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1 week ago | 
fool.com | Timothy Green
Shares of Apple (AAPL -2.88%) slumped on Friday in response to a new tariff threat from President Donald Trump. In a post on Truth Social, Trump threatened a tariff of at least 25% on all iPhones manufactured outside of the United States. Apple has been shifting some production from China to India, reportedly planning to make most of its U.S.-bound iPhones in India by the end of 2026.
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1 week ago | 
flipboard.com | Timothy Green
Why I recommend the M4 Mac Mini to both creatives and business professionals - especially at this priceThe latest M4 Mac Mini is nearly the same size as an Apple TV, but a whole lot more powerful than its predecessor. It's on sale ahead of Memorial Day. …
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1 week ago | 
fool.com | Timothy Green
Graphics processing unit (GPU) giant Nvidia (NVDA -1.02%) now generates most of its revenue from data center GPUs aimed at artificial intelligence (AI) workloads. In the fourth quarter of fiscal 2025, the data center segment produced $35.6 billion in revenue compared to just $2.5 billion for the gaming segment. Given the monstrous growth in AI accelerator demand and Nvidia's complete dominance of that market, it makes sense for the company to prioritize its data center business.
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3 weeks ago | 
fool.com | Timothy Green
Here's our initial take on Take-Two Interactive's (TTWO 1.35%) financial report. Key MetricsMetricQ4 2024Q4 2025Changevs. ExpectationsRevenue$1.40 billion$1.58 billion+13%BeatEarnings per share($17.02)($21.08)N/AMissedNet Bookings$1.35 billion$1.58 billion+17%n/aEBITDA($19.6 million)$161 millionN/An/aTreading Water in Fiscal 2026Take-Two Interactive finished out fiscal 2025 on a strong note, with double-digit revenue and net bookings growth.
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3 weeks ago | 
fool.com | Timothy Green
Here's our initial take on Applied Materials' (AMAT 0.29%) second-quarter financial report. Key MetricsMetricQ2 2024Q2 2025Changevs.
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3 weeks ago | 
fool.com | Timothy Green
Here's our initial take on Walmart's (WMT 0.87%) financial report. Key MetricsMetricQ1 FY 2025Q1 FY 2026Changevs. ExpectationsRevenue$161.5 billion$165.6 billion+2.5%BeatEarnings per share (adjusted)$0.60$0.61+1.7%BeatU.S. comparable sales growth (ex.
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3 weeks ago | 
fool.com | Timothy Green
There have been a few high-profile customer wins for Intel's (INTC -4.54%) nascent foundry business and its flagship Intel 18A manufacturing process, including deals with Microsoft and Amazon to produce future chips. The company has also won some business for its advanced packaging technology, and revenue from this will start to pick up in the second half of 2025.
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3 weeks ago | 
fool.com | Timothy Green
Here's our initial take on Nu Holdings' (NU 1.39%) fiscal 2025 first-quarter financial report. Key MetricsMetricQ1 2024Q1 2025Changevs. ExpectationsRevenue$2.74 billion$3.25 billion+19%BeatAdjusted EPS$0.09$0.12+33%MissedActive customers82.6 million98.7 million+19%n/aDeposits$24.3 billion$31.6 billion+30%n/aCustomer and Deposit GrowthNu Holdings grew revenue by 19% year over year in the first quarter, or by 40% when adjusted for currency exchange.
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3 weeks ago | 
fool.com | Timothy Green
Shares of programmatic advertising platform PubMatic (PUBM 3.70%) have been pummeled over the past few years. The stock surged in the early days of the pandemic, but it's lost more than 80% of its value since peaking in 2021. On the surface, PubMatic's first-quarter report wasn't anything to write home about. Revenue sank 4% year over year, the company reported a GAAP net loss, and the outlook for the second quarter wasn't particularly impressive.
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3 weeks ago | 
fool.com | Timothy Green
There's no question that artificial intelligence (AI) has real use cases and that the latest AI models can do some incredible things. But it's important to remember that the technology has limitations. Ultimately, all an AI model does is predict the next token -- characters of text, pixels in an image, and so forth -- in a stream of tokens. There's no real reasoning or thinking, just a bunch of statistics. Because of these limitations, AI models often get things wrong or create false information.
