Key Points Silicon Labs beat Q4 earnings this morning. No one cares about that though, because Texas Instruments is buying Silicon Labs. 10 stocks we like better than Silicon Laboratories › Silicon Labs (NASDAQ: SLAB) stock skyrocketed 48% through 11:25 a.m. ET Wednesday after announcing its Q4 results -- and more importantly, also announcing Texas Instruments (NASDAQ: TXN) will buy it. Where to i...
Key Points Silicon Labs beat Q4 earnings this morning. No one cares about that though, because Texas Instruments is buying Silicon Labs. 10 stocks we like better than Silicon Laboratories › Silicon Labs (NASDAQ: SLAB) stock skyrocketed 48% through 11:25 a.m. ET Wednesday after announcing its Q4 results -- and more importantly, also announcing Texas Instruments (NASDAQ: TXN) will buy it. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Silicon Labs earnings Silicon Labs beat earnings in its Q4 report. Analysts expected the semiconductor stock to earn $0.55 per share on sales of $207.6 million. Silicon Labs beat on both top and bottom lines, reporting $0.56 per share (adjusted) on $208 million in sales. The Silicon Labs buyout Of course, the "earnings beat" pales in significance to the day's bigger news. To "create a global leader in embedded wireless connectivity solutions," Texas Instruments will acquire and bring Silicon Labs in-house. Paying $231 per share cash, Texas Instruments proposes to acquire Silicon Labs for $7.6 billion. (Minus Silicon Labs' net cash position, the enterprise value is "approximately $7.5 billion.) In exchange, Texas Instruments will acquire a subsidiary that's grown revenues 15% annually for more than a decade, that took in $785 million in sales last year, that lost $65 million -- but generated nearly $66 million in positive free cash flow. Is Silicon Labs stock a buy? Silicon Labs stock ran up on the news today, but at $203 and change, still has another 14% to go before it reaches the price Texas Instruments wants to pay for it. TI says it hopes to close this transaction in the first half of 2027 -- so investors who buy and hold Silicon Labs stock might potentially need to wait more than a year to cash in. For a 14% return that might be worth it, but with Silicon Labs stock now valued at more than 100 times free cash fl...
Amazon (AMZN) is scheduled to announce its Q4 2025 earnings on Thursday, February 5, with analysts projecting big moves for its stock afterwards. While Amazon’s stock has underperformed the broader market, the company’s core businesses continue to deliver steady growth. The momentum in its e-commerce, cloud, and digital advertising segments will likely sustain in Q4, which could be a catalyst for ...
Amazon (AMZN) is scheduled to announce its Q4 2025 earnings on Thursday, February 5, with analysts projecting big moves for its stock afterwards. While Amazon’s stock has underperformed the broader market, the company’s core businesses continue to deliver steady growth. The momentum in its e-commerce, cloud, and digital advertising segments will likely sustain in Q4, which could be a catalyst for AMZN stock to climb. Amazon’s Management expects net sales between $206 billion and $213 billion, representing year-over-year (YoY) growth of 10% to 13% compared with the fourth quarter of 2024. If the earnings Wall Street currently expects Amazon to deliver fourth-quarter earnings per share of $1.98, up 6.5% YoY. Further, investors should note that Amazon has been beating analysts’ expectations, surpassing consensus EPS estimates in each of the last four quarters, including a notable 23.4% beat in Q3. Should this trend continue, Wall Street suggests that Amazon (AMZN) stock could swing as much as 8% higher. Alternatively, options traders are forecasting an approximate 7-8% dip should the earnings not deliver as well. Most analysts remain bullish on Amazon stock ahead of the company’s Q4 2025 results. Entering this week, most analysts, including Wedbush and B of A Securities, maintained a Buy or equivalent rating for AMZN. Current analyst price targets range from $244 to $340, suggesting potential upside from the current market price of $234.29. Also Read: US Stocks 12 Months Analysis: Paypal (PYPL) & Microsoft (MSFT) Furthermore, Amazon announced another pro-AI move that could be viewed positively by bullish investors who are also fans of the AI push. Per a Wednesday Reuters report, Amazon plans to use artificial intelligence to speed up the process for making movies and TV shows. AI is quickly reshaping much of the film and television industry, a move that the e-commerce giant is looking to dive into for its own entertainment content. Amazon Shares didn’t respond well imm...
Getty Images Introduction This article serves as a brief January recap and a forecast into February. Some records were set in January that may be the first to have ever happened in my lifetime. As February begins we have some precarious conditions: S&P 500 Momentum Gauge signals have turned negative for both daily and weekly signals. The Market Momentum Gauges have reached the highest negative val...
Getty Images Introduction This article serves as a brief January recap and a forecast into February. Some records were set in January that may be the first to have ever happened in my lifetime. As February begins we have some precarious conditions: S&P 500 Momentum Gauge signals have turned negative for both daily and weekly signals. The Market Momentum Gauges have reached the highest negative values since November after being positive into January. Gold saw the largest one day percentage decline on Friday of approximately -11.4% putting it among the largest declines in over four decades back to the 1980s. The decline was potentially larger than the 1983 decline with an intraday move of -13%. I cannot confirm as exact percentages vary. The Technology sector gauges are negative on the daily, weekly, and monthly gauge signals as the largest and most important bellwether market sector. A new Fed Chairman Kevin Warsh has been selected to replace Jerome Powell in May. Changes in Fed Chairs have historically averaged large market declines in the following weeks. Timing matters, and it matters greatly. I have spent the last 35 years trading, researching, and constructing algorithms to identify and leverage the value across fundamental, technical, and behavioral finance models. Of the ten portfolio models designed for optimal portfolio mixes for members to beat the market at Value & Momentum Breakouts , eight come from enhancing well-tested anomaly research in published financial journals. All of the models continue to outperform the S&P 500 in live forward testing here on Seeking Alpha, and again this year. First Negative S&P 500 Signals As Mega Tech Breaks Down From October Highs This article builds on my prior 2026 outlook articles with an emphasis on the Momentum Gauge signals and major changes occurring in the first month of the year. Prior articles provide context for the rotation to new leadership we are seeing from last year. Chasing Bubbles And Riding Value In Anot...
Zerbor Shares of Intapp ( INTA ) fell about 25% on Wednesday despite fiscal second quarter results beating estimates. Intapp — which provides cloud-based software for legal, accounting, and financial services firms — saw its non-GAAP EPS jump about 57% year-over-year to $0.33. Meanwhile, fiscal second-quarter revenue climbed year-over-year 16% to $140.2M. Both the top and bottom line numbers beat ...
Zerbor Shares of Intapp ( INTA ) fell about 25% on Wednesday despite fiscal second quarter results beating estimates. Intapp — which provides cloud-based software for legal, accounting, and financial services firms — saw its non-GAAP EPS jump about 57% year-over-year to $0.33. Meanwhile, fiscal second-quarter revenue climbed year-over-year 16% to $140.2M. Both the top and bottom line numbers beat estimates. "I am pleased to report our strong second quarter which was supported by the addition of new clients and the expansion of existing client accounts,” said CEO John Hall. "Our results reflect our proficiency in serving enterprise clients, our growing partner ecosystem, and demand for our new AI-driven solutions in the highly regulated industries we serve." Software as a Service, or SaaS, revenue grew 28% year-over-year to $102.5M. The cloud annual recurring revenue, or ARR, was $433.6M as of Dec. 31, 2025, a 31% year-over-year increase compared to Cloud ARR as of Dec. 31, 2024. Cloud ARR represented 81% of total ARR as of Dec. 31, 2025, according to the company. Trailing twelve months, or TTM, cloud net revenue retention rate as of Dec. 31, 2025, was 124%. Total ARR was $535M as of Dec. 31, 2025, a 22% year-over-year increase. For the six months ended Dec. 31, 2025, the company bought back 3.4M shares for about $150.1M, including broker fees. Separately, the company said that its board approved a new stock repurchase program of up to $200M on Jan. 29. Outlook For the fiscal third quarter, Intapp expects total revenue to be between $143.8M and $144.8M (midpoint at $144.3M) versus a consensus revenue estimate of $144.26M. SaaS revenue is forecast in the range of $105M to $106M. The company expects non-GAAP EPS to be in the range of $0.27 to $0.29 (midpoint $0.28) compared to a consensus EPS estimate of -$0.08. For fiscal year 2026, Intapp expects total revenue to be between $570.3M and $574.3M (midpoint $572.3M) versus a consensus revenue estimate of $572.62M. SaaS r...
A diversion of law enforcement personnel and resources to assist with Donald Trump’s mass deportation campaign and deployments to US cities has undermined the government’s efforts to combat child exploitation and human trafficking, Democratic lawmakers warned. In the letter, sent on Wednesday and first shared with the Guardian, nearly two dozen House Democrats demand that the homeland security and...
A diversion of law enforcement personnel and resources to assist with Donald Trump’s mass deportation campaign and deployments to US cities has undermined the government’s efforts to combat child exploitation and human trafficking, Democratic lawmakers warned. In the letter, sent on Wednesday and first shared with the Guardian, nearly two dozen House Democrats demand that the homeland security and justice departments “immediately” restore full staffing and resources to their anti-trafficking divisions. It also makes reference to the Jeffrey Epstein investigative files, arguing that the government’s failure to publicly release the full scope of the documents in its possession “damages trust in institutions meant to deliver justice”. “The United States cannot claim to be serious about ending human trafficking while simultaneously dismantling the infrastructure built to fight it,” they write in the letter, sent to the homeland security secretary, Kristi Noem, and the US attorney general, Pam Bondi. The Democrats accuse the Trump administration of neglecting the federal government’s moral obligation to protect vulnerable youth, especially those within the foster care system, who are disproportionately targeted for exploitation. They request a briefing within 30 days related to the reallocation of personnel or funding from these programs to immigration or other enforcement priorities. On Trump’s first day in office, he signed an executive order reorienting the mission of the Department of Homeland Security (DHS) – formed after 9/11 in response to foreign terror threats – around the enforcement of immigration laws, leading to the large-scale deployments of federal agents into US citizens. In Minneapolis, federal agents shot and killed two US citizens – Renee Good and Alex Pretti – sparking a furious backlash to the administration’s tactics. “I am incensed that federal resources from DHS, from [the justice department] – we’re talking about prosecutors, we’re talking about ...
This article first appeared on GuruFocus. Intel is getting back into the GPU fight and this time, the CEO sounds pretty serious about it. Speaking at a Cisco AI Summit, Intel Corporation (NASDAQ:INTC) CEO Lip Bu-Tan said the company plans to build its own graphics chips, clearly aiming to take another shot at a market dominated by NVIDIA Corporation (NASDAQ:NVDA) and Advanced Micro Devices. Tan di...
This article first appeared on GuruFocus. Intel is getting back into the GPU fight and this time, the CEO sounds pretty serious about it. Speaking at a Cisco AI Summit, Intel Corporation (NASDAQ:INTC) CEO Lip Bu-Tan said the company plans to build its own graphics chips, clearly aiming to take another shot at a market dominated by NVIDIA Corporation (NASDAQ:NVDA) and Advanced Micro Devices. Tan didn't go into product details, but he did highlight one important move: Intel has hired a new chief GPU architect. He's very good, Tan said, sounding genuinely upbeat about the hire. That role will be filled by Eric Demers, a well known chip designer who recently joined Intel after spending years at Qualcomm and confirmed the move publicly last month. Intel's GPU push will sit under Kevork Kechichian, who already runs the company's data center processor business a sign this effort is tied closely to AI and data center workloads, not just gaming graphics. Tan also touched on Intel's foundry business, saying a few customers are now engaging heavily, especially around its upcoming 14A manufacturing technology. Investors reacted positively. Intel shares finished the day up about 1%, after jumping as much as 4% earlier.
Earnings Call Insights: Evercore Inc. (EVR) Q4 2025 Management View CEO John Weinberg stated that "2025 was a strong year for Evercore. We saw broad-based momentum across all of our businesses and ended the year with the strongest revenue performance in our history. Firm-wide adjusted net revenue reached approximately $3.9 billion, up 29% versus the prior year and nearly 17% above our previous rec...
Earnings Call Insights: Evercore Inc. (EVR) Q4 2025 Management View CEO John Weinberg stated that "2025 was a strong year for Evercore. We saw broad-based momentum across all of our businesses and ended the year with the strongest revenue performance in our history. Firm-wide adjusted net revenue reached approximately $3.9 billion, up 29% versus the prior year and nearly 17% above our previous record in 2021. In fact, our fourth quarter represented the strongest revenue quarter in our history with nearly $1.3 billion in adjusted net revenue." Weinberg explained, "For the year, we generated approximately $14.56 in adjusted earnings per share, continued to return a meaningful amount of capital to shareholders and improved our margin profile." The CEO emphasized market share gains, citing that Evercore ranked as "the third largest investment bank globally in 2025 based on advisory fees across all public firms" and highlighted significant transactions, including acting as financial adviser on "5 of the 15 largest global M&A deals for the year." Weinberg noted, "We hired 19 SMDs across sectors, products and geographies, representing our largest class of new lateral SMDs to date and added 11 new promotes at the beginning of 2025." The company reported completing the acquisition of Robey Warshaw, enhancing its EMEA expansion strategy, and opening new offices in Italy, the Nordics, and Saudi Arabia. CFO Timothy LaLonde stated, "For the fourth quarter of 2025, net revenues, operating income and EPS on a GAAP basis were $1.3 billion, $312 million and $4.76 per share, respectively. For the full year, net revenues, operating income and EPS on a GAAP basis were $3.9 billion, $790 million and $14.05 per share, respectively." LaLonde added, "Our fourth quarter adjusted net revenues of $1.3 billion increased 32% versus the fourth quarter of 2024, our best quarter to date." Outlook Weinberg projected, "We believe 2025 steady build of activity will continue into 2026 and beyond. We e...
Earnings Call Insights: Adient plc (ADNT) Q1 2026 Management View Jerome Dorlack, President and CEO, acknowledged the company’s ability to manage significant challenges in Q1, including the Novelis fire, Nexperia shortage, and JLR production issues, stating the team "manage[d] through each of these events by leveraging a resilient operating model." Dorlack reported revenue was up 4% year-over-year...
Earnings Call Insights: Adient plc (ADNT) Q1 2026 Management View Jerome Dorlack, President and CEO, acknowledged the company’s ability to manage significant challenges in Q1, including the Novelis fire, Nexperia shortage, and JLR production issues, stating the team "manage[d] through each of these events by leveraging a resilient operating model." Dorlack reported revenue was up 4% year-over-year, primarily due to FX tailwinds from Europe, and highlighted significant growth in China, stating it "more than offset production headwinds from North America." Dorlack emphasized Adient’s position as a net beneficiary of onshoring, with "no new programs to announce at this time," but expressed optimism about a "large domestic OEM program." He highlighted $25 million returned to shareholders via repurchases and a cash balance of $855 million at quarter end. The CEO outlined a raised guidance for revenue, adjusted EBITDA, and free cash flow, and described key growth drivers: new program launches, automation, innovation, and onshoring opportunities. Dorlack stated, "We expect our investments in automation to ensure continued positive business performance as most projects have a payback under 2 years." Mark Oswald, Executive VP & CFO, stated, "Sales of $3.6 billion were 4% better than first quarter fiscal year 2025 with adjusted EBITDA of $207 million." Oswald explained, "Adient reported adjusted net income of $28 million or $0.35 per share during the quarter." Outlook Adient raised its full-year 2026 guidance, now expecting sales of approximately $14.6 billion, adjusted EBITDA around $880 million, and free cash flow of $125 million. Oswald stated, "We are raising our outlook for revenue, adjusted EBITDA and free cash flow." The CFO explained, "North America vehicle production now expected to be in the 15 million unit ballpark for fiscal year '26, up from the 14.6 million at the time we gave the original guidance." Q2 is expected to be seasonally lower due to the Chinese New Y...
Earnings Call Insights: Yum! Brands (YUM) Q4 2025 Management View CEO Christopher Turner opened by highlighting record results for KFC and Taco Bell, stating "Yum! delivered another year of outstanding results at KFC and Taco Bell with our fundamentals stronger than ever at both brands." Turner emphasized Taco Bell's 7% same-store sales growth, KFC's milestone of 30,000th international restaurant ...
Earnings Call Insights: Yum! Brands (YUM) Q4 2025 Management View CEO Christopher Turner opened by highlighting record results for KFC and Taco Bell, stating "Yum! delivered another year of outstanding results at KFC and Taco Bell with our fundamentals stronger than ever at both brands." Turner emphasized Taco Bell's 7% same-store sales growth, KFC's milestone of 30,000th international restaurant opening, and 10% divisional core operating profit growth at both brands. Turner described digital capabilities as a "powerful sales driver," noting digital mix approached 60% and digital sales grew 20% year-over-year. He stressed the impact of "investments in the Byte by Yum! platform, our loyalty ecosystem and AI-driven personalized marketing." Turner outlined three core priorities: "The first is battling for the future consumer...Second, accelerating restaurant-level economics for our franchisees...and third, reaching the full potential of Byte, leveraging our technology and digital capabilities." He pointed to Taco Bell’s ambitions for 2030: reaching approximately $3 million in U.S. average unit volumes, 3,000 international stores, and 25% to 26% U.S. restaurant level margins. Turner discussed KFC's results, highlighting 6% system sales growth and a 10% core operating profit increase. He detailed initiatives such as rolling out the KWENCH beverage platform to 3,000 stores and developing more than 20 sauces as scalable platforms. Pizza Hut’s strategic review is ongoing, with Turner stating "as of now, we intend to complete the review of options this year." CFO Ranjith Roy reported "we grew our Q4 system sales 5%, driven by 3% unit growth and 3% same-store sales growth.” Roy highlighted digital sales topping $11 billion, 16% Q4 company restaurant margins, and Taco Bell U.S. restaurant level margins of 25.7%. He also noted "Q4 core operating profit grew 11% and ex special EPS was $1.73." Roy emphasized strong global development, citing "over 1,800 new units in Q4 and over 4...
stockcam eBay ( EBAY ) shares are under heavy selling pressure on Wednesday as a large stock sale by a company insider weighs on sentiment. According to a filing with the U.S. Securities and Exchange Commission, Chief Commercial Officer Jordan Sweetnam sold more than 33K of stock, worth over $3M, as part of a planned sale from August 2025. While a planned sale should not unnerve investors, the sto...
stockcam eBay ( EBAY ) shares are under heavy selling pressure on Wednesday as a large stock sale by a company insider weighs on sentiment. According to a filing with the U.S. Securities and Exchange Commission, Chief Commercial Officer Jordan Sweetnam sold more than 33K of stock, worth over $3M, as part of a planned sale from August 2025. While a planned sale should not unnerve investors, the stock has had an outsized reaction, losing as much as 12% and breaching support at both the 100- and 200-day moving averages. More on eBay eBay: Improving And Fully Re-Rated E-commerce sales surged in October amid generative AI push and heavy promotions Seeking Alpha’s Quant Rating on eBay Historical earnings data for eBay Dividend scorecard for eBay
watch now VIDEO 6:16 06:16 Jovanovic: Project Vault puts America’s best foot forward Worldwide Exchange The United States is developing plans with Mexico, the European Union and Japan to implement minimum prices for critical minerals, the U.S. Trade Representative said Wednesday. The Trump Administration is exploring a partnership with Mexico on critical minerals as part of a scheduled review of t...
watch now VIDEO 6:16 06:16 Jovanovic: Project Vault puts America’s best foot forward Worldwide Exchange The United States is developing plans with Mexico, the European Union and Japan to implement minimum prices for critical minerals, the U.S. Trade Representative said Wednesday. The Trump Administration is exploring a partnership with Mexico on critical minerals as part of a scheduled review of the United States-Mexico-Canada trade agreement (USMCA) by July 1. Trade Representative Jamieson Greer said the potential partnership would "address global market distortions that have left North American critical minerals supply chains vulnerable to disruptions." Greer described Wednesday's announcement with Mexico as an "action plan" to be implemented over the next 60 days. The U.S. and Mexico will explore ways to implement price floors for critical mineral imports, and will discuss how to implement those minimum prices in agreements with other nations, an official in the Trade Representative's office said. EU, Japan Separately, the U.S. is working with the EU and Japan to develop a strategic partnership on critical minerals that could also include price floors. The U.S. and the EU plan a memorandum of understanding on critical mineral supply chain security in the next 30 days. Greer said cooperation with the EU and Japan signals "that the world's largest market-oriented economies are committed to developing a new paradigm for preferential trade in critical minerals." The U.S. and the 27-nation EU will also discuss sharing information on stockpiling critical minerals and look for ways to cooperate on mining, refining and processing. The action plan with Mexico aims to implement coordinated stockpiling of critical minerals and common regulations for their mining, processing and trade. The plan also foresees coordination on investment, geological mapping and rapid responses to supply chain disruptions. The U.S. and Mexico plan to initially focus on a select group of critical...
First, distributed power systems, which include renewable generation and advanced battery storage, will mushroom across the world, especially in areas with weak grid infrastructure. This will replace a lot of fossil fuel energy, which is centralized and relies heavily on large-scale power plants and a strong grid. We are embracing the profound shift towards a net-zero energy era. The future energy...
First, distributed power systems, which include renewable generation and advanced battery storage, will mushroom across the world, especially in areas with weak grid infrastructure. This will replace a lot of fossil fuel energy, which is centralized and relies heavily on large-scale power plants and a strong grid. We are embracing the profound shift towards a net-zero energy era. The future energy system, to my mind, can be defined by three words: distributed, intelligent, circular. These developments point to a broader reality: in many regions, clean energy is being adopted not just for climate goals, but also because technological progress has made it the most commercially viable option. In California, we see what future power systems will look like at the grid scale. As storage capacity expands, the "duck curve" created by high renewable penetration has been significantly eased. In 2025, the grid recorded more than 1,800 hours when clean energy met or exceeded total electricity demand, showing what becomes possible when renewables and storage grow together. A similar transformation is underway in industrial applications. In Pakistan, the rapid growth of distributed solar, combined with CATL's energy storage solutions, is providing reliable power to local cement plants, cutting electricity costs by half. CATL is enabling renewable energy to achieve true economic competitiveness across a range of applications. In the mining sector, solar-plus-storage systems powered by CATL have been deployed in Chile and the Democratic Republic of the Congo, supplying electricity to remote operations at about one-fourth the cost of diesel generators. This revolution is enabled by science and technology progress, which delivers practical solutions and drives down costs. According to the IEA and BNEF, over the past decade, the cost of LFP batteries and solar has fallen by about 80%. Sustainable energy solutions have evolved from being technically feasible to becoming an economically...