Broadcom Inc. (AVGO) closed the most recent trading day at $340.44, moving -1.02% from the previous trading session. The stock's performance was behind the S&P 500's daily loss of 0.33%. Meanwhile, the Dow gained 0.1%, and the Nasdaq, a tech-heavy index, lost 0.59%. The stock of chipmaker has fallen by 2.35% in the past month, lagging the Computer and Technology sector's loss of 1.09% and the S&P 500's loss of 0%. The upcoming earnings release of Broadcom Inc. will be of great interest to investors. The company's earnings report is expected on March 4, 2026. The company is predicted to post an EPS of $2.03, indicating a 26.88% growth compared to the equivalent quarter last year. At the same time, our most recent consensus estimate is projecting a revenue of $19.27 billion, reflecting a 29.16% rise from the equivalent quarter last year. For the annual period, the Zacks Consensus Estimates anticipate earnings of $10.22 per share and a revenue of $94.95 billion, signifying shifts of +49.85% and +48.62%, respectively, from the last year. It's also important for investors to be aware of any recent modifications to analyst estimates for Broadcom Inc. These revisions help to show the ever-changing nature of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook. Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system. The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 1.59% upward. Currently, Broadcom Inc. is carrying a Zacks Rank of #1 (Strong Buy). Looking at its valuation, Broa...

Palantir, Airbus Extend Collaboration Under Multi-Year Deal marketscreener.com

Broadcom Inc. (AVGO) Dips More Than Broader Market: What You Should Know Yahoo Finance

In the latest close session, Oracle (ORCL) was up +2.08% at $159.85. This move outpaced the S&P 500's daily loss of 0.33%. Meanwhile, the Dow experienced a rise of 0.1%, and the technology-dominated Nasdaq saw a decrease of 0.59%. The software maker's shares have seen a decrease of 23.5% over the last month, not keeping up with the Computer and Technology sector's loss of 1.09% and the S&P 500's loss of 0%. The investment community will be paying close attention to the earnings performance of Oracle in its upcoming release. It is anticipated that the company will report an EPS of $1.7, marking a 15.65% rise compared to the same quarter of the previous year. Our most recent consensus estimate is calling for quarterly revenue of $16.89 billion, up 19.54% from the year-ago period. For the full year, the Zacks Consensus Estimates project earnings of $7.46 per share and a revenue of $66.94 billion, demonstrating changes of +23.71% and +16.62%, respectively, from the preceding year. Any recent changes to analyst estimates for Oracle should also be noted by investors. Recent revisions tend to reflect the latest near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability. Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system. Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.68% higher. Oracle is currently a Zacks Rank #3 (Hold). Investors should also note Oracle's current valuation metrics, including its Forward P/E ratio of 21. Its industry sports an average Forward P/E of 18.8, so ...

In the latest close session, Oracle (ORCL) was up +2.08% at $159.85. This move outpaced the S&P 500's daily loss of 0.33%. Meanwhile, the Dow experienced a rise of 0.1%, and the technology-dominated Nasdaq saw a decrease of 0.59%. The software maker's shares have seen a decrease of 23.5% over the last month, not keeping up with the Computer and Technology sector's loss of 1.09% and the S&P 500's loss of 0%. The investment community will be paying close attention to the earnings performance of Oracle in its upcoming release. It is anticipated that the company will report an EPS of $1.7, marking a 15.65% rise compared to the same quarter of the previous year. Our most recent consensus estimate is calling for quarterly revenue of $16.89 billion, up 19.54% from the year-ago period. For the full year, the Zacks Consensus Estimates project earnings of $7.46 per share and a revenue of $66.94 billion, demonstrating changes of +23.71% and +16.62%, respectively, from the preceding year. Any recent changes to analyst estimates for Oracle should also be noted by investors. Recent revisions tend to reflect the latest near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability. Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system. Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.68% higher. Oracle is currently a Zacks Rank #3 (Hold). Investors should also note Oracle's current valuation metrics, including its Forward P/E ratio of 21. Its industry sports an average Forward P/E of 18.8, so ...

Li Auto Inc. Sponsored ADR (LI) ended the recent trading session at $18.89, demonstrating a +2.94% change from the preceding day's closing price. This move outpaced the S&P 500's daily loss of 0.33%. On the other hand, the Dow registered a gain of 0.1%, and the technology-centric Nasdaq decreased by 0.59%. Shares of the company have appreciated by 7.69% over the course of the past month, outperforming the Auto-Tires-Trucks sector's loss of 3.16%, and the S&P 500's loss of 0%. Investors will be eagerly watching for the performance of Li Auto Inc. Sponsored ADR in its upcoming earnings disclosure. On that day, Li Auto Inc. Sponsored ADR is projected to report earnings of $0.05 per share, which would represent a year-over-year decline of 90.38%. Alongside, our most recent consensus estimate is anticipating revenue of $4.24 billion, indicating a 30.16% downward movement from the same quarter last year. For the annual period, the Zacks Consensus Estimates anticipate earnings of $0.14 per share and a revenue of $16.15 billion, signifying shifts of -89.86% and -19.6%, respectively, from the last year. Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Li Auto Inc Sponsored ADR. Recent revisions tend to reflect the latest near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability. Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system. Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. As of now, Li Auto Inc. Sponsored ADR hol...

In the latest close session, Oracle (ORCL) was up +2.08% at $159.85. This move outpaced the S&P 500's daily loss of 0.33%. Meanwhile, the Dow experienced a rise of 0.1%, and the technology-dominated Nasdaq saw a decrease of 0.59%. The software maker's shares have seen a decrease of 23.5% over the last month, not keeping up with the Computer and Technology sector's loss of 1.09% and the S&P 500's loss of 0%. The investment community will be paying close attention to the earnings performance of Oracle in its upcoming release. It is anticipated that the company will report an EPS of $1.7, marking a 15.65% rise compared to the same quarter of the previous year. Our most recent consensus estimate is calling for quarterly revenue of $16.89 billion, up 19.54% from the year-ago period. For the full year, the Zacks Consensus Estimates project earnings of $7.46 per share and a revenue of $66.94 billion, demonstrating changes of +23.71% and +16.62%, respectively, from the preceding year. Any recent changes to analyst estimates for Oracle should also be noted by investors. Recent revisions tend to reflect the latest near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability. Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system. Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.68% higher. Oracle is currently a Zacks Rank #3 (Hold). Investors should also note Oracle's current valuation metrics, including its Forward P/E ratio of 21. Its industry sports an average Forward P/E of 18.8, so ...

近期美國總統特朗普的一系列外交及貿易舉措，包括軍事干預委內瑞拉、對多國發動關稅戰、施壓印度棄購俄油等，引發國際媒體廣泛評論。多間國際媒體的分析指向一個核心問題：特朗普政府是否正以一種更具侵略性且不循常規的方式，重塑國際秩序與資本主義的運作模式。 「狂人理論」的雙刃劍：不可預測性成最大資產與負債 對於特朗普慣用的關稅威脅與不可預測的談判策略，《華盛頓郵報》 社論版分析了其效力的侷限。社論指出，特朗普認為其反覆無常的特質是一種優勢，這其中存在「狂人理論」的外交邏輯，不可預測性可以成為力量的倍增器。其實這同時也是他「最大的負債」。文章以印度為例，指出特朗普聲稱莫迪已同意停止購買俄羅斯石油，但印度並未證實，克里姆林宮也稱未獲通知。這種「先宣布後無下文」的模式多次出現，例如對丹麥（格陵蘭）和南韓的關稅威脅。社論認為，這種狂熱式威脅，再伴隨著沒有實際行動的表現，開始反映了美國力量的極限，他人亦學會了適應或相應出牌。 以「霸凌者規則」取代國際法？ 半島電視台刊出英國非政府組織「全球正義現在」主任尼克·迪爾登的評論文章，指出特朗普在達沃斯論壇的表現及其一系列行動，標誌著一種新興的資本主義模式正在形成，其基礎「較少建立在市場規則上，而更多建立在直接的國家脅迫和地緣政治競爭上」。迪爾登將此與上世紀的歷史類比，指出特朗普利用經濟或軍事手段達到目的，明確運用國家權力來助長歷史上最大型企業的財富，將國家補貼和公共保護提升到前所未有的水平。他形容特朗普的計劃是建立一個「國際法完全被霸凌者規則所取代」的世界，而這是對全球經濟不可持續動態的一種反應。 「流氓帝國主義」抬頭？直接掠奪資源引發憂慮 印度「人民民主組織」網站近日刊載政治評論員普拉巴特·帕特奈克的評論文章，指出特朗普的對外戰略正進入「流氓帝國主義」階段，依靠軍事力量和殘存的經濟實力直接掠奪他國資源和市場。文章認為，特朗普放棄了過去慣用的「文明化」包裝，以明顯的強權邏輯直接追求戰略利益，尤其是控制他國石油等能源。這種策略不僅可能加劇被干預國家的抵抗和地區動盪，亦可能引發其他大國的對抗性措施，衝擊現有國際秩序，削弱多邊機制和國際法的權威。 回應之道：組建「中等強國」聯盟與重寫經濟規則 面對特朗普的政策，國際間也在尋求應對之道。半島電視台的文章引述加拿大總理卡尼在達沃斯的建議，即組建新的「中等強國」聯盟以取代對美國的依賴。但作者迪爾登認為，僅簽...

2 millionaire-maker AI stocks to buy in February MSN

Broadcom Inc. (AVGO) closed the most recent trading day at $340.44, moving -1.02% from the previous trading session. The stock's performance was behind the S&P 500's daily loss of 0.33%. Meanwhile, the Dow gained 0.1%, and the Nasdaq, a tech-heavy index, lost 0.59%. The stock of chipmaker has fallen by 2.35% in the past month, lagging the Computer and Technology sector's loss of 1.09% and the S&P 500's loss of 0%. The upcoming earnings release of Broadcom Inc. will be of great interest to investors. The company's earnings report is expected on March 4, 2026. The company is predicted to post an EPS of $2.03, indicating a 26.88% growth compared to the equivalent quarter last year. At the same time, our most recent consensus estimate is projecting a revenue of $19.27 billion, reflecting a 29.16% rise from the equivalent quarter last year. For the annual period, the Zacks Consensus Estimates anticipate earnings of $10.22 per share and a revenue of $94.95 billion, signifying shifts of +49.85% and +48.62%, respectively, from the last year. It's also important for investors to be aware of any recent modifications to analyst estimates for Broadcom Inc. These revisions help to show the ever-changing nature of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook. Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system. The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 1.59% upward. Currently, Broadcom Inc. is carrying a Zacks Rank of #1 (Strong Buy). Looking at its valuation, Broa...

(RTTNews) - Tesla announced the departure of Raj Jegannathan, a 13-year veteran of the electric vehicle manufacturer. Jegannathan most recently served as the Vice President of Information Technology, AI Infrastructure, Business Applications, and Information Security. In a LinkedIn post, Jegannathan described his time at Tesla as "one of continuous evolution," but did not provide details about his next steps or the reasons for his exit. Last year, Jegannathan took on an expanded role leading Tesla's sales team after the dismissal of Troy Jones, the company's former North America sales chief. The leadership change comes as Tesla navigates a critical phase. The company reported a 3% drop in revenue for 2025, the first annual decline in its history, and faces mounting pressure to reinvigorate electric vehicle demand. Tesla is also under scrutiny to deliver on long-standing promises around fully autonomous driving systems and vehicles capable of operating without a human driver. Tesla did not immediately respond to requests for comment, nor did Jegannathan elaborate further on his departure. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Palantir continues its remarkable growth run. Palantir Technologies (PLTR 2.34%) yet again demonstrated why it is one of the top artificial intelligence (AI) stocks when it reported its Q4 2025 results, climbing on the news. While the stock has traded down thus far in 2026, it is up more than 30% over the past year. Let's take a closer look at the company's results to see if the stock's momentum can continue or whether it's too late to buy. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( -2.34 %) $ -3.34 Current Price $ 139.57 Key Data Points Market Cap $341B Day's Range $ 137.78 - $ 145.54 52wk Range $ 66.12 - $ 207.52 Volume 1.7M Avg Vol 46M Gross Margin 82.37 % A blowout quarter For the 10th straight quarter, Palantir's quarterly revenue growth accelerated, as the company continues to deliver some of the best growth in the AI space. During this period, its year-over-year growth went from 13% in 2023's Q2 to 70% last quarter. Its Q4 revenue of $1.41 billion also easily surpassed management's prior guidance for revenue of between $1.327 billion and $1.331 billion. Adjusted earnings per share, meanwhile, rose from $0.14 to $0.25. Metric Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Revenue growth 13% 17% 20% 21% 27% 30% 36% 39% 48% 63% 70% U.S. commercial revenue once again led the way, as customers continue to rapidly adopt and expand their use of its Artificial Intelligence Platform (AIP). U.S. commercial revenue skyrocketed 137% to $507 million in the quarter, while U.S. commercial remaining deal value surged 145% to $4.38 billion. Meanwhile, it closed U.S. commercial deals worth $1.34 billion in total contract value in the quarter, a 67% year-over-year increase. Net revenue retention -- which measures revenue growth from existing customers that have been with the company for more than a year -- was an astounding 139%, demonstrating how existing customers are quickly expanding with Palantir. Meanwhile, it also...

Key Points Palantir turned in fabulous Q4 results, with its revenue growth once again accelerating. The company has become the premier AI stock not in the infrastructure space. While the stock is not cheap, it has the potential to grow into its valuation. 10 stocks we like better than Palantir Technologies › Palantir Technologies (NASDAQ: PLTR) yet again demonstrated why it is one of the top artificial intelligence (AI) stocks when it reported its Q4 2025 results, climbing on the news. While the stock has traded down thus far in 2026, it is up more than 30% over the past year. Let's take a closer look at the company's results to see if the stock's momentum can continue or whether it's too late to buy. 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 » A blowout quarter For the 10th straight quarter, Palantir's quarterly revenue growth accelerated, as the company continues to deliver some of the best growth in the AI space. During this period, its year-over-year growth went from 13% in 2023's Q2 to 70% last quarter. Its Q4 revenue of $1.41 billion also easily surpassed management's prior guidance for revenue of between $1.327 billion and $1.331 billion. Adjusted earnings per share, meanwhile, rose from $0.14 to $0.25. Metric Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Revenue growth 13% 17% 20% 21% 27% 30% 36% 39% 48% 63% 70% U.S. commercial revenue once again led the way, as customers continue to rapidly adopt and expand their use of its Artificial Intelligence Platform (AIP). U.S. commercial revenue skyrocketed 137% to $507 million in the quarter, while U.S. commercial remaining deal value surged 145% to $4.38 billion. Meanwhile, it closed U.S. commercial deals worth $1.34 billion in total contract value in the quarter, a 67% year-over-year increase. Net revenue retention -- which measures revenue growth ...

Palantir Shares Pop as Strong Growth Continues. Is It Too Late to Buy the Stock? Nasdaq

Gracy Chen, CEO of crypto exchange Bitget, joins "Bloomberg Crypto" to discuss the recent volatility in digital asset prices. She talks with Bloomberg's Scarlet Fu and Tim Stenovec about bitcoin prices and institutional's positioning in digital assets. (Source: Bloomberg)

Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Daniel Perez President — James Pursley Chief Financial Officer — James Budge Head of Investor Relations — Bianca Buck Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $171 million in Q4, representing 46% year-over-year growth, with full-year revenue of $588 million marking 51% annual growth; both results exceeded prior guidance. -- $171 million in Q4, representing 46% year-over-year growth, with full-year revenue of $588 million marking 51% annual growth; both results exceeded prior guidance. Calculated Billings -- Last twelve months calculated billings reached $671 million in Q4, up 44% year over year. -- Last twelve months calculated billings reached $671 million in Q4, up 44% year over year. Gross Margin -- Achieved 85% in Q4 and 83% for the full year, reflecting improvements enabled by AI-powered care, with partial offset from increased Enso deployments. -- Achieved 85% in Q4 and 83% for the full year, reflecting improvements enabled by AI-powered care, with partial offset from increased Enso deployments. Operating Margin -- Q4 operating margin was 28% and full year was 20%, improving from 18% and negative 7% in the prior-year respective periods. -- Q4 operating margin was 28% and full year was 20%, improving from 18% and negative 7% in the prior-year respective periods. Free Cash Flow -- Generated $62 million in Q4 and $180 million for the year, resulting in a 36% Q4 free cash flow margin and a 31% full-year margin. -- Generated $62 million in Q4 and $180 million for the year, resulting in a 36% Q4 free cash flow margin and a 31% full-year margin. Rule of 40 -- Performance was 82 in Q4 and 81 for the full year, more than double the industry benchmark. -- Performance was 82 in Q4 and 81 for the full year, more than double the industry benchmark. Contracted Lives -- Ended 2025 with approximately 24.6 million contra...

Lemon_tm/iStock via Getty Images Q4 2025 Earnings ON Semiconductor Corporation aka Onsemi ( ON ), reported its Q4 '25 results after the bell on Monday. The company reported adjusted EPS of $0.64 per share on sales of $1.53B, missing top-line expectations slightly, which sat at $1.54B. Management is guiding Q1 '26 sales to be flat to down 6% sequentially, in the range of $1.44B to $1.54B, below estimates of $1.5B. The stock initially dropped from around $66 per share to $59 on the results before recovering and is up about 3% in intraday trading on Tuesday. So, where does ON stand heading further into 2026? Onsemi 4Q25 ON’s story remains closely tied to the automotive market, accounting for 51% of total sales this quarter. Auto sales grew only 1% Q/Q this quarter to $798M, signaling the existence of a cyclical recovery, albeit in a mixed demand environment with growth slowing down in comparison to last quarter, which saw auto sales recover 7% Q/Q. Industrial sales were up 4% Q/Q to $422M and saw Y/Y growth for the first time in over six quarters. Sales from other categories were down 14% sequentially due to softer demand. ON’s AI data center sales fall within that other category and surpassed $250M in revenue during FY2025, which amounts to 4% of the total $6B sales reported for FY2025. While management pushed forward the narrative of exposure to the AI data center market, we caution investors about being overly optimistic about ON benefiting materially from this, considering that it remains a relatively minor part of revenue, unlike other analog players that have more anchored AI data center exposure, like Monolithic Power Systems ( MPWR ). The case in point is that AI data center sales are classified in that other category rather than reported as a market of their own. The quarter's results were mixed, at best, and guidance didn’t inspire optimism. Management is expecting auto sales to be flat into Q1 '26 and industrial sales to decline in the low double-digit range...

Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 4:30 p.m. ET Call participants Executive Vice President, Chief Financial Officer & Treasurer — Stephen Cootey Chairman & Chief Executive Officer — Frank J. Fertitta III Vice Chairman — Lorenzo J. Fertitta President — Scott Kreeger Takeaways Las Vegas Net Revenue (fiscal fourth quarter ended Dec. 31, 2025) -- $505 million, up 2.5%, setting a new quarterly record for this segment. -- $505 million, up 2.5%, setting a new quarterly record for this segment. Las Vegas Adjusted EBITDA (fiscal fourth quarter ended Dec. 31, 2025) -- $231 million, up 3.2%, representing a ninth consecutive record quarter. -- $231 million, up 3.2%, representing a ninth consecutive record quarter. Las Vegas Adjusted EBITDA Margin (fiscal fourth quarter ended Dec. 31, 2025) -- 45.8%, up 32 basis points, at near-record margin levels. -- 45.8%, up 32 basis points, at near-record margin levels. Consolidated Net Revenue (fiscal fourth quarter ended Dec. 31, 2025) -- $511.8 million, up 3.2%, which includes $3.7 million from the North Fork project. -- $511.8 million, up 3.2%, which includes $3.7 million from the North Fork project. Consolidated Adjusted EBITDA (fiscal fourth quarter ended Dec. 31, 2025) -- $213 million, up 5.4%, including $3.7 million from North Fork. -- $213 million, up 5.4%, including $3.7 million from North Fork. Consolidated Adjusted EBITDA Margin (fiscal fourth quarter ended Dec. 31, 2025) -- 41.7%, up 84 basis points, showing margin expansion. -- 41.7%, up 84 basis points, showing margin expansion. Las Vegas Net Revenue (fiscal year ended Dec. 31, 2025) -- Just under $2 billion, up 2.9%, marking an all-time high. -- Just under $2 billion, up 2.9%, marking an all-time high. Las Vegas Adjusted EBITDA (fiscal year ended Dec. 31, 2025) -- $915.9 million, up 4.2%, achieving a record for the segment. -- $915.9 million, up 4.2%, achieving a record for the segment. Las Vegas Adjusted EBITDA Margin (fiscal year ended Dec. 31, 2025) ...

Michael M. Santiago/Getty Images News Massive Short Bets Against Tech Here is what's going on: hedge funds have been making massive short bets against tech , specifically against the software stocks. In fact, Bloomberg reports that Goldman Sachs data shows that this is the record short bet against tech by hedge funds: Last week’s notional shorting of single stocks reached the highest level since 2016. The bank’s prime brokerage team said short sales outpaced purchases by roughly two-to-one from January 30 to February 5. This is a fundamentally based trade. Software stocks are viewed as major collateral damage from the AI advancement, and this "AI disruption" theme has a long duration, meaning the selloff will likely continue. In a sense, the selloff in software stocks is a part of the broader AI bubble burst theme. Currently, investors are picking the winners and the losers, and it seems like there will be lots of losers in the tech sectors, and we can't tell yet who the winner will be. Is Alphabet ( GOOG ) the winner? If yes, "the winner" needs to issue century bonds to "finance the victory" - and that's not a good sign. The point is the AI bubble burst is likely unfolding, and hedge funds are betting accordingly. The "Dead Cat" Bounce Technically, the tech-heavy Nasdaq 100 ( QQQ ) has breached the key support at 100 dma (black line), but then it sharply bounced back to the 100 dma, which is now the key resistance. Yahoo Why the bounce? The bounce was likely a short covering rally, given the massive short positions. Note the action in iShares Expanded Tech-Software Sector ETF ( IGV ) - a massive volume at the selloff bottom last week and then a bounce also on heavy volume. The short-covering bounce was likely triggered by an upgrade in Oracle ( ORCL ), and Oracle is the third-largest holding of IGV, almost 8% of the weight. Yahoo Thus, it seems like the technical bounce to the resistance was a "dead cat" bounce, meaning a short covering rally, likely to end soon as...

港鐵指由於有物件阻礙路軌，港島綫灣仔站附近列車服務暫停。 港鐵人員將會進行緊急檢查及跟進工作，請乘客為行程預留充裕時間及考慮使用其他替代路線。

The College Calculation Has Flipped Authored by Jeffrey A. Tucker via The Epoch Times (emphasis ours), Buried in new data from the Bureau of Labor Statistics (BLS) is a bearish sign for a college education , the first time we’ve seen this in 50 years. Trade workers without a college education are gaining new advantages in employment stability and even in earnings. On paper, a college degree still earns more but that edge is slipping too. W. Scott McGill/Shutterstock The Cleveland Fed explains : “For decades, college graduates have typically faced lower unemployment rates, found jobs faster, and experienced more stable employment than high school graduates without college experience. Combined with higher expected wages, these advantages reinforced higher education as a pathway to economic security. However, some of the long-standing job market advantages offered by having a college degree may be eroding .” The BLS data is extremely revealing. The unemployment rate for people with no college education has dropped dramatically to 4.0 percent, while those with some college rose just as dramatically to 3.8 percent. The trend line here is what is instructive. The obvious edge from holding a college degree seems to be slipping while those without such a degree are gaining steam. This is the first time we’ve seen this trend in half a century. The income advantages are still there for a college education but even here, we are seeing a generational shift. The pace at which income is rising for those who choose trades has more upward energy than those without. The gap is there but narrowing. The Washington Post explains : “The unemployment gap between workers with bachelor’s degrees and those with occupational associate’s degrees—such as plumbers, electricians and pipe fitters—flipped in 2025, leaving trade workers with a slight edge for six months out of the past year, according to the Bureau of Labor Statistics. It’s the first time trade workers have had a leg up since the B...

Stocks in Asia were poised to advance to a fresh record on Wednesday, while Treasuries climbed after weak retail sales bolstered the case for the Federal Reserve to lower rates this year. Equity futures indicated gains in Sydney and Hong Kong after a gauge of Asian stocks hit another high on Tuesday, while Tokyo is closed for a holiday. The S&P 500 slipped 0.3% amid weakness in several tech names, though remained near the record reached last month. Ten-year Treasury yields dropped to the lowest in about a month, with money markets seeing slightly higher odds of three Fed cuts this year — with two already fully priced in. US retail sales unexpectedly stalled in December, suggesting consumers provided less firepower for the economy as the year drew to a close. Traders are now gearing up for the key jobs report due Wednesday in the US. “It appears that there was less momentum behind the consumer in the final months of 2025 than previously assumed — a less encouraging departure point for growth estimates in 2026,” said Vail Hartman at BMO Capital Markets. This report “isn’t a disaster,” but it isn’t a constructive signal either, especially with lingering labor-market concerns and continued volatility across several asset classes, according to Bret Kenwell at eToro. The jobs report “will be key,” Kenwell said. “A weak print could push sentiment further toward risk-off if growth worries start to build, but a solid print may ease some of those concerns.” Economists predict a 65,000 rise in January payrolls. Such an outcome would be the best in four months. The unemployment rate is seen holding at 4.4%. There will be an annual revision to the jobs count — which is expected to reveal a markdown in the year through March 2025. The yield on 10-year Treasuries slid six basis points to 4.14%. The dollar wavered, while the yen led Group-of-10 gains versus the greenback. Bitcoin dropped below $70,000. The value of retail purchases, unadjusted for inflation, was little changed afte...

JasonDoiy The US FDA has approved Merck's oncologic Keytruda (pembrolizumab) to treat platinum-resistant epithelial ovarian, fallopian tube, or primary peritoneal carcinoma whose tumors express PD-L1. Keytruda in these indications is to be given with paclitaxel, and with or without Avastin (bevacizumab). Approval was based on the progression-free and overall survival results of the KEYNOTE-B96 trial. The FDA also approved Agilent Technologies' ( A ) PD-L1 IHC 22C3 pharmDx companion diagnostic to identify patients with these cancers who might benefit from Keytruda therapy. More on Merck Merck: The Spike Doesn't Make It Overvalued Merck: A Buy For 2026, But The Clock Is Still Ticking From Bargain To Balancing Act: Merck's Next Test Begins (Rating Downgrade) SA analyst upgrades/downgrades: TSLA, MRK, CRWD, STLA Insider trades: Merck, Intel, Micron among notable names

格隆汇2月11日｜周二（2月10日）纽约尾盘（周三北京时间05:59），离岸人民币（CNH）兑美元报6.9121元，较周一纽约尾盘涨31点，日内整体交投于6.9186-6.9049元区间。

As the Asian markets navigate through a landscape marked by global economic uncertainties and investor caution, particularly around technology stocks, attention is increasingly turning to growth companies with strong fundamentals. In this context, high insider ownership can be an attractive feature for investors seeking alignment of interests and potential resilience in volatile times. Top 10 Growth Companies With High Insider Ownership In Asia Name Insider Ownership Earnings Growth UTI (KOSDAQ:A179900) 24.7% 120.7% Seers Technology (KOSDAQ:A458870) 32% 80% Novoray (SHSE:688300) 23.6% 31.4% Modetour Network (KOSDAQ:A080160) 12.3% 41.8% Loadstar Capital K.K (TSE:3482) 31% 23.6% Laopu Gold (SEHK:6181) 34.7% 34.7% J&V Energy Technology (TWSE:6869) 17.9% 27.1% Guangzhou Tinci Materials Technology (SZSE:002709) 39.1% 83.3% Gold Circuit Electronics (TWSE:2368) 31.3% 39.1% Fulin Precision (SZSE:300432) 10.6% 80% Click here to see the full list of 580 stocks from our Fast Growing Asian Companies With High Insider Ownership screener. Let's take a closer look at a couple of our picks from the screened companies. Simply Wall St Growth Rating: ★★★★★★ Overview: Akeso, Inc. is a biopharmaceutical company involved in the research, development, manufacture, and commercialization of antibody drugs globally, with a market cap of HK$97.36 billion. Operations: The company's revenue segment is derived from the research, development, production, and sale of biopharmaceutical products, totaling CN¥2.51 billion. Insider Ownership: 18.1% Akeso, a biopharmaceutical firm with significant insider ownership, is advancing its innovative drug pipeline across oncology and autoimmune diseases. Recent breakthroughs include ivonescimab's multiple Breakthrough Therapy Designations in China and the acceptance of gumokimab's sNDA for ankylosing spondylitis. Akeso's revenue is projected to grow at 30.2% annually, surpassing market expectations, while earnings are expected to increase by 44.21% per year. ...

AAPL Stock Today: China iPhone rebound drives $25.5B Q1 sales — February 10 Meyka

随着春节假期临近，近期A股市场成交缩量，部分资金从前期火热的科技成长板块流向消费、蓝筹等防御性板块。本周，第三方机构进行的最新问卷调查显示，超过六成私募表示将选择重仓或满仓（仓位大于八成）过节。此外，接受问卷调查的私募机构在春节假期的平均测算仓位达75.68%，进一步透露出专业投资者对A股后市的积极预期。

格隆汇2月11日｜谷歌母公司Alphabet继周一发行200亿美元的美元债之后，紧接着发行了英镑和瑞郎计价的债券，并且都打破两大市场的纪录，预料合共集资320亿美元。据彭博整理的数据，英镑债券包含一笔极为罕见的100年期票据，是自科网泡沫时代以来，科技公司首次发售此类极端长年期的债务。 消息称，市场对Alphabet这批债券的需求极高，其中，美元债获得超过1000亿美元的认购，年期最长达到40年，将于2066年到期。

PulteGroup ( PHM ) said on Tuesday said that it has priced an underwritten public offering of $800 million in senior unsecured notes. The offering consists of $400 million of 4.25% senior notes due March 1, 2031, and $400 million of 4.90% senior notes due March 1, 2036. The notes are expected to close on or about February 20, subject to customary conditions. PulteGroup said it plans to use the proceeds to repay at maturity its 5.50% senior notes due March 2026 and to redeem in full its 5.00% senior notes due January 2027, with any remaining proceeds used for general corporate purposes. PHM -0.0% after hours to $137.33. Source: Press Release More on PulteGroup PulteGroup: Earnings Durability And Buybacks Amid Housing Headwinds PulteGroup, Inc. (PHM) Q4 2025 Earnings Call Transcript PulteGroup, Inc. 2025 Q4 - Results - Earnings Call Presentation Homebuilder stocks slide on report Trump administration weighs antitrust action Homebuilder stocks jump amid report on 'Trump Homes' plan

ARC Resources ( AETUF ) on Tuesday announced an offering of C$950 million aggregate principal amount of senior unsecured notes, consisting of C$400 million aggregate principal amount of 3.349% Senior Unsecured Notes, Series 5 due 2029, and C$550 million aggregate principal amount of 4.104% Senior Unsecured Notes, Series 6 due 2033. The closing of the offering is expected to occur on or about February 25, 2026. ARC intends to use the net proceeds of the offering to fund the redemption of its $450 million aggregate principal amount of 2.354% Series 1 Notes as well as repay the outstanding amounts under ARC's current $500 million term loan. Source: Press Release More on ARC Resources ARC Resources: When The Market And Logic Part Ways ARC Resources Ltd. (ARX:CA) Q4 2025 Earnings Call Transcript ARC Resources: The Growth Plan Remains In Place Seeking Alpha’s Quant Rating on ARC Resources Historical earnings data for ARC Resources