Shares of Qualcomm Inc. and Arm Holdings Plc fell steeply after the semiconductor companies delivered quarterly reports, hurt by concern that a shortage of memory chips will crimp growth in the electronics industry. Both stocks declined more than 8% in extended trading late Wednesday after management signaled that memory constraints will limit phone production. Qualcomm is the largest maker of pro...
Shares of Qualcomm Inc. and Arm Holdings Plc fell steeply after the semiconductor companies delivered quarterly reports, hurt by concern that a shortage of memory chips will crimp growth in the electronics industry. Both stocks declined more than 8% in extended trading late Wednesday after management signaled that memory constraints will limit phone production. Qualcomm is the largest maker of processors that run smartphones, and Arm gets much of its revenue from royalties on technology used by that industry. The historic build-out of artificial intelligence infrastructure is driving the shortage of memory chips, which help computers manage data. Manufacturers of the components have concentrated on supplying AI data centers, leaving less production for phone components. That means fewer products ultimately reach consumers, who will have to pay higher prices. “Industrywide, memory shortages and price increases are likely to define the overall scale of the handset industry,” Qualcomm Chief Executive Officer Cristiano Amon told analysts on a conference call. Amon said Chinese customers in particular have said they’ll build fewer phones than planned because they can’t get enough memory chips. Read More: Qualcomm Gives Tepid Forecast in Sign of Shaky Phone Market On the other hand, both Qualcomm and Arm are poised to benefit from the AI boom. The companies are positioning themselves to get more revenue from data center operators — a shift that should help them in the long run. But they’re still vulnerable to swings in the smartphone market. One silver lining is that phone manufacturers are prioritizing the most expensive phones. That’s helping bolster Qualcomm’s sales of higher-end chips and propping up Arm’s royalty revenue. Read More: Arm Slides After Phone Jitters Overshadow Data-Center Growth Other companies have raised alarm bells about the memory crunch. MediaTek Inc. , a chipmaker based in Taiwan, cited the issue during a conference call this week, calling it an “...
Key Points You may be inclined to relocate for better weather and cheaper costs. Before you move, research what your healthcare options look like. At a time when you may be managing different conditions, it's important to have access to good doctors, hospitals, and Medicare plans. The $23,760 Social Security bonus most retirees completely overlook › It's not unusual for people to relocate once the...
Key Points You may be inclined to relocate for better weather and cheaper costs. Before you move, research what your healthcare options look like. At a time when you may be managing different conditions, it's important to have access to good doctors, hospitals, and Medicare plans. The $23,760 Social Security bonus most retirees completely overlook › It's not unusual for people to relocate once their careers come to a close. Once you're no longer tethered to a job, you can opt to move someplace that better meets your needs. You may be eager to relocate to a state where your Social Security checks will have more buying power. Or, you may simply want a better climate. 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 » These are very valid reasons to move. But before you decide to ditch your current city and move to another one, there's a very important thing to research -- healthcare. Once you're retired, you may find that you have at least one chronic condition to manage -- and maybe more. It's not unusual for health issues to pop up with age. But it's crucial that you have access to a solid network of providers and hospitals. So before you relocate, it's important to do your research and make sure your new locale has highly rated healthcare systems. And that's not all. Your choice of Medicare plans will hinge on where you move to. Medicare Advantage and Part D plans vary by region, and you may not want to limit your options too heavily. As a starting point, you can check out The Motley Fool's 2026 Best Places to Retire report. It includes rankings based on a number of factors, and healthcare is one of them. You may note that some places that have higher scores for housing and cost of living have lower scores for healthcare, so that's something to strongly consider when planning where to move. The $23,760 Social Security bonus most retirees completely overlook If you're like most Ameri...
Panasonic Holdings Corp. shares soared by 15%, the most since 2014, on bolstered investor hopes that a years-long restructuring will start paying off in the next fiscal year. Panasonic said that it’s expanding the scale of its headcount reductions this year by up to 12,000, up from a previously planned 10,000 in earnings released Wednesday. It also posted better-than-expected quarterly operating p...
Panasonic Holdings Corp. shares soared by 15%, the most since 2014, on bolstered investor hopes that a years-long restructuring will start paying off in the next fiscal year. Panasonic said that it’s expanding the scale of its headcount reductions this year by up to 12,000, up from a previously planned 10,000 in earnings released Wednesday. It also posted better-than-expected quarterly operating profit. The combination of an earnings beat and Panasonic’s restructuring plans left a positive impression, wrote Citigroup analysts Masahiro Shibano and Takero Fujiwara in a report.
Singapore conglomerate-turned-asset manager Keppel Ltd. reported a drop in annual earnings after losses sustained in an aggressive push to divest assets overshadowed an improvement in its business performance. The firm, which is backed by state investor Temasek Holdings Pte , posted net income attributable to shareholders of S$789 million ($620 million) in 2025. That’s a 16% decrease from a year e...
Singapore conglomerate-turned-asset manager Keppel Ltd. reported a drop in annual earnings after losses sustained in an aggressive push to divest assets overshadowed an improvement in its business performance. The firm, which is backed by state investor Temasek Holdings Pte , posted net income attributable to shareholders of S$789 million ($620 million) in 2025. That’s a 16% decrease from a year earlier and missed the S$857 million average of 11 analyst estimates compiled by Bloomberg. The hit largely came from an accounting loss of S$222 million it said it will sustain after announcing last August that it will sell M1 , a Singapore telecommunications provider it co-founded decades ago. The sale is still subject to regulatory approval. It comes after professed plans to divest a significant portion of non-core assets by the end of the decade in a bid to get investors to value it higher. That segment was valued at S$13.5 billion at end-2025 after S$2.9 billion in divestments were announced that year. Revenue rose about 3% to S$5.98 billion, missing the consensus projection of S$6.64 billion. The firm generated higher profits in its three main business segments, primarily infrastructure. It is proposing a special dividend of S$0.13 per share to be paid in cash and units of Keppel REIT. Once an owner of a myriad of interests including the world’s largest offshore rig producer, Keppel has in recent years moved toward an “asset-light” model to achieve similar market valuations as global asset managers . The firm now mostly oversees real estate investment trusts, private funds and infrastructure such as data centers. The firm also said it’s elevating deputy chair Piyush Gupta to become non-executive chair on April 17 to replace Danny Teoh , who is retiring. Gupta, 66, is the former longtime chief executive officer of Singapore’s largest bank DBS Group Holdings Ltd. , which is also backed by Temasek.
In this article CRM NOW BOX TEAM Follow your favorite stocks CREATE FREE ACCOUNT Aaron Levie, co-founder and CEO of Box, speaks at the TechCrunch Disrupt conference in San Francisco on Oct. 29, 2025. Kimberly White | TechCrunch | Getty Images Box CEO Aaron Levie says that in the 20-year history of his cloud software vendor, "this is the most exciting moment we've ever had." Wall Street doesn't see...
In this article CRM NOW BOX TEAM Follow your favorite stocks CREATE FREE ACCOUNT Aaron Levie, co-founder and CEO of Box, speaks at the TechCrunch Disrupt conference in San Francisco on Oct. 29, 2025. Kimberly White | TechCrunch | Getty Images Box CEO Aaron Levie says that in the 20-year history of his cloud software vendor, "this is the most exciting moment we've ever had." Wall Street doesn't see it that way. The stock is down 17% in 2026 after starting the year with its steepest monthly drop since 2023. It's gotten caught up in a software swoon, as investors dump shares of companies that they worry will get displaced by the rise of artificial intelligence agents. The WisdomTree Cloud Computing Fund has plummeted about 20% so far in 2026, including a 6.5% drop this week. A number of companies are faring far worse than Box. HubSpot has fallen 39% this year following a 42% slump in 2025. Figma has plunged 40% this year, Atlassian is down 35%, and Shopify has dropped 29%. The generative AI boom, kickstarted by OpenAI's ChatGPT a little over three years ago, has rapidly pushed into the business realm, with new tools that can create apps, websites and other digital products in a matter of seconds or minutes with a few text prompts. Levie describes the "cognitive dissonance" happening inside the industry, as companies see the power of the new technology to enhance their products, while also reckoning with the broader outside fear that AI will destroy them. "It somewhat misunderstands this idea of where companies tend to spend their resources and their time and their energy," Levie told CNBC's "The Exchange" on Wednesday. He made the case that businesses would much rather pay for products and services from a vendor specializing in back office software or customer relationship management systems than do it themselves and carry all the liabilities that follow. watch now VIDEO 2:54 02:54 Agent-based systems are replacing the client service software of the past, says Salesfor...
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Translate webpages in Chrome: On your computer, open Chrome. Go to a webpage written in another language. At the top, click Translate. Chrome will translate the webpage one time. If you haven't installed Google Chrome. Please download and install it. Down
Robust revenue growth and the announcement of a fresh acquisition weren't enough to push the company into positive territory for the day. Varonis Systems (VRNS 11.04%) stock dipped notably in price, with its shares ultimately closing the day nearly 11% lower. That was on the back of an earnings report that missed notably on net income guidance. Investors also seemed displeased about a looming acqu...
Robust revenue growth and the announcement of a fresh acquisition weren't enough to push the company into positive territory for the day. Varonis Systems (VRNS 11.04%) stock dipped notably in price, with its shares ultimately closing the day nearly 11% lower. That was on the back of an earnings report that missed notably on net income guidance. Investors also seemed displeased about a looming acquisition. A tale of two line items In its fourth quarter of 2025, Varonis reported total revenue of nearly $173.4 million, up 9% year over year. Net income not in accordance with generally accepted accounting principles (GAAP) very much veered in the other direction for the data security specialist, declining by a steep 53% to $11.1 million ($0.08 per share). On average, analysts tracking the company were modeling $168.5 million on the top line, and $0.03 per share for non-GAAP (adjusted) net income. The motor of Varonis' growth during the period was its key software-as-a-service (SaaS) offerings, the revenue for which nearly doubled to more than $142 million. Separately, Varonis announced that it is acquiring privately held AllTrue.ai for an undisclosed price. This is a business which is, in the acquirer's words, "an artificial intelligence (AI) trust, risk, and security management (AI TRiSM) company that helps organizations understand and control how AI systems behave across the enterprise." Expand NASDAQ : VRNS Varonis Systems Today's Change ( -11.04 %) $ -2.93 Current Price $ 23.60 Key Data Points Market Cap $3.1B Day's Range $ 20.09 - $ 24.48 52wk Range $ 20.09 - $ 63.90 Volume 1.2M Avg Vol 2.3M Gross Margin 80.04 % A big miss with guidance Varonis also proffered guidance for its current (first) quarter and the entirety of 2026. For the year, it's anticipating $722 million to $730 million, with the former number being 16% higher than the 2025 result. Per-share, adjusted net income is anticipated to be $0.06 to $0.10. But investors are judging software companies harshly ...
Those calling the Access to Work helpline to submit new applications for the scheme have most recently been met with a message warning them it could take "up to 30 weeks" for their application to be acknowledged. That's 210 days, more than double the 85-day wait at the same point last year.
Those calling the Access to Work helpline to submit new applications for the scheme have most recently been met with a message warning them it could take "up to 30 weeks" for their application to be acknowledged. That's 210 days, more than double the 85-day wait at the same point last year.
Earnings Call Insights: Moelis & Company (MC) Q4 2025 Management View CEO Navid Mahmoodzadegan opened the call highlighting "significant momentum" at the end of 2025, noting "record fourth quarter revenues of $488 million" and a 28% full-year increase in adjusted revenues to $1.54 billion. Mahmoodzadegan said, "Our revenues in 2025 were driven by 35% growth in M&A, a record-setting year for our ca...
Earnings Call Insights: Moelis & Company (MC) Q4 2025 Management View CEO Navid Mahmoodzadegan opened the call highlighting "significant momentum" at the end of 2025, noting "record fourth quarter revenues of $488 million" and a 28% full-year increase in adjusted revenues to $1.54 billion. Mahmoodzadegan said, "Our revenues in 2025 were driven by 35% growth in M&A, a record-setting year for our capital markets business and double-digit increases in both average fees and number of completed transactions." The CEO detailed recent advisory roles on high-profile transactions, including Netflix's acquisition of Warner Bros., Allied Gold's sale to Zijin Gold, and Ventyx Biosciences' sale to Eli Lilly. Mahmoodzadegan emphasized the company's expanding private capital advisory (PCA) business, stating, "Following substantial investment in 2025, our private capital advisory business is gaining meaningful traction and is well positioned to serve our sponsor clients as the GP-led secondary market continues to hit record levels." The CEO highlighted talent investments, with "21 managing directors added during 2025, including 9 lateral hires" and "an additional 13 professionals promoted to Managing Director at the beginning of 2026," bringing the MD count to 178. CFO Christopher Callesano stated, "We reported record fourth quarter revenues of $488 million, an increase of 11% versus the prior year period. For the full year, our adjusted revenues increased 28% to $1.54 billion." Callesano noted, "Our adjusted compensation expense ratios were 61.1% for the fourth quarter and 65.8% for the full year, down from 69% last year." The CFO added, "For full year 2025, we reported adjusted EPS of $2.99 per share, representing an increase of 64% from the $1.82 per share in 2024." The Board declared a regular quarterly dividend of $0.65 per share and authorized a new share repurchase program of up to $300 million with no expiration date. Outlook Management described "a constructive backdrop" f...
(RTTNews) - The Taiwan stock market has moved higher in two straight sessions, advancing almost 100 points or 0.4 percent in that span. The Taiwan Stock Exchanged now rests above the 22,240-point plateau although it may be stuck in neutral on Tuesday. The global forecast for the Asian markets is mixed to lower, with profit taking expected following recent optimism over the outlook for interest rat...
(RTTNews) - The Taiwan stock market has moved higher in two straight sessions, advancing almost 100 points or 0.4 percent in that span. The Taiwan Stock Exchanged now rests above the 22,240-point plateau although it may be stuck in neutral on Tuesday. The global forecast for the Asian markets is mixed to lower, with profit taking expected following recent optimism over the outlook for interest rates. The European markets were mixed and the U.S. bourses were down and the Asian markets figure to split the difference. The TSE finished modestly higher on Monday as gains from the financials and plastics were capped by weakness among the technology companies. For the day, the index gained 82.07 points or 0.37 percent to finish at 22,240.12 after trading between 22,164.53 and 22,449.45. Among the actives, Cathay Financial accelerated 3.90 percent, while Mega Financial strengthened 1.41 percent, CTBC Financial perked 0.15 percent, Fubon Financial spiked 3.26 percent, E Sun Financial collected 1.82 percent, Taiwan Semiconductor Manufacturing Company rose 0.11 percent, United Microelectronics Corporation dropped 0.90 percent, Hon Hai Precision climbed 1.11 percent, Largan Precision shed 0.33 percent, MediaTek sank 0.82 percent, Delta Electronics stumbled 1.74 percent, Novatek Microelectronics added 0.37 percent, Formosa Plastics improved 0.77 percent, Nan Ya Plastics jumped 1.86 percent, Asia Cement was down 0.17 percent and Catcher Technology was unchanged. The lead from Wall Street is soft as the major averages opened slightly higher on Monday but quickly headed south, eventually all ending under water. The Dow dipped 0.02 points or 0.00 percent to finish at 41,175.08, while the NASDAQ sank 152.03 points or 0.85 percent to close at 17,725.77 and the S&P 500 lost 17.77 points or 0.32 percent to end at 5,616.84. The Dow found mild support from 3M Co. (MMM), Coca-Cola (KO) and Walt Disney (DIS). On the other hand, substantial weakness among semiconductor stocks weighed on the ...
Earnings Call Insights: Boot Barn Holdings, Inc. (BOOT) Q3 2026 Management View CEO John Hazen reported "broad-based strength across all major merchandise categories in stores and online and across all geographies" for the third quarter, highlighting a revenue increase of 16% to $706 million and consolidated same-store sales growth of 5.7%. Hazen emphasized that "new stores on average are on pace ...
Earnings Call Insights: Boot Barn Holdings, Inc. (BOOT) Q3 2026 Management View CEO John Hazen reported "broad-based strength across all major merchandise categories in stores and online and across all geographies" for the third quarter, highlighting a revenue increase of 16% to $706 million and consolidated same-store sales growth of 5.7%. Hazen emphasized that "new stores on average are on pace to generate approximately $3.2 million in annual sales in their first full year of operation and pay back their initial investment in less than 2 years." He also outlined the plan to open 15 stores in the fourth quarter, targeting a total of 70 new stores for the fiscal year and reaffirmed the long-term goal of 1,200 stores in the U.S. Hazen provided an update on the omnichannel strategy, noting online comp sales growth of 19.6% and the successful launch of exclusive brand sites, which "have primarily attracted new customers." Merchandise margin rate increased 110 basis points, driven by exclusive brands and supply chain efficiencies. Hazen stated, "We will be increasing exclusive brand ticket prices on some products during the fourth quarter" to support margin expansion. CFO Jim Watkins stated, "In the third quarter, net sales increased 16% to $706 million. The increase in net sales was the result of the incremental sales from new stores and the increase in consolidated same-store sales." Watkins added, "Gross profit increased 18% to $281 million compared to gross profit of $239 million in the prior year period." Outlook Watkins guided for fourth quarter total sales at the high end of $535 million and a consolidated same-store sales increase of 5%. Merchandise margin is expected to be approximately 50.5% of sales, with a 60 basis point decrease from the prior year period, factoring in 20 basis points of expected product margin growth offset by 80 basis points of increased shrink and freight expense. For the full fiscal year, Boot Barn now expects total sales of $2.25 billi...
Feb 4 (Reuters) – Advanced Micro Devices shares fell nearly 7% in premarket trading on Wednesday after the chipmaker’s lackluster quarterly sales forecast rekindled investor doubts over its ability to take on AI chip bellwether Nvidia. The chipmaker’s retreat comes alongside a broader selloff in global software stocks tied to fears that AI will replace software and related tools, following an upd...
Feb 4 (Reuters) – Advanced Micro Devices shares fell nearly 7% in premarket trading on Wednesday after the chipmaker’s lackluster quarterly sales forecast rekindled investor doubts over its ability to take on AI chip bellwether Nvidia. The chipmaker’s retreat comes alongside a broader selloff in global software stocks tied to fears that AI will replace software and related tools, following an updated chatbot release from AI developer Anthropic. For hardware makers such as Nvidia and AMD, the risk remains that AI tools have shown limited real-world productivity gains and investor patience with Big Tech’s mounting AI spending is waning. Nvidia fell 0.6% and Broadcom slid 1.24%. The iShares semiconductor ETF dipped 0.5% in premarket trading. Although AMD’s shares doubled in 2025, outpacing the chip index, analysts cautioned its AI gains hinge on a narrow customer base as Nvidia aggressively courts rivals’ partners, including a reported $20 billion push tied to chip startup Groq. AMD forecast first‑quarter revenue of about $9.8 billion, plus or minus $300 million, slightly ahead of analysts’ estimates at $9.67 billion. But the forecast was still lower than $10.27 billion in the fourth quarter. The disappointing outlook comes despite a late boost from China-bound AI chip sales approved under a U.S. license that generated $390 million. Without those sales, AMD’s data center segment would have missed estimates in the fourth quarter. “In such an intense environment, overall results weren’t all that much beyond ‘inline’ without the China boost,” Bernstein analyst Stacy Rasgon said, adding that near‑term AI numbers “are not really inflecting.” CEO Lisa Su said demand for AMD’s next‑generation AI servers, including shipments to OpenAI and other customers, is set to accelerate sharply in the second half of the year, adding that a global memory‑chip shortage would not constrain production. Investors’ reaction to AMD’s performance was in stark contrast to a more than 10%...
Senior civil servants are among scores of witnesses to be cross-examined by an independent committee set up to probe the cause of Hong Kong’s deadliest fire in decades in a string of open hearings expected to take around two months, the South China Morning Post has learned. The committee tasked to investigate the fire, which claimed 168 lives in the Wang Fuk Court residential complex in Tai Po, wi...
Senior civil servants are among scores of witnesses to be cross-examined by an independent committee set up to probe the cause of Hong Kong’s deadliest fire in decades in a string of open hearings expected to take around two months, the South China Morning Post has learned. The committee tasked to investigate the fire, which claimed 168 lives in the Wang Fuk Court residential complex in Tai Po, will hold its first meeting on Thursday morning at the City Gallery in Central to discuss arrangements for subsequent hearings and lay down the road map of the probe. Wang Fuk Court residents who scrambled to secure tickets for the 400 seats reserved for the public said on Wednesday they hoped the investigation would identify the parties responsible for the fire and hold them accountable. Advertisement An insider said the hearings would start in mid-March and were expected to run until May, with most of the sessions open to the public. “Given the public interest, the public should be able to follow what’s going on,” the insider said. Advertisement It was anticipated that representatives of various government departments would be among the witnesses invited to give their testimonies – and be cross-examined – by lawyers for the committee.