U.S. futures dropped while European shares opened higher on Friday after markets retreated in Asia ahead of a possible announcement by U.S. President Donald Trump on his nominee to replace Jerome Powell as chair of the Federal Reserve. Oil prices dropped and the prices of gold and silver weakened. The future for the S&P 500 sank 0.8% while that for the Dow Jones Industrial Average was 0.7% lower. ...
U.S. futures dropped while European shares opened higher on Friday after markets retreated in Asia ahead of a possible announcement by U.S. President Donald Trump on his nominee to replace Jerome Powell as chair of the Federal Reserve. Oil prices dropped and the prices of gold and silver weakened. The future for the S&P 500 sank 0.8% while that for the Dow Jones Industrial Average was 0.7% lower. Trump chose Powell to led the U.S. central bank in 2017 but has relentlessly assailed him for not cutting interest rates quickly as quickly as the president would like. The appointment to replace him must be confirmed by the Senate. In early European trading, Germany's DAX picked up 0.8% to 24,506.41, while the CAC 40 in Paris advanced 0.4% to 8,107.50. Britain's FTSE 100 edged 0.2% higher, to 10,189.05. The CEO of Indonesia's stock market, Imam Rachman, resigned Friday “As part of a commitment toward recent market conditions,” the exchange said in an announcement. Jakarta's benchmark gained 1.2% following news of his resignation. It had been trading at all-time highs but sank 7.4% on Wednesday and 1.1% on Thursday after MSCI, a U.S. provider of global equity, fixed income and real estate indices, warned about market risks such as a lack of transparency. Chinese markets retreated, with the Hang Seng in Hong Kong shedding 2.1% to 27,387.11. Shares in major ports operator CK Hutchison Holdings dropped 4.6% after Panama’s Supreme Court ruled that the concession held by a subsidiary to operate ports at either end of the Panama Canal was unconstitutional. That advanced a U.S. effort to block any influence by China over the strategic waterway. The Shanghai Composite index slipped 1% to 4,117.95. Tokyo's Nikkei 225 fell back, losing 0.1% to 53,322.85 as stocks related to artificial intelligence declined. Testing equipment maker Advantest lost 4.5% and computer chip equipment maker Disco Corp. lost 1.7%. South Korea's Kospi gave up most of its gains late in the session, edging just...
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Earnings Call Insights: MaxLinear, Inc. (MXL) Q4 2025 Management View CEO Kishore Seendripu opened by describing 2025 as a “clear inflection year with resurgent growth,” highlighting 30% year-over-year revenue growth, profitability, and positive cash flow ahead of plan. He stated, “We delivered 30% revenue growth year-over-year, driven by strong execution and accelerating adoption of our newest pr...
Earnings Call Insights: MaxLinear, Inc. (MXL) Q4 2025 Management View CEO Kishore Seendripu opened by describing 2025 as a “clear inflection year with resurgent growth,” highlighting 30% year-over-year revenue growth, profitability, and positive cash flow ahead of plan. He stated, “We delivered 30% revenue growth year-over-year, driven by strong execution and accelerating adoption of our newest products across multiple high-growth end markets.” Seendripu emphasized the company’s strategic focus on high-value, multi-year growth markets, including data center connectivity, wireless infrastructure, storage acceleration, PON broadband access, Wi-Fi 7, and Ethernet. He reported, “Our infrastructure business is scaling rapidly. Revenue grew 30% for the full year and 76% in Q4 year-on-year, driven by strong growth in data center optical interconnects, wireless infrastructure and early but meaningful contributions from storage accelerators.” The CEO announced that the infrastructure category is expected to become the single largest contributor to overall revenues in 2026. He detailed the ramp of the Keystone PAM4 DSP family at major hyperscale data centers in both the U.S. and Asia, projecting, “We expect Keystone to generate about $100 million to $130 million in revenue in '26 with potential upside along with a further step function increase in run rate as we move into 2027.” Seendripu highlighted the Rushmore product line: “Rushmore is foundational for next wave of data center optical architectures…We expect Rushmore production revenue ramp starting at the end of 2026.” CFO Steven Litchfield stated, “Total revenue for the fourth quarter was $136.4 million, up 8% from $126.5 million in the previous quarter and up 48% from $92.2 million in the fourth quarter of 2024.” He noted that infrastructure revenue for the quarter was approximately $47 million, broadband $58 million, connectivity $18 million, and industrial multimarket $14 million. Litchfield added, “GAAP and non-GAAP...
Earnings Call Insights: Schneider National (SNDR) Q4 2025 Management View CEO Mark Rourke opened the call by stating, "the fourth quarter results fell short of our expectations. When we provided our update last quarter, October results and market conditions were supportive of finishing 2025 at approximately $0.70 of earnings per share. However, November and much of December were materially more ch...
Earnings Call Insights: Schneider National (SNDR) Q4 2025 Management View CEO Mark Rourke opened the call by stating, "the fourth quarter results fell short of our expectations. When we provided our update last quarter, October results and market conditions were supportive of finishing 2025 at approximately $0.70 of earnings per share. However, November and much of December were materially more challenged than our guidance had contemplated, reflecting a very truncated peak season and poor weather conditions throughout the Midwest." Rourke emphasized structural changes, noting, "we have grown our Dedicated offerings to nearly 70% of our fleet, increasing the durability and resilience of our Truckload segment. We've created true differentiation and value in the marketplace in our Intermodal offering and scaled our flexible asset-light tech-enabled solutions, all of which have been supplemented with our accretive acquisitions." The CEO highlighted strategic momentum for 2026, including "ramping synergies in our acquired companies, leading Intermodal growth, including the recent launch of our Intermodal Fast Track service, heavy Dedicated start-up activity and Network earnings improvement into this year." Darrell Campbell, Executive VP & CFO, reported, "In the fourth quarter, revenues, excluding fuel surcharge, were $1.3 billion, up 4% year-over-year. Our fourth quarter adjusted income from operations was $38 million, a decline of 15% compared to a year ago. Adjusted diluted earnings per share for the fourth quarter was $0.13 and $0.20 a year ago." Campbell added, "We achieved our targeted $40 million of cost savings, including synergies from the Common Systems acquisition. Our momentum will continue in 2026 with an additional $40 million of cost savings." Rourke announced a leadership change: "Beginning July 1 of this year, I will assume the role of Executive Chairman of the Board of Directors, and I am pleased Jim Filter will be appointed Schneider's next President an...
Key Points Taiwan Semiconductor is not only growing sales at a fast rate, but its profits have been soaring as well. The company's profit margin is now around 50%. While its valuation has been rising, the stock's earnings multiple may still not be terribly high. 10 stocks we like better than Taiwan Semiconductor Manufacturing › One of the biggest players in the artificial intelligence (AI) market ...
Key Points Taiwan Semiconductor is not only growing sales at a fast rate, but its profits have been soaring as well. The company's profit margin is now around 50%. While its valuation has been rising, the stock's earnings multiple may still not be terribly high. 10 stocks we like better than Taiwan Semiconductor Manufacturing › One of the biggest players in the artificial intelligence (AI) market that's benefiting from strong demand for semiconductor chips is Taiwan Semiconductor Manufacturing (NYSE: TSM). The company is the go-to manufacturer for chips, and when there's an influx of demand, its sales take off. Business has been booming for Taiwan Semiconductor, which is evident in the company's recent quarterly results. The stock has been a hot buy and a top option for AI investors looking to profit from the growth related to next-gen technologies. Recently, however, it hit a new all-time high, and it has now risen by 50% in just the past 12 months; is it too late to invest in the tech company? 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 » Image source: Getty Images. Taiwan Semiconductor's bottom line rose by 35% last quarter When it comes to contract chip manufacturing, Taiwan Semiconductor is hard to beat due to its lean operations. While its revenue growth rate of 21% may not have looked particularly impressive in its most recent quarter (which ended on Dec. 31, 2025), what stood out was its profit growth -- net income rose by a remarkable 35%. This is also now the eighth straight period in which the company's bottom line has increased on a year-over-year basis. TSM Profit Margin (Quarterly) data by YCharts Taiwan Semiconductor's strong and growing profit margins make it a promising business to invest in for the long haul, as rising earnings can make the stock seem less expensive over time. The stock's market cap may be rising, but its valuation remains attractive At around ...
Top Democrats on the Senate and House intelligence committees called on Thursday for US President Donald Trump’s chief spy to brief their panels on why she was present at an FBI raid on an election facility in Georgia. Senator Mark Warner and Representative Jim Himes told Director of National Intelligence Tulsi Gabbard in a letter that they were deeply concerned with her presence at Wednesday’s F...
Top Democrats on the Senate and House intelligence committees called on Thursday for US President Donald Trump’s chief spy to brief their panels on why she was present at an FBI raid on an election facility in Georgia. Senator Mark Warner and Representative Jim Himes told Director of National Intelligence Tulsi Gabbard in a letter that they were deeply concerned with her presence at Wednesday’s FBI operation, saying that the US intelligence community “should be focused on foreign threats”. “When those authorities are turned inwards, the results can be devastating” for privacy and civil liberties, they wrote. Advertisement Olivia Coleman, Gabbard’s press secretary, said in a statement that Gabbard “has a vital role in identifying vulnerabilities in our critical infrastructure and protecting against exploitation. We know through intelligence and public reporting that electronic voting systems have been and are vulnerable to exploitation”. Tulsi Gabbard standing at the edge of a truck loading bay. Photo: Reuters It is highly unusual for America’s top intelligence official to be included in a domestic law enforcement operation as the remit of the Office of the Director of National Intelligence (ODNI) is overseas spying and protecting US national security.
Key Points Taiwan Semiconductor is not only growing sales at a fast rate, but its profits have been soaring as well. The company's profit margin is now around 50%. While its valuation has been rising, the stock's earnings multiple may still not be terribly high. 10 stocks we like better than Taiwan Semiconductor Manufacturing › One of the biggest players in the artificial intelligence (AI) market ...
Key Points Taiwan Semiconductor is not only growing sales at a fast rate, but its profits have been soaring as well. The company's profit margin is now around 50%. While its valuation has been rising, the stock's earnings multiple may still not be terribly high. 10 stocks we like better than Taiwan Semiconductor Manufacturing › One of the biggest players in the artificial intelligence (AI) market that's benefiting from strong demand for semiconductor chips is Taiwan Semiconductor Manufacturing (NYSE: TSM). The company is the go-to manufacturer for chips, and when there's an influx of demand, its sales take off. Business has been booming for Taiwan Semiconductor, which is evident in the company's recent quarterly results. The stock has been a hot buy and a top option for AI investors looking to profit from the growth related to next-gen technologies. Recently, however, it hit a new all-time high, and it has now risen by 50% in just the past 12 months; is it too late to invest in the tech company? 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 » Taiwan Semiconductor's bottom line rose by 35% last quarter When it comes to contract chip manufacturing, Taiwan Semiconductor is hard to beat due to its lean operations. While its revenue growth rate of 21% may not have looked particularly impressive in its most recent quarter (which ended on Dec. 31, 2025), what stood out was its profit growth -- net income rose by a remarkable 35%. This is also now the eighth straight period in which the company's bottom line has increased on a year-over-year basis. Taiwan Semiconductor's strong and growing profit margins make it a promising business to invest in for the long haul, as rising earnings can make the stock seem less expensive over time. The stock's market cap may be rising, but its valuation remains attractive At around $1.7 trillion in market cap, Taiwan Semiconductor is among the most valuab...
One of the biggest players in the artificial intelligence (AI) market that's benefiting from strong demand for semiconductor chips is Taiwan Semiconductor Manufacturing (NYSE: TSM). The company is the go-to manufacturer for chips, and when there's an influx of demand, its sales take off. Business has been booming for Taiwan Semiconductor, which is evident in the company's recent quarterly results....
One of the biggest players in the artificial intelligence (AI) market that's benefiting from strong demand for semiconductor chips is Taiwan Semiconductor Manufacturing (NYSE: TSM). The company is the go-to manufacturer for chips, and when there's an influx of demand, its sales take off. Business has been booming for Taiwan Semiconductor, which is evident in the company's recent quarterly results. The stock has been a hot buy and a top option for AI investors looking to profit from the growth related to next-gen technologies. Recently, however, it hit a new all-time high, and it has now risen by 50% in just the past 12 months; is it too late to invest in the tech company? 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 » Image source: Getty Images. Taiwan Semiconductor's bottom line rose by 35% last quarter When it comes to contract chip manufacturing, Taiwan Semiconductor is hard to beat due to its lean operations. While its revenue growth rate of 21% may not have looked particularly impressive in its most recent quarter (which ended on Dec. 31, 2025), what stood out was its profit growth -- net income rose by a remarkable 35%. This is also now the eighth straight period in which the company's bottom line has increased on a year-over-year basis. Taiwan Semiconductor's strong and growing profit margins make it a promising business to invest in for the long haul, as rising earnings can make the stock seem less expensive over time. The stock's market cap may be rising, but its valuation remains attractive At around $1.7 trillion in market cap, Taiwan Semiconductor is among the most valuable companies in the world. But it's always important to take that into context and consider its overall earnings. And using the price-to-earnings (P/E) multiple can be a helpful way to gauge just that. Taiwan Semiconductor's forward P/E, which is based on analyst est...