Intel Corporation (NASDAQ:INTC) is one of the Best Unstoppable Growth Stocks to Buy Right Now. On December 5, Intel Corporation (NASDAQ:INTC) launched its next generation of AI PCs at CES 2026. The company launched its Core Ultra Series 3 processors. Management noted the processors feature the first compute platform built on Intel 18A, which is the most advanced semiconductor process developed in the United States. Intel’s 18A process technology powers more than 200 designs from leading global partners. T ...

TD SYNNEX (NYSE:SNX) Q4 2025 Earnings Call January 08, 2026 09:00 AM ET Company ParticipantsPatrick Zammit - CEONate Friedel - Head of Investor RelationsDavid Jordan - CFOAusten Baker - Managing DirectorDavid Paige - AVP of Equity ResearchConference Call ParticipantsRuplu Bhattacharya - Managing Director and Equity Research AnalystErik Woodring - Executive Director and Equity Research AnalystAdam Tindle - Managing Director and Senior Equity Research AnalystKeith Housum - Managing Director and Senior Equity ...

Financial Data and Key Metrics Changes - For Q4 2025, non-GAAP gross billings reached $24.3 billion, a 15% increase year over year, or 13% in constant currency, while non-GAAP diluted earnings per share rose 24% year over year to $3.83, setting new records for the company [4][5] - Gross operating margins expanded year over year due to operational efficiencies and disciplined margin management, with non-GAAP operating income increasing 18% year over year to $497 million [16][17] - Free cash flow for the quarter was $1.4 billion, contributing to a total of $1.4 billion for the fiscal year, marking the third consecutive year of generating over $1 billion in annual free cash flow [17][18] Business Line Data and Key Metrics Changes - The Endpoint Solutions portfolio saw a 12% increase in gross billings year over year, driven by demand for PCs and the Windows 11 refresh [14][15] - The Advanced Solutions portfolio increased gross billings by 17% year over year, with Hive contributing over 50% growth, primarily from server and networking rack builds [15][16] - Hive's operating income also grew significantly year over year, indicating its increasing importance in the overall business mix [5][12] Market Data and Key Metrics Changes - North America experienced steady growth, supported by demand across key customer segments and increased security requirements [6] - Europe outperformed expectations with growth driven by infrastructure software and PC device upgrades, despite a slow macroeconomic backdrop [6] - Asia-Pacific and Japan remained key growth engines, fueled by rapid cloud expansion and strong demand from digitizing economies [6][7] Company Strategy and Development Direction - The company is focusing on four strategic pillars: omnichannel engagement, specialized go-to-market, best-in-class enablement, and expanding brand visibility [8][12] - Investments in the Partner-First Digital Bridge and AI capabilities are aimed at enhancing customer engagement and simplifying transactions [8][9] - The company aims to strengthen its competitive position as a strategic business partner, focusing on sustainable long-term growth [12][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term value proposition of Hive and IT distribution, highlighting substantial untapped market opportunities [13][14] - The company anticipates continued growth in the PC market, driven by ongoing refresh cycles and AI compatibility [62] - Guidance for Q1 2026 includes non-GAAP gross billings expected to range from $22.7 billion to $23.7 billion, reflecting a 12% increase at the midpoint [21][22] Other Important Information - The company returned $742 million to shareholders in FY25, representing approximately 61% of free cash flow during that period [18] - The board approved a cash dividend of $0.48 per common share, payable on January 30, 2026 [21] Q&A Session Summary Question: Growth in Europe and Asia-Pacific - Management noted that growth in Asia-Pacific is driven by market share gains and investments in high-growth segments, particularly in India [25][26] - In Europe, the company is gaining significant market share through a well-executed strategy targeting high-growth technologies [28][29] Question: Impact of Component Costs on Demand - Management confirmed that while memory prices have increased, they have not seen demand destruction, and guidance reflects regional forecasts [32][33] Question: Visibility for Hyve Programs - Management expressed confidence in the margin profile of Hyve and noted ongoing investments to expand capabilities and capture new programs [60][61] Question: Net Revenue Conversion and Software Growth - Management indicated that the increase in netted down effects is due to a higher mix of software and Hive programs, which are expected to grow as a portion of overall billings [70][71]

LAS VEGAS--(BUSINESS WIRE)--Today at Tech World @ CES 2026 at Sphere in Las Vegas, Lenovo unveiled the boldest innovations yet for the future of Hybrid AI, introducing a new personal AI super agent, AI PCs and smartphones, proofs of concept including agentic-native wearables, next-generation enterprise AI infrastructure, and breakthrough industry collaborations in entertainment and sports. Building on years of AI innovation across devices, infrastructure, solutions, and services, Lenovo demonst. ...

At CES 2026, Advanced Micro Devices Inc. (NASDAQ:AMD) CEO Lisa Su laid out a sweeping vision for the next phase of artificial intelligence, offering a clear and much-needed signal that the global demand for new compute resources is only set to accelerate going forward.AI Is Entering The ‘Yottascale’ EraDuring her keynote speech at the event on Monday night, Su said that the world is entering what she called the “yottascale” era of computing, a period in which the deployment of increasingly powerful AI model ...

Core Viewpoint - The stock market is expected to see continued strong performance, with equity returns projected at around 17% for 2025, marking the third consecutive year of double-digit returns for investors [1] Group 1: Advanced Micro Devices (AMD) - AMD has been a standout performer in the semiconductor sector, with a year-to-date increase of 80% [3] - The company is benefiting from a shift among enterprises towards a multi-vendor approach, moving beyond reliance on Nvidia, and has a strong product lineup including AI GPUs and EPYC CPUs [5] - Recent earnings showed a 46% year-over-year growth in revenue and a 30% growth in earnings, with a gross profit margin of 54% [6] Group 2: Alphabet (GOOG) - Alphabet has achieved a 65% return year-to-date in 2025 and is expected to continue strong performance into 2026 [7] - The company's Q3 earnings showed a 16% increase in revenue and a 33% increase in net income, driven by higher-margin businesses [8] - Alphabet's Google Cloud business is growing at a rate of 34%, which could offset declines in cash flow from search [8] - The company is positioned as a significant player in AI, with investments in AI technologies and its own Tensor Processing Units (TPUs) that could enhance its cloud infrastructure [9]

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The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of Shanghai Longcheer Technology Co., Ltd. 上海龍旗科技股份有限公司 (the "Company") (A joint stock company incorporated in the Peo ...

Key Takeaways INTC posted Q3 2025 non-GAAP gross profit of $5.45B, with operating margin rising to 40% from 18%.Intel's Client Computing revenue rose to $8.53B as PC demand grew, aided by Windows 11 and AI PCs.INTC cut cost of sales to $8.43B from $11.28B, reflecting cost discipline and a streamlined portfolio.Intel Corporation (INTC) reported a non-GAAP gross profit of $5.45 billion during the third quarter of 2025, up from $2.39 billion a year ago. Non-GAAP operating margin improves to 40% from 18% a year ...

HP, the 85-year-old Silicon Valley company long defined by PCs, printers, and enterprise hardware, is repositioning itself as a work-intelligence platform—where devices learn continuously, services anticipate needs, and AI dissolves the traditional boundaries between hardware, software, and the cloud. Under Jim Nottingham, senior vice president and division president of Advanced Compute Solutions, HP is treating AI not as a feature or a marketing layer but as a structural force reshaping how the company bui ...