Key Points In 2025, GE Vernova more than tripled its direct orders for data centers over the previous year. GE Vernova has grown its backlog to $150 billion. The company offers diversified services for fast-growing global energy markets like natural gas and renewables. 10 stocks we like better than Ge Vernova › GE Vernova (NYSE: GEV) makes equipment such as wind turbines and natural gas turbines f...
Key Points In 2025, GE Vernova more than tripled its direct orders for data centers over the previous year. GE Vernova has grown its backlog to $150 billion. The company offers diversified services for fast-growing global energy markets like natural gas and renewables. 10 stocks we like better than Ge Vernova › GE Vernova (NYSE: GEV) makes equipment such as wind turbines and natural gas turbines for the power industry. And according to the International Energy Agency (IEA), global electricity demand has been surging -- up by 4.3% in 2024, an acceleration from its 2.5% rise in 2023. One big driver of that trend is the technology sector's ambitious buildout of artificial intelligence (AI) data centers. The IEA reported that data centers consumed about 1.5% of the world's total electricity in 2024. More tellingly, the amount of electricity they demand rose at a 12% annualized rate from 2020 through 2024. 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 » GE Vernova's offerings position it perfectly to capitalize on the rising demand for electricity and grid solutions, and not just for data centers. The stock is up about 109% in the past year and more than 470% since the company was spun off from General Electric in the spring of 2024. Here are a few reasons why GE Vernova could be a good stock to buy for today's AI power trade and for the long-term future of the world's energy sector. Rising electricity demand from data centers On Jan. 28, GE Vernova reported blockbuster fourth-quarter earnings of $13.39 per share, beating analysts' expectations by more than $10 per share. Part of that outperformance was a result of the company's growing sales to data centers. During the Q4earnings call CEO Scott Strazik said that it is seeing strong demand for data center equipment, primarily in the U.S. market. He also noted that the company signed more than $2 billion of orders directly for data cent...
Mininyx Doodle/iStock via Getty Images In 2025, I bought every crash of Novo Nordisk A/S ( NVO ) stock and it rapidly became one of my top picks. My recent articles always presented a Strong Buy rating, but this one ends this streak of optimism. I still believe in the company’s long-term potential, but much less than before, therefore I decided to trim my position. The reasons are mainly two: poor...
Mininyx Doodle/iStock via Getty Images In 2025, I bought every crash of Novo Nordisk A/S ( NVO ) stock and it rapidly became one of my top picks. My recent articles always presented a Strong Buy rating, but this one ends this streak of optimism. I still believe in the company’s long-term potential, but much less than before, therefore I decided to trim my position. The reasons are mainly two: poor guidance and headwinds from the U.S. economy. Let’s start with the first one. Disappointing results despite the success of the Wegovy pill The 2026 guidance was very disappointing on both revenue and operating profit. At the core of my bullish thesis there was a potential growth recovery in 2026, but the guidance states otherwise. NVO Q4 2025 I thought double-digit growth was possible thanks to the widespread adoption of the Wegovy pill, but the reality seems really far from my expectations: revenue should decline by 5% - 13%, and the same goes for operating profit. In Danish kroner is even worse, as the operating income might drop almost 20% in the worst case. When I first invested in NVO back in early 2025, I looked at a company that was different from the present one. NVO was crashing, but numbers were on its side: both revenue and operating income were growing by double digits. Seeking Alpha, YCHARTS Today, NVO’s problem is not growing less than in the past, but growing in the first place. The Wegovy pill widespread adoption was one of the main growth catalysts that I relied on, however, it is sort of backfiring. Since its release, the Wegovy pill has been one of the most successful drug launches, so how can we explain such a negative guidance? NVO Q4 2025 The reasons are that NVO, economically speaking, has low incentive in selling the Wegovy pill. Injectable Wegovy is superior to the oral version on multiple aspects and I downplayed this risk. The highest dose of Wegovy pill is 25 mg of semaglutide, for the injectable Wegovy is 2.40 mg (probably 7.20mg in the near fu...
PM Images/DigitalVision via Getty Images I'll jump straight into it. I've never covered the ProShares UltraPro QQQ ETF ( TQQQ ), but I've been watching its moves for nearly a year. In that time, I've seen it rip past its reference ETF, the ( QQQ ), at a blazing speed, delivering a PR of 164%. SA If you look at just this graph, you'd probably think its momentum has petered out and this risky sidewa...
PM Images/DigitalVision via Getty Images I'll jump straight into it. I've never covered the ProShares UltraPro QQQ ETF ( TQQQ ), but I've been watching its moves for nearly a year. In that time, I've seen it rip past its reference ETF, the ( QQQ ), at a blazing speed, delivering a PR of 164%. SA If you look at just this graph, you'd probably think its momentum has petered out and this risky sideways movement isn't going to serve your purpose anymore. That's partially true, but this isn't your typical leveraged ETF. It actually holds the same assets as the QQQ to the tune of roughly 65% of its AUM , so it's not a synthetic position. The plus side is that you're exposed to organic price increases as well as the leveraged gains. The ETF uses swaps on the ( NDX ) to gain notional leverage, and this is a synthetic position because there's no underlying asset. It's a good idea to be aware of that difference. You'll see that in the holdings by way of allocation, with the total summing up to 300% of AUM. ETF Website Although that's the case, the fund managers don't need a large allocation to get that kind of leverage because the notional amounts are based on the level of the NDX index. Let's look at it in action. How Index Swaps Work for TQQQ A quick primer is a good idea here. Index swaps are nothing more than agreements between two parties to exchange cash flows for an underlying asset. One party agrees to pay a percentage over SOFR rates, while the counterparty agrees to pay the daily TR on the NDX. This cash flow, though, is determined based on the notional amount of the contracts, which acts as the 'lever' in 'leverage.' For TQQQ, this notional amount signifies the leverage. That's how it gets to that 3x by using a percentage of AUM towards the swaps. The underlying assets account for 100% of the gain being generated, while the notional values of the swaps push that gain by a further 200%. What's unique here is that the daily reset demands a daily adjustment in the not...
A 'help wanted' advertisement is displayed in Manhattan on Jan. 9, 2026, in New York City. Spencer Platt | Getty Images The January jobs report delayed by the brief government shutdown will be released next week, the Bureau of Labor Statistics said Wednesday. The closely watched report now will come out Feb. 11, five days later than its original release date, according to a revised schedule . In a...
A 'help wanted' advertisement is displayed in Manhattan on Jan. 9, 2026, in New York City. Spencer Platt | Getty Images The January jobs report delayed by the brief government shutdown will be released next week, the Bureau of Labor Statistics said Wednesday. The closely watched report now will come out Feb. 11, five days later than its original release date, according to a revised schedule . In addition, the BLS will release the Job Openings and Labor Turnover Survey on Thursday, after it originally had been scheduled for Tuesday. There are other delays as well. The consumer price index for January now will be released on Feb. 13, two days later than its original release date. A companion release, which computes real earnings, will be subject to the same delay. Economists surveyed by Dow Jones expect the nonfarm payrolls report to show a gain of 60,000 jobs for the month, following an increase of 50,000 in December. The report also is projected to show that the unemployment rate held steady at 4.4%. Earlier Wednesday, payrolls processing firm ADP reported that companies added just 22,000 jobs in January.
tum3123/iStock via Getty Images Portfolio Review Emerging markets (EM) equities outperformed in the fourth quarter, and across 2025. EM stocks outgained U.S., global and developed markets equities for the first calendar year since 2017. Strong technology-related performance supported gains early in the period, as did renewed investor optimism around global monetary policy toward the end, outweighi...
tum3123/iStock via Getty Images Portfolio Review Emerging markets (EM) equities outperformed in the fourth quarter, and across 2025. EM stocks outgained U.S., global and developed markets equities for the first calendar year since 2017. Strong technology-related performance supported gains early in the period, as did renewed investor optimism around global monetary policy toward the end, outweighing a November pullback around concerns of a potential artificial intelligence (AI) bubble. Asia ex-China remained the primary growth engine. South Korea and Taiwan helped lead EM as semiconductor names and other technology-related stocks benefited from robust AI spending and demand. A U.S. trade deal helped lift South Korean stocks, while demand for iPhone products helped drive gains in Taiwan. Positioning in information technology drove outperformance. Stock selection, especially in the electronic equipment, instruments and components industry, powered relative gains. SK Hynix was a top overall contributor. Zhongji InnoLight, which makes optical communication modules and devices, advanced sharply as strong demand in 5G infrastructure and cloud computing fueled revenue growth, boosted by the firm's international expansion. Consumer staples was also a source of added value. A beneficial sector underweight to consumer staples stocks relative to the benchmark contributed to results, largely due to stocks we did not own. Stock selection in the financials sector weighed on returns. Hong Kong Exchanges & Clearing, Greece-based Piraeus Financial Holdings and Taiwan-based E.Sun Financial Holding were among the key relative detractors. E.Sun's shares pulled back amid a broader investor rotation in the Taiwanese market, from financials toward AI-related names. Key Contributors SK Hynix ( HXSC.F ). Shares rose as demand for artificial intelligence (AI)-related memory remained high amid the generative-AI boom and surging data center investment. Quarterly results were robust, overwhelmi...
Dr. Robin Zeng, Chairman and CEO of CATL, delivered a speech about the future of energy at the World Laureate Summit and the World Governments Summit in Dubai, the UAE on Feb. 3. Full text below:
Dr. Robin Zeng, Chairman and CEO of CATL, delivered a speech about the future of energy at the World Laureate Summit and the World Governments Summit in Dubai, the UAE on Feb. 3. Full text below:
mustafaU Despite Bitcoin’s ( BTC-USD ) sharp drop, the cryptocurrency remains about 370% higher than in early 2023 and might be moving from being a purely speculative asset to a more realistic reality, according to Marion Laboure, senior macro strategist at Deutsche Bank. “Bitcoin’s ( BTC-USD ) recent path signals the end of what we’ve called the ‘Tinkerbell Effect’ phase,” she wrote in a note. Bi...
mustafaU Despite Bitcoin’s ( BTC-USD ) sharp drop, the cryptocurrency remains about 370% higher than in early 2023 and might be moving from being a purely speculative asset to a more realistic reality, according to Marion Laboure, senior macro strategist at Deutsche Bank. “Bitcoin’s ( BTC-USD ) recent path signals the end of what we’ve called the ‘Tinkerbell Effect’ phase,” she wrote in a note. Bitcoin is still about 370% higher than in early 2023 (Deutsche Bank Research, Bloomberg Finance LP) Bitcoin ( BTC-USD ) plummeted to approximately $73,500 on Wednesday, marking a staggering 40% decline from its October peak of $125,000—and it is currently -3.1% on the day. The recent four-day slide was triggered by news that President Trump would nominate Kevin Warsh as the next Fed Chair. Warsh is known for supporting higher real interest rates and a smaller balance sheet, which caused Bitcoin ( BTC-USD ) to fall 5.5% on Jan. 29 before registering its largest daily decline of 7.1% on Jan. 31—the steepest since January 2018. Laboure noted the sell-off “reflects a retreat from highly speculative gains over the past two years, suggesting it still has room to mature.” Institutional investors are rapidly retreating from the cryptocurrency, with massive withdrawals from Bitcoin ETFs driving the broader decline. U.S. spot bitcoin ETFs witnessed outflows of over $3B in January, approximately $2B in December, and roughly $7B in November 2025. “This steady selling in our view signals that traditional investors are losing interest, and overall pessimism about crypto is growing,” Laboure wrote, adding that U.S. consumer crypto adoption has dropped from 17% in July 2025 to around 12%. Bitcoin’s ( BTC-USD ) performance has sharply diverged from gold ( XAUUSD:CUR ), which rose 13% in January while Bitcoin fell 11%, effectively ending its reputation as “digital gold,” according to the Deutsche Bank strategist. Gold ( XAUUSD:CUR ) registered a 65% return in 2025 while Bitcoin ( BTC-USD ) fe...
DoraDalton/E+ via Getty Images It's fair to say that Algonquin Power ( AQN ) is far from the safest Utility pick. That being said, my coverage of the company, especially the recent one, has been mostly successful in terms of returns. Since my last article in November, the company is up almost 6% next to a market not up 1.6%. You can find that particular article here. What I will do in this one is ...
DoraDalton/E+ via Getty Images It's fair to say that Algonquin Power ( AQN ) is far from the safest Utility pick. That being said, my coverage of the company, especially the recent one, has been mostly successful in terms of returns. Since my last article in November, the company is up almost 6% next to a market not up 1.6%. You can find that particular article here. What I will do in this one is look at the potential appeal for the company for 2026E, and see if you can or should invest in it, in line with my previous targets and expectations. If you've followed my articles on most utility updates recently, including companies like Enel ( ENLAY ), you'll know that I'm generally not positive on the sector any longer. The reason for this neutral or sometimes bearish view on the sector and most of the companies is actually due to AI. I believe that capital has been moving into this sector at a worrying pace that has entirely disconnected the sector from its typical low-risk, conservative valuation appeal. Data center growth means more power demand, and in the eyes of most investors, this will obviously have to come from utilities (a correct estimate as well). My problem with this thesis is that it continues to expect a massive data center and AI boom, and if you follow my work, you know that I'm more bearish on this. This doesn't mean that all utility businesses are overvalued - but it does mean that the general rule in the sector is overvaluation. I believe investors and analysts valuing these companies at on average higher multiples are making a grave error. To put it as succinctly and generally as I can, investors are betting on the long-term potential growth of utility income for their data center appeal. What they are doing, however, is not considering the expenses, maintenance or other requirements to "get there" in terms of infrastructure and grid. I say that there's a reason these companies are very low growth, traditionally. You have a hard time significantly ...
The investment has been extremely lucrative in recent years, but many investors shouldn't make an effort to buy shares of the chipmaker. Nvidia (NVDA 4.23%) has been one the biggest success stories in the stock market. After having spent the first 20 years of its existence as a publicly traded company producing solid but not necessarily remarkable gains, the graphics processing unit pioneer finall...
The investment has been extremely lucrative in recent years, but many investors shouldn't make an effort to buy shares of the chipmaker. Nvidia (NVDA 4.23%) has been one the biggest success stories in the stock market. After having spent the first 20 years of its existence as a publicly traded company producing solid but not necessarily remarkable gains, the graphics processing unit pioneer finally hit its stride as the dual trends of blockchain technology and artificial intelligence powered demand of its chips. Now, Nvidia is the world's biggest company by market capitalization, and many investors believe the best is yet to come. In this series on Nvidia for the Voyager Portfolio, you've already learned about the history behind the chipmaker and the financial success it has generated in recent years. Today, this final installment in the three-part series looks at Nvidia's growth plans and concludes with an explanation of why many investors don't need to worry about purchasing shares of the stock. The buildout of AI infrastructure continues Nvidia has benefited greatly from voracious demand among hyperscalers and other tech first-adopters. These customers have done whatever it takes to obtain Nvidia chips, and the result has been huge gains in sales and profits for the chipmaker. The question, though, is whether those trends will continue. Nvidia definitely believes so, as it points to three key platform shifts that look likely to provide ongoing demand for years to come. Accelerated computing has become a staple of the tech industry, with those who fail to make aggressive capital expenditures to get it risking falling behind their peers. Second, increasingly powerful AI models require more and more computing power, and Nvidia remains the primary source of the most effective semiconductors to power those models. And finally, agentic AI applications represent the next stage of AI evolution, as users voluntarily choose to give up their oversight role and turn over ful...
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 11 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Dion Stander Senior Vice President and Chief Financial Officer — Gregory S. Lovins Vice President of Investor Relations — William Gilchrist TAKEAWAYS Adjusted EPS -- $9.53 for the full year, with Q4 adjusted EPS at $2.45, up 3% year over year. -- $9.53 for the full year, w...
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 11 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Dion Stander Senior Vice President and Chief Financial Officer — Gregory S. Lovins Vice President of Investor Relations — William Gilchrist TAKEAWAYS Adjusted EPS -- $9.53 for the full year, with Q4 adjusted EPS at $2.45, up 3% year over year. -- $9.53 for the full year, with Q4 adjusted EPS at $2.45, up 3% year over year. Adjusted Free Cash Flow -- $700 million for the year, with Q4 contributing $300 million and free cash flow conversion above 100%. -- $700 million for the year, with Q4 contributing $300 million and free cash flow conversion above 100%. Net Debt to Adjusted EBITDA Ratio -- 2.4 at year-end, indicating maintenance of balance sheet strength. -- 2.4 at year-end, indicating maintenance of balance sheet strength. Shareholder Returns -- $860 million returned in 2025, comprised of $572 million in buybacks and $288 million in dividends. -- $860 million returned in 2025, comprised of $572 million in buybacks and $288 million in dividends. Adjusted EBITDA Margin (Enterprise Q4) -- 16.2%, slightly down sequentially; full-year margin reported at 16.4%. -- 16.2%, slightly down sequentially; full-year margin reported at 16.4%. Reported Sales Growth (Q4) -- 3.9%, reflecting 1.5 points from the calendar shift and 1 point from the Taylor Adhesives acquisition. -- 3.9%, reflecting 1.5 points from the calendar shift and 1 point from the Taylor Adhesives acquisition. Organic Sales Growth (Q4) -- Comparable to prior year, with volume gains offset by deflation-related price reductions. -- Comparable to prior year, with volume gains offset by deflation-related price reductions. Materials Group Reported Sales (Q4) -- 5% increase; however, organic sales declined approximately 1% as price reductions outweighed volume/mix gains. -- 5% increase; however, organic sales declined approximately 1% as price reductions outweighed volume/mix gains. Materials ...
Top-end tickets for the inaugural Nations Championship final at Twickenham will cost £280 as part of a weekend billed as the “Glastonbury of Rugby”, the Guardian can reveal. The climax of the new 12-team competition, which will be held every two years and replaces traditional tours, will be held at Twickenham at the end of November with two matches on Friday, two on Saturday and two on Sunday. The...
Top-end tickets for the inaugural Nations Championship final at Twickenham will cost £280 as part of a weekend billed as the “Glastonbury of Rugby”, the Guardian can reveal. The climax of the new 12-team competition, which will be held every two years and replaces traditional tours, will be held at Twickenham at the end of November with two matches on Friday, two on Saturday and two on Sunday. The six Tests pit the sixth-place finisher in the northern hemisphere pool against the sixth in the southern hemisphere pool, the fifth against the fifth and so on, culminating in the first against the first. Friday will host the 6 v 6 and 3 v 3 fixtures, Saturday the 5 v 5 and 2 v 2 matches and Sunday the 4 v 4 and 1 v 1 finals. Spectators will be “buying blind” because it is unlikely the identity of the teams contesting the finals will be known until the weekend before, with results from three July Tests and three regular fixtures in November determining the standings. Still, the most expensive tickets to watch the 4 v 4 and 1 v 1 finals will stretch to £279.90. That allows supporters to watch two matches but it is in effect the top price for the final because tickets cannot be bought for a single match. Those buying tickets for multiple days will receive a discount, however, and it is understood that there will be a resale market for spectators to effectively “swap” tickets if their teams are playing on different days. While the matches take place at Twickenham, prices are set by the Six Nations organisers and Sanzaar who run the Nations Championship as a joint venture. The cheapest standard tickets for the day of the final are £125, £100 for the Saturday and £60 for the Friday. All junior tickets for finals day cost £50 and just £20 for the Friday. Well-placed sources believe their pricing strategy caters for all types of spectators, compares well with other major sporting and music events and that the Nations Championship showcases elite teams at cheaper prices than the 2...
Kevin Dietsch/Getty Images News Palantir ( PLTR ) is the king of software. The company is delivering growth rates seemingly 10x that of many peers in my coverage while also threatening to take the title of the most profitable software company on the planet. Yet with the stock also trading at 10x the valuation of peers, that optimism has arguably already been more than fully priced in. The markets ...
Kevin Dietsch/Getty Images News Palantir ( PLTR ) is the king of software. The company is delivering growth rates seemingly 10x that of many peers in my coverage while also threatening to take the title of the most profitable software company on the planet. Yet with the stock also trading at 10x the valuation of peers, that optimism has arguably already been more than fully priced in. The markets can forget about valuations for significant periods of time, but in my experience, valuation always matters in the long run. I reiterate my strong sell rating for the stock. PLTR Stock Price I last covered PLTR in November , where I reiterated my strong sell rating amidst some high-profile investors joining the bearish view. The stock initially sold off but has since recovered those losses. Data by YCharts The company has a habit of delivering incredible results, but I remain skeptical that valuations will work out from here, or even much lower. PLTR Stock Key Metrics PLTR is an enterprise software company that can be thought of as a sort of operating system that customers use in order to make their data useful for generative AI use cases. 2025 Q4 Presentation Long before generative AI became “cool,” PLTR recognized the hidden demand behind harnessing the power of data. PLTR has popularized the forward-deployed software engineer model, which essentially involves the company investing significant time and resources to help its customers build on PLTR’s products for a more personalized solution. Most other enterprise software companies instead tend to sell a one-size-fits-all kind of product, with customers bearing the responsibility of customization. PLTR’s approach appears to be paying dividends, with every successful case study helping to boost the company’s brand recognition (and leading to more growth). 2025 Q4 Presentation At least that’s the narrative I tell myself as I look at the company’s numbers. In the most recent quarter, the company delivered 70% YoY growth to $...
Authorities in Arizona have still not identified a suspect in the investigation surrounding the apparent abduction of Nancy Guthrie, the elderly mother of Today show host Savannah Guthrie. In a statement posted on X, the Pima county sheriff’s department said that detectives are continuing to speak with anyone who may have been in contact with Nancy Guthrie and are working with the Guthrie family. ...
Authorities in Arizona have still not identified a suspect in the investigation surrounding the apparent abduction of Nancy Guthrie, the elderly mother of Today show host Savannah Guthrie. In a statement posted on X, the Pima county sheriff’s department said that detectives are continuing to speak with anyone who may have been in contact with Nancy Guthrie and are working with the Guthrie family. “At this point, investigators have not identified a suspect or person of interest in this case,” the department wrote. “Detectives continue to speak with anyone who may have had contact with Mrs Guthrie.” The statement added: “While we appreciate the public’s concern, the sharing of unverified accusations or false information is irresponsible and does not assist the investigation.” Nancy Guthrie, 84, was reported missing on Sunday after a family member received a call from a member of her church saying that she wasn’t there. After searching for Guthrie at her home near Tucson, her family members reported her missing to local authorities. She is believed to have been last seen around 9.30pm on Saturday night. On Monday evening, Savannah Guthrie posted on Instagram asking people to pray for her mother’s safe return. “Thank you for lifting your prayers with ours for our beloved mom, our dearest Nancy, a woman of deep conviction, a good and faithful servant,” she wrote. “Raise your prayers with us and believe with us that she will be lifted by them in this very moment. We need you.” Arizona law enforcement previously said they believe that Guthrie was taken from her home against her will. “She is very limited in her mobility, we know she didn’t just walk out of there, that we know,” Chris Nanos, the Pima county sheriff, said. “There were other things at the scene that indicate that she did not leave on her own.” According to the Los Angeles Times, citing two law enforcement sources, there were signs of forced entry and blood found at the residence in the Catalina Foothills area...
Advanced Micro Devices AMD reported fourth-quarter 2025 non-GAAP earnings of $1.53 per share, which beat the Zacks Consensus Estimate by 16.18%. The figure jumped 40.4% year over year and 27.5% sequentially. Revenues of $10.27 billion beat the Zacks Consensus Estimate by 6.24%. The topline increased 34.1% year over year and 11.1% sequentially. AMD shares were down roughly 7.57% at the time of writ...
Advanced Micro Devices AMD reported fourth-quarter 2025 non-GAAP earnings of $1.53 per share, which beat the Zacks Consensus Estimate by 16.18%. The figure jumped 40.4% year over year and 27.5% sequentially. Revenues of $10.27 billion beat the Zacks Consensus Estimate by 6.24%. The topline increased 34.1% year over year and 11.1% sequentially. AMD shares were down roughly 7.57% at the time of writing this article. AMD’s Q4 Topline Rides on Data Center Growth Data Center revenues increased 39.4% year over year to $5.38 billion and accounted for 52.4% of total revenues. Sequentially, revenues climbed 23.9% year over year. Strong demand for fifth-gen EPYC processors and Instinct MI350 series GPUs drove top-line growth. Advanced Micro Devices, Inc. Price, Consensus and EPS Surprise Advanced Micro Devices, Inc. Price, Consensus and EPS Surprise Advanced Micro Devices, Inc. price-consensus-eps-surprise-chart | Advanced Micro Devices, Inc. Quote Hyperscalers launched more than 230 EPYC-powered instances in the reported quarter, including new Turin offerings from Google, Microsoft Azure, Alibaba and others. More than 1,600 public EPYC cloud instances are now available globally, up roughly 50% year over year. AMD Sees Soaring Growth in the Client and Gaming Segments The Client segment’s revenues soared 33.9% year over year to $3.09 billion and accounted for 30.2% of total revenues. Sequentially, revenues increased 12.6%. Strong demand for Ryzen processors and a richer product mix drove top-line growth. The Gaming segment’s revenues surged 49.7% year over year to $843 million and accounted for 8.2% of total revenues. Sequentially, revenues declined 35.1%. Higher semi-custom revenues and strong demand for Radeon gaming GPUs drove results. On a consolidated basis, Client and Gaming revenues accounted for 38.4% of AMD’s total revenues in the fourth quarter of 2025. The segment’s top-line figure increased 37% year over year but declined 2.7% sequentially. AMD’s Embedded Revenues ...
Advanced Micro Devices AMD reported fourth-quarter 2025 non-GAAP earnings of $1.53 per share, which beat the Zacks Consensus Estimate by 16.18%. The figure jumped 40.4% year over year and 27.5% sequentially. Revenues of $10.27 billion beat the Zacks Consensus Estimate by 6.24%. The topline increased 34.1% year over year and 11.1% sequentially. AMD shares were down roughly 7.57% at the time of writ...
Advanced Micro Devices AMD reported fourth-quarter 2025 non-GAAP earnings of $1.53 per share, which beat the Zacks Consensus Estimate by 16.18%. The figure jumped 40.4% year over year and 27.5% sequentially. Revenues of $10.27 billion beat the Zacks Consensus Estimate by 6.24%. The topline increased 34.1% year over year and 11.1% sequentially. AMD shares were down roughly 7.57% at the time of writing this article. AMD’s Q4 Topline Rides on Data Center Growth Data Center revenues increased 39.4% year over year to $5.38 billion and accounted for 52.4% of total revenues. Sequentially, revenues climbed 23.9% year over year. Strong demand for fifth-gen EPYC processors and Instinct MI350 series GPUs drove top-line growth. Advanced Micro Devices, Inc. Price, Consensus and EPS Surprise Advanced Micro Devices, Inc. Price, Consensus and EPS Surprise Advanced Micro Devices, Inc. price-consensus-eps-surprise-chart | Advanced Micro Devices, Inc. Quote Hyperscalers launched more than 230 EPYC-powered instances in the reported quarter, including new Turin offerings from Google, Microsoft Azure, Alibaba and others. More than 1,600 public EPYC cloud instances are now available globally, up roughly 50% year over year. AMD Sees Soaring Growth in the Client and Gaming Segments The Client segment’s revenues soared 33.9% year over year to $3.09 billion and accounted for 30.2% of total revenues. Sequentially, revenues increased 12.6%. Strong demand for Ryzen processors and a richer product mix drove top-line growth. The Gaming segment’s revenues surged 49.7% year over year to $843 million and accounted for 8.2% of total revenues. Sequentially, revenues declined 35.1%. Higher semi-custom revenues and strong demand for Radeon gaming GPUs drove results. On a consolidated basis, Client and Gaming revenues accounted for 38.4% of AMD’s total revenues in the fourth quarter of 2025. The segment’s top-line figure increased 37% year over year but declined 2.7% sequentially. AMD’s Embedded Revenues ...
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
The Oracle of Omaha has always emphasized that investment candidates have economic moats. Warren Buffett, who ended his legendary run as the CEO of Berkshire Hathaway at the end of last year, looked to buy and hold businesses that have economic moats. This term helps to explain durable competitive advantages that a company has that allow it to succeed over time. His philosophy worked extremely wel...
The Oracle of Omaha has always emphasized that investment candidates have economic moats. Warren Buffett, who ended his legendary run as the CEO of Berkshire Hathaway at the end of last year, looked to buy and hold businesses that have economic moats. This term helps to explain durable competitive advantages that a company has that allow it to succeed over time. His philosophy worked extremely well. The tech sector is full of businesses that fit the criteria. After avoiding making bets in this sector, Buffett finally expanded his focus and bought Apple in early 2016. Berkshire also added Amazon in 2019 and Alphabet in 2025 to its portfolio. All these decisions likely had input from his investment lieutenants, Ted Weschler and Todd Combs. These dominant companies certainly have moats. However, there's another "Magnificent Seven" stock that should have been purchased as well. A decade of betting on tech titans In the past decade, Apple shares have climbed 966% (as of Jan. 30). Since the end of the first quarter of 2019, Amazon shares are up 169%. And Alphabet stock has increased by 39% since the end of Q3 2025. These investments have been successful, although it's too early to make any judgments about the Google parent decision. Either way, the "Magnificent Seven" stock that never made the cut is Meta Platforms (META 2.52%). It undoubtedly would've been a winning portfolio addition. Shares have risen 177% in the past five years. Buffett is strict on considering only companies that he fully understands. Getting to know its products and services, financial situation, industry layout and competition, and management team is critical. After that, the Oracle of Omaha must be able to forecast earnings power in the future. Maybe he just didn't feel comfortable when looking at Meta. Expand NASDAQ : META Meta Platforms Today's Change ( -2.52 %) $ -17.45 Current Price $ 674.25 Key Data Points Market Cap $1.8T Day's Range $ 668.59 - $ 688.83 52wk Range $ 479.80 - $ 796.25 Volume ...
Key Points Berkshire Hathaway currently owns three "Magnificent Seven" stocks that have all produced strong returns. This social media and digital advertising juggernaut possesses an unrivaled network effect. Maybe the conglomerate will start to invest more in technology companies in the future. 10 stocks we like better than Meta Platforms › Warren Buffett, who ended his legendary run as the CEO o...
Key Points Berkshire Hathaway currently owns three "Magnificent Seven" stocks that have all produced strong returns. This social media and digital advertising juggernaut possesses an unrivaled network effect. Maybe the conglomerate will start to invest more in technology companies in the future. 10 stocks we like better than Meta Platforms › Warren Buffett, who ended his legendary run as the CEO of Berkshire Hathaway at the end of last year, looked to buy and hold businesses that have economic moats. This term helps to explain durable competitive advantages that a company has that allow it to succeed over time. His philosophy worked extremely well. The tech sector is full of businesses that fit the criteria. After avoiding making bets in this sector, Buffett finally expanded his focus and bought Apple in early 2016. Berkshire also added Amazon in 2019 and Alphabet in 2025 to its portfolio. All these decisions likely had input from his investment lieutenants, Ted Weschler and Todd Combs. 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 » These dominant companies certainly have moats. However, there's another "Magnificent Seven" stock that should have been purchased as well. A decade of betting on tech titans In the past decade, Apple shares have climbed 966% (as of Jan. 30). Since the end of the first quarter of 2019, Amazon shares are up 169%. And Alphabet stock has increased by 39% since the end of Q3 2025. These investments have been successful, although it's too early to make any judgments about the Google parent decision. Either way, the "Magnificent Seven" stock that never made the cut is Meta Platforms (NASDAQ: META). It undoubtedly would've been a winning portfolio addition. Shares have risen 177% in the past five years. Buffett is strict on considering only companies that he fully understands. Getting to know its products and services, financial situation, industry layout and...