格隆汇2月11日｜优刻得今日发布关于产品服务价格上浮调整的公告。优刻得表示，近期由于全球供应链波动持续加剧，核心硬件采购等基础设施成本出现显著且结构性的上涨。经过慎重评估，优刻得决定自2026年3月1日起，对续签及新签用户的全线产品与服务进行价格上浮调整。

Krilogy Financial LLC bought a new stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 18,932 shares of the company's stock, valued at approximately $3,557,000. Get Palantir Technologies alerts: Sign Up Several other hedge funds also recently added to or reduced their stakes in the business. Norges Bank acquired a new position in shares of Palantir Technologies in the 2nd quarter valued at about $3,307,457,000. Vanguard Group Inc. grew its holdings in Palantir Technologies by 3.6% during the second quarter. Vanguard Group Inc. now owns 205,717,666 shares of the company's stock worth $28,043,432,000 after acquiring an additional 7,194,216 shares during the period. State Street Corp raised its position in Palantir Technologies by 6.9% during the second quarter. State Street Corp now owns 94,481,128 shares of the company's stock valued at $12,879,667,000 after acquiring an additional 6,097,629 shares in the last quarter. Invesco Ltd. lifted its holdings in Palantir Technologies by 16.0% in the second quarter. Invesco Ltd. now owns 20,585,256 shares of the company's stock valued at $2,806,182,000 after acquiring an additional 2,838,300 shares during the period. Finally, Clear Street LLC purchased a new stake in Palantir Technologies in the 2nd quarter worth approximately $295,508,000. 45.65% of the stock is owned by hedge funds and other institutional investors. Palantir Technologies Stock Down 2.4% PLTR stock opened at $139.45 on Wednesday. The stock has a market capitalization of $332.37 billion, a P/E ratio of 221.35, a P/E/G ratio of 2.74 and a beta of 1.64. The firm has a 50-day simple moving average of $172.72 and a 200-day simple moving average of $173.16. Palantir Technologies Inc. has a 52 week low of $66.12 and a 52 week high of $207.52. Palantir Technologies (NASDAQ:PLTR - Get Free Report) last announced its earnings r...

Most people assume retirement savings build slowly but steadily over time. Work for decades, contribute a little each year, and eventually the balance looks respectable. The newest national data challenges that assumption in a big way. The median retirement savings for employed Americans ages 21 through 64 is just $955. That figure comes from the National Institute on Retirement Security's Retirement in America report for 2026, released this month using U.S. Census Bureau Survey of Income and Program Participation data reflecting balances as of December 2022. The number includes everyone who is working, including millions of people with nothing saved at all. Even when isolating workers who do have money in a defined-contribution account, the median balance reaches only $40,000. Workers closest to retirement age, between 55 and 64, report a median of roughly $30,000. Don't Miss: The AI Marketing Platform Backed by Insiders from Google, Meta, and Amazon — Invest at $0.85/Share Put professional stock research to work in a single ETF — explore Motley Fool Asset Management's factor-based funds. Access to Plans Still Determines Who Saves The report makes clear that the biggest difference between workers who save and workers who do not often comes down to access. Only 63% of workers have a retirement plan offered through their employer, and 62% participate. Nearly half of private-sector workers still have no workplace plan available, leaving many without an easy way to save consistently. The gaps widen across income and education levels. Workers in the lowest income group contribute about $580 per year on average, while higher earners contribute around $10,000. Workers with a bachelor's degree participate at far higher rates than those with a high school education or less. Hispanic workers face the largest access gap, while white and Asian workers show higher participation rates. Even for those who are saving, progress remains slow. Typical employee contributions fall betw...

格隆汇2月11日丨沪金涨0.71%，沪银涨5.95%，沪铜涨1.66%，沪铝涨近1%，沪镍涨2.04%，焦煤涨0.09%，原油涨1.68%。

In this article CBGA-FF CARL.B-DK HEIO-NL HEIA-NL AMZN Follow your favorite stocks CREATE FREE ACCOUNT An employee checks a Heineken beer bottle on a packaging conveyor at the Heineken NV brewery in Zoeterwoude, Netherlands. Jasper Juinen | Bloomberg | Getty Images Dutch brewer Heineken is planning to lay off up to up to 7% of its workforce, as it looks to boost efficiency through productivity savings from AI, following weak beer sales last year. The world's second-largest brewer reported lackluster earnings on Wednesday, with total beer volumes declining 2.4% over the course of 2025, while adjusted operating profit was up 4.4%. The company also said it plans to cut between 5,000 and 6,000 roles over the next two years and is targeting operating profit growth in the range of 2% to 6% this year. Heineken's shares were last seen up 3.4%, and the stock is up nearly 7% so far this year. Stock Chart Icon Stock chart icon Heineken shares year-to-date Outgoing CEO Dolf van den Brink told CNBC's "Squawk Box Europe" on Wednesday that the results were due to "challenging market circumstances," but performance was overall well-balanced. Heineken's outlook for 2026 comes in below the usual range but "is in line with buyside expectations and consistent with peer Carlsberg , and prudent in light of a new incoming," UBS analysts said in a note on Wednesday. Regarding the cuts, Van den Brink said: "Productivity has been a top priority in our evergreen strategy... we committed to 400 to 500 million euros ($476,000 to $600,000) of savings on an annual basis, and this is a first operationalization of that debt commitment." The job reductions will help the brewer to invest in growth and in its premium brands, he said. Van den Brink acknowledged that the cuts came "partly also due to AI, or let's say digitization." "That's a very big part of our EverGreen 2030 strategy, with around 3,000 roles moving to our business services, where technology digitization in general, and AI specifically...

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中芯國際擴產迎強勁需求，但折舊成本暴增恐侵蝕毛利率 | 科技新報 LINE TODAY

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Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. The “Toll Booth” Operator of the AI Energy Boom It owns critical nuclear energy infrastructure assets , positioning it at the heart of America’s next-generation power strategy. , positioning it at the heart of America’s next-generation power strategy. It’s one of the only global companies capable ...

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财联社2月11日讯（编辑 李响 实习生 张泽清） 昨日，交易数据显示，珠江人寿保险股份有限公司发行的多只债券，中债隐含评级均从BBB+被下调至BBB，涉及债券包括“19珠江人寿01”、“19珠江人寿02”、“19珠江人寿03”等。 公开资料显示，珠江人寿保险股份有限公司（以下简称"珠江人寿"）是由广东珠江投资控股集团有限公司、广州金融控股集团有限公司和广东粤财信托有限公司等7家股东共同投资的综合性寿险公司，成立于2012年9月，注册资本67亿元，经营范围包括人寿保险，健康保险，意外伤害保险和再保险。珠江人寿总部位于广东省广州市，是目前唯一的一家总部设在广州的全国性寿险公司。 股权结构来看，珠江人寿最大股东为广东珠江投资控股集团有限公司，持股比例为30.15%，其次为广东珠光集团有限公司和衡阳合创房地产开发有限公司，分别占比20%和18.96%。 存续债方面，企业预警通数据显示，珠江人寿共有3只存续债券，为“19珠江人寿01”、“19珠江人寿02”和“19珠江人寿03”，债券存量规模31.50亿元，票面利率均为7.25%，都将于2029年到期。 信息显示，2019年珠江人寿共进行了三次债券发行，分别在3月26日、6月21日和9月24日，分别发行了18亿元、8.5亿元和5亿元。这些债券的期限均为5+5年，初始发行利率为6.25%。按照协议，珠江人寿在首个五年期满时有权选择赎回这些债券。若不赎回，第二个五年的票面利率将上调100个基点。目前，这三期债券合计31.5亿元，珠江人寿均未选择赎回，导致当前票面利率高达7.25%。 据此前2024年3月8日财联社报道，就不赎回“19珠江人寿01”的原因，珠江人寿回应称，“根据公司经营战略规划，暂不赎回债券。” 彼时珠江人寿表示，公司流动性资产及储备充足，流动性风险较小，偿付能力风险可控。 财联社注意到，珠江人寿的偿付能力报告仅更新到2021年第四季度。报告显示，截至该季度末，珠江人寿的核心偿付能力充足率和综合偿付能力充足率分别为52.02%和104.04%，风险综合评级为C类，属于偿付能力不达标险企，当时已逼近监管红线。 财务数据方面，尽管珠江人寿自2022年起便未向外界披露详尽的财务报表，但在财务数据停止披露前的三年，珠江人寿的亏损呈现逐年扩大的趋势，净利润从2019年的-2130万元暴增至2021年的-4.08亿元，资产负债率...

*Other Operating Data Consensus Source: Bloomberg More on Shopify Inc Upgrading Shopify On Agentic Commerce Inflection Point (Earnings Preview) Shopify's Bear Case Is Fading As AI Commerce Accelerates (Rating Upgrade) Shopify: Expecting Choppier Trading Ahead, But Remains A Long-Term Buy Shopify soars after AI-boosted results, guides for +30% revenue growth Shopify Inc reports Q4 results

The majority of Hong Kong’s white-collar workers are embracing artificial intelligence in their daily work, but executives’ reluctance to use the technology risks slowing enterprise-wide adoption, according to a survey by McKinsey & Company. Nearly 70 per cent of white-collar workers in Hong Kong use AI, with more than 90 per cent engaging with the tools at least once a day, according to findings from the consulting firm’s local survey released on Wednesday. Most workers use AI for specific tasks, and fewer than 25 per cent use AI to execute an entire workflow, according to the survey. Advertisement The gap “really slows the enterprise adoption of AI, because ultimately employees need to see reinforcing behaviours from their leaders to change”, said Arthur Shek, managing partner of McKinsey & Company’s Hong Kong office. While personal AI usage in Hong Kong ranks among the highest globally, corporate adoption lags because of a lack of clear strategies, infrastructure and data processes, he added. Advertisement Shek said the complexity of transformation lies not only in the tools, but also in mindset, incentives and organisational design. “Oftentimes the effort involved in changing these factors is several times greater than the technology investment,” he said.

ICE lawyers in New York City earn more than $100,000 a year, enjoy generous benefits and post about rich social lives. Their work is vital to Trump’s deportation agenda One morning last June in an immigration courtroom in New York City, a lawyer named Estefani Rodriguez looked as if she was on the verge of a nervous breakdown. She was a prosecuting attorney for the Department of Homeland Security’s Immigration and Customs Enforcement agency (ICE). Her job was to present immigration judges with motions to kick non-citizens out of the United States – to switch on the deportation machine. Rodriguez is in her late 30s, with long hair and full cheeks. According to the website of the Dominican Bar Association, her parents are immigrants from the Dominican Republic. In online photos, she sports a wide smile. But on this day, as she covered one of some 60 immigration courtrooms housed in labyrinthine federal buildings in lower Manhattan, she seemed to churn with angst. Repeatedly she touched her hands to her mouth, then under her glasses, then back to her mouth, and then she rubbed and rubbed her eyes. Continue reading...

The US is preparing to co-host the 2026 World Cup while also deciding who is allowed to attend. For the Caribbean, that contradiction is familiar. In nearly a century of men’s World Cup football, only four Caribbean nations have ever qualified. This year, more finally will, but many of their supporters, especially Haitians, will be unable to travel to cheer them on, blocked by immigration rules that sit uneasily beside sport’s language of unity. It is a dissonance capturing a deeper truth: Caribbean athletes are welcome on the global stage but Caribbean people less so. View image in fullscreen Jamaica’s Shericka Jackson celebrates winning gold in the 200m at last year’s World Athletics Championships in Tokyo. Photograph: Kaz/Getty And it is this tension – between global celebration and structural exclusion – that reveals why sport in the Caribbean has been a most powerful, and persistently ignored, development strategy. For small island states in the Caribbean, with fragile economies, thin industrial bases and histories scarred by colonial extraction, sport has long served as development infrastructure: a pathway to scholarships, a ladder out of poverty, a source of global visibility and a generator of national confidence. This is development in practice. The UN and other institutions now speak of “sport for development”, linking to education, health, gender equality, social inclusion and peacebuilding. The problem is that development discourse treats sport as a nice-to-have. In the Caribbean, sport has been a primary instrument of survival and self-definition, especially where the state has struggled to provide opportunity. Take cricket, for example. The West Indies was not simply a team that won matches; it was a living rebuttal to the idea that the region was too small and divided to matter. At its peak, cricket became a regional language stitching together this fragmented archipelago into a united force with the shared goal of beating their colonisers. The resul...

Depending on country, region, household or restaurant, every cook makes tartare sauce in their own way. Inspired by Auguste Escoffier’s exceptionally simple tartare, I’ve given his recipe a zero-waste twist by using whole boiled eggs and swapping in pickle brine from a jar of gherkins or capers to replace the vinegar. Everything else is optional: tarragon, mustard, cayenne … add what you like or have in store. Traditionally, tartare sauce is delicious with fish and chips, calamari or in a chicken sandwich, but I also like it tossed through potato salad with tinned sardines and radicchio. It’s also great as a dip with crudites and on top of a steaming jacket potato. Boiled egg and gherkin brine tartare sauce My boiled egg tartare sauce uses whole eggs, blended with a little gherkin brine for acidity and flavour. I like to make mayonnaise with extra-virgin olive oil – though some find it a little bitter – I love the flavour. Avocado oil or a cold-pressed sunflower oil also work well. We enjoyed it tossed through a potato salad with tinned sardines, and bowl of radicchio. But traditionally, tartare sauce is delicious enjoyed with battered fish and chips, calamari or in a chicken sandwich. It’s also great served as a dip with crudites and on top of a steaming jacket potato. To boil the eggs, place them in a small pan covered with cold water. Place on a high heat and bring to the boil. Once boiling, cook for three minutes, then turn off the heat. Cover and leave for another three minutes. Refresh under cold water, then peel. If your mayonnaise splits while blending, don’t fret – decant the mixture from the blender, add a whole raw egg, then blend continuously while slowly drizzling the split mixture back into the egg until it emulsifies, adding more oil if necessary. Makes 350-400ml, to serve 10 3 hard-boiled eggs 1 tbsp pickled gherkin or caper brine, or white wine vinegar, apple cider vinegar or lemon juice 200ml cold-pressed oil (extra-virgin olive, avocado or sunflow...

Aashna Doshi, a software engineer at Google, is constantly monitoring her headspace. “This way I don’t burn myself out,” she said. “And I stay a lot more consistent with my podcast and content creation work.” On top of her day job in the tech giant’s security and artificial intelligence department, Doshi also publishes social media content about working in tech and her life in New York City, and records podcasts – sometimes all three in a day. She is part of a seismic generational shift: 57% of gen Z Americans have a side hustle, according to recent Harris Poll research, compared with 21% among boomers. Rather than throwing everything into a single career, many young adults are now spinning plates – using their main job as financial bedrock while directing their passion, and ambition, elsewhere. “In my side hustles I can finally offer myself an outlet to be creative and express myself without any constraints,” said Doshi, 23. “This is probably the biggest thing: I can represent myself as an individual with all these ambitions, skills and passion versus ‘Aashna is a software engineer at Google.’” “From watching our parents’ generation pour everything into work, as a generation, we realized we need to pursue something we love and feel fulfilled,” said Sen Ho, 25, who works in a stationery store and pulls together digital illustrations in his spare time. “If I wasn’t doing my side hustle, I would be very lost in life,” he added. “It is what keeps me going.” Most young professionals no longer see a 9-5 job as essential for achieving financial success, the Harris Poll survey found, turning instead to side hustles and investing. A new generation of US workers is prioritizing flexibility, freedom and purpose, which a traditional corporate job may not be able to offer, according to Mark Valentino, Citizens Bank’s president of business banking. “Gen Z is thinking in terms of what I call a ‘portfolio of careers’ – not just one path, but a bunch of different things that bring ...

Wedbush says hyperscalers are still in the “early innings” of an AI infrastructure boom, with $650 billion in 2026 capex set to reshape cloud economics and reward scale players despite near-term margin pressure. AI capex surge reframes the sell-off A sharp pullback in megacap tech has...

财联社2月11日讯（编辑 王蔚 实习生 梁泽丰） 银行理财发行近期环比减少。 财联社据普益标准数据统计，上周（2月2日至2月8日）全市场银行理财发行量环比减少，共新发633款理财产品，环比减少45款。 新发产品的业绩基准表现双双回落，开放式产品和封闭式产品环比均跌。 产品创新方面，近期，宁银理财旗下6只产品成功获配商业航天领域企业“电科蓝天”的科创板新股。华宝证券在分析中指出，理财公司逐步加大A股打新布局力度。 银行理财产品发行量减少，收益率承压 普益标准数据显示，上周全市场共新发理财产品633款，发行规模缩减。其中开放式产品有118款，平均业绩比较基准为1.79%，环比下跌0.05个百分点；封闭式产品新发515款，平均业绩比较基准为2.35%，环比下跌0.03个百分点。 存续产品方面，财联社据中国理财网数据统计，截至2月11日，全市场共有存续理财产品40898款。其中，固收类产品数量达到38047款，占比93.05%。 图：市场存续公募理财产品统计 （数据来源：中国理财网，财联社整理） 另据普益标准数据显示，截至上周末，理财公司存续开放式固收类理财产品（不含现管）近1个月年化收益率的平均水平为2.61%，环比下跌了0.68个百分点，相较于3.27%的成立以来年化收益水平，整体的收益压力依然存在。 图：全市场存续开放式固收类理财产品（不含现管）各类区间年化收益率走势 宁银理财掘金商业航天， 6只产品入围获配 2月10日，商业航天领域重要企业“电科蓝天”在科创板上市，首日收盘涨幅高达596%。在此次IPO中，宁银理财旗下6只产品成功入围获配。据统计，截至2026年2月，宁银理财累计直接参与45次新股申购，入围率高达91%，累计获配金额超过 1800 万元。 华宝证券分析指出，理财资金参与股票打新，正逐渐成为其获取超额收益、布局权益市场的重要方式。 自2025年1月证监会发布《关于推动中长期资金入市工作的实施方案》，明确银行理财与公募基金在政策上享有同等待遇以来，包括宁银理财、兴银理财、光大理财在内的多家理财公司逐步加大A股打新布局力度。 在行业选择上，上述机构多聚焦于硬科技领域，如国产GPU企业摩尔线程、沐曦股份等，体现出对“科技金融”政策导向的响应。重点配置硬科技领域新股，一方面源于该类企业在上市初期通常具备较好的价格表现与风险收益特征，另一方面也契合国家创新驱动发...

期市夜盘开盘，国内期货主力合约多数上涨。涨幅方面，沪银涨超5%，沪锡涨超3%，燃油、国际铜、沪镍涨超2%，原油、低硫燃油、沪铜、对二甲苯、不锈钢涨超1%。

Moderate Democrats looking for their party to take back control of the U.S. House in November are offering an alternative to the economic populism message peddled by their more liberal counterparts. A new blueprint from the center-left New Democrat Coalition , shared exclusively with CNBC, lays out a road map for addressing affordability — top on voters' minds — without splashy populist promises. "Buzzy sounds good in a sound bite, but you often end up with unintended consequences or unworkable solutions," New Democrat Coalition Chair Rep. Brad Schneider, D-Ill., said in an interview. "We're hearing people saying they are frustrated with the bombast, but also the hollow promises, and they want to see their government coming up with thoughtful solutions." Rep.-elect Sarah McBride, D-Del., and chief of staff Roddy Flynn, right, walk to the U.S. Capitol Rotunda where McBride put on her member pin on Friday morning, January 3, 2025, before being sworn in for the 119th Congress later in the day. Bill Clark | Cq-roll Call, Inc. | Getty Images The new plan underscores a tug-of-war within the Democratic Party over its economic message ahead of the pivotal November elections, which could return the party to power after President Donald Trump and his Republicans swept the 2024 elections. And with Trump's polling on the economy plummeting, picking a winning strategy could be the difference between making the president a lame duck and spending two more years in the political wilderness. The New Democrats argue Americans want a more moderate approach that bridges the gap between big business and the average voter. "I reject the idea that business is bad," said Rep. Chrissy Houlahan, D-Pa., one of the plan's authors. "This is a set of solutions, tangible, practical, doable solutions, and an answer to 'what are you going to do when you're in charge?'" Among the road map's proposals are lightening the federal permitting process for energy projects with the aim of lowering utility c...

In this article MCD Follow your favorite stocks CREATE FREE ACCOUNT A McDonald's logo is displayed on a sign outside their restaurant on Nov. 17, 2025 in San Diego, CA. Kevin Carter | Getty Images The restaurant sector has spent the past 18 months trying to figure out how to reach consumers in a hypercompetitive and uneven economy. McDonald's , which is set to report earnings after the bell Wednesday, has doubled down on value messaging to customers via Extra Value Meals and Snack Wraps, which will likely help to boost sales this quarter. But the focus on value has caused frustrations at times among parts of the chain's operator base. The company rolled out new franchise standards for McDonald's operators on Jan. 1, including assessing locations on how their prices deliver value. McDonald's said its owners are still able to set their own prices, but the standards nonetheless shape and define how franchisees — which operate 95% of McDonald's restaurants — run their stores. A cohort of operators is standing ground in their ability to independently set prices. The National Owners Association, an independent franchisee advocate group, adopted a Franchisee Bill of Rights in August and circulated it in an email to members last month as the standards took effect, according to a copy of the message viewed by CNBC. The last of the bill's rights is the "right to set prices without fear of recourse," which says, "Franchisees, as independent Owner/Operators, have the right to set menu prices for their restaurants based on their own business judgment and market conditions. This right exists irrespective of the pricing decisions of any national, regional, or local co-op or franchisor initiative. Franchisees must be free to manage their pricing strategy without fear of intimidation, or diminished support from McDonald's or its affiliated entities." It also lists the "right to renewal and transfer," giving owners the "absolute right to a fair and reasonable opportunity to renew fra...

The build-out of power-hungry data centers is coinciding with new roadblocks for solar and wind farms under the Trump administration, raising the risk of an electricity supply squeeze. In this episode of Bloomberg Intelligence’s ESG Currents podcast, senior climate analyst Andrew John Stevenson speaks with Simcore Partners’ Dan Lee about the path forward for renewables beyond this year’s subsidy sunset amid rising AI-driven power demand. They discuss project-delay risks and grid-congestion conce

In 2019, $500,000 was more than enough to buy a single-family home in much of the U.S. Today, that amount only covers the cost of a condo at best in some cities.

The fast-casual chain isn’t looking to compete with the likes of McDonald’s when it comes to bargain pricing

Medicare and Medicaid IT shift: why a federal agency picked Oracle's cloud Stock Titan

hapabapa/iStock Editorial via Getty Images Back in late 2022, Meta Platforms ( META ) seemed like it was almost completely written off by Wall Street. The company was criticized for its high-stakes overspending on the metaverse, and very few, if any, were able to understand its long-term vision. The stock experienced a huge downturn due to plunging advertisement revenue and an ever-declining number of users. Due to this, Meta was viewed as yesterday’s social media company rather than tomorrow’s AI platform. Fast forward to today, and it is clear that the market got it wrong. At $1.7 trillion in market cap, Meta is now one of the largest companies in the world, and it has firmly embedded itself in what are called the Magnificent Seven stocks. (I last wrote about it here .) Even more importantly, Meta is executing plans and pushing growth at a level that very few companies of its size are typically capable of achieving. META stats (Best Stocks Now Database) In 2004, Meta Platforms (META), then Facebook (FB), was founded at Harvard University in Cambridge, Massachusetts. The company has grown immensely since then and is now headquartered in the heart of Silicon Valley, Menlo Park, California. As it operates the world’s most valuable collection of social media platforms, including Facebook, Instagram, WhatsApp, Messenger, and Threads. Meta now serves more than 3.5 billion daily active users, giving it one of the widest economic moats in corporate history. As the digital advertising shown to these users continues to be the primary revenue driver for the company, accounting for roughly 99% of total revenue! However, the underlying engine powering their hugely successful advertisement business is changing, and it's changing fast! This is because Meta has done more than seek but is instead pushing to embed AI even deeper into its ecosystem. A little over two weeks ago, on January 27, both Meta Platforms and Corning ( GLW ) made an official announcement on a multi-year, "up ...

MikeMareen/iStock via Getty Images I mark a Strong Buy rating on Ondas Inc. ( ONDS ) stock as it has engineered a financial and operational singularity by securing over $1.5 billion in pro forma liquidity at a premium valuation ($16.45/share) . This liquidity is pre-funding Ondas’s evolution into a Tier-1 defense prime, and ONDS stock is currently trading ($9.69) at a large discount. My ONDS stock thesis depends on the Industrial Bridge arbitrage. The arbitrage is leveraging this massive capital advantage to acquire battle-hardened, TRL-7+ IP from Ukraine (Drone Fight Group) and Israel (Sentrycs, Roboteam) and immediately industrializing it through U.S. supply chains to tick the Department of War’s urgent attritable mass requirements. The main risk to my thesis is the Integration Cliff. The cliff is that the operational friction of merging five distinct tech stacks can compress gross margins below the 50% target/delay the Project Hives rollout. The Capital-Driven System of Systems Advantage The singular factor that is propelling Ondas Inc. (ONDS) toward a stable upward price motion is its transition to a multi-domain defense contractor, and more than that, its smart financial engineering of an industrial bridge that leads to an edge over the market through the commercialization of battle-proven asymmetric warfare technologies. Beyond the $170 million to $180 million revenue target for 2026, the value driver is the instrumentalization of Ondas’s pro forma cash balance of over $1.5 billion. This liquidity is triggered by the January 2026 $1 billion offering that backs Ondas to bypass the traditional multi-year research ‘valley of death’ that stifles advancements in the defense sector. In my stance, instead of developing unproven technologies, Ondas is utilizing its Ondas Capital arm to identify TRL-7+ technologies developed in high-intensity conflicts [like those from the Drone Fight Group (DFG) in Ukraine] and immediately industrializing them through U.S.-based NDAA-...