Getty Images Relative to many semiconductor companies, I wouldn’t call Texas Instruments ( TXN ) particularly acquisitive, but management has been willing to pay up to acquire strategically valuable assets. I believe they’re doing the same again with the acquisition of Silicon Labs ( SLAB ), and as was the case with the acquisitions of Burr-Brown and National Semiconductor, I think the initial angst over the price paid will eventually prove overheated relative to what TI ultimately does with the assets. While I see the logic of the SLAB deal, and I was positive on the shares before this announcement, TI didn’t appear attractively valued before this deal and isn’t now. At best, I can say that TI’s price today is reasonable and that there is still worthwhile leverage here to the expected semiconductor upturn in 2026-2028. For SLAB shareholders, this is full value and then some, so I wouldn’t be all that upset about having to figure out the next destination for the cash that will be coming in from TI. The Deal While SLAB has been considered a buyout candidate from time to time, I don’t think anybody had a TI-SLAB tie-up on their bingo card, but that’s what the two companies announced on the morning of February 4. TI agreed to purchase SLAB for $231/share in cash, a 69% premium to the prior day’s close and a $7.5B enterprise value for a company that I expect to generate around $1.3B in revenue in 2028 with a high-teens to low-20%s operating margin. The purchase price also works out to around 59x ’27 EPS estimates, a substantial premium over the 41x average valuation of the last five years. A CNBC report claimed this was a competitive bidding process, and given the steep price that TI is paying, a rival bid seems unlikely. The deal should also require Chinese approval; while there isn’t anything about the deal that should trigger regulatory concerns, the reality of geopolitics today is that deals like this can get held up if there is another round of political squabbling...

格隆汇2月5日｜Alphabet(GOOG.O)CEO皮查伊：苹果(AAPL.O)选择谷歌云作为其首选云服务提供商。

ithinksky/E+ via Getty Images U.S. soybean futures rallied Wednesday after President Trump said China agreed to increase soybean purchases from the U.S. to 20M tons in the current season, up from 12M tons previously. CBOT soybeans ( S_1:COM ) for March delivery settled +2.5% to $10.92 per bushel, the highest level in nearly two months, while March corn ( C_1:COM ) ended +0.1% at $4.29 per bushel and wheat ( W_1:COM ) for March delivery finished -0.4% at $5.26 3/4 per bushel. During a call with China's President Xi, the two countries discussed "lifting the Soybean count to 20 Million Tons for the current season," Trump said in a Truth Social post. The purchase of an additional 8M tons of soybeans by China would equate to ~294M bushels, or nearly all the soybeans the U.S. Department of Agriculture expects to be left over from last year's harvest, which the USDA pegged at 350M bushels in its world supply and demand report last month. It is not clear how soon the increase would materialize, as the current marketing year for soybeans does not end until September. ETFs: ( SOYB ), ( CORN ), ( WEAT ), ( DBA ), ( MOO ) More on U.S. grain futures Commodities: Markets Poised For A Risk-Off Day Commodities: Iranian Supply Risks Ease, But Have Not Disappeared Commodities: Lingering Supply Risks Provide Tailwinds To Oil

Qualcomm (QCOM) issues Q2 FY26 earnings forecast due to memory chip supply constraints Qualcomm is anticipating a reduction in handset manufacturing due to the increasing demand for memory in AI data centers. The ongoing RAM shortage that some consumers may have noticed over the past few months does not appear like it will be ending anytime soon. While Qualcomm (QCOM) does not anticipate problems in the long-term, the company is acknowledging that it will feel an impact in the near future. As part of Wednesday's Q1 2026 earnings report, Qualcomm issued cautionary guidance for the next quarter as a result of this continuing memory shortage. "While our near-term handsets outlook is impacted by industry-wide memory supply constraints, we are encouraged by end-consumer demand for premium and high tier smartphones, and remain on track to achieve our fiscal 2029 revenue goals," Qualcomm President/CEO Cristiano Amon said in the Qualcomm Q1 2026 earnings report. While Qualcomm recorded a quarterly revenue figure of $12.252 billion USD for Q1 2026, the guidance number for the next quarter is significantly lower. The company is estimating Q2 2026 revenue in the range of $10.2 to $11.0 billion, which takes memory supply constraints and continuing demand for new handsets into consideration. Qualcomm notes that the demand for memory is being driven by the AI sector. Qualcomm previously announced plans to AI chips to compete with AMD and NVIDIA. We'll have more on Wednesday's earnings from Qualcomm, along with several other companies, throughout the day here at Shacknews. Shacknews staff does not use generative artificial intelligence (AI) in their content. Shacknews strictly prohibits the use of its content for AI training or to generate text, including text in the style or format used for this publication. Shacknews reserves all rights to this work.

格隆汇2月5日｜据日本读卖新闻：台积电(TSM.N)在熊本工厂的投资将增至2.6万亿日元。

格隆汇2月5日｜据日本读卖新闻：台积电(TSM.N)将在日本熊本工厂生产3纳米芯片。

Victory Capital press release ( VCTR ): Q4 Non-GAAP EPS of $1.78 beats by $0.12 . Revenue of $374.1M (+61.0% Y/Y) beats by $0.89M . Shares -0.10% . More on Victory Capital Victory Capital Holdings, Inc. (VCTR) Q3 2025 Earnings Call Transcript Victory Capital Holdings, Inc. 2025 Q3 - Results - Earnings Call Presentation Victory Capital Q4 2025 Earnings Preview Victory Capital reports November 2025 total client assets Seeking Alpha’s Quant Rating on Victory Capital

In trading on Wednesday, shares of Formula Systems (1985) Ltd (Symbol: FORTY) crossed below their 200 day moving average of $135.01, changing hands as low as $132.38 per share. Formula Systems (1985) Ltd shares are currently trading down about 20.1% on the day. The chart below shows the one year performance of FORTY shares, versus its 200 day moving average: Looking at the chart above, FORTY's low point in its 52 week range is $82.52 per share, with $190.5599 as the 52 week high point — that compares with a last trade of $132.38. Click here to find out which 9 other dividend stocks recently crossed below their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

homeworks255/iStock via Getty Images Flexsteel Industries, Inc. ( FLXS ) has reported fiscal Q2 2026 (calendar Q4 2025) results. On the surface, the results show a continuation of previous positive trends, growing 9%, the 9th consecutive quarter of YoY top line growth, combined with gross margin and operating margin expansion. However, analyzing in more detail, the totality of the increment in revenues, a big part of the increment in gross margins, and potentially of operating income, was caused by tariff surcharges and FIFO accounting. The company recognized challenges in margins in H2 2026 and has not provided guidance. Flexsteel is not expensive, trading at a ~7x earnings multiple when removing net cash from its market cap. The forward multiple is potentially lower on margin and top line pressure from tariffs, but the economy might also turn more positive on lower rates. I believe the name is fairly valued, but not a screaming buy. I maintain a constructive Hold. Positive headline results Read from the income statement alone, the company's results for FQ2 2026 remain very positive, even excellent. Revenues grew 9% at a time when all industries related to housing are having challenges. This is the 9th quarter of positive comps for the company, already a "trend" and no longer a bounce from previous post-pandemic declines. Furthermore, gross margins expanded almost 1.7pp, and operating income expanded by almost $2.3 million YoY (35% YoY) when adjusting for a non-recurring property sale line last year. Underlying stagnation and headwinds As commented on in my previous article on FLXS, the company had already warned that part of the revenue and margin gains in H1 2026 came from tariff surcharges applied to new sales, which were compared to "undervalued" CoGS because of FIFO accounting. The company also commented that because of higher tariffs starting in 2026 (calendar), visibility was complex, and therefore, providing revenue or margin guidance was not possible. Thos...

The sort of buying President Trump outlined from China seems “unlikely on many fronts, but neither can the possibility be ignored,” analyst says.

Tricolor Holdings founder Daniel Chu , who faces federal fraud charges related to the collapse of the subprime auto-loan firm, won court approval to use company insurance policies to pay for his defense costs, a judge ruled Wednesday. US Bankruptcy Judge Michelle V. Larson agreed during a Dallas court hearing to free $5 million in so-called directors and officers insurance to pay legal bills for Chu and others, including Tricolor itself, related to federal investigations of the company and its former managers. Prosecutors in New York have accused Chu of conspiring to defraud lenders and investors through various schemes, including “double-pledging” auto-loan collateral and manipulating descriptions of the loans. Chu has pleaded not guilty to the charges. Texas-based Tricolor filed for bankruptcy in September after shutting more than 60 locations across Texas and the US Southwest. Larson sided with Chu over the insurance proceeds, rejecting a request from the trustee overseeing Tricolor’s liquidation to cap how much he could receive. The trustee had argued that no single party should be be able to use up more than 10% of the policy. The judge declined to release two other policies that would cover $10 million in similar claims. Any Tricolor former manager who wants access to those policies must file a new request to free up the additional insurance, she said. Criminal and regulatory investigations of Tricolor’s collapse are likely to eat up all of the company’s $15 million in director and officer insurance, Larson said in court. To control distribution of the proceeds, Tricolor and others who are covered by the insurance will have a chance to object to any payout. Those objections would first be considered by the insurance company. If the dispute cannot be resolved, Larson said she would decide whether the claim was legitimate. The bankruptcy case is Tricolor Holdings, LLC, 25-33487, US Bankruptcy Court, Northern District of Texas (Dallas). The criminal case is US v ...

Paying tribute, a statement from the BBC soap said: "Those that worked with Elizabeth at EastEnders will remember her fondly for her warmth and kindness, and our love and thoughts are with Elizabeth's family and friends."

E.l.f. Beauty’s stock surged after a raised outlook for both sales and profit, as demand for cosmetics keeps growing.

AMD Stock Crashes 17% After Earnings Miss AI Expectations The Tech Buzz

stockcam/iStock Unreleased via Getty Images Shares of Snap Inc. (NYSE: SNAP ) rose nearly 8% in post-market trading on Wednesday after the Snapchat owner reported robust metrics for the fourth quarter and provided a forecast that met expectations. Daily active users in Q4 were 474M, up by 21M users year-over-year but down by 3M sequentially. However, they are largely in line with the consensus estimate of nearly 477M. Average revenue per user was $3.62 in the quarter, above the estimate of $3.56. "The decline in Global DAU in Q4 reflects, in part, our decision to substantially reduce our community growth marketing investments in order to focus on more profitable growth," the company said in its shareholder letter. During the quarter, Snap said it implemented platform-level age verification in Australia in accordance with a new law requiring users to be at least 16 years old, which resulted in the removal of about 400,000 accounts. Free cash flow surged 13% to $206M during the quarter, exceeding expectations of $183.8M. Adjusted EBITDA jumped 30% to $358M, topping the $298.8M estimate. Net income for the three months ended December 31 was $45M, compared to $9M for the same period last year. On a per-share basis, the Santa Monica, California-based firm earned 3 cents, while the average expectation was a loss of 3 cents per share. Revenue rose 10% to $1.72B and was above the $1.70B estimate. For the first quarter, the company guided revenue between $1.50B and $1.53B (est. $1.54B) and adjusted EBITDA of $170M to $190M (mid. $180M; est. $173.7M). Additionally, Snap authorized a stock buyback of up to $500M of its Class A common stock. More on Snap Snap's Snapback Moment Is Coming Snap: Perplexity Partnership Is Another Step Away From The Core Snapchat: Perplexity Partnership Is Why I Refuse To Sell Snap Q4 2025 earnings preview; Stock down ahead of results Earnings week ahead: AMZN, GOOG, PLTR, AMD, PFE, DIS, PYPL, ABBV, QCOM, SMCI, MRK, PEP, UBER, PM, and more

Equitable Holdings press release ( EQH ): Q4 Non-GAAP EPS of $1.73 misses by $0.02 . Revenue of $3.28B (-9.4% Y/Y) misses by $760M . More on Equitable Holdings Equitable Holdings: Business Transformation Is Underappreciated Equitable Holdings Q4 2025 Earnings Preview AllianceBernstein names Onur Erzan as president Seeking Alpha’s Quant Rating on Equitable Holdings Historical earnings data for Equitable Holdings

Shares of Google-parent Alphabet rose 2% in afterhours trading following the tech giant reporting an 18% jump in fourth-quarter revenue, driven by growth in its digital-advertising and cloud-computing units. Sales reached nearly $114 billion, ahead of analyst expectations. Google, like other tech companies, plans to spend tens of billions of dollars to develop AI models and build the data centers needed to train and run them.

Snap reported a surprise profit for its latest quarter, boosting the stock in after hours trading on Wednesday. Snap posted fourth-quarter earnings of 3 cents a share after the stock market closed on Wednesday. In the same period last year, Snap posted earnings of 1 cent a share on revenue of $1.56 billion.

美联储周三宣布，在2026年压力测试周期内不会调整大型银行的资本水平 ，因美联储正考虑对这项年度测试进行若干调整以提升透明度。 美联储监管副主席鲍曼表示，大型银行的“压力资本缓冲”（stress capital buffers）将在2027年重新修订，届时美联储将已有机会识别其用于在假设经济下行情境下测试大型银行财务状况的模型中存在的任何“缺陷”。 美联储在去年10月投票决定，将其测试模型以及每年用于测试银行的情境向公众公开征求意见。 责任编辑：李桐

In this article ELF Follow your favorite stocks CREATE FREE ACCOUNT Elf Beauty cosmetics Courtesy: e.l.f Beauty Shares of E.l.f. Beauty surged roughly 15% Wednesday after the company reported a huge earnings beat and raised its guidance for the fiscal year. Here's what the company reported for the third fiscal quarter, compared with analyst estimates from LSEG: Earnings per share: $1.24 adjusted vs. 72 cents expected Revenue: $490 million vs. $460 million expected E.l.f. said net sales increased 38% to $489.5 million, from $355 million in the same period a year ago, driven by growth across the globe and across its retailers and e-commerce. It reported adjusted net income of $74.5 million. The company recently acquired celebrity Hailey Bieber's skincare company, rhode, in a roughly $1 billion deal , and it contributed $128 million to the company's net third-quarter sales growth. E.l.f. told CNBC it's projecting rhode to contribute up to $265 million in net sales this year, up $65 million from its previous guidance. E.l.f. also raised its full-year guidance, increasing its revenue outlook by a range of $42 million to $50 million. "Our Q3 results, which included 130 basis points of market share gains for our namesake e.l.f. Cosmetics brand and a record-breaking launch of rhode in Sephora in the U.K., are a continuation of the consistent, category-leading growth we've delivered over the past 28 quarters," CEO Tarang Amin said in a statement. "Our value proposition, powerhouse innovation and disruptive marketing engine continue to fuel our brands." – CNBC's Jodi Gralnick contributed to this report.

Seeking Alpha More on Omega Healthcare Investors Omega Healthcare Investors: Why This Could Become My Favorite REIT From Optionality To Certainty: Why Omega Healthcare Beats Medical Properties Today Omega Healthcare Q4 earnings beat; issues solid guidance Omega Healthcare Q4 earnings preview: What to expect Seeking Alpha’s Quant Rating on Omega Healthcare Investors

Key Points Verizon increased its dividend for 20 years in a row and has a yield of over 6%. Chevron has a high yield of around 4% and has raised its dividend for 39 consecutive years. Both dividend stocks are well-positioned to generate solid returns and continue to increase their dividends. 10 stocks we like better than Chevron › Good dividend stocks are particularly coveted in volatile markets because they offer some sense of stability. While there are never any guarantees in investing, reliable dividend stocks come fairly close, as they can provide you with income to bank or reinvest, no matter what type of returns they generate. Two great dividend stocks to buy right now are telecommunications giant Verizon Communications (NYSE: VZ) and oil and gas company Chevron (NYSE: CVX). Both of these stalwart dividend stocks offer high yields and have long track records of increasing their dividends. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » 1. Verizon Communications Verizon raised its dividend to $0.69 per share, payable Feb. 2, maintaining the amount it had the previous quarter. If Verizon maintains this level, it would be the 20th consecutive year of dividend increases for the company. The reliability is impressive, but the yield is even better. Currently, Verizon offers a yield of 6.2%, which is about six times higher than the average yield on the S&P 500 and one of the highest you'll find. The yield is the percentage of the share price that goes to the dividend, so a higher yield means more dividend income per share purchased. In this case, 100 shares of Verizon would generate $69 per quarter. Verizon has a decent payout ratio of 58%, meaning 58% of net income goes to maintain the dividend. That's a tad high, but still in a manageable range. A payout ratio over 60% could mean the company is stretching to maintain the dividend at the expense of investing in growth. But Verizon...