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Oracle stock was upgraded to a buy rating Wednesday by analyst at Oppenheimer amid a steep sell off for the AI stock.

格隆汇2月25日｜美股涨幅扩大，纳指涨超1%，标普500指数找那个0.6%，道指涨0.4%。

美國與伊朗舉行新一輪會談前，美國總統特朗普指控德黑蘭政府正研製可以攻擊美國的導彈，伊朗外交部批評特朗普散布不實言論。 全球最大航母、美軍福特號，繼續停靠希臘南部克里特島的基地，預計稍後前往中東，會合另一艘航母林肯號。而美國與伊朗代表周四會在日內瓦再就核問題談判。 特朗普發表國情咨文時表示，絕不允許伊朗發展核武。又聲稱伊朗已研製出能夠威脅歐洲和海外美軍基地的導彈，並正研製很快能打到美國的導彈。 伊朗外交部發言人批評美方誤導，又指特朗普的言論是重覆的「彌天大謊」。伊朗武裝部隊總參謀長警告若遭到侵略，伊朗將讓侵略者付出慘重代價。

Data center electricity demands are increasing, and this energy company is seeing demand for its products explode.

Key PointsThere has been a surge in demand for gas turbines and grid equipment, especially from data centers powering AI.

教育局過去五個學年，共接獲72宗涉及校園欺凌的個案。 當中15宗經調查後，確定投訴成立或部分成立，按嚴重程度由校方按校本訓輔機制，或轉交警方處理。 平機會就接獲25宗，涉及性欺凌未成年人的投訴個案。至於刑事方面，去年分別有290名、129名及326名10至17歲青少年，涉嫌傷人、非禮及盜竊被捕，跟前一年差別不大。 保安局局長鄧炳強回覆立法會書面質詢時指，香港負責刑事責任的最低年齡為10歲較內地等為低，會適時考慮要否調整。

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酷派集团公告，公司全资附属公司Digital Tech于2026年2月25日（香港时间）收购了39000股MSTR股份，总代价约为498万美元（约38.89百万港元），相当于每股MSTR股份约127.58美元（约996.40港元）。

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美国运通（American Express）已选择纽约市曼哈顿下城的世贸中心2号楼作为其新的全球总部。 这家全球支付公司周三表示，该建筑预计将于2031年完工，美国运通计划成为这栋面积200万平方英尺、55层高大楼的唯一所有者和入驻者。该公司称，该大楼将能容纳10000人。 美国运通自1986年以来一直将其总部设在目前的维西街200号（200 Vesey Street），并计划在新大楼完工前将总部保留在原址。 虽然该公司没有透露新总部的造价，但表示该项目预计将为纽约市经济贡献约59亿美元，为纽约州整体经济贡献63亿美元。计划于今年春季开始施工。 责任编辑：李桐

纳斯达克100指数涨幅扩大至1%。

Sundry Photography/iStock Editorial via Getty Images There’s a big difference between an AI story and an AI business, and SoundHound AI, Inc. ( SOUN ) has crossed the line from the former to the latter. The company has real revenue and is expanding its deployments across industries like automotive, financial services, healthcare, insurance, hospitality, and telecommunications. It also has an enterprise AI agent platform that is starting to get some good traction. In my view, the question now is whether the stock’s current price matches its business reality. I will touch on its financials in more detail later, but the company has gone from around $13 million in sales in Q3 FY to $42 million in Q3 FY25, a 220% jump in two years. Its gross margins are less impressive over the same period, but it is making some progress on an operating margin basis. I think this is what a scaling platform should look like, so let me break down what SoundHound is actually doing now. Seeking Alpha What Does SoundHound Do? SoundHound describes itself as a “global leader in conversational intelligence, offering independent Voice AI solutions that enable businesses to deliver high-quality conversational experiences to their customers.” But it’s not always been that, and in fact, it was founded in 2005 as Melodis Corporation. At the time, it was developing a music identification search engine and app. But it got into the Voice AI game around 2009, and today, it sells voice, chat, and generative AI solutions to businesses in all major industries, some of which I mentioned in the intro. SoundHound Investor Presentation - November 2025 It also has over 300 patents to its name and employs under 900 people, which is a big jump from where it was a few years ago. In terms of its business model, the company makes money from: Subscriptions Royalties Monetization. The first two are the main bread and butter for now, but management is confident that the latter will start contributing more to the topline...

After Home Depot’s solid quarter, investors are turning to Lowe’s. Stronger same-store sales trends and a lower valuation could give it an edge.

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(RTTNews) - XPEL, Inc. (XPEL) reported earnings for its fourth quarter that Increased, from the same period last year

Investing.com -- Advanced Micro Devices’ new multi-year supply agreement with Meta could prove transformational for the chipmaker, with Piper Sandler arguing the deal positions the company for “roughly another hundred billion dollars of revenues over the next five years.”

In this article AXON Follow your favorite stocks CREATE FREE ACCOUNT Rick Smith, CEO of Axon Enterprises. Adam Jeffery | CNBC Axon Enterprise 's stock surged more than 18% after the maker of Tasers, body cameras and drones topped Wall Street's fourth-quarter estimates as artificial intelligence accelerated demand for its software products The company reported adjusted earnings of $2.15 per share on $797 million in revenue, surpassing the $1.60 per share and $755 million in revenue expected by analysts surveyed by LSEG. Axon also issued upbeat revenue guidance for 2026, calling for growth between 27% and 30%, compared to a 25.8% estimate. CEO Rick Smith said that since starting the company in 1993, AI has brought a "moment unlike anything" he has seen. "If we deploy AI more aggressively and more thoughtfully than anyone else in this space, while honoring the responsibility that comes with the operating environment we operate in, we will create value that our customers simply cannot replicate," he told analysts on an earnings call Tuesday. Read more CNBC tech news Waymo opens robotaxi service to 'select riders' in Houston, Dallas, San Antonio and Orlando Meta strikes AI chip deal with AMD days after committing to deploy millions of Nvidia GPUs Uber acquiring parking app SpotHero as it moves beyond ride-hailing and food delivery Tesla sues California DMV to reverse ruling that company engaged in false advertising on FSD Axon said AI capabilities accounted for about 10%, or $750 million, of total bookings last year as it infused more tech into its tools. Some of those AI features include automatic license plate recognition and a voice-activated companion built into a body camera. The tool, known as Axon Assistant, attracted more than 500 customers. Finance chief Brittany Bagley said Axon expects its software business, which grew 40% during the quarter to $343 million, to soon outpace hardware growth due to AI tailwinds. Revenue grew 39% from a year ago. Net income total...

European Union nations are just weeks away from a decision on where to host the bloc’s new customs agency, in what could be an initial flash point in the race to pick the next European Central Bank chief. A home for the EU Customs Authority will be chosen on March 25, the Council of the EU said in a statement on Wednesday. France, Italy, Poland and Spain are among nine countries fielding candidate cities. A shortlist of two locations will be crafted by the EU Council, comprised of the bloc’s heads of government. The European Parliament will make its own picks separately before each then reveal their choices. “If one candidate appears on both shortlists, that candidate will be automatically declared as selected, and no further voting will be required,” according to the statement. “If there is no overlap, the co-legislators will proceed to a series of voting rounds to select a candidate.” While picking a city for an EU institution is a fairly routine procedure, this selection will take place at a sensitive time for horse-trading within the bloc. Half of the members on the ECB’s Executive Board, including a successor to President Christine Lagarde , will need to be picked before the end of 2027. Beyond the ECB itself, both European Council President Antonio Costa and European Parliament President Roberta Metsola are up for re-election when their 2-1/2-year terms expire — Costa’s in May 2027 and Metsola’s in January. That means the selection of EUCA could be used as a pawn to garner favor in one of those contests. Two years ago, the appointment of Spain’s Nadia Calvino as European Investment Bank chief was speculated by some to have been part of a quid-pro-quo that ensured Germany’s victory in the race to host the EU’s Anti-Money Laundering Authority in Frankfurt. This time round, Brussels observers consider Lille in France and the Polish capital, Warsaw, to be strong contenders to host ECAS. Italy is lobbying hard however for Rome to get the prize.

格隆汇2月25日｜惠普(HPQ.US)跌3.3%，报17.56美元，创2020年10月以来新低。消息面上，惠普第一财季营收同比增长6.9%至144亿美元，调整后每股收益81美分，均超过市场预期；调整后营业利润率为6.9%，低于市场预期的7.4%。惠普目前预计2026财年每股收益将位于2.9至3.2美元指引范围的低端，多重因素挤压利润空间，包括美国关税的不确定性，以及存储芯片供应短缺且价格飙升。(格隆汇)

peterschreiber.media/iStock via Getty Images Southern Co. ( SO ) said Wednesday its Georgia Power and Alabama Power subsidiaries received a loan package of up to $26.5B from the U.S. Department of Energy's Office of Energy Dominance Financing, which is expected to result in ~$7B in savings for its customers over the ~30-year term of the loans. Under the new loans, Southern's ( SO ) subsidiaries will be among the first to take advantage of the funding provided by President Trump's Energy Dominance Financing Program and will finance a portfolio of projects across the company's southeastern service territory. " These loans will help lower the cost of investments in our grid that will enhance reliability and resilience for the benefit of our customers," Southern ( SO ) Chairman, President and CEO Chris Womack said. The energy infrastructure investments include power from natural gas, nuclear uprates and license extensions, hydropower and battery energy storage, as well as transmission system improvements and grid enhancements, the company said. More on Southern Company Southern Company: A Buy Even If You Don't Believe The AI Hype; Dividend Aristocrat Status Near Southern Company: Hold Because Of Overvaluation In Utilities Southern Company: Steady Growth But Priced Right, 3.2% Yield (Downgrade)

Tom Werner/DigitalVision via Getty Images Introduction BioNTech SE ( BNTX ) used its COVID-19 vaccine success to build a strong balance sheet. But can they leverage that cash to launch and sustain a durable oncology franchise? – That is the 17-billion-dollar question. The market still looks at BioNTech as a COVID-19 vaccine story, but that framing is outdated. At $110 per share, BNTX has a market cap of ~$27.6 billion. If you take out the cash, though, the market appears to be valuing the entire operating business at just around $11 billion in enterprise value. That business includes its late-stage oncology pipeline, still revenue-generating vaccine franchise, ADC portfolio, bispecifics, and personalized mRNA. Even if you ignore the rest of it but still believe that the oncology pipeline has a real chance of commercial success, the question becomes simple: is $11 billion a reasonable number to put against a phase 3 oncology strategy with global partners and a fortress-like balance sheet? Let’s run the math. Implied Valuation Per Share Given a total debt of $288 million and an enterprise value of $10.88 billion, and taking shares outstanding as ~250.93 million, we get an operating business value per share of $43.37. Cash per share is $68, so, cross-checking, we get implied operating value per share as $42, which matches the operating business value per share if we consider the $1.15 debt per share. So the market is effectively saying BioNTech’s oncology + vaccine business is worth $42 per share. What are you getting for that $10.88 billion? For that enterprise value, what BNTX is offering: Multi-Phase III Pumitamig (PD-L1 × VEGF-A) across SCLC, NSCLC, TNBC Multiple ADC assets (HER2, TROP2, B7-H3, HER3) Personalized mRNA cancer vaccines (Genentech partnership) Cell therapy programs Residual COVID/respiratory franchise Let us take just one asset, the late-stage Pumitamig. BioNTech does not provide peak-sales guidance for Pumitamig. I therefore built a quick bottom-up g...

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The director of Finding Nemo and Wall-E has made an ambitious yet entirely baffling mess with the help of Rashida Jones and Kate McKinnon In the first few minutes of In the Blink of an Eye, director Andrew Stanton’s long-gestating, epoch-spanning sci-fi epic, a Neanderthal man (Jorge Vargas) explores a perilously rocky beach 45,000 years ago. For some reason, he decides to climb one of the larger, steeper rocks – for food? For a view? But he loses his grip and falls backward, landing on the sharp stones below with a sickening, visceral squelch. That moment is, I think, supposed to convey the fragility of early human existence – one second you’re foraging, the next you’re impaled and/or imperiled – though I couldn’t help but think of the film’s own cursed journey. Shot all the way back in 2023, In The Blink of an Eye is just now arriving on Hulu about three years later after many delays – not unheard of in the relatively glacial world of movie production, though never a good sign, especially considering that Stanton is the creative force behind such sentimental juggernauts as Wall-E and Finding Nemo (as well as several other Pixar movies, plus John Carter). The protracted timeline suggested that it was either going to be tricky and ambitious, a hard-fought journey of space and time, or, more likely, a complete mess. Continue reading...

纳斯达克100指数涨幅扩大至1%，成分股Axon涨18.6%，西部数据涨8.2%，希捷科技涨5.8%，Strategy涨5.4%，奈飞涨4.6%，汤森路透涨4.8%，Atlassian目前跌2.6%，Workday跌3.8%，CoStar Group跌7.4%。 标普500指数涨0.6%，道指涨0.4%，纳指涨0.9%，半导体指数涨1.9%，银行指数反弹0.7%。

primeimages/E+ via Getty Images When it comes to designing the perfect business model, it’s hard to think of something better than investment management. As an asset manager, your fixed costs are relatively low, there’s minimal cost of capital, and your fee sources are typically recurring in nature. Not only that, but your earnings grow exponentially in line with your overall AUM, assuming that your products remain competitive. In the investment management industry, these days, it’s all about scale. With the emergence of firms like Vanguard and BlackRock ( BLK ), fee compression has become the norm and created new classes of winners and losers. Blackstone ( BX ) clearly is one of those winners. As an asset manager focused primarily on private asset classes, including real estate, credit, and private equity, Blackstone has become the trusted go‑to asset manager for high‑dollar pension funds that need to deploy tens of billions of dollars. At the same time, the company’s scale has allowed it to streamline cost centers, driving margin efficiency and strong ROA vs peers. I first wrote about Blackstone roughly one year ago, when I labeled the stock a 'Buy' on the expectation that continued asset inflows, ongoing FRE expansion, and a reasonable‑looking price point made shares attractive. Unfortunately, this has been one of my worst calls since I began writing here on Seeking Alpha, and shares of Blackstone have returned roughly -34% over the last 12 months, significantly trailing the S&P’s +16% performance: Seeking Alpha What’s behind the decline? Why have shares of the prolific asset manager gone down, amidst a solid year of growth for the underlying company? Today, I’ll break down the company’s recent performance, allay perception issues with the stock, and make the case that shares of Blackstone, now trading at under 7x sales, represent an unbelievable long‑term deal for investors. Sound good? Let’s dive in. Financials I alluded to Blackstone’s business model at the st...

Proposal approved by Modi government will bring official English name into line with Malayalam language The Indian state of Kerala, known as “God’s own country” for its golden beaches and lush tea plantations, is to be given a new name. Narendra Modi’s cabinet has approved a proposal to change the southern coastal state’s name from Kerala to Keralam. The move will bring the official English name into line with how it is pronounced in Malayalam, the primary language spoken by the state’s estimated population of 35 million. Continue reading...

Here's Why Nvidia (NVDA) is a Strong Growth Stock Yahoo Finance

DNY59/E+ via Getty Images Blue Owl: From Premium Multiples To Becoming A Value Play I don't know whether I should feel sorry or aggrieved for the alternative asset managers, as they encountered the most significant downdraft in recent years. In fact, we are looking at losses all the way back to mid-2023. For those of us who were watching the industry developments back then, I'm quite sure you remember the days of the Silicon Valley Bank debacle. Yes, that's right; almost three years of hard-earned gains have been obliterated in this massive decline. To be fair to Blue Owl Capital Inc. ( OWL ), I believe the company has been working very hard to convince investors that the portfolio remains robust. However, the fact that most of their fee-based revenue (about 60%) is driven by the exposure in direct lending is always going to be very challenging in the current context, where direct lending is undergoing a messy market reckoning. Blue Owl AUM (Bloomberg) OWL has been on a massive run to accelerate the growth of its AUM, crossing just over the $307M mark in Q4. And you know that part of the whole industry's proposition is to leverage the growth into retail money. That space has always been a bit contentious, especially when you think about the protections that regulators have consistently set aside for the retail public previously. However, the ongoing pace in financial sector deregulation has also propped up investor sentiment in this previously more opaque segment of the market. And then, add on the massive opportunity to get more retail money on board to fuel the relentless AI infrastructure themes underlining OWL’s recent debt financing deals with the hyperscalers like Meta ( META ) and other notable data center players. However, amid the unprecedented opportunity and growth levers underpinning the outlook for the alternative asset managers, the collapse in software multiples appears to have thrown a spanner in the works, as the market digests their portfolio expos...

Antonio Bordunovi/iStock Editorial via Getty Images On Wednesday, we get earnings from Nvidia ( NVDA ) - (still) the most important company in the world. Let's talk about what to expect... We've closely tracked Nvidia over the past three years in these daily notes. And as we've discussed, following the explosive growth in 2023, it became clear that Nvidia's supply had hit a wall by 2024. Quarterly growth became relatively fixed, and the year-over-year growth rate slowed from triple digits to mid-double digits. But remember, in October of last year, Jensen gave some very clear clues that growth was back. In his keynote at an Nvidia developer conference in DC, he posted this slide of capex plans from the big hyperscalers... This projected over half a trillion dollars in planned capex spend for 2026 - rising to $632 billion through 2027. So, more than $1.1 trillion over the next two years. The bigger news was this next chart he showed... From this, Jensen said they have 20 million of the most advanced chips already spoken for through 2026 (Blackwell and then Rubin), representing half a trillion dollars in revenue! He went on to say, "the next five quarters there's half a trillion dollars" to fulfill. So, that was a pretty good clue on what was coming in Q3 (the report this past November). Would they deliver? Did they have the supply? Yes, and yes. They did $51 billion in data center revenue alone in Q3. It was the hottest quarter-over-quarter growth in seven quarters. And it was led by compute - the compute component grew by $10 billion, up 27% on the quarter. That $51 billion was a huge number and demonstrated that new global manufacturing capacity had come on-line for Nvidia's most advanced chips. You can see it in this chart... But if we parse Jensen's comments from that October presentation, the "five quarters" he referenced did not include Q3. So, tomorrow's Q4 would be the first of five quarters that Jensen himself has told us they have half a trillion dollars to...