20 hours ago
While he stepped down as CEO of Berkshire Hathaway at the end of last year, Warren Buffett's wealth, and thus his portfolio, is still tied to the conglomerate and its stock portfolio. On that end, Berkshire's top-three positions -- consisting of Apple (NASDAQ: AAPL), American Express (NYSE: AXP), and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) (Nasdaq) -- make up more than half of its equity portfolio.
All three are strong compounding businesses with wide moats, but which looks like the best of the group to buy today? Let's take a look at each.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Apple is Berkshire's largest holding, making up about 22% of its portfolio. The stock is a Buffett favorite because it has one of the best compounding business models out there.
Apple, of course, is best known for its iPhone and other devices. Smartphones and computers tend to have very predictable replacement cycles, which creates an almost recurring type of revenue stream for the company. However, the beauty of the business stems from its closed-garden ecosystem that helps lock in consumers, from which it then collects high-margin service revenue. This revenue comes from a variety of sources, including a search revenue-sharing deal with Alphabet, commissions on app downloads, Apple Pay, and subscriptions for things like cloud storage.
#NASDAQ #revenue #best #alphabet
All three are strong compounding businesses with wide moats, but which looks like the best of the group to buy today? Let's take a look at each.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Apple is Berkshire's largest holding, making up about 22% of its portfolio. The stock is a Buffett favorite because it has one of the best compounding business models out there.
Apple, of course, is best known for its iPhone and other devices. Smartphones and computers tend to have very predictable replacement cycles, which creates an almost recurring type of revenue stream for the company. However, the beauty of the business stems from its closed-garden ecosystem that helps lock in consumers, from which it then collects high-margin service revenue. This revenue comes from a variety of sources, including a search revenue-sharing deal with Alphabet, commissions on app downloads, Apple Pay, and subscriptions for things like cloud storage.
#NASDAQ #revenue #best #alphabet
22 hours ago
Quantum computers can be better at processing data-heavy workloads in areas like science and cryptography, because they can use a concept called superposition to simulate multiple solutions to a problem at the same time. However, even the best quantum systems today are still making far too many errors to solve complex real-world problems.
Rigetti Computing (NASDAQ: RGTI) is one of the industry leaders right now, and it's making genuine progress. But considering even the company's most powerful quantum computers aren't overly useful yet, it's struggling to generate meaningful sales, so it's burning through truckloads of cash while it continues to conduct research and development.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
That creates a problem for shareholders, because Rigetti stock is trading at a sky-high valuation, which opens the door to potential downside if the company can't find a way to bring in significantly more revenue in the near future. Here's why I predict the stock will plummet over the next 12 months.
Rigetti built its own fabrication facility to produce chips, developed its own quantum programming language, and even created its own cloud platform, which it can rent to other businesses, thereby monetizing quantum computing capacity. By effectively operating its own end-to-end supply chain, the company can bring new systems to market much faster than many of its competitors.
#quantum #signal #even #company
Rigetti Computing (NASDAQ: RGTI) is one of the industry leaders right now, and it's making genuine progress. But considering even the company's most powerful quantum computers aren't overly useful yet, it's struggling to generate meaningful sales, so it's burning through truckloads of cash while it continues to conduct research and development.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
That creates a problem for shareholders, because Rigetti stock is trading at a sky-high valuation, which opens the door to potential downside if the company can't find a way to bring in significantly more revenue in the near future. Here's why I predict the stock will plummet over the next 12 months.
Rigetti built its own fabrication facility to produce chips, developed its own quantum programming language, and even created its own cloud platform, which it can rent to other businesses, thereby monetizing quantum computing capacity. By effectively operating its own end-to-end supply chain, the company can bring new systems to market much faster than many of its competitors.
#quantum #signal #even #company
2 days ago
Updated Sept 16, 2026, 12:44 pm EDT / Original Sept 16, 2026, 10:49 am EDT
Power availability is a key constraint to
AI growthExternal link
. Computers need to be turned on. That idea has sent data center operators scrambling for internally controlled power-generation solutions, helping send shares of power-equipment providers to the moon.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
U.S.-Canada energy trade already delivers energy security and abundance for consumers on a larger scale than Venezuela can provide, Ben Cahill writes.
#power #sept #updated
Power availability is a key constraint to
AI growthExternal link
. Computers need to be turned on. That idea has sent data center operators scrambling for internally controlled power-generation solutions, helping send shares of power-equipment providers to the moon.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
U.S.-Canada energy trade already delivers energy security and abundance for consumers on a larger scale than Venezuela can provide, Ben Cahill writes.
#power #sept #updated
8 days ago
But first, what's optoelectronics?
Computers speak in electrons. Fiber in fiber optic cable speaks photons. Connect the two and that's optoelectronics.
Lasers provide the light and modulators encode digital information to be transmitted:
Optoelectronics technology is efficient and solving a data transmission problem that's been an AI bottleneck recently.
Recent pullbacks in two great optoelectronics companies have provided potentially attractive opportunities. The first company is Ciena (CIEN), a $50 billion market capitalization firm that makes high-speed optical network equipment.
#optoelectronics #fiber #connect #speak
Computers speak in electrons. Fiber in fiber optic cable speaks photons. Connect the two and that's optoelectronics.
Lasers provide the light and modulators encode digital information to be transmitted:
Optoelectronics technology is efficient and solving a data transmission problem that's been an AI bottleneck recently.
Recent pullbacks in two great optoelectronics companies have provided potentially attractive opportunities. The first company is Ciena (CIEN), a $50 billion market capitalization firm that makes high-speed optical network equipment.
#optoelectronics #fiber #connect #speak
9 days ago
Nvidia (NASDAQ: NVDA) has been the artificial intelligence (AI) chip company leading this technology revolution so far. This is for two reasons: The company got in on the ******* e early, and its commitment to innovation has kept it in the top spot. And investors, excited about Nvidia's soaring earnings, have piled into the stock, seen as a no-brainer AI winner.
These days, however, Nvidia isn't the only chip company positioned to benefit from the AI market, one on track to reach into the trillions of dollars. In fact, another player is making significant progress, and this player is Advanced Micro Devices (NASDAQ: AMD).
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Over time, AMD has become a leader in central processing units (CPUs), the chips that power computers, but in recent quarters, the company is proving its strength in AI chips too -- and investors have recognized it. So far this year, AMD stock is outperforming Nvidia. Now, my prediction is AMD stock could outrun Nvidia over the next three years -- here's the bull case.
So, first, a bit of background. As mentioned, Nvidia entered this market early and began tailoring its graphics processing units (GPUs) to suit AI about a decade ago. Over the past few years, revenue has taken a tremendous leap as sales of AI chip systems soared. For example, in the second quarter three years ago, revenue came in at $13 billion -- in the recently completed second quarter, that number reached $96 billion.
#Stock #NASDAQ
These days, however, Nvidia isn't the only chip company positioned to benefit from the AI market, one on track to reach into the trillions of dollars. In fact, another player is making significant progress, and this player is Advanced Micro Devices (NASDAQ: AMD).
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Over time, AMD has become a leader in central processing units (CPUs), the chips that power computers, but in recent quarters, the company is proving its strength in AI chips too -- and investors have recognized it. So far this year, AMD stock is outperforming Nvidia. Now, my prediction is AMD stock could outrun Nvidia over the next three years -- here's the bull case.
So, first, a bit of background. As mentioned, Nvidia entered this market early and began tailoring its graphics processing units (GPUs) to suit AI about a decade ago. Over the past few years, revenue has taken a tremendous leap as sales of AI chip systems soared. For example, in the second quarter three years ago, revenue came in at $13 billion -- in the recently completed second quarter, that number reached $96 billion.
#Stock #NASDAQ
0.00$ raised of 0.00$ goal
0 donations
0.00$
to go
15 days ago
Palladyne AI reported headline growth that looks dramatic: second-quarter revenue rose 470% year over year and 63% sequentially to $5.783 million. Palladyne AI Corp. (NASDAQ:PDYN) ended June with $24.6 million of backlog, up 43% during the quarter after roughly $13 million of new contract awards, net of revenue recognized. Management expects most of that backlog to become revenue over the next 12 to 18 months and reiterated 2026 revenue guidance of $24 million to $27 million, or 357% to 415% growth.
Copyright: ralwel / 123RF Stock Photo
The comparison needs an important qualification. Palladyne said the increase came from acquisitions as well as organic growth. Its 10-Q says second-quarter product revenue was derived mainly from businesses acquired in November 2025, while engineering-services revenue came from one acquired business. Revenue consisted of hardware products, development contracts, and engineering services; the filing explicitly says Palladyne had generated no software-product revenue to date. The quarter therefore does not yet demonstrate scaled sales of its proprietary autonomy software.
The bull case is that backlog and defense awards provide a bridge to that commercialization. Programs involving SwarmOS, Gremlin-X, BRAIN flight computers, and Air Force development work may deepen customer relationships. But award values do not become revenue immediately, and fixed-price development work can produce weak margins if actual costs exceed estimates. Palladyne separately put total estimated contract value at $30.9 million, but that broader figure includes unexercised options and should not be confused with firm backlog.
The loss profile remains severe. Operating loss widened to $13.413 million from $8.094 million a year earlier, and net loss reached $12.326 million. Palladyne held $33.774 million of cash and equivalents plus $9.972 million of marketable securities, totaling $43.746 million. Its reiterated full-year operating-cash-burn outlook was $32 million to $36 million; the company defines that measure as operating cash used plus capital expenditures.
#million #palladyne #quarter
Copyright: ralwel / 123RF Stock Photo
The comparison needs an important qualification. Palladyne said the increase came from acquisitions as well as organic growth. Its 10-Q says second-quarter product revenue was derived mainly from businesses acquired in November 2025, while engineering-services revenue came from one acquired business. Revenue consisted of hardware products, development contracts, and engineering services; the filing explicitly says Palladyne had generated no software-product revenue to date. The quarter therefore does not yet demonstrate scaled sales of its proprietary autonomy software.
The bull case is that backlog and defense awards provide a bridge to that commercialization. Programs involving SwarmOS, Gremlin-X, BRAIN flight computers, and Air Force development work may deepen customer relationships. But award values do not become revenue immediately, and fixed-price development work can produce weak margins if actual costs exceed estimates. Palladyne separately put total estimated contract value at $30.9 million, but that broader figure includes unexercised options and should not be confused with firm backlog.
The loss profile remains severe. Operating loss widened to $13.413 million from $8.094 million a year earlier, and net loss reached $12.326 million. Palladyne held $33.774 million of cash and equivalents plus $9.972 million of marketable securities, totaling $43.746 million. Its reiterated full-year operating-cash-burn outlook was $32 million to $36 million; the company defines that measure as operating cash used plus capital expenditures.
#million #palladyne #quarter
16 days ago
Everspin Technologies (NASDAQ:MRAM) and Teledyne HiRel Semiconductors, a unit of Teledyne Technologies (NYSE:TDY), announced a partnership to make Everspin's PERSYST spin-transfer torque MRAM available through Teledyne HiRel's memory product portfolio for aerospace and defense customers.
The collaboration will initially focus on Everspin's 256Mb PERSYST STT-MRAM and will also cover the company's 64Mb and 128Mb PERSYST products.
PERSYST STT-MRAM is a non-volatile memory technology designed to retain stored data during power loss and system resets while providing RAM-like write speeds.
The companies identified potential applications including avionics, radar systems, electronic warfare payloads, satellite electronics, VPX platforms, single-board computers and autonomous systems.
The agreement expands the channels through which aerospace and defense customers can access Everspin's PERSYST products.
#persyst
The collaboration will initially focus on Everspin's 256Mb PERSYST STT-MRAM and will also cover the company's 64Mb and 128Mb PERSYST products.
PERSYST STT-MRAM is a non-volatile memory technology designed to retain stored data during power loss and system resets while providing RAM-like write speeds.
The companies identified potential applications including avionics, radar systems, electronic warfare payloads, satellite electronics, VPX platforms, single-board computers and autonomous systems.
The agreement expands the channels through which aerospace and defense customers can access Everspin's PERSYST products.
#persyst
18 days ago
Dell (NYSE:DELL) is gearing up to report its fiscal 2027 second-quarter earnings results after the market closes on Tuesday, Sept. 1. Management will also hold a live conference call with Wall Street ***** ysts.
A longtime maker of personal computers, Dell has gotten involved in the artificial intelligence trade by selling servers to data centers and other companies implementing AI solutions, serving as the skeletal structure connecting the components that power AI.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
This includes central processing units (CPUs), graphics processing units (GPUs), memory, storage, and more.
The stock has had a phenomenal year, up roughly 264%. While trading around a near-term event like earnings is always very difficult to predict, Dell's next earnings report could send the stock soaring. Here's why.
#signal
A longtime maker of personal computers, Dell has gotten involved in the artificial intelligence trade by selling servers to data centers and other companies implementing AI solutions, serving as the skeletal structure connecting the components that power AI.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
This includes central processing units (CPUs), graphics processing units (GPUs), memory, storage, and more.
The stock has had a phenomenal year, up roughly 264%. While trading around a near-term event like earnings is always very difficult to predict, Dell's next earnings report could send the stock soaring. Here's why.
#signal
19 days ago
With shares up by roughly 1,200% over the last five years, Micron Technology (NASDAQ: MU) is a standout performer in the generative artificial intelligence (AI) megatrend. But the company's rocketship rally has come under threat. And shares are down around 23% from their all-time high of $1,213 reached on June 25th as investors grow nervous about competition and the sustainability of its high margins.
Let's dig deeper into Micron's pros and cons to decide whether the dip is a long-term buying opportunity or a sign of more trouble to come.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Usually, large corporations find their raison d'etre early in their life cycles. But Micron has been a late bloomer. The company has spent most of the last few decades providing memory hardware for consumer markets, such as personal computers and smartphones, where it has endured brutal competition and low margins. Shares barely budged in the two decades between the dot-com bubble and the COVID-19 pandemic.
However, the arrival of generative AI gave the company a new lease on life as data center operators quickly realized that high bandwidth memory had become one of the primary bottlenecks in creating more powerful large language models (LLMs).
#company #years
Let's dig deeper into Micron's pros and cons to decide whether the dip is a long-term buying opportunity or a sign of more trouble to come.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Usually, large corporations find their raison d'etre early in their life cycles. But Micron has been a late bloomer. The company has spent most of the last few decades providing memory hardware for consumer markets, such as personal computers and smartphones, where it has endured brutal competition and low margins. Shares barely budged in the two decades between the dot-com bubble and the COVID-19 pandemic.
However, the arrival of generative AI gave the company a new lease on life as data center operators quickly realized that high bandwidth memory had become one of the primary bottlenecks in creating more powerful large language models (LLMs).
#company #years
23 days ago
By
Updated Aug. 26, 2026 8:02 pm ET
Listen
(2 min)
HP Inc. HPQ -2.92%
decrease; down pointing triangle
reported higher revenue in the third quarter, but logged lower sales volumes in its personal-computers business and said it is still grappling with stubbornly high memory costs.
#updated #triangle
Updated Aug. 26, 2026 8:02 pm ET
Listen
(2 min)
HP Inc. HPQ -2.92%
decrease; down pointing triangle
reported higher revenue in the third quarter, but logged lower sales volumes in its personal-computers business and said it is still grappling with stubbornly high memory costs.
#updated #triangle
23 days ago
Cerebras Systems (NASDAQ: CBRS) and **** e Exploration Technologies (NASDAQ: SPCX), known as **** eX, are two prominent companies that went public in 2026. Cerebras started trading on May 14, while **** eX followed on June 12.
Cerebras builds wafer-scale artificial intelligence (AI) systems (computers built around a single large processor) and sells access to its computing power through the cloud. **** eX operates reusable rockets, the Starlink satellite network, and an AI segment that includes the Grok large language model and AI computing infrastructure.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Cerebras is much smaller than **** eX in terms of market capitalization. However, its cloud revenue is growing rapidly at a time when more AI spending is shifting from training models toward inference or running them in production.
SpaceX has already generated nearly $2.6 billion in revenue from the AI business in the second quarter of fiscal 2026 (ending June 30). But it also has its profitable Starlink-driven Connectivity business to help fund that expansion.
#SpaceX #NASDAQ #starlink #known
Cerebras builds wafer-scale artificial intelligence (AI) systems (computers built around a single large processor) and sells access to its computing power through the cloud. **** eX operates reusable rockets, the Starlink satellite network, and an AI segment that includes the Grok large language model and AI computing infrastructure.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Cerebras is much smaller than **** eX in terms of market capitalization. However, its cloud revenue is growing rapidly at a time when more AI spending is shifting from training models toward inference or running them in production.
SpaceX has already generated nearly $2.6 billion in revenue from the AI business in the second quarter of fiscal 2026 (ending June 30). But it also has its profitable Starlink-driven Connectivity business to help fund that expansion.
#SpaceX #NASDAQ #starlink #known
23 days ago
Morgan Stanley is forecasting that Cisco (CSCO) could be entering a new period of lasting growth. According to **** yst Meta Marshall, the company appears to be entering a "more durable growth phase," as quoted by Seeking Alpha. The firm also has an "Overweight" rating on the tech giant with a price target of $135. Fueling that call are several key catalysts, including upgrades with networking equipment, demand for artificial intelligence, and cybersecurity.
One of the biggest catalysts for Morgan Stanley's bullishness is that Cisco's customers are still in the early stages of upgrading their networking equipment. As of now, Marshall says that only about 7% of Cisco's Catalyst 4K and 6K (switches that are used by companies to connect computers, phones, servers, and other devices together) have been updated so far. That means there are still plenty of other companies that will need to upgrade.
Walmart Stock Is More Expensive Than Nvidia Amid Earnings Miss
SpaceX Stock Just Crashed Below Its IPO Price: Here's the Bull Case **** ody Can Ignore
A Major Bitcoin Short Squeeze Is Taking MicroStrategy Stock Higher. What Comes Next.
#morgan #Growth #catalysts
One of the biggest catalysts for Morgan Stanley's bullishness is that Cisco's customers are still in the early stages of upgrading their networking equipment. As of now, Marshall says that only about 7% of Cisco's Catalyst 4K and 6K (switches that are used by companies to connect computers, phones, servers, and other devices together) have been updated so far. That means there are still plenty of other companies that will need to upgrade.
Walmart Stock Is More Expensive Than Nvidia Amid Earnings Miss
SpaceX Stock Just Crashed Below Its IPO Price: Here's the Bull Case **** ody Can Ignore
A Major Bitcoin Short Squeeze Is Taking MicroStrategy Stock Higher. What Comes Next.
#morgan #Growth #catalysts
24 days ago
On August 20, ATRenew (NYSE:RERE) reported second-quarter results that beat the high end of its own guidance, with revenue climbing 32.4% year over year to RMB 6.6 billion. Net income jumped 78.6% to RMB 129.1 million, and the company kept buying back shares even as it pushed into new markets overseas. For a business built on other people's used phones, that pairing of faster growth and faster profit is the number worth sitting with.
The engine behind that growth is ATRenew's 1P model, where the company buys, refurbishes, and resells devices itself rather than just running a marketplace. Net product revenue rose 35.9% to RMB 6.2 billion, and the company moved 11.6 million consumer products during the quarter, up from 10.3 million a year earlier. Owning more of that chain is also making each device more profitable. Gross margin on the 1P business rose to 15.7% from 13.2% a year ago, and 1P-to-C retail revenue, the curated resale of phones and computers, grew 92.4% and now makes up 48.8% of product revenue, up from 34.4% last year. Revenue from refurbished products alone grew 87.8%.
All of that flowed to the bottom line: non-GAAP operating income rose 70.1% to RMB 206.3 million, with margin expanding 69 basis points to 3.1%. Newer categories are following the same pattern. Luxury recycling revenue grew 77.3% after the company upgraded select stores into specialized formats, and its B2B marketplace, PJT, grew its registered merchant base to 2.2 million while lifting inspection penetration to 84.4%, up 11.5 percentage points from a year ago. Overseas, the company crossed HKD 120 million in monthly export sales in June and is now building out its FoneSquare and ReRe brands toward hubs in Hong Kong, Dubai, and Miami.
Not every part of the business is pulling in the same direction. Net service revenue fell 4.2% to RMB 414.6 million, a decline the company tied to discretionary discounts handed to merchants during its extended June 18 promotional push. Gold recycling revenue fell even harder, down 35%, as gold prices swung lower and the company chose to pass higher payouts to users rather than protect its own take. Costs are climbing too. Fulfillment expenses rose 31.1% to RMB 540 million as the company staffed up its to-door recycling teams during peak demand.
Physical footprint is also shrinking at the edges, with the company trimming its AHS store count to 2,117 locations by closing underperforming sites. And management flagged a timing risk heading into the back half of the year, noting that expectations around Apple's next iPhone lineup could push device volume into the fourth quarter and early next year rather than this one. Guidance itself points to a slower pace ahead. ATRenew expects third-quarter revenue of RMB 6.3 billion to RMB 6.4 billion, growth of 23.1% to 25.1%, a clear step down from the 32.4% posted this quarter.
#billion #business
The engine behind that growth is ATRenew's 1P model, where the company buys, refurbishes, and resells devices itself rather than just running a marketplace. Net product revenue rose 35.9% to RMB 6.2 billion, and the company moved 11.6 million consumer products during the quarter, up from 10.3 million a year earlier. Owning more of that chain is also making each device more profitable. Gross margin on the 1P business rose to 15.7% from 13.2% a year ago, and 1P-to-C retail revenue, the curated resale of phones and computers, grew 92.4% and now makes up 48.8% of product revenue, up from 34.4% last year. Revenue from refurbished products alone grew 87.8%.
All of that flowed to the bottom line: non-GAAP operating income rose 70.1% to RMB 206.3 million, with margin expanding 69 basis points to 3.1%. Newer categories are following the same pattern. Luxury recycling revenue grew 77.3% after the company upgraded select stores into specialized formats, and its B2B marketplace, PJT, grew its registered merchant base to 2.2 million while lifting inspection penetration to 84.4%, up 11.5 percentage points from a year ago. Overseas, the company crossed HKD 120 million in monthly export sales in June and is now building out its FoneSquare and ReRe brands toward hubs in Hong Kong, Dubai, and Miami.
Not every part of the business is pulling in the same direction. Net service revenue fell 4.2% to RMB 414.6 million, a decline the company tied to discretionary discounts handed to merchants during its extended June 18 promotional push. Gold recycling revenue fell even harder, down 35%, as gold prices swung lower and the company chose to pass higher payouts to users rather than protect its own take. Costs are climbing too. Fulfillment expenses rose 31.1% to RMB 540 million as the company staffed up its to-door recycling teams during peak demand.
Physical footprint is also shrinking at the edges, with the company trimming its AHS store count to 2,117 locations by closing underperforming sites. And management flagged a timing risk heading into the back half of the year, noting that expectations around Apple's next iPhone lineup could push device volume into the fourth quarter and early next year rather than this one. Guidance itself points to a slower pace ahead. ATRenew expects third-quarter revenue of RMB 6.3 billion to RMB 6.4 billion, growth of 23.1% to 25.1%, a clear step down from the 32.4% posted this quarter.
#billion #business
24 days ago
CrowdStrike Holdings (CRWD) is heading into its fiscal second-quarter earnings on Aug. 26 with expectations that are already extremely high. CrowdStrike's last quarter was strong almost everywhere that mattered. Revenue beat expectations, net new ARR accelerated, profitability improved, and management raised its full-year outlook. CRWD stock has climbed 63% year-to-date (YTD), outperforming the broader market. Nonetheless, it is no longer only a question of whether CrowdStrike will beat Wall Street's estimates in Q2. The cybersecurity company now needs to show that the momentum seen in Q1 will continue to justify its sky-high valuation.
CrowdStrike is a cybersecurity company. Its Falcon platform helps businesses protect computers, cloud systems, identities, data, and other technology from cyberattacks. It uses cloud-based security and AI to detect, prevent, and respond to threats. Here are three things investors need to watch in the Q2 report:
IonQ vs. Rigetti: The Better Quantum Computing Stock for Long-Term Investors
QQQ is Still in a Negative Gamma Regime. Here's How a 'Put Wall' and Fibonacci Support Could Come Into Play.
Stocks Set to Open Lower as Chipmakers Get Hit, Nvidia Earnings and Warsh's Jackson Hole Speech Awaited
#investors
CrowdStrike is a cybersecurity company. Its Falcon platform helps businesses protect computers, cloud systems, identities, data, and other technology from cyberattacks. It uses cloud-based security and AI to detect, prevent, and respond to threats. Here are three things investors need to watch in the Q2 report:
IonQ vs. Rigetti: The Better Quantum Computing Stock for Long-Term Investors
QQQ is Still in a Negative Gamma Regime. Here's How a 'Put Wall' and Fibonacci Support Could Come Into Play.
Stocks Set to Open Lower as Chipmakers Get Hit, Nvidia Earnings and Warsh's Jackson Hole Speech Awaited
#investors
27 days ago
Investors today must choose between the established social influence of Reddit (NYSE:RDDT) and the experimental computing potential of Rigetti Computing (NASDAQ:RGTI). Which of these tech-driven businesses represents the better addition to your portfolio?
Reddit uses its massive library of human conversation to drive advertising and licensing revenue. Rigetti develops advanced hardware designed to solve problems too complex for standard computers. This comparison explores whether you should favor a profitable community platform or a speculative leap into the next generation of digital infrastructure.
Reddit operates a vast platform of over 45,000 active communities where users share information and opinions. The company primarily makes money through digital advertising, but it also generates revenue by licensing its data to companies like Google parent Alphabet for training artificial intelligence. Customer concentration like this adds a layer of risk to the business, as its top ten largest advertisers accounted for approximately 21% of revenue in 2025.
Reddit experienced a significant financial transformation recently. In its 2025 fiscal year (FY), revenue reached $2.2 billion, representing growth of 69.4% compared to the previous year. The company also turned profitable, reporting net income of $529.7 million, which equals a net margin of 24.1%.
The company maintains a very strong liquidity position. As of its December 2025 balance sheet, the debt-to-equity ratio is zero, and the current ratio is 11.6x. A current ratio measures a company's ability to cover short-term debts with short-term ******* ets, with higher numbers suggesting more flexibility. Free cash flow, which is cash from operations minus capital expenditures, was $684.2 million in FY 2025. Note that stock-based compensation (SBC) represented 49.7% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
#flow #licensing
Reddit uses its massive library of human conversation to drive advertising and licensing revenue. Rigetti develops advanced hardware designed to solve problems too complex for standard computers. This comparison explores whether you should favor a profitable community platform or a speculative leap into the next generation of digital infrastructure.
Reddit operates a vast platform of over 45,000 active communities where users share information and opinions. The company primarily makes money through digital advertising, but it also generates revenue by licensing its data to companies like Google parent Alphabet for training artificial intelligence. Customer concentration like this adds a layer of risk to the business, as its top ten largest advertisers accounted for approximately 21% of revenue in 2025.
Reddit experienced a significant financial transformation recently. In its 2025 fiscal year (FY), revenue reached $2.2 billion, representing growth of 69.4% compared to the previous year. The company also turned profitable, reporting net income of $529.7 million, which equals a net margin of 24.1%.
The company maintains a very strong liquidity position. As of its December 2025 balance sheet, the debt-to-equity ratio is zero, and the current ratio is 11.6x. A current ratio measures a company's ability to cover short-term debts with short-term ******* ets, with higher numbers suggesting more flexibility. Free cash flow, which is cash from operations minus capital expenditures, was $684.2 million in FY 2025. Note that stock-based compensation (SBC) represented 49.7% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
#flow #licensing
1 month ago
Around 20 people made it known to the Scottish FA that they wanted to be considered to replace Steve Clarke as Scotland's new head coach.
Not one of them was interviewed.
Not because they weren't capable, but because the computer said no.
The days of board members sifting through applicants and picking the best are long gone thanks to football **** ytics and AI.
Computers don't choose coaches but they are playing a bigger part in the process than ever before.
#steve #clarke #made #known
Not one of them was interviewed.
Not because they weren't capable, but because the computer said no.
The days of board members sifting through applicants and picking the best are long gone thanks to football **** ytics and AI.
Computers don't choose coaches but they are playing a bigger part in the process than ever before.
#steve #clarke #made #known
1 month ago
Fernando Alonso has said the algorithms dictating 2026 F1 cars' energy deployment must be "fixed and improved," amid continuing driver frustration with the new generation of power unit regulations.
Under the 2026 rules, the cars' power delivery is split nearly 50/50 between electrical power and internal combustion, with a 'self-learning' computer algorithm critical to deciding how the battery deployment is used throughout a lap and constantly adapting to inputs from the driver.
With deployment already mapped out by software before the race, drivers are unable to 100% control deployment themselves, a quirk of the 2026 cars that has come under criticism from several drivers this season.
Speaking after the Belgian GP at Spa-Francorchamps, arguably the most difficult track for the 2026 cars so far, McLaren's Oscar Piastri lamented a "pretty ***** way of going racing." He said: "It sucks. I can't really say it any other way than that. I certainly wouldn't have been the only person [to complain]."
Piastri added: "When you've got qualifying grids decided by computers behaving or misbehaving, it's a pretty ***** way of going racing."
#deployment #drivers
Under the 2026 rules, the cars' power delivery is split nearly 50/50 between electrical power and internal combustion, with a 'self-learning' computer algorithm critical to deciding how the battery deployment is used throughout a lap and constantly adapting to inputs from the driver.
With deployment already mapped out by software before the race, drivers are unable to 100% control deployment themselves, a quirk of the 2026 cars that has come under criticism from several drivers this season.
Speaking after the Belgian GP at Spa-Francorchamps, arguably the most difficult track for the 2026 cars so far, McLaren's Oscar Piastri lamented a "pretty ***** way of going racing." He said: "It sucks. I can't really say it any other way than that. I certainly wouldn't have been the only person [to complain]."
Piastri added: "When you've got qualifying grids decided by computers behaving or misbehaving, it's a pretty ***** way of going racing."
#deployment #drivers
1 month ago
By Casey Hall and Chenxi Yang
SHANGHAI, Aug 11 (Reuters) - As meteorologists tracked Typhoon Dolphin's path toward China in recent days, a new generation of artificial intelligence weather models worked alongside traditional forecasting systems, highlighting China's emergence as a leading player in the race to improve weather prediction.
Chinese-developed systems, including Shanghai AI Laboratory-developed Fengwu, Huawei's Pangu and Fudan University's **** i, are among a handful of AI forecasting models that researchers say can generate forecasts much faster than conventional systems while matching or surpassing them on some measures of accuracy.
For decades, weather prediction has relied on numerical models running on supercomputers that simulate atmospheric physics. AI models instead learn patterns from vast archives of historical weather observations and can produce forecasts in a fraction of the time. The technology is increasingly being tested during typhoon season in East Asia, where even small improvements in track forecasts can help authorities better prepare for flooding, organise evacuations and manage potential transport disruptions.
The rise of AI weather forecasting has created a new arena of competition among technology companies, research institutes and meteorological agencies, with China emerging as one of the field's leading players.
#weather #systems #forecasts #prediction
SHANGHAI, Aug 11 (Reuters) - As meteorologists tracked Typhoon Dolphin's path toward China in recent days, a new generation of artificial intelligence weather models worked alongside traditional forecasting systems, highlighting China's emergence as a leading player in the race to improve weather prediction.
Chinese-developed systems, including Shanghai AI Laboratory-developed Fengwu, Huawei's Pangu and Fudan University's **** i, are among a handful of AI forecasting models that researchers say can generate forecasts much faster than conventional systems while matching or surpassing them on some measures of accuracy.
For decades, weather prediction has relied on numerical models running on supercomputers that simulate atmospheric physics. AI models instead learn patterns from vast archives of historical weather observations and can produce forecasts in a fraction of the time. The technology is increasingly being tested during typhoon season in East Asia, where even small improvements in track forecasts can help authorities better prepare for flooding, organise evacuations and manage potential transport disruptions.
The rise of AI weather forecasting has created a new arena of competition among technology companies, research institutes and meteorological agencies, with China emerging as one of the field's leading players.
#weather #systems #forecasts #prediction
1 month ago
The financial boosters and backers of the artificial intelligence industry like to argue that, for better or worse, the ubiquity of AI-generated content is inevitable in the near future.
For all of us living in the world of their making, we know 1) it's basically been for the worse and 2) it doesn't have to be inevitable.
There are probably some uses for AI that are helpful in some capacity, but for many of us, our experience with the big plagiarism computers is seeing them used as… big plagiarism computers.
Take the case of Phil Steele's annual college football preview. The preseason magazine has been published since 1995 and is a foundational text for anyone covering the sport year after year. Before the advent of our glorious AI-driven future, when you bought a book ****** led Phil Steele's College Football Preview, you could feel confident that you were purchasing a preview of the coming college football season written by Phil Steele. That is simply no longer the case.
As Steele laid out on his site, there are several books on Amazon using his name to sell what appear to be AI slop knockoffs of his work.
#college #preview #computers
For all of us living in the world of their making, we know 1) it's basically been for the worse and 2) it doesn't have to be inevitable.
There are probably some uses for AI that are helpful in some capacity, but for many of us, our experience with the big plagiarism computers is seeing them used as… big plagiarism computers.
Take the case of Phil Steele's annual college football preview. The preseason magazine has been published since 1995 and is a foundational text for anyone covering the sport year after year. Before the advent of our glorious AI-driven future, when you bought a book ****** led Phil Steele's College Football Preview, you could feel confident that you were purchasing a preview of the coming college football season written by Phil Steele. That is simply no longer the case.
As Steele laid out on his site, there are several books on Amazon using his name to sell what appear to be AI slop knockoffs of his work.
#college #preview #computers
1 month ago
Borderlands Mexico is a weekly rundown of developments in the world of United States-Mexico cross-border trucking and trade. This week in Borderlands Mexico: USMCA gives Mexico an edge as global trade barriers rise; **** eX plans $16.8B semiconductor factory in Texas; and Taiwan-based AI firm to invest $450M in Ciudad Juárez.
Mexico is experiencing a new export boom that could strengthen its position at the center of North American supply chains — but whether that boom translates into a broader nearshoring investment wave and faster economic growth remains an open question.
The latest surge is being powered increasingly by technology rather than the automotive industry that has traditionally dominated Mexican manufacturing.
BBVA México economists said the country's exports of machinery covered under Chapter 84 of the Harmonized System — a category increasingly driven by computers and data-processing equipment — have doubled in just a few years to roughly $200 billion on a trailing 12-month basis.
Founded in 1932, BBVA México is the largest financial institution and bank in the country.
#boom #increasingly #xico #usmca
Mexico is experiencing a new export boom that could strengthen its position at the center of North American supply chains — but whether that boom translates into a broader nearshoring investment wave and faster economic growth remains an open question.
The latest surge is being powered increasingly by technology rather than the automotive industry that has traditionally dominated Mexican manufacturing.
BBVA México economists said the country's exports of machinery covered under Chapter 84 of the Harmonized System — a category increasingly driven by computers and data-processing equipment — have doubled in just a few years to roughly $200 billion on a trailing 12-month basis.
Founded in 1932, BBVA México is the largest financial institution and bank in the country.
#boom #increasingly #xico #usmca
1 month ago
Interested in IQM Quantum Computers? Here are five stocks we like better.
Backlog rose to more than €102 million after the second quarter, though revenue remains heavily weighted toward the second half of 2026. IQM reaffirmed its targets of €42 million–€47 million in revenue and €65 million–€75 million in order intake.
IQM reported €6.7 million in second-quarter revenue but a €30.9 million operating loss, reflecting heavy research and development and listing-related costs. Following its Nasdaq listing, the company held €309.4 million in cash, which management said provides funding through the second quarter of 2028.
The company is expanding production and advancing its technology roadmap, including error correction and hybrid quantum-classical computing with HPE. On-premises quantum systems remain the main revenue source, while commercial adoption is still developing beyond IQM's primarily scientific and government customer base.
IQM's Nasdaq Debut Could Change the Quantum Race for D-Wave
#company
Backlog rose to more than €102 million after the second quarter, though revenue remains heavily weighted toward the second half of 2026. IQM reaffirmed its targets of €42 million–€47 million in revenue and €65 million–€75 million in order intake.
IQM reported €6.7 million in second-quarter revenue but a €30.9 million operating loss, reflecting heavy research and development and listing-related costs. Following its Nasdaq listing, the company held €309.4 million in cash, which management said provides funding through the second quarter of 2028.
The company is expanding production and advancing its technology roadmap, including error correction and hybrid quantum-classical computing with HPE. On-premises quantum systems remain the main revenue source, while commercial adoption is still developing beyond IQM's primarily scientific and government customer base.
IQM's Nasdaq Debut Could Change the Quantum Race for D-Wave
#company
2 months ago
The quantum computing race is accelerating as firms move from theoretical models to functional hardware. Is IonQ (NYSE:IONQ) or Rigetti Computing (NASDAQ:RGTI) the better buy for your portfolio in 2026?
Both companies represent a high-stakes bet on the future of high-performance computing. IonQ focuses on trapped-ion technology to build its systems, while Rigetti specializes in superconducting processors. This comparison evaluates their financial health, strategic growth, and unique risks to help you decide which stock is a more compelling opportunity today.
IonQ develops trapped-ion quantum computers and offers cloud access to government, enterprise, and research customers. The company recently completed the acquisition of SkyWater Technology, establishing a domestic semiconductor foundry to bolster its infrastructure. Customer concentration like this adds a layer of risk to the business, as revenue heavily depends on a few government entities and cloud partnerships.
In FY 2025, revenue reached nearly $130.0 million, which was a 201.9% increase from the roughly $43.1 million reported in FY 2024. Despite this top-line surge, the company reported a net loss of approximately $510.4 million. The net margin was roughly -392.6%, which measures what percentage of each dollar earned as revenue remains after accounting for all expenses.
As of its December 2025 balance sheet, the debt-to-equity ratio was 0.0x, meaning total debt is zero relative to shareholder equity. The current ratio, which measures the ability to cover short-term liabilities with short-term ***** ets, was roughly 15.5x. Free cash flow was negative $299.6 million, representing cash from operations minus capital expenditures for the fiscal year.
#ionq #revenue #technology #trapped
Both companies represent a high-stakes bet on the future of high-performance computing. IonQ focuses on trapped-ion technology to build its systems, while Rigetti specializes in superconducting processors. This comparison evaluates their financial health, strategic growth, and unique risks to help you decide which stock is a more compelling opportunity today.
IonQ develops trapped-ion quantum computers and offers cloud access to government, enterprise, and research customers. The company recently completed the acquisition of SkyWater Technology, establishing a domestic semiconductor foundry to bolster its infrastructure. Customer concentration like this adds a layer of risk to the business, as revenue heavily depends on a few government entities and cloud partnerships.
In FY 2025, revenue reached nearly $130.0 million, which was a 201.9% increase from the roughly $43.1 million reported in FY 2024. Despite this top-line surge, the company reported a net loss of approximately $510.4 million. The net margin was roughly -392.6%, which measures what percentage of each dollar earned as revenue remains after accounting for all expenses.
As of its December 2025 balance sheet, the debt-to-equity ratio was 0.0x, meaning total debt is zero relative to shareholder equity. The current ratio, which measures the ability to cover short-term liabilities with short-term ***** ets, was roughly 15.5x. Free cash flow was negative $299.6 million, representing cash from operations minus capital expenditures for the fiscal year.
#ionq #revenue #technology #trapped
2 months ago
There's a concept in biology called adaptive radiation. It occurs when a species enters a new environment with unoccupied ecological niches and rapidly evolves into multiple distinct forms. We see a similar pattern in technology. When a breakthrough technology emerges, it often triggers a wave of innovation, with a growing number of companies developing competing approaches and quickly filling what was previously an empty market.
Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions
Subscribe to TipRanks Smart Investor Newsletter, and discover new investing opportunities with data-backed stock picks
Quantum computing appears to be following a similar path. The technology is still in its early stages, and a few companies are already racing to bring it into commercial reality, each pursuing different architectures and strategies. Unlike traditional computers, which process information as ones and zeros, quantum computers use quantum bits, or qubits, that can represent multiple states simultaneously. That allows them to tackle certain highly complex calculations much faster than conventional computers.
The commercial potential is hard to ignore, with Grand View Research projecting the quantum computing market will expand from about $1.9 billion in 2026 to more than $8 billion by 2033.
#quantum #tipranks #computing
Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions
Subscribe to TipRanks Smart Investor Newsletter, and discover new investing opportunities with data-backed stock picks
Quantum computing appears to be following a similar path. The technology is still in its early stages, and a few companies are already racing to bring it into commercial reality, each pursuing different architectures and strategies. Unlike traditional computers, which process information as ones and zeros, quantum computers use quantum bits, or qubits, that can represent multiple states simultaneously. That allows them to tackle certain highly complex calculations much faster than conventional computers.
The commercial potential is hard to ignore, with Grand View Research projecting the quantum computing market will expand from about $1.9 billion in 2026 to more than $8 billion by 2033.
#quantum #tipranks #computing
2 months ago
Binance founder Changpeng Zhao (CZ) says this bear market has no shortage of money. Plenty of it is hunting for somewhere to go.
Elsewhere, Social Capital founder Chamath Palihapitiya said where he thinks it should land. Not in artificial intelligence (AI) chips.
CZ did not say where the money should go, but acknowledged that there was a lot of liquidity floating despite the bear market.
The numbers show why it is not going into crypto. Bitcoin (BTC) trades near $63,037. It is down 45% in a year. That is almost exactly half its October 6 record.
Meanwhile, the Social Capital founder Chamath Palihapitiya, a venture capitalist, entrepreneur, and investor, buys three things at once. Land, a power connection, and an empty building to hold the computers.
#capital #chamath #money
Elsewhere, Social Capital founder Chamath Palihapitiya said where he thinks it should land. Not in artificial intelligence (AI) chips.
CZ did not say where the money should go, but acknowledged that there was a lot of liquidity floating despite the bear market.
The numbers show why it is not going into crypto. Bitcoin (BTC) trades near $63,037. It is down 45% in a year. That is almost exactly half its October 6 record.
Meanwhile, the Social Capital founder Chamath Palihapitiya, a venture capitalist, entrepreneur, and investor, buys three things at once. Land, a power connection, and an empty building to hold the computers.
#capital #chamath #money
2 months ago
There's a concept in biology called adaptive radiation. It occurs when a species enters a new environment with unoccupied ecological niches and rapidly evolves into multiple distinct forms. We see a similar pattern in technology. When a breakthrough technology emerges, it often triggers a wave of innovation, with a growing number of companies developing competing approaches and quickly filling what was previously an empty market.
Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions
Subscribe to TipRanks Smart Investor Newsletter, and discover new investing opportunities with data-backed stock picks
Quantum computing appears to be following a similar path. The technology is still in its early stages, and a few companies are already racing to bring it into commercial reality, each pursuing different architectures and strategies. Unlike traditional computers, which process information as ones and zeros, quantum computers use quantum bits, or qubits, that can represent multiple states simultaneously. That allows them to tackle certain highly complex calculations much faster than conventional computers.
The commercial potential is hard to ignore, with Grand View Research projecting the quantum computing market will expand from about $1.9 billion in 2026 to more than $8 billion by 2033.
#computers #market #investing
Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions
Subscribe to TipRanks Smart Investor Newsletter, and discover new investing opportunities with data-backed stock picks
Quantum computing appears to be following a similar path. The technology is still in its early stages, and a few companies are already racing to bring it into commercial reality, each pursuing different architectures and strategies. Unlike traditional computers, which process information as ones and zeros, quantum computers use quantum bits, or qubits, that can represent multiple states simultaneously. That allows them to tackle certain highly complex calculations much faster than conventional computers.
The commercial potential is hard to ignore, with Grand View Research projecting the quantum computing market will expand from about $1.9 billion in 2026 to more than $8 billion by 2033.
#computers #market #investing
2 months ago
Few chipmakers have rewarded investors as generously as Advanced Micro Devices (AMD). Over the past five years, the stock has surged 340.8%, leaving the technology-heavy Nasdaq Composite ($NASX) well behind after its 69.34% gain during the same period.
Much of that climb came during the last year and a half, when investors recognized that Advanced Micro had secured a front-row seat in the artificial intelligence (AI) boom. Rising demand for AI chips across data centers and personal computers has since given the company's growth story fresh momentum.
Ahead of ******* eX Earnings, Here's What Barchart Data Says Comes Next for SPCX Stock
China Just Gave Sandisk Stock Investors a New Reason to Worry
Top Memory Chipmaker Plunges as Sharp Pullback Extends. How to Play It Here.
#investors #NASDAQ #nasx
Much of that climb came during the last year and a half, when investors recognized that Advanced Micro had secured a front-row seat in the artificial intelligence (AI) boom. Rising demand for AI chips across data centers and personal computers has since given the company's growth story fresh momentum.
Ahead of ******* eX Earnings, Here's What Barchart Data Says Comes Next for SPCX Stock
China Just Gave Sandisk Stock Investors a New Reason to Worry
Top Memory Chipmaker Plunges as Sharp Pullback Extends. How to Play It Here.
#investors #NASDAQ #nasx
2 months ago
Apple said it is facing severe supply constraints that will affect sales of iPhones and Macs in the months ahead, underscoring the challenges looming over the company as Tim Cook prepares to hand over the CEO reins.
In his final earnings call as CEO, Cook said he has never been more optimistic about the opportunities ahead for Apple. "I am beyond excited," said Cook, who has led the company for 15 years and will pass the CEO baton to John Ternus in September. But Cook's confidence in the future stood in contrast to the picture that he and other executives painted of the current business conditions.
"We're seeing some very significant constraints currently, with limited flexibility in the supply chain," Cook said. "There's a quarter where we're going to be scrambling on the supply side," he acknowledged at another point.
The supply crunch is making it more difficult for Apple to obtain the advanced processors it needs for its phones and computers. And that translates into lower revenue.
Sales of the iPhone, which accounts for roughly half of Apple's business, will grow at a "mid-teens" percentage rate in the current quarter, Apple said, forecasting a significant deceleration from the 22% growth the iPhone business posted in the recently ended quarter. Total revenue in the current quarter will grow between 9% and 10% year-over-year, which was below the 12% rate expected by ***** ysts.
#business #sales
In his final earnings call as CEO, Cook said he has never been more optimistic about the opportunities ahead for Apple. "I am beyond excited," said Cook, who has led the company for 15 years and will pass the CEO baton to John Ternus in September. But Cook's confidence in the future stood in contrast to the picture that he and other executives painted of the current business conditions.
"We're seeing some very significant constraints currently, with limited flexibility in the supply chain," Cook said. "There's a quarter where we're going to be scrambling on the supply side," he acknowledged at another point.
The supply crunch is making it more difficult for Apple to obtain the advanced processors it needs for its phones and computers. And that translates into lower revenue.
Sales of the iPhone, which accounts for roughly half of Apple's business, will grow at a "mid-teens" percentage rate in the current quarter, Apple said, forecasting a significant deceleration from the 22% growth the iPhone business posted in the recently ended quarter. Total revenue in the current quarter will grow between 9% and 10% year-over-year, which was below the 12% rate expected by ***** ysts.
#business #sales
2 months ago
While artificial intelligence (AI) has been the buzz of Wall Street over the last two years, it's not the only trend responsible for lifting the market's major stock indexes to new heights. Investor hype surrounding quantum computing deserves its fair share of credit.
Investors who had the foresight and luck to invest in pure-play quantum computing leaders IonQ (NYSE: IONQ), Rigetti Computing (NASDAQ: RGTI), and D-Wave Quantum (NYSE: QBTS) in mid-July 2024 are sitting on potentially life-altering gains. Shares of IonQ have more than quadrupled, while shares of Rigetti and D-Wave have skyrocketed by nearly 1,200% and 1,500%, respectively.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Professional and everyday investors are excited about the real-world applications of quantum computers, which include dramatically accelerating the learning curve for AI-driven large language models.
But this next-big-thing technology may not be all that it's cracked up to be -- at least according to the individuals who know IonQ, Rigetti Computing, and D-Wave Quantum best.
#computing
Investors who had the foresight and luck to invest in pure-play quantum computing leaders IonQ (NYSE: IONQ), Rigetti Computing (NASDAQ: RGTI), and D-Wave Quantum (NYSE: QBTS) in mid-July 2024 are sitting on potentially life-altering gains. Shares of IonQ have more than quadrupled, while shares of Rigetti and D-Wave have skyrocketed by nearly 1,200% and 1,500%, respectively.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Professional and everyday investors are excited about the real-world applications of quantum computers, which include dramatically accelerating the learning curve for AI-driven large language models.
But this next-big-thing technology may not be all that it's cracked up to be -- at least according to the individuals who know IonQ, Rigetti Computing, and D-Wave Quantum best.
#computing
2 months ago
Any concerns about a slowdown in artificial intelligence (AI) infrastructure spending were put to rest by one of the most important semiconductor companies in the world -- ASML Holding (NASDAQ: ASML) -- when it released its second-quarter results on July 15.
ASML's revenue and earnings blew past Wall Street's expectations. It also raised its full-year guidance. This terrific performance shouldn't come as a surprise considering the Dutch company's critical role in the global semiconductor market. ASML stock, which has already jumped nearly 50% in 2026, is now poised for stronger gains.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Let's take a look at a simple reason why investors should consider buying this semiconductor stock following its solid Q2 report.
ASML reported Q2 revenue of 9.3 billion euros and net income of 2.92 billion euros. ******* ysts would have settled for net income of 2.62 billion euros on revenue of 8.8 billion euros. However, the booming demand for advanced chipmaking equipment to serve the growing appetite for AI chips deployed in data centers, smartphones, and personal computers (PCs) helped ASML easily crush expectations.
#NVIDIA
ASML's revenue and earnings blew past Wall Street's expectations. It also raised its full-year guidance. This terrific performance shouldn't come as a surprise considering the Dutch company's critical role in the global semiconductor market. ASML stock, which has already jumped nearly 50% in 2026, is now poised for stronger gains.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Let's take a look at a simple reason why investors should consider buying this semiconductor stock following its solid Q2 report.
ASML reported Q2 revenue of 9.3 billion euros and net income of 2.92 billion euros. ******* ysts would have settled for net income of 2.62 billion euros on revenue of 8.8 billion euros. However, the booming demand for advanced chipmaking equipment to serve the growing appetite for AI chips deployed in data centers, smartphones, and personal computers (PCs) helped ASML easily crush expectations.
#NVIDIA
2 months ago
What a time for tech investors. Quantum computing looks like a remarkable follow-up to artificial intelligence (AI). Researchers at McKinsey estimate that quantum computing could create up to $2.7 trillion in economic value for companies worldwide by 2040. Quantum computers could unlock new possibilities across applications, ranging from drug discovery to cybersecurity and AI.
D-Wave Quantum (NYSE: QBTS) is a promising quantum computing company. Its quantum annealing systems are already commercially available, and the acquisition of Quantum Circuits earlier this year gives it a pathway to gate-model systems. As a result, the company can pursue a broad range of commercial opportunities.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
But is D-Wave Quantum stock actually a millionaire-maker? Investors may want to temper their expectations.
Many millionaire-maker stocks start out really small. That's because it's usually much easier for a stock's market cap to grow from $500 million to $5 billion than it is to go from $50 billion to $500 billion. It's just difficult to grow large numbers for all but the most exceptional businesses. D-Wave Quantum's current market cap of $6.2 billion doesn't seem huge at first glance. That's until you look at the actual business, which is still in its infancy.
#wave #NVIDIA #computing #company
D-Wave Quantum (NYSE: QBTS) is a promising quantum computing company. Its quantum annealing systems are already commercially available, and the acquisition of Quantum Circuits earlier this year gives it a pathway to gate-model systems. As a result, the company can pursue a broad range of commercial opportunities.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
But is D-Wave Quantum stock actually a millionaire-maker? Investors may want to temper their expectations.
Many millionaire-maker stocks start out really small. That's because it's usually much easier for a stock's market cap to grow from $500 million to $5 billion than it is to go from $50 billion to $500 billion. It's just difficult to grow large numbers for all but the most exceptional businesses. D-Wave Quantum's current market cap of $6.2 billion doesn't seem huge at first glance. That's until you look at the actual business, which is still in its infancy.
#wave #NVIDIA #computing #company
