Soybeans are showing 2 to 4 cent losses across most contracts on Tuesday morning. Futures rounded out the week with contracts down 2 to 4 ½ cents at the close, as March was 17 ¾ cents higher last week. Open interest rose 6,846 contracts on Friday. The cmdtyView national average...

Lean hog futures will resume trade this morning following the Monday President’s Day holiday. Futures closed Friday with most contracts down 50 to 75 cents, as expiring February was up 20 cents. Preliminary open interest continued to show long liquidation, down 3,791 contracts on Friday. April fell $6.67 last week....

A series of strategic missteps, uneven execution, and poor cost control have strained Norwegian Cruise Line’s ( NCLH ) financial profile and undermined investor confidence, relegating the former industry leader to the bottom tier of its peer set. In a letter to the Board, Elliott Management argued that “the case for change at Norwegian is as compelling as any we have ever seen,” describing the situation as “one of the clearest value-creation opportunities in the public markets.” To orchestrate this turnaround in the company’s fortunes, Elliott has taken a 10% stake in the company, making it one of Norwegian’s ( NCLH ) largest shareholders and a key collaborator to drive the changes necessary to “unlock the company’s full potential.” To that end, Elliott submitted its “Norwegian Now” thesis, detailing the case for change and outlining the actions required to rebuild the company. Elliott contends that meaningful reform at Norwegian ( NCLH ) starts with a broad reconstitution of the board, adding members whose travel industry experience complements the company’s strategic needs. Once a new board is in place, Norwegian ( NCLH ) should seek leadership that can implement a business plan to address the company’s bloated costs that were misaligned with competitors, ship deployment decisions that have created an unnecessary yield headwind, and the company’s “high tolerance for value destruction.” “Norwegian’s CEO appointment reflects a profound failure of Board oversight: the company had no credible succession plan, no executive bench, conducted no comprehensive search, and ultimately installed a leader with no executive experience in the cruise industry,” Elliott said in their letter regarding the recent appointment of John Chidsey as CEO. As the third-largest cruise operator (behind Carnival and Royal Caribbean), Norwegian ( NCLH ) has failed to translate a modern, well-maintained fleet and ownership of one of the largest private island destinations into outperformance of ...

After Guardian writers shared their picks for big screen love stories people may not have seen , readers have responded with some alternative options It’s a long time since I saw it, and it’s one of those films I’ve been unable to rewatch after a first viewing in case it disappoints. The way they keep upping the ante as the movie progresses struck me as completely perfect at the time. CreatureAdam Continue reading...

The company is investing $50 billion in Boise fabs as AI-driven memory demand outpaces supply and HBM products sell out through year-end.

The global consumer electronics market, valued at USD 1.03 trillion in 2023, is poised to reach USD 1.57 trillion by 2029, growing at a CAGR of 7.37%. Key growth drivers include the expansion of 5G, IoT, and the rise of smart home devices. Sustainability trends and niche market offerings are reshaping strategies, while online sales are outpacing offline, propelled by e-commerce convenience. Asia Pacific remains a dominant region due to its strong manufacturing base. Leading players, such as Appl

Getty Images Introduction ACG Metals ( ACGAF ) is a bit of an oddball in the copper space, but one that deserves your attention. They are running a high-growth copper roll-up strategy, aiming to scale production from the ~20 ktpa they are about to do today to 200-300 ktpa in the next 3-5 years. Despite its reasonably large market cap (~$500M) and 1-year returns >200%, almost no one has ever heard of it. Besides recently being in the Financial Times owing to the fact that Mike Pompeo, the former US Secretary of State, is on the board, there’s not much news or coverage of the company. To me, that’s a great thing. It means I’m still early enough to exploit the opportunity. In the mining world today, most leaders fear pursuing acquisition as a growth strategy, still bearing scars from the previous metals cycle when investors punished companies that overextended themselves. That’s changing a bit in the gold market, but most companies are nevertheless focused on returning capital to shareholders rather than growing their businesses aggressively. In my view, that presents an opportunity for those willing to take a different approach. There’s value to be had in being the fish that swims against the tide, and it is that value that I believe ACG is trying to capture. I first learned about ACG Metals after seeing the CEO, Artem Volynets, speak in Chile last year. I was struck primarily by how measured he came off (despite the marketing material for the company being somewhat ambitious in places, as I’ll mention later). The phrase that stuck with me at the time, and still does, was his statement that the most important thing in the business was to “not lose investors' money,” which he was discussing in the context of walking away from a billion-dollar deal he had set up. He didn’t talk much about ACG, but spent much of his time discussing how he functions within the industry, his career, and when to walk away from a deal. I wrote in my notebook at the time that I should probabl...

Amid the poor performance of quantum computing stocks in 2026, Infleqtion starts trading today as a public company after a SPAC merger.

Image source: The Motley Fool. Tuesday, February 17, 2026 at 9:00 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

格隆汇2月17日｜礼来计划将印度打造成为其全球供应链的中心，作为公司先前承诺在印度投资10亿美元用于合约生产的一部分。公司旗下重磅减肥药Mounjaro在南亚国家上市几个月后销量倍翻，而其目前在印度并没有自家生产设施，计划利用印度强大的合约生产体系，将其在印度生产的药品出口到世界各地的市场，作为其更广泛的供应网络的一部分。公司还计划将更多产品引入印度。

lcva2/iStock Editorial via Getty Images Introduction and Investment Thesis I am bullish on Microsoft Corporation (NASDAQ: MSFT ), driven by Azure and its cloud services . This AI segment is currently seeing about 40% growth indicating that AI adoption is on the rise. For example, MSFT has reported, as of Q2’2026 , commercial remaining performance (Backlog) of $625 billion. Aproximately 45% of this backlog is from OpenAI, representing around $281.3 billion in spending over the next several years. Other non-OpenAI enterprise contracts account for 55% of the $650 billion, or around $344 billion. Already, non-OpenAI has grown by 28% YoY as of Q2’2026, suggesting a fundamentally impressive growth trajectory, which is a reason for my optimism. Microsoft is one of the major hyperscalers driving AI, and Q2’2025 is a testament to this optimistic view of AI as it shifts from a feared AI bubble to real economic value. So far, AI has been capable of performing tasks of value , indicating that it is adding real value. Another example is that in 2026, over 39% of jobs had exposure to AI, which is higher than the originally expected 30%. This is to say that AI can increasingly automate tasks than was initially expected. Some notable changes include legal professions, which have increased from 95% to 63%; education from 11% to 49%; health practitioners, from 10% to 39%; and C-suite roles such as CEO, from 25% to 60%. The company has been making intensive capital expenditures, such as $35 billion in the July-September 2025 period, and I think this aggressive expenditure explains why its YTD price return has lagged the S&P 500. However, looking at the YoY growth of the AI segment, ranging between in the 40% regions and the backlog, which presents a promising revenue stream, I believe the market is overreacting to the company's aggressive investment. Most interesting, the company's return on invested capital is currently at 26.09% and at a consistent uptrend, justifying the heavy inve...

lcva2/iStock Editorial via Getty Images Introduction and Investment Thesis I am bullish on Microsoft Corporation (NASDAQ: MSFT ), driven by Azure and its cloud services . This AI segment is currently seeing about 40% growth indicating that AI adoption is on the rise. For example, MSFT has reported, as of Q2’2026 , commercial remaining performance (Backlog) of $625 billion. Aproximately 45% of this backlog is from OpenAI, representing around $281.3 billion in spending over the next several years. Other non-OpenAI enterprise contracts account for 55% of the $650 billion, or around $344 billion. Already, non-OpenAI has grown by 28% YoY as of Q2’2026, suggesting a fundamentally impressive growth trajectory, which is a reason for my optimism. Microsoft is one of the major hyperscalers driving AI, and Q2’2025 is a testament to this optimistic view of AI as it shifts from a feared AI bubble to real economic value. So far, AI has been capable of performing tasks of value , indicating that it is adding real value. Another example is that in 2026, over 39% of jobs had exposure to AI, which is higher than the originally expected 30%. This is to say that AI can increasingly automate tasks than was initially expected. Some notable changes include legal professions, which have increased from 95% to 63%; education from 11% to 49%; health practitioners, from 10% to 39%; and C-suite roles such as CEO, from 25% to 60%. The company has been making intensive capital expenditures, such as $35 billion in the July-September 2025 period, and I think this aggressive expenditure explains why its YTD price return has lagged the S&P 500. However, looking at the YoY growth of the AI segment, ranging between in the 40% regions and the backlog, which presents a promising revenue stream, I believe the market is overreacting to the company's aggressive investment. Most interesting, the company's return on invested capital is currently at 26.09% and at a consistent uptrend, justifying the heavy inve...

格隆汇2月17日｜据网络平台数据，电影《飞驰人生3》预测票房上涨，预测票房50.43亿。

格隆汇2月17日｜布伦特原油期货跌幅扩大至2%，报67.259美元/桶。

Robinhood (HOOD) is exactly the kind of underlying where selling volatility can make more sense than trying to predict the next headline-driven price swing — especially after a sharp pullback and with implied volatility still elevated. A short strangle — selling an out-of-the-money put and an out-of-the-money call in the same expiration — is fundamentally a bet that the stock will stay within a wide range through expiration, and/or implied volatility is overpriced versus what the stock ultimately realizes, so the combination of time decay and IV reverting to the mean may provide a tailwind. Crypto/options trading activity cooled materially after the market rolled over in early October 2025, and Robinhood's Q4 results reflected that slowdown. That matters because HOOD remains operationally leveraged to "animal spirits." When crypto is booming, volumes surge, and the stock can gap higher; when crypto cools, the opposite happens. There's also some evidence that cost discipline is loosening a bit. Operating expenses were up meaningfully year-over-year in Q4 from $458 million for the quarter ended Dec. 31, 2024, to $633 million for the quarter ended Dec. 31, 2025. Robinhood appears to be choosing to continue to invest through the cycle, most likely to maintain its position as the "financial super app." Even with crypto cooling, retail trading strength elsewhere is holding up: Transaction-based revenue was supported by strong equity and options activity. Robinhood reported record net deposits for 2025, including a large Q4 contribution, and also disclosed preliminary January 2026 net deposits that were up year-over-year, although perhaps a little light of expectations. Despite its rapid growth, the total addressable market remains substantial relative to Robinhood's market share. Not only does Robinhood have a small share of U.S. retail investable assets relative to large peers, but its runway is also strong if the company continues to graduate its younger users to more p...

核心要点 Snap 将推出一项 创作者订阅功能 ，允许创作者直接从高活跃粉丝处获得 持续性收入 ，这家社交媒体公司正努力摆脱对广告的单一依赖，实现收入多元化。 在用户增长放缓的背景下，Snap 发力付费创作者订阅，意在拓展广告以外的收入来源，打造 更可预测的营收模式 。 Snap 正进入一个竞争已十分激烈的赛道。Patreon、Substack、OnlyFans 等平台均以付费会员为核心业务，YouTube 和 Instagram 也已推出同类服务。 Snap 即将推出一项 创作者订阅功能 ，允许创作者直接从高活跃粉丝处获得持续性收入。这家社交媒体公司正努力摆脱对广告的单一依赖，实现收入多元化。 这家总部位于洛杉矶的公司向 CNBC 独家透露，将于下周一启动名为 “创作者订阅”（Creator Subscriptions） 的测试，首批仅对一小部分 Snapchat 创作者开放。 在用户增长放缓的背景下，Snap 发力付费创作者订阅，意在拓展广告以外的收入来源，打造 更可预测、更稳定的营收模式 。 Snap 首席执行官埃文・斯皮格尔在本月早些时候发布的四季度财报中写道： “未来一年，订阅用户增长将成为衡量我们进展的关键指标。” Snap 现有的订阅服务 Snapchat+ 和云端存储套餐同期同比增长 71% ，用户数达到 2400 万 。 不过公司当期日均活跃用户为 4.74 亿 ，环比减少 300 万 。 通过这项新功能，Snapchat 用户可以付费订阅喜爱的创作者，获取 独家内容 ，包括专属照片、视频、仅订阅者可见的动态，以及可被置顶在公开展示区的文字回复权限。 Snap 内容合作负责人吉姆・谢泼德在接受 CNBC 采访时表示： “我们希望创作者变现长期路线的下一步，能真正扎根于 真实的粉丝关系 。帮助创作者用更可预测的方式赚钱，从最忠实的粉丝那里获得收入。” Snap 正进入一个 竞争日趋激烈 的 “粉丝直接付费” 赛道。 Patreon、Substack、OnlyFans 等平台均以付费会员为核心业务，主流社交平台也纷纷推出内置订阅工具： 谷歌 旗下 YouTube 于 2018 年推出频道会员，创作者可获得扣除税费后的 70% 收入； Meta 旗下 Facebook（2020 年）和 Instagram（2022 年）先后开放创作者订阅，目前创作者可保...

“My will states that my daughter will receive a fairly large portion of my estate.”

Key PointsAshford Capital sold 410,326 shares of Globalstar in the fourth quarter; the estimated trade size was $22.66 million (based on average fourth-quarter pricing).

Alphabet Inc.’s Google plans to draw on geothermal power from renewable energy company Ormat Technologies to help fuel its fleet of data centers in Nevada. Under the terms of a power purchase agreement announced Monday, Ormat will supply Google with up to 150 megawatts through the tech firm’s standing deal with Berkshire Hathaway Inc. ’s NV Energy, a Nevada utility. Ormat plans to generate the power across a slate of new geothermal projects still in development. The deal begins once the first projects reach commercial operations, Ormat said, which is expected between 2028 and 2030. It will extend 15 years after the final project comes online. Ormat surged as much as 8.1% for its largest intraday advance since 2023. The agreement “will likely put ORA on more investors’ radars as an AI infrastructure power play,” Oppenheimer & Co. analysts including Noah Kaye and Kristen Owen wrote in a note to clients. Geothermal energy is an attractive option for hyperscalers seeking to meet emissions goals. Unlike other renewable resources, geothermal power is available around-the-clock, alleviating concerns about reliability and storage. “We are utilizing a repeatable framework that fully covers all costs associated with our electric service,” Briana Kobor, Google’s head of energy market innovation, said in a statement, adding that the structure “insulates other ratepayers while strengthening the reliability of the local power system.” The agreement is subject to approval by Nevada’s public utilities commission, Ormat said.

Source: Bloomberg, 3:50

Ocular Therapeutix releases positive topline results from SOL-1 Ophthalmology Times

Image source: The Motley Fool. Feb. 17, 2026, 9 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Intel’s Redemption Arc: Inside the x86 Giant’s AI and Foundry Gambit FinancialContent

MTN Group Ltd. , Africa’s biggest wireless carrier, has agreed to take over the remaining stake in IHS Holdings Ltd. it doesn’t already own in a deal that values the mobile infrastructure company at about $6.2 billion including debt. IHS investors will get $8.50 per share in cash, the company said in a statement on Tuesday. That’s a 3% premium to the company’s closing share price on Feb. 4, before Bloomberg News reported on the plans. The deal combines Africa’s largest mobile network operator with one of the continent’s biggest independent tower platforms, giving MTN direct ownership of infrastructure that it previously leased. Many telecom operators have been selling off or spinning out their tower businesses to focus on core services, and this additional control puts MTN in a position to cut leasing costs and deepen its role in Africa’s telecommunications build-out. MTN is IHS’s largest shareholder and will buy the approximately 76% of the stock it doesn’t already own. Another shareholder, Wendel, has also agreed to vote in favor of the deal. The transaction is expected to close this year, and is subject to shareholder and regulatory approvals. To close the deal, IHS will need a minimum of $355 million on its balance sheet at closing. IHS will have to successfully complete sales of its Latin American tower and fiber operations to meet MTN’s requirements. IHS traded at $8.24 in New York on Tuesday before its shares were halted on the news.

埃利奥特管理公司周二披露，已持有 挪威邮轮控股有限公司 10% 的股份，这家激进投资机构正推动改革，以扭转这家邮轮运营商的经营局面。 该公司股价周二早盘上涨逾 8%。其股价去年累计下跌超过 13%。 埃利奥特呼吁对公司董事会进行改组，称现任董事未能履行基本职责，包括挑选合适管理层这一最重要的义务。 根据向该公司提交的演示文稿与信函，这家激进投资机构还敦促挪威邮轮制定新的商业计划。 挪威邮轮未立即回复路透社的置评请求。 责任编辑：郭明煜

JHVEPhoto/iStock Editorial via Getty Images I reviewed Entergy Corporation ( ETR ) last September, right after regulators approved Meta Platforms, Inc.'s ( META ) 5GW data center project in Louisiana. Entergy has since moved forward with its infrastructure work, and the project is set to open in 2030. Management reported full-year 2025 results this past week, also updating the capital plan and guidance through 2028. In short, my earlier thesis has been confirmed, and the stock has been re-rated. Entergy recently closed at $105—up about 17% since my prior article and nearly double the return of the Utilities Select Sector SPDR® Fund ( XLU ): Seeking Alpha (February 16, 2026) This move reflects higher earnings expectations, and based on the latest earnings outlook, I continue to view Entergy as a Buy . Summary of Entergy’s Operations Entergy operates as a vertically integrated, regulated electric utility with ~3.1 million customers across Arkansas, Louisiana, Mississippi, and Texas. It earns authorized returns on capital investments approved by state commissions and varying by jurisdiction. Graphic showing ETR's service area and capacity. (Entergy Corporation: Q4 Earnings Presentation) Large industrial customers account for about half of total demand. This is pretty unusual for a regulated utility and helps explain why the recent earnings growth has come mainly from contract load like META’s Louisiana project (rather than population growth or rate increases). Entergy owns generation assets and runs its own transmission and distribution network. Natural gas and nuclear account for the bulk of electricity, with smaller shares from solar and battery storage. It had just under 25GW of installed capacity as of the most recent quarter. Entergy’s Full-Year Results Confirm Thesis Earnings were higher in 2025 as sales volumes grew and earlier capital investments began to show through. On the negative side, costs across operating, maintenance, and interest expenses were all hig...