OpenAI发布全新金融服务工具GPT-5.4，直逼Anthropic。OpenAI模型GPT-5.4更能胜任生成电子表格、文档和演示文稿等任务。

格隆汇3月6日｜据ABC新闻：OpenAI创始人奥尔特曼表示，公司无权就军方使用其技术作出运营决策。

It can be frustrating for long-term investors to witness the companies they own grow, evolve, learn, and adapt, only to then have that positive growth drive billions in losses. That's the scenario facing investors of automakers such as Ford Motor Company (F 3.59%), General Motors (GM 4.05%), and Stellantis (STLA 2.41%). There is a silver lining, however. What happened? Decades ago, Japanese automakers flooded the market with more fuel-efficient vehicles and caught Detroit off guard, causing years of turbulence and some serious adjustments in attitude and strategy. Detroit automakers are now much more forward-looking and prepared, and in the case of electric vehicles, it cost investors a pretty penny. Generally, being early to market is viewed as a positive, especially when the long-term future seems so certainly electric for vehicles. Unfortunately, Detroit automakers took it on the chin with massive EV-related charges. "We are resetting our product plan and our EV supply chain to reflect much more real customer demand, a shift in regulation, following an initial overestimation of the pace of adoption of electrification in the regions," said Antonio Filosa, who became Stellantis' CEO in June 2025, according to Automotive News. Stellantis' charges registered an eye-popping $26 billion, which includes $17.5 billion for canceled vehicle programs and another $2.5 billion for adjusting its EV supply chain. Further, Stellantis went as far as to end a battery joint venture with South Korean LG Energy Solution. Though Ford took much of its charges in late 2025 for canceling the F-150 Lightning electric pickup truck in its current form, among other EV-related charges, the automaker's adjusted strategy will cost roughly $20.9 billion through 2027. General Motors spread out its pain a bit, taking over $7 billion in EV-related charges in 2025 with the expectation of lesser, but still notable, charges in 2026. Among its moves was canceling the Chevrolet BrightDrop electric comme...

Key Points Detroit automakers learned valuable lessons from the Japanese entry to the U.S. auto industry. Many automakers were too early on EV investments, costing them as the market was slower to evolve. Massive EV-related charges should only be a speed bump in the grand scheme of things. 10 stocks we like better than Ford Motor Company › It can be frustrating for long-term investors to witness the companies they own grow, evolve, learn, and adapt, only to then have that positive growth drive billions in losses. That's the scenario facing investors of automakers such as Ford Motor Company (NYSE: F), General Motors (NYSE: GM), and Stellantis (NYSE: STLA). There is a silver lining, however. 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 » What happened? Decades ago, Japanese automakers flooded the market with more fuel-efficient vehicles and caught Detroit off guard, causing years of turbulence and some serious adjustments in attitude and strategy. Detroit automakers are now much more forward-looking and prepared, and in the case of electric vehicles, it cost investors a pretty penny. Generally, being early to market is viewed as a positive, especially when the long-term future seems so certainly electric for vehicles. Unfortunately, Detroit automakers took it on the chin with massive EV-related charges. "We are resetting our product plan and our EV supply chain to reflect much more real customer demand, a shift in regulation, following an initial overestimation of the pace of adoption of electrification in the regions," said Antonio Filosa, who became Stellantis' CEO in June 2025, according to Automotive News. Stellantis' charges registered an eye-popping $26 billion, which includes $17.5 billion for canceled vehicle programs and another $2.5 billion for adjusting its EV supply chain. Further, Stel...

If you're looking to invest $1,000 into a somewhat less-than-safe crypto investment, assets like XRP (XRP 2.67%) and Cardano (ADA 4.56%) are probably on your radar already. But which one of the pair is going to help your hard-earned cash grow the most? To me, there's a very clear answer. XRP is performing a real job already XRP is a coin that's essentially a medium of exchange with a blockchain, the XRP Ledger (XRPL). XRPL is itself catered to the needs of financial institutions that want to streamline the performance of certain everyday tasks like international money transfers, among many others. For its investment thesis to play out, there thus needs to be a steady inflow of capital from those institutions, as well as some proof that the capital is being put to work on the ledger. Inflows and on-chain activity become higher value for holders because transaction costs must be paid in XRP, and wallets on the network must be funded with some XRP in order to continue existing. Expand CRYPTO : XRP XRP Today's Change ( -2.67 %) $ -0.04 Current Price $ 1.40 Key Data Points Market Cap $86B Day's Range $ 1.40 - $ 1.47 52wk Range $ 1.14 - $ 3.65 Volume 3.1B With that set of criteria in mind, the XRPL processed 2.4 million transactions on Feb. 25, across 13,508 active accounts. It also had $416 million in stablecoins parked on its chain, which indicates that there's a real base of capital to tap for liquidity and various financial tasks. So, XRP obviously has some traction already. If its issuer, Ripple, continues to develop its platform technology, it's reasonable to expect that it'll get at least a bit more traction in the future. Cardano can't find users Unlike XRP, Cardano is intended to be a general-purpose smart contract chain, and it doesn't necessarily target financial institutions. Its reputation is built on its development process, which centers around a somewhat academic (and vaguely scientific) set of methods for collaborative consensus-building and peer review. ...

A new report by Google found that about half of the zero-day bugs it tracked last year exploited enterprise devices, marking a new high for hackers who are increasingly finding new ways to target large companies and steal their data. According to the search and security giant’s annual report, 48% of the tracked zero days — vulnerabilities in software that are unknown to its maker at the time they are exploited — were found in technologies used by corporations and large businesses. About half of those zero-days exploited the very devices that are designed to protect enterprise networks from digital intruders. Google said security and networking devices, such as firewalls made by Cisco and Fortinet, and VPN and virtualization platforms like Ivanti and VMWare, were among the top targeted vendors last year. All four of the companies said hackers have exploited their products on customer networks in recent months. Google’s researchers said that hackers exploited common flaws, like input validation and incomplete authorization processes, to break through firewall and VPN defenses to gain access to customer networks. These classes of bugs are generally easier to exploit, but generally require a software update to fix. The company also pointed to other buggy software that makes up the remaining half of enterprise zero-days. Google noted the Clop extortion gang’s campaign against Oracle E-Business Suite customers, which allowed hackers to walk away with reams of human resources data from dozens of companies about their staff and executives. The hacks affected Harvard University, the American Airlines subsidiary Envoy, and The Washington Post, among others. The remaining 52% of zero-day bugs were found in consumer and end-user products, such as those made by Microsoft, Google, and Apple, according to the report. Most of the zero-days in consumer software were found in operating systems, with mobile devices also seeing more zero-days than in previous years. Google said it also...

What Happened? Shares of software supply chain platform JFrog (NASDAQ:FROG) jumped 5.7% in the morning session after the stock rebounded from a significant drop in the previous trading session, lifted by positive sentiment in the broader software and chip sector. The move came after the stock fell more than 7% a day earlier. The broader sector received a boost after Broadcom reported a stronger-than-expected revenue forecast, driven by demand for its artificial intelligence (AI) chips. Furthermore, many technology stocks had entered the trading session in what is considered "oversold territory" after a period of declines. This condition often suggests a stock's price may have fallen too quickly and could be due for a sharp rebound. The favorable market news appeared to act as a catalyst for investors to buy into these beaten-down tech names, fueling a broader recovery. After the initial pop the shares cooled down to $41.01, up 4.6% from previous close. Is now the time to buy JFrog? Access our full analysis report here, it’s free. What Is The Market Telling Us JFrog’s shares are very volatile and have had 26 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 7 days ago when the stock gained 6% on the news that Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector. High-growth names like Zscaler (ZS) and CrowdStrike (CRWD) saw significant rebounds as investors reassessed the "AI headwind" narrative that had previously weighed on valuations. Huang's comments acted as a powerful catalyst, signaling that the intersection of generative AI and established software platforms is a symbiotic relationship rather than a zero-sum game. During a CNBC appearance, Huang argued that the market "got it wrong," specifically defen...

In this article AURC Follow your favorite stocks CREATE FREE ACCOUNT Vishal Garg, Better.com Source: Better.com The online mortgage platform Better has partnered with OpenAI to launch an app within ChatGPT that the companies said will dramatically reduce the time it takes to underwrite a mortgage or home equity loan, CNBC has learned exclusively. The app, to be announced later Thursday, takes Better's mortgage engine and combines it with OpenAI's models to speed up the underwriting process for loan officers working at banks, mortgage brokers and fintech firms, Better CEO Vishal Garg said in an interview. "Taking the mortgage underwriting process, which so many of us have experienced personally, from 21 days to as little as 47 seconds and enabling it via ChatGPT is a huge unlock for everyone," Giancarlo Lionetti, OpenAI's chief commercial officer, said in a statement provided to CNBC. "OpenAI is proud to partner with Better to build technology that revolutionizes the mortgage industry and makes it cheaper, faster, and easier for American families to finance a home." For decades, creating a mortgage has been one of the most time-consuming corners of American finance, with lenders relying on dozens of steps that can take weeks to complete. After the 2008 financial crisis, big banks like JPMorgan Chase receded from the U.S. mortgage market, leading to the rise of non-bank players including Rocket Mortgage and United Wholesale Mortgage. Now, in an era where the leading artificial intelligence firms are targeting inefficiencies across the corporate landscape, it's possible that AI agents could reshape a U.S. home-loan market that originates more than $1 trillion in mortgages a year. Garg said the new app is part of Better's pivot from being primarily a lender to consumers to also becoming a "mortgage-as-a-service" tech platform for other mortgage players. The companies are taking direct aim at the dominant mortgage players by enabling competitors to move faster, Garg said...

Keely Hodgkinson will lead Great Britain's gold medal hopes at the World Athletics Indoor Championships when a strong squad travels to Poland later this month. Four weeks after breaking the long-standing women's indoor 800m world record, Olympic champion Hodgkinson is aiming to win the world indoor title on her first appearance at the event. The 24-year-old, a three-time world medallist outdoors, could also be considered for the 4x400m relay team after running a personal best 51.49 seconds over the shorter distance at the start of March. The World Athletics Indoor Championships take place from 20 to 22 March in Torun, Poland, with live coverage on the BBC.

NORTH SALT LAKE, Utah, March 5, 2026 /PRNewswire/ -- MemeLinked isn't just another platform — it's a mobile-first, meme-centric social media experience built from the ground up for creators, communities, and crypto natives. Developed by Pablo Cro under PABLO CRO LLC, the project fuses uncensored meme sharing, organic discovery algorithms, and true community building without the shadow bans, data harvesting, or centralized censorship that plague legacy apps like Facebook, Instagram, or X. In the ever-evolving world of cryptocurrency and social media, few figures embody the grind-to-greatness story quite like Pablo Cro. From welding pipelines at age 19 to speaking at conventions by 22, appearing on Nasdaq leadership panels by 29, and retiring early through savvy $CRO investments in 2021, Pablo Cro has bridged blue-collar roots with cutting-edge Web3 innovation. Now, as the architect of MemeLinked ($MK), he's poised to disrupt the social media landscape with a full mobile app launch scheduled for July 2026 on iOS and Android. Key highlights of the upcoming July 2026 launch include: Full mobile integration — Seamless iOS and Android apps ready for millions of users. Crypto-native features — Token-gated communities powered by the $MK token, on-chain rewards, wallet-connected profiles, and multi-chain DeFi insights directly in the feed. Meme-first design — Effortless creation, sharing, and virality of memes, videos, threads, polls, and long-form content with zero corporate gatekeeping. AI-enhanced discovery — Neural-powered algorithms that surface real signal over noise, plus quantum-resistant security and end-to-end encryption. Revenue model — Premium verifications, early opt-in ads, and ecosystem utilities projected to generate $2–8 million in H2 2026 alone. The vision stretches far beyond 2026. Pablo Cro's 10-Year Plan (2026–2036) positions MemeLinked as the definitive home for the "Crypto Meme Revolution," with roadmap expansions into full blockchain integrations acro...

格隆汇3月6日｜市场消息：OpenAI 模型 GPT-5.4 更能胜任生成电子表格、文档和演示文稿等任务。

Capital Clean Energy Carriers press release ( CCEC ): Q4 GAAP EPS of $0.61 beats by $0.15 . Revenue of $98.3M (+0.7% Y/Y) misses by $5.86M . More on Capital Clean Energy Carriers Capital Clean Energy Carriers Corp. (CCEC) Q4 2025 Earnings Call Transcript Capital Clean Energy Carriers Corp. 2025 Q4 - Results - Earnings Call Presentation Capital Clean Energy Carriers prices 250 mln euro unsecured bond offering Seeking Alpha’s Quant Rating on Capital Clean Energy Carriers Historical earnings data for Capital Clean Energy Carriers

格隆汇3月6日｜OpenAI发布全新金融服务工具，直逼Anthropic。

格隆汇3月6日｜欧洲央行行长拉加德：我的任期将于2027年10月届满。

(RTTNews) - European stocks tumbled on Thursday as concerns about the potential impact of the ongoing Middle East War on global economic growth, and fears of elevated inflation levels rendered the mood bearish. Oil's upmove after the United States submarine sank an Iranian warship off the southern coast of Sri Lanka, has raised inflation concerns. Travel-related stocks had a tough outing due to airspace closures in the Middle East region forcing carriers to cancel tens of thousands of flights over the past one week. The pan European Stoxx 600 ended down 1.37%. The U.K.'s FTSE 100 settled lower by 1.45%, Germany's DAX closed 1.78% down, and France's CAC 40 lost 1.49%. Switzerland's SMI drifted down 1.57%. Among other markets in Europe, Austria, Belgium, Finland, Ireland, Netherlands, Norway, Poland, Spain and Sweden ended weak. Czech Republic, Denmark, Greece, Iceland and Türkiye closed higher, while Portugal and Russia ended flat. In the UK market, Rentokil Initial soared nearly 11% after reporting higher annual profits. Admiral Group is surging 4% as it posted record profits despite a challenging economic backdrop. Admiral Group surged 7.8% as it posted record profits despite a challenging economic backdrop. Reckitt Benckiser shed nearly 6% after maintaining its revenue growth targets for this fiscal year. Aviva ended lower by about 3.2% despite meeting 2025 profit targets. 3i Group ended more than 8% down. Fresnillo, Endeavour Mining, Rio Tinto, Rolls-Royce Holdings, Metlen Energy & Metals, BAE Systems, Easyjet, IAG, Antofagasta, Anglo American Plc, Segro, Barclays and Standard Chartered also declined sharply. Compass Group, Relx, Experian, Bunzl, BP, Convatec Group, Weir Group, JD Sports Fashion, Diageo, Shell and Mondi posted strong gains. In the German market, Merck shed more than 7%, weighed down by disappointing earnings guidance. Deutsche Post closed lower by about 5% after reporting lower FY25 attributable net profit. Siemens Energy and Rheinmetall closed d...

格隆汇3月6日｜据华尔街日报：特朗普准备解雇国土安全部长克里斯蒂·诺姆。

They were led off course in a big race. But a fix is more complicated than prize money toggle caption Matthew Demarko/via Atlanta Track Club A big road race with national team implications usually ends in jubilation and relief. But since the USATF Half Marathon Championships ended in Atlanta on Sunday, athletes and officials alike have been searching for ways to salvage a women's race that ended in sadness and frustration. "I do not feel like the winner of the 2026 USATF Half Marathon Championships, because I know I should not actually be the winner," Molly Born, who is the official race winner, wrote on Instagram. Born had been running fifth late in the race, when the group of women well ahead of her with about a mile to go was misdirected off the course by an official race vehicle. As a result, the race's fastest three runners — Jess McClain, Emma Grace Hurley and Ednah Kurgat — "were unable to be recognized as the top three finishers," according to the Atlanta Track Club, the race organizer. Sponsor Message After the stunning detour, the official standings show McClain finished ninth, Hurley 12th, and Kurgat 13th. "In a 20-year time period, I can maybe think of it happening once or twice in the U.S.," says Jean Knaack about the elite runners leaving the course. She is CEO of the Road Runners Club of America, whose members include the Atlanta Track Club. The Atlanta Track Club says it will give prize money to three misdirected runners, offering $20,000 to McClain, who had opened a gap within the leaders group. Hurley and Kurgat will each get nearly $10,000, splitting the combined prizes for second and third. But rectifying the error promises to be more complicated than writing a check: The race's top three finishers were expected to be virtual locks to represent the U.S. at the 2026 World Road Running Championships in Denmark this September. The Atlanta club "did everything they could to make the affected runners whole," says Phil Stewart, event director of the Cr...

Anthropic's increasing run rate for annual revenue could bode well for Amazon amid concerns about overinvestment on artificial intelligence, according to Bank of America. Bloomberg reported that the buzzy AI startup's annual recurring revenue is nearing $20 billion. That's nearly double the amount seen at the end of 2025, per a Bank of America analysis. Amazon shares have dropped nearly 6% in 2026 as Wall Street worried that Big Tech may shelling out too much for data center buildouts. But Bank of America analyst Justin Post said investors can take the Anthropic report as a positive sign that these investments should pay off. "We see Anthropic's recent ARR acceleration as a positive proof point for all hyperscalers and could help reduce a recent sector overhang on capex investment uncertainty," Post wrote to clients on Wednesday. AMZN YTD mountain Amazon, year-to-date Amazon shares jumped nearly 4% in Wednesday's session following Bloomberg's report. To be sure, Post said to expect further concerns about spending as revenues drive further investment. But he said to "remain constructive" on Amazon Web Services, as the cloud business should be able to monetize its additional capacity at a higher rate than Wall Street anticipates. Because of that, investors should be able to have more confidence in the return on investment in near-term capital expenditures. If a significant portion of Anthropic workloads run on AWS and it earns half of the startup's model training costs, Post said Amazon could see a $1 billion increase in quarter-over-quarter revenues tied to Anthropic. Post reiterated his buy rating on the stock. His $275 price target implies upside of nearly 27% from Wednesday's closing level.

财联社3月6日讯（编辑 赵昊） 里士满联储主席托马斯·巴尔金（Thomas Barkin）最新表示，美联储对中东战事的政策回应，将取决于这场战争对美国经济的影响会持续多久。 巴尔金周四（3月5日）接受采访时说道：“如果汽油价格上涨，显然会带来通胀压力。按照教科书式的货币政策，如果是短期冲击，可以选择忽略；但如果是长期冲击，就不能忽略。” “我认为接下来很多人都需要对这一点作出判断。”美联储定于3月17日至18日举行下一次会议，多位官员已暗示，在通胀取得更多进展之前，很可能连续第二次维持利率不变。 最受美联储关注的通胀指标显示，去年12月，美国个人消费支出价格指数（PCE）物价指数同比上涨2.9%，小幅高于11月的2.8%。 巴尔金表示，近期以及即将公布的数据反映出“连续几个月相对较高的通胀”，这“无疑让人无法轻易得出我们已经结束抗击通胀的结论”。 在劳动力市场方面，政策制定者普遍认为就业市场正在趋于稳定，这也让他们在2025年末连续三次降息之后，对进一步放宽货币政策保持谨慎。 巴尔金指出，当时之所以降息，是因为官员们认为劳动力市场下行风险有所上升，而通胀再度走高的可能性有所下降，但“过去几个月公布的数据，我认为显示风险平衡已经朝着相反方向移动。” 巴尔金表示，近期就业数据总体“令人安心”。在谈及美联储未来的领导层时，他表示，他期待与凯文·沃什（Kevin Warsh）合作，“我尊重凯文，我相信他会把工作做好。” 不过，沃什很可能面临降息压力，因为特朗普已明确表示，这是他选择沃什的重要条件之一。近几个月来，沃什一直主张降低利率，并认为美联储可以通过缩减资产负债表，为降息创造空间。 巴尔金对这一想法持开放态度，“从直觉上讲，我喜欢‘美联储减少对金融市场干预’的想法。当然前提是，我们仍然能够有效实施货币政策、很好地控制利率，并且不会在市场上引发严重的负面反应。”

格隆汇3月6日｜市场消息：五角大楼表示已告知Anthropic该公司存在供应链风险，五角大楼对Anthropic的通知已获美国官员确认。

Broadcom Inc (NASDAQ:AVGO) stock gets higher price targets from analysts after beating estimates for the first quarter and providing strong second-quarter guidance. Here's what analysts are saying about the company's future. • Broadcom stock is charging ahead with explosive momentum. Why is AVGO stock surging? The Broadcom Analysts JPMorgan analyst Harlan Sur reiterated an Overweight rating on Broadcom and raised the price target from $475 to $500. Goldman Sachs analyst James Schneider maintained a Buy rating and raised the price target from $450 to $480. Rosenblatt analyst Kevin Cassidy maintained a Buy rating and raised the price target from $450 to $500. Benchmark analyst Cody Acree reiterated a Buy rating with a price target of $485. JPMorgan on Broadcom Stock Broadcom reported "solid" first-quarter results and guidance, Sur said in a new investor note. The analyst said the results and guidance were driven by "continued upside" in the AI segment. "AI networking accounted for one-third of total AI revenues in Q1 and is expected to increase to 40% of total AI revenue in Q2, implying that revenues should grow 50%+ Q/Q," Sur said. "We believe this performance puts Broadcom on track to deliver over $65B in AI revenues in FY26." The analyst said there is improved visibility into 2027 estimates, with Broadcom having the chance to hit over $100 billion in AI chip revenues in fiscal 2027. Sur names key partnerships with OpenAI, Anthropic and Meta in the investor note, along with predicting SoftBank and Bytedance could be potential unnamed customers. The analyst says Broadcom is the "top pick in the semiconductor sector." Goldman Sachs on Broadcom Stock Schneider highlights the company's guidance and management commentary as the key items that could drive the share price higher. "We expect the stock to trade meaningfully higher following guidance that came in well above the Street, as well as management commentary that we believe should address several key investor debate...

格隆汇3月6日｜市场消息：六位消息人士称，印度炼油商正购入数百万桶即期交付的俄罗斯原油货物。

(Bloomberg) — Oracle Corp. (ORCL) is planning to ax thousands of jobs, among its moves to handle a cash crunch from a massive AI data center expansion effort. The job reductions will affect divisions across the company and may be implemented as soon as this month, according to people familiar with the matter who asked not to be named discussing the still-private plans. Some of the cuts will be aimed at job categories that the company expects it will need less of due to AI, two of the people said. Led by Chairman Larry Ellison, Oracle is embarking on a historic build-out of data centers to power AI workloads for customers such as OpenAI. The company, long known for its database software, has been making a transition the past few years to bulk up its cloud computing unit with a focus on AI, intending to become a viable competitor to market leaders Amazon.com Inc. and Microsoft Corp. Wall Street projects the expenditures by the cloud unit for data centers to push Oracle’s cash flow negative over the coming years before the spending begins to pay off in 2030, according to data compiled by Bloomberg. Last month, Oracle said it would raise as much as $50 billion this year through a combination of debt and equity sales. The reductions being planned are expected to be wider-reaching than the company’s typical rolling job cuts, according to the people. This week, Oracle announced internally that it would be reviewing many of the open job listings in its cloud division, effectively slowing down or freezing the hiring process, according to people with knowledge of the move. Oracle declined to comment. The company had about 162,000 employees globally as of the end of May 2025. Planning for the workforce reductions is still active and could change, the people said. Oracle’s initial moves as an AI cloud provider drew favor from investors, who boosted the stock 61% in 2024 and 20% last year. However, as the costs increased, the market has soured on the company, with the shares fal...

The Good Brigade/DigitalVision via Getty Images Imagine for a moment a scenario where a billion-dollar market realizes its future consumers will no longer buy their product. This might be happening with the alcohol industry. Generation Z is drinking less and less each day, and sometimes, they don’t even start. I’m a millennial who has this trait of Gen Z, since I don’t drink any alcohol at all, not socially, not anything. I might taste something here and there, but nothing more than a sip. If for millennials this habit sounds strange, imagine for baby boomers… The point is, when an entire generation stops drinking, the impact is not only on pubs and parties but also on public health, taxes, employment, and, of course, global brands and the stock market. My view here is that I might actually be a bit bearish on any case that treats alcohol as an ever-growing industry. I, personally, wouldn’t buy and hold any beer stock expecting it to grow just as they did in the past, unless the fundamentals of a specific stock are too good and the valuation is extremely attractive. But then it would be more of a math/numbers game than believing in the product or industry. I’m not saying alcohol will disappear (I’m not that extreme), but I think this “default” social habit is going to change drastically, and the sector will feel it in their sales volume. Therefore, the alcohol industry might have to adapt to bring relevant innovation instead of just producing the same old beers and relying on generational “bad” habits. If that switch to innovation indeed happens, I don’t think all players will be able to afford this R&D, which will make them eventually disappear. That also doesn’t mean the industry will collapse. What I see is a re-rating of the expectations the market will put on the beer stocks. However, companies with strong branding and pricing power might be able to change their mix and generate sales from low- or no-alcohol beverages and thus remain resilient and profitable. A...

Key Points Portolan Capital Management sold 4,643,280 shares of DigitalBridge Group; the estimated trade size was $55.79 million based on quarterly average prices. Meanwhile, the quarter-end position value fell by $51.32 million, reflecting both trading activity and stock price movement. Post-trade, the fund holds 824,946 shares valued at $12.65 million. The position is now 0.68% of fund AUM, placing it outside the fund’s top five holdings. 10 stocks we like better than DigitalBridge Group › Portolan Capital Management reported selling 4,643,280 shares of DigitalBridge Group (NYSE:DBRG), an estimated $55.79 million trade based on quarterly average pricing, in a February 17, 2026, SEC filing. What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Portolan Capital Management reduced its stake in DigitalBridge Group by 4,643,280 shares during the fourth quarter of 2025. The estimated transaction value, based on the mean closing price over the quarter, was $55.79 million. The fund’s quarter-end position in DigitalBridge Group decreased in value by $51.32 million, reflecting both the sale and share price changes. What else to know Portolan Capital Management’s DigitalBridge Group holding now represents 0.68% of reportable assets, down from 3.5% in the prior quarter. Top holdings after the filing: NASDAQ:TTMI: $79.12 million (4.2% of AUM) NYSE:MOD: $71.55 million (3.8% of AUM) NASDAQ:CSTL: $67.28 million (3.6% of AUM) NYSE:CLS: $50.93 million (2.7% of AUM) NASDAQ:AKAM: $45.75 million (2.5% of AUM) As of February 17, 2026, shares of DigitalBridge Group were priced at $15.41, up 49% over the past year and handily outperforming the S&P 500’s roughly 16% gain in the same period. Company overview Metric Value Market capitalization $3 billion Revenue (TTM) $86.1 million Net income (TTM) $12.8 million Dividend yield 0.26% Company snapshot DigitalBridge provides investment and operational expertise in digital infrastructure, includin...

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Shares of Victoria's Secret (VSCO 15.20%) were moving lower today as a better-than-expected earnings report wasn't enough to keep up the earlier momentum in the stock. While revenue growth was strong, the company's margins compressed. As a result, the stock was down 11.2% as of 11:51 a.m. ET. Did expectations outrun Victoria's Secret? Victoria's Secret's results were strong, but the stock may have been overbought heading into the earnings report as it had more than doubled over the last year. Still, the results bode well for the company's long-term growth. Comparable sales jumped 8% in the quarter, a strong pace for any retailer, which was an improvement from the first three quarters of the year. Overall revenue rose 8% to $2.27 billion, ahead of expectations at $2.23 billion, and adjusted operating income was up 5% to $315.8 million, which excluded $119.6 million asset impairment for the Adore Me brand. On the bottom line, adjusted earnings per share rose from $2.60 to $2.77, beating the consensus at $2.53. CEO Hilary Super called the fourth-quarter report as "exceptional," and said the company is entering 2026 "from a position of strength." Expand NYSE : VSCO Victoria's Secret & Co. Today's Change ( -15.20 %) $ -9.12 Current Price $ 50.89 Key Data Points Market Cap $4.8B Day's Range $ 50.56 - $ 56.40 52wk Range $ 13.76 - $ 66.89 Volume 495K Avg Vol 2.2M Gross Margin 36.30 % What's next for Victoria's Secret Looking ahead, the company sees revenue of $1.49 billion-$1.525 billion, ahead of the consensus at $1.42 billion and an 11% increase from the quarter a year ago. For the full year, it expects more modest growth, calling for full-year revenue of $6.85 billion-$6.95 billion, which is up 6% and compares to the consensus at $6.77 billion. Overall, Victoria's Secret appears to be in good shape in spite of the pullback. The women's intimates company now trades at a price-to-earnings ratio of 24, which is expensive for an apparel stock, but it has earned a premium.

Key Points Victoria's Secret beat estimates on the top and bottom lines, but margins fell. The stock has surged over the last year, but investors seem to think it was overbought. 10 stocks we like better than Victoria's Secret & Co. › Shares of Victoria's Secret (NYSE: VSCO) were moving lower today as a better-than-expected earnings report wasn't enough to keep up the earlier momentum in the stock. While revenue growth was strong, the company's margins compressed. As a result, the stock was down 11.2% as of 11:51 a.m. ET. 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 » Did expectations outrun Victoria's Secret? Victoria's Secret's results were strong, but the stock may have been overbought heading into the earnings report as it had more than doubled over the last year. Still, the results bode well for the company's long-term growth. Comparable sales jumped 8% in the quarter, a strong pace for any retailer, which was an improvement from the first three quarters of the year. Overall revenue rose 8% to $2.27 billion, ahead of expectations at $2.23 billion, and adjusted operating income was up 5% to $315.8 million, which excluded $119.6 million asset impairment for the Adore Me brand. On the bottom line, adjusted earnings per share rose from $2.60 to $2.77, beating the consensus at $2.53. CEO Hilary Super called the fourth-quarter report as "exceptional," and said the company is entering 2026 "from a position of strength." What's next for Victoria's Secret Looking ahead, the company sees revenue of $1.49 billion-$1.525 billion, ahead of the consensus at $1.42 billion and an 11% increase from the quarter a year ago. For the full year, it expects more modest growth, calling for full-year revenue of $6.85 billion-$6.95 billion, which is up 6% and compares to the consensus at $6.77 billion. Overall, Victo...