Since ChatGPT arrived on the scene some three years ago, analysts have been warning that entire industries, including software programming, legal services and film production, are at risk of being disrupted by artificial intelligence. But it took a wave of disappointing earnings reports, some improvements in AI models, and the release of a seemingly innocuous add-on from AI startup Anthropic to su...
Since ChatGPT arrived on the scene some three years ago, analysts have been warning that entire industries, including software programming, legal services and film production, are at risk of being disrupted by artificial intelligence. But it took a wave of disappointing earnings reports, some improvements in AI models, and the release of a seemingly innocuous add-on from AI startup Anthropic to suddenly wake up investors en masse to the threat. The result has been the biggest stock selloff driven by the fear of AI displacement that markets have seen. And no stocks are hurting more than those of software-as-a-service (SaaS) companies. The Nasdaq 100 notched its worst two-day loss since October, erasing more than $550 billion in market value.That includes the hundreds of billions of dollars in market valuation that have been wiped from software and data stocks in what traders are calling a “SaaSpocalypse” that began Feb. 3 and continued into Feb. 4. Few in the software and data spaces have been spared; among the stocks hit were those of the London Stock Exchange Group Plc , Thomson Reuters Corp. and Oracle Corp . What are software-as-a-service companies and why are their shares getting pummeled? Software-as-a-service companies charge customers for applications that they access through the internet, usually through a web browser. SaaS vendors typically charge recurring fees for that access as opposed to employing the traditional approach of selling licenses. In return, their customers get the benefits of regular maintenance, upgrades, new features and patches. The SaaS model has been embraced by software developers including Microsoft Corp. , Salesforce Inc. and Adobe Inc. and generated well over $400 billion in cloud spending in 2023 alone. But recently, warnings increased that AI tools posed a threat to the SaaS business model, weighing on the companies’ stock performance. In late January, the pressure from AI accelerated after Anthropic introduced a series of plug-i...
Image source: The Motley Fool. Wednesday, February 4, 2026 at 5:00 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Latvir Lambda Chief Financial and Administrative Officer — Harpreet Rana Managing Director, ICR — Garrett Edson Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Income -- $12.9 million for the quarter, representing a 33% increase year ov...
Image source: The Motley Fool. Wednesday, February 4, 2026 at 5:00 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Latvir Lambda Chief Financial and Administrative Officer — Harpreet Rana Managing Director, ICR — Garrett Edson Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Income -- $12.9 million for the quarter, representing a 33% increase year over year and $1.30 in diluted earnings per share. -- $12.9 million for the quarter, representing a 33% increase year over year and $1.30 in diluted earnings per share. Full-Year Net Income -- $44.4 million, up 8%, landing toward the higher end of management's stated guidance. -- $44.4 million, up 8%, landing toward the higher end of management's stated guidance. Net Receivables Growth -- Ending net receivables rose by $248 million, or 13%, reaching the previously guided minimum of 10% annual growth. -- Ending net receivables rose by $248 million, or 13%, reaching the previously guided minimum of 10% annual growth. Loan Portfolio Size -- Total loan portfolio reached $2.1 billion at year-end. -- Total loan portfolio reached $2.1 billion at year-end. Originations -- Fourth-quarter originations totaled $537 million, a 13% increase year over year and a new record level. -- Fourth-quarter originations totaled $537 million, a 13% increase year over year and a new record level. Full-Year Originations -- Originations reached $2 billion, marking a 19% increase. -- Originations reached $2 billion, marking a 19% increase. Credit Performance -- The 30-plus day delinquency rate improved by 20 basis points to 7.5%, reflecting actions taken to tighten credit and improved analytics. -- The 30-plus day delinquency rate improved by 20 basis points to 7.5%, reflecting actions taken to tighten credit and improved analytics. Net Credit Loss Rate -- Adjusted annualized net credit loss rate improved 30 basis points for the quarter and 70 basis points for the year, after adjustments for previous dis...
QUALCOMM (NASDAQ:QCOM - Get Free Report) issued an update on its second quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 2.450-2.650 for the period, compared to the consensus earnings per share estimate of 2.660. The company issued revenue guidance of $10.2 billion-$11.0 billion, compared to the consensus revenue estimate of $11.1 billion. Ge...
QUALCOMM (NASDAQ:QCOM - Get Free Report) issued an update on its second quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 2.450-2.650 for the period, compared to the consensus earnings per share estimate of 2.660. The company issued revenue guidance of $10.2 billion-$11.0 billion, compared to the consensus revenue estimate of $11.1 billion. Get QUALCOMM alerts: Sign Up QUALCOMM Stock Performance Shares of QUALCOMM stock traded up $1.71 during trading on Wednesday, reaching $148.89. The company's stock had a trading volume of 18,753,127 shares, compared to its average volume of 9,825,023. The company has a debt-to-equity ratio of 0.70, a quick ratio of 2.10 and a current ratio of 2.82. The business's fifty day moving average price is $168.65 and its 200-day moving average price is $165.38. The firm has a market cap of $159.02 billion, a price-to-earnings ratio of 30.45, a price-to-earnings-growth ratio of 3.41 and a beta of 1.22. QUALCOMM has a one year low of $120.80 and a one year high of $205.95. QUALCOMM (NASDAQ:QCOM - Get Free Report) last announced its earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share for the quarter, beating the consensus estimate of $3.38 by $0.12. The firm had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.16 billion. QUALCOMM had a return on equity of 43.22% and a net margin of 12.51%.QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. As a group, equities research analysts predict that QUALCOMM will post 9.39 earnings per share for the current year. QUALCOMM Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th will be given a $0.89 dividend. This represents a $3.56 annualized dividend and a yield of 2.4%. The ex-dividend date is Thursday, March 5th. QUALCOMM's dividen...
Image source: The Motley Fool. Feb. 4, 2026, 4:30 p.m. ET Call participants Co-Chief Executive Officer — Stephen Vintz Co-Chief Executive Officer — Mark Thurmond Chief Financial Officer — Matthew Brown Chief Technology Officer — Vlad Krasinski Vice President, Investor Relations — Erin Karney Takeaways Revenue -- $260.5 million, up 10.5% year over year, with full-year growth of 11%. -- $260.5 milli...
Image source: The Motley Fool. Feb. 4, 2026, 4:30 p.m. ET Call participants Co-Chief Executive Officer — Stephen Vintz Co-Chief Executive Officer — Mark Thurmond Chief Financial Officer — Matthew Brown Chief Technology Officer — Vlad Krasinski Vice President, Investor Relations — Erin Karney Takeaways Revenue -- $260.5 million, up 10.5% year over year, with full-year growth of 11%. -- $260.5 million, up 10.5% year over year, with full-year growth of 11%. Tenable One share -- 46% of new and expansion business derived from the Tenable One platform, a record high. -- 46% of new and expansion business derived from the Tenable One platform, a record high. Enterprise customer growth -- Added 502 new customers in the quarter; platform customer additions exceeded 500, marking the best result in two years. -- Added 502 new customers in the quarter; platform customer additions exceeded 500, marking the best result in two years. Calculated current billings (CCB) -- $327.8 million, up 8.5% year over year; full-year CCB was $1.049 billion, up 8.2%. -- $327.8 million, up 8.5% year over year; full-year CCB was $1.049 billion, up 8.2%. Short-term remaining performance obligations (CRPO) -- Grew 13.3% year over year. -- Grew 13.3% year over year. Net dollar expansion rate -- 106%, above expectations; management expects stabilization at 105% for the first half of the year. -- 106%, above expectations; management expects stabilization at 105% for the first half of the year. Recurring revenue -- 96% of total for the year. -- 96% of total for the year. Non-GAAP gross margin -- 82.7% for the quarter, up from 81.7% in fiscal Q4 2024; full year at 82.1% versus 81.4% in prior year. -- 82.7% for the quarter, up from 81.7% in fiscal Q4 2024; full year at 82.1% versus 81.4% in prior year. Non-GAAP operating margin -- 24.4% for the quarter and 21.9% for the year, growing 140 basis points year over year. -- 24.4% for the quarter and 21.9% for the year, growing 140 basis points year over year. No...
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 4:30 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Joseph M. Hogan Chief Financial Officer — John F. Morici Vice President, Corporate Communications and Investor Relations — Shirley Stacy TAKEAWAYS Total Revenue -- $1.05 billion, up 5.3% year over year and 5.2% sequentially, reaching a quarterly record. -- $1.05 billion,...
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 4:30 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Joseph M. Hogan Chief Financial Officer — John F. Morici Vice President, Corporate Communications and Investor Relations — Shirley Stacy TAKEAWAYS Total Revenue -- $1.05 billion, up 5.3% year over year and 5.2% sequentially, reaching a quarterly record. -- $1.05 billion, up 5.3% year over year and 5.2% sequentially, reaching a quarterly record. Clear Aligner Revenue -- $838.1 million, up 5.5% year over year and 4% sequentially, with record quarterly volume of 677,000 cases, which is up 7.7% year over year and 4.5% sequentially. -- $838.1 million, up 5.5% year over year and 4% sequentially, with record quarterly volume of 677,000 cases, which is up 7.7% year over year and 4.5% sequentially. Systems and Services Revenue -- $209.4 million in the quarter, up 4.2% year over year and 10.3% sequentially, driven by higher scanner sales and increased adoption of the iTero Lumina scanner. -- $209.4 million in the quarter, up 4.2% year over year and 10.3% sequentially, driven by higher scanner sales and increased adoption of the iTero Lumina scanner. Clear Aligner Volume -- Full-year fiscal 2025 volume was 2.6 million cases, up 4.7% year over year; 936,000 teens and kids started treatment in the year, up 7.8% year over year. -- Full-year fiscal 2025 volume was 2.6 million cases, up 4.7% year over year; 936,000 teens and kids started treatment in the year, up 7.8% year over year. Non-GAAP Operating Margin -- 26.1% in the fourth quarter, up 2.3 points sequentially and 3 points year over year; full-year non-GAAP operating margin was 22.7%, above the company's outlook. -- 26.1% in the fourth quarter, up 2.3 points sequentially and 3 points year over year; full-year non-GAAP operating margin was 22.7%, above the company's outlook. Gross Margin -- Overall 65.3% for the quarter (up 1.1 points sequentially, down 4.8 points year over year); non-GAAP gross mar...
Google’s AI chatbot Gemini has surpassed 750 million monthly active users (MAUs), according to the company’s fourth-quarter 2025 earnings. This figure illustrates the rapid consumer adoption of Gemini, which has quickly become a prominent player in the AI space. Last quarter, Google reported 650 million monthly active users for Gemini, indicating substantial growth in a short period. In comparison...
Google’s AI chatbot Gemini has surpassed 750 million monthly active users (MAUs), according to the company’s fourth-quarter 2025 earnings. This figure illustrates the rapid consumer adoption of Gemini, which has quickly become a prominent player in the AI space. Last quarter, Google reported 650 million monthly active users for Gemini, indicating substantial growth in a short period. In comparison, Meta AI has reported nearly 500 million monthly users. However, while Gemini is gaining traction, it still trails behind its biggest rival, ChatGPT, which around 810 million MAUs in late 2025. The recently revealed number comes on the heels of the launch of Gemini 3, which showcases the company’s most advanced model yet, providing responses that the company claims exhibit an unprecedented level of depth and nuance. CEO Sundar Pichai highlighted that the introduction of Gemini 3 in AI mode was a “positive driver” for the company’s growth and emphasized that continued investment and iteration will maintain this momentum. Google recently rolled out a more affordable plan, the Google AI Plus, priced at $7.99 per month. The plan is expected to drive further growth by appealing to budget-conscious consumers, although it was made available too recently to have any influence on the quarterly figures. “We are focused on a free tier and subscriptions and seeing great growth,” Philipp Schindler, Google’s chief business officer, said during the call to investors. Gemini’s growth is particularly notable given Alphabet’s overall financial performance. The company has surpassed $400 billion in annual revenue for the first time this quarter. Google attributes the achievement to the expansion of its AI division, which has seen increased demand. Recently, Google introduced the latest generation of its TPU AI accelerator chip, called Ironwood, to compete with Nvidia. Techcrunch event TechCrunch Founder Summit 2026: Tickets Live On June 23 in Boston, more than 1,100 founders come together at...
Don't fall for the classic yield trap. The Nasdaq-100 tracks the 100 largest non-financial companies on the Nasdaq stock exchange. It's not known for dividend stocks because most of its companies are in the tech sector, but it does have some solid dividend options. As of the beginning of February, all three of the Nasdaq-100's highest-yielding stocks had a yield over 4.1%. High yields don't always...
Don't fall for the classic yield trap. The Nasdaq-100 tracks the 100 largest non-financial companies on the Nasdaq stock exchange. It's not known for dividend stocks because most of its companies are in the tech sector, but it does have some solid dividend options. As of the beginning of February, all three of the Nasdaq-100's highest-yielding stocks had a yield over 4.1%. High yields don't always mean good investments, but sometimes they make being patient worth it. Let's take a look at whether the Nasdaq-100's highest-paying dividend stocks are worth buying to begin the month. Company Dividend Yield Kraft Heinz KHC +2.54% ) 6.74% Comcast CMCSA +2.49% ) 4.23% Paychex PAYX +1.38% ) 4.19% 1. Kraft Heinz With a yield of just over 6.7%, Kraft's stock looks attractive for income investors. The problem, though, is why its yield is so much higher: bad stock performance. The stock is down around 19% in the past 12 months (through Jan. 30). Kraft is one of the largest food and beverage comapnies in the country, but it has been in a rough patch for a while. Consumers are shying away from traditional packaged foods (like its iconic Mac & Cheese) and choosing cheaper alternatives. It also doesn't help that longtime Kraft shareholder Berkshire Hathaway may sell all its shares (27.5% stake). That's not exactly a stamp of confidence for a potential investor. Right now, I don't think Kraft is a buy. Expand NASDAQ : KHC Kraft Heinz Today's Change ( 2.54 %) $ 0.60 Current Price $ 24.48 Key Data Points Market Cap $28B Day's Range $ 23.94 - $ 24.73 52wk Range $ 21.98 - $ 33.35 Volume 691K Avg Vol 15M Gross Margin 33.83 % Dividend Yield 6.70 % 2. Comcast Comcast recently spun off its cable networks (such as CNBA, MSNBC, and USA) into a company called Versant Media Group. It did so to focus on its three money-making businesses: broadband internet, the Peacock streaming service, and theme parks. You might not have thought of theme parks, but it's a pretty lucrative business for Comcast. ...
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Jerome Grant Chief Financial Officer — Bruce Schuman Senior Vice President, Investor Relations — Matt Kempton TAKEAWAYS Revenue -- $220.8 million, up 9.6%, driven by $78 million at Concord (up 11.5%) and $142.8 million at the UTI division (up 8.6%). -- $220.8 million, up 9.6%, driven ...
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Jerome Grant Chief Financial Officer — Bruce Schuman Senior Vice President, Investor Relations — Matt Kempton TAKEAWAYS Revenue -- $220.8 million, up 9.6%, driven by $78 million at Concord (up 11.5%) and $142.8 million at the UTI division (up 8.6%). -- $220.8 million, up 9.6%, driven by $78 million at Concord (up 11.5%) and $142.8 million at the UTI division (up 8.6%). Baseline Adjusted EBITDA -- $34.7 million, including $7.6 million in growth investments; reported adjusted EBITDA was $27.1 million. -- $34.7 million, including $7.6 million in growth investments; reported adjusted EBITDA was $27.1 million. Net Income -- $12.8 million, equating to $0.23 per diluted share, with 55 million shares outstanding. -- $12.8 million, equating to $0.23 per diluted share, with 55 million shares outstanding. Average Full-Time Active Students -- Grew 7.2% to 26,858, with Concord division up 9.5% and UTI division up 5.7%. -- Grew 7.2% to 26,858, with Concord division up 9.5% and UTI division up 5.7%. New Student Starts -- Rose 2.6% to 5,449; management highlighted this as "in line with the outlook we shared last quarter." -- Rose 2.6% to 5,449; management highlighted this as "in line with the outlook we shared last quarter." Liquidity -- $233.2 million, consisting of $69.2 million in short-term investments and $70.4 million of undrawn revolving credit facility. -- $233.2 million, consisting of $69.2 million in short-term investments and $70.4 million of undrawn revolving credit facility. Capital Expenditures -- $24 million year-to-date, or 24% of planned $100 million full-year spend; $19 million of Q1 CapEx was growth-focused. -- $24 million year-to-date, or 24% of planned $100 million full-year spend; $19 million of Q1 CapEx was growth-focused. Guidance Reaffirmed -- Full-year revenue projected at $905 million to $915 million (approximately 9% growth at midpoint), bas...
Maskot/DigitalVision via Getty Images The way market forces are shaping up, 2026 could be a very volatile year, and one of the biggest losers is a group of stocks that many had thought to be immune to pessimism: software stocks. The selloff in software companies has reached an extreme, with many investors fearing that AI will encroach on core enterprise software apps and deliver huge blows to paid...
Maskot/DigitalVision via Getty Images The way market forces are shaping up, 2026 could be a very volatile year, and one of the biggest losers is a group of stocks that many had thought to be immune to pessimism: software stocks. The selloff in software companies has reached an extreme, with many investors fearing that AI will encroach on core enterprise software apps and deliver huge blows to paid seat counts. Intapp, Inc. ( INTA ), the vertical software company that serves banks, investment firms, and legal offices, has been one of the core decliners. The stock has wiped out two thirds of its market value over the last year, despite maintaining double-digit revenue growth and healthy profits. The company just reported a strong fiscal Q2 beat and raise, which yielded a ~20% drop post earnings. In my view, this selloff has gone too far. Data by YCharts I last wrote a buy article on Intapp in January , when the stock was trading near $38 per share. At a volatile market juncture, I think it’s more important than ever that we separate the desire to try to time our investments perfectly from making sound investments overall. Intapp has completely lost momentum: but a sober look at the stock reveals a vibrant business that is adding clients, expanding with existing ones, and boosting its bottom line. I see no red flags here, and I am reiterating my buy rating on the stock. As a reminder for investors who are newer to this stock, here is what I consider to be the long-term bull case for Intapp: Intapp serves a broad $46 billion TAM. The company’s current revenue run rate of below $0.6 billion is barely over 1% penetrated into the company’s overall total addressable market, indicating plenty of greenfield room for expansion. Recurring revenue base- Intapp generates nearly pure recurring revenue, and ARR is growing at north of a 20% pace. Cloud ARR is growing at an even faster +30% y/y pace. The large proportion of recurring revenue makes it unlikely that Intapp will see a l...
On Feb. 2, 2026, Sterling Investment Management, LLC disclosed a new position in Vanguard Institutional Index Funds - Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL) , acquiring 39,433 shares in an estimated $2.97 million trade based on quarterly average pricing. According to an SEC filing dated Feb. 2, 2026, Sterling Investment Management, LLC established a new position in Vanguard Institution...
On Feb. 2, 2026, Sterling Investment Management, LLC disclosed a new position in Vanguard Institutional Index Funds - Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL) , acquiring 39,433 shares in an estimated $2.97 million trade based on quarterly average pricing. According to an SEC filing dated Feb. 2, 2026, Sterling Investment Management, LLC established a new position in Vanguard Institutional Index Funds - Vanguard 0-3 Month Treasury Bill ETF, acquiring 39,433 shares during the fourth quarter of 2025. The transaction is estimated at $2.97 million based on the average price over the quarter. The quarter-end value of the position also stands at $2.97 million, reflecting both the purchase and subsequent price shifts. Vanguard 0-3 Month Treasury Bill ETF provides investors with a low-risk vehicle for short-term capital allocation by tracking an index of high-quality U.S. Treasury bills. The fund's strategy emphasizes liquidity and principal stability through a diversified portfolio of short-maturity government securities. Its competitive advantage lies in its disciplined sampling approach and its focus on minimizing interest-rate risk for conservative investors. Continue reading
Analog chipmaker SiTime Corp. has agreed to acquire Renesas Electronics Corp. ’s timing unit in a cash-and-stock transaction valued at about $2.9 billion. SiTime said in a joint statement with Renesas that it’s buying the business for $1.5 billion in cash and 4.13 million of its shares, which closed Wednesday at $347.96 apiece. SiTime is funding the cash portion with cash on hand and $900 million ...
Analog chipmaker SiTime Corp. has agreed to acquire Renesas Electronics Corp. ’s timing unit in a cash-and-stock transaction valued at about $2.9 billion. SiTime said in a joint statement with Renesas that it’s buying the business for $1.5 billion in cash and 4.13 million of its shares, which closed Wednesday at $347.96 apiece. SiTime is funding the cash portion with cash on hand and $900 million in a fully committed debt financing from Wells Fargo & Co. , according to the statement. The companies said that Renesas Chief Executive Officer Hidetoshi Shibata will join SiTime’s board after the transaction closes, which is expected by the end of the year. The statement confirmed an earlier report by Bloomberg News that the companies were nearing a deal. The Renesas division makes the clocks that synchronize signals in wireless infrastructure. Shares of Renesas have gained 27% in the past year in Tokyo, for a market capitalization of about ¥4.8 trillion ($31 billion). Shares of SiTime have surged 62% during the same period, giving it a market value of about $9.1 billion. Santa Clara, California-based SiTime specializes in silicon oscillators and resonators that keep complex circuits in sync inside artificial intelligence data centers. Nintendo Co. supplier MegaChips Corp. , based in Osaka, holds a stake in SiTime. The deal is SiTime’s largest acquisition to date, according to data compiled by Bloomberg. Selling the unit gives Renesas more funds to chase acquisitions in high-growth areas and move toward a platform-based business. The maker of automotive chips in 2024 bought US-based Altium Ltd., a provider of electronic design software, as part of a shift away from one-off product sales.
Earnings Call Insights: Vishay Intertechnology (VSH) Q4 2025 Management View Joel Smejkal, President, CEO & Director, reported fourth quarter revenue of $801 million, which was “slightly above the midpoint of our guidance of $790 million and 1.3% higher than the third quarter.” He attributed sequential growth to “a growing broad-based business in Industrial Power and AI-related power applications,...
Earnings Call Insights: Vishay Intertechnology (VSH) Q4 2025 Management View Joel Smejkal, President, CEO & Director, reported fourth quarter revenue of $801 million, which was “slightly above the midpoint of our guidance of $790 million and 1.3% higher than the third quarter.” He attributed sequential growth to “a growing broad-based business in Industrial Power and AI-related power applications,” with Asia leading revenue growth. Smejkal highlighted that “orders for the fourth quarter are at a 3-year high across all main product technologies, except capacitors, which reached their 3-year high already in Q2 of '25.” Smejkal stated that the company’s “order growth was broad-based in each region, each channel, each of our technologies and each of our growth end markets, Automotive, Industrial Power, Aerospace-Defense, AI Computing and Healthcare,” which represent about 95% of Vishay’s core business. He also noted, “fourth quarter backlog grew nearly 14% with both semis and passives contributing to the increase.” Smejkal detailed ongoing investments, saying, “Our work under Vishay 3.0 is becoming visible in our revenue generation… We are making it possible through our heavy investment over the past 3 years to expand capacity for our high-growth, high-profit products.” David McConnell, Executive VP & CFO, reported, “Fourth quarter revenue was $801 million, exceeding the midpoint of our guidance and increasing 1% sequentially… Gross profit was $157 million, resulting in a gross margin of 19.6%, modestly above both the midpoint of our guidance and the third quarter.” He added, “EBITDA for the quarter was $70 million for an EBITDA margin of 8.8%, down from 9.6% in the third quarter.” Outlook For the first quarter of 2026, McConnell guided, “revenues are expected to be between $800 million and $830 million.” He added, “We expect Asia revenue to be lower than Q4 due to the impact of the Lunar New Year with the Americas and Europe regions making up the difference.” Vishay ex...
Key Takeaways AMD CEO Lisa Su told CNBC Wednesday that demand for the company's chips is “on fire” and that she sees this as an "inflection year" for the company as it rolls out its next-generation products. Shares of AMD slumped Wednesday despite results that topped Wall Street's estimates. Investors dropped shares of Advanced Micro Devices after its latest earnings. Its CEO says they should be e...
Key Takeaways AMD CEO Lisa Su told CNBC Wednesday that demand for the company's chips is “on fire” and that she sees this as an "inflection year" for the company as it rolls out its next-generation products. Shares of AMD slumped Wednesday despite results that topped Wall Street's estimates. Investors dropped shares of Advanced Micro Devices after its latest earnings. Its CEO says they should be excited about what's ahead this year. Shares of AMD (AMD), regarded by some as a top alternative to AI chip leader Nvidia (NVDA), plunged over 17% Wednesday, leaving them in the red year-to-date despite quarterly earnings that topped Wall Street estimates. Analysts said lofty expectations, along with concerns that a surprise boost from China sales may have helped smooth over softer growth elsewhere, and uncertainty about the competitiveness of its next generation of products, weighed on sentiment. Lisa Su, however, is upbeat. Why This Is Significant AMD, long seen as a second fiddle to chip industry leader Nvidia, could face a big test this year with its latest AI products set to launch in the second half. She told CNBC in a televised interview Wednesday that demand for its chips is “on fire” with the results showing “strength across the entire business.” The CEO also said she sees 2026 as a “big inflection year” for the company, as it prepares to roll out its next generation of AI chips in the second half. Revenue from AMD's MI450, designed to compete with Nvidia’s Rubin chips, is expected to start contributing to AMD’s revenue in the third quarter, Su told investors during a conference call Tuesday, according to a transcript provided by AlphaSense. Su, who told CNBC that AI is “accelerating at a pace I would not have imagined,” projected that AMD's data center segment—responsible for the bulk of its revenue—could rise more than 60% annually over the next three to five years as the industry grows. AMD's shares finished the day around $200 apiece, dropping further below Wall...
Key Takeaways AMD CEO Lisa Su told CNBC Wednesday that demand for the company's chips is “on fire” and that she sees this as an "inflection year" for the company as it rolls out its next-generation products. Shares of AMD slumped Wednesday despite results that topped Wall Street's estimates. Investors dropped shares of Advanced Micro Devices after its latest earnings. Its CEO says they should be e...
Key Takeaways AMD CEO Lisa Su told CNBC Wednesday that demand for the company's chips is “on fire” and that she sees this as an "inflection year" for the company as it rolls out its next-generation products. Shares of AMD slumped Wednesday despite results that topped Wall Street's estimates. Investors dropped shares of Advanced Micro Devices after its latest earnings. Its CEO says they should be excited about what's ahead this year. Shares of AMD (AMD), regarded by some as a top alternative to AI chip leader Nvidia (NVDA), plunged over 17% Wednesday, leaving them in the red year-to-date despite quarterly earnings that topped Wall Street estimates. Analysts said lofty expectations, along with concerns that a surprise boost from China sales may have helped smooth over softer growth elsewhere, and uncertainty about the competitiveness of its next generation of products, weighed on sentiment. Lisa Su, however, is upbeat. Why This Is Significant AMD, long seen as a second fiddle to chip industry leader Nvidia, could face a big test this year with its latest AI products set to launch in the second half. She told CNBC in a televised interview Wednesday that demand for its chips is “on fire” with the results showing “strength across the entire business.” The CEO also said she sees 2026 as a “big inflection year” for the company, as it prepares to roll out its next generation of AI chips in the second half. Revenue from AMD's MI450, designed to compete with Nvidia’s Rubin chips, is expected to start contributing to AMD’s revenue in the third quarter, Su told investors during a conference call Tuesday, according to a transcript provided by AlphaSense. Su, who told CNBC that AI is “accelerating at a pace I would not have imagined,” projected that AMD's data center segment—responsible for the bulk of its revenue—could rise more than 60% annually over the next three to five years as the industry grows. AMD's shares finished the day around $200 apiece, dropping further below Wall...
Investing.com -- Nvidia is negotiating with the U.S. government regarding license terms to ship its H200 AI chips to companies in China, according to a Reuters report late Wednesday. The Trump administration reportedly indicated about two weeks ago it would approve a license allowing China's ByteDance to purchase Nvidia's H200 chips. However, Nvidia has not yet accepted certain U.S. government con...
Investing.com -- Nvidia is negotiating with the U.S. government regarding license terms to ship its H200 AI chips to companies in China, according to a Reuters report late Wednesday. The Trump administration reportedly indicated about two weeks ago it would approve a license allowing China's ByteDance to purchase Nvidia's H200 chips. However, Nvidia has not yet accepted certain U.S. government conditions, including Know-Your-Customer (KYC) requirements designed to prevent China's military from accessing the chips. In a statement quoted by Reuters, Nvidia explained its position as an intermediary between the U.S. government and potential customers who would need to comply with U.S. restrictions. "We aren't able to accept or reject license conditions on our own," a company spokesperson said. "Although KYC is important, KYC is not the issue. For American industry to make any sales, the conditions need to be commercially practical, else the market will continue to move to foreign alternatives." The U.S. is expected to eventually allow Nvidia to sell H200s and similar chips from AMD to China, as President Donald Trump has personally approved these sales, once national security concerns are addressed. Related articles Nvidia and Trump admin yet to agree on terms of H200 sales to TikTok Goldman expects lower but still attractive stock market returns in 2026 Wolfe Research outlines eight risks that could spark stock declines in 2026
Key Points UnitedHealth's earnings plummeted 41% last year. The company expects a modest improvement in earnings this year, but its cash flow is projected to decline. The stock has been crashing in recent years, resulting in a higher-than-typical yield for investors. 10 stocks we like better than UnitedHealth Group › If you're investing in a dividend stock, it's important to track its performance ...
Key Points UnitedHealth's earnings plummeted 41% last year. The company expects a modest improvement in earnings this year, but its cash flow is projected to decline. The stock has been crashing in recent years, resulting in a higher-than-typical yield for investors. 10 stocks we like better than UnitedHealth Group › If you're investing in a dividend stock, it's important to track its performance to see if there are any warning signs that might affect its ability to pay its current rate of dividends in the future. It's those early signs that can save you from a huge disappointment later on. One stock investors have been worried about these days is UnitedHealth Group (NYSE: UNH). While it's a top health insurer in the country, rising medical costs have been weighing on its financials, and the stock price has been declining. However, with a dividend yield of 3%, it may be an enticing option for income-seeking investors, especially when you consider that the S&P 500's average yield is just 1.1%. 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 » But with UnitedHealth's recent earnings numbers not looking all that strong of late, the big question is whether that dividend is really safe. Let's take a closer look. UnitedHealth's earnings from operations declined by 41% in 2025 Last week, UnitedHealth posted its year-end earnings numbers, and they weren't great. While revenue of $447.6 billion rose by 12% year over year, its earnings from operations were down by 41%, totaling just under $19 billion. There was a lot of noise on its financials, however, as the company incurred expenses related to restructuring efforts, workforce reductions, and a previous cyberattack. The bigger concern is that the healthcare company has been battling rising medical costs, and that has made investors think twice about owning the stock. Looking ahead, the company's guidance calls for earnings from operations t...
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 4:30 p.m. ET Call participants Chief Executive Officer — Tarang Amin Chief Financial Officer — Mandy Fields Takeaways Net sales growth -- 38% increase, with Rhode acquisition contributing $128 million, representing approximately 36 percentage points of growth. -- 38% increase, with Rhode acquisition contributing $128 million, representing a...
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 4:30 p.m. ET Call participants Chief Executive Officer — Tarang Amin Chief Financial Officer — Mandy Fields Takeaways Net sales growth -- 38% increase, with Rhode acquisition contributing $128 million, representing approximately 36 percentage points of growth. -- 38% increase, with Rhode acquisition contributing $128 million, representing approximately 36 percentage points of growth. Adjusted EBITDA -- $123 million for the quarter, up 79% from the prior year. -- $123 million for the quarter, up 79% from the prior year. Adjusted net income -- $74 million, or $1.24 per diluted share, compared to $43 million, or $0.74 per diluted share, last year. -- $74 million, or $1.24 per diluted share, compared to $43 million, or $0.74 per diluted share, last year. Gross margin -- 71%, down approximately 30 basis points year over year, up 200 basis points sequentially from Q2, reflecting tariff impacts partially offset by pricing and mix. -- 71%, down approximately 30 basis points year over year, up 200 basis points sequentially from Q2, reflecting tariff impacts partially offset by pricing and mix. SG&A as % of sales -- Adjusted SG&A was 51%, reduced from 54% the previous year, aided by leveraged marketing and a shift of some SG&A expenses into Q4. -- Adjusted SG&A was 51%, reduced from 54% the previous year, aided by leveraged marketing and a shift of some SG&A expenses into Q4. Marketing spend -- 21% of net sales for the quarter, down from 27% the previous year; annual guidance remains at 24%-26% of net sales. -- 21% of net sales for the quarter, down from 27% the previous year; annual guidance remains at 24%-26% of net sales. U.S. vs. international sales growth -- Net sales in the U.S. grew 36%; international net sales rose 44%. -- Net sales in the U.S. grew 36%; international net sales rose 44%. Organic net sales -- Up approximately 2% year over year, with lower-than-expected results in the UK and Germany cited as driv...
(RTTNews) - WEX Inc. (WEX) reported earnings for its fourth quarter that Increases, from the same period last year The company's earnings came in at $84.3 million, or $2.41 per share. This compares with $63.9 million, or $1.60 per share, last year. Excluding items, WEX Inc. reported adjusted earnings of $143.7 million or $4.11 per share for the period. The company's revenue for the period rose 5.7...
(RTTNews) - WEX Inc. (WEX) reported earnings for its fourth quarter that Increases, from the same period last year The company's earnings came in at $84.3 million, or $2.41 per share. This compares with $63.9 million, or $1.60 per share, last year. Excluding items, WEX Inc. reported adjusted earnings of $143.7 million or $4.11 per share for the period. The company's revenue for the period rose 5.7% to $672.9 million from $636.5 million last year. WEX Inc. earnings at a glance (GAAP) : -Earnings: $84.3 Mln. vs. $63.9 Mln. last year. -EPS: $2.41 vs. $1.60 last year. -Revenue: $672.9 Mln vs. $636.5 Mln last year. -Guidance: Next quarter EPS guidance: $ 3.80 To $ 4.00 Next quarter revenue guidance: $ 650 M To $ 670 M The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.