格隆汇2月13日｜美股期货转涨，道琼斯指数期货涨0.06%，标普500指数期货涨0.12%，纳斯达克100指数期货涨0.14%。此前美国1月CPI环比增长0.2%，低于市场预期。

Judge rejects argument that advice is legally flawed and excludes trans people from services they have long used The Good Law Project (GLP) has lost its legal challenge to interim advice released by the UK equalities watchdog that in effect said transgender people should be banned from using bathroom and changing facilities according to their lived gender. The advice from the Equality and Human Rights Commission (EHRC), which has since been withdrawn from its website, was published soon after the landmark supreme court ruling on biological sex last April. Continue reading...

An AI clip featuring Tom Cruise and Brad Pitt fighting has caused concern among industry figures A leading Hollywood figure has warned “it’s likely over for us”, after watching a widely disseminated AI-generated clip featuring Tom Cruise and Brad Pitt fighting. Rhett Reese, co-writer of Deadpool & Wolverine, Zombieland and Now You See Me: Now You Don’t was reacting to a 15-second video showing Cruise and Pitt trading punches on a rubble-strewn bridge, posted by Irish film-maker Ruairí Robinson, director of 2013 sci-fi horror The Last Days on Mars . Reposting the clip on social media, Reese wrote: “I hate to say it. It’s likely over for us.” Continue reading...

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

Andrzej Rostek/iStock via Getty Images The U.S. Consumer Price Index crept up 0.2 % M/M in January, a cooler pace than the +0.3% consensus and slowing from +0.3% in December, according to data released by the Bureau of Labor Statistics on Friday. On a Y/Y basis, that amounts to a 2.4% increase in January, also lower than the +2.5% consensus and +2.7% in December. Excluding volatile food and energy prices, core CPI increased 0.3% M/M, in line with the +0.3% consensus and slightly hotter than the +0.2% pace in December. On a Y/Y basis, that comes to 2.5%, in line with consensus and down from 2.6% in December. Overall, the numbers indicate that inflation appears to be edging closer to the Federal Reserve's 2% inflation target. "Headline CPI inflation for January is better than expected, driven by lower energy prices," said Seeking Alpha analyst Damir Tokic . "Overall, a very mild CPI report, with shelter inflation rising at only 0.2% M/M, and no evidence of tariffs related inflation from apparel prices. Core CPI comes in at 0.3% M/M as expected, pushed higher by transportation prices. Bond market is now starting to price a third Fed cut for 2026, which should be positive for the stock market." The index for shelter, the largest factor in the index, rose 0.2% in January. The food index increased 0.2% M/M, and the energy index fell 1.5% during the month. Components of the core CPI that increased during the month included airline fares (+6.5%), personal care (+1.2%), recreation (+0.5%), medical care (+0.3%), and communication (+0.5%). The ones that declined included used cars and trucks (-1.8%), household furnishings and operations (-0.1%), and motor vehicle insurance (-0.4%), the BLS said. Developing… check back for updates. More on the US Economy Supply Side Strong The Dollar Is Firm Ahead Of January CPI Financial stress accelerates to record highs, says the National Foundation for Credit Counseling Nonfarm payrolls growth shocks to the upside in January; unemployment s...

美股期货转涨，道琼斯指数期货涨0.06%，标普500指数期货涨0.12%，纳斯达克100指数期货涨0.14%。

CPI数据公布后，现货黄金短线拉升超20美元，现报4993.65美元/盎司。

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

格隆汇2月13日｜美国1月核心CPI环比增长0.3%，预估增长0.3%，前值增长0.2%。美国1月核心CPI同比增长2.5%，预估增长2.5%，前值增长2.6%。

Alphabet (GOOG) Dominates the Search Market with 80% Share Insider Monkey

As big tech ramps up what could total nearly $700 billion in artificial intelligence-driven capital expenditures, a top analyst believes Nvidia Corp. (NASDAQ:NVDA) stands to capture as much as half of that spending. Analyst Says Nvidia Is ‘Hard To Bet Against' On Wednesday, Futurum Group CEO Daniel Newman took to X and said that Nvidia could see 40% to 50% of the magnificent seven's committed AI capital expenditures flow its way. "$NVDA should see 40-50% of the ~$700 Billion in Mag 7 committed A

NVDA, INTC and AMD Forecast – Chip Stocks Look a Bit Soft in Early Action FXEmpire

格隆汇2月13日｜美国1月CPI环比增长0.2%，预估为增长0.3%，前值为增长0.3%。1月CPI同比增长2.4%，预估为增长2.5%，前值为增长2.7%。

Loomis Sayles Global Growth Fund’s Thoughts on Oracle (ORCL) Insider Monkey

AMD Stock Fails to Revive Uptrend, Heads Under $200 on Downgrade, Soft FY26 FXLeaders

美国1月未季调CPI年率从2.7%回落至2.4%，创2025年5月以来新低，市场预期中值2.5%。

Applied Optoelectronics ( AAOI ), a provider of advanced optical and HFC networking products, has broken ground on its new manufacturing facility in Sugar Land, Texas. Located at 1111 Gillingham St., the facility spans over 210,000 square foot. President and CEO Thompson Lin said , “We plan to increase our investment in this facility and our headquarters from $150 million to potentially $300 million by the end of next year. We’ve committed to creating 500 local jobs related to the programming of AOI’s automated production lines, and we believe this expansion project, intended to support the growing needs of our industry and customers, will position us as one of the largest domestic suppliers of optical transceivers for the AI and datacenter industry.” AAOI shares were down 1.58% premarket. More on Applied Optoelectronics Applied Optoelectronics' Breakout Is Just Beginning Applied Optoelectronics: Further Share Price Appreciation In Store Due To AI Applied Optoelectronics: The Breakout Nobody Is Watching Seeking Alpha’s Quant Rating on Applied Optoelectronics Historical earnings data for Applied Optoelectronics

据港交所文件：湖南军信环保股份有限公司向港交所提交上市申请书。

美国1月核心CPI同比 2.5%，预期 2.5%，前值 2.6%。

美国1月CPI同比 2.4%，预期 2.5%，前值 2.7%。

美国1月核心CPI环比 0.3%，预期 0.3%，前值 0.2%。

美国1月CPI环比 0.2%，预期 0.3%，前值 0.3%。

Wall Street's panic over artificial intelligence replacing enterprise software is misguided, according to HSBC's latest research report. The investment bank argues 2026 marks a crucial shift from AI infrastructure build-out to actual monetisation through software, positioning established...

Dmytro Lastovych/iStock via Getty Images Co-authored with Beyond Saving. It's hard to believe that High Dividend Opportunities has been publishing on Seeking Alpha for 10 years now. A lot has changed over the years on the platform and within our service. One thing that hasn't changed is our focus on finding the best dividend-paying opportunities. Over the years, we've had some great investments, and we've had some that didn't work out. That's just a reality of investing. Over the years, we've created a cohesive set of rules and guidelines that we call The Income Method . It's a strategy that seeks to generate a significant amount of cash flow for your portfolio and grow that income stream year after year. Today, we are going to take a look at a holding that was first added to our portfolio in September 2016. This holding exemplifies the features we want in the companies that we invest in. No, this stock hasn't rocketed to the moon, and it never will. It isn't a company that's going to be part of a big bubble, and it will never be part of the cool stock club on Reddit. It is a pleasantly boring company that generates cash flow every quarter. Its total return is generated one dividend at a time. Not from rocketing up in price. A slow and steady grind to very strong and predictable returns. Ares Capital—Yield 9.6% Ares Capital ( ARCC ) is the largest publicly traded BDC (Business Development Company) with a portfolio fair value of ~$29.5 billion as of December 31, 2025. ARCC reported a pleasantly boring quarter. NII (Net Investment Income) came in at $0.52/share, up from $0.48 last quarter and down from $0.55 in Q4 of last year: Source . ARCC Q4 2025 Presentation NAV (Net Asset Value) was $19.94, down slightly from Q3 but up slightly year-over-year. Like all BDCs, ARCC has seen the average yield on its portfolio decline because interest rates are lower and ARCC's assets are primarily floating-rate. ARCC came into 2025 with very low leverage, which means that they were ...

Sundry Photography/iStock Editorial via Getty Images Shares of Cisco Systems, Inc. ( CSCO ) have given back almost all of their gains over the past month as the share price has fallen -11.71% (-$10.09) after reporting their Q2 earnings . There is overwhelming loathing for technology becoming overdone, and we are seeing tremendous selloffs occurring even when the earnings reports and forward guidance are strong. The reality is that CSCO delivered a double beat with non-GAAP EPS of $1.04 which came in $0.02 ahead of estimates, and revenue of $15.35 billion, which was $230 million ahead of estimates at a 9.7% growth rate YoY. The Street was looking for $60.77 billion in revenue for the 2026 fiscal year, and CSCO guided for a range of $61.2 billion to $61.7 billion. CSCO also guided for a range of $4.13-$4.17 in non-GAAP EPS when The Street was looking for $4.13. The idea that CSCO’s underlying metrics and guidance are being overshadowed by concerns around memory costs is ridiculous, and I believe it is presenting investors with another opportunity to own CSCO at better prices. CSCO most likely is monitoring the situations with their suppliers closely and has real-time information about how their cost of goods is being impacted. CSCO continues to deliver solid execution while rewarding shareholders through buybacks and dividends. After going through the numbers, I am still very bullish on CSCO especially after what the hyperscalers just announced for their CapEx allocations for 2026. I think this is an overreaction, and CSCO will rally back to new all-time highs later this year. Seeking Alpha Following up on my previous article about Cisco Systems Back in the beginning of December, I wrote an article on CSCO ( can be read here ) where I discussed how it continued to be overlooked as the AI infrastructure boom expanded. CSCO was trading below 20x earnings with robust dividend growth and significant buybacks. CSCO delivered a double beat in Q1 and outlined how they were b...

wildpixel/iStock via Getty Images I mark a Strong Buy rating on MP Materials ( MP ) stock as it has an advantage on United States national security policy. The advantage is shifting MP Materials from a commodity miner into a government-backed, important infrastructure utility. My main rationale for a Strong Buy rating is the structural upside introduced by the Department of War [DoW] Price Protection Agreement [PPA] (effective October 1, 2025) . This mechanism provides a $110-per-kilogram revenue floor for NdPr products. This is nearly double the Q3-FY2025 realized price of ~$59, irrespective of immediate downstream sales (provided the material is stockpiled). This advantage decouples MP’s cash flow from volatile spot markets and midstream refining bottlenecks. The PPA is also building a guaranteed high-margin annuity on MP Materials’ production volumes. The strong balance sheet with $1.94 billion in liquidity and the elimination of China sales exposure insulates MP Materials’ business against macro shocks. Major risks to my thesis include techno-economic failure at the Independence facility, mainly regarding material yield losses during metallization and alloy production. Why is this a problem? Because the failure can erode the margin buffer provided by the PPA if recycling loops are not efficiently closed. The PPA-Stockpile Advantage Mechanism as a Non-Dilutive Liquidity Engine MP Materials’ stock price upside is backed by the immediate monetization of the strategic inventory built through the DoW’s PPA. What's important here is the provision that allows for top-up payments on stockpiled concentrate apart from the sold, separated products. I perceive the PPA primarily as a hedge against falling NdPr oxide prices for realized sales. But more than that, I observe a far more potent mechanical advantage. This advantage is the decoupling of MP Materials’ cash flow from midstream refining bottlenecks. As of Q3, MP Materials held $207.1 million in total inventories . Apa...

ST. LOUIS, Feb. 13, 2026 (GLOBE NEWSWIRE) -- The Marketing Alliance, Inc. (OTC: MAAL) (“TMA” or the “Company”), announced its financial results today for its fiscal 2026 third quarter ended December 31, 2025.

Berkshire Hathaway owns many different public equities, which combined make up its $328 billion portfolio. Among them, there's one standout business whose shares have performed particularly well recently. As of Feb. 9, this financial stock 's price is up 180% in the past five years. By including the dividend, that figure is even higher at 198%. Here's what investors need to know about American Express (NYSE: AXP) , which has been a pillar in the Oracle of Omaha's portfolio. Image source: Getty Images. Continue reading

Proto Labs and PayPal have been highlighted as Zacks Bull and Bear of the Day

Corning rides on 35% Optical Communications growth and a $6B Meta deal as AI data center demand surges. Can hyperscaler momentum fuel sustained gains?