Semiconductor Strategy

Business

Disney Taps Theme Park Veteran Josh D’Amaro as Next CEO, Ending Years of Succession Speculation

The Walt Disney Company has selected Josh D’Amaro, Chairman of Disney Experiences, to succeed Bob Iger as Chief Executive Officer, marking a pivotal leadership transition for the entertainment conglomerate. The move follows a meticulous, years-long search aimed at ensuring stability after the tumultuous tenure of Iger's previous successor.

Feb 3, 2026

Business

Powell Industries (POWL) Q4 Revenue Falls Short Despite Strong Profit Beat and Record Backlog

Powell Industries reported mixed Q4 CY2025 results, with revenue of $251.2 million missing analyst forecasts despite a 4% year-over-year increase. However, the electrical systems manufacturer delivered a significant earnings beat, with GAAP EPS of $3.40 surpassing estimates by 16.6%, buoyed by robust order activity and operational efficiency.

Feb 3, 2026

Business

Super Micro's AI-Driven Surge Continues: Q4 Revenue Soars 123%, Stock Climbs on Stellar Outlook

Super Micro Computer (SMCI) delivered a blockbuster fourth quarter, with revenue more than doubling year-over-year to $12.68 billion and significantly outpacing Wall Street forecasts. The server maker's bullish guidance for the current quarter sent its shares higher, cementing its status as a key beneficiary of the AI infrastructure boom.

Feb 3, 2026

Business

AMD Powers Past Q4 Expectations on Surging CPU Demand, Sets Bullish Outlook

Chipmaker Advanced Micro Devices posts record quarterly revenue, fueled by robust demand for its data center and PC processors, and provides guidance above Wall Street forecasts despite a broader market selloff.

Feb 3, 2026

Business

From Peter Pan to the C-Suite: Josh D'Amaro Named to Succeed Bob Iger as Disney CEO in 2026

After a 28-year ascent through Disney's ranks, Josh D'Amaro, the architect behind the company's blockbuster theme park expansions, has been tapped to become the next Chief Executive Officer, marking a pivotal leadership transition for the entertainment giant.

Feb 3, 2026

Business

AMD Powers Past Expectations: Q4 Revenue Soars 34% on AI and Data Center Strength

Advanced Micro Devices (AMD) delivered a robust fourth quarter for 2025, surpassing revenue forecasts with $10.27 billion in sales and issuing optimistic guidance, fueled by strong demand for its AI and high-performance computing platforms.

Feb 3, 2026

Business

Bitcoin Plunges to 2024 Levels, Dragging Crypto Stocks Down in Broad Market Retreat

Bitcoin tumbled to lows not seen since late 2024, breaching the $73,000 support level and triggering steep declines in major crypto-correlated stocks as a sell-off in technology shares rippled through risk assets.

Feb 3, 2026

Business

Galaxy Digital Posts $482 Million Annual Loss Amid Crypto Market Downturn

The crypto-focused financial services firm reported a significant net loss for 2025, driven by unrealized losses on its digital asset holdings, despite strong operational performance in its core businesses.

Feb 3, 2026

Business

Blackstone's Gray Flags AI Disruption as Paramount Concern for Global Investors

At a major investment forum, Blackstone President Jon Gray highlighted artificial intelligence as the foremost strategic issue for the world's largest alternative asset manager, outlining a dual approach of investing in foundational infrastructure while navigating sector-specific risks.

Feb 3, 2026

Business

Kogan.com Shares Plunge 10% in a Week, Extending Five-Year Rout to 78%

A brutal week for Kogan.com shareholders sees the stock sink further, capping a devastating five-year decline. As revenue shrinks and profits remain elusive, questions mount about the online retailer's path to recovery.

Feb 3, 2026

Business

The 21st Century's Unlikely Stock Market Champion: Monster Beverage Outpaces Tech Titans

Forget Apple and Nvidia. The top-performing stock since 2000 is an energy drink maker, echoing a surprising pattern from the last century's winner.

Feb 3, 2026

Business

From Parks to Power: Disney Taps Josh D’Amaro as CEO, Betting on Operational Magic to Navigate Media Upheaval

The Walt Disney Company has named theme parks chief Josh D’Amaro as its next CEO, placing its most reliable profit engine at the helm to steer the global media giant through industry-wide uncertainty and a historic $60 billion global expansion.

Feb 3, 2026

Business

Ether Slides 10% Amid Buterin's Strategic Shift and L2 Rethink

Ethereum's price faces headwinds following founder Vitalik Buterin's latest moves—a substantial charitable donation and a public reassessment of the blockchain's scaling roadmap—raising questions about market sentiment and the future of Layer 2 networks.

Feb 3, 2026

Business

From Parks to Power: Josh D’Amaro Takes the Helm at Disney, Promising Iger-Like Leadership Amidst Mounting Challenges

Josh D’Amaro, Disney's newly appointed CEO, steps into the top role on March 18. Known for his charismatic, people-first style modeled after Bob Iger, he faces a complex landscape of streaming wars, theme park pricing pressures, and the need to revitalize key franchises.

Feb 3, 2026

Business

From Hardware to Heartware: How Lowe's Is Reinventing Itself as a Lifestyle Partner

Faced with a fundamental shift in what 'home' means, the home improvement giant is leveraging cultural insights, AI, and creator partnerships to build deeper connections beyond the project aisle.

Feb 3, 2026

Business

Chipotle Beats Revenue Forecasts in Q4 2025, but Same-Store Sales Dip Raises Questions

Chipotle Mexican Grill (NYSE: CMG) reported fourth-quarter revenue of $2.98 billion, surpassing Wall Street estimates, though a decline in customer traffic at established locations tempered investor enthusiasm.

Feb 3, 2026

Business

Beyond the Game: How Sports Franchises Are Emerging as a Legitimate Asset Class for Investors

As the Super Bowl captivates fans, a deeper financial play is unfolding. Professional sports teams, long the exclusive domain of billionaires, are now becoming accessible to a wider range of investors through innovative funds, signaling their evolution into a distinct and resilient asset class.

Feb 3, 2026

Business

Canada Tightens Crypto Custody Rules in Wake of QuadrigaCX Collapse

Canada's investment regulator, CIRO, has enacted a new digital asset custody framework effective immediately, aiming to bolster investor protections and prevent future platform failures like the notorious 2019 QuadrigaCX case.

Feb 3, 2026

Business

Mondelez Beats Revenue Forecasts Amid Cocoa Cost Squeeze, But Profit Misses Mark

The snack food giant Mondelez International reported stronger-than-expected Q4 2025 sales of $10.5 billion, driven by strategic pricing. However, earnings per share fell short of analyst estimates, highlighting the pressure from historic cocoa costs on profitability.

Feb 3, 2026

Business

Benchmark Electronics Beats Street Expectations, Posts Strong Q4 Revenue and Upbeat Guidance

Benchmark Electronics (NYSE:BHE) delivered a robust fourth-quarter performance for 2025, with revenue and earnings surpassing analyst forecasts. The electronics manufacturing services provider also issued forward guidance that exceeded expectations, signaling potential momentum despite a challenging macro environment for industrial tech.

Feb 3, 2026