MALMÖ, Sweden, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Oatly Group AB (Nasdaq: OTLY) (“Oatly”, the “Company” or the “Group”), the world’s original and largest oat drink company, today announced financial results for the fourth quarter and twelve months ended December 31, 2025. Jean-Christophe Flatin, Oatly’s CEO, commented, “I am proud to report that we drove profitable growth in both the fourth quarter and the full year. Achieving this milestone reflects the disciplined, strategic actions we have taken over the past three years to strengthen the foundation of our entire business. We have right-sized our supply chain and overhead structure while simultaneously reinvesting behind our refreshed growth strategy. We are seeing clear evidence that our strategy is working and driving impact, as we are driving growth in every market where it is fully deployed and seeing good early results in the markets where we are still rolling out our playbook. We are also seeing improved profitability and cash flow across the business.” He continued, “We know that achieving our first full year of profitability is a milestone, not our destination. As we look forward, we expect to accelerate our impact as we continue to execute our growth strategy, drive incremental demand, and deliver even stronger profitable growth. We continue to see significant potential ahead of us, and we are confident that we are taking the right steps to drive durable, scalable, and profitable growth as we execute on our mission.” The tables below reconcile revenue as reported to revenue on a constant currency basis by segment for the three and twelve months ended December 31, 2025 and 2024. (Unaudited) Three months ended December 31, $ Change % Change (in thousands of U.S. dollars) 2025 2024 As reported Foreign exchange impact In constant currency As reported In constant currency Volume Constant currency price/mix Europe & International 133,736 108,462 133,736 9,855 123,881 23.3 % 14.2 % 13.9 % 0.3 % North America 64,...

MALTA, N.Y., Feb. 11, 2026 (GLOBE NEWSWIRE) -- GLOBALFOUNDRIES Inc. (GF) (Nasdaq: GFS) today announced preliminary financial results for the fourth quarter and fiscal year ended December 31, 2025. Key Fourth Quarter Financial Highlights Revenue of $1.830 billion Gross margin of 27.8% and Non-IFRS gross margin (1) of 29.0% of 29.0% Operating margin of 13.9% and Non-IFRS operating margin (1) of 18.3% of 18.3% Net income of $200 million and Non-IFRS net income (1) of $310 million of $310 million Diluted earnings per share of $0.36 and Non-IFRS diluted earnings per share (1) of $0.55 of $0.55 Non-IFRS adjusted EBITDA (1) of $641 million of $641 million Ending cash, cash equivalents and marketable securities of $4.0 billion Net cash provided by operating activities of $374 million and Non-IFRS adjusted free cash flow(1) of $264 million Key Full Year 2025 Financial Highlights Revenue of $6.791 billion Gross margin of 24.9% and Non-IFRS gross margin (1) of 26.1% of 26.1% Operating margin of 11.7% and Non-IFRS operating margin (1) of 15.7% of 15.7% Net income of $888 million and Non-IFRS net income (1) $965 million $965 million Diluted earnings per share of $1.59 and Non-IFRS diluted earnings per share (1) of $1.72 of $1.72 Non-IFRS adjusted EBITDA (1) of $2.357 billion of $2.357 billion Year to date net cash provided by operating activities of $1.731 billion and Non-IFRS adjusted free cash flow(1) of $1.157 billion “GF delivered a strong fourth quarter, with revenue, gross margin, operating margin and earnings per share at or above the high end of the guidance ranges,” said Tim Breen, CEO of GF. “As a result of the team’s strong execution, disciplined cost management, and relentless focus on profitability, we grew Non-IFRS gross margin by nearly 400 basis points year-over-year in the fourth quarter. In addition, our recent acquisitions are expanding GF’s capabilities into a diversified, holistic technology solutions provider, and our differentiated technology and footprint...

Returned to revenue growth in 2025 with positive adjusted EBITDA and operating cash flow Successful peak season drives 11% increase in full-year impressions Ended 2025 with ~$25 million in ARR from AIC; Building a more recurring, predictable business model ROSH-HA`AYIN, Israel, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Kornit Digital Ltd. (“Kornit” or the “Company”) (Nasdaq: KRNT), a global leader in sustainable, on-demand, digital fashion and textile production, today reported financial results for the fourth quarter and full year ended December 31, 2025. The results reflect Kornit’s progress in accelerating digital adoption in mass apparel production, expanding recurring revenues under the Company’s All-Inclusive Click (AIC) model, and strengthening its industry leadership position by replacing traditional screen printing with agile, on-demand digital solutions. “The fourth quarter capped a year of disciplined execution. We returned to full-year revenue growth, achieved positive adjusted EBITDA, and generated strong operating cash flow,” said Ronen Samuel, Chief Executive Officer of Kornit Digital. “A successful peak season helped drive full year impressions growth of 11%, demonstrating higher utilization across our installed base and increased adoption of digital production for longer runs. We exited the year with approximately $25 million in Annualized Recurring Revenue (ARR) from our All-Inclusive Click (AIC) program, and $15 million in AIC revenue for the full year, underscoring accelerating customer adoption.” Mr. Samuel concluded, “We are entering 2026 with a growing pipeline of opportunities, and better visibility for the year. We expect to unveil breakthrough innovations this year designed to expand our addressable markets, accelerate digital adoption, and enable our customers to capture new growth opportunities. Our priorities remain clear: driving incremental impressions from the screen market, expanding the AIC program, and $15 million in AIC revenue for the fu...

Municipality Finance Plc Financial Statements Bulletin 11 February 2026 at 2:00 pm (EET) Municipality Finance Plc Financial Statements Bulletin 1 January–31 December 2025 In brief: MuniFin Group in 2025 The Group’s net operating profit excluding unrealised fair value changes* decreased by 1.5% (+2.9%) in January–December and amounted to EUR 178 million (EUR 181 million). Net interest income* was at the same level as in the year before and totalled EUR 260 million (EUR 260 million). Higher expenses compared to the comparison period weakened the net operating profit excluding unrealised fair value changes. Net operating profit* amounted to EUR 193 million (EUR 166 million). Unrealised fair value changes amounted to EUR 14 million (EUR -16 million) in the financial year. Unrealised fair value changes were influenced in particular by changes in market rates and credit risk spreads in the Group’s main funding markets. Costs* in the financial year amounted to EUR 86 million (EUR 81 million). Expenses increased mainly due to the rise in HR and administrative costs as well as in commission fee expenses. The Group’s leverage ratio remained at a strong level, standing at 13.1% (12.3%) at the end of December. At the end of December, the Group’s CET1 capital ratio was very strong at 94.0% (107.7%). The ratio was pulled down by the new CRR III regulation that was applied on 1 January 2025, resulting in a decline in the capital ratio approximately by 10 percentage points, mainly due to the increase in credit valuation adjustment risk (CVA VaR). The Group’s CET1 capital ratio was nevertheless over six times the required minimum of 15.1% (15.0%), taking capital buffers into account. Long-term customer financing (long-term loans and leased assets) excluding fair value changes* totalled EUR 38,510 million (EUR 35,787 million) at the end of December and saw an increase of 7.6% (8.6%). New long-term customer financing* increased by 0.6% (17.1%) in January–December 2025 and amounted to ...

MIGDAL HAEMEK, Israel, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Tower Semiconductor (NASDAQ/TASE: TSEM) reports today its results for the fourth quarter of 2025 and for the year ended December 31, 2025. Fourth Quarter of 2025 Results Overview Record revenue for the fourth quarter of 2025 was $440 million, representing revenue growth of 14% year-over-year and 11% quarter-over-quarter. The Company met its expressed revenue target of sequential quarter-over-quarter revenue growth within 2025 and an acceleration in the second half of the year, resulting in 23% growth fourth quarter over first quarter. Gross profit and operating profit for the fourth quarter of 2025 were $118 million and $71 million, respectively, compared to $93 million and $51 million in the third quarter of 2025, respectively. Net profit for the fourth quarter of 2025 was $80 million, reflecting $0.71 basic and $0.70 diluted earnings per share, $26 million higher as compared to $54 million in the third quarter of 2025, reflecting $0.48 basic and $0.47 diluted earnings per share. Cash flow generated from operating activities in the fourth quarter of 2025 was $40 million considering the inclusion of the previously announced $105 million Fab3 Newport Beach, California lease extension prepayment. Investments in property and equipment, net, were $111 million. In the third quarter of 2025, cash flow generated from operating activities was $139 million and investments in property and equipment, net, were $103 million. Full Year 2025 Results Overview Revenue for the full year of 2025 was $1.57 billion, representing 9% growth as compared to $1.44 billion in 2024. Gross profit and operating profit for 2025 were $364 million and $194 million, respectively, and net profit was $220 million, reflecting $1.97 basic and $1.94 diluted earnings per share. In 2024, gross profit and operating profit were $339 million and $191 million, respectively, and net profit was $208 million, reflecting $1.87 basic and $1.85 diluted earnin...

TORONTO, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Unisync Corp. (“Unisync") (TSX:"UNI") (OTC:“USYNF”) today announced its financial results for the three months ended December 31, 2025, reporting net income of $0.9 million ($0.05 per share), compared to a net loss of $0.7 million ($0.04 per share) in the same quarter in the prior year. While the prior year included unrealized foreign exchange losses of $1.3 million, underlying operations remained resilient, and Q1 2026 margins benefited from a more favourable sales mix and lower depreciation expense, reflecting continued operational momentum. “The year is off to a strong start and demonstrates the momentum we have built across the business” said Tim Gu, Executive Chairman of Unisync. “We are delivering stronger margins, better efficiency, and improved profitability, all driven by a focused team executing on our strategic priorities. The momentum we have today gives us confidence in the opportunities ahead.” Highlights Q1 2026: Net income before income taxes of $1.2 million, compared to a net loss before income taxes of $1.0 million in the prior year. Gross margin increased to 23.7% from 19.7% year over year Adjusted EBITDA (1) of $2.7 million or 12.9%, a 3.9% improvement year over year. of $2.7 million or 12.9%, a 3.9% improvement year over year. Interest expense declined by $0.2 million due to overall reduced borrowings. Operational and Financial Review Revenues for the three months ended December 31, 2025, were $20.9 million, compared to $21.4 million in the prior year. The decrease was primarily attributable to lower volumes in public sector accounts, partially offset by a slight increase in airline accounts. Despite the lower revenue base, Unisync delivered an improvement in profitability. Gross margin increased from 19.7 % in the prior year to 23.7% in current quarter. The year over year improvement was driven by a more favourable sales mix, lower offshore product costs and a reduction in depreciation and amortization...

Kuntarahoitus Oyj Tilinpäätöstiedote 11.2.2026 klo 14.00 Kuntarahoitus Oyj:n tilinpäätöstiedote 1.1.–31.12.2025 Yhteenveto Kuntarahoitus-konsernin vuodesta 2025 Konsernin tammi–joulukuun liikevoitto ilman realisoitumattomia käyvän arvon muutoksia* laski 1,5 % (+2,9 %) 178 miljoonaan euroon (181 miljoonaa euroa). Korkokate* oli samalla tasolla kuin vuotta aiemmin ollen 260 miljoonaa euroa (260 miljoonaa euroa). Vertailukautta suuremmat kulut heikensivät liikevoittoa ilman realisoitumattomia käyvän arvon muutoksia. Liikevoitto* oli 193 miljoonaa euroa (166 miljoonaa euroa). Realisoitumattomat käyvän arvon muutokset olivat tilikaudella 14 miljoonaa euroa (-16 miljoonaa euroa). Muutokseen on vaikuttanut etenkin konsernin keskeisillä varainhankintamarkkinoilla tapahtuneet korkojen sekä luottoriskilisien muutokset. Tilikauden kulut* olivat 86 miljoonaa euroa (81 miljoonaa euroa). Kulut kasvoivat pääasiassa henkilöstö- ja hallintokulujen sekä palkkiokulujen nousun vuoksi. Konsernin vähimmäisomavaraisuusaste (leverage ratio) pysyi edelleen vahvalla tasolla, ja se oli joulukuun lopussa 13,1 % (12,3 %). Konsernin CET1-vakavaraisuus on edelleen erittäin vahva ja oli joulukuun lopussa 94,0 % (107,7 %). Vakavaraisuutta laski vuoden 2025 alussa voimaan tullut CRR III -sääntely, jonka seurauksena vakavaraisuussuhde laski noin 10 %-yksikköä lähinnä vastuunarvonoikaisuriskin kasvusta johtuen. CET1-vakavaraisuus oli yli kuusinkertainen verrattuna 15,1 %:n (15,0 %) kokonaisvakavaraisuusvaatimukseen vaaditut pääomapuskurit huomioiden. Pitkäaikainen asiakasrahoitus (laina- ja leasingrahoitus) ilman realisoitumattomia käyvän arvon muutoksia* oli joulukuun lopussa 38 510 miljoonaa euroa (35 787 miljoonaa euroa), ja se kasvoi 7,6 % (8,6 %). Pitkäaikainen uusi asiakasrahoitus* kasvoi 0,6 % (17,1 %) tammi–joulukuussa 2025 ja oli yhteensä 5 088 miljoonaa euroa (5 056 miljoonaa euroa). Lyhytaikainen asiakasrahoitus* oli 1 895 miljoonaa euroa (1 825 miljoonaa euroa). Joulukuun lopussa pitkäaika...

Reckoner Capital Management is launching a series of collateralized loan obligation ETFs that will automatically reinvest loan dividends, a novel feature that will allow investors to control when they collect distributions and pay taxes. The four new actively managed ETFs join Reckoner’s two other ETFs, which offer investors exposure to CLO securities with a variety of credit ratings, according to a statement. CLOs are bundles of leveraged loans packaged into bonds of varying size and risk. The new funds are aimed at investors who prefer to avoid any dividend payouts until they sell their holdings, as well as those who want to reduce the frequency of cash distributions to just once a year rather than monthly, according to John E Kim , Reckoner’s chief executive officer. “These are dividend minimization funds,” said Kim in an interview. “Depending on investment objectives, you may want to take a distribution just once a year, or you may just want to stay fully invested until you decide to liquidate.” There are other ETFs that seek to avoid paying out dividends but they remain somewhat uncommon. A fund from Roundhill Investments tracks the S&P 500 but sells stock holdings just before they are due to deliver dividends. Reckoner says its ETFs save on fees and administrative costs by managing all funds through a single entity. The $1.3 trillion CLO market has not historically been channeled into ETFs, because the collateralized securities were seen as the domain of sophisticated institutional investors. But the growth of ETFs and the broader hunt for yield has pushed total assets in CLO-focused ETFs to over $40 billion, according to data compiled by Bloomberg.

The dollar typically strengthens in times of economic or geopolitical strife, but in 2026 much of the uncertainty and political turmoil is coming from inside the US – and President Donald Trump has given a thumbs-up to the resulting plunge in the greenback. The dollar has dropped 9% overall against a basket of world currencies over the last year, and in January fell to its weakest level since March 2022. And the downward pressures don’t appear to be going away. A weaker dollar reverberates across the US and global economies. In the US, prices of imported goods rise, making purchases of those products more expensive for American manufacturers and consumers, while American exports become more attractive to customers overseas. Here’s what to know about the dollar’s drop and what to expect if the currency remains under pressure. Why is the dollar weakening? There are multiple forces dragging down the US currency. But analysts say the Trump administration’s unpredictable foreign policy, including Trump’s on-again, off-again threat to take over Greenland and the removal of Venezuela’s president by force , are undermining the dollar’s normal role as a haven in times of uncertainty. Trump’s repeated attacks on the Federal Reserve ’s independence also have put pressure on the US currency, as has the possibility of further interest-rate cuts by the central bank. Lower interest rates drag down the dollar as investors look elsewhere for higher savings rates. Separately, the Trump administration and many analysts have argued that the dollar has become overvalued and that the recent weakness and outlook for continued depreciation is a reckoning the world should have been braced for. During Trump’s first term, the president highlighted that for decades, as part of the underpinning of globalization, the dollar was artificially propelled higher by the rest of the world. Currency manipulation charges have been rampant over the past two decades at least. China and other Asian nations ...

(2) All comparisons are to 2024, unless otherwise stated. The US ecommerce market share is based on a combination of US Census Bureau data (Quarterly Retail E-Commerce Sales, not adjusted) and internal estimates. Shopify market share represents sales by Shopify merchants based on Shopify's 2025 US GMV (excluding merchant sales made through POS). International revenue represents total revenue for all regions outside North America. Offline revenue includes revenue from Shopify Payments for offline, POS Pro and Retail plan subscriptions and POS Hardware. B2B represents a very small portion of total GMV today, given it is a product offering for Plus merchants only. (1) See endnotes below for definitions of GMV and MRR and additional information on free cash flow and free cash flow margin, which are non-GAAP financial measures and are reconciled to the comparable GAAP measures in the non-GAAP reconciliation at the end of this press release. Jeff Hoffmeister, Chief Financial Officer, said, "We closed Q4 with strong top-line growth and disciplined cash generation with revenue up 31% year-over-year and a 19% free cash flow margin. This brings 2025 to 30% revenue growth, 4 percentage points higher than 2024, and a 17% free cash flow margin. With AI reshaping how buyers discover and purchase, we delivered these strong margins while investing in Catalog, Sidekick, Universal Commerce Protocol, and our full platform of commerce solutions. We ended 2025 with strength across all merchant sizes, regions, and channels, setting us up well for 2026." "2025 was Shopify at full throttle - driving compounding growth, while laying the rails for the new era of AI commerce," said Harley Finkelstein, President of Shopify. "2026 will be the year of the builders, and we'll be powering them - from first sale to full scale." Internet, Everywhere--(Newsfile Corp. - February 11, 2026) - Shopify Inc. (NASDAQ, TSX: SHOP) announced today financial results for the quarter and year ended December 31, 2...

Fidelity and Vanguard both offer relatively limited rosters of dividend exchange-traded funds (ETFs). Both are winners for different reasons, but each of their dividend ETFs has some flaws. Vanguard and Fidelity are two of the biggest names in the investment world. Together, they manage trillions of dollars in assets and are top investing destinations for almost any financial goal. For those seeking income generation, both issuers offer quality exchange-traded funds (ETFs), although somewhat limited dividend ETFs. In terms of dividend income strategies, both Vanguard and Fidelity offer several relatively standard options, but surprisingly little that would be considered a robust or unique approach. Before diving deeper into which of the two is the better dividend ETF issuer, let's do a quick rundown of the lineup that each offers. The Vanguard dividend ETFs The Vanguard Dividend Appreciation ETF (VIG 0.27%) has a straightforward strategy. It targets companies with a streak of consecutive annual dividend growth covering at least 10 years, while eliminating the top 25% of yields from consideration. The Vanguard International Dividend Appreciation ETF (VIGI +0.72%) is the international version of the fund above. The only major difference is that this index requires only a seven-year track record of annual dividend growth. The Vanguard High Dividend Yield ETF (VYM 0.06%) is a pretty generic high-yield portfolio. It starts with a large universe of U.S. dividend-paying stocks, calculates the indicated yield for each, and simply grabs the top half of all yields. The Vanguard International High Dividend Yield ETF (VYMI +0.14%) is the international version of the above ETF. The Vanguard Wellington Dividend Growth Active ETF (VDIG 0.15%) is at least unique in that it's actively managed and targets high-quality companies that have shown an ability and a willingness to grow their dividends over time. The Fidelity dividend ETFs The Fidelity High Dividend ETF (FDVV +0.03%) is the...

How do you put a value on a city on the Moon? What about a colony on Mars? Or an AI superintelligence zooming through space aboard a million satellites? If SpaceX’s bankers are to be believed, this futuristic vision should be worth at least $1.5tn (£1.1tn) at an upcoming initial public offering for Elon Musk’s rocket business. This week, Musk promised SpaceX would aim to complete a self-sustaining lunar city within 10 years and start work on a Mars colony within the next five. Even next to Tesla, SpaceX, founded in 2002, is Musk’s crowning glory. The business has a near-monopoly over the West’s space launch market and its Starlink network is vital to America’s national security. Its Starship rockets should enable humans to return to the Moon. This year, it is expected to hit $24bn in revenues. SpaceX is now rumoured to be seeking to raise $50bn at a valuation of $1.5tn in its planned stock market listing. Yet despite the company’s out-of-this-world origins, its valuation and future success are now increasingly tied to the AI mania gripping the stock market. In December, Musk began to float the idea that SpaceX could build a fleet of AI data centres in orbit. The world’s richest man wants to build a “sentient sun” to challenge OpenAI’s ChatGPT.

摩根大通 的一项调查显示，大国之间的冲突将在未来一年引发金融市场的进一步波动，而人工智能（AI）的发展也是交易员最关心的议题之一。 摩根大通的年度电子交易调查发现，认为地缘政治紧张局势今年将对金融市场产生最大影响的受访者比例，较2025年增长了一倍以上，达到41%。例如AI等技术创新以19%位居第二；利率政策以13%排在第三。 摩根大通新设的量化交易与研究团队负责人Chi Nzelu表示，很突出的一点是，市场对新出现与持续存在的地缘政治紧张局势高度聚焦，这意味着市场不预计会很快看到当前局势迅速得到解决。这与“对市场持续波动的担忧相关。客户最担心的是清算库存头寸的预期成本。” 这项1月进行的调查覆盖全球955名机构与专业交易员，反映了他们在2026年初的心态。2026年伊始，地缘政治紧张局势已出现升级，同时由于担忧AI可能颠覆部分行业，股市遭到抛售。 此外，所有受访者都表示，预计将增加电子交易活动。这延续了跨资产类别、持续多年的“电子化”趋势，即便是流动性较差的证券也不例外。 与此同时，代币化资产被视为数字市场中最大的机会：48%的卖方受访者与33%的买方受访者选择了这一项，排在加密货币、稳定币和存款代币之前。 尽管大型银行和其他市场参与者试水区块链已有十多年，但代币化资产相关成交量与传统资产相比仍非常小。其理念在于让交易与记录保存更快且更便宜。 “数字资产持续吸引整个市场的浓厚兴趣，”摩根大通数字市场全球主管Eddie Wen表示。“在最近与客户的交流中，大多数客户都表示有意探索交易、托管或融资等，但参与度仍较为具有选择性，且以探索为主。” 责任编辑：刘明亮

格隆汇2月11日｜机构分析指出，金价延续涨势，因美元走弱及美国零售销售不及预期提振了市场对进一步降息的预期，金价重新站上5100美元关口。下一个关键催化剂是稍晚将公布的美国非农就业数据以及周五公布的消费者价格指数。荷兰国际集团分析师表示：“今日的就业报告对外汇市场而言是一个关键事件。若数据明显疲软，可能为市场定价4月降息铺平道路。”

US equity futures waver ahead of the release of the delayed January payrolls report. Shares of European wealth managers slump on AI disruption fears following a selloff in its US peers. Israeli Prime Minister Benjamin Netanyahu is set to meet with President Trump at the White House to discuss Iran. Jennifer McKeown of Capital Economics looks ahead to the jobs data. (Source: Bloomberg)

Key Points Micron Technology and Western Digital have both posted massive returns over the past year. There are several reasons why both of these stocks should continue to generate strong returns over the long haul. Both of these stocks are surprisingly undervalued relative to other AI juggernauts. 10 stocks we like better than Western Digital › Every year, some stocks break out with massive returns, but the ones that truly become stars are those that can sustain those gains over the long haul. In 2025, two of the most notable breakout stocks were Western Digital(NASDAQ: WDC) and Micron Technology(NASDAQ: MU) -- digital memory specialists that saw demand for their wares propelled higher by surging investments in artificial intelligence (AI) infrastructure. 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 » Over the past 12 months, Western Digital has risen a whopping 465%, including a 60% return already this year. Micron stock has gained 313% over the past year, including a 35% increase year to date. Yet even after these massive gains, both stocks remain strong long-term buys. Why these breakout stars will continue to shine There are some common threads that should make Western Digital and Micron stocks long-term growers. First, both of these companies are dominant players in their respective parts of the tech industry, and they are recipients of surging demand due to the AI infrastructure buildout. Micron makes high-bandwidth memory chips for AI data centers, and it's one of three major players in that market. The memory chip industry is in a supercycle -- an extended boom cycle -- with demand outpacing supply because the AI data center infrastructure buildout requires an abundance of these types of chips. Micron already has sales agreements in place for all of the chips it will be able to manufacture and deliver in 2026. Western Digital, which mak...

财联社2月11日讯（编辑 牛占林） 美国监管机构拒绝审查莫德纳(Moderna)提交的一款新型流感疫苗上市许可申请，尽管此前美国食品药品监督管理局(FDA)曾对该项目放行，这一决定可能对美国所有新疫苗及更新版疫苗产生深远影响。受此消息影响，莫德纳股价周三盘前暴跌逾8%。 这一决定对莫德纳而言构成严重打击，该公司正试图弥补新冠疫苗收入下滑带来的缺口，同时证明其mRNA技术平台具备长期商业可持续性。 在美国卫生与公众服务部(HHS)部长小罗伯特·F·肯尼迪主导下，美国疫苗政策已出现大幅调整。肯尼迪长期以来以反疫苗立场闻名。相关政策变化已导致疫苗接种率下降，并引发外界对公共卫生风险可能难以逆转的担忧。 RBC资本市场分析师Luca Issi表示：“我们很难不认为，今天的这一决定与本届政府整体如何看待疫苗类别、尤其是mRNA技术的态度有关。” 这是特朗普政府近期针对疫苗政策采取的又一举措。今年1月份，美国政府官员已决定不再全面推荐约三分之一的常规儿童疫苗接种项目，其中包括流感疫苗。 加州大学旧金山法学院教授、研究疫苗政策的Dorit Reiss表示：“这一决定很可能会打击行业未来在流感疫苗领域的投资意愿，并使企业与美国FDA的合作前景变得不确定且复杂。” 她进一步指出：“监管机构拒绝审查一种采用更具灵活性的技术开发的新型疫苗，同时增加了明年传统疫苗供应可能不足的现实风险。” mRNA疫苗在预防某些疾病方面已显示出更强的保护潜力，并且相较于传统的鸡胚培养流感疫苗，其更新迭代速度更快。鉴于流感病毒变异迅速且具备潜在大流行风险，疫苗的快速更新能力尤为关键。 根据美国生物制品评价与研究中心(CBER)主任Vinay Prasad签署的一封信函，FDA将不会审查莫德纳新款mRNA流感疫苗的临床试验数据。原因在于，该临床试验将新疫苗与现有标准剂量流感疫苗进行对比，而非与针对高风险人群的疫苗进行比较。 Prasad在信中写道，FDA认为该试验设计“不充分且缺乏良好对照”，因为将新疫苗与标准流感疫苗比较“未能反映当前最佳可用的治疗标准”。 然而，莫德纳事实上在65岁及以上人群中，将其新疫苗与现有高剂量流感疫苗进行了对比；而在65岁以下人群中，则与标准剂量流感疫苗进行了比较。 Reiss指出：“对于65岁以下人群而言，高剂量疫苗本身并不是标准治疗方案。因此FDA的这一论点同样站不住脚。” 研...

Microsoft Stock (MSFT) Rises on Sovereign Cloud Collab with French IT Giant TipRanks

Martin Marietta Materials press release ( MLM ): Q4 GAAP EPS of $3.85 misses by $1.13 . Revenue of $1.53B (+8.5% Y/Y) misses by $150M . Fourth-quarter aggregates shipments increased 2.0 percent to 48.9 million tons, reflecting strong infrastructure and nonresidential construction activity, favorable weather across the Company's footprint, and contributions from acquisitions. Average selling price (ASP) increased 5.3 percent to $23.11 per ton. FY26 revenue consensus of $7.41B 2026 GUIDANCE (Dollars in Millions) Low * High * Midpoint * Revenues $ 6,420 $ 6,780 $ 6,600 Interest expense, net of interest income $ 200 $ 210 $ 205 Estimated tax rate (excluding discrete events) 20.0 % 21.0 % 20.5 % Net earnings from continuing operations attributable to Martin Marietta $ 1,043 $ 1,158 $ 1,100 Consolidated net earnings attributable to Martin Marietta 1 $ 1,243 $ 1,358 $ 1,300 Adjusted EBITDA from continuing operations 2 $ 2,160 $ 2,310 $ 2,235 Consolidated Adjusted EBITDA 2 $ 2,410 $ 2,560 $ 2,485 Capital expenditures $ 550 $ 600 $ 575 Building Materials Business Aggregates Volume % growth 3 1.0 % 3.0 % 2.0 % ASP % growth 4 4.0 % 6.0 % 5.0 % Gross profit $ 1,810 $ 1,900 $ 1,855 Other Building Materials Gross profit $ 80 $ 110 $ 95 Specialties Business Gross profit $ 150 $ 170 $ 160 Click to enlarge Shares +1.2% PM. More on Martin Marietta Materials Martin Marietta Materials: Residential Recovery And Margin Expansion Drive Next Leg Of Growth Martin Marietta Is Still Too Richly Valued Going Into 2026E Martin Marietta Materials Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Martin Marietta Materials Historical earnings data for Martin Marietta Materials

新春佳节即将来临之际，上海市委书记陈吉宁，市委副书记、市长龚正，市人大常委会主任黄莉新，市政协主席胡文容，市委副书记朱忠明等市领导近日分别前往驻沪部队，向驻沪人民解放军指战员、武警部队官兵、军队文职人员、预备役人员和民兵致以诚挚问候和新春祝福，感谢大家为护航上海经济社会发展和城市安全有序运行作出的积极贡献。（澎湃新闻）

Nvidia bundles Resident Evil Requiem as AMD counters with Crimson Desert TechSpot

NVIDIA Corp (NVDA) Stock Price, Trades & News GuruFocus

格隆汇2月11日｜闪迪盘前涨3.2%，美光科技涨2.9%，希捷科技涨2.2%，西部数据涨1.9%。

【热点导读】 火箭发射进入高密度周期，3D打印迎来产业成长黄金窗口期 蚂蚁阿福开启春节支付宝红包活动，AI医疗有望进一步发展 浙江提出探索建设通算、智算、超算、量算融合的算力体系 字节图像生成新模型Seedream5.0 Preview上线 台耀科技发布停产声明，被迫配合玻布厂后续供应计划降低E-glass的进货量 【主题详情】 火箭发射进入高密度周期，3D打印迎来产业成长黄金窗口期 据报道，火箭发射进入高密度周期，整个产业链对 “快速迭代、降本增效” 的要求达到了极致。3D打印完美适应此需求点，从原来的示范性应用转变为如今无法绕开的核心制造技术。尤其在火箭发动机这种结构复杂、要求严苛的关键零部件中，3D打印的优势极大凸显。 3D打印具备成为商业航天最终解决方案基础。推力室是火箭发动机中最复杂、制造难度最大、制造周期最长的部件，目前通过粉末床熔融+定向能量沉积完成推力室喷注器、喷管和燃烧室、涡轮泵等核心零部件加工已有较多成熟方案。国内深蓝航天、蓝箭航天、天兵科技推力室均已有3D打印技术应用。西南证券指出，基于技术迭代与下游应用拓展的双重驱动，3D打印行业正由原型制造加速迈向规模化生产，进入产业成长的黄金窗口期。当前3D打印在各应用领域渗透率仍处低位，在千亿美元市场空间指引下，具备技术卡位、客户绑定与产能先发优势的企业有望深度受益。 上市公司中， 有研粉材 表示，公司3D打印粉末材料在火箭发动机推力室等部件制造中有诸多应用，同时民用航天火箭和卫星部件也大量采用了3D打印制造技术。民用航天的快速发展对公司业务扩张有重要推动作用。 铂力特 通过全链路增材制造技术，覆盖材料研发、设备适配、工艺创新、结构优化及批量生产等关键环节，为商业航天动力系统创新提供低成本、高质量、高可靠性的全套解决方案。 立中集团 的高端铝基中间合金、铝基稀土中间合金、航空航天级特种中间合金、硅铝弥散合金等产品已分别应用于飞机、火箭和卫星的铝合金部件制造、钛合金和高温合金关键结构件制造及航空 航天电子 封装等领域。 蚂蚁阿福开启春节支付宝红包活动，AI医疗有望进一步发展 《科创板日报》获悉，蚂蚁阿福开启支付宝红包活动 ，2月11日-2月12日新注册用户在阿福可得16.8元支付宝红包。 东北证券研报认为，大模型厂商对于医疗方面的布局进一步加强，已成为重点布局领域之一，同时叠加政策方面的支持，AI医疗有望...

Photo: VCG Cathay Cargo has expanded its air freight capacity into Southeast Asia to keep up with a manufacturing shift toward the region, a senior executive said, as changing trade routes and tariff policy uncertainty reshape global logistics. During a recent group interview, James Evans, General Manager Commercial at Cathay Cargo, identified Southeast Asia as a primary engine of the company’s growth, saying that the combined Southeast Asia and Oceania market has become the carrier’s third-largest market by revenue after Hong Kong and the Chinese mainland.

Ryder press release ( R ): Q4 Non-GAAP EPS of $3.59 beats by $0.02 . Revenue of $3.2B (flat Y/Y) misses by $10M . Full Year 2026 Outlook ROE (non-GAAP) of 17% - 18% Comparable EPS (non-GAAP) of $13.45 - $14.45 Operating revenue (non-GAAP) increase of 3%, primarily driven by SCS Net cash provided by operating activities from continuing operations of $2.7 billion and free cash flow (non-GAAP) of $700 million - $800 million More on Ryder Ryder System Business Improvement Is Hard To Disentangle From Liability Mismatch And Depreciation Lags Ryder System: Cheap Valuation With A Better Earnings Profile Vs. The Previous Peak Ryder System, Inc. (R) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript Ryder Q4 2025 Earnings Preview Ryder System buys Truck Service Depot

"As I've grown, my career has grown, and the want to explore other parts of the industry and other parts of our business and other parts of storytelling has always kind of been there," he explained to the BBC.

The day after French billionaire Bernard Arnault vowed to raise his stake in luxury conglomerate LVMH to majority ownership, he hunkered down and started buying. Europe’s richest individual purchased roughly €100 million of stock on Jan. 28, according to a Paris stock market filing. That came just after Arnault had unveiled 2025 results that disappointed investors and he delivered a downbeat outlook, hitting the share price and handing him his biggest single-day personal wealth loss in dollars of $15 billion. Filings show he’s kept up the pace through holding companies, bringing total purchases through Feb. 4 to some 757,000 shares, worth about €407 million. The latest spree follows a more sustained run of buying over eight months last year when Arnault also bought the dip. Unlike last year’s purchases, Arnault telegraphed his intent this time around, saying he wasn’t sure it would “please observers,” amid the strong headwinds buffeting the luxury industry and wish to own more than 50% of the world’s biggest high-end goods conglomerate that he built up over decades. “Our family group has about 50% of LVMH’s capital and since now we’re at the start of a new year, we’re entitled to acquire a bit more,” he said during the Jan. 27 earnings presentation. “This year we’ll cross the 50% threshold. So we’ll own over 50% of the share capital. So we believe in what we do, and we’re showing it in that way.” A representative for the Arnault family didn’t immediately respond to queries about the latest stock purchases. Read more: Arnault Tightens His LVMH Control With $1.6 Billion Buying Spree Arnault has long sought to tighten his control over LVMH , a company he’s headed since 1989 and expanded largely through acquisitions into Europe’s second-biggest firm, with a market value of about €268 billion. The 76-year-old engineer-by-training has also expanded his ownership strategy at the brand level, saying last month that LVMH spent €1 billion to raise its stake in upmarket cashme...

watch now VIDEO 5:35 05:35 Tariffs do not cause inflation, says Treasury Secretary Scott Bessent Squawk on the Street New analysis of U.S. Census data shows that states across the U.S. where key midterm elections will take place this year paid over $134 billion in tariffs in the period since President Donald Trump began implementing widespread trade duties in March 2025 through last November. In all, the U.S. Census data compiled by Trade Partnership Worldwide showed a total of $199 billion in tariffs paid by states during that time period. Trump has called affordability a "Democratic hoax," and in recent testimony before Congress, Treasury Secretary Scott Bessent said the tariffs " do not cause inflation." But Trump's tariffs and affordability are expected to be factors in the upcoming midterm election cycle. Recent CNBC survey data from the American consumer and pricing data show that the affordability issues are real and many voters have soured on the economy. A January poll from The New York Times and Siena University found that 54% of voters oppose Trump's tariffs. "Americans struggling with affordability rightly blame tariffs for higher prices on many everyday purchases," said Dan Anthony, executive director of the We Pay the Tariffs small business coalition and president of Trade Partnership Worldwide. "The president could eliminate tens of billions in taxes in the states that will determine the 2026 elections. He just doesn't want to," Anthony said. Anthony said his coalition is highlighting the new data to counter rhetoric about tariffs being "paid by other companies" and being "paid to Americans" and to "educate the public about how tariffs actually work and who pays the price for them: American small businesses, workers, and consumers." Top states and tariff bills California: $38 billion Texas: $21 billion Michigan: $13 billion Georgia: $12 billion Illinois: $9.6 billion Ohio: $6.5 billion Pennsylvania: $6.3 billion North Carolina: $5 billion South Caroli...

格隆汇2月11日｜摩根士丹利：将杜邦(DD.US)目标价从44美元上调至52美元。