Shares in TSMC (2330.TW), the world's largest contract chipmaker, popped 3.6% on Tuesday following the release of its latest sales figures. TSMC posted net revenue of TWD 401.26 billion (£9.3bn) for January, up nearly 20% from TWD 335 billion in December and nearly 37% higher than the TWD 293.3 billion reported for the same month last year. Matt Britzman, senior equity analyst at Hargreaves Lansdo...
Shares in TSMC (2330.TW), the world's largest contract chipmaker, popped 3.6% on Tuesday following the release of its latest sales figures. TSMC posted net revenue of TWD 401.26 billion (£9.3bn) for January, up nearly 20% from TWD 335 billion in December and nearly 37% higher than the TWD 293.3 billion reported for the same month last year. Matt Britzman, senior equity analyst at Hargreaves Lansdown, said: "TSMC’s January sales figures were strikingly strong, pointing to accelerating momentum in the AI hardware buildout and offering a clear positive read-across for Nvidia (NVDA). Read more: Stocks up as Starmer shores up position as PM He said that revenue was well above seasonal norms, with first-quarter sales now tracking ahead of market expectations. "That strength is consistent with robust demand for AI servers and faster build rates, reinforcing confidence in Nvidia’s near-term outlook ahead of its late‑February results," Britzman said. "Set against already eye-catching capital spending plans from mega-cap technology firms, there’s no shortage of evidence that Nvidia’s earnings trajectory remains exceptionally strong." Oracle (ORCL) Another tech company in the spotlight on Tuesday was Oracle (ORCL), after share jumped 9.6% in the previous session, on the back of an analyst rating upgrade. Oracle shares were up a further 1.7% in pre-market trading on Tuesday morning, after DA Davidson upgraded its rating on the stock to "buy" from "neutral". DA Davidson head of technology research Gil Luria told Yahoo Finance on Monday: "Oracle went from trading at $345 on 11 September, which was a 45 times earnings multiple to $143 as of Friday, which is an 18 times earnings multiple. "So, what the market did is say, not only are we not going to give you ... the credit for Oracle Cloud and the OpenAI business, we're going to actually ding you," he said. "We're going to penalise you for having a relationship with OpenAI and we think that's taking it too far." Luria highlighted t...
Trump takes aim at Colorado, a state that didn't vote for him Colorado's Democratic leaders say President Trump is on a political retribution campaign against their state and the fallout will be rural communities on everything from water to planning for disasters. News Trump takes aim at Colorado, a state that didn't vote for him Colorado's Democratic leaders say President Trump is on a political ...
Trump takes aim at Colorado, a state that didn't vote for him Colorado's Democratic leaders say President Trump is on a political retribution campaign against their state and the fallout will be rural communities on everything from water to planning for disasters. News Trump takes aim at Colorado, a state that didn't vote for him Colorado's Democratic leaders say President Trump is on a political retribution campaign against their state and the fallout will be rural communities on everything from water to planning for disasters. Sponsor Message Sponsor Message
BP PLC A BP Plc company logo stands illuminated on a sign on the forecourt of a gas station in London, U.K., on Tuesday, Jan. 14, 2014. Photographer Matthew Lloyd/Bloomberg
BP PLC A BP Plc company logo stands illuminated on a sign on the forecourt of a gas station in London, U.K., on Tuesday, Jan. 14, 2014. Photographer Matthew Lloyd/Bloomberg
Palantir remains a lightning rod with growth-hungry bulls viewing the stock differently than valuation-wary bears. Charles Dickens opened his novel A Tale of Two Cities with a classic line, "It was the best of times; it was the worst of times." Last week was downright Dickensian for Palantir Technologies (PLTR +5.16%). The artificial intelligence (AI) software company reported mind-boggling four-q...
Palantir remains a lightning rod with growth-hungry bulls viewing the stock differently than valuation-wary bears. Charles Dickens opened his novel A Tale of Two Cities with a classic line, "It was the best of times; it was the worst of times." Last week was downright Dickensian for Palantir Technologies (PLTR +5.16%). The artificial intelligence (AI) software company reported mind-boggling four-quarter results following the market close on Monday, Feb. 2, 2026. By the end of the week, though, Palantir's stock was down roughly 8%. A whopping $28 billion in market cap evaporated. Investors now have a key question to answer: Should you buy Palantir stock hand over fist after its steep sell-off? Expand NASDAQ : PLTR Palantir Technologies Today's Change ( 5.16 %) $ 7.01 Current Price $ 142.91 Key Data Points Market Cap $341B Day's Range $ 134.78 - $ 145.87 52wk Range $ 66.12 - $ 207.52 Volume 114K Avg Vol 46M Gross Margin 82.37 % The bull case: Palantir continues to fire on all cylinders I think the bull case for Palantir is obvious. The company continues to fire on all cylinders. Its Q4 update seemed to indisputably confirm this premise. Palantir reported total year-over-year revenue growth of 70% in Q4. Revenue jumped 19% sequentially. While growth was across the board, the U.S. commercial segment stood out, with revenue soaring 137% year over year. The company closed 61 deals of at least $10 million in its recent quarter. It closed 180 deals of at least $1 million. Palantir's customer count increased 34% year over year. What about the bottom line? Palantir's earnings skyrocketed 7.7x year over year to $608.7 million. The AI software leader's Q4 adjusted earnings per share (EPS) of $0.25 easily beat the Wall Street consensus EPS estimate of $0.23. Palantir's future also looks bright. The company's guidance for 2026 projects year-over-year revenue growth of 61%. Chief Revenue Officer Ryan Taylor said in the Q4 earnings call, "We're entering 2026 with an extremely stron...
Palantir remains a lightning rod with growth-hungry bulls viewing the stock differently than valuation-wary bears. Charles Dickens opened his novel A Tale of Two Cities with a classic line, "It was the best of times; it was the worst of times." Last week was downright Dickensian for Palantir Technologies (PLTR +5.37%). The artificial intelligence (AI) software company reported mind-boggling four-q...
Palantir remains a lightning rod with growth-hungry bulls viewing the stock differently than valuation-wary bears. Charles Dickens opened his novel A Tale of Two Cities with a classic line, "It was the best of times; it was the worst of times." Last week was downright Dickensian for Palantir Technologies (PLTR +5.37%). The artificial intelligence (AI) software company reported mind-boggling four-quarter results following the market close on Monday, Feb. 2, 2026. By the end of the week, though, Palantir's stock was down roughly 8%. A whopping $28 billion in market cap evaporated. Investors now have a key question to answer: Should you buy Palantir stock hand over fist after its steep sell-off? Expand NASDAQ : PLTR Palantir Technologies Today's Change ( 5.37 %) $ 7.30 Current Price $ 143.20 Key Data Points Market Cap $341B Day's Range $ 134.80 - $ 145.87 52wk Range $ 66.12 - $ 207.52 Volume 2M Avg Vol 46M Gross Margin 82.37 % The bull case: Palantir continues to fire on all cylinders I think the bull case for Palantir is obvious. The company continues to fire on all cylinders. Its Q4 update seemed to indisputably confirm this premise. Palantir reported total year-over-year revenue growth of 70% in Q4. Revenue jumped 19% sequentially. While growth was across the board, the U.S. commercial segment stood out, with revenue soaring 137% year over year. The company closed 61 deals of at least $10 million in its recent quarter. It closed 180 deals of at least $1 million. Palantir's customer count increased 34% year over year. What about the bottom line? Palantir's earnings skyrocketed 7.7x year over year to $608.7 million. The AI software leader's Q4 adjusted earnings per share (EPS) of $0.25 easily beat the Wall Street consensus EPS estimate of $0.23. Palantir's future also looks bright. The company's guidance for 2026 projects year-over-year revenue growth of 61%. Chief Revenue Officer Ryan Taylor said in the Q4 earnings call, "We're entering 2026 with an extremely strong ...
Key Points Investors sold shares of chipmaker AMD following its fourth-quarter report last week. Its P/E ratio remains high, and its Q1 guidance came in slightly below some investors' expectations. The growth thesis that management outlined last fall appears to remain intact. 10 stocks we like better than Advanced Micro Devices › Experienced traders know that stocks often face irrational levels of...
Key Points Investors sold shares of chipmaker AMD following its fourth-quarter report last week. Its P/E ratio remains high, and its Q1 guidance came in slightly below some investors' expectations. The growth thesis that management outlined last fall appears to remain intact. 10 stocks we like better than Advanced Micro Devices › Experienced traders know that stocks often face irrational levels of negativity over mildly disappointing news. This was the case for Advanced Micro Devices (NASDAQ: AMD) following its fourth-quarter report. After management gave slightly lower revenue guidance than some in the market expected, the stock fell 17% on Feb. 4 -- the day after the announcement -- and continued its slide in the Feb. 5 trading session. Fortunately, such sell-offs can also draw the interest of bargain hunters. The chip stock has already rebounded a bit from that slump, and once more investors take the time to put AMD's earnings report into perspective, it could more than recover. 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 » AMD after earnings Objectively speaking, AMD's Q4 and 2025 numbers were solid. For the year, revenue rose 34% to $34.6 billion. This growth came primarily from its data center and client and gaming segments; its embedded business expanded at a more modest rate. Additionally, its costs and expenses grew more slowly than revenue, and AMD also received an income tax benefit. The performance of its investments helped boost its net income to $4.3 billion, far above the $1.6 billion earned in 2024. Despite those improvements, AMD guided for Q1 revenue ranging from $9.5 billion to $10.1 billion. But some analysts had been predicting even stronger results, and that may have prompted the sell-off. Also, valuations appear high, as the P/E ratio is 76 despite the recent selling. Why AMD could recover quickly However, the chipmaker's...