Jim Cramer Discusses Meta (META) & Mid Term Elections Yahoo Finance UK

We recently published 12 Stocks on Jim Cramer’s Radar. Meta Platforms, Inc. (NASDAQ:META) is one of the stocks on Jim Cramer’s radar. Social media giant Meta Platforms, Inc. (NASDAQ:META)’s shares are down by 1.8% over the past year and flat year to date. Citizens Financial discussed the firm on February 10th as it kept a Market […]

美国10年期国债收益率跌至4.01%，创11月28日以来新低。

We recently published 12 Stocks on Jim Cramer’s Radar. Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the stocks on Jim Cramer’s radar. Chip designer Advanced Micro Devices Inc. (NASDAQ:AMD)’s shares are up by 105% over the past year and down by 4% year-to-date. February has been a tough month for the stock as it […]

Jim Cramer Says Advanced Micro Devices (AMD)’s Turnaround Is One of The Greatest In History Yahoo Finance

标普500指数跌幅扩大至超过1.1%，科技板块跌超2.5%，电信板块跌1.6%，原材料板块跌1.1%。 道指跌超0.3%，纳指跌超1.8%，半导体指数跌超4.6%。 北美科技软件股指数ETF涨幅收窄至不到1.4%。

Michael Burry of "The Big Short" fame is doubling down on his bearish thesis on Nvidia , raising red flags on a line item in the chipmaker's latest earnings report that echoes a pattern seen at the height of the dot-com bubble in the late 1990s. Burry, in a Thursday Substack newsletter, pointed to a surge in Nvidia purchase obligations, which climbed to $95.2 billion from $16.1 billion a year earlier. Total supply obligations, including inventory and purchase agreements, now stand at roughly $117 billion, nearly matching Nvidia's annual operating cash flow. On the company's fiscal fourth quarter earnings call Wednesday, Chief Financial Officer Colette Kress said inventory rose 8% quarter over quarter and that Nvidia had "strategically secured inventory and capacity to meet beyond the next several quarters, further out in time than usual." For Burry, Nvidia's comments suggest that the largest public company in the United States is committing to buy large amounts of supply before it knows exactly the strength of future demand. That means more cash is tied up in inventory for longer periods. 'Not temporary' "What is happening now is not temporary. It is no export shock. It is not even external. This is coming from within the business plan," he wrote. "This new reality reflects a deliberate decision to lock up supply chain capacity further than Nvidia has ever done before." The noted investor compares the current situation to that of Cisco Systems during the height of the dot-com boom in the late 1990s and the early 2000s. In 2000 and 2001, Cisco secured large supply commitments to support expectations of rapid growth. When corporate technology spending suddenly tumbled, Cisco was left with excess inventory and contractual obligations it couldn't use. The company ultimately had to write down billions of dollars, and its stock plunged. "This is not business as usual. This is risk," Burry said of Nvidia. "Back in 2000-2001, Cisco extended purchase commitments with its sup...

Source: Bloomberg, 3:11

华尔街最受关注、最能影响市场走势的研究评级现已汇总于此。以下是由《The Fly》整理的、投资者需了解的今日机构评级变动。 重点上调评级 Arete 将 Spotify（SPOT） 评级从 中性上调至买入 ，目标价 586 美元。该机构认为公司付费会员业务毛利率持续改善，且 Spotify 面临的 AI 颠覆风险极小。 TD Cowen 在投资者日之后，将 纳斯达克 （NDAQ） 评级从 持有上调至买入 ，目标价从 105 美元上调至 106 美元。理由是近期股价回调，且对纳斯达克平台（尤其金融科技板块）的可持续性更有信心。 富国银行 将 爱尔康（ALC） 评级从 持平上调至超配 ，目标价从 88 美元上调至 97 美元。认为其 2026 年业绩指引存在上行空间，新产品周期正开始推动增长。 H.C． Wainwright 将 Joby Aviation（JOBY） 评级从 中性上调至买入 ，目标价 18 美元。理由是公司适航认证持续推进，已进入最终完成阶段。 信托银行将 美国 合众银行 （USB） 评级从 持有上调至买入 ，目标价从 61 美元上调至 66 美元。该行称，随着公司转型完成、净息边际改善、资产负债表与资本灵活性提升，且未来几年有望实现持续正向经营杠杆，该股风险收益比具备吸引力。 重点下调评级 德意志银行在 不及预期 的四季度财报与 疲软 的 2026 年展望后，将 第一太阳能（FSLR） 评级从 买入下调至持有 ，目标价从 300 美元下调至 245 美元。指出市场环境严峻、关税影响印度对美出货量，以及产线本土化带来的整体组合调整。 Loop Capital 将 The Trade Desk（TTD） 评级从 买入下调至持有 ，目标价从 75 美元下调至 25 美元。尽管四季度业绩超预期，但 2026 年指引低于预期。 美国银行 将 Oddity（ODD） 评级 从买入直接下调至跑输大盘 ，目标价从 58 美元骤降至 10 美元。该公司四季度披露新用户获取面临重大挑战，1 月底发现问题后，一季度营收指引同比下滑 30%，且放弃发布全年业绩指引。机构预计其 2026 年收入下滑 21.5%，至少 2027 年前复苏可能性较低。巴克莱同样将其下调至低配， 摩根大通 下调至中性。 摩根大通将 美盛（MOS） 评级从 中性下调至低配 ，目标价维持 24 美元。...

Antonio Bordunovi/iStock Editorial via Getty Images Nvidia ( NVDA ) blew past Wall Street’s expectations with a 73% revenue surge to $68.1B, powered by a massive $62.1B from its data center business and booming AI demand. CEO Jensen Huang declared that “the agentic AI inflection point has arrived,” as the company guided far above consensus with a $78B revenue outlook for next quarter. Given the company’s dominant position in global equity markets, the report has a significant influence on fund performance across a broad swath of the ETF universe. Below is a list of the top 10 ETFs with exposure to Nvidia ( NVDA ), arranged by their YTD performance. These funds primarily focus on the semiconductor and technology sectors, offering investors various ways to gain exposure to Nvidia following the company’s strong fiscal fourth-quarter results. The list is led by the VanEck Semiconductor ETF ( SMH ) and the Strive US Semiconductor ETF ( SHOC ), both of which have benefited from strong semiconductor sector performance. Several top funds on the list, including the ProShares Ultra Semiconductors ETF ( USD ) with a “Strong Buy” quant rating and the GraniteShares 2x Long NVDA Daily ETF ( NVDL ) with a “Buy” rating, offer leveraged exposure to the sector. Other notable performers include the VanEck Fabless Semiconductor ETF ( SMHX ) and the iShares Global Tech ETF ( IXN ), both of which carry “Buy” quant ratings. Here is the list: VanEck Semiconductor ETF ( SMH ), YTD perf: 18.34% Strive US Semiconductor ETF ( SHOC ), YTD perf: 16.50% ProShares Ultra Semiconductors ETF ( USD ), YTD perf: 15.83% GraniteShares 2x Long NVDA Daily ETF ( NVDL ), YTD perf: 6.87% VanEck Fabless Semiconductor ETF ( SMHX ), YTD perf: 6.49% iShares Global Tech ETF ( IXN ), YTD perf: 5.05% iShares ESG Advanced MSCI USA ETF ( USXF ), YTD perf: 3.20% AXS Esoterica NextG Economy ETF ( WUGI ), YTD perf: -0.13% Fidelity MSCI Information Technology Index ETF ( FTEC ), YTD perf: -0.25% Global X PureCap MSCI Info...

uniQure ( QURE ) shares fell ~28% on Thursday after FDA Commissioner Marty Makary, in a potential reference to Danish biotech’s gene therapy AMT-130, suggested his agency will not approve drugs that are associated with patient morbidity. His comments come at a time when uniQure ( QURE ) is seeking FDA accelerated approval for AMT-130, which is designed to treat a rare genetically driven neurodegenerative disorder called Huntington’s disease. During an interview with CNBC on rare-disease drug approvals on Thursday, Makary said, "I think there has been a bit of an effort to find a boogeyman to account for certain products that were not approved.” “For example, there was a product where the researchers drilled a burr hole, literally a hole in people's skulls, to interact inject intrathecally into the ventricle" as part of a randomized controlled trial. AMT-130 is administered directly into patients’ brain tissue through a neurosurgical procedure. “At the end of the randomization period, it's found no benefit, and yet, this is one of the drugs that we were pressured to approve,” Makary added. “I have a lot of sympathy for those patients. There's nothing out there to offer them, but we're not going to go ahead and approve something like that that has morbidity associated with it,” he said. More on uniQure uniQure: Now What? uniQure: Why Waiting For Clarity Beats Chasing The Next Step Jump uniQure gains as FDA sets up meeting on gene therapy uniQure stock falls after FDA's notes on pre application of AMT-130 Seeking Alpha’s Quant Rating on uniQure

Will Meta’s Customization of AMD GPUs Empower Personal Agents? The Futurum Group

Advanced Micro Devices and Broadcom Stocks Drop After Nvidia Earnings. Here’s Why. Barron's

One Battle After Another By Michael Every of Rabobank One Battle After Another US and Iranian negotiators meet in Geneva today to hear Tehran’s final offer but reports of what they have to say suggests we should prepare for the worst even if Iran sees a “good outlook” for today’s talks. The Kan news agency claims it will only agree to lower uranium enrichment from 60% to 3.67% for seven years, won’t hand over previously enriched material, dismantle the ballistic missile program President Trump just stated can already hit Europe and will soon be able to reach the US, and won’t stop its support for regional terror proxies. US negotiator Witkoff, seen by critics as a soft touch, says a nuclear deal should last indefinitely while the above is a rehash of the JCPOA Trump spent years deriding (and whose backers often fail to note coincided with Iran processing uranium far beyond the agreed limits in secret underground bunkers). Indeed, VP Vance claimed there’s evidence Iran is trying to rebuild its nuclear program, which provides a US casus belli. It’s already imposed new sanctions on it. In terms of the framing, Politico claims White House officials believe “the politics are a lot better” if Israel strikes Iran first, which would allow the admin to sell a defensive action in support of an ally. That’s unlikely to be an obstacle to action as soon as Indian PM Modi, who yesterday addressed the Knesset to stand firmly behind Israel “at this moment and beyond”, is wheels up to home later today . Also note the US Navy fleet in Bahrain has taken to sea to avoid a potential Pearl Harbor scenario, and another 12 F-22s are about to leave the UK heading east, joining 11 already there . Pay additional attention to Iran’s threat to escalate if attacked, breaking precedent not to do so regionally beyond Israel and/or token efforts: this is not the same playbook as the past. This week also saw reported concerns an attack could involve US casualties and deplete munition stockpiles need...

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The three chip-making stocks tend to move in lockstep after Nvidia’s earnings reports in recent years.

Can Snapdragon 8 Elite Gen 5 for Galaxy Launch Boost QCOM Shares? Zacks Investment Research

HJBC/iStock Editorial via Getty Images Since Siemens ( SEIGY ) was last covered (HOLD rating) the stock has performed well, gaining over 70%, supported by solid underlying financial performance and growth driven by AI, data centers, and energy demand. Their current valuation, however, suggests prospects are mostly baked in. Business context Siemens is organized into four main business segments: Digital Industries: This segment offers product and system solutions for factory automation, including factory automation software such as TIA (Totally Integration Automation), motors, drives, inverters, sensors, product lifecycle management software (PLM) such as Teamcenter, electronic design automation software (EDA), as well as digital marketplaces for electronics such as Supplyframe and Pixeom. Industries served include consumer packaged goods, semiconductors, automotive, and pharmaceuticals, and their customers include Micron , Intel, and Rapidus, to name a few. Siemens competitors in this space include Rockwell Automation ( ROK ), ABB ( ABBNY ), and Schneider Electric (factory automation software) ( SBGSF ) ( SBGSY ), Dassault (PLM) ( DASTY ), Cadence Design Systems ( CDNS ) and Altium ( ALMFF ) to name just a few, and Siemens is consistently among the top players in several of these segments including PLM , EDA , and factory automation . As of Q1 2026, Digital Industries is their second-biggest segment accounting for roughly a fifth or so of revenues. The segment generates revenues through two major streams, namely, software (which accounts for roughly a third of Digital Industries’ revenues) and automation, which accounts for the remainder. Margins typically hover in the high teens. Smart Infrastructure: This segment offers products and system solutions to support the shift in energy generation from fossils to renewables. Products and solutions include EV charging infrastructure; heating, ventilation, and air conditioning controls, distribution systems, and switchgear...

2026年开年以来，人民币汇率持续走高，特别是春节以后，人民币对美元汇率已经连续三天上涨，其中在岸与离岸人民币累计涨幅已经接近1%，而人民币中间价也累计升值0.24%。今天，人民币即期汇率开盘双双升破6.86关口，随后进一步突破6.83关口，其中在岸人民币日内一度涨超300点，离岸人民币也一度涨超250点，都创下2023年4月以来新高。另一边，今天A股四大指数高开后震荡回落，午后指数跌幅持续收窄，沪指、深证成指一度翻红。此外，今天的中企出海观察特别板块《问海》，邀请赛炜CEO李冰博士，以出海中企的视角一同来分享出海之路上有哪些“实战新得”。

小米集團(01810.HK)回購283.22萬股 涉資約1億元 AASTOCKS.com

WTI原油期货跌幅收窄，重返65美元上方。 据伊朗国家电视台：“与美国的部分磋商是直接进行的，伊朗不会允许铀浓缩离开本国”。

Google is planning to test changes to how it displays search results for certain topics, nearly a year after it was charged with violating antitrust rules in the European Union, Reuters reports. The shift will show top-ranked rival services for hotels, flights, restaurants, and transportation higher up in results, rather than prioritizing Google's own services like Google Flights. It will be rolling out soon "across Europe," starting with results for lodgings, with "flights and other services" following later. This update could address one of the core issues the European Commission highlighted when it ruled last year that Google was in vio … Read the full story at The Verge.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.35%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.29%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.75%. March E-mini S&P futures (ESH26 ) are down -0.40%, and March E-mini Nasdaq futures...

Shift4 Payments ( FOUR ) stock hit a 52-week low of $46.26 after the payment processor delivered 2026 profit guidance below the Wall Street consensus and detailed the impact of the Global Blue acquisition . Shares were 17.41% down to $47.38 after the opening bell on Thursday. The Center Valley-based company delivered mixed Q4 results , with revenue falling short of Street estimates. Non-GAAP EPS of $1.60 was in line with the consensus, while revenue of $1.19B (+34.2% Y/Y) missed by $10M. For 2026, the company introduced a non-GAAP EPS outlook of $5.50-$5.70, down from the Wall Street consensus of $6.45. The company estimated Q1 gross revenue less network fee to be ~$548M, representing a growth of 49% year-over-year. Adjusted EBITDA is expected to rise by about 38% to $233M. For the full year 2026, Shift4 Payments expects gross revenue less network fees to be in the range of $2.50B-$2.60B. Adjusted EBITDA is projected to be between $1.165B and $1.215B. On the Global Blue acquisition, CEO Taylor Lauber said the transaction is expected to be gross margin accretive in the near-term, but slightly dilutive to adjusted EBITDA margins and working capital. "As revenue synergies are realized, I anticipate Global Blue's adjusted EBITDA margins will begin to trend towards that of Shift4, which in turn will benefit our adjusted FCF conversion levels," added Lauber. More on Shift4 Payments FOUR Stock: 26% Revenue Growth Vs. F-Grade Momentum | 2-Minute Analysis Shift4 Payments: Leading Position Across Hospitality, Restaurant, And Stadium End Markets Shift4's Bearish Trade Is Crowded Despite Strong Growth Story Shift4 Payments Q4 2025 Earnings Preview Most and least shorted financial stocks with market caps above $2B as of mid-february

Primo Brands Corporation ( PRMB ) soared in Thursday morning trading after topping estimates with its fourth-quarter earnings report. Sales increased 11.2% during Q4 to $1.6B, primarily driven by the inclusion of sales attributable to Primo Water for the entire 2025 period due to the merger transaction, partially offset by a decrease in sales attributable to the sale of the production facility in Ontario, Canada, in Q1 of 2025. Notably, adjusted EBITDA shot up 31% during the quarter to $334M, and adjusted net income more than doubled to $94.1M. Non-GAAP EPS of $0.26 was ahead of the consensus estimate of $0.20 and last year's mark of $0.13. CEO Eric Foss said the Q4 performance showed early signs that the company's initiatives are resulting in an improved trajectory. He noted that the improvement speaks to the strength and resilience of its business model. "We will continue to strategically reinvest in the business to take advantage of strong category momentum and our well-positioned brand portfolio to better service and execute, setting the company up to drive sustained growth, margin expansion, free cash flow generation, and long-term value for shareholders," he added. In terms of guidance, Primo Brands ( PRMB ) sees 0% to 1% organic net sales growth in FY26 and adjusted EBITDA of $1.485B to $1.515B. TD Cowen analyst Derek Lessard said the Primoe Brands' ( PRMB ) Q4 beat and 2026 guidance suggest that the worst is behind the company. "This should help assuage some of those concerns. Shares are up 35% from their low following Q3 results (+20% YTD), but we still expect the stock to react positively today," he added. Shares of Primo Brands ( PRMB ) were up 14.4% to $22.43 at 10:10 a.m. vs. the 52-week range of $14.36 to $35.85. More on Primo Brands Primo Brands: Time To Revisit After Post-Merger Narrative Reset Primo Brands Corporation (PRMB) Fireside Chat Discusses Leadership Transition and Financial Reporting Approach Transcript Primo Water Non-GAAP EPS of $0.26 be...

Bank of America resets Meta stock forecast on deal with AMD thestreet.com

The Architect of Intelligence: A Deep-Dive into NVIDIA’s (NVDA) $68B Fiscal 2026 Q4 Breakthrough FinancialContent

Boy Wirat/iStock via Getty Images Back in November, I stated that Tempus AI, Inc. ( TEM ) is a good bet for the future of healthcare. In that analysis, I found good growth in their data set and their testing volumes. Furthermore, their financials looked robust as gross margin expanded and losses narrowed. With the valuation also having contracted, the risk/reward seemed attractive. As you can see in the chart below, the stock hasn't performed at all how I envisioned. In addition, after their most recent earnings just yesterday (Feb 24th), the stock is reacting negatively. Therefore, I believe providing an update now is appropriate. Seeking Alpha In the below analysis, it is shown that Tempus AI has maintained good momentum overall in their Q4. Testing stats are very respectable and their financial results are also improving in key areas. While guidance for 2026 is probably softer than what investors wanted, the long term growth story is alive and well in my view. Therefore, the steep valuation contraction and the post-earnings selloff is likely a buying opportunity and so I'm reiterating my bullish stance on Tempus AI stock. Scaling Quickly Tempus AI Q4 Presentation Firstly, investors should recognize that Tempus AI is just a ten year old company. They were founded in 2015 and so they have made impressive progress over the past decade. As you can see in the chart above , they have scaled quickly and their presence is definitely significant across the United States. Tempus AI states that their platform is now connected to over 5000 providers in the country and so they have made a meaningful impact. For patients, this means better outcomes over time and for investors of Tempus AI, this shows that execution seems to have been strong over the past 10 years. A good track record is of course an encouraging sign. Testing Stats Tempus AI Q4 Presentation As always, let's take a look at their testing stats to see how their data acquisition is progressing. For oncology testing...

Welcome to Bloomberg’s Banking Monitor . Every Thursday we’ll deliver you the top news of the global banking industry with emerging trends, winners and losers and market opportunities. Sign up now if you’re not already on the list. It doesn’t matter that you can swim better than everyone else if you’re all standing on the deck of the Titanic. This analogy might seem unduly alarmist except that some of the world’s premier financiers are making statements about loan leverage and private credit that evoke the Great Financial Crisis — an era when even the healthiest lenders were dragooned into bailout schemes designed to rescue their less prudent rivals. Jamie Dimon at JPMorgan Chase says there are current parallels to the years leading to the 2008 convulsion. “I see a couple of people doing some dumb things ,” he said, recalling that Wall Street missed the signals the last time around because everyone was making a lot of money, and now once again, “the rising tide is lifting all boats.” Why doesn’t everyone see the risk the same way? Perhaps because Dimon is part of a dwindling cohort of senior bankers who actually experienced the GFC and its frothy runup in the preceding years. It’s been two decades— which means there are veteran, highly accomplished mid-career bankers running major operations now who have no first-hand idea what Dimon is talking about. He has reason to be concerned, by one reckoning, with credit spreads around historic lows . At UBS Group, strategists say private credit could see default rates surge as high as 15%. Bain & Co. said private equity’s profit drought is near the worst since 2008 ; Boaz Weinstein is stirring concerns by highlighting Blue Owl’s woes, and he sees “the wheels coming off” from private credit markets. There’s plenty of pushback from private market practitioners, including Brookfield’s Bruce Flatt, who says loans to software companies aren’t a systemic issue despite the threat from artificial intelligence. Bank of America is com...

格隆汇2月26日｜据伊朗Press TV：伊朗不会允许浓缩铀运出本国。