SAN JOSE, Calif.--(BUSINESS WIRE)--Bloom Energy Corporation (NYSE: BE) reported today its financial results for the fourth quarter and the full year ended December 31, 2025. The company had record revenue of $2.02 billion for the full year driven by significant growth from the AI data center industry and continued strong demand from the C&I business. Full Year Highlights Revenue of $2.02 billion in 2025, an increase of 37.3% compared to $1.47 billion in 2024. Product and service revenue of. ...

Wolfspeed (NYSE:WOLF) Q2 2026 Earnings call February 04, 2026 05:00 PM ET Company ParticipantsBrian Lee - Chief Risk OfficerGregor van Issum - CFOJed Dorsheimer - Group Head Energy ResearchJoe Cardoso - VP of Equity ResearchRobert Feurle - CEOTyler Gronbach - VP of Investor RelationsConference Call ParticipantsChristopher Rolland - Senior Equity Analyst of SemiconductorsOperatorThank you for standing by, and welcome to the Wolfspeed Inc. Second Quarter Fiscal Year 2026 Earnings Call. At this time, all parti ...

Wolfspeed (NYSE:WOLF) Q2 2026 Earnings call February 04, 2026 05:00 PM ET Company ParticipantsBrian Lee - Chief Risk OfficerGregor van Issum - CFOJed Dorsheimer - Group Head Energy ResearchJoe Cardoso - VP of Equity ResearchRobert Feurle - CEOTyler Gronbach - VP of Investor RelationsConference Call ParticipantsChristopher Rolland - Senior Equity Analyst of SemiconductorsOperatorThank you for standing by, and welcome to the Wolfspeed Inc. Second Quarter Fiscal Year 2026 earnings call. At this time, all parti ...

Galaxy’s digital assets operating segment delivered record adjusted gross profit of $505 million in 2025, up from $303 million in 2024 , which management described as 67% year-over-year growth . Leadership said growth was broad-based across trading, investment banking, lending, asset management, and staking.Despite those non-recurring items, Galaxy reported $34 million of adjusted EBITDA for 2025. Management framed the year’s performance in the context of a 10% decline in total crypto market capitalization ...

Joining me right now, take a look at some names in the news. Diane King Hall, Texas Instruments is first up. Diane, great to see you. >> Yeah, good to be with you.And similar to the broad market momentum, we've got some gains for Texas Instruments off the back of its quarterly results and it's more about like what does the road ahead look like. It's a strong outlook for Texas Instruments. Uh we'll get into the trailing quarter.Uh first out, adjusted EPS came in at a buck 27. That was actually a little weake ...

Intel (NASDAQ:INTC), which designs and manufactures computer components like CPUs and related products, closed at $45.07, down 17.03% for Friday’s session. The stock moved lower after Q4 2025 earnings, with a weaker-than-expected Q1 2026 outlook highlighting supply constraints and foundry losses. Investors are watching to see whether Intel can execute on its turnaround plans and meet AI data center demand. Trading volume reached 290 million shares, about 189% above its three-month average of 100.3 million. ...

Core Viewpoint - Corning Incorporated (GLW) is expected to report fourth-quarter 2025 earnings on January 28, 2026, with sales estimated at $4.35 billion and earnings per share (EPS) at 70 cents [1][6]. Earnings Estimates - Earnings estimates for GLW have remained stable at $2.52 per share for 2025, while estimates for 2026 have increased from $3.01 to $3.04 per share over the past 60 days [1][2]. - The current earnings surprise history shows that Corning has exceeded expectations in the last four quarters, averaging a surprise of 4.1% [2][6]. Factors Influencing Results - Corning's collaboration with Ensurge aims to develop ultra-high-performance solid-state micro batteries, which is expected to generate incremental revenues [7]. - The Specialty Materials segment is experiencing growth due to the deployment of Corning Gorilla Glass Ceramic 2 by major smartphone manufacturers like Samsung [8]. - Corning is expanding its presence in the U.S. solar supply chain through its Solar Market Access Platform, positioning itself as a leading producer of semiconductor polysilicon [9]. Price Performance - Over the past year, Corning's stock has increased by 71.4%, while the industry has grown by 89.2% [10]. - Compared to peers, Corning has outperformed ADTRAN Holdings, Inc. (ADTN), which declined by 11.8%, but lagged behind Ciena Corporation (CIEN), which surged by 154.3% [10]. Valuation Metrics - Corning's shares currently trade at a price/earnings ratio of 30.19, which is lower than the industry average of 34.12 but higher than its own historical mean of 17.1 [11]. Investment Considerations - The company is expected to benefit from strong market traction in the AI data center and consumer electronics sectors, alongside a robust focus on innovation and financial discipline [14][15]. - Upward revisions in earnings estimates reflect growing investor confidence in Corning's growth potential [14]. Conclusion - With solid fundamentals and a strong earnings surprise history, Corning appears well-positioned for positive quarterly results, making it an attractive option for investors [16].

Core Insights - Jabil, Inc. has completed the acquisition of Hanley Energy Group for $725 million, enhancing its capabilities in energy management and critical power solutions for data centers [1][9] Industry Trends - Organizations across various sectors are rapidly integrating AI to streamline operations and gain competitive advantages, leading to increased energy consumption in AI data centers compared to legacy systems [2] - The AI data center market is projected to grow from $13.62 billion in 2025 to $60.49 billion by 2030, with a compound annual growth rate of 28.3% [4] Company Developments - Jabil's acquisition of Hanley Energy will strengthen its portfolio by integrating power management solutions with its existing data center expertise and global manufacturing capabilities [3] - The company is investing $500 million in the Southeast U.S. to expand manufacturing and workforce development for cloud and AI data center infrastructure [4] - Jabil's previous acquisition of Mikros Technologies highlights its commitment to enhancing capabilities in liquid cooling and thermal management within the AI data center sector [5] Competitive Landscape - Jabil faces competition from companies like Celestica and Flex, which are also expanding their presence in the AI data center market through partnerships and innovative solutions [6][7] - Flex has announced collaborations with LG Electronics and NVIDIA to develop advanced cooling systems and energy-efficient AI data centers, indicating its rapid growth in this space [6] Financial Performance - Jabil's stock has increased by 47% over the past year, while the Electronic-Manufacturing Services industry has grown by 97.6% [8] - Earnings estimates for Jabil have improved, with projections for 2025 rising by 4.52% to $11.55 per share and for 2026 increasing by 2.52% to $13.41 [11] - The company's shares currently trade at a price/earnings ratio of 18.31, which is lower than the industry average of 24.54 [10]

Group 1: Company Performances - Western Digital has seen a remarkable increase of nearly 300% this year, benefiting from its focus on the flash business and demand from hyperscalers [1][3] - Palantir has risen by 141%, with 45% to 55% of its revenues linked to government contracts, indicating potential for continued growth [1][5] - Caterpillar has increased by over 50%, driven by opportunities in AI data centers and infrastructure spending, with 50% of its revenues reliant on AI data sets [1][7] Group 2: Valuation and Market Sentiment - Concerns about Western Digital's valuation are noted, as it trades at 25 times trailing earnings, which is historically higher than the mid-teens [3] - There is a suggestion to wait for a potential price correction in Western Digital before investing further [4] - Palantir's high margins of around 90% suggest strong profitability, but caution is advised regarding its future performance [8] Group 3: Industry Trends - The ongoing AI data center frenzy is a significant factor for both Caterpillar and Western Digital, with expectations of continued demand in 2026 and beyond [7] - Deregulation and infrastructure spending are also highlighted as positive factors for Caterpillar's growth [7]

Core Insights - Arista Networks has partnered with Fortinet to create a Secure AI Data Center Solution, combining Arista's low-latency networking with Fortinet's security features to support efficient AI infrastructure deployment [1][9]. Group 1: Market Trends and Opportunities - The AI data center market is projected to grow from $13.62 billion in 2025 to $60.49 billion by 2030, reflecting a compound annual growth rate of 28.3%, indicating significant growth potential for companies like Arista [3]. - The increasing volume of AI workloads in data centers necessitates effective cluster load balancing, which Arista aims to provide through its high-performance networking solutions [2]. Group 2: Competitive Positioning - The partnership with Fortinet enhances Arista's competitive edge in the secure AI data center space, opening new customer opportunities and reinforcing its reputation as a leader in AI-ready networking [4]. - Arista's recent launch of the R4 Series routers aims to support large AI workloads with high performance and integrated security, positioning the company competitively in the AI market [5]. Group 3: Financial Performance and Estimates - Arista's stock has increased by 15.6% over the past year, outperforming the industry average growth of 6.8% [8]. - Earnings estimates for 2025 have risen by 3.2% to $2.88, while estimates for 2026 have increased by 3.4% to $3.31, indicating positive financial outlook [12].