pingingz/iStock via Getty Images Introduction Nebius Group N.V. ( NBIS ) price action in recent months has been more or less aligned with the likes of a rollercoaster. Since my last coverage of the stock , in which I rated it a Strong Buy, it is down approximately 10%, while the market (S&P 500, SPX) has gained 2%. SA NBIS is one of the great trading vehicles in today's stock market. Still, there ...
pingingz/iStock via Getty Images Introduction Nebius Group N.V. ( NBIS ) price action in recent months has been more or less aligned with the likes of a rollercoaster. Since my last coverage of the stock , in which I rated it a Strong Buy, it is down approximately 10%, while the market (S&P 500, SPX) has gained 2%. SA NBIS is one of the great trading vehicles in today's stock market. Still, there are vast fundamental reasons to engage in ownership of NBIS stock. Those we will have a look at today, as the company just reported their Q4 2025 and FY 2025 earnings. We will use this release to check important business updates, as well as to stress-test my previous thesis: I am now rating Nebius a Strong Buy as well. My rating is based on the following factors: AI data center demand is still underestimated, and more contracts are likely to follow in the coming months and years. Its own ARR guidance reveals it to be cheaper than IREN on a forward P/S basis. Technicals support further upside. Financials Nebius delivered yet another strong quarter , with 2025 ARR coming in 25% above guidance of $1B, at $1.25B. This means ARR increased 14-fold YoY, and guidance for 2026 is reaffirmed at $8B at the midpoint, representing a 7X increase over 2025. Nebius noted they are "on track" to achieve said guidance. Their guidance for 2026 contracted power capacity has been revised to the upside for the second time now, starting at 1 GW and now having grown to at least 3 GW. NBIS IR Nebius put up a strong growth quarter, but it came in light versus the Street on the two lines that matter for near-term sentiment. Q4 revenue was $227.7M, up 547% YoY, but below the consensus of $246.1M. Adjusted EBITDA flipped positive to $15.0M, yet still missed the roughly $22.55M analysts were looking for. The GAAP net loss widened to $249.6M from $133.2M a year ago. And the capacity build remains extremely capital intensive: Q4 purchases of property and equipment were $2.1B versus $417.5M last year. As de...
A massive star in the nearby Andromeda galaxy has simply disappeared. Some astronomers believe that it's collapsed in on itself and formed a black hole.
A massive star in the nearby Andromeda galaxy has simply disappeared. Some astronomers believe that it's collapsed in on itself and formed a black hole.
BRUSSELS, Feb 12 (Reuters) - Alphabet unit Google risks another EU antitrust headache as regulators said they are concerned that the U. tech giant may be unfairly driving online advertising prices higher, a letter to advertisers seen by Reuters showed.
BRUSSELS, Feb 12 (Reuters) - Alphabet unit Google risks another EU antitrust headache as regulators said they are concerned that the U. tech giant may be unfairly driving online advertising prices higher, a letter to advertisers seen by Reuters showed.
Hasbro and Mattel, which both reported earnings on Feb. 10, are going in different directions. Hasbro posted fourth-quarter results that topped forecasts, while Mattel’s sales missed analysts’ expectations. Shares of Hasbro are now up nearly 25% in 2026 and are trading at a multiyear high, while Mattel’s stock tumbled almost 25% on its poor earnings.
Hasbro and Mattel, which both reported earnings on Feb. 10, are going in different directions. Hasbro posted fourth-quarter results that topped forecasts, while Mattel’s sales missed analysts’ expectations. Shares of Hasbro are now up nearly 25% in 2026 and are trading at a multiyear high, while Mattel’s stock tumbled almost 25% on its poor earnings.
Image source: The Motley Fool. Thursday, February 12, 2026 at 11:00 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading
Image source: The Motley Fool. Thursday, February 12, 2026 at 11:00 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading
CEO and Co-Founder of Anthropic Dario Amodei speaks during the 56th annual World Economic Forum (WEF) meeting in Davos, Switzerland, January 20, 2026. Denis Balibouse | Reuters OpenAI has the largest private tech fundraising round on record. Rival Anthropic now has the second. Anthropic announced on Thursday the close of a $30 billion funding round at a $380 billion post-money valuation, more than...
CEO and Co-Founder of Anthropic Dario Amodei speaks during the 56th annual World Economic Forum (WEF) meeting in Davos, Switzerland, January 20, 2026. Denis Balibouse | Reuters OpenAI has the largest private tech fundraising round on record. Rival Anthropic now has the second. Anthropic announced on Thursday the close of a $30 billion funding round at a $380 billion post-money valuation, more than double what the artificial intelligence company was worth in September, when it last raised money. The company behind Claude is trying to keep pace with OpenAI, which last year closed a round of more than $40 billion led by SoftBank. The largest private deal before that was Ant Group's $14 billion capital raise in 2018. Developing and training AI models is extremely expensive , which is a big reason why Anthropic and OpenAI continue raising such large sums, as they have to pour money into computing resources like Nvidia's graphics processing units. They're also engaged in fierce competition with Google , which has announced plans to shell out up to $185 billion this year in capital expenditures, and is investing heavily in its Gemini products. Anthropic's most recent funding round was led by Coatue and Singapore sovereign wealth fund GIC, according to a release. D. E. Shaw Ventures, Dragoneer, Founders Fund, ICONIQ and MGX also participated. Anthropic said the round includes "a portion" of the previously announced investments from Microsoft and Nvidia , which said in November that they plan to commit up to $5 billion and up to $10 billion, respectively. Founded by a group of former OpenAI researchers and executives in 2021, Anthropic has had early success selling to enterprises, while OpenAI has largely been a consumer company, thanks to ChatGPT's popularity. Anthropic's annualized revenue has climbed to $14 billion, the company said, after revenue last year reached roughly $10 billion. "Whether it is entrepreneurs, startups, or the world's largest enterprises, the message...
Very few people alive today have seen the Appalachian forests as they existed a century ago. Even as state and national parks preserved ever more of the ecosystem, fungal pathogens from Asia nearly wiped out one of the dominant species of these forests, the American chestnut, killing an estimated 3 billion trees. While new saplings continue to sprout from the stumps of the former trees, the fungus...
Very few people alive today have seen the Appalachian forests as they existed a century ago. Even as state and national parks preserved ever more of the ecosystem, fungal pathogens from Asia nearly wiped out one of the dominant species of these forests, the American chestnut, killing an estimated 3 billion trees. While new saplings continue to sprout from the stumps of the former trees, the fungus persists, killing them before they can seed a new generation. But thanks in part to trees planted in areas where the two fungi don't grow well, the American chestnut isn't extinct. And efforts to revive it in its native range have continued, despite the long generation times needed to breed resistant trees. In Thursday's issue of Science, researchers describe their efforts to apply modern genomic techniques and exhaustive testing to identify the best route to restoring chestnuts to their native range. Multiple paths to restoration While the American chestnut is functionally extinct—it's no longer a participant in the ecosystems it once dominated—it's most certainly not extinct. Two Asian fungi that have killed it off in its native range; one causes chestnut blight, while a less common pathogen causes a root rot disease. Both prefer warmer, humid environments and persist there because they can grow asymptomatically on distantly related trees, such as oaks. Still, chestnuts planted outside the species' original range—primarily in drier areas of western North America—have continued to thrive. Read full article Comments
Doubling of fish biomass and rebounding of endangered species shows government measures starting to work, biologists say The Yangtze River in China, which has been in ecological decline for 70 years, is showing signs of recovery thanks to a sweeping fishing ban. The ban was made more effective by the implementation of “evolutionary game theory”, which included finding alternative employment for fi...
Doubling of fish biomass and rebounding of endangered species shows government measures starting to work, biologists say The Yangtze River in China, which has been in ecological decline for 70 years, is showing signs of recovery thanks to a sweeping fishing ban. The ban was made more effective by the implementation of “evolutionary game theory”, which included finding alternative employment for fishers. Continue reading...
An elephant's trunk is a marvelous thing, flexible enough to bend and stretch as it forages for food, but also stiff enough to grasp and maneuver even delicate objects like peanuts or a tortilla chip. That's because the trunk is highly sensitive when it comes to sensing touch. Scientists have determined that the whiskers lining the trunk are crucial for that sensitivity thanks to their unique stru...
An elephant's trunk is a marvelous thing, flexible enough to bend and stretch as it forages for food, but also stiff enough to grasp and maneuver even delicate objects like peanuts or a tortilla chip. That's because the trunk is highly sensitive when it comes to sensing touch. Scientists have determined that the whiskers lining the trunk are crucial for that sensitivity thanks to their unique structure, amounting to a kind of innate "material intelligence, according to a new paper published in the journal Science. As previously reported , there is a long history of studying whiskers ( vibrissae ) in mammals. Rats, cats, tree squirrels, manatees, harbor seals, sea otters, pole cats, shrews, tammar wallabies, sea lions, and naked mole-rats all share strikingly similar basic whisker anatomies, according to various prior studies. Among other potential applications, such research could one day enable scientists to build artificial whiskers as tactile sensors in robotics, as well as learn more about human touch. Whiskers are much more complex than one might think, both in structure and function. Rats, for instance, have about 30 large whiskers and dozens of smaller ones, part of a complex “scanning sensorimotor system” that enables the rat to perform such diverse tasks as texture analysis, active touch for path finding, pattern recognition, and object location, just by scanning the terrain with its whiskers. Read full article Comments
The following companies are expected to report earnings after hours on 02/12/2026. Visit our Earnings Calendar for a full list of expected earnings releases.Applied Materials, Inc. (AMAT)is reporting for the quarter ending January 31, 2026. The electric company company's consens
The following companies are expected to report earnings after hours on 02/12/2026. Visit our Earnings Calendar for a full list of expected earnings releases.Applied Materials, Inc. (AMAT)is reporting for the quarter ending January 31, 2026. The electric company company's consens
Anthropic has completed a deal to raise $30 billion in funding from investors at a $380 billion valuation, including the money raised, bolstering the artificial intelligence company as it gains ground on rival OpenAI . Singapore’s sovereign wealth fund GIC and Coatue Management led the deal, Anthropic said Thursday. D.E. Shaw & Co. , Dragoneer Investment Group , Peter Thiel’s Founders Fund , Iconi...
Anthropic has completed a deal to raise $30 billion in funding from investors at a $380 billion valuation, including the money raised, bolstering the artificial intelligence company as it gains ground on rival OpenAI . Singapore’s sovereign wealth fund GIC and Coatue Management led the deal, Anthropic said Thursday. D.E. Shaw & Co. , Dragoneer Investment Group , Peter Thiel’s Founders Fund , Iconiq and MGX co-led the round, along with participation from a who’s who of other investors, from Sequoia Capital and Lightspeed Venture Partners to Big Tech firms Nvidia Corp. and Microsoft Corp. The latest funding round roughly doubles Anthropic’s prior valuation — making it one of the world’s most valuable private companies. The deal comes just months after the startup raised $13 billion, and at the same time as OpenAI aims to raise up to $100 billion — a flurry of activity that underscores investors’ frenzy to get a stake in leading AI companies. Anthropic also confirmed plans to let employees sell shares in the company at the same valuation as the latest round, as Bloomberg News previously reported . Founded in 2021, Anthropic has positioned itself as focused on safety and responsible tech development. It has centered its efforts on the lucrative category of enterprise sales in sectors like software engineering, finance and health care. In recent months, its revenue run rate has soared, crossing $9 billion last year. On Thursday, the company said its run rate has increased to $14 billion. “This fundraising reflects the incredible demand we are seeing from these customers, and we will use this investment to continue building the enterprise-grade products and models they have come to depend on,” Krishna Rao , Anthropic’s chief financial officer, said in a statement. Anthropic’s technology, including coding agents that can write and debug software with minimal human input, has recently shaken global markets. The company’s quiet release of a tool to automate certain legal wor...
Sam Fischer , the new boss of Treasury Wine Estates Ltd. , wants to convince bruised investors that less is more. The former Diageo Plc executive, who took the helm in October, is set to present a sharp drop in earnings on Monday, after a year that saw the Australian winemaker’s stock fall the most since a 2011 listing. But Fischer also has a turnaround plan that will focus on fewer, premium brand...
Sam Fischer , the new boss of Treasury Wine Estates Ltd. , wants to convince bruised investors that less is more. The former Diageo Plc executive, who took the helm in October, is set to present a sharp drop in earnings on Monday, after a year that saw the Australian winemaker’s stock fall the most since a 2011 listing. But Fischer also has a turnaround plan that will focus on fewer, premium brands and new alternatives for a world that is drinking less wine. Treasury is targeting annual savings of A$100 million ($71 million) over the next two to three years and will cut inventories to protect demand and reputation of its brands. The company also aims to restrict shipments that end up as cut-price imports in China, a move designed to safeguard the flagship Penfolds label in one of its most important markets. “The operating environment has been exceptionally difficult for this company for quite some time,” said Jun Bei Liu , co-founder and lead portfolio manager at Ten Cap, an investment company that owns Treasury stock. “What they need to do is re-shifting – as they have been doing – into a more premium space.” Treasury has already announced it will report a drop in interim earnings. It said on Tuesday that its key EBITS performance metric — earnings before interest, tax and a measure to smooth the volatility of agricultural valuations — would likely come in around A$236 million. This would be slightly above the top end of a range provided in December but down 40% from the same period a year earlier. Like its global peers, the company has been hit by a post-pandemic decline in alcohol consumption as people switch to healthier alternatives and spend less in a high-inflation environment. Younger generations in particular are turning away from wine, said Marten Lodewijks, president of alcohol-industry analysis group IWSR. As one of few pure-play listed wine companies, Treasury is more exposed to this trend than peers that make a range of beverages. While a Bloomberg Ind...
Microsoft AI CEO Warns Most White Collar Jobs Fully Automated "Within Next 12-18 Months"; Anthropic Fears Potential For 'Heinous Crimes' The man leading Microsoft’s AI sprawling efforts is sounding the alarm over imminent mass labor disruptions , warning that the overwhelming majority of white-collar professional work could vanish to automation far sooner than most business and policy leaders are ...
Microsoft AI CEO Warns Most White Collar Jobs Fully Automated "Within Next 12-18 Months"; Anthropic Fears Potential For 'Heinous Crimes' The man leading Microsoft’s AI sprawling efforts is sounding the alarm over imminent mass labor disruptions , warning that the overwhelming majority of white-collar professional work could vanish to automation far sooner than most business and policy leaders are willing to admit - something we've been concerned about since early 2023. In an interview with the Financial Times, Microsoft AI CEO Mustafa Suleyman forecasted that within the next two years a vast swath of desk-bound tasks will be swallowed by AI. “I think we’re going to have a human-level performance on most, if not all, professional tasks - so white collar where you’re sitting down at a computer, either being a lawyer, accountant, or project manager, or marketing person - most of the tasks will be fully automated by an AI within the next 12 to 18 month s,” Suleyman said when asked about the time table for Artificial general intelligence, commonly known as AGI. The specter of mass job displacement now haunts governments around the world, even as the true body count remains murky amid broader economic headwinds. A recent Challenger report showed that AI was blamed for 7,624 job cuts in January, 7% of the month’s total, and linked to 54,836 announced layoffs across 2025 . Since tracking started in 2023, AI has been cited in 79,449 planned cuts, roughly 3% of the overall tally. "It’s difficult to say how big an impact AI is having on layoffs specifically. We know leaders are talking about AI, many companies want to implement it in operations, and the market appears to be rewarding companies that mention it," said Challenger. A stark illustration is unfolding at Bay Area startup Mercor, which has quietly hired tens of thousands of white-collar contractors , often highly credentialed specialists in medicine, law, finance, engineering, writing, and the arts, to train the very ...
Mininyx Doodle/iStock via Getty Images A few weeks ago, Alphabet ( GOOGL ) ( GOOG ) showed an AI model capable of generating games with just a few prompts, and this made the market more uncertain about some gaming stocks, such as studios like Take-Two Interactive ( TTWO ), Nintendo ( NTDOY ), and Unity Software Inc. ( U ). I disagree with the market in part. I don't think Alphabet's AI will be a m...
Mininyx Doodle/iStock via Getty Images A few weeks ago, Alphabet ( GOOGL ) ( GOOG ) showed an AI model capable of generating games with just a few prompts, and this made the market more uncertain about some gaming stocks, such as studios like Take-Two Interactive ( TTWO ), Nintendo ( NTDOY ), and Unity Software Inc. ( U ). I disagree with the market in part. I don't think Alphabet's AI will be a major threat to gaming studios, but I do think it highlights the competitive landscape for middlemen in a few years, which is the case with Unity. So even with the market's drastic reaction, which caused U stock to fall 25% after Q4 earnings, I agree, and I still think it's not a good stock to have in your portfolio, not only because of competitive threats but also because of its unpleasant financials. Therefore, I maintain a sell rating for Unity stock, and even with all this market pessimism, I still think a substantial bounce in U stock is a “big if.” Unity's Q4 Earnings: Not That Bad Looking at Unity's Q4 earnings in isolation, it wasn't that bad. Revenue grew 10%, driven by Grow Solutions, especially the good growth of Unity Vector, which is now one of the main pillars of the case because it's related to both AI and advertising. And comparing the top line with the company's previous guidance, it not only met but exceeded it. Compared to what the market expected , it's also in line; in fact, there was a beat of $10 million on the top line and $0.03 on EPS. But one of the problems was Q1 guidance. The company indicated net sales between $480 million and $490 million, while the market expected something closer to $492 million. It's not a huge difference, but it does raise some questions. If we compare it to what the market expected for Q4, we're talking about $492.8 million in sales, and for Q1, $491.7 million, which is stable QoQ. But even though the company beat estimates, it indicated lower revenue for the next quarter, indicating a slight downward trend QoQ. Nothing to...
Spring doesn’t officially kick off until March 20th, but there’s something to be said about getting a head start on your spring cleaning. Lucky for you, Eufy’s X10 Pro Omni is currently on sale at Amazon , Walmart , and directly from Eufy (with promo code WS7DV2D5LF9F ) for $449.99 ($450 off), matching its lowest price to date. Eufy X10 Pro Omni Where to Buy: $899.99 $449.99 at Amazon $899.99 $449...
Spring doesn’t officially kick off until March 20th, but there’s something to be said about getting a head start on your spring cleaning. Lucky for you, Eufy’s X10 Pro Omni is currently on sale at Amazon , Walmart , and directly from Eufy (with promo code WS7DV2D5LF9F ) for $449.99 ($450 off), matching its lowest price to date. Eufy X10 Pro Omni Where to Buy: $899.99 $449.99 at Amazon $899.99 $449.99 at Eufy (with code WS7DV2D5LF9F) $899.99 $449.99 at Walmart Although it’s since been dethroned as our favorite midrange robot vacuum / mop hybrid, X10 Pro Omni remains a solid choice thanks to its excellent AI-powered obstacle detection, powerful oscillating mops, and user-friendly app. The dual-spinning brushes are capable of removing dried stains with 1kg of downward pressure, and a built-in water reservoir prevents the robovac from having to frequently return to the dock just to refill its tank. Unlike a lot of bots in this price range, it also benefits from heated drying function — though not heated mop washing — thus preventing the base from smelling after repeated use. On the vacuuming front, the X10 Omni features a single rubber / bristle roller brush and 8,000Pa of suction, resulting in good performance on both carpet and tile surfaces. It offers great AI-powered object recognition, too, allowing it to deftly avoid pet messes, cables, toys, and other objects that might impede performance. Then there’s the Eufy Clean app — which lets you set schedules, establish no-go zones, and create virtual boundaries — culminating in a still-solid midrange vac. The fact that it can automatically empty its dust bin and refill its own water tank via the included multifunction dock just adds to the appeal. Other deals and discounts Nothing Phone 3 , the company’s “first true flagship phone,” is on sale at Amazon and Nothing’s online storefront with 12GB of RAM and 256GB of storage starting at $638.99 ($160 off), its best price to date. The newer flagship is really an exercise in...
Gareth Cattermole/Getty Images Entertainment Shares of L'Oréal ( LRLCY ) ( LRLCF ) are underwater on Thursday after reporting disappointing fourth-quarter operating profit, sales, and like-for-like (LFL) sales growth, as well as total sales for FY25. Investors shrugged off double-digit growth in e-commerce and another year of record gross and operating margins. Of note was the second-half recovery...
Gareth Cattermole/Getty Images Entertainment Shares of L'Oréal ( LRLCY ) ( LRLCF ) are underwater on Thursday after reporting disappointing fourth-quarter operating profit, sales, and like-for-like (LFL) sales growth, as well as total sales for FY25. Investors shrugged off double-digit growth in e-commerce and another year of record gross and operating margins. Of note was the second-half recovery in its two largest markets, the U.S. and China, while continuing its “emerging conquest.” However, a softer-than-expected operating profit of €8.89B missed €8.9B estimates, and LFL sales growth of 6% was slower than 6.46% estimates. Additionally, the company’s Q4 and FY25 sales of €11.25B and €44.05B, respectively, were both below expectations. Shares are down more than 7%, breaching support at the 100- and 200-day moving averages. More on L'Oréal S.A. L'Oréal: A Resilient Beauty Giant At A Fair Price L'Oreal: Valuation Is Not Cheap Enough To Justify A Buy L'Oréal S.A. (LOR:CA) Analyst/Investor Day - Slideshow Seeking Alpha’s Quant Rating on L'Oréal S.A. Historical earnings data for L'Oréal S.A.