Shares of US brokerages fall as AI worries extend to financials Reuters

AppLovin ( APP ) is poised to post a strong fourth-quarter print with EPS seen growing by 77.5% as it is due to report results on February 11 after the closing bell. The consensus EPS Estimate is $3.07 , while analysts project a revenue of $1.61B, representing a 17.5% rise. Over the last 3 months, EPS estimates have seen no upward revisions and 1 downward move, and revenue estimates have seen 6 upward revisions and 2 downward moves. However, Seeking Alpha analyst Dair Sansyzbayev noted that the material Y/Y revenue growth is much higher given that the company divested its App segment a few quarters ago. Compared to the Q4 2024 advertising revenue of $999 million, the Q4 2025 projection translated to a Y/Y revenue growth of 61%. The company is highly likely to deliver another dual beat, the analyst added. Over the last 2 years, APP has beaten EPS estimates 25% of the time and has beaten revenue estimates 100% of the time. “…APP's Q4 guidance did not include the effect of the self-service platform, which was launched in October and demonstrated impressive early week-over-week growth. Since the self-service tool allowed the company to eliminate one of the key bottlenecks for customers, which I explained in detail in my previous article, the positive effect on earnings should be notable,” Sansyzbayev said. Meanwhile, analysts at Evercore believe Q4 results will reflect strong e-commerce momentum and sustained gaming strength. Following the discontinuation of the Array carrier downloads business in October, they expect Q4 results to help undermine a central pillar of the bear case. AppLovin's expansion into e-commerce should add a massive TAM layer, allowing it to sustain revenue and EBITDA CAGRs of 30%+ from 2025 to 2028, they added. In the past month, the stock has corrected ~50%, which some analysts believe provides an attractive entry point for investors. APP has lost nearly 31% in the year so far compared to about 2% rise in the broader market. More on AppLovin AppL...

Norway’s army chief has said Oslo cannot exclude the possibility of a future Russian invasion of the country, suggesting Moscow could move on Norway to protect its nuclear assets stationed in the far north. “We don’t exclude a land grab from Russia as part of their plan to protect their own nuclear capabilities, which is the only thing they have left that actually threatens the United States,” said Gen Eirik Kristoffersen, Norway’s chief of defence. He conceded that Russia does not have conquest goals in Norway in the same way as it has in Ukraine or other former Soviet territories, but said much of Russia’s nuclear arsenal is located on the Kola peninsula, a short distance from the Norwegian border, including nuclear submarines, land-based missiles and nuclear-capable aircraft. These would be crucial if Russia came into conflict with Nato elsewhere. “We don’t take that off the table, because it’s still an option for Russia to do that in order to make sure that their nuclear capabilities, their second strike capabilities are protected. That’s sort of the scenario in the high north that we plan for,” he said. In a wide-ranging interview with the Guardian, Kristoffersen was also sharply critical of recent comments by Donald Trump on Greenland, as well as of the US president’s “unacceptable” claims that allied countries had not served in frontline positions in Afghanistan, while US troops had done the bulk of the fighting. “It didn’t make sense what he said and I know that all my American friends from Afghanistan know that,” said Kristoffersen, a career army officer who served several tours in Afghanistan. “We were definitely in the frontline. We did all the full spectrum of missions, from arresting Taliban leaders to training Afghans to doing surveillance. We lost 10 Norwegians. I lost friends there. So we all felt it doesn’t make sense,” he said. “At the same time, I felt that this is President Trump. I never saw him in Afghanistan. He doesn’t know what he’s talking ...

wildpixel/iStock via Getty Images Total household debt increased by $191B to reach $18.8T in the fourth quarter of 2025, while consumer delinquencies climbed to their highest level in almost a decade, according to the Federal Reserve Bank of New York’s latest Quarterly Report on Household Debt and Credit. Aggregate delinquency rates worsened in the fourth quarter of 2025 with 4.8% of outstanding debt now in some stage of delinquency—0.3 percentage points higher than the previous quarter. The housing market continues to drive debt growth, with mortgage balances growing by $98B to total $13.17T at the end of December, the New York Fed reported . In addition, home equity lines of credit saw their 15th consecutive quarterly increase, rising by $12B to $433B, continuing an expansion that began in 2022. Also, approximately 58,000 individuals had new foreclosure notations added to their credit reports, an increase from the previous quarter. Consumer credit also expanded significantly in the fourth quarter. Credit card balances increased by $44B during Q4 and now total $1.28T outstanding, up 5.5% since last year. Auto loan balances increased by $12B to $1.67T, though new auto loan originations saw a small dip from the previous quarter, according to the Federal Reserve Bank of New York. The student loan sector faced particular challenges. Outstanding student loan debt stood at $1.66T, with delinquency rate remaining elevated at 9.6% of balances of more than 90 days delinquent, “reflecting continued effects from the resumption of payment reporting following the extended pandemic forbearance period.” Approximately one million borrowers who were more than 120 days past due had their loans transferred to the Department of Education’s Default Resolution Group. Percent of balance 90+ days delinquent (FRBNY Consumer Credit Panel/Equifax) Moreover, new lending activity showed mixed signals. There was $524B in newly originated mortgage debt in the fourth quarter, a slight uptick from...

Source: Bloomberg, 43:59

去年第四季度，美国从抵押贷款到信用卡在内的各类贷款拖欠率升至家庭未偿债务总额的4.8%，为2017年以来最高水平，主要受低收入群体和年轻借款人违约增加推动。 纽约联储周二发布的《家庭债务与信贷季度报告》显示，尽管处于某种违约阶段的贷款整体占比接近疫情前的平均水平，但最低收入群体拖欠率的上升进一步印证了美国经济日益分化的趋势。 纽约联储研究人员称，违约率上升主要由按揭还款拖欠所致，且在低收入地区尤为明显。研究人员还表示，学生贷款逾期激增也对整体违约上升形成拖累。 “随着家庭债务水平温和增长，抵押贷款拖欠率继续上升，”纽约联储经济研究顾问Wilbert van der Klaauw在随数据发布的新闻稿中表示。“抵押贷款拖欠率接近历史正常水平，但恶化主要集中在低收入地区以及房价下跌的区域。” 报告显示，美国家庭总债务较前一季度增长1%，至18.8万亿美元。至少逾期90天的信用卡贷款占比升至12.7%，为2011年第一季度以来最高；进入严重逾期状态的汽车贷款占比升至5.2%，略低于2010年创下的纪录。 研究人员还表示，低收入和年轻借款人偿债能力的下降与部分人群失业率上升的情况相符。去年12月，16至24岁人群的失业率为10.4%，接近2021年疫情最严重时期以来的高位。 约16.3%的学生贷款在第四季度进入拖欠状态，为2004年有数据记录以来的最大增幅。 责任编辑：丁文武

Josie Headley Seeking Alpha's roundup of statements and remarks that could move markets, sectors, or individual stocks. Paramount Skydance ( PSKY ) said it was adding a “ticking fee” to its latest hostile bid for Warner Bros. Discovery ( WBD ), but didn't increase its offer of $30 per share in cash. "Paramount has enhanced its offer with a $0.25 per share 'ticking fee,' payable to WBD shareholders for each quarter its transaction has not closed beyond December 31, 2026, underscoring Paramount's confidence in the speed and certainty of regulatory approval for its transaction," Paramount said in a statement . WBD is currently slated to merge with Netflix ( NFLX ). Paramount said Tuesday that it would fund the $2.8B termination fee that would be due to Netflix if that merger is called off and "offers solutions to WBD's debt financing costs and obligations." "The additional benefits of our superior $30 per share, all-cash offer clearly underscore our strong and unwavering commitment to delivering the full value WBD shareholders deserve for their investment," said Paramount CEO David Ellison in the statement. "We are making meaningful enhancements—backing this offer with billions of dollars, providing shareholders with certainty in value, a clear regulatory path, and protection against market volatility," he added. Nuclear energy company Holtec International has filed confidentially for an initial public offering. The IPO could value the company at over $10B, making it one of the biggest ever in the nuclear industry. The company earns over $500M a year, according to Barron's . Holtec specializes in equipment for nuclear waste management and plant decommissioning. The company is also in the midst of reopening a shuttered nuclear reactor in Michigan, Barron's added. AstraZeneca ( AZN ) plans to offer weight-loss drugs that are more competitively priced and easier to use than ones already on the market. The U.K. drugmaker plans to pursue higher volume, lower-priced drugs am...

So, the coup is over, at least for now. Yesterday morning, many predicted that this would be the end for Keir Starmer, as he took the flak for the appointment of Peter Mandelson as US ambassador, despite his links with Jeffrey Epstein. The departures of Starmer’s chief of staff and his head of comms weren’t enough to satisfy the thirst for blood of some in his party – including Anas Sarwar, the Scottish Labour leader, who called for his resignation . But by the evening, the coup had fizzled. Sarwar was left out in the cold, embarrassed that none of his colleagues took up his call for the prime minister to leave. Starmer faced down potential dissenters, and got public support from all of the cabinet . Yet clearly, tensions go deeper than the Mandelson-Epstein saga. The former ambassador is also seen as a representative of a centrist, business-focused settlement which many Labour MPs dislike. Potential challenger Andy Burnham was already out today setting out his left-leaning platform for change, which includes building more council houses and compulsory purchase orders of some privately rented homes (although he also said that Starmer has his support). And Polymarket shows bettors still think it likely that Starmer won’t last the year, as you can see in the chart below: As Bloomberg Opinion ’s John Authers writes today : “[T]he issue will not go away. Starmer is so damaged by this because he was so weak to begin with.” His approval ratings have at times dropped even lower than those of Liz Truss, Authers notes, with the latest Ipsos poll suggesting Labour has only 19% support. Speaking of Truss, the whole kerfuffle at the top of the Starmer government is starting to feel like Groundhog Day, as Allegra wrote yesterday , given the similarities with the Tories’ leadership churn from 2016-2024. Though the root of Starmer’s difficulties may be a problem of his own that has been well articulated by Bloomberg Opinion ’s Adrian Wooldridge : this prime minister is faltering b...

New financially settled futures contracts to include 50+ top U.S. single stocks including Alphabet, Meta, NVIDIA and Tesla CHICAGO, Feb. 10, 2026 /PRNewswire/ -- CME Group, the world's leading derivatives marketplace, today announced plans to launch Single Stock futures beginning this summer, pending completion of all regulatory review and processes. These new products will enable market participants to trade futures on more than 50 of the top U.S. stocks from the S&P 500, Nasdaq-100 and Russell 1000 indices, including names such as Alphabet, Meta, NVIDIA and Tesla – all with the flexibility, capital efficiency and precision of financially settled futures. "We are pleased to begin offering investors an alternative way to gain exposure to individual leading U.S. stocks with our new Single Stock futures contracts," said Tim McCourt, Global Head of Equities, FX and Alternative Products at CME Group. "These contracts will provide a simpler, more cost-effective way to take a view on a stock, while allowing market participants to gain exposure to, or hedge potential price movements, without buying shares outright." Demand for equity derivatives has been growing across both institutional and retail audiences in recent years, with new highs in 2025 including: Futures and options average daily volume (ADV) of 7.4 million contracts and open interest (OI) of 9.8 million contracts. Futures ADV of 6 million contracts, up 15% year-over-year, and record average OI of 5.6 million contracts, up 19% year-over-year. The contracts will be listed on and subject to the rules of CME. For more information on these products, please visit cmegroup.com/ssf . As the world's leading derivatives marketplace, CME Group ( www.cmegroup.com ) enables clients to trade futures, options, cash and OTC markets, optimize portfolios, and analyze data – empowering market participants worldwide to efficiently manage risk and capture opportunities. CME Group exchanges offer the widest range of global benchmar...

When there's something in markets that everyone "knows" to be true, it's worth considering the other side of the trade. Since OpenAI's ChatGPT made its debut in November 2022 and ushered in the Age of AI, the S&P 500 has risen 68%. While mostly powered by gains from big tech stocks, plenty of other companies like McDonald's and Starbucks have rallied on expectations that AI-driven technologies will supercharge productivity and increase margins. Yet in this time frame, Adobe (ADBE +0.24%) has suffered. Shares of the $112 billion company, which offers creative products for photographers, video editors, graphic and experience designers, game developers, content creators, marketers, and more, trade down 21% on fears that AI content-creating technologies will make its services obsolete. Expand NASDAQ : ADBE Adobe Today's Change ( 0.24 %) $ 0.63 Current Price $ 267.53 Key Data Points Market Cap $110B Day's Range $ 266.84 - $ 270.69 52wk Range $ 262.95 - $ 465.70 Volume 79K Avg Vol 4.6M Gross Margin 88.60 % This year, the sell-off has intensified, with shares down 23.5% year to date. The mainstream media is piling on, with Forbes wondering whether Adobe is a "falling knife," while Wall Street firms dumped a net 4.8 million shares last quarter. The mounting pessimism about Adobe is reflected in rising short interest, or the percentage of the company's stock that has been sold short. As you can see, it's easily at an eight-year high. The short sellers may be right. But with bearish sentiment abounding, I'm reminded of something the legendary investor Jim Rogers once said: "When there's something about markets that everyone 'knows' to be true, it's time to look at the other side of the trade." On this advice, I've asked myself what the bears may be missing -- and why Adobe could be a compelling buy today. If Adobe is doomed, why do earnings keep rising? In its first earnings conference held after ChatGPT took the world by storm, Adobe reported record revenue of $19.41 billion...

Key Points Since ChatGPT kicked off the Age of AI, Adobe shares are down 21% on fears that AI could make its services obsolete. The sell-off has accelerated in recent months, while short interest mounts as investors bet against the stock. Throughout the sell-off, Adobe has increased revenue, net income, and earnings per share in each fiscal year. 10 stocks we like better than Adobe › Since OpenAI's ChatGPT made its debut in November 2022 and ushered in the Age of AI, the S&P 500 has risen 68%. While mostly powered by gains from big tech stocks, plenty of other companies like McDonald's and Starbucks have rallied on expectations that AI-driven technologies will supercharge productivity and increase margins. Yet in this time frame, Adobe (NASDAQ: ADBE) has suffered. Shares of the $112 billion company, which offers creative products for photographers, video editors, graphic and experience designers, game developers, content creators, marketers, and more, trade down 21% on fears that AI content-creating technologies will make its services obsolete. 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 » This year, the sell-off has intensified, with shares down 23.5% year to date. The mainstream media is piling on, with Forbes wondering whether Adobe is a "falling knife," while Wall Street firms dumped a net 4.8 million shares last quarter. The mounting pessimism about Adobe is reflected in rising short interest, or the percentage of the company's stock that has been sold short. As you can see, it's easily at an eight-year high. The short sellers may be right. But with bearish sentiment abounding, I'm reminded of something the legendary investor Jim Rogers once said: "When there's something about markets that everyone 'knows' to be true, it's time to look at the other side of the trade." On this advice, I've asked myself what the bears may be missing -- and w...

Goodyear stock costs $9 a share and just lost $6 a share. That's not a good look. Goodyear Tire & Rubber Company (GT 13.21%) stock tumbled 15% through noon ET Tuesday after beating on sales but missing on earnings in its Q4 2025 report last night. Heading into the report, analysts forecast Goodyear would earn $0.49 per share (adjusted for one-time items) on sales of $4.8 billion. Goodyear actually earned only $0.39 per share, adjusted, but its sales were a healthy $4.9 billion. Goodyear Q4 earnings As Goodyear pointed out, its Q4 sales were only "flat from 2024" but up 4% organically after netting out sales lost with the disposal of its Off-the-Road (OTR) tire and Chemical businesses. Earnings may have missed expectations -- and earnings under generally accepted accounting principles (GAAP) lower than non-GAAP earnings, which don't count those disposed-of divisions. Nevertheless, Goodyear earned $0.36 per share, GAAP, up 44% year over year -- a superb result for Q4, at least. As for the year as a whole, the numbers looked less good. Goodyear's full-year 2025 sales declined 2% to $10.8 billion, and operating profit margins fell 170 basis points to 6.8%. The company flipped from a $0.16 per share profit in 2024 to a $5.99 per share loss in 2025. Expand NASDAQ : GT Goodyear Tire & Rubber Today's Change ( -13.21 %) $ -1.39 Current Price $ 9.13 Key Data Points Market Cap $3.0B Day's Range $ 8.78 - $ 9.36 52wk Range $ 6.51 - $ 12.03 Volume 543K Avg Vol 5.9M Gross Margin 18.20 % Is Goodyear stock a buy? Now, where does this leave Goodyear stock standing today? Obviously, the big net loss for 2025 isn't a great starting point. Granted, Goodyear generated $170 million in positive free cash flow for the year. On a $3 billion market capitalization, that doesn't make Goodyear look too expensive... until you notice that the company is carrying about $6.5 billion in net debt -- more than twice its own market capitalization! At an enterprise value-to-free cash flow ratio of 55x, G...

格隆汇2月11日｜美联储哈玛克：目前银行体系看起来相当健康。

QUALCOMM (QCOM) is back in focus after first quarter results and fresh guidance pointed to pressure in its core handset business, with memory chip shortages and softer Chinese demand weighing on the near term outlook. Those handset concerns have fed directly into recent trading, with the share price at US$138.93 after a 1-day share price return of 1.16% but a 30-day share price return decline of 21.85% and a year-to-date share price return decline of 19.68%. The 3-year total shareholder return of 13.66% and 5-year total shareholder return of 4.56% suggest longer term progress has been more muted, so recent earnings guidance and analyst commentary appear to be cooling momentum for now. If Qualcomm’s handset pressure has you rethinking your tech exposure, this could be a good moment to look at for other chip related opportunities tied to AI build out. With QCOM trading below some analyst targets and facing clear handset headwinds, the key question is whether the current valuation already reflects these challenges or if the weakness has gone too far, creating a potential entry point or a market that is correctly pricing in future growth. Advertisement Most Popular Narrative: 53.7% Undervalued According to the most followed narrative, QUALCOMM’s fair value of $300 sits well above the last close at $138.93, framing a wide valuation gap that hinges on growth beyond handsets. Qualcomm (QCOM) delivered a strong start to FY2025, posting record revenues of $11.7 billion (+18% YoY) and EPS growth of 24% YoY to $3.41. The company’s handset, automotive (+61% YoY), and IoT (+36% YoY) segments drove top-line expansion, while $2.7 billion was returned to shareholders through buybacks and dividends. Qualcomm’s Edge AI dominance, with on-device AI partnerships alongside Meta, Microsoft, and Amazon, positions it as a leader in next-gen computing. Meanwhile, its Snapdragon Digital Chassis is propelling record-breaking automotive growth, strengthening its long-term outlook across AI, PC...

As the U.S. stock market begins February on a high note, with major indices like the Dow Jones Industrial Average and S&P 500 posting significant gains, investors are keenly observing growth companies that exhibit strong insider ownership. In this thriving market environment, stocks with substantial insider stakes can often signal confidence in the company's potential, making them appealing options for those looking to align their investments with insiders who have a vested interest in the company's success. Top 10 Growth Companies With High Insider Ownership In The United States Name Insider Ownership Earnings Growth StubHub Holdings (STUB) 25.1% 59.8% SES AI (SES) 12% 68.9% Ryan Specialty Holdings (RYAN) 15.5% 45.5% Niu Technologies (NIU) 39.3% 96.4% Karman Holdings (KRMN) 17.3% 62% Corcept Therapeutics (CORT) 11.6% 43.7% Cloudflare (NET) 10.1% 41.2% Bitdeer Technologies Group (BTDR) 33.4% 137.4% Atour Lifestyle Holdings (ATAT) 17.1% 24.3% Astera Labs (ALAB) 10.5% 28.8% Click here to see the full list of 206 stocks from our Fast Growing US Companies With High Insider Ownership screener. We're going to check out a few of the best picks from our screener tool. Simply Wall St Growth Rating: ★★★★★☆ Overview: Rumble Inc. operates video sharing platforms and cloud services across the United States, Canada, and internationally, with a market cap of $2.12 billion. Operations: The company's revenue segment primarily comprises Internet Software & Services, generating $103.78 million. Insider Ownership: 35.9% Earnings Growth Forecast: 84.3% p.a. Rumble Inc. is experiencing significant growth, with its revenue forecasted to increase by 52.5% annually, outpacing the US market's average. The company recently launched Rumble Shorts and an exclusive video agreement with The Dan Bongino Show, enhancing content offerings and user engagement. Despite a net loss of US$16.26 million in Q3 2025, this marks an improvement from the previous year. Rumble's focus on innovation and strategi...

Thapana Onphalai/iStock via Getty Images VIG and VOO: Previous Thesis and New Developments My last coverage on the Vanguard Dividend Appreciation ETF (NYSEARCA: VIG ) was published on Nov 10, 2025. The analysis rated VIG as a buy after examining its past earnings growth rates (which were close to tech-heavy QQQ) and downside protection (which was superior to QQQ). Since then, there have been a few new developments both in terms of macroeconomic parameters and also fund specifics. In the former budget, the top change I’ve noted is an ongoing rotation away from growth-oriented funds toward valuation-oriented funds. In the later buckets, there are also a few noteworthy fund-specific changes, such as its latest dividend declarations. More importantly, since my last writing, many of the major holdings in VIG and also the broader S&P 500 index have released their earnings reports for FQ4 2025, which in turn impacts the valuation metrics of VIG and also its growth outlook. These changes motivated me to perform a comparative analysis between VIG and Vanguard 500 Index Fund ETF ( VOO ) as a proxy of the broader equity market. Let me start with the first development. To illustrate my observation of the rotation, the table below compares the performance of VIG and VOO, together with two other value-oriented funds (the Vanguard High Dividend Yield Index Fund ETF ( VYM ) and the State Street Staples Select ETF ( XLP )). As seen, all 3 ETFs with a focus on dividends have lagged VOO for years but began to pull ahead of VOO in the recent 6 months or so. To wit, VIG gained about 2.3% in the past month while VOO suffered a slight retreat. In the past 3 months, VIG gained 6.5%, more than doubling VOO’s gain of 3.1%, and an alpha was also observed in the past 6 months. Against this backdrop, I will next identify the key factors that can continue driving this rotation forward. Seeking Alpha VIG and VOO ETF: Basic Information and Exposure Before moving into further details, let me take a...

Earnings Call Insights: Ark Restaurants Corp. (ARKR) Q1 2026 Management View Michael Weinstein, Founder, Chairman & CEO, described the quarter as "really a quiet quarter" and noted, "Las Vegas remains a high point for us. We're seeing better results there despite the strip being down 11%. Our operations are doing quite well. We're more efficient." He highlighted ongoing efficiency improvements and stated that event business at Bryant Park is starting to pick up despite ongoing litigation: "More Event business is starting to be signed up. So I think this year we'll be better on the revenue side in the event and corporate and social event side than it has been." Weinstein discussed the impact of the new lease with MGM for New York, New York, explaining, "The redo of America, which will -- it's open, but the new facility that we're building will be open in April. That's taken a lot of cash in the last couple of months. Also, our litigation bills at Bryant Park has taken a lot of cash. So we expect once the build-out of America is completed, the cash position will start to improve." CFO Anthony Sirica reported, "Our adjusted EBITDA was about $150,000 better this year than it was last year. Our balance sheet, the cash was $9 million and change, and our debt is $3 million. Other than that, the balance sheet did not have any significant changes." Outlook Weinstein stated, "We expect once the build-out of America is completed, the cash position will start to improve. And in the March quarter, that's a low point for us in cash on an annual basis. So we'll see cash starting to improve in the next couple of months." He added regarding market expansion: "We're starting to see hopefully some expansion opportunities in Vegas for what we do." On the Meadowlands project, Weinstein noted, "If it's positive, we think that the ammunition, the legislature needs to go forward and put a referendum on the ballot this November. We just started this process about a week ago. It will take 1 ...

Alllex/E+ via Getty Images Gold and silver have seen some wild trading swings after hitting record levels, but should investors expect that rocky ride to continue? Bart Melek, Head of Commodity Strategy with TD Securities, joins MoneyTalk to break down how volatility in precious metals is now the price of admission. Transcript Greg Bonnell: Gold and silver have seen some volatility, some pretty big trading swings in recent sessions. Of course, that was all after hitting record levels. Should investors be expecting a rocky ride going forward? Joining us now is Bart Melek, managing director and head of commodity strategy at TD Securities. Bart, there were many days when things were happening. And I thought, I need Bart here in this chair every day on days like these. Let's start with gold. What's the story here? Bart Melek: Well, we've seen some very volatile times for gold and precious metals broadly. Fundamentally, me and the team still like gold here. We're looking at a $5,000 quarterly average next quarter-- may not seem like a lot at this point, given where prices have been and where they are. It was more of a brave call a while back. But still, fundamentally, it looks like from a trading perspective we might hit levels significantly above that. $5,455, maybe even $5,700 is in the cards just given historic volatility. And we certainly have seen a lot of volatility lately. And why do I think gold still has a bid underneath it? Well, starting today, we had the Chinese officials tell their bankers to maybe not be so enthusiastic in buying Treasuries. That, I think, in no small way had an impact-- a negative impact-- on the US dollar. And we all know that there is a very strong inverse relationship between the two. The weaker the US dollar is, typically, gold tends to do better. Again, from China, we had news yet again that last month their central bank didn't buy a huge amount of gold but continued to acquire gold deposits. And we're seeing central banks around the ...

SUNNY ISLES BEACH, FLORIDA / ACCESS Newswire / February 10, 2026 / Elektros Inc. (OTC PINK:ELEK) is pleased to confirm that, as of today, all Elektros-branded t-shirts requested by shareholders as part of its shareholder awareness and engagement initiative have been successfully fulfilled and shipped. This initiative was designed to create a direct and meaningful connection with Elektros shareholders by offering high-quality merchandise that supporters could proudly wear while representing the company. The completion of all shipments to date marks a successful milestone in this ongoing engagement effort. The idea for the t-shirt initiative was inspired by the innovative approach taken by Elon Musk, Chief Executive Officer of Tesla, through merchandise launched under The Boring Company. Observing the rapid and enthusiastic response generated by The Boring Company's branded hoodies and apparel demonstrated how thoughtful merchandise can quickly unite a community, spark excitement, and deepen engagement with supporters. Elektros was proud to learn from this example and apply a similar concept to its own shareholder base. "We are incredibly grateful for the level of engagement and enthusiasm we continue to see from our shareholders," said Shlomo Bleier, Chief Executive Officer of Elektros Inc. "Seeing our community wear Elektros merchandise loud and proud has been truly motivating. The response has exceeded our expectations and reinforces the strength of our shareholder community." Elektros welcomes new engagement from shareholders who have not yet requested t-shirts, as well as additional interest from existing shareholders. Eligible shareholders are encouraged to email the company with their full name, mailing address, number of shirts requested (up to three per shareholder), and preferred sizes (Small, Medium, Large, or Extra Large). Elektros will continue to accommodate requests while supplies last. Market Context and Industry Perspective Across global financial and...

Can Micron Technology Stock Avoid a Future Collapse? AOL.com

US Commerce Secretary Howard Lutnick minimised his relationship with Jeffrey Epstein Tuesday even as he acknowledged visiting the disgraced financier at his private island in 2012 after Epstein was a convicted sex offender. Lutnick, speaking to a Senate panel, described going to Epstein’s island after being asked in Tuesday’s hearing about Justice Department documents showing he had planned a visit. “I did have lunch with him, as I was on a boat going across on a family vacation, my wife was with me, as were my four children and nannies,” Lutnick told a Senate Appropriations subcommittee. Advertisement Lutnick added, “The only thing I saw with my wife and my children and the other couple and their children was staff who worked for Mr Epstein on that island.” Justice Department documents released in recent weeks indicate Lutnick previously incorrectly characterised the extent of his relationship with Epstein. A drone view shows a pool on Little St James, a small private island formerly owned by the late financier Jeffrey Epstein in the US Virgin Islands, in November 2025. Photo: Reuters In an interview on the Pod Force One podcast last year, Lutnick described moving into a house next door to Epstein in 2005 and being so troubled by him that he and his wife agreed to never be in a room with him again.

German pilots union calls for strike at Lufthansa's core airline on Thursday Reuters

Meta Platforms: Follow The Numbers (NASDAQ:META) Seeking Alpha

stockcam/iStock Unreleased via Getty Images The share price of Meta Platforms ( META ) has been all over the place in the last few months, courtesy of volatile narratives around artificial intelligence (‘AI’) and concerns about both the AI-driven disruption and extreme spending that may not yield the desired long-term results. Meta initially surged on strong quarterly results and growth outlook two weeks ago, but it has since given back the gains and is back to where it was prior to the earnings report. In the age of rapid technology evolution and transformation, I believe Meta cannot afford not to increase spending, and while no company is perfect, it has historically been making the right decisions to stay relevant, and this provides me confidence that this will remain the case. I am generally bullish on AI and have been looking across the board to find stocks and expand the Growth Stock Forum's Coverage Universe and find new Momentum Ideas. Meta currently fits the bill on both requirements, as the former follows the numbers and outlook and the latter the fundamentals along with price trends. Follow the numbers – you have to spend to win We are always working with probabilities, not certainty, when it comes to stock market investing and return expectations. That is the important caveat here, but I believe Meta needs to spend if it wants to win in the long run and continue to deliver revenue, earnings growth, and share price appreciation to its investors. It often helps to look at the big picture and long-term trends, as price action and valuation trends usually align with growth rates over time. Meta tells this story: during the period of high growth, the stock was in a good uptrend (2016-2018), but as the growth decelerated, the momentum waned. And then, the COVID-19-driven sharp growth acceleration resulted in a new surge in the early 2020s that was followed by a crash as growth turned negative. Sure enough, a new sharp recovery followed as the Y/Y revenue growt...

格隆汇2月11日｜市场消息：美国国会议员们对国防部使用Grok提出质疑。

Feverpitched/iStock via Getty Images Shares of Masco ( MAS ) surged more than 10% Tuesday, pushing the home improvement products maker to a 52-week high after it posted quarterly earnings that topped Wall Street estimates and announced a fresh $2 billion share repurchase authorization. It also said it had begun cutting jobs. Fourth-quarter adjusted earnings were $0.82 a share, ahead of the $0.79-a-share estimate. Net income fell to $165 million, or $0.80 a share, from $182 million, or $0.85 a share. Masco ( MAS ) reported fourth-quarter net sales of $1.79 billion, narrowly missing the consensus estimate of $1.82 billion, as revenue fell 2% from a year earlier amid softer demand in parts of its portfolio. Margins and segment trends Masco ( MAS ) said fourth-quarter gross margin slipped 80 basis points to 33.9% and operating profit declined 14% to $248 million. Operating margin narrowed to 13.8% from 15.9%. Within the portfolio, Plumbing Products delivered 5% sales growth, while Decorative Architectural Products saw sales drop 15%. In local currency, North American sales fell 5% and international sales rose 1%. CEO highlights execution and returns “Overall, our fourth quarter operating results were largely in line with our expectations,” CEO Jon Nudi said in the earnings release. Masco ( MAS ) said it returned $281 million to shareholders during the quarter through dividends and share repurchases. Restructuring and 2026 outlook Masco ( MAS ) said it has begun restructuring actions to streamline the business, reduce headcount and optimize operations. The company incurred about $18 million of charges in the fourth quarter and expects about $50 million of additional charges in 2026. For 2026, Masco ( MAS ) forecast earnings per share of $3.91 to $4.11. On an adjusted basis, the company expects $4.10 to $4.30 a share. Masco ( MAS ) also declared a quarterly dividend of $0.32 a share, payable March 9 to shareholders of record on Feb. 20. The board approved a new $2.0 billi...

Source: Bloomberg, 0:00

O2O Creative/E+ via Getty Images In the present column, we check back in with Sally Beauty Holdings, Inc. ( SBH ). This is a stock we continue to own a small house position in, but we get behind the stock again in the single digits for another trade. We suggested a Buy when shares were in the $9s and also reiterated the Buy call in late summer when shares were $11. However, we suggested taking profit in December when shares got to $16-$17. Since that time, shares have been sideways, but we suggest keeping a house position if you took the 2025 trade to play for longer-term upside or possible re-rating higher. So, you may be asking yourself what a house position is. This is a key teaching at BAD BEAT Investing, where it makes shorter-term profitable trades in special setups and then rolls profit into long-term investments. How it works is that you lock in profit on a highly profitable trade but leave a percentage of the profit in the stock long-term. We then take the principal and added profit and move on to new setups, and we rinse and repeat. It is a wealth-building strategy, and we have executed it with SBH, and now we will benefit from any and all future gains, dividends, spinoffs, etc. At the present levels, we remain cautiously optimistic, and there is some room for revaluation higher, but we view a Hold as appropriate, and this is evidenced by the just-reported earnings . Today's column is an earnings review of the fiscal Q1 results and the outlook for the company. Sally Beauty Holdings Headlines Fiscal Q1 Results The company put out a double-line beat versus consensus expectations. That is strong performance. Still, the stock struggles when it gets to the high teens, justifying a hold rating here. Consensus expected sales to be flat, but revenue was a very slight year-over-year increase of 0.6% from last year and hit $943.2 million. We expected sales to be flat to up 1%, and the results were about $3 million over expectations. Now, the key metric we monitor fo...

Image source: The Motley Fool. Thursday, October 30, 2025 at 2 p.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Phillip Green Group Executive Vice President and Chief Financial Officer — Dan Geddes Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Income -- $172.7 million, or $2.67 per share, representing a 19.2% increase. -- $172.7 million, or $2.67 per share, representing a 19.2% increase. Return on Average Assets -- 1.32%, up from 1.16%. -- 1.32%, up from 1.16%. Return on Average Common Equity -- 16.72%, up from 15.48%. -- 16.72%, up from 15.48%. Average Deposits -- $42.1 billion, up 3.3%. -- $42.1 billion, up 3.3%. Average Loans -- $21.5 billion, up 6.8%. -- $21.5 billion, up 6.8%. Branch Expansion Metrics -- Expansion deposits reached $2.9 billion and expansion loans $2.1 billion, accounting for 10% of total company loans and nearly 7% of deposits. -- Expansion deposits reached $2.9 billion and expansion loans $2.1 billion, accounting for 10% of total company loans and nearly 7% of deposits. New Households -- almost 74,000 new expansion households added. -- almost 74,000 new expansion households added. Consumer Checking Growth -- Consumer checking households increased 5.4%. -- Consumer checking households increased 5.4%. Consumer Real Estate Loans -- Portfolio rose to $3.5 billion, gaining $547 million, or 18.7%. -- Portfolio rose to $3.5 billion, gaining $547 million, or 18.7%. Period-End Commercial Loans -- Rose 5.1%, led by energy (up 17%) and C&I (up 6.8%). -- Rose 5.1%, led by energy (up 17%) and C&I (up 6.8%). CRE Balances -- Increased 2.7%, with multifamily payoffs noted as a factor. -- Increased 2.7%, with multifamily payoffs noted as a factor. Weighted Pipeline -- $1.9 billion, up 20% sequentially, with CRE pipeline higher by 29% and C&I by 11%. -- $1.9 billion, up 20% sequentially, with CRE pipeline higher by 29% and C&I by 11%. Nonperforming Assets -- Declined to $47 million from $64 million in the prior q...

Kongsberg Gruppen ASA press release ( NSKFF ): FY2025 Revenue of NOK 33B. EBIT of NOK4.9B. More on Kongsberg Gruppen ASA Kongsberg Gruppen: Defense Repositioning Powers Growth, Valuation Now Tight Kongsberg Gruppen ASA (KBGGY) Q4 2025 Earnings Call Transcript Kongsberg Gruppen ASA 2025 Q4 - Results - Earnings Call Presentation Kongsberg bolsters defense holdings with acquisition of U.S. missile firm Zone 5 Seeking Alpha’s Quant Rating on Kongsberg Gruppen ASA