Computer processor maker AMD (NASDAQ: AMD) reported Q4 CY2025 results exceeding the market’s revenue expectations , with sales up 34.1% year on year to $10.27 billion. On top of that, next quarter’s revenue guidance ($9.8 billion at the midpoint) was surprisingly good and 4.3% above what analysts were expecting. Its non-GAAP profit of $1.53 per share was 16% above analysts’ consensus estimates. Is...
Computer processor maker AMD (NASDAQ: AMD) reported Q4 CY2025 results exceeding the market’s revenue expectations , with sales up 34.1% year on year to $10.27 billion. On top of that, next quarter’s revenue guidance ($9.8 billion at the midpoint) was surprisingly good and 4.3% above what analysts were expecting. Its non-GAAP profit of $1.53 per share was 16% above analysts’ consensus estimates. Is now the time to buy AMD? Find out in our full research report (it’s free for active Edge members). AMD (AMD) Q4 CY2025 Highlights: Revenue: $10.27 billion vs analyst estimates of $9.69 billion (34.1% year-on-year growth, 6% beat) $10.27 billion vs analyst estimates of $9.69 billion (34.1% year-on-year growth, 6% beat) Adjusted EPS: $1.53 vs analyst estimates of $1.32 (16% beat) $1.53 vs analyst estimates of $1.32 (16% beat) Adjusted EBITDA: $3.05 billion vs analyst estimates of $2.39 billion (29.7% margin, 27.4% beat) $3.05 billion vs analyst estimates of $2.39 billion (29.7% margin, 27.4% beat) Revenue Guidance for Q1 CY2026 is $9.8 billion at the midpoint, above analyst estimates of $9.40 billion is $9.8 billion at the midpoint, above analyst estimates of $9.40 billion Operating Margin: 17.1%, up from 11.4% in the same quarter last year 17.1%, up from 11.4% in the same quarter last year Inventory Days Outstanding: 163, up from 158 in the previous quarter 163, up from 158 in the previous quarter Market Capitalization: $394.2 billion StockStory’s Take AMD's fourth-quarter results showcased strong revenue growth and margin expansion, driven by broad-based demand for high-performance computing and AI products. CEO Lisa Su highlighted “accelerating Instinct MI350 Series GPU deployments and server share gains.” The data center and client segments both contributed meaningfully, while embedded segment growth returned. Cautious remarks surfaced about inflationary pressures and memory costs in the PC market, with Su noting the PC total addressable market “down a bit just given som...
PhilAugustavo/iStock via Getty Images Introduction I have always regarded farmland as a go-to asset in times of financial market volatility and increased uncertainty. Indeed, I see farmland as producing two principal return streams: Value appreciation thanks to increases in the money supply versus a fixed supply of farmland around the world. Current income is dependent on the price of agricultural...
PhilAugustavo/iStock via Getty Images Introduction I have always regarded farmland as a go-to asset in times of financial market volatility and increased uncertainty. Indeed, I see farmland as producing two principal return streams: Value appreciation thanks to increases in the money supply versus a fixed supply of farmland around the world. Current income is dependent on the price of agricultural commodities, which ultimately drives farmland rent levels. In recent months we have seen significant swings in the prices of precious metals, which are arguably more correlated with the first principal return driver of farmland, namely value appreciation thanks to increases in the money supply. While precious metals do have their benefits relative to farmland (increased secrecy and ease of cross-border transportation, for instance), one notable drawback is that they produce no current income. Preferred shares in Gladstone Land ( LAND ) are one potential solution for investors looking for an attractive current yield backed by a safe-haven asset such as farmland. LAND's Series C ( LANDP ) and Series B ( LANDO ) 6% fixed-rate preferred shares are off to a strong start in 2026, benefiting from improved coverage thanks to a surge in LAND common stock. I believe the preferred shares should continue to outperform the iShares Preferred and Income Securities ETF ( PFF ), with my positive outlook driven by: Sufficient 1.04x coverage of preferred equity by common equity, further improved if we consider the circa 25% par value discount LANDP and LANDO trade at. Trailing twelve-month AFFO preferred dividend coverage of 1.14x, albeit impacted by lower occupancy and a shift to variable rent. Capital gain potential of 5-6% on top of the already attractive 7.6% dividend yield, with even greater upside if we see a decline in long-term interest rates. Since my prior coverage , there has been no major change in LAND's land focus, which remains on annual fresh produce and permanent crops, with...
Two months after President Donald Trump approved the H200 exports to China, they have yet to begin. The Nvidia logo is displayed on a smartphone with national flag of USA and China in the background. (Photo Illustration by Algi Febri Sugita/SOPA Images/LightRocket via Getty Images) The U.S. State Department is considering imposing additional restrictions on H200 chip sales, in addition to those an...
Two months after President Donald Trump approved the H200 exports to China, they have yet to begin. The Nvidia logo is displayed on a smartphone with national flag of USA and China in the background. (Photo Illustration by Algi Febri Sugita/SOPA Images/LightRocket via Getty Images) The U.S. State Department is considering imposing additional restrictions on H200 chip sales, in addition to those announced by Washington in December. The issue has become a major drag for Nvidia, which has lost considerable business in China. Stocktwits sentiment for NVDA remained ‘neutral.’ The U.S. State Department is considering additional restrictions on sales of Nvidia’s H200 chips to Chinese customers, the Financial Times reported late Tuesday, potentially delaying a key Washington approval needed to resume shipments. Chinese customers, meanwhile, are not placing H200 chip orders with Nvidia until it becomes clear whether they will be able to secure the licences and what conditions will be attached, according to the report, which cited people familiar with the matter. H200 China Sales In Limbo Nvidia’s sales in China have now been upset for years amid U.S.-China diplomatic and trade tensions. In December, President Donald Trump allowed Nvidia to export its H200 chips to the Asian nation under conditions and through case-by-case licenses, raising hopes that Nvidia would soon return to a market its CEO Jensen Huang has said could be worth $50 billion a year. That has yet to happen, with the situation remaining in flux amid unclear and shifting positions of Washington and Beijing on the issue. Retail Reaction The news generated buzz around Nvidia on Stocktwits, pushing the ticker into the platform’s top five trending names late Tuesday. However, retail sentiment remained ‘neutral,’ unchanged over the past week. News about progress on an investment deal with OpenAI also drove the sentiment, while members speculated that the U.S. approval of H200 sales might coincide with Trump’s visit...
It's official: The Walt Disney Company (NYSE: DIS) veteran Josh D'Amaro will succeed Bob Iger as CEO on March 18 of this year. The first time Iger left the company in 2020, he handed the reins to a handpicked choice in Bob Chapek. The Chapek era proved tumultuous for the company, and the board ultimately fired Chapek. His tenure lasted less than three years, and Iger came back to right the wayward...
It's official: The Walt Disney Company (NYSE: DIS) veteran Josh D'Amaro will succeed Bob Iger as CEO on March 18 of this year. The first time Iger left the company in 2020, he handed the reins to a handpicked choice in Bob Chapek. The Chapek era proved tumultuous for the company, and the board ultimately fired Chapek. His tenure lasted less than three years, and Iger came back to right the wayward ship. Now Iger is ready to step aside again, but this time he and the board of directors chose D'Amaro , the current chairman of Disney Experiences. This transition should be different and better for Disney investors . Disney's board of directors, led by James P. Gorman, painstakingly searched for the next leader of the iconic brand. D'Amaro, a longtime Disney executive, brings a wealth of brand knowledge and is largely responsible for the massive growth in the parks division since 2020. The choice to let D'Amaro lead the storied company should be welcome news for shareholders. Continue reading
Lockheed Martin expects to have around 300 of its fifth-generation F-35 fighter jets operating in the Asia-Pacific by 2035, one of the US aerospace giant’s senior executives said at the Singapore Airshow on Tuesday. Steve Sheehy, aeronautics vice-president of international business development, made the prediction during a media briefing in which he cited the “emergence of threat” in the region an...
Lockheed Martin expects to have around 300 of its fifth-generation F-35 fighter jets operating in the Asia-Pacific by 2035, one of the US aerospace giant’s senior executives said at the Singapore Airshow on Tuesday. Steve Sheehy, aeronautics vice-president of international business development, made the prediction during a media briefing in which he cited the “emergence of threat” in the region and the “game-changing” interoperability achieved by US allies. Lockheed Martin’s appearance at the Singapore Airshow came against a backdrop of China’s rapid expansion of its own fifth-generation fighter force. Advertisement Sheehy said there was a “very strong” partnership with the four major US regional allies that are operating the F-35 – Australia, Japan, Singapore and South Korea. Japan and Singapore have ordered both the F-35A, a conventional take-off and landing variant that uses traditional runways, and F-35B vertical landing variants designed for amphibious ships and austere sites, he said. Advertisement According to Sheehy, Tokyo is projected to become the second largest operator of the F-35 in the world after the US. That position was held last year by Australia, with 72 units, while South Korea is operating 40 F-35As and looking to add five to 20 more jets.