Workday’s margin outlook came up short of expectations as the company steps up AI investments.

Earnings Call Insights: Tigo Energy (TYGO) Q4 2025 Management View CEO Zvi Alon highlighted a strong close to 2025, noting, "we ended 2025 with yet another strong quarter and that against the backdrop of seasonally slower periods for our industry." The company achieved $103.5 million in annual revenue, reflecting 91.7% year-over-year growth, and reported fourth quarter revenue of $30 million, a 73.8% increase from Q4 2024. Alon stated that optimizer unit volume outgrew the company's main competitor, indicating market share gains in 2025. He also reported 744,000 units shipped in Q4, totaling 2.7 million units for the year. The CEO detailed sequential revenue growth in EMEA and Americas, with notable performance in the U.K. and the U.S., although seasonal softness was experienced in Germany, Italy, and parts of Eastern Europe due to weather impacts. Alon introduced several 2026 growth drivers: the establishment of U.S.-based contract manufacturing for domestic content-compliant MLPE and the EG4 partnership, with initial deliveries set for May; expansion of repower initiatives; and the launch of the GO battery for the U.S. market, designed with 5 to 30-kilowatt hour capacity and 11.4 kilowatt hour continuous output. The company expects the new battery to enhance upsell opportunities and drive U.S. growth. On competitive dynamics, Alon noted, "we have witnessed some competitors reducing their physical footprint in the market. We expect to benefit from this dynamic as the year progresses." Alon announced the elimination of a $50 million convertible note ahead of maturity, removing $2.5 million in annual interest payments and ending the year with no outstanding debt maturities. CFO Bill Roeschlein stated, "revenue for the fourth quarter of 2025 increased 73.8% to $30 million from $17.3 million in the prior year period." He added that MLPE revenue comprised $26.9 million, GO ESS $2.2 million, and Predict+ and Licensing $0.9 million in Q4. Roeschlein also noted a definitiv...

Earnings Call Insights: Matson (MATX) Q4 2025 Management View Matthew Cox, Chairman & CEO, stated that "Matson had a solid finish to the year with consolidated fourth quarter results that exceeded our expectations." He highlighted that Ocean Transportation operating income approached the prior year period, mainly due to higher-than-expected freight rates and volumes in the China service, driven by strong e-commerce and e-goods demand. The CEO pointed to a "more stable trading environment in the Transpacific trade lane as a result of the U.S. China trade and economic deal announced on October 30, which greatly reduced uncertainty regarding tariffs, port entry fees, global trade and other geopolitical factors." Cox noted higher year-over-year volumes in Hawaii and Guam, while Alaska saw lower volumes. Logistics operating income decreased year-over-year, mainly due to a lower contribution from supply chain management. For 2026, Cox said "we expect consolidated operating income to approach the level achieved in the full year 2025 and based on our expectations of continued solid U.S. consumer demand and a stable trading environment in the Transpacific trade lane." Joel M. Wine, Executive VP & CFO, reported: "For the fourth quarter, consolidated operating income decreased $3.8 million year-over-year to $143.7 million with lower contributions from Ocean Transportation and Logistics of $1.4 million and $2.4 million, respectively." Wine added, "In the fourth quarter, net income and diluted earnings per share were $143.1 million and $4.60, respectively." Outlook The company expects consolidated operating income for the full year 2026 "to approach to $499.8 million achieved in 2025" with Ocean Transportation operating income to approach $455.6 million and Logistics operating income to approach $44.2 million. For Q1 2026, Ocean Transportation operating income is expected to be approximately $50 million, which is lower than the first quarter last year, primarily due to lower vol...

Earnings Call Insights: Astronics Corporation (ATRO) Q4 2025 Management View CEO Peter Gundermann opened by stating, "Simply put, our fourth quarter was very strong. revenue of $240 million easily set a new record, besting our previous high watermark set in the third quarter of 2018 by almost 13%." He highlighted that sales were up 15% year-over-year and 13.5% sequentially, attributing growth to "strong market conditions" and "solid execution across our operations." Gundermann also noted efficiency, pricing, and productivity initiatives that improved margins and cash flow, with operating income at 14.8% and adjusted EBITDA at 19%, both post-pandemic records. He further announced, "We also completed a planned transition from an ABL line of credit to a cash flow revolver. At the end of the quarter, we had available liquidity of $231 million." CFO Nancy Hedges stated, "Gross profit increased nearly 29% to $80 million, and gross margin expanded 350 basis points year-over-year to 33.3%." She emphasized, "The majority of margin expansion was the result of higher volume and favorable mix," and referenced repricing actions, productivity gains, and restructuring benefits. Hedges also noted a $7.3 million decline in SG&A, mostly from reduced litigation expenses, with SG&A at "the lower end of our historic operating rate of 14% to 15% of sales." Outlook Gundermann stated, "A few weeks ago, we issued preliminary 2026 revenue guidance of $950 million to $990 million. The midpoint of that range, $970 million would represent growth of 12.5%. The high end of the range, $990 million would represent growth of nearly 15%." He added, "We do not issue bottom line guidance, but we believe that the broad range of initiatives that helped us make progress in 2025 remain in place and we expect to see continued progress given the higher sales volume we expect to see in 2026." Management expects first quarter 2026 sales to be in the $220 million to $230 million range, with second-half quarterl...

Earnings Call Insights: Rocky Brands, Inc. (RCKY) Q4 2025 Management View Jason Brooks, Chairman, CEO & President, highlighted that net sales increased 9% in Q4, marking the highest quarterly growth rate of the year and closing out 2025 with "strong results that reflect the momentum that has been building in our business." Brooks noted, "Net sales increased 9%, marking an excellent finish to what has been a very good year for the Rocky Brands, especially considering the industry headwinds we've navigated from the higher tariffs and deteriorating consumer sentiment." Brooks emphasized exceptional performance in the direct-to-consumer channel during the holiday season and cited XTRATUF as the fastest-growing brand, with e-commerce growth "almost triple digits." The Q4 launch of the new Sesame Street licensed product for XTRATUF was highlighted as being "well received, particularly through e-commerce, adding momentum to our rapidly growing kids business." Brooks also reported strong growth in Muck, driven by successful online promotions and favorable weather, while Durango and Georgia Boot brands experienced mixed performance due to order timing and channel variations. Retail sales overall grew more than 30% year-over-year, with continued strength in B2B and e-commerce. Thomas Robertson, COO, CFO & Treasurer, stated, "Overall, sales increased 9.1% year-over-year to $139.7 million, our highest growth rate of the year and our highest in over 3 years. By segment, retail sales increased 30.8% to $57 million, which comes on top of a 15.1% growth in the year ago quarter. Wholesale sales were $79.6 million, a decrease of 2.1% and contract manufacturing sales were essentially flat at $3.2 million." Outlook Robertson outlined that for 2026, "we expect revenue to increase approximately 6% over 2025 with our retail segment growing faster than wholesale. We are forecasting gross margins to be similar to that of 2025. This includes roughly $10 million in IEEPA tariffs that will hit...

Firefighters search for 39 people missing in debris after river burst and houses were swept away Three firefighters pulled a man’s body from the mud amid the rubble of houses swept away in a landslide in south-eastern Brazil, where 30 people died and 39 were still missing on Tuesday after torrential rains. iA river in the state of Minas Gerais burst its banks and streets became raging currents of brown water after an overnight downpour in a region that has seen record rain this month. Continue reading...

West Bromwich Albion sack head coach Eric Ramsay after only nine games in charge at The Hawthorns.

Zohran Mamdani calls for ‘respect’ of New York police as hundreds of thousands in US still face power outages New York City’s mayor, Zohran Mamdani, called for “respect” of local police officers in the wake of Monday’s blizzard after a viral video showed some getting pelted by snowballs in Washington Square Park while responding to a large snowball fight. In the video, a crowd of people boo and jeer at two officers, and some throw snowballs in their faces. At one point, the officers push at least two people to the ground in response to the snowballs. Continue reading...

Stifel vice president of portfolio strategy Thomas Caroll joins the Market Domination team to address Big Tech's rising capex spending on AI and define which companies are the biggest winners in AI hardware and which are the losers in AI services. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

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JPMorgan Chase CEO Jamie Dimon, asked about fierce competition across the financial industry, said he’s starting to see parallels to the era before the 2008 financial crisis, when a rush to make loans ended disastrously. “Unfortunately, we did see this in ’05, ’06 and ’07, almost the same thing — the rising tide was lifting all boats, everyone was making a lot of money,” Dimon told investors on Monday. While JPMorgan isn’t willing to make riskier loans to boost net interest income, he said, “I see a couple people doing some dumb things. They’re just doing dumb things to create NII.” Dimon, who led the largest US bank through the 2008 financial crisis and scooped up two major competitors that collapsed, said he expects the credit cycle will eventually sour again — though he is not sure when. Bloomberg News Finance Reporter Katherine Doherty joins Bloomberg Businessweek Daily to discuss. She speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)

据报道，支付公司Stripe正在考虑收购PayPal的全部或部分业务。PayPal股价收盘上涨近7%。（界面新闻）

一位熟知内情的人士周二表示，人工智能实验室Anthropic无意放宽对军事用途的限制，并补充说，在与五角大楼会面讨论其未来后，谈判仍在继续。Anthropic 首席执行官达里奥-阿莫代（Dario Amodei）与美国国防部长皮特-赫格塞思之间的会晤旨在解决长达数月的争端。这家人工智能初创企业拒绝取消保障 ，以防止其技术被用于自主瞄准武器和进行美国国内监控。五角大楼官员认为，政府只应遵守美国法律。熟悉内情的人士说，在会议期间，赫格塞思向Anthropic公司发出了最后通牒：要么加入，要么政府将采取严厉行动。这些人说，选择包括给 Anthropic 贴上供应链风险的标签，或者 让五角大楼援引《国防生产法》（Defense Production Act），迫使 Anthropic 改变其规则。五角大楼一位知情的高级官员称，政府要求 Anthropic 在周五下午 5 点 之前做出回应。 责任编辑：王永生

Meta strikes major deal for AI chips with AMD weareiowa.com

Key PointsFintech is a core growth engine driving engagement and revenue diversification.

Watch: TDS-Riddled De Niro Sobs In Tears Over Trump Authored by Steve Watson via Modernity.news, Robert De Niro, the actor whose unhinged rants against President Trump have become a staple of leftist media, took his Trump Derangement Syndrome to new heights by bursting into tears during an MSNBC appearance. De Niro sobbed while discussing Trump’s alleged “division,” prompting host Nicolle Wallace to tear up as well in a display of peak propaganda. De Niro spluttered “You have to lift people up. You can’t divide people… this thing (Trump) they’re destroying, attempting to destroy this country and maybe not even understanding why. It’s up to us to protect the country.” ?? Robert De Niro breaks down crying about Trump: “You have to lift people up. You can't divide people. This thing [Trump] is destroying the country.” Peak Hollywood sobfest propaganda. https://t.co/VDoDdXbc75 — Mario Nawfal (@MarioNawfal) February 23, 2026 Wallace responded: “You’re always about lifting up everybody around you,” and added “You weren’t supposed to make me cry.” De Niro’s tears underscore the desperation among Hollywood elites as Trump’s America First policies continue to reshape the nation, exposing the hypocrisy of those who claim to champion unity while sowing division themselves. Robert De Niro crying about “lifting people up” & saying “you can’t divide people”, after for years, calling Trump and his supporters racists, Hitler, fascists, Nazis….is BEYOND INSANE!! — The Conservative Read (@theconread) February 23, 2026 No actor has been more divisive and disparaging to conservative voters than Robert Deniro over the last 10 years so spare me the crocodile tears BS. He is a state propagandists bc that’s what’s required to be a working actor. Especially when you owe millions in taxes. — Wokeaholics (@wokeaholics) February 23, 2026 A washed up professional actor doing what he does best: acting — Rising Eagle (@risingeagleusa) February 23, 2026 Top-tier emotional framing here De Niro taps...

Amazon CEO Jassy sells $4.08 million in AMZN stock Investing.com South Africa

苹果上涨2.24%，苹果公司周二宣布，将大幅扩建其在休斯顿的工厂运营，首次将Mac mini带到美国本土进行生产。 * Anthropic新产品提振软件股 *AMD与Meta达成芯片协议 * 中概股多数走高 美国股市周二收高，科技股领涨。市场对人工智能前景的热情重新升温，暂时盖过了此前关于该技术可能对多个行业造成颠覆的担忧。 道琼斯工业指数上涨370.44点，涨幅0.76%，收于49174.50点；标普500指数上涨52.32点，涨幅0.77%，收于6890.07点；纳斯达克综合指数上涨236.41点，涨幅1.05%，收于22863.68点。 【热门股表现】 科技巨头多数上涨， 苹果上涨2.24%，苹果公司周二宣布，将大幅扩建其在休斯敦的工厂运营，首次将Mac mini带到美国本土进行生产。 英伟达上涨0.68%，特斯拉上涨2.39%，微软上涨1.18%，亚马逊上涨1.60%，Meta上涨0.32%。谷歌A类股下跌0.19%，谷歌C类股下跌0.25%，博通下跌1.47%。 台积电收高4.25%，市值首度突破2万亿美元，年内累计涨幅已达26.94%。 超威半导体大涨8.77%，超威半导体宣布未来五年将向Meta出售价值高达600亿美元的人工智能芯片。根据协议，Meta将获得超威半导体最多10%的股权。 标普500指数板块中，非必需消费品板块和科技板块涨幅居前，医疗保健板块表现最弱。 DocuSign股价上涨2.6%，此前Anthropic表示其Claude Cowork现在可以连接到DocuSign以及企业现有的其他工具，如Drive和Gmail。此举让投资者感到乐观，认为人工智能或许能够弥补软件公司，而非取代它们。 这种乐观情绪也延伸到了软件领域的其他板块。赛富时和ServiceNow的股价分别上涨了4.1%和1.7%。iShares扩展软件与技术行业ETF上涨2%。 FactSet上涨5.9%，汤森路透美股上涨11.5%，Salesforce上涨4.1%，成为道指涨幅居前个股之一。人工智能实验室Anthropic宣布推出多款面向投资银行和人力资源等领域的新插件。数周前，该公司早期产品曾引发传统软件股抛售。公司表示，新插件与多家合作伙伴共同开发，包括汤森路透、Salesforce和FactSet。 周一因冬季风暴重挫的航空和旅游板块强劲反弹，涨幅约2.9%。道指成分...

中国银行保险资产管理业协会近日发布的“保险机构2026年资产配置展望调查结果”显示，保险机构今年普遍看好的境内投资资产是股票和证券投资基金。其中，多数保险机构对2026年A股市场持较乐观的态度，并计划小幅增配A股。（证券日报）

Amazon CEO Jassy sells $4.08 million in AMZN stock By Investing.com Investing.com Nigeria

watch now VIDEO 3:56 03:56 We want companies that make things and do stuff we understand, says Jim Cramer Mad Money with Jim Cramer CNBC's Jim Cramer on Tuesday outlined a simple framework to make sense of the current market, as the threat of artificial intelligence disruption looms over industries from software to commercial real estate . "We want companies that make things and do stuff that we can understand. We want to avoid stuff we can't or don't comprehend, because if you can't get your head around it, then it's probably the kind of stock that Anthropic ... can wreck with a simple press release," Cramer said on "Mad Money," referencing the AI startup behind the Claude chatbot. Anthropic has announced a tear of new industry-specific AI tools in recent weeks, often accompanied by sell-offs in stocks in those domains . "Suddenly, once unassailable companies with great moats seem like they might be worth nothing — yes, nothing," Cramer said. "Maybe these software stocks can have periodic bounces, but if you don't know what they do, if you don't know what they make, if you can't explain the business to someone else, you can't own it." Cramer's comments on Tuesday came after a recovery day for Wall Street in which all three major U.S. indexes finished the day higher. With increased attention on the concept of "HALO" stocks — heavy assets, low obsolesce — Cramer said he was trying to put an even finer point on what this fragile market is looking for in minting winners. He said another important consideration is whether the company's products are in demand, and it's especially helpful when their products are facing shortages. That's the case right now with companies that make memory chips and storage devices used in AI computing, such as Sandisk and Micron . "How about Caterpillar? We like their stuff," Cramer added, while also mentioning fellow gas turbine maker GE Vernova , which is owned by his Charitable Trust, the portfolio used by the CNBC Investing Club. "How a...

J Studios/DigitalVision via Getty Images A predominant theme in markets over the past several weeks has been the so-called “Saas-pocalypse” which was triggered in large part after the release of a number of plugins by Anthropic to its popular Claude Cowork . Multiple companies in the software space saw shares of their stock take a dramatic haircut in response. Microsoft ( MSFT ), one of the largest companies in the world, was not spared from the carnage with shares being down significantly over the past few weeks. This sell-off has now left many investors pounding the table, claiming MSFT shares offer significant value at current prices. In this article, however, I’m going to argue that this is not obvious at all. And the primary reason for this stems from the seemingly impossible situation the company finds itself in. There seems to be a zero-sum dynamic for Microsoft where certain aspects of its business will benefit from whatever happens with AI while other aspects of its business will suffer. If AI is Successful, Microsoft Loses Anybody whose been paying attention to markets over the past month or so is aware of the so-called “SaaS-pocalypse” that has been taking place. There has been a massive sell-off in software-related stocks, an area of the market where investors had previously supposed the market leaders had impregnable moats, and, as a result, investors were willing to ascribe high multiples to these companies. The explanatory narrative of this that has gained the most traction is that, going forward, organizations are simply going to “vibe code” their own software products, using tools from players like Anthropic and OpenAI, and, as a result, not have to pay for expensive seat-based SaaS subscriptions. Microsoft, being the preeminent SaaS company with its flagship Microsoft 365 product suite, has been caught up in the middle of this sell-off, seeing its shares lose almost 20% of their value ytd: Source: Seeking Alpha (MSFT year-to-date performance chart)...

J Studios/DigitalVision via Getty Images A predominant theme in markets over the past several weeks has been the so-called “Saas-pocalypse” which was triggered in large part after the release of a number of plugins by Anthropic to its popular Claude Cowork . Multiple companies in the software space saw shares of their stock take a dramatic haircut in response. Microsoft ( MSFT ), one of the largest companies in the world, was not spared from the carnage with shares being down significantly over the past few weeks. This sell-off has now left many investors pounding the table, claiming MSFT shares offer significant value at current prices. In this article, however, I’m going to argue that this is not obvious at all. And the primary reason for this stems from the seemingly impossible situation the company finds itself in. There seems to be a zero-sum dynamic for Microsoft where certain aspects of its business will benefit from whatever happens with AI while other aspects of its business will suffer. If AI is Successful, Microsoft Loses Anybody whose been paying attention to markets over the past month or so is aware of the so-called “SaaS-pocalypse” that has been taking place. There has been a massive sell-off in software-related stocks, an area of the market where investors had previously supposed the market leaders had impregnable moats, and, as a result, investors were willing to ascribe high multiples to these companies. The explanatory narrative of this that has gained the most traction is that, going forward, organizations are simply going to “vibe code” their own software products, using tools from players like Anthropic and OpenAI, and, as a result, not have to pay for expensive seat-based SaaS subscriptions. Microsoft, being the preeminent SaaS company with its flagship Microsoft 365 product suite, has been caught up in the middle of this sell-off, seeing its shares lose almost 20% of their value ytd: Source: Seeking Alpha (MSFT year-to-date performance chart)...

The Late-Stage Bull Market Is a Buying Opportunity for Tech MarketBeat

Apple complies with new age assurance laws in the U.S. and abroad, including those that block users from downloading apps aimed at adults.

WTI原油站上65美元/桶，日内涨0.55%。

Workday Inc. Chief Executive Officer Aneel Bhusri said leading AI companies like Anthropic — which investors fear will disrupt the software industry — actually use his company’s products. “Just for what it’s worth, Anthropic, Google and OpenAI all run Workday,” Bhusri said on a call Tuesday with analysts. Workday makes software for office tasks such as payroll and employee management. Investors have grown worried that AI tools will make this kind of work easier and wipe out demand for these products. Workday’s stock has plummeted about 40% this year, a slide mirrored by peers like Salesforce Inc. Bhusri, a Workday co-founder, returned earlier this month as CEO. He had stepped down in 2024 as co-CEO while continuing to serve as chairman. Bhusri spent much of a conference call after the company reported earnings on Tuesday laying out a case for why Workday’s software will remain relevant in the age of AI. “These are true systems of record that must process transactions with absolute accuracy and speed, enforce complex security models, and comply with statutory and regulatory requirements all over the world,” he said. “No amount of vibe coding is going to produce an HR or an ERP system.” ERP refers to software for enterprise resource planning, which consolidates many basic business tasks into a single system. Read More: Workday Gives Weak Outlook, Fueling Investors’ AI Skepticism Still, Workday’s shares fell 9% in extended trading.