《大行》里昂下調中芯國際(00981.HK)盈測 維持「跑贏大市」評級 AASTOCKS.com

财联社2月13日讯（编辑 夏军雄） 作为欧盟天价罚单的“常客”，谷歌近日再度成为欧盟反垄断调查的对象，原因是欧盟担心其在搜索引擎广告定价方面存在非法操纵行为。 据媒体披露，欧盟委员会当地时间2月9日致信可能受影响的企业，该机构怀疑谷歌在广告拍卖中“人为提高成交价格”，从而“损害广告商利益”。 欧盟委员会表示，如果上述可疑行为有证据支持，可能违反欧盟竞争规则，而相关违规行为最高可被处以全球年度销售额10%的罚款。 根据谷歌上周公布的财报，谷歌2025年全年总营收为4028.36亿美元，这意味着理论上谷歌最高可能面临超过400亿美元（折合337亿欧元）的罚款。 在随附的一份信息征询文件中，欧盟监管机构向市场参与者询问谷歌在多个在线广告市场中的主导地位。 知情人士透露，尽管针对谷歌的反垄断调查仍处于早期阶段，但该调查可能在不久之后由欧盟反垄断事务负责人特雷莎·里韦拉正式宣布。 类似指控此前也曾由美国司法部针对谷歌提出。美国司法部曾试图强制谷歌出售其Chrome浏览器业务，但法官驳回了司法部的这一诉求。 谷歌此前已被欧盟累计罚款95亿欧元（约合113亿美元）。就在去年9月，欧盟因谷歌在广告技术行业扭曲竞争、违反反垄断规则，对其处以近30亿欧元（约合35.6亿美元）罚款。 此外，这项最新的潜在调查仅仅是欧盟近段时间针对谷歌发起的一系列调查之一。 去年12月，欧盟委员会宣布，针对谷歌利用网络内容开发人工智能（AI）的行为发起反垄断调查。 近年来，欧盟加强对大型科技公司的监管已引发美方批评。美国曾多次施压欧盟放松其科技监管规则，甚至一度祭出加征关税的威胁。若欧盟进一步针对谷歌处以罚单，很可能将加剧与美国特朗普政府之间的紧张关系。

Looking at the universe of stocks we cover at Dividend Channel, in trading on Thursday, shares of Truist Financial Corp (Symbol: TFC) were yielding above the 4% mark based on its quarterly dividend (annualized to $2.08), with the stock changing hands as low as $51.63 on the day.

Looking at the universe of stocks we cover at Dividend Channel, in trading on Thursday, shares of Accenture plc (Symbol: ACN) were yielding above the 3% mark based on its quarterly dividend (annualized to $6.52), with the stock changing hands as low as $215.16 on the day. Divid

Looking at the universe of stocks we cover at Dividend Channel, in trading on Thursday, shares of General Mills Inc (Symbol: GIS) were yielding above the 5% mark based on its quarterly dividend (annualized to $2.44), with the stock changing hands as low as $48.40 on the day. Di

Key PointsThe S&P 500 looks historically expensive.

Fund Update: New $205.6M $AMZN stock position opened by RENAISSANCE TECHNOLOGIES LLC Quiver Quantitative

Looking at the universe of stocks we cover at Dividend Channel, in trading on Thursday, shares of CNH Industrial NV (Symbol: CNH) were yielding above the 2% mark based on its annual dividend (annualized to $0.25), with the stock changing hands as low as $12.49 on the day. Divid

Looking at the universe of stocks we cover at Dividend Channel, in trading on Thursday, shares of Ally Financial Inc (Symbol: ALLY) were yielding above the 3% mark based on its quarterly dividend (annualized to $1.2), with the stock changing hands as low as $39.63 on the day. D

The plaintiff’s lawyer in a landmark social media addiction trial tried to connect Adam Mosseri’s compensation with Instagram’s policy toward filters.

Why Tesla Inc. stock is seen as undervalued - 2025 Performance Recap & Capital Efficiency Focused Ideas mfd.ru

Editor's note: Seeking Alpha is proud to welcome Meridian Research as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » winhorse/iStock Unreleased via Getty Images Over the past twelve months, lululemon athletica inc.'s ( LULU ) stock price has plunged 58% due to concerns related to its U.S. business. Management is currently juggling multiple headwinds, from the looming impact of tariffs to a noticeably more cautious U.S. consumer. At the same time, rising challengers like Vuori and Alo Yoga (both privately held) are aggressively chipping away at lululemon’s market share. More structurally, investors are concerned about brand equity dilution, product quality issues, and lululemon’s ability to sustain its pace of innovation—the pillars that have historically underpinned the company’s long-term compounding story. This situation, or rather the inability to deal with it, has determined the departure of CEO Calvin McDonald. If the company manages to reaccelerate growth in its North America business by recovering its brand equity, the company appears relatively undervalued both with respect to its past and its peers. When analyzing lululemon’s business model, we notice that it possesses a set of competitive advantages that would allow it to return to its roots and regain the brand’s popularity, but this is not something that will happen inevitably. To achieve it, leadership is required, and given that the firm is in search of a new CEO with multiple interests at play, the most prudent investment decision at this time is to wait and see the first signs that the ship is attempting to head toward a safe harbor before boarding it. Consequently, we are rating the stock as Hold and remain on the sidelines for now. International Growth Can’t Mask Domestic Challenges The latest earnings report esse...

Much-needed supplies but no oil arrive on navy ships as Trump stokes island nation’s economic crisis As the sun came up on a flat calm Florida Straits, two ships arrived off the port of Havana: the Isla Holbox, a squat logistics ship, followed by the more aggressive looking Papaloapan, whose bow ramp gave the appearance of a large beetle. The two Mexican navy ships docked on Thursday laden with humanitarian aid as part of Mexico ’s efforts to support Cuba amid a deepening crisis exacerbated by Donald Trump’s economic pressure campaign. Continue reading...

On February 11, Hodges Capital Management Inc. disclosed a sale of 401,146 shares of The GEO Group (NYSE:GEO) , an estimated $6.69 million trade based on quarterly average pricing. According to a February 11 SEC filing , Hodges Capital Management Inc. reduced its position in The GEO Group (NYSE:GEO) by 401,146 shares during the fourth quarter of 2025. The estimated transaction value was $6.69 million, derived from the average closing price for the period. The fund’s quarter-end position value changed by $10.64 million, reflecting both the trade and price movements over the quarter. Top holdings after the filing: Continue reading

Camurus AB (publ) ( CAMRF ): Q4 GAAP EPS of SEK1.67. Revenue of SEK464M.

Anthropic已完成一笔300亿美元的融资交易，投后估值达到3800亿美元。随着这家人工智能（AI）公司在与对手OpenAI的竞争中取得进展，这笔交易进一步增强其实力。 Anthropic周四表示，新加坡政府投资公司和Coatue Management领投本轮融资。D.E． Shaw & Co．、Dragoneer Investment Group、Peter Thiel的Founders Fund、Iconiq和MGX共同领投，其他参与方包括Sequoia Capital、Lightspeed Venture Partners等知名投资方以及英伟达和 微软 等科技巨头。 本轮融资使Anthropic的估值较此前大致翻倍，该公司成为全球估值最高的未上市公司之一。就在几个月前，这家初创公司刚完成130亿美元融资，与此同时，OpenAI寻求募集多达1000亿美元，一系列的活动凸显投资者争相押注领先AI公司。 Anthropic还确认，计划允许员工按本轮融资相同估值出售公司股份。 Anthropic成立于2021年，定位于专注安全和负责任的技术开发。公司将重点放在利润丰厚的企业销售领域，包括软件工程、金融和医疗行业等。近几个月来，其年化收入规模大幅跃升，去年突破90亿美元。周四，公司表示该指标已升至140亿美元。 微软和英伟达此前曾表示，他们将向 Anthropic合计投资多达150亿美元；这家初创公司表示，他们已将其中“一部分”资金投入本轮融资。微软也是OpenAI最大的支持者之一，而英伟达预计将在OpenAI即将进行的融资中投资200亿美元。 责任编辑：王许宁

油价周四下跌，投资者在国际能源署下调2026年全球石油需求预测与美国-伊朗紧张局势可能升级之间进行权衡。 3月交割的布伦特原油期货下跌1.88美元，跌幅为2.71%，收于每桶67.52美元。 纽约商品交易所3月交割的西得州中质原油（WTI）期货价格下跌1.79美元，跌幅为2.77%，收于每桶62.84美元。 国际能源署周四表示，今年全球石油需求增长将慢于此前预期，同时预测尽管1月份供应因中断而减少，仍将出现可观盈余。 在国际能源署发布月度报告后，布伦特和西德克萨斯中质原油基准价格回吐涨幅转跌，此前期价因美伊局势担忧获得支撑。 美国总统唐纳德·特朗普周三与以色列总理本雅明·内塔尼亚胡会谈后表示，他们就如何推进伊朗问题尚未达成明确协议，但与德黑兰方面的谈判将继续进行。 特朗普周二曾表示，如果与伊朗未能达成协议，他正考虑向中东派遣第二艘航空母舰。下一轮谈判的日期和地点尚未公布。 美国原油库存大幅增加限制了早盘价格涨幅。美国能源信息署称，上周美国原油库存增加850万桶至4.288亿桶，远超路透调查中分析师预期的79.3万桶增幅。 美国能源信息署数据显示，美国炼厂开工率在截至当周下降1.1个百分点至89.4%。 责任编辑：张俊 SF065

Lemon_tm/iStock via Getty Images Gold and Silver prices fell during intraday trading on Thursday, as the commodities market continued to battle volatility in 2026. In light of this, b elow is a list of 10 Gold & Precious Metals ETFs ranked by their Relative Strength Index in ascending order, identifying the most oversold funds in this sector. The list is topped by Sprott Uranium Miners ETF ( URNM ), with an RSI of 53. Sprott Silver Miners & Physical Silver ETF ( SLVR ) comes next with an RSI of 55, holding a Strong Buy quant rating. Other notable entries include the ProShares S&P Global Core Battery Metals ETF ( ION ) and the Amplify Junior Silver Miners ETF ( SILJ ), both with RSI readings in the mid-50s. All top ten funds on this list maintain RSI readings below 60, suggesting none are currently in overbought territory. The Relative Strength Index is a momentum oscillator that measures the velocity and magnitude of price changes, plotting them on a scale from 0 to 100. RSI compares the magnitude of recent gains to recent losses over a chosen lookback period, typically 14 days. RSI readings of 70 or above are generally considered a signal that a stock may be overbought and potentially poised for a pullback. Here is the list: Sprott Uranium Miners ETF ( URNM ), RSI: 53, AUM: 2.46B Sprott Silver Miners & Physical Silver ETF ( SLVR ), RSI: 55, AUM: 1.03B ProShares S&P Global Core Battery Metals ETF ( ION ), RSI: 55, AUM: 14.94M Amplify Junior Silver Miners ETF ( SILJ ), RSI: 56, AUM: 5.56B Sprott Active Metals & Miners ETF ( METL ), RSI: 56, AUM: 108.21M iShares MSCI Global Silver and Metals Miners ETF ( SLVP ), RSI: 57, AUM: 1.29B Themes Silver Miners ETF ( AGMI ), RSI: 57, AUM: 17.74M US Global GO GOLD and Precious Metal Miners ETF ( GOAU ), RSI: 58, AUM: 225.62M Global X Silver Miners ETF ( SIL ), RSI: 58, AUM: 6.66B iShares Gold Producers UCITS ETF USD ( ISGPF ), RSI: 58, AUM: 5.41B More on precious metals ETFs The Collapse In Gold And Silver Was Not Caused By Kev...

格隆汇2月13日｜美国能源部长赖特：我们对委内瑞拉有着巨大的影响力。

Shares of C.H. Robinson Worldwide on Thursday headed for their steepest drop ever, as investors seemed to focus their fears about AI disruption onto the transportation and logistics company.

Earnings Call Insights: Kimco Realty Corporation (KIM) Q4 2025 Management View CEO Conor Flynn described 2025 as "another banner year for Kimco," noting "Nareit FFO per share growth of 6.7%" and a credit rating upgrade to A- from Moody's in the fourth quarter. Flynn emphasized record operational milestones, including "overall portfolio occupancy of 96.4%, matching our all-time high," and "our highest quarterly new leasing volume in more than a decade with 1.2 million square feet leased." Flynn announced a "strategy for 2026... built around the following priorities. First, we intend to be proactive and aggressive in recycling capital that is both accretive and enhances the overall long-term growth profile," including plans to sell assets at private market cap rates and redeploy proceeds into higher return opportunities. Initiatives for 2026 include organizational flattening and operational modernization, with the plan to "remove $3 million of G&A expense this year, while still investing in our people and platform to keep raising the level of execution." Executive VP & COO David Jamieson highlighted "the signing of 30 Anchor Leases, which are the most we've ever completed" and that "our tenant credit profile is as strong as it's been in several years." Jamieson stated that "we have resolved or have a deal in the works for 87% of expiring ABR in the first half of 2026." President and Chief Investment Officer Ross Cooper detailed a disposition pipeline of "$300 million to $500 million, primarily consisting of flat ground leases, lower growth multi-tenant centers and non-income-producing land and entitlements," and projected asset sales at cap rates of 5% to 6% with acquisitions targeted at cap rates "roughly 100 basis points higher." CFO Glenn Cohen reported "Kimco delivered a strong finish to 2025, driven by continued cash flow growth, disciplined capital allocation and the strength of our open-air grocery-anchored portfolio in a supply-constrained environment." Cohen ...

Earnings Call Insights: Tyler Technologies (TYL) Q4 2025 Management View CEO H. Moore stated that "recurring revenue growth and free cash flow, our 2 key metrics, both surpassed expectations in the fourth quarter," highlighting recurring revenues growth of 11%, SaaS revenue growth of just over 20%, and transaction-based revenue growth of 12%. Moore pointed to a "fourth quarter record" in free cash flow, up nearly 10% with a margin of 41%. Moore emphasized the company's position to "capitalize on the significant opportunities ahead, supported by a proven business model and clear competitive advantages," noting especially the momentum in flipping on-premises clients to the cloud, with annual contract value from these flips rising 64.5% year-over-year and 54.8% sequentially. Moore highlighted a unified payment strategy, stating, "We consolidated our payments operations across Tyler under our new industry-proven leader, Ryan O'Connor, executing a unified payment strategy that positions us to capture greater value and drive operational efficiencies." Moore discussed strategic contract wins, including an expanded relationship with a major state enterprise client, SaaS contracts with Alabama school districts, and a SaaS agreement with Riverside County, California. He noted, "Both the number and the value of flips signed during the quarter represented new quarterly highs." CFO Brian Miller reported, "Total revenues for the quarter were $575.2 million, up 6.3%." Miller disclosed a "onetime noncash loss reserve related to a contract dispute with a state government client," resulting in a reversal of approximately $8.8 million of license revenues and $900,000 of professional services revenues, with no impact on recurring revenues or cash. Miller added, "Subscriptions revenue continued to exhibit strength and increased 16.1%. Within subscription, SaaS revenues grew 20.2% and eclipsed $200 million in the quarter for the first time." Moore announced a "definitive agreement to acq...

格隆汇2月13日｜博通(AVGO.O)跌幅扩大至3%。

Earnings Call Insights: Independence Realty Trust (IRT) Q4 2025 Management View CEO Scott Schaeffer highlighted that "2025 was a solid year for IRT" and emphasized delivering same-store NOI growth that exceeded initial guidance. Key initiatives included implementing an AI leasing agent, optimizing bad debt management, expediting value-add renovations to an average of 25 days, and expanding the Wi-Fi initiative to 63 communities in 2026. Schaeffer also stated, "we sold 2 older communities and redeployed the proceeds into 3 newer communities with higher rental rates and lower CapEx profiles," and noted the purchase of 1.9 million shares, leveraging market dislocation. Schaeffer pointed to capital allocation priorities: "we continue to view investments in our value-add program as our best use of capital," with 2,003 units renovated in 2025 and a targeted 15.3% average unlevered ROI. Plans for 2026 include renovating 2,000 to 2,500 units and adding 6 new communities to the program. President, CFO & Treasurer James Sebra reported, "Core FFO per share during the fourth quarter and the full year of 2025 of $0.32 and $1.17, respectively, were in line with our guidance." Sebra also noted, "same-store NOI grew 1.8% in the quarter, driven by a 2% increase in same-store revenue and a 2.4% increase in operating expenses over the prior year." He described a 124 basis point improvement in bad debt and a 60 basis point increase in average effective monthly rents year-over-year for Q4. Outlook Sebra provided 2026 guidance, stating, "We are establishing full year EPS guidance of between $0.21 and $0.28 per share and core FFO guidance in the range of $1.12 to $1.16 per share." He outlined that "our 2026 guidance assumes same-store NOI increases 80 basis points at the midpoint, driven by 1.7% same-store revenue growth and a 5.1% increase in controllable operating expenses." The guidance includes an expected average occupancy of 95.5%, bad debt of 90 basis points of revenue, a 5.4% incr...

Even after a more than 22% surge on Wednesday, Wall Street analysts expect there's room to run for shares of BorgWarner . Driving the stock's massive single-day rally was news that the company signed a deal with TurboCell to supply a turbine generator system for artificial intelligence data centers. TurboCell is a subsidiary of data center developer Endeavour. The partnership marks a shift for BorgWarner, an auto supplier known for making powertrain components. It's a pivot many companies have made of late as investors have rewarded stocks that adapt to the AI-driven economy. Deutsche Bank on Thursday upgraded its rating on BorgWarner to buy from neutral, with a price target of $82, indicating another 24% upside for shares from Wednesday's close. Analyst Edison Yu said the potential impact on the company's revenue is large. BWA 5D mountain BWA five-day chart. "The agreement is expected to generate > $300m in revenue in 2027, which we view as a ramp-up year for what appears to be a large 2 [gigawatt] buildout designed to support multiple AI data center customers," Yu wrote. "By our estimate, if BorgWarner is involved in deploying the full amount, the revenue opportunity could be $1.5-2.0bn over multiple years, representing a material tailwind to growth." Morgan Stanley maintained its equal weight rating on BorgWarner, but hiked its price target to $60 from $49. While that represents an indicated loss from Wednesday's close, the bank said it expects the stock to trade at its elevated levels due to the data center growth opportunity. But analyst Andrew Percoco also threw some cold water on just how quickly BorgWarner may see the benefits from its pivot. "New power generation technology can require multiple years of testing at data center sites to validate cost and reliability," Percoco wrote. "With this in mind, we believe low-single digit % market share is a prudent assumption."

Is Micron Stock Your Ticket to Becoming a Millionaire? The Motley Fool

Artificial intelligence (AI) stocks have been among the market's top performers over the past few years, and Micron (NASDAQ: MU) is no exception. This company supplies high-performance memory and storage solutions critical to AI semiconductor chips that process intense workloads. While Nvidia , Broadcom , and Advanced Micro Devices have already enjoyed massive AI-fueled rallies, few realize that Micron has been the key to ensuring their chips perform optimally. As demand for advanced memory accelerates, Micron is uniquely positioned to capitalize on the next wave of AI growth -- with the potential to reach a $1 trillion valuation within the next two to three years. Image source: Getty Images. Continue reading

The Numbers Don't Lie... Yet Again Authored by Steve Watson via Modernity.news, Once again, the hard data exposes the success of President Trump’s relentless crackdown on crime, with violent offenses plunging to historic lows across major U.S. cities—proving that backing the blue and securing borders delivers real results where Democrat failures once bred anarchy. This latest triumph builds on momentum where border enforcement and federal interventions are dismantling the criminal networks that thrived under open-border insanity. New figures from Major Cities Chiefs Association, reported by Axios highlight a staggering turnaround: murders dropped 19% in 2025 compared to the previous year, robberies fell 20%, and aggravated assaults declined nearly 10%. AXIOS: Violent crime plummets across major U.S. cities https://t.co/316mo1WYaa pic.twitter.com/73A1yxb0fn — InteractivePolls (@IAPolls2022) February 11, 2026 Stand out cities include Orlando and Tampa, with more than a 50% decline in homicides. Denver, Seattle, Honolulu, and Albuquerque, N.M., also posted impressive homicide drops. These reductions mark the largest single-year drop in homicides on record, pushing the murder rate in the nation’s biggest cities to its lowest level in at least 125 years. President Trump didn’t hesitate to credit his administration’s aggressive strategy. “We surged federal resources into Democrat-run cities, removed criminal illegals from our streets, backed our police and prosecutors, and rejected the Radical Left’s policies that coddled criminals and invited chaos,” he wrote in a statement. Trump added that his approach has reversed the “years of skyrocketing crime and carnage” inherited from the Biden era, restoring safety to levels unseen in over a century. The declines extend beyond murders. Rapes, shooting deaths—now at their fewest since 2015—and even on-duty deaths of law enforcement officers have hit an 80-year low. Traffic fatalities and overdose deaths are also down, underscori...