要点 Mistral AI CEO 阿瑟・门施表示，企业现有软件中 超过 50% 可能被 AI 替代 。 市场担忧 AI 将冲击软件即服务（SaaS）商业模式，软件股遭到抛售。 门施还对 CNBC 表示，公司计划今年在 印度开设首个办事处 ，进军这一全球科技巨头争相布局的市场。 Mistral AI 首席执行官阿瑟・门施周三对 CNBC 表示，企业现有软件中 超过 50% 可能被人工智能取代 ，这一表态可能进一步加剧投资者对软件股的担忧。 此前，受 Anthropic 推出 Cowork 产品等因素影响，大型软件公司股价遭遇抛售，投资者愈发担心 AI 能够完成现有企业软件的大部分功能。 投资者担心 AI 会侵蚀所谓的软件即服务（SaaS）商业模式。重仓 微软 、 Salesforce 等公司的 iShares 扩展科技软件行业 ETF 今年以来跌幅已超 20%。在印度，塔塔咨询服务公司、 印孚瑟斯 等大型软件股也纷纷下跌。 “我认为，企业 IT 部门当前采购的 SaaS 产品中， 超过一半的支出将转向 AI 。” 门施在印度新德里举办的 AI 影响力峰会配套活动 “印度加速” 上表示。 “AI 让我们能够以光速开发软件。” 他补充道。 这位 Mistral CEO 表示，只要企业具备 **“合适的基础设施”**，就可以将自身数据接入 AI 系统，创建可运行部分工作流程的应用。 “我们从客户那里确实看到…… 短短几天内，就能打造出完全定制化的应用，用于运行工作流程，比如采购流程、供应链流程。换句话说，放在五年前，你其实需要一套垂直领域的 SaaS 系统才能做到。” 门施表示，目前正在发生一场 **“平台重构”**，企业正寻求用更多 AI 替代现有 SaaS 产品。 “平台重构对我们来说是巨大机遇。我们现在已有超过 100 家企业客户，他们也希望改造、重构自己的 IT 系统，淘汰掉一些 20 年前采购、如今成本偏高的系统。” “他们将 AI 视为重构平台的方式，以此提升效率、降低成本。” 不过门施指出，专注于 记录系统 的软件 “不会发生改变”。这类软件负责管理组织内部数据，通常会与 AI 协同工作。 数据管理公司 Rubrik CEO 比普尔・辛哈与门施观点相似。他在周三接受 CNBC 采访时表示， “工作流类软件” 可能会被 AI 显著颠覆 。但支撑 AI 运行的记...

ollo/iStock Unreleased via Getty Images Liberty Global ( LBTYA ) on Wednesday announced two separate billion-dollar transactions involving European telecom and fiber assets. Dutch JV stake buyout The company has signed a deal to buy out Vodafone Group's ( VOD ) 50% stake in their Dutch telecom joint venture, VodafoneZiggo. Under deal terms, Vodafone will receive €1B cash and a 10% stake in a new Benelux company, "Ziggo Group," which will hold Liberty’s interests in VodafoneZiggo and Telenet in Belgium. Both VodafoneZiggo and Telenet will continue to operate under their current brands and credit silos. The company plans to list Ziggo Group in 2027 on Euronext in Amsterdam and spin off 90% of shares to its shareholders. Substantial Group deal Liberty also entered a deal to buy UK-based alternative fiber provider Substantial Group with its existing joint venture partners InfraVia and Telefónica ( TEF ). The trio, through their company nexfibre, are committing £1B in new net funding. The acquisition is expected to unlock "£3.5B of investment in the UK market." The deal is expected to boost the fiber footprint for the companies to up to 20M premises in the UK. More on Liberty Global, Telefonica S.A., etc. Vodafone Group Public Limited Company (VOD) Q3 2026 Sales/ Trading Statement Call - Slideshow Vodafone: We Have Liftoff (Rating Downgrade) Vodafone Group Public Limited Company (VOD) Q3 2026 Sales/Trading Call Transcript Liberty Global Class B shares spike in heavy volume Google to deploy AI for Liberty Global, utilize its data centers under new tie-up

Palantir Gains Stand with Multiple Wins in Tech Awards and Government Authorizations timothysykes.com

美国新屋开工数在12月升至五个月高位，房屋建筑商利用更低的借贷成本加快建设步伐。因秋季政府停摆影响而推迟到周三公布的政府数据显示，12月美国新屋开工数增长6.2%，折合成年率为140万套，这一数字高于经济学家的预测。增长范围广泛，年末单户住宅和公寓项目开工均有所上升。更强劲的建设数据表明，尽管建筑商仍在消化积压的新房库存，但在年末对市场前景更有信心。美国政府数据显示，12月反映未来建设活动的建筑许可增长4.3%，折合年率为145万套，为3月以来最高水平。不过，单户住宅建筑许可略有下降。

This morning a "Potential Dividend Run Alert" went out for Eversource Energy (NYSE: ES), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway? Th

This morning a "Potential Dividend Run Alert" went out for American Assets Trust Inc (NYSE: AAT), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" an

格隆汇2月18日｜现货白银向上触及77美元/盎司，日内涨4.75%。

Luis D. Barrera Gamboa/E+ via Getty Images Market Overview The S&P Composite 1500 Health Care Index rose +11.24% during the quarter, outperforming the broader US market, as measured by the S&P 500 Index (+2.66%). Within the benchmark, large-cap biopharma and small-cap biopharma stocks outperformed most during the period. Performance Summary The Hartford Healthcare Fund (I Share)( HGHIX ) outperformed the S&P Composite 1500 Health Care Index during the quarter. Security selection contributed across all sub-sectors, with selection in mid-cap biopharma and large-cap biopharma contributing most. Sub-sector allocation, a result of our bottom-up stock-selection process, marginally detracted from relative performance. Allocation effect was driven by our underweight to large-cap biopharma. At the issuer level, our top-two relative contributors were an out-of-benchmark allocation to Structure Therapeutics ( GPCR ) and an underweight to Abbott Laboratories ( ABT ), while our top-two relative detractors were an overweight to Acadia Healthcare ( ACHC ) and not owning benchmark constituent Regeneron Pharmaceuticals ( REGN ). Positioning & Outlook Biopharma remains a strong source of innovation across multiple areas, including cardiometabolic disease, oncology, and genetic medicines. The potential for continued relative outperformance is supported by improving earnings revisions, a catalyst-rich clinical calendar, and sustained M&A activity driven by large pharmaceutical companies seeking external innovation as they confront upcoming patent expirations. We maintain a selective yet constructive outlook for medical-technology companies. Procedure volumes remain resilient, while stock performance is increasingly driven by company-specific product cycles and innovation, particularly in cardiology, robotics, and diagnostics. In addition, we expect a reacceleration in the bioproduction cycle to benefit life-sciences tools companies. Within healthcare services, we expect strong medical-...

Apple (AAPL) Just Overtook the 20-Day Moving Average Zacks Investment Research

格隆汇2月18日｜美元兑日元USD/JPY站上154，日内涨0.48%。

要点 沃尔玛 与 塔吉特 均迎来新任 CEO，但两人所处境遇截然不同。 环球数据董事总经理、零售分析师尼尔・桑德斯表示：沃尔玛 CEO 约翰・弗纳的任务是 “稳住大船” ，而塔吉特 CEO 迈克尔・菲德尔克则必须 “讲 好未来 的塔吉特故事”。 沃尔玛将于周四公布 2026 财年第四季度财报，塔吉特将于 3 月 3 日发布业绩。 当沃尔玛和塔吉特公布本季度假日季财报时，投资者可能会迅速忽略短期数字，转而更关注这两家大型连锁零售商在新任 CEO 带领下的未来前景，以及 2026 年美国消费者的消费展望。 沃尔玛 CEO 约翰・弗纳与塔吉特 CEO 迈克尔・菲德尔克 两家公司均在本月完成领导层交接：沃尔玛 CEO 约翰・弗纳与塔吉特 CEO 迈克尔・菲德尔克均为公司资深内部人士，自 2 月 1 日起正式上任。 这对竞争对手面临着相同的宏观经济挑战：美国消费者仍在消费，但变得更加谨慎。通胀与关税推高了食品等必需品价格，导致部分消费者在非必需品上三思而行。 然而，尽管双双换帅，两家公司的前路却截然不同。 截至周二收盘，沃尔玛股价过去五年大涨约 163% ，过去一年上涨约 24% ，周二触及 52 周新高。反观塔吉特，股价过去五年暴跌约 40% ，过去一年下跌 9%。 两家公司的股价表现反映出营收的巨大分化： 沃尔玛吸引了各收入阶层的消费者，在线销售与广告等高利润业务势头强劲。公司预计全年净销售额将增长 4.8%–5.1% 。 塔吉特则陷入销售放缓、门店客流量下滑的困境，全年销售额预计将出现下滑。 环球数据的桑德斯表示，沃尔玛 CEO 弗纳接手的是一家 “基本面稳健、增长势头极佳” 的企业。 “在很多方面，他的工作就是稳住大船，并想办法再提速。” 而塔吉特在过去四年年度销售额基本持平，桑德斯称，CEO 菲德尔克必须 “推销未来的塔吉特”。 “我认为他需要注入活力，告诉市场：‘我对这个职位充满信心，对塔吉特的未来充满期待。我们要做出改变，重塑业务，重回巅峰。’” 沃尔玛：延续连胜势头 沃尔玛将于周四盘前发布第四财季财报。 这家零售巨头近期动作频频：除新任 CEO 上任外，公司市值在 2 月初突破 1 万亿美元 ；1 月还将股票上市地从纽交所转至科技股 云集 的 纳斯达克 100，意在让投资者将其视作更接近 亚马逊 的科技型零售企业。 前任 CEO 董明伦在卸任时表示，在公司加速...

美元兑日元USD/JPY站上154，日内涨0.48%。

美国1月制造业产出月率 0.6%，预期0.4%，前值由0.20%修正为0%。

The Social Security Administration requires 40 credits to qualify for benefits and calculates your benefit using your highest 35 years of earnings.

What Makes Alphabet (GOOG) a Strong Investment? Insider Monkey

Entrepreneur Mark Cuban is one of the few billionaires who doesn't pretend it was all grit and genius. He's said it repeatedly: Luck plays a key role in building massive wealth. Speaking on computer scientist Lex Fridman's podcast, Cuban said that after years in entrepreneurship, he doesn't believe any business plan can guarantee billionaire status. He said if he had to start over, reaching $1 million would be doable, but becoming a billionaire is a different ballgame, where timing and trends ha

格隆汇2月18日｜美国1月工业产值月率 0.7%，为2025年2月以来最大增幅；预期0.40%，前值由0.40%修正为0.2%。 美国1月产能利用率 76.2%，预期76.5%，前值由76.30%修正为75.7%。 美国1月制造业产出月率 0.6%，预期0.4%，前值由0.20%修正为0%。 美国1月制造业产能利用率 75.6%，前值75.6%。

Thailand hopes to bring Myanmar back into Asean nearly five years after a military coup, Thai Foreign Minister Sihasak Phuangketkeow has said after meeting his Myanmar counterpart. “Thailand wants to be a bridge connecting Myanmar back to Asean,” Sihasak told reporters. He also urged civil war-ravaged Myanmar to make moves to adhere to a long-standing Association of Southeast Asian Nations plan to restore stability. “Myanmar must help Thailand as well by responding to Asean’s concerns, such as...

Lewis Hamilton says he finds the new Formula 1 cars this year "more fun" to drive - in contrast to the views of Max Verstappen and Fernando Alonso.

美国1月制造业产出环比 0.6%，预期 0.4%，前值 0.2%。

美国1月工业产出环比 0.7%，预期 0.4%，前值 0.4%。

JHVEPhoto/iStock Editorial via Getty Images Recap I last covered Leidos Holdings (LDOS) in November of 2025, rating the stock as a Hold largely based on a weak future potential return. Since November 24th LDOS has declined 8.65%, underperforming the broad U.S. equity market measured by the SPDR S&P 500 Trust ETF ( SPY ). Granted, this decline is primarily attributed to the last trading session following the company's latest earnings announcement . Given the negative market reaction and a more attractive entry point relative to the past quarter lets revisit our investment thesis for LDOS. Data by YCharts Q4 Earnings and 2025 Full-Year Guidance On Tuesday, February 17th Leidos Holdings announced their Q4 2025 earnings before the market opened. The company reported strong Non-GAAP EPS of $2.76 per share, beating analyst estimates by $0.15. Revenue for the quarter clocked in at $4.21B which missed estimates by roughly $107 million. Full fiscal 2025 Non-GAAP EPS was $11.99, a roughly 17% increase year-over-year. Revenue for the year came in at $17.17B, about 3.1% growth relative to fiscal 2024. Overall Q4 did show some softness but fiscal 2025 performance was strong. Let's break the results down by each segment. Looking at the National Security & Digital segment first, revenue for Q4 showed a decline of roughly 3% year-over-year but fiscal 2025 revenue of $7.61B was just about 3% above the prior year. On a bright note, the company noted a 1.6% improvement in its operating margin during the quarter and a net 0.2% improvement on the year. Moving on to the Health & Civil segment, revenue for the quarter was $1.2B which is 9.3% below Q4 2024. Full fiscal 2025 revenue was $5.07B which is roughly 1% higher relative to the prior year. The operating margin improved by 0.8% relative to Q4 2024, and by 1.7% on full fiscal year results. The decline in revenue is more cyclical than structural as its primarily attributed to the government shutdown. The Commercial & International divi...

Investors have enjoyed stellar returns across much of the technology sector since the artificial intelligence (AI) boom took off in late 2022. However, recent weeks have been an important reminder about how volatile tech stocks can be. Fears over how AI might impact software and other types of tech products have pummeled some market darlings. But stocks will tumble from time to time, for one reason or another. While you cannot dismiss how AI may impact any business in this rapidly evolving world, the five stocks below wouldn't be as cheap as they are now without some adversity. The market may have forgotten just how entrenched these world-class businesses are. I wouldn't be surprised to see all five eventually rebound and reach new highs. They could be the best stocks to invest your next $5,000 in. Continue reading

Got $5,000? 5 Tech Stocks to Buy and Hold for the Long Term The Motley Fool

Reaction to Emerald Fennell’s movie adaptation of Emily Brontë’s novel starring Margot Robbie and Jacob Elordi My group of six English teachers – aged from 30 to 54 – saw the film on Friday. We are still processing our thoughts in a group chat. We agreed that the visuals were often delightfully shocking. We talked about the contrasts between the lavish costumes and the moor landscape, which we thought Fennell got right. We talked about the Charlie XCX music and how well it evoked the landscape and the spirit of the book. Continue reading...

Svetlana Verbitskaya/iStock via Getty Images Thesis This would be my third time writing about Otter Tail Corporation ( OTTR ), an Upper Midwest company with two main types of businesses. One part of the company is an electric utility. This segment provides electricity to homes and businesses in Minnesota, North Dakota, and South Dakota. The other parts of the company are industrial businesses. These branches turn out metal products and PVC pipes that are used in construction projects and in manufacturing. Seeking Alpha The last time I discussed this, I rated it a Hold because I expected the Plastics windfall to fade and saw limited upside from cyclical headwinds. Since then, the stock has struggled to keep pace with the broader market ( SP500 ). No drama, but there hasn’t been any strong growth, either. Under the current circumstances, after reviewing the company’s latest earnings , I’m now taking a bullish stance as the strength in the regulated utility business outweighs near-term pressure in the cyclical segments. Otter Tail Corporation: Q4 2025 Positive Developments The big driver right now is Otter Tail Power. Earnings were up 7% year over year, which added about $0.16 per share. That bump is mostly coming from rate base growth. They’ve been putting a lot of money to work, and those investments are tracking toward a roughly 10% CAGR over the next five years. In other words, they’re spending about $1.9 billion in capex, and that’s what’s driving the growth. They’ve also got interim rates kicking in, which also helps a lot. Minnesota's been contributing about $28.6 million since the beginning of this year, and South Dakota added another $5.7 million starting in December. So they’re recovering those investments pretty much right away. On top of that, residential and commercial volumes were up. Weather was closer to normal versus the unusually mild 2024, so revenue got a lift. And importantly, they didn’t have to spend much more on O&M to support that growth. Cost ...

Daily disposable contact lenses set to power market rebound in 2026 Reuters

格隆汇2月18日｜北约在德国石勒苏益格—荷尔斯泰因州波罗的海沿岸启动大规模军事演习，并展开两栖登陆行动。参演部队在普特洛斯训练场附近实施登陆。此次演习代号为“坚定飞镖-2026”，为北约今年规模最大的军事演习，共计有来自13个国家的约1万名军人参与，投入1500多辆车辆和17艘舰船。演习重点展示如何将来自南欧的部队快速调往北约东翼地区。美国并未直接参与此次演习。

Every day, people log into an online forum for current and former Homeland Security Investigations (HSI) officers to share their thoughts on the news of the day and complain about their colleagues in Immigration and Customs Enforcement (ICE). “ERO is too busy dressing up as Black Ops Commandos with Tactical body armor, drop down thigh rigs, balaclavas, multiple M4 magazines, and Punisher patches, to do an Admin arrest of a non criminal, non-violent EWI that weighs 90 pounds and is 5 foot 2, inside a secure Federal building where everyone has been screened for weapons,” wrote one user in July 2025. (ERO stands for Enforcement and Removal Operations; along with HSI, it’s one of the two major divisions of ICE, and is responsible for detaining and deporting immigrants.) The forum describes itself as a space for current and prospective HSI agents, “designed for the seasoned HSI Special Agent as well as applicants for entry level Special Agent positions.” HSI is the division within ICE whose agents are normally responsible for investigating crimes like drug smuggling, terrorism, and human trafficking. Read full article Comments

格隆汇2月18日｜疫苗生产商Moderna表示，美国食品和药物管理局(FDA)已同意审查其流感疫苗申请，推翻了早些时候拒绝该申请的决定。Moderna表示，FDA已经接受了其提出的修订方案，即寻求全面批准50至64岁的成年人注射该疫苗，并加速批准65岁及以上的成年人注射该疫苗。该公司还补充称，将对老年人进行上市后研究。