Taiwan is drawing a hard line on U.S. demands to move leading-edge chipmaking stateside, even as Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) pours billions into Arizona and expands abroad for practical growth reasons. The 40% Target Deemed “Impossible” Taiwan’s top tariff negotiator pushed back against U.S. calls to shift a large share of chip production stateside, saying Taiwan cannot relocate 40% of its semiconductor capacity to America. Leading Taiwanese contract chipmaker Taiwan Semiconductor is already investing $165 billion to build fabs in Arizona. In an interview broadcast Sunday on CTS, Vice Premier Cheng Li-chiun said she told Washington that Taiwan’s semiconductor ecosystem—built over decades—cannot be moved, Reuters reported on Monday. “I have made it very clear to the United States that this is impossible,” she said, referring to the 40% target floated by U.S. officials. Don't Miss: Fast Company Calls It a ‘Groundbreaking Step for the Creator Economy' — Investors Can Still Get In at $0.85/Share Deloitte's #1 Fastest-Growing Software Company Lets Users Earn Money Just by Scrolling — Accredited Investors Can Still Get In at $0.50/Share. Cheng stressed that Taiwan’s chip industry will keep expanding at home, even as companies grow their overseas footprint. “Our overall capacity (in Taiwan) will only continue to grow,” she said. “But we can expand our presence in the United States.” Her comments followed remarks from U.S. Commerce Secretary Howard Lutnick, who argued the U.S. must bring semiconductor manufacturing back because it is too concentrated near China. Tariff Deal, Arizona Spending, And Taiwan’s Red Line Taiwan and the U.S. agreed last month to cut tariffs on Taiwanese exports to 15% from 20%. Cheng said Taiwan will not relocate its science parks but is willing to share its experience in building a semiconductor cluster to help the U.S. develop its own. She also said Taiwan’s total chip capacity—including projects under construction ...

'Impossible!': Taiwan Slams The Brakes On US Demands For 40% Chip Shift Yahoo Finance

Amid calls for a national shutdown on 30 January, Anton Kinloch displayed a sign on the sidewalk outside Lone Wolf, his craft cocktail bar and restaurant in Kingston, New York. In large block letters he wrote: “WE LOVE ICE IN DRINKS. WE DON’T LOVE ICE IN REAL LIFE. SOLIDARITY ALWAYS.” Along with his wife and business partner Lisa Dy, he’d made the difficult decision to stay open, electing instead to donate a portion of the night’s proceeds to a local immigrant advocacy group. With frigid temperatures and inclement weather stymying business in the region this winter, he simply could not afford the lost revenue. But he refused to stay silent in the aftermath of the brutal killings of Renee Good and Alex Pretti by Immigration and Customs Enforcement (ICE) Customs and Border Patrol (CBP) agents in Minneapolis. Within hours, Kinloch discovered that the sign had been vandalized and thrown into the middle of the street. Its wooden frame was splintered and the chalkboard surface shattered; it appeared to have been run over by a car several times. Earlier in the day, he’d received at least a half-dozen derogatory messages after posting support for immigrants on social media. “I spoke to other business owners in the area, and they said that they had received similar threats,” he said. “They also saw a decline in their social media followers after speaking out. People were unfollowing them, blocking them, and sending them hate messages.” Since Trump returned to office last year, restaurants and bars across the country have found themselves on the frontlines of aggressive immigration enforcement and intimidation by masked federal agents. According to the American Immigration Council, immigrants comprise 22% of the restaurant industry’s workforce, a figure that exceeds 30% in states with large foreign-born populations like California, New York, and Texas. With threats against immigrants rising, many restaurant owners have been vocal in their opposition to ICE in their communitie...

Rare “holy grail” footage of David Bowie performing Heroes at Earl’s Court in 1978 is to feature in a new immersive show about the singer’s life and creative practice. Extended footage of the performance has been pieced back together by the team behind the new Lightroom exhibition, who had access to new camera angles found on film reels discovered in the artist’s archives. Mark Grimmer, the show’s producer, who was also behind the landmark V&A show David Bowie Is in 2013, said placing the performance of one of the star’s most loved songs in an immersive space – where it can be seen from multiple angles and perspectives at once – will be transformative. He said: “It’s a holy grail; fans haven’t seen it before. The quality of the material is amazing and he was absolutely at the height of his powers. We just had to get out of the way and let the performance speak for itself.” View image in fullscreen The show is narrated by David Bowie himself, whose interviews are used to provide commentary on the different parts of his creative life. Photograph: Justin Sutcliffe View image in fullscreen ‘You feel like you’re joining the crowd back in 1978,’ said David Sabel, Lightroom’s executive producer. Photograph: Justin Sutcliffe The show, You’re Not Alone, which opens in April at the venue in King’s Cross, London, also contains Bowie’s final performance as Ziggy Stardust at the Hammersmith Odeon in 1973. “We were able to get the multiple camera feeds, so while there is an edit out there, we could go back to the source,” said Grimmer. Lightroom’s executive producer, David Sabel, adds that the immersive space – which is a vast “three-storey concrete box” with projections on all four walls and the floor, and a spatial sound system – has been used to put visitors “inside” the performance. “You feel like you’re joining the crowd back in 1978,” he said. “You don’t get a linear experience – you get a more three-dimensional one.” View image in fullscreen David Bowie: You’re Not Alone i...

Alvin Man/iStock Editorial via Getty Images In November, I upgraded Air Canada stock ( AC:CA , ACDVF ) from sell to buy. I previously had downgraded the stock to sell due to labor strikes and labor cost concerns. The labor strike was over rather quickly, but I still believe the downgrade was justified at the time, as we saw that Air Canada underperformed the broader market since that downgrade, offering no risk premium. What does remain is a concern on labor costs, but we note that the stock has climbed 15.4% since my last report, outperforming the S&P 500’s 2.2% gain. In this report, I discuss the earnings expectations for Air Canada in Q4 and discuss some of the risks for Air Canada. Analysts Expect Modest Revenue Growth for Air Canada Seeking Alpha While Air Canada is dealing with a substantial decline in US transborder revenues, analysts still expect Air Canada to book higher revenues. Analysts expect Air Canada to book 2.7% growth in revenues to C$5.55 billion, with estimates ranging from C$5.42 billion to C$6.03 billion. Over the past six months, analysts revised estimates up by 0.8%, while the changes over the past three months and one month are -0.1% and -0.2%. Seeking Alpha Earnings per share are expected to be up roughly 20% to C$0.30, with estimates ranging from C$0.20 to C$0.53. The increase is largely driven by a 13% reduction in the share count and lower fuel costs per gallon. We do note that Air Canada’s track record on revenues and earnings is not a rock-solid one. The company missed estimates on revenues three out of the last 12 quarters and on earnings per share; the company missed expectations six out of the last 12 quarters and reported EPS in line with expectations once and beating five times. The reason why Air Canada misses estimates on EPS quite often is not just possible changes in the operational performance but also because the company does not guide on EPS. Instead, it guides on adjusted EBITDA, which for Wall Street analysts has been har...

格隆汇2月11日｜恒指期货夜盘收涨0.31%，报27260点，高水77点。

Astera Labs Inc options imply 12.3% move in share price post-earnings TipRanks

The following companies are expected to report earnings after hours on 02/10/2026. Visit our Earnings Calendar for a full list of expected earnings releases. Gilead Sciences, Inc. (GILD)is reporting for the quarter ending December 31, 2025. The biomedical (gene) company's consensus earnings per share forecast from the 9 analysts that follow the stock is $1.83. This value represents a 3.68% decrease compared to the same quarter last year. GILD missed the consensus earnings per share in the 1st calendar quarter of 2025 by -0.55%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for GILD is 18.63 vs. an industry ratio of -7.20, implying that they will have a higher earnings growth than their competitors in the same industry. Welltower Inc. (WELL)is reporting for the quarter ending December 31, 2025. The reit company's consensus earnings per share forecast from the 4 analysts that follow the stock is $1.44. This value represents a 27.43% increase compared to the same quarter last year. In the past year WELL has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 3.08%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for WELL is 37.36 vs. an industry ratio of 13.50, implying that they will have a higher earnings growth than their competitors in the same industry. Robinhood Markets, Inc. (HOOD)is reporting for the quarter ending December 31, 2025. The investment bankers company's consensus earnings per share forecast from the 8 analysts that follow the stock is $0.63. This value represents a 16.67% increase compared to the same quarter last year. In the past year HOOD has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 19.61%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for HOOD is 42.64 vs. an industry ratio of 18.00, implying that they will have a higher earnings...

ALTAVISTA, Va., Feb. 10, 2026 (GLOBE NEWSWIRE) -- Net income for Pinnacle Bankshares Corporation (OTCQX:PPBN), the one-bank holding company (the “Company” or “Pinnacle”) for First National Bank (the “Bank”), was $2,829,000, or $1.27 per basic and diluted share, for the fourth quarter of 2025, while net income for the year ended December 31, 2025 was a record high $10,772,000, or $4.85 per basic and diluted share. In comparison, net income was $2,800,000, or $1.27 per basic and diluted share, and $9,178,000 or $4.15 per basic and diluted share, respectively, for the same periods of 2024. Consolidated results for 2025 are unaudited. 2025 Fourth Quarter & Full-Year Highlights Income Statement (Comparisons are to the fourth quarter 2024 and year ended December 31, 2024) Fourth quarter Net Income increased $29,000, or 1%, overall and $808,000, or 40%, excluding 2024 Bank Owned Life Insurance (BOLI) proceeds.* 2025 Net Income increased $1,594,000, or 17%, overall and $2,373,000, or 28%, excluding 2024 BOLI proceeds.* Return on Average Assets was 1.05%. Net Interest Income increased $4.7 million, or 13%, while Net Interest Margin expanded to 4.09%. Provision for Credit Losses was only $308,000 due to lower loan growth and continued strong Asset Quality. Noninterest Income improved 10%, excluding 2024 BOLI proceeds*, primarily due to increased income generated by First National Advisors and higher debit card interchange fees. Noninterest Expense increased 9%, primarily due to higher salaries and benefits and occupancy expense, including software and platforms. Balance Sheet (Comparisons are to December 31, 2024) Total Assets increased $21.2 million, or 2%, due primarily to a $20.4 million increase in Deposits. Outstanding subordinated debt and a promissory note totaling $10 million were paid off due to the Bank’s strengthened capital position. These instruments were set to reprice at higher interest rates. Securities decreased $23.4 million, or 13%, due to maturities, with ...

These payouts are often 1,300% bigger than regular dividends. Costco Wholesale (COST 2.09%) is serious about rewarding shareholders. Since 2004, the retail giant has raised its dividend by 1,200%, easily outstripping the 75% inflation in that period. It's also spent $12.5 billion in share buybacks since 2000, including $903 million in share repurchases over the last fiscal year. Share buybacks are shareholder-friendly because they boost earnings per share by lowering the share count, helping to push stock prices higher. The company typically announces dividend increases in the spring, so its 22nd payout hike is likely just weeks away. But Costco might have a much bigger treat in store for shareholders. Costco could pay a hefty special dividend this year Since 2013, Costco has paid five special dividends. These payouts are unpredictable, but have two things in common. First, they're huge. In January 2024, Costco paid out a special dividend of $15 per share, which was 1,370% larger than the regular dividend that shareholders also received a month later. To give this payout more context, Costco shares closed at $607.92 the day before this special dividend was announced. For shareholders who happened to buy just before the announcement, the special one-time dividend amounted to a one-time yield of 2.4%, or more than double what the average S&P 500 company pays out in two years. Expand NASDAQ : COST Costco Wholesale Today's Change ( -2.09 %) $ -20.82 Current Price $ 976.77 Key Data Points Market Cap $443B Day's Range $ 975.76 - $ 996.98 52wk Range $ 844.06 - $ 1078.23 Volume 36K Avg Vol 2.7M Gross Margin 12.88 % Dividend Yield 0.52 % Costco's other special dividends have also been immense. In 2020, its special dividend was 1,328% greater than the regular quarterly dividend, while 2017's special dividend was 1,300% greater than the regular quarterly dividend that year. In 2015, the special dividend was 1,308% greater than the quarterly payouts that year. As you can see, m...

中芯國際去年Q4淨利 年增逾6成 工商時報

Stellantis NV is looking to exit its US battery joint venture with South Korea’s Samsung SDI Co. as the automaker unwinds electric-vehicle bets and tries to preserve cash after announcing more than €22 billion ($26 billion) in writedowns last week. The owner of the Jeep and Ram brands has been exploring ways to divest from the venture, but no final decision has been made and the situation could change, according to people familiar with the discussions who asked not to be identified commenting on sensitive matters. An exit could be costly for Stellantis and a lengthy process, some of the people said. Stellantis could sell its stake to a third party, one of the people said. “We continue to have ongoing collaborative discussions with Samsung on the future of our StarPlus Energy JV,” Stellantis said in an emailed statement. US-based representatives for Samsung didn’t immediately respond to a request for comment. Stellantis Chief Executive Officer Antonio Filosa is working to stem losses on EV and battery projects that were destined to be money-losers following President Donald Trump ’s moves that undermine plug-in cars. Last week, Stellantis said it would exit a separate JV with partner LG Energy Solution Ltd. in Windsor, Canada. In that transaction, LG bought out Stellantis’ stake for just $100, and the automaker still plans to buy EV batteries from the factory. “The exit from the LG JV in Canada was a surprise and leaves us wondering what the future is for the Indiana JV with Samsung SDI,” HSBC analyst Michael Tyndall wrote in a Feb. 6 note to clients. In Europe, the Stellantis-backed EV battery joint venture Automotive Cells Co. on Saturday confirmed it will halt plans to build battery factories in Germany and Italy and said it is holding talks with unions at its French venture on possible temporary unemployment measures due to ramp-up problems in battery manufacturing. Filosa’s electric pullback means Stellantis will need fewer battery factories in the US and Europe...

NVS260417P00140000 互動股市圖表 | NVS Apr 2026 140.000 put 股市 Yahoo 財經

ismagilov/iStock via Getty Images Market Overview In the fourth quarter of 2025, preferred stocks underperformed the broader equities market. A year-end rally in equity markets was largely driven by strong macroeconomic data and corporate earnings. How The Fund Performed For the quarter, the Virtus InfraCap U.S. Preferred Stock ETF (Fund) returned 1.20% on net asset value (NAV), while the S&P U.S. Preferred Stock Index (Benchmark Index), returned 0.29%. The effect of selection contributed 1.78% to the return, and allocation detracted -0.42%, while leverage and related interest expenses detracted -0.24%. The Fund paid a monthly dividend of $0.17 per share for each month of the quarter. NAV at quarter-end was $21.44, and the Fund had a 30-day SEC yield 1 of 9.13%. This annualized figure reflects the distributions and dividends received during the quarter, after the deduction of Fund expenses. The Fund's relative outperformance was largely impacted by its underweight in insurance preferred stocks, which were hurt by weak earnings reports from large issuers. At the end of the quarter, the Fund's allocation to financials was 33.10%, compared to 54.0% for the Benchmark Index. Our view is that the yield and credit profiles of the sector are attractive to hold through this market cycle. The Fund maintained its overweight to real estate investment trusts (REITs) with a weighting of 18.70% compared to 5.3% for the Benchmark Index. We believe that real estate and certain financial services sectors have better risk-adjusted total return opportunities. The Fund ended the quarter with a leverage of 20.16% of NAV, below the trailing twelve-month average of 23.20%. The Fund expects to pay a monthly dividend of $0.1700 per share, with a focus on maximizing yield-to-call and optimization profits. The use of leverage also contributes to the amount of income available for distribution. Top Contributors Babcock & Wilcox Enterprises Inc. ( BW ) provides power generation equipment. The co...

美国已停止支持国际货币基金组织（IMF）气候相关得贷款项目。在特朗普政府释放优先事项转向信号后，美方对此前曾支持的融资项目投下反对票或弃权票。 根据美国财政部公布、涵盖截至去年9月相关会议的数据，自总统唐纳德·特朗普去年就任以来，IMF执行董事会进行的12次表决中，美国均未支持“韧性与可持续贷款”（RST）项下的新信贷安排或现有信贷安排。 这一新立场体现特朗普反对在环境问题上推进全球共同倡议，其退出《巴黎协定》即为典型例证。这与拜登政府时期的政策截然相反，当时美国曾支持所有RST相关项目，RST于2022年10月设立，目标是帮助较贫困国家应对气候危机。 特朗普的转向颇具分量，因为美国是总部位于华盛顿的IMF最大股东，尽管其16.5%的投票权并不足以赋予其一票否决权。美国财政部发言人未回应置评请求。 RST由较富裕的IMF成员国出资，旨在为长期结构性改革提供贷款，重点关注气候变化和疫情防范。根据IMF数据，已有20多个国家获承诺合计约140亿美元的资金支持。 美国财政部长斯科特·贝森特去年表示，IMF“在气候变化、性别以及社会议题上投入了不成比例的时间和资源”，应当回归其作为经济稳定器的核心职能。 “现任政府认为，基金组织在气候议题上已经用力过猛，而RST正是这一点的集中体现，”在财政部任职近40年、并曾出任美国驻IMF代表的Mark Sobel表示。 IMF今年将对RST进行“全面审查”。Sobel表示，基金组织可能会决定取消该项目，并将气候因素纳入更广泛、更传统的项目之中。 责任编辑：丁文武

natatravel/iStock via Getty Images I last wrote about platinum and palladium and the Sprott Physical Platinum and Palladium Trust ( SPPP ) on Seeking Alpha on September 4, 2025, when I concluded that: Platinum and palladium prices have corrected from the July 2025 highs, which could be the perfect time to consider adding the metals to portfolios. Industrial and precious metals offer significant value compared to gold and silver in the current market environment. Moreover, a lack of liquidity in the PGM futures could lead to a parabolic rally over the coming months. The SPPP ETF owns physical platinum and palladium bullion and does an excellent job tracking the metals’ prices. Nearby NYMEX platinum ( XPTUSD:CUR ) and palladium ( XPDUSD:CUR ) futures were trading at $1,379.50 and $1,145.00 per ounce, respectively, on September 4, with the SPPP ETF at $12.14 per share. Precious metals prices soared, reaching highs in late January before correcting, sending platinum group metals ("PGM") and the S&P SPPP back to levels that could prove attractive. Platinum Prices Rallied To New Highs Before Correcting Platinum has been on a bullish path since the April 2025 low of $878.30 per ounce. Quarterly NYMEX Platinum Futures Chart (Barchart) As the quarterly continuous NYMEX platinum futures chart since the 1960s highlights, the 233% rally took the precious metal from the April 2025 low to a record high of $2,925 on January 26, 2026. After hitting a low of $1,806 on February 6, 2026, April platinum futures recovered and were trading above $2,080 on February 10. Palladium Prices Followed Platinum And The Other Precious Metals Palladium has been on a bullish path since the April 2025 low of $870.50 per ounce. Quarterly NYMEX Palladium Futures Chart (Barchart) The quarterly continuous NYMEX palladium futures chart since the 1970s highlights the 152.2% rally, which took the precious metal from the April 2025 low to a high of $2,195.50 on January 26, 2026. After correcting to a low of ...

At the start of Parliament, 20 MPs are randomly selected to take priority and so their bills are most likely to see progress. Hobhouse is not one of them, meaning her bill will join the back of a long queue.

In the days after Nicolás Maduro was abducted by US special forces, hundreds of journalists from as far away as Japan flocked to Colombia’s border with Venezuela hoping to witness the fallout from one of the most dramatic moments in South America’s recent history. None were granted visas to enter. Those who tried to do so anyway were detained and thrown out. But last weekend a team of reporters was finally allowed to visit Caracas. Not the award-winning correspondents from outlets like CNN, Sky News and the BBC, who were among those left waiting at the border in January, but reporters from Newsmax, a conservative network owned by Donald Trump’s billionaire friend Chris Ruddy. “We are here in the shadow of the great monument to Simón Bolívar, the great liberator … of Latin America. And … now we have a new great liberator, Donald Trump,” Ruddy told his channel’s correspondent as he stood in Caracas’s historic Plaza Bolívar celebrating the US president’s “almost miraculous” overthrowing of Maduro. “Just one military strike: boom! It was done,” the Mar-a-Lago-frequenting media mogul enthused, claiming Venezuelans all across the country were “really excited about what Trump is doing”. On Saturday, the anchor for the Florida-based broadcaster, Rob Schmitt, was even granted an “exclusive” audience with one of Venezuela’s most powerful men, the president of the national assembly, Jorge Rodríguez, who is also the brother of the acting president, Delcy Rodríguez. “In the last 36 days, we have had a very good understanding and relationship working with the government of the United States,” Jorge Rodríguez said in what is thought to be the first such interview since Maduro’s capture. Rodríguez called for a “win-win relationship” and touted some of the world’s biggest reserves of oil, gold and natural gas. “As President Donald Trump has mentioned recently, there’s a lot to be done,” he added, switching to English when asked how Venezuela’s people felt about the arrival of capita...

suesmith2/iStock via Getty Images Despite the myriad concerns around the economy and the markets, equities continue to be quite resilient. One source of stability for stocks is that over 60% of trading volume these days comes from passive investing and is largely on 'autopilot,' barring some major disruption to these flows. Nearly 15 cents of every dollar going into major index funds currently flows to just two stocks, NVIDIA Corporation ( NVDA ) and Alphabet ( GOOG ) . GuruFocus Both of these names sport higher market caps than the annual GDPs of either the U.K. or France, both nations with over 60 million citizens. The Magnificent Seven now makes up roughly a third of the entire market cap of the U.S. equity markets. These are factors behind the huge valuation levels of equity viewed through a historical lens. NASDAQ Price to Sales ratio (Macrotrends) However, projecting when this bull market will end is a fool's errand at this point. This is why 75% of my portfolio allocation remains in covered call holdings in the few stocks I am finding in the current market still sporting reasonable valuations. In today's article, I highlight five fairly esoteric numbers that nonetheless should give prudent investors some pause. #1 - 16 That is the number of AI focused tech firms that aired advertisements during Super Bowl 60 on Sunday. These included offerings from large and well-known names like Amazon ( AMZN ), Alphabet ( GOOG ), and OpenAI ( OPENAI ), as well as newcomers like Base44, Genspark, and Rippling. This is the most expensive advertising market on the planet. Each 30 second spot this year cost between $8 million and $10 million to reach the estimated 130 million Americans that watched the game. Ironically, it appears the most memorable ads were for potato chips and beer . Long time investors might recall that there was a surge in internet focused commercials during the Superbowl in the last vestiges of the Internet Boom including the infamous sock puppet commercia...

Australia defended a detained journalist despite the risks. Britain’s muted response to a media mogul’s harsh sentence suggests a narrowing view of what confrontation is worth If the sentence handed to the media mogul Jimmy Lai was meant to surprise, it would have been shorter. Twenty years behind bars is not a burst of rage. It is a sentence designed to make repression routine in Hong Kong. The 78-year-old founder of the shuttered pro-democracy newspaper Apple Daily is now likely to die in prison after being convicted of sedition. The court was telling Hongkongers what kind of place they now live in, and signalling to foreign governments what kind of relationship Beijing expects them to accept. China’s national security law, imposed on Hong Kong in 2020, was designed to dismantle the former British colony’s pro-democracy movement and to place freedom of expression under permanent political constraint by the Chinese Communist party. From 2020 to 2026, at least 385 individuals have been arrested and 175 convicted under national security-related offences. Continue reading...

Sensible plans to boost collaboration between councils may not be enough to tilt the balance away from private providers Nearly 55,000 children in England live with foster carers, and despite a recent fall in the number of children in care , pressure on the system remains intense. Rising costs and the growing role of private providers in residential care and foster placements have exposed deep weaknesses, yet reform has lagged behind the crisis in children’s homes. Only now have ministers set out plans to reshape fostering . The test is whether their plan fixes the system, or papers over its cracks. The main thrust of a new policy paper from the Department for Education is that more foster carers are needed to meet a target of 10,000 additional non-profit places by 2029. The children’s minister, Josh MacAlister, who previously led a review of the sector under the Tories, likened the plan to the Homes for Ukraine scheme, which saw nearly 74,000 people volunteer to host refugees fleeing the war. A national recruitment campaign can be expected soon. With around a third of all current carers aged over 60, it makes sense to try to attract new people to their ranks. Continue reading...

Earnings Call Insights: Datadog (DDOG) Q4 2025 Management View CEO Olivier Pomel reported “a very strong Q4 and overall, a really productive 2025,” emphasizing acceleration in revenue growth “driven in large part by the inflection of our broad-based business outside of the AI-native group of customers.” Pomel highlighted that the company closed record bookings of $1.63 billion, including 18 deals over $10 million in TCV, with two deals surpassing $100 million. Pomel stated that churn remained low and gross revenue retention was “stable in the mid- to high 90s,” reflecting the essential nature of Datadog’s platform for customers. He noted revenue reached $953 million for Q4, a 29% year-over-year increase, with customer count rising to about 32,700. The number of customers with an ARR of $100,000 or more grew to 4,310, accounting for roughly 90% of ARR. Free cash flow for the quarter was $291 million, with a free cash flow margin of 31%. Product adoption metrics improved, with 84% of customers using two or more products and 55% using four or more. The number of customers using six, eight, and ten or more products also continued to climb year over year. Pomel noted that “infrastructure monitoring contributes over $1.6 billion in ARR,” log management surpassed $1 billion, and APM and DEM products also exceeded $1 billion in ARR, with core APM described as the “fastest-growing core pillar.” Pomel outlined significant AI-driven innovation, including the launch of Bits AI SRE Agent for general availability and rapid growth in MCP server usage, which saw “the number of tool calls growing 11-fold in Q4 compared to Q3.” AI-driven observability and security products were key highlights, with LLM Observability now used by over 1,000 customers. In customer wins, Pomel cited an 8-figure deal with a major AI model company, large expansions with e-commerce and fintech platforms, and further penetration in large enterprise accounts. These deals were driven by platform consolidation ...

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xAI co-founder Tony Wu abruptly announced his resignation from the company late Monday night, the latest in a string of senior executives to leave the Grok-maker in recent months. In a post on social media , Wu expressed warm feelings for his time at xAI, but said it was "time for my next chapter." The current era is one where "a small team armed with AIs can move mountains and redefine what's possible," he wrote. The mention of what "a small team" can do could hint at a potential reason for Wu's departure. xAI reportedly had 1,200 employees as of March 2025 , a number that included AI engineers and those focused more on the X social network. That number also included 900 employees that served solely as "AI tutors," though roughly 500 of those were reportedly laid off in September . Read full article Comments

格隆汇2月11日｜WTI原油日内下跌1.00%，现报63.79美元/桶。

Temperatures in northern Europe have been so low that citizens of Estonia can now drive across a 20km stretch of frozen sea linking the country’s two main islands. The so-called “ice road” connecting the islands of Saaremaa and Hiiumaa, located in western Estonia between the Baltic Sea and the Gulf of Riga, was officially opened on Sunday with a line of cars waiting to use it that afternoon. Authorities decided to open the ice road after local residents spontaneously began driving across the frozen sea, exposing themselves to serious risks. Ferries had struggled to keep up regular service in the frozen sea after weeks of temperatures dropping to -10C (14F). People living on the smaller island of Hiiumaa, with a population of about 9,000, travel to Saaremaa, population roughly 31,000, for shopping, a cup of coffee or to drop-off children at school. Getting to the larger island also ensures connection to mainland Estonia. View image in fullscreen Authorities decided to open the ice road after local residents spontaneously began driving across the frozen sea, exposing themselves to serious risks. Photograph: Janis Laizans/Reuters While opening the ice road came out of necessity, Hergo Tasuja, the mayor of Hiiumaa, said it was also “part of our culture”. “For generations and generations, local people who live here, especially those who live near the sea, swim and use boats in the summertime,” Tasuja said. “And in winter, it’s in their blood to go to the sea” and step out on the ice. The “ice road” is essentially a marked corridor on the frozen sea where specialists have determined the ice is thick enough to sustain the weight of driving cars. Preparing the road is not easy, said Marek Koppel, a road maintenance supervisor at Verston Eesti, the Estonian construction company in charge of building and managing the road. Workers have to measure ice thickness every 100 metres to determine the areas with more than 24cm of ice, the minimum required for safety. They smooth over...

Taiwan Semiconductor Reports 37% January Revenue Growth on AI Demand GuruFocus

达拉斯联储行长Lorie Logan表示，她对通胀继续下降持乐观态度，但只有在劳动力市场出现“实质性”疲软的情况下，才会支持进一步降息。 “接下来的几个月里，我们将了解到通胀是否正在向目标水平回落，以及劳动力市场是否保持稳定，”Logan周二在奥斯汀的一场活动致辞中表示。 她说，“如果情况确实如此，表明目前的政策立场是合适的，无需进一步降息即可实现我们的双重使命目标，相反，如果看到通胀下降的同时劳动力市场进一步实质性降温，那么再次降息可能是合适的。” Logan今年在联邦公开市场委员会（FOMC）拥有投票权。在2025年底连续三次降息后，她支持FOMC在1月份会议上维持利率不变的决定。去年10月和12月Logan曾公开反对降息，理由是通胀依然过高且劳动力市场处于平衡状态。 周二，这位达拉斯联储行长重申了上述观点。她表示，过去六个月左右的招聘情况接近美联储研究人员估计的“平衡率”，即创造就业的速度与人口增长相匹配。她“尚不能完全确信通胀正一路向2%回落”。 在接掌达拉斯联储之前，Logan曾在纽约联储管理央行的资产组合。周二她还谈到了央行近几个月采取的资产负债表举措。 去年年底，随着政府借贷增加，加之美联储缩减债券持有量的行动从金融体系中抽走了现金储备，融资市场的波动性激增。美联储随后转向重新扩大资产负债表以缓解流动性压力，并自12月12日以来购买了约1100亿美元的国库券。 Logan表示，这一过程在性质上属于技术性的，与货币政策立场无关。 她补充说，如果央行在银行体系中维持充足的储备水平，那么随着时间的推移，包括三方一般抵押品利率在内的货币市场利率平均应接近准备金利率。 责任编辑：丁文武

This article first appeared on GuruFocus. The sharp rise in memory chip prices is increasingly shaping equity performance across the global technology sector, with investors watching a growing split between companies benefiting from the squeeze and those absorbing the cost pressure. Since the end of September, a Bloomberg gauge tracking global consumer electronics makers has fallen 10%, reflecting concerns that rising memory costs could weigh on margins, while a basket of memory producers including Samsung Electronics has surged roughly 160%. Some investors appear to be pricing in a relatively short disruption, but fund managers such as Fidelity International's Vivian Pai have suggested that supply tightness could persist through the rest of the year, potentially extending beyond the one-to-two-quarter normalization many valuations currently assume. Recent earnings commentary indicates that memory shortages are no longer a peripheral issue. Honda Motor (NYSE:HMC) has flagged emerging supply risks tied to memory components, while Qualcomm (NASDAQ:QCOM) dropped more than 8% after warning that constrained memory availability may limit smartphone production. Nintendo (NTDOY) posted its steepest decline in 18 months after cautioning that higher memory costs could pressure margins. PC makers have been among the most exposed, with Lenovo and Dell each falling more than 25% from their October peaks, while Logitech has slid nearly 30% from a November high. Similar concerns have weighed on Chinese electric vehicle and smartphone makers, including BYD (BYDDF) and Xiaomi (XIACY), as investors assess whether elevated chip prices could further weaken demand. At the same time, heavy AI infrastructure spending by US hyperscalers is reshaping memory supply dynamics. Investment by companies such as Amazon.com has shifted production capacity toward high-bandwidth memory used in AI systems, reducing availability of conventional DRAM and contributing to what some market participants des...

Taiwan Semiconductor Manufacturing (TSMC) stock just hit a record high. Here's why MSN