内的其他风险资产遭到抛售，加密货币大幅下跌，比特币投资者最近几天清仓了25.6亿美元。 比特币空头和多头头寸的全军覆没远低于美国总统特朗普宣布对中国征收新关税后市场经历的创纪录的190亿美元加密货币清盘。即便如此，分析师表示，新一轮的清仓潮表明，加密货币市场对风险厌恶情绪已经变得非常敏感。 虽然比特币的不稳定性是出了名的，但对人工智能贸易的新担忧，以及特朗普宣布挑选沃什作为美联储主席提名人引发的贵金属抛售，都对加密货币造成了拖累。 比特币在10月10日至11日期间最低跌至104782.88美元，几天前刚刚创下126000美元以上的历史新高。 在周六下跌超过6%之后，比特币尚未重新回到这些峰值，最后交易价格约为78396美元。Bitfinex分析师在周一的一份研究报告中说，周末流动性稀缺也加剧了周末的下跌走势。 责任编辑：李桐

原油期貨價格跌逾百分之4，地緣政局或有所緩和，加上受到大宗商品遭拋售影響，油價下跌。 紐約期油收市報62.14美元一桶，跌3.07美元，跌幅百分之4.71。倫敦期油收市報66.3美元一桶，跌3.02美元，跌幅百分之4.36。

All five offshore wind projects halted by the Trump administration in December can resume construction after a federal judge’s ruling on Monday that cleared Denmark’s Ørsted to proceed with its Sunrise Wind project off the coast of New York. Ørsted’s request for an injunction blocking the interior department order was the fifth brought by an offshore wind developer since the 22 December pause on five leases. The agency stopped work on the multibillion-dollar facilities due to national security concerns around radar interference. An interior department spokesperson said the agency would not comment on pending litigation. Ørsted said in a statement it would resume work immediately but continue with the underlying lawsuit challenging the interior department’s stop-work order. It added it was trying to find a solution to the matter by cooperating with the US administration. Ørsted has spent or committed more than $7bn to date to build Sunrise Wind, the company said. If the stop-work order is not lifted by 6 February, the project risks losing access to a specialized vessel needed to complete installation of an offshore cable, Ørsted attorneys argued at the hearing. The argument was similar to those made at four other hearings in recent weeks. “Every court to review this question has now found that the loss of specialized vessels and resulting delays amounts to irreparable harm. I agree,” Royce Lamberth, a US district court judge, said before granting Ørsted’s request. Lamberth also granted the injunction for Ørsted’s Revolution Wind, off the coast of Rhode Island, in January. An attorney for the justice department argued that the suspension was justified by new, classified information about risks to national security from the operation of offshore windfarms. Offshore wind developers have faced repeated disruptions under Donald Trump, who has said he finds wind turbines ugly, expensive and inefficient. Analyst Jacob Pedersen from Denmark’s Sydbank said political risks rem...