格隆汇2月25日｜奈飞(NFLX.US)涨近5%，报81.98美元。消息面上，派拉蒙将收购华纳兄弟探索的现金报价提高至每股31美元。新提案还包括一项70亿美元的监管终止费，以及华纳兄弟若退出现有协议需向奈飞支付的28亿美元“分手费”。 目前，奈飞与华纳兄弟探索公司在去年12月达成的每股27.75美元的合并协议仍然有效，并预计将于2026年第三季度完成。资深分析师Gary Black预测奈飞将在竞标战中“胜出”。(格隆汇)

artas/iStock via Getty Images Savers Value Village ( SVV )—the largest thrift shop for profit in the United States—reported its results last Thursday , and it seems the market viewed them positively after beating revenue estimates while keeping EPS in line. And, looking at my initial thesis , we're right in the middle ground between my last two articles. Seeking Alpha The market is still heavily pricing in the Ares overhang (a private equity firm that still holds ~75% of Savers' shares and, since its 2023 IPO, has been looking to exit after milking special dividends) and a softer environment for thrift stores in Canada. MarketScreener My 'Hold' rating here is tactical. Besides the fact that we have few comparable publicly traded companies (most thrift stores like Goodwill and Salvation Army are non-profit, and luxury resale has a predominantly online presence) and Savers certainly has the capacity to be a kind of 'serial acquirer,' the risks still don't make me slap a 'Buy' here. Who knows, maybe Ares will sell its shares directly to a strategic investor? That would be great, as it would eliminate the biggest risk of the thesis today, which is the massive selling pressure that Ares' abrupt exit would represent. That said, I read the Q4 FY 2025 results and the FY 2026 projections, and I have to say I quite liked what I saw. The U.S. segment continues to grow in both volume and average ticket per customer. Savers seems to be shifting to a more selective product mix to remain surfing on a more premium customer base. And I'm not the only one saying this. The CEO stated both at the ICR Conference and on the earnings call that approximately 40% of customers are under 45 years old and that, overall, 45% of all customers have an annual income above $100,000. As we shared at ICR, based on our loyalty program data, roughly 40% of our U.S. shoppers are under the age of 45 and about 45% of the household income above $100,000. These trends reinforce the powerful secular shift to...

In this article META AMZN GOOGL BAC Follow your favorite stocks CREATE FREE ACCOUNT Bloom Productions | Digitalvision | Getty Images Fears over artificial intelligence are now hitting bond investors, according to the latest credit investors survey from Bank of America Global Research. An AI bubble is seen as the top risk for the first time, with investors expecting a surge in bond issuance from hyperscalers, the February poll found. Some 23% of those surveyed said it was their biggest concern, compared to 9% who said so in the firm's December poll. Companies including Amazon , Google parent Alphabet and Meta have announced big spending plans as they scale out their AI capabilities. Investors of high-grade credit now expect $285 billion in issuance by hyperscalers this year, up from the $210 billion anticipated in December's survey, Barnaby Martin, credit strategist at Bank of America, said in a note Tuesday. "Yet, investors are more sanguine on the ultimate tech disruption ahead: just 10% say that AI-driven corporate obsolescence is their big worry," he wrote. Those obsolescence fears have hit the stock market in recent weeks, as concern over AI disruption spread across a variety of sectors. Software companies , for instance, have tumbled after announcements from AI company Anthropic about new AI tools . While stocks have reversed course since the latest sell off on Tuesday, the iShares Expanded Tech-Software Sector ETF is still down more than 25% year to date. Elsewhere, geopolitics isn't a big factor on bond investors' radar these days, with only 10% saying it is their top fear, despite growing tensions between the U.S. and Iran, Martin noted. No investor said central bank policy error is the big risk, even with a new Federal Reserve chair expected to take the helm in May.

期市夜盘收盘，国内期货主力合约多数下跌。跌幅方面，合成橡胶跌超2%，对二甲苯、PTA、PVC跌超1%。涨幅方面，LPG、燃油、白糖涨超1%。

格隆汇2月25日丨美国银行在周二发布的一份报告中称，预计未来12个月内，黄金价格将涨至每盎司6000美元。该机构补充道：“尽管当前白银价格的上涨可能加速太阳能电池板制造商的需求萎缩，但今年白银价格仍有可能再次涨至每盎司100美元以上。”

Broadcom Inc. (AVGO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Broadcom Inc. (AVGO) Reports Next Week: Wall Street Expects Earnings Growth Yahoo Finance

Push for good nature news before polls with reintroduction of white-tailed eagles, pine martens and beavers in England White-tailed eagles, pine martens and beavers will be released across England before the May elections as the Labour government attempts to staunch the flow of nature-loving voters to the Green party. Plans to reintroduce these lost species to the country have been mooted for years, but the previous Conservative government failed to get them over the line after opposition from landowners and its own MPs. Continue reading...

The leadership shown by four Premier League players in highlighting racism last weekend must be replicated, and addressing representation is part of that Recent incidents involving Sir Jim Ratcliffe and Vinícius Júnior have offered a new layer to the question Kick It Out is often asked when discrimination occurs: is it getting worse or are more people reporting it? The question has been posed again this week after four Premier League players highlighted racist abuse sent to them on social media after matches last weekend. Continue reading...

“Even if they have tremendous numbers, we know the markets are really fickle,” said Ken Mahoney, president of Mahoney Asset Management. After powering the market higher for much of the past few years, Nvidia shares have gone cold in recent months, rising just 3.8% since the start of the fourth quarter, as investors question the hundreds of billions of dollars customers like Alphabet Inc. and Microsoft Corp. are spending on AI.

Just 3 days left to save up to $680 on your TechCrunch Disrupt 2026 ticket. Offer ends on Friday, February 27 at 11:59 p.m. PT. Don't miss unparalleled, curated networking and valuable insights from 250+ tech leaders, and discover 300+ breakout innovations. Register now.

Resident Evil has always been a strange creature: Like many of its most notable monsters, it has shifted and evolved into various forms. From its blocky days of tank-controlled Z-list actors to first-person fright fests, the franchise's identity is not so much tied to genre as theme: zombies, viruses, very ugly monsters. Now, with Requiem , we have its first proper chimera, mixing the first-person horror of the latest installments with the fan-favorite action of Resident Evil 4 . Along with this are two playable characters that embody these two very different styles, with beloved Leon S. Kennedy returning as a middle-aged action hero alongsid … Read the full story at The Verge.

It took me a while to recover from the first big scare in Resident Evil Requiem . There I was, hunched over with a screen inches from my face and headphones in my ears, when a gigantic woman began chasing me through a dimly lit hallway intent on, well, eating me. It was a heart-racing sequence, and when I finally got to a save room I had to put the game down for a few minutes. It was an early indication that Requiem was a great game, and further evidence that the Switch 2 is becoming a welcome home for third-party titles. Since Nintendo's latest console launched last June , there have been few chances to see how it directly stacks up to other … Read the full story at The Verge.

Major earnings expected after the bell on Wednesday include: NVIDIA Corporation ( NVDA ) Salesforce ( CRM ) Snowflake ( SNOW ) The Trade Desk ( TTD ) IonQ ( IONQ ) Other earnings slated for release after Wednesday's close include: A , ACAD , ADMA , ADTN , AHT , AI , ALKT , APA , ARQT , ARRY , BJRI , BMA , CAPL , CCAP , CCIF , CHDN , CHE , CHMI , CHRD , CHYM , CPRX , CRGY , CSV , CWT , DBRG , DORM , DXPE , EE , EFC , EHTH , ENVX , EPR , ERII , FSK , FTAI , GDRX , GNL , GPRK , GRBK , HCI , HEI , HNST , HTO , IMAX , INN , JOBY , KNTK , LB , LMAT , LTBR , LXU , LYSCF , MDXG , METC , MGNI , MGRC , MIRM , MRVI , MYRG , NOG , NPKI , NRDS , NSA , NTNX , NU , ORA , OSUR , OUT , PEB , PR , PRCT , PSKY , PSTG , RCUS , RDW , ROOT , RRGB , RVMD , SBGI , SBLK , SDGR , SDRL , SEZL , SKYT , SLNO , SM , SNPS , SPOK , SRPT , SSP , STN , STRL , SVC , TASK , TCOM , TDOC , TKO , TRMD , TTI , UHS , UMH , URBN , VAC , VCYT , VECO , VICI , VIST , VTOL , WHD , WSR , WTRG , XPER , ZM For Seeking Alpha's full earnings season calendar, click here .

Microsoft and fellow hyperscalers ramp AI spending as agentic AI shifts from chat to action, spotlighting new disruptors like Monday.com.

Zacks Investment Ideas feature highlights: Microsoft, Meta Platforms, Alphabet, Amazon, NVIDIA, IGV and MNDY Yahoo Finance

Around 8 in 10 Americans are at least somewhat concerned about a recession, a December 2025 survey from financial association MDRT found. If you're on the path to retirement, a recession or bear market could throw a wrench in your plans. While economic conditions may be out of your control, avoiding these three common mistakes could help protect your nest egg against potential volatility. Image source: Getty Images. Continue reading

2026年2月24日，我国商务部连续发布2026年第11号、第12号公告，依法将40家日本实体分别列入出口管制管控名单和关注名单，并同步出台针对性出口管制措施。 这是今年1月商务部发布关于加强两用物项对日本出口管制的公告后，又一次出手。 目的中方也说得很明确。商务部指出， 此次举措依据《中华人民共和国出口管制法》和《中华人民共和国两用物项出口管制条例》等法律法规，旨在制止日本“再军事化”和拥核企图。 与此同时，要注意， 依法列单行为仅针对少数日本实体，相关措施仅适用于两用物项，不影响中日正常经贸往来，诚信守法的日本实体无须为此担忧。 而与上述诚信守法日本实体依法开展正常贸易的中国实体及境外实体，也可继续保持正常商业合作。 中国依法列单，目的是维护国家安全，履行国际防扩散义务，合法，且正当。 如何看待中国商务部此次措施？谭主跟对外经贸大学教授纪文华聊了聊。其中，有三个特点值得注意。 其一，首次启用关注名单制度，开启我国出口管制精准治理新路径。 根据2024年12月1日起施行的《两用物项出口管制条例》第二十六条规定：“无法核实两用物项最终用户、最终用途的，国务院商务主管部门可以将有关进口商、最终用户列入关注名单。” 此次将斯巴鲁株式会社、东京科学大学、富士航空、三菱材料等20家日本实体列入关注名单，是上述条款的首次实际适用，具有重要的制度示范意义。 关注名单的逻辑很清晰： 通过强化审查和风险评估，对最终用途不明、存在潜在军事风险的实体实施精准管控。 不是直接禁止，而是严格审查。 而且，这不是永久性标签。商务部明确提到：被列入的实体若能切实履行配合核查等义务，可依规向商务部申请移出名单，经核实确认后可予移除。 纪文华告诉谭主，通过提供合理可行的救济渠道，体现了我国管制措施所蕴含的法治精神。 其二，对管控名单的实体采取严格禁止措施，彰显制止日本“再军事化”和拥核图谋的坚定立场。 针对三菱造船株式会社等20家被列入管控名单、参与提升日本军事实力的实体，具体措施涵盖两个层面： 一是禁止我国出口经营者向上述实体出口两用物项； 二是禁止境外组织和个人将原产于中华人民共和国的两用物项转移或提供给上述实体。正在进行的相关活动应当立即停止。 上述措施符合《两用物项出口管制条例》第二十九条、第四十九条等规定，于法有据，可有效实现对两用物项“直接出口＋间接转移”的多链条管控，也显示了我国出口...

Image source: The Motley Fool. Feb. 25, 2026, 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Can cutting methane leaks help fuel the rising energy demand from AI data centers? On this episode of the ESG Currents podcast, Carl Pope, former Sierra Club executive director, and Last Mile Production CEO Zach Wagner join BI climate analyst Andrew Stevenson to discuss how leaking and vented methane has the potential to help meet Texas’ surging power demand. Methane leaks are a major source of greenhouse gas emissions, and capturing that lost gas could help ease rising US natural gas costs.

玉渊谭天发文称，2026年2月24日，我国商务部连续发布2026年第11号、第12号公告，依法将40家日本实体分别列入出口管制管控名单和关注名单，并同步出台针对性出口管制措施。如何看待中国商务部此次措施？谭主跟对外经贸大学教授纪文华聊了聊。其中，有三个特点值得注意。其一，首次启用关注名单制度，开启我国出口管制精准治理新路径。关注名单的逻辑很清晰：通过强化审查和风险评估，对最终用途不明、存在潜在军事风险的实体实施精准管控。不是直接禁止，而是严格审查。而且，这不是永久性标签。商务部明确提到：被列入的实体若能切实履行配合核查等义务，可依规向商务部申请移出名单，经核实确认后可予移除。纪文华告诉谭主，通过提供合理可行的救济渠道，体现了我国管制措施所蕴含的法治精神。其二，对管控名单的实体采取严格禁止措施，彰显制止日本“再军事化”和拥核图谋的坚定立场。其三，此次措施是1号公告的升级版。

US stocks gained on Wednesday as Nvidia Corp. , the top-weighted S&P 500 Index stock, climbed ahead of the chipmaker’s earnings report after the market close. The S&P 500 Index rose 0.6% at 9:54 a.m. in New York, with five of 11 sectors in the green, led by shares of technology, communications and financial companies. The Nasdaq 100 Index added 1.2%. Shares of Nvidia, a benchmark for the artificial-intelligence trade, rose 1% . The company accounts for nearly 8% of the S&P 500, and its results come as investors are increasingly nervous about the outlook for AI and its disruptive potential across industries including finance and software. “The next compelling move in the stock market will be decided by tonight’s earnings/guidance from Nvidia,” Matthew Maley , chief market Strategist at Miller Tabak + Co., wrote in a note. “It remains the most important stock…in the most important leadership group…in the stock market.” Software stocks have been particularly vulnerable to AI jitters recently. Workday Inc. ’s disappointing results on Tuesday evening added to that concern. The company’s shares tumbled 4.1% after it gave an outlook for quarterly subscription sales that fell short of estimates. Also after the close, investors will get earnings from software companies Salesforce Inc. and Snowflake Inc. Axon Enterprise Inc. jumped after profits at the maker of Tasers and public-safety software beat estimates. Analysts see Axon as an AI winner rather than a company at risk of disruption. Decliners after disappointing earnings included GoDaddy Inc. , First Solar Inc. , Lowe’s Cos Inc. and HP Inc. , which warned that higher memory prices were weighing on its outlook. In other corporate news, Netflix Inc. advanced 4.6% after Warner Bros. Discovery Inc. said a new $31-a-share buyout offer from Paramount Skydance Corp. could lead to a better deal than its existing agreement with Netflix.

The BTC price is up today, rising above the psychological $66,000 level today. This comes amid U.S. Trade Representative Jamieson Greer’s statement that the U.S. won’t hike tariffs, a move that calms fears over another trade escalation between the two largest economies. BTC Price Climbs Above $66,000 TradingView data shows that Bitcoin is trading above

Fears that artificial intelligence may spell bad news for software giants have been pressuring stock market valuations for months. Now, those same fears are creeping into private markets too. Buyers are demanding discounts of as much as 20% to take a piece of private equity firms’ technology-heavy portfolios off their hands, according to people familiar with the matter. That’s worse than the 5% discount they were seeking just weeks ago, the people said, asking not to be identified discussing non-public deals. As a result, some investors who were preparing to launch their portfolio sales have pumped the brakes for now, two of these people said. “Many buyers would rather lower their price and then figure it out later,” Verdun Perry , global head of Blackstone Inc. ’s secondaries unit, said in an interview, declining to speak about specific deals. “As the dust settles, that discount will decline for some companies and increase for others.” The moves risk sparking a slowdown in secondaries transactions for buyouts and other parts of the private market. That slice of the industry has exploded in recent years as higher interest rates slowed traditional exits such as mergers and acquisitions as well as initial public offerings. Fears of AI’s potential for disruption intensified this year as AI startups continue to release new models that have the ability to transform the way many industries operate. Thoma Bravo and Vista Equity Partners have rushed to reassure investors that their portfolios were healthy, while publicly traded managers such as Blackstone, KKR & Co. , Apollo Global Management Inc. and Carlyle Group Inc. each said they have had minimal exposure to the sector. Read More: Thoma Bravo, Vista Seek to Calm Fears Over AI Threat to Software Uncertain Environment Buyers are parsing secondary portfolios to see whether software holdings are susceptible to AI disruptions, said Nigel Dawn , global head of private capital advisory at Evercore Inc. “Others are stepping ba...

The Poland Data Centers & Cloud Infra Market presents opportunities in hybrid cloud adoption and renewable energy integration. A growing number of enterprises are shifting to hybrid solutions, offering providers chances to deliver flexible, cost-efficient services. Investment in renewables will lower data center costs, aligning with environmental goals.Dublin, Feb. 25, 2026 (GLOBE NEWSWIRE) -- The "Poland Data Centers & Cloud Infra Market" report has been added to ResearchAndMarkets.com's offeri

Sumala Chidchoi UK-based digital bank Revolut is reportedly eyeing a sale of shares in the second half of 2026 ahead of a potential public listing. The latest fundraising consideration is at an early stage, with no decision taken over the size and timing of the sale, people familiar with the matter, who asked not to be identified discussing confidential information, told Bloomberg News . The firm's investors have been pushing for a new process that would value Revolut at a minimum of $100B, the sources reportedly said. Notably, the secondary share sale in November 2025 valued Revolut at $75B . Widely seen as Europe's most valuable startup, the challenger bank's fundraising efforts have been closely watched with speculation that an IPO is on the cards, according to the Wednesday report. Revolut is working on a valuation of at least $150B through any listing, according to some of the people. As of early 2026, the company was said to be expanding its financial services. In September 2025, the closely-held fintech introduced a high-yield savings account for U.S. customers. More on IPOs MOZAYYX Acquisition prices upsized $261M IPO AI chipmaker Cerebras confidentially files for IPO: report Medtronic's diabetes unit MiniMed seeks up to $784M in U.S. IPO

The Trump administration has ordered U.S. diplomats to lobby against countries' attempts to regulate how American tech companies handle foreigners' data.

When Block ( XYZ ) announces fourth-quarter earnings on Thursday, Wall Street expects the financial services provider to post EPS of $0.65, implying an 8.5% decline, while revenue is expected to increase 3.2% to $6.22B for the quarter. During the Q3 earnings call, Block projected a Q4 2025 gross profit of $2.755 billion, with year-over-year growth exceeding 19%. The firm expects Q4 adjusted operating income of $560 million, with adjusted operating income margins expanding to 20%. The financial services provider also raised full-year gross profit guidance to $10.243 billion and adjusted operating income to $2.056 billion, reflecting nearly 28% year-over-year growth. Block, with a market cap of $30.55B, bags a Buy rating from Seeking Alpha analysts and Wall Street analysts. Seeking Alpha analyst Stephen Ayers initiated a Buy rating, saying that Block’s core Square and Cash App businesses deliver double-digit growth and improving profitability despite Bitcoin-related headwinds. Ayers highlighted that Block’s upmarket strategy, data moat, and AI integration position it well against competitors like Toast, PayPal, and Big Tech entrants. However, he also warned about risks such as AI disruption, intensified competition, Afterpay credit exposure, and potential regulatory changes impacting interchange fees. However, the stock has declined nearly 22% so far this year, underperforming the broader S&P 500 Index, which gained 0.65% during the same period. Seeking Alpha’s Quant rating rated XYZ a Hold as momentum and revisions have dragged down the rating. Earlier this month, Bloomberg reported that Block ( XYZ ) could slash up to 10% of its workforce as part of an overhaul. However, Seeking Alpha analyst Juxtaposed Ideas rated the stock a Buy, saying that XYZ's renewed growth strategy leverages AI-driven features, demographic expansion, and aggressive cross-selling to accelerate adoption and boost profitability. Over the last two years, XYZ has beaten EPS estimates 38% of the t...