Revenue is soaring at this AI company. Nvidia (NVDA 3.41%) is a key player in the artificial intelligence (AI) arena, as designer of the world's top-performing AI chips. These graphics processing units (GPUs) fuel some of the most critical AI tasks, and their speed and overall efficiency have helped them to dominate the market. This product, along with a whole portfolio of related tools and servic...
Revenue is soaring at this AI company. Nvidia (NVDA 3.41%) is a key player in the artificial intelligence (AI) arena, as designer of the world's top-performing AI chips. These graphics processing units (GPUs) fuel some of the most critical AI tasks, and their speed and overall efficiency have helped them to dominate the market. This product, along with a whole portfolio of related tools and services, has helped Nvidia to bring in significant revenue growth quarter after quarter in recent years. But this market giant isn't only a designer of AI products. It's also an investor in other key AI players. Nvidia held a $4.3 billion stock portfolio as of the end of the third quarter, and more than 85% of it was invested in one AI company. Should you follow Nvidia into this high-growth player? Let's find out. An AI cloud specialist Not only does Nvidia invest in this company, but the two also work together. This player that has attracted Nvidia's attention and investment is CoreWeave (CRWV 8.44%), an AI cloud specialist. CoreWeave offers its customers the ability to rent its Nvidia GPUs to suit their needs. This means they don't have to build out their own infrastructure -- a costly and lengthy effort -- and instead can rely on CoreWeave's already existing fleet. Customers may count on gaining access to the very latest Nvidia has to offer, as CoreWeave, following the past two launches -- Blackwell and Blackwell Ultra -- was the first to make those systems generally available. All of this has helped CoreWeave to deliver soaring revenue in recent times. For example, in the latest period, revenue jumped to in the triple-digits to $1.3 billion. Now, let's consider the Nvidia-CoreWeave relationship. As mentioned, Nvidia had more than 85% of its stock portfolio invested in the company as of the end of the third quarter. And just recently, Nvidia said it made a fresh $2 billion investment in CoreWeave Class A common shares to help fund the cloud company's buildout of AI factories ...
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(RTTNews) - The Ensign Group, Inc. (ENSG) released a profit for its fourth quarter that Increases, from the same period last year The company's bottom line totaled $95.45 million, or $1.61 per share. This compares with $79.68 million, or $1.36 per share, last year. Excluding items, The Ensign Group, Inc. reported adjusted earnings of $107.83 million or $1.82 per share for the period. The company's...
(RTTNews) - The Ensign Group, Inc. (ENSG) released a profit for its fourth quarter that Increases, from the same period last year The company's bottom line totaled $95.45 million, or $1.61 per share. This compares with $79.68 million, or $1.36 per share, last year. Excluding items, The Ensign Group, Inc. reported adjusted earnings of $107.83 million or $1.82 per share for the period. The company's revenue for the period rose 20.4% to $1.36 billion from $1.13 billion last year. The Ensign Group, Inc. earnings at a glance (GAAP) : -Earnings: $95.45 Mln. vs. $79.68 Mln. last year. -EPS: $1.61 vs. $1.36 last year. -Revenue: $1.36 Bln vs. $1.13 Bln last year. We are issuing our annual 2026 earnings guidance of $7.41 to $7.61 per diluted share and annual revenue guidance of $5.77 billion to $5.84 billion. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Feb. 4, 2026, 6:08 p.m. ET Following Amazon’s announcement that it will be closing Amazon Fresh stores nationwide, state filings reveal several thousand workers in Southern California are set to feel the impact. In late January, Amazon revealed it planned to shutter its Amazon Fresh and Amazon Go physical stores, a move hitting numerous Southern California cities like Long Beach, Los Angeles, Font...
Feb. 4, 2026, 6:08 p.m. ET Following Amazon’s announcement that it will be closing Amazon Fresh stores nationwide, state filings reveal several thousand workers in Southern California are set to feel the impact. In late January, Amazon revealed it planned to shutter its Amazon Fresh and Amazon Go physical stores, a move hitting numerous Southern California cities like Long Beach, Los Angeles, Fontana, Poway and more. The decision to close was after “a careful evaluation of the business” and how the company could “best serve customers,” according to Amazon. “While we've seen encouraging signals in our Amazon-branded physical grocery stores, we haven't yet created a truly distinctive customer experience with the right economic model needed for large-scale expansion,” Amazon said in January. Filings with California’s Employment Development Department show that approximately 3,339 employees are impacted by the shuttering of 19 Amazon Fresh locations in Southern California. Amazon did not confirm the figure and declined to share any figures on the number of employees impacted by the Southern California store closures in an email to the USA TODAY Network. In its January announcement, Amazon said it was working “whenever possible to help” impacted employees “find roles elsewhere in Amazon.” Amazon said to the USA TODAY Network that many workers will have the chance to stay with the company through different roles, and that those who opt not to stay with Amazon will get severance packages in accordance with their policies. The SoCal impact comes as the San Francisco Chronicle reported that Amazon is cutting hundreds of corporate jobs in the Bay Area. When will Amazon Fresh stores close in Southern California? “Public-facing operations” at these locations are expected to halt on March 13, according to filings with the state. Which Amazon stores will be turned into a Whole Foods Market? Amazon said in January that it would convert “various locations” of its Amazon-branded phy...
Russian-state hackers wasted no time exploiting a critical Microsoft Office vulnerability that allowed them to compromise the devices inside diplomatic, maritime, and transport organizations in more than half a dozen countries, researchers said Wednesday. The threat group, tracked under names including APT28, Fancy Bear, Sednit, Forest Blizzard, and Sofacy, pounced on the vulnerability, tracked as...
Russian-state hackers wasted no time exploiting a critical Microsoft Office vulnerability that allowed them to compromise the devices inside diplomatic, maritime, and transport organizations in more than half a dozen countries, researchers said Wednesday. The threat group, tracked under names including APT28, Fancy Bear, Sednit, Forest Blizzard, and Sofacy, pounced on the vulnerability, tracked as CVE-2026-21509, less than 48 hours after Microsoft released an urgent, unscheduled security update late last month, the researchers said. After reverse-engineering the patch, group members wrote an advanced exploit that installed one of two never-before-seen backdoor implants. Stealth, speed, and precision The entire campaign was designed to make the compromise undetectable to endpoint protection. Besides being novel, the exploits and payloads were encrypted and ran in memory, making their malice hard to spot. The initial infection vector came from previously compromised government accounts from multiple countries and were likely familiar to the targeted email holders. Command and control channels were hosted in legitimate cloud services that are typically allow-listed inside sensitive networks. Read full article Comments
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 5 p.m. ET Call participants Chief Executive Officer — C.J. Prober Chief Financial Officer — Bryan D. Murray Vice President, Investor Relations — Erik Bylin Takeaways Full-Year Revenue -- $699.6 million, representing a 3.8% increase, marking the first annual revenue growth since 2020. -- $699.6 million, representing a 3.8% increase, marking ...
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 5 p.m. ET Call participants Chief Executive Officer — C.J. Prober Chief Financial Officer — Bryan D. Murray Vice President, Investor Relations — Erik Bylin Takeaways Full-Year Revenue -- $699.6 million, representing a 3.8% increase, marking the first annual revenue growth since 2020. -- $699.6 million, representing a 3.8% increase, marking the first annual revenue growth since 2020. Enterprise Segment Revenue -- $89.4 million in the quarter, up 10.6% year over year, and 18.8% annual growth, now accounting for 49% of the business mix, an improvement of 470 basis points. -- $89.4 million in the quarter, up 10.6% year over year, and 18.8% annual growth, now accounting for 49% of the business mix, an improvement of 470 basis points. Consumer Segment Revenue -- $93.1 million for the quarter, down 8.4% year over year, with core consumer revenue up 1.6%, offset by a 30% decline in sales to service providers. -- $93.1 million for the quarter, down 8.4% year over year, with core consumer revenue up 1.6%, offset by a 30% decline in sales to service providers. Recurring Revenue (ARR) -- Ended the quarter at $40.4 million, growing 18% year over year, with 558,000 recurring subscribers. -- Ended the quarter at $40.4 million, growing 18% year over year, with 558,000 recurring subscribers. Gross Margin -- Record non-GAAP gross margin of 41.2% both for Q4 and the year, representing a 750-basis-point year-over-year increase per segment and an 840-basis-point increase over the prior year. -- Record non-GAAP gross margin of 41.2% both for Q4 and the year, representing a 750-basis-point year-over-year increase per segment and an 840-basis-point increase over the prior year. Non-GAAP EPS -- $0.26 for Q4, up 117% sequentially, with full-year non-GAAP net income of $13.3 million, or $0.44 per share. -- $0.26 for Q4, up 117% sequentially, with full-year non-GAAP net income of $13.3 million, or $0.44 per share. Operating Margin -- Q4...
Advanced Micro Devices (AMD) reported its Q4 earnings on February 3. The earnings release beat consensus estimates, but company guidance disappointed investors, and the stock is crashing, trading about 16% lower at the time of writing, Wednesday morning, Feb. 4, according to Yahoo Finance. “Our AI ...
Advanced Micro Devices (AMD) reported its Q4 earnings on February 3. The earnings release beat consensus estimates, but company guidance disappointed investors, and the stock is crashing, trading about 16% lower at the time of writing, Wednesday morning, Feb. 4, according to Yahoo Finance. “Our AI ...
Uber Technologies (NYSE:UBER), a global ride-hailing and delivery platform, closed Wednesday at $73.92, down 5.15%. The stock moved lower after Uber reported strong Q4 revenue growth but missed EPS estimates and offered conservative Q1 2026 guidance. Investors are watching margin trends and execution on its autonomous and robotaxi strategy next. Trading volume reached 62.8 million shares, about 20...
Uber Technologies (NYSE:UBER), a global ride-hailing and delivery platform, closed Wednesday at $73.92, down 5.15%. The stock moved lower after Uber reported strong Q4 revenue growth but missed EPS estimates and offered conservative Q1 2026 guidance. Investors are watching margin trends and execution on its autonomous and robotaxi strategy next. Trading volume reached 62.8 million shares, about 208% above its three-month average of 20.4 million shares. Uber Technologies IPO'd in 2019 and has grown 78% since going public. How the markets moved today The S&P 500 fell 0.51% to 6,882, while the Nasdaq Composite declined 1.51% to 22,905. Within transportation, mobility-as-a-service names also traded lower, with Lyft closing at $16.16 (-3.58%) and DoorDash finishing at $195.83 (-3.05%). What this means for investors While the market was underwhelmed by Uber’s Q4 earnings report and guidance, investors shouldn’t panic. Setting Wall Street’s expectations aside, Uber: increased sales by 20% and guided for bookings growth of 19% in Q1 grew free cash flow (FCF) by 42% delivered Uber One growth of 55% (now 46 million members, equalling 50% of bookings) saw monthly active platform users rise by 18% plans to have autonomous vehicles (AVs) running in 15 cities in 2026 generated 60% of its mobility bookings outside of the U.S. Now trading at just 18 times FCF, Uber’s growth optionality and strong positioning in the burgeoning AV industry make it one of my favorite growth stocks to buy right now. However, it will be a volatile ride in this unpredictable, nascent niche. Should you buy stock in Uber Technologies right now? Before you buy stock in Uber Technologies, 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 Uber Technologies 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.....
The S&P 500(SNPINDEX:^GSPC) fell 0.51% to 6,882.72, the Nasdaq Composite(NASDAQINDEX:^IXIC) slid 1.51% to 22,904.58 on heavy tech selling. The Dow Jones Industrial Average(DJINDICES:^DJI) rose 0.53% to 49,501.30 as investors rotated into defensive and value names. Market movers Advanced Micro Devices(NASDAQ:AMD) sank 17.31% despite solid earnings, finishing the day at $200.19. The market had high ...
The S&P 500(SNPINDEX:^GSPC) fell 0.51% to 6,882.72, the Nasdaq Composite(NASDAQINDEX:^IXIC) slid 1.51% to 22,904.58 on heavy tech selling. The Dow Jones Industrial Average(DJINDICES:^DJI) rose 0.53% to 49,501.30 as investors rotated into defensive and value names. Market movers Advanced Micro Devices(NASDAQ:AMD) 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(NASDAQ:TRI) which is down over 20% in the past five days. In contrast, biopharmaceutical company Amgen,(NASDAQ:AMGN), 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(NASDAQ:SNDK) 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. Should you buy stock in S&P 500 Index right now? Before you buy stock in S&P 500 Index, 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 S&P 500 Index wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming y...
US markets went for a bit of a wild ride on Wednesday, with chipmakers and other tech giants joining battered software makers in falling amid fears artificial intelligence will wreak havoc on business models and white collar jobs . Since reaching an all-time high in October, the S&P 500 software group has plunged more than 25%, though some have suggested the shift is a long overdue rotation rather...
US markets went for a bit of a wild ride on Wednesday, with chipmakers and other tech giants joining battered software makers in falling amid fears artificial intelligence will wreak havoc on business models and white collar jobs . Since reaching an all-time high in October, the S&P 500 software group has plunged more than 25%, though some have suggested the shift is a long overdue rotation rather than an existential AI threat. After Tuesday’s wipeout , the broader tech space got caught up in the selling today. In late hours, Alphabet reported solid sales but said it planned to spend far more than investors expected, while Qualcomm gave a middling revenue outlook. Making matters worse, the US labor market is looking more dour. While the Trump administration delayed another unemployment report citing a government shutdown, a non-government source of employment data showed a distinct softening . Still, the S&P 500 ended the day only a half-percent lower while most of its shares rose. The Nasdaq 100 slid 1.8%. What You Need to Know Today The cryptocurrency rout continued as Bitcoin slumped close to $72,000, a level last seen 15 months ago. The world’s largest digital asset is extending a downward spiral that’s seen it shed more than 40% from its peak in October. The downturn has been tied to larger market concerns, but if prediction markets are to be believed, there’s a lot further for Bitcoin to fall . The SpaceX initial public offering continues to march forward on an ambitious timeline for this year. After Monday’s announcement that Elon Musk’s rocket and satellite company would combine with his xAI, sources disclosed the company was meeting with foreign banks for its IPO . Banks pitched for roles at SpaceX’s California office in mid-January, with one grouping comprising European lenders and another made up of firms from other regions. SpaceX had already interviewed the big Wall Street firms, including Bank of America, Goldman Sachs, JPMorgan and Morgan Stanley. Vla...
When it comes to funerals, we tend to cling to the solemn and the tasteful. We hate to think about death, so we cordon it off from all recognisable signs of life – particularly warmth and comedy. Enter Butterflies Rising Funeral Care, the subject of new Channel 4 documentary The Fabulous Funeral Parlour, which is shaking things up. Our introduction to this funeral home, founded by Liverpudlian Hay...
When it comes to funerals, we tend to cling to the solemn and the tasteful. We hate to think about death, so we cordon it off from all recognisable signs of life – particularly warmth and comedy. Enter Butterflies Rising Funeral Care, the subject of new Channel 4 documentary The Fabulous Funeral Parlour, which is shaking things up. Our introduction to this funeral home, founded by Liverpudlian Hayley McCaughran, is seeing a casket with a gold plaque that reads “FUCK OFF”. McCaughran tells us that when making nameplates they always ask families whether the deceased had a favourite saying: “We don’t do it a traditional way.” Telling us the story of the funeral home itself, and following a few families’ experiences, The Fabulous Funeral Parlour tries to make us feel something new about the most universal experience there is. And it succeeds – there are numerous moments when I think: “How did they come up with that?” or laugh guiltily, wondering if something is inappropriate. With pillarbox red curls and full beat makeup, McCaughran potters around the spa-like funeral home chatting to the bodies. “Morning, sir. How are we today? Still looking good, aren’t we?” she says to one man, splashing him with aftershave before a family visit. “Your tea’s on the side,” she tells another deceased person as she slips out of the room. “Just because they’re asleep it doesn’t mean that they don’t deserve the same respect as you or I.” Of the families’ journeys with Butterflies Rising, the most live (quite literally) is Marion’s. She has just weeks to live, due to kidney failure, and wants to plan her own funeral to take the pressure off her young daughters. She reels off a list of things she wants for her last hurrah: a singer, a disco, a rave. You wonder how Marion keeps such a sense of humour at a time like this – she and her family joke that she’s a “real-life Barbie girl” – because she’s had an operation called an abdominoperineal resection “where they sew your bottom up”. View ima...
kynny/iStock via Getty Images The last time I spoke about AbbVie Inc. ( ABBV ) it was in a Seeking Alpha article entitled as " AbbVie: Increased Outlook For 2025 And Expansions Merit Continued 'Strong Buy' Rating ." For this article I had noted a Strong Buy rating on the stock, despite its drug HUMIRA continuing to see a decline. I also mentioned that it had robust growth in both of its immunology...
kynny/iStock via Getty Images The last time I spoke about AbbVie Inc. ( ABBV ) it was in a Seeking Alpha article entitled as " AbbVie: Increased Outlook For 2025 And Expansions Merit Continued 'Strong Buy' Rating ." For this article I had noted a Strong Buy rating on the stock, despite its drug HUMIRA continuing to see a decline. I also mentioned that it had robust growth in both of its immunology and neuroscience portfolios as well. This time around, I believe that it is important for me to maintain a Strong Buy rating, and the reason why is because, first and foremost, there was a huge surprise. AbbVie was actually able to beat Q4 of 2025 earnings expectations because of HUMIRA. As a matter of fact, revenue for this drug reached $1.2 billion for the quarter. Why is this crucial? That's because the projection by analysts was that revenues for HUMIRA would only be $993.8 million for the quarter. This was a good surprise for AbbVie. While more could have been done in terms of sales of its two new key drugs, RINVOQ and SKYRIZI, I believe it is important to maintain a Strong Buy rating on this stock for several reasons. The first reason is because sales of RINVOQ and SKYRIZI came in at $2.37 billion and $5 billion, respectively. The point here is that this was pretty much close to in line with the general consensus of $2.38 billion and $4.9 billion. The second reason is because investors can't be disappointed at the expected sales growth for all of 2026. AbbVie projects its sales growth for 2026 to be 9.5% higher, at $67 billion. The truth is that both SKYRIZI and RINVOQ are still growing by an average of 30%, and I believe this is an important takeaway. Even with RINVOQ slightly missing consensus. Lastly, I believe that AbbVie is going to be good in the long run. Why do I state that? Well, it already has several expansion indications underway that it is working on. Consider that RINVOQ hasn't met consensus, but I believe future indications will eventually help in this...
Palantir Technologies (NASDAQ:PLTR) , a data analytics software specialist, closed Wednesday at $139.54, down 11.62%. The stock moved lower as valuation concerns resurfaced despite strong Q4 results and analyst upgrades. Trading volume reached 110.7 million shares, coming in about 136% above its three-month average of 47 million shares. Palantir Technologies IPO'd in 2020 and has grown 1369% since...
Palantir Technologies (NASDAQ:PLTR) , a data analytics software specialist, closed Wednesday at $139.54, down 11.62%. The stock moved lower as valuation concerns resurfaced despite strong Q4 results and analyst upgrades. Trading volume reached 110.7 million shares, coming in about 136% above its three-month average of 47 million shares. Palantir Technologies IPO'd in 2020 and has grown 1369% since going public. The broader market weakened Wednesday, with the S&P 500 (SNPINDEX: ^GSPC) slipping 0.51% to 6,882, while the Nasdaq Composite (NASDAQINDEX: ^IXIC) fell 1.51% to 22,905. Within software infrastructure names, peers were mixed, as Snowflake (NYSE:SNOW) closed at $165.29 (-4.59%) while Prologis (NYSE:PLD) finished at $134.84 (+2.24%). Palantir shares declined sharply on Wednesday, despite 70% revenue growth to $1.41 billion and two analyst upgrades to Buy. The drop reflected concerns about valuation, as investors questioned the stock's premium compared to other AI software companies and reconsidered how much future growth is already priced in. Continue reading
Image source: The Motley Fool. Feb. 4, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Rene Haas Chief Financial Officer — Jason Child Head of Investor Relations — Jessica Vall TAKEAWAYS Total Revenue -- $1.24 billion, representing 26% growth year over year, and marking the fourth consecutive quarter above $1 billion. -- $1.24 billion, representing 26% growth year over year, and mark...
Image source: The Motley Fool. Feb. 4, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Rene Haas Chief Financial Officer — Jason Child Head of Investor Relations — Jessica Vall TAKEAWAYS Total Revenue -- $1.24 billion, representing 26% growth year over year, and marking the fourth consecutive quarter above $1 billion. -- $1.24 billion, representing 26% growth year over year, and marking the fourth consecutive quarter above $1 billion. Royalty Revenue -- $737 million, up 27% year over year, with growth driven by smartphones, data center, and double-digit expansion in automotive. -- $737 million, up 27% year over year, with growth driven by smartphones, data center, and double-digit expansion in automotive. License and Other Revenue -- $505 million, increasing 25% year over year, including $200 million from a Technology Licensing and Design Services agreement with SoftBank (OTC: SFTBY). -- $505 million, increasing 25% year over year, including $200 million from a Technology Licensing and Design Services agreement with (OTC: SFTBY). Non-GAAP EPS -- $0.43, at the high end of guidance, reflecting higher revenue and slightly lower operating expense. -- $0.43, at the high end of guidance, reflecting higher revenue and slightly lower operating expense. Non-GAAP Operating Income -- $505 million, up 14% year over year, resulting in a 41% non-GAAP operating margin. -- $505 million, up 14% year over year, resulting in a 41% non-GAAP operating margin. Non-GAAP Operating Expenses -- $716 million, up 37% year over year, reflecting continued increases in R&D investment and headcount expansion. -- $716 million, up 37% year over year, reflecting continued increases in R&D investment and headcount expansion. Annualized Contract Value (ACV) -- Grew 28% year over year, sustaining momentum from prior quarters, and outperforming long-term growth expectations for license revenue. -- Grew 28% year over year, sustaining momentum from prior quarters, and outperforming long-term ...
Strong Q4 results and analyst upgrades couldn't save Palantir from an 11% drop. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( -11.62 %) $ -18.34 Current Price $ 139.54 Key Data Points Market Cap $376B Day's Range $ 135.68 - $ 155.85 52wk Range $ 66.12 - $ 207.52 Volume 113M Avg Vol 46M Gross Margin 82.37 % Palantir Technologies (PLTR 11.62%), a data analytics software specialist, clo...
Strong Q4 results and analyst upgrades couldn't save Palantir from an 11% drop. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( -11.62 %) $ -18.34 Current Price $ 139.54 Key Data Points Market Cap $376B Day's Range $ 135.68 - $ 155.85 52wk Range $ 66.12 - $ 207.52 Volume 113M Avg Vol 46M Gross Margin 82.37 % Palantir Technologies (PLTR 11.62%), a data analytics software specialist, closed Wednesday at $139.54, down 11.62%. The stock moved lower as valuation concerns resurfaced despite strong Q4 results and analyst upgrades. Trading volume reached 110.7 million shares, coming in about 136% above its three-month average of 47 million shares. Palantir Technologies IPO'd in 2020 and has grown 1369% since going public. How the markets moved today The broader market weakened Wednesday, with the S&P 500 (SNPINDEX: ^GSPC) slipping 0.51% to 6,882, while the Nasdaq Composite (NASDAQINDEX: ^IXIC) fell 1.51% to 22,905. Within software infrastructure names, peers were mixed, as Snowflake (SNOW 4.86%) closed at $165.29 (-4.59%) while Prologis (PLD +2.20%) finished at $134.84 (+2.24%). What this means for investors Palantir shares declined sharply on Wednesday, despite 70% revenue growth to $1.41 billion and two analyst upgrades to Buy. The drop reflected concerns about valuation, as investors questioned the stock's premium compared to other AI software companies and reconsidered how much future growth is already priced in. The company reported strong Q4 momentum in both government and commercial segments, supported by a $1 billion UK Ministry of Defence contract that ensures multi-year revenue visibility. Two firms raised their targets, citing accelerating U.S. commercial adoption and sustained AI demand. However, these upgrades did not prevent an 11% decline, as a critical hedge fund letter and ongoing valuation concerns led investors to rotate out of the stock. Investors will now assess whether continued commercial momentum and expanding margins can justify Palantir...
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 +8.15%), 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.
The S&P 500 (SNPINDEX:^GSPC) fell 0.51% to 6,882.72, the Nasdaq Composite (NASDAQINDEX:^IXIC) slid 1.51% to 22,904.58 on heavy tech selling. The Dow Jones Industrial Average (DJINDICES:^DJI) rose 0.53% to 49,501.30 as investors rotated into defensive and value names. Market movers Advanced Micro Devices (NASDAQ:AMD) sank 17.31% despite solid earnings, finishing the day at $200.19. The market had h...
The S&P 500 (SNPINDEX:^GSPC) fell 0.51% to 6,882.72, the Nasdaq Composite (NASDAQINDEX:^IXIC) slid 1.51% to 22,904.58 on heavy tech selling. The Dow Jones Industrial Average (DJINDICES:^DJI) rose 0.53% to 49,501.30 as investors rotated into defensive and value names. Market movers Advanced Micro Devices (NASDAQ:AMD) 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 (NASDAQ:TRI) which is down over 20% in the past five days. In contrast, biopharmaceutical company Amgen, (NASDAQ:AMGN), 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 (NASDAQ:SNDK) 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. Should you buy stock in S&P 500 Index right now? Before you buy stock in S&P 500 Index, 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 S&P 500 Index wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the c...
Image source: The Motley Fool. Wednesday, February 4, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Sundar Pichai President and Chief Investment Officer — Philip Schindler Chief Financial Officer — Anat Ashkenazi TAKEAWAYS Consolidated Revenues -- $113.8 billion, representing 17% constant currency growth, driven by acceleration in Search and Cloud revenues. -- $113.8 billion, re...
Image source: The Motley Fool. Wednesday, February 4, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Sundar Pichai President and Chief Investment Officer — Philip Schindler Chief Financial Officer — Anat Ashkenazi TAKEAWAYS Consolidated Revenues -- $113.8 billion, representing 17% constant currency growth, driven by acceleration in Search and Cloud revenues. -- $113.8 billion, representing 17% constant currency growth, driven by acceleration in Search and Cloud revenues. Operating Income -- $35.9 billion, up 16%, with an operating margin of 31.6% reflecting a $2.1 billion stock-based compensation charge linked to Waymo’s valuation increase. -- $35.9 billion, up 16%, with an operating margin of 31.6% reflecting a $2.1 billion stock-based compensation charge linked to Waymo’s valuation increase. Net Income -- $34.5 billion, up 30%, with earnings per share increasing 31% to $2.82. -- $34.5 billion, up 30%, with earnings per share increasing 31% to $2.82. Operating Cash Flow -- $52.4 billion in Q4, a company record, resulting in $24.6 billion of free cash flow for the quarter. -- $52.4 billion in Q4, a company record, resulting in $24.6 billion of free cash flow for the quarter. CapEx -- $27.9 billion in Q4 and $91.4 billion for the year, primarily allocated to technical infrastructure; 60% invested in servers, 40% in data centers and networking. -- $27.9 billion in Q4 and $91.4 billion for the year, primarily allocated to technical infrastructure; 60% invested in servers, 40% in data centers and networking. Google Services Revenue -- $95.9 billion, up 14%, with Search and Other Advertising revenues up 17% to $63.1 billion driven by broad vertical strength and especially retail. -- $95.9 billion, up 14%, with Search and Other Advertising revenues up 17% to $63.1 billion driven by broad vertical strength and especially retail. YouTube Advertising Revenue -- $11.4 billion, up 9%, supported by direct response, while network advertising revenues declined 2...
Meta Platforms, Inc. (NASDAQ:META - Get Free Report) shares were down 3.3% on Wednesday . The company traded as low as $667.46 and last traded at $668.99. Approximately 16,519,606 shares were traded during mid-day trading, a decline of 7% from the average daily volume of 17,793,797 shares. The stock had previously closed at $691.70. Get Meta Platforms alerts: Sign Up Meta Platforms News Roundup He...
Meta Platforms, Inc. (NASDAQ:META - Get Free Report) shares were down 3.3% on Wednesday . The company traded as low as $667.46 and last traded at $668.99. Approximately 16,519,606 shares were traded during mid-day trading, a decline of 7% from the average daily volume of 17,793,797 shares. The stock had previously closed at $691.70. Get Meta Platforms alerts: Sign Up Meta Platforms News Roundup Here are the key news stories impacting Meta Platforms this week: Wall Street Analyst Weigh In META has been the topic of several research reports. Erste Group Bank cut shares of Meta Platforms from a "buy" rating to a "hold" rating in a research report on Monday, November 10th. KeyCorp reduced their price objective on Meta Platforms from $875.00 to $835.00 and set an "overweight" rating on the stock in a research report on Monday, January 26th. Barclays restated an "overweight" rating and issued a $800.00 target price (up previously from $770.00) on shares of Meta Platforms in a research report on Thursday, January 29th. Robert W. Baird increased their price target on shares of Meta Platforms from $815.00 to $830.00 and gave the company an "outperform" rating in a research report on Thursday, January 29th. Finally, Truist Financial lifted their price target on shares of Meta Platforms from $875.00 to $900.00 and gave the stock a "buy" rating in a research note on Thursday, January 29th. Five research analysts have rated the stock with a Strong Buy rating, forty-one have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, Meta Platforms presently has a consensus rating of "Moderate Buy" and a consensus price target of $848.50. Read Our Latest Analysis on Meta Platforms Meta Platforms Trading Down 3.3% The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. The firm's fifty day moving average is $655.04 and its two-hundred day moving average is $695.91. The firm has a market cap of $1...