Memory prices are booming, pricing out many prospective PC builders in 2026. But, according to AMD's SVP & GM of the Client Business Unit, Rahul Tikoo, it's nothing to be worried about. During a roundtable interview with Tom’s Hardware at CES 2026 in Las Vegas, Nevada, we asked Tikoo how the company is responding to skyrocketing DRAM and storage prices, and how that might affect AMD going into 202...
Memory prices are booming, pricing out many prospective PC builders in 2026. But, according to AMD's SVP & GM of the Client Business Unit, Rahul Tikoo, it's nothing to be worried about. During a roundtable interview with Tom’s Hardware at CES 2026 in Las Vegas, Nevada, we asked Tikoo how the company is responding to skyrocketing DRAM and storage prices, and how that might affect AMD going into 2026, as market intelligence firm IDC forecasts that PC shipments to fall by as much as 9% this year. “We don’t see an issue there other than, you know, tightness leads to higher prices, eventually. So, from that perspective, I’m not seeing any impact to our business this year,” the executive told Tom’s Hardware. “I think that people who need the technology need the technology, and they’re going to buy the technology — though consumers might decide that they have a choice to make on how much memory, what CPU.” He also added, “Which is okay because we have a wide assortment of products available.” AMD currently offers 215 SKUs, which are "AI PC" capable. There are also an equal or larger number of non-AI PC options available from the chipmaker. This means prospective PC buyers across a host of budgets and form factors may be able to find an AMD CPU to fit their build and budget. Old AM4 CPUs still in production have been topping Amazon’s sales charts, with another AMD executive even teasing the return of older Zen 3 processors. Tikoo’s answer is logical — after all, AMD does not influence the memory chip supply chain, and they’re also seemingly not directly affected. Though the company sells Radeon GPUs, which are gaining ground on Nvidia’s RTX graphics cards, its market share is still small, sitting at just 7%. On the other hand, Nvidia dominates the GPU space, with a staggering 92% footprint. Therefore, it's likely that Nvidia is heavily affected, especially since Nvidia is reportedly no longer supplying VRAM to its GPU board partners. So, the only thing that it can really do...
Growth stocks could continue to power the market higher this year. The biggest driver of the stock market over the past decade has been tech growth stocks. Let's look at three red-hot growth stocks in the tech sector that are worth closer consideration today as we enter 2026. Broadcom When it comes to megacap tech stocks, none may have a better growth outlook over the next few years than Broadcom ...
Growth stocks could continue to power the market higher this year. The biggest driver of the stock market over the past decade has been tech growth stocks. Let's look at three red-hot growth stocks in the tech sector that are worth closer consideration today as we enter 2026. Broadcom When it comes to megacap tech stocks, none may have a better growth outlook over the next few years than Broadcom (AVGO 0.08%). The company is seeing strong growth from its networking portfolio, which helps manage the transfer of data within an artificial intelligence (AI) data center. However, its biggest opportunity is helping companies design custom AI chips. Expand NASDAQ : AVGO Broadcom Today's Change ( -0.08 %) $ -0.27 Current Price $ 343.50 Key Data Points Market Cap $1.6T Day's Range $ 335.88 - $ 349.70 52wk Range $ 138.10 - $ 414.61 Volume 19M Avg Vol 29M Gross Margin 64.71 % Dividend Yield 0.70 % Broadcom is a leader in ASIC (application-specific integrated circuit) technology, where it provides customers with access to its intellectual property portfolio and helps them make the chips through its relationship with Taiwan Semiconductor Manufacturing (TSM 2.67%), where it both has the capacity and can use the foundry's advanced packaging technologies to manufacture more powerful chips. The company helped Alphabet design its popular Tensor Processing Units (TPUs), which are sending other companies flocking to its services. This is expected to lead to explosive growth in the coming years, with Citigroup analysts projecting the company will see AI revenue grow to $50 billion in fiscal year 2026 and $100 billion in fiscal 2027. Broadcom generated $20 billion in AI revenue and a little under $64 billion in total revenue this past fiscal year. Taiwan Semiconductor Manufacturing Taiwan Semiconductor Manufacturing is one of the companies best positioned to continue to benefit from the ongoing AI infrastructure build-out. The company has a near monopoly on manufacturing advanced chips, ...
As the energy sector comes back into focus, here are two energy stocks with different growth paths. Both deserve attention now. Energy is the lifeblood of our economy, fueling factories, transportation, homes, and data centers. In recent years, the energy sector has come into focus as the use of artificial intelligence (AI) grows and companies scramble to build data centers. Nuclear energy is seen...
As the energy sector comes back into focus, here are two energy stocks with different growth paths. Both deserve attention now. Energy is the lifeblood of our economy, fueling factories, transportation, homes, and data centers. In recent years, the energy sector has come into focus as the use of artificial intelligence (AI) grows and companies scramble to build data centers. Nuclear energy is seen as one key energy source of the future, and investors are piling into uranium miners and nuclear reactor developers at an accelerating pace. Cameco (CCJ +1.81%), the Canadian-based uranium miner, has seen its stock surge nearly 80% over the past years. Expand NYSE : CCJ Cameco Today's Change ( 1.81 %) $ 1.85 Current Price $ 103.94 Key Data Points Market Cap $44B Day's Range $ 101.00 - $ 104.15 52wk Range $ 35.00 - $ 110.16 Volume 4M Avg Vol 4.7M Gross Margin 26.65 % Dividend Yield 0.17 % On the other hand, oil and gas giants like ExxonMobil (XOM 2.12%) have lagged in recent years due to falling commodity prices. However, there is an opportunity in natural gas that investors shouldn't overlook, and the company trades at a significantly lower valuation. If you're searching for energy stocks to add to your diversified portfolio, Cameco and ExxonMobil are strong names to consider. However, before you buy, consider the following. Cameco stands to benefit from growing nuclear infrastructure Cameco's long-term opportunity is in the expansion of nuclear energy. As countries face rising electricity demand and seek to decarbonize, nuclear power is emerging as a popular choice. More recently, numerous countries have committed to tripling their nuclear capacity by 2050, which should be a long-term tailwind for industry players. Advertisement Nuclear power directly addresses the intermittency of wind and solar by delivering reliable, zero-carbon baseload electricity. The United States has placed emphasis on expanding its nuclear capabilities and will seek to streamline the construction...
Key Points Broadcom has a huge opportunity in front of it with custom AI chips. TSMC has become a virtual monopoly on manufacturing advanced AI chips. AppLovin has been seeing strong growth and has a couple of potential growth catalysts on the horizon. 10 stocks we like better than Broadcom › The biggest driver of the stock market over the past decade has been tech growth stocks. Let's look at thr...
Key Points Broadcom has a huge opportunity in front of it with custom AI chips. TSMC has become a virtual monopoly on manufacturing advanced AI chips. AppLovin has been seeing strong growth and has a couple of potential growth catalysts on the horizon. 10 stocks we like better than Broadcom › The biggest driver of the stock market over the past decade has been tech growth stocks. Let's look at three red-hot growth stocks in the tech sector that are worth closer consideration today as we enter 2026. 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 » Broadcom When it comes to megacap tech stocks, none may have a better growth outlook over the next few years than Broadcom (NASDAQ: AVGO). The company is seeing strong growth from its networking portfolio, which helps manage the transfer of data within an artificial intelligence (AI) data center. However, its biggest opportunity is helping companies design custom AI chips. Broadcom is a leader in ASIC (application-specific integrated circuit) technology, where it provides customers with access to its intellectual property portfolio and helps them make the chips through its relationship with Taiwan Semiconductor Manufacturing (NYSE: TSM), where it both has the capacity and can use the foundry's advanced packaging technologies to manufacture more powerful chips. The company helped Alphabet design its popular Tensor Processing Units (TPUs), which are sending other companies flocking to its services. This is expected to lead to explosive growth in the coming years, with Citigroup analysts projecting the company will see AI revenue grow to $50 billion in fiscal year 2026 and $100 billion in fiscal 2027. Broadcom generated $20 billion in AI revenue and a little under $64 billion in total revenue this past fiscal year. Taiwan Semiconductor Manufacturing Taiwan Semiconductor Manufacturing is one of the companies best positioned to continue to bene...
Jan 7 (Reuters) - JPMorgan Chase has reached a deal to take over Apple credit-card program from Goldman Sachs, the Wall Street Journal reported on Wednesday, citing people familiar with the matter. The biggest U.S. bank will become the new issuer of Apple Card, one of the largest co-branded credit-card programs in the country with about $20 billion in balances, the report said. The potential de...
Jan 7 (Reuters) - JPMorgan Chase has reached a deal to take over Apple credit-card program from Goldman Sachs, the Wall Street Journal reported on Wednesday, citing people familiar with the matter. The biggest U.S. bank will become the new issuer of Apple Card, one of the largest co-branded credit-card programs in the country with about $20 billion in balances, the report said. The potential deal would cement JPMorgan's position in the credit cards segment and mark another win for CEO Jamie Dimon, under whose leadership the bank has become a dominant force in retail and investment banking. JPMorgan will issue Apple Cards for both new and existing customers, with the transition from Goldman Sachs expected to take time, according to the report. The bank is also planning to launch a new Apple-branded savings account, while existing Apple savings customers at Goldman Sachs will be able to choose whether to remain or move, the report said. Goldman Sachs is expected to offload the roughly $20 billion of outstanding card balances at a more than $1 billion discount, the report said. JPMorgan and Goldman declined to comment, while Apple did not immediately respond to a Reuters request for comment. Talks between JPMorgan and Apple began in 2024, as Goldman Sachs sought to unwind a partnership that had once been a cornerstone of its consumer banking strategy. Launched in 2019 in partnership with Goldman Sachs, the Apple credit card offered perks such as no fees and cashback, but the bank's struggles in consumer banking prompted a rethink of the alliance. Barclays and Synchrony Financial had also discussed partnering with Apple for the credit card, Reuters reported last year. (Reporting by Prakhar Srivastava in Bengaluru; Editing by Shilpi Majumdar)
美國退出66個國際組織 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國退出66個國際組織。 白宮發聲明指，總統特朗普已簽署行政命令，指示行政部門盡快終止資助66個組織、機構和委員會，大部分是和聯合國有關，關注...
美國退出66個國際組織 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國退出66個國際組織。 白宮發聲明指，總統特朗普已簽署行政命令，指示行政部門盡快終止資助66個組織、機構和委員會，大部分是和聯合國有關，關注氣候、勞工、移民等「覺醒」議題的實體。包括聯合國婦女署和氣候變化框架公約，指它們違背美國利益，國務卿魯比奧批評這些機構對美國主權、自由和繁榮構成威脅。本屆特朗普政府之前已停止資助世界衛生組織，聯合國人權理事會和教科文組織等機構。
Good morning . Trump ratchets up pressure days after capturing Nicolás Maduro. De Beers bets on India to drive natural diamond demand. And Samsung's highly-anticipated robot Ballie gets sidelined once again. Listen to the day’s top stories . S&P 500 6,920.93 -0.34% Warner Bros Discovery 28.59 +0.42% Paramount Skydance 12.37 -1.04% Netflix 90.73 +0.09% Market data as of 04:31 pm EST. Market data ma...
Good morning . Trump ratchets up pressure days after capturing Nicolás Maduro. De Beers bets on India to drive natural diamond demand. And Samsung's highly-anticipated robot Ballie gets sidelined once again. Listen to the day’s top stories . S&P 500 6,920.93 -0.34% Warner Bros Discovery 28.59 +0.42% Paramount Skydance 12.37 -1.04% Netflix 90.73 +0.09% Market data as of 04:31 pm EST. Market data may be delayed depending on provider agreements. US forces seized a Russian-flagged ship that’s been at the center of a dramatic chase across the Atlantic, escalating the blockade of sanctioned vessels going to and from Venezuela. A second tanker was captured in a pre-dawn Caribbean raid. Oil extended losses on expectations that crude from the Latin American nation will keep flowing. The Trump administration plans to control future sales from Venezuela and use the proceeds to rebuild its economy. Maduro’s ‘Perfect Union’ With China Hides Deep Economic Rupture Read the Story Tensions are still running hot between Beijing and Tokyo with China launching an anti-dumping probe into Japanese dichlorosilane imports, a chipmaking material, hours after imposing export controls on goods with potential military uses and threatening tighter rare-earth restrictions. Beijing also pressured Nvidia, urging some tech firms to pause plans to buy its H200 AI chips, The Information reported. As Donald Trump doubles down on Greenland, Denmark is pinning its hopes on a meeting with Secretary of State Marco Rubio in Washington to reset strained ties over the Arctic island. The US commander in chief leveled fresh criticism toward NATO, saying “Russia and China have zero fear of NATO without the United States, and I doubt NATO would be there for us if we really needed them.” Warner Bros. Discovery spurned an amended takeover offer from Paramount Skydance and encouraged shareholders to stick with a deal it has in place with Netflix , voicing skepticism about the interloper’s ability to pull off what i...
Alphabet shares rose 2.4% Wednesday, putting the Google parent ahead of Apple as the second largest U.S. company by market capitalization. Alphabet's gains gave the company a market value of $3.89 trillion, compared with Apple's $3.85 trillion, according to Dow Jones Market Data. The last time Alphabet was the second largest company by market cap was 2018.
Alphabet shares rose 2.4% Wednesday, putting the Google parent ahead of Apple as the second largest U.S. company by market capitalization. Alphabet's gains gave the company a market value of $3.89 trillion, compared with Apple's $3.85 trillion, according to Dow Jones Market Data. The last time Alphabet was the second largest company by market cap was 2018.
Investment activity dampened the company's profitability in its first quarter. Workplace uniform and protective equipment specialist UniFirst's (UNF 3.03%) stock was hardly the first choice of investors on Wednesday. Following the company's publication of its latest set of quarterly results that morning, many of those folks assertively sold off their shares, resulting in a 3% decline across the tr...
Investment activity dampened the company's profitability in its first quarter. Workplace uniform and protective equipment specialist UniFirst's (UNF 3.03%) stock was hardly the first choice of investors on Wednesday. Following the company's publication of its latest set of quarterly results that morning, many of those folks assertively sold off their shares, resulting in a 3% decline across the trading session. Revenue up, profit down For its first quarter of fiscal 2026, UniFirst earned just over $621 million in revenue, which was almost 3% higher on a year-over-year basis. Net income under generally accepted accounting principles (GAAP) went in the opposite direction, falling by 20% to $34.4 million ($1.89 per share). While that top line beat the average analyst estimate of slightly under $620 million, the company whiffed on earnings. Collectively, pundits tracking UniFirst stock were modeling $2.10 per share. In its earnings release, UniFirst attributed the revenue increase to new customer additions and improved retention of existing clientele. Profitability was impacted by the company's investments made during the quarter. Expand NYSE : UNF UniFirst Today's Change ( -3.03 %) $ -6.15 Current Price $ 197.00 Key Data Points Market Cap $3.5B Day's Range $ 186.61 - $ 202.00 52wk Range $ 147.66 - $ 232.14 Volume 361K Avg Vol 209K Gross Margin 30.76 % Dividend Yield 0.70 % Full-year guidance maintained UniFirst also reaffirmed its existing outlook for the entirety of fiscal 2026. It continues to believe that revenue will range from just under $2.48 billion to almost $2.5 billion for the period, with per-share GAAP earnings anticipated to be between $6.58 and $6.98 per share. By comparison, those figures for 2025 were $2.43 billion and $7.98 per share, respectively. Advertisement While I don't consider this quarter to be a disaster for UniFirst, it isn't exactly inspiring. That goes double for the profitability guidance, which forecasts a notable decline in the annual t...
(RTTNews) - Tesla (TSLA) chief executive Elon Musk has downplayed the competitive impact of Nvidia's newly unveiled autonomous driving models, saying it could take five or six years before they pose meaningful pressure on Tesla's Full Self-Driving (Supervised) system. The comments followed Nvidia CEO Jensen Huang's CES announcement of Alpamayo, a new family of open AI models designed to support au...
(RTTNews) - Tesla (TSLA) chief executive Elon Musk has downplayed the competitive impact of Nvidia's newly unveiled autonomous driving models, saying it could take five or six years before they pose meaningful pressure on Tesla's Full Self-Driving (Supervised) system. The comments followed Nvidia CEO Jensen Huang's CES announcement of Alpamayo, a new family of open AI models designed to support autonomous vehicle development. Responding on X, Musk argued that while Nvidia and others may reach high baseline performance quickly, solving the remaining edge cases that make self-driving safer than humans will be far more difficult and time-consuming. Musk added that most legacy automakers are still years away from integrating custom camera systems and onboard AI computers at scale, further delaying any serious challenge to Tesla's approach. Huang, meanwhile, described Tesla's FSD stack as state-of-the-art but noted that Nvidia focuses on providing full AV platforms to automakers rather than building vehicles itself. Autonomy remains central to Tesla's long-term strategy, with the company already testing limited robotaxi services in Austin and operating a supervised ride-hailing service in San Francisco, while continuing to train a next-generation FSD model. TSLA currently trades at $433.37 or 0.09% higher on the NasdaqGS. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
(RTTNews) - Following two consecutive days of gains, Canadian stocks gave back ground on Wednesday as investors resorted to profit taking. In addition, the decline was triggered by a retreat in mining and energy stocks due to profit taking in gold and the U.S. efforts to gain full control over Venezuelan oil trade, respectively. After opening below yesterday's close, the benchmark S&P/TSX Composit...
(RTTNews) - Following two consecutive days of gains, Canadian stocks gave back ground on Wednesday as investors resorted to profit taking. In addition, the decline was triggered by a retreat in mining and energy stocks due to profit taking in gold and the U.S. efforts to gain full control over Venezuelan oil trade, respectively. After opening below yesterday's close, the benchmark S&P/TSX Composite Index traded firmly negative throughout the session before settling at 32,135.49, down by 271.53 points (or 0.84%). Two of the 11 sectors posted gains today, with the healthcare sector leading the pack. Canadian mining stocks climbed over the past two days, with the materials sector surging 3.28% on Monday and 3.12% on Tuesday largely due to persisting geopolitical tensions. Today, however, despite the ongoing tensions, traders opted to book profits, which triggered a slide in mining stocks. Last Saturday, U.S. forces barged into Venezuela, captured Venezuelan President Nicolas Maduro and his wife, and flew them to the U.S. to put them on trial to face several criminal charges. Soon after Maduro's displacement, U.S. President Donald Trump who ordered the operation, announced that the U.S. will be "running" Venezuela with "total access" to the nation's oil wealth until a new government is formed. Yesterday, Trump announced that Venezuela would transfer 30 million to 50 million barrels of "extra-heavy crude" to the U.S. and that the U.S. can sell up to $3 billion worth of Venezuelan crude presently in tankers and reserve facilities. Reportedly, Venezuela will continue to supply even beyond the initial 50 million barrels. Trump wants the U.S. oil majors (namely ExxonMobil, Chevron, and ConocoPhillips) to resurrect Venezuela's depleting oil infrastructure. Energy stocks were under pressure due to these developments. The dual dip in the materials and energy sectors weighed on the broader market today. A boost in Venezuelan oil exports could immensely hurt Canadian companies se...
Key Points An analyst initiated coverage of the rare-earth specialist. He flagged it as a buy. 10 stocks we like better than NioCorp Developments › Specialty mining stock NioCorp Developments (NASDAQ: NB) was able to surmount the hump of Hump Day, closing more than 2% higher in price to contrast favorably with the S&P 500 index's 0.3% decline. A bullish analyst note was an immediate catalyst for t...
Key Points An analyst initiated coverage of the rare-earth specialist. He flagged it as a buy. 10 stocks we like better than NioCorp Developments › Specialty mining stock NioCorp Developments (NASDAQ: NB) was able to surmount the hump of Hump Day, closing more than 2% higher in price to contrast favorably with the S&P 500 index's 0.3% decline. A bullish analyst note was an immediate catalyst for the rise. Buy, says bull Freedom Capital Markets' Vitaly Kononov initiated coverage of NioCorp stock that day. He recommends it as a buy, with a price target of $8.70. That's a sturdy 31% higher than the company's most recent closing price. 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 » Kononov's take on NioCorp is based on several factors, according to reports. A critical one is that the company benefits from top-down U.S. government support, as the Trump administration has prioritized the development of rare-earth mining in the country. The pundit also wrote in his inaugural NioCorp note that the company will also benefit from demand from U.S. industrial companies that require rare-earth elements. Finally, Kononov waxed bullish about the quality of the company's deposits and its production, and said it had signed advantageous offtake contracts (in which a customer commits to buying output from a producer in advance). A rare bird There aren't many rare-earth companies in the world, and only a handful are based in the U.S. This gives NioCorp vast, inherent potential, and on that basis alone, I'd be as optimistic as Kononov. The company certainly feels as if it's operating the right business at the right time in this nation's history. Should you buy stock in NioCorp Developments right now? Before you buy stock in NioCorp Developments, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and NioCorp Deve...