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-...

AndreyPopov/iStock via Getty Images When I last covered Credo Technology Group ( CRDO ), my stance was deliberately cautious, particularly given valuations that were pricing in a near-perfect growth trajectory. Fundamentally, even in August 2025 (when I wrote the earlier thesis), Credo was executing well and demand trends were strong. I had rated Credo a Hold, waiting for better entry points once a part of the growth assumptions were de-risked and, more importantly, valuations cooled. Since then, two important developments have happened. One, revenue growth has started to show signs of accelerating again, and margins have also improved, with the stock growing into its valuation. Near-term revenue guidance points to a step-jump in revenue and that being on track for levels in FY2027 that can further cool valuation concerns I had earlier. Already, valuations have cooled since August last year, although the share is now trading 15-20% higher. This shows how the execution has de-risked the business faster than the stock has rerated. Taken together, several bullish developments in Q2 FY2026 were already looking good for a rating upgrade. The recent preliminary Q3 FY2026 results confirm an even better base that supports fresh longs. Valuations Versus Execution In August, the forward EV to revenue ratio was ~22x. That has come down to ~18x now, including a post-Q2 earnings rally. This is territory close to what I reckoned as entry-worthy earlier, provided the business fundamentals remained intact. Data by YCharts For the current fiscal year, as per the latest management guidance, revenue is expected to be up by 200% YoY. That translates to an expected revenue of ~$1.3b for the fiscal year (~$437m revenue in FY2025). The implied EV to forward revenue therefore works out to be ~16.5x (lower than the chart above, which is yet to react to new guidance issued alongside preliminary Q3 results). If Q4 and FY2027 revenues grow by even a more moderate mid-single digit to lower sing...

takasuu/iStock via Getty Images By Michiel Tukker , Senior European Rates Strategist US rates take the lead as focus returns to jobs numbers US rates are leading again in global rate markets, and the focus is back on a cooling jobs market. The ADP numbers came in softer than hoped and retail sales for December stayed flat, suggesting the consumer is not helping growth. The more downbeat economic outlook flattened the back end of the curve, with 30Y UST yields some 7bp lower. On Wednesday, we have the delayed US payrolls data, which could again challenge market positioning. Government officials over the past few days have warned that one should expect lower jobs numbers going forward, adding to the shift in sentiment. A worsening US macro outlook does not, however, seem to faze equities and the S&P 500 keeps hugging record highs. Once again, we’re reminded of the K-shaped economy, whereby strong gains in AI are in stark contrast with the worsening picture for middle- and lower-income Americans. This time, EUR rates followed the bullish move in US Treasuries, which has taken the 10y Bund yield to the very low end of this year's range at 2.8%. But overall the correlation remains weak between the two markets. The eurozone is still facing an improving growth path with more fiscal stimulus ahead. Inflation is at target, but with some concerns about undershooting. Meanwhile, the US faces a cooling economy, but inflation is still on the hot side. These different narratives reduce the spillovers from the usual macro data releases. The spillovers from the US to euro rates are strongest when risk sentiment is involved, which still seems a tad fragile. Markets are turning more wary about the level of AI investments. Although having said that, so far the NASDAQ is also still close to this year’s record highs. If the macro picture keeps deteriorating, we might even have a situation where the Fed cuts more than anticipated, which could actually benefit tech stocks and keep the pos...

Hyperscalers, Neo Clouds, and Sovereign AI Enter a New Phase of Infrastructure Expansion REDWOOD CITY, Calif., Feb. 11, 2026 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, networks, and data center industries, the multi-year AI expansion cycle is projected to drive worldwide data center capex to $1.7 trillion by 2030. Hyperscale and neo cloud service providers, along with sovereign AI initiatives, are entering a new phase of infrastructure expansion. Dell'Oro Group Logo. (PRNewsFoto/Dell'Oro Group) "The Top 4 US hyperscale cloud service providers—Amazon, Google, Meta, and Microsoft—entered 2026 with strong momentum, raising combined data center capital expenditures to nearly $600 billion," said Baron Fung, Senior Research Director at Dell'Oro Group. "Despite increased scrutiny around AI infrastructure returns, hyperscalers continue to invest aggressively, supported by large cash reserves and a long-term focus on market share. This growth is being driven by the deployment of larger and more complex AI clusters, which are increasing demand for high-performance networking, storage, inference capacity, and advanced power and cooling infrastructure." "Beyond the Top 4 US hyperscale cloud service providers, AI model builders, neo cloud providers, and sovereign cloud initiatives are accelerating their own data center deployments. As a result, global data center capex is expected to approach $1 trillion in 2026, reaching a major industry milestone sooner than anticipated," Fung added. Additional highlights from the Data Center IT Capex 5-Year January 2026 Forecast Report: Accelerated servers for AI training and domain-specific workloads could account for approximately two-thirds of total data center infrastructure spending by 2030. While the Top 4 US hyperscalers are expected to represent about half of global data center capex by 2030, emerging AI model builders and neo cl...

Recent engagement with federal and provincial stakeholders has reinforced Meta's view that the Table Mountain project aligns well with Canada's critical minerals, industrial, and infrastructure priorities. The Company believes this alignment supports both its strategic direction and its evaluation of potential public-sector partnership and funding opportunities. HPQ Silica is a foundational industrial material essential to a wide range of end markets, including semiconductors, solar energy, advanced manufacturing, energy infrastructure, defence, and digital technologies. As governments and industry increasingly focus on supply-chain resiliency and allied sourcing, Meta believes projects capable of pairing defined resources with infrastructure access and local processing potential are well positioned within the evolving policy environment. Meta's strategy for Table Mountain is centered on an integrated development model that moves beyond traditional extractive mining. The Company is evaluating pathways that combine responsible upstream production with midstream processing and downstream manufacturing, supporting supply-chain security, industrial competitiveness, and long-term value creation within North America. "The engagement with Quad is intended to accelerate Meta's vertically integrated development strategy, focused on utilizing Table Mountain's supply of high-purity silica to form joint ventures for midstream processing and downstream manufacturing opportunities aligned with North American and allied critical minerals priorities. We are delighted that such an experienced group will work hand-in-hand with our Company to achieve our corporate objectives," said Yannis Tsitos, President of Meta Critical Minerals. Quad brings established experience working across solar, semiconductor, advanced manufacturing, and industrial materials ecosystems, as well as long-standing relationships within public-sector funding and industrial policy frameworks. Under the engagement,...

THIS NEWS RELEASE IS NOT FOR DISTRIBUTION IN THE UNITED STATES OR TO U.S. NEWS AGENCIES HONG KONG, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Century Global Commodities Corporation (“Century” or the “Company”) (TSX: CNT) is pleased to announce that it has filed its condensed consolidated interim financial statements for the third fiscal quarter ended December 31, 2025 and the related management discussion and analysis (“MD&A”). Copies of these documents are available under Century’s SEDAR+ profile at http://www.sedarplus.ca and will also be posted on Century’s website at www.centuryglobal.ca. As of December 31, 2025, the Company had unrestricted free cash, bank deposits and marketable securities totaling $2.3 million (March 31, 2025: $4.2 million) and a net working capital* of $5.2 million (March 31, 2025: $6.0 million), which is adequate to cover near-term ongoing administrative and basic mineral properties development expenses. As a resource exploration and development company, we continue to seek additional funding to complete development of our projects. ABOUT CENTURY Century Global Commodities Corporation (TSX:CNT) is primarily a resource exploration and development company with a large portfolio of multi-billion tonne iron ore projects in Canada, mostly discovered by its own exploration team. It has other non-ferrous metals properties under exploration as well as a well-established food distribution business (Century Food) in Hong Kong. The Joyce Lake Direct Shipping Iron Ore Project Joyce Lake, our most advanced project, is an open pit direct shipping iron ore project in Newfoundland and Labrador, close to the town of Schefferville, Québec which is serviced by a rail link directly to ocean shipping iron ore ports at Sept-Îles. The Project has completed an updated feasibility study in 2022 and is undergoing environmental assessment. Joyce Lake is held in a special purpose vehicle, Joyce Direct Iron Inc. (“JDI”), in which Century owns approximately 90%. Century Food Cen...

New directors add deep expertise in finance, retail, and AI to support Circana’s strategy and next phase of growth Chicago, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Circana LLC, a leading global provider of data, insights, and advisory services, today announced the appointment of three new members to its Board of Directors: Brian Cornell, Executive Chair of Target Corp.; Lauren Cooks Levitan, Co-Founder and Co-CEO of ROOT and Lead Independent Director at e.l.f. Beauty, Inc.; and Rohit Prasad, former Senior Vice President and Head Scientist of Artificial General Intelligence at Amazon.com, Inc. “These appointments strengthen the Board’s ability to guide Circana’s strategy and accelerate the value we deliver to our global clients,” said Stuart Aitken, President and CEO of Circana. “We are focused on advancing smart, connected solutions that help businesses make faster, better decisions in a rapidly changing marketplace. Each of these individuals brings complementary strengths — retail and consumer expertise, financial leadership, and deep AI innovation — that will sharpen our execution and support our next chapter of growth.” Blake Kleinman, Chairman of the Board of Circana, added, “The addition of Brian, Lauren and Rohit brings invaluable expertise to Circana’s Board. Their leadership will help us scale with purpose and elevate the impact we deliver to our clients and across the industries we serve.” New Board Members Brian Cornell, Executive Chair of Target Corp. (NYSE: TGT) Cornell is a widely respected retail and consumer products leader who has held senior leadership roles at Target Corp., PepsiCo, Inc., and Michaels Stores, Inc. His experience leading global brands and retailers through complex consumer and market shifts will add valuable perspective as Circana continues to support clients navigating an evolving retail and consumer landscape. “Circana plays an important role in helping retailers and brands stay ahead of rapid change,” said Cornell. “I’m excited to join...

SAN FRANCISCO, February 11, 2026--(BUSINESS WIRE)--Bastille Networks, Inc., a leading provider of enterprise wireless airspace cybersecurity solutions, today announced a collaboration with Oracle to deploy its wireless monitoring technology across Oracle’s global network of AI data centers. This enables 24x7 real-time identification, detection, and monitoring of wireless activity in data centers hosting the world’s most advanced AI technologies. "We have worked with Oracle for years, and their approach to protecting their clients’ intellectual property from wireless threats has consistently set high standards in the hyperscale industry," said Chris Risley, CEO of Bastille. "Bastille’s experience in protecting information for the Intelligence Community and Department of Defense has prepared us for this new AI era. As AI data centers become critical infrastructure, the risk of attacks continues to grow. By working with Bastille, Oracle adds an extra layer of protection beyond traditional perimeter security." "Oracle is committed to maintaining the highest security standards for its cloud infrastructure," said Mahesh Thiagarajan, executive vice president, Oracle Cloud Infrastructure. "Our work with Bastille reflects our ongoing focus on delivering secure environments where our customers’ most valuable data and workloads are protected." This collaboration highlights the importance of comprehensive security strategies, including wireless protection, as organizations expand their AI operations worldwide. About Bastille Networks, Inc. Bastille is the leader in Enterprise Wireless Airspace Cybersecurity through software-defined radio. By enabling enterprises to assess and mitigate risks associated with cellular, RF, and wireless threats, Bastille delivers security solutions that provide real-time monitoring and actionable insights to protect sensitive data and critical infrastructure. The Bastille system deploys RF sensors around AI data centers that detect and locate every...

OCI to bolster federal health agency's mission critical systems AUSTIN, Texas, Feb. 11, 2026 /PRNewswire/ -- The Centers for Medicare & Medicaid Services (CMS) has selected Oracle Cloud Infrastructure (OCI) to consolidate and migrate select on-premises workloads to the cloud. OCI will support CMS' modernization efforts by providing secure, scalable cloud infrastructure for the agency's mission-critical systems. By migrating to OCI, CMS will leverage Oracle's FedRAMP® High-authorized infrastructure to meet the most stringent federal security and compliance requirements, along with cloud capabilities designed to support the performance and scalability needs of large federal systems. "CMS' programs are vital to the wellbeing of many Americans, a responsibility that demands uncompromising security, reliability, and fiscal stewardship," said Kim Lynch, executive vice president, Government, Intelligence and Defense, Oracle. "At Oracle, we win when America wins, and we're committed to helping federal agencies do more for the Americans they serve." Oracle Cloud Infrastructure provides the following capabilities that can support CMS' cloud modernization efforts by delivering: Mission-critical security and compliance: OCI delivers ongoing security and compliance through its FedRAMP® High authorization and advanced security architecture. Enhanced performance and scalability: OCI's high-performance capabilities are designed to support dynamic scaling, workload optimization, and reliable system performance. Improved cost efficiency: OCI will support system consolidation, improved resource utilization, and operational efficiency for cost savings. Accelerated innovation with analytics and AI: OCI offers integrated analytics and AI capabilities that can support data-driven insights and automation initiatives. Comprehensive migration support: To support cloud transition efforts, Oracle provides expert migration planning, technical support, and ongoing guidance. This deployment adds ...

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 ...

OPEC+ oil production declined sharply last month amid losses in Kazakhstan, Venezuela and Iran, the group said. The 22 nations of the alliance produced an average of 42.448 million barrels a day in January, or 439,000 a day less than the previous month, according to a copy of the group’s monthly report obtained by Bloomberg. Kazakhstan accounted for more than half of the drop. While the report didn’t give a reason for the overall decline, Kazakhstan’s production fell as it suspended operations at the Tengiz oil field , the country’s largest. The Chevron-led venture started to restore output there at the end of last month. Separately, Venezuelan oil exports were disrupted by a US blockade during the ousting of former President Nicolas Maduro, while Iran continues to face American sanctions. Saudi Arabia and several other key nations held steady in January as the Organization of the Petroleum Exporting Countries and its allies began a three-month freeze to offset a seasonal lull in consumption. They’ll meet online on March 1 to review production levels for April and beyond. OPEC kept forecasts for global oil supply and demand unchanged for this year and next, according to the report.

玄幻、科幻、末世、脑洞……AI漫剧，指的是利用AI技术将网文、漫画快速生成为1分钟至3分钟的动态视频。时下，其正在接替短剧，成为又一个风口。 “我老公最近很爱看AI漫剧，通常就是一边打着小游戏，一边看着漫剧。”来自辽宁的肖璎（化名）分享道，她不理解伴侣的这种行为，但表示尊重。 “ 真人短剧看腻了，AI漫剧、AI拟人剧打开了我的新世界。 ”来自江苏的小瑜（化名）在社交平台上直呼，AI生成的效果符合她的想象。 巨量引擎数据显示，2025年8月份，抖音上漫剧每天仅自然流量带来的付费就超1000万元，商业化投流峰值更是冲到每天400万元，而在2024年下半年，这个数据只有每天1万元。再看快手可灵的数据，2025年第三季度，AI漫剧行业日流水较2024年第四季度增长900%，月产漫剧集数增加567%。 业内将2025年定义为漫剧元年，然而，历经一年的尝鲜和实践后，那些进入这个赛道的人怎么样了？ AI漫剧真的有这般“钱景”吗？ 中小玩家跑步进场 “如果你再不关注AI漫剧，过年上来就晚了。”影视行业资深从业者哲林曾涉足短剧、中剧、电影等多个赛道，累计参与制作200多部作品，他在电话里开门见山。 2025年第四季度，哲林发现在同行的微信群里，以及在社交平台上的信息浏览中，他看到“哪怕是不懂这个行业的人”，都在谈论漫剧方面的租场地、搞装修、进场布局等消息。考察了近4个月后，2026年1月，哲林前往安徽筹备一个700多平方米的小型AI漫剧制作基地。 “ 目前这个风口还能挣到钱，而且能挣不少。 ”谈及转型AI漫剧的原因，哲林直言不讳。除了谋生方面的原因，他认为AI是未来漫剧的主要产能之一，影视行业从业者不得不面临这场技术革新。 2024年，文生视频大模型Sora正式发布，彼时国内视频大模型亦在爆发。看到AI生成的视频开始有了连贯性，河南三知堂文化传播有限公司的创始人旭哲觉得机会来了。于是，他便拉着懂算法、懂剪辑的朋友凑成了现在的团队。 站在2026年初回看，旭哲用“一日千里”来形容这个领域的发展速度。“痛并快乐着，累但觉得有奔头。”他如是说。 成本还在降 剧本却难求 一部AI漫剧从无到有，再到上线播出，目前行业内已经形成了一套标准化的流水线。前期策划上，从业人员需要完成剧本创作、分镜脚本拆解、视觉定调与资产库建立；在中期制作阶段，需要完成关键帧生成、视频动态化、声音制作等内容；后期合成与...

Algo Grande Copper ( ALGR:CA ) is conducting a non-brokered private placement of up to 7.69M shares at $0.65/share. The offering is expected to raise gross proceeds of up to $5M. Net proceeds will fund exploration at the Adelita Project, including a Phase II drill program, and provide working capital. Phase I drilling at Cerro Grande intersected multiple stacked Cu-Au-Ag skarn horizons, including previously unidentified zones. The upcoming drill program will target expansion at Cerro Grande and test additional skarn targets along a 6-kilometre limestone corridor. More on Algo Grande Copper Corp. Kenadyr Metals appoints new CEO ahead of Adelita copper project acquisition Seeking Alpha’s Quant Rating on Algo Grande Copper Corp. Financial information for Algo Grande Copper Corp.

据媒体报道， 美国总统特朗普据称正私下通过询问顾问的方式，评估退出《美墨加协定》的可能性。 这一消息为美国与加拿大、墨西哥之间正处于关键阶段的重新谈判注入了巨大的不确定性，令这一覆盖约2万亿美元贸易和服务的协定前景蒙上阴影。 据 央视新闻 报道，2025年12月3日，美国总统特朗普表示，要么美墨加协定到期失效，要么与墨西哥和加拿大另外达成新协议。此外，特朗普还表示，墨西哥和加拿大一直在占美国便宜，而关税为美国带来财富。 知情人士向媒体透露，特朗普已向助手询问为何不应退出该协定，尽管他尚未明确发出退出的直接信号。白宫官员对此回应称，特朗普是最终决策者，始终致力于为美国人民争取更好的交易，有关潜在行动的讨论在总统正式宣布前纯属猜测。与此同时，美国贸易代表Jamieson Greer办公室的官员表示，仅仅批准2019年的条款并不符合国家利益，政府打算保留特朗普的所有选项以解决既定问题。 目前的谈判形势呈现分化态势。Jamieson Greer在接受采访时指出， 谈判将分别以双边形式进行，并形容墨西哥方面目前“相当务实”，而与加拿大的对话则“更具挑战性”。这表明在7月1日这一强制性审查期限临近之际，三国间的贸易关系正变得日益复杂。 任何退出协定的举动都将动摇全球最大贸易关系之一的根基，即使是退出的威胁也足以令投资者和世界各国领导人感到不安。若该协定破裂，不仅将导致关税壁垒重新竖起，加剧通胀压力，还可能逆转北美三十年来整合供应链的努力，进而对即将到来的中期选举产生经济层面的连锁反应，使共和党面临更严峻的挑战。受该消息影响，油价日内涨超2%。 审查期限临近与双边博弈 《美墨加协定》正面临定于7月1日进行的强制性审查，这一过程原本被视为例行公事，现已演变为一场充满争议的谈判。 如果三国同意续签，该协定将继续有效16年；若无法达成一致，将触发为期十年的年度审查机制，直至2036年到期。任何国家均可提前六个月通知退出。 Jamieson Greer办公室的官员表示，如果能达成包含行业利益相关者意见的解决方案，Greer将建议续签协定。潜在的关注领域包括加强关键工业产品的原产地规则、深化关键矿产合作、加强工人保护以及反倾销措施。 特朗普已要求渥太华和墨西哥城在贸易之外做出更多让步，施压解决包括移民、毒品贩运和国防在内的非相关问题。特朗普曾公开表示希望看到加拿大和墨西哥发展良好，但也直言...

格隆汇2月11日｜美、布两油均涨超2%，现报65.48美元/桶和69.91美元/桶。

核心要点 卡夫亨氏宣布暂停此前的公司分拆计划。 CEO 史蒂夫・卡希莱恩在声明中表示，公司诸多问题 “可以解决，且在我们掌控范围内”。 卡夫亨氏还计划投资 6 亿美元，推动美国业务转型。 卡夫亨氏周三宣布， 暂停推进此前公布的公司分拆计划 。 今年 1 月刚上任的 CEO 史蒂夫・卡希莱恩在一份声明中表示，公司面临的诸多问题 “可以解决，且在我们的掌控范围内”。 “我的首要任务是让业务重回盈利增长轨道，这需要确保所有资源都全力聚焦于执行运营计划。” 他表示，“因此我们认为， 暂停分拆相关工作是审慎之举 ，今年也将不再承担由此带来的协同效应损失。” 该公司股价在盘前交易中下跌约 7%。 卡夫亨氏还计划 投资 6 亿美元 ，推动美国业务转型。据卡希莱恩介绍，这笔资金将用于营销、销售、研发，同时投向 “产品升级与选择性定价”。 2025 年 9 月，公司曾宣布分拆计划，相当于 逆转了十年前那笔 460 亿美元的重磅合并 —— 当年的交易打造出全球最大食品企业之一。 尽管投资者最初对那次合并表示欢迎，但随着合并后公司在美国的销售额下滑，加之对奥斯卡・迈耶、麦斯威尔等多个经典品牌进行资产减记，其光环逐渐褪去。至少六年来，卡夫亨氏一直处于转型状态，试图重振美国业务。 促成当年合并的沃伦・巴菲特曾对分拆决定表示失望。此后，伯克希尔・哈撒韦已正式启动逐步减持其持有的 28% 卡夫亨氏股份的流程。 2024 年 12 月，卡夫亨氏宣布聘用卡希莱恩出任 CEO。他此前曾带领 家乐氏 完成分拆，并执掌分拆后的凯洛诺瓦，直至该公司被玛氏收购。 周三的公告与卡夫亨氏季度财报一同发布。公司盈利超出华尔街预期，但营收未达分析师目标。 责任编辑：郭明煜

格隆汇2月11日｜巴西央行行长Galipolo：与巴西总统卢拉和巴西财长Haddad关系极佳。应就货币政策问题向央行求助，而非委员会成员。巴西央行的任命由巴西总统卢拉做出。

格隆汇2月11日｜摩根士丹利将可口可乐的目标价从81美元上调至87美元，维持“增持”评级。(格隆汇)

Virtus Investment Partners ( VRTS ) reported preliminary assets under management of $158.4B and other fee-earning assets of $1.8B for total client assets of $160.2B as of January 31, 2026. The -0.65% change in AUM from December 31, 2025, reflects net outflows in retail separate accounts, institutional accounts, and U.S. retail funds, partially offset by market performance and positive net flows in exchange-traded funds. By product type, open-end funds had $53.4B in AUM, closed-end funds held $10.9B, retail separate accounts totaled $41.5B, and institutional accounts stood at $52.5B. By asset class, equities accounted for $80.7B, fixed income for $39.9B, multi-asset strategies for $21.9B, and alternatives for $15.7B. More on Virtus Investment Virtus Investment Partners, Inc. (VRTS) Q4 2025 Earnings Call Transcript Virtus Investment Partners, Inc. 2025 Q4 - Results - Earnings Call Presentation Virtus Investment Partners, Inc. (VRTS) Shareholder/Analyst Call Transcript Virtus targets growth in private markets and ETFs as net outflows reach $8.1B Top 10 small-cap stocks with highest dividend safety grade

Palantir Technologies (NASDAQ:PLTR - Get Free Report) was upgraded by research analysts at Argus to a "hold" rating in a research note issued on Monday,Zacks.com reports. Get Palantir Technologies alerts: Sign Up Several other brokerages have also issued reports on PLTR. Weiss Ratings lowered Palantir Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Thursday, January 15th. CICC Research boosted their price target on shares of Palantir Technologies from $128.00 to $150.00 and gave the company a "neutral" rating in a research report on Wednesday, November 12th. Phillip Securities initiated coverage on shares of Palantir Technologies in a research report on Thursday, January 22nd. They issued a "buy" rating and a $208.00 price objective on the stock. Raymond James Financial restated a "market perform" rating on shares of Palantir Technologies in a research report on Tuesday, November 4th. Finally, Mizuho set a $195.00 target price on shares of Palantir Technologies in a report on Tuesday, February 3rd. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Hold" and an average target price of $191.05. Read Our Latest Report on Palantir Technologies Palantir Technologies Stock Down 2.4% Shares of NASDAQ PLTR opened at $139.45 on Monday. The firm has a market cap of $332.37 billion, a PE ratio of 221.35, a P/E/G ratio of 2.74 and a beta of 1.64. Palantir Technologies has a 12-month low of $66.12 and a 12-month high of $207.52. The company's fifty day simple moving average is $172.72 and its 200 day simple moving average is $173.16. Palantir Technologies (NASDAQ:PLTR - Get Free Report) last announced its quarterly earnings results on Monday, February 2nd. The company reported $0.25 earnings per share (EPS) for the quarter, topping the cons...

Palantir Technologies (NASDAQ:PLTR - Get Free Report) was upgraded by investment analysts at Daiwa America from a "hold" rating to a "strong-buy" rating in a note issued to investors on Tuesday,Zacks.com reports. Get Palantir Technologies alerts: Sign Up Other analysts have also recently issued reports about the stock. Jefferies Financial Group set a $208.00 price target on shares of Palantir Technologies in a report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft reissued a "hold" rating and issued a $200.00 target price on shares of Palantir Technologies in a research report on Tuesday, February 3rd. Weiss Ratings cut shares of Palantir Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Thursday, January 15th. HSBC upgraded Palantir Technologies from a "hold" rating to a "buy" rating and set a $205.00 price target for the company in a research note on Tuesday, February 3rd. Finally, Cantor Fitzgerald reissued a "neutral" rating on shares of Palantir Technologies in a report on Tuesday, February 3rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, Palantir Technologies presently has an average rating of "Hold" and a consensus target price of $191.05. Get Our Latest Stock Report on PLTR Palantir Technologies Stock Performance Shares of PLTR opened at $139.45 on Tuesday. Palantir Technologies has a one year low of $66.12 and a one year high of $207.52. The stock has a 50-day moving average price of $172.72 and a 200 day moving average price of $173.16. The company 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. Palantir Technologies (NASDAQ:PLTR - Get Free Report) last posted its quarterly earnings data on Monday, February 2nd. The company reported $0.25 earnings per share (EPS) for...

Image source: The Motley Fool. Feb. 10, 2026, 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Francis Dufay Executive Vice President, Finance and Administration — Antoine Maillet-Mezeray TAKEAWAYS Physical Goods GMV -- $280 million, up 38% year over year adjusted for perimeter effects, driven by increased demand and improved execution. -- $280 million, up 38% year over year adjusted for perimeter effects, driven by increased demand and improved execution. Physical Goods Orders -- Grew 32% year over year, with geographic expansion, enhanced assortment, and sustained demand as primary contributors. -- Grew 32% year over year, with geographic expansion, enhanced assortment, and sustained demand as primary contributors. Quarterly Active Customers -- Increased 26% year over year on a perimeter-adjusted basis, indicating acquisition and retention progress. -- Increased 26% year over year on a perimeter-adjusted basis, indicating acquisition and retention progress. Repeat Purchase Rate -- 46% of new fiscal Q3 2025 customers made a repeat purchase within 90 days, versus 42% in fiscal Q3 2024 (period ended Sept. 30, 2024). -- 46% of new fiscal Q3 2025 customers made a repeat purchase within 90 days, versus 42% in fiscal Q3 2024 (period ended Sept. 30, 2024). Revenue -- $61.4 million, representing 34% year-over-year growth and reflecting higher usage and improved monetization. -- $61.4 million, representing 34% year-over-year growth and reflecting higher usage and improved monetization. Gross Profit -- $34.2 million, up 43% year over year, with gross profit margin at 12.2% of GMV compared to 11.6% in the prior year quarter. -- $34.2 million, up 43% year over year, with gross profit margin at 12.2% of GMV compared to 11.6% in the prior year quarter. Fulfillment Cost per Order -- $1.97, reduced by 12% year over year, due to productivity and scale efficiencies. -- $1.97, reduced by 12% year over year, due to productivity and scale efficiencies. Adjusted EBITDA Loss -- N...

格隆汇2月11日｜安世半导体表示尽管面临艰难处境，公司核心业务依然保持稳健。

TLDRs; Nvidia stock dips slightly as US imposes stricter licensing for AI chip exports to China. New rules require detailed certification to prevent diversion of H200 chips to military use. Analysts warn US restrictions may not fully limit China’s AI chip growth in 2026. Supply-chain constraints and memory shortages could complicate Nvidia’s compliance with US rules. 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Shares of Nvidia (NVDA) edged lower on Wednesday as investors digested new guidance from the US Commerce Department on AI chip exports to China. Secretary Howard Lutnick confirmed that Nvidia must strictly adhere to licensing terms for its advanced AI chips, including the H200, under a framework coordinated with the State Department. The tighter oversight follows a trade truce between the US and China last October, which temporarily delayed some export restrictions. Despite the delay, Nvidia has yet to agree to all proposed conditions, such as “know-your-customer” protocols designed to prevent its chips from being used for military purposes. Lutnick deferred questions on China’s compliance to presidential authority, underscoring the complex geopolitics surrounding the deal. Investors reacted cautiously, sending Nvidia shares slightly lower in midday trading, reflecting concerns about potential hurdles in its China sales channel. Case-by-Case Export Reviews Introduced The new policy transforms US export controls from a blanket “presumption of denial” into a more flexible, case-by-case licensing system. Under these rules, Nvidia is required to submit detailed certifications to qualify for exports. NVIDIA Corporation, NVDA The company must show that the total processing performance (TPP) of chips shipped to China or Macau does not exceed 50% of equivalent shipments to US customers. It also must ensure that these exports do not disrup...

Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “U.S. Large Cap Growth Strategy.” A copy of the letter can be downloaded here. In Q4 2025, the Portfolio returned 0.3% (Gross) and 0.2% (Net) compared to 1.1% return for the Russell 1000 Growth Index and 2.7% gain for the S&P 500 Index. Rising volatility, coupled with broadening market leadership, improved the portfolio’s relative performance in the second half of the quarter. In 2025, the Portfolio faced its most challenging years since the firm's inception in 2003. After a challenging year, the firm is encouraged by the robust growth potential in its portfolio and its historically attractive relative valuation. Progressing further, the portfolio is well-positioned to gain from a shift away from high momentum dynamics in U.S. markets and a broadening of market leadership. Please review the Strategy’s top five holdings to gain insights into their key selections for 2025. In its fourth-quarter 2025 investor letter, SGA U.S. Large Cap Growth Strategy highlighted stocks like Broadcom Inc. (NASDAQ:AVGO). The strategy established a position in Broadcom Inc. (NASDAQ:AVGO), a leading semiconductor and infrastructure software solutions company, during the quarter. On February 10, 2026, Broadcom Inc. (NASDAQ:AVGO) stock closed at $340.44 per share. One-month return of Broadcom Inc. (NASDAQ:AVGO) was 0.16%, and its shares are up 44.04% over the past twelve months. Broadcom Inc. (NASDAQ:AVGO) has a market capitalization of $1.614 trillion. SGA U.S. Large Cap Growth Strategy stated the following regarding Broadcom Inc. (NASDAQ:AVGO) in its fourth quarter 2025 investor letter:

Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “U.S. Large Cap Growth Strategy.” A copy of the letter can be downloaded here. In Q4 2025, the Portfolio returned 0.3% (Gross) and 0.2% (Net) compared to 1.1% return for the Russell 1000 Growth Index and 2.7% gain for the S&P 500 Index. Rising volatility, coupled with broadening market leadership, improved the portfolio’s relative performance in the second half of the quarter. In 2025, the Portfolio faced its most challenging years since the firm's inception in 2003. After a challenging year, the firm is encouraged by the robust growth potential in its portfolio and its historically attractive relative valuation. Progressing further, the portfolio is well-positioned to gain from a shift away from high momentum dynamics in U.S. markets and a broadening of market leadership. Please review the Strategy’s top five holdings to gain insights into their key selections for 2025. In its fourth-quarter 2025 investor letter, SGA U.S. Large Cap Growth Strategy highlighted stocks like Broadcom Inc. (NASDAQ:AVGO). The strategy established a position in Broadcom Inc. (NASDAQ:AVGO), a leading semiconductor and infrastructure software solutions company, during the quarter. On February 10, 2026, Broadcom Inc. (NASDAQ:AVGO) stock closed at $340.44 per share. One-month return of Broadcom Inc. (NASDAQ:AVGO) was 0.16%, and its shares are up 44.04% over the past twelve months. Broadcom Inc. (NASDAQ:AVGO) has a market capitalization of $1.614 trillion. SGA U.S. Large Cap Growth Strategy stated the following regarding Broadcom Inc. (NASDAQ:AVGO) in its fourth quarter 2025 investor letter:

Key Points Broadcom's revenue rose 28% year over year in its most recent quarter. The company has major deals with Anthropic and Alphabet. Management expects its AI chip revenue growth to accelerate this year. 10 stocks we like better than Broadcom › If you put a group of people in a room and ask a question, you'll rarely get the same answer from everybody. And that holds true if you're asking about stocks as well -- particularly when you're seeking the views of the highly trained stock analysts who provide expert analysis about publicly traded companies. But there's one artificial intelligence (AI) stock that breaks the mold: Wall Street's experts are overwhelmingly positive on Broadcom (NASDAQ: AVGO). 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 » About Broadcom stock Broadcom is one of the leading makers of AI chips worldwide. True, it doesn't get as much publicity as Nvidia, which became the market leader in the data center parallel processor business with its powerful graphics processing units (GPUs). But Broadcom is charting a different course through that market, making it a compelling investment. Broadcom designs custom chips called application-specific integrated circuits (ASICs). It works directly with its hyperscaler clients to design ASICs to be precisely suited to the workloads they are expected to handle. While this makes them less flexible than Nvidia general-purpose GPUs, it makes Broadcom's chips more affordable to buy and more efficient to operate. Now, here's where it gets interesting. Broadcom has worked with Alphabet to help it create its Tensor Processing Units (TPUs), which it is using as an alternative to Nvidia's GPUs. They have been working together since 2016 to develop TPUs that are suitable for training and running AI programs. That partnership is going to continue. Alphabet announced that it plans to spend about $18...

luza studios Astera Labs ( ALAB ) was in focus on Wednesday as Wall Street analysts debated the company's latest financial results and guidance and its deal with Amazon ( AMZN ). Shares fell 12% in premarket trading. J.P. Morgan analyst Harlan Sur said the results in the most recent quarter were “strong,” citing the continued ramp of Astera's Scorpio “P” series, its PCIe Gen 6 retimers, and the networking connectivity Taurus product line. And while its guidance was stronger-than-expected, there were some concerns, including a potential decline in future gross margins, due in part to Amazon getting a warrant in the company, an “unfavorable” SKU mix, and a higher mix of hardware sales. “Higher shipments to Amazon will negatively impact the margin profile due to contra-revenue recognition (warrants); however, we expect this impact to diminish over time as the team continues to diversify its customer mix,” Sur wrote in a note to clients. “Operating expenses are set to increase materially in the March quarter due to recent acquisitions and accelerated R&D spending. While revenues are trending higher, earnings growth is dampened by margin compression and higher operating expenses. We believe it is prudent for the team to prioritize revenue growth, given the strong demand profile they are seeing. Overall, we believe Astera’s robust and expanding new product pipeline will continue to set a high bar for competitors, reinforcing our confidence that it will maintain over 80% PCIe retimer market share and drive strong share in the PCIe/fabric XPU switching, networking connectivity, and memory controller markets over the long term.” Sur kept his Overweight rating on Astera, but lowered his price target to $205 from $215. Morgan Stanley analyst Joseph Moore had a similar take, noting that the company's “strong” topline growth is being offset by its aggressive expansion plans. “We have viewed 1H26 as a transitional phase, with the importance of the Scorpio X ramp with Amazon's Tra...

luza studios Astera Labs ( ALAB ) was in focus on Wednesday as Wall Street analysts debated the company's latest financial results and guidance and its deal with Amazon ( AMZN ). Shares fell 12% in premarket trading. J.P. Morgan analyst Harlan Sur said the results in the most recent quarter were “strong,” citing the continued ramp of Astera's Scorpio “P” series, its PCIe Gen 6 retimers, and the networking connectivity Taurus product line. And while its guidance was stronger-than-expected, there were some concerns, including a potential decline in future gross margins, due in part to Amazon getting a warrant in the company, an “unfavorable” SKU mix, and a higher mix of hardware sales. “Higher shipments to Amazon will negatively impact the margin profile due to contra-revenue recognition (warrants); however, we expect this impact to diminish over time as the team continues to diversify its customer mix,” Sur wrote in a note to clients. “Operating expenses are set to increase materially in the March quarter due to recent acquisitions and accelerated R&D spending. While revenues are trending higher, earnings growth is dampened by margin compression and higher operating expenses. We believe it is prudent for the team to prioritize revenue growth, given the strong demand profile they are seeing. Overall, we believe Astera’s robust and expanding new product pipeline will continue to set a high bar for competitors, reinforcing our confidence that it will maintain over 80% PCIe retimer market share and drive strong share in the PCIe/fabric XPU switching, networking connectivity, and memory controller markets over the long term.” Sur kept his Overweight rating on Astera, but lowered his price target to $205 from $215. Morgan Stanley analyst Joseph Moore had a similar take, noting that the company's “strong” topline growth is being offset by its aggressive expansion plans. “We have viewed 1H26 as a transitional phase, with the importance of the Scorpio X ramp with Amazon's Tra...

Cre8 Enterprise ( CRE ) approved a 1-for-12 reverse stock split of its issued and unissued shares on January 15, 2026. The split will take effect on February 13, 2026. The reverse split will reduce outstanding Class A shares from about 19.67M to ~1.64M. N The reverse split aims to raise the share price to meet Nasdaq’s $1.00 minimum bid requirement, with a compliance deadline of April 1, 2026. More on Cre8 Enterprise Limited Seeking Alpha’s Quant Rating on Cre8 Enterprise Limited Financial information for Cre8 Enterprise Limited