Google’s parent company, Alphabet, beat Wall Street expectations on Wednesday, and is planning a sharp increase in capital spending in 2026 as it continues to invest deeply in AI infrastructure. Alphabet on Wednesday reported profit of $34.5bn in the recently ended quarter, as revenue from cloud computing soared 48%. The company forecast spending between $175bn and $185bn this year, a figure much ...
Google’s parent company, Alphabet, beat Wall Street expectations on Wednesday, and is planning a sharp increase in capital spending in 2026 as it continues to invest deeply in AI infrastructure. Alphabet on Wednesday reported profit of $34.5bn in the recently ended quarter, as revenue from cloud computing soared 48%. The company forecast spending between $175bn and $185bn this year, a figure much higher than analysts’ expectations of roughly $115bn. “We’re seeing our AI investments and infrastructure drive revenue and growth across the board, Sundar Pichai, Alphabet’s chief executive, said. Alphabet’s annual revenue exceeded $400bn for the first time, Pichai added. The company reported $113.83bn in revenue for the fourth quarter of 2025 – surpassing Wall Street estimates of $111.43bn. Earnings per share (EPS) also beat Wall Street expectations: the company reported $2.82 in EPS, compared with estimates of $2.63. The report comes after several months of good news for the company in the AI race. The newest version of Gemini, released by Google in November, is considered to be at the forefront of the generative AI industry, a development that has prompted panic at competitor OpenAI. Alphabet’s stock jumped 3% when Google debuted the model. Then in January, Google and Apple announced the company will start using Gemini to power AI features like Siri; the Apple assistant has previously faced criticism for not being as advanced and accurate as its competitors. Google’s valuation shot up to $4tn after the deal, making it the second-most-valuable company in the world. Analysts viewed the multi-year agreement as a huge win for Google: the tech giant beat out competitors like OpenAI, and got access to Apple’s user base of 2.5bn active devices. “Gemini is becoming the AI engine for the world’s most successful software companies,” Pichai said on Wednesday. Alphabet’s projected spending on AI infrastructure means its capital expenditure could as much as double this year. Shares ...
The entrance to a Google corporate office building in New York City. Photograph: John Angelillo/UPI/Shutterstock · Photograph: John Angelillo/UPI/Shutterstock Google’s parent company, Alphabet, beat Wall Street expectations on Wednesday, and is planning a sharp increase in capital spending in 2026 as it continues to invest deeply in AI infrastructure. Alphabet on Wednesday reported profit of $34.5...
The entrance to a Google corporate office building in New York City. Photograph: John Angelillo/UPI/Shutterstock · Photograph: John Angelillo/UPI/Shutterstock Google’s parent company, Alphabet, beat Wall Street expectations on Wednesday, and is planning a sharp increase in capital spending in 2026 as it continues to invest deeply in AI infrastructure. Alphabet on Wednesday reported profit of $34.5bn in the recently ended quarter, as revenue from cloud computing soared 48%. The company forecast spending between $175bn and $185bn this year, a figure much higher than analysts’ expectations of roughly $115bn. “We’re seeing our AI investments and infrastructure drive revenue and growth across the board, Sundar Pichai, Alphabet’s chief executive, said. Alphabet’s annual revenue exceeded $400bn for the first time, Pichai added. The company reported $113.83bn in revenue for the fourth quarter of 2025 – surpassing Wall Street estimates of $111.43bn. Earnings per share (EPS) also beat Wall Street expectations: the company reported $2.82 in EPS, compared with estimates of $2.63. The report comes after several months of good news for the company in the AI race. The newest version of Gemini, released by Google in November, is considered to be at the forefront of the generative AI industry, a development that has prompted panic at competitor OpenAI. Alphabet’s stock jumped 3% when Google debuted the model. Then in January, Google and Apple announced the company will start using Gemini to power AI features like Siri; the Apple assistant has previously faced criticism for not being as advanced and accurate as its competitors. Google’s valuation shot up to $4tn after the deal, making it the second-most-valuable company in the world. Analysts viewed the multi-year agreement as a huge win for Google: the tech giant beat out competitors like OpenAI, and got access to Apple’s user base of 2.5bn active devices. “Gemini is becoming the AI engine for the world’s most successful software co...
Sundry Photography/iStock Editorial via Getty Images Note: I have discussed Enphase Energy, Inc., or "Enphase" ( ENPH ), previously, so investors should view this as an update to my earlier coverage of the company. After the close of Tuesday's session, leading microinverter and battery storage solutions supplier Enphase Energy reported better-than-expected fourth quarter results, with both revenue...
Sundry Photography/iStock Editorial via Getty Images Note: I have discussed Enphase Energy, Inc., or "Enphase" ( ENPH ), previously, so investors should view this as an update to my earlier coverage of the company. After the close of Tuesday's session, leading microinverter and battery storage solutions supplier Enphase Energy reported better-than-expected fourth quarter results, with both revenues and profitability coming in ahead of consensus expectations : Seeking Alpha However, outperformance was solely due to the recognition of $20.3 million in so-called safe harbor revenue, which the company defines as " any sales made to customers who plan to install the inventory over more than one year ". Essentially, safe harboring is a mechanism that enables developers and financiers to freeze domestic content requirements from one year to the next, thus ensuring ongoing qualification for domestic bonus tax credits. Adjusted for safe harbor revenues, sales came in at the lower end of management's guidance: Company Press Releases While sales in Europe declined to new multi-year lows, the company's core U.S. business experienced good demand, with sell-through increasing by more than 20% on a sequential basis to the highest level in more than 2 years. On the conference call , management attributed the strong performance to increased solar and battery installations ahead of the expiration of the Section 25D residential solar tax credit. While still nothing to write home about, free cash flow of $37.8 million represented the best quarterly performance in 2025. Company Press Rel eases/Regulato ry Filings With a $632.5 million convertible note maturity scheduled for next month, the company abstained from share repurchases during the quarter. Regulatory Filings The company ended the quarter with $1.51 billion in cash and liquid investments as well as $1.21 billion in debt. While Enphase expects to receive a $109 million cash payment from the IRS related to 2024 microinverter prod...
On Feb. 4, 2026, AMD’s AI-chip stumble rattled the Nasdaq while defensive Dow names steadied a suddenly nervous Wall Street. The S&P 500 (^GSPC 0.51%) fell 0.51% to 6,882.72, the Nasdaq Composite (^IXIC 1.51%) slid 1.51% to 22,904.58 on heavy tech selling. The Dow Jones Industrial Average (^DJI +0.53%) rose 0.53% to 49,501.30 as investors rotated into defensive and value names. Market movers Advan...
On Feb. 4, 2026, AMD’s AI-chip stumble rattled the Nasdaq while defensive Dow names steadied a suddenly nervous Wall Street. The S&P 500 (^GSPC 0.51%) fell 0.51% to 6,882.72, the Nasdaq Composite (^IXIC 1.51%) slid 1.51% to 22,904.58 on heavy tech selling. The Dow Jones Industrial Average (^DJI +0.53%) rose 0.53% to 49,501.30 as investors rotated into defensive and value names. Market movers Advanced Micro Devices (AMD 17.31%) sank 17.31% despite solid earnings, finishing the day at $200.19. The market had high expectations, and investors felt the company’s Q1 forecast came up short. Software stocks continued to tumble, with intraday drops from big names, including Thomson Reuters (TRI +1.76%) which is down over 20% in the past five days. In contrast, biopharmaceutical company Amgen, (AMGN +8.05%), gained over 8% on positive Q4 results, helping to push the Dow into positive territory. What this means for investors The Nasdaq continued to plummet today, with AI skepticism reflected in the steep AMD sell-off. SanDisk (SNDK 16.06%) finished the day down by almost 16%, erasing some of its recent gains. Anthropic’s release of new AI tools is pressuring software and services companies. Concern that it could automate a host of jobs offered by companies wiped around $300 billion off software and financial services stocks yesterday, per The Wall Street Journal. Tech upheaval means capital is rotating towards defensive and cyclical stocks, as shown by today’s Dow gains. Disappointing jobs data from ADP did little to reassure investors. The payroll processor said today that private payrolls added 22,000 jobs in January, far below the predicted 45,000 positions. Ongoing uncertainty is likely to weigh on high-risk stocks and contribute to further volatility.
Image source: The Motley Fool. Wednesday, February 4, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Theodore S. Hanson President — Sadasivam Iyer Chief Financial Officer — Marie L. Perry TAKEAWAYS Revenue -- $980.1 million, at the top end of guidance, with 63% from IT consulting compared to 59% the prior year. -- $980.1 million, at the top end of guidance, with 63% from IT consu...
Image source: The Motley Fool. Wednesday, February 4, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Theodore S. Hanson President — Sadasivam Iyer Chief Financial Officer — Marie L. Perry TAKEAWAYS Revenue -- $980.1 million, at the top end of guidance, with 63% from IT consulting compared to 59% the prior year. -- $980.1 million, at the top end of guidance, with 63% from IT consulting compared to 59% the prior year. Commercial Consulting Bookings -- $444.4 million, producing a book to bill ratio of 1.3 times for the quarter and 1.2 times on a trailing twelve-month basis. -- $444.4 million, producing a book to bill ratio of 1.3 times for the quarter and 1.2 times on a trailing twelve-month basis. Federal Contract Awards -- $144.2 million in new awards; trailing twelve-month book to bill of 0.9 times. -- $144.2 million in new awards; trailing twelve-month book to bill of 0.9 times. Federal Segment Backlog -- Approximately $3 billion, providing a coverage ratio of 2.5 times segment trailing twelve-month revenue. -- Approximately $3 billion, providing a coverage ratio of 2.5 times segment trailing twelve-month revenue. Commercial Segment Revenue -- $698.6 million, up 0.9% year over year and up 2.2% sequentially on a billable day adjusted basis. -- $698.6 million, up 0.9% year over year and up 2.2% sequentially on a billable day adjusted basis. Assignment Revenue -- $359.2 million, down 12% year over year, reflecting ongoing softness in more macro-sensitive commercial sub-segments. -- $359.2 million, down 12% year over year, reflecting ongoing softness in more macro-sensitive commercial sub-segments. Commercial Consulting Revenue -- $339.4 million, up 19.2% year over year; mid-single digit growth excluding contribution from TopLock. -- $339.4 million, up 19.2% year over year; mid-single digit growth excluding contribution from TopLock. Federal Government Segment Revenue -- $281.5 million, down 3.7% year over year. -- $281.5 million, down 3.7% year over ...
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 5 p.m. ET CALL PARTICIPANTS President and CEO — Cheryl P. Beranek Chief Financial Officer — Daniel R. Herzog Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Sales -- $34.3 million from continuing operations, exceeding prior guidance of $30 million to $33 million, and up 16% from the prior year period. -- $34.3...
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 5 p.m. ET CALL PARTICIPANTS President and CEO — Cheryl P. Beranek Chief Financial Officer — Daniel R. Herzog Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Sales -- $34.3 million from continuing operations, exceeding prior guidance of $30 million to $33 million, and up 16% from the prior year period. -- $34.3 million from continuing operations, exceeding prior guidance of $30 million to $33 million, and up 16% from the prior year period. Gross Margin -- 33.2%, compared to 29.2% in the prior year quarter, primarily due to improved overhead absorption and better inventory utilization. -- 33.2%, compared to 29.2% in the prior year quarter, primarily due to improved overhead absorption and better inventory utilization. Operating Expenses -- $13.2 million, up from $10.7 million year over year, reflecting continued investment in technology and customer expansion initiatives. -- $13.2 million, up from $10.7 million year over year, reflecting continued investment in technology and customer expansion initiatives. Net Loss Per Share (Continuing Ops) -- $0.02 loss, identical to the prior year period. -- $0.02 loss, identical to the prior year period. Net Loss from Discontinued Operations -- $340,000, or $0.02 per share, a reduction from $1.6 million, or $0.11 per share, compared to the year-ago period. -- $340,000, or $0.02 per share, a reduction from $1.6 million, or $0.11 per share, compared to the year-ago period. Cash and Investments -- $157 million at quarter end with no debt, signaling balance sheet strength. -- $157 million at quarter end with no debt, signaling balance sheet strength. Share Repurchases -- $5.2 million invested to repurchase 179,000 shares, with $23.1 million remaining under the expanded $85 million authorization as of December 31, 2025. -- $5.2 million invested to repurchase 179,000 shares, with $23.1 million remaining under the expanded $85 million authorization ...
Mesut Dogan/iStock Editorial via Getty Images For better or worse, narrative around Oracle Corporation ( ORCL ) is morphing into a financing story after the recent $45B–$50B financing plan for 2026. Unfortunately, I’m getting more and more convinced that Oracle's fundamentals alone just don’t matter anymore. The market is looking beyond the growth story, and, since my last coverage , the stock is ...
Mesut Dogan/iStock Editorial via Getty Images For better or worse, narrative around Oracle Corporation ( ORCL ) is morphing into a financing story after the recent $45B–$50B financing plan for 2026. Unfortunately, I’m getting more and more convinced that Oracle's fundamentals alone just don’t matter anymore. The market is looking beyond the growth story, and, since my last coverage , the stock is down double digits. Overall, I see Oracle as a battleground stock, with price movements driven by headlines, and some of them aren’t even about Oracle. I’m talking about OpenAI, after the recent Nvidia investment tensions . In my view, Oracle’s recent post on X is the tell. It is my opinion that public companies don’t use social media to clarify the impact of a third-party deal unless they think the market is mispricing them because of it. That said, in the midst of this battleground, I decided to open a small, highly speculative, long position on Oracle. Below, I discuss why. Oracle's Financing Strategy Let's start with the recent news. This week, the company announced a financing plan for the OCI expansion in 2026. Given the 53% drop in Oracle's share price since the $300B OpenAI deal , I think management didn’t want to wait until the next earnings call to share this news. Initially, the news was received positively by the market, but the stock sold off during the day, as it didn't solve the main problem, i.e., how will OpenAI pay for the widely reported $300B in compute commitments. This was amplified by the recent tensions between Nvidia and OpenAI. As you may remember from back in September, Nvida annouced that it would invest $100B in OpenAI. Last weekend, some reports suggested that the two companies could now be rethinking the future of their partnership, and that current discussions have included an equity investment of tens of billions of dollars. In a recent interview in Taipei, Jensen Huang said: We are going to make a huge investment in OpenAI. I believe in Op...
Mesut Dogan/iStock Editorial via Getty Images For better or worse, narrative around Oracle Corporation ( ORCL ) is morphing into a financing story after the recent $45B–$50B financing plan for 2026. Unfortunately, I’m getting more and more convinced that Oracle's fundamentals alone just don’t matter anymore. The market is looking beyond the growth story, and, since my last coverage , the stock is ...
Mesut Dogan/iStock Editorial via Getty Images For better or worse, narrative around Oracle Corporation ( ORCL ) is morphing into a financing story after the recent $45B–$50B financing plan for 2026. Unfortunately, I’m getting more and more convinced that Oracle's fundamentals alone just don’t matter anymore. The market is looking beyond the growth story, and, since my last coverage , the stock is down double digits. Overall, I see Oracle as a battleground stock, with price movements driven by headlines, and some of them aren’t even about Oracle. I’m talking about OpenAI, after the recent Nvidia investment tensions . In my view, Oracle’s recent post on X is the tell. It is my opinion that public companies don’t use social media to clarify the impact of a third-party deal unless they think the market is mispricing them because of it. That said, in the midst of this battleground, I decided to open a small, highly speculative, long position on Oracle. Below, I discuss why. Oracle's Financing Strategy Let's start with the recent news. This week, the company announced a financing plan for the OCI expansion in 2026. Given the 53% drop in Oracle's share price since the $300B OpenAI deal , I think management didn’t want to wait until the next earnings call to share this news. Initially, the news was received positively by the market, but the stock sold off during the day, as it didn't solve the main problem, i.e., how will OpenAI pay for the widely reported $300B in compute commitments. This was amplified by the recent tensions between Nvidia and OpenAI. As you may remember from back in September, Nvida annouced that it would invest $100B in OpenAI. Last weekend, some reports suggested that the two companies could now be rethinking the future of their partnership, and that current discussions have included an equity investment of tens of billions of dollars. In a recent interview in Taipei, Jensen Huang said: We are going to make a huge investment in OpenAI. I believe in Op...
Boston Scientific (NYSE:BSX), a medical-device maker for interventional specialties, closed Wednesday at $75.50, down 17.59%. The stock fell after Q4 earnings beat expectations, but cautious 2026 guidance and weaker electrophysiology sales reset growth assumptions. Trading volume reached 78.1 million shares, about 581% above its three-month average of 11.5 million shares. Boston Scientific IPO'd i...
Boston Scientific (NYSE:BSX), a medical-device maker for interventional specialties, closed Wednesday at $75.50, down 17.59%. The stock fell after Q4 earnings beat expectations, but cautious 2026 guidance and weaker electrophysiology sales reset growth assumptions. Trading volume reached 78.1 million shares, about 581% above its three-month average of 11.5 million shares. Boston Scientific IPO'd in 1992 and has grown 1,664% since going public. How the markets moved today The S&P 500 slipped 0.51% to 6,882, while the Nasdaq Composite fell 1.51% to 22,905 as large-cap growth names came under pressure. Within medical devices, industry peers Medtronic closed at $101.84 (-1.30%) and Stryker finished at $360.66 (-0.04%), underscoring how Boston Scientific’s drop was company‑specific rather than sector‑wide. What this means for investors Despite growing sales and adjusted EPS by 16% and 14% in Q4 -- easily beating Wall Street’s estimates -- Boston Scientific stock dropped 18% on Wednesday due to “weak” guidance. More specifically, the company’s Q1 and 2026 EPS guidance came up one penny shy of analysts’ hopes. I think today’s market reaction is overdone -- even if the company traded at a slight premium before earnings. Not only did Boston Scientific’s core Cardiovascular segment grow sales by 18% -- alongside its MedSurg unit, which increased revenue by 12% -- management guided for $4.2 billion in free cash flow in 2026. Compounding investor returns by 18% annually since 2016 and growing sales by double-digits for 12 straight quarters, Boston Scientific looks as strong as ever, despite today’s overdone drop. Should you buy stock in Boston Scientific right now? Before you buy stock in Boston Scientific, 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 Boston Scientific wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider ...
Bruce Bennett/Getty Images News Allstate ( ALL ) stock gained 2.8% in Wednesday after-hours trading after turning in better-than-expected Q4 2025 earnings, in addition to boosting its dividend and introducing a new share buyback program. Management said the company's common shareholder dividend will rise 8% to $1.08 per share, payable on April 1, 2026, to stockholders of record at the close of bus...
Bruce Bennett/Getty Images News Allstate ( ALL ) stock gained 2.8% in Wednesday after-hours trading after turning in better-than-expected Q4 2025 earnings, in addition to boosting its dividend and introducing a new share buyback program. Management said the company's common shareholder dividend will rise 8% to $1.08 per share, payable on April 1, 2026, to stockholders of record at the close of business on March 2, 2026. Also, a $4.0B share buyback program, over a 24-month span, will start once the existing $1.5B program is completed. Q4 adjusted EPS of $14.31, easily topping the $9.86 average analyst estimate, rose from $11.17 in Q3 and $7.67 in Q4 2024. Revenue of $17.3B, meeting the Wall Street consensus, held steady from Q4 and gained 5.6% Y/Y. Property-Liability segment underwriting income totaled $4.01B in Q4, up significantly from $1.83B in last year's Q4, as catastrophe losses eased. Protection Auto underwriting income jumped to $1.85B from $603M in Q4. Protection Homeowners underwriting income surged 69.4% from a year ago to $1.81B. Net investment income totaled $892M in Q4, compared with $833M in Q4 2024. Conference call on Feb. 4 at 9:00 a.m. ET. “Fourth‑quarter operating results generated an attractive adjusted net income return on equity and additional deployable capital,” said CFO and President John Dugenske. More on Allstate Allstate Vs. Chubb: Paying For Stability Or Buying The Turnaround Allstate: The Turnaround Is Over - The Compounding Is Just Beginning Allstate: Structural Decoupling Of Underwriting Margins From Cyclicality Allstate Q4 2025 Earnings Preview The Allstate Corporation sees November catastrophe losses of $46 million
The Federal Bureau of Investigation has so far been unable to access data from a Washington Post reporter's iPhone because it was protected by Apple's Lockdown Mode when agents seized the device from the reporter's home, the US government said in a court filing. FBI agents were able to access the reporter's work laptop by telling her to place her index finger on the MacBook Pro's fingerprint reade...
The Federal Bureau of Investigation has so far been unable to access data from a Washington Post reporter's iPhone because it was protected by Apple's Lockdown Mode when agents seized the device from the reporter's home, the US government said in a court filing. FBI agents were able to access the reporter's work laptop by telling her to place her index finger on the MacBook Pro's fingerprint reader, however. This occurred during the January 14 search at the Virginia home of reporter Hannah Natanson. As previously reported , the FBI executed a search warrant at Natanson's home as part of an investigation into a Pentagon contractor accused of illegally leaking classified data. FBI agents seized an iPhone 13 owned by the Post, one MacBook Pro owned by the Post and another MacBook Pro owned by Natanson, a 1TB portable hard drive, a voice recorder, and a Garmin watch. Read full article Comments
(RTTNews) - Everest Group, Ltd. (EG), an insurance and reinsurance provider, on Wednesday announced a strong financial performance for the fourth quarter of 2025. The company reported a net income of $446 million, marking a significant turnaround from the net loss of $593 million in the same quarter of 2024. Earnings per share stood at $10.77, compared to a loss per share of $13.96 a year earlier....
(RTTNews) - Everest Group, Ltd. (EG), an insurance and reinsurance provider, on Wednesday announced a strong financial performance for the fourth quarter of 2025. The company reported a net income of $446 million, marking a significant turnaround from the net loss of $593 million in the same quarter of 2024. Earnings per share stood at $10.77, compared to a loss per share of $13.96 a year earlier. Revenues for the quarter totaled $4.42 billion, a slight decrease from $4.64 billion in the prior-year period. This decline was primarily due to lower investment gains, while premiums earned edged down to $3.86 billion from $3.93 billion. For the full year 2025, Everest Group reported net income of $1.59 billion, up from $1.37 billion in 2024. Earnings per share increased to $37.80 from $31.78 in the previous year. Annual revenues grew to $17.50 billion from $17.28 billion, supported by higher net investment income. EG closed trading on Wednesday at $333.42, up $3.59 or 1.09 percent 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.
is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO. Posts from this author will be added to your daily email digest and your homepage feed. Google’s parent company, Alphabet, has earned more than $400 billion in annual revenue for the first time. The company announced the milestone as part of its Q4 202...
is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO. Posts from this author will be added to your daily email digest and your homepage feed. Google’s parent company, Alphabet, has earned more than $400 billion in annual revenue for the first time. The company announced the milestone as part of its Q4 2025 earnings report released on Wednesday, which highlights the 15 percent year-over-year increase as its cloud business and YouTube continue to grow. As noted in the earnings report, Google’s Cloud business reached a $70 billion run rate in 2025, while YouTube’s annual revenue soared beyond $60 billion across ads and subscriptions. Alphabet CEO Sundar Pichai told investors that YouTube remains the “number one streamer,” citing data from Nielsen. The company also now has more than 325 million paid subscribers, led by Google One and YouTube Premium. In addition to surging revenue and subscribers, Google reported that its Gemini AI app surpassed 750 million users following the launch of its Gemini 3 model in November, marking a 100 million increase. Gemini 3 continues to dominate the AI industry, with a custom version of the AI model set to power a more personalized version of Apple’s Siri. Additionally, Pichai noted that Google Search saw more usage over the past few months “than ever before,” adding that daily AI Mode queries have doubled since launch. Google will soon take advantage of the popularity of its Gemini app and AI Mode, as it plans to build an agentic checkout feature into both tools.
Super Micro Computer (NASDAQ:SMCI) , high-performance server and storage solutions maker, closed Wednesday at $33.76, up 13.78% as investors responded to a blowout fiscal Q2 driven by AI infrastructure demand and raised revenue guidance while continuing to weigh ongoing margin pressures and risk factors. Commentary pointed to “blockbuster” AI-server results and a higher full-year outlook as key dr...
Super Micro Computer (NASDAQ:SMCI) , high-performance server and storage solutions maker, closed Wednesday at $33.76, up 13.78% as investors responded to a blowout fiscal Q2 driven by AI infrastructure demand and raised revenue guidance while continuing to weigh ongoing margin pressures and risk factors. Commentary pointed to “blockbuster” AI-server results and a higher full-year outlook as key drivers, and investors are watching how management executes on aggressive growth plans while stabilizing gross margins and customer concentration. Trading volume reached 115 million shares, coming in about quadruple its three-month average of 29 million shares. Super Micro Computer IPO'd in 2007 and has grown 3,754% since going public. S&P 500 (SNPINDEX:^GSPC) slipped 0.51% to 6,882, while the Nasdaq Composite (NASDAQINDEX:^IXIC) fell 1.51% to finish Wednesday’s session at 22,905. Within technology hardware, storage & peripherals, Hewlett Packard Enterprise (NYSE:HPE) closed at $23.25, gaining 6.75%, and Dell Technologies (NYSE:DELL) finished at $122, up 4.14%, underscoring strength across server-focused peers. Continue reading
00:00 Speaker A in terms of uh Gemini adoption and how, uh, you know, what this moment means for SAS, etc. 00:06 Speaker A Look, at least from my my vantage point, you know, I definitely uh see, uh we have very, very uh good SAS customers uh who are leaders in their respective categories. 00:19 Speaker A And what I see the successful companies doing is they are definitely incorporating Gemini deep...
00:00 Speaker A in terms of uh Gemini adoption and how, uh, you know, what this moment means for SAS, etc. 00:06 Speaker A Look, at least from my my vantage point, you know, I definitely uh see, uh we have very, very uh good SAS customers uh who are leaders in their respective categories. 00:19 Speaker A And what I see the successful companies doing is they are definitely incorporating Gemini deeply in, um, you know, critical workflows, be it on improving their product experience and driving growth or using it to drive efficiency uh within their organizations. 00:39 Speaker A And I think, uh I I think it is an enabling tool, just like it has been an enabling tool for us across our products and services, be it search, YouTube, etc. I think the companies who are uh, you know, seizing the moment, I think have the same opportunity ahead. 00:53 Speaker A And uh at least we are excited about the partnerships we have there and and and the momentum, if I look at it in terms of their tokens usage, etc., the growth has been very robust uh in Q4.
Key Points Micron is a leader in the hot DRAM market. Sandisk is a pure-play way to invest in the surging NAND market. 10 stocks we like better than Micron Technology › The hottest segment of the market right now is memory stocks. This once cyclical industry is now entering a supercycle and is one of the most intriguing ways to play artificial intelligence (AI). The memory market is on fire The me...
Key Points Micron is a leader in the hot DRAM market. Sandisk is a pure-play way to invest in the surging NAND market. 10 stocks we like better than Micron Technology › The hottest segment of the market right now is memory stocks. This once cyclical industry is now entering a supercycle and is one of the most intriguing ways to play artificial intelligence (AI). The memory market is on fire The memory market is split into two parts: DRAM (dynamic random access memory) and NAND (flash memory). Given its speed, DRAM is used for short-term memory, while NAND tends to be used for long-term storage since it is slower. Both markets face significant supply constraints, which are leading to DRAM and NAND prices skyrocketing. 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 » For AI chips to perform optimally, they need to be packaged with a special form of DRAM called high-bandwidth memory (HBM). When integrated with HBM, graphics processing units (GPUs) and other AI chips can perform calculations faster because they can quickly store, retrieve, and transfer data using the HBM component. Given the AI infrastructure buildout, HBM, unsurprisingly, is in high demand. Adding to the market dynamics is that HBM uses three to four times the wafer capacity of conventional DRAM. This is causing a supply shortage across the entire DRAM industry, which is leading to soaring prices not just for HBM, but for the entire DRAM market. Flash memory, meanwhile, is also in tight supply. The NAND market became very oversupplied a few years ago, and prices crashed to the point where gross margins turned negative. Given this, memory companies began redirecting resources to other areas, lowering their production capabilities. However, with the rise of AI, demand for massive, high-performance solid-state drives (SSDs) using flash memory to store training data began to skyrocket. W...
3 US Warships Dispatched To Haiti As Part Of Campaign Against Drug Traffickers Authored by Chris Summers via The Epoch Times, Three U.S. warships have been sent to Haiti as part of Operation Southern Spear, a military operation in the Caribbean to counter narcotics trafficking. “At the direction of the Secretary of War [Pete Hegseth], the ships USS Stockdale, USCGC Stone, and USCGC Diligence have ...
3 US Warships Dispatched To Haiti As Part Of Campaign Against Drug Traffickers Authored by Chris Summers via The Epoch Times, Three U.S. warships have been sent to Haiti as part of Operation Southern Spear, a military operation in the Caribbean to counter narcotics trafficking. “At the direction of the Secretary of War [Pete Hegseth], the ships USS Stockdale, USCGC Stone, and USCGC Diligence have arrived in the Bay of Port-au-Prince as part of Operation Southern Spear,” the U.S. Embassy in Haiti posted on X on Feb. 3. The embassy said the presence of the warships reflects the United States’ “unwavering commitment to Haiti’s security, stability, and brighter future.” The USS Stockdale is an Arleigh Burke-class guided-missile destroyer based in San Diego, while USCGC Stone and USCGC Diligence are Coast Guard cutters based in North Charleston, South Carolina, and Pensacola, Florida, respectively. “The U.S. Navy and U.S. Coast Guard reaffirm their partnership and support to ensure a safer and more prosperous Haiti,” the U.S. Embassy posted on X. Operation Southern Spear is targeting narco-trafficking and has led to strikes on several drug smuggling boats since September 2025. On Jan. 3, Venezuelan leader Nicolás Maduro was captured and indicted on drug trafficking and other charges. Another boat strike was carried out on Jan. 23, at an undisclosed location, according to U.S. Southern Command. Unrest in Haiti Haiti has been mired in political and economic turmoil since July 2021, when President Jovenel Moïse was assassinated at his home in the Haitian capital, Port-au-Prince, by a group of mercenaries, most of whom were Colombian nationals. Gangs have proliferated and begun to dominate large parts of Haiti, and in May 2025, U.S. Secretary of State Marco Rubio designated two of the largest gangs, Viv Ansanm and Gran Grif, as foreign terrorist organizations. In November 2025, U.S. President Donald Trump published a new National Security Strategy, which calls for expanded n...
The market for artificial intelligence (AI) is a generational investment opportunity. But you don't have to chase risky stocks to earn great returns. Leading semiconductor and software companies are benefiting greatly from growing adoption of AI and can help you earn superior returns over the long term. Here are two reasonably priced AI stocks that can hit new highs in 2025 and for years to come. ...
The market for artificial intelligence (AI) is a generational investment opportunity. But you don't have to chase risky stocks to earn great returns. Leading semiconductor and software companies are benefiting greatly from growing adoption of AI and can help you earn superior returns over the long term. Here are two reasonably priced AI stocks that can hit new highs in 2025 and for years to come. 1. Advanced Micro Devices Shares of Advanced Micro Devices (NASDAQ: AMD) quadrupled in value over the last five years. The company is the second leading supplier of graphics processing units (GPUs), which are required for AI training in data centers. The company has gained significant market share against Intel in recent years, but AMD stock is down about 4% this year and underperforming the S&P 500's 20% increase. However, its latest earnings report shows accelerating growth that could lift the stock in 2025. Revenue grew 18% year over year in the third quarter, but the most telling sign of its momentum is the 17% revenue increase over the previous quarter. The company's data center revenue more than doubled year over year, driven by insatiable demand for AMD's Instinct GPUs and Epyc central processing units (CPUs) for servers. AMD supplies chips for several markets, including video game consoles. Gaming revenue fell 69% over the year-ago quarter, but the momentum in data center and its client segment, including sales of Ryzen desktop processors, is enough to lift the stock next year. Management sees substantial growth opportunities in these markets. It recently announced the acquisition of ZT Systems, which will expand its opportunities in meeting the growing demand for AI infrastructure. Most importantly, the high demand for data center and server chips is benefiting AMD's margins. Adjusted earnings per share were up 33% year over year last quarter, and analysts expect earnings to be up 52% in 2025. AMD shares are not cheap at a forward price-to-earnings (P/E) ratio of 4...
The Treasury Deparment said Wednesday that the Federal Reserve has bought more than $90 billion of short-dated government bills over the past eight weeks.
The Treasury Deparment said Wednesday that the Federal Reserve has bought more than $90 billion of short-dated government bills over the past eight weeks.
Key Points Palantir's fourth-quarter revenue soared 70% year over year. The AI data and analytics company's customer count growth rate slowed in Q4. Shares command a price-to-earnings ratio of about 220. 10 stocks we like better than Palantir Technologies › The sharp gains Palantir Technologies' (NASDAQ: PLTR) shares saw following its earnings report earlier this week proved to be short-lived. In ...
Key Points Palantir's fourth-quarter revenue soared 70% year over year. The AI data and analytics company's customer count growth rate slowed in Q4. Shares command a price-to-earnings ratio of about 220. 10 stocks we like better than Palantir Technologies › The sharp gains Palantir Technologies' (NASDAQ: PLTR) shares saw following its earnings report earlier this week proved to be short-lived. In fact, those gains have now turned to losses, adding to an already bad start to the year for the stock. As of this writing, the stock is trading at a price below where it was before the quarterly update. But should we be surprised? 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 » Yes, the quarter was outstanding in terms of top- and bottom-line growth. Both revenue and profits soared, and the company's top-line growth rate saw a huge acceleration over its already impressive third-quarter growth rate. But there are several red flags -- particularly in the context of the growth stock's incredibly high valuation. Here's a look at two concerning metrics from Palantir's fourth-quarter update. Slowing customer count growth Yes, Palantir's 70% year-over-year revenue growth in the fourth quarter was impressive. Not only was it an acceleration from 63% growth in Q3, but it was accompanied by a surge in profits. The AI data and analytics platform company's net income rose from just $77 million in the year-ago period to about $612 million in Q4. Playing key roles in the quarter's growth were a 137% year-over-year increase in its U.S. commercial revenue and a 66% boost to its U.S. government revenue. But with a valuation of about 222 times earnings, this type of growth should be expected. Even more, the results should be scrutinized for any potential red flags, and I think I see two, with the first being a sharp slowdown in customer count growth. Palantir said that it...