Lenovo Group ADR press release ( LNVGY ): Q3 GAAP EPS of $0.04. Revenue of $22.2B (+18.1% Y/Y) beats by $1.56B . Excluding non-operating non-cash items and one-time gains and charges in Q3 FY24/25 and Q3 FY25/26, adjusted net income (profit attributable to equity holders – non-HKFRS) increased by 36% year-on-year to US$589 million, with adjusted net income margin [1] expanding to 2.7%. More on Len...
Lenovo Group ADR press release ( LNVGY ): Q3 GAAP EPS of $0.04. Revenue of $22.2B (+18.1% Y/Y) beats by $1.56B . Excluding non-operating non-cash items and one-time gains and charges in Q3 FY24/25 and Q3 FY25/26, adjusted net income (profit attributable to equity holders – non-HKFRS) increased by 36% year-on-year to US$589 million, with adjusted net income margin [1] expanding to 2.7%. More on Lenovo Group ADR Lenovo: Undervalued, But Surging Memory Prices Threaten Margins And End-User Demand Lenovo: Still A 'Buy' With Earnings Surprise And Positive Outlook Lenovo Group Limited (LNVGY) Q2 2026 Earnings Call Transcript ClearBridge International Growth EAFE Strategy exits Novo Nordisk, adds Roche in Q4 Global PC shipments rose 9% in 2025; supply constraints cloud 2026 outlook
On February 12, 2026, semiconductor stocks surged across global markets, fueled by a potent mix of strong earnings, upbeat forecasts, and a wave of investor optimism following Micron Technology’s standout performance on Wall Street. As the sun rose on the Korean financial landscape, local semiconductor giants like Samsung Electronics and SK Hynix found themselves riding a wave of momentum that beg...
On February 12, 2026, semiconductor stocks surged across global markets, fueled by a potent mix of strong earnings, upbeat forecasts, and a wave of investor optimism following Micron Technology’s standout performance on Wall Street. As the sun rose on the Korean financial landscape, local semiconductor giants like Samsung Electronics and SK Hynix found themselves riding a wave of momentum that began hours earlier in New York, where Micron’s stock price had soared nearly 10% in a single session. The catalyst? According to Hana Securities, the answer lies in both the numbers and the narrative. On February 11, 2026 (local US time), Micron’s Chief Financial Officer Mark Murphy took the stage at the Wolfe Research Conference to announce that shipments of the company’s next-generation high-bandwidth memory, HBM4, had officially begun. Murphy went further, addressing swirling rumors about Micron’s role in Nvidia’s supply chain: “Reports claiming exclusion from Nvidia’s next-gen supply chain were inaccurate,” he stated, firmly dispelling recent speculation. He emphasized that HBM4 was now in mass production and that shipments to customers had started a full year ahead of schedule—a move that sent a clear signal to the market about Micron’s operational prowess and strategic positioning. The market’s response was immediate and emphatic. As reported by TopStarNews, Micron’s stock closed at $410.34, up 9.94% from the previous day’s closing price of $373.25. The trading day saw the stock range from a low of $386.57 to a high of $414.16, with more than 47 million shares changing hands—reflecting a staggering $19.1 billion in trading value. The company’s market capitalization reached $461.8 billion, a testament to its growing clout in the semiconductor sector. After the closing bell, the momentum continued, with shares climbing an additional 1.25% in after-hours trading to $415.48. It wasn’t just Micron basking in the glow. The positive sentiment radiated outward, energizing semic...
Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.
Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.
Amazon.com Inc. (NASDAQ:AMZN) founder Jeff Bezos posted an image of a turtle on Monday, tagging his space company Blue Origin, drawing a swift response from SpaceX CEO Elon Musk. Musk’s Response Musk replied to Bezos’ post with “Turtle heading?” and added, “When it’s coming out slowly, but ferociously.” When it's coming out slowly, but ferociously The exchange references the classic fable of the t...
Amazon.com Inc. (NASDAQ:AMZN) founder Jeff Bezos posted an image of a turtle on Monday, tagging his space company Blue Origin, drawing a swift response from SpaceX CEO Elon Musk. Musk’s Response Musk replied to Bezos’ post with “Turtle heading?” and added, “When it’s coming out slowly, but ferociously.” When it's coming out slowly, but ferociously The exchange references the classic fable of the tortoise and the hare, where steady progress defeats overconfidence. Don't Miss: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Just $0.85 a Share This investment firm leverages expert insights and a 2.40x net equity multiple to help accredited investors capitalize on 2026 multifamily market trends—read the full forecast now. SpaceX Pivots To Lunar Focus The social media exchange came after Musk announced on Monday that SpaceX has shifted its primary focus from Mars to building a self-sustaining city on the Moon. “For those unaware, SpaceX has already shifted focus to building a self-growing city on the Moon, as we can potentially achieve that in less than 10 years, whereas Mars would take 20+ years,” Musk wrote on X. Musk explained that Mars missions are only possible every 26 months with a six-month travel time, while lunar missions can launch every 10 days with a two-day journey. “This means we can iterate much faster to complete a Moon city than a Mars city,” he said. Trending: It’s no wonder Jeff Bezos holds over $250 million in art — this alternative asset has outpaced the S&P 500 since 1995, delivering an average annual return of 11.4%. Here’s how everyday investors are getting started. The SpaceX CEO added that the company will still pursue Mars colonization beginning in five to seven years, but the Moon remains the “overriding priority” for “securing the future of civilization.” For those unaware, SpaceX has already shifted focus to building a self-growing city on the Moon, as we can potentially achieve that in less than 10 years, whereas Mars ...
Shopify continues to grow its revenue at a rapid rate. But is the stock overvalued? E-commerce specialist Shopify (SHOP 6.70%) saw its shares take a hit on Wednesday following its latest earnings report. While revenue for its fourth quarter came in ahead of analysts' consensus forecast for the period, it marked a deceleration from its Q3 growth rate. During a period when many investors are expecti...
Shopify continues to grow its revenue at a rapid rate. But is the stock overvalued? E-commerce specialist Shopify (SHOP 6.70%) saw its shares take a hit on Wednesday following its latest earnings report. While revenue for its fourth quarter came in ahead of analysts' consensus forecast for the period, it marked a deceleration from its Q3 growth rate. During a period when many investors are expecting accelerated growth as companies integrate AI (artificial intelligence) into their businesses, the market may have been hoping for stronger growth than Wall Street analysts were. But some investors may be wondering whether the tech stock's 6.7% decline on Wednesday went too far, potentially creating a buying opportunity. After all, it adds to an already difficult year for the growth stock. Unfortunately, I think shares remain overvalued, even after a more than 26% decline already in 2026. Here's a closer look at why I'm not buying the dip in Shopify's stock price. Strong fourth-quarter results Just because I don't like the stock doesn't mean I can't like the business. And Shopify's fourth-quarter results continued to show a company firing on all cylinders. Shopify's fourth-quarter revenue grew at an explosive rate, climbing 31% year over year. Additionally, its bottom-line performance was impressive. Net income, when excluding the impact of equity investments, rose about 30% year over year during the period. And free cash flow, which represents its cash flow from operations less capital expenditures, remains a strength for Shopify. The company's free cash flow rose 17% year over year to $715 million. That translated into an impressive 19% free cash flow margin. And on a full-year basis, Shopify's free cash flow rose 26% year over year to more than $2 billion. With strong free cash flow and no debt on its balance sheet, Shopify launched a massive share repurchase program, authorizing up to $2 billion to buy back its own stock. "We are launching this share repurchase progra...
Victor Golmer Novo Nordisk ( NVO ) aims to start selling its weight-loss blockbuster Wegovy in vials, its latest move to win over customers it’s lost to rival Eli Lilly & Co. ( LLY ), Bloomberg News reported. Currently Novo sells the drug in plastic injector pens. Rival Lilly launched vials nearly two years ago to offer a lower-priced version of its shot and alleviate shortages. It’s unclear what ...
Victor Golmer Novo Nordisk ( NVO ) aims to start selling its weight-loss blockbuster Wegovy in vials, its latest move to win over customers it’s lost to rival Eli Lilly & Co. ( LLY ), Bloomberg News reported. Currently Novo sells the drug in plastic injector pens. Rival Lilly launched vials nearly two years ago to offer a lower-priced version of its shot and alleviate shortages. It’s unclear what Novo ( NVO ) will charge for vials, but the company has already been aggressively discounting its obesity drugs to compete, the report added. Lilly ( LLY ) last year cut the price for vials of Zepbound by $50 or more and expanded the range of doses sold online. More on Novo Nordisk A/S, Eli Lilly Novo Nordisk: How Low Is Too Low? (Downgrade, Technical Analysis) Novo Nordisk: Ugly Guidance, But Stock Refuses To Break Down Further Novo Nordisk: Full Kitchen Sink Reset Or Another Shoe Yet To Drop? Eli Lilly gains approval of mirikizumab in China for bowel diseases Hengrui, Kailera phase 2 obesity pill results could pressure Eli Lilly's orforglipron
Iraq Receives 5,000 ISIS Fighters From Syrian Prisons Via The Cradle Iraq has received close to 5,000 ISIS prisoners since the start of a US military campaign to relocate the extremist group’s fighters, of whom tens of thousands were previously held in Kurdish-run facilities in northern Syria. "The transfer of terrorist prisoners from Syria to Iraq is ongoing in coordination with the global coalit...
Iraq Receives 5,000 ISIS Fighters From Syrian Prisons Via The Cradle Iraq has received close to 5,000 ISIS prisoners since the start of a US military campaign to relocate the extremist group’s fighters, of whom tens of thousands were previously held in Kurdish-run facilities in northern Syria. "The transfer of terrorist prisoners from Syria to Iraq is ongoing in coordination with the global coalition, and they are being held in Iraqi prisons ," Sabah al-Numan, spokesman for the commander in chief of the Iraqi army, told Rudaw on 11 February. Numan went on to say that the country’s legal system has begun taking judicial measures "against those individuals who committed crimes against the Iraqi people . " Prior illustrative AFP file image of ISIS prison in northeast Syria. Nearly 5,000 are now in Iraqi facilities, according to the latest data from the Iraqi Joint Operations Command. The spokesman added that trials will continue “to ensure they receive their just punishment for what they have committed against Iraqis," adding that "all criminal and terrorist acts that were committed will be investigated." Ali Dhia, assistant head of the judiciary-linked National Center for International Judicial Cooperation (NCIJC), said among the ISIS members were those who took part in the genocide against the Yezidi minority in Iraq, which began in 2014. Last month, the Syrian army launched a major assault on Kurdish-held parts of northern and eastern Syria, seizing key oil fields and cities from the Syrian Democratic Forces (SDF). During the assault, SDF forces were no longer able to hold Hasakah’s Shaddaddi Prison . After the facility fell to Jolani's Syrian army, some 1,500 ISIS prisoners escaped . The SDF, once considered a major US ally , accused Washington of ignoring distress calls for help. It said a US military base was only two kilometers away from the prison. The Syrian government also entered the Al-Hawl Camp, previously run by the SDF, which held tens of thousands of IS...
A stricter control measure is being enforced on Chinese nationals to curb any abuse of the visa-free facility under the Malaysia -China mutual visa exemption agreement, according to Home Affairs Minister Saifuddin Nasution Ismail. Saifuddin explained that while Chinese nationals are permitted visa-free entry for up to 30 days per visit, they are subject to a cumulative stay limit of 90 days within...
A stricter control measure is being enforced on Chinese nationals to curb any abuse of the visa-free facility under the Malaysia -China mutual visa exemption agreement, according to Home Affairs Minister Saifuddin Nasution Ismail. Saifuddin explained that while Chinese nationals are permitted visa-free entry for up to 30 days per visit, they are subject to a cumulative stay limit of 90 days within any 180-day window. “The provisions under this agreement do not grant continuous 90-day visa-free stays, unlike arrangements extended to certain other countries,” he said in a parliamentary written reply to Puchong MP Yeo Bee Yin. Advertisement Yeo had asked the ministry to outline the measures taken to ensure the 90-day visa exemption for Chinese nationals would not be abused to obtain projects or work in Malaysia, particularly in the construction, renovation and service industries. According to Saifuddin, before the agreement’s enforcement, Chinese nationals were permitted entry under the visa liberalisation plan from December 1, 2023, which allowed visa-free stays of up to 30 days per entry without any cumulative annual limit. Advertisement “The policy refinements introduced through the agreement reflect the government’s more cautious approach in balancing traveller facilitation with strengthened border controls,” he said. He also said the government’s emphasis is that this facility is meant to apply strictly to social visits and tourism.
Why this AI leader probably won't tumble from its mountain top any time soon. Nvidia (NVDA +0.86%) has been the unquestioned leader in GPU chips for artificial intelligence (AI) data centers since the start of the AI boom in early 2023. Perhaps the most impressive feat is that Nvidia, with $187 billion in trailing-12-month sales, continues to grow far faster than competitors such as Advanced Micro...
Why this AI leader probably won't tumble from its mountain top any time soon. Nvidia (NVDA +0.86%) has been the unquestioned leader in GPU chips for artificial intelligence (AI) data centers since the start of the AI boom in early 2023. Perhaps the most impressive feat is that Nvidia, with $187 billion in trailing-12-month sales, continues to grow far faster than competitors such as Advanced Micro Devices and Broadcom, both of which are much smaller. There's no doubt that competition will continue coming for Nvidia's crown. However, that shouldn't scare investors away from the AI leader. If you have $200 to invest, you can confidently buy Nvidia stock and hold it for the long term. Here is why. Entering a new era with Nvidia Rubin AI companies have primarily used Nvidia's GPU chips to train AI models over the past several years. But AI inference is becoming a bigger piece of the puzzle. Training AI involves feeding it data to make it intelligent, while inference consists of applying AI to real-world tasks. Demand for inference is growing rapidly, with agentic AI and other complex use cases placing greater strain on AI chip memory. Memory strain causes slower response times in AI apps. A recent report indicated that OpenAI had grown frustrated with slow response times from Nvidia's GPUs and was allegedly exploring alternatives to supply 10% of its inference needs. Nvidia's upcoming Rubin chip platform, the successor to Blackwell, features Inference Context Memory Storage (ICMS). The technology acts as a specialized memory layer between a GPU's fast (but small) memory and larger (but slower) external storage. The ICMS will store KV caches containing data generated as AI models work through prompts. Rubin represents a crucial step forward for Nvidia as AI computing increasingly shifts toward inference. The future is bright, and AI is only getting started OpenAI's reported dissatisfaction is a shot across Nvidia's bow, but it's still unlikely that a competitor will surp...
Key Points Nvidia is preparing to launch its Rubin chip platform just as agentic AI is beginning to take off. The company acquired Groq, a proactive move for the future. Nvidia's strong momentum should carry forward as AI is still in its early innings. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has been the unquestioned leader in GPU chips for artificial intelligence (AI) data ce...
Key Points Nvidia is preparing to launch its Rubin chip platform just as agentic AI is beginning to take off. The company acquired Groq, a proactive move for the future. Nvidia's strong momentum should carry forward as AI is still in its early innings. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has been the unquestioned leader in GPU chips for artificial intelligence (AI) data centers since the start of the AI boom in early 2023. Perhaps the most impressive feat is that Nvidia, with $187 billion in trailing-12-month sales, continues to grow far faster than competitors such as Advanced Micro Devices and Broadcom, both of which are much smaller. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » There's no doubt that competition will continue coming for Nvidia's crown. However, that shouldn't scare investors away from the AI leader. If you have $200 to invest, you can confidently buy Nvidia stock and hold it for the long term. Here is why. Entering a new era with Nvidia Rubin AI companies have primarily used Nvidia's GPU chips to train AI models over the past several years. But AI inference is becoming a bigger piece of the puzzle. Training AI involves feeding it data to make it intelligent, while inference consists of applying AI to real-world tasks. Demand for inference is growing rapidly, with agentic AI and other complex use cases placing greater strain on AI chip memory. Memory strain causes slower response times in AI apps. A recent report indicated that OpenAI had grown frustrated with slow response times from Nvidia's GPUs and was allegedly exploring alternatives to supply 10% of its inference needs. Nvidia's upcoming Rubin chip platform, the successor to Blackwell, features Inference Context Memory Storage (ICMS). The technology acts as a specialized memory layer between a GPU's fast (but small) memory and larger (but slower...