RXO ( NYSE: RXO ) on Wednesday said that it has priced $400 million of 6.375% senior notes due 2031. The notes will be guaranteed on a senior unsecured basis by the company’s domestic subsidiaries that guarantee its asset-based revolving credit facility. RXO said it intends to use the net proceeds to repurchase or redeem all of its outstanding 7.500% notes due 2027, pay related fees and expenses, and for general corporate purposes, which may include repayment of indebtedness. RXO -1.95% after hours to $16.01. Source: Press Release More on RXO RXO Margin Squeeze Signals A Recovery In Trucking, But The Name Is Still Overpriced RXO, Inc. (RXO) Q4 2025 Earnings Call Transcript RXO, Inc. 2025 Q4 - Results - Earnings Call Presentation RXO announces $400M senior notes offering RXO outlines $5M–$12M Q1 2026 EBITDA outlook as cost actions and AI investments continue

Sanae Takaichi is not only Japan’s first female prime minister, but has secured an election victory of historic proportions, with unprecedented potential for constitutional revision. A landslide haul of 316 out of 465 seats in the lower house has handed her ruling Liberal Democratic Party the first two-thirds parliamentary supermajority for a single party since World War II. Its right-wing coalition partner, the Japan Innovation Party, gained a further 36 seats. This has raised concerns that Takaichi may seek to change the country’s pacifist constitution. Beijing sees such an attempt as a threat to regional stability, to which it is likely to react strongly. Takaichi’s election campaign centred on plans to stimulate a flagging economy, including a two-year halt to a food tax, and further enhance Japan’s security framework amid a dispute with China. Advertisement Beijing has voiced opposition to Japan’s military spending plans, with relations having plunged after Takaichi suggested that Japan could intervene in the event of a conflict over Taiwan – a remark she later categorised as hypothetical but did not retract. Advertisement Takaichi’s conservative agenda may help with Japan’s much-needed economic reforms. But her anti-immigration instincts will do nothing for an ageing society that needs foreign labour to help with tasks locals can’t or won’t do.

美联储理事米兰表示，1月就业数据出人意料的强劲表现并不意味着政策制定者应该暂停进一步降息。米兰表示，减少商业监管等计划中的供给侧改革，以及住房通胀的预期放缓，将为政策制定者继续降低基准利率扫清障碍。自9月加入美联储理事会以来，米兰在每次政策会议上都持反对意见，他主张的降息幅度大于其他美联储官员准备支持的幅度。(新浪财经)

Earnings Call Insights: Criteo S.A. (CRTO) Q4 2025 Management View CEO Michael Komasinski stated that "2025 unfolded a bit differently than we had anticipated. Even so, we delivered solid execution and made good progress against our strategy, closing the year with momentum across our key initiatives." He emphasized aligning the company around commerce intelligence and AI decisioning, simplifying the business to scale as a commerce AI platform, and highlighted Criteo's "unique commerce data foundation and AI-driven performance engine" with visibility into over $1 trillion in e-commerce transactions annually and reach across more than 3 billion daily active users. Komasinski outlined three main strategic priorities: leading in agentic commerce with AI assistants, scaling the AI-powered performance engine, and reinforcing Retail Media leadership. He revealed development of an Agentic Commerce Recommendation Service, with testing showing "an average uplift of 60% in prioritizing the products most likely to be purchased" and advanced partnerships underway. The CEO noted, "Social continues to scale with double-digit sequential growth in every quarter of 2025, supported by strong momentum with Meta and expanding engagement with additional partners." He further highlighted the full self-service launch of GO at the end of Q1 and the expansion of auction-based display and shoppable video as growth drivers. CFO Sarah Glickman reported, "We delivered record results in 2025 with strong margins and robust cash flow generation." She disclosed, "Revenue was $1.9 billion, and Contribution ex-TAC grew 3.5% at constant currency to $1.2 billion... We delivered a strong adjusted EBITDA margin of 35%." Glickman also noted free cash flow of $211 million and adjusted diluted EPS of $4.62 for 2025. Outlook Glickman stated, "For 2026, we expect Contribution ex-TAC to be flat to up to 2% at constant currency. As you know, we anticipate low overall growth this year due to Retail Media client s...

美國總統特朗普近日矛頭直指即將通車、連接美國密歇根州與加拿大安大略省的「戈迪·豪國際大橋」，威脅將阻止其通車，並指美國要擁有「至少一半」的所有權及收益。此舉引發美加輿論譁然，國際媒體分析指此事件反映特朗普政府的談判策略及其對盟友的態度，令加拿大陷入外交與經濟的兩難局面。 事件起因：特朗普突發文威脅 指控加拿大「數十年不公平」 據新華社編輯記者旗下公眾號「牛彈琴」評論文章，特朗普於2月9日下午在社交平台發表長文，內容重點包括指控加拿大數十年來對美國不公；批評前總統奧巴馬豁免大橋項目使用美國鋼鐵的規定；不滿安大略省因關稅報復而禁售美國酒類產品；警告加拿大總理卡尼與中國達成貿易協議將令加國「不堪重負」。文章又批評特朗普荒誕地指稱中國會「取消加拿大所有冰球比賽及斯坦利盃」。特朗普在帖文末威脅，若加拿大不「公平、尊重」對待美國，將不允許大橋通車，並要求立即談判，讓美國獲取至少一半大橋所有權。 CNN事實核查：特朗普多項指控與事實不符 然而，多項媒體的事實核查顯示，特朗普的指控與既有事實多有出入。美國有線電視新聞網CNN報道指出，特朗普稱大橋「兩側均屬加拿大」且「幾乎未使用美國產品」的說法不準確。根據2012年美加協議，大橋由加拿大政府全額出資（約40至60億美元），但所有權與監管權由密歇根州與加拿大政府共同擁有。通行費收入將先用以償還加拿大墊付的建造成本，其後收益由雙方平分。此外，大橋建設中確實使用了美國鋼鐵與工人。 CNN還指出，特朗普在2017年曾與時任加拿大總理杜魯多發表聯合聲明，將該橋稱為連接兩國的「重要經濟紐帶」並推動其「盡快建成」，與其現時立場矛盾。 加方回應：嘗試澄清誤解 但美方態度強硬 面對特朗普的威脅，加拿大總理卡尼表示已與特朗普通話，試圖澄清誤解，強調大橋是「兩國合作的典範」。但白宮發言人萊維特隨後聲明，特朗普在通話中「非常明確」地重申其要求，並認為當前安排「不可接受」。 美國新聞網站 AXIOS 的報道進一步分析，特朗普的貿易代表格里爾在霍士財經節目中直言，由於美國經濟規模遠大於加拿大（約29萬億美元對1-2萬億美元），美國有權確保從大橋及其經濟活動中獲得「公平份額」。這被視為「實力即話語權」的談判邏輯。 潛在動機：為貿易談判鋪路 或轉移國內焦點 多方分析認為，特朗普此番舉動的動機可能不止於大橋本身。「牛彈琴」分析指出，此舉是特朗普對加拿大的一系列「敲打...

美元通常会在经济或地缘政治动荡的时期走强。但到了2026年，不确定性和政局纷乱大都来自美国内部。更有甚者，总统唐纳德·特朗普竟然还对由此引发的美元贬值竖起了大拇指。过去一年，该国货币对一个外币篮子整体损失了9%，在1月更是触及2022年3月以来的最低位。不仅如此，下行压力似乎并没有要消散的迹象。 美元走软会对美国乃至全球经济都造成连锁冲击。在美国，这意味着进口商品价格上涨，导致国内制造商和消费者购买成本上升。与此同时，该国出口对海外消费者的吸引力则随之提高。 本文将分析美元下跌的方方面面，以及如果它继续承压可能出现哪些后果。 美元为何走弱？ 拖累美元走低的因素不止一种。但分析人士指出，特朗普政府难以预测的外交政策，包括他本人时断时续夺取格陵兰的表态和悍然出兵抓走委内瑞拉总统的行动，都损害着美元在不确定时期充当避风港的正常作用。特朗普对美联储独立性的反复攻击也打压了美元。美国央行进一步降息的可能性也起到了同样的作用。低利率会拉低美元，因为投资者将另寻他处追逐更高的回报。 另一方面，特朗普政府和许多分析人士辩称，美元遭到了高估，而近期的疲软以及未来可能持续贬值的前景是世界各国早该预料到的后果。特朗普在第一个总统任期内就强调，美元作为全球化的基石几十年如一日地被世界上其他国家人为推高。这种有关汇率的控诉至少在过去二十年里一直层出不穷。亚洲国家经常因压低本货而备受抨击，而欧洲官员也曾出人意料地坦言，他们不希望欧元超过某些特定水平。 美国商务部长霍华德·卢特尼克2月10日表示，美元目前的水平可能更接近应有之义。 美元在全球经济中扮演什么角色？ 美元可以说是最接近全球货币的存在。它是国际金融的基石，也是比任何其它货币更常用于国际交易的首选支付手段。美国还将美元作为外交政策工具，例如在俄乌冲突之际，华盛顿大幅限制了该国使用美元进行交易的能力。 对美元的信心发生了怎样的变化？ 分析人士指出，美元走弱之忧直指特朗普政府执政方式的核心。主导货币需要一个强健的民主体系，其中必不可少的是法治、独立的中央银行、自由公正的选举以及新闻自由。特朗普第二个任期对这些基本原则都进行了考验。特朗普曾多次表示希望将美联储主席杰罗姆·鲍威尔解职，他的司法部还对美联储总部大楼的翻修工程展开刑事调查，甚至一些共和党议员都认为明显带有政治动机。他也反复施压美联储降息，并明确表示希望自己提名的鲍威尔接班人凯文·沃...

Grab Holdings Ltd. predicted full-year revenue that trailed estimates, a sign of strain in a Southeast Asian ride-hailing and food-delivery market pressured by weaker consumer sentiment. Sales will be $4.04 billion to $4.1 billion this year, the Singapore-based company said in a statement . Analysts predicted roughly $4.13 billion on average. While fourth-quarter revenue missed projections, Grab posted its first annual net profit in 2025, defying analysts’ forecasts. The stock fell more than 7% in late US trading after the report was released. Already, it had declined roughly 35% from a peak last September. After years of spending to gain market share in Southeast Asia, Grab still faces tough competition from rivals such as GoTo Group . The company is attracting users with products such as shared rides and deliveries in a sluggish economy, while curtailing a once-frenetic pace of expansion. Grab also issued new forecasts until 2028, projecting group revenue to grow at a 20% compounded annual rate. “We believe, like previous practice, the first set of full year guidance given at the beginning of the year could prove to be conservative,” Citigroup analyst Alicia Yap said in a note on Thursday. As part of the quarterly report, Grab announced plans to buy back as much as $500 million of stock. The move — its second such program — seeks to reward investors and take advantage of the cheaper share price. Grab, backed by Uber Technologies Inc. , has seen growth slow dramatically from triple-digit rates in years past as it takes steps to focus on profitability. An increased customer base has left Grab with less room for user gains, prompting it to introduce novel offerings to entice consumers who are less willing to hail a ride or get food delivered to their door in a challenging economy. In a bid to alleviate the cut-throat competition, Grab has been exploring a combination with Jakarta-based GoTo. The yearslong effort has been delayed by regulatory scrutiny as well as diff...

Shopify (NASDAQ:SHOP), an e-commerce platform for online stores, closed Wednesday at $118.71, down 6.70%. Shares sold off during the regular session after an initial spike on strong Q4 results, upbeat revenue guidance, and a new buyback. Investors are watching how AI-driven commerce initiatives support future growth and margins. Trading volume reached 52.3 million shares, about 450% above its three-month average of 9.5 million shares. Shopify IPO'd in 2015 and has grown 6,883% since going public. How the markets moved today S&P 500 slipped 0.03% to 6,940, while the Nasdaq Composite fell 0.16% to 23,066. Fellow e-commerce platform, Wix.com, closed at $72.10, down 4.31%, as investors weigh AI competition and digital commerce growth expectations across the group. What this means for investors Shopify reported earnings on Wednesday morning, growing sales and free cash flow (FCF) by 30% and 26% in 2026, and easily beat Wall Street’s Q4 estimates. However, with the shares trading at 82 times FCF, Shopify was priced for near-perfect results, and guidance for roughly 32% sales growth in Q1 wasn’t an optimistic enough outlook. Pricey or not, Shopify looks stronger than ever to me -- and is shifting to AI e-commerce fluidly. Orders from AI search rose 15 times compared to January 2025 levels. Meanwhile, President Harley Finkelstein explained, Shopify’s AI-powered assistant, Sidekick, “generated almost 4,000 custom apps, created over 29,000 automations with Shopify Flow, built almost 355,000 task lists and edited over 1.2 million photos.” So far, Shopify looks more like the disruptor than the disruptee with AI. Should you buy stock in Shopify right now? Before you buy stock in Shopify, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Shopify wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on ...

GO Residential Real Estate Investment Trust ( GO.U:CA ) on Wednesday said its operating subsidiary, GO Residential Operating has agreed to issue on a private placement basis C$325 million principal amount of senior unsecured debentures maturing February 13, 2029. The debentures will bear interest at a fixed annual rate of 4.534% per annum, payable in equal semi-annual instalments in arrears on February 13 and August 13 in each year, commencing on August 13, 2026 until maturity, unless redeemed at an earlier date. In connection with the offering, OpCo entered into a forward cross-currency interest rate swap whereby both the interest rate and principal of the debentures are fully hedged. This results in gross proceeds of approximately $240 million with the same principal maturity and a $ equivalent swapped fixed annual interest rate of 5.552%. OpCo intends to use the net proceeds from the offering to repay existing indebtedness under OpCo's credit facility and for general corporate purposes. The closing of the offering is expected to take place on or about February 13, 2026. Source: Press Release More on GO Residential Real Estate Investment Trust Seeking Alpha’s Quant Rating on GO Residential Real Estate Investment Trust Historical earnings data for GO Residential Real Estate Investment Trust Dividend scorecard for GO Residential Real Estate Investment Trust Financial information for GO Residential Real Estate Investment Trust

格隆汇2月12日｜墨西哥参议院批准法案，将工作周从48小时缩短至40小时。

Trump Admin Can End Protected Status For Nationals Of 3 More Countries: Appeals Court Authored by Troy Myers via The Epoch Times (emphasis ours), The Trump administration can move forward with ending Temporary Protected Status (TPS) for immigrants from Nepal, Honduras, and Nicaragua, a U.S. appeals court ruled Monday. Illegal immigrants from Nicaragua, Ecuador and other nationalities at a door on the border wall waiting to be picked up by the U.S. Border Patrol in El Paso, Texas, on Jan. 4, 2023. Paul Ratje/Reuters It was a unanimous decision by a three-judge panel, ruling to temporarily lift a previous federal judge’s ruling that blocked the termination of the status for immigrants of the three countries and accused the federal government of possibly being racially motivated in its actions. There are nearly 89,000 immigrants from Nepal, Honduras, and Nicaragua who have been granted temporary status to live in the United States. “TPS was never designed to be permanent, yet previous administrations have used it as a de facto amnesty program for decades,” Homeland Security Secretary Kristi Noem said in a Feb. 9 post on X. U.S. District Judge Trina Thompson in California blocked Noem’s attempt to end TPS for nationals of the three countries in December, citing comments about immigrants from the Homeland Security secretary and President Donald Trump as her reasoning. The judge also said the Trump administration did not consider the conditions of the nations that might prevent immigrants from returning. The Ninth U.S. Court of Appeals in California on Monday paused Thompson’s ruling for the duration of the appeal, stating the federal government could likely prove there are legitimate reasons to terminate Nepali, Honduran, and Nicaraguan protection. “ A win for the rule of law and vindication for the U.S. Constitution . Under the previous administration, Temporary Protected Status was abused to allow violent terrorists, criminals, and national security threats into our na...

意外强劲的美国非农就业数据削弱市场对于美联储降息的押注，但彭博美元指数仍连续第四天下跌。澳元和日元在G-10货币中涨幅居前。 彭博美元指数在非农就业数据公布后一度上涨0.3%，但在纽约早盘时段抹去了所有涨幅，周三收跌不到0.1%。 美国1月新增非农就业人数创逾一年来最高，失业率意外下降。交易员现在充分消化的美联储下一次降息时点从此前的6月推后至7月。 堪萨斯城联储行长表示，利率需要保持在适度限制性水平以遏制通胀。 “虽然非农就业数据表现强劲，但外汇市场似乎正在回归做空美元的动能交易，” BMO Asset Management的ETF和结构化解决方案策略主管Bipan Rai表示。 他补充说，这种动能交易意味着美元兑日元和澳元等货币承压。 美元/日元一度下跌1.2%，触及盘中低点152.56，随后收复部分失地；该货币对录得三连跌，创下1月27日以来的最长连跌纪录。 欧元/美元下跌0.2%，至1.1870，连续第二天下跌；英镑/美元下跌不到0.2%，至1.3619。 澳元/美元上涨0.71%，至0.7125，此前澳大利亚央行副行长Andrew Hauser表示当前通胀水平过高。 责任编辑：丁文武

Genesis Land Development ( GDC:CA ) on Wednesday said it has entered into a $105 million secured revolving credit facility with a syndicate of Canadian financial institutions. The company said the facility has an initial term of three years and includes provisions for consecutive one-year extensions, subject to lender approval. Genesis Land said the facility provides for a revolving loan and letters of credit and will be used for general corporate purposes, including land purchases, serviced lots and land servicing activities. Borrowings under the facility will bear interest at either the prime rate plus 0.75% or the Canadian Overnight Repo Rate Average plus an applicable margin, the company said. The credit facility is secured by certain assets, including specified land holdings and related development assets, and is subject to customary covenants and conditions. GNLAF +5.60% after hours to $2.3903. Source: Press Release More on Genesis Land Development Seeking Alpha’s Quant Rating on Genesis Land Development Financial information for Genesis Land Development

Air Canada will acquire eight Airbus SE A350-1000 models, with options to double the order, as the carrier seeks to modernize its fleet. The purchase agreement, if all rights are exercised, would be valued at about $3 billion, based on current aircraft values from analytics firm Ishka Ltd. A first delivery is expected in the second half of 2030, Air Canada said. Canada’s largest airline said the A350, a model not currently part of its fleet, will strengthen “long-term cost efficiency” and provide a more comfortable experience for passengers. The company announced a program in November to upgrade planes with new interiors and enhanced technology systems. The A350-1000 is a twin-aisle widebody aircraft that can seat as many as 480 passengers and significantly reduce fuel consumption, according to Airbus’s website . It’s the biggest version of the A350 family. “These aircraft will deliver improved operating economics, enhance our operational reliability, and ensure we remain competitive across our global network.,” Air Canada Chief Financial Officer John Di Bert said in a statement. Air Canada said the purchase will add to an order book of 30 Airbus A321XLRs, 23 Airbus A220s and 14 Boeing 787-10 Dreamliners.

(RTTNews) - Manulife Financial (MFC) reported earnings for its full year that Increases, from the same period last year The company's earnings totaled C$5.572 billion, or C$3.07 per share. This compares with C$5.385 billion, or C$2.84 per share, last year. Excluding items, Manulife Financial reported adjusted earnings of C$7.521 billion or C$4.21 per share for the period. The company's revenue for the period rose 8.6% to C$28.888 billion from C$26.592 billion last year. Manulife Financial earnings at a glance (GAAP) : -Earnings: C$5.572 Bln. vs. C$5.385 Bln. last year. -EPS: C$3.07 vs. C$2.84 last year. -Revenue: C$28.888 Bln vs. C$26.592 Bln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Key Points Roth accounts offer the benefit of tax-free gains and withdrawals. They also don't force you to take required minimum distributions (RMDs). The problem is that they make it almost too easy to access your money ahead of retirement. The $23,760 Social Security bonus most retirees completely overlook › There's a reason Roth retirement plans have long been a popular choice among savers. Although you don't get a tax break on the money you contribute to a Roth IRA or 401(k), you get numerous benefits to make up for that. Roth retirement accounts offer tax-free investment gains and withdrawals. When you're living on a fixed income and are no longer working, not having to worry about losing a portion of your withdrawals to the IRS is huge. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Plus, Roth IRAs and 401(k)s do not force savers to take required minimum distributions (RMDs). That gives you more flexibility with your money -- for yourself and in the context of estate planning. But the flexibility Roth retirement accounts offer is actually a mixed bag. In fact, Roth IRAs and 401(k)s are almost a little too flexible in one regard. For that reason, a Roth may not be the best option for you. There's too much temptation to touch the money When you save for retirement in a traditional IRA or 401(k), there's a big incentive not to take withdrawals ahead of your senior years. Removing funds before turning 59 1/2 generally subjects you to a 10% penalty. But Roth IRAs and 401(k)s work differently. With a Roth savings plan, you can withdraw money early without a penalty as long as you're tapping the principal portion of your account and leaving the gains portion alone. The logic is that since you didn't get a tax break on that money when it went into your Roth account, there's no issue with you taking it out. But that flexibility could become problem...

(RTTNews) - Ring (AMZN), an Amazon subsidiary, has sparked debate over privacy and surveillance with its Super Bowl commercial introducing an AI powered feature called "Search Party." The tool is designed to help locate lost pets by allowing users to request video footage from Ring cameras across a neighborhood. While some viewers initially saw the concept as helpful, concerns quickly surfaced online about how such technology could be misused. Critics warned that a system capable of scanning multiple cameras for animals could potentially be extended to track people, raising fears of broader surveillance. Ring stated that the feature includes privacy safeguards and that camera owners must opt in on a case-by-case basis before sharing footage with pet owners. The company also noted that any recognition capabilities require user permission. Despite those assurances, the ad prompted some customers to reconsider their use of Ring products, reflecting unease about how AI driven monitoring tools could evolve beyond their stated purpose. Wednesday AMZN closed at $204.08, down 1.36%, and is trading 0.20% higher at $204.49 in after-hours activity on the NasdaqGS. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Feb 11 (Reuters) - Marketing platform AppLovin missed market estimates for fourth-quarter sales on Wednesday, ‌indicating tepid demand for its advertising services ‌amid increasing competition and an uncertain macroeconomic environment. Companies ranging ​from Big Tech to up-and-coming advertising platforms have been fighting each other for prized ad dollars, creating an increasingly competitive landscape, challenging providers such ‌as AppLovin. Shares of ⁠the company fell nearly 3% in extended trading, after the company reported December ⁠quarter sales of $1.66 billion, missing analysts' average estimate of $1.70 billion according to data compiled by ​LSEG. Social media ​giant Meta Platforms bidding ​heavily into Apple's ‌iOS traffic would be a genuine challenge as increased density in ad auctions could increase ad pricing and compress net margins, analysts at Jefferies said in a note ahead of earnings. A cautious ‌spending environment has also ​emerged from uncertain macroeconomic conditions, ​with enterprises across ​industries holding back on big expenses ‌as they prioritize spending ​on artificial intelligence ​integration and mission-critical applications. AppLovin's fourth-quarter net income grew 84% to $1.10 billion. Still, the company forecast ​first-quarter sales ‌between $1.75 billion and $1.78 billion, above estimates of $1.67 ​billion. (Reporting by Arsheeya Bajwa in Bengaluru; Editing ​by Krishna Chandra Eluri)

思科首席执行官 思科周三公布的季度业绩好于预期，但因当期盈利指引仅符合市场预期，该股在盘后交易中下跌约 7%。 该公司表现与路孚特（LSEG）市场一致预期对比： 调整后每股收益：1.04 美元，预期 1.02 美元； 营收：153.5 亿美元，预期 151.2 亿美元。 公告显示，思科营收同比增长约 10%，从去年同期的 140 亿美元增至当前水平。净利润从去年同期的 24.3 亿美元（每股 0.61 美元）增至 31.8 亿美元（每股 0.80 美元）。调整后数据剔除了股权激励成本。 对于本季度，思科预计调整后每股收益为 1.02–1.04 美元，营收为 154 亿–156 亿美元。路孚特调查的分析师预期为每股 1.03 美元、营收 151.8 亿美元。 投资者一直期待思科在人工智能热潮中扮演更核心的角色，本轮 AI 热潮已带动芯片厂商及其他数据中心技术提供商股价上涨。思科增长有所提速，本季度来自超大规模云厂商的 AI 基础设施订单达 21 亿美元。 思科核心网络业务营收同比增长 21%，至 83 亿美元，StreetAccount 调查的分析师预期为 79 亿美元。 本季度，思科宣布将与AMD合作，为沙特阿拉伯的一项 AI 基础设施项目提供产品。思科还发布了一款搭载英伟达芯片的网络交换机。 思科首席执行官查克・罗宾斯在分析师电话会议上表示：“在主权云方面，2026 财年实际上并不需要、也不预期会产生重大影响。因此，我们给出的业绩指引并不依赖这部分业务的增长，它纯粹是额外增量。” 罗宾斯称，来自新型云厂商（成立时间晚于亚马逊、微软等成熟云服务商）的营收增长将在本财年下半年启动，并在 2027 财年更为显著。 受英伟达图形处理器需求激增影响，内存价格持续上涨，已对各类设备厂商造成冲击。罗宾斯表示，思科已宣布提价，并正在调整与渠道合作伙伴的合同。 “我认为在某些情况下，客户会不会提前采购？有可能。” 他表示，“但我认为这不会成为我们网络业务的主流趋势。” 2026 财年，思科目标调整后每股收益为 4.13–4.17 美元，营收为 612 亿–617 亿美元，同比增长约 8.5%。路孚特一致预期为每股收益 4.12 美元、营收 607.4 亿美元。 责任编辑：丁文武

is a senior science reporter covering energy and the environment with more than a decade of experience. She is also the host of Hell or High Water: When Disaster Hits Home , a podcast from Vox Media and Audible Originals. Posts from this author will be added to your daily email digest and your homepage feed. Anthropic is the latest AI company promising to limit the impact its data centers have on nearby residents’ electricity bills. The company said it would pay higher monthly electricity charges in order to cover 100 percent of the upgrades needed to connect its data centers to power grids. “This includes the shares of these costs that would otherwise be passed onto consumers,” the announcement says. Anthropic didn’t provide details today about any agreements it has inked with energy companies in order to accomplish these goals. In November, it shared a $50 billion plan to build data centers in New York and Texas “with more sites to come.” Rising electricity rates have become a top election priority in the US, and local opposition to the construction of new energy-intensive data centers has led to projects across the country being canceled or delayed. Now we’re seeing companies including Microsoft and Meta making commitments to at least partially cover the costs stemming from new energy infrastructure built to accommodate their data centers. As part of its pledge, Anthropic says it’ll support efforts to get new power sources online to meet growing electricity demand from AI. It also claims it’ll be willing to cut its power consumption during demand peaks, a step that could help relieve pressure on power grids during a heatwave or cold snap. Recent winter storms have already raised concerns about how data centers might further stress power grids and increase energy costs during extreme weather. Related Microsoft wants to rewire data centers to save space

China will support Cuba “in the best way possible” as the island grapples with an energy crisis following tougher measures imposed by US President Donald Trump’s administration, a Chinese foreign ministry spokesperson confirmed on Wednesday. Speaking at a regular press briefing in Beijing, Foreign Ministry spokesperson Lin Jian said China “will do what it can” to assist Havana and again condemned what he described as “inhumane actions that deprive the Cuban people of their right to survival and development”. When pressed on specific measures, however, Lin declined to confirm any concrete programme, saying the next moves would “depend on bilateral consultations” with Havana. Advertisement The remarks reinforce positions adopted by Beijing in recent days as Cuba’s energy situation has deteriorated rapidly. On Tuesday, Lin signalled political backing for the government of Cuban President Miguel Diaz-Canel , saying China opposes “external interference” in the island’s affairs. 08:25 How Maduro’s abduction is set to change Latin America How Maduro’s abduction is set to change Latin America China’s support comes as Cuba faces a critical fuel shortage after the United States blocked shipments of Venezuelan oil.

AAPL Stock Today: February 11 — On‑Device AI Push Touted as Catalyst Meyka

hapabapa/iStock Editorial via Getty Images As previously signaled, AMC Entertainment Holdings, Inc. ( AMC ) has entered into an agreement to issue up to $150 million in common stock. It also announced its preliminary Q4 2025 results and quantified how changes in European movie attendance and the North American box office affect its adjusted EBITDA. Based on that information, I estimate that AMC needs around $10.1 billion to $10.2 billion per year in North American box office to breakeven in terms of keeping its net debt from growing. AMC reported having $428.5 million in cash and cash equivalents (not including restricted cash) at the end of 2025. However, Q1 2026 is looking to be by far the weakest quarter in 2026 based on the movies being released then. Also, Q1 is historically a quarter where working capital changes negatively affect AMC's cash by a large amount. Thus it makes sense for AMC to raise cash now, despite having a decent amount at the end of 2025. After Q1 2026, the box office for the remainder of the year seems likely to average around the amount needed for AMC to breakeven. AMC's debt remains a massive issue, though (with most of its debt maturing in 2029), and there's a high chance that it will need to issue more shares to help deal with its debt some more (such as for debt-for-equity exchanges). AMC's share price is now around my estimated value of $1.25 per share (which I am maintaining), and I am moving back to a "Neutral" outlook on it for now. 2025 Results AMC reported its preliminary results for Q4 2025, which were slightly better than I expected given the relatively weak box office in the quarter. AMC reported approximately $1,288.3 million in revenues in Q4 2025, down 1.4% compared to Q4 2024. This was around 5% to 6% better than the year-over-year domestic box office performance, though. AMC's full-year 2025 revenues were approximately $4,848.9 million, which is a 4.6% increase compared to 2024 and around 3% to 4% above the year-over-year ...

Top 20 Trading Volume | Strong Rebound in Storage Sector: Micron and SanDisk Surge 10%; Taiwan Semiconductor Climbs Over 3%, Hitting New Highs, Market Cap Approaching $2 Trillion; Apple's New Siri Release Faces Another Setback; Meta Invests Ov 富途牛牛