At the start of Parliament, 20 MPs are randomly selected to take priority and so their bills are most likely to see progress. Hobhouse is not one of them, meaning her bill will join the back of a long queue.

In the days after Nicolás Maduro was abducted by US special forces, hundreds of journalists from as far away as Japan flocked to Colombia’s border with Venezuela hoping to witness the fallout from one of the most dramatic moments in South America’s recent history. None were granted visas to enter. Those who tried to do so anyway were detained and thrown out. But last weekend a team of reporters was finally allowed to visit Caracas. Not the award-winning correspondents from outlets like CNN, Sky News and the BBC, who were among those left waiting at the border in January, but reporters from Newsmax, a conservative network owned by Donald Trump’s billionaire friend Chris Ruddy. “We are here in the shadow of the great monument to Simón Bolívar, the great liberator … of Latin America. And … now we have a new great liberator, Donald Trump,” Ruddy told his channel’s correspondent as he stood in Caracas’s historic Plaza Bolívar celebrating the US president’s “almost miraculous” overthrowing of Maduro. “Just one military strike: boom! It was done,” the Mar-a-Lago-frequenting media mogul enthused, claiming Venezuelans all across the country were “really excited about what Trump is doing”. On Saturday, the anchor for the Florida-based broadcaster, Rob Schmitt, was even granted an “exclusive” audience with one of Venezuela’s most powerful men, the president of the national assembly, Jorge Rodríguez, who is also the brother of the acting president, Delcy Rodríguez. “In the last 36 days, we have had a very good understanding and relationship working with the government of the United States,” Jorge Rodríguez said in what is thought to be the first such interview since Maduro’s capture. Rodríguez called for a “win-win relationship” and touted some of the world’s biggest reserves of oil, gold and natural gas. “As President Donald Trump has mentioned recently, there’s a lot to be done,” he added, switching to English when asked how Venezuela’s people felt about the arrival of capita...

suesmith2/iStock via Getty Images Despite the myriad concerns around the economy and the markets, equities continue to be quite resilient. One source of stability for stocks is that over 60% of trading volume these days comes from passive investing and is largely on 'autopilot,' barring some major disruption to these flows. Nearly 15 cents of every dollar going into major index funds currently flows to just two stocks, NVIDIA Corporation ( NVDA ) and Alphabet ( GOOG ) . GuruFocus Both of these names sport higher market caps than the annual GDPs of either the U.K. or France, both nations with over 60 million citizens. The Magnificent Seven now makes up roughly a third of the entire market cap of the U.S. equity markets. These are factors behind the huge valuation levels of equity viewed through a historical lens. NASDAQ Price to Sales ratio (Macrotrends) However, projecting when this bull market will end is a fool's errand at this point. This is why 75% of my portfolio allocation remains in covered call holdings in the few stocks I am finding in the current market still sporting reasonable valuations. In today's article, I highlight five fairly esoteric numbers that nonetheless should give prudent investors some pause. #1 - 16 That is the number of AI focused tech firms that aired advertisements during Super Bowl 60 on Sunday. These included offerings from large and well-known names like Amazon ( AMZN ), Alphabet ( GOOG ), and OpenAI ( OPENAI ), as well as newcomers like Base44, Genspark, and Rippling. This is the most expensive advertising market on the planet. Each 30 second spot this year cost between $8 million and $10 million to reach the estimated 130 million Americans that watched the game. Ironically, it appears the most memorable ads were for potato chips and beer . Long time investors might recall that there was a surge in internet focused commercials during the Superbowl in the last vestiges of the Internet Boom including the infamous sock puppet commercia...

Australia defended a detained journalist despite the risks. Britain’s muted response to a media mogul’s harsh sentence suggests a narrowing view of what confrontation is worth If the sentence handed to the media mogul Jimmy Lai was meant to surprise, it would have been shorter. Twenty years behind bars is not a burst of rage. It is a sentence designed to make repression routine in Hong Kong. The 78-year-old founder of the shuttered pro-democracy newspaper Apple Daily is now likely to die in prison after being convicted of sedition. The court was telling Hongkongers what kind of place they now live in, and signalling to foreign governments what kind of relationship Beijing expects them to accept. China’s national security law, imposed on Hong Kong in 2020, was designed to dismantle the former British colony’s pro-democracy movement and to place freedom of expression under permanent political constraint by the Chinese Communist party. From 2020 to 2026, at least 385 individuals have been arrested and 175 convicted under national security-related offences. Continue reading...

Sensible plans to boost collaboration between councils may not be enough to tilt the balance away from private providers Nearly 55,000 children in England live with foster carers, and despite a recent fall in the number of children in care , pressure on the system remains intense. Rising costs and the growing role of private providers in residential care and foster placements have exposed deep weaknesses, yet reform has lagged behind the crisis in children’s homes. Only now have ministers set out plans to reshape fostering . The test is whether their plan fixes the system, or papers over its cracks. The main thrust of a new policy paper from the Department for Education is that more foster carers are needed to meet a target of 10,000 additional non-profit places by 2029. The children’s minister, Josh MacAlister, who previously led a review of the sector under the Tories, likened the plan to the Homes for Ukraine scheme, which saw nearly 74,000 people volunteer to host refugees fleeing the war. A national recruitment campaign can be expected soon. With around a third of all current carers aged over 60, it makes sense to try to attract new people to their ranks. Continue reading...

Earnings Call Insights: Datadog (DDOG) Q4 2025 Management View CEO Olivier Pomel reported “a very strong Q4 and overall, a really productive 2025,” emphasizing acceleration in revenue growth “driven in large part by the inflection of our broad-based business outside of the AI-native group of customers.” Pomel highlighted that the company closed record bookings of $1.63 billion, including 18 deals over $10 million in TCV, with two deals surpassing $100 million. Pomel stated that churn remained low and gross revenue retention was “stable in the mid- to high 90s,” reflecting the essential nature of Datadog’s platform for customers. He noted revenue reached $953 million for Q4, a 29% year-over-year increase, with customer count rising to about 32,700. The number of customers with an ARR of $100,000 or more grew to 4,310, accounting for roughly 90% of ARR. Free cash flow for the quarter was $291 million, with a free cash flow margin of 31%. Product adoption metrics improved, with 84% of customers using two or more products and 55% using four or more. The number of customers using six, eight, and ten or more products also continued to climb year over year. Pomel noted that “infrastructure monitoring contributes over $1.6 billion in ARR,” log management surpassed $1 billion, and APM and DEM products also exceeded $1 billion in ARR, with core APM described as the “fastest-growing core pillar.” Pomel outlined significant AI-driven innovation, including the launch of Bits AI SRE Agent for general availability and rapid growth in MCP server usage, which saw “the number of tool calls growing 11-fold in Q4 compared to Q3.” AI-driven observability and security products were key highlights, with LLM Observability now used by over 1,000 customers. In customer wins, Pomel cited an 8-figure deal with a major AI model company, large expansions with e-commerce and fintech platforms, and further penetration in large enterprise accounts. These deals were driven by platform consolidation ...

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xAI co-founder Tony Wu abruptly announced his resignation from the company late Monday night, the latest in a string of senior executives to leave the Grok-maker in recent months. In a post on social media , Wu expressed warm feelings for his time at xAI, but said it was "time for my next chapter." The current era is one where "a small team armed with AIs can move mountains and redefine what's possible," he wrote. The mention of what "a small team" can do could hint at a potential reason for Wu's departure. xAI reportedly had 1,200 employees as of March 2025 , a number that included AI engineers and those focused more on the X social network. That number also included 900 employees that served solely as "AI tutors," though roughly 500 of those were reportedly laid off in September . Read full article Comments

格隆汇2月11日｜WTI原油日内下跌1.00%，现报63.79美元/桶。

Temperatures in northern Europe have been so low that citizens of Estonia can now drive across a 20km stretch of frozen sea linking the country’s two main islands. The so-called “ice road” connecting the islands of Saaremaa and Hiiumaa, located in western Estonia between the Baltic Sea and the Gulf of Riga, was officially opened on Sunday with a line of cars waiting to use it that afternoon. Authorities decided to open the ice road after local residents spontaneously began driving across the frozen sea, exposing themselves to serious risks. Ferries had struggled to keep up regular service in the frozen sea after weeks of temperatures dropping to -10C (14F). People living on the smaller island of Hiiumaa, with a population of about 9,000, travel to Saaremaa, population roughly 31,000, for shopping, a cup of coffee or to drop-off children at school. Getting to the larger island also ensures connection to mainland Estonia. View image in fullscreen Authorities decided to open the ice road after local residents spontaneously began driving across the frozen sea, exposing themselves to serious risks. Photograph: Janis Laizans/Reuters While opening the ice road came out of necessity, Hergo Tasuja, the mayor of Hiiumaa, said it was also “part of our culture”. “For generations and generations, local people who live here, especially those who live near the sea, swim and use boats in the summertime,” Tasuja said. “And in winter, it’s in their blood to go to the sea” and step out on the ice. The “ice road” is essentially a marked corridor on the frozen sea where specialists have determined the ice is thick enough to sustain the weight of driving cars. Preparing the road is not easy, said Marek Koppel, a road maintenance supervisor at Verston Eesti, the Estonian construction company in charge of building and managing the road. Workers have to measure ice thickness every 100 metres to determine the areas with more than 24cm of ice, the minimum required for safety. They smooth over...

Taiwan Semiconductor Reports 37% January Revenue Growth on AI Demand GuruFocus

达拉斯联储行长Lorie Logan表示，她对通胀继续下降持乐观态度，但只有在劳动力市场出现“实质性”疲软的情况下，才会支持进一步降息。 “接下来的几个月里，我们将了解到通胀是否正在向目标水平回落，以及劳动力市场是否保持稳定，”Logan周二在奥斯汀的一场活动致辞中表示。 她说，“如果情况确实如此，表明目前的政策立场是合适的，无需进一步降息即可实现我们的双重使命目标，相反，如果看到通胀下降的同时劳动力市场进一步实质性降温，那么再次降息可能是合适的。” Logan今年在联邦公开市场委员会（FOMC）拥有投票权。在2025年底连续三次降息后，她支持FOMC在1月份会议上维持利率不变的决定。去年10月和12月Logan曾公开反对降息，理由是通胀依然过高且劳动力市场处于平衡状态。 周二，这位达拉斯联储行长重申了上述观点。她表示，过去六个月左右的招聘情况接近美联储研究人员估计的“平衡率”，即创造就业的速度与人口增长相匹配。她“尚不能完全确信通胀正一路向2%回落”。 在接掌达拉斯联储之前，Logan曾在纽约联储管理央行的资产组合。周二她还谈到了央行近几个月采取的资产负债表举措。 去年年底，随着政府借贷增加，加之美联储缩减债券持有量的行动从金融体系中抽走了现金储备，融资市场的波动性激增。美联储随后转向重新扩大资产负债表以缓解流动性压力，并自12月12日以来购买了约1100亿美元的国库券。 Logan表示，这一过程在性质上属于技术性的，与货币政策立场无关。 她补充说，如果央行在银行体系中维持充足的储备水平，那么随着时间的推移，包括三方一般抵押品利率在内的货币市场利率平均应接近准备金利率。 责任编辑：丁文武

This article first appeared on GuruFocus. The sharp rise in memory chip prices is increasingly shaping equity performance across the global technology sector, with investors watching a growing split between companies benefiting from the squeeze and those absorbing the cost pressure. Since the end of September, a Bloomberg gauge tracking global consumer electronics makers has fallen 10%, reflecting concerns that rising memory costs could weigh on margins, while a basket of memory producers including Samsung Electronics has surged roughly 160%. Some investors appear to be pricing in a relatively short disruption, but fund managers such as Fidelity International's Vivian Pai have suggested that supply tightness could persist through the rest of the year, potentially extending beyond the one-to-two-quarter normalization many valuations currently assume. Recent earnings commentary indicates that memory shortages are no longer a peripheral issue. Honda Motor (NYSE:HMC) has flagged emerging supply risks tied to memory components, while Qualcomm (NASDAQ:QCOM) dropped more than 8% after warning that constrained memory availability may limit smartphone production. Nintendo (NTDOY) posted its steepest decline in 18 months after cautioning that higher memory costs could pressure margins. PC makers have been among the most exposed, with Lenovo and Dell each falling more than 25% from their October peaks, while Logitech has slid nearly 30% from a November high. Similar concerns have weighed on Chinese electric vehicle and smartphone makers, including BYD (BYDDF) and Xiaomi (XIACY), as investors assess whether elevated chip prices could further weaken demand. At the same time, heavy AI infrastructure spending by US hyperscalers is reshaping memory supply dynamics. Investment by companies such as Amazon.com has shifted production capacity toward high-bandwidth memory used in AI systems, reducing availability of conventional DRAM and contributing to what some market participants des...

Taiwan Semiconductor Manufacturing (TSMC) stock just hit a record high. Here's why MSN

格隆汇2月11日｜美国白宫：特朗普将于周四签署废除气候规则的决议。

格隆汇2月11日｜Saks Global宣布将采取进一步举措，以强化其在奢侈品零售领域的市场定位，并推动实现可盈利且可持续的增长。

格隆汇2月11日｜市场消息：阿布扎比投资机构MGX接近参与Anthropic的融资。

Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US, on Wednesday, June 4, 2025. David Paul Morris | Bloomberg | Getty Images Alphabet's debt sale keeps getting bigger. The company is close to finalizing a global bond issuance in excess of $30 billion, according to two people familiar with the deal, an increase from the $20 billion it raised on Monday. On Tuesday morning, Alphabet went to the European market to raise roughly $11 billion in sterling and Swiss francs, said the people, who asked not to be named because the details are private. Bloomberg reported earlier that Alphabet raised almost $32 billion. Investors are showing heightened demand for high-quality paper from tech heavyweights that are leading the charge in artificial intelligence, one source said. In its earnings report last week, Alphabet said it expects to shell out up to $185 billion in capital expenditures this year, more than double its 2025 capex. The group of hyperscalers, which also includes Amazon , Meta and Microsoft , are projected to collectively spend close to $700 billion in 2026. With tech companies pouring money into high-priced chips, large facilities and networking technology, analysts expect free cash flow to plummet this year. Oracle was the first large tech company to test the debt market in 2026, with its $25 billion dollar offering last week. Meta is preparing a large debt offering in first part of this year, as it looks to accelerate its data center push across the U.S., the sources said. Alphabet held a $25 billion bond sale in November. Its long-term debt quadrupled in 2025 to $46.5 billion. CFO Anat Ashkenazi said on last week's earnings call that as the company considers its total investment, "we want to make sure we do it in a fiscally responsible way, and that we invest appropriately, but we do it in a way that maintains a very healthy financial position for the organization." — CNBC's Jennifer El...

Abu Dhabi’s MGX is nearing a deal to join Anthropic PBC ’s latest funding round, people familiar with the matter said, adding to its commitment to one of the most prominent artificial intelligence startups. MGX is in talks to provide hundreds of millions of dollars to Anthropic as part of a funding round that’s set to raise more than $20 billion overall, the people said, asking not to be identified because the details are private. An announcement about the proposed investment is likely in the coming days, the people said. No final decisions have been made and the size and structure of the investment could change, the people said. A representative for MGX declined to comment, while a spokesperson for Anthropic didn’t immediately respond to queries. The OpenAI rival was initially seeking $10 billion but is now on track to raise more than double that amount at a $350 billion valuation, thanks in part to excess investor interest. It has lined up checks north of $1 billion each from Coatue Management , Singapore’s GIC Pte and Iconiq Capital in its latest financing, Bloomberg News has previously reported. Read More: Anthropic Releases New Model That’s Adept at Financial Research The firm has since become a breakout success, more than doubling its revenue run rate. It recently released a new version of its most powerful AI model that’s designed to carry out financial research, shortly after its push into legal services upended the stocks of legacy software makers. For its part, MGX has emerged as a prolific investor since it was set up two years ago. Alongside Anthropic, the firm has snapped up stakes in OpenAI and Elon Musk’s xAI – a rare investing hat trick . It also participated in one of last year’s largest deals, the $40 billion takeover of Aligned Data Centers with BlackRock Inc. Read More: Abu Dhabi’s MGX Helps Bankroll Trump’s $100 Billion AI Plan The latest funding round would nearly double Anthropic’s prior valuation and comes just five months after the company r...

Key Points GPU reselling alone is not a durable long-term model. Owning more of the stack can change CoreWeave’s economics. Platform strategy increases customer stickiness. 10 stocks we like better than CoreWeave › One of the most underappreciated developments in 2025 wasn't CoreWeave's (NASDAQ: CRWV) revenue growth or backlog expansion. It was how deliberately the company began repositioning itself. Over the course of the year, CoreWeave invested in orchestration software, automation tools, and vertical integration initiatives designed to move it beyond the perception of being "just" a GPU cloud provider. The strategic intent is clear: The company wants to become a durable artificial intelligence (AI) infrastructure platform, not a commodity hardware intermediary. 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 » That distinction matters far more than it might initially appear. Why GPU reselling is a fragile model One of the main reasons investors got excited about CoreWeave is its seemingly unlimited upside potential as companies race toward AI dominance over the long run. As a specialized provider of AI cloud computing, the tech company is well positioned to benefit from this massive tailwind. But infrastructure businesses that rely solely on reselling capacity tend to face margin pressure over time. As hardware becomes more available and competition intensifies, differentiation shifts away from raw supply and toward efficiency, reliability, and integration. GPU capacity alone is unlikely to remain scarce forever. When that happens, companies without deeper operational advantages risk competing on price. CoreWeave's platform ambitions are a response to that reality. Owning more of the stacks changes the game By controlling more of the infrastructure stack -- from data center capacity and power to...

New York, Feb 10, 2026, 13:50 EST — Regular session After a choppy week, Qualcomm shares picked up roughly 0.5% in afternoon trading. Morgan Stanley is back on coverage, assigning an underweight rating and putting the target at $132. A Qualcomm executive disclosed a stock sale in a Form 4, executed through a pre-set 10b5-1 trading plan. QUALCOMM Incorporated edged up 0.5% to $139.61 on Tuesday, clawing back a bit following a run of sharp volatility driven by concerns over smartphone demand and supply of components. The stock held its ground, despite Morgan Stanley’s move to resume coverage at “underweight” and slap a $132 price target on it. The firm argued that “earnings power is already optimized” and flagged a possible memory shortage, which could spell “a tough Android environment” before the year’s out. Morgan Stanley added that handset volumes are likely to be squeezed by tight memory supply, and called out Apple share loss plus the limited scale of the auto segment as investors hunt for growth offsets. 1 The warning comes just days after Qualcomm flagged that its latest quarterly revenue and earnings would fall short of Wall Street’s expectations, citing a global memory chip shortage that’s hampering handset manufacturing. That squeeze, the company said, continues to drag on smartphone demand—especially in China. 2 Other chip players tied to smartphones, like Arm, are feeling the squeeze too. With memory suppliers shifting focus to data centers, Android handset production is facing real pressure. How long can builds stay on schedule? Not clear. Reuters says this shortage might drag on through 2027. 3 A family trust connected to Heather S. Ace, Qualcomm’s executive vice president and chief human resources officer, unloaded 3,200 shares at $137 apiece, according to a Monday filing. The sale, disclosed in a Form 4, went through under a Rule 10b5-1 trading plan, which lets insiders set up sales ahead of time. 4 Traders are watching to see if memory supplies rebou...

Fund Update: 137,512 ALPHABET (GOOG) shares added to HOMESTEAD ADVISERS CORP portfolio Quiver Quantitative

格隆汇2月11日｜美国白宫：特朗普将于明日在白宫与以色列总理内塔尼亚胡举行双边会晤。

格隆汇2月11日｜美国白宫：特朗普将于周五前往北卡罗来纳州。

At Holdings Channel, we have reviewed the latest batch of the 26 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Vertiv Holdings Co (Symbol: VRT) was held by 11 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen. Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in VRT positions, for this latest batch of 13F filers: In terms of shares owned, we count 3 of the above funds having increased existing VRT positions from 09/30/2025 to 12/31/2025, with 4 having decreased their positions and 1 new position. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the VRT share count in the aggregate among all of the funds which held VRT at the 12/31/2025 reporting period (out of the 4,456 we looked at in total). We then compared that number to the sum total of VRT shares those same funds held back at the 09/30/2025 period, to see how the aggregate share count held by hedge funds has moved for VRT. We found that between these two periods, funds reduced their holdings by 2,477,503 shares in the aggregate, from 81,231,543 down to 78,754,040 for a share count decline of approximately -3.05%. The overall top three funds hold...