GIGABYTE says it is expanding its AMD partnership and introducing new X870E X3D motherboards, Ryzen AI 400 laptops, and FreeSync OLED monitors. VideoCardz.com
GIGABYTE says it is expanding its AMD partnership and introducing new X870E X3D motherboards, Ryzen AI 400 laptops, and FreeSync OLED monitors. VideoCardz.com
(RTTNews) - Cullen Frost Bankers (CFR) released a profit for its fourth quarter that Increased, from the same period last year The company's earnings came in at $164.58 million, or $2.56 per share. This compares with $153.18 million, or $2.36 per share, last year. The company's revenue for the period rose 8.5% to $448.70 million from $413.51 million last year. Cullen Frost Bankers earnings at a gl...
(RTTNews) - Cullen Frost Bankers (CFR) released a profit for its fourth quarter that Increased, from the same period last year The company's earnings came in at $164.58 million, or $2.56 per share. This compares with $153.18 million, or $2.36 per share, last year. The company's revenue for the period rose 8.5% to $448.70 million from $413.51 million last year. Cullen Frost Bankers earnings at a glance (GAAP) : -Earnings: $164.58 Mln. vs. $153.18 Mln. last year. -EPS: $2.56 vs. $2.36 last year. -Revenue: $448.70 Mln vs. $413.51 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
NVIDIA CorporationNVDA is expanding its focus beyond data centers by pushing deeper into robotics and physical artificial intelligence (AI). The company is building platforms that combine graphics processing units (GPUs), software and simulation tools to support the development of intelligent machines. These systems are used in areas such as factory automation, logistics, autonomous vehicles and s...
NVIDIA CorporationNVDA is expanding its focus beyond data centers by pushing deeper into robotics and physical artificial intelligence (AI). The company is building platforms that combine graphics processing units (GPUs), software and simulation tools to support the development of intelligent machines. These systems are used in areas such as factory automation, logistics, autonomous vehicles and service robots. As labor shortages and efficiency needs rise, interest in AI-powered robotics is increasing. The independent research firm Mordor Intelligence estimates that the global robotics market will reach $218.56 billion by 2031 from $73.64 billion in 2025, reflecting a CAGR of 19.86% over the period. NVIDIA’s robotics strategy centers on providing a full stack rather than selling chips alone. Developers can train models on powerful servers, test them in virtual environments and deploy them on edge systems. This approach helps shorten development cycles and improve reliability. NVIDIA has been witnessing growing adoption of its robotics technologies. Companies such as Belden, Caterpillar, Foxconn, Lucid Motors, Toyota, TSMC and Wistron have adopted its robotics technologies to build factories that have accelerated AI-driven manufacturing. NVIDIA’s robotics business forms part of its Automotive segment. In the third quarter of fiscal 2026, the Automotive segment’s revenues increased 32% year over year to $592 million. Though the Automotive segment contributes just 1% to total revenues at present, the growing demand for robotics is likely to drive the business unit’s growth over the long run. The Zacks Consensus Estimate for the Automotive segment’s fiscal 2026 revenues is pegged at $2.41 billion, indicating year-over-year growth of 42.2%. How NVIDIA’s Rivals Fare in AI Robotics Space NVIDIA competes with Intel CorporationINTC and Advanced Micro Devices, Inc.AMD in the AI robotics space. Intel offers comprehensive robotics solutions, focusing on enabling physical AI thr...
Tsai Capital Corporation, an investment management firm, released its fourth quarter 2025 investor letter. A copy of the letter can be downloaded here. Tsai Capital Growth Equity Strategy gained 8.5% before fees and 7.6% after fees for the year ended December 31, 2025, compared to the S&P 500 Index’s 17.9% return. Tsai Capital Growth Equity Strategy has gained 970% cumulatively before fees and 658...
Tsai Capital Corporation, an investment management firm, released its fourth quarter 2025 investor letter. A copy of the letter can be downloaded here. Tsai Capital Growth Equity Strategy gained 8.5% before fees and 7.6% after fees for the year ended December 31, 2025, compared to the S&P 500 Index’s 17.9% return. Tsai Capital Growth Equity Strategy has gained 970% cumulatively before fees and 658% after fees, since its inception 26 years ago, compared to the S&P 500 Index’s total return of 639%. The strategy’s objective is to invest long-term in exceptional companies that can quickly and effectively allocate capital towards the most promising ideas and talent. Currently, the portfolio is invested in 17 high-quality growth companies across sectors. In addition, you can check the top five holdings of the Strategy to know its best picks in 2025. In its fourth-quarter 2025 investor letter, Tsai Capital Corporation highlighted stocks like Tesla, Inc. (NASDAQ:TSLA). Tesla, Inc. (NASDAQ:TSLA) designs, develops, manufactures, leases, and sells electric vehicles, as well as energy generation and storage systems. The one-month return of Tesla, Inc. (NASDAQ:TSLA) was -4.06%, and its shares gained 7.79% of their value over the last 52 weeks. On January 28, 2026, Tesla, Inc. (NASDAQ:TSLA) stock closed at $431.46 per share, with a market capitalization of $1.435 trillion. Tsai Capital Corporation stated the following regarding Tesla, Inc. (NASDAQ:TSLA) in its fourth quarter 2025 investor letter: Tesla (TSLA—Year of First Purchase: 2020): Tesla is a leading artificial intelligence (AI) company that has formidable competitive advantages across various sectors, including electric vehicles, software, and energy storage. Our investment in Tesla traces its origins to February 2020, when we acquired shares at an average initial cost of $41.66 per share. Tesla stands as a profound anomaly in the corporate landscape, charting an utterly unconventional course that frequently engenders bew...
Image source: The Motley Fool. Thursday, January 29, 2026 at 8:00 a.m. ET Call participants Chair and Chief Executive Officer — Adena Friedman Chief Financial Officer — Sarah Youngwood Head of Investor Relations — Ato Garrett Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Net Revenue -- $5.2 billion for 2025, representing 12% growth, and $1.4 billion in the fourth quart...
Image source: The Motley Fool. Thursday, January 29, 2026 at 8:00 a.m. ET Call participants Chair and Chief Executive Officer — Adena Friedman Chief Financial Officer — Sarah Youngwood Head of Investor Relations — Ato Garrett Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Net Revenue -- $5.2 billion for 2025, representing 12% growth, and $1.4 billion in the fourth quarter with 13% year-over-year growth. -- $5.2 billion for 2025, representing 12% growth, and $1.4 billion in the fourth quarter with 13% year-over-year growth. Solutions Revenue -- $4 billion for 2025, up 11%, comprising 76% of total net revenue, and $1.1 billion for the fourth quarter, up 12%. -- $4 billion for 2025, up 11%, comprising 76% of total net revenue, and $1.1 billion for the fourth quarter, up 12%. Annual Recurring Revenue (ARR) -- $3.1 billion at year-end, growing 10% annually, with 12% ARR growth in Financial Technology. -- $3.1 billion at year-end, growing 10% annually, with 12% ARR growth in Financial Technology. Operating Income -- $2.9 billion for 2025, a 16% increase; $783 million in the fourth quarter, up 16%. -- $2.9 billion for 2025, a 16% increase; $783 million in the fourth quarter, up 16%. Diluted EPS -- $3.48 for the year, increasing 24%; $0.96 for the fourth quarter, up 27%. -- $3.48 for the year, increasing 24%; $0.96 for the fourth quarter, up 27%. Operating Margin -- 56% for the full year and for the fourth quarter, each representing a two-point improvement over the prior period. -- 56% for the full year and for the fourth quarter, each representing a two-point improvement over the prior period. Financial Technology Revenue -- $1.85 billion in 2025 and $498 million in the fourth quarter, both growing 11%-12% year over year. -- $1.85 billion in 2025 and $498 million in the fourth quarter, both growing 11%-12% year over year. Financial Crime Management Technology -- 22% annual revenue growth and 24% in the fourth quarter; added 255 new SMB and six n...
Novak Djokovic has insisted that he will not “walk out with a white flag” as he prepares for his latest battle with one of the ATP’s dominant top two in a grand slam semi-final, this time against the two-time defending champion Jannik Sinner on Friday in Melbourne. “I’m creating my own history, and I think I’ve been very clear when I say that my intention is always to … get to the championship mat...
Novak Djokovic has insisted that he will not “walk out with a white flag” as he prepares for his latest battle with one of the ATP’s dominant top two in a grand slam semi-final, this time against the two-time defending champion Jannik Sinner on Friday in Melbourne. “I’m creating my own history, and I think I’ve been very clear when I say that my intention is always to … get to the championship match in every tournament, particularly slams,” Djokovic said. “Slams are one of the biggest reasons why I keep on competing and playing tennis. So that’s all I can say. “Are [Sinner and Carlos Alcaraz] better right now than me and all the other guys? Yes, they are. I mean, the quality and the level is amazing. It’s great. It’s phenomenal. But does that mean that I walk out with a white flag? No. I’m going to fight until the last shot, until the last point, and do my very best to challenge them.” This match-up will mark Djokovic’s fifth consecutive grand slam semi-final, a remarkable development at 38. He struggled physically in the final stages of each of his four semi-final runs last year, his body unable to withstand the physical strain of six best of five sets matches. But this year Djokovic has spent only nine hours and seven minutes on court while playing 11 completed sets. In theory, this is an extremely positive development for Djokovic, who managed to conserve energy across five rounds and should finally head into his match against Sinner in good physical shape. The problem is that despite being in the semi-finals, he has not won a set since the third round. After receiving a walkover against the 16th seed Jakub Mensik in round two, he was thoroughly outplayed by Lorenzo Musetti for two sets before being handed a remarkable slice of luck. A set away from one of the biggest wins of his career, the Italian was forced to retire due to injury. Of his 53 previous grand slam semi-finals, the all-time record, there have been numerous instances when Djokovic has entered the f...
Wall Street analysts expect Advanced Micro Devices (AMD) to post quarterly earnings of $1.33 per share in its upcoming report, which indicates a year-over-year increase of 22%. Revenues are expected to be $9.67 billion, up 26.2% from the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.9% to its current level. This demonstrates the c...
Wall Street analysts expect Advanced Micro Devices (AMD) to post quarterly earnings of $1.33 per share in its upcoming report, which indicates a year-over-year increase of 22%. Revenues are expected to be $9.67 billion, up 26.2% from the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.9% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock. While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight. With that in mind, let's delve into the average projections of some Advanced Micro metrics that are commonly tracked and projected by analysts on Wall Street. Analysts predict that the 'Net revenue- Data Center' will reach $4.86 billion. The estimate indicates a change of +26% from the prior-year quarter. The consensus among analysts is that 'Net revenue- Embedded' will reach $963.94 million. The estimate points to a change of +4.4% from the year-ago quarter. Based on the collective assessment of analysts, 'Net revenue- Gaming' should arrive at $842.17 million. The estimate suggests a change of +49.6% year over year. The consensus estimate for 'Net revenue- Client' stands at $2.96 billion. The estimate points to a change of +28.1% from the year-ago quarter. View all Key Company Metrics for Advanced Micro here>>> Shares of Advanced Micro have demonstrated returns of +18% over the past ...
Wall Street analysts expect Advanced Micro Devices (AMD) to post quarterly earnings of $1.33 per share in its upcoming report, which indicates a year-over-year increase of 22%. Revenues are expected to be $9.67 billion, up 26.2% from the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.9% to its current level. This demonstrates the c...
Wall Street analysts expect Advanced Micro Devices (AMD) to post quarterly earnings of $1.33 per share in its upcoming report, which indicates a year-over-year increase of 22%. Revenues are expected to be $9.67 billion, up 26.2% from the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.9% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock. While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight. With that in mind, let's delve into the average projections of some Advanced Micro metrics that are commonly tracked and projected by analysts on Wall Street. Analysts predict that the 'Net revenue- Data Center' will reach $4.86 billion. The estimate indicates a change of +26% from the prior-year quarter. The consensus among analysts is that 'Net revenue- Embedded' will reach $963.94 million. The estimate points to a change of +4.4% from the year-ago quarter. Based on the collective assessment of analysts, 'Net revenue- Gaming' should arrive at $842.17 million. The estimate suggests a change of +49.6% year over year. The consensus estimate for 'Net revenue- Client' stands at $2.96 billion. The estimate points to a change of +28.1% from the year-ago quarter. View all Key Company Metrics for Advanced Micro here>>> Shares of Advanced Micro have demonstrated returns of +18% over the past ...
Brighton are set to reject a £20m offer from Nottingham Forest for midfielder Yasin Ayari. Relegation-threatened Forest want to strengthen their squad before the transfer window closes on Monday and have bid for the Sweden international, but sources have told BBC Sport the offer will be turned down. Ayari signed for Brighton from AIK Stockholm in 2023 and has made 66 appearances for the Seagulls s...
Brighton are set to reject a £20m offer from Nottingham Forest for midfielder Yasin Ayari. Relegation-threatened Forest want to strengthen their squad before the transfer window closes on Monday and have bid for the Sweden international, but sources have told BBC Sport the offer will be turned down. Ayari signed for Brighton from AIK Stockholm in 2023 and has made 66 appearances for the Seagulls since his £3.5m arrival, scoring six goals. Since arriving in England the 22-year-old has also had loan spells at Blackburn and Coventry.
Illinois lawmakers plan to introduce a climate change superfund bill in the state legislature this session, the latest in a growing number of states seeking to make fossil fuel companies pay up for the fast-growing financial fallout of climate change. As the costs of global warming rise—in the form of home insurance premiums, utility bills, health expenses, and record-breaking damages from extreme...
Illinois lawmakers plan to introduce a climate change superfund bill in the state legislature this session, the latest in a growing number of states seeking to make fossil fuel companies pay up for the fast-growing financial fallout of climate change. As the costs of global warming rise—in the form of home insurance premiums, utility bills, health expenses, and record-breaking damages from extreme weather—local advocates are increasingly pushing states to require that fossil fuel companies contribute to climate “superfunds” that would support mitigation and adaptation. Illinois State Rep. Robyn Gabel, who will introduce the bill in the House, said she is motivated by the growing threat of flooding and heat waves in the state. Read full article Comments
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Broadcom is projected to dominate the custom AI chip market as hyperscalers expand internal AI chip programs. Microsoft, Google, Amazon, and Meta are reported as key customers for Broadcom's custom AI server compute ASICs. Broadcom is said to hold about 60% projected market share...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Broadcom is projected to dominate the custom AI chip market as hyperscalers expand internal AI chip programs. Microsoft, Google, Amazon, and Meta are reported as key customers for Broadcom's custom AI server compute ASICs. Broadcom is said to hold about 60% projected market share in AI server compute ASICs by 2027, with expectations of tripling ASIC shipments. The company is a primary supplier for Microsoft's Maia AI chip initiatives and is linked to multi year AI infrastructure buildouts. For investors watching NasdaqGS:AVGO, the focus is on Broadcom's role behind the scenes in powering hyperscale data centers. The company sits at the center of custom AI chip efforts at Microsoft, Google, Amazon, and Meta, with these relationships tied directly to infrastructure spending. With a current share price of $333.24 and a very large 3 year and 5 year return, Broadcom has already drawn significant market attention. The projected 60% share of the AI server compute ASIC market by 2027 and expectations for tripling ASIC shipments highlight the scale of AI related demand Broadcom is positioned to serve. If hyperscalers continue prioritizing in house AI chips for performance and cost control, Broadcom's role as a design and manufacturing partner could remain important for data center build plans and long term hardware roadmaps. Stay updated on the most important news stories for Broadcom by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Broadcom. NasdaqGS:AVGO Earnings & Revenue Growth as at Jan 2026 How Broadcom stacks up against its biggest competitors For Broadcom, being projected as the leading custom AI chip partner for hyperscalers links directly to how AI-focused data centers are being built, because custom application-specific integrated circuits, or ASICs, are a way for Microsoft, Alphabe...
(RTTNews) - Dover Corp. (DOV), a diversified manufacturer, on Thursday reported higher net income in the fourth quarter compared with the previous year. For the fourth quarter, net income increased to $274.77 million from $238.38 million in the previous year. Earnings per share were $2.01 versus $1.72 last year. On the adjusted basis, net income rose to $343.33 million from $304.63 million in the ...
(RTTNews) - Dover Corp. (DOV), a diversified manufacturer, on Thursday reported higher net income in the fourth quarter compared with the previous year. For the fourth quarter, net income increased to $274.77 million from $238.38 million in the previous year. Earnings per share were $2.01 versus $1.72 last year. On the adjusted basis, net income rose to $343.33 million from $304.63 million in the previous year. Adjusted earnings per share were $2.51 versus $2.20 last year. On average, eighteen analysts had expected the company to report $2.49 per share. Analysts' estimates typically exclude special items. Operating earnings surged to $345.30 million from $295.06 million in the prior year. Revenue increased to $2.10 billion from $1.93 billion in the previous year. Looking ahead, Dover expected full year 2026 earnings per share in the range of $8.95 to $9.15, while on an adjusted basis, earnings per share are projected to be $10.45 to $10.65. For the full year 2026, revenue growth is expected to be 5 to 7 percent, with organic growth of 3 to 5 percent. In the pre-market trading, Dover is 2.53% higher at $211.11 on the New York Stock Exchange. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Andrii Dodonov/iStock via Getty Images Sun Communities ( SUI ) is not a typical residential REIT I come across, since it invests in a portfolio of MH (mobile home), RV (recreational vehicle), and UK properties, and it originally got my attention last summer when I recommended holding on to it. Since my June article , it is up almost +1%. Nothing amazing, however; it shows the stock has had market ...
Andrii Dodonov/iStock via Getty Images Sun Communities ( SUI ) is not a typical residential REIT I come across, since it invests in a portfolio of MH (mobile home), RV (recreational vehicle), and UK properties, and it originally got my attention last summer when I recommended holding on to it. Since my June article , it is up almost +1%. Nothing amazing, however; it shows the stock has had market resilience. Key factors driving my optimism last time were an investment-grade credit rating, along with signs of macro demand for manufactured homes; however, its profit margins made me hesitant to be overly bullish. As the REIT is having its next earnings results in about a month on Feb. 26th, this is a great opportunity for a follow-up article to get ahead of that event. Thesis Summary For my updated coverage this time, my thesis argues for an upgrade to a buy. What really drives home the case for this REIT is the supply/demand imbalance in the modular home niche, and further support comes from proven dividend growth, portfolio expansion to drive company growth, and some investment-grade credit scores. These factors overshadow some weaknesses, including a fickle technical chart, lumpy FFO growth, and some seasonality impacts to its business. My buy rating agrees with today's Wall St. consensus view. The worksheet below shows what categories were considered and reviewed, contributing holistically to the average score: SUI - rating worksheet (author) Actionable Insights Macro & Sector Outlook This REIT happens to focus heavily on a residential niche called modular homes, whether they be for rent or sale. In 2025, notable to mention is that JPMorgan pointed out the appeal of this niche, saying, "High construction costs and lengthy project timelines are major barriers to meeting affordable housing demand. Modular homes offer a solution by potentially reducing both timelines and costs, making them ideal for affordable housing projects." I believe this puts the spotlight on RE...
Blackstone ( BX ) declares variable dividend of $1.49/share , up from prior dividend of $1.29. Forward yield 4.06% Payable Feb. 17; for shareholders of record Feb. 9; ex-div Feb. 9. See BX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Blackstone Blackstone's BREIT: Private Equity Outperformance Is Not What It Appears Blackstone: Not A Bargain, But Disciplined Upside Exists Blackstone...
Blackstone ( BX ) declares variable dividend of $1.49/share , up from prior dividend of $1.29. Forward yield 4.06% Payable Feb. 17; for shareholders of record Feb. 9; ex-div Feb. 9. See BX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Blackstone Blackstone's BREIT: Private Equity Outperformance Is Not What It Appears Blackstone: Not A Bargain, But Disciplined Upside Exists Blackstone: The 'Deal Dam' Is Breaking, And The Fee Engine Is Scaling Blackstone delivers blowout Q4, helped by inflows, fees, infrastructure strategy Blackstone mulls deeper bet on Oracle's Michigan data center - report