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Software Developer With $1.6M Net Worth Wants Out Of Corporate Life — Dave Ramsey Says, 'Do Not Quit Your Job Right Now'
Yahoo Finance· 2026-02-07 15:31
Reaching financial independence does not always settle the question of what comes next. Ryan called "The Ramsey Show" to ask whether leaving his corporate job after completing Baby Step 7, personal finance host Dave Ramsey's, debt-payoff and wealth-building plan, would bring freedom or turn into a costly mistake. The 44-year-old software developer from Salt Lake City said he and his wife have no debt and a net worth of about $1.6 million. Don't Miss: A Wide Gap Between Job And Side Hustle Ryan said he ...
Oracle (ORCL) Registers a Bigger Fall Than the Market: Important Facts to Note
ZACKS· 2026-02-04 23:46
Oracle (ORCL) closed at $146.67 in the latest trading session, marking a -5.17% move from the prior day. The stock fell short of the S&P 500, which registered a loss of 0.51% for the day. At the same time, the Dow added 0.53%, and the tech-heavy Nasdaq lost 1.51%. Shares of the software maker have depreciated by 20.17% over the course of the past month, underperforming the Computer and Technology sector's loss of 0.27%, and the S&P 500's gain of 0.93%.Analysts and investors alike will be keeping a close eye ...
Palantir: 10x Growth Comes With 10x Risk
Seeking Alpha· 2026-02-04 17:06
Palantir ( PLTR ) is the king of software. The company is delivering growth rates seemingly 10x that of many peers in my coverage while also threatening to take the title of the most profitable software companyJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the leader of the investing group Best Of Breed Growth S ...
CDW Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-04 16:22
CDW’s fourth-quarter gross margin was 22.8% , up 50 basis points year over year and up 90 basis points sequentially. Miralles attributed the sequential improvement to a higher mix of “netted down” revenues, improved product margins, and a slight sequential mix out of client devices.CFO Al Miralles said fourth-quarter gross profit growth came in above the company’s expectations for a low- to mid-single-digit increase. He also noted a moderate pull-forward of about $50 million in net sales tied to memory-rela ...
CDW (CDW) - 2025 Q4 - Earnings Call Transcript
2026-02-04 14:32
Financial Data and Key Metrics Changes - For Q4 2025, the company reported net sales of $5.5 billion, an increase of 5% year-over-year, and gross profit of $1.25 billion, up 9% [5][6] - Full-year 2025 results showed net sales of over $22 billion, up 7%, with gross profit nearly $5 billion, up 6% [8][9] - Non-GAAP operating income for Q4 was $503 million, up 1%, and non-GAAP net income per share was $2.57, up 4% [6][21] - Full-year non-GAAP net income per diluted share reached $10.02, up 5% [8][27] Business Line Data and Key Metrics Changes - Strong double-digit growth was observed in software, cloud, and professional managed services, contributing to the highest gross margin of the year [6][12] - Corporate sales were relatively flat, down 1%, while small business sales grew by 18% [10][11] - The healthcare segment increased by 5%, and education saw a 13% increase in top line [11][12] Market Data and Key Metrics Changes - U.K. and Canadian operations delivered sales of $2.7 billion in 2025, with strong performance in small business and state and local markets [10] - The public sector showed growth in healthcare and government, with state and local growth offsetting declines in federal due to the government shutdown [11][12] Company Strategy and Development Direction - The company aims to deliver sustainable, profitable growth by deepening customer value and deploying capital with discipline [19][32] - A focus on AI solutions is evident, with the company positioning itself to lead in the AI era through its full stack, full lifecycle offerings [15][16] - The company plans to maintain a target of returning 50%-75% of adjusted free cash flow to shareholders through dividends and share repurchases [31][32] Management's Comments on Operating Environment and Future Outlook - Management noted that the IT addressable market is expected to grow in the low single digits in 2026, with CDW targeting 200-300 basis points of outperformance [18][35] - The company anticipates gross profit growth in the low single digits for 2026, with a slight increase in gross margin compared to 2025 [36][37] - Management expressed optimism about AI adoption among customers and its potential to drive growth [56][57] Other Important Information - The company reported adjusted free cash flow of $1.09 billion for the full year, representing 82% of non-GAAP net income [30] - The company has made a tuck-in acquisition to enhance capabilities in the education sector [31][32] Q&A Session Summary Question: Impact of memory price changes on demand - Management indicated that there is uncertainty regarding the impact of memory prices on demand, but they expect a similar pull forward in Q1 as seen in Q4 [40][41] Question: SG&A expenses and operating leverage - Management acknowledged that SG&A expenses are expected to show operating leverage in 2026, with a focus on optimizing costs [43][45] Question: IT budget allocation for 2026 - Management expects client device growth to remain strong, with cloud, SaaS, and security categories continuing to be important [59][60] Question: Corporate versus small business performance - Management noted differences in spending cycles, with small businesses being more agile in adopting AI compared to larger corporations [70][72]
AMD stock sinks despite positive Q4 earnings, Chipotle narrowly tops estimates
Youtube· 2026-02-04 05:31
[music] [music] Hello and welcome to Market Domination Overtime. Stocks closing lower as investors rotate out of tech. Jared Blickery over at the Wi-Fi Interactive with today's moves.Jared, >> thank you Josh. A lot of rotation out of stuff today. I'll show you a couple places where it was rotating into.But first, the majors was not here. Dow down about 166 points or 1/3 of 1%. NASDAQ composite saw the brunt of the selling today.Tech was worse off worse off in the sector action by far. That closed down uh al ...
四川川大智胜软件股份有限公司关于股票交易异常波动的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-02-03 22:33
登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 一、股票交易异常波动的具体情况 四川川大智胜软件股份有限公司(以下简称"公司")(证券简称:*ST智胜,证券代码:002253)于 2026年1月30日、2月2日和2月3日,连续3个交易日收盘价格跌幅偏离值累计超过12%,根据《深圳证券 交易所交易规则》的有关规定,属于股票交易异常波动的情况。 二、对重要问题的关注、核实情况说明 针对股票交易异常波动,公司对有关事项进行了核查,现将有关情况说明如下: (一)公司未发现前期披露的信息存在需要更正、补充之处。 (二)未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大影响的未公开重大信息。 (三)近期公司经营情况及内外部经营环境均没有发生或预计将要发生重大变化。 (四)经向公司管理层、控股股东、实际控制人询问,不存在关于公司应披露而未披露的重大事项,或 处于筹划阶段的重大事项。 (五)公司控股股东、实际控制人在公司股票交易异常波动期间未买卖公司股票。 三、是否存在应披露而未披露的信息声明 特此公告。 四川川大智 ...
Software stocks sink, extending their historic underperformance. What comes next?
MarketWatch· 2026-02-03 19:43
"Momentum is a powerful force in capital markets,†an analyst says, and right now it's not on the side of software stocks ...
Should You Buy AMD Stock Before Q4 Earnings?
Yahoo Finance· 2026-02-03 15:24
Advanced Micro Devices (AMD) stock has been riding the AI wave with an upside of 116% in the last 52 weeks. Further, according to Holly Newman Kroft, managing director at Neuberger Berman Private Wealth, the “AI euphoria is far from finished.” The big investments in AI will therefore continue to benefit the “Magnificent Seven tech companies” and the other participants with a product portfolio that benefits from the structural tailwinds. AMD is among the high-performance computing companies that are positi ...
Qualcomm Inc. (QCOM): Navigating Global Smartphone Challenges with 5G and IoT Strength
Yahoo Finance· 2026-02-03 12:55
Qualcomm Inc. (NASDAQ:QCOM) is one of the best cheap stocks to buy for 2026. On January 26, Mizuho trimmed its price target on Qualcomm Inc. (NASDAQ:QCOM) to $160 from $175 and kept a Neutral rating on the shares. The investment bank tied the update directly to a weaker outlook for global handset demand and related industry pressures. Qualcomm Inc. (QCOM): Navigating Global Smartphone Challenges with 5G and IoT Strength Mizuho stated that it expects global handset shipments in calendar year 2026 to decli ...