Key Points The midpoint of the social media company's capital expenditure guidance implies 73% year-over-year growth. Meta guided for a significant acceleration in its revenue growth rate in Q1. The company's costs and expenses are growing faster than revenue, weighing on earnings growth. 10 stocks we like better than Meta Platforms › The big news that shocked investors when Meta Platforms (NASDAQ...
Key Points The midpoint of the social media company's capital expenditure guidance implies 73% year-over-year growth. Meta guided for a significant acceleration in its revenue growth rate in Q1. The company's costs and expenses are growing faster than revenue, weighing on earnings growth. 10 stocks we like better than Meta Platforms › The big news that shocked investors when Meta Platforms (NASDAQ: META) released its third-quarter update in late October was the social media company's plans for capital expenditures to soar in 2026. While the company didn't provide the exact figure at the time, management indicated that the dollar growth in capital expenditures in 2026 would be significantly higher than it was in 2025. In other words, management was essentially saying: Expect a figure north of $100 billion. With the tech giant's fourth-quarter results (along with management's full-year outlook) out, we now have a much better idea of where exactly capital expenditures may fall in 2026. Meta said in its fourth-quarter update on Wednesday afternoon that it expects capital expenditures for the year to be between $115 billion and $135 billion. 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 » Here's a closer look at Meta's fourth-quarter results and what this number means for the company and investors. Image source: Getty Images. Undeniable momentum Meta's revenue in Q4 rose 24% year over year, putting its top line at $59.9 billion for the period. Showing how the company finished the year strong, this is a higher growth rate than its full-year 2025 revenue growth of 22%. Even more, Meta managed to grow its earnings per share 11% year over year in Q4, even as costs and expenses soared 40%. Fueling the quarter was a 7% year-over-year increase in daily active users across its platforms, 18% growth in ad impressions, and 6% growth in average price per ad. And...
Investors weren't happy with the company's profitability guidance for the full year. On Wednesday, Textron (TXT 7.93%) unveiled its final set of financials for 2025. To say this wasn't greeted warmly by investors is understating the case; those folks reacted by aggressively selling out of the stock to leave it with an almost 8% loss that trading session. Soaring after the strike Textron's fourth q...
Investors weren't happy with the company's profitability guidance for the full year. On Wednesday, Textron (TXT 7.93%) unveiled its final set of financials for 2025. To say this wasn't greeted warmly by investors is understating the case; those folks reacted by aggressively selling out of the stock to leave it with an almost 8% loss that trading session. Soaring after the strike Textron's fourth quarter of 2025 saw the company lift its revenue by 16% to just under $4.18 billion, although this isn't as impressive as it first appears -- the year-ago figure was negatively affected by a month-long strike centered at a company facility in Kansas. As for profitability, Textron's net income not in accordance with generally accepted accounting principles (GAAP) also increased, rising 24% to $307 million ($1.73 per share). On average, analysts tracking Textron were modeling $4.1 billion for revenue and $1.73 per share for net income. In its earnings press release, Textron attributed its growth to recovery from the strike and strength in its Bell helicopter unit which, for the second quarter in a row, clocked 20% revenue growth from military clients. Expand NYSE : TXT Textron Today's Change ( -7.93 %) $ -7.47 Current Price $ 86.75 Key Data Points Market Cap $17B Day's Range $ 84.48 - $ 90.76 52wk Range $ 57.70 - $ 96.98 Volume 331K Avg Vol 1.4M Gross Margin 20.36 % Dividend Yield 0.08 % Unhappy about guidance Textron also proffered guidance for full-year 2026. The company believes it will earn around $15.5 billion, which would be nearly 5% higher than the 2025 tally. Adjusted net income should come in at $6.40 to $6.60 per share; the previous year's figure was $6.10. Investors tend to trade stocks based on future potential rather than past performance. Given that, they were likely discouraged by the fact that the bottom-line guidance range is below the average analyst projection of $6.84. The consensus pundit projection for 2026 revenue is $15.46 billion. I feel that the mark...
Mark Zuckerberg speaks in Menlo Park, California, on 17 September 2025. Photograph: David Paul Morris/Bloomberg via Getty Images · Photograph: David Paul Morris/Bloomberg via Getty Images As Meta spends billions on artificial intelligence data centers and its CEO prepares to testify in a landmark social media trial, the company is earning a pretty penny. Meta reported strong financial results on W...
Mark Zuckerberg speaks in Menlo Park, California, on 17 September 2025. Photograph: David Paul Morris/Bloomberg via Getty Images · Photograph: David Paul Morris/Bloomberg via Getty Images As Meta spends billions on artificial intelligence data centers and its CEO prepares to testify in a landmark social media trial, the company is earning a pretty penny. Meta reported strong financial results on Wednesday, beating Wall Street expectations of $58.59bn with $59.89bn in revenue for the fourth quarter of 2025. It reported earnings per share (EPS) of $8.88 – which also surpassed Wall Street expectations of $8.23 in EPS. Meta’s stocks jumped nearly 10% in after-hours trading after the release. “We had strong business performance in 2025,” said founder and CEO Mark Zuckerberg. “I’m looking forward to advancing personal superintelligence for people around the world in 2026.” The earnings report follows Meta’s major expansion of its multibillion-dollar investment into AI infrastructure in 2025. On Tuesday, the company announced a deal worth up to $6bn with Corning, a manufacturer of complex materials for telecoms and electronics, to supply fiber optic cables for the tech giant’s data centers. Zuckerberg spoke on the earnings call about a “major AI acceleration” that will continue to grow in 2026. “We’re starting to see agents really work,” he said. “This will unlock the ability to build completely new products and transform how we work.” The company is particularly focused on building superintelligence and AI that is even more tuned into a personal context. Zuckerberg described a broader effort to merge LLMs with the recommendation systems that already power Facebook, Instagram, Threads and Meta’s ads. “Today, our apps feel like algorithms that recommend content,” he said. “Soon, you’ll open our apps and you’ll have an AI that understands you and also happens to be able to show you great content or even generate great personalised content for you.” Meta expects to spend betw...
As Meta spends billions on artificial intelligence data centers and its CEO prepares to testify in a landmark social media trial, the company is earning a pretty penny. Meta reported strong financial results on Wednesday, beating Wall Street expectations of $58.59bn with $59.89bn in revenue for the fourth quarter of 2025. It reported earnings per share (EPS) of $8.88 – which also surpassed Wall St...
As Meta spends billions on artificial intelligence data centers and its CEO prepares to testify in a landmark social media trial, the company is earning a pretty penny. Meta reported strong financial results on Wednesday, beating Wall Street expectations of $58.59bn with $59.89bn in revenue for the fourth quarter of 2025. It reported earnings per share (EPS) of $8.88 – which also surpassed Wall Street expectations of $8.23 in EPS. Meta’s stocks jumped nearly 10% in after-hours trading after the release. “We had strong business performance in 2025,” said founder and CEO Mark Zuckerberg. “I’m looking forward to advancing personal superintelligence for people around the world in 2026.” The earnings report follows Meta’s major expansion of its multibillion-dollar investment into AI infrastructure in 2025. On Tuesday, the company announced a deal worth up to $6bn with Corning, a manufacturer of complex materials for telecoms and electronics, to supply fiber optic cables for the tech giant’s data centers. Zuckerberg spoke on the earnings call about a “major AI acceleration” that will continue to grow in 2026. “We’re starting to see agents really work,” he said. “This will unlock the ability to build completely new products and transform how we work.” The company is particularly focused on building superintelligence and AI that is even more tuned into a personal context. Zuckerberg described a broader effort to merge LLMs with the recommendation systems that already power Facebook, Instagram, Threads and Meta’s ads. “Today, our apps feel like algorithms that recommend content,” he said. “Soon, you’ll open our apps and you’ll have an AI that understands you and also happens to be able to show you great content or even generate great personalised content for you.” Meta expects to spend between $162-169bn in 2026 – with most of that money going towards infrastructure costs, followed by employee compensation – especially new hires to support AI expansion. Investors have previo...
"And also around upsell. At every opportunity within the customer journey on the terminal, you are asked would you like to add this, would you like to do that? Because you've got more time and you're not being judged, you're very much more inclined to actually say yes to these things."
"And also around upsell. At every opportunity within the customer journey on the terminal, you are asked would you like to add this, would you like to do that? Because you've got more time and you're not being judged, you're very much more inclined to actually say yes to these things."
Electric vehicle (EV) maker Rivian Automotive (NASDAQ: RIVN) has big plans in 2025. It could, in fact, become a make-or-break year for the young EV company, and there are reasons to be optimistic about its prospects. Rivian is carrying momentum into the new year from several sources. Investors have been noting its accomplishments and potential by driving its stock up by about 35% over the last thr...
Electric vehicle (EV) maker Rivian Automotive (NASDAQ: RIVN) has big plans in 2025. It could, in fact, become a make-or-break year for the young EV company, and there are reasons to be optimistic about its prospects. Rivian is carrying momentum into the new year from several sources. Investors have been noting its accomplishments and potential by driving its stock up by about 35% over the last three months. Whether that will continue depends on how the company executes on its expansion plans on several fronts in the coming months. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » Rivian's growing opportunities Interest in electric vehicles continued to grow in 2024, but the rate of growth has slowed. EV sales rose by 7.3% to 1.3 million units in the U.S. last year. Rivian's R1S SUV was the No. 10 best-selling domestic EV in 2024. The company delivered about 51,500 units for the year, consisting of its R1S, R1T pickup truck, and electric commercial van. One new growth opportunity is its commercial van. The EV maker has been delivering on an existing 100,000-vehicle order for early investor Amazon. Earlier this month, the company renamed it the Rivian Commercial Van (RCV), making it available to any fleet operator. It was previously exclusive to Amazon. Management said inquiries are coming in from many different business operators, including plumbers and electricians, floral and food-service providers, dry cleaners, and even dog groomers. A focus on EV tech Rivian is also working to grow through a focus on EV technology. CEO R.J. Scaringe is the public face of this drive. Last month, he announced plans to launch advanced hands-free assist capabilities this year, with "eyes off" systems due in 2026. It seems to be taking a page out of Tesla's playbook here. Consumers are looking for more autonomous vehicle capabilities, even if that doesn't mean a fully driverless robotaxi. Scaringe ...
NEW YORK, Jan 28, 2026, 18:41 (ET) — After-hours Alphabet’s Class C shares (GOOG) gained roughly 0.4% in after-hours trading. Google has reached a $135 million settlement in a lawsuit about Android data transfers, though the deal still requires court approval. EU regulators launched fresh Digital Markets Act proceedings targeting access to Google search data and its Gemini models. Alphabet’s non-v...
NEW YORK, Jan 28, 2026, 18:41 (ET) — After-hours Alphabet’s Class C shares (GOOG) gained roughly 0.4% in after-hours trading. Google has reached a $135 million settlement in a lawsuit about Android data transfers, though the deal still requires court approval. EU regulators launched fresh Digital Markets Act proceedings targeting access to Google search data and its Gemini models. Alphabet’s non-voting Class C shares (GOOG) ticked up in after-hours on Wednesday, finishing roughly 0.4% higher at $336.28. Alphabet’s stock faces a jam-packed period for megacap tech as investors wrestle with distinguishing product gains from growing AI costs and ongoing regulatory pressure. Legal and policy news rarely sparks daily moves for the company, yet they often influence the mood ahead of earnings. Alphabet has pulled ahead of several large-cap rivals late in the AI cycle, with its stock climbing roughly 29% over the last three months of 2025, Reuters reports. The gains came after enthusiasm grew around Google’s Gemini 3 model and a deal to power Apple’s redesigned Siri. “Alphabet has the upper hand in the AI race … tough to penetrate,” said David Wagner, head of equities at Aptus Capital Advisors, though he cautioned that first-mover advantages can erode. (Reuters) Google has agreed to a $135 million settlement in a proposed class action in San Jose, California, over allegations that Android collected users’ cellular data without permission. The deal, which still requires a judge’s approval, would force Google to obtain consent during phone setup and simplify the process to stop data transfers. Plaintiffs’ lawyer Glen Summers described it as the largest payout he’s seen in a “conversion” case—where someone is accused of wrongly taking another’s property. (Reuters) Europe’s Commission launched two Digital Markets Act (DMA) specification proceedings, targeting how “gatekeeper” platforms must comply. The focus: access to Google search data and features linked to its Gemini AI mode...
Singapore left its monetary policy settings unchanged for a third straight review, while raising its forecast for inflation in a signal that its next move may be a tightening. The Monetary Authority of Singapore , which uses the exchange rate as its main policy tool rather than interest rates, said Thursday it would keep the slope, width and center of its policy band unchanged. Nineteen of 20 econ...
Singapore left its monetary policy settings unchanged for a third straight review, while raising its forecast for inflation in a signal that its next move may be a tightening. The Monetary Authority of Singapore , which uses the exchange rate as its main policy tool rather than interest rates, said Thursday it would keep the slope, width and center of its policy band unchanged. Nineteen of 20 economists in a Bloomberg survey predicted the decision. The majority said they expected the MAS to add a hawkish bias on inflation concerns. The MAS, which holds four policy reviews per year, had loosened its settings twice in 2025 — January and April — to help support growth, then stood pat through the rest of last year as the trade-reliant nation largely shrugged off the impact of President Donald Trump’s tariff onslaught. The MAS review comes as central banks globally adopt divergent paths — emerging Asian economies are expected to lower borrowing costs, Japan, Canada and Australia are seen hiking while euro zone will likely leave rates unchanged. The US Federal Reserve, meanwhile, may ease settings further after holding rates on Wednesday . The city-state’s economy expanded 4.8% in 2025, the fastest in four years, helped by AI-related demand surge for semiconductors and electronics. However, authorities have warned that sustaining this pace will be challenging given ongoing geopolitical and US trade policy uncertainties. Thursday’s decision follows inflation data for December that showed consumer prices remained elevated for a third straight month, driven by healthcare, education and food. The MAS raised its forecasts for 2026 core and headline inflation to 1% to 2%, from 0.5%-1.5% previously. Prime Minister Lawrence Wong is due to unveil his 2026 budget Feb. 12, with economists expecting a conservative fiscal stance after the economy’s strong performance last quarter and emerging inflation concerns.
Image source: The Motley Fool. Wednesday, January 28, 2026 at 5:30 p.m. ET Call participants Chairman and Chief Executive Officer — Satya Nadella Chief Financial Officer — Amy Hood Chief Accounting Officer — Alice Jolla Corporate Secretary and Deputy General Counsel — Keith Dolliver Corporate Vice President, Investor Relations — Jonathan Neilson Takeaways Total revenue -- $81.3 billion, up 17% in ...
Image source: The Motley Fool. Wednesday, January 28, 2026 at 5:30 p.m. ET Call participants Chairman and Chief Executive Officer — Satya Nadella Chief Financial Officer — Amy Hood Chief Accounting Officer — Alice Jolla Corporate Secretary and Deputy General Counsel — Keith Dolliver Corporate Vice President, Investor Relations — Jonathan Neilson Takeaways Total revenue -- $81.3 billion, up 17% in constant currency, driven by growth across core commercial businesses. -- $81.3 billion, up 17% in constant currency, driven by growth across core commercial businesses. Operating income -- Increased by 21% in constant currency, reflecting both higher revenue and improved operating leverage. -- Increased by 21% in constant currency, reflecting both higher revenue and improved operating leverage. EPS -- $4.14, up 24% in constant currency when adjusted for OpenAI’s impact, indicating substantial bottom-line expansion. -- $4.14, up 24% in constant currency when adjusted for OpenAI’s impact, indicating substantial bottom-line expansion. Microsoft Cloud revenue -- $51.5 billion, up 26% in constant currency, marking the first time the cloud business surpassed $50 billion in a quarter. -- $51.5 billion, up 26% in constant currency, marking the first time the cloud business surpassed $50 billion in a quarter. Gross margin percentage -- 68%, slightly lower year over year, primarily due to continued AI infrastructure investments and higher AI product usage. -- 68%, slightly lower year over year, primarily due to continued AI infrastructure investments and higher AI product usage. Operating expenses -- Rose 5% in constant currency, attributed to R&D in compute capacity, AI talent, and impairment charges in gaming. -- Rose 5% in constant currency, attributed to R&D in compute capacity, AI talent, and impairment charges in gaming. Capital expenditures -- $37.5 billion, with roughly two-thirds on short-lived assets such as GPUs and CPUs; finance leases accounted for $6.7 billion, mainly ...
Earnings Call Insights: Adtalem Global Education (ATGE) Q2 2026 Management View Stephen Beard, CEO & Chairman, highlighted "our 10th consecutive quarter of enrollment growth," and confirmed that Adtalem remains "on track to achieve our full year revenue guidance of 6% to 8.5% growth," while raising adjusted earnings per share guidance to "17% to 20% growth." Beard emphasized, "We deployed $165 mil...
Earnings Call Insights: Adtalem Global Education (ATGE) Q2 2026 Management View Stephen Beard, CEO & Chairman, highlighted "our 10th consecutive quarter of enrollment growth," and confirmed that Adtalem remains "on track to achieve our full year revenue guidance of 6% to 8.5% growth," while raising adjusted earnings per share guidance to "17% to 20% growth." Beard emphasized, "We deployed $165 million to share repurchases, and we have approximately $728 million remaining on our current authorization." He pointed to sustainable momentum and the company's "differentiated business model," further noting, "Walden has achieved record total enrollment. More than 52,000 students now generate industry-leading scale and operating leverage." Beard also reported Chamberlain "growing enrollment by 6,000 students in just 3 years to reach a record of 40,000 students." He announced an upcoming Investor Day where the company will present its "multiyear growth framework, including capacity expansion plans and new revenue streams." Beard stated, "Total enrollment grew over 6% to 97,000 students. Revenue grew 12% to $503 million. We delivered further efficiencies as adjusted EBITDA grew to $155 million." He added, "Adjusted earnings per share of $2.43, an increase of 34% versus last year." Robert Phelan, Senior VP & CFO, said, "Halfway through fiscal year 2026, we are executing against our Growth with Purpose strategy, putting us on track to meet our full year financial goals." Phelan continued, "Revenue in the second quarter increased by 12.4% to $503.4 million, driven by all 3 segments." He added, "Walden continues to be a source of strength and in particular, was aided by a 1-week academic calendar shift from the third quarter into the second quarter this fiscal year, resulting in an incremental $18 million in revenue recognized in Q2 rather than in Q3." Phelan also stated, "Consolidated adjusted EBITDA came in at $154.9 million, up 23.9% compared to the prior year." Outlook Phelan...
At the other end of the scale among water and sewerage companies, customers of Severn Trent Water will see a rise of 10% (up £52 to £587). Hafren Dyfrdwy is raising annual bills by 9% (up £54 to £635), and United Utilities is also increasing bills by 9% (up £57 to £660).
At the other end of the scale among water and sewerage companies, customers of Severn Trent Water will see a rise of 10% (up £52 to £587). Hafren Dyfrdwy is raising annual bills by 9% (up £54 to £635), and United Utilities is also increasing bills by 9% (up £57 to £660).
Bloomberg Samsung Electronics Co.’s chip unit beat expectations with a more than five-fold profit gain in profit, a healthy signal for an artificial intelligence spending wave that’s triggered a surge in memory demand. The South Korean company plans to expand sales of AI-related chips and is on track to begin delivering its next-generation high-bandwidth memory, HBM4, to Nvidia Corp. in the first ...
Bloomberg Samsung Electronics Co.’s chip unit beat expectations with a more than five-fold profit gain in profit, a healthy signal for an artificial intelligence spending wave that’s triggered a surge in memory demand. The South Korean company plans to expand sales of AI-related chips and is on track to begin delivering its next-generation high-bandwidth memory, HBM4, to Nvidia Corp. in the first quarter. That’s a key step in its bid to catch up with SK Hynix Inc. in a high-margin product essential for AI accelerators. Its shares gained more than 1% in extended trading. Most Read from Bloomberg Samsung’s strong showing followed better-than-anticipated results from its smaller rival, suggesting that voracious appetite for AI memory is outstripping global supply, creating a windfall for the two industry leaders. Meta Platforms Inc. and Microsoft Corp. unveiled sharp gains in capital spending when they reported results overnight. At the same time, that demand has caused shortages of conventional DRAM and NAND used in modern electronics from personal computers to smartphones. Samsung and Hynix executives will offer their outlook and perspectives for the market on separate calls Thursday morning. “Samsung’s HBM4 confidence signals that its ‘fast follower’ journey is finally bearing fruit,” said Greg Roh, an analyst at Hyundai Motor Securities Co. “The company now appears to have the technical edge to lead the industry’s transition to next-generation of HBM later this year.” Samsung reported a three-month operating profit of 16.4 trillion won ($11.4 billion), compared with analysts’ average projection of 10.85 trillion won. Its net income came to 19.29 trillion won, beating estimates of 15.1 trillion won. Samsung also said it would buy back 3.57 trillion won of its shares, and announced a special dividend payout that raises its fourth-quarter payout to 3.75 trillion won. Photographer: SeongJoon Cho/Bloomberg The company’s shares more than doubled in value in 2025 and surg...