华尔街最受关注、最能影响市场走势的研究评级汇总在此。以下是由 The Fly 整理的、投资者需了解的今日最新评级变动。 五大上调评级 Arete 将 Snap （色拉布，SNAP）从中性上调至买入，目标价 7.30 美元 该行在研报中表示，公司收入增长正从依赖 “规模不足” 的广告业务，转向 更高利润率的经常性订阅收入 。 奥本海默 将 Unity（U）从同步大市上调至跑赢大市，目标价 38 美元 该行认为，近期因担忧 谷歌 等 “世界模型” 会取代游戏引擎而引发的抛售 从根本上是错误的 ，忽视了 Unity 在开发环节中独特的架构作用。 Gordon Haskett 将 Booking Holdings（缤客，BKNG）从持有上调至买入，目标价 5，440 美元 该行认为投资者对 AI 带来的竞争冲击担忧 反应过度 ，低估了 Booking 的运营优势与防御性壁垒。 大和证券 将 Palantir（PLTR）从中性上调至买入，目标价从 200 美元下调至 180 美元 大和称：“财报发布留下了正面印象。” 雷蒙德・詹姆斯 将 Take-Two（TTWO）从跑赢大市上调至强力买入，目标价 285 美元（不变） 该行认为近期抛售 过度 ，股价回调带来了更具吸引力的风险收益比。 五大下调评级 汇丰 将 雅诗兰黛 （EL）从买入下调至持有，目标价从 105 美元上调至 106 美元 该行表示，雅诗兰黛季度 “温和” 的有机收入上调， 低于市场此前预期 ，令投资者失望。 花旗 将 安德玛 （UAA）从中性下调至卖出，目标价 6.20 美元（不变） 该行称，公司在北美市场的转型在 2026 财年面临 多重压力 。 雷蒙德・詹姆斯 将 Wingstop（WING）从强力买入下调至跑赢大市，目标价 325 美元（不变） 该股今日早间亦被 TD Cowen 下调评级。雷蒙德・詹姆斯对其短期销售趋势持谨慎态度。 Truist 将 Texas Roadhouse（TXRH）从买入下调至持有，目标价从 206 美元下调至 188 美元 该行认为牛肉价格通胀至少会持续到 2027 年，将限制估值扩张，并压制利润率与盈利预期。 Loop Capital 将 Monday.com（MNDY）从买入下调至持有，目标价从 195 美元下调至 80 美元 该行称公司季度业绩 “尚可但不算亮眼”，高端...

Source: Bloomberg, 7:49

格隆汇2月10日｜伊朗外交部发言人巴加埃2月10日表示，伊朗与美国的谈判将“继续以目前的形式进行”，前提是双方就下一轮谈判的时间和地点达成一致。而两国新一轮的谈判目前仍然没有确定。伊朗最高国家安全委员会秘书、伊朗最高领袖顾问拉里贾尼2月10日当天访问阿曼，以色列总理内塔尼亚胡同一天动身赴美。中国国际问题研究院助理研究员李子昕分析指出，两国出访的同步性反映出当前地缘政治博弈仍然十分紧张：伊朗试图通过外交行动来稳定局势，孤立以色列；以色列则希望绑定美国，确保自身安全诉求。这两场外交活动加剧了谈判的不确定性，可能会使下一轮美伊谈判更加难以取得突破。

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Taiwan Semiconductor Shares Jump as January Sales Surge 37% GuruFocus

Palantir Technologies (NasdaqGS:PLTR) has entered a partnership with Cognizant to accelerate AI driven modernization in healthcare and enterprise operations. The collaboration centers on deploying Palantir's Foundry and Artificial Intelligence Platform (AIP) across highly regulated industries. The deal expands Palantir's reach beyond its core government customer base into broader commercial use cases. For investors watching how AI is being put to work in real world settings, this agreement gives Palantir another route into healthcare and large corporate clients. Palantir already focuses on data integration and decision software, and pairing that with Cognizant's large services footprint could help both firms target complex, regulated environments where AI adoption often moves more carefully. This kind of partnership may also serve as a reference point for how AI platforms get rolled out at scale, rather than through isolated pilots. For you as an investor, the key question is how effectively Palantir and Cognizant can turn this framework into repeatable projects and long term customer relationships in healthcare and other sectors. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on Palantir Technologies. NasdaqGS:PLTR Earnings & Revenue Growth as at Feb 2026 Advertisement Quick Assessment ❌ Price vs Analyst Target : At US$142.91 against a consensus target of US$190.75, the price is around 25% below analyst expectations, which suggests the stock is trading under that target range. : At US$142.91 against a consensus target of US$190.75, the price is around 25% below analyst expectations, which suggests the stock is trading under that target range. ❌ Simply Wall St Valuation : Shares are described as trading 38.8% above estimated fair value, which flags a rich valuation on the internal model. : Shares are described as trading 38.8% above estimated fair value, which flags a rich valuati...

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Marriott International Inc. shares surged after the company said it expects credit card fees to grow thanks to an increase in the royalty rate it charges branding partners. Marriott, the world’s largest hotel company with about 9,800 properties, is projecting gross fee revenue of $5.895 billion to $5.955 billion this year, the company said in a statement Tuesday. The increase includes an expected 35% gain in fees from co-branded credit cards, thanks to strong growth in consumer spending and higher rates it charges to partners such as JPMorgan Chase & Co. and American Express Co. The stronger outlook on card fees likely translates to about $200 million in additional revenue, according to a note from analysts at Baird. Marriott shares jumped 8.5% to $359.24 at 10:33 a.m. New York time. Earlier Tuesday, the company reported fourth-quarter earnings of $2.58 a share, missing the average analyst estimate of $2.62 in data compiled by Bloomberg.

New York, Feb 10, 2026, 10:39 (ET) — Regular session Oracle shares picked up more steam, building on their rebound after an upbeat analyst note linked the rally to surging cloud demand tied to OpenAI. Oracle Fusion apps just got another boost: new AI “agents” have landed, adding to the recent streak of product launches. Opinions among traders remain divided over funding, cash-flow pressures, and just how quickly AI infrastructure will start paying off. Oracle shares climbed 3.4% to $161.92 in early Tuesday trading, extending a two-day rally as new Wall Street commentary reignited interest in the company’s OpenAI-related cloud expansion. The stock opened at $159.98 and touched $162.07. This matters for Oracle right now, as the company’s turned into a kind of stand-in for a messier debate in big tech: who’s footing the bill—and on what timeline—for the massive, energy-hungry data centers fueling the AI surge. Companies touting AI’s promise yet leaning on shareholders and bond markets for capital have found themselves out of favor with investors. Oracle just got a bump from D.A. Davidson’s Gil Luria, who moved the rating up to “buy” and slapped a $180 target on the stock. Luria, in a note picked up by MarketWatch, argued that Oracle Cloud Infrastructure stands out for straight “pure upside” potential. He highlighted OpenAI’s sharper focus and the possibility of as much as $100 billion in fresh funding on top of the $40 billion OpenAI already controls. Another piece: Oracle’s 15% stake in a U.S. TikTok JV, which Luria valued at $5 billion to $9 billion, with the potential to funnel around $1 billion a year into OCI’s top line. On the flip side, he didn’t ignore Oracle’s sizable debt—about $130 billion—and the company’s plan to tap markets for up to $50 billion more in 2026. 1 Luria dialed back his stance after what he called an “overshot” selloff, according to Investors.com. Oracle shares ripped 9.6% higher Monday, closing at $156.59—the strongest single-day gain since ...

英国石油 公司（BP）周二早盘下跌7.6%。该公司第四季度利润符合预期，但暂停了股票回购，将2026年资本支出设定为130-135亿美元，并深化成本削减；股价下跌约5%，同行挪威国家石油公司（Equinor，EQNR）和壳牌（SHEL）亦因原油价格下跌而业绩疲软。 责任编辑：张俊 SF065

Astera Labs earnings up next as Scorpio ramp takes center stage Investing.com Nigeria

Canada’s second-largest pension fund says it’s suspending future investment plans with DP World over alleged ties between the Dubai company’s chief executive officer and disgraced financier Jeffrey Epstein. “We have made it clear to the company that we expect it to shed light on the situation and take the necessary actions,” a spokesperson for Caisse de Depot et Placement du Quebec in an emailed statement. “Until then, we are pausing additional capital deployment alongside the company.” Sultan Ahmed bin Sulayem , DP World’s CEO and chairman, swapped intimate and unguarded messages with Epstein before and for more than a decade after Epstein’s jail sentence in 2008 on charges that included procuring a minor for prostitution, as shown in emails released by the US Department of Justice and others obtained by Bloomberg News last year. The emails show the men exchanged contacts in business and politics, attempted to broker deals for one another and made explicit references to sexual encounters. Bin Sulayem wrote to Epstein often about visiting his private Caribbean island and even provided some help when Epstein was considering creating a private resort, the messages show. DP World did not immediately respond to a request for comment on La Caisse’s decision. Neither bin Sulayem nor representatives for DP World responded to repeated requests for comment on a Bloomberg News investigation about the email exchanges. DP World is one of the world’s largest operators of container ports, and it has a strong link to Canada, with La Caisse among its largest financial partners. The C$496 billion ($366 billion) pension fund holds stakes in several DP assets, including 45% of the Canadian subsidiary. The partnership was first announced in 2016 with commitments totaling $3.7 billion in a new platform aimed at investing in ports and terminals globally. Other investments followed. In 2022, La Caisse invested $2.5 billion in DP World’s Jebel Ali Port, Jebel Ali Free Zone and National Ind...

rparobe/iStock via Getty Images Introduction The last time I covered Crown Castle Inc. ( CCI ), I reiterated their Hold rating, as even though their turnaround and renewed focus on towers advanced, the valuation didn’t offer an attractive enough margin of safety as the company navigated post-divestiture challenges with a CEO transition on top. Now, however, the stock is trading at a more attractive level that implies a better yield, while their restructuring plan and debt repayments could help offset the headwind from the DISH issues, standing to benefit from a long-term improvement in the broader environment. Internal Developments Crown Castle IR Despite beating the market’s revenue and FFO expectations , CCI still fell on the day of the announcement, as the company also presented a restructuring plan that includes the reduction of ~20% of their workforce in an effort to save costs. Crown Castle IR CCI’s 2026 guidance sees the AFFO grow by 1% (2% per share), reaching $1.92 billion at midpoint after the 4% drop seen in 2025 (to $1.9 billion), with net discretionary CAPEX expected to reach $110 million to $210 million this year (vs. $182 million in 2025), while the site rental revenues would drop by another 5%, with their management mentioning the following three items during their Q4 Earnings Call : (...) first, due to the termination of our contract with DISH Wireless announced in January, our 2026 full year guidance does not include any contributions from DISH resulting in $220 million of churn in full year 2026. CCI’s cost savings program aims at reducing their tower and corporate workforce, among others, and generating $65 million worth of cost savings, while the company is now allocating ~$1 billion for buybacks and $7 billion to repay their debt following the small cell and fiber deal that they expect to close on June 30. Crown Castle IR As for the dividend, they are now trading at a ~5.25% yield, which costs about $1.85 billion, which might seem dangerously c...

BRUSSELS, Feb 10 (Reuters) - Alphabet's Google gained unconditional EU antitrust approval on ​Tuesday for its $32 billion acquisition of ‌cybersecurity company Wiz, its biggest ever deal, after regulators ‌said the deal would not raise any competition concerns. The deal, announced in March last year, would boost Google's presence in cybersecurity ⁠and in ‌the cloud computing sector where it competes with bigger rivals Amazon.com ‍and Microsoft. "Google stands behind Amazon and Microsoft in terms of market shares in cloud infrastructure, and ​our assessment confirmed that customers will continue ‌to have credible alternatives and the ability to switch providers," EU antitrust chief Teresa Ribera said in a statement. The European Commission, which acts as the EU competition enforcer, ⁠said any data acquired ​by Google via the ​deal is not commercially sensitive and can also be assessed by other ‍security software ⁠companies. Tech deals have in recent years triggered greater regulatory scrutiny because of ⁠concerns that these could boost big companies' market ‌power and shut out smaller rivals. (Reporting ‌by Foo Yun Chee)

中芯國際（0981.HK/688981.SH）北京時間 2026 年 2 月 10 日晚，港股盤後發佈 2025 年度第四季度財報（截至 2025 年 12 月），要點如下： 1、整體業績：中芯國際在 2025 年第四季度實現收入 24.9 億美元，達到市場預期（24.2 億美元），環比增長 4.5%，好於指引區間（環比增長 0-2%）。公司本季度收入端環比增長，主要來自於消費電子類的備貨需求增加。 公司在 2025 年第四季度毛利率 19.2%，位於指引區間內（18-20%）。主要是受到公司的先進製程（等效 7nm）低良率的影響，導致了公司毛利率在本季度有所回落。 2、細觀三大核心指標：收入、毛利率和產能利用率。收入端通過量價分拆，$中芯國際(00981.HK) 本季度收入的增長，主要來自於均價提升。公司本季度 12 寸晶圓出貨佔比提升，結構性帶動了產品均價的回升。公司本季度產品出貨量環比微增 0.6%，而產品均價環比增加 3.8%。 3、業務進展情況：在國產替代的推動下，公司本季度中國區的收入接近 9 成。受下游備貨需求（智能小型電子類產品）的帶動，消費電子類本季度環比增長 10%，是本季度增長的主要推動力。 當前消費電子類產品已經成為公司最大的收入來源，佔比接近 5 成。智能手機的佔比已經回落至 2 成左右，在存儲持續漲價的情況下，智能手機類業務仍會對公司業績帶來拖累影響。 4、費用支出及資本開支：公司的經營費用主要來自於研發費用和管理費用，本季度研發費用同比增長 10%，繼續加大研發投入。管理費用同比下滑 12%，主要受工廠開辦相關支出減少的影響。 $中芯國際(688981.SH) 本季度資本開支為 24 億美元，可以推測公司全年資本開支達到 81 億美元，同比增長 11%，好於公司此前的指引（同比持平）。即使傳統半導體仍相對低迷，但公司依舊加大資本投入，進行產能擴張和技術升級。 5、中芯國際下季度指引：公司預期 2026 年第一季度收入環比持平，對應 24.9 億美元，低於市場預期（25 億美元）；下季度毛利率 18-20%，低於市場預期（21%）。 海豚君整體觀點：AI 芯片持續量產，才是信心所在。 中芯國際本季度業績一般，雖然收入端達到了市場預期，但毛利率表現是 “不太好的”。 對毛利率拆解來看，公司本季度的產品均價環比增加 37 美元/片，而單位成本...

Image source: The Motley Fool. Tuesday, February 10, 2026 at 10 a.m. ET Call participants President and Chief Executive Officer — Aaron H. Ravenscroft Executive Vice President and Chief Financial Officer — Brian P. Regan Senior Vice President, Marketing and Investor Relations — Ion Warner Takeaways Orders -- $803 million in the fourth quarter, up 56% year over year, with three large December orders securing 2026 build slots. -- $803 million in the fourth quarter, up 56% year over year, with three large December orders securing 2026 build slots. Backlog -- $794 million at year-end, a 22% increase from the previous year. -- $794 million at year-end, a 22% increase from the previous year. Net sales -- $677 million, representing 14% growth year over year, driven by strong shipments in North America, European tower cranes, and non-new machine sales of $191 million (quarterly), and $690 million (trailing twelve months). -- $677 million, representing 14% growth year over year, driven by strong shipments in North America, European tower cranes, and non-new machine sales of $191 million (quarterly), and $690 million (trailing twelve months). Adjusted EBITDA -- $40 million for the quarter, with management stating that approximately 85% of tariff headwinds were mitigated by targeted pricing and sourcing actions. -- $40 million for the quarter, with management stating that approximately 85% of tariff headwinds were mitigated by targeted pricing and sourcing actions. GAAP diluted EPS -- $0.20; adjusted diluted EPS of $0.32, down $0.09 from the prior year, impacted by $0.13 net tariffs year over year. -- $0.20; adjusted diluted EPS of $0.32, down $0.09 from the prior year, impacted by $0.13 net tariffs year over year. Free cash flow -- Yearly use of $15 million; excluding $45 million in EPA settlement payments, free cash flow was $30 million. -- Yearly use of $15 million; excluding $45 million in EPA settlement payments, free cash flow was $30 million. Net leverage -- Ended at 3....

watch now VIDEO 1:57 01:57 Commerce Secretary Howard Lutnick admits visiting Epstein island during family vacation Squawk on the Street Trump administration Commerce Secretary Howard Lutnick on Tuesday admitted he and his family had lunch on the private island of notorious sex offender Jeffrey Epstein years earlier. "I did have lunch with him, as I was on a boat going across on a family vacation" in 2012, Lutnick said in testimony before the Senate Appropriations Committee. "My wife was with me, as were my four children and nannies," he said. "I had another couple with — they were there as well, with their children." "And we had lunch on the island, that is true, for an hour," he said. "And we left with all of my children, with my nannies and my wife, all together. We were on family vacation," he said. U.S. Secretary of Commerce Howard Lutnick testifies during a Senate Appropriations Subcommittee on Commerce, Justice, Science, and Related Agencies hearing on February 10, 2026 in Washington, DC. Lutnick is facing bipartisan calls for his resignation after revelations that came to light in the latest release of Epstein files. Chip Somodevilla | Getty Images News | Getty Images The secretary's admission came as he faces bipartisan calls to resign following the release of records showing that his business and personal relationship with Epstein was more extensive than previously known. Lutnick previously said that he cut off contact with Epstein after 2005 — years before Epstein pleaded guilty in 2008 to a state-level charge of soliciting a minor for prostitution, which required him to register as a sex offender. But analyses of the latest batch of Epstein files released by the Department of Justice show Lutnick and Epstein were in communication years later. In December 2012, Epstein invited Lutnick to lunch at his private island in the Caribbean for lunch, the documents showed. The two men also had business dealings as recently as 2014, CBS News reported . In his testim...

Hunting for a Pattern in Palantir TheStreet Pro

Investors in Ishares Bitcoin Trust Etf (Symbol: IBIT) saw new options become available this week, for the March 27th expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the IBIT options chain for the new March 27th contracts and identified one put and one call contract of particular interest. The put contract at the $38.50 strike price has a current bid of $2.76. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $38.50, but will also collect the premium, putting the cost basis of the shares at $35.74 (before broker commissions). To an investor already interested in purchasing shares of IBIT, that could represent an attractive alternative to paying $39.05/share today. Because the $38.50 strike represents an approximate 1% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 56%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 7.17% return on the cash commitment, or 58.20% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for Ishares Bitcoin Trust Etf, and highlighting in green where the $38.50 strike is located relative to that history: Turning to the calls side of the option chain, the call contract at the $39.50 strike price has a current bid of $2.79. If an investor was to purchase shares of IBIT stock at the current price level of $39.05/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $39.50. Consideri...

Investors in Welltower Inc (Symbol: WELL) saw new options become available today, for the April 17th expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the WELL options chain for the new April 17th contracts and identified one put and one call contract of particular interest. The put contract at the $185.00 strike price has a current bid of $1.60. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $185.00, but will also collect the premium, putting the cost basis of the shares at $183.40 (before broker commissions). To an investor already interested in purchasing shares of WELL, that could represent an attractive alternative to paying $197.53/share today. Because the $185.00 strike represents an approximate 6% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 75%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 0.86% return on the cash commitment, or 4.79% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for Welltower Inc, and highlighting in green where the $185.00 strike is located relative to that history: Turning to the calls side of the option chain, the call contract at the $200.00 strike price has a current bid of $4.80. If an investor was to purchase shares of WELL stock at the current price level of $197.53/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $200.00. Considering the call seller w...

Investors in QuantumScape Corp (Symbol: QS) saw new options begin trading this week, for the March 20th expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the QS options chain for the new March 20th contracts and identified one put and one call contract of particular interest. The put contract at the $9.00 strike price has a current bid of $1.02. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $9.00, but will also collect the premium, putting the cost basis of the shares at $7.98 (before broker commissions). To an investor already interested in purchasing shares of QS, that could represent an attractive alternative to paying $9.18/share today. Because the $9.00 strike represents an approximate 2% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 58%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 11.33% return on the cash commitment, or 108.98% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for QuantumScape Corp, and highlighting in green where the $9.00 strike is located relative to that history: Turning to the calls side of the option chain, the call contract at the $17.00 strike price has a current bid of 17 cents. If an investor was to purchase shares of QS stock at the current price level of $9.18/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $17.00. Considering the call seller will also ...

中國就美英等評論黎智英案，提出嚴正交涉。在北京，外交部表示，香港事務純屬中國內政，香港法治不容撼動，任何外國無權說三道四。 外交部發言人林劍表示：「個別國家和機構，藉香港特區的司法案件，惡意抹黑香港，詆毀香港法治，干涉中國內政，中方對此堅決反對，已向有關國家和機構，提出嚴正交涉。黎智英是一系列重大反中亂港事件的主要策劃者和參與者，其危害國家安全犯罪，事實清楚、罪證確鑿。香港特區司法機關，依據事實和法律作出裁決，合法正當、不容置喙。香港是法治社會，有法必依、違法必究是基本原則，任何人都不能打著『民主自由』的旗號，從事違法犯罪活動，並企圖逃脫法律制裁。」 林劍說：「我要再次強調，香港事務純屬中國內政，香港法治不容撼動，任何外國無權說三道四。中國政府維護國家主權、安全、發展利益的決心，堅定不移。貫徹『一國兩制』方針的決心，堅定不移。一切破壞香港由治及興進程，妄想亂港遏華的圖謀，都絕不可能得逞。我們敦促有關方面，尊重中國主權，恪守國際法原則，和國際關係基本準則，立即停止以任何方式，插手香港事務、干涉中國內政。」

Investors in SoundHound AI Inc (Symbol: SOUN) saw new options become available this week, for the March 27th expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the SOUN options chain for the new March 27th contracts and identified one put and one call contract of particular interest. The put contract at the $8.00 strike price has a current bid of 62 cents. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $8.00, but will also collect the premium, putting the cost basis of the shares at $7.38 (before broker commissions). To an investor already interested in purchasing shares of SOUN, that could represent an attractive alternative to paying $8.83/share today. Because the $8.00 strike represents an approximate 9% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 68%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 7.75% return on the cash commitment, or 62.92% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for SoundHound AI Inc, and highlighting in green where the $8.00 strike is located relative to that history: Turning to the calls side of the option chain, the call contract at the $9.00 strike price has a current bid of 88 cents. If an investor was to purchase shares of SOUN stock at the current price level of $8.83/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $9.00. Considering the call seller ...

Bargain hunters are wise to pay careful attention to insider buying, because although there are many various reasons for an insider to sell a stock, presumably the only reason they would use their hard-earned dollars to make a purchase, is that they expect to make money. Today we look at two noteworthy recent insider buys. On Friday, TransDigm Group's CEO, Michael Lisman, made a $1.22M buy of TDG, purchasing 950 shares at a cost of $1284.26 each. Lisman was up about 3.7% on the purchase at the high point of today's trading session, with TDG trading as high as $1332.41 in trading on Tuesday. TransDigm Group is trading up about 0.9% on the day Tuesday. Before this latest buy, Lisman made one other purchase in the past twelve months, buying $2.62M shares at a cost of $1339.14 each. And at Kimberly-Clark, there was insider buying on Monday, by Director Todd Maclin who purchased 10,000 shares at a cost of $104.15 each, for a trade totaling $1.04M. Before this latest buy, Maclin made one other purchase in the past year, buying $38,775 shares at a cost of $145.77 each. Kimberly-Clark is trading up about 1.6% on the day Tuesday. So far Maclin is in the green, up about 2.6% on their buy based on today's trading high of $106.89. VIDEO: Tuesday 2/10 Insider Buying Report: TDG, KMB The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

格隆汇2月10日｜富士胶片集团公布截至2025年12月31日的2025财年第三季度财务报告。前三财季，销售收入同比增长4.4%，达2.4万亿日元；营业利润同比增长11.3%，达2485亿日元；归属于富士胶片集团的净利润同比增长6.5%，达1934亿日元。鉴于电子材料及影像业务的强劲表现，公司上调了对2025财年（截至2026年3月31日）的全年业绩预期，营业利润上调40亿日元，归属于富士胶片集团的净利润上调25亿日元。全年预计实现销售收入3.3万亿日元，营业利润3350亿日元，归属于富士胶片集团的净利润2645亿日元。

在上周大幅抛售之后，散户投资者大举买入软件与科技类股票，基本无视人工智能模型进步可能颠覆部分行业的担忧。 根据万达研究（Vanda Research）数据，截至周一收盘， 贝莱德 旗下安硕扩展科技软件行业 ETF 在一个月滚动期内的 净流入资金达到创纪录的 1.76 亿美元 ，这家分析公司称，这一流入规模是 2024 年末峰值的两倍多。 上周，人工智能公司 Anthropic 为其 Claude Cowork 智能助手推出插件，重新引发市场担忧：快速发展的人工智能系统可能侵蚀传统软件公司的核心业务，全球市场因此受到冲击。 标普 500 软件与服务指数自 1 月末以来已下跌约 13%，在截至上周四的一周内，市值蒸发近 1 万亿美元 。 安硕科技软件 ETF 今年以来市值已蒸发近 20% 。 散户投资者借机逢低吸纳大型科技股。万达研究数据显示，上周五 亚马逊 出现自 2024 年 8 月以来最大单日散户净买入，规模超过 AI 芯片巨头英伟达。 不过，对 AI 的焦虑情绪本周已蔓延至市场新领域，拖累美国与欧洲保险股下跌。分析师将这一下跌与 ChatGPT 推出保险相关应用的进展联系起来。 责任编辑：郭明煜

Astera Labs earnings up next as Scorpio ramp takes center stage By Investing.com Investing.com South Africa

Rajeev Misra helped transform SoftBank Group Corp. into one of the world’s largest technology backers before his tenure ended amid souring bets and internal clashes. Now he’s once again looking to make a splash by snapping up stakes in private firms. One Investment Management , the alternative investment manager Misra built after he stepped back from his main roles at SoftBank, is scaling back from an initial focus on credit in its main fund, according to people familiar with the matter. Instead, it aims to pour a majority of its remaining capital into owning minority stakes of privately held firms, the people said, asking not to be identified discussing non-public information. As part of that, Misra’s fund aims to back more companies involved in the rare-earth mining supply chain, the people said. And it’s looking to broaden its investor base for its smaller, perpetual credit-focused fund for individuals, which has raised $1.6 billion. It plans to ramp up fundraising in the US, Japan and other geographies, the people said. So far, Misra and his team have only raised money from the Middle East and count the sovereign wealth fund Mubadala Investment Co. and Abu Dhabi conglomerate Royal Group as two of their backers. As co-chief executive officer of the SoftBank Vision Fund, Misra became a rare outsider who secured billions from the Middle East — including $15 billion from Mubadala. He then built massive pre-IPO stakes in highly valued startups, including WeWork Inc . and Uber Technologies Inc ., some of which ultimately blew up and caused billions of dollars of writedowns. The losses hit the Vision Fund at the onset of the Covid-19 pandemic, straining Misra’s partnership with SoftBank founder Masayoshi Son. Internal clashes with rivals also colored Misra’s tenure at the Vision Fund. He stepped down from his major roles at SoftBank to focus on his new venture in 2022, formally leaving the firm two years later. Misra’s ability to return to Middle Eastern investors to b...

The Norwegian Sturla Holm Lægreid broke down in tears after winning bronze in the men’s 20km biathlon, apologising for having an affair and saying: “It has been the worst week of my life.” Johan-Olav Botn won gold, with the Frenchman Éric Perrot in second, but it was Lægreid who stunned television viewers in Norway after opening up to the broadcaster NRK about his private life over the past six months. “There is something I want to share with someone who may not be watching today,” he said. “Half a year ago I met the love of my life. The world’s most beautiful and nicest person. Three months ago I made the mistake of my life and cheated on her, and I told her about that a week ago. This has been the worst week of my life.” Quick Guide How do I sign up for sport breaking news alerts? Show Download the Guardian app from the iOS App Store on iPhone or the Google Play store on Android by searching for 'The Guardian'. If you already have the Guardian app, make sure you’re on the most recent version. In the Guardian app, tap the Profile settings button at the top right, then select Notifications. Turn on sport notifications. Was this helpful? Thank you for your feedback. He added: “I had the gold medal in life, and I am sure there are many people who will see things differently, but I only have eyes for her. Sport has come second these last few days. Yes, I wish I could share this with her.” Asked by the interviewer how he managed to finish third, Lægreid answered: “I try to be a good role model and I did something stupid. I got a nice video from the club at home and I used that as motivation today. As I said I want to be a good role model but I have to admit when I get something wrong. You have to admit when you do something you can’t stand for and hurt someone you love so much.” Botn pointed to the sky as he crossed the finish line, remembering teammate Sivert Guttorm Bakken, who was found dead in his hotel room in Lavazè, Italy, in December.

hapabapa/iStock Editorial via Getty Images The crazy volatility in the obesity drugs market is becoming a spectacle to behold. As Novo Nordisk A/S ( NVO ) ( NONOF ) faces off against archrivals coming for its treasured market share, it is expected to fight tooth and nail to deny them further “access” into its already beleaguered position. Currently, not only does NVO have to deal with Eli Lilly ( LLY ) breathing down his throat, but the “compounders” have also threatened to upend its nascent recovery from its November 2025 lows at just above the $45 level, a key support zone that has been defended since the days of September 2022. I articulated a first mover advantage through the launch of its Wegovy pill back in my last update, and I think the company has made an encouraging start. However, the debate for the week isn’t so much on that pill but on the fracas dominating the headlines right now as Hims & Hers ( HIMS ) tried to sell a compounded version of Novo’s recently launched pill. Therefore, I wasn't surprised that Novo Nordisk was going to go all out to make sure that Hims & Hers wasn't going to be successful in launching the compounded version of the Wegovy pill. Especially not when the supply chain dynamics are largely in its favor at this point, unlike in 2024, when NVO faced constraints in meeting consumer demand. Since the supply chain issues have largely been resolved, it is only natural that management wasn't going to allow HIMS any further incursion into its battered market share. Thankfully, the regulators appear to be on the side of NVO , helping the company to stave off the launch of a direct competitor that could scupper the early strides made with the pill. Note that while NVO indicated a highly disappointing guide , there are enough reasons to smile and remain cautiously optimistic in the year ahead, as seen in the early momentum with the Wegovy pill. One of the key aspects of NVO’s revamped manufacturing footprint based on the past snafu that it ...