格隆汇2月12日｜美联储理事米兰：如果你将更高的通胀归咎于供应链失灵，那么推动供应增加以降低通胀就合乎情理。

Albemarle press release ( ALB ): Q4 Non-GAAP EPS of -$0.53 misses by $0.04 . Revenue of $1.43B (+16.3% Y/Y) beats by $80M . Fourth quarter net sales of $1.4 billion, up 16%; volume up 12%, including gains in all segments led by Energy Storage (up 17%) and Ketjen (up 13%). FY26 revenue consensus of $6.00B, Non-GAAP EPS of $2.61 Total Corporate FY 2026E Including Energy Storage Scenarios Observed market price case (a) FY 2025 avg. Jan. 2026 avg. 2021-2025 avg. Average lithium market price ($/kg LCE) (a) ~$10 ~$20 ~$30 Net sales $4.1 - $4.3 billion $5.7 - $6.0 billion $7.5 - $7.8 billion Adjusted EBITDA (b) $0.9 - $1.0 billion $2.4 - $2.6 billion $4.2 - $4.4 billion Click to enlarge Shares -1.6% . More on Albemarle Don't Chase Albemarle Here (Rating Downgrade) Albemarle: Leveraging It All On Lithium Albemarle: The Top Lithium Pick In 2026 Albemarle Q4 2025 Earnings Preview Large-cap stocks with lowest dividend growth grade

Independence Realty Trust press release ( IRT ): Q4 FFO of $0.33 beats by $0.01 . Revenue of $166.8M (+3.8% Y/Y) misses by $3.1M . Full Year 2026 Guidance Summary Earnings per diluted share of $0.21 to $0.28 CFFO per share of $1.12 to $1.16 2026 Same-Store NOI growth of (0.6%) to 2.2% More on Independence Realty Trust Independence Realty Trust: The Bullish Case For A REIT Betting On Sun Belt Growth Independence Realty Trust declares $0.17 dividend Seeking Alpha’s Quant Rating on Independence Realty Trust Historical earnings data for Independence Realty Trust Dividend scorecard for Independence Realty Trust

格隆汇2月12日｜美联储理事米兰：我认为如果增加供应，通胀就会下降。

格隆汇2月12日｜美联储理事米兰：美联储工作人员的模型未考虑生产率的提高。

Cisco ( CSCO ) shares fell nearly 4% in extended trading on Wednesday even as the networking giant posted fourth-quarter results and guidance that topped Wall Street's forecast. For the period ending Jan. 24, Cisco said it earned an adjusted $1.02 per share as revenue rose 10% year-over-year to $15.35B. Service revenue came in at $3.71B, down 1% year-over-year, while product revenue rose 14% from the year-ago quarter to come in at $11.64B for the period. Adjusted gross margin came in at 67.5% for the period. Analysts had expected adjusted earnings of $1.02 per share on $15.11B in sales. Cisco said it ended the period with $43.4B in remaining performance obligations, up 5% year-over-year. “Cisco's strong second quarter and first half of fiscal 2026 demonstrate both the power of our portfolio and the fundamental role we continue to play in connecting and protecting customers in a rapidly evolving landscape,” said Chuck Robbins, chair and CEO of Cisco, in a statement . “With over 40 years of customer trust, global scale, and a relentless focus on innovation, we believe Cisco is uniquely positioned to deliver the trusted infrastructure needed to securely and confidently power the AI-era.” Looking to the third-quarter, Cisco said it expects sales to be between $15.4B and $15.6B, above the $15.2B analysts were expecting. Adjusted earnings are forecast to be between $1.02 and $1.04 per share, above the $1.03 per share estimate. Adjusted gross margins are forecast to be between 65.5% and 66.5%. For the full-year, Cisco said it expects adjusted earnings to be between $4.13 and $4.17 per share, with the midpoint above the $4.13 per share estimate. Sales are expected to be between $61.2B and $61.7B, above the estimate of $60.76B. Following Cisco's results, competitor Arista Networks ( ANET ) fell in sympathy. Cisco also upped its quarterly dividend to $0.42 per share. The company will host a conference call at 4:30 p.m. EST to discuss the results. More on Cisco Cisco Systems, ...

Antero Midstream press release ( AM ): Q4 Non-GAAP EPS of $0.28 beats by $0.01 . Revenue of $287.48M (flat Y/Y) misses by $4.34M . 2026 Guidance Highlights: Closed acquisition of HG Midstream in early February Net Income of $485 to $535 million, a 23% increase compared to 2025 at the midpoint of guidance Adjusted EBITDA of $1.19 to $1.24 billion, an 8% increase compared to 2025 at the midpoint (non-GAAP measure) Capital expenditures of $190 to $220 million Adjusted Free Cash Flow after dividends of $330 to $390 million assuming an annualized dividend of $0.90 per share, an 11% increase compared to 2025 at the midpoint (non-GAAP measure) More on Antero Midstream Antero Midstream Corporation (AM) HG Energy II Midstream Holdings, LLC - M&A Call - Slideshow Antero Midstream: A Great Natural Gas Play (Rating Upgrade) Antero Midstream: Another Darn Good Deal (Rating Upgrade) Antero Midstream Q4 2025 Earnings Preview Antero Midstream announces pricing of upsized $600 million offering

International Flavors & Fragrances press release ( IFF ): Q4 Non-GAAP EPS of $0.80 misses by $0.03 . Revenue of $2.59B (-6.5% Y/Y) beats by $70M . 2026 Financial Guidance Full year 2026 sales are expected to be in the range of $10.5 billion to $10.8 billion and full year 2026 adjusted operating EBITDA to be in the range of $2.05 billion to $2.15 billion. Full year guidance includes three months of our Soy Crush, Concentrates, and Lecithin business results with the divestiture assumed to close on March 31, 2026. The Company expects comparable currency neutral sales growth to be between 1% to 4%. Comparable currency neutral adjusted operating EBITDA is expected to grow at a faster rate than sales, growing 3% to 8% year-over-year. Based on recent market foreign exchange rates, the Company expects that foreign exchange will have an approximately 1% positive impact to sales growth and have no impact on adjusted operating EBITDA growth in 2026. The Company also expects that divestitures will have an approximately 5% adverse impact to both sales and adjusted operating EBITDA growth in 2026. More on International Flavors & Fragrances International Flavors & Fragrances: Scent Of Turnaround Not Strong Enough Yet -- Sell International Flavors & Fragrances Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on International Flavors & Fragrances Historical earnings data for International Flavors & Fragrances Dividend scorecard for International Flavors & Fragrances

Amazon owns more than 5% of Beta Technologies’ stock. Amazon invested in 2021 out of its Climate Pledge Fund.

格隆汇2月12日｜美联储哈玛克：劳动力市场总体稳定，最新数据也支持这一观点。

Rayonier press release ( RYN ): Q4 GAAP EPS of $0.16 beats by $0.05 . Revenue of $117.5M (-81.9% Y/Y) beats by $8.28M . More on Rayonier Rayonier Proves Money Can Grow On Trees, With Potential Merger In Spotlight Rayonier, PotlatchDeltic shareholders approve merger Seeking Alpha’s Quant Rating on Rayonier Historical earnings data for Rayonier Dividend scorecard for Rayonier

JHVEPhoto/iStock Editorial via Getty Images Baker Hughes ( BKR ) is exploring a potential sale of its Waygate Technologies unit, in a deal that could fetch $1.5B, Bloomberg reported Wednesday. Waygate, based in Germany, makes radiographic testing systems, industrial CT scanners, remote visual inspection machines, and ultrasonic testing devices, operating in more than 80 countries; the company has been under its current ownership since 2017, when General Electric combined its oil and gas division with Baker Hughes. The company would be seeking to sell the non-core asset after agreeing last year to buy industrial equipment maker Chart Industries for ~$9.6B in one of its biggest-ever acquisitions; CEO Lorenzo Simonelli said last year that Baker Hughes ( BKR ) had launched a “comprehensive evaluation” of its capital allocation focus following the Chart deal to boost shareholder value. More on Baker Hughes Baker Hughes Q4 2025 Earnings Call Presentation Baker Hughes: Valuation Is Full Given Oilfield Service Headwinds (Downgrade) Baker Hughes: Why I'm Still Not Buying Despite Strong LNG And Data Center Exposure

Seeking Alpha (Seeking Alpha) More on McDonald's McDonald's: Getting Ready For The Next Cash Flow Test McDonald's: The Risk Of A Fast-Food Pricing War Is Increasing Significantly McDonald's: A Sleeping Giant That Isn't Waking Up Yet McDonald's gains after seeing comparable sales pop in Q4 McDonald's Q4 earnings on deck: What to expect

格隆汇2月12日｜美联储哈玛克：失业率似乎正在企稳。

Feb 11 (Reuters) - Artificial intelligence company Anthropic (ANTH.PVT) on Wednesday announced initiatives to limit the impact of data centers on consumer ‌energy prices amid increased investment in power-hungry infrastructure necessary for ‌AI tech. Anthropic will cover all grid upgrade costs needed to connect its data centers ​by increasing its monthly electricity charges, thereby preventing them from being passed on to consumers, the company said. While Big Tech and political leaders across the U.S. are urging a rapid expansion of data-center capacity and new ‌power production to keep ⁠the country competitive in AI, local communities are voicing concerns. Americans are worried about how these power-hungry facilities might ⁠impact their utility bills and the use of land, water and other natural resources in the region. Anthropic said it will bring new power generation ​and add ​grid capacity to meet its data ​centers' electricity needs, rather than ‌buying credits or contracting for existing capacity. Where new power generation isn't online, the company will work with utilities and external experts to estimate and offset demand-driven price effects from its data centers, Anthropic added. These measures are similar to Microsoft's (MSFT) efforts introduced last month, when the cloud ‌giant said it would pay utility ​rates high enough to cover its power ​costs and work with local ​utilities to expand supply when needed for its data ‌centers. Anthropic said on Wednesday it ​is also investing in ​research catered to reducing its data centers' power usage as well as grid optimization tools. The company will also work with local ​leaders on measures ‌such as supporting education programs and working with small businesses. (Reporting ​by Arsheeya Bajwa in Bengaluru and Max A. Cherney in ​San Francisco; Editing by Vijay Kishore)

格隆汇2月12日｜美联储哈玛克：消费者支出在高收入群体带动下保持坚挺。

格隆汇2月12日｜思科(CSCO.O)作为全球最大的计算机网络及互联网设备制造商，发布了乐观的当季业绩预测。这表明该公司正吸引大量构建人工智能系统的客户。公司在声明中表示，截至4月的这一财季，营收预计将达到154亿至156亿美元，这一数字超过了华尔街152亿美元的平均预期。思科一直在调整其芯片和网络设备，以处理人工智能数据中心所需的海量信息。分析师Woo Jin Ho表示：“人工智能仍然是强劲的销售增量驱动力。大型数据中心运营商正在继续扩大人工智能基础设施的部署，从而推动了对更高容量网络的需求。”去年，思科股价上涨了30%。

格隆汇2月12日｜美联储理事米兰：1月份的就业数据并不意味着不能降息。

The Washoe Tribe has purchased more than 10,000 acres of land near Lake Tahoe for conservation in one of the largest tribal land returns in California history. The sprawling property, located 20 miles north of Reno, Nevada, stretches from the Great Basin through the Sierra Nevada and encompasses sagebrush scrublands and juniper and pine forests. It marks a key development for the tribe, which was forcibly removed from its lands and saw its individual allotments stolen, said the tribe’s chairperson, Serrell Smokey. “We were told we could no longer use the land for resources or ceremony. Since that time, the land has been calling us back, and we are answering that call,” Smokey said in a statement. “This land purchase is good medicine for our people. This is a small start to healing from generations of historical trauma, and the benefits will go on for many generations to come.” Today there are about 1,500 enrolled members of the Washoe, largely split between California and Nevada. The tribe has named the property, previously known as Loyalton Ranch, the Wélmelti Preserve. It worked with the Northern Sierra Partnership and the Feather River Land Trust on the project and ultimately used a $5.5m grant from the California Wildlife Conservation Board as well as private donations to support the purchase, according to a statement. The property cost $6m, and additional funding was set aside for planning and assessments and to start an endowment to support the tribe in its long-term management of the land. The sale of the property is another milestone for the Land Back movement in California, which has seen tens of thousands of acres returned to tribes that occupied the land for millennia before European colonization. Last June, the Yurok Tribe acquired about 47,000 acres near the lower Klamath River as part of the largest such deal in state history. The Tule River Tribe regained 14,672 acres of its ancestral land in Tulare county in 2024. The Washoe’s recent acquisition will...

格隆汇2月12日｜美联储哈玛克：通胀仍然“过高”。

LightPath Technologies press release ( LPTH ): Q2 GAAP EPS of -$0.20 misses by $0.16 . Revenue of $16.4M (+121.0% Y/Y) beats by $1.44M . Acquired the assets of Amorphous Materials, Inc. ("AMI") in January 2026, an industrial manufacturer with complementary Chalcogenide glass melting technologies for large diameter optics. Received a $4.8 million purchase order from an existing customer related to the supply of advanced IR camera systems for public safety applications for delivery in the Company's 2026 fiscal year. Appointed former Luminar manufacturing executive Israel Piergiovanni as Vice President of Manufacturing to scale production across LightPath's domestic and international footprint. Appointed defense industry executive Mark Caylor , former President of Northrop Grumman's Mission Systems Sector, to the Board of Directors bringing extensive defense industry expertise as LightPath evolves into a mission-critical optics supplier of choice to allied militaries. More on LightPath Technologies LightPath Technologies: A Lot Of Promise, But The Sector Seems Overpriced LightPath Technologies Q2 2026 Earnings Preview LightPath Technologies acquires Amorphous Materials for $7M Seeking Alpha’s Quant Rating on LightPath Technologies Historical earnings data for LightPath Technologies

(RTTNews) - Rollins, Inc. (ROL) announced a profit for its fourth quarter that Increases, from the same period last year The company's bottom line totaled $832.169 million, or $0.24 per share. This compares with $105.675 million, or $0.22 per share, last year. Excluding items, Rollins, Inc. reported adjusted earnings of $121.136 million or $0.25 per share for the period. The company's revenue for the period rose 9.7% to $912.913 million from $832.169 million last year. Rollins, Inc. earnings at a glance (GAAP) : -Earnings: $832.169 Mln. vs. $105.675 Mln. last year. -EPS: $0.24 vs. $0.22 last year. -Revenue: $912.913 Mln vs. $832.169 Mln 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.