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AMD Hires Ariel Kelman as Chief Marketing Officer
Globenewswire· 2026-02-09 19:00
SANTA CLARA, Calif., Feb. 09, 2026 (GLOBE NEWSWIRE) -- Today AMD (NASDAQ: AMD) announced that Ariel Kelman has been appointed Senior Vice President and Chief Marketing Officer, effective immediately. Kelman will lead the AMD global marketing organization, overseeing brand, communications, events, developer relations and go-to-market strategy. Kelman will report to Ruth Cotter, Senior Vice President and Chief Administrative Officer, and will work closely with the AMD executive team to deepen engagement with ...
CRWV SECURITIES NOTICE: Did CoreWeave, Inc. Mislead Investors about its Infrastructure Delays? Contact BFA Law about the Pending Securities Fraud Class Action
Globenewswire· 2026-02-09 11:36
NEW YORK, Feb. 09, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against CoreWeave, Inc. (NASDAQ: CRWV) and certain of the Company’s senior executives for securities fraud after significant stock drops resulting from the potential violations of the federal securities laws. If you invested in CoreWeave, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/coreweave-inc-class-action- ...
HP CEO Enrique Lores reveals why he is leaving to be the CEO of PayPal
Yahoo Finance· 2026-02-03 12:39
Core Viewpoint - PayPal has announced that Enrique Lores will become the new CEO on March 1, replacing Alex Chriss, as part of a leadership transition following the release of its fourth quarter earnings report [1][5]. Group 1: Leadership Transition - Enrique Lores, currently the CEO of HP, will take over as CEO of PayPal, marking a significant shift in leadership [1][4]. - Alex Chriss has been leading PayPal since September 27, 2023, after being appointed by former chairman John Donahoe [5][6]. Group 2: Strategic Focus - Lores aims to improve execution and progress on existing initiatives, emphasizing the need to enhance performance in branded checkout, which is central to PayPal's business [2][3]. - He highlighted the importance of maintaining momentum in areas like Venmo and buy now, pay later services [3]. Group 3: Market Reaction - Following the announcement of the new CEO and the earnings report, PayPal's shares fell over 15% in premarket trading [3]. Group 4: Previous Leadership Experience - Lores has a long history with HP, having joined as an engineering intern in 1989 and later leading the company through significant challenges, including a $35 billion hostile takeover bid from Xerox [4]. - Chriss previously worked at Intuit for 19 years, where he played a key role in major acquisitions and leadership restructuring [6]. Group 5: Partnerships and Initiatives - Under Chriss, PayPal established partnerships, including enabling payments through Amazon's Buy with Prime feature and becoming a processor for Shopify Payments [6].
CRWV NOTIFICATION: CoreWeave, Inc. Faces Securities Fraud Allegations Over Infrastructure Delays, Investors Alerted to Contact BFA Law by March 13
TMX Newsfile· 2026-02-02 09:48
Core Points - A class action lawsuit has been filed against CoreWeave, Inc. and its senior executives for securities fraud following significant stock drops due to potential violations of federal securities laws [1][3] - Investors are encouraged to seek additional information regarding the lawsuit and their legal options [2][9] Company Overview - CoreWeave is an AI-focused cloud computing company that operates data centers providing high-performance GPU infrastructure [4] - The company relies on partnerships, including a merger agreement with Core Scientific announced on July 7, 2025 [4] Allegations and Stock Performance - CoreWeave allegedly overstated its ability to meet customer demand and concealed significant construction delays at its data centers [5] - The stock price dropped significantly due to various announcements: - On October 30, 2025, the stock fell by $8.87 (over 6%) after the merger with Core Scientific was terminated [6] - On November 10, 2025, the stock dropped by $17.22 (over 16%) following lowered guidance for revenue and operational metrics due to construction delays [7] - On December 15, 2025, the stock decreased by $2.85 (over 3%) after reports of further delays in a major data center project [8]
Liberty Energy to Post Q4 Earnings: Will It Beat or Miss Expectations?
ZACKS· 2026-01-23 14:41
Core Viewpoint - Liberty Energy Inc. (LBRT) is expected to report a fourth-quarter earnings loss of 16 cents per share on revenues of $853 million, reflecting ongoing challenges in the oil and gas sector [2][10]. Group 1: Previous Performance - In the last reported quarter, LBRT experienced an adjusted net loss of 6 cents per share, which was wider than the consensus estimate of a loss of 1 cent, attributed to macroeconomic headwinds and a slowdown in frac activity [4]. - Revenues for the previous quarter totaled $947 million, missing the consensus estimate by $12 million, with an average negative surprise of 117.46% over the last four quarters [4][5]. Group 2: Fourth Quarter Expectations - The Zacks Consensus Estimate for fourth-quarter earnings indicates a 260% year-over-year decline, while revenues are expected to decrease by 9.57% compared to the previous year [5]. - LBRT's operating expenses are projected to decline by 4.1% to $880.9 million, with service costs expected to drop from $741.8 million to $704.7 million, providing some relief amid reduced revenues [6]. Group 3: Factors Influencing Performance - The company's digiTechnologies platform and expanding power solutions are anticipated to perform well, driven by demand from AI computing and electrification [7]. - However, revenues are likely to face pressure due to diminished customer activity and a steady slowdown in completions and frac operations [8]. Group 4: Earnings Prediction - The earnings model predicts an earnings beat for LBRT, supported by a positive Earnings ESP of +23.08% and a Zacks Rank of 3 [11][12].
AMD Appoints KC McClure to Board of Directors
Globenewswire· 2026-01-20 21:15
SANTA CLARA, Calif., Jan. 20, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) today announced the appointment of KC McClure to its board of directors. McClure most recently served as a senior advisor to Accenture and was previously Chief Financial Officer of Accenture from 2019 to 2024. Throughout her more than 37-year tenure at Accenture, McClure held multiple finance and accounting leadership roles, including overseeing financial operations and investor relations. “We are delighted to welcome KC to AMD’s Board ...
CRWV LAWSUIT FILED: CoreWeave, Inc. Hit with Securities Fraud Class Action Over Infrastructure Delays – Contact BFA Law before March 13 Deadline
Globenewswire· 2026-01-14 12:07
Core Viewpoint - A class action lawsuit has been filed against CoreWeave, Inc. and its senior executives for securities fraud following significant stock drops attributed to potential violations of federal securities laws [1][3]. Company Overview - CoreWeave is an AI-focused cloud computing company that operates data centers providing high-performance GPU infrastructure, relying on partnerships for development [4]. Allegations of Securities Fraud - The lawsuit claims that CoreWeave misrepresented its ability to meet customer demand and concealed construction delays at its data centers, despite assurances of robust demand and competitive strengths [5]. Stock Performance and Impact - On October 30, 2025, CoreWeave's stock dropped by $8.87 (over 6%) after the termination of a merger agreement with Core Scientific due to insufficient shareholder votes [6]. - Following a revenue guidance reduction on November 10, 2025, the stock fell by $17.22 (over 16%) due to delays from a third-party data center developer [7]. - A report on December 15, 2025, regarding further delays in a major data center project led to an additional drop of $2.85 (over 3%) in stock price [8].
电子元器件:关注终端产品需求变化 ——2026 年实际需求与电子元器件出货量的缺口-Electronic Components Watching End-Product Demand ChangeGap Between Actual Demand and Electronic Component Shipments in 2026
2026-01-07 03:05
Summary of the Investor Presentation on Electronic Components Industry Overview - The electronic components industry is currently rated as **In-Line** by Morgan Stanley, indicating a balanced view on potential growth and risks in the sector [1][4][9]. Key Drivers - The demand for high-performance electronic components is being driven by the expanding range of devices leveraging **AI computing** [1]. - There is an expectation that **valuations** and the sustainability of **Earnings Per Share (EPS)** growth will come under scrutiny, which may impact investor sentiment [1]. Company Ratings and Target Prices - **TDK (6762)**: Rated **Overweight** with a current price of **¥2,250** and a target price of **¥3,100**, indicating a potential upside of **38%** [8]. - **Murata Manufacturing (6981)**: Rated **Overweight** with a current price of **¥3,330** and a target price of **¥3,850**, suggesting a **16%** upside [8]. - **Niterra (5334)**: Rated **Overweight** with a current price of **¥6,967** and a target price of **¥6,300**, indicating a downside of **10%** [8]. - **Meiko Electronics (6787)**: Rated **Overweight** with a current price of **¥10,720** and a target price of **¥11,700**, suggesting a **9%** upside [8]. - **Hirose Electric (6806)**: Rated **Overweight** with a current price of **¥17,645** and a target price of **¥22,800**, indicating a potential upside of **29%** [8]. - **Ibiden (4062)**: Rated **Equal-Weight** with a current price of **¥7,158** and a target price of **¥6,500**, suggesting a downside of **9%** [8]. - **Taiyo Yuden (6976)**: Rated **Equal-Weight** with a current price of **¥3,673** and a target price of **¥3,100**, indicating a downside of **16%** [8]. - **Mabuchi Motor (6592)**: Rated **Equal-Weight** with a current price of **¥1,441** and a target price of **¥1,450**, suggesting a slight upside of **1%** [8]. - **Nichicon (6996)**: Rated **Equal-Weight** with a current price of **¥1,657** and a target price of **¥1,450**, indicating a downside of **12%** [8]. - **Hamamatsu Photonics (6965)**: Rated **Underweight** with a current price of **¥1,708** and a target price of **¥1,300**, indicating a downside of **24%** [8]. Earnings and Market Trends - The report highlights that **Capex by Hyperscalers** has increased significantly, which may influence the demand for electronic components [10]. - There is a focus on the **connector market** and the performance of various companies within this segment, including **Niterra** and **Meiko Electronics**, which are expected to show continued earnings growth [10]. Additional Insights - The report emphasizes the importance of monitoring the **gap between actual demand** and electronic component shipments in 2026, which could indicate potential supply chain issues or overcapacity [1][8]. - The **global market share trends** for specific components, such as **spark plugs** and **exhaust gas oxygen sensors**, are also discussed, indicating a competitive landscape [10]. Conclusion - The electronic components industry is poised for growth driven by AI and increased demand, but investors should remain cautious about valuations and potential scrutiny on EPS growth. The ratings and target prices for key companies reflect a mix of optimism and caution, highlighting the need for careful analysis in investment decisions [1][4][8][10].
AMD to Report Fiscal Fourth Quarter and Full Year 2025 Financial Results
Globenewswire· 2026-01-06 21:15
SANTA CLARA, Calif., Jan. 06, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) announced today that it will report fiscal fourth quarter and full year 2025 financial results on Tuesday, Feb. 3, 2026, after the market close. Management will conduct a conference call to discuss these results at 5:00 p.m. EST / 2:00 p.m. PST. Interested parties are invited to listen to the webcast of the conference call via the AMD Investor Relations website ir.amd.com. AMD also announced it will participate in the following event f ...
AMD Introduces Ryzen AI Embedded Processor Portfolio, Powering AI-Driven Immersive Experiences in Automotive, Industrial and Physical AI
Globenewswire· 2026-01-06 03:32
Core Insights - AMD has launched the Ryzen AI Embedded processors, specifically the P100 and X100 Series, aimed at enhancing AI-driven applications in various sectors such as automotive and industrial markets [2][10]. Product Features - The new processors utilize the "Zen 5" core architecture, RDNA 3.5 GPU, and XDNA 2 NPU, all integrated into a single chip, providing high performance and efficient AI compute capabilities [3][10]. - The P100 Series features 4-6 cores optimized for digital cockpits and human-machine interfaces, offering up to a 2.2X performance boost compared to the previous generation [5][10]. - The X100 Series is designed for more demanding applications, featuring higher CPU core counts and AI TOPS performance [4][10]. Performance Metrics - The P100 Series processors deliver an estimated 35% faster rendering, capable of supporting up to four 4K or two 8K displays at 120 frames per second [6][10]. - The XDNA 2 NPU in these processors can achieve up to 50 TOPS, providing up to 3X higher AI inference performance compared to previous models [7][10]. Software and Development - The processors come with a unified software stack that includes optimized CPU libraries and open-standard GPU APIs, facilitating easier development for OEMs and developers [8][9]. - The software stack is built on an open-source virtualization framework, allowing multiple operating systems to run securely in parallel, which aids in reducing costs and accelerating production timelines [9]. Availability - The P100 Series processors are currently sampling with early access customers, with production shipments expected in the second quarter of 2026 [12].