格隆汇2月28日｜恒指期货夜盘收跌0.54%，报26465点，低水166点。

日本沖繩縣宮古島外海發生5.6級地震，暫時沒有傷亡或損毀報告。 根據日本氣象廳資料，地震發生於當地昨晚11時48分，震央位於宮古島西北部對開大約60公里水域，震源深度10公里，屬於淺層地震，在宮古島市、石垣市等都有震感。

美國傳媒集團派拉蒙，提高收購同業華納兄弟探索的報價後，串流影視平台Netflix宣布，退出收購戰。華納兄弟探索和派拉蒙隨後簽署協議。 美國傳媒集團派拉蒙，日前將收購同業華納兄弟探索的報價，從每股30美元提高到31美元，總作價大約為1,110億美元。華納兄弟董事會星期四通知Netflix，指派拉蒙的報價對公司而言是更有優勢的方案。 Netflix之後發聲明表示，如果將報價從每股27.75美元，提高到等同派拉蒙的最新報價，這項交易在財務上已不具吸引力，宣布放棄收購。 華納兄弟股東將於下個月投票決定，是否接納派拉蒙收購方案。有關交易仍然需要美國和歐洲反壟斷監管機構批准。美國參議院司法委員會將於下月4日舉行聽證會，審議這宗交易。 加州檢察長邦塔表示，這宗交易並非已成定局。他早前說，加州檢察署將會審視任何涉及華納兄弟的交易，因為娛樂業對加州經濟是關鍵環節。派拉蒙承諾，若監管機構反對這宗交易，將會向華納兄弟支付70億美元解約費。

美國傳媒集團派拉蒙，提高收購同業華納兄弟探索的報價後，串流影視平台Netflix宣布，退出收購戰。華納兄弟探索和派拉蒙隨後簽署協議。 美國傳媒集團派拉蒙，日前將收購同業華納兄弟探索的報價，從每股30美元提高到31美元，總作價大約為1,110億美元。華納兄弟董事會星期四通知Netflix，指派拉蒙的報價對公司而言是更有優勢的方案。 Netflix之後發聲明表示，如果將報價從每股27.75美元，提高到等同派拉蒙的最新報價，這項交易在財務上已不具吸引力，宣布放棄收購。 華納兄弟股東將於下個月投票決定，是否接納派拉蒙收購方案。有關交易仍然需要美國和歐洲反壟斷監管機構批准。美國參議院司法委員會將於下月4日舉行聽證會，審議這宗交易。 加州檢察長邦塔表示，這宗交易並非已成定局。他早前說，加州檢察署將會審視任何涉及華納兄弟的交易，因為娛樂業對加州經濟是關鍵環節。派拉蒙承諾，若監管機構反對這宗交易，將會向華納兄弟支付70億美元解約費。

The following companies are expected to report earnings after hours on 02/27/2026. Visit our Earnings Calendar for a full list of expected earnings releases.Sociedad Quimica y Minera S.A. (SQM)is reporting for the quarter ending December 31, 2025. The chemical company's consensu

AI agents now carry more access and more connections to enterprise systems than any other software in the environment. That makes them a bigger attack surface than anything security teams have had to govern before, and the industry doesn't yet have a framework for it. "If that attack vector gets utilized, it can result in a data breach, or even worse," said Spiros Xanthos, founder and CEO of Resolve AI, speaking at a recent VentureBeat AI Impact Series event . Traditional security frameworks are built around human interactions. There's not yet an agreed-upon construct for AI agents that have personas and can work autonomously, noted Jon Aniano, SVP of product and CRM applications at Zendesk, at the same event. Agentic AI is moving faster than enterprises can build guardrails — and Model Context Protocol (MCP), while decreasing integration complexity, is making the problem worse. Agentic AI is moving faster than enterprises can build guardrails around them, according to Aniano and other enterprises leaders. And Model Context Protocol (MCP), while decreasing integration complexity, doesn’t help. “Right now it's an unsolved problem because it's the wild, wild West,” Aniano said. “We don't even have a defined technical agent-to-agent protocol that all companies agree on. How do you balance user expectations versus what keeps your platform safe?” MCP still "extremely permissive" Enterprises are increasingly hooking into MCP servers because they simplify integration between agents, tools and data. However, MCP servers tend to be “extremely permissive,” he said. They are “actually probably worse than an API,” he contended, because APIs at least have more controls in place to impose upon agents. Today's agents are acting on behalf of humans based on explicit permissions, thus establishing human accountability. "But you might have tens, hundreds of agents in the future with their own identity, their own access," said Xanthos. "It becomes a very complex matrix." Even as his s...

CoreWeave ( CRWV ) CEO Mike Intrator defended his company's spending plans Friday, the day after the company released a mixed Q4 earnings report and weaker-than-expected guidance. “I understand the concerns that people have as they see us allocating a massive scale of money to this market, but the truth of the matter is, our backlog is enormous,” Intrator told CNBC on Friday . The AI infrastructure company said it plans to spend $30B to $35B this year. Analysts had been expecting expenditures of around $26.9M, CNBC added. Shares of CoreWeave were down 20% Friday afternoon. The company, which went public in March 2025, released its Q4 earnings report Thursday evening. In January, Nvidia ( NVDA ) announced it was making a $2B investment in CoreWeave. More on CoreWeave CoreWeave, Inc. (CRWV) Q4 2025 Earnings Call Transcript CoreWeave, Inc. 2025 Q4 - Results - Earnings Call Presentation CoreWeave Earnings Preview: We See FY26 Upside CoreWeave slumps after mixed Q4, analysts mull investor concerns over margins Coreweave targets $12b–$13b 2026 revenue with accelerated $30b–$35b capex amid surging ai demand

natatravel/iStock via Getty Images Today we are revisiting a name that we bought initially in 2019 and got aggressive on in May of 2020. This was a long-term investing idea at BAD BEAT Investing at a $1.35 basis. We have long maintained a house position in this mid-tier silver name. Typically, we favor companies that can demonstrate organic growth without sacrificing the integrity of the balance sheet. For a long time this has been a challenge for the precious metal miners, we have to tell you. We saw stagnant prices outside of the slow grind higher in gold ( XAUUSD:CUR ), silver ( XAGUSD:CUR ), and base metals, with rising costs of production. That said, folks, Endeavour Silver Corp. ( EXK ) spent the last 24 months attempting to bridge the gap between being a high-cost legacy producer and a modern, multi-asset senior producer. Shares have absolutely skyrocketed on the back of the huge surge in metals prices. While the stock is expensive at first glance, when we consider. The company’s Q4 and fiscal year 2025 results, released just this morning, confirm that the growth has arrived, but it has come with a hefty price tag. Overall, we are neutral on the name. We still hold it, and if prices stay elevated, it will translate to more earnings and justify the share price. Let us discuss. Endeavour Silver Financial and Operating Results While the market is cheering the 115% jump in revenue, we are taking a bit more measured approach as long-term shareholders. The transition from developer to a 15-million-ounce-equivalent producer is notoriously fraught with ramp-up costs and issues, and Endeavour’s Q4 numbers, in our opinion, certainly reflect a company that is currently larger, yet significantly more complex to manage. That all said, 2025 was, by any operational metric, a transformational period for Endeavour (and many other miners too). The company reported record revenue of $467.5 million, more than doubling the $217.6 million seen in 2024. This was driven by a 48% inc...

watch now VIDEO 10:24 10:24 Anthropic trying to put limitations on its AI models 'really has no standing', says Brent Sadler Squawk Box The Department of Defense's clash with Anthropic over the integration of artificial intelligence into military operations, and who sets the limits on usage, reached a peak this week with Defense Secretary Pete Hegseth giving the AI company until 5:01 p.m. ET Friday to cede to the government's demands. Anthropic has not budged, to date at least, but the battle between military and industry over AI is just getting started. The Pentagon is colliding with the private companies that control AI in a way that has not been tested in the post-World War II era. On Thursday, Anthropic refused Defense Secretary Pete Hegseth's demand to loosen certain safeguards of its models for military use, including mass domestic surveillance or fully autonomous weapons, because it violates company policies. CEO Dario Amodei's decision comes after the Pentagon warned it could terminate the partnership if the company refuses to support "all lawful uses." "It is the Department's prerogative to select contractors most aligned with their vision," Amodei wrote in a statement on Thursday. "But given the substantial value that Anthropic's technology provides to our armed forces, we hope they reconsider." The standoff highlights the emerging reality that private firms developing frontier AI may seek to set their own limits on how the technology is deployed, even in national security contexts. In July the Defense Department awarded contracts worth up to $200 million each to four companies — Anthropic, OpenAI, Google DeepMind, and Elon Musk's xAI — to prototype frontier AI capabilities tied to U.S. national security priorities. The awards signal how aggressively the Pentagon is moving to bring cutting-edge commercial AI into defense work. The urgency is reflected in internal Pentagon planning as well. A January 9 memorandum outlining the military's artificial intellig...

Earnings Call Insights: Natural Resource Partners L.P. (NRP) Q4 2025 Management View President & COO Craig Nunez stated that "NRP generated $46 million of free cash flow in the fourth quarter and $169 million of free cash flow in the full year 2025." He emphasized ongoing challenges, noting, "All three of our key commodities, metallurgical coal, thermal coal and soda ash continued to struggle with sales prices that are near or below our estimates of operator's marginal cost of production." Nunez addressed the ongoing downturn in the soda ash market, stating, "We believe 2026 will be worse" and described the current environment as "the worst bear market in its 60-plus-year history." He revealed a $39 million investment in the Sisecam Wyoming joint venture to support its capital structure and reduce bank debt, which will delay the anticipated increase in unitholder distributions from August to a subsequent quarter. Chief Financial Officer Christopher Zolas reported, "In the fourth quarter of 2025, NRP generated $31 million of net income, $45 million of operating cash flow and $46 million of free cash flow." Zolas highlighted that "our Mineral Rights segment generated $40 million of net income, $49 million of operating cash flow and $50 million of free cash flow in the fourth quarter." He pointed out that segment declines were due to weaker metallurgical coal markets and that soda ash segment income and cash flow also fell from the prior year. Zolas confirmed, "We used the free cash flow generated from our business segments in 2025 to repay $109 million of debt. Even including the impact of our planned $39 million capital investment into Sisecam Wyoming, we remain on track to accomplish our deleveraging goal this year." Outlook Nunez indicated that the timing for a substantial increase in unitholder distributions has shifted: "The $39 million investment in Sisecam Wyoming is one such event and will push the distribution increase we had expected to occur in August back ...

Russian airstrikes in Kyiv, Ramadan in Gaza, Trump’s State of the Union address and snow in New York City – the past seven days as captured by the world’s leading photojournalists Continue reading...

Earnings Call Insights: Alpha Metallurgical Resources (AMR) Q4 2025 Management View CEO Charles Eidson reported adjusted EBITDA of $28.5 million and 3.8 million tons shipped in Q4, closing a year marked by market weakness but improved cost performance. He stated, "Since our last earnings call, we issued 2026 guidance and announced 3.6 million tons in sales commitments to domestic customers. We have since added another 500,000 contracted tons, bringing Alpha's domestic commitments to a total of 4.1 million tons for the year at an average price of $136.30." Eidson highlighted the importance of these domestic commitments for cash flow stability in volatile market conditions. Eidson noted recent coal market movements have been "largely concentrated within the Australian Premium Low Vol index" due to supply disruptions from Queensland flooding, which he described as "isolated and temporary." He warned that "growing oversupply of high vol coal seems to be contributing to the widening spread between low-vol and the high-vol A and B coals. Given our usual quality mix, if the current pricing environment for high-vol persists, it would likely exert downward pressure on our realizations for the year." Eidson emphasized a continued focus in 2026 on "a strong balance sheet and safe, efficient operations as a recipe for success in these challenging times." CFO Todd Munsey stated, "Adjusted EBITDA for the fourth quarter was $28.5 million, down from $41.7 million in the third quarter. We sold 3.8 million tons in Q4, down from 3.9 million tons in the third quarter. Met segment realizations increased quarter-over-quarter with an average realization of $115.31 in Q4, up from $114.94 in the third quarter." Munsey also shared, "SG&A, excluding noncash stock compensation and nonrecurring items, decreased to $10.9 million for the fourth quarter as compared to $13.2 million in the third quarter." President & COO Jason Whitehead reported operational progress at the Kingston Wildcat low-vol ...

Earnings Call Insights: CubeSmart (CUBE) Q4 2025 Management View CEO Christopher Marr highlighted that fundamentals have stabilized and CubeSmart is positioned to return to growth, stating, "Operating metrics have seen improvement over the last couple of quarters. And now that's beginning to flow through to financial metrics." Marr reported positive move-in rates, with Q4 2025 move-in rates at +2.8% year-over-year, building on a trend of sequential improvement throughout the year. He observed, "The occupancy gap at the end of January of this year improved from year-end when it was down 70 basis points to end January at 88.7%, 40 basis points below January of 2025." Marr disclosed that only 19% of same stores are projected to face an impact from new supply in 2026, the lowest level since 2017, adding, "the magnitude of the impact of this competitive supply continues to lessen as more of the delivery is in that 3-year rolling impact from 2 or 3 years ago." CFO Timothy Martin stated, "Same-store revenue growth accelerated from the third quarter to just shy of flat at negative 0.1% for the quarter," and reported FFO per share as adjusted of $0.64 for the quarter. Martin announced a 1.9% increase in the quarterly dividend, bringing it to an annualized $2.12 per share, and highlighted a new joint venture with CBRE IM with a $250 million mandate to invest in high-growth markets. Martin reported recent share repurchases and an expansion of repurchase authorization to approximately $475 million, noting, "We generated approximately $100 million in free cash flow annually so we could execute under the share repurchase program on a leverage-neutral basis up to those levels." Outlook Martin provided 2026 FFO per share guidance in a range of $2.52 to $2.60 per share. The midpoint of same-store revenue guidance assumes a "generally similar macro environment to last year, a lasting impact from competing new supply in our markets, a continuation of steadily improving competitive pri...

OpenAI将追加融资100亿美元。（The Information）

Key PointsOklo shares dropped over 8% Friday as a hotter-than-expected inflation report raised concerns about prolonged high interest rates.

Jack Bendheim, President and CEO of Phibro Animal Health Corporation (NASDAQ:PAHC) , reported the sale of 14,080 shares of Common Stock via indirect open-market transactions on Feb. 13 and Feb. 18, 2026, for total proceeds of approximately $728,000, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($51.68); post-transaction value based on Feb. 18, 2026 market close ($51.68). * 1-year price change calculated using Feb. 18, 2026 as the reference date. Continue reading

The directors of a company tend to have a unique inside view into the business, so when directors make major buys, investors are wise to take notice. Presumably the only reason a director of a company would choose to take their hard-earned cash and use it to buy stock in the ope

Jack Dorsey is not the first chief executive to say artificial intelligence will transform work. "The question is whether the company is resetting to its smaller, nimbler startup days or whether it might lose the ​creativity and human intuition that built its most iconic products in the first place."

In trading on Friday, shares of Symbotic Inc (Symbol: SYM) crossed below their 200 day moving average of $54.01, changing hands as low as $53.80 per share. Symbotic Inc shares are currently trading down about 6.2% on the day. The chart below shows the one year performance of S

Is AMD a Buy After Meta Deal? The Globe and Mail

In trading on Friday, shares of Expand Energy Corp (Symbol: EXE) crossed above their 200 day moving average of $107.50, changing hands as high as $109.77 per share. Expand Energy Corp shares are currently trading up about 2.4% on the day. The chart below shows the one year per

In trading on Friday, shares of Kingsoft Cloud Holdings Ltd (Symbol: KC) crossed above their 200 day moving average of $13.17, changing hands as high as $13.61 per share. Kingsoft Cloud Holdings Ltd shares are currently trading up about 7.5% on the day. The chart below shows t

On Thursday morning, I attended a Q&A panel with four top Samsung smartphone executives. Until 2025, Samsung was the world's largest smartphone manufacturer, and by association, the world's largest maker of cameras. It's still the second largest after Apple. Samsung handed me the microphone first. I asked: We see a divide in society between people who want AI to do impressive things with their photos and videos, and those who don't want AI to do anything with photos and videos because it's eroding our ability to believe that what we have seen is real, destroying the concept of photographic evidence . Metadata tools like C2PA have utterl … Read the full story at The Verge.

In trading on Friday, shares of Frontier Group Holdings Inc (Symbol: ULCC) crossed below their 200 day moving average of $4.51, changing hands as low as $4.37 per share. Frontier Group Holdings Inc shares are currently trading down about 7.3% on the day. The chart below shows

Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Applovin Corp (Symbol: APP), where a total volume of 37,340 contracts has been traded thus far today, a contract volume which is representative of approximately 3

Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Broadcom Inc (Symbol: AVGO), where a total of 154,543 contracts have traded so far, representing approximately 15.5 million underlying shares. That amounts to about 62.8%

Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in MetLife Inc (Symbol: MET), where a total volume of 22,015 contracts has been traded thus far today, a contract volume which is representative of approximately 2.2

Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Paramount Skydance Corporation - Class B (Symbol: PSKY), where a total of 102,542 contracts have traded so far, representing approximately 10.3 million underlying shares.