Goldman Sachs Expects Beat and Raise Quarter for NVIDIA (NVDA) Yahoo Finance

Bernstein Trims Target Price on Oracle (ORCL) to $313 Insider Monkey

mesh cube/iStock via Getty Images Investment Thesis First and foremost, let me say that I think FormFactor, Inc. ( NASDAQ : FORM ) is one of the picks and shovel names that looks boring right until it doesn't. The market is fixated on the shiny end of AI, like GPUs and giant data center builds. Meanwhile, the real constraint in advanced packaging is often yield, test time, and how many goods you can push through the line without shipping defects. And obviously, that pushes value into probe cards and test hardware. Here's the part that matters most to me. Management is explicitly describing a world where HBM stack complexity keeps rising (such as HBM3E, HBM4 Ramp, and work towards HBM5). This translates into higher test intensity and harder specs. And that is not marketing fluff. It is the economics of advanced packaging where one bad chiplet can kill the whole stack. Now, a good story does not automatically mean a good stock. But what interests me with FORM is that the company is also showing tangible operational improvement. The Q4 2025 earnings update points to an expanding non-GAAP gross margin and continued strength into Q1 2026. In my opinion, that combination, demand together with strategic execution, is what I would say keeps a " good company " from becoming a " good but overpriced " situation. I am rating FormFactor a Buy . And this is not because the stock is cheap today. Actually, it is not. But I am buying the idea that earnings power is rising faster than many investors are modeling. And that the next few quarters can keep surprising on margin while the revenue line stays firm. Business Overview FormFactor sits in semiconductor test and measurement across the IC lifecycle, from early characterization and debug to qualification and high-volume production test. The business is reported in two segments . First are the Probe cards, which include probe cards and analytical probes. Second are systems, which are basically probe stations plus thermal and cryogen...

格隆汇2月13日｜美股加密货币概念股多数上扬，其中，Coinbase绩后涨超7%，Strategy涨超6%，BMNR涨近5%，Robinhood、IREN、Circle涨超3%。比特币现逼近6.8万美元关口。

Advance Auto Parts ( AAP ) declares $0.25/share quarterly dividend , in line with previous. Forward yield 1.64% Payable April 24; for shareholders of record April 10; ex-div April 10. See AAP Dividend Scorecard, Yield Chart, & Dividend Growth. More on Advance Auto Parts Advance Auto Parts: A Liquidity-Driven Asymmetric Turnaround Play Advance Auto Parts: Turnaround Is Progressing (Rating Upgrade) Advance Auto Parts gets back to positive comparable sales growth Advance Auto Parts Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Advance Auto Parts

ORCL.SW stock down 31.59% intraday on SIX: reassess valuation vs CHF 121 forecast Meyka

Stocks struggled for direction Friday as fears of AI disruptions weigh against the potential for more interest rate cuts after a cooler-than-expected inflation reading. The S&P 500 was 0.1% lower after initially flipping between gains and losses following a three-session losing streak. Expedia Group Inc. was among the worst performers in the benchmark, falling on continued fears about the threat of AI even after providing better-than-expected guidance. The tech-heavy Nasdaq 100 Index was 0.2% lower and the Dow Jones Industrial Average fell 0.3%. “Today’s inflation report is a relief for investors rattled by AI disruptions in the stock market,” said David Russell, global head of market strategy at TradeStation. Indexes have fallen for three straight sessions before Friday’s inflation reading, which spurred a move higher in US futures. US consumer prices rose slower than expected in January while the core CPI reading matched estimates, reflecting higher services costs. The inflation report “was actually pretty encouraging,” Tiffany Wilding , an economist with Pimco, said in an interview with Bloomberg TV. She added that the Federal Reserve’s interest rates look restricting and after the inflation reading, “getting a couple of more interest rate cuts in this year seems pretty reasonable to us.” Indeed, the report spurred traders to increase bets on a third rate cut this year. “With employment hopefully improving, the Fed doesn’t have to worry about doing any more ‘insurance cuts.’ It can because it wants to, not because it has to,” said Brian Jacobsen , chief economic strategist at Annex Wealth Management. Still, fears that AI will disrupt revenues continue to hit stocks. Drug distributors slumped on Friday, joining a long list of industries including software, wealth managers and logistics firms to sell off. Separately, shares in US metal firms sank as the Trump administration is considering narrowing tariffs on aluminum products. Alcoa , Century Aluminum and Kaiser A...

美股阿里巴巴、百度、蔚来跌幅集体收窄。

wellesenterprises/iStock Editorial via Getty Images Until recently, I have typically avoided sports stocks. They tend to be vanity assets—great for cocktail party conversation but terrible for compounding capital. They usually bleed cash, have volatile earnings based on whether a ball hits a foul pole or a home run, and trade at premiums because fans want to own the team. But Atlanta Braves Holdings ( BATRK ) is doing the exact opposite. It is trading like a boring utility in decline despite owning one of the most valuable intellectual properties in North American sports. The structure is admittedly annoying. It’s a tracking stock spun out of Liberty Media , which keeps a lot of generalist investors away. It’s messy. But that messiness has created a dislocation where the public market value implies the franchise is worth significantly less than recent private market transactions for inferior teams. In my view, you would be buying a top-tier MLB franchise at a discount, and you’re getting a high-growth real estate development company thrown in for free. Two Engine Business Model Most people think of this just as a baseball team. If you look at the Q3-25 filings , though, it’s clear this is evolving into a dual-engine business. First, there is the franchisee. The Braves operate in a massive geographic monopoly. Unlike the Northeast, where you can’t drive two hours without hitting another MLB stadium, the Braves own the Southeast. This drives the attendance numbers, as seen in the Investor Day presentation —consistently top-tier. In Q3-25, baseball revenue ticked up 4% to $284m. That doesn't sound explosive, but in a mature business, 4% pricing power is solid. The point here is cost control and the floor provided by the fan base. Even when the team isn't winning the World Series every year, the turnstiles keep turning. Ticket volume stability (Company Investor Day Presentation Jun-25) The other engine is the Battery (mixed-use development), and this is the part the mar...

NEW YORK, Feb. 13, 2026 (GLOBE NEWSWIRE) -- Figure Technology Solutions (Nasdaq: FIGR), the leading blockchain-native capital marketplace for the origination, funding, sale and trading of tokenized assets, today announced preliminary unaudited financial results for the fourth quarter and full year ended December 31, 2025. Additionally, the Company filed a registration statement on Form S-1 that contained preliminary results of operations for the same periods.

Oracle Corporation (NYSE:ORCL) is one of the 13 High-Risk High-Reward Growth Stocks to Invest In. Bernstein, on February 9, trimmed its target price on Oracle by 7.7% to $313 (from $339), but retained its Outperform call on the stock. Uncertainties regarding how the company would fund the construction of the artificial intelligence data centers it […]

Bernstein Trims Target Price on Oracle (ORCL) to $313 Yahoo Finance

Briton finishes ninth after quarter-final defeat ‘Sorry, I was hoping to put on a better show’ Few sports at the Winter Olympics are more thrilling or turbulent than snowboard cross. The idea is simple. Four competitors, a steep mountain, ramps, and whoever gets down quickest to the bottom first wins. But jeopardy lurks on every sharp turn and steep bank. And calamities are an unfortunate fact of life. Team GB’s Charlotte Bankes knows this better than anyone. Four years ago in Beijing she arrived as a gold medal favourite only to leave in tears after finishing ninth. On the brightest of sunny days history repeated itself. Hopes. Dreams. Expectations. Another ninth-place finish. And more tears. Continue reading...

Capgemini ( CAPMF ): FY Non-GAAP EPS of €12.95. Revenue of €22.5B (+1.8% Y/Y). More on Capgemini SE Capgemini SE 2025 Q4 - Results - Earnings Call Presentation Capgemini: Not Expensive, But Not Impressed By WNS Acquisition French IT company Capgemini divests U.S. subsidiary over ICE links U.S. blasts Europe for targeting Big Tech with fines, lawsuits Seeking Alpha’s Quant Rating on Capgemini SE

They were planning what police say could have been "the UK's deadliest terror attack".

Getty Images This is not a good time to be an investor with exposure to cryptocurrencies. As I discussed in a recent macro analysis, empirical evidence suggests the crypto winter may last much longer . Although I do not have direct exposure to BTC, I am a Coinbase Global, Inc. ( COIN ) shareholder, so I have indirect exposure to BTC and the broad crypto market. Amid the crypto winter, COIN has been one of the biggest losers in my portfolio over the past year (down almost 50%). Although a prolonged crypto winter will most certainly impact Coinbase’s transaction revenue, which is the biggest contributor to revenue today, I believe Coinbase has what it takes to turn into a more efficient business in 2026. This will lay the foundation for a strong comeback in the post-crypto winter era. After digesting Q4 earnings and the structural changes Coinbase is going through today, I believe now is a good time to double down on COIN stock. Q4 2025 Earnings Review I will begin this analysis with a brief discussion of Coinbase's Q4 2025 earnings . If I had to summarize the earnings print in one word, ugly is the word I’d have chosen. Revenue was down 22% YoY to $1.78 billion. This was a sequential decline of 5%, which highlights how the ongoing crypto winter is continuing to threaten Coinbase’s short-term growth. Transaction revenue was down 6% sequentially, driven by a 13% QoQ decline in consumer transaction revenue to $734 million. As expected, institutional volumes remained strong, leading to a 37% QoQ increase in institutional transaction revenue to $185 million. Given that this institutional business is still relatively small compared to the retail business, this strong sequential growth could not prevent Coinbase’s revenue from dipping below the previous quarter's level. The integration of Deribit had a lot to do with this stellar growth in institutional revenue. The GAAP net loss for the quarter was $667 million. The company’s crypto investment portfolio recorded a $718 mil...

Walid Saadaoui, who used to arrange holiday dance shows and quizzes, plotted a mass killing spree.

Getty Images Even with how much they’ve grown their backlog, expanded margins, and kept cash coming in, I can’t get excited about Elbit Systems ( ESLT ) at these prices. The market’s already baking in years of higher defense budgets, constant geopolitical tension, and near-perfect execution. There isn’t much room for slip-ups. In my view, the risk and reward are about even here. The recent run is already priced into the stock, and to get more upside, Elbit would have to not just keep up the pace but actually beat already high expectations. At $665, the stock’s trading at about 50 times what analysts expect for 2026 earnings and 43 times for 2027. Big U.S. defense players are closer to 30. That gap doesn’t really close over the next two years unless Elbit crushes their earnings projections. The case for owning the stock is all about its huge backlog and the current defense boom. Honestly, these aren’t surprises anymore. I think most investors are already betting Elbit keeps putting up double-digit revenue growth, keeps boosting margins, and throws off steady cash. The risk is if orders start to cool off, costs go up, or shipments get pushed back. The stock could get hit hard. Strong Growth is Driven by Land Systems and Major Contract Wins Elbit’s right where tech innovation meets growing defense budgets, especially in Europe and Israel. They’ve become the go-to for governments wanting to modernize their militaries. You can see it in their numbers: big European artillery deals, with 12% growth overall and especially strong results from their land (up 41%) and cyber arms. Management’s been highlighting the wins. They just landed a record $2.3 billion contract , their biggest ever. But I think the market already expects this level of performance. The question now isn't, “Can Elbit win deals?” It’s “Can they keep growing this fast when everyone’s watching?” Elbit Systems Right now, we’re in a real defense boom. European and Israeli spending is way up after Ukraine. Elbit...

Topgolf Callaway Brands press release ( CALY ): Q4 Non-GAAP EPS of -$0.25 misses by $0.04 . Revenue of $367.5M (-3.9% Y/Y) beats by $19.5M . The Company's net sales from continuing operations of $367.5 million decreased 1% primarily due to lower sales of Golf Equipment due to fewer second half product launches this year relative to last year, partially offset by a $7 million increase in our soft goods segment. The better-than-expected consolidated results were driven by outperformance in both Golf Equipment and Apparel, Gear and Other ("Soft Goods") segments. Initiated 2026 Revenue and Adjusted EBITDA Guidance of $1.98B to $2.05B and $170M to $195M, respectively. 2026 FIRST QUARTER OUTLOOK (in millions) Q1 2026 Estimate Q1 2025 As Reported Consolidated Net Sales $635 to $665 $630 Adjusted EBITDA from Continuing Operations $110 to $125 $125 Click to enlarge Stock -11%. More on Topgolf Callaway Brands Callaway Golf Company (CALY) Q4 2025 Earnings Call Transcript Topgolf Callaway Brands' Stunning Rise Necessitates A Recalibration Topgolf Callaway: Leonard Green's Takeover Signals A New Chapter For The Entertainment Golf Giant Callaway Golf attracts a bull rating from B. Riley Tapasya Investment Fund I trims stake in Fannie Mae, invests in Adobe in 2025

Dilok Klaisataporn Goldman Sachs Chairman and CEO David Solomon sees a favorable economic landscape ahead, describing the macro setup for 2026 as “quite good.” In an interview with CNBC, Solomon pointed to two primary catalysts driving his optimism: strong fiscal stimulus across developed economies and a significant surge in capital investment fueled by artificial intelligence technology, which he characterized as “very, very stimulative to the economy and to economic activity.” The banking executive also highlighted a major deregulatory shift in the U.S. as an additional tailwind for growth. Solomon explained that when regulatory burdens ease, companies can redirect resources previously spent on compliance toward “more productive parts of the business,” creating momentum for broader economic activity. Goldman Sachs economist Jan Hatzius projects 2.9% real growth and 5% nominal growth for the year, figures Solomon noted are on the higher end of consensus estimates. However, the CEO suggested actual performance could exceed even those forecasts, observing that conversations with market participants indicate “we could see better than that” in what he described as a “constructive environment.” On deal activity and public offerings, Solomon expressed confidence that the IPO market ( IPO ) will strengthen, predicting “potentially some very, very large IPOs, unprecedented in size.” He acknowledged challenges for smaller IPOs, which “require more discount, more patience,” and noted he has met with SEC Chair Atkins to discuss ways to create broader market participation for retail investors who are increasingly shut out of private market gains. Despite the optimistic outlook, Solomon voiced genuine concern about the nation’s fiscal trajectory. “I have real concern for the continued level of deficit spending and the growth of the debt and the deficit,” he said, adding that sustained higher growth rates are essential to managing these challenges. Without fiscal discipline and ...

财联社2月13日讯（编辑 赵昊） 最新消息显示，一些欧佩克+成员国代表认为，该联盟有空间在4月份恢复原油增产，他们还认为外界对全球石油市场供应过剩的担忧被夸大了。 欧佩克+（石油输出国组织及其盟友）成员国的一些代表们透露，现在有空间恢复今年第一季度季节性需求疲软期间暂停的增产计划。 去年，8个核心欧佩克+成员国同意逐步增加原油产量，但在今年1月、2月和3月暂停增产步伐，目前仍有日均约120万桶的产量尚未恢复。 透露消息的代表强调，欧佩克+尚未在3月1日会议前承诺采取任何具体行动，也未展开正式讨论。另有代表补充称，最终决定可能取决于特朗普是否会对伊朗采取军事行动，或与其达成核协议。 隔夜，特朗普表示，美国“必须”与伊朗达成协议，否则局势将“非常严重”。周四（2月12日）有报道称，美军当天从加勒比海调遣“杰拉尔德·R·福特”号航母前往中东。 分析认为，特朗普对委内瑞拉和伊朗的强硬立场，加上从北美到哈萨克斯坦的供应干扰，使得油价在今年年初表现强劲，尽管市场此前一直警告全球油市可能出现供应过剩。 多位大型交易商表示，关键市场的供应趋紧正在支撑油价，因为不少过剩产量来自受到欧美制裁的国家，例如俄罗斯和伊朗，这些原油难以进入更广泛的市场，使得市场出乎意料地具有韧性。 年初至今，布伦特原油期货主连价格已累计上涨约11%。1月底时，因市场担心中东可能爆发新的冲突，布油价格一度飙升至接近每桶71美元，创六个月新高。 根据国际能源署（IEA）的说法，去年全球石油库存以自新冠疫情以来最快的速度累积，原因是欧佩克+以及另外一些美洲产油国（巴西、圭亚那等）产量上升。 去年4月，沙特出人意料地主导欧佩克+快速恢复2023年以来暂停的产量，尽管当时市场普遍警告全球供应已相当充足，此举令原油交易员震惊。 部分欧佩克+代表称，那次政策转向旨在夺回此前因减产而被竞争对手（如美国页岩油生产商）抢占的市场份额。有分析猜测，沙特此举也可能是为了讨好特朗普——他曾多次呼吁 欧佩克协助降低燃油价格。 目前尚不清楚该组织在3月1日线上会议上是否会正式批准进一步增产，只是有消息称，他们倾向于增加产量。 不过，主要成员国之间似乎存在分歧：沙特和阿联酋希望推进增产，而俄罗斯则显得更为谨慎。 本月早些时候，俄罗斯副总理亚历山大·诺瓦克表示，欧佩克+ 预计全球石油需求将从3月或4月开始逐步增长，但俄罗斯原油难寻买家仍面临压...

Pinterest downgraded, Airbnb upgraded: Wall Street's top analyst calls

Monty Rakusen/DigitalVision via Getty Images Thesis A stock that looks expensive at first glance at its price of $245 with a P/E of 65x is Howmet Aerospace Inc. ( HWM ). The truth is if you examine further, you understand that there is a rare alignment of three powerful growth drivers. As we will examine below Howmet is turning every dollar of new revenue into 60 cents of EBITDA while at the same time is hiring thousands of people. The second growth driver is that engine parts have grown to 21% of revenue (from 11% six years ago) and this creates superior margins and predictability. Third, the company expects its gas turbine business base (almost $1 billion) to double to $2 billion the next 3-5 years. Taken together, these factors make the stock attractive to investors focused on durable growth with long range visibility. Engine Products and Gas Turbines I believe that the engine division has achieved a level of operational excellence rarely seen in the industry as the 34% EBITDA margin in the fourth quarter with a 290 basis point expansion is no coincidence. The company hired 1,440 new employees during 2025. This usually puts pressure on margins but the fact that margins improved shows superior execution and cost control. What impresses me is the spare parts dynamic. Modern engines work at higher temperatures and this increases the maintenance increasing air pollution. As i see it, the effect is structural and not cyclical. Engine aftermarket sales increased 44% for the full year. For the F-35 program, parts demand in 2025 exceeded new orders in total value while F-15 and F-16 programs are also seeing new orders in reasonable quantities. In addition, there is strong demand from other parts of the defense and space industry such as gas turbines for tanks, missiles, rocket engines, howitzers and parts for spacecraft. The gas turbine market has also been cyclical with periods of rapid growth and sharp contraction. As is well known, demand for natural gas-fired power g...

格隆汇2月13日｜微软：正在调查一个问题，即部分用户在访问微软Copilot时可能会遇到操作失败或超时的情况。

Stock Market Today: The Dow Jones index dropped Friday on a surprise CPI inflation report. DraftKings plunged on earnings.

Republican Senator Thom Tillis is sticking to his guns and says he won't approve any nominee to lead the Federal Reserve until a Justice Department probe into the Fed’s renovations is over. “We could have a hearing all we want but until the investigation is done, I still believe that the initial inquiry and the investigation was a flex to try and get the current chair to step aside,” Tillis said on Bloomberg Surveillance. (Source: Bloomberg)

《科创板日报》2月13日讯（记者 徐赐豪）， 美团今晚（13日）发布盈利预警称，公司预计全年净亏损约233亿元至 243亿元，而2024 年同期净利润为358.08 亿元。 这场由盈转亏的突变，核心导火索是核心本地商业分部的业绩 “断崖式下滑”。2024 年该分部仍实现524.15亿元经营溢利，2025 年预计转为68亿元至70亿元经营亏损，利润落差接近600 亿元。 美团在公告中坦言，亏损主因是为应对行业白热化竞争，对生态体系进行战略性加大投入，叠加海外业务扩张带来的持续成本消耗。 作为美团基本盘，核心本地商业涵盖外卖、到店、闪购等核心场景，是其过去数年稳定的 “利润引擎”。2025 年以来，即时零售赛道竞争全面激化，平台在用户补贴、商家激励、履约网络上的投入大幅攀升，直接击穿盈利模型。与此同时，美团持续加码海外市场拓展，在市场调研、团队搭建、本地化运营上持续投入，短期难以贡献正向利润，进一步拖累整体业绩。 美团方面在公告中表示，长期将聚焦AI 技术、无人配送、业务创新与精细化运营，巩固核心壁垒；同时将以更高质量的服务与产品，应对行业非理性竞争，避免陷入单纯价格战泥潭。 美团的被动防守，直接源于阿里系在即时零售赛道的 “全面压境”。 依托阿里生态，淘宝闪购已形成千问大模型 + 即时履约 + 下沉渗透的闭环打法。数据显示，千问 “一句话点外卖” 功能落地后，近半数订单来自下沉县域，昆山、晋江、南昌等成为 AI 消费热点；超市百货、生鲜水果等非餐订单量较初期增长超 8 倍，多家县域小店日均订单突破500单。与传统补贴战不同，阿里以AI重构用户决策链路，从交互入口端直切美团传统优势地带。 面对攻势，美团迅速在 AI领域反击。2月12日，美团升级“问小团”AI管家，春节期间面向用户提供吃喝玩乐一站式智能问答与交易服务。该工具可深度检索商户信息、校验真实评价、输出精准消费方案，并联动外卖、闪购、堂食等场景发放消费券，优化用户下单体验。同时还可领取“满15减15”“满38减18”“满30减15”等多种春节消费券。 资深零售行业专家张伟荣向《科创板日报》表示，当前本地生活竞争主动权已不在美团手中，很大程度取决于阿里。阿里“三年免盈利考核”，意味着美团必须持续跟进投入，否则将面临份额流失；而持续投入又会压制利润与估值，形成投入—亏损—估值受压—再投入的循环。 张伟荣进一步分析称，...

Half of UK adults do not feel confident that they are saving enough for retirement, research from Which? has found.

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格隆汇2月13日｜半导体设备制造商应用材料(AMAT.US)盘初大幅上涨超12%，报376.31美元刷新历史新高。 消息面上，应用材料公布，截至1月止第一财季利润同比增长70%至20.3亿美元，调整后每股收益为2.38美元，高于市场预期的2.21美元；营收则同比下滑2%至70.1亿美元，仍高于市场预期的68.7亿美元。 展望第二财季，应用材料预计营收将介于71.5亿至81.5亿美元之间，调整后每股盈利将介于2.44至2.84美元之间，分别优于市场预期的70.1亿美元及2.28美元。公司CEO Gary Dickerson在一份声明中表示：“关于AI计算领域的全球行业整体投资进程的加速”正在推动公司的业绩迈向强劲增长轨迹。