Within the communications services sector ( XLC ), media stocks remain the most-shorted ones, with Sphere Entertainment ( SPHR ) taking the lead. Sphere Entertainment has a short interest of 25.32%, while EchoStar ( SATS ) at 19.09%, is the second highest-shorted company among all communications services stocks with a market capitalization of over $2B. Seeking Alpha’s Quant rating has a Strong Buy for Sphere Entertainment, with a score of 4.82. EchoStar also received a cautious Hold . On the other hand, both stocks got a Buy rating from Wall Street analysts. The S&P 500’s communications services sector ( XLC ), which comprises companies involved in industries including Wireless Telecommunication Services, Interactive Media and Services as well as Entertainment, fell over 1% last year, compared to the 1.4% rise in the broader market. At the other end of the spectrum, Atlanta Braves Holdings ( BATRB ) and IHS Holding ( IHS ) were among the least shorted communication services stocks, with short interest of 0.02% and 0.15%, respectively. Here are the top 5 most shorted communications services stocks, all with a market capitalization above $2 billion (as a % of shares outstanding): Sphere Entertainment ( SPHR ) 25.32% short interest EchoStar ( SATS ) 19.09% short interest AST SpaceMobile ( ASTS ) 14.06% short interest Reddit ( RDDT ) 13.92% short interest Charter Communications ( CHTR ) 13.71% short interest Here are the least shorted communications services stocks, with a market capitalization above $2 billion: Atlanta Braves Holdings ( BATRB ) 0.02% short interest IHS Holding ( IHS ) 0.15% short interest VEON ( VEON ) 0.36% short interest Kyivstar Group ( KYIV ) 0.85% short interest Alphabet ( GOOG ) 0.93% short interest More on Communication Services Select Sector SPDR Fund Where To Find Outperformance In 2026 2026 Market Outlook: AI To Remain In The Spotlight My S&P 500 Prediction On Sector Outperformers And Laggards In 2026 S&P 500 communication service firms deliv...

Demand Boom Lifted Taiwan Semiconductor Manufacturing Company Limited (TSM) to New Heights Insider Monkey

aislan13/iStock via Getty Images Quantum computing stocks continued to sell off Thursday, leaving Quantum Computing ( QUBT ) as the only U.S.-listed quantum name still holding a Buy rating despite the sector-wide retreat, according to Seeking Alpha's Quant system. Amid a wider de-risking across growth stocks, particularly software, Quantum Computing ( QUBT ) shares dipped 2.1% in late morning trading, bringing its year-to-date loss to about 19%. Quantum peers IonQ ( IONQ ) slid 2.5% at 10:31 a.m. ET, D-Wave Quantum ( QBTS ) -3%, Rigetti Computing ( RGTI ) -6.5% and Arqit Quantum ( ARQQ ) -4.2%. QUBT is the only Quant-rated Buy in the group, while IONQ and RGTI carry Strong Sell ratings, and QBTS and ARQQ are rated Hold. With investors broadly pulling back from highly speculative tech—as growing prospects for higher-for-longer interest rates drive a rotation into value—quantum stocks are down double digits year-to-date. Quantum computing stocks YTD price returns (Seeking Alpha) More on Quantum Computing, IonQ, etc. D-Wave: The First Quantum Company To Go Post-NISQ D-Wave Quantum: Falling Behind With Growing Execution And Supply Chain Risks IonQ: More Cash Down The Drain Norges Bank's IonQ investment may start asset managers interest in quantum: Wedbush Quantum Computing completes Luminar Semiconductor acquisition

The Manchester United co-owner previously said the UK had been "colonised" by immigrants.

It's not every day that a classic PC game gets a new content expansion 25 years after its last major update. But that's what happened last night, as Blizzard suddenly released new "Reign of the Warlock" DLC that adds a new class, new end-game challenges, and new inventory-management options to the classic Diablo II . To be clear, the new DLC is technically not for the original 2000 release of Diablo II (which was still getting patches as of 2016 ) but for the game's 2021 Resurrected remaster . Still, that remastered version has gameplay and animations that are extremely faithful to the original, making yesterday's surprise update the kind of content drop that players have been waiting for since 2001's "Lord of Destruction" expansion . The "Reign of the Warlock" DLC lets you "command forbidden power" as a new class that "wields forbidden arts, bridles hellfire and shadow, and dominates demons," according to the in-game class selection screen description. By way of backstory, Blizzard writes that most Warlocks "have the means to lead a lavish lifestyle but find the pursuit of luxury and ease stale. Instead, they leverage their elevated status in Sanctuary to hunt down lost knowledge that would enable them to continue the legacy of Horazon." Read full article Comments

专题：聚焦美股2025年第四季度财报 人工智能云服务商 Nebius 集团（NBIS） 周四公布，季度资本开支大幅上升，主要受人工智能芯片采购以及数据中心投资增加推动。该 AI 云企业正加紧扩充算力，以应对飙升的需求。 这家总部位于阿姆斯特丹的公司客户包括科技巨头 微软 （MSFT）和元宇宙平台公司（META）。其表示，将继续扩大数据中心布局，在美国、法国、以色列和英国新增 9 个园区 。 该公司股价去年大涨超 200%，早盘交易波动剧烈，最新下跌3%。 Nebius 是业内主要的 新型云服务商 之一，向其他科技企业提供硬件与云计算算力服务，核心业务为提供英伟达（NVDA）芯片及人工智能云基础设施。 与规模更大的竞争对手 CoreWeave（CRWV）一样，Nebius 在过去几年受益于企业在人工智能领域的持续投入。 Nebius 首席执行官阿尔卡季・沃洛日在致股东信中表示： “企业与人工智能原生客户的需求持续超过供给，这让我们能够提前售出未来算力…… 我们将全力投入资源，在 2026 年通过 内生增长与针对性收购 继续扩大能力。” 去年第四季度，该公司 资本开支飙升至约 21 亿美元 ，而上年同期仅为 4.16 亿美元。 这些投资帮助 Nebius 锁定了 超 2 吉瓦（GW） 的合同电力，远超预期。公司目前预计，到 2026 年底将拥有 超 3 吉瓦 合同电力，高于此前预期的 2.5 吉瓦以上。 据伦敦证券交易所集团（LSEG）数据，Nebius 第四季度营收 暴涨超 6 倍 ，至 2.277 亿美元，但仍低于市场预期的 2.461 亿美元。净亏损从上年同期的 1.332 亿美元扩大至 2.496 亿美元。 公司预计，2026 年底 年化营收 将达到 70 亿至 90 亿美元 ，而 2025 年底为 12.5 亿美元。 责任编辑：郭明煜

hxdbzxy/iStock via Getty Images The Technology Select Sector SPDR Fund ( XLK ) slipped 0.29% in January, reflecting relatively muted performance in large-cap tech. Beneath that modest decline, however, short interest in the technology sector remained sharply divided. While short sellers are crowding into select hardware and software names with double-digit short interest, bearish positioning is far lighter in mega-cap and highly profitable semiconductor stocks, where short interest sits closer to 2%. Quantum Computing ( QUBT ) tops the most shorted list with 21.89% short interest as of January 30, while Ingram Micro Holding ( INGM ) leads the least shorted list, with 1.34% short interest. Here’s a list of the 10 most shorted mid-to-mega cap technology stocks as of January 30: Quantum Computing ( QUBT ) – 21.89% Navitas Semiconductor ( NVTS ) – 15.86% Lumentum Holdings ( LITE ) – 15.71% Super Micro Computer ( SMCI ) – 14.65% Cipher Mining ( CIFR ) – 13.52% Bill Holdings ( BILL ) – 13.32% UiPath ( PATH ) – 12.42% Synaptics ( SYNA ) – 9.96% ViaSat ( VSAT ) – 9.15% ON Semiconductor ( ON ) – 8.83% Least shorted mid-to-mega cap tech stocks as of January 30: Ingram Micro Holding ( INGM ) – 1.34% Texas Instruments ( TXN ) – 2.12% Tower Semiconductor ( TSEM ) – 2.17% Diebold Nixdorf ( DBD ) – 2.28% Advanced Micro Devices ( AMD ) – 2.34% Micron Technology ( MU ) – 2.45% Synopsys ( SNPS ) – 2.59% Autodesk ( ADSK ) – 2.60% NetScout Systems ( NTCT ) – 2.63% Onto Innovation ( ONTO ) – 2.66% More on State Street Technology Select Sector SPDR ETF Tech Vs. Small Caps Volatility Widens As Rotation Accelerates Software Leads AI-Driven Tech Rout - What Next? The Magnificent Seven Maintains Its Winning Ways Even As Software Shows Cracks Top small-cap information technology stocks surging above 200-Day moving average The key levels 'froth assets' need to hold

Cisco and Micron among market cap stock movers on Thursday Investing.com

BABA's AI push is fueling cloud growth, but an 80% capex surge and negative free cash flow are clouding its near-term profit outlook.

borealisgallery/iStock Editorial via Getty Images Over the past few months, all manner of software stocks have been hammered, as suddenly investors are no longer enticed by recurring revenue streams and the high margins that these businesses provide, preferring instead to bet their chips on highly in-demand semiconductor stocks that are directly feeding the AI data center boom. I caution investors not to follow the crowd too closely, especially as the recent selloff has positioned many previously expensive stocks at much more reasonable prices. Even gaming companies, such as Take Two Software ( TTWO ), have been heavily impacted, and the stock is down over 20% from December peaks above $260. Data by YCharts I last wrote a "Sell" article on Take Two in January, when the stock was trading at $250. At the time, I had argued that the stock commanded too rich a valuation premium, especially in the wake of a highly competitive gaming industry with platforms like Roblox ( RBLX ) gaining substantially in popularity. While I don’t necessarily think Take Two is a buy just yet, the recent drawdown in its valuation makes it a much more interesting play, especially amid a recent burst in bookings that drove a bump to full-year bookings expectations. We’re also aware of Take Two’s very strong pipeline ahead for fiscal FY27, which makes me more confident in upping my rating on the stock to "Neutral." In my view, at current share prices, I see a more balanced bull and bear case for Take Two. On the bright side for the company: Diverse portfolio of games to span interests and gaming levels. Take Two has an incredibly broad range of titles, spanning from casual racing and puzzle apps built for mobile, to sporting titles (NBA2k26), and the genre-bending Grand Theft Auto franchise, which will get its latest installment in late 2026. Recurring and license sales fuel consistent bookings growth. Unlike traditional gaming companies, which primarily earn one-time revenue from game sales at ...

Bigcommerce (NASDAQ:BIGC) executives used their fourth-quarter and fiscal 2025 earnings call to highlight operational improvements, growing momentum in B2B, and a shift toward monetization initiatives tied to AI-driven commerce and payments. Management also introduced new reporting metrics—gross mer

Source: Bloomberg, 0:00

Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “Emerging Markets Growth Strategy.” A copy of the letter can be downloaded here. The fourth quarter of 2025 marked strong divergence from the market. Market leadership by AI beneficiaries and revival of cyclical sectors dominated the market, while quality growth strategies faced […]

格隆汇2月12日｜入选了2026年格隆汇“全球视野”十大核心资产名单的沃尔玛(WMT.US)盘中涨近3%，报132.43美元，创历史新高，市值再度突破1万亿美元，跻身通常由大型科技企业主导的“万亿美元俱乐部”。今年以来，沃尔玛股价累计上涨近19%，明显跑赢同期标普500指数约1.5%的涨幅。

The show is expected to run for four seasons, with the possibility of spin-offs, a prequel, and foreign versions.

格隆汇2月12日丨根据提交至港交所的文件，沃尔核材在香港上市所得款项总额为28.1亿港元。最终发售价为每股20.09港元。该公司在香港公开发售项下最终发售股份数目为1400万股，香港公开发售部分获得569.58倍认购。国际发售项下最终发售股份数目为1.2599亿股，国际发售部分获得8.19倍认购。

Cement stocks extended recent declines on speculation the European Union will delay tightening its carbon controls, reducing the pricing power of firms that have transitioned toward greener practices. Switzerland’s Holcim AG and Germany’s Heidelberg Materials AG both fell more than 7% on Thursday. They’re trading down about 13% and 18%, respectively, since reports of a policy change by the European Union emerged earlier this month. The latest declines were sparked by German Chancellor Friedrich Merz ’s suggestion that the EU could give companies more time to decarbonize . That would potentially slow the phaseout of free permits to pollute. It’s “rational” to interpret a delay to the harsher carbon regulations as a net negative for big cement companies, Berenberg analyst Sebastian Bray said. The looming regulations have required hefty investments, which in their turn have entailed price increases to ensure the costs are recovered, Bray said. Firms have also closed less-efficient plants, meaning improving utilization rates, he noted. Among other cement stocks declining on Thursday, Italy’s Buzzi SpA fell as much as 5.6%, while France’s Vicat SACA dropped 3.2%. Read: EU Carbon Prices Plunge as Merz Signals Openness to Soften Rules

China's aggregate financing rises on strong government borrowing, even as banks moderate early-year lending and households hold back China’s new bank lending likely edged down in January from a year earlier, even as overall credit growth accelerated, supported by a surge in government borrowing aimed at jump-starting the economy. New yuan loans are estimated at 5.07 trillion yuan ($730.0 billion) in January, slightly below the 5.13 trillion yuan recorded in the same month last year, according to the median forecast of 12 financial institutions surveyed by Caixin. In contrast, aggregate financing — a broader gauge of credit to the real economy — is expected to rise to 7.16 trillion yuan, up from 7.05 trillion yuan a year earlier. The January data, typically marked by a seasonal lending push from banks, are set to be released shortly.

Why Microsoft’s Cloud Migrations Matter More Than Its AI Hype MarketBeat

Everything you need to know about buying ski gear: our fashion expert’s top budget brands for goggles, gloves, salopettes and jackets • How to dress in cold weather Skiing is expensive. From your lift pass to your equipment hire, transfers, travel and accommodation, it’s not a particularly accessible sport. Luckily, there are ways to curb your spending if you’re heading to the slopes – one of which is your choice of ski gear. There are several reasonably priced brands that provide quality for a fraction of the price of luxury labels. Sure, you won’t be buying the most technologically advanced gear – if you’re a seasoned skier tackling extreme weather off piste, a high-street jacket probably won’t cut it – but if you’re a touch more fairweather, like me, these products will do the job just fine. And some brands offer a high spec for a relatively reasonable price, too – the North Face and Tog24 always put performance first, for example. Continue reading...

Sign up now! Sign up now! Sign up now? Sign up now! There are a lot of billionaires making global headlines at the moment and even if we were dying of thirst, Football Daily wouldn’t go for a pint with any of them. Big Sir Jim Ratcliffe almost certainly wouldn’t want to come for a pint with us, given our backstreet local’s clientele boasts no end of foreigners of every stripe and shade, all of whom are apparently more hell-bent on annexing the pool table than “colonising the UK” . A man who is so patriotic he would do anything for his country except live or pay taxes in it, Big Sir Jim has plumbed unprecedented depths of unpopularity among Manchester United fans by embarking on a diatribe against immigrants that played fast and loose in its use of far-right rhetoric and was backed up by wildly inaccurate statistics. Re: yesterday’s Football Daily . I am sure I am in tune with 1,057 others when I suggest that Tottenham Hotspur did a Frank appraisal of their situation and decided to have a frank conversation with Frank to explain that, frankly, his tenure as manager was not good enough and that, as soon as their franking machine could print off the postage, Frank would be getting a frank letter, asking him – frankly – to do one. Which is a great shame, as he seems to be a really good guy and, as his time at Brentford shows, he is a very good manager. As an Arsenal fan, I now wish him well, which I haven’t been able to do since June last year” – Andrew Kluth (and no others). In yesterday’s Football Daily (full email edition), we have Liam Rosenior making sure his players are ‘switched on for 90 minutes’. Can I be one of 1,057 pedants pointing out that, according to no less an authority than Big Website , games now last an average of 100 minutes, 36 seconds? Demand more, Liam. Demand more” – Simon Riley (and no others). This may be scant consolation to Rod de Lisle ( yesterday’s Football Daily letters ) but Leicester’s capitulation against Southampton, while spectacular...

Microsoft is hedging its OpenAI bet by building its own models, chips, and leverage — so “Copilot everywhere” never depends on a single supplier

JHVEPhoto/iStock Editorial via Getty Images Despite posting better-than-expected financials for Q4 2025, Zoetis ( ZTS ) traded lower on Thursday after the animal health company projected a slowdown in its topline growth with its full-year outlook. The company projects $9.825B - $10.025B in revenue for 2026, which at the midpoint exceeds the $9.91B consensus, indicating a ~5% YoY growth compared to last year. Zoetis ( ZTS ) has expanded its topline with a compound annual growth rate of ~7% since 2020. However, the company’s Q4 2025 results did beat Street forecasts, with its revenue rising ~3% YoY to $2.4B as its international operations added $1.1B with ~8% YoY growth, offsetting a 2% decline in its U.S. segment, which added $1.2B. The U.S. sales from its livestock products dropped ~6% following the divestiture of its medicated feed additive product portfolio and related assets, while sales from its companion animal products fell ~1% YoY amid headwinds to its osteoarthritis pain portfolio. However, ZTS reported $830M in earnings from its U.S. segment with a ~1% YoY growth as gross margins in that business improved to 82.8% from 81.8% in the prior year quarter, while international gross margins slipped 30 bps to 67.4%. As for the bottom line, the company recorded $648M in adjusted net income for Q4, beating the consensus by $0.08 per share. Its full-year net income stood at $2.8B with a ~6% YoY growth, implying $6.41 of adjusted EPS, which meant that its earnings outlook of $7.00–$7.10 for 2026 exceeded $6.82 in the consensus with a ~10% YoY growth. More on Zoetis Zoetis Inc. 2025 Q4 - Results - Earnings Call Presentation Zoetis: Undervalued And Oversold ZTS Stock: High Profitability Vs. Lagging Growth | 2-Minute Analysis Zoetis Q4 2025 Earnings Preview Elanco upgraded, Zoetis downgraded at Piper Sandler

hapabapa/iStock Editorial via Getty Images Thesis NetEase, Inc. ( NTES ) isn’t exactly a household name here, but it’s actually a big deal in China. The company has been around for almost 30 years. Over time, it has built a strong position in a few key areas: video games, music streaming via Cloud Music, and edtech through Youdao. Seeking Alpha However, over the past six months or so, NTES’s momentum has started drifting south, which has given the broader market ( SP500 ) a slight advantage. Regardless, after reviewing the company’s latest earnings , I’m leaning bullish because I see improving margins, disciplined execution, and AI beginning to translate into real operating leverage. NetEase’s Q4 Positive Highlights Seeking Alpha Full-year games revenue RMB 92.1 billion (up 10% from 2024). Q4 came in at RMB 22 billion (growing 3% year-over-year). Where Winds Meet surpassed 80 million cumulative players. Marvel Rivals was #1 in the U.S. and Canada. Youdao's adding fuel too, with Q4 revenue up 17% to RMB 1.6 billion. Cloud Music's subscriptions grew Q4 revenue 5% to RMB 2 billion. Gross margins jumped to 64.2% in Q4 from 60.8%. Durable cash flows at RMB 163.5 billion net position. NetEase’s Q4 Weaker Points Seeking Alpha EPS $1.58 missed by $0.46. While up YoY, revenue missed by $163.25M for Q4. Non-GAAP net income down 27% YoY to RMB 7.1 billion. Cloud Music full-year revenue down 2% to RMB 7.8 billion. Innovative businesses Q4 revenue is down 10% YoY. Youdao's gross margin fell to 45.1% from 47.8%. Games Q4 revenue decreased QoQ from seasonal trends. Social entertainment services revenue is lower YoY. Resilient Core, Emerging Frictions — My Take Let's start off with the silver lining spectacles. While revenue missed by a quarter billion, YoY managed a small 3% gain , chiefly because its own self-developed games performed better. This helped make up for the usual drop in activity that happens after busy summer events. One major game, Fantasy Westward Journey Online, ...

Intel's reported $100 million commitment to SambaNova Systems, potential Nvidia foundry partnership for 2028, and renewed GPU push position the chipmaker to capture a bigger slice of the $1 trillion semiconductor market.

A $100 Million Reason to Buy Intel Stock Now Yahoo Finance

A $100 Million Reason to Buy Intel Stock Now Barchart.com

小米集團-W(01810.HK)2月12日回購1.48億港元,年內累計回購32.27億港元 富途牛牛

小米集團-W(01810.HK)2月12日回購1.48億港元,年內累計回購32.27億港元 富途牛牛

On February 10, 2026, Reinhart Partners disclosed a significant buy of Paycom (NYSE:PAYC) , adding 537,726 shares in a transaction estimated at $95.28 million based on quarterly average pricing. According to an SEC filing dated February 10, 2026, Reinhart Partners increased its holding in Paycom by 537,726 shares. The estimated transaction value was $95.28 million, based on the average closing price during the quarter. At quarter-end, the value of the stake rose by $82.74 million compared to the prior period, a figure that includes both the impact of share purchases and market price changes. The move was a buy, resulting in Paycom accounting for 2.9% of the fund’s reportable assets as of December 31, 2025. Continue reading