Earnings Call Insights: Curtiss-Wright Corporation (CW) Q4 2025 Management View CEO Lynn Bamford opened the call by highlighting a record year, emphasizing that "we continue to deliver on our pivot to growth strategy, which resulted in strong growth in sales, profitability, free cash flow and new orders in 2025." Bamford drew attention to the company's performance, noting "sales of $947 million increased 15% year-over-year, highlighted by strong organic growth of 11% and a solid contribution from our I&C Solutions acquisition." She also stated, "We delivered 16% growth in our Aerospace & Defense markets, which exceeded our expectations, driven by an acceleration of ground and naval defense revenues into 2025." The CEO pointed to a "book-to-bill of nearly 1.2x" in the order book and record free cash flow of $315 million for the quarter. For the full year, Bamford explained, "Diluted earnings per share increased 21% year-over-year, driven by improved operational performance as well as a lower share count. Adjusted free cash flow also reached a record at $554 million." She introduced the 2026 outlook: "We are projecting organic sales of 6% to 8%, supported by growing momentum in our overall order book and our commitment to continued investment in the business. Operating income growth is once again anticipated to outpace sales growth...diluted EPS is expected to grow 11% to 15%." CFO K. Farkas provided detail on segment performance, stating, "We delivered a strong operating margin of 20.1% and benefited from favorable absorption on higher A&D sales, the overall profitability was tempered by a less favorable mix of business, mainly due to higher customer-funded R&D." He noted the Defense Electronics segment "delivered a strong 25.9% operating margin, up 160 basis points and in line with our expectations." Outlook Management projects 2026 organic sales growth of 6% to 8% and total operating income growth of 8% to 11%, with operating margin expected to expand to a range of...

The Saudi energy giant and Microsoft plan to expand industrial AI and digital skills initiatives under a new MoU.

Earnings Call Insights: American Electric Power Company, Inc. (AEP) Q4 2025 Management View William Fehrman, Chairman, President & CEO, stated that "AEP stands out among its peers as one of the fastest-growing, high-quality pure-play electric utilities strategically positioned in multiple high-growth regions." He highlighted significant infrastructure investment driving strong financial performance and noted, "We have key relationships with major gas turbine manufacturers, securing over 10 gigawatts of capacity and have entered into a long-term strategic partnership with Quanta Services to strengthen and accelerate capabilities for 765 kV transmission infrastructure build-out." Fehrman announced, "We achieved fourth quarter 2025 operating earnings of $1.19 per share, bringing our full year 2025 operating earnings to $5.97 per share, which is above the top end of our guidance range." He added that AEP increased its quarterly dividend to $0.95 per share in October and delivered a 2025 total shareholder return of 29%. AEP reaffirmed its 2026 full year operating earnings guidance range of $6.15 to $6.45 per share and its long-term earnings growth rate of 7% to 9% for 2026 to 2030, with an expected 9% CAGR. The company now reports "56 gigawatts of firm incremental contracted load additions doubling the 28 gigawatts we reported just last fall," all backed by signed customer agreements. Fehrman shared that AEP is participating in the early site permit process for two potential small modular reactor (SMR) locations and announced plans to purchase $2.65 billion of fuel cells for a facility near Cheyenne, Wyoming, with a 20-year offtake arrangement. Trevor Mihalik, Executive VP & CFO, stated, "Our year-to-date results exceeded expectations, supported by industry-leading load growth fundamentals, constructive regulatory and legislative developments and disciplined execution of our robust plan with affordability front and center." Outlook The company reaffirmed its 2026 full ye...

Just five months ago, Oracle (NYSE: ORCL) had a historic surge that pushed its market capitalization close to $1 trillion and briefly made Larry Ellison, the co-founder, chair, and CTO of Oracle, the wealthiest person in the world. In response to big gains and long-term growth potential from Broadcom , Netflix , and Oracle, I coined the term "Ten Titans" last August as a way to broaden the "Magnificent Seven" beyond Nvidia , Alphabet , Apple , Microsoft , Amazon , Meta Platforms , and Tesla . But my prediction that Oracle would remain a red-hot stock in 2026 has missed the mark, as Oracle stock trades down 52% from its all-time high and 19.5% year to date at the time of this writing. Continue reading

Astera Labs stock slides again after Amazon warrant disclosure, margin outlook keeps traders wary TechStock²

I Predicted Oracle Would Be the Hottest "Ten Titans" Stock to Buy in 2026, But the Growth Stock Is Already Down 27% This Year. Is Oracle Still a Buy? The Motley Fool

(PAYDV) 過往股價及數據 Yahoo 財經

VNGYX 認購資訊 | Vontobel Global Equity Y股份的投資資訊 Yahoo 財經

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

KBC Group NV press release ( KBCSY ): FY GAAP EPS of €8.70. Revenue of €12.2B (+9.2% Y/Y). More on KBC Group NV KBC Group NV (KBCSY) Q4 2025 Earnings Call Transcript KBC Group NV 2025 Q4 - Results - Earnings Call Presentation KBC Group: Downside Risks To Analyst 2026 EPS Expectations (Rating Downgrade) Seeking Alpha’s Quant Rating on KBC Group NV Historical earnings data for KBC Group NV

上期所原油期货夜盘收跌5.14%，报456.3元/桶。沪金主力合约收跌2.42%，报1101元/克，沪银主力合约收跌8.35%，报19188元/千克。

格隆汇2月13日｜美国银行策略师表示，美联储主席提名人沃什提出与财政部达成新协议的呼吁，预计不会对债券价格产生实质性影响，因为这两个机构本已密切合作。沃什曾提出重新审视1951年财政部与美联储达成的协议，该协议大幅限制了美联储在债券市场的影响力。不过过去十年连续实施资产购买计划后，美联储资产负债表已膨胀至6.6万亿美元。包括Mark Cabana和Katie Craig在内的美银策略师表示，这一构想仍缺乏明确界定，在很大程度上反映的也是当前已在实施的做法。他们称，若财政部削减长期债券发行规模，或美联储转而实行利率锚定政策（可能性较低），才可能对市场产生最显著影响。“其他协议步骤不太可能产生太大影响。我们认为，新‘协议’对利率市场的影响有限。”

Stellar 30Y Auction Stops Through As Bid To Cover Soars, Dealers Plunge To Record Low It was the polar opposite to yesterday's slop. After a mediocre 3Y, and a dismal 10Y auction yesterday, moments ago the Treasury concluded the sale of the week's final refunding auction, when it unloaded $25BN in 30Y paper to seemingly endless demand. The auction stopped at a high yield of 4.750%, down from 4.825% in January, and the lowest since November. It also stopped through the 4.771% When Issued by 2.1bps, the biggest stop since LIberation Day in April 2025. The bid to cover was 2.662, up sharply from 2.418 and the highest since January 2018! An oddity today is that the Fed's SOMA tendered for, and accepted, a whopping $7.1 billion, a continuation of yesterday's massive retention when the SOMA ended up with over $11BN of the 10Y. The internals were also stellar, with Indirects taking down 69.94%, up from 66.77% and the highest since November. And with Directs rising to 24.18% (if not a record high, unlike this week's 3Y auction), Dealers were left with just 5.88%, down from 11.95% last month, and the lowest on record. Overall, this was a stellar 30Y auction, one of the strongest on record, and clearly an indication that nobody is afraid that tomorrow's delayed CPI may come in overly hot. Tyler Durden Thu, 02/12/2026 - 13:42

J Studios In a twist for the AI trade, markets ( SP500 ) ( SPY ) ( QQQ ) could bounce if a major tech player reins in AI infrastructure spending and pivots toward protecting margins and cash generation, Marko Kolanovic, former chief strategist and co-head of Global Research at J. P. Morgan, said on Thursday. Software ( IGV ) ( XSW ) ( IGV ) has been hit hard this year in a broader tech-led selloff that has been pricing in a mix of AI disruption fears and a separate worry that hyperscalers' spending plans keep rising to potentially unsustainable levels. Meanwhile, a pronounced rotation into value stocks has emerged as one of the defining market themes of 2026 "To rally, ironically, market will need a hyperscaler or a software company to say they will stop investing in AI (stop buying inflated memory) and refocus on cash flow," Kolanovic said in a post on social media platform X. Microsoft ( MSFT ), Google ( GOOG ) ( GOOGL ), Amazon ( AMZN ) and Meta Platforms ( META ) have released plans to spend a combined $650B on AI this year. More on S&P 500 Index, SPDR S&P 500 ETF Trust, etc. Investors Remain Content To Ignore History AI Goldilocks Is Fooling The Market S&P 500: Picking Winners And Losers In The 20 Biggest Names Trump DoJ antitrust chief Gail Slater steps down after serving less than a year Market Voices: Home sales, Russia eyes USD, Navarro blasts Dimon

Venezuela plans to grant more oil-production land to Chevron Corp. and Spain’s Repsol SA as the Trump administration pushes for private companies to rebuild the nation’s energy sector, according to people with knowledge of the matter. Officials in Caracas are poised to award the exploration and production blocks as soon as this week, the people said. Giving US and European companies more access to Venezuela’s oil-rich territory is a key piece of US President Donald Trump’s push to revive the nation’s dilapidated energy sector while eroding China and Russia’s local influence. On Thursday, US Energy Secretary Chris Wright toured a project operated by Chevron in Venezuela’s Orinoco oil belt and told reporters that the opportunity for cooperation between the US and the South American nation is immense following the capture of former Venezuela President Nicolás Maduro . “The reuniting of the talent of American businesses and the passion of the Venezuelan people and the resources here — the sky’s the limit,” he said. Repsol declined to a request for comment. Chevron did not immediately respond to a request for comment. The Trump administration is expected to issue general license to allow international oil companies to explore and produce in Venezuela without violating US sanctions, Bloomberg reported earlier this month. It would be the latest is part of a string of authorizations from the Treasury Department to open up the nation’s oil sector since US forces captured Venezuela’s former President Nicolás Maduro on Jan. 3. Chevron and Repsol already have extensive holdings in Venezuela, which has among the world’s largest crude reserves. The nation’s oil industry, however, has collapsed over the past decade amid mismanagement, corruption and neglect. Venezuela’s production has plummeted to about 1 million barrels — less than a third of what it was during the 1990s. Chevron is the only private Western company still pumping oil in Venezuela, operating under a special license...

Dalin Ou/iStock via Getty Images Market Overview Risk assets in general capped off a strong year with a solid fourth quarter. In contrast with recent trends, non-US equity markets led the way in 2025. While the threats to market stability that have prevailed throughout the year were undiminished during the quarter, investors continued to embrace risk. The S&P 500 Index gained 2.7% for the fourth quarter and 17.9% for the year, while the MSCI EAFE Index returned a respective 4.9% and 31.2%. Non-US fixed income also saw success in 2025, with the Bloomberg Global Aggregate Index returning 8.2% for the year while the Bloomberg US Bond Aggregate Index gained 7.3%. Notably, 2025 was only the third year in the past 10 that the MSCI EAFE has outperformed the S&P 500. Gold, meanwhile, surged 65% during the year, its largest annual return since 1979. 1 The US Double Bind Gets Tighter Despite ample motivation for conservatism in an environment of pronounced macro, financial, geopolitical and structural concerns, risk perception in US markets remains low pretty much wherever you look. Equity market valuation multiples are rich, high yield spreads are tight and implied volatility is low. 2 While the post-pandemic normalization of certain macro factors has been encouraging, the country's fiscal settings remain far off-kilter. The US federal deficit remains historically outsized relative to the unemployment rate—as it has since the outbreak of Covid-19. 3 Normally, high unemployment rates and recession beget large fiscal deficits, as lower tax revenues combine with increased government spending. Conversely, low unemployment rates and robust economic growth typically support higher tax revenues and tighter fiscal policy, causing deficits to contract or even turn into surpluses. If the economy were in balance, we'd expect budget deficits of around 2% of GDP—not the 5.8% at the end of fiscal year 2025. 4 We believe this persistent deficit spending helps explain the decoupling of gold...

Getty Images Few market trends over the past few years have been as sharp or jarring as the immediate backlash against enterprise software stocks, a group of names that were the darlings of the stock market and powered the S&P 500’s gains during the COVID boom. Fears about AI overtaking traditional software applications have multiplied, wiping out years of gains and rendering many stocks at bargain basement multiples. CRM or sales applications have been among the hardest-hit groups thanks to perceptions that they’re less deeply ingrained into business operations, and among them, HubSpot ( HUBS ) has been one of the hardest hit. The stock has lost half of its value since January alone, and over the last year, the company has lost over 70% of its market value. A strong earnings print did little to spark rebound spirits for the stock, leaving many investors to wonder: Is the road back now an impossible hill to climb for HubSpot? Data by YCharts I last wrote a "Buy" article on HubSpot in November, when the stock was trading just shy of $400. Needless to say, I wasn’t able to predict the swift backlash against software stocks, and HubSpot has burned a hole through my portfolio. That said, amid what is likely the most challenging period for software stocks, we have to remember that old market adage: to be greedy when others are fearful. I sold off a lot of software stocks and warned on overheated valuations during the pandemic; now, the situation has reversed. At such low multiples of revenue and profit, HubSpot remains a "Buy" in my eyes. Since the most incredible aspect about investing in HubSpot is its valuation, let’s first discuss how the stock’s decimation in early 2026 stacks up against its outlook for the year: at current share prices near $210, HubSpot commands a market cap of $11.03 billion. Netting off the $1.84 billion of cash against zero debt on HubSpot’s most recent balance sheet gives us an enterprise of $9.19 billion. For FY26, HubSpot has guided to $3.69...

Jessica and Jacques Moretti are under criminal investigation for involuntary manslaughter, as well as bodily harm and arson through negligence.

Hermes International press release ( HESAY ): FY consolidated revenue amounted to €16 billion in 2025, up 9% at constant exchange rates and 5.5% at current exchange rates compared to 2024. Net profit (group share) reached €4.5 billion, up 5.5%, excluding the exceptional contribution on the profits of large companies in France, atthe same pace as sales. More on Hermès International Société en commandite par actions Hermès International Société en commandite par actions 2025 Q4 - Results - Earnings Call Presentation Hermes: A Core Long-Term Holding In The Luxury Sector Seeking Alpha’s Quant Rating on Hermès International Société en commandite par actions Historical earnings data for Hermès International Société en commandite par actions Financial information for Hermès International Société en commandite par actions

Supreme Court To Hear Roundup Maker's Bid To Block Thousands Of Lawsuits In April Authored by Matthew Vadum via The Epoch Times, The U.S. Supreme Court scheduled oral argument in Monsanto’s appeal seeking to block thousands of lawsuits alleging the company failed to warn consumers that Roundup, its popular weedkiller, could cause cancer. The court announced on Feb. 11 that it will hear Monsanto Co. v. Durnell on April 27. The justices also scheduled arguments in two other high-profile cases. Chatrie v. United States, which is about the constitutionality of search warrants that collect the location history of cellphone users near crime scenes, will also be heard on April 27. The court will hear the consolidated cases of Federal Communications Commission (FCC) v. AT&T and Verizon Communications v. FCC together on April 21. The cases are about whether provisions in the federal Communications Act of 1934 allowing the FCC to use in-house adjudications to levy penalties are constitutional. In the Monsanto case, a jury ruled for John Durnell, a Missouri man who allegedly developed non-Hodgkin lymphoma after exposure to Roundup. The jury found Monsanto liable for failing to warn Durnell of the danger posed by the ingredient glyphosate and awarded him $1.25 million in damages. Glyphosate is an herbicide that kills weeds and grasses. A state appeals court upheld the jury’s finding of liability, and the Missouri Supreme Court declined to take up the matter. Many other lawsuits have been filed across the United States alleging that Roundup caused medical problems. Missouri has not issued an official health warning about Roundup, and Monsanto has been unsuccessful in lobbying the Missouri Legislature to shield it from state-level failure-to-warn lawsuits. In 2015, an agency within the World Health Organization (WHO) classified glyphosate as “probably carcinogenic to humans.” The U.S. Environmental Protection Agency (EPA) rejected that conclusion, but in 2017, California accepted...

格隆汇2月13日｜市场消息：特朗普领导下的美国环境保护署采取行动，推翻了前总统拜登此前制定的汽车尾气排放规定，这些规定原本旨在推动电动汽车产量提升。

紐約聯邦儲備銀行一項研究發現，美國企業與消費者幾乎完全承擔商品進口關稅去年調高後的關稅成本。 根據調查報告，美國去年進口商品平均關稅率年初為百分之2.6，到4月升至最高逾百分之16，到年底仍達百分之13。報告指去年頭八個月，九成四關稅負擔轉嫁到美國進口價格、即是絕大部分關稅成本要由美國企業及消費者承擔。到去年11月，關稅轉嫁比率下降至八成六，反映外國出口商承擔關稅的比例稍為上升。 研究結果同總統特朗普的說法不一致。特朗普曾聲稱，對貿易夥伴徵收的關稅，會由外國出口商承擔。

Yahoo Finance Senior Producer John Hyland tracks Thursday's top moving stocks and biggest market stories in this Market Minute. Mortgage rates are falling, hovering near three-year lows, according to Freddie Mac (FMCC). Alphabet (GOOG, GOOGL) stock is moving higher after the company released a Gemini 3 upgrade. Paramount Skydance (PSKY) CEO David Ellison reportedly met with President Trump at the White House last week. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.

AMD Celebrates Winning of Production Technology Lumiere Award TechPowerUp

Hedge fund manager David Einhorn is betting that the Federal Reserve — under Kevin Warsh — will lower interest rates “substantially more than” markets are currently predicting. The co-founder of Greenlight Capital said he has bought Secured Overnight Financing Rate (SOFR) futures on expectations of a rally if the Fed lowers borrowing costs more aggressively. “I think one of the best trades out there right now is betting on more cuts this year than expected,” Einhorn said on CNBC Wednesday . “I think by the time we get to the end of the year, it’s going to be substantially more than two cuts.” He made the comments after a better-than-expected jobs report prompted traders to pare back their bets for Fed cuts this year, to just about two quarter-point moves. Einhorn said Warsh, whom President Donald Trump has picked to succeed current Fed Chair Jerome Powell , is likely to deliver what the president wants: Lower borrowing costs. Trump has relentlessly pushed Powell — whose term as the Fed chief will end in May — to lower rates, a move that would help reduce interest costs on US government debt. The Fed chair is only one of the 12 policymakers voting on interest rates. But Einhorn said Warsh, a former Fed governor, could convince his colleagues to adopt his view that rising productivity will create room for easier monetary policy — even if the economy is strong. “He’s not being brought on to hold the rates at a steady rate,” Einhorn said. “He’s going to argue we can cut even if the economy is running hot.”

格隆汇2月13日｜消息人士：康卡斯特(CMCSA.O)旗下Sky就以22亿美元收购ITV的谈判已放缓，原因是媒体行业格局正在发生变化。

RELX press release ( RELX ): FY Revenue £9,590m (£9,434m), underlying growth +7%. Adjusted EPS 128.5p (120.1p). More on RELX RELX: Downside As Expected, Still A 'Hold' Enterprise software stocks tumble as analysts mull growth acceleration amid AI impact Seeking Alpha’s Quant Rating on RELX Historical earnings data for RELX Dividend scorecard for RELX

The FCC has approved the launch of Amazon's 4,500 satellites.