Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Intel (INTC) is back in focus after a string of AI centric product launches, GPU hiring moves, and a potential Apple foundry partnership, all supported by recent insider share buying from the CFO. See our latest analysis for Intel. Those AI focused launches and foundry headlines have arrived...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Intel (INTC) is back in focus after a string of AI centric product launches, GPU hiring moves, and a potential Apple foundry partnership, all supported by recent insider share buying from the CFO. See our latest analysis for Intel. Those AI focused launches and foundry headlines have arrived during a strong run in the shares, with a 30 day share price return of 25.06% and a 1 year total shareholder return of 155.31%. This points to clear positive momentum despite recent earnings losses and fresh 2026 guidance showing another year of pressure. If Intel’s AI push has caught your attention, it can be useful to see what else is moving in the space. This includes high growth tech and AI stocks that might fit a similar thesis or offer a different angle on the theme. With Intel shares rallying hard while the company still reports a net loss of US$267 million and trades slightly above the average analyst target, the key question now is simple: is there real value left here, or is the market already pricing in the next leg of growth? Most Popular Narrative: 31% Undervalued According to the most followed narrative, Intel’s fair value of $71.33 sits well above the last close at $49.25, setting up a clear valuation gap for investors to weigh. Intel está profundamente infravalorada porque el mercado sigue mirando su pasado y no su futuro. Durante casi una década fue vista como el gigante que se durmió: perdió el liderazgo en la carrera de los semiconductores, se retrasó en los nodos de fabricación y cedió cuota frente a AMD, Apple y TSMC. Sin embargo, esa narrativa ya no refleja la realidad actual. Bajo el liderazgo de Pat Gelsinger, la compañía ha ejecutado un plan agresivo de recuperación tecnológica ,los “5 nodos en 4 años”, que culmina en 2025 con el proceso Intel 18A, validado por el propio gobierno de EE.UU. y por clientes como Amazon, Qualcomm y Microsoft. Esto marc...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Intel (INTC) is back in focus after a string of AI centric product launches, GPU hiring moves, and a potential Apple foundry partnership, all supported by recent insider share buying from the CFO. See our latest analysis for Intel. Those AI focused launches and foundry headlines have arrived...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Intel (INTC) is back in focus after a string of AI centric product launches, GPU hiring moves, and a potential Apple foundry partnership, all supported by recent insider share buying from the CFO. See our latest analysis for Intel. Those AI focused launches and foundry headlines have arrived during a strong run in the shares, with a 30 day share price return of 25.06% and a 1 year total shareholder return of 155.31%. This points to clear positive momentum despite recent earnings losses and fresh 2026 guidance showing another year of pressure. If Intel’s AI push has caught your attention, it can be useful to see what else is moving in the space. This includes high growth tech and AI stocks that might fit a similar thesis or offer a different angle on the theme. With Intel shares rallying hard while the company still reports a net loss of US$267 million and trades slightly above the average analyst target, the key question now is simple: is there real value left here, or is the market already pricing in the next leg of growth? Most Popular Narrative: 31% Undervalued According to the most followed narrative, Intel’s fair value of $71.33 sits well above the last close at $49.25, setting up a clear valuation gap for investors to weigh. Intel está profundamente infravalorada porque el mercado sigue mirando su pasado y no su futuro. Durante casi una década fue vista como el gigante que se durmió: perdió el liderazgo en la carrera de los semiconductores, se retrasó en los nodos de fabricación y cedió cuota frente a AMD, Apple y TSMC. Sin embargo, esa narrativa ya no refleja la realidad actual. Bajo el liderazgo de Pat Gelsinger, la compañía ha ejecutado un plan agresivo de recuperación tecnológica ,los “5 nodos en 4 años”, que culmina en 2025 con el proceso Intel 18A, validado por el propio gobierno de EE.UU. y por clientes como Amazon, Qualcomm y Microsoft. Esto marc...
Chip maker AMD has hinted that Microsoft’s next-generation Xbox console could launch next year. Speaking during an earnings call on Tuesday, CEO Lisa Su stated that its development of Microsoft’s next-gen Xbox SoC is “progressing well to support a launch in 2027”. While the comment doesn’t outright confirm the next Xbox will release next year, it indicates that the Microsoft could be ready to laun...
Chip maker AMD has hinted that Microsoft’s next-generation Xbox console could launch next year. Speaking during an earnings call on Tuesday, CEO Lisa Su stated that its development of Microsoft’s next-gen Xbox SoC is “progressing well to support a launch in 2027”. While the comment doesn’t outright confirm the next Xbox will release next year, it indicates that the Microsoft could be ready to launch soon. While neither Sony nor Microsoft have shared concrete information on their next-gen consoles plans, both companies have confirmed they are working in partnership with AMD. According to insiders, both could launch in 2027. However, at least one market analyst believes that the release date of PlayStation 6 is likely to come later than most forecasts have suggested, due to various factors. In October, tech YouTuber Moore’s Law is Dead posted a video showing what he claims to be the main processor for the next Xbox console, stating that he believes Microsoft is positioning the next Xbox console to be a hybrid system capable of not only playing games on the Xbox Store, but also PC games on other stores. The same month, Xbox president Sarah Bond suggested the next Xbox console will share some of the “thinking” behind the recently released Asus ROG Xbox Ally and Ally X handhelds. “Well, I can tell you you’re right, that the next-gen console is going to be a very premium, very high-end curated experience,” Bond told Mashable. “You’re starting to see some of the thinking that we have in this handheld, but I don’t want to give it all away.”
Earnings Call Insights: H&R Block (HRB) Q2 2026 Management View Curtis Campbell, in his first quarter as President and CEO, highlighted a “pivotal moment” for H&R Block, emphasizing a client-centric strategy and a renewed focus on both core tax season execution and long-term transformation. He stated, "My focus is clear: build on what works, challenge what needs to evolve and ensure every decision...
Earnings Call Insights: H&R Block (HRB) Q2 2026 Management View Curtis Campbell, in his first quarter as President and CEO, highlighted a “pivotal moment” for H&R Block, emphasizing a client-centric strategy and a renewed focus on both core tax season execution and long-term transformation. He stated, "My focus is clear: build on what works, challenge what needs to evolve and ensure every decision begins and ends with the client." Campbell discussed new initiatives for tax season, including integrating the Second Look review as a core component for new clients and scaling it through technology. He indicated increased investment in AI tools for both tax professionals and DIY channels, with the AI-enabled tax pro assistant nationally launched to support real-time guidance. The company is embedding AI into workflows and piloting automation for back-office functions, aiming to "reduce manual effort, create greater consistency across the network and enable more time for meaningful client interactions." Campbell described integrating Wave into H&R Block’s small business offerings to strengthen year-round relationships and combining human expertise with digital-first offerings. Tiffany Mason, Chief Financial Officer, stated, "We are pleased with our results for the first half of the fiscal year and... believe we are well positioned for the tax season, which gives us the confidence to reaffirm our fiscal 2026 outlook." Outlook The company reaffirmed full-year fiscal 2026 guidance: revenue between $3.875 billion and $3.895 billion, EBITDA between $1.015 billion and $1.035 billion, effective tax rate of approximately 25%, and adjusted EPS between $4.85 and $5. Mason noted, "Our outlook continues to contemplate certain key assumptions. First, industry growth in line with historical norms or about 1%, a continued emphasis on achieving a healthier balance of volume, price and mix over time." The guidance assumes continued prioritization of Assisted and paid DIY channels, greater...
Explore the exciting world of Amphenol (NYSE: APH) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of Dec. 17, 2025. The video was published on Feb. 3, 2026. Should you buy stock in Amphenol right now? Before you buy stock i...
Explore the exciting world of Amphenol (NYSE: APH) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of Dec. 17, 2025. The video was published on Feb. 3, 2026. Should you buy stock in Amphenol right now? Before you buy stock in Amphenol, consider this: 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 » The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Amphenol wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $446,319!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,137,827!* Now, it’s worth noting Stock Advisor’s total average return is 932% — a market-crushing outperformance compared to 197% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of February 3, 2026. Anand Chokkavelu has no position in any of the stocks mentioned. Dan Caplinger has no position in any of the stocks mentioned. Lou Whiteman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amphenol. The Motley Fool has a disclosure policy. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
nantonov/iStock Editorial via Getty Images Article Thesis Advanced Micro Devices, Inc. ( AMD ) reported the results for its most recent quarter on Tuesday afternoon. The company beat estimates on both lines, but shares slumped nevertheless -- maybe due to general tech uncertainties, maybe due to AMD trading at a rather high valuation and being priced for a lot of growth already. Relative to Nvidia...
nantonov/iStock Editorial via Getty Images Article Thesis Advanced Micro Devices, Inc. ( AMD ) reported the results for its most recent quarter on Tuesday afternoon. The company beat estimates on both lines, but shares slumped nevertheless -- maybe due to general tech uncertainties, maybe due to AMD trading at a rather high valuation and being priced for a lot of growth already. Relative to Nvidia ( NVDA ), its closest peer, AMD remains rather pricy, which is why I don't rate it a Buy for now, despite good results during the most recent quarter. Past Coverage I have written about Advanced Micro Devices here on Seeking Alpha in the past, most recently in the fall of 2025, when I published this article and gave AMD a neutral rating. Since then, shares are more or less flat, not accounting for Tuesday's after-hours price drop. I had a Buy rating on AMD earlier in 2025 , with shares being up more than 100% since then, but had downgraded it later on due to valuation as shares ran up. With AMD reporting its most recent earnings results on Tuesday, it is time for me to update my views on the company today. What Happened? Following the market's close on Tuesday, AMD released its fiscal Q4 earnings results , with the headline numbers looking like this: Advanced Micro Devices earnings results (Seeking Alpha) We see that AMD beat the analyst consensus estimate on both lines -- that is, of course, a good thing. The beats were pretty sizeable, with revenues coming in around 6%-7% higher than expected, while the consensus earnings per share estimate was beaten by well above 10%. Such sizeable beats can result in strong after-hours price movements to the upside, but AMD's shares sold off -- maybe that's due to the market being rather bearish on AI-exposed tech names for the whole day, or maybe investors were looking for even better results. No matter what, AMD trades down 7% at the time of writing, despite its Q4 results and its Q1 outlook being above the respective Wall Street co...
nantonov/iStock Editorial via Getty Images Article Thesis Advanced Micro Devices, Inc. ( AMD ) reported the results for its most recent quarter on Tuesday afternoon. The company beat estimates on both lines, but shares slumped nevertheless -- maybe due to general tech uncertainties, maybe due to AMD trading at a rather high valuation and being priced for a lot of growth already. Relative to Nvidia...
nantonov/iStock Editorial via Getty Images Article Thesis Advanced Micro Devices, Inc. ( AMD ) reported the results for its most recent quarter on Tuesday afternoon. The company beat estimates on both lines, but shares slumped nevertheless -- maybe due to general tech uncertainties, maybe due to AMD trading at a rather high valuation and being priced for a lot of growth already. Relative to Nvidia ( NVDA ), its closest peer, AMD remains rather pricy, which is why I don't rate it a Buy for now, despite good results during the most recent quarter. Past Coverage I have written about Advanced Micro Devices here on Seeking Alpha in the past, most recently in the fall of 2025, when I published this article and gave AMD a neutral rating. Since then, shares are more or less flat, not accounting for Tuesday's after-hours price drop. I had a Buy rating on AMD earlier in 2025 , with shares being up more than 100% since then, but had downgraded it later on due to valuation as shares ran up. With AMD reporting its most recent earnings results on Tuesday, it is time for me to update my views on the company today. What Happened? Following the market's close on Tuesday, AMD released its fiscal Q4 earnings results , with the headline numbers looking like this: Advanced Micro Devices earnings results (Seeking Alpha) We see that AMD beat the analyst consensus estimate on both lines -- that is, of course, a good thing. The beats were pretty sizeable, with revenues coming in around 6%-7% higher than expected, while the consensus earnings per share estimate was beaten by well above 10%. Such sizeable beats can result in strong after-hours price movements to the upside, but AMD's shares sold off -- maybe that's due to the market being rather bearish on AI-exposed tech names for the whole day, or maybe investors were looking for even better results. No matter what, AMD trades down 7% at the time of writing, despite its Q4 results and its Q1 outlook being above the respective Wall Street co...
During today’s AMD financials, Dr. Lisa Su confirmed that next-gen Xbox hardware is targeting 2027. Dr. Lisa Su, who confirmed Xbox hardware is targeting 2027 for their next generation | image credit: AMD’s YouTube channel Dr. Lisa Su gave the following statement during today’s AMD financial report earnings call: “Development of Microsoft’s next-gen Xbox featuring an AMD semi-custom S.O.C. is prog...
During today’s AMD financials, Dr. Lisa Su confirmed that next-gen Xbox hardware is targeting 2027. Dr. Lisa Su, who confirmed Xbox hardware is targeting 2027 for their next generation | image credit: AMD’s YouTube channel Dr. Lisa Su gave the following statement during today’s AMD financial report earnings call: “Development of Microsoft’s next-gen Xbox featuring an AMD semi-custom S.O.C. is progressing well to support a launch in 2027.” This is the first update, including our first timeline, since Xbox and AMD confirmed they were working together for the next generation of Xbox Hardware back in June of 2025. Rumors around the Xbox hardware division have pointed to a hybrid-device. It is essentially a Windows PC but has built-in hardware-level backwards compatibility with Xbox Series devices and all the games that they can play. The aim for these devices is said to be a more niche, ‘premium’ product. Instead of aiming for 50+ million sales as a loss leader, the hardware would not lose money upfront anymore. It is a massive shift for the video game industry, which has generally relied on software sales to recoup losses on hardware. This generation has been a nightmare for the Xbox division as the company seemingly stopped wanting to sell the Xbox Series X & S consoles, as prices never fell. At this point, during most generations, especially the last, the console price could come down to attract the casual audience. Instead, prices are going up, in no small part thanks to Microsoft’s AI and data center ambitions. Thanks to their partner, OpenAI, RAM and SSD prices have begun to skyrocket. An arms race, one rumored to have only started to keep competition from catching up, is poised to heavily damage the home computing industry. How do you feel about this seeming confirmation of next-gen Xbox hardware in 2027? Let us know in the XboxEra Forums or make some noise in the lively XboxEra Community Discord Server. If you’re looking to be a bigger part of an amazing communi...
Nintendo Co. ’s shares slid their most since April after the company reported disappointing earnings, revealing a big hit to margins while concerns grow about the impact of soaring memory chip prices in 2026. The stock fell as much as 10% in early Tokyo trading. After a record-setting summer debut for the Switch 2, the Kyoto-based company is grappling with global disruptions from US tariffs. Sales...
Nintendo Co. ’s shares slid their most since April after the company reported disappointing earnings, revealing a big hit to margins while concerns grow about the impact of soaring memory chip prices in 2026. The stock fell as much as 10% in early Tokyo trading. After a record-setting summer debut for the Switch 2, the Kyoto-based company is grappling with global disruptions from US tariffs. Sales at home, where Nintendo priced its device low to hook consumers, took up a bigger proportion of business during the holiday quarter. Longer-term, the Japanese company faces surging memory prices that threaten the gadget’s already razor-thin margins. While most major electronics makers, including Nintendo, have been protected by long-term supply contracts, that cushion is only temporary. “The market environment is indeed challenging. But we are engaging in long-term discussions with our suppliers to ensure we maintain a stable intake of chips,” President Shuntaro Furukawa said during an analysts’ call, according to a recording of the meeting reviewed by Bloomberg News. “We do not expect major impact during the fourth quarter of this year. However, from the next fiscal year onward, if this price hike lasts longer than anticipated, it could potentially put pressure on our profitability.” Read more: Nintendo’s Profit Disappoints Even as Memory Prices Climb Switch 2 sales came to 7.01 million units in the December quarter, compared with the 6.5 million average analysts’ estimate. But Nintendo reported a less-than-expected 23% rise in operating income. Sales leapt more than 80% but also lagged projections. Nintendo kept its full-year guidance for revenue and operating profit, and stuck to its Switch 2 unit sales forecast of 19 million. That seemed conservative , given the Switch 2 had sold 17.37 million units through December, according to Bloomberg Intelligence analyst Nathan Naidu . Weak software sales for the Switch 2 propelled the profit miss, Citigroup analyst Tokiya Baba w...
CEO Alex Chriss is stepping down. Shares of PayPal (PYPL 20.11%) plunged on Tuesday after the payment processor warned that its profits could fall in 2026. By the close of trading, PayPal's stock price was down more than 20%. Lackluster growth PayPal's revenue rose 4% year over year $8.7 billion in the fourth quarter. Active accounts inched up 1% to 439 million, while payment transactions grew 2% ...
CEO Alex Chriss is stepping down. Shares of PayPal (PYPL 20.11%) plunged on Tuesday after the payment processor warned that its profits could fall in 2026. By the close of trading, PayPal's stock price was down more than 20%. Lackluster growth PayPal's revenue rose 4% year over year $8.7 billion in the fourth quarter. Active accounts inched up 1% to 439 million, while payment transactions grew 2% to 6.8 billion. Interim CEO Jamie Miller said PayPal failed to achieve its growth targets for its lucrative branded checkout business. Total payment volume for this key segment increased just 1% on a currency-neutral basis, down from 5% in the third quarter. Expand NASDAQ : PYPL PayPal Today's Change ( -20.11 %) $ -10.53 Current Price $ 41.80 Key Data Points Market Cap $49B Day's Range $ 41.43 - $ 43.69 52wk Range $ 41.43 - $ 82.69 Volume 5.3M Avg Vol 16M Gross Margin 41.64 % Dividend Yield 0.27 % All told, PayPal's adjusted operating income and earnings per share grew 3% to $1.6 billion and $1.23. That was below Wall Street's expectations, which had called for adjusted per-share profits of $1.29. Fierce competition is taking a toll Looking ahead to 2026, PayPal said its full-year adjusted profits could range from a slight increase to a low-single-digit percentage decline. Miller said lower- and middle-income consumers were pulling back on their retail spending. PayPal is also facing intensifying competition from the likes of Apple and Alphabet's Google. With their technical expertise, abundant capital, and massive user bases, the tech titans are formidable threats. To meet these challenges, PayPal's board of directors decided to replace outgoing CEO Alex Chriss with incoming chief executive Enrique Lores, who will assume the role on March 1. Lores is a respected leader who has served as HP's CEO since November 2019. He's credited with leading the personal computer maker through the pandemic and helping to position it for an artificial intelligence (AI)-based future.
Live cattle futures are holding higher on Tuesday with contracts up 55 to 70 cents at midday. Cash trade has yet to see any movement this week but closed last week with the South coming in at $212-213 and Northern trade up to $217-218. Feeder cattle futures are rallying on Tuesday, with gains of $1.55 to $2.37. The CME Feeder Cattle Index was back up $3.83 on April 25, with the average price at $2...
Live cattle futures are holding higher on Tuesday with contracts up 55 to 70 cents at midday. Cash trade has yet to see any movement this week but closed last week with the South coming in at $212-213 and Northern trade up to $217-218. Feeder cattle futures are rallying on Tuesday, with gains of $1.55 to $2.37. The CME Feeder Cattle Index was back up $3.83 on April 25, with the average price at $293.71. The weekly OKC feeder cattle auction had 4,921 head for sale, with steers up $5-10 from last week and heifers $5-13 higher. Don’t Miss a Day: USDA’s National Wholesale Boxed Beef report was mixed on Tuesday morning, as the Chc/Sel widened to $21.39. Choice boxes were $3.42 higher at $346.19/cwt, with Select down 31 cents to $324.81. Federally inspected cattle slaughter was estimated at 104,000 head for Monday. That is 1,000 head below the Monday prior and down 5,648 head from the same week last year. Apr 25 Live Cattle are at $216.300, up $0.650, Jun 25 Live Cattle are at $210.275, up $0.675, Aug 25 Live Cattle are at $205.900, up $0.575, May 25 Feeder Cattle are at $294.175, up $2.375 Aug 25 Feeder Cattle are at $296.775, up $1.825 Sep 25 Feeder Cattle are at $295.625, up $1.550 On the date of publication, Austin Schroeder did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.