SGH Ltd. and Steel Dynamics Inc. raised their bid for Australia’s BlueScope Steel Ltd. The increased offer of A$32.35 a share represents a total equity value of A$15 billion ($11 billion), the bidders said in a joint statement. BlueScope last month rejected a previous offer from the US steelmaker and SGH — controlled by billionaire Kerry Stokes — at A$30 a share. To view the source of this information click here

Meta, Nvidia Shares Move Higher On Long-Term AI Infrastructure Deal Benzinga

Rasi Bhadramani David Einhorn's Greenlight Capital added fresh stakes in Warner Bros. Discovery ( WBD ), with 1.53M shares, BKV ( BKV ), with 1.29M shares, and Slide Insurance Holdings ( SLDE ), with 1.15M shares, during Q4 2025, the hedge fund disclosed on Tuesday. Boosted positions include Graphic Packaging Holding Company ( GPK ), to 8.42M shares from 4.71M shares in Q3, and Capri Holdings ( CPRI ), to 4.77M from 2.69M. Meanwhile, the firm closed out its holdings in Seadrill ( SDRL ) and HP ( HPQ ). And it also decreased its stakes in PENN Entertainment ( PENN ), to 6.04M shares from 6.77M shares in Q3, and Victoria's Secret ( VSCO ), to 1.74M from 1.93M, according to the 13F filing . More on Warner Bros. Discovery, BKV, etc. HP: Priced Too Low With A High Yield Wall Street Lunch: PayPal Plunges As It Ousts CEO HP Inc.: A Share Cannibal Trading At Cycle Lows Paramount shares rise after Warner Bros. agrees to discussions for a possible deal 'College Football Playoffs' on ESPN drives cable viewership in January - Nielsen

“46% Upside Potential”: Here’s Why This Top Analyst Is Bullish on Nvidia Stock (NVDA) ahead of Q4 Earnings TipRanks

全球财经媒体昨夜今晨 共同关注的头条新闻主要有： 1、 美国与伊朗官员纷纷表态 双方日内瓦核谈判取得进展 2、 纽约市长拟二十余年来首次提高房产税 计划上调幅度为9.5% 3 、 苹果加快研发人工智能眼镜、吊坠及带摄像头的AirPods耳机 4 、 Meta扩大与英伟达的合作，将在数据中心建设中采用数百万颗AI芯片 5、 Anthropic发布新AI模型 强化电脑操作与编程能力 6、 自动驾驶领衔 巴克莱预计物理AI有望成长为万亿美元市场 美国与伊朗官员纷纷表态 双方日内瓦核谈判取得进展 一名美国官员周二表示，美国与伊朗当天在日内瓦举行的核谈判取得进展。伊朗谈判代表计划在两周的时间带回一份新的提案。这一审慎而偏向乐观的评估显示，近期爆发军事冲突的可能性较低。 这名不愿具名的官员称，伊朗将提交更为详细的方案，以弥合双方之间剩余的分歧，但同时提醒称仍有许多细节有待讨论。 伊朗早前在声明中表示，已与美国围绕一项潜在核协议的基础达成总体共识，该协议将解除对德黑兰的制裁并缓解中东战争风险。 在日内瓦与美国特使史蒂夫·威特科夫会谈后，伊朗外长阿巴斯·阿拉格齐对国家电视台表示，“我们已经能够就一系列指导原则达成总体共识，今后将以此为基础推进工作，朝着起草潜在协议的方向迈进。” 纽约市长拟二十余年来首次提高房产税 计划上调幅度为9.5% 纽约市市长佐赫兰·马姆达尼提议二十多年来首次提高纽约市房产税，并计划动用城市储备基金来填补约50亿美元的预算缺口。 纽约市审计长马克·莱文表示，“他提出了一个相当极端的方案，提高房产税和动用储备金双管齐下，并且还依赖于一些相当激进的收入预测”。 拟议中9.5%的房产税上调计划从7月1日开始的下一财政年度生效，马姆达尼称之为“最后手段”，该调整将涵盖全市所有类型的房产，影响超过300万个住宅单元和超过10万个商业单元。市长办公室表示，如果实施，这将在下一财年增加37亿美元的收入。 苹果加快研发人工智能眼镜、吊坠及带摄像头的AirPods耳机 苹果 公司正加速开发三款新型可穿戴设备，进一步向人工智能（AI）驱动硬件转型。该领域目前也是OpenAI和Meta Platforms Inc．竞相追逐的焦点。 据知情人士透露，苹果加大研发力度的三个电子设备分别为：智能眼镜、一款可别在衬衫上或作为项链佩戴的挂坠，以及具备更强AI能力的AirPods。这三款设备都...

David McNew/Getty Images News Exxon Mobil ( XOM ) is committed to moving fast to develop natural gas in Guyana , the company's head of upstream Dan Ammann said Tuesday, according to Reuters. Guyana's government has asked Exxon ( XOM ) to devise and build projects to use natural gas, including for petrochemical plants and possible data centers. Ammann told the Guyana Energy Conference that natural gas projects are more complex than oil, requiring cooperation with a greater number of entities such as public utilities, communities, and regulators, but reiterated that a pipeline was ready to deliver gas to Guyana and the company is waiting for power plants to be completed this year. "When government advances permitting approvals and market frameworks, we will advance engineering, execution, and investment in lockstep," Ammann said. Separately, the Federal Court of Australia has imposed a A$16M (US$11.3M) fine on Exxon's ( XOM ) Mobil Oil Australia over misleading claims about fuel sold at gasoline stations in parts of Queensland, the Australian Competition and Consumer Commission said. On Tuesday, Mobil admitted it had made misleading claims to consumers during 2020-24, falsely indicating that its "Mobil Synergy Fuel" contained certain additives, the competition regulator said. More on Exxon Mobil Exxon Mobil: It's A Buy Says Valuation, But I'm Weighing Technical Caution Exxon Mobil: Strong Value Despite Oil Rout Exxon Mobil: Let Us Talk About Venezuela And Guyana

Why Oracle (ORCL) Shares Are Trading Lower Today Finviz

Microsoft heads for its fourth-day of losses amid an earnings sell-off on Tuesday. Shares are at nine-month lows.

Shares of AeroVironment (NASDAQ: AVAV) rose on Tuesday, following bullish analyst commentary. By the close of trading, the drone stock's price was up more than 7%. Image source: Getty Images. Continue reading

Key PointsOracle has seen its stock price decline since announcing its massive $300 billion deal with OpenAI.

The cloud computing competitor trades for a lower valuation than its bigger peers.

Microsoft Stock Slopes Down To Lowest Point in Months; Is The Stock A Buy Now? Investor's Business Daily

Three boats targeted in eastern Pacific and Caribbean as Trump continues pursuit of alleged ‘narco-terrorists’ US military officials has said American forces launched assaults on three alleged drug-smuggling boats, killing 11 in one of the deadliest days of the Trump administration’s months-long campaign against alleged traffickers. The military action on Monday brought the number of fatalities caused by US strikes to 145 since September, when Donald Trump called on American armed forces to people deemed “narco-terrorists” on small vessels. There have been 42 known strikes in notorious drug trafficking routes such as the Caribbean Sea and eastern Pacific Ocean, according to the Associated Press reported . Continue reading...

Investing.com -- Nvidia (NASDAQ:NVDA) stock rose 1.75% in after-hours trading Tuesday, while Meta Platforms (NASDAQ:META) shares gained 2% following the announcement of a multiyear strategic partnership to expand Meta’s AI infrastructure using Nvidia technology.

Nvidia, Meta stocks rise after expanded AI infrastructure pact; AMD sinks Yahoo Finance

Seeking Alpha Seeking Alpha Seeking Alpha More on Palo Alto Networks Why Palo Alto Networks Is A Smart Buy For Long-Term Growth Investors Palo Alto Vs. Fortinet: Why Fortinet Comes Out On Top Palo Alto Networks Q2 Preview: Why I Remain Cautious And Reaffirm My Sell Rating Palo Alto declines after guidance reveals revenue surge but lower-than-expected EPS Palo Alto Networks Non-GAAP EPS of $1.03 beats by $0.09, revenue of $2.59B beats by $10M

Berkshire Hathaway continued to trim its stake in Bank of America and Apple in the fourth quarter and it initiated a new holding in New York Times buying five million shares of the newspaper publishing company, according to a 13-F filing after the close of trading Tuesday. Berkshire also sold most of its holdings in Amazon com in the period. Berkshire reduced its stake in Bank of America by 51 million shares, or about 9%, to 517 million shares, while trimming its interest in Apple by 4%, or 10 million shares, to 227 million.

US Capitol Police in Washington arrested an 18-year-old man on Tuesday after he ran from his vehicle toward the west side of the Capitol Building armed with a shotgun. Capital Police Chief Michael Sullivan said the unidentified man parked a Mercedes SUV near the Capitol, got out and ran “several hundred yards (metres)” toward the building before officers intercepted him and ordered him to the ground. Speaking at a press conference following the arrest, Sullivan said the gunman was wearing a...

【有線新聞】秘魯國會通過罷免上任僅4個月的總統赫里，他涉嫌與中國商人密會，是連續第三名總統被彈劾下台，國會周三將推選接任人。 捲入貪腐醜聞的秘魯總統赫里被罷免後離開總統府。國會召開特別會議，以75票贊成、24票反對、3票棄權通過對赫里的不信任動議，即時解除他總統和國會主席的職務。 早前有傳媒揭發赫里去年底在利馬一間中餐廳與福建商人楊志華密會，他身穿外套遮掩身份。今年初再有閉路電視片段拍下赫里與楊志華在一間華人商店見面，兩次會面都未有申報和列入官方紀錄，楊志華旗下其中一間公司持有能源項目的特許經營權。美聯社則報道赫里曾與兩名中國商人秘密會面，其中一人持有政府合約，另一人因涉嫌非法伐木受查。 事件曝光後，赫里在社交平台道歉。聲稱兩人只是討論秘魯與中國的聯歡活動，否認有不當行為，強調沒索取任何好處或支持。他被指涉嫌接受非法資助，以權謀私，損害國家利益，上月在國會接受質詢。 赫里被罷免後，大批民眾上街慶祝，有人剪碎並踐踏赫里的相片。39歲的赫里去年10月接替遭國會彈劾的時任總統博魯阿爾特宣誓就任，上任僅四個月就被罷免，是秘魯連續第三名總統被彈劾下台，亦是過去10年第八度換人。赫里將重返議員崗位，國會周三將推選國會主席，勝出者將接任臨時總統。

KenWiedemann/iStock Unreleased via Getty Images Driven by double-digit sales growth in the company’s retail segment and a seventh consecutive quarter of growth in its core North American wholesale business, La-Z-Boy ( LZB ) realized a 4% increase in total sales for the fiscal third quarter, beating Wall Street’s expectations by $6.57M. Shares are defensive in after-hours trading, however, as a 10% decline in per share profits and conservative guidance for the fourth quarter offset better-than-expected sales. “We expect fourth quarter sales to be in the range of $560-580 million and adjusted operating margin to be in the range of 7.5-9.0%, reflecting a continued cautious view on the macroeconomic backdrop as well as the short-term impact of recent adverse weather events,” said La-Z-Boy CFO Taylor Luebke. The company’s Q4 sales guidance compares to Wall Street’s estimates for $590.2M in sales and up from $522M in fiscal Q3 2025. As the company continues to deliver results on its strategic initiatives, La-Z-Boy ( LZB ) realized an 11% increase in retail segment written and delivered sales with the help of four new company-owned stores during the quarter. Wholesale sales were up a more modest 1%. This contributed to a profit of $0.61 per share, down from $0.68 in the same quarter last year but 2 cents above expectations. With adjusted operating income down 6%, the company’s adjusted operating margin was compressed by 70 basis points to 6.1%. La-Z-Boy ( LZB ) generated $89M in cash from operating activities, up 57% from a year ago, ended the quarter with $306M in cash and no external debt, and invested $18M primarily in new stores and remodels, manufacturing-related investments, and spending related to the transformation of its distribution and home delivery operations. More on La-Z-Boy Despite Some Uncomfortable Circumstances, La-Z-Boy Doesn't Deserve A Downgrade La-Z-Boy Non-GAAP EPS of $0.61 beats by $0.02, revenue of $542M beats by $6.57M La-Z-Boy Q3 2026 Earnings Pr...

Gibson Energy press release ( GBNXF ): Q4 Infrastructure Adjusted EBITDA ( 1) of $622 million for the full year, including $160 million in the fourth quarter, a $21 million increase over the full year 2024 Marketing Adjusted EBITDA ( 1) of $15 million for the full year, including $1 million in the fourth quarter, a $48 million decrease over full year 2024, reflecting a challenging environment for both crude marketing and refined products Adjusted EBITDA ( 1) on a consolidated basis of $581 million for the full year, including $145 million in the fourth quarter, a $29 million decrease over the full year 2024, primarily due to the impact of items affecting segment EBITDA as noted above and a slight increase in general and administrative costs Net income of $198 million for the full year, including $41 million in the fourth quarter, a $45 million increase over the full year 2024, More on Gibson Energy Gibson Energy: Declining Marketing Segment Offset By Improving Infrastructure EBITDA Gibson Energy Inc. (GEI:CA) Analyst/Investor Day Transcript Gibson Energy Inc. (GEI:CA) Analyst/Investor Day - Slideshow Seeking Alpha’s Quant Rating on Gibson Energy Historical earnings data for Gibson Energy

Capuski/iStock via Getty Images The Vanguard Core-Plus Bond ETF ( VPLS ) is an actively managed ETF focusing on simple investment-grade bonds, treasuries, and MBS, with smaller investments in foreign and high-yield bonds. VPLS is a simple, strong, vanilla bond ETF with a well-balanced portfolio, an above-average 4.5% dividend yield, and consistent outperformance since inception, and is a buy. (Our last article on it was here ). VPLS: Overview And Analysis Strategy And Portfolio VPLS is an actively managed bond ETF by Vanguard. Although the company is more well-known for its index ETFs, it does have a couple active offerings, and that includes VPLS. The fund's active management could lead to higher income and returns moving forward, contingent on its managers making effective decisions. Active management is something of a risk factor too, as managers might make ineffective, unprofitable decisions too. Active ETFs have the highest potential returns, but index ETFs are generally safer, so focusing on these is always a reasonable choice. Although VPLS is active, it is quite similar to its benchmark or index, the Vanguard Total Bond Market ETF ( BND ). There are some important differences, but the broad strokes are the same. VPLS focuses on high-quality, investment-grade securities, with treasuries and MBS accounting for just under half of its portfolio. Most of its other half consists of quality investment-grade corporate bonds, with smaller, single-digit investments in high-yield bonds. Allocations are as follows: VPLS Diversification is quite good, due to the above and due to the fund investing in over 2,000 different bonds. BND invests in over 10,000, which increases diversification somewhat, although at these levels the impact is marginal: thousands of securities are more than enough to ensure a diversified portfolio. At the same time, VPLS's portfolio is a bit broader than that of BND, broader than most other bond ETFs too, which means higher diversification too. R...

加拿大总理卡尼当地时间2月17日在新闻发布会上公布了加拿大新的国防工业战略，该战略为加拿大未来十年设定了一系列重要目标，其中包括将70%的联邦国防合同授予加拿大企业，基本实现在国内采购和维护大部分军事装备的目标。 此外，这项耗资66亿加元的战略计划还提议将加拿大军事装备的可用率，在海军舰艇方面提高到75%、陆军车辆提高到80%和空军飞机的85%。 这份新的国防工业战略还列出了一份清单，涵盖了其希望拥有主导权的十个工业领域，包括：弹药生产、数字和云服务开发、传感器、用于监视、训练和模拟的天基平台以及特种车辆制造等。（央视）

The Port of Los Angeles is seen from the Goodyear Blimp on Thursday, Dec. 11, 2025 in Los Angeles, CA. Juliana Yamada | Los Angeles Times | Getty Images New data from the Port of Los Angeles shows that commitments made by China to buy more U.S. agricultural products as part of a trade bargain between Chinese President Xi Jinping and President Donald Trump have yet to materialize, and that has contributed to a decline in cargo volume to near a three-year low for the nation's busiest port. Total processed cargo volume at the Port of Los Angeles in January was down by approximately 12% year over year , with Gene Seroka, executive director for the Port of Los Angeles, citing a decline in agricultural exports as among the major factors. "Exports to China look dismal," he said. Exports to China have dropped considerably across the country's major ports, with containerized exports down 26% last year, according to data shared by the Port of Los Angeles. Los Angeles took a big hit on the crucial agricultural export of soybeans, according to Seroka. In early 2026, President Trump announced China was considering purchasing an additional eight million metric tons of U.S. soybeans (totaling 20 million) for the current season, following the October 2025 agreement to buy 12 million tons. Soybeans coming out of the Port of Los Angeles to China were down 80% last year, and no improvement was seen in either November or December after the initial discussions between the U.S. and China. "It's a really important part of the overall export strategy here," Seroka said. "Argentina and Brazil have picked up a lot of the contracts for China on soybeans," he said, and he added that any increase in the U.S. ag sector's ability to export will take time. "These are not transactional-type applications. These are agreements that the last three, six, and twelve months in duration. So it'll be yet another cycle before the U.S. soybean exporter has a chance to bid and get into the game," he added. Th...

Justin Paget/DigitalVision via Getty Images Thesis Marcus & Millichap, Inc. ( MMI ) is a company that helps people buy and sell commercial real estate properties, mainly across the United States and Canada. The last time I reviewed MMI, I gave it a Hold rating. I liked the balance sheet . No big debt issues. That said, the stock wasn’t cheap. MMI was trading at a pretty rich multiple relative to earnings. At the same time, profit growth was slowing down. And with the broader economy facing some headwinds, there were clearly extra risks. Seeking Alpha In hindsight, I probably should have leaned more on the negatives and gone with a Sell rating, because since that call, the stock is down roughly 30%, badly trailing the broader market’s ( SP500 ) healthy gains. And while it’s been a couple of years since I’ve updated, I was hoping for some more bullish catalysts. Nevertheless, after going over the latest earnings , I’m still maintaining my neutral stance, since the recovery still depends heavily on improving macro conditions and a sustained rebound in larger transactions, neither of which is firmly in place yet. Marcus & Millichap’s Q4 2025 Bullish Highlights Seeking Alpha Full-year 2025 revenue of $755M , up 8.5% year over year. Q4 revenue of $244M, up 2% year over year. Q4 adjusted EBITDA of $25M, up 39% year over year. Brokerage revenue of $633M, up 7% year over year. Private client revenue of $406M, up 11%, representing 64% of brokerage revenue. $1M–$20M segment revenue and transaction count both up 12%. Financing revenue of $104M, up 23% year over year. Operating expenses are up 5.5%, below revenue growth of 8.5%. SG&A improved to 38% of revenue from 40%. $398M in cash and no debt. Property prices are down roughly 20% from peak levels. MMI's Bearish Data Highlights Larger transactions valued at $20M+ declined 13% year over year. Middle market and larger transaction revenue fell to $200M from $203M the prior year. Q4 middle market and larger segment revenue decline...

Market turmoil unleashed by AI advances points up two seemingly contradictory fears about the tech: that it won’t fulfil its very expensive promise and that it will swallow up vulnerable industries. (Source: Bloomberg)

(RTTNews) - Rogers Corporation (ROG) on Tuesday reported fourth-quarter net income of $4.6 million or $0.26 per share, compared to a net loss of $0.5 million or $0.03 per share.

Anthropic PBC and Altruist Corp. ’s new artificial intelligence models recently upended multiple industries leaving Wall Street in search of where exactly the productivity-boosting promise of AI will translate into higher corporate earnings. It turns out, not many corners of the market will see the benefit that a handful of technology high-flyers have experienced — at least based on what Wall Street prognosticators have penciled in for profit growth this year. Estimates for 2026 earnings growth in the so-called Magnificent Seven companies — a group that includes Microsoft Corp. and Alphabet Inc. — has gone up to 18% now from 14% in the aftermath of a tariff-related selloff in May. For the remaining 493 companies in the S&P 500 Index , however, expectations have gone in the opposite direction, falling to 11% from 12.5% during the same time, data compiled by Bloomberg Intelligence show. Wall Street consensus “does not expect AI to improve profitability for corporate America outside the tech sector,” Torsten Slok , Apollo Global Management’s chief economist, said in a note. “There are no signs of AI boosting profit margins for companies outside the tech sector.” Without tech, the US stock benchmark’s earnings would grow by 7.7% this year, or roughly half of its projected 14% expansion with its largest sector, according to BI data. To find corners of the market where AI is expected to spur more meaningful, productivity-driven earnings growth, Citigroup Global Markets Inc. is encouraging investors to look outside of the S&P 500, at namely small- and mid-cap names known as AI enablers. Earnings revisions for that cohort are up 13% in the last nine months, data compiled by Citi show, which is ahead of a similar group of larger cap names at 12%. “The hidden story in all of this – regardless of whether it’s technology or the physical components of AI – is that growth is broadening down cap,” said Drew Pettit , US equity strategist at Citigroup Global Markets. Right now, the ...