Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 8 a.m. ET Call participants Chairman and Chief Executive Officer — Georges Karam Chief Financial Officer — Deborah Choate Investor Relations — David Hanover Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $7 million in Q4, primarily from product sales, representing a 72.6% sequential increase. -- $7 million in Q4, primarily from product sales, representing a 72.6% sequential increase. Full-year revenue -- $27.2 million for 2025, with adjusted core business revenue closer to $20 million after excluding nonrecurring Qualcomm-related amounts. -- $27.2 million for 2025, with adjusted core business revenue closer to $20 million after excluding nonrecurring Qualcomm-related amounts. Product mix -- Over 94% of Q4 revenue came from product sales, with approximately 6% from services. -- Over 94% of Q4 revenue came from product sales, with approximately 6% from services. Gross margin -- 37.7% in Q4, impacted by inventory provisions; excluding provisions, margin would have been about 43%, compared to 42.4% in the prior quarter. -- 37.7% in Q4, impacted by inventory provisions; excluding provisions, margin would have been about 43%, compared to 42.4% in the prior quarter. Operating expenses -- SG&A and R&D were $11.5 million in Q4, down from $13.6 million in Q3, with a goal to reduce further in 2026. -- SG&A and R&D were $11.5 million in Q4, down from $13.6 million in Q3, with a goal to reduce further in 2026. Net cash position -- Net cash equivalents exceeded $68 million at Q4-end, after accounting for Bitcoin and convertible debt. -- Net cash equivalents exceeded $68 million at Q4-end, after accounting for Bitcoin and convertible debt. Bitcoin holdings -- 2,139 Bitcoin with a year-end market value of $187.1 million, and $141.5 million pledged as collateral for $94.5 million in convertible debt. -- 2,139 Bitcoin with a year-end market value of $187.1 million, and $141.5 million pledg...

txking Driven by the enduring popularity of its Wizards of the Coast games and its digital segment, Hasbro ( HAS ) enjoyed a strong finish to 2025, engaged one billion fans, and made progress on its evolution into a digital-first play and IP company, delivering fourth quarter results that beat Wall Street’s expectations. “We expect that momentum to carry into 2026,” said Hasbro CEO Chris Cocks. Added Hasbro CFO Gina Goetter, “2025 reflected strong operational execution, driven by progress on our transformation and cost savings initiatives. Wizards was a standout, anchored by record MAGIC revenue.” Wizards of the Coast and its digital gaming segment continued to offset losses in the company’s entertainment segment, resulting in consolidated revenue of $1.45B, an increase of 32% from the same quarter last year and $190M above expectation. This contributed to an adjusted profit of $1.51 per share, more than triple from a year ago and $0.56 better than expected. This lifted the company’s adjusted operating profit up 12 points to 21.8%. Within the Wizards segment, revenue generated by tabletop gaming more than doubled to $494.7M in Q4, with digital and licensed gaming revenue realizing a much more modest increase of 3%, both of which drove net revenue in the segment up 86% to $630.4M. Revenue generated by its consumer products segment—which includes board games and licensed merchandise—increased 7% to $800M, while entertainment revenue (including film and TV) was down 5% to $15.5M. Looking ahead to 2026, Hasbro ( HAS ) expects revenue to increase by 3% to 5%, translating to a range of $4.841B to $4.935B versus estimates of $4.75B. Adjusted operating margin is expected to be within a range of 24% and 25%, while adjusted EBITDA is seen between $1.40B and $1.45B versus $1.36B in 2025. Shares are up more than 2% into Tuesday's open. More on Hasbro Hasbro: MTG Monetization Has Worked Well, For Now Hasbro beats Q4 estimates, announces $1B buyback From Gold to Chips: Large-Cap ...

Should you buy Palantir stock on the dip? MSN

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. IREN has outlined a shift from primarily Bitcoin mining to AI infrastructure, anchored by a large AI contract with Microsoft. The company reports that 95% of the financing needed for its GPU build out under this contract is secured, including a prepayment from Microsoft. New data center campuses in Texas and Oklahoma are central to supporting this AI focused infrastructure build. NasdaqGS:IREN, recently trading at $46.15, is still heavily exposed to Bitcoin mining, which currently provides most of its revenue. Even so, the stock’s very large 1 year gain and roughly 7x return over 3 years indicate that investors have already reacted strongly to its evolving story. For you as an investor, the key consideration is how this mix of Bitcoin mining and AI infrastructure might affect the company’s risk and revenue profile over time. The Microsoft contract, GPU financing progress, and new campuses could serve as important markers to watch as IREN’s business model continues to evolve. Stay updated on the most important news stories for IREN by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on IREN. NasdaqGS:IREN Earnings & Revenue Growth as at Feb 2026 How IREN stacks up against its biggest competitors Quick Assessment ✅ Price vs Analyst Target : At $46.15, IREN trades about 42% below the analyst target of $79.31. ⚖️ Simply Wall St Valuation : The DCF valuation status is unknown, so there is no clear under or overvaluation signal here. ✅ Recent Momentum: The 30 day return of roughly 0.26% is slightly positive, suggesting steady rather than sharp momentum. Check out Simply Wall St's in depth valuation analysis for IREN. Key Considerations 📊 The move toward AI infrastructure, backed by the Microsoft contract, adds a new revenue pillar on top of IREN’s existing Bitcoin mining exposure. 📊 Keep an eye on execution ...

The dollar may fall 10% this year as there’s a risk the Federal Reserve will cut interest rates more deeply than markets anticipate once the next chair of the central bank takes over, according to State Street Corp.’s Lee Ferridge . Traders expect that the Fed will resume lowering interest rates around June and deliver at least two quarter-point reductions by year-end. But Ferridge, a strategist at the bank, sees scope for officials to deliver a third reduction in 2026. That’s in part on the view that current Chair Jerome Powell ’s successor will face pressure from President Donald Trump to reduce borrowing costs. “Three is possible,” Ferridge said in an interview on the sidelines of the TradeTech FX conference in Miami. “Two is a reasonable base case, but we have to accept we are going into a more uncertain period of Fed policy.” The other dynamic is that deeper Fed rate cuts will make it less expensive for foreigners to hedge the currency risk on their US investments, and as they step up that activity it will weigh on the greenback, he said. The Bloomberg Dollar Spot Index is down about 1.7% this year after sliding roughly 8% last year, its worst annual performance since 2017. Concerns around the economic impact of trade friction and worries around the US fiscal outlook hurt the greenback, as did Trump’s pressure on the Fed. Trump has nominated former Fed Governor Kevin Warsh to succeed Powell, whose term ends in May, and Warsh, if confirmed, may deliver what Trump wants, Ferridge said. The greenback may rebound 2%-3% in the near term as solid US economic data reduces expectations for Fed cuts, Ferridge said. However, dollar selling is “just waiting for once Kevin Warsh takes over the Fed and starts cutting rates probably more persistently and narrowing that rate spread with the rest of the world,” Ferridge said. “If that happens then we know there’s room for that hedge ratio to rise.” The present hedge ratio of about 58% compares with a level of above 78% back be...

watch now VIDEO 11:04 11:04 Kalshi CEO Tarek Mansour on Super Bowl trades, growth of prediction markets and insider trading risk Squawk Box Kalshi saw more than $1 billion in trading volume on Super Bowl Sunday, reaching a daily record high, according to CEO Tarek Mansour. That volume was up 2,700% year-over-year, according to the company. The platform allows users to buy event contracts for outcomes in politics, pop culture, financial markets and sports. "It was an incredible weekend," Mansour told CNBC's " Squawk Box " on Tuesday. "Kalshi was the biggest brand of the Super Bowl this year, without running a Super Bowl ad, and the way we achieved that is the product." Mansour said the trading volume for halftime performer Bad Bunny's opening song exceeded $100 million, while bets on who would perform with Bad Bunny surpassed $45 million. The platform's Super Bowl contracts were not without bumps, though. Co-founder Luana Lopes Lara posted on social media during the game that some users' deposits were delayed due to high traffic. "Your money is safe and on the way, it will just take longer to land," she wrote. Kalshi has recently come under fire along with other prediction markets as skepticism around the industry builds, with concerns of insider trading. Last week, before the Super Bowl, the platform announced additional efforts to expand its surveillance and enforcement efforts to identify and remove accounts participating in insider trading. "The insider trading risk is very real for the stock market as well," Mansour said on Tuesday. "As a regulated financial market by the Commodity Futures Trading Commission, we have the same rules as the Nasdaq and the New York Stock Exchange, and we have the same mechanism of enforcement," he added. Over the past year, Mansour said the platform has run 200 investigations and frozen the relevant accounts, with some of those referred to law enforcement for prosecution. Disclosure: CNBC and Kalshi have a commercial relationship t...

Our top 10 things to watch Tuesday, Feb. 10 — Today's newsletter was written by Jeff Marks . 1. The S & P 500 was headed for a muted open this morning. We're keeping an eye on chip stocks like Club names Nvidia and Broadcom after Taiwan Semi reported earnings. January sales increased 37% year over year for the company. It's a good sign of artificial intelligence demand. 2. DuPont shares jumped 2% after posting a better-than-expected fourth quarter. The company beat on net sales, EBITDA, and adjusted earnings per share. Management's 2026 forecast was above the Street's expectations, as well. Adjusted EPS at $2.25 to $2.30 vs. the consensus of $2.14. This Club stock has been a horse since spinning off Qnity Electronics , another portfolio name, in November. 3. CVS reported a strong fourth quarter this morning. Adjusted earnings per share came in at $1.09, beating expectations of $0.99. The drugstore chain reiterated its full-year EPS outlook of $7 to $7.20. The stock was down over 2% this morning, however, because the $7.10 midpoint was below the Street's estimates of $7.17. 4. Club holding Texas Roadhouse was downgraded to hold from buy at Truist on concerns that beef inflation will persist through 2027. Also, in the restaurant space, Wingstop was downgraded to hold at TD Cowen on expectations of a difficult same-store sales setup for 2026. 5. Bernstein raised its price target on Club name Apple to $340 from $325, and kept a buy rating on shares. Analysts pointed to a strong iPhone cycle and argued that rising memory prices shouldn't be an issue for the tech company in the near term. 6. Coca-Cola stock fell over 3% after the beverage giant missed on the top line, but beat on adjusted earnings per share by 2 cents. Management guided 2026 organic revenue growth to 4% to 5% and EPS growth of 7% to 8%. 7. Raymond James upgraded Take-Two Interactive to a strong buy from outperform. Analysts say the stock's recent selloff – down 15% since Jan. 29 – is overdone. The weaknes...

Italy take gold in the mixed speed skating relay with Canada taking silver, Belgium taking bronze and defending champions China missing out the podium altogether.

Igor Kutyaev The retail sector is on watch after the December Retail Sales report came in below expectations, including flat growth for December vs. the expectation for a 0.4% month-over-month gain. Of course, December is a key month for the retail sector due to the holiday shopping phenomenon. Retail sales were up 2.4% on a year-over-year basis. Categories that dragged during the month included the furniture and home furnishings category, with a 5.6% decline from a year ago. Department stores saw a 0.3% decline from a year ago in a read that does not bode well for Macy's ( M ), Kohl's ( KSS ), and Dillard's ( DDS ). The pace for nonstore retailers was just 0.1% month-over-month and 5.3% year-over-year, which marks a slowdown for the category that includes Amazon ( AMZN ), Etsy ( ETSY ), Wayfair ( W ), and eBay ( EBAY ). Navy Federal Credit Union Chief Economist Heather Long weighed in on the December Retail Sales report. "This is a K-shaped economy with strong spending from the top and much more cautious spending from middle- and lower-income consumers. Retail sales were flat in December, driven by soft spending on autos, home furnishings, appliances, and clothing. These items were hard hit by tariffs in 2025, and consumers shifted their spending elsewhere," highlighted Long. The general view is that the holiday shopping season was solid but not spectacular. More on the retail sector XRT: I Underestimated The Retail Boom This Year (Rating Upgrade) Wall Street Lunch: Early Deals And Generative AI Push Holiday Spending To Nearly $80B These stocks could be Winter Olympics winners These are some of the biggest retail sector beneficiaries of the India-U.S. trade deal Seeking Alpha’s Quant Rating on State Street PDR S&P Retail ETF

格隆汇2月10日｜派拉蒙修订收购华纳兄弟探索公司每股30美元的要约，增加每股0.25美元的计息费用，并将支付28亿美元的解雇费。

2月10日，京东（HK9618）集团宣布，快递品牌JoyExpress在欧洲多国正式推出，将率先为京东（HK9618）欧洲线上零售业务Joybuy用户提供高品质的快递物流服务。目前，JoyExpress已在英国、德国、荷兰和法国等国家的主要城市实现当日达、次日达。(人民财讯)

ClearBridge Global Infrastructure ( RGIVX ) underperformed global equities in Q4 2025 as compared to the broader market indexes. During Q4 2025, the fund initiated a new position in Brookfield Renewable (NYSE: BEPC ), Equatorial ( EQUEY ), and Portland General Electric (NYSE: POR ). In Q4 2025, the fund exited Emera (NYSE: EMA ) and Cheniere Energy (NYSE: LNG ). Source . More on ClearBridge Global Infrastructure Income Fund;A ClearBridge Global Infrastructure Value Strategy Q4 2025 Commentary ClearBridge Global Infrastructure Income Strategy Q4 2025 Commentary ClearBridge Global Infrastructure Income Fund Q4 2025 Commentary Seeking Alpha’s Quant Rating on ClearBridge Global Infrastructure Income Fund;A Dividend scorecard for ClearBridge Global Infrastructure Income Fund;A

AMD has been the better stock pick as of late. Advanced Micro Devices (AMD +3.70%) or Nvidia (NVDA +2.58%) -- which one to buy? It's a timeless argument, whether you're talking about gaming GPUs or artificial intelligence (AI). Nvidia has been the biggest winner overall, rising nearly 1,110% since 2023 compared to AMD's 209% gain. However, since 2025, AMD has been the better pick, rising 65% versus Nvidia's 30%. While Nvidia has established a strong foothold in the AI arena, AMD looks to be clawing back. Which is the better stock for 2026? Let's find out. Nvidia is growing faster The primary way both companies compete in the AI space is through their graphics processing units (GPUs), which are perfectly suited to process complex workloads like AI. Nvidia's full stack outperforms AMD's, so it was the clear choice at the start of the AI revolution. However, AMD has improved its offerings as of late, and it may be enough of an improvement to warrant switching to some AMD equipment. Furthermore, AMD's products are far cheaper than Nvidia's, so when capital budgets get tight, AMD may see more of an adoption. Expand NASDAQ : AMD Advanced Micro Devices Today's Change ( 3.70 %) $ 7.72 Current Price $ 216.16 Key Data Points Market Cap $352B Day's Range $ 204.18 - $ 217.59 52wk Range $ 76.48 - $ 267.08 Volume 18K Avg Vol 40M Gross Margin 45.99 % However, Nvidia is still king. During AMD's Q4, its data center revenue rose 39% year over year. If Nvidia reports 39% data center revenue growth for Q4, the stock would crater alongside the rest of the stock market. Expectations are far higher for Nvidia because it has done far better. While we don't have Q4 results for Nvidia yet, we know that Q3's data center growth rate was 66%. Companywide in Q3, Nvidia grew at a 62% pace. For Q4, Wall Street analysts expect 67% growth. This means data center revenue should likely increase around 70% year over year, far greater than the growth AMD is experiencing despite its much smaller size. Th...

Key Points Nvidia still dominates AMD in terms of their growth rates. At the same time, AMD's stock is surprsingly expensive. 10 stocks we like better than Nvidia › Advanced Micro Devices (NASDAQ: AMD) or Nvidia (NASDAQ: NVDA) -- which one to buy? It's a timeless argument, whether you're talking about gaming GPUs or artificial intelligence (AI). Nvidia has been the biggest winner overall, rising nearly 1,110% since 2023 compared to AMD's 209% gain. However, since 2025, AMD has been the better pick, rising 65% versus Nvidia's 30%. While Nvidia has established a strong foothold in the AI arena, AMD looks to be clawing back. Which is the better stock for 2026? Let's find out. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Nvidia is growing faster The primary way both companies compete in the AI space is through their graphics processing units (GPUs), which are perfectly suited to process complex workloads like AI. Nvidia's full stack outperforms AMD's, so it was the clear choice at the start of the AI revolution. However, AMD has improved its offerings as of late, and it may be enough of an improvement to warrant switching to some AMD equipment. Furthermore, AMD's products are far cheaper than Nvidia's, so when capital budgets get tight, AMD may see more of an adoption. However, Nvidia is still king. During AMD's Q4, its data center revenue rose 39% year over year. If Nvidia reports 39% data center revenue growth for Q4, the stock would crater alongside the rest of the stock market. Expectations are far higher for Nvidia because it has done far better. While we don't have Q4 results for Nvidia yet, we know that Q3's data center growth rate was 66%. Companywide in Q3, Nvidia grew at a 62% pace. For Q4, Wall Street analysts expect 67% growth. This means data center revenue should likely increase aroun...

Advanced Micro Devices (NASDAQ: AMD) or Nvidia (NASDAQ: NVDA) -- which one to buy? It's a timeless argument, whether you're talking about gaming GPUs or artificial intelligence (AI). Nvidia has been the biggest winner overall, rising nearly 1,110% since 2023 compared to AMD's 209% gain. However, since 2025, AMD has been the better pick, rising 65% versus Nvidia's 30%. While Nvidia has established a strong foothold in the AI arena, AMD looks to be clawing back. Which is the better stock for 2026? Let's find out. 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 » Image source: Getty Images. Nvidia is growing faster The primary way both companies compete in the AI space is through their graphics processing units (GPUs), which are perfectly suited to process complex workloads like AI. Nvidia's full stack outperforms AMD's, so it was the clear choice at the start of the AI revolution. However, AMD has improved its offerings as of late, and it may be enough of an improvement to warrant switching to some AMD equipment. Furthermore, AMD's products are far cheaper than Nvidia's, so when capital budgets get tight, AMD may see more of an adoption. However, Nvidia is still king. During AMD's Q4, its data center revenue rose 39% year over year. If Nvidia reports 39% data center revenue growth for Q4, the stock would crater alongside the rest of the stock market. Expectations are far higher for Nvidia because it has done far better. While we don't have Q4 results for Nvidia yet, we know that Q3's data center growth rate was 66%. Companywide in Q3, Nvidia grew at a 62% pace. For Q4, Wall Street analysts expect 67% growth. This means data center revenue should likely increase around 70% year over year, far greater than the growth AMD is experiencing despite its much smaller size. This gives the edge to Nvidia in this analysis, but what about valuation? AMD is expen...

AMD vs. Nvidia: Which AI Stock Will Outperform in 2026? Nasdaq

MDJM ( UOKA ) on Tuesday announced the pricing of its upsized public offering of 4.28M units at a public offering price of $1.40 per unit. Gross proceeds to the company, before deducting underwriting discounts and other offering expenses and excluding the exercise of any Series A warrants, are expected to be ~$6.0 million. The offering is expected to close on or about February 11, 2026. UOKA -72.17% premarket to $0.64. Source: Press Release More on MDJM Seeking Alpha’s Quant Rating on MDJM Financial information for MDJM

MKS Instruments ( MKSI ) declares $0.25/share quarterly dividend , 13.6% increase from prior dividend of $0.22. Forward yield 0.4% Payable March 6; for shareholders of record Feb. 23; ex-div Feb. 23. See MKSI Dividend Scorecard, Yield Chart, & Dividend Growth. More on MKS Instruments MKS Inc. (MKSI) Presents at 28th Annual Needham Growth Conference Transcript A Costly Acquisition And A Cyclical Slump Burdened MKS Inc., But Now, It's Go Time MKS Inc. (MKSI) Presents at 53rd Annual Nasdaq Investor Conference Transcript MKS announces pricing of private offering of €1B of 4.250% senior notes MKS announces proposed private offering of €1.0B of senior notes

近日，中共中央政治局就前瞻布局和发展未来产业进行第二十四次集体学习，习近平总书记在主持学习时强调，要站在推进强国建设、民族复兴伟业的战略高度，立足客观条件，发挥比较优势，坚持稳中求进、梯度培育，推动我国未来产业发展不断取得新突破。 什么是未来产业？工业和信息化部等七部门联合印发的《关于推动未来产业创新发展的实施意见》中指出，未来产业即“由前沿技术驱动，当前处于孕育萌发阶段或产业化初期，是具有显著战略性、引领性、颠覆性和不确定性的前瞻性新兴产业”。根据当前科技发展形势，未来产业主要包括未来制造、未来信息、未来材料、未来能源、未来空间、未来健康六大方向，涵盖元宇宙、脑机接口、量子信息、人形机器人、生成式人工智能、生物制造、未来显示、未来网络、新型储能等众多前沿赛道。“十五五”规划建议进一步明确了前瞻布局量子科技、生物制造、氢能和核聚变能、脑机接口、具身智能、第六代移动通信等六个未来产业。 为何要将未来产业摆在突出位置？培育发展未来产业，对于抢占科技和产业制高点、把握发展主动权，对于发展新质生产力、建设现代化产业体系，对于提高人民生活品质、促进人的全面发展和社会全面进步，都具有重要意义。从全球竞争看，未来产业已成为各国角力的核心赛场，各国纷纷通过立法、投资等方式系统布局，抢抓新一轮技术产业变革的主导权，谋求未来产业全球领导力。可以说，谁能突破未来产业赛道，谁就能占据全球产业链价值链高端。从国内需求看，未来产业是实现“再造一个中国高技术产业”的关键支点。当前我国传统产业提质增效需要未来产业提供技术支撑，新兴产业壮大需要未来产业开辟新空间，民生改善需要未来产业提供新供给，发展未来产业既是破解发展中问题的关键抓手，也是推动高质量发展的必然选择。 未来产业具有前瞻性、战略性、颠覆性等特点。这些特点决定了未来产业不能沿用传统发展逻辑，必须树立全新的理念和思路。前瞻布局和发展未来产业要建立在“发挥比较优势，坚持稳中求进、梯度培育”的基调上，建立在“因地制宜、错位发展”的实际上。这就要求我们尊重经济发展和产业发展的客观规律和动态变化特征，不能脱离实际、一哄而上，而应综合考虑国家战略需求、技术成熟程度、要素支撑条件等，因地制宜、因企制宜。同时还要强化产业协同，推动未来产业与新兴产业、传统产业深度融合，形成新旧动能顺畅转换、协同共进的产业生态，既不丢传统产业优势，也不忽视新兴产业积累，更要...

美国劳工统计局发布的数据显示，雇佣成本指数在截至12月的三个月攀升了0.7%。 这是2021年第二季以来最小增幅。 44位经济学家的预估中值为增加0.8%（0.7%至0.9%）。 同比增长3.4%。 薪资环比上涨0.7%；同比攀升3.3%。 福利成本环比增长0.7%；同比增长3.4%。 责任编辑：王许宁