The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Needham upgraded Medtronic (MDT) to Buy from Hold with a $121 price target. The firm says the company is in the early stages of several major product launches in multi-billion-dollar markets. Citizens upgraded SoFi Technologies (SOFI) to Outperform from Market Perform with a $30 price target. The firm believes SoFi's selloff is less about near-term macro fear and more about "style factor compression and technicals, creating an opportunity" to own the stock. Wolfe Research upgraded Robinhood (HOOD) to Outperform from Peer Perform with a $125 price target. Shares are down 27% year-to-date, notes the firm, which sees the risk/reward as more attractive following the pullback. DA Davidson upgraded Oracle (ORCL) to Buy from Neutral with a price target of $180. The firm believes that a revamped OpenAI will return to its position as Google's (GOOGL) top challenger and with a fresh stack of capital be able to live up to its obligations this year, including to Oracle, which it sees removing the biggest concern from Oracle. Roth Capital upgraded Roblox (RBLX) to Buy from Neutral with a price target of $84, up from $78. The firm is more positive on the shares due to Roblox's better than expected 2026 bookings guidance and over 20% bookings growth outlook annually over the next several years. Top 5 Downgrades: Melius Research downgraded Oracle (ORCL) to Hold from Buy with a $160 price target. While the firm says it admires Larry Ellison for "going for it here," it adds that it may just be a tough slog as debt and equity will be an overhang for some time as it questions "What should a stock sell for with no free cash flow until the 2030s?" Oracle should be valued "more akin to an infrastructure company vs. a software company," the analyst added. Melius also downgraded Microsoft (MSFT) t...

Image source: The Motley Fool. Feb. 9, 2026 at 8:30 a.m. ET Call participants Co-Chief Executive Officer & Co-Founder — Roy Mann Co-Chief Executive Officer & Co-Founder — Eran Zinman Chief Financial Officer — Eliran Glazer Chief Revenue Officer — Casey George Takeaways Revenue -- $1.232 billion in fiscal 2025, representing 27% growth; Q4 revenue was $334 million, up 25%. -- $1.232 billion in fiscal 2025, representing 27% growth; Q4 revenue was $334 million, up 25%. Operating margin -- 14% for fiscal 2025, with Q4 at 13%, reflecting a 180-basis-point negative FX impact driven by Israeli shekel appreciation. -- 14% for fiscal 2025, with Q4 at 13%, reflecting a 180-basis-point negative FX impact driven by Israeli shekel appreciation. Net dollar retention (NDR) -- 110% in Q4, with management confirming expectations to maintain this level in 2026. -- 110% in Q4, with management confirming expectations to maintain this level in 2026. Enterprise account mix -- Customers with over $50,000 in ARR comprise 41% of total ARR; customers above $500,000 in ARR grew 74%. -- Customers with over $50,000 in ARR comprise 41% of total ARR; customers above $500,000 in ARR grew 74%. AI product adoption -- Monday Vibe reached $1 million in ARR faster than any prior product, signaling early demand; Monday blocks surpassed 77 million actions, with Sidekick handling over 500,000 user messages. -- Monday Vibe reached $1 million in ARR faster than any prior product, signaling early demand; Monday blocks surpassed 77 million actions, with Sidekick handling over 500,000 user messages. Research and development expense -- $238.5 million for the year (19% of revenue), up from 17% the previous year; Q4 R&D expense was $67.7 million (20% of revenue). -- $238.5 million for the year (19% of revenue), up from 17% the previous year; Q4 R&D expense was $67.7 million (20% of revenue). Sales and marketing expense -- $586.8 million (48% of revenue) for the year, down from 51% in prior year. -- $586.8 million ...

Nine officers from the French riot police have gone on trial in Paris accused of beating peaceful protesters who were sheltering from teargas during the “gilets jaunes” (yellow vests) anti-government demonstrations in 2018. The case at Paris’s criminal court is one of the biggest trials over alleged police violence during the unrest in 2018 and 2019, when hundreds of thousands of protesters in fluorescent jackets took to the streets over rising fuel taxes in what morphed into broader anti-government protests against the president, Emmanuel Macron. The Paris public prosecutor had requested a criminal trial, noting that some riot police officers “armed with batons and shields” had “repeatedly struck non-hostile demonstrators” who were on the ground or “trying to come out with their hands raised”. The officers are charged with aggravated intentional violence by a person holding public authority. If found guilty they face up to seven years in prison and a €100,000 (£87,000) fine. The accused are expected to argue that they were operating under extreme stress and “insurrectional” conditions, after hours of being targeted with projectiles by rioters. The nine officers from the CRS riot police division based in Chalon-sur-Saône are alleged to have entered a Burger King near Paris’s Arc de Triomphe on Saturday 1 December 2018, where non-violent protesters and some journalists had rushed to shelter from teargas outside. The Burger King was closed but protesters had forced its doors as they struggled for breath. The court heard that riot police received an order to evacuate the Burger King as fast as possible. Video evidence shown in court indicated some people put their hands up immediately when police entered to show they were not hostile. But officers kicked or used batons to beat protesters on the body or head, some of whom were on the floor. One person received 27 blows from six different officers. Some protesters were heard screaming: “We’re going to die.” The court hea...

(RTTNews) - Novo Nordisk A/S (NVO), a pharmaceutical company, announced on Monday that it has filed a lawsuit against the telehealth firm Hims & Hers. The lawsuit alleges infringement of Novo Nordisk's U.S. patent related to semaglutide and the unlawful marketing of compounded versions of its FDA-approved medications, Wegovy and Ozempic. According to Novo Nordisk, Hims promoted unapproved compounded products that may pose safety risks and mislead patients and healthcare providers. The company is seeking a permanent injunction to halt the sales of these compounded products, as well as damages. Novo Nordisk's action is part of its broader efforts to protect patient safety, uphold regulatory standards, and defend its scientific innovations in obesity and diabetes care. NVO is currently trading at $50.16, up $2.49 or 5.21 percent on the New York Stock Exchange. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

《大行》花旗：內地1月電池行業規劃產量下跌並非因實質需求減少首選寧德時代(03750.HK)財經新聞Financial News AASTOCKS.com

A California state court case ‌over whether Instagram and YouTube harmed a woman’s mental health through addictive app design kicks off on ‍Monday with opening statements, in a test of whether Big Tech platforms can be held liable for harming kids. The 20-year-old woman identified as K.G.M. filed the lawsuit against Facebook and Instagram parent company Meta Platforms and Alphabet’s Google, which owns YouTube. She says the attention-grabbing design of the platforms got her addicted ⁠to them at a young age, according to court filings. K.G.M. alleges the apps fuelled her depression and suicidal thoughts and she is seeking to hold the companies liable. A verdict against the tech companies could smooth the way for similar cases in state court and shake the industry’s long-standing US legal defence against claims of user harm. Google, Meta, TikTok and Snap face thousands of lawsuits in ‍California. Advertisement Meta Platforms CEO Mark Zuckerberg is expected to be called as a witness at the trial, which is likely to stretch ‍into March. TikTok and Snap settled with K.G.M. before the trial. The woman’s lawyers aim to show that the companies were negligent in their design of the apps, that they failed to warn the public ‌about the risks, and that the platforms were a substantial factor in her injuries. If they succeed, the jury will consider whether to ‍award her damages for pain and suffering, and could also impose punitive damages. Parents who lost children to social media-related harms hold a vigil ahead of a social media addiction trial, in Los Angeles, California, US, on Thursday. Photo: Reuters Meta and Google plan to defend themselves from the claims by pointing to other factors in K.G.M.’s life, laying out their work on youth safety and trying to distance themselves from users who upload harmful content.

格隆汇2月9日｜中科曙光公告，公司本次向不特定对象发行可转债拟募集资金总额不超过人民币800,000.00万元（含本数），募集资金总额扣除发行费用后用于面向人工智能的先进算力集群系统项目、下一代高性能AI训推一体机项目、国产化先进存储系统项目。在本次发行可转债募集资金到位之前，公司将根据募集资金投资项目实施进度的实际情况通过自有或自筹资金先行投入，并在募集资金到位后按照相关法律、法规规定的程序予以置换。

The UK, the UN, EE and rights groups have condemned the sentencing of the pro-democracy activist and publisher Jimmy Lai, a British citizen who has been jailed for 20 years in Hong Kong on national security convictions that critics say are politically motivated. Yvette Cooper, the UK foreign secretary, said: “For 78-year-old Jimmy Lai, 20 years is an effective life sentence, following a politically motivated prosecution under a law that was imposed to silence China’s critics. The Hong Kong authorities must end Jimmy Lai’s appalling ordeal and release him to be with his family.” His son Sebastian said Lai feared dying alone while his legal team called him the world’s current highest profile political prisoner. The UN rights chief, Volker Türk, said the verdict was incompatible with international law and must be quashed. “This outcome highlights how the vague and overly broad provisions of Hong Kong’s national security legislation can lead to being interpreted and enforced in violation of Hong Kong’s international human rights obligations,” he said. Anitta Hipper, an EU spokesperson, said that bloc “deplores” the outcome of Lai’s years-long prosecution and called for his immediate and unconditional release. View image in fullscreen Jimmy Lai’s son Sebastien Lai said he ‘fears not seeing his family again, he fears dying alone’. Photograph: Corey Rudy/Reuters Lai is the founder of Apple Daily, a popular pro-democracy newspaper that was forced to close in 2021, the year after his arrest. Once one of Hong Kong’s richest men, Lai was unusual among Hong Kong’s elites for also being an outspoken critic of the Chinese Communist party. He was arrested in 2020, weeks after the imposition of a draconian national security law in Hong Kong. The law was introduced by Beijing in response to months of pro-democracy protests in the territory, which Lai and his newspaper had supported. Critics say that the law criminalises dissent. The Chinese and Hong Kong authorities say that it was ...

Investing.com -- Chinese automaker BYD has filed a lawsuit against the U.S. government challenging President Donald Trump's tariffs and requesting a refund for all levies paid since last April. In the legal filing, four of BYD's U.S. subsidiaries argue that the law does not authorize border taxes, stating that "the text of IEEPA does not employ the word 'tariff' or any term of equivalent meaning." BYD stated in the lawsuit that it filed an independent complaint to protect its ability to receive refunds for tariffs already paid. The lawsuit, filed at the U.S. Court of International Trade on January 26, marks the first legal action by a Chinese carmaker over U.S. tariffs. It follows similar complaints from thousands of global companies with U.S. operations that have challenged Trump's use of the International Emergency Economic Powers Act (IEEPA) to impose border taxes. While BYD does not sell passenger cars in the United States, its American business includes buses and commercial vehicles, batteries, energy storage systems, and solar panels. According to its website, BYD North America employs 750 workers at its truck plant in Lancaster, California. President Trump has repeatedly claimed that Chinese cars threaten the future of the U.S. auto industry, though he has occasionally stated he would welcome Chinese automakers that build cars on U.S. soil. In a separate but related case, the U.S. Supreme Court is expected to rule on the legality of the tariffs. U.S. Trade Representative Jamieson Greer said last week that the court was taking its time given the "enormous" stakes involved. Related articles BYD sues U.S. government over tariffs, seeks refund Gold may hit $5,000/oz in 1H'26 - HSBC Goldman expects lower but still attractive stock market returns in 2026

格隆汇2月9日｜法国巴黎银行策略师警告称，人工智能带来的颠覆性风险可能会削弱美国软件公司企业债券的信用状况。软件股的大幅抛售反映出市场对其商业模式的担忧日益加剧，这种担忧可能蔓延至信贷市场。该行策略师表示，美国面临的与人工智能相关的风险敞口大于欧洲，这使得美国软件公司债券的吸引力下降。

知情人士称，阿波罗全球管理公司即将达成一项协议，向某投资载体提供约34亿美元贷款，该载体将购入英伟达芯片并租赁给埃隆・马斯克旗下的xAI公司。 SpaceX与xAI公司暂未就路透社的置评请求作出回应。 责任编辑：李肇孚

MCLEAN, Va., Feb. 9, 2026 /PRNewswire/ -- Kentro, a federal IT solutions firm, announced the promotion of JT Robinson from Senior Vice President of Technical Services to Chief Technology Officer (CTO). JT Robinson, Chief Technology Officer, Kentro Robinson brings more than 22 years of military and industry technical engineering experience and played a central role in building Kentro's technology capabilities. He stood up the company's Technical Services organization, established the company's Innovation Lab, Solution Architect Program, and created the Solution Architect Program to strengthen technical execution across programs. Through these efforts, Robinson led the transformation of legacy environments into modern, cloud-based and data-driven platforms, helping federal customers improve scalability, automation, and operational insight. His work advanced enterprise solutions including data fabric architecture, digital twins, and agentic coding platforms that support rapid prototyping and accelerate mission outcomes. Robinson led strategic technology partnerships with Microsoft Azure, Oracle, ServiceNow, Google Cloud Platform, HPE, and Databricks, expanding Kentro's ability to deliver integrated, AI-enabled solutions across infrastructure modernization, cybersecurity, and digital operations. "JT's technical vision established Kentro as an AI-first federal contractor," said Pinakin Patel, Chief Executive Officer of Kentro. "As CTO, he will continue driving our technology differentiation and translating emerging capabilities into measurable mission impact." As Chief Technology Officer, Robinson will oversee Kentro's enterprise technology strategy, innovation roadmap, and technical partnerships. About Kentro Kentro is a federal IT services and solutions provider delivering mission-critical capabilities across infrastructure modernization, data and AI services, cybersecurity, human capital solutions, and health IT. The company operates with an AI-first approach to moder...

法国央行周一表示，行长维勒鲁瓦将于6月卸任，较任期结束提前一年多，这意味着欧洲央行将失去一位持续主张降低利率的稳定声音。 现年66岁的维勒鲁瓦在致央行员工的信中宣布离职决定，并称他之后将出任一家天主教基金会的负责人，致力于帮助弱势青年与家庭。 照原计划，维勒鲁瓦应于2027年10月卸任。他提前离任使得法国总统马克龙能够在2027年春季总统大选之前任命继任者。 维勒鲁瓦的继任者须经国民议会和参议院财政委员会批准。 责任编辑：李桐

2026年2月9日，外交部副部长苗得雨应邀出席伊朗驻华使馆举办的国庆招待会，并会见伊朗驻华大使法兹里。苗得雨祝贺伊朗国庆并表示，近年来，在两国元首战略指引下，中伊全面战略伙伴关系取得长足发展。2026年是中伊建交55周年和建立全面战略伙伴关系10周年，中方愿同伊方一道，将元首共识落到实处，推动两国友好合作取得更大发展。当今世界变乱交织，中方愿同包括伊朗在内的各方一道，维护多边主义，反对单边霸权，反对以武力方式对他国施压，共同维护以联合国为核心的国际体系。法兹里感谢中方在伊朗国家发展道路上给予的宝贵支持，表示伊方期待以建交55周年为契机，深化各领域合作。伊方感谢中方主持公道，将继续坚定捍卫自身正当权益，愿同中方共同维护国际公平正义。(外交部网站)

Image source: The Motley Fool. Feb. 9, 2026 8:30 a.m. ET Call participants Chairman, President, and Chief Executive Officer — Lourenco Goncalves Executive Vice President, Chief Financial Officer — Celso Goncalves Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total Shipments -- 3.8 million tons, down compared to Q3 2025, attributed to "heavier than usual seasonal impacts." -- 3.8 million tons, down compared to Q3 2025, attributed to "heavier than usual seasonal impacts." Expected Shipments for Q1 2026 -- Management projects a return to approximately 4 million tons, citing "improved demand and less maintenance time at our mills." -- Management projects a return to approximately 4 million tons, citing "improved demand and less maintenance time at our mills." Full-Year 2026 Shipment Guidance -- 16.5 million to 17 million tons, as Executive Vice President, Chief Financial Officer Celso Goncalves expects "higher utilizations." -- 16.5 million to 17 million tons, as Executive Vice President, Chief Financial Officer Celso Goncalves expects "higher utilizations." Q4 2025 Price Realization -- $993 per net ton, a decrease of about $40 per ton, due to "lagging indices on spot prices," "the automotive volumes," and a disconnection in slab prices. -- $993 per net ton, a decrease of about $40 per ton, due to "lagging indices on spot prices," "the automotive volumes," and a disconnection in slab prices. 2026 Price Realization Outlook -- Management expects an approximately $60 per ton increase in realized prices, with further upside possible as pricing trends improve. -- Management expects an approximately $60 per ton increase in realized prices, with further upside possible as pricing trends improve. Unit Cost Achievement in 2025 -- Costs declined by $40 per ton, marking the third consecutive year of unit cost reductions. -- Costs declined by $40 per ton, marking the third consecutive year of unit cost reductions. Employee Reductions in 2025 -- About 3,...

Palantir Technologies Inc. (NASDAQ:PLTR) stock surged in premarket trading on Monday, extending Friday’s gains as the software sector remains volatile. Market Context The stock rebounded Friday, closing up 4.53% at $135.90 after sliding 6.83% the previous day, as broader market recovery signals emerged across major indices. Technical Analysis Palantir is currently trading approximately 14.7% below its 20-day simple moving average (SMA) and 21.9% below its 100-day SMA, indicating a bearish short-term trend. Over the past 12 months, shares have increased by 16.5%, and they are positioned closer to their 52-week highs than lows, reflecting a relatively strong long-term performance. The RSI is at 32.26, which is considered neutral territory, while the MACD is below its signal line, indicating bearish pressure on the stock. The combination of neutral RSI and bearish MACD suggests mixed momentum, indicating that traders should remain cautious. Key Resistance : $145 : $145 Key Support: $119 Earnings & Analyst Outlook Palantir Technologies Inc. is slated to provide its next financial update on May 4, 2026. EPS Estimate : 26 cents (Up from 13 cents YoY) : 26 cents (Up from 13 cents YoY) Revenue Estimate : $1.54 billion (Up from $883.86 million YoY) : $1.54 billion (Up from $883.86 million YoY) Valuation: P/E of 215.7x (Indicates premium valuation) Analyst Consensus & Recent Actions: The stock carries a Hold Rating with an average price target of $161.33. Recent analyst moves include: DA Davidson : Neutral (Lowers Target to $180.00) (Feb. 3) : Neutral (Lowers Target to $180.00) (Feb. 3) Citigroup : Buy (Raises Target to $260.00) (Feb. 3) : Buy (Raises Target to $260.00) (Feb. 3) UBS: Neutral (Lowers Target to $180.00) (Feb. 3) Benzinga Edge Rankings Below is the Benzinga Edge scorecard for Palantir Technologies, highlighting its strengths and weaknesses compared to the broader market: Value : Weak (Score: 1.74) — Trading at a steep premium relative to peers. : Weak (Score: 1....

北京时间2月9日晚，美股周一低开。投资者正等待至关重要的经济数据以及新一轮企业财报。几位美联储官员将在今天发表讲话。1月非农就业数据将推迟至本周公布。 道指跌114.79点，跌幅为0.23%，报50000.88点；纳指跌123.30点，跌幅为0.54%，报22907.91点；标普500指数跌14.75点，跌幅为0.21%，报6917.55点。 上周五美股大幅反弹，收复了此前遭遇的显著跌幅。上周美股科技股、尤其是软件股一度遭到抛售，比特币暴跌，随后随着投资者避险情绪缓解，主要股指收复部分失地。 上周五 道琼斯 工业平均指数暴涨1200点，涨幅约2.5%，收盘首次站上50000点大关。标普500指数上涨约2%， 纳斯达克 综合指数涨幅也超过2%。 比特币在上周四晚间跌破61000美元后，于周五重新站上70000美元关口。与此同时， Salesforce 等软件股收盘上涨。 整体来看，iShares扩展科技-软件行业ETF上涨3.5%，标志着该基金自上月月底进入熊市区域以来首次录得上涨。 LPL金融首席技术策略师Adam Turnquist表示：“在经历了八连跌之后，买家终于在周五重返软件板块，支撑了科技行业在接近11月低点关键支撑位时急需的反弹行情。虽然这是朝着正确方向迈出的一步，但更广泛的科技板块在明确突破12月高点之前，仍将处于区间震荡状态。” 他表示：“更广泛的市场要取得持续进展，重新获得科技板块的参与度可能至关重要。” 他预计如果没有科技股（尤其是软件股）更多的参与，标普500指数将难以触及7000点。 周一经济日程较为清淡，不过包括理事克里斯托弗-沃勒（Christopher Waller）和斯蒂芬-米兰（Stephen Miran）在内的几位美联储官员将在今日晚些时候发表讲话。 本周三，投资者将密切关注劳工统计局推迟发布的1月份就业报告。该报告原定于上周五发布，但因政府部分停摆而推迟。此前，ADP上周报告显示，1月份私营部门就业人数仅增加2.2万人，远低于预期。接受道琼斯调查的经济学家预计，这份备受关注的就业报告将显示1月份就业人数增加5.5万人。 同样因政府停摆而推迟的1月份消费者价格指数数据将于周五发布，市场普遍预期年增长率为2.5%。 分析师称，如果本周的企业财报表现良好，市场近期从科技股轮动的趋势可能会再次上演。 可口可乐 和 福特汽车 均定于周二公...

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格隆汇2月9日｜美股开盘，道指跌0.14%，标普500指数跌0.24%，纳指跌0.34%。 减肥药概念股普涨，诺和诺德涨超5%，礼来涨超2%，因仿制司美格鲁肽而遭到诉讼的Hims & Hers则大跌22%。 存储概念股走弱，美光科技跌超3%。 谷歌A跌0.58%，母公司公司Alphabet拟通过美元债券发行筹集约150亿美元。 甲骨文涨4.2%，戴维森投行将其股票评级从 “中性” 上调至 “买入”。 QuantumScape涨12.5%，已于上周启动固态电池试生产。 意法半导体涨7.6%，与亚马逊云科技达成数十亿美元的合作协议。

Image source: The Motley Fool. Monday, Feb. 9, 2026 at 8:30 a.m. ET Call participants Chief Executive Officer — Steve Towe President — Jeff Lautenbach Chief Financial Officer — David Wilson Need a quote from a Motley Fool analyst? Email [email protected] Risks David Wilson said, "we now expect leverage to decline to around 2.4 by year-end, compared to our prior expectation of approximately 2.25 times," citing investments to support the South African contract and working capital as drivers. Gross margin for services was affected by remapping and the exit of some higher-margin, non-core business, possibly limiting near-term expansion according to management commentary during the Q&A. Takeaways Service revenue growth -- Service revenue grew 11% year over year and now accounts for 80% of total revenue, up from 77% in the prior year. -- Service revenue grew 11% year over year and now accounts for 80% of total revenue, up from 77% in the prior year. Total revenue -- Total revenue increased 7% year over year; normalizing for a $2 million accelerated product revenue in the prior comparison period, growth was 9%. -- Total revenue increased 7% year over year; normalizing for a $2 million accelerated product revenue in the prior comparison period, growth was 9%. Recurring revenue -- Management reaffirmed a Q4 exit run rate target of 10% total revenue growth and over 10% recurring revenue growth for fiscal 2026. -- Management reaffirmed a Q4 exit run rate target of 10% total revenue growth and over 10% recurring revenue growth for fiscal 2026. Adjusted EBITDA -- Adjusted EBITDA rose 26% year over year to $25.7 million; adjusted EBITDA margin expanded by 4 percentage points to 23%. -- Adjusted EBITDA rose 26% year over year to $25.7 million; adjusted EBITDA margin expanded by 4 percentage points to 23%. Adjusted EBITDA gross margin -- Gross margin held stable at 67%, with product margins in the low 30% range. -- Gross margin held stable at 67%, with product margins in the low 30...

La Rosa Holdings ( LRHC ) on Monday said it has eliminated $5.5 million in outstanding debenture related to an institutional investor convertible note financing completed in February 2025. The note was converted into shares of the company’s common stock in accordance with its terms, and substantially all such shares have since been sold. Following the conversion, La Rosa said it no longer has any debentures outstanding from the February 2025 financing. LRHC +11.39% premarket to $1.76. Source: Press Release More on La Rosa Holdings La Rosa Holdings signs contract to acquire development site in Florida for proposed AI-data center La rosa Holdings announces 1-for-10 reverse stock split Seeking Alpha’s Quant Rating on La Rosa Holdings Financial information for La Rosa Holdings

Oracle (ORCL) stock rose as much as 9% on Monday after Gil Luria at DA Davidson upgraded the stock to Buy from Neutral, keeping a $180 price target on the stock and arguing that the overhang from OpenAI is set to lift. "We believe that a revamped OpenAI will return to its position as Google's top challenger and with a fresh stack of capital be able to live up to its obligations this year, including to Oracle," the firm wrote in a published Monday. "We believe this will remove the biggest concern from ORCL." In September, Oracle stock surged after the company revealed a massive increase in its contract backlog. Most of this increase was later revealed to be tied to OpenAI. Through the fall, investors soured on the stock amid both a perception that OpenAI had fallen behind in the AI race to Google — and to some extent Anthropic — and the scale of Oracle's financial obligations related to meeting these future contracts came to light. Oracle stock fell about 50% from its peak in September as fears rippled through the market. Even with Monday's move, shares are still down about 10% this year. Now, however, Luria and his team think the hate has gone too far, both towards Oracle and OpenAI. "We are now more positive on OpenAI, based on changes in strategy, new frontier models, the pressure on Google’s competitors from its recent ascent, and progress on its fundraising efforts," the firm wrote. "Most importantly, we believe OpenAI already has as much as $40B of cash on hand and may be raising as much as another $100B by the end of the quarter, which should help pay for the data centers Oracle is building for OpenAI." Luria and team also noted a more recent decline in Oracle stock has been attributed to the overall souring on software stocks from investors, but believes this fear has gone too far as well. "We believe companies will continue to pay for Oracle's products and that they will not be vibe coded away," DA Davidson wrote in its note. The firm also noted that Oracle ...

Oracle (ORCL) stock rose as much as 9% on Monday after Gil Luria at DA Davidson upgraded the stock to Buy from Neutral, keeping a $180 price target on the stock and arguing that the overhang from OpenAI is set to lift. "We believe that a revamped OpenAI will return to its position as Google's top challenger and with a fresh stack of capital be able to live up to its obligations this year, including to Oracle," the firm wrote in a published Monday. "We believe this will remove the biggest concern from ORCL." In September, Oracle stock surged after the company revealed a massive increase in its contract backlog. Most of this increase was later revealed to be tied to OpenAI. Through the fall, investors soured on the stock amid both a perception that OpenAI had fallen behind in the AI race to Google — and to some extent Anthropic — and the scale of Oracle's financial obligations related to meeting these future contracts came to light. Oracle stock fell about 50% from its peak in September as fears rippled through the market. Even with Monday's move, shares are still down about 10% this year. Now, however, Luria and his team think the hate has gone too far, both towards Oracle and OpenAI. "We are now more positive on OpenAI, based on changes in strategy, new frontier models, the pressure on Google’s competitors from its recent ascent, and progress on its fundraising efforts," the firm wrote. "Most importantly, we believe OpenAI already has as much as $40B of cash on hand and may be raising as much as another $100B by the end of the quarter, which should help pay for the data centers Oracle is building for OpenAI." Luria and team also noted a more recent decline in Oracle stock has been attributed to the overall souring on software stocks from investors, but believes this fear has gone too far as well. "We believe companies will continue to pay for Oracle's products and that they will not be vibe coded away," DA Davidson wrote in its note. The firm also noted that Oracle ...

Key Points Plug Power is currently losing a lot of money. The company has a plan to pivot towards generating positive operating income over the next few years. This shift could create a lot of value for Plug Power investors. 10 stocks we like better than Plug Power › Plug Power (NASDAQ: PLUG) has had its issues over the years. While the company created the first commercially viable market for hydrogen fuel cell technology, the industry has been slow to develop. As a result, the company has struggled to turn a profit over the years. However, Plug Power has worked to turn around its struggling operations while focusing on its best growth opportunities. That's powering my interest in the hydrogen stock's potential pivot toward generating income in the coming years. 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 » Deep in the red Plug Power generated $177 million in revenue during the third quarter of last year. That was only about $3 million more than it reported during the same period in 2024. The company's revenue didn't even come close to covering its operating costs. Plug Power's total cost of revenue was $297 million in the third quarter, while its net loss for the period was nearly $364 million. That was more than the $211 million net loss it posted in the year-ago period. As a result, the company is burning through cash to fund its operations and expansion. Plug Power used $90 million in cash in operating activities during the quarter. While that was down 49% from the year-ago period, the company had only $166 million in cash at the end of the quarter, leaving its liquidity dangerously low. The long-term pivot from loss to income Plug Power is a long way from turning a profit. However, the company has a plan to pivot to generating income over the next few years. Early last year, Plug Power laun...

U.S. stocks ended sharply higher on Friday, with tech stocks making a solid rebound after suffering for several days at a stretch, while Bitcoin recovered to some extent following a more than 50% decline in its market cap since hitting an all-time high three months back. All three major indexes ended in positive territory, with the Dow closing above the 50,000 mark for the first time. How Did The Benchmarks Perform? The Dow Jones Industrial Average (DJI) jumped 2.5% or 1,206.95 points, to finish at 50,115.67. The S&P 500 rose 2%, to close at 6,932.30 points. Tech, industrials, materials and energy stocks were the biggest gainers. Friday’s jump helped the index bounce back into positive territory for 2026. The Technology Select Sector SPDR (XLK) gained 4.1%. The Industrials Select Sector SPDR (XLI) rose 2.9%, while the Materials Select Sector SPDR (XLB) and Energy Select Sector SPDR (XLE) added 2% each. The Health Care Select Sector SPDR (XLV) climbed 1.9%. 10 out of the 11 sectors of the benchmark index ended in positive territory. The tech-heavy Nasdaq rose 2.2%, to end at 23,031.21 points. The fear gauge, CBOE Volatility Index (VIX), was down 18.42% to 17.76. Advancers outnumbered decliners on the S&P 500 by a 4-to-1 ratio. A total of 20.1 billion shares were traded on Friday, lower than the last 20-session average of 20.5 billion. On the Nasdaq, there were 214 new 52-week highs and 181 new lows. On the S&P 500, there were 88 new 52-week highs and 13 new lows. Tech Stocks Bounce Back Tech stocks made a solid rebound on Friday after witnessing a massive selloff over the past several sessions. Investors had been moving out of riskier assets for the past few days. However, they returned on Friday to buy some of the big and popular tech names on the dip. Oracle Corporation (ORCL) and Palantir Technologies Inc. (PLTR) were the biggest gainers on Friday, as investors returned to the big names at lower prices. Shares of Oracle Corporation and Palantir Technologies jumped...

马年新春即将到来之际，欢庆中国年系列文化活动在阿根廷陆续展开。当地时间2月8日，一年一度的阿根廷“欢乐春节”新年庙会隆重举行，作为拉美规模最大的春节庆典活动，庙会吸引了超过20万当地民众、华人华侨和各国游客齐聚一堂，共同迎接中国马年的到来。中央广播电视总台春晚宣传片惊艳亮相现场主屏幕，成为观众驻足关注的焦点，为南半球的盛夏增添了浓浓的中国年味儿。（央视新闻）