美国总统特朗普在Truth Social发帖称，“我可以利用许可证对外国做出绝对‘可怕’的事情，尤其是那些几十年来一直占美国便宜的国家。” “但令人费解的是，根据裁决，不能向他们收取许可证费—但所有许可证都要收费，为何美国不能？” 注：鉴于特朗普关税风险 欧盟势将冻结对与美国贸易协议的批准程序 责任编辑：郭明煜

Amazon didn’t overtake Walmart by winning retail alone.

ICE raids are now an HR problem.

After long fruitful rallies and explosive spikes, insiders are selling APH, RCL and FCX. See which of these sales raise alarm bells among investors.

janssenkruseproductions/iStock via Getty Images The Undercovered Dozen is a weekly Seeking Alpha editor-curated series highlighting 12 articles on lesser-covered stocks from the previous seven days. We hope this provides ideas and inspires discussion among the community. Today, we're looking at articles published between Feb. 6 and Feb. 12. Take a look at what these less-covered stocks might hold for you. And please join the conversation below to share what you think: Are any of these worth following up on? And are there other undercovered ideas that you like? MPLX: 12% Distribution Growth For Years To Come Treading Softly | Buy A core holding in our portfolios is MPLX LP Common Units ( MPLX ). When we last covered it with a "Buy" rating in November , we thought the partnership had plenty of organic growth projects to continue producing business growth. The company's investment-grade balance sheet was another positive. Another plus was the safety of its distribution. Clinching the buy case, units were modestly undervalued. Fast forward a few months, and we're reiterating our "Buy" rating. The company cited promising U.S. natural demand growth forecasts as justification for a predominant focus on natural gas and NGL capex with its $2.4 billion organic growth capex plan for 2026. MPLX's leverage ratio remains viable. Exceptional distribution growth appears poised to persist. Finally, units are still reasonably valued. Read more here. PDI: A Special Entry Point For This Fund Skeptical12 | Buy Understanding the investing cycle is important. While obviously long-term investing goals are by definition inflexible, the strategies used to reach these benchmarks should change as the market environment evolves. Certain investment strategies, such as focusing on the energy sector, worked well during the recent inflationary period, but these approaches are obviously no longer as effective in the current economic landscape. The rate of inflation has consistently remained below 3 ...

(RTTNews) - Emera Inc (EMA.TO) will host a conference call at 8:30 AM ET on February 23, 2026, to discuss Q4 25 earnings results.

Boarding1Now/iStock Editorial via Getty Images In November, I downgraded United Parcel Service, Inc.'s ( UPS ) stock from hold to buy, driven by tariff uncertainty. The stock price, however, increased nearly 25% and exceeded even the 14% upside that I saw for the stock. In hindsight, this should perhaps have been a buy rating, but overall, I am not unhappy with the hold rating. In this report, I discuss the company’s Q4 2025 earnings, the outlook for 2026, and update my price target for UPS. UPS Revenues And Margins Decline UPS has been reducing lower-margin work, removing 1 million packages from Amazon. This allows the company to close older, inefficient facilities, automate other facilities, and focus capacity on higher-margin work. However, higher margin volumes, such as for the healthcare market, are not expected to substantially contribute until this year through the acquisition of Andlauer . We also see that back in the fourth quarter results. UPS (Earnings Presentation) Fourth quarter revenues declined 3.2% to $24.5 billion, while operating profits declined 6.8% to $2.9 billion, indicating a 50-basis point margin contraction to 11.8%. In the US domestic network, volumes declined 10.8% as UPS shifted to a more premium mix. This is driven by higher labor costs and the fact that the transition to a higher premium mix does not happen overnight. Furthermore, UPS grounded its fleet of MD-11 freighters, requiring the company to lease replacement aircraft and reposition air capacity. Domestic revenues declined 3.2% to $16.8 billion while volumes declined 10.8%. While revenues declined, the fact that the revenue decline was lower than the volume decline shows that UPS did indeed attract a more premium mix, with B2B volumes being 37.5% of the total volume compared to 35.3% a year ago, and small and midsize business volumes improved from 27.8% to 31.2%. Operating income declined 2.7% to $1.7 billion, indicating a 10-basis point improvement in margins to 10.2%. We are se...

居民存款同比少增、非银存款同比多增现象在1月持续。 今年1月，人民币存款同比大幅多增。居民存款同比少增、非银存款同比多增现象在1月持续。 数据显示，1月人民币存款同比多增3.8万亿，存款开门红增长势头较好；其中，在去年同期低基数及年初权益市场牛市行情影响下，非银存款新增1.5万亿，同比多增2.6万亿，而居民存款新增2.1万亿，同比少增3.4万亿。 自2025年以来，居民存款增速逐步回落、非银存款持续多增的现象备受市场关注。这一存款结构的调整，既反映出居民财富从传统存款向资管产品迁移的趋势，也让各方对银行体系流动性状况的关注日益增加。 非银存款多增持续 数据显示，1月人民币存款增加8.09万亿元。其中，居民存款增加2.13万亿元，非金融企业存款增加2.61万亿元，财政性存款增加1.55万亿元，非银行业金融机构存款增加1.45万亿元。 与往年相比，1月人民币存款新增规模大幅高于2025年同期的4.32万亿，且处于近年最高位置。居民存款较2025年同期少增3.39万亿，非银金融存款则较2025年同期多增2.56万亿。 1月非银存款多增现象是多重因素共同作用的结果。去年同期低基数以及年初股市活跃吸引居民存款入市成为推动非银存款增长的重要力量。 招商证券研究报告认为，2024年12月1日实施的同业存款利率新规直接导致2025年1月非银存款大幅多减，构成了低基数效应。叠加当前积极的资本市场走势带动居民存款向非银存款搬家，最终表现为居民存款同比少增和非银存款同比多增。 银河证券研究报告认为，非银存款同比多增2.56万亿元，一方面由于去年同期低基数，另一方面，预计年初股市活跃吸引居民存款入市，1月全市场日均成交额环比增长58%。 中证指数公司发布《指数与指数化投资月报(2026年1月)》显示，1月中证全指指数收于6259.18点，上涨5.75%；A股市场主要规模及综合指数普遍上涨，科创100指数上涨13.83%。 存款迁移不代表增量入市 近期，居民存款增速从高位逐步回落，引发市场广泛关注，围绕银行存款“搬家”的讨论也随之增多。这一趋势在2025年表现得尤为明显，使得金融市场对月度金融数据中居民存款与非银行业金融机构存款的规模变化保持高度关注。 上海金融与发展实验室主任曾刚认为，所谓“存款搬家”，本质上是在利率市场化背景下，居民和企业基于收益率考量，将资金从银行存款转向理财、基金等资...

它将对即将开盘的A股产生何种传导效应？ 港股在农历马年第二个交易日迎来“开门红”。2月23日，恒生指数与恒生科技指数双双大涨，市场情绪显著回暖。盘面上，板块分化特征明显：科网股与半导体概念普遍走高，而大宗商品板块表现尤为强势，黄金、石油个股集体上攻，领涨市场；与此同时，前期热门的AI与机器人板块则出现回调。 业内分析认为，港股大宗商品板块的爆发并非孤立现象，其背后既有国际金价、油价持续走强的有力支撑，也与春节期间美伊紧张局势升级催生的避险需求密切相关。 港股大宗商品行情爆发 2月23日，港股市场表现强劲，迎来马年“开门红”。截至收盘，恒生指数上涨2.53%，恒生科技指数涨幅更是达到3.34%，市场情绪明显回暖。 板块表现呈现明显分化。港股科网股普遍走高，截至收盘，美团-W（83690.HK）上涨5.26%、阿里巴巴（09988.HK）上涨3.47%、腾讯（00700.HK）上涨3.07%；半导体概念股走强，华虹半导体（01347.HK）上涨4.51%。大宗商品板块表现尤为亮眼。Wind数据显示，黄金板块强势上攻，截至收盘，潼关黄金（00340.HK）、赤峰黄金（06693.HK）、大唐黄金（08299.HK）均涨超6%，领涨板块；石油板块同样走高，中国石油股份（00857.HK）、中海油田服务（02883.HK）、中国海洋石油（00883.HK）等个股纷纷上涨。相比之下，前期热门的AI大模型与机器人板块则出现回调，智谱（02513.HK）跌超22%，MiniMax（00100.HK）跌超13%。 拉长时间线看，港股大宗商品相关板块已连续多日呈现强势。Wind数据显示，2月16日及20日两个交易日，港股大宗板块整体走强，多只黄金股、石油股扭转2月上半月的颓势，连续上涨。例如，中国海洋石油2月16日至2月23日连续多个交易日上涨，已收复本月以来的跌幅。 此轮港股大宗商品持续走强的背后，是国际大宗商品价格的有力支撑。Wind数据显示，2月16日至20日期间，Comex黄金期货累计上涨1.66%，继19日突破5000美元/盎司关口后，20日进一步站稳5100美元，23日盘中更一度上探至5198美元；Comex白银期货2月16日至20日涨幅达8.47%，昨日已升破85美元/盎司；ICE布伦特原油期货2月16日至20日上涨5.62%。 业内分析认为，春节期间大宗商品相关标的出现...

President Trump says he is raising global tariffs to 15%. And ahead of the president's address tomorrow, most Americans say the state of the union is not strong, according to an NPR poll. (Image credit: Al Drago)

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Survey Monday Who has the most influence over your 2026 portfolio right now? • The White House (policy) • Supreme Court (the law) • Congress (the purse strings) • The Federal Reserve (interest rates) Click here to take the poll and don't forget to share your thoughts in the WSB comments section . Good morning! Here's the latest in trending: Blizzard warning: Key Northeast airline operations have been disrupted amid widespread flight cancellations . Weight loss: Novo Nordisk ( NVO ) slumps 14% as its next-gen obesity shot underperforms Lilly’s ( LLY ) tirzepatide. Spending questions: Michael Burry ignites a fresh debat e over the sustainability of the artificial-intelligence boom. Stopgap measure Do equities like tariffs? Not like tariffs? Somewhere in between? Stock futures slid in the premarket session on Monday, but already pared much of those losses , following the seismic Supreme Court ruling that deemed President Trump's emergency tariffs under IEEPA as illegal. In response, Trump has announced a "10% Worldwide Tariff," which he later raised to 15% due to "countries 'ripping' the U.S. off for decades without retribution." Here's what could be next for stocks Snapshot: It's not that tariffs themselves are good or bad news, but rather the unpredictability of what might come next and the impacts on America's trade relationships. The European Commission has already demanded that the U.S. stick to the trade terms reached last year, while the U.K. said it expects its "privileged trading position with the U.S. to continue." There are also some fears in the bond market of an increasing debt load and a messy refunding process as companies sue the government to get their money back. U.S. to end collection of IEEPA tariffs on Tuesday The new global 15% duty under Section 122 of the 1974 Trade Act is not without complications. It woul...

aydinmutlu/E+ via Getty Images This article was written by Kody Kester (Kody's Dividends). Like one of my mentors, Brad Thomas, my investing strategy is to buy qualitative dividend payers while they're on sale. What do I like to see from the stocks that I own and/or cover? I prefer businesses with clear growth drivers. This is because operating in growing industries makes it much easier to steadily grow sales and earnings. I also insist upon businesses with investment-grade credit ratings. This provides them with the ability to invest in growth at spreads that are conducive to business growth. Another preference is that I seek companies with well-covered dividends. That can be measured by payout ratios relative to what credit rating agencies like to see for a particular industry. This brings me to my subject of today, which is the regulated electric utility IDACORP ( IDA ). When I last covered it with a Buy rating in June , we were encouraged by IDA's five-year capital spending plan to meet underlying demand growth. The investment-grade balance sheet was another plus. Finally, shares were also trading a bit below my fair value estimate. Eight months later, I'm downgrading shares to a Hold rating. IDA's five-year capital spending plan for 2026 through 2030 reinforces my optimism about its future. The electric utility maintains a BBB S&P credit rating with a stable outlook as well. However, an outsized rally in recent months has pushed it a bit beyond fair value. Unprecedented Load Growth Supports a Huge Capex Plan IDACORP Q4 2025 Earnings Presentation On February 19th, IDA released its financial results for the fourth quarter ended December 31st, 2025. The company's total operating revenue edged 1.8% higher over the year-ago period to $405.2 million during the quarter. What contributed to IDA's modest topline growth in the fourth quarter? There were two primary tailwinds and one primary headwind behind these results. The most significant contributor to the electric u...

FG Trade Latin/E+ via Getty Images Introduction Since last year, I have increasingly discussed the “5% Rule.” I would make the case that I coined that term. However, it truly isn’t anything special, at least not compared to other academic findings in the field of finance. It’s as straightforward as it gets, as my opinion is that 5% income is the sweet spot where income and safety meet. On January 13, I elaborated on that in an article titled “How The 5% Rule Quietly Changed My Dividend Growth Strategy.” Essentially, because 5% is less than 100 basis points above the risk-free rate on 10-year government debt, it should give us decent companies with a very low risk of falling for so-called “sucker yields.” Essentially, it helps people to build wealth without focusing too much on income. One of my best friends uses this strategy, as he started buying way too many REITs, midstream companies, and BDCs when he got his first high-paying job. Now, he focuses on dividend growth stocks instead and uses the 5% rule to figure out how much capital he needs as a first retirement target. You can guess what this decision has done for its total return… Anyway, I still believe in that “rule,” which may be more of a target than a rule. However, I’m making adjustments to my own strategy for at least two reasons: As I believe in yield suppression, I think the decline in the 10-year yield will continue. This means we will likely see higher stock prices of high-quality dividend stocks. This makes it harder for the 5% Rule to come to its full fruition. Again, that’s because this rule relies on the risk-free rate. The lower the risk-free rate, the harder it may become to buy quality income above 5% to 6% Just look at what has happened to ETFs like the Schwab U.S. Dividend Equity ETF ( SCHD ): StockCharts.com (SCHD) On a side note, this perfectly captures my rotation thesis. Reason two is the strong performance of my portfolio and the realization that I won’t retire anyway. Although I will o...

AMD and Intel next-gen CPUs won’t launch until at least 2027 now, rumours claim Club386

1、习近平致电祝贺金正恩被推举为朝鲜劳动党总书记； 2、【新思想引领新征程】跃马扬鞭开新局 实干奋斗向未来； 3、中共中央 国务院致第25届冬奥会中国体育代表团的贺电； 4、2026年中国电影票房突破80亿元 领跑全球电影市场； 5、2025年我国能源结构绿色转型提速； 6、上海口岸单日出入境人员达16万人次 创历史新高； 7、伊朗称密切关注美国行动 正起草谈判方案：； 8、阿曼外交大臣称美伊下一轮谈判26日在日内瓦举行； 9、美媒称美总统考虑对伊朗先发动初步打击再进行大规模打击； 10、伊朗陆军司令称伊朗陆军已达到应对“非对称威胁”战备水平； 11、欧洲议会或将暂停批准欧美贸易协议； 12、暴风雪影响美国东北 多地进入紧急状态。（央视新闻）

美国最高法院将于周一审理一项法律的适用范围问题，该法律允许美国企业就被古巴没收的财产寻求赔偿。相关案件涉及 埃克森美孚 与邮轮运营商，而此时正值特朗普政府加大对古巴政府施压力度之际。 最高法院将连续审理两起案件，均与 1996 年通过的美国《赫尔姆斯 - 伯顿法》（Helms‑Burton Act）相关。该法允许美国法院对任何 “交易” 1959 年菲德尔・卡斯特罗领导的古巴革命后被古巴共产党政府没收财产的主体提起诉讼。 其中一起案件中，埃克森美孚正就 1960 年被古巴政府没收的油气资产，向古巴国有实体索赔超 10 亿美元。 另一起案件则涉及四家邮轮运营商 —— 嘉年华、皇家加勒比、诺唯真及地中海邮轮 —— 是否需为使用由一家美国公司建造、同样于 1960 年被古巴没收的码头承担责任。邮轮公司案将率先开庭审理。 埃克森美孚在诉讼中获得特朗普政府支持。 特朗普政府已宣布古巴对美国国家安全构成 “非同寻常且极端的威胁”，切断委内瑞拉向这个加勒比岛国的石油供应，并威胁对任何向其提供燃料的国家征收关税。 尽管两起案件聚焦不同法律问题，但均涉及《赫尔姆斯 - 伯顿法》的救济力度究竟有多大这一核心问题。最高法院在两案中均有机会消除原告依据该法提起诉讼所面临的障碍。 卡斯特罗政府没收埃克森美孚在古巴的全部油气资产时，相关损失估值为 7000 万美元。由于利息及潜在的惩罚性赔偿，埃克森美孚当前索赔金额远高于此。 2019 年，埃克森美孚起诉古巴最大企业集团 CIMEX 公司，指控其继续持有并从被没收资产中获利。 下级法院裁定，面临《赫尔姆斯 - 伯顿法》诉讼的古巴国有实体可援引 外国主权豁免 （foreign sovereign immunity）这一法律抗辩理由 —— 该原则保护外国政府及其代理人免受美国法院诉讼，除非存在例外情形。埃克森美孚随后向最高法院提起上诉。 邮轮公司案由哈瓦那码头公司（Havana Docks）提起。该美国实体于 1934 年获当时古巴政府授予哈瓦那港口码头建设与运营的 99 年特许权，后被卡斯特罗政府撤销。 2016 年至 2019 年，在时任总统奥巴马放宽对古巴旅行限制后，被哈瓦那码头公司起诉的四家邮轮公司使用了该码头设施。 一名联邦法官裁定，邮轮公司使用码头的行为构成非法 “交易”，并对其作出超 1 亿美元的判决。哈瓦那码头公司提起上诉，原因是下...

With his gangster image, Colón ruffled the feathers of the musical establishment, but thrilled millions of fans as he displayed the raw rhythmic possibility of salsa Willie Colón, who has died in New York at the age of 75, was many things: master blaster of Nuyorican salsa; Puerto Rican superstar; actor in Mexican soap operas; an activist and, later, a reactionary in New York politics. These are just a few of the myriad accomplishments of a musician who always seemed to be in a hurry to move on, make new music and get into a spat with a fellow salsero or political opponent. Colón was an energy source, a musician as loud and vibrant – and sometimes infuriating – as the city he lived and died in. While to Nuyoricans – Puerto Ricans living in New York – Colón was a legend, to many Anglo New Yorkers he barely registered, perhaps noted by a few for playing with David Byrne during the singer’s adventures in Latin American music. He was nominated for 10 Grammys but never troubled the US Top 40, yet across much of Latin America he was arguably the most celebrated brass player of the past six decades, winning the Latin Grammys’ musical excellence award in 2004. Colón was to salsa what Elvis Presley was to rock’n’roll – the fearless teenager whose loose, fast, rough interpretation of the music he heard on the streets helped create a genre that grew into the dominant Latin dance music. Continue reading...

(RTTNews) - Despite renewed worries on the global trade tariff front, market sentiment remains firm, pushing the CAC 40 index higher from the record high touched on Friday. In the wake of the U.S. Supreme Court's order on Friday, the Trump regime had announced temporary tariffs r

Russia’s flagship crude is selling at the deepest discount in the international marketplace in almost three years as western sanctions deter trade with Moscow. The average discount of Urals oil from the country’s western ports ballooned to $30.62 below the global benchmark Dated Brent on Friday, according to data from Argus Media. That’s the widest discount since April 2023. The grade is now trading at just above $40 a barrel at the point of export. The cut-priced barrels show the impact that western sanctions — particularly ones imposed by the US late last year — have had on Moscow. It’s unclear how US President Donald Trump’s proposed 15% global tariffs, announced Saturday after a court blocked his earlier duties, might affect India’s buying going forward. Still, the lower price means less income, reducing how much amount of tax the nation’s oil companies pay into the Kremlin’s coffers. Urals at the Baltic Sea port of Primorsk traded at $42.09 on Friday, while the grade at Novorossiysk in the Black Sea slumped to $40.44, the Argus data show. That’s much lower than the government assumed when planned nation’s budget for this year and anticipated it would average of $59 a barrel in 2026. By the time Urals reaches India, the discount to Brent shrinks to over $12 a barrel, according to Argus Media. That’s still the widest gap since April 2023 but it’s not clear whether the so-called delivery spread — the big gap between export and delivered prices — ends up in Russian hands. Last year, the US doubled tariffs to 50% on India for purchasing Urals and then blacklisted Russia’s two biggest oil producers Rosneft PJSC and Lukoil PJSC. The US leader had already eliminated an extra 25% tariff he had imposed on Indian goods over the country’s purchases of Russian oil, the first step to cement the terms of a trade deal the two nations announced. READ: China, India Among Winners After US Court Blocked Trump Tariffs A US court ruled on Friday that Donald Trump’s use of the Intern...

据灯塔专业版实时数据，截至2月23日20时26分，影片《镖人：风起大漠》票房突破8亿。

CenterPoint Energy ( CNP ) said it plans to offer $550M in convertible senior notes due 2029 through a private placement to qualified institutional buyers. The company also expects to give initial purchasers the option to buy up to an additional $50M of the notes within 13 days after the initial issuance, subject to market conditions. The convertible notes will mature on May 15, 2029, unless earlier converted or repurchased. CenterPoint intends to use the net proceeds from this offering for general corporate purposes, including the repayment of a portion of its outstanding commercial paper and other debt. CNP shares fell -2.7% premarket. More on CenterPoint Houston, We Have A Winner In CenterPoint Energy CenterPoint Energy, Inc. 2025 Q4 - Results - Earnings Call Presentation CenterPoint Energy, Inc. (CNP) Q4 2025 Earnings Call Transcript CenterPoint sees 8% EPS growth in 2026 and accelerates $500M capital plan amid Houston load surge CenterPoint Non-GAAP EPS of $0.45 in-line; reaffirms FY26 outlook

格隆汇2月23日｜据央视，当地时间23日，据伊拉克外交部声明，伊拉克副总理兼外交部长侯赛因当天在巴格达会见了美国总统特使汤姆·巴拉克及其随行代表。侯赛因表示，伊拉克正持续与多国沟通，将涉嫌恐怖主义案件的外籍公民遣返回国，并提及土耳其政府已同意接收土耳其籍人员。双方还讨论了伊朗与美国间关系及美伊谈判进展。侯赛因强调，任何潜在冲突或战争将对整个地区构成严重影响。伊拉克支持美伊采取和平途经，并坚定支持将于26日在日内瓦举行的美伊新一轮谈判。双方还就伊拉克新一届政府组建和总理提名等议题进行了讨论。侯赛因重申，伊拉克政府组建是伊拉克的内政。在新一届政府组建完成前，各方需要继续保持沟通与协调。