Geopolitical trade tensions are once again running high with the European Union freezing the ratification process of its agreement with the United States. Since the US Supreme Court struck down US President Donald Trump’s use of emergency-powers law to impose tariffs, there has been confusion over the many trade deals that had been reached globally. Trump, in a social media post, threatened higher tariffs for nations that “play games” with US trade agreements following the court ruling. He didn’t specifically mention the EU but he warned nations against taking advantage of the legal setback. EU lawmakers today suspended legislative work on approving the deal that was reached last summer but never fully implemented. If that pact unravels, it will once again damage the transatlantic trade relationship that is already fragile after Trump’s push to gain control Greenland. European officials are now looking for clarity about Trump’s tariff strategy , before making any decisions. Trump on Friday said he would impose a 10% global tariff, which he then quickly raised to 15%, increasing confusion for American trading partners. “Full clarity on what these new developments mean for the EU-US trade relationship is the absolute minimum that is required for us as the EU to make a clear-eyed assessment to decide on the next steps,” Olof Gill, a commission spokesperson, told reporters. What You Need to Know Today German business confidence brightened more than anticipated this month , adding to hopes about the economic prospects of Europe’s largest economy. An expectations index by the Ifo institute increased to 90.5 from a revised 89.6 in January. That’s above the median estimate of 90 in a Bloomberg survey. A measure of current conditions improved more than expected. The latest trade friction with the US highlights risks but there have been positive signals including the first expansion since 2022 for Germany’s manufacturing sector. Danish drug maker Novo Nordisk’s next-generatio...

Palantir Technologies Inc. is now Florida's most valuable company by market cap. Here's how the stock has performed over the past year.

mesh cube/iStock via Getty Images Investment Overview Axsome Therapeutics, Inc. ( AXSM ), the commercial-stage Pharma company whose >$9bn market cap valuation (at the time of writing) is mostly derived from a diverse and intriguing pipeline, reported its Q4 and full-year 2025 earnings and business updates earlier today, February 23rd. Firstly, let's consider the financials - shared in the table below (source: Axsome earnings presentation , released today): Axsome Q4 FY25 financial summary (presentation) The year-on-year uplift in revenues - 65% in Q4, to $196m, and 66% in full-year 2025, to $638.5m is undeniably impressive, with sales of Auvelity - a combination of dextromethorphan and bupropion, first approved in August 2022 to treat Major Depressive Disorder ("MDD") in adults, particularly impressive. Sunosi, a novel oral dopamine and norepinephrine reuptake inhibitor (DNRI), trace amine-associated receptor 1 (TAAR1) agonist, and 5-HT1A agonist, acquired from Jazz Pharmaceuticals plc ( JAZZ ) in 2022, approved in the U.S. and Europe to treat Excessive Daytime Sleepiness ("EDS") in adult patients with narcolepsy or obstructive sleep apnea ("OSA"), also showed solid revenue growth, while Symbravo (meloxicam-rizatriptan), a novel, oral, selective COX-2 inhibitor and 5-HT1B/1D agonist, approved in January last year to treat migraine, appears to have gotten off to a slow start commercially. In terms of profit/loss, Axsome states in its earnings press release : Net loss was $28.6 million, or $(0.56) per share, for the fourth quarter 2025 and $183.2 million, or $(3.68) per share, for the full year 2025, compared to a net loss of $74.9 million, or $(1.54) per share, for the fourth quarter 2024 and $287.2 million, or $(5.99) per share, for the full year 2024. Axsome remains loss-making, but less so than in 2024, albeit more than in 2023, 2022, or 2021. Cash and equivalents were reported as $322.9m as of the end of Q4, and a "face-value" debt position was reported of $190m....

Source: Bloomberg, 0:38

Walmart, Lyft, and Equitable announced new buybacks. See authorization sizes, what they mean for share count and EPS, plus where analysts see upside.

Justin Sullivan/Getty Images News Chevron ( CVX ) said Monday it signed a preliminary deal with Basra Oil Company to explore the potential sale of Iraq's West Qurna 2 project, the country's second-biggest oil field, moving closer to acquiring the field from sanctioned Russian oil firm Lukoil. The preliminary agreements allow the exchange of confidential data and establish an outline for a one-year period of exclusive negotiations between Chevron ( CVX ) and the Iraqi state-run firm over the project, Bloomberg reported. A framework agreement also was signed between Basra Oil, Chevron ( CVX ) and Lukoil to allow the temporary transfer of the contract to Basra, which will then assign it to Chevron "upon the completion of negotiations and agreement on the terms of the new contract," Iraq's cabinet said. Chevron ( CVX ) said the agreements would take effect only upon approval by Iraq's Council of Ministers and other approvals, including from the US Treasury Department’s Office of Foreign Assets Control . Lukoil owned a 75% equity stake in West Qurna 2, which currently produces ~480K bbl/day, accounting for ~10% of Iraq's output. More on Chevron Chevron: Buy And Hold Like Berkshire Hathaway Chevron: Why More Upside Looms In 2026 Chevron: Robust Fundamentals, Growth Drivers, And Valuation Justify Recent Bullish Breakout

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Image source: The Motley Fool. Monday, Feb. 23, 2026 at 11 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

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格隆汇2月24日｜欧洲央行行长拉加德将于十分钟后发表讲话。

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President Donald Trump opened up a new round of verbal attacks against the Supreme Court on Monday, just days after the high court struck down his sweeping tariff program. The situation was creating an uneasy environment for investors in U.S. assets.

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在股价暴跌导致市值缩水近一半后，数字支付公司贝宝（PayPal Holdings Inc．）吸引到潜在买家的收购意向。 据知情人士透露，在潜在买家主动表达意向的情况下，这家总部位于加州圣何塞的公司已与多家银行举行了会谈。至少有一家大型竞争对手正在考虑收购整个公司，而其他一些收购方则只对贝宝的某些资产感兴趣。 买家对贝宝的收购意向仍处于初步阶段，最终未必能达成交易。贝宝方面拒绝置评。 贝宝成立于1990年代末，曾是数字支付领域的先行者。但如今，随着客户越来越多地转向其他支付方式，该公司陷入了困境。 过去12个月中，贝宝股价在纽约市场已下跌约46%，该公司市值在384亿美元左右。 责任编辑：李桐

欧洲股市下跌，特朗普最新的关税行动为全球贸易前景带来新的不确定性。 诺和诺德 股价重挫，此前其新一代减重注射药物在一项试验中表现不及 礼来 的一款重磅竞品。 欧洲斯托克600指数收盘下跌0.5%。金融服务、媒体和旅游股跌幅居前，与贸易相关的汽车和工业板块承压。个人护理和公用事业板块表现强于大盘。 欧洲议会主要政治团体周一表示，将暂停推进批准美欧贸易协议的立法工作。此前，美国最高法院推翻了特朗普的全球关税措施，特朗普随即宣布征收新的全球关税，并誓言动用其他权力维持其标志性的关税政策。 最高法院裁决后，“目前看来可选措施似乎有限，力度也没那么大”，这对消费股等板块来说应属利好，KBC Securities全球股票主管Andrea Gabellone表示。尽管如此，他表示，“问题在于，其他市场参与者是否愿意承受接下来势将充满‘波动’的关税消息。” 投资者原本就在艰难应对有关估值偏高以及人工智能带来的颠覆性影响的担忧，关税相关消息再添复杂因素。同时，市场也在关注伊朗局势的发展。美伊双方将于周四进行新一轮会谈，寻求通过外交途径化解围绕德黑兰核计划的僵局。 本周市场面临的重大事件包括特朗普周二的国情咨文和英伟达周三公布的业绩报告。KBC的Gabellone还强调，随着Anthropic新模型的发布，软件股可能出现更大的波动。 责任编辑：李桐

Here's how the AI revolution could go poorly for Netflix.

Meta Platforms (NASDAQ:META) seems to be in quite a strange spot in this AI race. On the one hand, the company is spending a fortune (between $115 billion and $135 billion) on CapEx to advance its AI efforts, just like its Mag Seven peers are, but, at the same time, Meta’s current consumer-facing AI offering, ... Meta’s AI Might Catch Up Faster Than You Think

JHVEPhoto/iStock Editorial via Getty Images So far in 2026, an incredible shift is occurring in the tech sector. Momentum stocks that drove much of the software sector's gains since COVID have lost a dizzying amount of value. But at the same time, investors are beginning to re-rate many forgotten small- and mid-cap software companies that are beginning to show proof of AI innovation. RingCentral, Inc. ( RNG ), a contact center software company, is at the beginning of a massive re-rating rebound. The company just reported better-than-expected Q4 results as well as an above-consensus outlook for FY26. On top of this, the company just instituted its first-ever dividend, and while it's not significant at just a ~1% annual yield, it's a clear signal from the company that it expects its gusher of cash flow to continue. Shares of RingCentral shot up more than 30% after reporting Q4 results, shaking up years of choppy, flat trading. Data by YCharts I last wrote a "Buy" rating on RingCentral in January, when the stock was trading at $27 per share. Since then, RingCentral has been able to offer far more concrete proof that AI is a demand driver for its business. While we're not likely to see RingCentral become a true growth star again, it's clear that the company remains undervalued against its earnings power, which is proving to be a lot more durable than investors may have thought. I'm reiterating my "Buy" rating here. To me, these are the core reasons to be long on RingCentral: Vastly increased AI product attach rates. In 2025, 10% of RingCentral's ARR had at least one paid AI product attached as part of the bundle, more than doubling y/y. While nascent AI products are not yet a huge revenue driver for the company, they can help shake RingCentral's reputation as legacy software and help to maintain respectable mid-single-digit growth rates. AI products range from standard agentic AI customer service tools to analytical products that can glean insights from call recordings ...

在股市下挫引发避险需求之际，德国国债随其他欧洲政府国债上涨，不过涨幅落后于美国国债和英国国债。人工智能可能对全球经济多个领域构成的潜在风险仍是关注焦点。 Ifo研究所公布的德国企业信心调查对市场影响有限；该指数报90.5，略高于预估中值。 英国国债牛市趋平，推动10年期英债收益率跌至2024年12月以来最低水平。 英国央行利率决策者Alan Taylor表示，美国关税对全球贸易和英国通胀带来的冲击将持续多年 市场： 德国国债收益率跌2个基点，至2.72%。 德债期货涨22个点，至129.56。 意大利10年期国债收益率跌2个基点，至3.32%。 意大利-德国国债利差变化不大，报61个基点。 法国10年期国债收益率跌2个基点，至3.28%。 10年期英国国债收益率跌3个基点，至4.32%。 责任编辑：李桐

吹嘘了几个月与美国总统特朗普达成互惠贸易协议后，英国现在有可能成为他全球关税遭最高法院推翻冲击波的最大受害者。 与其它国家相比，英国凭借此前享有的10%较低对等关税掌握了竞争优势。但特朗普现在说要对所有国家重新开征15%的关税，也就是说英国企业可能面临税率的提高。Global Trade Alert显示，英国将因此遭受最大的关税上调，其次是意大利和新加坡。与此同时，巴西和印度则有望从中受益最大。 “眼下，我们并不清楚商定的10%关税是否会得到遵守，但直到而且除非美国明示，我们只能假设关税在15%，” 伦敦战略咨询公司Flint Global的贸易专家Sam Lowe说。 英国官员目前正焦急地试图说服美国政府给其更高税率的豁免。英国商会估计，关税若上调该国对美出口成本将增加高达30亿英镑（40亿美元）并影响4万家公司。 “我们正在最高层进行对话来确保我们认为符合国家利益的情况能够被美国对口官员清楚地听到，” 内阁大臣Bridget Phillipson周日对天空新闻说。她承认，事态发展确实给英国企业带来了“不确定性”。 “局势瞬息万变，” 英国首相斯塔默的发言人周一对媒体说，“我们预计这项裁决不会影响EPD项下的大部分贸易，包括我们已经达成共识的行业关税。” 不过，向美国出口苏格兰威士忌和玩具等其它产品的企业“现在将面临更高的关税，与欧盟之前的相当”，英国前首席贸易谈判代表Crawford Falconer说，“表面上看，澳大利亚和英国受到的负面影响最大：两国都希望搞清楚情况并争取降低税率。” 在最高法院裁决之前，澳大利亚也适用10%的税率。 责任编辑：李桐