J.P. Morgan says fears of an AI-driven software wipeout are overblown and highlights 19 stocks—from Microsoft to CrowdStrike—it believes are positioned to rebound.

Paramount Skydance Corp．改进其对华纳兄弟探索的敌意收购要约，努力争取股东支持其要约，而非来自对手奈飞的要约。 Paramount周二在声明中表示，如果华纳兄弟终止此前已与奈飞达成的交易，须向奈飞支付28亿美元解约费，Paramount将代为承担这笔费用。Paramount还将承担与华纳兄弟债务再融资相关的15亿美元费用。 为彰显其对交易能迅速获得监管批准的信心，Paramount表示，若交易在12月31日之后仍未完成，每季度将向华纳兄弟股东支付每股25美分的“计时费”。 数月来，派拉蒙一直在积极争取收购华纳兄弟。这家由David Ellison领导的影视公司此前对华纳兄弟董事会同意以每股27.75美元、合计约827亿美元的价格，将其制片业务和HBO Max流媒体服务出售给奈飞的决定感到意外。 Paramount表示，已配合美国司法部就其要约提出的第二次信息请求，这一节点触发监管机构为期10天的回复期。 对Paramount而言，在阻挠奈飞收购计划的策略中，展示其在监管层面具备优势是关键部分之一。如果Paramount能够顺利度过这一等待期，便可将其作为政府放行的信号，用以说服华纳兄弟股东投票反对奈飞的交易。 责任编辑：丁文武

Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — James Quincey Incoming Chief Executive Officer — Henrique Braun President and Chief Financial Officer — John Murphy TAKEAWAYS Organic Revenue Growth -- Achieved a 7% average annual organic revenue growth rate since 2017, matching guidance for 2025. -- Achieved a 7% average annual organic revenue growth rate since 2017, matching guidance for 2025. Comparable Earnings Per Share -- Reached $3 in 2025, growing 4% despite a 5-point currency headwind and a 2-point increase in the comparable effective tax rate. -- Reached $3 in 2025, growing 4% despite a 5-point currency headwind and a 2-point increase in the comparable effective tax rate. Global Brand Portfolio -- Added 12 billion-dollar brands since 2017, totaling 32 billion-dollar brands; 75% are outside sparkling soft drinks. -- Added 12 billion-dollar brands since 2017, totaling 32 billion-dollar brands; 75% are outside sparkling soft drinks. Q4 Performance -- Fourth quarter organic revenue grew 5%, unit case growth was 1%, and concentrate sales grew 3 points ahead of unit cases due to shipment timing and one extra day. -- Fourth quarter organic revenue grew 5%, unit case growth was 1%, and concentrate sales grew 3 points ahead of unit cases due to shipment timing and one extra day. Q4 Price/Mix -- Delivered 1% reported price/mix growth, consisting of approximately 4 points of pricing actions and a negative 3 points of unfavorable mix from business and category timing. -- Delivered 1% reported price/mix growth, consisting of approximately 4 points of pricing actions and a negative 3 points of unfavorable mix from business and category timing. Comparable Operating Margin -- Expanded by approximately 50 basis points in both gross margin and operating margin, driven by underlying improvement partially offset by currency headwinds. -- Expanded by approximately 50 basis points in both gross margin and operating...

Image source: The Motley Fool. Tuesday, February 10, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chairman, Chief Executive Officer, and President — Jim Davis Executive Vice President and Chief Financial Officer — Sam Samad TAKEAWAYS Consolidated Revenues -- $2.81 billion in the fourth quarter, up 7.1%. -- $2.81 billion in the fourth quarter, up 7.1%. Consolidated Organic Revenues Growth -- 6.4% for the quarter, driven by physician, hospital, and consumer channels plus acquisitions. -- 6.4% for the quarter, driven by physician, hospital, and consumer channels plus acquisitions. Total Volume (Requisitions) -- Up 8.5%; organic volume up 7.9%. -- Up 8.5%; organic volume up 7.9%. Revenue per Requisition -- Down 0.1% due to growth in high-volume, lower-revenue-per-requisition relationships with Corewell Health and Fresenius Medical Care; excluding these, revenue per requisition grew approximately 3% and organic volume was 4.1%. -- Down 0.1% due to growth in high-volume, lower-revenue-per-requisition relationships with Corewell Health and Fresenius Medical Care; excluding these, revenue per requisition grew approximately 3% and organic volume was 4.1%. Diagnostic Information Services Revenues -- Increased 7.3%. -- Increased 7.3%. Reported Operating Income -- $386 million (13.8% of revenues), compared to $361 million (13.8%). -- $386 million (13.8% of revenues), compared to $361 million (13.8%). Adjusted Operating Income -- $429 million (15.3%), up from $409 million (15.6%), offset by wage increases and startup expenses for Fresenius, Corewell, and Project Nova. -- $429 million (15.3%), up from $409 million (15.6%), offset by wage increases and startup expenses for Fresenius, Corewell, and Project Nova. Reported EPS -- $2.18 versus $1.95. -- $2.18 versus $1.95. Adjusted EPS -- $2.42, up from $2.23. -- $2.42, up from $2.23. Cash from Operations -- $1.89 billion for the year, significantly higher, with the increase driven by higher operating income, working capital timing, tax leg...

Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 10 a.m. ET Call participants Chief Executive Officer — Brian Finnegan Chief Financial Officer — Steve Gallagher Executive Vice President, Capital Markets, Corporate Strategy, and Investor Relations — Stacy Slater Executive Vice President, Chief Investment Officer — Mark Horgan Need a quote from a Motley Fool analyst? Email [email protected] Takeaways NAREIT FFO per share -- $2.25 for the year, representing 5.6% growth, and at the high end of the company's guidance range. -- $2.25 for the year, representing 5.6% growth, and at the high end of the company's guidance range. Same property NOI growth -- 4.2% for the year and 6% in the fourth quarter, despite recapturing 1.5 million square feet of anchor space. -- 4.2% for the year and 6% in the fourth quarter, despite recapturing 1.5 million square feet of anchor space. Record leasing activity -- $70 million of new rent executed and an additional $70 million of net rent fully replenished, with over 3 million square feet of new leases signed. -- $70 million of new rent executed and an additional $70 million of net rent fully replenished, with over 3 million square feet of new leases signed. Occupancy -- Overall occupancy rose 100 basis points sequentially to 95.1%, marking the largest sequential quarterly gain in company history; small shop occupancy reached a record 92.2%. -- Overall occupancy rose 100 basis points sequentially to 95.1%, marking the largest sequential quarterly gain in company history; small shop occupancy reached a record 92.2%. New lease rent growth -- 39% for the year; renewal rent growth held at 15%, producing a third consecutive year at mid‑teens levels. -- 39% for the year; renewal rent growth held at 15%, producing a third consecutive year at mid‑teens levels. Retention rate -- 87% at year-end, up 180 basis points. -- 87% at year-end, up 180 basis points. Expense recovery ratio -- Record 92.3% at year-end, following disciplined operating exp...

MOUNTAIN VIEW, Calif., Feb. 10, 2026 /PRNewswire/ -- Samaya AI, the leading AI platform for financial services, today unveils a new architecture – the Agent Control Plane (ACP) – for creating and running next-generation AI agents that reason in real time with expert-level context. The company also announces new investment from NVentures (NVIDIA's venture capital arm) and Databricks Ventures to expand its customizable AI agents for financial workflows. By integrating deep domain knowledge with a proprietary LLM engine, Samaya is setting the standard for accuracy and autonomy to support high-stakes investment decision-making. Investors and financial services professionals each have unique expertise and processes, requiring systems that understand their investment context, synthesize information across different tools and content sources, and produce accurate, auditable results. At the core of Samaya's platform is the Agent Control Plane (ACP) — a purpose-built architecture that allows users to design, run, and govern AI Agents tailored to their specific use cases. Through natural language instructions and live iteration, users can customize agents across planning, execution, and analysis stages, while maintaining transparency and control over how conclusions are reached. The ACP combines multiple AI breakthroughs pioneered by Samaya AI, including: The first integrated Planner, Long Horizon Executor, and Memory module A Reasoning module Context Management and Optimized Tools modules "AI Agents for finance have to transform global information into real-time decisions," said Maithra Raghu, CEO & Founder of Samaya AI. "They must be reliable, auditable, and extraordinarily precise while reasoning across millions of datapoints and hundreds of tools. Generic AI Agents break down under this complexity — hitting context limits, compounding errors, and degrading as tools scale. Samaya's ACP is a blueprint for how next-generation AI Agents should be built and run, and we're alre...

One of these stocks may be set to deliver a bigger gain. Investors have been on the lookout for artificial intelligence (AI) stocks that may win in this market's next phase of growth. Companies continue to train models, but now and moving forward, these models are being put to work. This phase of thinking through and solving complex problems is known as inference, and it should drive growth in the years to come. As companies aim to power training and inference, they need capacity -- and according to cloud providers big and small, demand has been soaring. These AI customers may turn to a cloud giant such as Alphabet to run their workloads, or they could choose to work with a smaller, specialized player such as the two I'll talk about here: Nebius (NBIS 0.19%) and CoreWeave (CRWV 1.84%). Which is the better buy, according to Wall Street? Let's find out. The case for Nebius Customers come to Nebius for its range of services -- such as managed services for Kubernetes, for example -- as well as access to graphics processing units (GPUs) and central processing units (CPUs) for workloads. As Nebius itself puts it, "we provide every essential resource for your AI journey." All of this has clearly been popular with customers, as we can see from Nebius' earnings reports. In the latest quarter, the company sold out of all of its capacity, and revenue soared more than 300%. Nebius also signed its first major AI infrastructure deal -- with Microsoft, and worth as much as $19.4 billion. And the company signed a second significant deal with Meta Platforms, in this case for $3 billion. The main challenge for Nebius -- and CoreWeave too -- is the need to invest heavily to meet demand. Nebius recently raised more than $4 billion through convertible notes and a follow-on equity offering to invest in GPUs, land, and other assets to expand its infrastructure. Expand NASDAQ : NBIS Nebius Group Today's Change ( -0.19 %) $ -0.18 Current Price $ 92.70 Key Data Points Market Cap $23B Day's R...

The commission, the EU’s executive arm, said that the agreement is unlikely to affect competition in the bloc.

格隆汇2月11日｜美元兑日元跌幅扩大，最新报154.20，下跌1.07%。

格隆汇2月11日｜据纽约联储，第四季度抵押贷款和学生贷款的早期违约率上升，汽车贷款、信用卡贷款和房屋净值信贷额度贷款的违约转移率保持稳定。

Image source: The Motley Fool. Tuesday, February 10, 2026 at 8:30 a.m. ET Call participants Chief Executive Officer — John J. Zillmer Chief Financial Officer — James J. Tarangelo Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Organic Revenue -- $4.8 billion, up 5%; the quarter was negatively impacted by a calendar shift, which management estimated reduced growth by 3% (approximately $125 million). -- $4.8 billion, up 5%; the quarter was negatively impacted by a calendar shift, which management estimated reduced growth by 3% (approximately $125 million). Adjusted Operating Income (AOI) -- $263 million, 1% higher on a constant currency basis, with calendar effects estimated to reduce AOI by $25 million, implying underlying growth of approximately 11%. -- $263 million, 1% higher on a constant currency basis, with calendar effects estimated to reduce AOI by $25 million, implying underlying growth of approximately 11%. GAAP EPS and Adjusted EPS -- GAAP EPS was $0.36, adjusted EPS was $0.51; the calendar shift decreased adjusted EPS growth by roughly 13%. -- GAAP EPS was $0.36, adjusted EPS was $0.51; the calendar shift decreased adjusted EPS growth by roughly 13%. Client Retention -- Management explicitly cited record-high retention at a time in the fiscal year when normally we would have lost a little bit of business by now. So we are very pleased with the results to date. We are hyper-focused on it. It is a very important part of our compensation systems. People are very aware of how seriously we all take this as an organization. So we are pleased. We are driving for success. We want to get better every day. client retention rates in both US and International segments, surpassing prior-year benchmarks at this point in the year. -- Management explicitly cited record-high retention at a time in the fiscal year when normally we would have lost a little bit of business by now. So we are very pleased with the results to date. We are hyper-focused...

Jefferies upgraded power producer Vistra Corp. to buy on Monday, arguing that the share price doesn't accurately reflect the likelihood of future data center deals. The investment bank also increased its 12-month price target for the Irving, Texas-based company, to $203 per share from $191 previously, suggesting about 30% upside from Monday's close. Vistra shares briefly rose as much as 5.5% in early trading Tuesday. Vistra is down about 25% since announcing a deal last September to supply an unnamed buyer with 1,200 megawatts of power from its Comanche Peak nuclear plant, about 40 miles from Ft. Worth, Texas. Data center developers have created strong demand for power from existing nuclear plants. The pullback in the stock, today valued at some $52 billion, provides an attractive entry point, according to Jefferies. "It is impossible to 'call bottom' but we argue shares have more ways to positively surprise," Jefferies analyst Julien Dumoulin-Smith told clients in a note. "VST is not pricing in material upside from future data center deals at this level." Vistra shares are down more than 6% so far in 2026. VST 1Y mountain Vistra shares over the past year.

由于劳动力需求走软抑制了薪资涨幅，美国第四季度劳动力成本增速意外放缓， 创下四年半以来最小年度增幅 。 美国劳工部劳工统计局周二公布，衡量劳动力成本最全面指标 —— 就业成本指数（ECI） 上季度环比上涨 0.7% ，低于第三季度的 0.8%。路透社调查经济学家此前预期为增长 0.8%。 截至 12 月的 12 个月里，劳动力成本同比上涨 3.4% ，为 2021 年第二季度以来最小涨幅；截至 9 月的年度涨幅为 3.5%。 政策制定者将就业成本指数视为衡量劳动力市场松紧程度和核心通胀的较佳预测指标之一，因为该指数已对就业结构和岗位质量变化做出调整。 劳动力市场表现疲软正在抑制薪资增长。美国政府上周公布，12 月每个失业人员对应 0.87 个职位空缺 ，低于 11 月的 0.89，一年前该比例约为 1.08。 尽管薪资压力有所缓解，但进口关税推高了商品价格，使通胀仍处于高位。 经济学家预计，美联储 上半年将维持利率不变 。美联储上月将基准利率维持在 3.50%–3.75% 区间。 占劳动力成本主要部分的 工资和薪金 上季度上涨 0.7%，第三季度为上涨 0.8%；同比上涨 3.3%，低于截至 9 月的 3.5%。经通胀调整后，截至 12 月的 12 个月整体实际工资上涨 0.7%，第三季度为上涨 0.6%。 责任编辑：郭明煜

The Road to embedded world: Enclustra Highlights Andromeda RFSoC, AMD Versal SoC, and Edge AI Solutions By Chad Cox Production Editor Embedded Computing Design Blog Image Credit: Enclustra Enclustra will be located at Booth 3A-331 during this year's embedded world Germany where it will highlight its next-generation FPGA and SoC innovations. The booth will host an interactive Enclustra Product Wall, highlighting the latest Andromeda RFSoC and SoC modules, including the powerful Andromeda XRU50, the newly introduced XRU30 for scalable, high-performance RF applications, and the Andromeda XVE70 based on AMD Versal SoC for advanced edge AI and signal processing. Visitors will see the introduction of new EAP Kits and Base Boards designed to accelerate development, alongside the SiMa Dev Kit, developed in partnership with SiMa.ai, supporting energy-efficient Physical AI and computer vision at the edge. Also showcased will be the Andromeda, Mercury, and Mars families, including the new Mercury+ XU61, plus ruggedized VPX/VNX+ solutions for harsh environments. To round out Enclustra’s booth experience, the company will offer live partner demos that are said to bring real-world innovation to life across wireless and RF, aerospace and defense, industrial robotics, satellite communications, AI-powered smart cities, and Physical AI innovations. For more information, visit enclustra.com. Learn about all the latest news and articles about embedded world. Secure your free ticket, click here. Exhibiting at embedded world? Download our Marketer's Guide to embedded world.

Company Logo Key market opportunities in India's digital ad market include regional content targeting non-metro audiences, growth in influencer-led social commerce, increased CTV investments, and advancing adtech for AI and compliance. Retail media is emerging as a vital channel, with strategic partnerships enhancing ecosystem expansion. Indian Digital Ad Spend Market Indian Digital Ad Spend Market · GlobeNewswire Inc. Dublin, Feb. 10, 2026 (GLOBE NEWSWIRE) -- The "India Digital Ad Spend Market Size & Forecast by Spend Value Across 100+ KPIs by Type of Advertising Channel, Format & Media, Platforms, Pricing Models, Industry, Digital Ecosystem, and Media Buying Method - Databook Q1 2026 Update" report has been added to ResearchAndMarkets.com's offering. The digital ad spend market in India is expected to grow by 10.1% annually, reaching US$14.56 billion by 2026. The digital ad spend market has experienced robust growth during 2020-2025, achieving a CAGR of 8.6%. This upward trajectory is expected to continue, with the market forecast to grow at a CAGR of 12.0% from 2026 to 2029. By the end of 2029, the digital ad spend market is projected to expand from its 2025 value of US$13.22 billion to approximately US$20.46 billion. India's digital ad market is undergoing structural change. The push toward regional content, creator ecosystems, OTT-led video, and retail media is fragmenting traditional budget allocations. Advertisers are increasingly prioritizing measurable outcomes, compliance readiness, and platform diversification. These trends will likely intensify, reshaping the media buying playbook for both legacy brands and digital natives. India's digital advertising market is entering a phase of strategic diversification, regulatory transformation, and audience segmentation. Competitive intensity is rising across platform types, with retail media, vernacular content, and privacy compliance becoming key differentiators. Future winners will be those who align with regula...

kanruthai khamthet/iStock via Getty Images I've stayed positive on ORIX Corporation ( IX ) (8591.T). The company's 9MFY2026 (YE March 31) repurchases and net profit exceeded my expectations. This warrants a more demanding valuation. My previous November 14, 2025, update highlighted ORIX's above-consensus 2Q earnings and improved full-year outlook. An Overview Of The Group's Units Corporate Presentation Return Threshold Was Surpassed The company's recent results were disclosed on Monday, Feb 9. I'm surprised by the strength of its financial performance and cash distributions. ORIX's ¥0.39 trillion 9M bottom-line represented almost nine-tenths of the FY26 management guide. It implies a 43.3% year-on-year rise. In the mid-Nov '25 write-up, I stressed that the firm "can generate consistent income from asset monetization activities" like "real estate or private equities exits." This was the main reason for its good year-to-date showing. EBIT Split By Division Investor Slides As per the chart presented above, ORIX's "Investments" category was the star, with its operating income doubling YoY in 9MFY26. I cited the partial sale of "an Indian decarbonization business called Greenko" in my Nov. 14 piece. That generated proceeds of close to ¥0.1 trillion in the latest nine-month period. At its analyst call , the enterprise mentioned that "we sold several properties, including Hotel Universal Port VITA as well as office buildings and rental condos." ORIX's 9MFY2026 capital gains jumped 39.7% to ¥197 billion , accounting for half of total net profit. Separately, it has been returning capital to stockholders aggressively. My November 2025 piece noted that ORIX's "repurchase program" was "enlarged by 50% to ¥0.15 trillion." The group has already completed 85 percent of the targeted buybacks by January 31. That's two months before the plan's expiry. It is committed to "steady progress on acquiring shares to complete our full share buyback program" at the 9M briefing. Earlier, ORIX ...

特朗普媒体与技术集团（DJT）和美国比特币公司（ABTC）随数字资产下跌，尽管梅拉尼娅·特朗普的迷因币自10月“闪崩”以来表现优于大盘。 责任编辑：张俊 SF065

Earnings Call Insights: CVS Health Corporation (CVS) Q4 2025 Management View CEO J. Joyner opened by stating, "2025 was a meaningful year of progress for CVS Health," emphasizing ongoing efforts to simplify health care and improve affordability and accessibility. Joyner highlighted the company's delivery of adjusted operating income of $2.6 billion and adjusted EPS of $1.09 for the fourth quarter, and reaffirmed the full year 2026 adjusted EPS guidance range of $7 to $7.20. Joyner reported full year 2025 adjusted EPS of $6.75 and operating cash flow of $10.6 billion, both surpassing initial expectations. In Aetna, Joyner cited a year-over-year adjusted operating income improvement of over $2.6 billion and noted, "We refreshed our leadership team, improved our culture and strengthened our key points of distinction, including the capabilities that enabled our leading Stars position among national payers." Joyner addressed the 2027 Medicare Advantage advanced rate notice, calling it "disappointing" but stated, "our commitment to margin recovery at Aetna is unchanged. We remain laser-focused on improving margins in our Medicare business while ensuring we have a sustainable and compelling product offering." On the pharmacy business, Joyner cited the completion of the transition to a cost-based reimbursement model, calling it a “significant step in creating a more transparent and stable pharmacy market for the long term.” CFO Brian Newman stated, "In 2025, we delivered full year revenue of over $400 billion, adjusted EPS of $6.75, and operating cash flow of $10.6 billion, all of which meaningfully outperformed our initial expectations for the year." Newman also reported Q4 revenue of over $105 billion, adjusted operating income of $2.6 billion, and adjusted EPS of $1.09, with modest declines from the prior year quarter driven by expected factors. Outlook CVS Health reaffirmed its guidance for full year 2026 revenue of at least $400 billion and adjusted EPS in the range of...

“We save $7,000 per month in our taxable account, and we are both maximizing our 401(k) plans.”

By Laila Kearney Feb 10 (Reuters) - Microsoft is exploring using superconducting power lines in its data centers, which could potentially accelerate its massive U.S. build-out of the server ​warehouses by making them more energy-efficient, the company said on Tuesday. Big Tech's effort to ‌swiftly build and electrify giant data centers across the U.S. to expand technologies like artificial intelligence has been slowed by ‌the country's aging power system and constrained electricity supplies. Microsoft said recent tests of high‑temperature superconductor cables have shown that the power lines can deliver the same amount of electricity as traditional cables while taking up less space. "The technology helps us scale power density without expanding our physical footprint," Husam Alissa, ⁠who leads the Systems Technology Team ‌at Microsoft's CO+I CTO Office. "It can also help us reduce the size of power transmission infrastructure and lower community impact." High-temperature superconductor cables use a ceramic-like ‍material that transports electricity more efficiently than conventional copper and aluminum conductors, which are used widely in power infrastructure. Deploying the cables, which are not currently used in data centers, could shorten the time it takes to power ​the large server warehouses. Microsoft said the technology could allow it to increase electrical density inside facilities ‌without expanding infrastructure like substations. The company, however, did not disclose its investment in superconducting technology or when it would be able to deploy them in its data centers. U.S. government research shows the electricity use of data centers may consume about 12 percent of U.S. power supplies by 2028, a tripling from four years earlier, which would require more infrastructure to generate and transport ⁠the electricity. Single data center campuses being built today will ​require more than one gigawatt of electricity at a single ​location, enough to power about ...