Advanced Micro Devices (AMD) Shares in chipmaker Advanced Micro Devices (AMD) were down 6.3% in pre-market trading on Wednesday, despite the company reporting earnings that beat estimates. In results released after the market close on Tuesday, AMD (AMD) posted earnings per share (EPS) of $1.53 on revenue of $10.3bn (£7.5bn). Wall Street was expecting EPS of $1.32 on revenue of $9.6bn, according to...
Advanced Micro Devices (AMD) Shares in chipmaker Advanced Micro Devices (AMD) were down 6.3% in pre-market trading on Wednesday, despite the company reporting earnings that beat estimates. In results released after the market close on Tuesday, AMD (AMD) posted earnings per share (EPS) of $1.53 on revenue of $10.3bn (£7.5bn). Wall Street was expecting EPS of $1.32 on revenue of $9.6bn, according to Bloomberg analyst consensus estimates. For the first quarter, AMD (AMD) said it expected revenue to be between $9.5bn and $10.1bn, which was also better than expectations for $9.4bn. Read more: Stocks to watch this week: Alphabet, Amazon, Palantir, Novo Nordisk and Shell In terms of market reaction to the results, Benchmark Company managing director and senior semiconductor research analyst Cody Acree told Yahoo Finance on Tuesday that he believed "it's just a matter of heightened expectations, especially after Intel missed so badly on their outlook and they were supply constrained." "The expectation was that AMD was just going to be killing it on market share gains and I think they are," he said. "I think they're upside on data centre by nearly $500m and data centre shows continued strength and share gains." Super Micro Computer (SMCI) Another major tech name in focus on Wednesday morning is Super Micro Computer (SMCI), with shares surging nearly 12% on the back of its latest results. In its second fiscal quarter results, also released on Tuesday, the server maker reported net sales of $12.68bn. That was up from $5.68bn for the same period last year and was higher than analysts' average estimate of $10.23bn, according to data compiled by LSEG reported by Reuters. The company reported diluted net income per share of $0.60, up from $0.51 a year earlier. For the third quarter, SMCI (SMCI) said it expected to report net sales of at least $12.3bn. The company also raised its outlook for the year, saying it now expected net sales to be at least $40bn, up from previous guidance ...
Advanced Micro Devices (AMD) Shares in chipmaker Advanced Micro Devices (AMD) were down 6.3% in pre-market trading on Wednesday, despite the company reporting earnings that beat estimates. In results released after the market close on Tuesday, AMD (AMD) posted earnings per share (EPS) of $1.53 on revenue of $10.3bn (£7.5bn). Wall Street was expecting EPS of $1.32 on revenue of $9.6bn, according to...
Advanced Micro Devices (AMD) Shares in chipmaker Advanced Micro Devices (AMD) were down 6.3% in pre-market trading on Wednesday, despite the company reporting earnings that beat estimates. In results released after the market close on Tuesday, AMD (AMD) posted earnings per share (EPS) of $1.53 on revenue of $10.3bn (£7.5bn). Wall Street was expecting EPS of $1.32 on revenue of $9.6bn, according to Bloomberg analyst consensus estimates. For the first quarter, AMD (AMD) said it expected revenue to be between $9.5bn and $10.1bn, which was also better than expectations for $9.4bn. Read more: Stocks to watch this week: Alphabet, Amazon, Palantir, Novo Nordisk and Shell In terms of market reaction to the results, Benchmark Company managing director and senior semiconductor research analyst Cody Acree told Yahoo Finance on Tuesday that he believed "it's just a matter of heightened expectations, especially after Intel missed so badly on their outlook and they were supply constrained." "The expectation was that AMD was just going to be killing it on market share gains and I think they are," he said. "I think they're upside on data centre by nearly $500m and data centre shows continued strength and share gains." Super Micro Computer (SMCI) Another major tech name in focus on Wednesday morning is Super Micro Computer (SMCI), with shares surging nearly 12% on the back of its latest results. In its second fiscal quarter results, also released on Tuesday, the server maker reported net sales of $12.68bn. That was up from $5.68bn for the same period last year and was higher than analysts' average estimate of $10.23bn, according to data compiled by LSEG reported by Reuters. The company reported diluted net income per share of $0.60, up from $0.51 a year earlier. For the third quarter, SMCI (SMCI) said it expected to report net sales of at least $12.3bn. The company also raised its outlook for the year, saying it now expected net sales to be at least $40bn, up from previous guidance ...
Israel's military said it happened after "terrorists" opened fire in the north of the Strip, seriously wounding a soldier during an operation near the Yellow Line, which marks territory controlled by Israel under the three-month-old ceasefire agreement with Hamas.
Israel's military said it happened after "terrorists" opened fire in the north of the Strip, seriously wounding a soldier during an operation near the Yellow Line, which marks territory controlled by Israel under the three-month-old ceasefire agreement with Hamas.
bgwalker/iStock Unreleased via Getty Images While digital-retail company (and many other things) Amazon ( AMZN ) crossed the $1+ trillion mark a few years ago, it took until today for its biggest "physical" competitor - Walmart ( WMT ) - to do the same. Walmart has had an amazing run so far during the 2020s, with its market cap rising from a little more than $300 billion in early 2020 to more than...
bgwalker/iStock Unreleased via Getty Images While digital-retail company (and many other things) Amazon ( AMZN ) crossed the $1+ trillion mark a few years ago, it took until today for its biggest "physical" competitor - Walmart ( WMT ) - to do the same. Walmart has had an amazing run so far during the 2020s, with its market cap rising from a little more than $300 billion in early 2020 to more than $1 trillion today. Costco ( COST ) has seen huge gains during the 2020s as well, while another major player in the big box retail space - Target ( TGT ) - has gone in the opposite direction lately. Twenty years ago in early 2006, Walmart had a market cap of $189 billion, versus $48.3 billion for Target. Target's current market cap of $50.8 billion is just $2.5 billion more than it was twenty years ago, while WMT's market cap is up 433% to more than $1 trillion. While WMT was just 3.9x bigger than TGT twenty years ago, it's nearly 20x as big today. Walmart's run has been accompanied by EPS and revenue growth, but share price has definitely risen a lot more, causing multiple expansion. As a trillion-dollar company, Walmart also now trades at 49.3 times its trailing 12-month EPS. That sounds more like a high-growth Tech stock multiple rather than a big-box Consumer Staples stock. Target, in the meantime, has seen its P/E multiple fall down to just 14.9x, while COST's P/E of 53.2x is even higher than WMT's. Original Post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.
Key Points This company strengthened its AI program last year -- and the efforts might soon bear fruit. This player has already built a market-leading technology business. 10 stocks we like better than Meta Platforms › Stocks haven't been cheap in recent times, so you may not feel as if there are many "I have to buy this right now" opportunities. Especially in the world of artificial intelligence ...
Key Points This company strengthened its AI program last year -- and the efforts might soon bear fruit. This player has already built a market-leading technology business. 10 stocks we like better than Meta Platforms › Stocks haven't been cheap in recent times, so you may not feel as if there are many "I have to buy this right now" opportunities. Especially in the world of artificial intelligence (AI). Investors have rushed to get in on leaders in this high-potential field, as analysts predict the AI market may reach into the trillions of dollars in just a few years. Companies using, developing, or selling AI may generate significant revenue growth as this story unfolds, and early investors might score a victory too. But, if you haven't yet purchased AI stocks or wish you'd invested in more of them, don't worry. Major opportunities still exist, even against the generally high-valuation backdrop. Some players have plenty of room to run. Let's check out one in particular that offers you a once-in-a-decade investment opportunity right now. 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 » Dominance in social media The stock I'm talking about is one you might know well, but maybe not for its role in AI. Instead, you probably associate this company, Meta Platforms (NASDAQ: META), with social media. After all, it's the owner of some of the world's most popular platforms, from Facebook to Instagram. About 3.5 billion people globally use at least one of Meta's social media apps daily. This has been the key to Meta's enormous revenue growth over the years. Advertisers pay to reach their desired audience across these popular apps. And now, thanks to Meta's latest focus, revenue may be on track to explode even higher over time. The company is investing heavily in AI, developing its own large language model and applying this and its research to improving its social media apps and revolutionizin...
British businesses grew at the fastest pace in 17 months in January, according to a closely watched survey, pointing to a turnaround in private sector activity. S&P Global’s purchasing managers’ index rose to 53.7, up from 51.4 the month before and above the crucial 50 threshold indicating growth. While slightly below the 53.9 flash estimate, it was the strongest reading since August 2024, just be...
British businesses grew at the fastest pace in 17 months in January, according to a closely watched survey, pointing to a turnaround in private sector activity. S&P Global’s purchasing managers’ index rose to 53.7, up from 51.4 the month before and above the crucial 50 threshold indicating growth. While slightly below the 53.9 flash estimate, it was the strongest reading since August 2024, just before the first tax rises of the new Labour government started denting sentiment. The report’s authors said the results “signalled stronger growth momentum across the UK private sector economy.” It added to evidence that firms are shaking off the impact of higher employment costs and greater global turbulence amid US President Donald Trump’s trade war. Businesses reported the sharpest increase in new work and the highest levels of optimism for the year ahead since September 2024. Services providers expanded at the fastest pace in five months thanks to an increase in new project starts and a recovery in investor sentiment after the November budget. Factories also grew in January, albeit at a slower pace than the powerhouse services sector. Across the private sector, firms are still facing headwinds from higher employment costs, with job losses accelerating in December. S&P’s survey also suggested that businesses are passing on some of the recent cost increases. Firms put up prices at a faster rate in January, despite a slight slowdown in input cost inflation.
Semiconductors and Artificial Intelligence Speaking at the World Economic Forum in Davos last month, U.S. Treasury Secretary Scott Bessent said that the “single biggest threat to the world economy, the single biggest point of failure” is that the vast majority of advanced chips are made in Taiwan. Taiwan and the U.S. announced a trade deal on January 15 that commits Taiwanese semiconductor and tec...
Semiconductors and Artificial Intelligence Speaking at the World Economic Forum in Davos last month, U.S. Treasury Secretary Scott Bessent said that the “single biggest threat to the world economy, the single biggest point of failure” is that the vast majority of advanced chips are made in Taiwan. Taiwan and the U.S. announced a trade deal on January 15 that commits Taiwanese semiconductor and technology companies to new, direct investments of at least $250 billion into the U.S.’s semiconductor manufacturing ecosystem in order to “drive a massive reshoring of America’s semiconductor sector,” according to a statement released by the U.S. Department of Commerce. This reportedly includes the $100 billion that TSMC already promised last year. Taiwan’s government will provide up to $250 billion in government-backed credit guarantees to support the investments. In exchange, the U.S. reduced tariffs on Taiwanese imports from 20% to 15%, the same rate given to Japan and South Korea last year. TSMC’s expansion abroad has stoked concerns in Taiwan about the hollowing out of its semiconductor industry and the weakening of the “silicon shield,” or the protection that Taiwan’s indispensability to the semiconductor supply chain arguably confers against Chinese aggression. In an interview with NewsNation in September, U.S. Commerce Secretary Howard Lutnick said that the Trump administration aims for the U.S. to be able to fulfill 40% of its chip demand through domestic manufacturing by the end of its term. The president of the Chung-Hua Institution for Economic Research, Lien Hsien-ming (連賢明), estimated that less than 15% of TSMC’s leading-edge capacity will be manufactured in the U.S. by that time. The same day that the trade deal was announced, Taiwan and Phoenix signed a memorandum of understanding to increase cooperation on start-up led innovation. The purpose of the agreement, called the “Taiwan-Phoenix Strategic Technology Partnership,” is to help U.S. companies tap into Tai...
As GamesBeat reported, AMD's CEO Lisa Su revealed some noteworthy details during the company's latest earnings call about two upcoming gaming devices, Valve's Steam Machine and Microsoft's next-generation Xbox, both of which are powered by AMD chips. "From a product standpoint, Valve is on track to begin shipping its AMD-powered Steam Machine early this year, and development of Microsoft's next-ge...
As GamesBeat reported, AMD's CEO Lisa Su revealed some noteworthy details during the company's latest earnings call about two upcoming gaming devices, Valve's Steam Machine and Microsoft's next-generation Xbox, both of which are powered by AMD chips. "From a product standpoint, Valve is on track to begin shipping its AMD-powered Steam Machine early this year, and development of Microsoft's next-gen Xbox featuring an AMD semi-custom SoC is progressing well to support a launch in 2027," said Lisa Su. Valve's Steam Machine already has a confirmed 2026 release window, though no further details have been announced. As for Xbox, there has been speculation that the next console could arrive around 2027-2028, but Lisa Su's wording doesn't confirm anything. It simply suggests that if Microsoft were to target a 2027 release, AMD would be prepared to support that request. In the past, Microsoft hinted that the next-generation Xbox might be a hybrid of a console and a PC, describing it as "a very premium, very high-end curated experience." For anyone following the industry closely, one thing is obvious: any upcoming video game consoles and similar devices are likely to be very, very expensive. Stay tuned and don't forget to subscribe to our Newsletter, join our 80 Level Talent platform, follow us on Twitter, LinkedIn, Telegram, and Instagram, where we share breakdowns, the latest news, awesome artworks, and more.
Valuation is one of the key differentiators between these two AI investment options. Over the past couple of years, Nvidia (NVDA 2.84%) and Palantir (PLTR +6.75%) have been among the hottest stocks on the market. Nvidia has grown to become the world's most valuable public company, and Palantir's market cap has jumped by more than 835%. Although both are some of the more popular artificial intellig...
Valuation is one of the key differentiators between these two AI investment options. Over the past couple of years, Nvidia (NVDA 2.84%) and Palantir (PLTR +6.75%) have been among the hottest stocks on the market. Nvidia has grown to become the world's most valuable public company, and Palantir's market cap has jumped by more than 835%. Although both are some of the more popular artificial intelligence (AI) stocks, their roles in that space are entirely different. It's not an apples-to-apples comparison, but if I had to pick one to invest in, the choice is clear. What does Nvidia do? Nvidia provides crucial hardware that makes training and running AI possible. Without products like its GPUs and other networking equipment, the AI sector wouldn't be anywhere near the scale it is today. That's why its valuation has flown higher during the AI boom. Its leadership position has also allowed it to increase its prices because demand for AI accelerators is far outpacing supply. Last quarter, Nvidia's data center revenue rose 66% year over year to $51.2 billion. Three years ago, its data center revenue was only $3.83 billion. Expand NASDAQ : NVDA Nvidia Today's Change ( -2.84 %) $ -5.27 Current Price $ 180.34 Key Data Points Market Cap $4.4T Day's Range $ 176.23 - $ 186.27 52wk Range $ 86.62 - $ 212.19 Volume 150K Avg Vol 182M Gross Margin 70.05 % Dividend Yield 0.02 % What does Palantir do? Palantir is an AI software company specializing in data analytics. It has been around since 2003, but its recent surge in popularity on Wall Street has a lot to do with how its business has been expanding. For much of its existence, Palantir's focus was largely on government contracts. Its largest clients include the Defense Department, the CIA, the FBI, and ICE. Today, the U.S. government is still its top client, but its U.S. commercial business has emerged as a legitimate growth area, and its demonstration that it can be more than just a government contractor has sparked a lot of investo...
Social Security benefits are generally the largest source of income for people aged 65 and older, according to the Social Security Administration. Therefore, the extent to which seniors understand the Social Security program can have a big impact on their living standards in retirement. Nationwide Retirement Institute recently reported that 44% of surveyed adults were unaware that, upon the death ...
Social Security benefits are generally the largest source of income for people aged 65 and older, according to the Social Security Administration. Therefore, the extent to which seniors understand the Social Security program can have a big impact on their living standards in retirement. Nationwide Retirement Institute recently reported that 44% of surveyed adults were unaware that, upon the death of a spouse, the bigger benefit would be inherited by the surviving spouse. Misunderstandings of that nature can lead to lost income. Read on to learn about retirement benefits and survivors benefits. How Social Security retirement benefits differ from survivors benefits Social Security benefits are broken into three categories: (1) retirement benefits, (2) survivors benefits, and (3) disability benefits. Retirement benefits covers two subcategories, retired-worker benefits and spousal benefits. The differences between retirement benefits and survivors benefits are detailed below. Retired-worker benefits are calculated based on lifetime earnings and claiming age. Specifically, a formula is applied to the inflation-adjusted income from the 35 highest-paid years of a worker's career to calculate their primary insurance amount (PIA). The PIA is the benefit a worker will receive if they claim Social Security at full retirement age. Importantly, workers that claim Social Security before full retirement age get a reduced benefit, meaning less than 100% of their PIA. But workers that claim Social Security after full retirement age get an increased benefit, meaning more than 100% of their PIA. The precise reduction or increase depends on how many months early or late payments start. There are two conditions to those rules. First, workers are eligible for retirement benefits at age 62, so no one can claim earlier. Second, workers can only accumulate delayed retirement credits up to age 70, so it never makes sense to claim later. Spousal benefits allow spouses to claim Social Securit...
Valuation is one of the key differentiators between these two AI investment options. Over the past couple of years, Nvidia (NVDA 2.84%) and Palantir (PLTR +6.85%) have been among the hottest stocks on the market. Nvidia has grown to become the world's most valuable public company, and Palantir's market cap has jumped by more than 835%. Although both are some of the more popular artificial intellig...
Valuation is one of the key differentiators between these two AI investment options. Over the past couple of years, Nvidia (NVDA 2.84%) and Palantir (PLTR +6.85%) have been among the hottest stocks on the market. Nvidia has grown to become the world's most valuable public company, and Palantir's market cap has jumped by more than 835%. Although both are some of the more popular artificial intelligence (AI) stocks, their roles in that space are entirely different. It's not an apples-to-apples comparison, but if I had to pick one to invest in, the choice is clear. What does Nvidia do? Nvidia provides crucial hardware that makes training and running AI possible. Without products like its GPUs and other networking equipment, the AI sector wouldn't be anywhere near the scale it is today. That's why its valuation has flown higher during the AI boom. Its leadership position has also allowed it to increase its prices because demand for AI accelerators is far outpacing supply. Last quarter, Nvidia's data center revenue rose 66% year over year to $51.2 billion. Three years ago, its data center revenue was only $3.83 billion. Expand NASDAQ : NVDA Nvidia Today's Change ( -2.84 %) $ -5.27 Current Price $ 180.34 Key Data Points Market Cap $4.4T Day's Range $ 176.23 - $ 186.27 52wk Range $ 86.62 - $ 212.19 Volume 195K Avg Vol 182M Gross Margin 70.05 % Dividend Yield 0.02 % What does Palantir do? Palantir is an AI software company specializing in data analytics. It has been around since 2003, but its recent surge in popularity on Wall Street has a lot to do with how its business has been expanding. For much of its existence, Palantir's focus was largely on government contracts. Its largest clients include the Defense Department, the CIA, the FBI, and ICE. Today, the U.S. government is still its top client, but its U.S. commercial business has emerged as a legitimate growth area, and its demonstration that it can be more than just a government contractor has sparked a lot of investo...
TLDR Amazon reports Q4 fiscal 2025 earnings on February 5 after market close, with analysts expecting EPS of $1.97 and revenue of $211.44 billion Wall Street maintains bullish stance with 35 Buy ratings and one Hold, average price target of $298.53 implies 25% upside UBS raised price target to $311 citing AWS revenue doubling potential by 2028 and increased capex estimates to $344 billion through ...
TLDR Amazon reports Q4 fiscal 2025 earnings on February 5 after market close, with analysts expecting EPS of $1.97 and revenue of $211.44 billion Wall Street maintains bullish stance with 35 Buy ratings and one Hold, average price target of $298.53 implies 25% upside UBS raised price target to $311 citing AWS revenue doubling potential by 2028 and increased capex estimates to $344 billion through 2027 Citizens JMP lifted target to $315 based on Anthropic raising 2026 revenue forecast to $17 billion, with Amazon as main computing partner Amazon has beaten earnings expectations for eight consecutive quarters and missed revenue estimates only once in past two years 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Amazon will report its fourth-quarter fiscal 2025 earnings after the market closes on Thursday, February 5. The tech giant faces high expectations from analysts who predict strong growth across multiple business segments. Amazon.com, Inc., AMZN Wall Street forecasts adjusted earnings per share of $1.97 for the quarter. This represents an increase from $1.86 in the same period last year. Revenue is projected to climb 12.6% year-over-year to $211.44 billion. The company has built an impressive track record. Amazon has exceeded earnings expectations for eight straight quarters. Over the past two years, it has missed revenue estimates only once, beating forecasts by an average of 1.1%. Last quarter, Amazon delivered solid results. The company reported revenue of $180.2 billion, up 13.4% year-over-year. This beat analyst expectations by 1.2%. Analyst Price Target Increases UBS analyst Stephen Ju raised his price target from $310 to $311. This suggests 30.3% upside potential from current levels. Ju updated his valuation based on higher AWS revenue and capital expenditure forecasts. The analyst now projects total capex through late 2027 at $3...