Is Intel Corporation exposed to currency risks - July 2025 Sentiment & Daily Stock Trend Watchlist mfd.ru

Apple (AAPL) Reclaims Momentum in China as iPhone Share Climbs to 19% TipRanks

Image source: The Motley Fool. Feb. 12, 2026 at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Earnings Call Insights: Organon & Co. (OGN) Q4 2025 Management View Joseph Morrissey, Interim CEO & Executive VP and Head of Manufacturing & Supply, stated that "In 2025, Organon delivered $6.2 billion in revenue and $1.9 billion of adjusted EBITDA," highlighting that revenue was down 3% year over year. Morrissey noted the biosimilar franchise outperformed expectations, with strong contributions from Hadlima and new launches, and that Vtama achieved $128 million in global revenue. Morrissey discussed the impact of the loss of exclusivity (LOE) for Atozet, policy-related changes in the U.S. for Nexplanon, and revised medical guidelines affecting Singulair. He emphasized the extension of Nexplanon's FDA-approved duration from 3 to 5 years as a milestone that "potentially broadens the addressable market for this key product." Morrissey explained the decision to lower the dividend payout ratio, redirecting funds to debt reduction, and noted the divestiture of the Jada system for about $390 million in net proceeds. He stated, "We expect revenue and adjusted EBITDA this year to be very much in line with 2025...about $6.2 billion of revenue and about $1.9 billion of adjusted EBITDA in 2026." Matthew Walsh, Executive VP & CFO, said, "Women's health was down 16% ex FX for the fourth quarter and down 2% for the year. Sales of Nexplanon decreased 20% ex FX in the fourth quarter and 4% for the full year, in line with what we discussed in November when we re-guided on the product." Walsh detailed ongoing headwinds in the U.S. for Nexplanon, as well as persistent competitive and pricing pressures across fertility and respiratory portfolios. Walsh highlighted Hadlima's 61% ex FX global growth and progress in biosimilars, with new denosumab launches and the acquisition of Tofidence. He announced, "Net loss for the fourth quarter of 2025 was $205 million or $0.79 per diluted share compared with net income of $109 million or $0.42 per diluted share in the fourth quarter of 2024," att...

watch now VIDEO 3:03 03:03 Why electricity bills are on the rise nationwide News Videos Families won't see relief from rising electricity prices anytime soon, as demand from artificial intelligence data centers soars while power supply grows slowly, according to Goldman Sachs. Electricity prices jumped 6.9% in year over year 2025, more than double the headline inflation rate of 2.9%, Goldman analysts told clients in a research note published Wednesday. Prices will continue to rise through the end of the decade as data centers make up 40% of electricity demand growth, the analysts said. This will lower disposable income, drag down consumer spending and slightly slow economic growth in the coming years, they said. Households will see electricity prices rise another 6% through 2027, the analysts said. Price inflation will then slow to 3% in 2028 on lower natural gas prices, they said. Consumer spending growth will fall 0.2% through 2027 and economic growth will slow 0.1% as a result, according to Goldman. The trajectory of electricity prices, however, will vary widely across the U.S. based on different regional market structures and what regulatory choices are made, the bank said. "The income and spending drags will likely be larger for lower-income households because electricity accounts for a greater share of their spending," Goldman analyst Manuel Abecasis said. Households in regions with more data centers will also take a bigger hit, he said. Higher electricity prices will increase core inflation by 0.1% through 2027 and by 0.05% in 2028 as businesses pass on higher costs to conusmers, the Goldman analysts said. watch now VIDEO 4:50 04:50 Gov. Josh Shapiro: PJM model of raising prices to spur growth is 'completely broken' Power Lunch The rapid growth of data centers is colliding with a constrained electricity supply as regulatory barriers as well as labor and material shortages make it difficult to build new power plants, the analysts said. The tight supply-demand ...

Kevin Dietsch White House trade adviser Peter Navarro described the 22%-30% interest rates charged on credit card debt as “criminal” and said, " James Dimon, lower your friggin’ credit card interest rates," according to a media report on Thursday. In addressing JPMorgan Chase's ( JPM ) chairman and CEO, Navarro told Bloomberg Radio, "Jamie, until you do that, please refrain from commenting on other public policies." The comments come as the White House seeks to assure voters that it's taking affordability issues seriously ahead of the midterms in November. Last month, President Donald Trump called for a year-long 10% cap on credit card interest. Since then, many bank CEOs have pushed back, saying keeping interest rates that low would hurt credit availability for lower-income consumers and those with low credit scores. Instead, they would be forced to turn to more expensive and less reliable sources of credit, such as payday lenders. Dimon, during the company's Q4 earnings call, said that such a severe cap would end up punishing consumers. " People will lose access to credit, like on a very, very extensive and broad basis, especially the people who need it the most," he said. Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on JPMorgan Chase JPMorgan Chase & Co. (JPM) Presents at UBS Financial Services Conference 2026 Transcript JPMorgan: An Attractive Long-Term Idea For Income And Capital Gains JPMorgan Chase: Post-Earnings Weakness Is An Opportunity JPMorgan Chase raised to Hold at HSBC after Q4 results Goldman, JPMorgan, BofA boost bonus pools for bankers - report

Shares of tech titan Amazon (NASDAQ: AMZN) took a hit after the company released its fourth-quarter earnings on Feb. 5. Amazon's aggressive spending plan to boost its AI tech was likely a catalyst for the sell-off. Amazon announced capital expenditures will total about $200 billion in 2026. That's a substantial jump up from 2025's net capex of $128 billion. Wall Street is concerned the return on this invested capital won't justify the spending. But Wall Street's worries create an opportunity to buy Amazon shares on the dip. Several factors support the retailer's enormous capital outlay. Here are three of them. Continue reading

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Liudmila Chernetska/iStock via Getty Images Talisker Resources ( TSKFF ) ( TSK:CA ), founded in 1987, is a Canadian junior mining company in the ramp-up phase and owns a historically famous high-grade gold camp located in British Columbia. The company is headquartered in Toronto, Canada, and it has a market cap of ~US$260 million. I am initiating coverage with a Strong Buy rating. Talisker owns a rare, historically proven high-grade district in Bralorne that has started to produce and is now in the transition to monetization with significant short-term milestones that should allow for further derisking. Even after a ~500% rally in the last 12 months, valuation remains attractive, partly because the current resource base is largely inferred, which signals low confidence. Ongoing conversion drilling and an updated NI 43-101 document expected this year provide the condition and the catalyst needed to keep the market rerating the stock. Portfolio & Management Talisker's core asset is the Bralorne Gold Project, a district-scale land package located in southwestern British Columbia that contained various historic mines in the previous century and the currently active Mustang, an underground mine. The land covers ~14K hectares and has a mineralized trend of ~33km, which is unusual for junior exploration projects. taliskerresources.com The company bought the land from Avino Silver & Gold Mines Ltd. back in 2019, and it is the main reason Talisker has attracted capital since then. Bralorne is famous for 47 mineral occurrences/historic mines, which implies a strong pattern of mineralizing events. This is important because it means this is more about connecting the dots than starting blind. Historically (1897 to 1971), mining in Bralorne has produced a total of 4.2 million ounces of gold at an average grade of ~17.7 grams per tonne of ore (g/t), which is extremely high even for underground mines (5-8 g/t is average). Operations ended back in 1971 because costs kept rising whil...

美国零售商 塔吉特 （TGT）周四早盘小幅上扬。反对ICE的示威者敦促该公司反对明尼苏达州的移民及海关执法局行动，在全国多家门店举行静坐抗议；该零售商拒绝对此置评。塔吉特公司总部位于明尼苏达州明尼阿波利斯市，而该市正是近期ICE大规模移民执法行动的核心区域。 塔吉特是标普500成份公司，年营收超千亿美元，在明尼苏达州雇佣数万人。 责任编辑：张俊 SF065

Dragon Claws Amid market volatility, short interest in materials stocks is drawing attention, highlighting investor sentiment across steel, chemicals, and metals companies. Within the materials sector, Cleveland-Cliffs ( CLF ) has the highest short interest at 14.50%, reflecting significant investor skepticism in the steel space. The company has said its FY 2025 performance was hurt by persistently weak production levels from the automotive sector throughout the year. On the other end, ICL Group ( ICL ), operating in fertilizers and agricultural chemicals, had the lowest short interest at 0.14%. Here are the top 5 most shorted materials stocks, all with a market capitalization above $2B (as a % of shares outstanding): Cleveland-Cliffs ( CLF ) - Steel sector, short interest 14.50% MP Materials ( MP ) - Diversified metals and mining, short interest 13.75% Huntsman ( HUN ) - Diversified chemicals, short interest 11.62% Quaker Chemical ( KWR ) - Specialty chemicals, short interest 11.20% Alpha Metallurgical Resources ( AMR ) - Steel sector, short interest 10.97% And here are the l east shorted mid- to mega-cap materials stocks (as a % of shares outstanding): DRDGOLD ( DRD ) - Gold sector, short interest 0.58% Sociedad Química y Minera de Chile ( SQM ) - Specialty chemicals, short interest 0.56% Ardagh Metal Packaging ( AMBP ) - Metal, glass & plastic containers, short interest 0.55% Ternium ( TX ) - Steel sector, short interest 0.43% ICL Group ( ICL ) - Fertilizers and agricultural chemicals, short interest 0.14% Materials ETFs: ( XLB ), ( VAW ), ( IYM ), ( FXZ ), ( MXI ), ( RSPM ) More on materials sector How I Use XLB As A Leading Indicator For S&P 500 VAW: A Materials ETF With An Edge Where To Find Outperformance In 2026 SG global cycle indicator stays in boom, backs risk rally Top large-cap materials stocks with the highest consecutive years of dividend growth

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xijian/iStock via Getty Images Company Description Xylem Inc. ( XYL ) is a global water technology business, providing water transport, treatment, testing, and management solutions across more than 150 countries. The company has four reportable segments: Water Infrastructure, which serves municipalities; Applied Water, which works with commercial, residential, and industrial customers on job-specific systems; Measurement and Control Solutions, which focuses on advanced analytics and water monitoring; and lastly, Water Solutions and Services, which provides complex services and water treatment solutions. Xylem sports a current market cap of nearly $35B and employs approximately 23,000 people around the globe. As you can see from the chart below, the stock has slightly outpaced the overall market, as measured by SPY , by about 10% over the past decade. Data by YCharts Quality Financial Metrics Let's evaluate some key financial metrics for Xylem Inc. and try to determine if the company is a high-quality business. I'll be looking for a growing revenue stream, reliable margins, and a healthy return on invested capital. Xylem has grown its revenue per share over the past ten years at a clip of about 6.25% annually. There was decent growth from 2016 through 2019, before the company had a minor reset in 2020 for obvious reasons. Following the pandemic, the stock has seen steady RPS growth, including a revenue per share mark of $37 in 2025. The gross profit margin has usually hovered in the mid-to-upper thirties range, including peaking in 2017 at just north of 39%. Since that apex, the gross profit margin has oscillated a little more, with a low point in 2023 at 36.9%, but this metric has since recovered to 38.46% just last year. The return on invested capital metric has fluctuated some over the years but was typically in the mid-to-upper single digits. In 2018, it surpassed 10%, but it has since dwindled to 6.4% in 2025. I always like to see a company with an ROIC of at le...

SoftBank Group Corp. ’s digital payments provider PayPay Corp. has filed publicly for a US IPO, in what could be the biggest ever listing for a Japanese company on a US stock exchange. The firm had a profit of ¥103.3 billion ($676 million) on ¥278.5 billion revenue in the nine months ended Dec. 31, versus a profit of ¥28.96 billion on revenue of ¥220.4 billion in the same period a year earlier, according to a filing with the US Securities and Exchange Commission on Thursday. Details including the number of shares being offered and the expected offering price range will be disclosed in a future filing. SoftBank is seeking a valuation of $10 billion or more for the business in its IPO, people familiar with the matter have said . The maker of Japan’s dominant QR-code payments application disclosed in August it had filed confidentially for a US listing. PayPay was originally set up through a venture with Indian payments firm Paytm , which was formerly backed by the investing giant’s SoftBank Vision Fund. Read More: SoftBank’s PayPay Invests in Binance Japan to Expand in Crypto SoftBank has been recently working to monetize some of its assets and Vision Fund bets to finance founder Masayoshi Son ’s new investments in artificial intelligence. The company divested nearly $8 billion worth of T-Mobile US Inc. shares in 2025. For the latest news on equity capital markets activity in the US, Canada and Latin America, follow the channel or visit NI BFWECMUS . To subscribe to ECM Watch , Bloomberg’s daily roundup of news from around the region, click here . PayPay will continue to be a SoftBank subsidiary following the IPO and the Japanese conglomerate doesn’t expect the listing to have any material impact on its consolidated earnings, according to an earlier statement. The offering is being led by Goldman Sachs Group Inc., JPMorgan Chase & Co., Mizuho Financial Group and Morgan Stanley, the filing shows. The company plans to make its debut on the Nasdaq Global Select Market und...

(RTTNews) - Brookfield Corporation (BN) revealed a profit for its fourth quarter that Increased, from last year

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格隆汇2月12日｜美国银行经济学家指出，投资者对美联储与美国财政部可能达成“协同协议”的猜测正引发疑问。该行认为，此类协议“定义尚不明确”，且可能性很可能已被市场消化。“除非协议内容超越当前市场讨论范畴，否则任何新协议都难以引发实质性价格波动。”美银称，协议将主要围绕美联储缩表及美债发行展开。经济学家预计，若货币政策受到影响（该行认为可能性极低）或财政部限制长债发行（美银认为存在可能），则对市场影响更大。

West Fraser Timber ( WFG ) declares $0.32/share quarterly dividend , in line with previous. Forward yield 1.75% Payable April 2; for shareholders of record March 13; ex-div March 13. See WFG Dividend Scorecard, Yield Chart, & Dividend Growth. More on West Fraser Timber Co. Ltd. West Fraser: Quality Assets And A Strong Balance Sheet At Cycle-Low Valuation Offer Upside West Fraser Timber GAAP EPS of -$9.63 misses by $7.19, revenue of $1.17B misses by $20M West Fraser Timber Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on West Fraser Timber Co. Ltd. Historical earnings data for West Fraser Timber Co. Ltd.

Oil Production and Financial Chart bymuratdeniz/iStock via Getty Images The State Street Energy Sector Select ETF ( XLE ) is a fund whose time has come. After nearly a decade out of favor—interrupted by one bull run in 2022—oil is finally showing signs of stabilizing and even rising, and the big oil majors are rising right along with it. After a brief period of hiking oil output , OPEC is now staying put, while generative AI is consuming ever-rising amounts of energy. Despite the rise of renewables, oil demand has been slowly increasing with time, and now, energy-intensive AI applications are providing a totally new source of demand for coal and natural gas. It all points to a healthy market for petrochemicals for some time in the future. All of this is very bullish for XLE over the long term. Although oil is cyclical and vulnerable to recessions, the secular forces in play argue for continued demand growth until about 2050 . Supply, while being strong at the moment, is expected to grow at a slower pace from 2027 onward. Again, this fact set argues for long-term strength despite potential soft pricing in 2026. One factor that could help energy stocks in the decades ahead is generative artificial intelligence [AI]. The MIT Technology Review cited studies that claimed 4.4% of the energy used in the U.S. last year went to data centers, and data center usage is expected to rise in the decade ahead, driven largely by AI. While the big tech companies are publicly claiming that they are committed to using clean energy in their data centers, it’s a fact that many of them still run on fossil fuels, through both local electric grids and their own supplies . That’s not to say that high oil prices are absolutely required for XLE to perform well. The ETF does have some midstream companies, which tend to lock in stable baseline fees over periods of decades—occasionally with incentive fees for when oil prices are high. These companies don’t “need” high oil prices to remain profita...

格隆汇2月12日｜美、布两油短线走低，布伦特原油向下触及68美元/桶，WTI原油现跌1.9%。

President Trump may not see the Dow double in the next three years, but his ability to move the markets with his comments and actions shouldn't be discounted.

Key PointsPresident Trump made the bold claim on Truth Social that the Dow would double by the time he leaves office.

US businesses and consumers paid nearly 90 percent of the cost of Donald Trump’s tariffs last year, according to new Federal Reserve research that undercuts the president’s claim that foreign companies would bear the burden. The study by the New York Fed found that the majority of tariff costs were passed through to Americans in the first 11 months of 2025, although exporters shouldered an increasing amount as the year progressed. “Our results show that the bulk of the tariff incidence continues to fall on US firms and consumers,” the study’s authors wrote in a blog post on Thursday. Read full article Comments

McDonald’s Corp.’s US sales grew at the fastest pace in more than two years in the fourth quarter as value meals continued to resonate with cost-conscious diners. Redd Brown has more on "Bloomberg Open Interest." (Source: Bloomberg)