France ’s economy will sustain steady growth at the start of the year, unchecked by persistent geopolitical risks and uncertainty, the central bank said. Output is on track to expand between 0.2% and 0.3% in the first quarter, the Bank of France said in its monthly survey of 8,500 firms. The pace of growth in January was better than business leaders predicted, with strength in defense and aerospace helping to keep industrial activity above its long-term average for the eighth consecutive month. “If I had to choose an adjective to describe the French economy last month, it would be imperturbable, despite the fury of the world and international and national uncertainties,” Bank of France Chief Economist Xavier Debrun said. Economic growth in the euro area’s second largest economy held up through repeated government collapse since elections in 2024, as well as rising trade tensions and tariffs since Donald Trump ’s return to the White House last year. Adding to the potential upside in France, domestic headwinds eased in recent weeks as Prime Minister Sebastien Lecornu managed to get a budget adopted by parliament after months of opposition parties threatening to topple him. The Bank of France’s monthly measure of business uncertainty eased for the fifth month in services to reach its lowest level since July last year. Still, it rose slightly in industry, which the central bank said is normally more sensitive to the international context. French Unemployment at Highest Level in Four Years French Champagne and Perfume Feel the Pain of Trump Tariffs France Adopts Budget After Premier Wins No-Confidence Votes

Hyperscalers are desperate for data center capacity. There was a lot of talk in 2025 that artificial intelligence (AI) was headed to a bubble. After all, the bears reasoned, there's no way that companies will continue to accelerate their spending on AI technology. Right? But now we have the answer, definitively. The AI run-up is just getting started. Amazon announced it would spend $200 billion on AI this year, Meta Platforms plans to spend up to $135 billion, Alphabet is on board to spend $185 billion, and Microsoft plans to spend $105 billion in its fiscal year that ends in June. With those four companies alone, we're looking at about $625 billion this year on AI data centers, chips, and necessary hardware. The market's reaction to that spending is muted at best, at least for the big spenders. Some analysts are worried that these companies are investing too much in an emerging technology, and that's why their stock prices are slipping. But there are also going to be some huge winners because of all this spending, and my prediction is that Nebius Group (NBIS 2.00%) will outperform the rest of the AI stocks in 2026. Expand NASDAQ : NBIS Nebius Group Today's Change ( -2.00 %) $ -1.84 Current Price $ 89.95 Key Data Points Market Cap $23B Day's Range $ 87.25 - $ 94.69 52wk Range $ 18.31 - $ 141.10 Volume 379K Avg Vol 16M Gross Margin -1312.43 % What does Nebius Group do? Nebius Group is a Dutch company building data centers that are designed to power AI technology. The company operates a full-stack AI cloud platform in data centers that are powered by thousands of top-of-the-line Nvidia graphics processing units (GPUs). That's important because Nvidia's GPUs are designed to work together to perform high-performance tasks such as AI and machine learning. And because Nebius' cloud platform provides full-stack services, it allows companies to build, deploy, manage, and scale their AI platforms in a cloud environment. Nebius reported that it sold out of its capacity in the...

Elon Musk Vows To Establish A Moon City Within 10 Years Authored by Steve Watson via Modernity.news, Elon Musk and SpaceX are charting a bold new course for American space dominance, prioritizing a thriving city on the Moon to shield civilization from earthly perils like natural disasters or geopolitical chaos. With frequent launches and rapid iteration cycles, the Moon offers a practical launchpad for multi-planetary life, free from the constraints of overregulated space agencies that have stalled progress for decades. SpaceX’s announcement comes amid a renewed push for lunar exploration, where private enterprise is outpacing sluggish international efforts. SpaceX just officially shifted its #1 priority to building a self-growing city on the Moon. Not a base. Not an outpost. A city. Here's why it makes sense: you can launch to the Moon every 10 days vs. every 26 months for Mars. Two-day trip vs. six months. That means hundreds of… pic.twitter.com/G8JyICe9Qw — tetsuo (@tetsuoai) February 10, 2026 According to reports, the company aims to establish a “self-growing city” on the Moon within a decade, leveraging the proximity for hundreds of test cycles that Mars’ distant orbit simply can’t match. Musk elaborated on X, stating, “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.” He emphasized the logistical edge: launches to the Moon every 10 days with a two-day trip, versus Mars’ 26-month windows and six-month journeys. 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. The mission of SpaceX remains the same: extend consciousness and life as we know it to… — Elon Musk (@elonmusk) February 8, 2026 This allows for swift advancements in life support, construction, and energy systems—key to breaking free from Earth’s ...

Pure-play quantum computing stocks such as IonQ IONQ, D-Wave Quantum QBTS and Rigetti Computing RGTI have attracted strong investor interest due to sharp stock moves and major technology announcements. However, while their technological breakthroughs and rapid stock appreciation have drawn attention, their financial fundamentals remain early-stage and speculative. In such a situation, analysts are increasingly recommending established tech companies with quantum divisions — like NVIDIA NVDA or Microsoft MSFT — as less risky ways to capture quantum upside alongside other core revenue streams. Quantum Pure Plays With Wobbly Financials IonQ has delivered solid year-over-year revenue growth and formed partnerships with leading cloud providers, supporting expectations for future commercial growth. However, it posted substantial net losses and depends on periodic equity raises to extend its cash runway. Rigetti, in its most recently reported quarter, incurred an operating loss of $20.5 million, reflecting continued investment in research and development and core operations. On a non-GAAP basis, which excludes certain non-cash items, the company recorded a net loss of $10.7 million or a loss of 3 cents per share. D-Wave reported $3.7 million in revenues in the third quarter of 2025, up year over year and sequentially. However, the company recorded a GAAP net loss of roughly $140 million, largely due to non-cash warrant-related charges. On a non-GAAP basis, the net loss was approximately $18 million, reflecting continued operating losses. D-Wave ended the quarter with more than $836 million in cash and investments, highlighting strong liquidity despite its early-stage, loss-making profile. Analysts accordingly frequently emphasize that these stocks trade more like assets than traditional growth equities, making them ill-suited for investors who prioritize stable fundamentals. Established Tech With Quantum: A More Reliable Bet In contrast, established technology companies wi...

Adtech company AppLovin reports its fourth-quarter earnings under a cloud of negative reports and AI disruption. AppLovin has an ad platform that facilitates ads surrounding mobile apps, especially games, one of the last untamed wildernesses of digital advertising. Another short-seller report from CapitalWatch in January made the more salacious claim that AppLovin had ties to international crime syndicates.

Quantum Hype vs. Profits: Do NVDA and MSFT Have the Edge? Yahoo Finance

美国1月政府预算 -946.15亿美元，预期 -944亿美元，前值 -1447亿美元。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Centrica boss’s 2030 prediction is not controversial, but government’s strategy hardly adds up to one to prove him wrong The price of electricity is less entertaining than a bout of leadership plotting but Labour MPs, if they lifted their gaze, could note that the boss of one of our largest energy companies made a significant prediction this week. British electricity prices in 2030 would be higher than they were in 2022 after Russia’s full-scale invasion of Ukraine, said Chris O’Shea, the chief executive of British Gas-owning Centrica . If he’s right, the implications may matter more for those MPs’ re-election prospects than if or when the prime minister goes. O’Shea was not making a point about net zero. He was merely saying all options for the necessary upgrade of the country’s energy infrastructurewere expensive. “We’ve underinvested in the system for many years, and whether it’s the cost of building a new gas-fired power station or a new windfarm, the costs have gone up,” he said. Continue reading...

Gabon dismisses energy concerns over 2029 manganese refining deadline Reuters

A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today's guests: General Atlantic Chairman and CEO Bill Ford, Winston & Strawn Managing Partner, External Affairs Eva Davis, US Consumer & Retail Investing Vertical Co-Head Emily Miller, Kroll Investment Banking Global Head Joshua Benn and Thoma Bravo Managing Partner Holden Spaht. (Source: Bloomberg)

委內瑞拉代總統晤美能源部長 賴特：將推動石油產量 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】委內瑞拉代總統羅德里格斯與到訪的美國能源部長賴特會談。 雙方代表在首都加拉加斯的總統府舉行會議，賴特說美國已經準備好協助委內瑞拉增加石油、燃氣和能源生產，相信有助增加就業職位和刺激工資上升。他認為企業到當地投資的風險已經大幅降低，又說中國已經購買由美國代理的委內瑞拉原油，重申歡迎中國企業到委內瑞拉投資和合法交易，但賴特說未有撤銷當地制裁的限期。羅德里格斯期望與美國可以持續改善關係。

格隆汇2月12日｜美国总统特朗普：上次伊朗认为不达成协议对他们更有利，结果他们遭遇了午夜铁锤，这对他们并不好。希望这次他们会更加理性和负责任。

格隆汇2月12日｜美国总统特朗普：如果能够达成协议，我已告知内塔尼亚胡那将是优先选择。如果无法达成协议，我们只能拭目以待。

The company's CEO might be a bit too optimistic. In 2007, Apple launched the first iPhone, a device that eventually became the model for other smartphones. The iPhone wasn't the first smartphone, but it completely changed the industry and made Apple immensely successful. It remains its largest source of sales to this day. Meta Platforms (META 0.67%) is trying to pull off something similar. The company believes it has identified how most people will interact with artificial intelligence (AI) in their day-to-day lives within a few years. And if Meta Platforms can lead this revolution, it could pay rich dividends to the tech leader down the road. Are AI glasses the future? Zuckerberg thinks so. By now, everyone is familiar with AI chatbots. Although they are very useful, they are limited in that they only respond to questions and requests that users explicitly ask. AI glasses could be upgraded versions of chatbots. AI glasses are equipped with cameras and microphones, which, in a sense, make them AI chatbots with eyes and ears. They can interact with the world around those wearing them in real time, anticipate needs and requests, and, of course, still respond to questions and requests via voice commands. These added perks make AI glasses the "ideal form factor for AI," as Meta Platforms' CEO, Mark Zuckerberg, once argued. And anyone who doesn't have them will be at a severe disadvantage in a few years, or at least, that's what Zuckerberg thinks. During the company's recent fourth quarter earnings conference call, he said the following regarding where AI glasses are right now and where we could be heading in the near future: I think that we're at a moment similar to when smartphones arrived, and it was clearly only a matter of time until all those flip phones became smartphones. It's hard to imagine a world in several years where most glasses that people wear aren't AI glasses. Expand NASDAQ : META Meta Platforms Today's Change ( -0.67 %) $ -4.50 Current Price $ 666.22 ...

After saving for retirement for decades, you'll eventually get to a point when you realize you could actually soon stop working. In this podcast, Motley Fool retirement expert Robert Brokamp speaks with Fool contributor Dan Caplinger about how they're approaching the decision of when to call it a career. Also in this episode: December saw the highest number of home contract cancellations in several years. Home prices declined in November. A study found that 75% of homes on the market are unaffordable to the median-income American household. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. A full transcript is below. This podcast was recorded on Jan. 31, 2026. Robert Brokamp: How to decide when to retire and updates from the housing market? You're listening to the Saturday Personal Finance edition of Motley Fool Morning. I'm Robert Brokamp, this week, I speak with Motley Fool contributor Dan Caplinger about how we're each determining when we can retire. But first, here are some news items from last week, and they all have to do with housing. First up, Redfin announced that more than 40,000 home purchase agreements were canceled in December. That represents 16.3% of all homes that went under contract, the highest percentage of monthly cancellation since Redfin began tracking the metric in 2017. One reason could be that home buyers are becoming more cautious amid economic anxiety. After all, the Michigan consumer sentiment index is near its lowest level in 50 years, though it has ticked up a bit in recent months. But another reason is that inventory has risen, giving potential homebuyers more choices. According to Chen Zhao, head of Economic Research at Redfin, "Home sellers outnumber buyers by a record margin, meaning the buyers who are in the market have options and may walk away if they believe they can find a better or more affordable home." This ri...

Meta Platforms Is Preparing for AI's "iPhone Moment": Is the Stock a Buy? Yahoo Finance

Key Points Meta Platforms sees a massive opportunity with AI glasses. The company might encounter several challenges in that market. There are other, better reasons to buy the stock. 10 stocks we like better than Meta Platforms › In 2007, Apple launched the first iPhone, a device that eventually became the model for other smartphones. The iPhone wasn't the first smartphone, but it completely changed the industry and made Apple immensely successful. It remains its largest source of sales to this day. Meta Platforms (NASDAQ: META) is trying to pull off something similar. The company believes it has identified how most people will interact with artificial intelligence (AI) in their day-to-day lives within a few years. And if Meta Platforms can lead this revolution, it could pay rich dividends to the tech leader down the road. 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 » Are AI glasses the future? Zuckerberg thinks so. By now, everyone is familiar with AI chatbots. Although they are very useful, they are limited in that they only respond to questions and requests that users explicitly ask. AI glasses could be upgraded versions of chatbots. AI glasses are equipped with cameras and microphones, which, in a sense, make them AI chatbots with eyes and ears. They can interact with the world around those wearing them in real time, anticipate needs and requests, and, of course, still respond to questions and requests via voice commands. These added perks make AI glasses the "ideal form factor for AI," as Meta Platforms' CEO, Mark Zuckerberg, once argued. And anyone who doesn't have them will be at a severe disadvantage in a few years, or at least, that's what Zuckerberg thinks. During the company's recent fourth quarterearnings conference call he said the following regarding where AI glasses are right now and where we could be heading in the near future: ...

In this podcast, Motley Fool retirement expert Robert Brokamp speaks with Fool contributor Dan Caplinger about how they're approaching the decision of when to call it a career. Also in this episode: 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 » December saw the highest number of home contract cancellations in several years. Home prices declined in November. A study found that 75% of homes on the market are unaffordable to the median-income American household. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. A full transcript is below. Where to invest $1,000 right now When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor’s total average return is 920%* — a market-crushing outperformance compared to 196% for the S&P 500. They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you join Stock Advisor. See the stocks » *Stock Advisor returns as of February 11, 2026. This podcast was recorded on Jan. 31, 2026. Robert Brokamp: How to decide when to retire and updates from the housing market? You're listening to the Saturday Personal Finance edition of Motley Fool Morning. I'm Robert Brokamp, this week, I speak with Motley Fool contributor Dan Caplinger about how we're each determining when we can retire. But first, here are some news items from last week, and they all have to do with housing. First up, Redfin announced that more than 40,000 home purchase agreements were canceled in December. That represents 16.3% of all homes that went under contract, the highest percentage of monthly cancellation since Redfin began tracking the metric in 2017. One reason could be that home buyers are becoming more cautious amid economic anxiety. After all, the Michigan ...

He added he did not know enough about the circumstances because he was editor of the Mail, not the Sunday newspaper, but suggested that the payment may have been a "kill fee" to prevent the story running in another newspaper.

格隆汇2月12日｜美国总统特朗普：除了我坚决要求与伊朗的谈判继续进行，看看是否能够达成协议外，与内塔尼亚胡的会晤没有达成任何决定。

美光 科技股价一度上涨9.9%，此前公司首席财务官Mark Murphy向投资者表示，公司正在大规模生产备受追捧的新型HBM4内存芯片。 Murphy在Wolfe Research活动上表示，这一产品线 —— 即美光最新一代高带宽内存 —— 目前正在向客户交付。这类芯片旨在帮助人工智能（AI）计算系统处理开发和运行AI模型所需的大量数据。 “我们已经开始向客户出货HBM4，预计第一季度出货量将顺利提升，”他表示，“这比我们在12月财报电话会议上提到的时间提前一个季度。” 此前，SemiAnalysis报告促使市场担忧，HBM4可能无法用于英伟达新一代Vera Rubin产品线。英伟达主导AI加速器的生产，这类芯片是驱动人工智能运算的核心处理器。美光及其竞争对手生产的内存组件为这些芯片提供数据存储和管理支持。 Murphy在Wolfe活动期间表示，他希望澄清“近期有关我们HBM4情况的一些不准确报道”。 “美光在技术、产品和制造方面的执行都极为出色，”他说，“我们的HBM产能正在顺利爬坡，正如几个月前所强调的那样，我们2026年的HBM供应已经售罄。” Murphy还表示，该产品的良率进展符合预期。 美光在高带宽内存领域的发力助其去年成为芯片行业的明星，股价累计上涨239%。这家总部位于爱达荷州博伊西的半导体公司如今被视为AI热潮的关键受益者之一。 不过，聚焦于HBM也挤压了其他类型内存的产能，导致供应短缺，目前已对个人电脑和手机行业造成冲击。Murphy周三表示，供应紧张状况将持续至2026年之后。 责任编辑：李桐

The Warner Bros. water tower is seen at Warner Bros. Studios in Burbank, Calif. (Jae C. Hong / Associated Press) Activist investor Ancora Holdings Group is calling on the Warner Bros. Discovery board to consider a revised bid from Paramount Skydance and negotiate with the David Ellison-led company, or it says it will vote no on the proposed tie-up between Warner Bros. and Netflix. The Cleveland-based investment management firm released a presentation Wednesday detailing why it believes Paramount's latest offer could be a superior bid compared with the Netflix transaction. Ancora cited uncertainty around the equity value and final debt allocation for the planned spinoff of Warner's cable channels into a separate company as a factor that could change share valuation. The spin-off is still set to happen under the agreement with Netflix, as the streamer does not intend to buy the cable channels. Paramount has proposed buying the entire company. Read more: Paramount was poised to buy Warner Bros. Discovery. What went wrong? The backing of David Ellison's father, Oracle co-founder Larry Ellison, was a sign of the Paramount bid's "credibility and executability," Ancora said, adding that it had concerns about the regulatory hurdles Netflix could face. U.S. senators grilled Netflix Co-Chief Executive Ted Sarandos last week about potential antitrust issues related to its agreement to buy Warner Bros. Sarandos has said 80% of HBO Max subscribers in the U.S. also subscribe to Netflix, and that a tie-up between the two would give the combined company 20% of the U.S. television streaming market, below the 30% threshold for a monopoly. The investment management firm noted that Paramount is "reportedly viewed as the current administration’s 'favored' bidder – suggesting stronger political support," a nod to the Ellison family's friendly relationship with President Trump. Trump has vacillated in his public statements on the deal. In December, he said he "would be involved" in his ad...

honglouwawa/E+ via Getty Images By James Picerno TMC Research reviewed several trend metrics for the US stock three months ago and found that while valuation concerns continued, there was “no decisive shift in the market’s upward momentum.” Since then, equities are up roughly 5%, based on the S&P 500 Index. Let’s update the analytics to see what’s changed, based on a set of ETFs. S&P 500 Index Weekly Trend Looking at the broad trend for the S&P 500 ( SPY ) via weekly prices highlights an extension of the bull run that was unfolding in our previous update in November. The current profile offers no assurance of higher prices, but it does indicate that the upside bias that was intact in our last update remains intact today. S&P 500 Index 3-Month vs. 1-year Changes For another perspective, it’s useful to view the stock market through different lenses to corroborate or reject signals from other techniques. In the next chart below, the analysis uses another set of filters and finds that equity returns continue to vary within a “normal” range, which matches the profile in our November review. Consumer Staples Stocks vs. The Broad Market One trend that has changed is that of consumer staples stocks ( XLP ) relative to the broad market ( SPY ). This ratio is useful to monitor because a shift here can signal periods of elevated market stress, which sometimes favors shares of consumer staples as relative safe havens compared with stocks overall. Note the sharp upturn in the ratio in the chart below, which may be an early indication that the risk appetite for the market is starting to turn defensive. Although the change to date has yet to signal a clear shift, this ratio deserves close attention in the weeks ahead. Value vs. Growth Stocks A similar reversal has unfolded recently for value ( VTV ) over growth stocks ( VUG ) in the large-cap space. If the rebound in this ratio persists, it may signal an extended run of outperformance for value stocks. A key metric to watch that w...

格隆汇2月12日｜美国总统特朗普：已结束与以色列总理内塔尼亚胡的会晤，这是一次非常成功的会晤。与内塔尼亚胡讨论了加沙以及整个地区正在取得的巨大进展。

Samsung’s next Unpacked event is happening on February 25th, and we anticipate the company will announce the Galaxy S26 lineup of phones . There may be some new wearables and earbuds announced, too. In addition to the showing off the new hardware, Galaxy AI software is likely to be a big part of the show, since that’s the focus of the Unpacked sizzle reel. If you’re hyped for the new devices — enough to consider trading in your phone — Samsung is hosting some special trade-in perks, but only if you register interest in a preorder ahead of the event and follow through with a purchase after the unveiling later this month. Registering through Samsung’s site or its Shop Samsung app now will unlock a $30 use-it-or-lose-it credit that can be applied toward accessories at preorder. However, it can’t be used to reduce the cost of the new device. The company is also offering up to $900 in trade-in value for your phone if you preorder one of its new phones in the same transaction. This amount is higher than its current values, which go up to $700 if you have an S24 Ultra to trade. Regardless of the make or model, your old phone needs to meet some eligibility requirements, including (but not limited to) that it can’t have damage beyond normal wear-and-tear. The anticipated trade-in value will be applied at checkout. Whether you’re set on trading your phone in or not, it might be worth checking out Samsung’s site once preorders launch just to entertain the company’s trade-in offer.

Iuliia Alekseeva/iStock via Getty Images Moderna Overview I last covered Moderna stock ( MRNA ) in December. It was in the middle of a resurgence—fueled by improved liquidity and cost discipline. However, despite the scientific appeal of its mRNA technology, I noted its declining COVID franchise, underperforming RSV shot, and the discontinuation of its congenital CMV pipeline candidate—which was once lauded as a key growth pillar. Despite the recent stock rally—which was likely a combination of a “sigh of relief” and a short squeeze—I remained cautious on Moderna’s long-term prospects. I listed some things that could change my “sell” rating—like U.S. COVID vaccination stabilization, mRESVIA showing traction, and mRNA-1010 achieving approval. Impressively, MRNA went on to rally over $50/share before settling in the low-$40s. And last night, its stock dropped 10% in the after-hours following news that Moderna received a Refusal-to-File letter from the FDA regarding its investigational seasonal influenza vaccine, mRNA-1010. Data by YCharts The article that follows reevaluates my Sell rating in light of recent developments. The Regulatory Saga The story behind the Refusal-to-File, or RTF, letter is a bit convoluted—so stick with me. For those who aren’t too familiar with regulatory verbiage, this basically means that the FDA didn’t even consider the application at all—which is kind of a “slap in the face.” The disagreement surrounds mRNA-1010’s main comparator—which was the standard-dose influenza vaccine in P304 (the big trial with outcomes like flu prevention). In P304, Moderna’s vaccine achieved a relative vaccine efficacy of 26.6%, higher than standard-dose influenza in adults aged 50 years and older. This trial enrolled ~40,000 participants and measured influenza prevention. The FDA argues that the comparator arm did not “reflect the best-available standard of care,” which, according to the CDC, is high-dose shots for seniors. According to Moderna, the FDA said the...

Earnings Call Insights: Frontier Group Holdings, Inc. (ULCC) Q4 2025 Management View CEO James Dempsey outlined a new strategic direction for Frontier, stating, "When I accepted this role, the Board gave me a clear mandate to enact change at our company. We know that we need to do better across the business and deliver increased value for all our stakeholders, employees, customers and our investors." Dempsey emphasized four strategic priorities: rightsizing the fleet, strengthening cost discipline, reducing cancellations and improving on-time performance, and driving customer loyalty. The company entered into a nonbinding agreement with AerCap for early termination of 24 aircraft leases in Q2. Dempsey explained, "We plan to take advantage of this by increasing utilization across our remaining fleet to support our planned growth and drive efficiency." The partnership with AerCap will also include 10 additional sale-leasebacks. Frontier reached a nonbinding framework agreement with Airbus to revise its delivery profile, supporting a "more measured and sustainable long-term growth rate of approximately 10%, representing a meaningful moderation versus our prior growth trajectory." Dempsey announced a cost savings target: "We are targeting $200 million of annual run rate cost savings by 2027, largely from network optimization, productivity enhancements and other efficiencies across the business, which includes approximately $90 million of expected annual rent savings from the early termination of the 24 aircraft leases." The CEO highlighted operational improvements, including digital initiatives and a focus on on-time performance. "Over 85% of our customers use our recently updated mobile app. By leveraging digital channels, we can push timely alerts of our clear next steps during delays and ensure customers feel supported and informed throughout their journey." Product enhancements such as first-class seating, onboard WiFi, and upgraded digital platforms will roll out t...

Earnings Call Insights: Veru Inc. (VERU) Q1 2026 Management View CEO Mitchell Steiner stated that Veru is advancing its late-stage clinical pipeline, focusing on two oral small molecule drugs: enobosarm, a selective androgen receptor modulator for combination with GLP-1 receptor agonists in obesity, and sabizabulin as a broad anti-inflammatory agent for cardiovascular disease. Steiner explained that enobosarm, in combination with a GLP-1 receptor agonist, demonstrated in the Phase II QUALITY study the ability to make weight loss more selective to fat loss while preserving lean mass and physical function, especially in older patients with obesity. He highlighted, “enobosarm could be that next-generation drug in combination with the GLP-1 receptor agonist to make the weight loss journey more selective for only fat loss while preserving lean mass and physical function.” Steiner detailed regulatory clarity from a recent FDA meeting, noting two possible approval pathways for the enobosarm/GLP-1 combination: achieving at least a 5% placebo-corrected incremental weight loss at 52 weeks or demonstrating a clinically meaningful benefit in physical function if the incremental weight loss is less than 5%. Steiner addressed the FDA’s acceptance of total hip bone mineral density (BMD) as a validated surrogate endpoint for drug approval in postmenopausal women with osteoporosis, highlighting enobosarm’s potential as a differentiated candidate due to its anabolic and antiresorptive effects on bone mineral density. Steiner announced the planned Phase IIb PLATEAU clinical study for enobosarm in approximately 200 older patients (≥65 years) with obesity (BMI ≥35), initiating semaglutide, with the study expected to begin this quarter and an interim analysis at 34 weeks anticipated in Q1 2027. CFO Michele Greco reported, “Net proceeds to the company from this offering were approximately $23.4 million after deducting underwriting costs and discounts paid by the company.” Outlook Manageme...