Assurant press release ( AIZ ): Q4 Non-GAAP EPS of $5.61 beats by $0.11 . Revenue of $3.35B (+8.1% Y/Y) beats by $70M . More on Assurant Assurant: Letting The Cat Out Of The Bag Assurant Q4 2025 Earnings Preview Top 10 large-cap stocks with highest dividend safety grade Seeking Alpha’s Quant Rating on Assurant Historical earnings data for Assurant

NETSTREIT press release ( NTST ): Q4 FFO of $0.31 in-line. Completed Record Gross Investment Activity of $245.4 Million at 7.5% Blended Cash Yield for Fourth Quarter – – Reaffirms 2026 AFFO Per Share Guidance of $1.35 to $1.39 – – Increases Quarterly Dividend by 2.3% to $0.22 Per Share – – $46.4 Million of Forward Equity Sales through the ATM in January 2026 – – Achieved Investment Grade Rating of BBB- from Fitch Ratings in December 2025 – 2026 GUIDANCE The Company is reaffirming its full year 2026 AFFO per share guidance in the range of $1.35 to $1.39. The Company continues to expect 2026 net investment activity to range between $350.0 million to $450.0 million and cash G&A to range between $16.0 million to $17.0 million (exclusive of transaction costs and severance payments). In addition, the Company's AFFO per share guidance range includes $0.015 to $0.03 per share of estimated dilution due to the impact of the Company's outstanding forward equity calculated in accordance with the treasury stock method. FY FFO consensus is $1.32 FY Revenue consensus is $224.12M More on NETSTREIT Netstreit: A Texas-Based Retail REIT That Could Keep The Bulls Charging Netstreit: Reliable Yield And Solid Expansion, Yet Shares Appear Fully Priced Top performing retail REITs year to date for 2025 NETSTREIT gets BBB- issuer default rating from Fitch Seeking Alpha’s Quant Rating on NETSTREIT

Astera Labs Q4 Non-GAAP Earnings, Revenue Rise; Q1 Outlook Set marketscreener.com

Source: Bloomberg, 5:54

财联社2月11日讯（编辑 夏军雄） 据央视新闻，美国总统特朗普称他正在考虑，若与伊朗的谈判未能取得成果，或向中东地区再派遣一支美国航母打击群，为可能的军事行动做准备。 美国和伊朗上周五在阿曼恢复谈判，这是自6月以来双方首次重启对话。但与此同时，特朗普也在海湾地区推进大规模军事集结。 “要么我们达成协议，要么就必须像上次那样采取非常强硬的行动，”特朗普表示。 特朗普预计，第二轮美伊谈判将在下周举行。 “我们有一支舰队正在前往那里，另一支也可能会出动，”特朗普说。他补充称，自己正在“考虑”再派遣一支航母打击群。 美国官员证实，政府内部确实讨论过向该地区增派第二支航母打击群的可能性。 美国海军“亚伯拉罕·林肯”号航空母舰打击群上月已驶入中东。在加沙战争期间，美国曾在该地区长期同时部署两支航母编队。 不过，特朗普对外交途径仍表现出一定乐观情绪，称伊朗“非常想达成协议”。他认为，由于面临军事威胁，伊朗此次谈判的态度比以往更加认真。 “上一次他们并不相信我真的会动手，他们误判了局势，”特朗普说。他指的是去年6月美军对伊朗核设施的打击。 他说，这一次的谈判“非常不同”。 伊朗方面公开坚持，谈判内容只限于伊核问题，而且即便如此，也不会放弃其进行铀浓缩的权利。 这使得美国和以色列的一些强硬派认为，全面协议并不现实，特朗普应转而采取军事选项。 特朗普表示，任何协议都必须涵盖伊朗核计划，这是“毋庸置疑的”， 但他认为同时解决伊朗弹道导弹储备问题也是可能的。 “我们可以与伊朗达成一项伟大的协议，”他说。 以色列总理内塔尼亚胡将于周三访问华盛顿，他对达成重大协议的前景持强烈怀疑态度。 伊朗最高领袖高级顾问、国家安全委员会秘书阿里·拉里贾尼周二访问阿曼首都马斯喀特，并会见了阿曼苏丹和外交部长。 拉里贾尼将于周三前往卡塔尔首都多哈，与卡塔尔高级官员会谈。阿曼和卡塔尔是美伊之间两大关键调解方。 美国官员认为，拉里贾尼此行可能是在第二轮谈判前，通过调解方向美方传递伊朗立场。

NEW YORK, Feb. 10, 2026 (GLOBE NEWSWIRE) -- Apollo Commercial Real Estate Finance, Inc. (the “Company” or “ARI”) (NYSE: ARI) today reported results for the quarter and year ended December 31, 2025. Net income available to common stockholders per diluted share of common stock was $0.18 and $0.81 for the quarter and year ended December 31, 2025, respectively. Distributable Earnings (a non-GAAP financial measure defined below), and Distributable Earnings prior to realized loss on investments and realized gain on litigation settlement per diluted share of common stock were $0.26 and $0.26 for the quarter ended December 31, 2025, respectively and $0.98 and $1.05 for the year ended December 31, 2025, respectively. ARI issued a detailed presentation of the Company’s quarter and year ended December 31, 2025 results, which can be viewed at www.apollocref.com. Conference Call and Webcast The Company will hold a conference call to review fourth quarter and full year 2025 results on February 11, 2026 at 10am ET. To register for the call, please use the following link: https://register-conf.media-server.com/register/BI38479ef1e3ec49b4b441a21cb7cb9b63 After you register, you will receive a dial-in number and unique pin. The Company will also post a link in the Stockholders’ section on ARI’s website for a live webcast. For those unable to listen to the live call or webcast, there will be a webcast replay link posted in the Stockholders’ section on ARI’s website approximately two hours after the call. Distributable Earnings “Distributable Earnings,” a non-GAAP financial measure, is defined as net income available to common stockholders, computed in accordance with GAAP, adjusted for (i) equity-based compensation expense (a portion of which may become cash-based upon final vesting and settlement of awards should the holder elect net share settlement to satisfy income tax withholding), (ii) any unrealized gains or losses or other non-cash items (including depreciation and amortizatio...

You definitely don't want to pass up this opportunity. Overestimating how well your investments will perform can put your retirement savings in big trouble. If you expect a 20% average annual return over the course of your career and you only get a 10% average annual return, you'll wind up with a lot less money than you thought, even though you still made a strong profit. That's why it's generally best to plan for a lower rate of return on your savings -- with one exception. For many 401(k) owners, there is one way to get a 100% return on their investment year after year. Don't leave your 401(k) match on the table When your employer matches 100% of your 401(k) contributions, up to a certain percentage of your income, you instantly double your money. As long as you don't quit before you're fully vested in the plan, you can be assured of at least a 100% return on your 401(k) contributions. But that's just the start. Your contributions and your employer's match will remain invested for years or even decades. This means you could wind up with a much larger return on that money by retirement. Of course, not everyone with a 401(k) receives a match, and not everyone eligible for a match can claim the full amount. But it's worth getting what you can each year if you qualify for a match. Even a partial match could be worth thousands of dollars today and possibly tens of thousands of dollars by retirement.

Palantir And Cognizant Target Regulated AI Growth In Healthcare And Enterprise Yahoo Finance UK

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Palantir Technologies (NasdaqGS:PLTR) announced a partnership with Cognizant to accelerate AI driven modernization in healthcare and enterprise operations. The collaboration focuses on deploying Palantir Foundry and its Artificial Intelligence Platform (AIP) across regulated and complex environments. The agreement aims to create repeatable models for enterprise grade AI solutions across Cognizant's client base. For Palantir, known for its data platforms in government and defense, this deal broadens its reach in commercial healthcare and enterprise AI. Cognizant brings a large services footprint and existing client relationships, while Palantir contributes Foundry and AIP as core building blocks for data and AI projects. If you are tracking NasdaqGS:PLTR, this partnership highlights how the company is positioning its tools as standard infrastructure for complex, regulated industries. The rollout and scale of real world deployments with Cognizant clients may influence how investors view Palantir's role in broader enterprise AI adoption. Stay updated on the most important news stories for Palantir Technologies by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Palantir Technologies. NasdaqGS:PLTR Earnings & Revenue Growth as at Feb 2026 How Palantir Technologies stacks up against its biggest competitors The Cognizant partnership plugs Palantir’s Foundry and Artificial Intelligence Platform directly into large, regulated workflows such as healthcare claims and business process as a service operations, which are areas where data complexity and compliance barriers have traditionally slowed AI projects. For you as an investor, this points to Palantir trying to move from project-by-project wins to more standardized, repeatable AI solutions across a broad enterprise client base that could sit alongsi...

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Palantir Technologies (NasdaqGS:PLTR) announced a partnership with Cognizant to accelerate AI driven modernization in healthcare and enterprise operations. The collaboration focuses on deploying Palantir Foundry and its Artificial Intelligence Platform (AIP) across regulated and complex environments. The agreement aims to create repeatable models for enterprise grade AI solutions across Cognizant's client base. For Palantir, known for its data platforms in government and defense, this deal broadens its reach in commercial healthcare and enterprise AI. Cognizant brings a large services footprint and existing client relationships, while Palantir contributes Foundry and AIP as core building blocks for data and AI projects. If you are tracking NasdaqGS:PLTR, this partnership highlights how the company is positioning its tools as standard infrastructure for complex, regulated industries. The rollout and scale of real world deployments with Cognizant clients may influence how investors view Palantir's role in broader enterprise AI adoption. Stay updated on the most important news stories for Palantir Technologies by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Palantir Technologies. NasdaqGS:PLTR Earnings & Revenue Growth as at Feb 2026 How Palantir Technologies stacks up against its biggest competitors The Cognizant partnership plugs Palantir’s Foundry and Artificial Intelligence Platform directly into large, regulated workflows such as healthcare claims and business process as a service operations, which are areas where data complexity and compliance barriers have traditionally slowed AI projects. For you as an investor, this points to Palantir trying to move from project-by-project wins to more standardized, repeatable AI solutions across a broad enterprise client base that could sit alongsi...

Zillow Group Inc. forecast first-quarter profit that falls short of analyst estimates as the home-search site balances legal costs from ongoing litigation and expenses from the company’s partnership with Redfin. The Seattle-based company said Tuesday it sees adjusted earnings before interest, taxes, depreciation and amortization range with a midpoint of $167.5 million for the three months ending March 31, missing Wall Street’s estimates of $182.7 million. The shares fell as much as 8.6% in postmarket trading. The stock had fallen 20% this year through Tuesday’s close. While the US housing market might find some relief in 2026 after mortgage rates fell to their lowest level since 2022, homebuilders are still not confident about the market’s rebound. Fewer home sales and new home builds as well as high prices spell future challenges for Zillow, which makes more money the more activity there is in the housing market. The company is facing other headwinds too, including multiple lawsuits that question Zillow’s market dominance and Google’s decision to test a new real estate advertising format that could rival Zillow’s services. Chief Executive Officer Jeremy Wacksman said the way to think about the current state of the US housing market is in terms of marginal improvements, such as pricing balancing out and slightly lower mortgage rates. “The slope is in the right direction,” he said in an interview. “The challenge is we still have a long way to go. So we’re planning for a little bit of improvement.” Compass Inc. lost a bid last week to temporarily block Zillow’s ban on listings that have been advertised elsewhere first. The Federal Trade Commission also sued Zillow in September to block a $100 million deal that made the company the exclusive provider of information on apartment rentals offered by Rocket Cos. ’ Redfin. The company reported fourth-quarter adjusted Ebitda of $149 million, which fell short of analyst estimates.

Seeking Alpha More on Gilead Sciences Gilead Sciences: Buy This Stock For Both Dividend And Growth Gilead Sciences: Margin Expansion And Cash Flow Strength Underpriced Gilead: A Top GARP Biotech Play, But Momentum Weakens (Downgrade) Gilead Sciences Non-GAAP EPS of $1.86 beats by $0.03, revenue of $7.93B beats by $250M Gilead Q4 preview: Core portfolio, Yeztugo launch keep analysts optimistic ahead of earnings

Klaviyo press release ( KVYO ): Q4 Non-GAAP EPS of $0.19 beats by $0.02 . Revenue of $350.2M (+29.6% Y/Y) beats by $16.22M . Financial Outlook $ in millions FY26-Q1 Guidance FY26 Guidance Low High Low High Revenue $346 $350 $1,501 $1,509 Year-over-year Growth Rate 23.5% 25.0% 21.5% 22.5% Non-GAAP Operating Income $50 $53 $218 $224 Non-GAAP Operating Margin 14.5% 15.0% 14.5% 15.0% Fully Diluted Shares Outstanding (Millions) 307 312 Click to enlarge Shares +9.42% AH. More on Klaviyo Klaviyo: Under The Radar, With Strong Growth And Improving Profitability Klaviyo: This Rebound Is Just Getting Started Klaviyo, Inc. (KVYO) Presents at Barclays 23rd Annual Global Technology Conference Transcript Klaviyo Q4 2025 Earnings Preview Klaviyo unveils new ChatGPT app

Pegasystems press release ( PEGA ): Q4 Non-GAAP EPS of $0.76 beats by $0.03 . Revenue of $504.32M (+2.7% Y/Y) beats by $10.69M . Annual Contract Value ( ACV ) grows 17% year over year (14% in constant currency) Pega Cloud ACV increases 33% year over year (28% in constant currency) 2026 guidance of 15% ACV growth, $595M in cash flow from operations, and $575M in free cash flow Increases share repurchase authorization by $1B 2026 GAAP Non-GAAP (1) Revenue $2.0 Billion $2.0 Billion Diluted earnings per share $1.87 $2.75 Click to enlarge 2026 Cash provided by operating activities $595 million Free cash flow $575 million Click to enlarge Shares +2.3% . More on Pegasystems Pegasystems: 34% Drop Provides Buying Opportunity Ahead Of Q4 Earnings Pegasystems Inc. (PEGA) Presents at Barclays 23rd Annual Global Technology Conference Transcript Pegasystems Inc. (PEGA) Presents at UBS Global Technology and AI Conference 2025 Transcript Pegasystems Q4 2025 Earnings Preview Enterprise software stocks tumble as analysts mull growth acceleration amid AI impact

Australia's CSL profit falls 7% on weaker plasma sales, lifts buyback to $750 million Reuters

Welltower press release ( WELL ): Q4 FFO of $1.45 beats by $0.01 . Revenue of $3.18B (+41.3% Y/Y) beats by $190M . Shares -2.89% . Outlook for 2026 We are introducing our 2026 earnings guidance and expect to report net income attributable to common stockholders guidance in a range of $3.11 to $3.27 per diluted share and normalized FFO attributable to common stockholders in a range of $6.09 to $6.25 per diluted share. In preparing our guidance, we have made the following assumptions: Same Store NOI: We expect average blended SSNOI growth of 11.25% to 15.75%, which is comprised of the following components: Seniors Housing Operating approximately 15.0% to 21.0% Seniors Housing Triple-net approximately 3.0% to 4.0% Outpatient Medical approximately 2.0% to 3.0% Long-Term/Post-Acute Care approximately 2.0% to 3.0% Investments: Our earnings guidance includes only those acquisitions announced or closed to date. Furthermore, no transitions, restructures or capital activity beyond those announced to date are included. General and Administrative Expenses: We anticipate general and administrative expenses to be approximately $260 million to $270 million. General and administrative guidance and 2026 normalized FFO guidance include anticipated stock-based compensation expense of approximately $60 million, or approximately $0.08 per diluted share. Development: We anticipate funding an additional $370 million of development in 2026 relating to projects underway as of December 31, 2025. Dispositions: We expect pro rata disposition proceeds of $3.5 billion at a blended yield of 6.8% in the next twelve months. This includes approximately $2.7 billion of consideration from expected property sales and $0.7 billion of expected proceeds from loan repayments. FY FFO consensus is $6.05 FY Revenue consensus is $12.49B More on Welltower Welltower Vs. American Healthcare REIT: Why The Latter Is The Better Buy Today Top performing healthcare REITs year to date Realty Income, FRT, other real est...

Tuesday, February 10, 2026 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including NVIDIA Corp. (NVDA), Amazon.com, Inc. (AMZN) and Regeneron Pharmaceuticals, Inc. (REGN), as well as two micro-cap stocks National Presto Industries, Inc. (NPK) and AXIL Brands, Inc. (AXIL). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today. You can see all of today’s research reports here >>> Ahead of Wall Street The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning. You can read today's AWS here >>> Retail Sales, Import/Export Prices & Q4 Earnings Hit the Tape Today's Featured Research Reports Shares of NVIDIA have gained +4.4% over the past six months against the Zacks Semiconductor - General industry’s gain of +6.2%. The company is benefiting from the strong growth of artificial intelligence (AI) and high-performance accelerated computing. The growing demand for generative AI and large language models using graphics processing units (GPUs) based on NVIDIA’s Hopper and Blackwell architectures is aiding data center revenues. The continued ramp-up of Ada RTX GPU workstations in the ProViz end market, following the normalization of channel inventory, is acting as a tailwind. Collaborations with more than 320 automakers and tier-one suppliers are likely to advance its presence in the autono...

俄罗斯外长拉夫罗夫10日在首都莫斯科说，俄罗斯愿寻求通过对话解决乌克兰问题。据俄罗斯外交部网站消息，拉夫罗夫当天在俄“外交工作者日”庆祝活动上发表讲话说，在乌克兰问题上，俄方寻求对话，并以俄美元首阿拉斯加会晤达成的共识为基础加以解决。 (央视新闻)

Freshworks press release ( FRSH ): Q4 Non-GAAP EPS of $0.14 beats by $0.03 . Revenue of $222.7M (+14.4% Y/Y) beats by $3.94M . Cash, Cash Equivalents, Restricted Cash and Marketable Securities: Cash, cash equivalents, restricted cash and marketable securities were $843.7 million as of December 31, 2025. Full Year 2025 Financial Summary Results Revenue: Total revenue was $838.8 million, representing growth of 16% compared to total revenue of $720.4 million in 2024, and 16% adjusting for constant currency. GAAP Income (Loss) from Operations: GAAP income (loss) from operations was $13.2 million, representing an operating margin of 1.6%, compared to $(138.6) million, representing an operating margin of (19.2)% in 2024. Non-GAAP Income from Operations: Non-GAAP income from operations was $178.0 million, representing a non-GAAP operating margin of 21.2%, compared to $99.1 million, representing a non-GAAP operating margin of 13.8%, in 2024. GAAP Net Income (Loss) Per Share: GAAP diluted net income (loss) per share was $0.63 based on 293.8 million weighted-average shares outstanding, compared to $(0.32) based on 300.8 million weighted-average shares outstanding in 2024. Non-GAAP Net Income Per Share: Non-GAAP diluted net income per share was $0.66 based on 293.8 million weighted-average shares outstanding, compared to $0.43 based on 305.1 million weighted-average shares outstanding in 2024. Net Cash Provided by Operating Activities: Net cash provided by operating activities was $242.4 million, representing an operating cash flow margin of 28.9%, compared to net cash provided by operating activities of $160.6 million, representing an operating cash flow margin of 22.3%, in 2024. Adjusted Free Cash Flow: Adjusted free cash flow was $223.1 million, representing an adjusted free cash flow margin of 26.6% compared to $153.3 million, representing an adjusted free cash flow margin of 21.3% in 2024. More on Freshworks Freshworks: Looks Cheap, But The Risk Is Higher Than It Seems Fr...

【有線新聞】連接美加的戈迪豪國際大橋爭議持續，加拿大總理卡尼跟美國總統特朗普通電話，重申是與美國密歇根州政府共同擁有大橋，相信爭議最終能解決。 美國總統特朗普前一日要脅不容許新落成連接美加的戈迪豪國際大橋通車後，加拿大總理卡尼跟特朗普通電話磋商大橋通車爭議等議題。卡尼形容二人對話氣氛正面，認為有望解決問題，他反駁特朗普的指控，稱加拿大已斥資逾40億加元，當中採用加拿大及美國鋼鐵，以及聘用兩地工人建造大橋。重申大橋由加拿大政府及美國密歇根州政府共同擁有。 卡尼形容項目是兩國合作的好例子，期待大橋盡快通車，對兩國的商業和旅遊活動尤其重要，雙方同意繼續溝通，但沒有交代詳情。 特朗普早前在社交平台發文，指控加拿大貿易上佔美國便宜，又指項目幾乎沒有使用美國建材，要求跟加拿大立即展開談判，並獲分大橋至少一半擁有權。白宮發言人萊維特重申特朗普已在通話中表明立場，不能接受大橋營運和擁有權的安排，美國貿易代表格里爾接受霍士新聞專訪時指，美國期望與加拿大攤分大橋收益，又說大橋爭議會跟美加貿易問題分開談判。 這條長約2.4公里戈迪豪國際大橋原定今年通車，曾獲特朗普力撐，分析認為隨著美加緊張關係持續加劇，特朗普在貿易問題外增加施壓令加拿大作出更多讓步，才會突然轉軚威脅會阻撓通車。

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Abaxx Exchange’s new Excel integration and what it means for investors Abaxx Technologies (NEOE:ABXX) has announced a collaboration between Abaxx Exchange and ipushpull, allowing trading firms to stream Abaxx market data directly into Microsoft Excel, where many already track risk, positions, and exposures. The integration lets users subscribe to Abaxx Exchange datasets, including historical and real-time feeds, with spreadsheet values updating automatically as new data is published across active contracts. See our latest analysis for Abaxx Technologies. Abaxx Technologies’ recent Excel integration news comes at a time when momentum in the share price has picked up again, with a 4.65% 1 day and 13.35% 7 day share price return. The 1 year total shareholder return is very large and points to a stock where expectations and perceived growth potential have already shifted significantly. If this kind of fintech infrastructure story has your attention, it can be helpful to see what else is out there in similar themes. Take a look at 18 cryptocurrency and blockchain stocks as a starting point for other market driven opportunities. With the share price already delivering a very large 1 year return and trading at what looks like a steep discount to the CA$68.33 analyst target and intrinsic estimates, is there still mispricing here, or is the market already banking on future growth? Preferred Price-to-Book of 34.3x: Is it justified? Abaxx Technologies last closed at CA$45.00, and based on a P/B ratio of 34.3x compared with both its software peers and the wider Canadian Software industry, the shares look richly priced on this metric. The price to book ratio compares a company’s market value to its net assets on the balance sheet. It is often used for early stage or asset light software names where profits are not yet established. A P/B of 34.3x suggests investors are payi...

美国总统特朗普：我认为美联储主席提名人凯文·沃什同意所说的。 我认为2026年将会很棒。 重申股市应该因为好消息而上涨。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Mattel press release ( MAT ): Q4 Non-GAAP EPS of $0.39 misses by $0.16 . Revenue of $1.77B (+7.9% Y/Y) misses by $60M . FY26 revenue consensus of $5.62B, Non-GAAP EPS consensus of $1.76. Mattel’s full year 2026 guidance is: (in millions,except EPS and percentages) FY2026 Guidance FY2025 Actual Net Sales +3% to 6%* $5,348 Adjusted Gross Margin Approx. 50% 48.9% Adjusted Operating Income $550 - $600 $620 Adjusted Tax Rate Approx. 24% 20% Adjusted EPS $1.18 - $1.30 $1.41 Click to enlarge Shares -8.3% . More on Mattel Mattel Is Set For Acceleration In 2026 Mattel, Inc. (MAT) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript Mattel Q4 2025 Earnings Preview Mattel has a KPop Demon Hunters doll plan Seeking Alpha’s Quant Rating on Mattel

Diodes press release ( DIOD ): Q4 Non-GAAP EPS of $0.34 beats by $0.07 . Revenue of $391.58M (+15.4% Y/Y) beats by $11.55M . Gary Yu said, “For the first quarter of 2026, we expect revenue to be approximately $395 million, plus or minus 3 percent, representing a 19 percent increase year-over-year and a slight increase sequentially at the mid-point, which is significantly better than typical seasonality. GAAP gross margin is expected to be 31.5 percent, plus or minus 1 percent. Non-GAAP operating expenses, which are GAAP operating expenses adjusted for amortization of acquisition-related intangible assets, are expected to be approximately 26.5 percent of revenue, plus or minus 1 percent. We expect net interest income to be approximately $1.0 million. Our income tax rate is expected to be 18.5 percent, plus or minus 3 percent, and shares used to calculate diluted EPS for the first quarter are anticipated to be approximately 46.4 million.” Shares +5.5% AH. More on Diodes Diodes Incorporated: How Nexperia Could Shape The Path Ahead Diodes Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Diodes Historical earnings data for Diodes Financial information for Diodes

Hinge Health, Inc. press release ( HNGE ): Q4 Non-GAAP EPS of $0.49 beats by $0.06 . Revenue of $170.7M beats by $13.9M . Year Ended 2025 Financial Highlights: Revenue increased 51% year over year to $587.9 million compared to revenue of $390.4 million in 2024. GAAP gross margin was 80% compared to 77% in 2024. Non-GAAP gross margin was 83% compared to 78% in 2024. GAAP loss from operations was $546.4 million compared to GAAP loss from operations of $31.9 million in 2024. Non-GAAP income from operations was $119.5 million compared to non-GAAP loss from operations of $26.1 million in 2024. Net cash provided by operating activities increased 250% to $171.4 million compared to net cash provided by operating activities of $49.0 million in 2024. Free cash flow increased 297% to $179.6 million compared to free cash flow of $45.2 million in 2024. Company Highlights and Key Metrics as of December 31, 2025: LTM calculated billings increased 44% year over year to $671.4 million, compared to $467.5 million as of December 31, 2024. Annual yield of 3.9% in 2025, up 50 basis points compared to 3.4% in 2024. Number of clients increased 25% year over year to 2,830 clients, compared to 2,256 clients as of December 31, 2024. Number of contracted lives increased to 25 million, compared to 20 million as of December 31, 2024. Number of members increased 47% year over year to 782,890, compared to 532,326 as of December 31, 2024. LTM average eligible lives increased 28% year over year to 20.1 million, compared to 15.7 million as of December 31, 2024. Rule of 40 metric was 81 in 2025 compared to 45 in 2024, measured by revenue growth plus free cash flow margin during the period. Financial Outlook: We are providing the following guidance for our first quarter 2026 and full year 2026: Q1 2026: We expect revenue to be between $171 million and $173 million, reflecting year over year growth of 39% at the midpoint. We expect non-GAAP income from operations to be between $30 million and $32 milli...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. NVIDIA (NasdaqGS:NVDA) has announced a series of collaborations focused on industrial, scientific, and educational AI applications. Partners include Opentrons for self-learning lab robotics, Dassault Systèmes for AI infrastructure and virtual twins, and major research institutions for future AI and high performance computing architectures. Additional deployments span education and robotics through BoodleBox and Cyngn, extending NVIDIA platforms into classrooms and autonomous systems. These announcements have been made over the past two weeks and center on applying NVIDIA AI beyond traditional data centers into real-world physical environments. NVIDIA, known for its GPUs and AI computing platforms, is pushing deeper into the physical world of labs, factories, and classrooms with these recent partnerships. For you as an investor, the key point is that NVIDIA AI is being embedded directly into tools used in drug discovery, manufacturing design, and autonomous robotics, not just cloud servers. That broadens how and where NVIDIA hardware and software can be used across the economy. These moves also show how AI is being integrated into practical workflows, from lab automation and virtual twin engineering to education-focused platforms. If you are tracking long-term themes such as automation, high performance computing, and AI skills development, these collaborations offer specific examples of how NVIDIA technology is being positioned as core infrastructure for those trends. Stay updated on the most important news stories for NVIDIA by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on NVIDIA. NasdaqGS:NVDA Earnings & Revenue Growth as at Feb 2026 How NVIDIA stacks up against its biggest competitors Quick Assessment ⚖️ Price vs Analyst Target : ...

onurdongel/iStock via Getty Images Well, who could have guessed that the energy sector is now the best performing sector ( XLE ) in the S&P 500, up almost 20% year to date? No longer the disappointment that investors have had to deal with since the sector reached its previous peak back in early 2024. And all of a sudden the reallocation from growth to value has benefited the energy peers, as they come from behind to take the lead this year. It has also happened at a moment where the AI infrastructure outlay has reached a newer high, getting closer to the $700 billion mark as I turn in this update. And what does it mean for Energy Transfer LP ( ET )? Clarity for its earnings growth in the next few years has been enhanced. As a reminder, I had highlighted that ET had dropped to a solid buy level back in my last write-up. Since then, the stock has outperformed the market, aligning with the boost lifting the energy peers. However, observant investors should also note that ET has underperformed XLE. Recent geopolitical upheavals in Latin America and the Middle East have given impetus for oil and gas stocks more exposed to the current commodity upcycle to re-rate more favorably. XLE surge (Macro Charts) However, I have to indicate that the recovery is more likely predicated on a mean reversion setup instead of a structural recovery for the sector. Moreover, the surge in XLE and its leading constituents has led to a sharp spike that could be digested once the sentiments normalize subsequently. Nevertheless, I think the opportunity for ET through the rest of the decade could very well be broadening as we speak. Simply because the AI outlay is not following any analog that we are familiar with in this fourth industrial AI revolution. Hyperscalers and big tech companies are going for the jugular. And now even Anthropic ( ANTHRO ), having seen how its agentic coding capabilities have stunned Wall Street as well as Silicon Valley, is reportedly discussing building more than 10 ...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Qualcomm (NasdaqGS:QCOM) has completed its acquisition of Alphawave Semi. The deal expands Qualcomm's reach into data center and AI infrastructure markets. The acquisition comes as global memory chip shortages affect handset supply and demand, especially for Android devices. Qualcomm is best known for its mobile chipsets and wireless technology, but the Alphawave Semi acquisition pushes it deeper into data center connectivity and AI infrastructure. For you as an investor, it highlights how the company is looking beyond smartphones at a time when memory constraints and weaker Android demand are putting pressure on the handset market. This move also underlines Qualcomm's interest in next generation computing infrastructure tied to AI workloads and high speed data transfer. Outcomes are uncertain. However, the broader mix of end markets could help the company balance handset exposure with areas linked to cloud, AI training and inference, and advanced connectivity inside data centers. Stay updated on the most important news stories for QUALCOMM by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on QUALCOMM. NasdaqGS:QCOM Earnings & Revenue Growth as at Feb 2026 How QUALCOMM stacks up against its biggest competitors For Qualcomm, closing the Alphawave Semi deal just as memory shortages hit Android handsets hard looks like an effort to lean more on data center and AI-infrastructure revenue, while its core smartphone business faces pressure. The company recently reported quarterly revenue of US$12.25b and net income of US$3.00b, and is also returning cash through buybacks. This move fits into a broader shift from handset-heavy earnings toward a more mixed model that includes connectivity inside data centers, where Nvidia, AMD and Broadcom serve as key reference points. How t...

Barbie maker Mattel plunges as cautious shoppers, lack of digital games weigh on forecast Reuters

Zillow press release ( Z ): Q4 Non-GAAP EPS of $0.39 misses by $0.02 . Revenue of $654M (+18.1% Y/Y) beats by $3.49M . Shares -4.87% . More on Zillow Zillow: Dominance May Be Crumbling (Rating Downgrade) Zillow Group, Inc. (ZG) Presents at Barclays 23rd Annual Global Technology Conference Transcript Zillow's Potential Is Not Reflected In This Low Price Zillow Q4 2025 Earnings Preview Compass said to have lost bid to halt part of Zillow's listing ban policy