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GlobalFoundries Inc. (GF) Up More Than 13% Since Q4 2025 Earnings

​GlobalFoundries Inc. (NASDAQ:GFS) is one of the Best Up and Coming AI Stocks to Buy. GlobalFoundries Inc. (NASDAQ:GFS) has gained more than 13% since its fiscal Q4 2025 earnings were released on February 11. The company posted a quarterly revenue of $1.83 billion, which remained flat year-over-year, but topped estimates by $26.62 million. The EPS came in at $0.55 ahead of expectations.

​The revenue and profitability metrics for the quarter were above the top end of management’s guidance, driven by the shift towards higher-margin automotive, communications infrastructure, and data center end markets. Full-year revenue was $6.791 billion, up 1% compared to the prior year, while the full-year operating profit was $1.066 billion at a 15.7% operating margin, reflecting an increase of 210 basis points year-over-year.  Management expects next quarter’s revenue to be around $1.625 billion plus or minus $25 million, along with roughly 27% gross margins.

​That said, GlobalFoundries Inc. (NASDAQ:GFS) and Renesas Electronics, which is a Japanese chipmaker, announced a multi-billion-dollar manufacturing partnership on February 16.

​Management noted that the deal expands on the existing partnership and allows Renesas broader access to the company’s specialized chip technologies while boosting supply chain security. As a result of this partnership, Renesas will have access to the company’s portfolio, including FDX, BCD, and advanced CMOS technologies. These technologies will be used to power Renesas’ system-on-chips, microcontrollers, and power devices.

​Manufacturing, as per the partnership, is expected to start from GlobalFoundries’ US facilities in mid 2026 and is said to expand to Germany, Singapore, and China. Management noted that this deal positions the company as an international supplier of one of the world’s top automotive MCU makers.

​Tim Breen, CEO of GlobalFoundries, noted:

​“This partnership strengthens a proven relationship and underscores GF’s role as a trusted partner for essential semiconductor technologies. The automotive landscape is changing fast. Semiconductors are now the foundation of innovation, powering advanced driver assistance, battery management, and secure connectivity.”

​GlobalFoundries Inc. (NASDAQ:GFS) is a semiconductor foundry that provides a range of mainstream wafer fabrication services and technologies worldwide.

While we acknowledge the potential of GFS to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than GFS and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None. Follow Insider Monkey on Google News.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

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