FREMONT, Calif., Jan. 28, 2026 /PRNewswire/ -- Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended December 28, 2025 (the "December 2025 quarter"). Highlights for the December 2025 quarter were as follows: | December 2025 | September 2025 | Change Q/Q | | | | --- | --- | --- | --- | --- | | Revenue | $ | $ | — | | | | 5,344,791 | 5,324,173 | | | | Gross margin as percentage of revenue | 49.6 % | 50.4 % | - 80 | | | | | | bps | | | Operating ...

You talked about how consumer spending is uneven. The president calls inflation defeated and solved. The FOMC says it's a somewhat elevated inflation, but you talked about those customer survey or those some consumer sentiment surveys and public opinion polls that show that most families say the cost of living is still issue number one.What is the conversation around the table with your colleagues about how wealthier consumers seem to be driving so much of the economy and why so many families still feel lik ...

If you can stomach volatility, the long-term potential remains strong.The "Magnificent Seven" stocks got their name by being seven of the best-performing and dominant tech companies in the world. Unfortunately, most of the companies had a less-than-magnificent 2025.Five of the companies underperformed the S&P 500's 16.4% returns, with the two exceptions being Nvidia (NVDA +1.44%) and Alphabet (GOOG +0.61%)(GOOGL +0.73%). They finished 2025 up 38.9% and 65.4%, respectively.Considering their impressive recent ...

So for some more insight on just expectations into these reports and I'd like to welcome in Daniel Rabbino, editor and chief of Windows Central. Daniel, always appreciate you joining us, especially as we're on the heels of so many news catalysts for big tech as well as just the overall market, but wanted to start off your your thoughts here on Microsoft, of course, the the earnings before Apple. How crucial is AI momentum for this earnings event and really what will you be watching to gauge the real-time mo ...

Quick Read Recent market gains enable early retirement for some Millennials but lifestyle doubts remain the primary barrier. Early retirement can be reversed or modified through part-time work, freelancing, or returning to careers. Investors rethink ‘hands off’ investing and decide to start making real money Some fortunate young Millennials are embracing the FIRE (a buzzy acronym for financial independence, retire early) movement. With the stock market blasting off to new highs on the back of the a ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Quick Summary ChatGPT thinks Amazon stock could trade higher over the next 60 days, projecting an average price around $242.30 by mid-April. Investors looking to express a view can build exposure incrementally using commission-free fractional shares on SoFi, starting with as little as $5, and new users can receive up to $1,000 in free stock. Rather than slowly scaling position size through a retail acc ...

Core Insights - Walmart is undergoing a significant leadership transition with CEO Doug McMillan retiring after 12 years, leaving behind a stronger and more digitally transformed company [1][2][3] Company State - Walmart has made substantial progress in its digital transformation, evolving from a brick-and-mortar retailer to an omnichannel retailer, enhancing customer service through integrated online and in-store experiences [4][5] - The company has focused on maintaining its core values and culture while driving change to better serve customers [3][4] Digital Transformation - Walmart's digital initiatives include launching Bitcoin and Ethereum trading via the One Pay app, reflecting its commitment to adapting to customer preferences [7] - The company has invested in AI and technology to improve inventory management, customer experience, and operational efficiency [9][33] Financial Services - Financial services are a growing segment for Walmart, with joint ventures in the US and significant investments in India and Mexico, aimed at providing customers with efficient payment options [8] Pricing Strategy - Walmart has successfully managed to keep inflation low, with over 7,000 price rollbacks, while absorbing costs and working with suppliers to maintain competitive pricing [15][16] - The company has adapted its pricing strategy in response to tariffs and changing market conditions, focusing on providing value to customers [13][28] Supply Chain and Sourcing - Walmart aims to increase local sourcing, with over two-thirds of products sold in the US being made, grown, or assembled domestically [20][21] - The company is actively working to mitigate supply chain pressures, particularly in heavily imported categories like toys and electronics [30] Customer Insights - The customer base at Walmart has diversified, with higher-income shoppers increasingly seeking value, leading to a broader appeal across income levels [24][26] - Despite economic pressures, consumer spending has remained resilient, with Walmart committed to keeping prices low [35] Future Investments - Walmart plans to continue investing in both brick-and-mortar and e-commerce capabilities, focusing on automation and AI to enhance customer experiences [32] - The company is poised for growth in various categories, including fashion apparel and food, leveraging its omnichannel strategy [32]

We are very happy to finish the year so strongly that, you know, the ASML team has done a great job. They bring on a very, very big quarter and we are looking at a record quarter. We are looking at a record year.So this is very good already for 2025. And when we look at the mid-term, you know, in the course of last year, we sometime had some doubts basically, or some uncertainty on what AI would do to our business, because to be honest, it took a bit of time to convert some of the great announcement we have ...

Core Viewpoint - The current market rally is being questioned for its sustainability, with a focus on upcoming tech earnings and Federal Reserve decisions [1] Group 1: Market Outlook - The company maintains a bullish stance on equities, supported by macroeconomic research indicating that equities are the preferred investment [3][4] - Bonds are currently viewed as less attractive, with the market waiting for the Federal Reserve to make significant moves [4] - The demographic shift towards a savings economy, particularly among baby boomers, is expected to dampen inflation and support equity markets [8][11] Group 2: Investment Themes - Technological innovation, particularly in AI, is seen as a driver of increased productivity, which also contributes to a favorable environment for equities [12][14] - The company is focusing on investment opportunities in sectors related to technological infrastructure, including data centers and energy needs [14][35] - A mix of high-growth, innovative companies and stable, defensive names is being maintained in the portfolio to balance risk and reward [21][25] Group 3: Portfolio Strategy - The company employs a tactical approach to portfolio management, balancing long and short positions to maximize returns while managing downside risks [19][27] - The long-only fund is fully invested with a high conviction in about 30 to 40 stocks, focusing on both growth and stability [20][24] - The short book includes consumer staples and software services, which are perceived to be under pressure due to changing market dynamics [28][30]

Financial Data and Key Metrics Changes - For 2025, total consolidated revenues were reported at $3.5 billion, with full year FFO of $1.2 billion, equating to $6.85 per share. The fourth quarter FFO was $1.76 per share, which was $0.05 below the midpoint of guidance due to higher G&A expenses and non-cash reserves for accrued rental income [41][42] - The company ended 2025 with an in-service occupancy of 86.7% and expects to increase this to approximately 89% by the end of 2026, indicating a meaningful increase in occupancy [45] Business Line Data and Key Metrics Changes - The company completed over 1.8 million sq ft of leasing in Q4 and over 5.5 million sq ft for the full year 2025, exceeding annual goals [5] - Leasing activity is expected to continue positively into 2026, with a forecast of 4 million sq ft of leasing for the year [25] Market Data and Key Metrics Changes - Direct vacancy for premier workplaces in the five markets where the company competes is reported at 11.6%, significantly lower than the broader market [8] - The company noted a 10% increase in office visits nationwide from December 2024 to December 2025, indicating a recovery in office utilization [6] Company Strategy and Development Direction - The company aims to optimize its portfolio through asset sales, targeting $1.9 billion in net proceeds by 2028, with $1 billion already achieved [9][10] - The strategy includes reallocating capital to premier workplace assets and CBD locations, with new developments launched in key markets [20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the leasing environment, citing strong demand from clients, particularly in the AI sector, which is driving growth in leasing activity [6][77] - The company anticipates that the positive trends in leasing will continue, supported by expected earnings growth for companies in the S&P 500 and Russell 2000 indices [5] Other Important Information - The company reported gains on asset sales of $208 million on $890 million of sales in Q4, which will enhance liquidity and be used to reduce debt [43] - The company has a development pipeline of 3.5 million sq ft and $3.7 billion of investment, with several projects expected to deliver strong external growth [18] Q&A Session Summary Question: Inquiry about potential additional asset dispositions - Management confirmed that they are sticking to the original forecast of $1.9 billion in sales and are open to additional sales if attractive prices are offered, emphasizing that many sales are land assets which are accretive [61][62][63] Question: Conversion rates for leasing negotiations - The company reported a conversion rate of approximately 95% for deals in negotiation, with expectations to lease 4 million sq ft of space in 2026 [72] Question: Impact of AI on leasing needs - Management indicated that AI has not negatively impacted leasing needs within their portfolio, with significant leasing activity observed, particularly from AI companies [77]