Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. The latest update on Apple’s stock story includes a small lift in fair value, from US$286.58 to US$291.65 per share, alongside a slightly higher discount rate at 8.31% and more conservative long run revenue growth assumptions at 6.99%. Those tweaks sit against a backdrop of ongoing debate about the pace of services growth and how the Google Gemini partnership and memory costs could shape Apple’s financial profile over time. Read on to see how these shifting assumptions relate to the broader narrative around Apple and how you can keep track of future updates as they are released. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Apple. What Wall Street Has Been Saying 🐂 Bullish Takeaways Several firms highlight Services as a support for the story, with BofA pointing to App Store revenue that is up 6.3% so far in fiscal Q2 and Goldman Sachs earlier flagging roughly 6% year over year App Store spending growth in December 2025, even as category mix and regional trends vary. JPMorgan, Wedbush and BofA frame the multi year Google Gemini partnership as a positive for Apple Intelligence, with JPMorgan noting that confirmation of the deal increases confidence in Apple Intelligence's roadmap and Wedbush calling it a key step for Apple's AI plans. Evercore ISI raised its Apple price target to US$330 from US$325 in January and cited checks and industry data that support higher revenue and EPS estimates for the December quarter. This feeds into the view that execution around iPhone and Services is a core part of the bull case. Upgrades from Phillip Securities, KGI Securities and Maxim, along with target raises from JPMorgan, Barclays, Rosenblatt and others, underline that a portion of the Street sees Apple as executing well enough on hardware, Services and AI partnerships to justify higher valuation anchors...

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Seeking Alpha More on Super Micro Computer Super Micro Q2 Preview: What I Need To See To Change My Mind (Rating Downgrade) Super Micro Computer's AI Orders Are There - Delivery Is The Bottleneck (Downgrade) 'Super Micro Computer Is Priced For Failure': Why I Disagree Super Micro Computer soars as Q2 results, guidance top estimates Super Micro Computer Non-GAAP EPS of $0.69 beats by $0.20, revenue of $12.7B beats by $2.36B

fengdr/iStock via Getty Images NPFI Strategy Nuveen Preferred And Income ETF ( NPFI ) is an actively managed preferred stock ETF launched on 3/5/2024. NPFI has 156 holdings, a 30-day SEC yield of 5.43%, a trailing 12-month yield of 6.32%, a yield-to-worst of 6.48%, and a total expense ratio of 0.56%. Distributions are paid monthly. Preferred stocks have priority over common stocks in the payment of dividends and proceeds of liquidation but are generally junior to debt and do not carry voting rights. They are considered hybrid assets, and their price behavior is between stocks and bonds. As described in the prospectus by Nuveen , the fund primarily invests in preferred securities and contingent capital securities. It may also invest up to 20% of its net assets in debt securities (corporate, government, and municipal). At least 25% of assets must be invested in securities issued by financial companies, and at least 40% in dollar-denominated securities of non-U.S. issuers. Up to 50% of assets may be invested in securities rated below investment grade (or non-rated equivalents). The portfolio turnover rate was 28% in the most recent fiscal year. Portfolio The fund has 51.5% of its asset value in securities of non-US issuers. It is mostly invested in securities issued by banks (70.5%). Other sectors are below 10%. Sector breakdown % of assets (Nuveen) The fund has a low aggregate credit risk, with 81.3% of assets in securities with an investment-grade rating (BBB and better per S&P or equivalent). Credit risk rating % of assets (Nuveen) The portfolio is quite concentrated, but risks related to individual companies are moderate. Indeed, the top 10 issuers, all banks, represent 34.4% of asset value, and the heaviest one (French bank BNP Paribas) weighs 4.5%. Top 10 issuers %Weight* BNP PARIBAS 4.50 CITIGROUP 3.85 HSBC 3.67 GOLDMAN SACHS 3.47 SOCIÉTÉ GÉNÉRALE 3.41 UBS 3.29 WELLS FARGO 3.28 BARCLAYS 3.06 BANK OF AMERICA 2.98 COBANK 2.88 Click to enlarge * Issuer weights calc...

standret/iStock via Getty Images Corteva ( CTVA ) shares fell 5.7% in extended trading Tuesday after the agricultural technology company reported fourth-quarter results that matched expectations for adjusted earnings but fell short of Wall Street revenue estimates. Corteva ( CTVA ) reported operating earnings per share of $0.22, in line with consensus estimates. Revenue fell 2% to $3.91 billion, missing the Wall Street consensus estimate of $4.23 billion. Its net loss deepened to $537 million, or $0.80 a share, from a year-earlier net loss of $50 million, or $0.07 a share. Corteva ( CTVA ) said the quarter was affected by seasonal timing shifts that moved some deliveries into the third quarter of 2025 and the first quarter of 2026, weighing on volume in both seed and crop protection. Total volume declined 5% from a year earlier, while price rose 1%. In seed, net sales fell 2% to $1.74 billion as volume dropped 8%, partly due to North American deliveries shifting into the first quarter because of freight optimization and weather-related delays. In crop protection, net sales slipped 1% to about $2.17 billion, with segment earnings before interest, taxes, depreciation and amortization declining 22% to $360 million as pricing pressure in Latin America and higher costs offset productivity gains. “Our delivery of strong second-half and full-year results reflects continued demand for our differentiated technologies and disciplined execution across the company,” Chief Executive Chuck Magro said in the earnings release. For the full year, Corteva ( CTVA ) reported GAAP income from continuing operations of $1.20 billion, or $1.75 a share, on net sales of $17.40 billion. The company said cash provided by operating activities from continuing operations rose 51% to $3.5 billion, while free cash flow increased 69% to $2.9 billion. Corteva ( CTVA ) also refined its 2026 outlook and said it expects operating earnings before interest, taxes, depreciation and amortization of $4.0 bil...

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Amazon.com (NasdaqGS:AMZN) agreed to a $309 million settlement over alleged issues with its U.S. returns and refund practices, affecting millions of customers. The company announced major layoffs that it links to efficiency gains from AI and automation across parts of its business. Amazon is in preliminary talks about a potential investment of up to $50b in OpenAI, which would be one of its largest commitments to AI to date. For a company that spans ecommerce, cloud computing, digital media, and devices, this combination of consumer, workforce, and AI news puts Amazon.com, Inc. (NasdaqGS:AMZN) under a bright spotlight. Returns handling is central to its retail experience, while job cuts tied to AI are emerging at a sensitive moment for employees across the tech sector. At the same time, a possible multibillion dollar investment in OpenAI would sit alongside existing AI efforts within Amazon Web Services and its consumer platforms. As an investor, you are looking at a company adjusting how it treats customers, how it organizes its workforce, and how it allocates very large amounts of capital to AI. These choices could influence margins, risk exposure, and competitive positioning over time, depending on how the settlement terms, automation efforts, and any OpenAI deal ultimately take shape. Stay updated on the most important news stories for Amazon.com by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Amazon.com. NasdaqGS:AMZN 1-Year Stock Price Chart Why Amazon.com could be great value Investor Checklist Quick Assessment ✅ Price vs Analyst Target : At US$242.96 versus a US$296.47 analyst target, the price sits about 22% below consensus. ✅ Simply Wall St Valuation : The shares are described as trading 40.4% below estimated fair value, suggesting a sizable valuation gap. ✅ Recent Momentum...

格隆汇2月4日｜美股三大指数集体收跌，道指跌0.34%，纳指跌1.43%，标普500指数跌0.83%，热门科技股普跌，博通跌超3%，微软、英伟达、Meta跌超2%。分板块看，稀土概念、有色金属、贵金属涨幅居前，黄金资源涨超20%，南方铜业涨超11%，美洲白银公司涨超8%，泛美白银涨超5%。应用软件、加密货币、减肥药概念股跌幅居前，诺和诺德跌超14%，Coinbase、Circle跌超4%，礼来、辉瑞跌超3%。沃尔玛收涨2.94%，市值首次突破1万亿美元大关。

Investment Thesis Robinhood Markets Inc. ( HOOD ) is a very peculiar stock, trading at times as a meme stock and at times on fundamentals, with a recent inclusion into the S&P 500 . Robinhood is the only meme stock included in the index to date, but fundamentals will eventually catch up, especially as risk assets frenzy is cooling, with CNN’s fear and greed index indicating neutral levels. CNN Fear and Greed Index In my view, the recent dip is not an opportunity, and a downtrend continuation is likely. I estimate the fair value to be closer to the price levels of Q1 and early Q2 2025, before the risk assets frenzy pushed the stock up from the $50-60 price range to $150 in October. The stock price has cooled since then, trading now around $90 per share. I rate the stock a Sell for now, and a switch to Buy will be triggered only once the valuation cools further. From a business fundamentals perspective, the stock is worth keeping on the watchlist, even if you’re a value investor. Data by YCharts Business Update Robinhood is a leading California-based fintech platform that revolutionized the access for retail investors to the liquid markets, with an easy UX and commission-free trading for everyday people to trade and invest in stocks and cryptos. And as long as more users joined the broker’s platform and as long as these users generated more trading volume, Robinhood would grow. And while this was true every single month since October 2024, November 2025 ( last available monthly report ) was the first month to show a worrying decline in both the number of funded accounts (-1% month over month) and an even more worrying decline in trading volumes. Robinhood's November Monthly Report Stock trading volume (in billions of dollars) was down -37%, options contracts (in millions) down by -28%, and crypto trading volume (in billions of dollars) also dropped -12%. Accounts left the platform and were significantly less active in November for the first time since monthly reports ...

Image source: The Motley Fool. Feb. 3, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — William Gordon Stone Chief Financial Officer — Stephen Andrew Lasher Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- Digital Turbine APPS 1.98% ) -- Adjusted EBITDA -- $38.8 million in the fiscal third quarter, representing 76% year-over-year growth and a margin of 26%, supported by expense discipline and operational leverage. -- $38.8 million in the fiscal third quarter, representing 76% year-over-year growth and a margin of 26%, supported by expense discipline and operational leverage. On Device Solutions (ODS) Revenue -- $99.6 million in the fiscal third quarter, up 9% year over year, with more than 60% growth in international revenues driven by over 20% increases in both devices and revenue per device. -- $99.6 million in the fiscal third quarter, up 9% year over year, with more than 60% growth in international revenues driven by over 20% increases in both devices and revenue per device. In App Media – AGP Segment Revenue -- $52.6 million, up 19% year over year, benefiting from higher brand business and over 30% growth in the DTX/SSP business line. -- $52.6 million, up 19% year over year, benefiting from higher brand business and over 30% growth in the DTX/SSP business line. Non-GAAP Gross Margin -- 49%, an increase from 44% the prior year, driven by favorable product and segment mix. -- 49%, an increase from 44% the prior year, driven by favorable product and segment mix. Cash Operating Expenses -- $36 million, down 4% year over year due to ongoing cost controls and operational efficiency improvements. -- $36 million, down 4% year over year due to ongoing cost controls and operational efficiency improvements. Free Cash Flow -- $6.4 million for the quarter, supporting balance sheet improvements. -- $6.4 million for the quarter, supporting balance sheet improvements. GAAP Net Income -- $5.1 million, or $0.03 per share...

美联储理事米兰称并无很强的通胀压力，今年需要降息超过一个百分点。高盛经济学家预计澳大利亚央行将在5月再次加息。城堡创始人格里芬表示，首席执行官们并不喜欢向美国总统溜须拍马。 美联储理事米兰称并无很强的通胀压力 今年需要降息超过一个百分点 美联储理事斯蒂芬·米兰表示，经济中并不存在强劲的价格压力，意味着他所称的仍处于“限制性”的利率水平需要在今年再次下调。 米兰周二在福克斯商业频道表示：“我很可能希望看到，全年累计降息略高于1个百分点。” 美联储官员Barkin关注实现通胀目标的“最后一英里” 里士满联邦储备银行行长Tom Barkin表示，去年的降息帮助提振了劳动力市场，官员们如今正着眼于把通胀重新拉回到央行的目标水平。 “我认为，在我们努力完成实现通胀目标的最后一英里时，这些降息相当于购买了一些保险来支持劳动力市场，”Barkin周二为在南卡罗来纳州哥伦比亚一场活动准备的讲稿中说。 Barkin表示，随着不确定性消退，经济前景正在改善，但风险仍然存在，因为招聘主要集中在少数几个行业，而且通胀仍高于美联储2%的目标。 高盛预计澳大利亚央行将在5月再次加息 由Andrew Boak领导的高盛经济学家团队在一份报告中表示，澳大利亚央行将维持货币政策的鹰派倾向，并可能在5月份将基准利率上调25个基点至4.1%。 城堡创始人格里芬：首席执行官们并不喜欢向美国总统溜须拍马 城堡投资的创始人肯·格里芬表示，特朗普政府奖励效忠者的倾向并不受企业高管的欢迎。此外，他还批评这位总统在任期内利用职权为家族谋利。 “大多数首席执行官并不希望落到必须奉承某届政府的境地，”格里芬周二在采访时表示。“当美国政府显露出偏袒倾向时，高管们会担心自己的事业成败可能取决于是否公开支持现任政府。” Centerview联合创始人称AI变革真实存在 但推进节奏或不及预期 Centerview Partners联合创始人Blair Effron表示，尽管人工智能的崛起将对经济产生巨大影响，但相关变化可能不会像许多人预期的那样迅速到来。 “增长的斜率和速度可能会比人们想象的要慢，但是真实存在的，”Effron在Invest Live大会上表示。 美国银行称价格暴跌后金银的波动性仍将持续 美国银行表示，金银价格从历史高位暴跌后，两种贵金属的市场仍将高度波动。 城堡证券称美股步入季节性偏弱的2月 散户买入潮或显现...

(RTTNews) - Champion Homes, Inc. (SKY) announced a profit for third quarter that Dropped, from the same period last year The company's earnings came in at $54.34 million, or $0.97 per share. This compares with $61.54 million, or $1.06 per share, last year. The company's revenue for the period rose 1.8% to $656.61 million from $644.93 million last year. Champion Homes, Inc. earnings at a glance (GAAP) : -Earnings: $54.34 Mln. vs. $61.54 Mln. last year. -EPS: $0.97 vs. $1.06 last year. -Revenue: $656.61 Mln vs. $644.93 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Showcase Minerals ( SHMIF ) said on Tuesday it has entered into an option agreement to acquire a silver property covering the former Comstock mine in British Columbia and is planning a spring drill program on its Grassy Gold Project. The company said it can earn a 100% interest in the Comstock property, subject to a 3% net smelter returns royalty, through cash payments of $300,000 over two years and the issuance of shares valued at $100,000 on each of the first two anniversaries of the agreement. Showcase also said it is organizing a drill program at the Grassy Gold Project in British Columbia’s Golden Triangle region. It also announced plans for a non-brokered private placement of up to 8 million units at $0.10 per unit to raise up to $800,000 to fund exploration and working capital. SHMIF closed +2.64% at $0.0853. Source: Press Release More on Showcase Minerals Inc. Seeking Alpha’s Quant Rating on Showcase Minerals Inc. Financial information for Showcase Minerals Inc.

Key Points Berkshire Hathaway shares have underperformed since Warren Buffett said he would step down as CEO at year-end. His impending exit shouldn’t crimp the company’s historical long-term market-beating performance. The key to Berkshire’s success is the conglomerate’s structure that new CEO Greg Abel will inherit. 10 stocks we like better than Berkshire Hathaway › If you're concerned about Warren Buffett's planned exit as Berkshire Hathaway's (NYSE: BRK.A) (NYSE: BRK.B) chief executive officer at year-end, you're not alone. The conglomerate's shares have underperformed the broad market -- by a lot -- since Buffett made the announcement in May. Investors are understandably concerned that the company will lose at least a little of its magic without the Oracle of Omaha at the helm. And maybe it will. 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 » A year from now, though, odds are good the stock's current weakness will clearly have been a fantastic buying opportunity. The market's pricing in far more concern than is merited. What Berkshire Hathaway actually is There's the Berkshire you know -- a portfolio of stocks mostly hand-picked by Buffett himself, including Apple, American Express, Coca-Cola, and Chevron, just to name a few. Most investors are curious to hear what Berkshire Hathaway owns just because they might want to piggyback on investments that Buffett has already approved. Then there's all the other assets Berkshire Hathaway controls, including an assembly of several dozen wholly owned cash-generating outfits. These holdings include Dairy Queen, Duracell, Shaw Industries, railroad BNSF, GEICO insurance, Pilot Travel Centers, and more. Buffett has no particular favorite industry -- he just likes solid businesses run by managers he can count on. In fact, he prefers to stay out of their way. In other words, Berkshire Hathaway is like a mutual fund as well as a private equ...

When the final whistle blew, you could sense the huge wave of relief that swept over this stadium. Arsenal may not have been at all convincing against a Chelsea side who caused them the occasional problem but Mikel Arteta will not care one bit. After four successive semi-final defeats, Arsenal are on their way to Wembley at last. After the drama of the first leg at Stamford Bridge that saw Liam Rosenior’s side travel to north London needing to overturn a 3-2 deficit, this was a much more cagey affair that was eventually settled in injury time by substitute Kai Havertz against his former club. Arsenal seemed content to keep Chelsea at arm’s length for most of the evening and rarely looked like extending their advantage. Yet having not won this competition since 1993 and after crashing out at the semi-final stage to Newcastle after a 4-0 defeat on aggregate last season, this was an occasion for Arteta and his team to savour. A potential showdown in the final with title rivals Manchester City would only add to the sense of drama but they know they are within touching distance of a first trophy since winning the FA Cup in Arteta’s first season six years ago. Rosenior sprang a surprise by leaving Cole Palmer on the bench and naming a back three for the first time, while there was no place for captain Reece James after he failed a fitness test. Arsenal were also without their skipper as Martin Ødegaard missed out with a minor muscle injury and Arteta decided against risking Bukayo Saka’s hip issue. Other than former Chelsea goalkeeper Kepa Arrizabalaga, the Premier League leaders went with virtually a full-strength side as Eberechi Eze was handed a rare start. Not since 1987 when David Rocastle’s winner helped Arsenal come from behind against their north London rivals Tottenham has a team overturned a first-leg deficit in the semi-final of this competition after losing the first leg at home. But with Arsenal playing in front of their fans for the first time since losing t...

AMD's CPUs help drive its data-center revenue MarketWatch

AMD (NASDAQ:AMD) Delivers Impressive Q4 Finviz

周二美股成交额第1名英伟达收跌2.84%，成交363.81亿美元。至此英伟达已连续第三个交易日下跌。 昨日有报道称英伟达计划向OpenAI投入1000亿美元的计划已陷入停滞，因公司内部对OpenAI的商业模式和长期竞争态势产生严重疑虑。 不过英伟达CEO黄仁勋周二表示，公司对OpenAI的投资计划仍“按部就班推进”。 “此事完全不存在争议，相关说法纯属无稽之谈，” 黄仁勋称，“我们十分乐意与OpenAI合作。”黄仁勋同时表示，英伟达将参与OpenAI的下一轮融资。他称这轮融资将成为“历史上规模最大的私人融资”。 他还补充道，英伟达会考虑参与OpenAI未来的所有融资轮次，并希望参与OpenAI最终的首次公开募股。 第2名 微软 收跌2.87%，成交247.46亿美元。至此该股已经连续四个交易日下跌，今年迄今已下跌约15%。该公司近日公布了第四季度财报，这家科技巨头在营收和盈利两方面均超出市场预期，然而财报发布后其股价大幅下跌。 第3名 特斯拉 收高0.04%，成交236.97亿美元。据央视新闻消息，当地时间2月3日，法国巴黎检察院表示，当天已对美国企业家马斯克旗下社交媒体平台X位于法国的办公场所展开搜查。本次搜查行动旨在核查X平台算法的运作方式。与此同时，法国司法部门已向X平台负责人发出传唤通知。根据检方通报，X平台实际负责人埃隆·马斯克被要求于2026年4月20日在巴黎接受“自由听证”，就相关指控作出说明。此外，X平台员工将作为证人接受讯问。 第4名 闪迪 收高4.55%，成交207.26亿美元。至此该股今年迄今已上涨逾190%。周二美股存储概念持续走强。 瑞银 分析师预计，全球存储行业出现“有意义的供给缓解”最早也要到2028年前后。在此之前，AI数据中心建设所带来的结构性需求，将持续强化Memory产业链的景气度与议价能力。 第6名Palantir收高6.85%，成交177.01亿美元。该公司第四季度业绩及2026年展望双双超出市场预期，华尔街分析师普遍看多，进一步强化其“AI核心受益者”地位。 财报显示，Palantir第四季度表现强劲，总收入同比增长约70%，并实现连续第十个季度收入增速加快，主要由美国商业客户业务爆发式增长推动。公司给出的2026财年指引尤为亮眼，预计全年收入增速将超过60%，远高于市场此前预期的约40%放缓水平，同时美国商业业务增长目标...

AMD posts record 2025 results driven by data center TipRanks

Mykola Pokhodzhay/iStock via Getty Images Feb. 3 was a pretty good day for shareholders of AMETEK, Inc. ( AME ). Shares of the company inched up after management announced financial results covering the final quarter of the company's 2025 fiscal year. Revenue, earnings per share, and adjusted earnings per share all exceeded analysts’ expectations . What's more, management is forecasting continued growth in 2026 after achieving attractive growth in 2025. The firm also announced an interesting acquisition, which should help propel revenue even higher. Unfortunately, none of this makes the company an attractive purchase. Although operationally speaking, it has potential, shares are rather pricey. I won't go so far as to say that taking a bearish stance is appropriate. But I do think that we are nearing that point. For context, in my last article about the company, published in October of last year, I acknowledged that shares were too expensive to justify an upgrade. This was even though management had achieved attractive growth leading up to that point. Strategic acquisitions were leading the way, and it looked as though continued expansion was probable. Since then, however, the stock has jumped 20.7%. That is significantly greater than the 2.3% increase that the S&P 500 saw over the same window of time. After such a significant move higher, I nearly downgraded the stock. But I do think that we aren't there just yet. So for now, I will keep it rated a "Hold." A Great Business At A High Price Before the market opened on February 3rd, the management team at AMETEK announced financial results covering the final quarter of the company's 2025 fiscal year. Revenue for that time came in just a hair below $2 billion. That represented an increase of 13.4% compared to the $1.76 billion the company reported a year earlier. In fact, revenue growth was so strong that it exceeded analysts’ expectations by $51.7 million. This is a fantastic showing if you ask me. And with that rise c...

Weatherford International press release ( WFRD ): Q4 GAAP EPS of $1.91 beats by $0.49 . Revenue of $1.29B (-3.7% Y/Y) beats by $30M . More on Weatherford International Weatherford: Thank You, I'm Out After Q3'25 (Rating Downgrade) Weatherford International Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Weatherford International Historical earnings data for Weatherford International Dividend scorecard for Weatherford International

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Super Micro Computer Inc. shares gained in late trading after the company gave a forecast for sales in the current quarter that signaled strong demand for its gear to run AI data centers. Revenue will be at least $12.3 billion in the period ending March 31, the San Jose, California-based company said Tuesday in a statement . Fiscal third-quarter earnings, excluding some items, will be at least 60 cents a share. Analysts polled by Bloomberg had projected, on average, profit of 52 cents on sales of $10.2 billion. Super Micro’s outlook suggests it’s taking advantage of its strong position as a maker of servers that house the powerful chips running AI workloads. The company appears to have made progress in its effort to control the costs of getting those machines into customers’ hands and accurately predicting when contracts will close. In October, Super Micro unexpectedly issued preliminary results for the fiscal first quarter that fell far short of expectations, citing delayed contracts . Instead those contracts bolstered fiscal second-quarter results. “We are scaling rapidly to support large AI and enterprise deployments while continuing to strengthen our operational and financial execution,” Chief Executive Officer Charles Liang said in the statement. The company said it will have sales of at least $40 billion in the current fiscal year. It had previously forecast revenue of at least $36 billion. The shares jumped about 5% in extended trading following the report, after closing at $29.67 in New York. The stock has increased 11% in the past 12 months. Sales more than doubled to $12.7 billion in the quarter that ended Dec. 31, the company said in the statement. Profit, excluding some items, was 69 cents a share. Analysts, on average, projected earnings of 49 cents a share on revenue of $10.4 billion. “Better AI sales execution led to Super Micro’s 21% fiscal 2Q sales beat vs. guidance and a 2026 revenue outlook boost,” Woo Jin Ho , an analyst with Bloomberg Intelligen...

Netflix co-chief executive Ted Sarandos faced tough questioning over whether the streamer is “overwhelmingly woke” or killing competition on Tuesday afternoon during a congressional hearing focused on its pending acquisition of the film and streaming assets of Warner Bros Discovery. The hearing was conducted by the Senate subcommittee on antitrust, competition policy, and consumer rights. Bruce Campbell, chief revenue and strategy officer for Warner Bros Discovery, also testified in the packed Senate hearing room. Both Sarandos and Campbell addressed concerns about how the merger would affect entertainment industry jobs, whether it would raise consumer prices for streaming services, whether it would result in less content for users and whether it would hurt the movie theater business. “We’re going to operate the WarnerBros studio largely as it is today,” Sarandos said in response to a question from Democratic senator Adam Schiff about whether the merger would result in layoffs. Josh Hawley, a Republican Senator, specifically questioned Sarandos about the content of Netlix programming, using data that Sarandos said was “inaccurate”. Hawley said he and his wife have to review the Netflix content their children want to watch because “I don’t have confidence in what’s on your platform.” “Why is it that so much of Netflix content for children promotes a transgender ideology?” Hawley asked. “An enormous amount of your children’s programming has this ideology in it.” Sarandos said that “Netflix programming has no agenda of any kind,” adding: “We feature a wide variety of stories and programs to meet a wide variety of tastes.” “My concern is that you don’t share my values or that of many American parents,” Hawley said. “I think we ought to be concerned about what content you’re promoting.” Eric Schmitt, a Republican senator from Missouri, pressed Sarandos on donations made by Netflix employees to Democrats and accused him and his company of promoting “DEI and wokeness”. “Th...

TRADING DAY AI, geopolitics take their toll Reuters

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