CSG Systems International press release ( CSGS ): Q4 Non-GAAP EPS of $1.53. Revenue of $323.1M. Full year 2025 financial results: Total revenue was $1.22 billion. GAAP operating income was $118.7 million, or an operating margin of 9.7%, and non-GAAP operating income was $226.2 million, or a non-GAAP adjusted operating margin of 20.3%. GAAP earnings per diluted share ( EPS ) was $1.98 and non-GAAP EPS was $5.14. Cash flows from operations were $155.9 million, with non-GAAP adjusted free cash flow of $146.4 million. More on CSG Systems International Seeking Alpha’s Quant Rating on CSG Systems International Historical earnings data for CSG Systems International Dividend scorecard for CSG Systems International Financial information for CSG Systems International

American Superconductor press release ( AMSC ): Q3 GAAP EPS of $2.62 beats by $2.55 . Revenue of $74.53M (+21.4% Y/Y) beats by $5.5M . For the fourth quarter ending March 31, 2026, AMSC expects that its revenues will exceed $80.0 million. The Company’s net income for the fourth quarter of fiscal 2025 is expected to exceed $3.0 million, or $0.07 per share. The Company's non-GAAP net income (as defined below) is expected to exceed $8.0 million, or $0.17 per share. More on American Superconductor American Superconductor: Capitalizing On Grid Modernization American Superconductor Corporation (AMSC) M&A Call Transcript American Superconductor: Back To Earth After Runaway Momentum AMSC buys transformer maker Comtrafo in Brazil Seeking Alpha’s Quant Rating on American Superconductor

This article first appeared on GuruFocus. Insightful Moves in the Fourth Quarter of 2025 Manning & Napier Group, LLC (Trades, Portfolio) recently submitted its 13F filing for the fourth quarter of 2025, revealing strategic adjustments in its investment portfolio. Manning & Napier (NYSE: MN) is a well-established investment management firm, founded in 1970, that offers a wide array of investment solutions, including equity and fixed income portfolios, as well as blended asset portfolios. The firm serves a diverse clientele, including high-net-worth individuals and institutions, and is known for its proprietary bottom-up investment process. This process involves rigorous fundamental analysis and peer review to ensure that each investment aligns with the firm's strategic objectives and valuation criteria. Manning & Napier Group, LLC Reduces Stake in UnitedHealth Group Inc by 65.05% Summary of New Buy Manning & Napier Group, LLC (Trades, Portfolio) added a total of 161 stocks during the fourth quarter. The most significant addition was United Parcel Service Inc (NYSE:UPS), with 1,826,084 shares, accounting for 2.36% of the portfolio and a total value of $181,951,010. The second largest addition was The Cooper Companies Inc (NASDAQ:COO), consisting of 1,564,026 shares, representing approximately 1.68% of the portfolio, with a total value of $128,985,220. The third largest addition was First American Financial Corp (NYSE:FAF), with 1,026,480 shares, accounting for 0.83% of the portfolio and a total value of $63,693,090. Key Position Increases Manning & Napier Group, LLC (Trades, Portfolio) also increased stakes in a total of 120 stocks. The most notable increase was in Elevance Health Inc (NYSE:ELV), with an additional 344,237 shares, bringing the total to 368,426 shares. This adjustment represents a significant 1,423.11% increase in share count, a 1.57% impact on the current portfolio, and a total value of $129,151,730. The second largest increase was in ASML Holding NV ...

The rotation out of techs continued in a divided stock market, but Eli Lilly jumped. Google rose late on earnings and huge capital spending plans.

More drops for technology stocks weighed on Wall Street Wednesday. The S&P 500 fell 0.5% for its fifth modest loss in the last six days. The Dow Jones Industrial Average rose 260 points, or 0.5%, and the Nasdaq composite sank 1.5%. More than twice as many stocks rose within the S&P 500 than fell, but sinking technology stocks weighed on the index for a second straight day. Advanced Micro Devices dropped 17.3% even though the chip company reported a stronger profit for the latest quarter than analysts expected. It also gave a forecast for revenue for the start of 2026 that topped analysts’ expectations, but that may not have been enough for investors after its stock had doubled over the last 12 months. Tech stocks are broadly feeling pressure, even when they deliver stronger-than-expected profits. Big Tech stocks are facing criticism that their prices shot too high following their yearslong dominance of the market. Companies like software makers, meanwhile, are struggling with questions about whether they’ll lose in the future to competitors powered by artificial-intelligence technology. Uber Technologies also dragged on the market after falling 5.1%. The ride-hailing company reported results for the latest quarter that fell short of analysts’ expectations. It also gave a forecast for profit in the current quarter that was below analysts’ expectations, while naming a new chief financial officer. Some tech stocks nevertheless climbed, including a 13.8% rise for Super Micro Computer. The company, which sells AI servers and other equipment, delivered a stronger profit for the latest quarter than analysts expected. Eli Lilly rallied 10.3% after topping analysts’ expectations for profit in the latest quarter. It’s been riding big growth created by its Mounjaro and Zepbound products for diabetes and weight loss. Match Group climbed 5.9% after reporting better results than analysts expected and increasing its dividend. The company credited early signs of success from effort...

大跌过后 摩根士丹利 认为部分另类投资公司出现入场良机 华尔街最大的另类投资公司和业务发展公司（BDC）周二股价大跌后，摩根士丹利分析师Michael Cyprys表示，尽管一些投资组合公司“可能面临来自人工智能（AI）颠覆的风险，但也为另一些公司带来机遇”。 软件股的无差别抛售并无止步迹象 摩根大通 称其已被市场“未审先判” 软件制造商、广告公司和投资机构遭遇新一轮抛售，摩根大通分析师Toby Ogg称这个行业不仅是在证明无罪前被下了有罪推定，甚至已经到了未审先判的程度。 美国参议院银行委员会主席：沃什提名获得确认的可能性为100% 参议院银行委员会主席Tim Scott表示，特朗普提名的美联储主席人选凯文·沃什获得参议院确认的可能性为100%。 众议院重量级共和党人：调查鲍威尔令沃什更难获确认 众议院金融服务委员会主席、共和党人French Hill对CNBC表示，政府调查杰罗姆·鲍威尔“导致对沃什的确认程序更加困难”。 责任编辑：李桐

Strap yourself in for a Wembley showdown between Manchester City and Arsenal that should be as fascinating on the grass as the sideline where Pep Guardiola and Mikel Arteta bid to outsmart each other. City’s manager was the Arsenal No 1’s tutor from 2016-19 when Arteta was his coach. This forged a friendship but there may be fireworks between them after Guardiola was incensed by the Spaniard’s claim he had “all the information” on City after they complained about Arsenal’s “dark arts” tactics in the 2–2 draw at the Etihad Stadium last season. Expect the spat to be returned to by media inquisitors after City booked a 22nd trip to Wembley under Guardiola in the quest to claim his fifth League Cup. They did so easily, two Omar Marmoush goals and a Tijjani Reijnders strike ending Newcastle’s defence embarrassingly. Anthony Elanga scored for Eddie Howe’s side but he will be angered at the defensive horror show that cost them. City’s own rearguard remains leaky so if Newcastle were more ruthless, it might have been them in the final for a second successive year. Howe urged Newcastle to impose themselves early, then saw City score seven minutes in and by the interval the tie was all but finished. The opener came when Reijnders passed to Marmoush down the left. He veered towards goal and Dan Burn raced across, but when slide tackling the giant defender took the ball, it ricocheted against the Egyptian’s leg and looped over the helpless Newcastle goalkeeper, Aaron Ramsdale, and in. Guardiola skipped in jubilation as City’s control tightened. Yet immediately the home rearguard was bisected as Anthony Gordon curved the ball left to Joe Willock before James Trafford, running out, killed the danger. City’s deputy keeper did the same when, this time, Gordon had the chance – Trafford narrowed the angle expertly, a corner was conceded, and Newcastle failed to profit. Before this Rayan Aït-Nouri had fed Reijnders in on City’s left but the Dutchman blazed wide, and later in a crowded...

Qualcomm, Inc. (NASDAQ: QCOM), a leading manufacturer and supplier of digital wireless communication products, on Wednesday reported stronger-than-expected revenue and earnings for the first quarter of fiscal 2026. Revenues increased to $12.3 billion in the first quarter from $11.67 billion in the year-ago quarter, exceeding estimates. Revenue from the CDMA Technologies division grew 5%, and Technology Licensing revenue rose 4% YoY. On a reported basis, the company posted net income of $3.0 billion or $2.78 per share for Q1, compared to $3.2 billion or $2.83 per share in the corresponding quarter last year. Adjusted profit was $3.50 per share in the December quarter, compared to $3.41 per share in Q1 2025. “Our momentum across personal, industrial, and physical AI is growing, as evidenced by recent product announcements at CES and customer traction. While our near-term handsets outlook is impacted by industry-wide memory supply constraints, we are encouraged by end-consumer demand for premium and high-tier smartphones, and remain on track to achieve our fiscal 2029 revenue goals,” said Cristiano Amon, CEO of Qualcomm.

Qualcomm (QCOM) Q1 FY26 revnue rises on strong demand; results beat estimates AlphaStreet News -

Terreno Realty press release ( TRNO ): FY FFO of $2.77 beats by $0.07 . Revenue of $476.38M (+24.5% Y/Y) beats by $10.36M . More on Terreno Realty Terreno Realty: 2026 FFO Consensus Looks Conservative Terreno Realty sees marginal drop in fourth quarter-end occupancy Terreno Realty raised to Buy at Piper Sandler on management optimism Seeking Alpha’s Quant Rating on Terreno Realty Historical earnings data for Terreno Realty

Magnera press release ( MAGN ): Q1 Revenue of $792M. Non-GAAP: Adjusted EBITDA of $93 million Fiscal 2026 guidance: Reaffirmed adjusted EBITDA of $380 - $410 million and free cash flow of $90 - $110 million More on Magnera Magnera Corporation: A Show-Me Story Seeing Positive Beginnings Magnera Corporation (MAGN) Presents at Bank of America Leveraged Finance Conference Transcript Magnera Corporation (MAGN) Presents at Bank of America Leveraged Finance Conference - Slideshow Magnera targets 9% EBITDA growth for 2026 amid continued synergy realization and Project CORE execution Seeking Alpha’s Quant Rating on Magnera

He said that on one occasion he was sent from Gatwick Airport to Reading - a round trip of about 110 miles (175km) and costing more than £100 - to take an asylum seeker from their hotel to a dentist appointment which was 1.5 miles away.

Alphabet (GOOG, GOOGL) late Wednesday reported a stronger-than-expected fourth quarter as Google clo Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

This article first appeared on GuruFocus. First Eagle Investment (Trades, Portfolio)'s Strategic Moves in Q4 2025 First Eagle Investment (Trades, Portfolio) recently submitted its 13F filing for the fourth quarter of 2025, revealing strategic investment decisions made during this period. Established in 1864, First Eagle is a renowned independent investment management firm offering advisory services to a diverse clientele, including private investment funds, institutional accounts, and high-net-worth individuals. The firm is known for its value-oriented approach, focusing on long-term performance to preserve capital. This strategy involves rigorous bottom-up fundamental analysis and on-site research, ensuring a comprehensive understanding of investment prospects. First Eagle prioritizes securities with intrinsic value and long-term potential, aiming to mitigate market risks. Weyerhaeuser Co: A Significant Addition to First Eagle Investment's Portfolio Summary of New Buy First Eagle Investment (Trades, Portfolio) added a total of 53 stocks to its portfolio in the fourth quarter of 2025. The most significant addition was The Magnum Ice Cream Co NV (NYSE:MICC), with 16,313,055 shares, accounting for 0.46% of the portfolio and valued at $260.54 million. The second largest addition was Dorman Products Inc (NASDAQ:DORM), with 73,342 shares, representing approximately 0.02% of the portfolio, valued at $9.04 million. The third largest addition was Eagle Materials Inc (NYSE:EXP), with 51,334 shares, accounting for 0.02% of the portfolio and valued at $10.61 million. Key Position Increases First Eagle Investment (Trades, Portfolio) also increased its stakes in a total of 175 stocks. The most notable increase was in Weyerhaeuser Co (NYSE:WY), with an additional 23,485,504 shares, bringing the total to 37,621,004 shares. This adjustment represents a significant 166.15% increase in share count, impacting the portfolio by 0.98%, with a total value of $891.24 million. The second la...

MSA Safety delivers protective equipment and detection systems to global industrial sectors, with annual revenue topping $1.8 billion. On Feb. 4, Madison Asset Management, LLC disclosed a new position in MSA Safety (MSA +1.44%), acquiring 568,244 shares. Its quarter-end position was valued at approximately $91 million. The position represents 1% of the 13F reportable assets under management (AUM) Its outside the fund's top five holdings What else to know Top holdings after the filing: NASDAQ:ACGL: $415,566,746 (4.8% of AUM) NASDAQ:ROST: $271,540,765 (3.1% of AUM) NASDAQ:PCAR: $249,949,983 (2.9% of AUM) NASDAQ:GOOGL: $241,621,170 (2.8% of AUM) NYSE:APH: $181,201,300 (2.1% of AUM) Company overview Metric Value Revenue (TTM) $1.86 billion Net income (TTM) $279.92 million Dividend yield 1.13% Price (as of market close February 3, 2026) $184.26 Company snapshot MSA Safety is a provider of advanced safety solutions, with a broad portfolio focused on protecting workers and critical infrastructure in high-risk industries. The company leverages a century-long legacy and established brands to maintain a strong market position in industrial safety and protection services. Offers safety products including fixed gas and flame detection systems, breathing apparatus, portable gas detectors, industrial head protection, firefighter helmets, protective apparel, and fall protection equipment. Serves distributors and end-users in industries such as oil and gas, fire service, construction, utilities, military, and mining across North America, Latin America, and international markets. Generates revenue through the design, manufacturing, and sale of safety equipment and related services, leveraging both direct and indirect sales channels globally. What this transaction means for investors Madison Asset Management quickly bought up MSA Safety shares during the fourth quarter. Previously, it held no shares and bought more than 500,000 shares during the three-month period. Valued at $91 mill...

Key Points Madison Asset Management bought 568,244 shares during the fourth quarter. The shares had a value of about $91 million at year end. The position accounted for 1% of the fund's AUM. 10 stocks we like better than MSA Safety › On Feb. 4, Madison Asset Management, LLC disclosed a new position in MSA Safety (NYSE:MSA), acquiring 568,244 shares. Its quarter-end position was valued at approximately $91 million. The position represents 1% of the 13F reportable assets under management (AUM) Its outside the fund's top five holdings What else to know Top holdings after the filing: NASDAQ:ACGL: $415,566,746 (4.8% of AUM) NASDAQ:ROST: $271,540,765 (3.1% of AUM) NASDAQ:PCAR: $249,949,983 (2.9% of AUM) NASDAQ:GOOGL: $241,621,170 (2.8% of AUM) NYSE:APH: $181,201,300 (2.1% of AUM) Company overview Metric Value Revenue (TTM) $1.86 billion Net income (TTM) $279.92 million Dividend yield 1.13% Price (as of market close February 3, 2026) $184.26 Company snapshot MSA Safety is a provider of advanced safety solutions, with a broad portfolio focused on protecting workers and critical infrastructure in high-risk industries. The company leverages a century-long legacy and established brands to maintain a strong market position in industrial safety and protection services. Offers safety products including fixed gas and flame detection systems, breathing apparatus, portable gas detectors, industrial head protection, firefighter helmets, protective apparel, and fall protection equipment. Serves distributors and end-users in industries such as oil and gas, fire service, construction, utilities, military, and mining across North America, Latin America, and international markets. Generates revenue through the design, manufacturing, and sale of safety equipment and related services, leveraging both direct and indirect sales channels globally. What this transaction means for investors Madison Asset Management quickly bought up MSA Safety shares during the fourth quarter. Previously, it hel...

China’s discounted crude purchases are coming under strain as the United States tightens its stance on Iran and Venezuela, with analysts warning that more refineries may have to turn to higher-priced barrels from Canada, Brazil and the Middle East. The world’s second-largest economy is also accelerating its shift to electric vehicles and ramping up domestic fossil fuel production to help narrow its oil supply gap, while maintaining strategic reserves to mitigate any potential disruption. After securing influence over Venezuela’s oil sector, US President Donald Trump has begun ramping up pressure on Iran, warning last month that countries doing business with Tehran would face a 25 per cent tariff on US trade. Advertisement Washington issued general licences last week allowing American firms to trade Venezuelan crude, but Chinese, Russian and Iranian entities remain barred from doing so under US sanctions. China’s official customs data showed limited direct exposure to the two markets: the country has recorded zero crude imports from Iran since 2023, while Venezuelan oil made up just 0.1 per cent of its total imports last year. Advertisement But industry data suggests there are significant off-the-books flows: according to trade intelligence firm Kpler, Iran shipped 1.38 million barrels of crude per day to Chinese buyers in 2025, which the firm calculated would account for around 13 per cent of China’s total seaborne volumes, down from 14.5 per cent the previous year. Venezuelan oil accounted for less than 4 per cent in both years.

(RTTNews) - Markel Group Inc. (MKL) released a profit for full year that Drops, from the same period last year The company's bottom line came in at $2.080 billion, or $169.22 per share. This compares with $2.711 billion, or $199.32 per share, last year. Excluding items, Markel Group Inc. reported adjusted earnings of $2.304 million or $182 per share for the period. The company's revenue for the period rose 4.7% to $15.513 billion from $14.813 billion last year. Markel Group Inc. earnings at a glance (GAAP) : -Earnings: $2.080 Bln. vs. $2.711 Bln. last year. -EPS: $169.22 vs. $199.32 last year. -Revenue: $15.513 Bln vs. $14.813 Bln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

文章提及标的 纽约金 -- 纽约银 -- COMEX黄金期货收涨1.04%，报4986.4美元/盎司；COMEX白银期货收涨5.36%，报87.77美元/盎司。

Monarch Casino & Resort press release ( MCRI ): Q4 GAAP EPS of $1.25 misses by $0.12 . Revenue of $140M (+4.1% Y/Y) beats by $0.61M . More on Monarch Casino & Resort Monarch Casino: Valuation Is Nearly Fair, Optionality Is Not

Feb 4 (Reuters) – Advanced Micro Devices shares fell nearly 7% in premarket trading on Wednesday after the chipmaker’s lackluster quarterly sales forecast rekindled investor doubts over its ability to take on AI chip bellwether Nvidia. The chipmaker’s ‍retreat comes alongside a broader selloff in global software stocks tied to fears that AI will replace software and related tools, following an updated chatbot release from AI developer Anthropic. For hardware makers such as Nvidia and AMD, the risk remains that AI tools have shown limited real-world productivity gains and investor patience with Big Tech’s mounting AI spending is ‌waning. Nvidia fell 0.6% and Broadcom slid 1.24%. The iShares semiconductor ‌ETF dipped 0.5% in premarket trading. Although AMD’s shares doubled in 2025, outpacing the chip index, analysts cautioned its AI gains hinge on a narrow customer base as Nvidia aggressively courts rivals’ partners, including a reported $20 billion push tied to chip startup Groq. AMD forecast first‑quarter revenue ​of about $9.8 billion, plus or minus $300 million, slightly ahead of analysts’ estimates at $9.67 billion. But the forecast was still lower than $10.27 billion in the fourth quarter. The ‍disappointing outlook comes despite a late boost from ​China-bound AI chip sales approved under a U.S. license that generated $390 ​million. Without those sales, AMD’s data center segment would have missed estimates in the ‍fourth quarter. “In such an intense environment, overall results weren’t all that much beyond ‘inline’ without the China boost,” Bernstein analyst Stacy Rasgon said, adding that near‑term AI numbers “are not really inflecting.” CEO Lisa Su said demand for AMD’s next‑generation AI servers, including shipments to OpenAI and other customers, is set to accelerate sharply in the ‍second half of the year, adding that a global memory‑chip shortage would not constrain production. Investors’ reaction to AMD’s performance was in stark contrast to a more than 10%...

(RTTNews) - Mid-America Apartment Communities, Inc. (MAA) reported a profit for fourth quarter that Dropped, from last year The company's bottom line came in at $56.64 million, or $0.48 per share. This compares with $165.72 million, or $1.42 per share, last year. The company's revenue for the period rose 1.0% to $555.55 million from $549.83 million last year. Mid-America Apartment Communities, Inc. earnings at a glance (GAAP) : -Earnings: $56.64 Mln. vs. $165.72 Mln. last year. -EPS: $0.48 vs. $1.42 last year. -Revenue: $555.55 Mln vs. $549.83 Mln last year. full year Guidance Earnings per common share - diluted $4.11 to $4.47 The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Broadcom Inc (NASDAQ:AVGO) shares are rising in extended trading on Wednesday after Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) forecasted a massive jump in capital expenditures this year. Broadcom stock is among today’s top performers. Why is AVGO stock up today? Google CapEx Expectations Soar Alphabet reported earnings for the fourth quarter after the market close on Wednesday, beating estimates on the top and bottom lines with revenue of $113.83 billion and adjusted earnings of $2.82 per share. The number that really stands out is the tech giant’s anticipated CaPex of $175 billion to $185 billion for 2026. Analysts had been anticipating total spend of around $115 billion this year, according to a Reuters report, citing data compiled by LSEG. “We're seeing our AI investments and infrastructure drive revenue and growth across the board,” Alphabet’s Google said in its earnings release. The significantly raised CaPex guidance signals much more spending on data centers, AI hardware and cloud infrastructure. That bodes well for Broadcom as Google is a huge customer of Broadcom's ASIC business, which involves supplying high-performance, application-specific chips for hyperscalers. Broadcom helps design and manufacture Google's tensor processing units (TPUs), the company’s in-house specialized AI chips for internal AI infrastructure. Broadcom has been involved in every generation of Google's TPU AI chips, handling design translation, high-speed interfaces, packaging and more. Alphabet said Google Cloud revenue increased 48% year-over-year in the fourth quarter. “Our first party models, like Gemini, now process over 10 billion tokens per minute via direct API use by our customers, and the Gemini App has grown to over 750 million monthly active users,” CEO Sundar Pichai said. AVGO Stock Rises In After-Hours Trading AVGO Price Action: Broadcom shares were up 6.73% at $328.73 at the time of publication on Wednesday, according to Benzinga Pro. Broadcom’s RSI is currently at 38....

JHVEPhoto/iStock Editorial via Getty Images MetLife ( MET ) on Wednesday posted Q4 2025 earnings that exceeded Wall Street expectations as its Group Benefits and Retirement and Income Solutions divisions delivered double-digit earnings growth. Q4 adjusted EPS , excluding notable items, of $2.58 surpassed the $2.34 average analyst estimate and jumped from $2.08 in Q4 2024. Total revenue of $23.8B, missing the $31.6B consensus, rose from $18.7B in the year-ago quarter. Adjusted premiums , fees, and other revenue climbed to $18.6B from $14.4B in last year's Q4. Adjusted net investment income was $5.58B in Q3, up from $5.30B in Q4 2024. Adjusted return on equity of 17.6% at Dec. 31, 2025, vs. 15.4% at Dec. 31, 2024. Expenses totaled $22.7B, up from $17.3B in Q4 2024. Adjusted book value per share rose to $57.07 at the end of Q4 from $54.81 in Q4 2024. Adjusted earnings growth by segment (reported basis): Group Benefits rose 12% Y/Y Retirement and Income Solutions gained 18% Y/Y. Asia inched up 0.2% Y/Y. Latin America slipped 1.5% Y/Y. Europe, the Middle East and Africa jumped 64% Y/Y. Conference call on Feb. 5 at 9:00 a.m. ET. More on MetLife MetLife Preferreds Reviewed: Hold For Now MetLife Q4 2025 Earnings Preview Dividend Roundup: CVS, MetLife, AT&T, Verizon, and more Seeking Alpha’s Quant Rating on MetLife Historical earnings data for MetLife

Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Qualcomm Qualcomm Looks Cheap: The Next Guidance Could Make It Way Cheaper Qualcomm: Ignored Personal AI Boom Qualcomm: Underperforming Its Peers But Still Warrants Positive Attention Qualcomm crashes amid weak Q2 guidance Apple call provides insight into non-AI memory market: Kuo

Helmerich & Payne press release ( HP ): Q1 Non-GAAP EPS of -$0.15 misses by $0.26 . Revenue of $1.02B (+50.6% Y/Y) beats by $31.46M . Operational Outlook for the Second Quarter of Fiscal Year 2026 The guidance below represents our expectations as of the date of this release. North America Solutions: Direct margin (2) between $205 million and $230 million Average rig count of approximately 132 to 138 contracted rigs International Solutions: Direct margin (2) between $12 million and $22 million Average rig count of approximately 57 to 63 contracted rigs (5) Offshore Solutions: Direct margin (2) between $20 million and $30 million Average management contracts and contracted platform rigs of approximately 30 to 35 Other: Direct margin (2) contribution from the Company's other operations between $3 million and $8 million Other Estimates for Fiscal Year 2026 Depreciation for fiscal year 2026 is now expected to be approximately $700 million Research and development expenses for fiscal year 2026 are still expected to be roughly $25 million General and administrative expenses for fiscal year 2026 are still expected to be approximately $265 million to $285 million Cash taxes to be paid in fiscal year 2026 are still expected to be approximately $95 million to $145 million Interest expense for fiscal year 2026 is still expected to be approximately $100 million Shares -1.2% AH. More on Helmerich & Payne Helmerich & Payne, Inc. (HP) Q4 2025 Earnings Call Transcript Helmerich & Payne, Inc. 2025 Q4 - Results - Earnings Call Presentation Helmerich & Payne: There Is Still Some Upside Helmerich & Payne Q1 2026 Earnings Preview Helmerich & Payne CEO John Lindsay to retire

智能手机芯片生产商 高通 公司对当前财季营收给出平淡的展望，令人担忧存储芯片短缺导致价格上涨可能抑制手机需求。高通股价在盘后交易中重挫。 高通周三盘后公布财报称，第二财季营收预计达到102亿至110亿美元。剔除部分项目后每股收益料达2.55美元。彭博汇总的数据显示，分析师的平均预估为营收112亿美元、每股收益2.89美元。 高通称，虽然高端手机仍有需求，但由于存储芯片供应紧张且价格大涨，部分客户（尤其是中国客户）的手机产量将低于预期。高通首席执行官Cristiano Amon正在推动公司转型，增加面向汽车、个人电脑和数据中心的芯片销售，使业务更加多元化，但这些新业务的规模仍不足以弥补手机芯片市场放缓。 Amon在声明中表示：“尽管短期内我们的手机芯片业务展望受到全行业存储芯片供应受限的影响，但我们仍对高端智能手机的需求感到鼓舞。” 高通股价周三在纽约收报148.89美元，盘后下跌约9%。该股今年以来已下跌13%。 截至12月28日的第一财季，剔除部分项目后，高通每股收益2.78美元；当季营收增长5%，至约123亿美元。分析师的预估为每股收益3.41美元、营收122亿美元。 责任编辑：李桐

Investors have quickly moved to sell shares of companies that looked like they could be on the menu

Investors have quickly moved to sell shares of companies that looked like they could be on the menu

What Happened in Markets Today Tech stocks continued their selloff. Tuesday’s software selloff spread on Wednesday to AI-enabling stocks that had rallied a lot this year. The worst performer in the Nasdaq was chipmaker Advanced Micro Devices, which fell 17% after reporting worse-than-expected results.