Block周四宣布将裁减超过 4000 名员工，占其员工总数的近一半。在盘后交易中，该公司股价飙升超过 24%。 “今天，我们与团队共同做出了一个艰难的决定，”Block联合创始人兼CEO杰克·多尔西在致股东的信中写道。“我们将公司规模缩减近一半，从超过 10000 名员工减少至约 6000 人，这意味着超过 4000 名员工将被要求离职或接受调岗安排。” Block首席财务官阿米塔·阿胡贾表示，此次裁员将使公司“为下一阶段的长期发展做好准备。” 阿胡贾写道：“在我们业务不断加速发展之际，我们选择改变自身的运营方式。我们看到了一个机会，即通过组建规模较小但极具才华的团队，并利用人工智能来自动化更多工作，从而加快推进速度。” 多尔西表示，他预计其他公司也会像他所在的公司一样对员工队伍进行调整，因为它们从“智能工具”中获得了更高的效率提升。 多尔西表示：“在接下来的一年里，我相信大多数公司都会得出同样的结论，并做出类似的结构调整。我宁愿坦诚地、按照自己的方式去实现这一目标，也不愿被迫被动地去应对。” 在一篇 X 网站的帖子中，多尔西说他面临着这样的选择：要么在几个月或几年的时间里逐步裁员，要么“现在就采取行动”。 多尔西写道：“我选择了后者。一轮又一轮的裁员不仅会破坏员工的士气，还会扰乱工作重点，还会削弱客户和股东对我们领导能力的信任。” 根据该公司 2025 年 12 月 31 日的年度报告，其在全球范围内共有 10205 名员工。 责任编辑：于健 SF069

Image source: The Motley Fool. Thursday, Feb. 26, 2026 at 4:45 p.m. ET Progyny (NASDAQ:PGNY) ended fiscal 2025 with record revenue and adjusted EBITDA, with both measures surpassing guidance midpoints by meaningful margins. The company’s diversified client base and nearly complete client retention were highlighted as supporting operational stability, while platform investments and cost control drove improved gross margins. Management expects continued growth in fiscal 2026, supported by client expansion and service enhancements, yet has proactively acknowledged possible member activity variability and a smaller-than-expected covered lives count, attributed to administrative updates from clients, not workforce reductions. Guidance for fiscal 2026 also details a pronounced reduction in stock-based compensation, and new product launches, particularly Progyny Select, are structured to limit risk but are not expected to impact results until fiscal 2027. Continue reading

The AI stock fell in spite of a strong earnings report.

Key PointsAfter-hours gains from Nvidia reversed in trading on Thursday.

NVIDIA (NASDAQ:NVDA) Shares Down 5.5% - Here's What Happened MarketBeat

A number of stocks jumped in the afternoon session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.

Image source: The Motley Fool. Thursday, February 26, 2026 at 5 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

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Source: Bloomberg, 33:35

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The young woman, who accuses Meta and Google of making addictive social media platforms, has been speaking in court.

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Block, the company behind Square, Cash App and Afterpay, is cutting its staff by 40%. The reason: “intelligence tools,” according to a letter to shareholders by co-founder Jack Dorsey.

Japan’s sale of two-year government bonds on Friday will reveal the appetite for the policy-sensitive debt as investors deliberate over the latest signals from the Bank of Japan. Shorter-maturity bonds were sold while the yen strengthened Thursday after an interview with BOJ Governor Kazuo Ueda in the Yomiuri newspaper was seen as reiterating the central bank’s rate-hike path. That reversed moves seen on Wednesday after Prime Minister Sanae Takaichi nominated two new monetary policy board members who are seen as dovish. “There is likely to be a growing view that it will be difficult for the BOJ to accelerate its pace of rate hikes under the Takaichi administration,” said Lisa Mochizuki , an analyst at SMBC Nikko Securities, in a note. “Current yield levels should attract decent investor demand.” Traders have been trying to gauge Takaichi’s stance on rate hikes after her historic election victory earlier this month — particularly after the Mainichi newspaper reported that she voiced apprehension over further monetary tightening in a meeting with Ueda. The two-year rate is hovering around 1.235%, near its highest level since 1996 hit earlier this month. Shorter-dated bonds attract a wider range of investors, from regional banks to asset managers, and demand is underpinned by surplus cash and collateral needs for BOJ operations. The swap market shows about a 66% chance of a rate hike by April. The BOJ’s most hawkish board member Hajime Takata renewed his call for raising the benchmark interest rate on Thursday, describing the nation’s once-frozen inflation trend as heated to the core. “Current yield levels already reflect a reasonable degree of rate hikes and can be viewed as fairly attractive,” Okasan Securities strategists Yuuki Kimura and Naoya Hasegawa said in a note. “There will likely be demand from banks and foreign investors, and the auction should have a decent result.” Next week will provide more clues on sentiment with sales of 10- and 30-year government bon...

炒股就看 金麒麟分析师研报 ，权威，专业，及时，全面，助您挖掘潜力主题机会！ ■ 向炎涛 日前，英伟达发布最新财报显示，截至2026年1月25日的2026财年第四季度，公司营收为681亿美元，较上季度增长20%，较上财年同期增长73%，远超市场预期。其中，数据中心业务表现尤其亮眼。与此同时，英伟达预计其2027财年第一季度营收为780亿美元，同样大幅超出市场预期。 笔者认为，在市场对“AI泡沫”的讨论逐渐升温之际，这份业绩无疑是对市场担忧的有力回应，为全球人工智能产业注入新的动力。透过这份财报，我们可以看到，AI产业的底层需求仍在扩张，技术迭代与应用落地仍在加速。 从结构上看，英伟达业绩高增的核心支撑来自数据中心业务。这一板块持续高增长，说明全球云计算厂商、大型科技企业以及新兴AI企业仍在大规模采购算力基础设施。值得关注的是，春节前后国内外主要AI模型纷纷完成重大升级，而算力租赁价格出现上调迹象，从侧面印证了算力供给的紧张格局。这也意味着头部大模型企业有望推动算力硬件投资继续保持旺盛增长。 此前，市场上存在对“AI泡沫”的担忧，认为人工智能领域存在过度投资现象，下游企业尚未通过AI实现大规模盈利，因而担心资本过度涌入后会迅速退潮。笔者认为，这种担忧并非毫无根据，但也容易忽略技术周期的内在规律。任何新技术在早期阶段都会经历投资加速、预期升温的过程，判断其价值的关键，并非阶段性估值，而是真实需求是否存在。 当前阶段，大量企业投入的资金集中在算力建设、模型训练和生态搭建上，短期内部分企业盈利能力承压。但这并不意味着需求萎缩，更多反映的是产业仍处在基础设施加速建设阶段。而从当前全球企业数字化升级、智能化转型的趋势看，AI已从“可选项”逐步变为“必选项”。企业若不提前布局AI能力，未来或将在竞争中逐步丧失优势。 可以看到，AI产业的发展路径正在发生变化。过去两年，市场关注焦点主要集中在基础能力建设上，包括算力、算法和数据资源，而下一阶段的竞争重心将逐步转向应用能力。基础设施建设仍然重要，但应用创新将成为价值释放的关键环节。 中国AI产业正在经历从能力建设到应用落地的关键转折。一方面，国产算力芯片、服务器及相关软硬件生态逐步完善，算力供给能力持续提升；另一方面，大模型研发能力快速迭代，在语言理解、多模态处理等方面取得实质性突破。更重要的是，国内企业在将AI技术嵌入具体场景方面动...

RF-SMART, a leading warehouse management system (WMS) provider for NetSuite, announced it has reached 2,800 customers across 40+ countries, earning a spot on G2's 2026 Best Software Awards for Supply Chain and Logistics Products. Their Built-for-NetSuite warehouse management platform scales across operations of all sizes: from Shopify and Etsy sellers managing 20 SKUs with less than 100 orders per day, to highly regulated enterprise facilities managing 60,000+ SKUs and processing thousands of da

捲入愛潑斯坦案的世界經濟論壇總裁布倫德，在面對調查期間請辭。 曾任挪威外交大臣、自2017年起出任世界經濟論壇總裁的布倫德在周四發聲明稱，他在慎重考慮後決定辭職，並強調世界經濟論壇不受干擾，目前是展開重要工作的最佳時機。 世界經濟論壇在本月初對布倫德展開獨立調查，以查明他跟愛潑斯坦的關係。美國司法部最近披露文件，指布倫德曾跟愛潑斯坦以短訊及電郵溝通，彼此共晉三次商務晚餐。 布倫德早前提到2018年首次跟愛潑斯坦會面，對他犯罪行為並不知情，並且對當時未有徹底調查對方背景而感到後悔。

Maki Nakamura/DigitalVision via Getty Images As members know, we at the Income Lab are not advocates of market timing. History has shown time and again that even professionals are unable to consistently predict short-term market movements. For the majority of investors, a disciplined dollar-cost averaging ("DCA") strategy into a diversified portfolio, held over the long term, is the simplest yet most effective way to achieve one's retirement and financial goals. But while asset allocation matters, knowing your psychological and emotional limits can be just as, or arguably even more, important. As the legendary investor Benjamin Graham famously observed, " The investor's chief problem—and even his worst enemy—is likely to be himself." Benjamin Graham When markets are booming, it's easy to feel like a genius. But what happens when the market drops 50%? Warren Buffett once remarked that if you can't handle that kind of drawdown, you shouldn't be in stocks. In good times, investors invariably overestimate their risk tolerance. But when volatility strikes, the immense emotional pressure can cause investors to make suboptimal investing decisions under duress. This is why it is especially important to examine one's investment plans and capacity for risk when markets are calm, rather than when they are in turmoil. Investors who want to capture expected returns over the long term need to mentally and financially prepare for bad times and hold assets they're not going to panic sell even when things are not working out as expected. Importance of Avoiding FOMO One of the most important lessons in investing is to avoid the "fear of missing out", or FOMO for short. As the legendary J.P. Morgan (allegedly) once said, " Nothing so undermines your financial judgment as the sight of your neighbor getting rich ." A related quote from Charlie Munger is, " The world is not driven by greed; it's driven by envy ". As an investor, it's important to ask yourself honestly: can I resist the i...

美國及伊朗第三輪間接核問題談判結束，有份斡旋的阿曼指出美伊雙方會談取得重大進展，下周在維也納討論技術層面。伊朗重申無意發展核武；據報美方稱一旦達成協議，必須無限期生效，不再有「日落條款」。 美國與伊朗代表周四在瑞士日內瓦出席第三輪間接核談判，期間一度休會數小時。有份斡旋的阿曼外交大臣巴德爾會後在網上帖文，指美伊雙方取得重大進展，先等兩國代表各自向政府匯報，再在下周到奧地利首都維也納，磋商技術層面問題。 伊朗外長阿拉格齊在會後指，今次是最認真、持續最久的會談，單是上午談判約四小時、下午再談兩小時。他稱整體來說有良好進展，彼此審視核設施及制裁事宜。阿拉格齊強調，即使跟美國仍存有一些分歧，然而在某些問題上雙方非常接近達成共識。他又透露下周一起，國際原子能機構與維也納的技術團隊先討論將一些技術問題，納入具體框架，再根據伊美兩國的需求及政權考量作調整，預計可能一星期內再談判。 早前有美國傳媒指，有份與會的中東特使威特科夫指，美國總統特朗普要求，一旦跟伊朗達成核協議，不會再有「日落條款」，意味協議無限期有效，不會屆滿期限而失去法律效力。 半島電視台引述伊朗政府官員稱，德黑蘭政府會繼續提煉濃縮鈾，但會限制在所需範圍內亦不會儲存濃縮鈾，當局亦不會永久銷毀核設施。 美國新聞網站Politico引述知情人士報道，美伊一旦談判破裂，特朗普的高級顧問傾向美軍暫時按兵不動，先由以色列向伊朗發動攻勢，若果伊朗報復攻擊中東區內美軍設施，屆時美方就有更多理由對伊朗採取軍事行動，此舉在政治方面對特朗普有利。白宮就稱，傳媒試圖猜測特朗普有何部署，目前言之尚早。

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Stephen Yalof, President and CEO of Tanger, discusses what differentiates the online experience from in-store retail, saying customer service is the key advantage. He tells Romaine Bostick and Bailey Lipschultz on “The Close” that brands want to be where their customers are. (Source: Bloomberg)

Major earnings expected before the bell on Friday include: Arbor Realty Trust ( ARR ) Energy Fuels ( UUUU ) The AES Corporation ( AES ) Frontline plc ( FRO ) Globalstar ( GSAT ) Other earnings slated for release before Friday's open include: AMR , AMRX , ANIP , AUGO , BASFY , CRI , DCBO , DK , DKL , EC , EXK , FLGT , GLP , GOGO , ICAGY , INTT , NWN , PSO , SHO , TAC , TCPC , YPF For Seeking Alpha's full earnings season calendar, click here .

Walmart Isn't the Biggest Company in the U.S. Anymore, but Here's the Surprising Catalyst That's Driving Growth The Globe and Mail

日本多間媒體近日披露，首相高市早苗在本月國會眾議院選舉後，以「祝賀當選」為名，向300多名自民黨籍議員發放總值逾千萬日圓的禮品，涉嫌違反《政治資金規正法》。事件觸發巨大爭議，在野黨直斥「難以抑制的憤怒」，輿論認為這將影響新財年預算案審議及高市的執政前景。 「送禮」細節曝光：315人收目錄式禮品冊 總花費1071萬日圓 據《朝日新聞》等日媒報道，高市早苗發放的禮品外包裝印有「祝賀」字樣並署名「高市早苗」，形式為目錄式禮品冊，收禮者可自行選擇商品，單份含稅價格約3.4萬日圓（折合約1,700港元）。高市向總共315名自民黨籍議員發放禮品，按以上價格推算，總花費達1,071萬日圓（折合約53.6萬港元）。 日媒指出，此舉涉嫌違反《政治資金規正法》中有關禁止個人向政治人物進行捐贈的規定。 高市辯解：屬「慰勞」 用支部資金 輿論批「公款私用」 高市24日晚在社交媒體承認此事，25日在參議院代表質詢中辯解稱，此舉旨在對成功當選的議員表達「慰勞之情」。她解釋，禮品是由她所領導的自民黨奈良縣第二選區支部向議員贈送，用的是該支部的政治資金，因此不存在法律問題。 然而辯解未能平息質疑。日本在野黨和輿論批評高市「公款私用」、「脫離民眾」和「傲慢」。立憲民主黨黨首水岡俊一直斥：「不能容許自民黨支部被當作『首相的錢包』來使用，對此感到難以抑制的憤怒。」 日本大學名譽教授岩井奉信指出，禮品包裝上標註高市的名字，意味着用自民黨支部的錢來強化個人的政治影響力。中央大學教授中北浩爾認為，此事所涉資金已屬巨額，涉嫌將黨派機構資源挪為私用。 在野黨「中道改革聯合」代表小川淳也批評，在國民生活壓力巨大的背景下，向黨內議員發放總額1,000萬日圓的禮品，反映了「陳舊的自民黨的本性」。國民民主黨國會對策委員長古川元久表示，此舉加劇民眾對政治的不信任，高市因選舉勝利而變得更加傲慢。 《朝日新聞》採訪多名自民黨前高層在內的議員，有人批評高市在選舉後「產生了一種無所不能、做什麼都能被原諒的錯覺」，有人指出高市對金錢的感覺與普通國民出現了明顯差距。 「政治與金錢」問題纏身 曾涉「黑金」、統一教會爭議 「政治與金錢」問題一直是日本政壇爭議焦點，這並非高市首次陷入政治資金爭議。過往曾被曝出涉嫌於2012年鑽個人政治捐款「返還」制度空子，將支部政治資金轉到自己名下，以及為掩蓋政治資金收支報告書上2021年一筆漏登款項而替換...

今日无新股上市，无新股申购。 宏观新闻 1、商务部2月26日举行例行发布会。商务部新闻发言人何咏前在回应近期将举行的第六轮中美经贸磋商相关提问时表示，中美双方通过中美经贸磋商机制，在各层级持续保持沟通。 2、外交部发言人毛宁昨日主持例行记者会。有记者提问，如果美国攻击伊朗，中国是否会与俄罗斯一道支持伊朗，以抵御美国的任何侵略行为？毛宁表示，中方一贯主张通过政治外交途径解决问题，反对在国际关系中使用或威胁使用武力。毛宁还指出，中方支持伊朗政府和人民维护国家稳定和正当权益。 3、中国人民银行发布关于银行业金融机构人民币跨境同业融资业务有关事宜的通知。通知提出，支持境内银行顺应市场需求，按照依法合规、风险可控的原则开展人民币跨境同业融资业务。 4、伊朗外长阿拉格齐当地时间2月26日在伊美第三轮间接谈判结束后表示，这是最严肃、持续时间最长的一次谈判。谈判取得了良好进展，在某些领域，双方已接近达成共识。 行业新闻 1、市场监管总局发布《网络餐饮服务经营者落实食品安全主体责任监督管理规定》，规定要求外卖平台应当对外卖商家进行实名登记，并通过实地核查等方式，对外卖商家的食品经营许可证等经营资质证书进行实质性审查。规定还明确，专门从事外卖服务、不提供堂食的外卖商家必须在其主页面显著位置设置“无堂食”标识。 2、全球最大的AI模型API聚合平台OpenRouter数据显示，9日-15日这周，中国模型以4.12万亿Token的调用量，首次超过同期美国模型的2.94万亿Token。16日-22日这周，中国模型的周调用量进一步冲高至5.16万亿Token。平台调用量排名前五的模型中，有四款来自中国厂商，分别为MiniMax的M2.5、月之暗面的Kimi K2.5、智谱的GLM-5以及DeepSeek的V3.2。 3、津巴布韦矿业部日前宣布暂停所有原矿及锂精矿出口（含在途货物）。财联社记者从中矿资源与雅化集团获悉，津巴布韦锂矿出口禁令系阶段性措施，预计最快1至4周内有望恢复，目前公司原料库存充足，对生产经营影响有限。 4、NAND价格高涨，市场供货持续紧缺，NAND闪存芯片控制大厂群联日前发函通知客户将更新付款条件。该公司表示，NAND近来价格持续增长，对资金需求影响也明显提高，为能取得更多稳定的货源，近期将依照个别客户不同，与客户讨论预付款的条件。 5、湖南省人民政府办公厅近日印发《湖南省...

《报告》显示，新就业形态招聘需求下沉、准入门槛分化、薪酬向中高水平集中，兜底劳动者过渡、转型 2026年2月24日，山东淄博，就业服务季招聘会现场。图：视觉中国 【财新网】 中国新就业形态的供需规模继续扩大。暨南大学经济与社会研究院和智联招聘近日联合发布的一项报告显示，2025年，新就业形态的招聘职位数与求职人数呈“双增”态势：职位数同比增长15.1%，求职者同比增长11.0%。 这项报告题为《2025中国新就业形态报告》（下称《报告》）。此处所指的新就业形态，核心特征是依托于互联网平台，高效匹配劳动力供给和需求。 与去年发布的《2024中国新型灵活就业报告》相比，前述结论延续总体趋势。（参见财新网报道《 稳就业｜新型灵活就业供需规模扩大，超四成求职者学历为本科及以上 》）除此之外，还有哪些新亮点？

Anteris Reports 2025 Financial Results and Provides Corporate Update

Moomoo Securities Japan Co., a digital brokerage, plans to expand its business in single-stock options for Japanese equities to capitalize on growing demand from the country’s retail investors. “Investor interest in options is actually much stronger than we had expected,” said Francisco Izawa, the head of Moomoo, a subsidiary of Futu Holdings Ltd. , which is backed by Tencent Holdings Ltd. The brokerage hosted an options trading event in Tokyo this month, attracting 3,000 registrations for 500 spots. The swelling interest reflects a shift in the options market, spurred by Osaka Exchange Inc.’s efforts to boost trading of derivatives. The market had suffered from a lack of liquidity for years, prompting traders to rely on over-the-counter instruments. That began to change when market-maker giant Optiver Holding joined the single-stock option market in 2024. Transactions are rising with the trading volume reaching a record 3.4 million contracts in 2025. Moomoo posted a surge in the turnover of single-stock options and the number of participants on the platform last year. Elsewhere in the derivative market, Japan’s 20-year government bond mini futures contract has also seen growing interest. Liquidity in the derivatives market provides investors with hedging opportunities and more sophisticated trading strategies. The trend is likely to continue as the exchange seeks to expand its market-making program to around 50 stocks from the current 32. A wider lineup is necessary to capture retail investors’ demand for single-stock options on popular companies, said Izawa, noting their interest changes rapidly. Izawa, who served as an index volatility trader between 1994 and 2001 at Societe Generale SA in Tokyo, says Moomoo will introduce a comprehensive trading service for complicated option strategies. That will make it easier to execute strategies including straddles and condors, common trades that use several contracts to bet on volatility. “Japanese investors are very dilig...

Nebius Group N.V. (NASDAQ: NBIS) just posted 479% revenue growth and made a strategic $275M acquisition to expand into agentic AI infrastructure. If AI agents become core to enterprise workflows, Nebius could evolve from a GPU provider into critical AI infrastructure, unlocking massive long-term upside for investors willing to tolerate volatility. Stock prices used were the market prices of Feb. 20, 2026. The video was published on Feb. 25, 2026. Continue reading