"A Good Way To Destroy Your Country": Rogan Blasts Democrats' Open Border Insanity Authored by Steve Watson via Modernity.news, Joe Rogan has zeroed in on the Democrats’ border fiasco, calling it a direct path to America’s downfall by inviting criminals and chaos across the line. The podcast powerhouse argues that while the U.S. was built by immigrants, unchecked entry under Democratic policies is flooding the nation with murderers and cartel thugs, all in an effort to populate cities with voters loyal to the left—pure political gamesmanship at the expense of public safety. Rogan laid out the stark reality of America’s immigration roots clashing with today’s border free-for-all. Joe Rogan: "You can't have an open border. You can't just have anybody come thru because there's gonna be a bunch of criminals that come thru.” pic.twitter.com/vRO5XGYGpu — Joe Rogan Podcast News (@joeroganhq) February 11, 2026 “The whole thing is tough now because we’re a country that’s established by immigrants, but you can’t have an open border. You can’t just have anybody come through because there’s going to be a bunch of criminals that come through, and you don’t want that. You don’t want your country to be more crime infested,” Rogan said. “You don’t want your country to have murderers and cartel members just coming into the country and now getting citizenship and being able to vote and organizing, and that’s crazy. That’s a good way to destroy your country,” Rogan urged. He further accused Democrats of turning illegal immigration into a cynical tool for power grabs, overwhelming sanctuary cities and stacking the deck in swing states. “When you just let everybody in, and you let in 10 million people, and how do you — unless they get arrested while they’re here — what do you do? And even then, like a lot of them during the Biden administration, they were getting let go. In sanctuary cities [they would let] people go. It’s just crazy,” Rogan said. He added, “Because they just want a bun...

国际贵金属继续下挫，现货黄金跌超3%，报4923美元/盎司。现货白银跌超7%，报78.11美元/盎司。

格隆汇2月13日｜现货黄金跳水跌超3%，报4927美元/盎司。

新兴市场外汇和股市回吐涨幅。 标普500指数跌幅扩大至1%，纳斯达克100指数跌1.5%，半导体指数跌1.51%。

Tim Robberts/DigitalVision via Getty Images Shares of AppLovin Corporation ( APP ) have gotten absolutely hammered in recent weeks. This high flyer is a name we endorsed as a somewhat speculative play back in April of 2025 at BAD BEAT Investing, where we seek to find mispriced equities set to make a run. After enjoying a great run-up, shares have gone on sale. Data by YCharts This stock and the underlying company's operations checked off many of the boxes we look for. But there is some confusion behind what it does if you go by the name alone. This company is a bit behind the scenes of many different mobile apps and, in particular, mobile games. While they were once heavily focused on creating and publishing their own mobile titles, the company underwent a strategic shift to become more of a pure-play AI software powerhouse. Of course, despite the AI component, as we know, software has absolutely taken it on the chin, causing traders to lose sizable chunks of capital during this route. But we like AppLovin here, and we view it as cheap, and recently a short-seller even apologized for getting this one wrong. We like what they are doing and think fears are overblown. We are impressed with their core technology, which is led by an engine called AXON. It acts sort of like a rapid matchmaker for the mobile world by connecting app developers with the right target customers to download their apps and further helps those same developers make money by showing the most relevant ads to those users. So, it’s in a way a data play, as the tech is using advanced data processing to make sure that digital advertising is as efficient as possible. While customers were for a long time mobile gaming studios, ranging from small independent creators to the largest players in the industry, they have successfully branched out to work with customers in ecommerce, fintech, streaming services, and more. AppLovin helps them acquire new users without blowing money trying to acquire people who ar...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.52%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.08%. March E-mini S&P futures (ESH26 ) are down -0.58%, and March E-mini Nasdaq futures...

Bet_Noire Former Federal Reserve Vice Chairman Roger Ferguson believes current economic indicators do not justify aggressive interest rate cuts, suggesting the Fed may only implement one more reduction before pausing. “The economic data does not support an aggressive move down by the Fed. Maybe one more, and then done,” Ferguson said in an interview with CNBC. Ferguson pointed to the strength of the labor market as key evidence supporting his view. The unemployment rate has fallen to 4.3%, while job creation remains robust and increasingly concentrated in the private sector. “The labor market data in general have supported the notion of stability in the labor markets,” he noted. Inflation remains “sticky,” which has prevented long-term bond yields from moving significantly despite recent Fed actions. Market expectations have shifted accordingly, with a March cut now off the table and the probability of a June cut falling below 50%. “Expectations of the Fed easing have, I think, started to come off. I think that’s appropriate,” Ferguson said. The former Fed official also pushed back against speculation that new leadership would pursue substantial rate cuts as part of a productivity-driven strategy. Ferguson referenced the Alan Greenspan era, noting that historically the Fed refrains from raising rates during productivity gains rather than cutting them aggressively. “I think the market thinking that… a productivity campaign to cut rates is maybe a little bit misguided,” he said. Ferguson cautioned that the Fed’s tools are designed to manage aggregate demand, not structural shifts in the labor market caused by technological changes like artificial intelligence. “Cutting rates into an economy that’s growing well but is not creating jobs for a variety of technological reasons may not be at all the best move,” he warned. With strong GDP numbers, equity market performance, and wealth effects suggesting consumers remain in good financial shape, Ferguson advised policymakers...

Why Did Micron Stock Pop Again Today? The Globe and Mail

Intel slapped with over Rs 27 crore penalty by CCI The Financial Express

Why Did Micron Stock Pop Again Today? Yahoo Finance

FREDERICA ABAN/iStock via Getty Images JEPQ vs. QQQ ETF: The February Effect I last rated the JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ: JEPQ ) on Dec 6, 2025, in an article titled “JEPQ: Fund Inflow Slows And Alpha Potential Weakens (Rating Downgrade).” The article focused on JEPQ’s fund flow data and also holdings as of Q3 2025. Since then, there have been a few new changes both in terms of macroeconomic parameters and also fund specifics. Given JEPQ’s use of covered options, this article will examine the top 3 changes on my list: what I call the February effect, the changes in the implied volatility (IV) of JEPQ’s underlying assets approximated by the Invesco QQQ Trust ETF (NASDAQ: QQQ ), and also the updated valuation ratios for both JEPQ and QQQ based on the FQ4 earnings report of their holdings. An examination of these factors has led me to conclude that JEPQ’s use of covered options is untimely in the near future, and I see growth-focused QQQ as a better tactical preference. Let me start with the first change. Many investors probably heard about the October effect. The effect refers to the observation that the month of October has statistically been the most volatile month for the equity market (see the next chart below provided by Goldman Sachs ). There are fundamental reasons behind the October effect, including the concentration of corporate earnings reports, year-end performance benchmarking, et al. Bearing these above factors in mind, it is not difficult to see the opposite of the October effect – what I call the February effect. As seen in the chart, February has been the second least volatile month historically (after December). To be more explicit, in the ~67 years between 1950 and 2017, the SP500 experienced a daily change of more than 1% for only about 261 trading days in October, in contrast to 298 days in January or 362 days in October. Following February, March also featured relatively muted volatilities relative to other months, as seen....

Why Did Micron Stock Pop Again Today? Nasdaq

Drazen Zigic/iStock via Getty Images Warren Buffett has said that it is extremely difficult to determine which companies will be the winners in a new promising industry. He has said it is easier to see the losers. One analogy he shared was the automotive industry, which at one point had more than 2,000 auto manufacturers. In the end only a handful survived. Buffett's conclusion was that it would have been easier to make money "shorting horses". Investors appear to be doing just that now in response to the changes brought by artificial intelligence (AI). They are indiscriminately selling software stocks in what some now call the SaaSpocalypse . The performance divergence between software stocks and the S&P 500 Index ( SPY ) year-to-date is jaw-dropping. What investors fear is that AI will increase competition in the software sector, reducing pricing power and weakening competitive moats. Some companies will indeed suffer negative effects from AI, but the impact will vary widely. When there is indiscriminate selling, the "wheat gets tossed out with the chaff". One company we believe is being irrationally punished is Toast, Inc. ( TOST ), which offers restaurant payments processing and tailored software for the industry. Last time we wrote about Toast, we highlighted how the increased uptake of additional software modules was increasing customer switching costs and widening the company's competitive moat. Data by YCharts The SaaSpocalypse The software meltdown has been so intense that already some analysts are saying there are some good bargains in the sector. It is certainly hard to separate the AI winners from the losers, but not impossible. With respect to Toast, we see some reasons to be optimistic. As it is a payments platform at the core, with additional modules to manage restaurant-specific pain points, it is deeply ingrained into restaurants' operations. Even if AI could write a competing point-of-sale app, Toast's understanding of the industry, scale, and rela...

Billionaire investor Bill Ackman allegedly commits $2 billion to Meta, representing 10% of Pershing Square's portfolio as Zuckerberg pivots to AI superintelligence.

Charlie Munger played the hand he was dealt, but if you ask him, he didn't play it quite well enough. In what became his final interview before passing away at age 99, the billionaire vice chair of Berkshire Hathaway spoke with CNBC in November 2023, reflecting on a century of life, business, and missed opportunities. The special aired two days after his death on Nov. 28. Despite a legendary investing career and a long partnership with Warren Buffett, Munger admitted he had regrets. "I'm not all

格隆汇2月13日｜现货黄金跌破4950美元/盎司，日内跌2.66%。

纽约银日内跌幅达7.0%，报77.88美元/盎司。 现货白银日内跌幅达7.0%，报78.12美元/盎司。 现货黄金日内跌幅达2.5%，报4951.39美元/盎司。

Earnings Call Insights: Watts Water Technologies (WTS) Q4 2025 Management View Chairman, President & CEO Robert Pagano highlighted, "We achieved record sales, operating margin and earnings per share for both the fourth quarter and the full year. Organic sales rose 8% and reported sales were up 16% this quarter. Adjusted operating margin climbed 220 basis points to 19%." He emphasized the completion of two acquisitions: Superior Boiler, with about $60 million in annual sales, and Saudi Cast, with annual sales around $20 million. Pagano stated, "Both acquisitions are expected to be accretive to adjusted EPS in 2026 after accounting for added interest expense and normal purchase accounting adjustments." The CEO detailed a strategic portfolio review, noting the intent to phase out $10 million to $15 million of European sales and $25 million to $30 million in the Americas, mainly in lower-margin retail and OEM channels, during 2026. He explained that these changes are anticipated to be neutral or potentially margin accretive. Pagano outlined the company's data center initiative, reporting, "In 2025, sales from this sector represented just over 3% of total company sales and are growing at a double-digit rate." CFO Diane McClintock reported, "Sales reached $625 million, reflecting a 16% increase on a reported basis and an 8% increase organically... Adjusted EBITDA totaled $134 million, an increase of 28% with an adjusted EBITDA margin of 21.4%, up 210 basis points year-over-year." Outlook The company projects reported sales growth of 8% to 12% and organic sales growth of 2% to 6% for 2026. Organic sales in the Americas are expected to increase by 3% to 7%, while Europe organic sales are projected to range from a 4% decline to flat. APMEA is anticipated to achieve organic growth between 4% and 8%. Pagano stated, "We expect to benefit over $130 million in incremental revenues from the acquisitions of EasyWater, Haws, Superior and Saudi Cast. Collectively, these additions are...

Image source: The Motley Fool. Thursday, Feb. 12, 2026 at 9 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Data centers have become one of the artificial intelligence (AI) revolution's hottest must-have trades, thrusting Applied Digital (NASDAQ: APLD) , data center construction company, into the spotlight. This sudden swell of bullish attention doesn't come without its risks, though. Chiefly, the stock's big gains since early last year have made it very expensive. And never mind its lack of profits right now and for the foreseeable future. APLD shares are priced at roughly 30 times this year's projected revenue, versus the S&P 500 's (SNPINDEX: ^GSPC) price/sales ratio of only around 3.4. Even if and when Applied Digital starts turning a plausible profit, it's still going to be an incredibly expensive stock. Meanwhile, although Applied Digital may be the biggest and best-known builder in this space, as the AI data center construction industry matures, specialty construction outfits like Jacob and Emcor are penetrating this market. It's not clear if Applied Digital will remain the business's top go-to name. Continue reading

Pershing Square discloses a new Meta position equal to 10% of capital, citing AI-driven upside despite recent share declines.

现货白银短线跳水，现跌超6%，报79.1美元/盎司。

Win McNamee/Getty Images News Elon Musk held an “all hands meeting” with xAI ( X.AI ) employees, as the generative artificial intelligence unit of SpaceX ( SPACE ) has seen considerable amounts of founder turnover. Among the topics discussed were artificial intelligence agents that will be able to create videos taken from your imagination, CNBC reported. The company also posted a video of an all-hands meeting on X on Wednesday, where topics ranged from its product roadmap, its link to X (formerly known as Twitter), and even discussing SpaceX's ambition to make life interplanetary, were discussed. News of the all-hands meeting, which also discussed building an AI satellite on the moon, was first reported by The New York Times . The meeting comes as xAI has seen several of its founders leave recently, including two this week - Tony Wu and prominent AI researcher Jimmy Ba . As of this month, six of the 12 original co-founders have left the AI lab for various reasons. Musk addressed the brain drain in a post on X, stating that change is inevitable as a company grows. “xAI was reorganized a few days ago to improve speed of execution,” Musk wrote . “As a company grows, especially as quickly as xAI, the structure must evolve just like any living organism. This unfortunately required parting ways with some people. We wish them well in future endeavors. We are hiring aggressively. Join xAI if the idea of mass drivers on the Moon appeals to you.” Musk, who also heads up SpaceX and Tesla ( TSLA ), has been busy reorganizing his empire in recent memory. Earlier this year, he brought xAI, which competes with OpenAI ( OPENAI ) (Musk is currently in the midst of a lawsuit with OpenAI) and Anthropic ( ANTHRO ), under the SpaceX umbrella . The combined company is worth approximately $1.25T and is reportedly getting ready to go public. Earlier this month, William Blair analyst Jed Dorsheimer said he sees a logical path to merge the newly combined SpaceX-xAI with Tesla, citing the str...

格隆汇2月13日｜现货黄金短线跌幅扩大至60美元，现报5010美元/盎司，现货白银短线走低近3美元，现报79.26美元/盎司。

Street reassesses Microsoft (MSFT) amid Azure growth and capex concerns MSN

Saudi Arabia has appointed Fahad Al-Saif as its new investment minister, putting an official from the kingdom’s sovereign wealth fund at the helm of the entity tasked with drawing more capital to the country. Al-Saif, head of investment strategy and global capital finance at the Public Investment Fund , was appointed by royal decree, according to a statement from the state-run Saudi Press Agency on Thursday. He replaces Khalid Al-Falih , who served in the role since 2020. It’s unclear what Al-Saif’s appointment means for his roles at the wealth fund or how the PIF may be affected by the announcement. Neither the ministry nor the PIF responded to requests for comment. The changes — announced as part of a broader reshuffle that affected dozens of positions — come at a critical time for the kingdom as it reviews its policies and spending priorities amid broader fiscal pressures. Both the government and the PIF are expected to soon unveil updated strategies for the next five years in a bid to accelerate Crown Prince Mohammed bin Salman ’s agenda to diversify the economy beyond oil. The de-facto ruler has also introduced reforms in recent months aimed at hauling in more foreign capital that would help Saudi Arabia compete more effectively with Abu Dhabi and Dubai as an investment hub. Read More: Saudi’s MBS Unleashes Months of Reforms to Draw More FDI Al-Saif’s appointment puts him at the center of that initiative, which is seen as increasingly critical as the Gulf nation faces fresh oil-price volatility and investment pressure. Al-Saif has also held roles at the Ministry of Finance and National Debt Management Center. Al-Falih, who traveled the world drumming up interest in Saudi investment opportunities during his time as investment minister, will remain in the cabinet as Minister of State. The former chief executive of oil giant Saudi Aramco had also previously served as Saudi Arabia’s Minister of Energy. Saudi Arabia Plans Updated Strategy for Vision 2030 Overhaul Sa...

CGNX beats Q4 estimates with 35% EPS growth and 10% revenues rise, lifts margins, and shares jump more than 23% in pre-market trading.

包括华盛顿康捷国际物流公司和罗宾逊全球物流在内的卡车运输及物流相关企业周四股价迅速下跌。 物流公司罗宾逊全球物流一度下跌13%；XPO Inc下跌2.5%，Landstar System下跌8.5%，JB Hunt运输服务下跌3.1%，华盛顿康捷国际物流公司下跌11%。 责任编辑：李桐

M. Suhail McDonald's Corporation ( MCD ) traded higher on Thursday after reporting a sharp upturn in comparable sales in Q4. On Wall Street, analysts were divided on whether the company has fully turned the corner or faces a tricky road ahead. Morgan Stanley analyst Brian Harbour said the next big cycle for the company is already unfolding, revolving around faster unit growth and probably another remodel wave. The renewed focus on food quality, taste, and range is considered strategic since the chain's most credible competitors to fend off are no longer traditional burger QSRs, but Dutch Bros ( BROS ), Raising Cane's, In-N-Out, and other specialist concepts growing stores and taking QSR market share. Oppenheimer analyst Brian Bittner highlighted that McDonald's ( MCD ) underlying sales indicators are strengthening, and market share with low-end consumers is reversing to a tailwind. Looking ahead, Bittner and his team see multiple levers for intriguing sales upside throughout 2026. "We raise our assumptions for core fundamentals," wrote Bittner. Oppenheimer kept its Outperform rating on MCD in place. Bank of America analyst Sara Senator noted the firm was encouraged by the restaurant giant's strong topline performance, but the need for continuous reinvestment as well as the more stable franchise model is considered capping EPS upside. The firm kept its Neutral rating on McDonald's ( MCD ). Mizuho Securities analyst Nick Setyan thinks it is too early for investors to celebrate a U.S. comparable sales inflection. "We are skeptical that Q4's comp strength is sustainable beyond Q1 and continue to believe U.S. SSS growth visibility for the remainder of '26 remains limited. We also believe risk to 2026 margin expectations remains elevated," warned Setyan. Mizuho lowered its 2026 EPS estimate on MCD to $13.14 from $13.31 to reflect forward margin commentary. On Seeking Alpha, analyst Luca Socci sees MCD as protection in a bear market but trading with a lofty PEG ratio. Shar...

jetcityimage BorgWarner ( BWA ) shares continued to gain altitude on Thursday as fourth quarter results, and more importantly a deal to provide power generation for the data center market, earned an upgrade at Deutsche Bank and a new all-time high. “BorgWarner’s strategic entrance into the AI data center market is a pivotal shift from being a traditional Tier-1 powertrain supplier to a more diversified multi-industrial entity,” said Deutsche Bank analyst Edison Yu. On Wednesday, the company announced a flurry of new deals with European and North American OEMs, including its first 48V electro cross differential program and a supply agreement for a turbine generator system for TurboCell. By leveraging its automotive supply base and manufacturing capabilities, BorgWarner ( BWA ) expects to control at least two-thirds of the turbine generator system content. “With capabilities that we expect will address the power quality and energy needs of the data center market across hyperscalers and colocators, as well as other microgrid applications, we anticipate that the turbine generator system will open avenues for further profitable growth,” BorgWarner CEO Joseph Fadool said on Wednesday. Yu thinks the revenue opportunity from this deal will be “substantially larger” and will provide “a secular growth tailwind for multiple years.” “Moreover, the revenue should increment at mid-teens margin to start, suggesting large scale isn’t even necessary for profitability,” Yu adds. Driven by the explosion of artificial intelligence and cloud expansion, the global market for data center power infrastructure could be as high as $100B within the next 10 years, growing at a compounded annual growth rate of ~7.3%. This represents a significant source of new revenue for companies able to adapt, such as BorgWarner ( BWA ), Vertiv ( VRT ), and FTAI Aviation ( FTAI ) which recently launched a new division that will convert jet engines into turbines to generate energy. In addition to the upgrade ...