Alico press release ( ALCO ): FQ1 GAAP EPS of -$0.45 misses by $0.07 . Revenue of $1.89M (-88.8% Y/Y) misses by $0.23M . Shares -1.66% . Fiscal Year 2026 Guidance The Company expects to realize in fiscal year 2026 Adjusted EBITDA of approximately $14 million and end the fiscal year with cash of approximately $50 million and net debt of approximately $35 million, with only the minimum required balance of $2.5 million on its revolving line of credit. In the event that any capital is returned to shareholders through increased common dividends, special dividends, tender offers or open market share repurchases during the 2026 fiscal year, the Company’s cash balance could be reduced and net debt could be increased. More on Alico Alico: The Real Estate Sleeping Giant Alico, Inc. (ALCO) Q4 2025 Earnings Call Transcript Alico outlines $335M–$380M near-term real estate project value as land sales, transformation continue Seeking Alpha’s Quant Rating on Alico Historical earnings data for Alico

格隆汇2月5日｜Alphabet(GOOG.O)高管：谷歌云的积压订单环比增长55%，同比增长一倍多，截至第四季度末达到2400亿美元。

Here are some of the stocks making the biggest moves in extended trading. Qualcomm — Shares of the chipmaker tanked more than 8% as a global memory shortage hurt its forecast. Qualcomm expects fiscal second-quarter adjusted earnings of between $2.45 and $2.65 per share on revenue of $10.2 billion to $11 billion. Analysts polled by LSEG were expecting $11.11 billion in sales and earnings of $2.89 per share. Alphabet — The Google parent added 2%. Alphabet beat on both its earnings and revenue for the fourth quarter. Other metrics that Wall Street was watching such as Google Cloud revenue and traffic acquisition costs also came in above expectations. Elsewhere, YouTube advertising came in at $11.38 billion in the fourth quarter, while analysts had expected $11.84 billion, according to StreetAccount. The company also anticipates a sharp increase in spending on artificial intelligence in 2026. Boot Barn — The American retail chain specializing in Western wear jumped almost 3% after lifting its full-year guidance for earnings to $7.25 to $7.35 per share, versus its earlier call for $6.75 to $7.15 per share. This compares to the FactSet consensus for $7.31 per share. Fiscal third-quarter earnings of $2.79 per share and revenue of $705.6 million were in line with the company's prior guidance. Align Technology — The maker of Invisalign jumped more than 11% after posting fourth-quarter results that beat on the top and bottom lines. Align Technology reported earnings of $3.29 per share on an adjusted basis, more than the LSEG consensus estimate of $2.97. Revenue of $1.05 billion exceeded the $1.03 billion expected by analysts. Wolfspeed — The semiconductor manufacturer tumbled about 10%. Wolfspeed posted an adjusted loss of $6.11 per share in the fiscal second quarter , worse than the loss of 95 cents a share it posted in the year-ago period. The company sees revenue for the current quarter ranging from $140 million to $160 million, down from revenue of $168 million in the fis...

New data on China’s relentless energy installations underscore warnings from Elon Musk and Jensen Huang that the nation’s world-beating power network will deliver a major advantage over the US in the race to dominate artificial intelligence . Since 2021, China has added more power capacity across all energy technologies than the US has in its history, including 543 gigawatts last year, according to figures released late last month by the country’s National Energy Administration . China will add more than 3.4 terawatts of electricity generation capacity over the next five years, almost six times as much as the US, BloombergNEF projects under its base-case Economic Transition Scenario. That influx would give the No. 2 economy greater ability to accommodate rising power demand from data centers. “The limiting factor for AI deployment is fundamentally electrical power,” Musk told BlackRock Inc. Chief Executive Officer Larry Fink in an interview at the World Economic Forum on Jan. 22. “Very soon, maybe even later this year we’ll be producing more chips than we can turn on — except for China,” said Tesla Inc. CEO Musk, whose xAI is building US data centers . “China’s growth in electricity is tremendous.” Musk’s comments echo similar sentiments from Nvidia Corp .’s CEO Huang, who has also identified access to electricity as a potential differentiator between the US and China. AI competitiveness can be thought of as a cake composed of five layers: energy, chips, infrastructure, models and applications, Huang told a December event hosted by the Center for Strategic and International Studies. “At the lowest level — energy — China has twice the amount of energy we have as a nation,” he said. Read More: The AI Showdown: How the US and China Stack Up In the US, data centers will account for 38% of the growth in electricity demand between 2024 and 2030, though just 6% in China, according to BNEF projections. Data centers will command almost 7% of total US power demand by 2030, co...

Traders are watching out for signs of weak demand at Thursday’s sale of 30-year Japanese government bonds, just days before Sunday’s closely monitored lower house election. The auction will once again test investor appetite for longer-maturity debt after a 10-year bond sale earlier this week showed caution among bidders on fiscal concerns. “Volatility in the ultra-long sector remains elevated against the backdrop of expectations for fiscal expansion and the political calendar,” said Shoki Omori , chief desk strategist at Mizuho Securities Co. in Tokyo. “Attractive levels alone may not be sufficient to encourage decisive participation,” he added. Prime Minister Sanae Takaichi’s plan to temporarily cut the sales tax on food sent Japan’s yields soaring to record highs last month, exerting upward pressure on yields globally. While yields have eased since then, Japan’s 30-year rate is still hovering around its highest since its debut, with fiscal concerns continuing to swirl as Takaichi’s public support remains solid before the Feb. 8 vote. Read: Japan Bond Crash Unleashes a $7 Trillion Risk for Global Markets Adding to the uncertainty is the soft yen, which is in the spotlight after Takaichi recently pointed to the benefits of a weak currency. Hedge funds are reviving bets against the yen, positioning for renewed falls ahead of the weekend vote. What Bloomberg strategists say: JGB traders were already anxious ahead of Thursday’s 30-year auction and climbing bund yields are making it worse. It is awkward timing for Japanese investors that German long-term debt yields are touching levels last seen in 2011. The dynamics of a government spending spree in Germany will resonate with investors in JGBs. — Mark Cranfield , Markets Live Strategist. Read more on MLIV . Read: A Trader’s Guide to the Impact of Japan’s Election on Markets The election outcome may also have a bearing on the Bank of Japan’s future interest rate decisions, as Takaichi is known to be a monetary easing ad...

Why The 'Hype Phase' Of Wind And Solar Is Over Authored by Kevin Stocklin via The Epoch Times, The Trump administration has taken a sharp turn from its predecessor regarding wind and solar energy, curtailing many of the loans, grants, and permitting that the Biden administration had put in place. Without government subsidies and regulatory support, energy analysts are questioning whether these industries can stand on their own merits. “We’ve reached the end of the hype phase, and the beginning of the reality phase,” Sam Romain, chairman of Americans for Energy Dominance, told The Epoch Times. “Technologies that lower costs, improve reliability, and strengthen the grid will grow. “Those that don’t will fade.” On his first day in office, President Donald Trump suspended new leases and permits for wind and solar on public lands and waters and raised fees for existing projects. Subsequently, his One Big Beautiful Bill Act set tighter deadlines to cut off subsidies to wind and solar energy projects, putting more than $300 billion in planned wind and solar investments at risk of cancellation. In August 2025, Transportation Secretary Sean Duffy canceled $679 million in federal funding for 12 offshore wind projects across the United States, stating that the administration is “prioritizing real infrastructure improvements over fantasy wind projects that cost much and offer little.” And in December 2025, the Interior Department halted leases for five large-scale offshore wind projects under construction in the United States, citing security risks. Calling the wind installations “expensive, unreliable [and] heavily subsidized,” Interior Secretary Doug Burgum posted on X that “ONE natural gas pipeline supplies as much energy as these 5 projects COMBINED.” Without these subsidies, many analysts say wind and solar power will struggle to survive, at least on the scale that was envisioned under the Biden administration. “Wind and solar won’t be able to credibly compete with afforda...

The European Union needs to implement comprehensive regulations to manage the growing security risks posed by intelligent vehicles, particularly Chinese cars that are increasingly popular with consumers, according to a think tank . Intelligent cars, typically electric or hybrid vehicles, allow for expansive data to be collected including geospatial and personal data, Warsaw-based Center for Eastern Studies said. That leaves European countries vulnerable to cyberattack and exposed to the risk that information collected by cars can unintentionally reveal sensitive military and economic activities, it said. “The need to put intelligent vehicles on a clear regulatory footing in Europe is becoming urgent, not least because the number of Chinese-made cars on the EU market is rising sharply,” said the group, which is known as OSW. Read More: One in 10 Cars Sold in Europe Is Now Made by a Chinese Brand Still, the Center argued that China itself offers a “useful starting point” for Europe to build a legal framework to target cybersecurity and data risks. Chinese authorities require carmakers to obtain a data security certification, set out how information should be stored and handled, and has periodically banned Tesla Inc. from sensitive areas, it said. Across the world, concerns about so-called spy cars are growing as more and more consumers buy vehicles equipped with advanced-driver assistance systems. While the technology is innocuous — it helps with speed control and parking in tight spaces — the cars’ sensors and high-definition cameras are constantly capturing real-time information about its location and surroundings. Connected cars can collect as much as 1.4 terabytes of data per hour, according to industry estimates , the equivalent of more than 250 movies. Typically much of this data gets overwritten frequently due to the limited amount of storage on the vehicles, but some information can be sent to cloud-based servers. China’s dominance of the new-energy vehicle ma...

"We try not to discuss it here," 29-year old Roman replies, when I ask about giving up territory in return for peace. "People quarrel and we don't need that right now. We need to unite, and fight the Russians."

Australia’s online safety regulator blasted major technology companies including Meta Platforms Inc. , Apple Inc. and Google for failing to stamp out child sexual exploitation and abuse on their services, even after repeated calls to address shortfalls. Key failings include inadequate detection of live abuse during video calls and insufficient efforts to find newly-created material, Australia’s eSafety Commissioner said Thursday. The regulator criticized a lack of language analysis tools to pick up sexual extortion of Australian kids, even after companies were provided with common online indicators. “It beggars belief that these have not yet been deployed,” eSafety Commissioner Julie Inman Grant said in a statement. “We have been engaging with these companies for a long time on these issues. It’s disappointing to see so little progress being made.” Apple, Meta, Microsoft, Google and Snap Inc., the owner of Snapchat, didn’t immediately reply to emails seeking comments on the regulator’s report. Global watchdogs are increasingly holding the world’s largest tech companies responsible for abuse on their platforms. Inman Grant said it was a matter “corporate conscience and accountability.” Australia late last year also enacted a world-first social media ban for under-16s. Read More: Big Tech Must Be Held to Account for Sextortion, Watchdog Says Key eSafety Findings: Meta did not use tools to detect live child sexual exploitation and abuse on Messenger and neither did Google on Google Meet Apple’s FaceTime, Microsoft Corp.’s Teams, Snapchat and WhatsApp continued to not use any proactive detection tools for live online child sexual exploitation and abuse Apple still did not use tools to detect new child sexual exploitation and abuse on any of its services and Google did not use any tools on Google Meet, Chat, Messages or Gmail Apple, Google’s Chat, Meet and Messages, Microsoft Teams, Skype and Snap still did not use language analysis to proactively detect sexual extortion...

Jen Dodds stars alongside Bruce Mouat to get Team GB's Winter Olympics off to a winning start in the mixed doubles curling against Norway. READ MORE: Mouat and Dodds get Team GB off to winning start Available to UK users only.

羅馬教堂壁畫小天使「撞樣」梅洛尼 梵蒂岡要求抹掉 文化部：重畫須先申請 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】意大利羅馬一間教堂的小天使壁畫，被指與總理梅洛尼「撞樣」後，梵蒂岡要求修復師抹掉小天使面孔，文化部則指教堂必須重新申請，才可再次修復壁畫。 盧西納聖勞倫斯教堂的「撞樣」小天使壁畫，吸引不少遊客慕名而來。但教堂周三開放時，這個拿著意大利地圖的小天使臉部被相信是油漆或灰泥遮蓋，一夜之間變成「無樣天使」，遊客難免失望而回，只能「留倩影」。 《共和報》上周六報道，壁畫修復後，小天使與總理梅洛尼「撞樣」，文化部長朱利和羅馬教區下令調查。負責操刀的修復師瓦倫蒂內蒂最初否認畫中是梅洛尼，但之後承認是靈感源自梅洛尼，事件引起風波後，梵蒂岡要求他抹掉壁畫上的小天使。教堂神父亦直言無法接受民眾到教堂只是為了欣賞這幅畫，而非參與彌撒或祈禱。 文化部聲明提到，若教堂計劃重畫天使的面孔，須獲政府、羅馬教區及文化部轄下的特別監管機構批准，提交申請許可時亦必須附上草圖。

Stocks making the biggest moves after hours: Alphabet, Qualcomm, Nvidia, E.l.f. Beauty, Boot Barn & more CNBC

Arm控股CEO：AI软件抛售是一个“微观的歇斯底里”（Micro hysteria）。

filo McKesson ( MCK ) boosted its fiscal 2026 non-GAAP EPS outlook as the drug wholesaler's Q3 financial results beat on both lines. The company now sees FY26 non-GAAP EPS of $38.80-$39.20, up from $38.35-$38.85 prior. Consensus is $38.68. In Q3, non-GAAP EPS rose to $9.34 from $8.03 in the year-ago period, a 16% increase. McKesson said Q3 results were helped by growth in the North American Pharmaceutical segment following increased prescription volumes from retail national account customers and distribution growth of oncology and multispecialty products. McKesson ended 2025 with ~$3B in cash and cash equivalents compared to ~$5.7B on March 31, 2025. More on McKesson 44th Annual J.P. Morgan Healthcare Conference McKesson Corporation (MCK) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript McKesson Corporation: FY26 Earnings Visibility Underpins Buy Case McKesson Non-GAAP EPS of $9.34 beats by $0.07, revenue of $106.2B beats by $290M McKesson Q3 2026 Earnings Preview

Wall Street came into Wednesday looking for earnings proof that Google $GOOGL can grow in the AI era without breaking its own margins. After the bell, Alphabet obliged — Search rose, Cloud surged, profits followed. And then — almost as if the company didn’t trust the market to stay focused — Google handed investors a number so large it hijacked the conversation within minutes: a 2026 capital spending plan that reads like a geopolitical project. The market wasn’t sure what to do with that: Shares fell and then rose and then dipped and then leveled out and then rose 3% about 30 minutes after the print. But first, start with the part Wall Street claims to care about: results. Alphabet ’s fourth quarter brought in $113.8 billion in revenue, up 18% year over year, and $2.82 in earnings per share, up 31%. Before the print, investors had been modeling something closer to $111.3 billion in revenue and an adjusted EPS around $2.64, so Alphabet didn’t just clear the bar; it left it behind. Net income climbed to $34.5 billion. Google Services — the sprawling profit machine that includes Search, YouTube, Android, Chrome, and the rest of the consumer empire — grew 14% to $95.9 billion. Search and other revenue rose 17%, so for all of the noise about generative AI turning search boxes into nostalgia, Google ’s tollbooth is still collecting. Search looks like it has found a way to absorb the AI era without surrendering its cash register. The softer spot, as usual, was the more old-school ad plumbing: Google Network revenue slipped 2% to $7.8 billion, a reminder that not every ad surface ages gracefully. YouTube also did its job. Ads grew 9% to $11.4 billion — not a breakout, not a slump, just steady. But no one watching the print came in expecting YouTube to be spectacular. They just wanted to see whether the core machine was humming and whether the next machine was turning on. But even if the story ended here, the market’s reaction would be simple: This is what dominance looks li...

US equity indexes closed mixed on Wednesday as a sell-off in big tech coincided with gains in cyclic Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

Jay Goldberg, senior analyst at Seaport Research Partners, says it's time for things to change at Qualcomm. He explains on "Bloomberg The Close." (Source: Bloomberg)

Giant Phantom Jelly Sighting The deep ocean remains one of Earth’s least understood frontiers, a vast and shadowy realm where strange life forms drift far beyond human reach. Every so often, however, technology allows us a fleeting glimpse into this hidden world. Such was the case when marine researchers captured rare footage of a giant phantom jelly, a creature so elusive that fewer than 150 confirmed sightings have been recorded worldwide. The encounter reignited public fascination and reminded scientists just how much remains unknown beneath the waves. The giant phantom jelly, scientifically known as Stygiomedusa gigantea, is among the largest jellyfish species ever documented. Unlike the translucent, bell-shaped jellyfish commonly seen near shorelines, this deep-sea dweller has a dark, almost velvety appearance. Its body can reach over three feet in diameter, while its four ribbon-like oral arms can stretch more than thirty feet, trailing through the water like living streamers. What makes recent sightings remarkable is not just the creature’s size, but its rarity. The deep ocean is vast, and the phantom jelly tends to inhabit depths between 3,000 and 6,500 feet, where sunlight never reaches. Traditional fishing equipment rarely encounters it, and even advanced research vessels equipped with remotely operated vehicles (ROVs) can go years without seeing one. In the latest documented sighting, researchers were conducting a routine deep-sea survey when the dark silhouette of the jellyfish drifted into view. Its slow, deliberate movements appeared almost hypnotic as its massive arms flowed gently in the surrounding water. For scientists observing from the surface, the moment was both thrilling and humbling. Encounters like these are unpredictable, and there is often no second chance to observe such a rare organism in its natural environment. Marine biologists believe the giant phantom jelly relies on stealth rather than speed. Instead of stinging prey aggressively l...

How did Google earnings perform in Q4? What drove revenue growth across Google businesses? Live Events Why did Alphabet stock react cautiously after earnings? What does this mean for Google stock going forward? FAQs as a Reliable and Trusted News Source Addas a Reliable and Trusted News Source Add Now! (You can now subscribe to our (You can now subscribe to our Economic Times WhatsApp channel Alphabet delivered a stronger-than-expected fourth-quarter earnings report, driven by solid growth across Search, advertising and Google Cloud. The numbers beat Wall Street forecasts and highlighted the resilience of Google’s core businesses. Still, investor enthusiasm was tempered by eye-catching capital spending plans for 2026 that raised fresh questions about margins and near-term stock performance.Alphabet reported quarterly revenue of $113.8 billion and earnings of $2.82 per share, representing year-over-year growth of 17% and 31%, respectively. The results comfortably beat FactSet estimates of $111.3 billion in revenue and $2.63 EPS. For the full year 2025, Alphabet generated $402.8 billion in revenue with earnings of $10.81 per share, also exceeding expectations, as per several reports by IBD, InvestingLive, Forbes etc.The strong performance was led by Google Services and Google Cloud, both of which showed accelerating momentum. Alphabet said its results reflected “strong momentum” across its businesses, reinforcing confidence in its core revenue engines despite a competitive digital advertising environment.Google Services revenue rose 14% to $95.8 billion, supported by broad strength in advertising. Search and Other revenue came in ahead of forecasts, underscoring the durability of Google’s search advertising model. While advertising was broadly solid, YouTube Ads revenue fell slightly short of expectations, pointing to more cautious advertiser spending in video formats.Google Cloud stood out as the clear growth leader. Cloud revenue surged 48% year over year to $17.7 b...

周三美股成交额第1名英伟达收跌3.41%，成交356.24亿美元。截止周三收盘，英伟达已连续第四个交易日下跌，累计下跌9.52%。 近来美股软件股及AI相关股票普跌。美银分析师维Vivek Arya在周二的一份报告中表示，围绕芯片股“不分青红皂白”的剧烈波动“似乎自相矛盾，这可能又是一场类似DeepSeek事件的过度抛售”。 他称抛售的程度反映了“自相矛盾”的观点。他在报告中说，AI相关芯片股的下跌表明，对AI的投资正“恶化到”投资回报将很疲弱且进一步增长不可行的地步。与此同时，软件股的下跌意味著市场认为“AI的采用将十分普遍且能提升生产力”，以至于基于软件的业务和应用注定要消亡。 第2名 特斯拉 收跌3.78%，股价创11月下旬以来的最低水平，成交300.72亿美元。特斯拉股票延续了近期的疲软态势，因投资者在权衡短期内的基本面隐忧与华尔街分析师对长期前景的乐观预期。 沃尔夫研究公司（Wolfe Research）发布研报称，这家电动汽车制造商将在2026年迎来“催化剂丰富的一年”，但特斯拉股价仍告下跌。分析师伊曼纽尔·罗兹纳（Emmanuel Rosner）表示，尽管他承认特斯拉在盈利可见性和执行风险方面面临挑战，但他对特斯拉仍持战术性看多观点。 第4名 美光 收跌9.55%，成交218.49亿美元。周三美股存储概念股普跌。 第5名 AMD 收跌17.31%，创2017年以来的最大单日跌幅，成交218.17亿美元。该公司CEO苏姿丰（Lisa Su）为其公司疲弱的业绩展望进行了辩护。她表示，尽管公司股价暴跌17%，创下自2017年5月以来最糟糕的单日表现，但这家芯片制造商近几个月来已看到需求明显回升。 她在接受采访时表示：“作为内部人士，我想告诉你的是，人工智能的发展速度之快超出了我此前的想象。”她还补充称，当前市场需求持续超过计算能力的供给。 苏姿丰指出，AMD的数据中心业务从第四季度到第一季度持续加速，其中央处理器（CPU）的需求正“迅猛增长”，因为企业正在迅速扩大用于人工智能企业级应用的计算能力。 该公司于周二公布了第四季度财报，业绩超出华尔街预期，但部分分析师认为其未来前景偏弱，导致利好被市场忽视。 第8名 闪迪 收跌15.95%，成交173.86亿美元。周三存储概念股普跌。 日前伯恩斯坦— 法兴 集团分析师Mark C． Newman将这家存储芯片公司的...

adamkaz Crown Castle ( CCI ) stock slid 7.1% in Wednesday after-hours trading after the REIT's outlook for 2026 adjusted EBITDA disappointed. It also announced that it's cutting about a fifth of its tower and corporate workforce. The telecom infrastructure REIT expects 2026 AFFO per share of $4.38-$4.49 (midpoint of $4.43 vs. $4.42 consensus), compared with $4.36 reported for 2025. Adjusted EBITDA is anticipated to be $2.665B-$2.715B (midpoint of $2.69B vs. the Visible Alpha consensus of $2.84B) vs. $2.86B reported in 2025. "When excluding DISH revenues and the impact of Sprint Cancellations, our full year 2026 outlook includes organic growth of 3.5%, which compares to 3.8% in full year 2025 on a comparable basis," said President and CEO Chris Hillabrant. As the company works to close its fiber business sale in the first half of 2026, it's reducing its tower and corporate workforce by ~20%, which, when combined with other cost cuts, will result in ~$65M in annualized cost savings. "We are also reaffirming our capital allocation framework and remain committed to our dividend, which we expect to maintain at $4.25 per share on an annualized basis," the CEO added. Q4 AFFO per share of $1.12, topping the average analyst estimate of $0.96, was unchanged from $1.12 in Q3 and declined from $1.20 in Q4 2024. Q4 site rental revenue of $1.02B, vs. the Visible Alpha estimate of $1.01B, edged up from $1.01B in the previous quarter and fell from $1.07B in the year-ago period. Adjusted EBITDA of $718M, vs. the $702M Visible Alpha consensus, unchanged from $718M in Q3 and down from $777M in Q4 2024. Crown Castle ( CCI ) expects to buy back ~$1B of shares and repay ~$7B of debt after its fiber business sale closes, which is assumed to occur on June 30, 2026. More on Crown Castle Crown Castle Inc. (CCI) Presents at UBS Global Media and Communications Conference 2025 Transcript Why This Quarter May Be Better Than You Think By Crown Castle Crown Castle FFO of $1.01 beats by $0.05, reve...

男子涉企圖行刺特朗普判囚終身 官：精心策劃 特朗普發文讚揚裁決 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】2024年美國總統大選前，在佛羅里達州高爾夫球場企圖行刺共和黨候選人特朗普的男子勞斯被判終身監禁，法官指他精心策劃犯案，特朗普發文讚揚裁決。 被告勞斯去年9月被陪審團裁定合共五項罪名全部成立，包括企圖暗殺重要總統候選人，以及兩項與槍械相關控罪等，宣判後他在庭上試圖以利器自殘，一度引發混亂。聯邦法官坎農在判詞指，勞斯曾多次在案發地點和特朗普的住所附近出現，更在球場埋伏近10小時，證明勞斯是有預謀，精心策劃要奪取他人生命，漠視法律，強調勞斯不惜一切代價，要殺害任何與自己理念不同的人，被捕後亦毫無悔意。 又指勞斯犯案累累，至少有36項，包括非法持有槍械和盜竊等記錄，不認同辯方律師指勞斯本性善良，非常關心他人福祉的說法，形容勞斯長期無視社會規範。 勞斯在庭上發言，形容自己失敗，又說判刑已經不重要，因為死刑不是選項，他原先預備了20頁的筆記發言，但被法官認為與案件無關而中止。最終坎農採納控方要求，判處勞斯終身監禁、不得假釋，代表律師則稱計劃就定罪和刑期提出上訴。 59歲的勞斯前年9月、即是美國總統大選前不足兩個月，在佛羅里達州的高爾夫球場企圖用半自動步槍行刺特朗普被捕。

Digi International press release ( DGII ): Q3 Non-GAAP EPS of $0.56 beats by $0.01 . Revenue of $122M (+13.0% Y/Y) beats by $6.37M . Shares -13.10% . Second Fiscal Quarter & Full Year Fiscal 2026 Guidance The expansion of software applications and AI adoption continues to drive demand for hardware-enabled software solutions that address our customers’ most critical business needs. Our focus remains on delivering solutions that generate recurring revenue streams and create sustained value for customers well beyond the initial device purchase. We see continued growth and evolution in the Industrial Internet of Things market, reinforcing our confidence in achieving $200 million in both ARR and Adjusted EBITDA over the next three years. Strategic acquisitions aligned with these objectives could accelerate our path to these targets. The market dynamics favor Digi’s solutions as customers increasingly recognize that legacy 'set it and forget it' approaches no longer meet their operational requirements. Organizations are prioritizing connectivity and software capabilities as fundamental enablers of their strategic initiatives. For fiscal 2026, our guidance reflects both our operational outlook and the January 2026 acquisition of Particle. We anticipate ARR growth of 23%, revenue growth of 14%-18%, and Adjusted EBITDA growth of 17-21%. The impact of Particle and its expected synergies to this guide is approximately $20 million to $22 million in ARR, $13 million to $14 million in Revenue, and $1 million to $2 million in Adjusted EBITDA. After capturing synergies, we expect Particle to contribute $5M to our FY27 Adjusted EBITDA. Particle will be integrated into our IoT P&S Segment and will not be reported on a stand-alone basis. For the second fiscal quarter, revenues are estimated to be $124 million to $128 million. Adjusted EBITDA is estimated to be between $31.5 million and $33.0 million. New for fiscal 2026, we are including interest expense in our Adjusted net income per...

Getty Images Relative to many semiconductor companies, I wouldn’t call Texas Instruments ( TXN ) particularly acquisitive, but management has been willing to pay up to acquire strategically valuable assets. I believe they’re doing the same again with the acquisition of Silicon Labs ( SLAB ), and as was the case with the acquisitions of Burr-Brown and National Semiconductor, I think the initial angst over the price paid will eventually prove overheated relative to what TI ultimately does with the assets. While I see the logic of the SLAB deal, and I was positive on the shares before this announcement, TI didn’t appear attractively valued before this deal and isn’t now. At best, I can say that TI’s price today is reasonable and that there is still worthwhile leverage here to the expected semiconductor upturn in 2026-2028. For SLAB shareholders, this is full value and then some, so I wouldn’t be all that upset about having to figure out the next destination for the cash that will be coming in from TI. The Deal While SLAB has been considered a buyout candidate from time to time, I don’t think anybody had a TI-SLAB tie-up on their bingo card, but that’s what the two companies announced on the morning of February 4. TI agreed to purchase SLAB for $231/share in cash, a 69% premium to the prior day’s close and a $7.5B enterprise value for a company that I expect to generate around $1.3B in revenue in 2028 with a high-teens to low-20%s operating margin. The purchase price also works out to around 59x ’27 EPS estimates, a substantial premium over the 41x average valuation of the last five years. A CNBC report claimed this was a competitive bidding process, and given the steep price that TI is paying, a rival bid seems unlikely. The deal should also require Chinese approval; while there isn’t anything about the deal that should trigger regulatory concerns, the reality of geopolitics today is that deals like this can get held up if there is another round of political squabbling...

格隆汇2月5日｜Alphabet(GOOG.O)CEO皮查伊：苹果(AAPL.O)选择谷歌云作为其首选云服务提供商。

ithinksky/E+ via Getty Images U.S. soybean futures rallied Wednesday after President Trump said China agreed to increase soybean purchases from the U.S. to 20M tons in the current season, up from 12M tons previously. CBOT soybeans ( S_1:COM ) for March delivery settled +2.5% to $10.92 per bushel, the highest level in nearly two months, while March corn ( C_1:COM ) ended +0.1% at $4.29 per bushel and wheat ( W_1:COM ) for March delivery finished -0.4% at $5.26 3/4 per bushel. During a call with China's President Xi, the two countries discussed "lifting the Soybean count to 20 Million Tons for the current season," Trump said in a Truth Social post. The purchase of an additional 8M tons of soybeans by China would equate to ~294M bushels, or nearly all the soybeans the U.S. Department of Agriculture expects to be left over from last year's harvest, which the USDA pegged at 350M bushels in its world supply and demand report last month. It is not clear how soon the increase would materialize, as the current marketing year for soybeans does not end until September. ETFs: ( SOYB ), ( CORN ), ( WEAT ), ( DBA ), ( MOO ) More on U.S. grain futures Commodities: Markets Poised For A Risk-Off Day Commodities: Iranian Supply Risks Ease, But Have Not Disappeared Commodities: Lingering Supply Risks Provide Tailwinds To Oil

Qualcomm (QCOM) issues Q2 FY26 earnings forecast due to memory chip supply constraints Qualcomm is anticipating a reduction in handset manufacturing due to the increasing demand for memory in AI data centers. The ongoing RAM shortage that some consumers may have noticed over the past few months does not appear like it will be ending anytime soon. While Qualcomm (QCOM) does not anticipate problems in the long-term, the company is acknowledging that it will feel an impact in the near future. As part of Wednesday's Q1 2026 earnings report, Qualcomm issued cautionary guidance for the next quarter as a result of this continuing memory shortage. "While our near-term handsets outlook is impacted by industry-wide memory supply constraints, we are encouraged by end-consumer demand for premium and high tier smartphones, and remain on track to achieve our fiscal 2029 revenue goals," Qualcomm President/CEO Cristiano Amon said in the Qualcomm Q1 2026 earnings report. While Qualcomm recorded a quarterly revenue figure of $12.252 billion USD for Q1 2026, the guidance number for the next quarter is significantly lower. The company is estimating Q2 2026 revenue in the range of $10.2 to $11.0 billion, which takes memory supply constraints and continuing demand for new handsets into consideration. Qualcomm notes that the demand for memory is being driven by the AI sector. Qualcomm previously announced plans to AI chips to compete with AMD and NVIDIA. We'll have more on Wednesday's earnings from Qualcomm, along with several other companies, throughout the day here at Shacknews. Shacknews staff does not use generative artificial intelligence (AI) in their content. Shacknews strictly prohibits the use of its content for AI training or to generate text, including text in the style or format used for this publication. Shacknews reserves all rights to this work.

格隆汇2月5日｜据日本读卖新闻：台积电(TSM.N)在熊本工厂的投资将增至2.6万亿日元。