A global memory supply shock is sweeping through the electronics industry, as surging component costs threaten to squeeze China’s smartphone and broadband equipment manufacturers. New data from TrendForce and Counterpoint Research point to mounting risks across the consumer electronics supply chain, with memory prices soaring amid a supply crunch driven by relentless demand from artificial intelligence data centres. Prices for memory used in consumer devices – from PCs and entry-level...

格隆汇2月12日｜国家邮政局召开局长办公会议。会议强调，要持续推进《快递暂行条例》实施，聚焦建设绿色邮政，着力构建绿色节能服务体系，着力加快推进行业绿色转型，着力推动生产方式节能降碳，为邮政快递业高质量发展增添新亮色。要强化《限制快递过度包装要求》等法规标准政策的落地实施，加强行政执法，压实企业主体责任。要深入推进快递包装源头治理，协同相关部门加强对上游电商企业、商家的监管，充分调动各方积极性，加快绿色转型步伐。要制定《邮政业碳排放核算方法》行业标准，组织开展碳排放核算，推动全环节减碳降碳。

Zacks.com users have recently been watching Li Auto (LI) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

In the latest edition of my Markets A.M. newsletter, I look at why professional investors are drawn to century bonds, like those sold by Alphabet this week—and why individual investors might be wise to steer clear.

Alphabet’s massive AI spending plans are setting off a ripple effect, positioning these chipmakers and infrastructure players as solid buys.

In this article AAL Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 3:45 03:45 Can American Airlines turn itself around? Airlines American Airlines flight attendants' union plans to hold a picket outside the company's headquarters on Thursday pushing for new leadership at the carrier, which has lagged rivals Delta Air Lines and United Airlines in profitability and punctuality. Ahead of the picket on Wednesday night, American CEO Robert Isom sought to calm frustrated employees and listed improvements the carrier expects this year, including a jump in profits as well as improvements to schedules and new cabins. "We look forward to working with all of you to make it happen," Isom said in a video message filmed at the airline's Fort Worth, Texas headquarters. The picket comes days after the Association of Professional Flight Attendants, which represents American's 28,000 cabin crew members, issued a vote of no confidence in Isom, which the union said was its first such move. The chief executive was also criticized by the pilots' union, which sought a meeting with the airline's board, of which Isom is a member, to discuss the problems. Unions for pilots, flight attendants and mechanics have all recently said the company needs to do better to improve reliability and financial results. The protest is an unusual move outside of contract negotiations. The signals from the labor groups have increased pressure on Isom, who took the helm nearly four years ago, and American's leadership team, which is investing in cabin upgrades, bigger airport lounges and other on-board products. Last month, American forecast stronger revenue and profits for 2026 and said it expects to report adjusted earnings per share of as much as $2.70, up from an adjusted 36 cents last year. American is in the middle of a revamp that it hopes will help revive profits with more modern airplane cabins that command higher fares, which is especially important as coach-class fares have dropped. ...

Yoshiyoshi Hirokawa/DigitalVision via Getty Images I previously covered Merck ( MRK ) in April 2024, discussing how the stock had been priced for perfection, worsened by the moderating forward dividend yields, with it warranting a moderate patience/pullback for those looking to add. In this article, I shall discuss why I am reiterating my Buy rating for the MRK stock, albeit after a slight retracement nearer to the 50-day moving averages, given the notably overbought technical indicators and the lumpy adj. EPS prospects in the near term. My optimism is attributed to the growing new indications on the original KEYTRUDA therapy, the US FDA approval for the one-minute injectable KEYTRUDA QLEX, the accretive, newly acquired pipelines, and the healthier balance sheet, potentially allowing them to emerge stronger beyond KEYTRUDA's upcoming LOE in 2028. MRK Hints at Durable KEYTRUDA Monetization MRK 1Y Stock Price ( TradingView ) Since my last Buy rating, the wider pharmaceutical sector has underperformed expectations, with MRK also losing much of its 2022-2024 gains to hit prior 2022 lows around the $73s by May 2025. This is albeit with the stock charting a double-digit stock price rally to retest the prior May 2023 highs of $110s by the time of writing, with the outsized momentum partly attributed to the November 2025 market rotation to value/dividend-oriented sectors after the AI-related fears post Q3'25 earnings season. 1. Robust Top/Bottom Line Performance & Forward Guidance Fundamentally, MRK continues to report single-digit top-line growth and a lumpy adj EPS performance, with the latter attributed to numerous IPR&D charges, milestone payments, and/or business development transactions - all of which are likely to trigger near-term noise. The same has been observed in their FY2025 adj EPS performance of $9.18, including a $0.20 per share charge related to business development transactions ( +2.7% YoY, including a $1.28 per share charge related to business development...

chrisdorney/iStock Editorial via Getty Images Robinhood ( HOOD ) reported its 4Q25 after the bell on Tuesday. Heading into print, the stock was falling out of market favor, having shed almost 32% of its value YTD and dropping from highs of $153.86 to $76.81. The quarter's results only deepened the pullback, with Robinhood down around 10% on Wednesday. At these levels, we believe Robinhood is trading below its actual value. Yahoo Finance For the quarter, Robinhood trailed Street expectations, reporting $1.28B in revenue versus estimates for $1.34B. Profit dropped from $916M to $605M, or from $1.01 to $0.66. Total platform assets increased 68% Y/Y to $324B, while average revenue per user grew 16% Y/Y to $191 but was flat sequentially. For context, average revenue per user grew from $151 to $191 between Q2 and Q3. The lackluster performance for the quarter has mainly cautious crypto trading to thank. Crypto has been struggling since its fortunes turned last October, shedding over 50% from its highs. As a result, crypto assets as a percentage of Robinhood's total assets shrank in Q4 compared to the first three quarters of the year. For 1Q25, 2Q25, and 3Q25, crypto assets accounted for around 11% of total platform assets but dropped to 8.6% in 4Q25. Revenue from crypto trading dropped 38% Y/Y and 17% sequentially. Even while crypto revenue was $221M, this baked in contributions from its Bitstamp acquisition, without which the revenue crash would've been much more dramatic. The company's overall transaction revenue still grew Y/Y, thanks to options and equities, up 41% and 54%, respectively. Operating margins, however, came under pressure, dropping from 54.8% in the year-ago quarter to 50.7% this quarter. This was in part due to the crypto fallout, considering that it's usually a high-margin business, and in part due to the higher operating expenses, which grew 38% to $633M. Net deposits for the quarter hit an annualized growth rate of 19% relative to its total platform a...

Getty Images Don't Fear The CAPEX Shock The last time I updated my coverage on Alphabet Inc. ( GOOG ), the stock was trading at ~$335/share. Since then, the firm has reported its fiscal Q4 2025 results, guiding for a massive pick-up in CAPEX, so the stock price has dropped by almost 10% because of the fears of low ROIC ahead. I believe this market reaction is illogical given that Google Cloud's revenue is surging by 48% YoY in Q4, and the backlog has already doubled to around $240 billion. I see emerging catalysts in the next couple of years that should only add to Google's attractiveness and bring its shareholders massive gains, so I think the stock deserves a "Buy" rating despite the CAPEX boost. Why Do I Think So? Alphabet reported its Q4 earnings in early February, posting ~$113.83 billion in quarterly revenues (+18% YoY) and $2.82 in adjusted EPS (+31% YoY), beating the consensus estimates by 2.11% and ~6.8%, respectively. About 15.5% of the top line came from Google Cloud, which posted a YoY gain of 48%—the market expected $16.18 billion, so the firm has beaten expectations not just on the headline levels but within its business structure. What's also noteworthy is that the fears over product cannibalization that we've been hearing for the past few years haven't been proven right because Search is still growing rapidly (+17% YoY in Q4). The AI Overviews and AI Mode are acting as expansionary forces, as the CEO noted on the call, and they're driving “more complex queries that are three times more conversational than traditional searches.” I view this trend as a de-risking moment for the stock that should have led to a post-earnings rally, but it hasn't happened in reality. TrendSpider Software, GOOG, Notes Added There were likely 2 reasons for the stock's correction lately: the market's digestion of the CAPEX guidance ($175-185 billion for FY2026) and the massive bond issuance (the market might have had concerns about the firm's ability to finance the growth fr...

J Studios/DigitalVision via Getty Images What a blastoff. It turned out to be a blowout earnings release by data center infrastructure leader, Vertiv Holdings Co. ( VRT ). Frankly, the stock had already mounted a pre-earnings advance, so the momentum was already there. Investors were having high hopes, and the company didn’t dash any of them, as most of the metrics that I’ve observed came in too hot to handle, suggesting that the undergirding momentum in this AI boom is becoming all too clear for us to behold. As an industrials sector company, VRT doesn’t trade at a multiple that you might be used to when assessing its constituent peers, and that’s ok. Vertiv’s exposure is highly geared to the AI infrastructure outlay, with 80% exposure to its slate of data center customers. In normal days, investors would have been duly concerned with what they consider extremely high revenue concentration risks. However, we aren’t in normal days, are we? Unless you have been living in a forsaken cave located on an isolated island with no terrestrial internet access (and no Starlink), we are most definitively moving further afield in the AI arms race as big tech looks set to spend almost $700B in AI CapEx this year to bolster their dominance. Investors with hardware experience know firsthand that when we talk about AI, it isn’t just the GPU, right? There’s an entire system underlining the data centers, spanning a wide range of AI supply chains that take us into memory/storage, CPUs (yes, we still have them, and they could be making a comeback), GPUs, networking, etc. And guess what, these things don’t run on their own, yeah? We need a stable power supply, we need reliable and consistent thermal management, and we need cooling infrastructure, right? Morningstar estimates that data centers don’t spend more than 10% of their setup on Vertiv's systems, so price isn’t considered the most important factor. It’s a no brainer that reliability, safety, and undisrupted operations of the high...

SINGAPORE, Feb. 12, 2026 (GLOBE NEWSWIRE) -- FAST TRACK GROUP (NASDAQ: FTRK) ("Fast Track" or the "Company"), a leading entertainment-focused event management and celebrity agency company, announced it has received an additional 180-day extension period from the Nasdaq Listing Qualifications Department (the “Nasdaq Staff”) to regain compliance with the $1.00 minimum bid price requirement set forth in Nasdaq Listing Rules 5550(a)(2) (the “Minimum Bid Price Requirement”).

農曆新年將至，不少人想行年宵辦年貨，希望來年大吉大利。一班中學生初次嘗試經營年宵攤檔。 女學生說：「其實辦年宵真是沒有甚麼把握，完全不知道究竟是怎麼一回事。」 男學生稱：「有些人又推來推去，又不做事，令我也不想做了。」 《新聞掏寶》和大家重溫2002年專題，看看一盤小生意教曉年輕人甚麼道理。 一班聖公會基孝中學的中六學生，準備辦年宵攤檔，他們差不多天天放學也開會，全班二十個同學分成不同部門互相合作。 女學生指出：「我們首先有採購部、行政部、財政部、人事部、宣傳部等等，現在年宵的錢都籌備了不少，跟我們學校日常做的項目涉及的金額有天淵之別，所以便認真點，每一個細節都想做到盡善盡美。」 他們在維園的攤位，用了一萬八千多元才投到的。維園裡有三百多個類似的攤檔，要突圍而出，就要想出新的噱頭。新噱頭就是即席替客人拍照，然後造成襟章。 女學生表示：「你在外面看到的襟章，最多都是明星襟章，很難得可以把自己的樣子印在襟章上，所以我覺得這是最吸引人的地方。」 年廿七，很多人已經來維園行年宵，而希望以印襟章照片出奇制勝的基孝中學學生，他們的攤檔也人頭湧湧。 女學生稱：「你預計過人多，但事實上都仍然是這麼多人，所以我們也手忙腳亂。一開始，糟糕，走過去，說不說好呢？我很害怕，但現在是會很大聲地喊叫。」 這盤生意，學生總共投資了四萬多元，雖然這裡人流多，但競爭也非常激烈。要在三百多個攤位之中突圍而出，學生也要主動搶客。 另一名女學生指出：「你看到一家大小在這裡，你要馬上飛撲過去，跟他們說，二十元襟章跟一家四口拍照。很開心，他們大多數會拍。每天都像今天這樣，我想應該會賺錢的。」 是賺錢還是虧損，對同學來說，這次辦年宵只是一盤小生意，人生才是長遠的投資。 點擊觀看節目重溫

Getty Images Don't Fear The CAPEX Shock The last time I updated my coverage on Alphabet Inc. ( GOOG ), the stock was trading at ~$335/share. Since then, the firm has reported its fiscal Q4 2025 results, guiding for a massive pick-up in CAPEX, so the stock price has dropped by almost 10% because of the fears of low ROIC ahead. I believe this market reaction is illogical given that Google Cloud's revenue is surging by 48% YoY in Q4, and the backlog has already doubled to around $240 billion. I see emerging catalysts in the next couple of years that should only add to Google's attractiveness and bring its shareholders massive gains, so I think the stock deserves a "Buy" rating despite the CAPEX boost. Why Do I Think So? Alphabet reported its Q4 earnings in early February, posting ~$113.83 billion in quarterly revenues (+18% YoY) and $2.82 in adjusted EPS (+31% YoY), beating the consensus estimates by 2.11% and ~6.8%, respectively. About 15.5% of the top line came from Google Cloud, which posted a YoY gain of 48%—the market expected $16.18 billion, so the firm has beaten expectations not just on the headline levels but within its business structure. What's also noteworthy is that the fears over product cannibalization that we've been hearing for the past few years haven't been proven right because Search is still growing rapidly (+17% YoY in Q4). The AI Overviews and AI Mode are acting as expansionary forces, as the CEO noted on the call, and they're driving “more complex queries that are three times more conversational than traditional searches.” I view this trend as a de-risking moment for the stock that should have led to a post-earnings rally, but it hasn't happened in reality. TrendSpider Software, GOOG, Notes Added There were likely 2 reasons for the stock's correction lately: the market's digestion of the CAPEX guidance ($175-185 billion for FY2026) and the massive bond issuance (the market might have had concerns about the firm's ability to finance the growth fr...

Earnings Release: Tuesday, February 17, 2026, Before Market Open in New York Conference Call and Webcast: Tuesday, February 17, 2026, at 10:00 a.m. Eastern Time

The La Niña exerting its influence on global weather since last year is forecast to fizzle out in the coming months, returning the Pacific Ocean to its neutral state sometime in April. The Pacific is expected to remain normal through summer in the Northern Hemisphere, according to the US Climate Prediction Center . La Niña, which forms when the equatorial Pacific cools and the atmosphere reacts to it, typically wanes after its December-to-January peak. Climate center scientists are already seeing signs of decreasing strength in warmer ocean water and a weakening in atmospheric changes, the agency said in a statement. La Niñas typically mean colder winters across the northern US, which has been the case this year. Neutral conditions may eventually change to El Niño, when the Pacific warms, between September and November. This would be a big development for Atlantic hurricanes because El Niños increase storm-destroying wind shear across the Caribbean. That wind shear typically brings some reprieve to the six-month hurricane season, which starts June 1. El Niños have virtually stopped storm development in the western Atlantic many times in recent years. Read More: What Is El Niño and How Does It Affect the Weather?: QuickTake Powerful Atlantic hurricanes can disrupt down oil and gas production in the Gulf of Mexico, kill hundreds and leave billions of dollars in damage in their wake. Last October, Hurricane Melissa struck Jamaica as a record-breaking Category 5 storm on the five-step, Saffir-Simpson scale, killing at least 33 people and causing almost $8 billion in damage across multiple islands in the Caribbean. Even with these early indicators, there’s one caveat. During a span known as the “spring barrier,” forecasts for the Pacific can be highly speculative and don’t start improving until around June. “Model uncertainty remains considerable, and forecasts made this time of year tend to have lower accuracy,” according to the climate center. As neutral conditions are...

Nebius Group (NASDAQ: NBIS) is scaling AI infrastructure at breakneck speed as demand from Microsoft (NASDAQ: MSFT) , Meta (NASDAQ: META) , and others overwhelms supply. If execution stays on track, revenue growth could be explosive, but delays or dilution could change the story fast. Stock prices used were the market prices of Feb. 6, 2026. The video was published on Feb. 11, 2026. Continue reading

BELLEVUE, Wash., February 12, 2026--Xnurta the award-winning agentic AI-powered advertising platform, and Front Row, a global eCommerce agency and growth accelerator providing full-service marketplace management, digital marketing, and retail media services to leading global brands, today announced a strategic partnership to accelerate AI-driven Amazon advertising and retail media performance globally.

Coreweave has surged 137.8% in a year on booming AI demand and mega deals, but heavy debt, rising CapEx and guidance cuts raise caution.

With probes, meltdowns, and defense contracts swirling around xAI, Musk’s inner circle has shrunk to half its former size.

记者12日从海关总署新闻发布会上获悉，截至2025年底，我国共有6876家AEO企业，虽然数量仅占有进出口实绩企业的1%，却贡献了全国近40%的贸易额，AEO制度“含金量”日益提升。海关总署企业管理和稽查司司长林建田在新闻发布会上表示，中国海关积极推进国际AEO互认合作，自2012年签署首份互认协议以来，中国已与32个经济体签署AEO互认协议，覆盖58个国家（地区），并与其中的52个国家（地区）正式实施互认。中国海关的AEO互认协议签署数量、互认国家（地区）数量、互认实施数量均稳居全球首位。（新华社）

Alexandr Zhenzhirov/iStock via Getty Images The stock indexes surged pre-market on news that the economy created a better-than-expected 130,000 jobs last month, which was the largest number in a year. The caveat is that the bar was pretty low because downward revisions brought last year’s average monthly job gain to just 15,000. The 181,000 created during all of last year was the worst number outside of a recession since 2003. Still, last year’s job count is largely irrelevant, because the markets look forward. On that front, the increase in jobs was welcomed news, but stocks churned most of the day, due in part to concerns that renewed strength in the labor market would push the next rate cut by the Fed out to July. Finviz Consistent with the uptick in the ISM’s PMI Index, the manufacturing sector generated its first gain in jobs since November 2024, but the 5k created is small relative to the 68k lost last year. The unemployment rate fell from 4.4% to 4.3%. Wages rose 0.4% for the month and 3.7% over the past year, which sustains the real wage growth that is fueling consumer spending growth. The length of the workweek increased 0.1 hours to 34.3 hours, which is as relevant to income growth as the increase in wages. This was a good report and should arrest concerns that the low hire, low fire labor market is on the warning track of a downturn. Bloomberg Other encouraging aspects of the report were the large decline in the number of people working part-time for economic reasons, and the increase in the number of workers leaving their jobs, which means they had confidence they could find another. The weak spot is that nearly all of the job growth came from the healthcare and social assistance sectors for a total of 124,000. Construction added 33,000, while the financial sector shed 22,000. I have to discuss the jobs report because the market focuses on it, but the reality is that once we have evidence that the labor market has turned south the financial markets will ...

The biggest controversy of the Milan-Cortina 2026 Winter Olympics came to a head on Thursday morning, as Ukraine's Vladyslav Heraskevych was banned from competing.

Greg Meland/iStock Editorial via Getty Images The U.S. Department of Defense has directed a second aircraft carrier strike group to prepare for deployment to the Middle East as military planners position forces amid rising tensions with Iran, The Wall Street Journal reported late Wednesday, citing unnamed U.S. officials. President Donald Trump said Tuesday that he was considering sending another carrier to the region to prepare for possible military action if nuclear negotiations with Iran fail. “I insisted that negotiations with Iran continue to see whether or not a Deal can be consummated,” Trump wrote in a social-media post following a White House meeting with Israeli Prime Minister Benjamin Netanyahu, and said that if a deal cannot be reached the outcome is uncertain. Officials caution that Trump has not yet formally ordered a deployment. One official cited by the Journal said such an order could come “in a matter of hours,” and that plans may still change. Carrier likely from East Coast The Pentagon is readying the USS George H.W. Bush carrier strike group to depart, with training off the U.S. East Coast potentially accelerated to support a deployment within about two weeks, according to the news report. The carrier would join the USS Abraham Lincoln strike group, which has already been repositioned to the Middle East as part of a broader military presence that includes warships, air defenses and fighter units. Diplomacy and pressure Trump’s comments came after his meeting with Netanyahu, where he expressed a preference for reaching a negotiated settlement with Iran while underscoring that military preparation continues. The possible deployment of a second carrier would mark a rare dual carrier presence in the Middle East and signals heightened U.S. readiness should diplomatic efforts falter. Military planners and U.S. officials have not publicly confirmed specific operational decisions. Dear Readers: We recognize that politics often intersect with the financia...

Japan Tobacco press release ( JAPAY ): FY profit of ¥510.2B Revenue of ¥3.47T (+13.9% Y/Y) More on Japan Tobacco Japan Tobacco: Poised To Outperform Japanese Equities Seeking Alpha’s Quant Rating on Japan Tobacco Historical earnings data for Japan Tobacco Financial information for Japan Tobacco

Russia's Volgograd oil refinery halts processing after drone attack, sources say Reuters

HUBS posts Q4 earnings and revenue beat as AI-powered tools and customer growth drive 19% annual sales surge and upbeat 2026 outlook.

When Anthropic released an AI agent last month seemingly capable of producing legal briefs and financial reports, investors panicked. Fears of widespread layoffs in companies that produce or rely on traditional software sparked the sector’s biggest selloff since “Liberation Day” in April. Of course, new technologies like Anthropic’s desktop agent, Claude Cowork, bring change.

格隆汇2月12日丨最新消息称，软银旗下手机支付平台PayPay计划于3月赴纳斯达克交易所上市，目标估值接近200亿美元。

Kimco Realty ( KIM ) declares $0.26/share quarterly dividend , in line with previous. Forward yield 4.73% Payable March 19; for shareholders of record March 6; ex-div March 6. See KIM Dividend Scorecard, Yield Chart, & Dividend Growth. More on Kimco Realty Kimco Realty: Looking To 2026E After Rotation Kimco Realty: Upgrading To Buy On Improved Valuation And Dividend Growth Kimco Realty Corporation: Consider The Preferreds Kimco Realty beats Q4 street view, gives Fy outlook Seeking Alpha’s Quant Rating on Kimco Realty

Odfjell SE press release ( ODJAF ): Q4 GAAP EPS of $0.48. Revenue of $269.9M (-8.8% Y/Y) misses by $4.1M . Time charter earnings ended at USD 168 million, compared to USD 173 million in 3Q25. TCE per day for the quarter was USD 27,978 versus USD 28,174 in 3Q25. EBIT of USD 53 million, compared to USD 59 million in 3Q25. The Board approved a dividend of USD 0.50 per share based on net adjusted result for 2H25. Guidance: " We have renewed a significant part of our contract base through peak renewal season with the lower adjusted average rates in effect from 1Q26. The stronger chemical tanker spot market should contribute positively to rates in the quarter, as also swing tonnage is expected to remain at low levels. Odfjell Terminals anticipate stable underlying results in 1Q26. In sum, we expect the 1Q26 underlying net result to be slightly below 4Q25. " More on Odfjell SE Odfjell SE 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Odfjell SE Historical earnings data for Odfjell SE Dividend scorecard for Odfjell SE Financial information for Odfjell SE