Key Points Restaurant stocks took a hit in 2025, dragging down both good performers and bad. Toast continued its consistent revenue and profit growth while its stock was stuck in neutral. 10 stocks we like better than Toast › Last year was a tough one for restaurant stock investors. Rising costs, intense competition, and changing consumer behavior crushed many high-profile restaurant chains. The fast-casual industry was hit particularly hard as low-income consumers reined in spending. This paradigm has created opportunities for eagle-eyed investors with a long-term outlook. One such opportunity is Toast (NYSE: TOST), the digital platform and operating system for restaurants. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Running a restaurant is notoriously difficult, made even more challenging by the hodgepodge of computer systems required to run an eatery. That's where Toast comes in. The company offers a large and growing suite of tools designed specifically for the industry, taking the digital complexity out of running a restaurant. Many users start out with the company's point-of-sale system and gradually add modules to handle inventory management, online ordering and delivery, employee scheduling, marketing, and more. Despite the industrywide downturn last year, Toast continued to generate impressive growth. Third-quarter revenue grew 25% to $1.6 billion, while diluted earnings per share (EPS) of $0.16 surged 128%. The results were fueled by its annualized recurring revenue (ARR) run rate, which increased 30% to $2 billion, while total locations jumped 23% to 156,000. Toast also continued its track record of impressive customer wins, with TGI Fridays being the latest large-scale operator to join its ranks. The company also announced multi-year strategic partnerships with Uber and Instacart, further expanding its empire. Despite the company'...

Key Points Over the past three years, healthcare has been among the worst-performing sectors. 2026's market rotation away from tech is bringing new life to more defensive areas of the market. Healthcare offers one of the best combinations of balance sheet quality and strong cash flows. 10 stocks we like better than Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF › When it comes to discussing the best ETFs to buy in 2026, the discussion usually starts with tech and artificial intelligence (AI). Healthcare hasn't gotten a lot of attention lately because nobody has been interested in defensive sectors, this sector has been lagging the S&P 500 (SNPINDEX: ^GSPC) by a wide margin, and the macro environment has some challenges. But we've seen some of that change in 2026. The pullback in tech stocks has allowed for previously unloved areas of the market to emerge. As of Feb. 5, healthcare, utilities, and consumer staples are all outperforming the S&P 500 year to date. As questions remain about the outlook of the U.S. economy, defensive sectors may have a sustainable opportunity to lead again. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » As the momentum for healthcare stocks builds, I like four different ways in particular to play it. Whether you choose the broad or more targeted option, each of these has the potential to take advantage of the sector's newfound optimism. 1. State Street Health Care Select Sector SPDR ETF The State Street Health Care Select Sector SPDR ETF (NYSEMKT: XLV) would be the plain-vanilla way to invest in the entire sector. It tracks the performance of the Health Care Select Sector Index and provides exposure to companies involved in pharmaceuticals, healthcare equipment, healthcare providers, and other industries. This fund offers meaningful exposure ...

格隆汇2月11日｜据Politico，英国同意为乌克兰购买美国武器。

Bit Origin ( NASDAQ: BTOG ) said on Wednesday that Nasdaq notified the company on Feb. 9, 2026, that it has regained compliance with the minimum bid price requirement under Listing Rule 5550(a)(2). More on China Xiangtai Food Seeking Alpha’s Quant Rating on China Xiangtai Food Financial information for China Xiangtai Food

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JHVEPhoto Micron ( MU ) shares jumped more than 8% in early trading on Wednesday after Morgan Stanley upped its estimates and price target on the memory maker, citing the continued supply shortages. “As much as happened in the last 12 months in DRAM, we remain excited for what's ahead,” analyst Joseph Moore wrote in a note to clients. “With another round of significant price increases coming in Q1 and still indications that supply growth in 2026 will do little to alleviate the intense shortage we expect further pricing increases through this year. DDR5 spot pricing is up another 30% YTD and currently 130% above [the] Jan. contract (up 86% from Dec.). Meaning that mainstream pricing can double again and still be >10% below spot - and spot is still going up. Further we have confidence that mainstream prices may approach that high teens ASP per GB level, as we are seeing buyers who were not early to lock in pricing paying close to that much already.” Moore reiterated his Overweight rating on Micron and raised his price target to $450 from $350. Delving deeper, Moore believes Micron could earn as much as $52 per share in 2026, due in large part to high-bandwidth memory and Nvidia's ( NVDA ) insatiable demand for it. “HBM is certainly a key part of the story here, and a market that needs to continue to be healthy to justify the 'higher highs, higher lows' thinking investors are willing to pay higher multiples for,” Moore added. “But at this point DDR5 pricing has come up to the point where [as] a much more attractive market right now, and so while there continues to be concerns on Micron's status for HBM4 we don’t expect any negative earnings impacts.” Regarding the recent dip in the stock, Moore said it's been “difficult” to see what has spurred the recent concerns, though he expects Sk hynix ( HXSC.F ) will get the majority of Nvidia's early Rubin volume; and if Micron has any unforeseen issues ramping up its HBM4 products, HBM3e is still the majority of the market. Mo...

JHVEPhoto Micron ( MU ) shares jumped more than 8% in early trading on Wednesday after Morgan Stanley upped its estimates and price target on the memory maker, citing the continued supply shortages. “As much as happened in the last 12 months in DRAM, we remain excited for what's ahead,” analyst Joseph Moore wrote in a note to clients. “With another round of significant price increases coming in Q1 and still indications that supply growth in 2026 will do little to alleviate the intense shortage we expect further pricing increases through this year. DDR5 spot pricing is up another 30% YTD and currently 130% above [the] Jan. contract (up 86% from Dec.). Meaning that mainstream pricing can double again and still be >10% below spot - and spot is still going up. Further we have confidence that mainstream prices may approach that high teens ASP per GB level, as we are seeing buyers who were not early to lock in pricing paying close to that much already.” Moore reiterated his Overweight rating on Micron and raised his price target to $450 from $350. Delving deeper, Moore believes Micron could earn as much as $52 per share in 2026, due in large part to high-bandwidth memory and Nvidia's ( NVDA ) insatiable demand for it. “HBM is certainly a key part of the story here, and a market that needs to continue to be healthy to justify the 'higher highs, higher lows' thinking investors are willing to pay higher multiples for,” Moore added. “But at this point DDR5 pricing has come up to the point where [as] a much more attractive market right now, and so while there continues to be concerns on Micron's status for HBM4 we don’t expect any negative earnings impacts.” Regarding the recent dip in the stock, Moore said it's been “difficult” to see what has spurred the recent concerns, though he expects Sk hynix ( HXSC.F ) will get the majority of Nvidia's early Rubin volume; and if Micron has any unforeseen issues ramping up its HBM4 products, HBM3e is still the majority of the market. Mo...

Jian Fan/iStock via Getty Images Since I last reported on Precigen ( PGEN ) in early July, the stock is up 185%. A lot has transpired: the company received FDA approval for its lead asset for Recurrent Respiratory Papillomatosis (RRP). The nod for PAPZIMEOS came in mid-August, two weeks earlier than expected. The autumn earnings call also impressed due to the immediate commercial traction, with revenues of $2.92 million beating by $2.42 million for the 3Q ending Sept. 30th. More recently, company has touted its rapid US launch, with 200 patients registered directly at its hub. The institutional groundwork looks impressive: the drug is now available through Medicare and Medicaid and private insurers covering 170 million. It is looking at regulatory expansion in Europe and a pediatric study in the US. Precigen expects to be cash flow “breakeven” in 2026 and has stated that its existing $123 million in cash will be enough to fund the operations needed to get there. An auspicious start, overall. Last summer I said it was of existential consequence for Precigen to get this approval. It would keep it solvent, validate its AdenoVerse platform, and set the stage for a future of “ multi-platform success .” Now it's in the proverbial cat bird’s seat with the first and only drug for a very tough disease. PGEN earnings are expected on March 19 th . In the report below, I will review in greater detail the new operational developments at the firm, its financial trajectory, as well as the ticker's technical set up going into the management call. The Company and its Platforms Headquartered in Germantown, Maryland, Precigen is a clinical-stage biotech that advances therapies focused on infectious diseases and autoimmune disorders. The company was called Intrexon for twenty years, until it decided drill down on drug discovery in 2019 and spin off its non-healthcare segments. Since then, it has worked on two therapeutic platforms—AdenoVerse Immunotherapy and UltraCAR-T-- though it is ...

乌克兰总统泽连斯基表示，如果俄罗斯方面同意，新一轮的和平谈判可能于下周二或周三(2月17日或18日)在美国举行。(央视新闻) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

Dragos Condrea/iStock via Getty Images Thesis: Surveillance is my long-term 2026 pick As you know, the surveillance and general Earth‑observation industry is experiencing some pretty powerful tailwinds in 2026. Now, this is mainly due to two things: escalating geopolitical tensions and broad military modernisation efforts. So in recent times, we're seeing a lot of small cap defense player get a lot of stock momentum. This is true for AI defence systems, drones, rockets and even surveillance. There’s clearly a structural demand for rapid, actionable intelligence, and I feel that there are two names that, in the long run, should dominate this space. BlackSky ( BKSY ) and Planet Labs ( PL ) are rather uniquely positioned to catch these tailwinds. We’re seeing governments and defence agencies are increasingly investing in satellite‑based reconnaissance as a pretty important component of national security. For instance, the global military satellite market is projected to fall in the range of $36 billion in 2025 and expand toward the $58 billion mark by 2030 at a roughly 10 % CAGR. In general, there's a heightened defence spending trend and space asset deployment worldwide. But unlike other defence products such as specific weapons or drones, the satellite surveillance space has far more applications outside of defense as we will see. The broader satellite reconnaissance services, which would include high‑resolution optical and radar imaging, are expected to grow from about $16.5 billion in 2025 to a hefty $18.5 billion figure in 2026, driven mainly by growing intelligence requirements and the stickiness of getting real‑time imaging as a product package. As I mentioned, the two major demand drivers are military modernisation and geopolitical friction. Quite a few nations, from NATO members to Asia‑Pacific powers, are expanding sovereign capabilities. Each wants some kind of high‑frequency imaging/analytics services, and it’s a bonus if they come with autonomous monitorin...

记者走访北京地区多家银行网点发现，随着监管趋严和存款利率下行，多数银行已经减少了传统的“存款送礼”活动，一方面通过激励机制“积分化”满足合规要求，另一方面则淡化“揽储”概念，转而强调资产提升。而那些搬出实物礼品的银行网点，人流量似乎并未发生明显变化。 “开门红”一般在每年的一季度，是银行抢占市场份额、提升业绩的关键时期。多位银行人士对记者表示，相较于前几年，今年的“开门红”气氛不浓，一方面是因为严监管和经营压力下银行“卷不动”了，另一方面则反映了当前银行缺负债紧迫性不强，AUM（资产管理规模）提升战略将成主流。（第一财经）

China’s premier hacking competition recently returned with greater government involvement than ever before and a focus on using artificial intelligence to identify vulnerabilities, according to new research. The Tianfu Cup, held in the city of Chengdu in China’s Sichuan Province, is an event where Chinese hackers and cybersecurity companies focus on discovering and demonstrating software vulnerabilities in computer systems or applications. The competition has not been held since 2023 and was previously organized by leading Chinese cybersecurity and technology companies, such as Alibaba Group Holding Ltd. and Huawei Technologies Co. Entities tied to China’s Ministry of Public Security, a domestic police agency, appear to have organized this year’s contest in late January, according to research published on Wednesday by Natto Thoughts , a group of experts on cybersecurity in China. “We already know that China has been centralizing control over vulnerability research and reporting — this Tianfu Cup edition represents a further step in that direction,” said Eugenio Benincasa, the author of the research and an expert on Chinese cyberattacks at ETH Zurich’s Center for Security Studies. MPS’s leadership of the event, Benincasa said, points to a system increasingly orientated toward vulnerability retention and state control. That means vulnerabilities are more likely to be channeled into cyber operations than disclosed to vendors, ultimately bolstering China’s hacking prowess on the global stage. Secrecy shrouded this year’s event: The website for the contest was inaccessible outside of China and after the contest ended, it was taken offline entirely. Benincasa was able to view the site before it was taken down, and some contest participants disclosed details that offered a glimpse inside. The competition included a focus on finding vulnerabilities in a variety of platforms, including mobile devices, operating systems, web browsers, cloud and security products, email server...

Displaced Palestinians, protests and the pope: photos of the day – Wednesday Gaza City Displaced Palestinians continue to live for a third consecutive year in makeshift tents along the seashore west of Gaza City after their homes were destroyed during military operations and they were prevented from returning to their neighbourhoods. Residents face acute shortages of basic services, including adequate shelter, safe drinking water and electricity, while tents remain exposed to harsh weather conditions, worsening daily living hardships. There are no clear signs of lasting solutions or improvements in humanitarian conditions. Photograph: Abdul Rahman Abu Salama/SIPA/Shutterstock

Yeti designs premium coolers and drinkware for outdoor enthusiasts, leveraging a multi-channel strategy to reach a broad consumer base. What happened According to a Securities and Exchange Commission (SEC) filing dated Feb. 10, 2026, Reinhart Partners, LLC. increased its position in Yeti by 373,641 shares during the fourth quarter of 2025. The estimated value of the additional shares acquired was $14.37 million, based on the average quarterly closing price. At quarter-end, the total Yeti position was valued at $134.08 million, up approximately $45.76 million from the prior period, reflecting both trading and price movement effects. What else to know After this buy, Yeti accounted for approximately 4.02% of 13F reportable AUM at the end of December 2025. Top holdings after the filing, other than Yeti: UNK: FCNCA: $167 million (approximately 5.0% of AUM) NASDAQ: SIMO: $145.9 million (approximately 4.4% of AUM) NASDAQ: IDCC: $133 million (approximately 4.0% of AUM) NASDAQ: ACLS: $127.7 million (approximately 3.8% of AUM) NASDAQ: SKWD: $123.5 million (approximately 3.7% of AUM) Company overview Metric Value Market capitalization $3.66 billion Revenue (TTM) $1.83 billion Net income (TTM) $160.31 million Price (as of market close February 10, 2026) $47.06 Company snapshot Yeti offers hard and soft coolers, drinkware, bags, outdoor living gear, and accessories primarily under the YETI and Rambler brands. The company generates revenue through direct-to-consumer e-commerce, independent retailers, and international distribution channels. It targets outdoor enthusiasts, recreation consumers, and specialty retail shoppers in the United States and select international markets. Yeti designs premium coolers and drinkware for outdoor enthusiasts, leveraging a multi-channel strategy to reach a broad consumer base. The company is a leading designer and distributor of premium outdoor products, focusing on durable coolers and innovative drinkware. Its consistent growth reflects strong ...

格隆汇2月11日｜美泰(MAT.US)暴跌达29%，创1999年以来最大盘中跌幅。

北京时间2月11日晚，美股周三高开。推迟发布的1月非农就业报告显示非农就业人数增加13万人，远超预期，失业率降至4.3%。该数据表明经济基础仍保持稳健，为投资者带来些许乐观情绪。 道指涨55.01点，涨幅为0.11%，报50243.15点；纳指涨197.08点，涨幅为0.85%，报23299.56点；标普500指数涨34.67点，涨幅为0.50%，报6976.48点。 美国劳工统计局周三上午发布了1月非农就业报告。该数据因2月3日结束的联邦政府部分停摆而被推迟发布。 数据显示美国1月非农就业人数增加13万人，远超预期。由于美国雇主1月新增13万个就业岗位，远高于预期，美国股指期货上涨。美国劳工部称，失业率降至4.3%。 道琼斯 调查显示，经济学家上月平均预期新增就业岗位为5.5万个。 此前经济学家预计，最新就业报告将显示1月就业几乎没有增长。道琼斯调查显示，市场普遍预期新增就业5.5万人，而12月为新增5万人。经济学家还预计失业率将落在4.4%。此外，交易员还将关注劳工统计局的一系列修正数据，这可能为美国就业市场和经济状况提供线索。 非农就业报告缓解了由周二弱于预期的消费者数据引发的市场负面情绪。周二的数据显示12月消费者支出环比持平，低于道琼斯调查经济学家预期的0.4%月度增幅。 受益于经济加速的股票普遍上涨。 卡特彼勒 、GE Vernova和伊顿等公司股价走高。 KKM Financial首席执行官Jeff Kilburg表示：“交易员此前对数据大幅不及预期非常焦虑，好于预期的数据让多头得以重启上攻行情，继续追逐标普500指数历史新高。” 周二美股收盘涨跌不一。道指再创历史新高。因市场对人工智能冲击金融业的担忧持续施压，标普500指数下跌0.3%。科技平台Altruist推出新型AI税务规划工具后，多家金融服务公司股价走低。 纳斯达克 综合指数下跌约0.6%。 除就业报告外，本周还将公布其他可能影响市场的经济数据。作为衡量通胀的关键指标，消费者价格指数预计周五出炉。 责任编辑：张俊 SF065

格隆汇2月11日｜美国1月非农就业数据远超预期，机构预计若CPI数据若意外走高或使美联储转鹰。美股三大指数集体高开，纳指涨0.76%，标普500指数涨0.62%，道指涨0.47%。 Cloudflare涨11.7%，AI助推云需求，Q4业绩表现强劲，今年营收指引超预期。 Lyft跌13.1%，Q4营收及乘车数据均逊于预期，首季盈利指引疲软。 卡夫亨氏跌4.6%，今年盈利指引逊于预期，意外公布暂停拆分计划。 Moderna跌11.7%，美国FDA拒绝对其试验性流感疫苗mRNA-1010展开审查程序。 (格隆汇)

Micron Technology price target raised to $450 from $350 at Morgan Stanley Investing.com

AstraZeneca ( AZN ) on Wednesday said it has awarded $3.4 million to 47 nonprofit organizations across the United States through its Accelerate Change Together [ACT] on Health Equity initiative. The funding will support programs focused on healthcare access, nutrition, lung health and reducing barriers linked to preventable conditions. The company said its total contributions under the initiative now exceed $18 million. As part of the 2025 Community Solutions Challenge, 37 nonprofits will each receive $30,000, totaling $1.11 million, to fund regional and community-based programs addressing issues such as food insecurity, nutritional education, and access to care for people affected by asthma, COPD, and lung cancer. In addition, $2.3 million will be distributed to 10 organizations under the 2025 National Strategic Collaborations program. These grants support initiatives related to lung disease, lung and breast cancer, and cardiology, and aim to address barriers affecting underserved populations. AZN +3.29% premarket to $199.77. Source: Press Release More on AstraZeneca PLC AstraZeneca: Q4 Earnings Analysis - Ticks The Boxes, Upgrading To Buy AstraZeneca PLC (AZN) Q4 2025 Earnings Call Transcript AstraZeneca PLC 2025 Q4 - Results - Earnings Call Presentation Market Voices: Paramount-WBD bid, Holtec IPO, AstraZeneca AstraZeneca rises as cancer drugs power Q4 beat

In this video, I will cover Pagaya's (NASDAQ: PGY) recent earnings report, why the stock crashed, and go over the recent updates regarding Microsoft and Reddit. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of Feb. 9, 2026. The video was published on Feb. 9, 2026. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Should you buy stock in Pagaya Technologies right now? Before you buy stock in Pagaya Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Pagaya Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $443,353!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,155,789!* Now, it’s worth noting Stock Advisor’s total average return is 920% — a market-crushing outperformance compared to 196% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of February 11, 2026. Neil Rozenbaum has positions in Pagaya Technologies. The Motley Fool has positions in and recommends Microsoft. The Motley Fool recommends Pagaya Technologies and Reddit. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions...

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“Big Short” investor Michael Burry issued a warning Monday about Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) planning to issue 100-year bonds, drawing parallels to Motorola Solutions Inc.‘s (NYSE:MSI) downfall following a similar move in 1997. Burry Draws Motorola Comparison Writing on X Monday, Burry stated, “Alphabet looking to issue a 100-year bond. Last time this happened was Motorola in 1997, which was the last year Motorola was considered a big deal.” He elaborated on Motorola’s decline, noting that at the start of 1997, Motorola was among the top 25 companies in both market cap and revenue in America. At that time, Motorola’s brand was the most valuable in the U.S., surpassing Microsoft Corp (NASDAQ:MSFT). Don't Miss: The AI Marketing Platform Backed by Insiders from Google, Meta, and Amazon — Invest at $0.85/Share This investment firm leverages expert insights and a $1.85 billion track record to help accredited investors capitalize on 2026 multifamily market trends—read the full forecast now. Burry noted that in 1998, Nokia Oyj (NYSE:NOK) overtook Motorola in the cell phone market, and after the launch of Apple Inc.‘s (NASDAQ:AAPL) iPhone, Motorola faded from the consumer spotlight. Today, Motorola ranks as the 232nd largest company by market cap, with only $11 billion in sales. Alphabet looking to issue a 100-year bond. Last time this happened was Motorola in 1997, which was the last year Motorola was considered a big deal. At the start of 1997, Motorola was a top 25 market cap and top 25 revenue corporation in America. Never again. The Motorola… pic.twitter.com/BuzrpPQj4u Alphabet’s Bond Sale Details Multiple media outlets have reported that Alphabet is issuing 100-year debt as part of a significant bond sale. The Google parent plans to offer debt in dollars, British pounds, and Swiss francs with varying maturities. See Also: Blue-chip art has historically outpaced the S&P 500 since 1995, and fractional investing is now opening this institutional asset clas...

格隆汇2月11日｜据界面，智谱AI正式上线并开源GLM-5。海光DCU同步完成对GLM-5的Day0适配与联合精调，充分依托自研AI软件栈与开放生态能力，率先为全球开发者、企业用户提供即取即用的部署方案，助力GLM-5核心能力快速落地。

New York, February 11, 2026, 08:34 EST — Premarket Microsoft shares were little changed before the open after a fresh analyst downgrade. Wall Street focus stays on AI data-center spending and what it does to cash generation. Investors also have the U.S. January jobs report on their screens later Wednesday. Microsoft Corporation shares edged down 0.1% in premarket trading on Wednesday to $413.27, keeping the stock pinned near recent lows as investors weigh new caution from Wall Street over the company’s AI-related spending. Melius Research cut Microsoft to “hold” from “buy” and set a $430 price target, pointing to higher AI capital spending and the risk to cash flow, according to a Nasdaq.com report and Investing.com. Stifel analyst Brad Reback, who also downgraded the stock, said it was “time for a break,” the report said. (Nasdaq) The drift in Microsoft came as U.S. stock futures inched higher ahead of the government’s January jobs report, a release that can swing expectations for Federal Reserve policy and, by extension, tech valuations. (AP News) For Microsoft, the argument is messy and immediate: big checks for data centers and AI chips, then a wait for revenue to catch up. That timing gap is what downgrades keep circling. On its January 28 earnings call, finance chief Amy Hood said capital expenditures were $37.5 billion, with roughly two-thirds tied to short-lived assets such as GPUs and CPUs used for AI computing. “Our customer demand continues to exceed our supply,” Hood said, and free cash flow — the cash left after capital spending — was $5.9 billion, down sequentially as cash capex rose. Chief executive Satya Nadella told investors to “think about M365 Copilot” alongside Azure when judging returns on that buildout. (Microsoft) That pitch has not stopped the core question: how much of the new capacity turns into paying cloud work, and how much gets absorbed by Microsoft’s own AI products while margins get squeezed. The stock’s sensitivity to the issue was ...

美股三大指数集体高开，标普500指数涨0.63%，道指涨0.41%，纳指涨0.77%。大型科技股方面，英伟达涨1.83%，超威半导体涨1.16%。中概股方面，哔哩哔哩涨3.65%，理想汽车涨1.67%，蔚来涨1.61%，京东跌1.34%，网易跌1.55%，阿里巴巴跌1.58%。

受美伊谈判走向不明朗的影响，油价在早盘交易中上涨。布伦特原油上涨1.1%，至每桶69.58美元；WTI原油上涨0.8%，至每桶63.96美元。 荷兰国际 集团（ING）分析师表示：“地缘政治局势继续主导油价走势。”尽管供应风险依然笼罩市场，但大多数分析师认为，美国对伊朗发动袭击导致局势大幅升级并造成霍尔木兹海峡石油运输中断的可能性极低。交易员们目前正等待周三晚些时候公布的美国原油库存数据和欧佩克月度石油市场报告。 责任编辑：何云

财联社2月11日讯（编辑 牛占林） 美东时间周三，美国劳工统计局公布的数据显示，美国1月非农就业人数录得13万人，大幅好于市场预期，为此前就业增长疲弱的一年画上阶段性句号，也为新一年开局注入更强动能，一定程度缓解了外界对劳动力市场放缓的担忧，支持美联储维持利率不变的政策路径。 具体数据显示，经季节性调整后，美国1月非农新增就业岗位13万个，远超市场预期的5.5万人，前值(12月份)被小幅下修至4.8万人。 美国1月失业率录得4.3%，略低于市场预期的4.4%，创2025年8月以来新低。 数据公布后，现货黄金短线跳水近40美元，美元指数短线急升50点，非美货币普遍跳水，美国国债收益率也显著走高。 据CME利率观察工具：美联储到3月降息25个基点的概率为6.0%(公布前为21.7%)，维持利率不变的概率为94.0%(公布前为78.3%)。 这份报告整体数据仍显示劳动力市场处于“低增长模式”，但裁员规模尚未出现明显扩大，仅呈现零星上升迹象。 除当月数据外，美国劳工统计局还公布了截至2025年3月前一年的最终基准修正数据。经季节调整后，截至2025年3月的12个月期间非农就业总人数向下修正89.8万人，这一修正幅度略低于去年9月初步估算的91.1万人，但基本符合华尔街预期。 此前市场对本次报告预期较为谨慎，原因在于近期多项数据显示私营部门就业增长放缓、企业公布裁员计划以及职位空缺数量下降。甚至包括白宫官员在内的政策制定者，如国家经济委员会主任凯文·哈塞特，也曾公开为市场预期“降温”。 美联储在1月底召开的最近一次议息会议上决定维持利率不变，此前已连续三次降息。美联储主席鲍威尔表示，经济增长更为强劲，同时劳动力市场出现初步企稳迹象。1月份的通胀数据将于本周五公布。 过去数月，美国就业市场呈现出一种“冻结式”状态：企业并未大规模裁员，但也普遍放缓新增招聘。这种格局使应届毕业生更难进入职场，也让不少失业者陷入漫长且收效甚微的求职过程。 不过，近期也出现了一些引人注目的裁员案例。为消化疫情期间的过度扩张，亚马逊和UPS上月均宣布了大规模裁员计划。 企业招聘意愿受多重因素制约。成本上升，以及围绕特朗普关税政策频繁调整所带来的不确定性，使企业在新增用工方面保持谨慎。一些企业正在评估人工智能是否可以承担更多工作职责，因此暂缓扩张员工规模。与此同时，白宫推动的驱逐非法移民行动，也使部分行业...

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财联社2月11日讯（编辑 赵昊） 美国核聚变能源初创企业Inertia Enterprises在最新一轮融资中筹集了4.5亿美元资金，该公司声称这笔资金将被用于开发激光聚变发电厂。 Inertia的A轮融资由Bessemer Venture Partners领投，参与方有Threshold Ventures、Long Journey Ventures以及Alphabet旗下的投资部门GV（原Google Ventures）。 Inertia预计于2030年启动商业化核电站建设。公司还计划建设一座激光器制造设施，以及一条生产线，供应由特殊材料制成的微型燃料颗粒。通过激光轰击，这些颗粒将能触发聚变反应。 分析认为，最新的融资案反映出市场对核聚变的兴趣正在升温。根据美国核聚变产业协会去年7月发布的报告，截至去年年中，该行业累计已吸引超过97亿美元投资。 在此之后，大额融资仍在持续涌现。去年8月，Commonwealth Fusion Systems宣布完成8.63亿美元融资。 需要指出的是，虽然核聚变被视为几乎取之不尽的清洁能源来源，但这项技术也面临严峻的工程和物理挑战，目前尚无任何企业证明能够实现可行的商业化系统。 据了解，Inertia成立于去年8月，总部位于加州旧金山，致力于“激光聚变”这项技术商业化。 当时的新闻稿称，公司与劳伦斯利弗莫尔国家实验室（LLNL）建立了实质性的多方面合作关系，包括签署研究协议，以推进低成本、大规模生产靶材的设计和制造。 核聚变发电主要有两条技术路线，上文提到的Commonwealth是磁约束路线的领先者之一，该技术采用强磁场约束等离子体的方法把核聚变反应物质控制在“磁笼子”里面。 而Inertia选择的是另一条路径——“激光惯性约束”，采用激光作为驱动器压缩氘氚燃料靶丸，在高密度燃料等离子体的惯性约束时间内实现核聚变点火燃烧。 财联社报道提到过，LLNL的试验证实了“激光惯性约束”这一路径的可行性。2022年，LLNL实现了首次可控核聚变实验， 实验中产生的能量多于用于驱动核聚变的激光能量。 当时，美国能源部将这次点火“成功”视为通向聚变商业发电的里程碑式技术突破。2023年7月，LLNL的实验不仅第二次复现了净能量增益，还获得更高的净能量。 Bessemer Ventures合伙人Byron Deeter表示，Inertia的技术路...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Let's take a look at what these Wall Street heavyweights have to say about Micron (MU) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. Micron currently has an average brokerage recommendation (ABR) of 1.28, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 43 brokerage firms. An ABR of 1.28 approximates between Strong Buy and Buy. Of the 43 recommendations that derive the current ABR, 34 are Strong Buy and six are Buy. Strong Buy and Buy respectively account for 79.1% and 14% of all recommendations. Brokerage Recommendation Trends for MU Broker Rating Breakdown Chart for MU Check price target & stock forecast for Micron here>>> The ABR suggests buying Micron, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation. Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations. In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement. Zacks Rank, our proprietary stock rating ...