(RTTNews) - Olin Corp. (OLN) reported that its net loss for the fourth quarter 2025 was $85.7 million or $0.75 per share, compared to net income of $10.7 million, or $0.09 per share in the fourth quarter 2024. Sales for the fourth quarter 2025 declined to $1.665 billion, from $1.671 billion last year. The company expects its first quarter 2026 adjusted EBITDA to be lower than fourth quarter 2025 l...
(RTTNews) - Olin Corp. (OLN) reported that its net loss for the fourth quarter 2025 was $85.7 million or $0.75 per share, compared to net income of $10.7 million, or $0.09 per share in the fourth quarter 2024. Sales for the fourth quarter 2025 declined to $1.665 billion, from $1.671 billion last year. The company expects its first quarter 2026 adjusted EBITDA to be lower than fourth quarter 2025 levels. OLN closed at $22.34, down $0.40 or 1.76% at 4:00:02 PM EST. In after-hours trading at 7:58:51 PM EST, the stock dropped further to $20.24, reflecting a decline of $2.10 or 9.40%. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
最近一年来，半导体IP市场的三场地震，彻底撕开了生成式 AI 对底层架构重塑的深层逻辑。第一场震动来自Rambus，这家存储接口巨头，其股价在2025年间完成了近乎翻倍的飞跃，成为 AI 服务器产业链中不可或缺的“黄金节点”。第二场震动来自 Synopsys（新思科技），作为 EDA 与 IP 界的双巨头之一，它果断选择剥离旗下的处理器 IP 明星业务 ARC，将其整体出售给晶圆代工厂格芯（Glo...
最近一年来，半导体IP市场的三场地震，彻底撕开了生成式 AI 对底层架构重塑的深层逻辑。第一场震动来自Rambus，这家存储接口巨头，其股价在2025年间完成了近乎翻倍的飞跃，成为 AI 服务器产业链中不可或缺的“黄金节点”。第二场震动来自 Synopsys（新思科技），作为 EDA 与 IP 界的双巨头之一，它果断选择剥离旗下的处理器 IP 明星业务 ARC，将其整体出售给晶圆代工厂格芯（GlobalFoundries）；第三场震动是曾誓言要颠覆高速互连格局的 Alphawave Semi，最终在2025年底接受了Qualcomm（高通）的全资收购。 一个被重估，一个被抛售，一个被吞并。这三面镜子，映照出AI时代半导体行业最残酷的真相：计算权力的王座正在发生偏移。 Rambus 的“翻红” 长期以来，Rambus在半导体圈的名声并不算好。它曾因通过密集的专利诉讼向各大存储器厂商收受“买路钱”而被贴上“专利流氓”的标签。然而，AI 时代的降临，让这家深耕高速接口技术的公司完成了一次华丽转身。 截至2026年初，Rambus股价已站上约115–125美元高位，并一度触及 135 美元的区间高点，过去一年累计涨幅接近 100% 左右，在市场上表现异常抢眼。投资者对此既看到了 AI 时代对其技术的需求提升，也反映出市场对其未来增长路径的预期显著改变。 Rambus股价走势一览 在此过程中，包括贝德（Baird）在内的投行分析师多次上调 Rambus 的目标价至约 120–130 美元区间，认为其不仅脱离了过去单纯依赖专利授权的商业模式，而且在 AI 和数据中心基础设施中占据了更为核心的位置。 其中一个重要的转折，是Rambus在过去两年内对自身产品线和业务重心的战略调整。例如，2023年公司将部分SerDes与内存接口 PHY IP 资产出售给Cadence，进而释放资源专注于高性能内存子系统解决方案与安全 IP 等领域。 为何市场开始重新定价 Rambus？ 核心在于，AI 算力现在最大的痛苦不是GPU不够快，而是数据传不过去。AI模型的训练本质上是极大规模的矩阵运算。以GPT-4或更先进的O1模型为例，数据需要在处理器（GPU/NPU）与存储器（HBM/DDR5）之间进行极其频繁的交换。由于内存墙的存在，数据的传输一直困扰着行业。 在当前的系统架构需求变化中，Ramb...
Add Decrypt as your preferred source to see more of our stories on Google. In brief Amazon is reportedly in talks to make a multibillion-dollar investment in OpenAI as part of a larger fundraising effort. Microsoft and Nvidia are also reportedly considering participation in the round, which could total tens of billions of dollars. The discussions come as OpenAI prepares for a potential fourth-quar...
Add Decrypt as your preferred source to see more of our stories on Google. In brief Amazon is reportedly in talks to make a multibillion-dollar investment in OpenAI as part of a larger fundraising effort. Microsoft and Nvidia are also reportedly considering participation in the round, which could total tens of billions of dollars. The discussions come as OpenAI prepares for a potential fourth-quarter initial public offering. OpenAI’s largest suppliers may soon become its biggest backers. Amazon, Microsoft, and Nvidia are in talks to invest in the ChatGPT developer as it prepares for a potential fourth-quarter IPO, according to reports. Earlier reports said Amazon was in talks to invest up to $50 billion in OpenAI, according to the Wall Street Journal. The move would make Amazon one of OpenAI’s largest backers. Additional reporting by The Information said the fundraising effort could expand to include Microsoft and Nvidia, with the three companies collectively considering investments totaling as much as $60 billion. Amazon declined Decrypt's request for comment. Microsoft and Nvidia have yet to respond. The fundraising would be part of a larger capital raise that could reach $100 billion, as OpenAI seeks funding to cover the growing costs of training and operating its artificial-intelligence models, per the reports. OpenAI has signaled plans to spend hundreds of billions of dollars over time on computing infrastructure, including data centers and specialized chips. For Amazon, a deal would deepen its relationship with OpenAI beyond cloud services. In November, OpenAI agreed to purchase $38 billion in computing services from Amazon Web Services over multiple years, even as it continued its relationship with Microsoft, which already holds a $135 billion stake in the ChatGPT developer. Despite Amazon's deals with OpenAI, the company has also invested billions in rival AI developer Anthropic, including $4 billion in 2024. The fundraising push is unfolding as OpenAI pre...
In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss: Netflix earnings. earnings. Netflix going all-cash for Warner Bros. Discovery . . Bond markets in turmoil. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center . When you're ready to invest, check out this top 10 list of stocks to buy . Where to invest $1,000 righ...
In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss: Netflix earnings. earnings. Netflix going all-cash for Warner Bros. Discovery . . Bond markets in turmoil. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center . When you're ready to invest, check out this top 10 list of stocks to buy . 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 » A full transcript is below. Should you buy stock in Netflix right now? Before you buy stock in Netflix, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Netflix 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 $456,457!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,174,057!* Now, it’s worth noting Stock Advisor’s total average return is 950% — 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 January 29, 2026. This podcast was recorded on Jan. 21, 2026. Travis Hoium: Netflix reported earnings last night, and the stock is down today. What's going on? Motley Fool Money starts now. Welcome to Motley Fool Money. I'm Travis Hoium joined by Rachel Warren and Lou Whiteman. The big news over the last 24 hours has been Netflix. They reported earnings yesterday. The numbers looked pretty good, but the stock's down about 3% as we're recording, it was down about 5% to the open. B...
Key Points Taiwan Semiconductor is not only growing sales at a fast rate, but its profits have been soaring as well. The company's profit margin is now around 50%. While its valuation has been rising, the stock's earnings multiple may still not be terribly high. 10 stocks we like better than Taiwan Semiconductor Manufacturing › One of the biggest players in the artificial intelligence (AI) market ...
Key Points Taiwan Semiconductor is not only growing sales at a fast rate, but its profits have been soaring as well. The company's profit margin is now around 50%. While its valuation has been rising, the stock's earnings multiple may still not be terribly high. 10 stocks we like better than Taiwan Semiconductor Manufacturing › One of the biggest players in the artificial intelligence (AI) market that's benefiting from strong demand for semiconductor chips is Taiwan Semiconductor Manufacturing (NYSE: TSM). The company is the go-to manufacturer for chips, and when there's an influx of demand, its sales take off. Business has been booming for Taiwan Semiconductor, which is evident in the company's recent quarterly results. The stock has been a hot buy and a top option for AI investors looking to profit from the growth related to next-gen technologies. Recently, however, it hit a new all-time high, and it has now risen by 50% in just the past 12 months; is it too late to invest in the tech company? 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 » Image of an artificial intelligence chip. Image source: Getty Images. Taiwan Semiconductor's bottom line rose by 35% last quarter When it comes to contract chip manufacturing, Taiwan Semiconductor is hard to beat due to its lean operations. While its revenue growth rate of 21% may not have looked particularly impressive in its most recent quarter (which ended on Dec. 31, 2025), what stood out was its profit growth -- net income rose by a remarkable 35%. This is also now the eighth straight period in which the company's bottom line has increased on a year-over-year basis. TSM Profit Margin (Quarterly) Chart TSM Profit Margin (Quarterly) data by YCharts Taiwan Semiconductor's strong and growing profit margins make it a promising business to invest in for the long haul, as rising earnings can make the stock seem less expensive over time. The sto...
Currency traders are ramping up bullish Australian dollar bets in the options market as conviction grows for the Reserve Bank of Australia to raise interest rates on Tuesday. Aussie dollar call options, which bet on the currency rising, saw triple the volume of put options on Thursday, according to data from the Chicago Mercantile Exchange Group’s options central limit order book. Earlier this wee...
Currency traders are ramping up bullish Australian dollar bets in the options market as conviction grows for the Reserve Bank of Australia to raise interest rates on Tuesday. Aussie dollar call options, which bet on the currency rising, saw triple the volume of put options on Thursday, according to data from the Chicago Mercantile Exchange Group’s options central limit order book. Earlier this week, risk reversals showed traders paying more to bet on an Aussie rally than a decline for the first time since 2018. These gauges compare the price of bullish and bearish bets in the options market. “With the recent strong jobs and inflation data, RBA hike probabilities have gone up further, resulting in increased demand for Australian dollar longs against the dollar,” said Mayank Navalakha , global head of foreign exchange and precious metals options at Australia & New Zealand Banking Group. Investors are also showing strong interest in option structures that benefit from the Australian dollar’s appreciation against its New Zealand counterpart, he said. The Aussie dollar is near a 2023 high as hot inflation puts the RBA on track to potentially be the first major central bank to raise rates this year. Swaps markets are pricing a 71% chance that the RBA will deliver a quarter-point increase on Tuesday. Policy shifts in Washington and Beijing are providing further tailwinds for the Aussie. It held the rank of this year’s top three Group-of-10 currencies after President Trump signaled he is unconcerned by the dollar’s slide. Rising commodity prices have also supported the currency as China prepares to ease policy for its housing market. “AUD enjoys multiple pillars of support,” said Richard Franulovich , head of FX strategy at Westpac Banking Corp. A level of 75 US cents “is eminently achievable over a six-month horizon given the backdrop,” he said The Aussie slipped fell 0.7% to 70 US cents on Friday after advancing for nine straight sessions.
ivsu/iStock via Getty Images There has been a brutal sell-off in software stocks over the past few months, with software-as-a-service "SaaS" names taking a particular pounding. This is starting to create some interesting buying opportunities, both for SaaS names directly and also for other adjacent firms. I'd throw Dolby Laboratories ( DLB ) in this category. It's not primarily a SaaS business dir...
ivsu/iStock via Getty Images There has been a brutal sell-off in software stocks over the past few months, with software-as-a-service "SaaS" names taking a particular pounding. This is starting to create some interesting buying opportunities, both for SaaS names directly and also for other adjacent firms. I'd throw Dolby Laboratories ( DLB ) in this category. It's not primarily a SaaS business directly, but I believe it has sold off due to a similar underlying bearish thesis. Namely, investors are increasingly worried that advances in artificial intelligence can displace existing software and technology services. Dolby Labs gets most of its revenues from managing and commercializing a patent library for various audio and video technologies. When tech and consumer products companies want to utilize services such as Dolby Atmos or Dolby Vision, they have to pay the patent owner, Dolby, a licensing fee. Dolby does offer some SaaS services directly as well, such as software for helping video streamers and live event operators. The bullish case for Dolby has long been that it essentially gets to charge a licensing tax on a wide variety of consumer electronics products along with collecting revenues from other specific use cases such as cinemas, which utilize Dolby's audio and video technologies. Dolby doesn't have heavy reliance on any one customer or end vertical to drive the business. See this table of its licensing revenues by category. This is a nicely diversified mix: Dolby Q1 2026 Revenue Mix (Q1 Earnings Release) Meanwhile, profit margins are exceedingly high (88% gross margins), and the business is capital-light. There's also an M&A component here, as Dolby can purchase other firms' patents as well and plug them into its licensing platform. A recent example of that would be Dolby's purchase of the GE Licensing business for $429 million in 2024. The Bears Make Themselves Heard While the bull case is intuitively appealing, there is an increasingly popular counterar...
Trump Reportedly To Announce Kevin Warsh Next Fed Chair Friday Morning; Bitcoin, Gold Tumble, Dollar Soars It all started a little after 7pm ET when, refuting a previous report that he would announce the next Fed Chair next week, Trump said that he would unveil his pick for Powell's replacement on Friday morning. That's also when the Polymarket odds of Kevin Warsh exploded higher (after a curious ...
Trump Reportedly To Announce Kevin Warsh Next Fed Chair Friday Morning; Bitcoin, Gold Tumble, Dollar Soars It all started a little after 7pm ET when, refuting a previous report that he would announce the next Fed Chair next week, Trump said that he would unveil his pick for Powell's replacement on Friday morning. That's also when the Polymarket odds of Kevin Warsh exploded higher (after a curious reversal we observed an hour earlier, when Warsh overtook Rick Reider, indicating that once again someone knew something ahead of time), following a report from a journalist that "Trump met 2day with his two finalists for Fed Reserve chair -- and is leaning toward KEVIN WARSH to replace Jerome Powell, I'm told. Nothing is official I'm told. But 1 source close to Trump says Warsh basically has the wink & the nod. " 🚨SCOOP: Trump met 2day with his two finalists for Fed Reserve chair -- and is leaning toward KEVIN WARSH to replace Jerome Powell, I'm told. Nothing is official I'm told. But 1 source close to Trump says Warsh basically has the wink & the nod. KEVIN HASSETT is out. RICK… — Rachael Bade (@rachaelmbade) January 29, 2026 That's when Warsh went from slight lead, to full-on favorite at Polymarket. And less than an hour later Warsh is at 83%, on a journalist tweet that "Trump is leaning toward KEVIN WARSH to replace Jerome Powell, I'm told." https://t.co/ymwoiXHD9F pic.twitter.com/dOf7WXjBFl — zerohedge (@zerohedge) January 30, 2026 And as many were wondering if this was just a trial balloon, one which sent futures, bitcoin and gold lower, and dollar and yields higher, a flashing red Bloomberg headline confirmed this was not a drill: *TRUMP ADMINISTRATION SAID TO BE PREPARING WARSH FED NOMINATION The report, predictably, said just what one would expect: The Trump administration is preparing for the president to nominate Kevin Warsh to be the next Federal Reserve chair, according to people familiar with the matter. President Donald Trump said Thursday he plans to announc...
Shares slipped Friday in Asia after a day of dramatic swings on Wall Street that included Microsoft’s worst drop in nearly six years. Oil prices fell more than $1 and the prices of gold and silver weakened. Tokyo's Nikkei 225 shed 0.5% to 53,119.18 as stocks related to artificial intelligence declined. Testing equipment maker Advantest lost 5.4% and computer chip equipment maker Disco Corp. lost 2...
Shares slipped Friday in Asia after a day of dramatic swings on Wall Street that included Microsoft’s worst drop in nearly six years. Oil prices fell more than $1 and the prices of gold and silver weakened. Tokyo's Nikkei 225 shed 0.5% to 53,119.18 as stocks related to artificial intelligence declined. Testing equipment maker Advantest lost 5.4% and computer chip equipment maker Disco Corp. lost 2.4%. Chinese markets retreated, with the Hang Seng in Hong Kong down 1.1% to 27,660.80. The Shanghai Composite index slipped 1.2% to 4,109.36. South Korea's Kospi was an outlier, gaining 1% to 5,271.81, extending its run of record highs. In Australia, the S&P/ASX 200 declined 0.3% to 8,904.10. Taiwan's benchmark lost 1.2%. U.S. stocks finished with relatively modest moves. The S&P 500 slipped 0.1% after flirting with its record high in the morning and dropping by as much as 1.5% later in the day. It closed at 6,969.01. The Dow Jones Industrial Average rose 0.1% to 49,071.56, and the Nasdaq composite fell 0.7% to 23,685.12. Microsoft was the heaviest weight on the market by far, tumbling 10% even though it reported stronger profit and revenue for the latest quarter than analysts expected. Investors honed in instead on how much Microsoft is spending on investments, whether growth in its Azure cloud business will slow and how long its push into artificial-intelligence technology will take to turn into big profits. It was the stock’s worst day since the market’s COVID crash in 2020. Tesla also weighed on the market after falling 3.5%. It delivered a bigger profit for the latest quarter than analysts expected, but the results were sharply lower than from a year earlier. Tesla’s leader, Elon Musk, has been trying to get investors to focus less on its flagging car sales and more on the company’s robotaxis and robots. Companies across the market are under pressure to deliver at least solid growth in profits following record-setting runs for their stock prices. Stock prices tend to ...