In this episode of Motley Fool Money, Emily Flippen, Jason Hall, and Asit Sharma to dive into three recent stories where the operating system underneath a business has started to matter more than the company above it.
AMD beat Q4 expectations but fell sharply after projecting $9.8 billion in Q1 revenue, shifting investor focus from earnings strength to how quickly data center AI revenue can scale against Nvidia.
Pet company Central Garden & Pet (NASDAQ:CENT) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 6% year on year to $617.4 million. Its non-GAAP profit of $0.21 per share was 51.8% above analysts’ consensus estimates.
Healthcare distributor and services company McKesson (NYSE:MCK) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 11.4% year on year to $106.2 billion. Its non-GAAP profit of $9.34 per share was 0.7% above analysts’ consensus estimates.
Social network Snapchat (NYSE: SNAP) announced better-than-expected revenue in Q4 CY2025, with sales up 10.2% year on year to $1.72 billion. Its GAAP profit of $0.03 per share was significantly above analysts’ consensus estimates.
IT solutions provider Connection (NASDAQ:CNXN) fell short of the market’s revenue expectations in Q4 CY2025, with sales flat year on year at $702.9 million. Its non-GAAP profit of $0.91 per share was 5.8% above analysts’ consensus estimates.
A number of stocks fell in the afternoon session after software stocks continued to pull back as investors assessed the potential for new AI automation tools to compete with established software platforms.
Shares of financial services company Robinhood (NASDAQ:HOOD)
fell 8.4% in the afternoon session after software stocks continued to pull back as investors assessed the potential for new AI automation tools to compete with established software platforms.
Shares of online community and discussion platform Reddit (NYSE:RDDT) fell 6.9% in the afternoon session after software stocks continued to pull back as investors assessed the potential for new AI automation tools to compete with established software platforms.
Shares of investment management firm T. Rowe Price (NASDAQ:TROW) fell 4.8% in the afternoon session after the company reported fourth-quarter 2025 financial results that fell short of analyst expectations.
A number of stocks fell in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China.
Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 14.1% in the afternoon session after the company reported strong fourth-quarter results and significantly raised its full-year revenue forecast, driven by booming demand for its artificial intelligence (AI) servers.
Shares of aircraft leasing company FTAI Aviation (NASDAQ:FTAI) fell 7.3% in the afternoon session after investors took profit following a significant rally. The decline followed an extraordinary period for the stock, which had surged 187% over the previous year, likely prompting some investors to sell and secure their gains.
Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO)
fell 4% in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China.
A number of stocks fell in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China.
A number of stocks fell in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China.
