Amazon (NASDAQ:AMZN) , global e-commerce and cloud computing services provider, closed Thursday at $199.6, down 2.20%. The stock moved lower as investors continued reacting to Amazon’s aggressive artificial intelligence-driven capital spending and recent analyst target cuts while weighing AWS growth and long-term AI returns. Trading volume reached 78.6 million shares, coming in about 70% above compared with its three-month average of 46.3 million shares. Amazon IPO'd in 1997 and has grown 203,746% since going public. S&P 500 (SNPINDEX:^GSPC) fell 1.57% to 6,833, while the Nasdaq Composite (NASDAQINDEX:^IXIC) lost 2.03% to finish at 22,597. Within e-commerce and cloud computing, industry peers were mixed, as Alibaba Group (NYSE:BABA) closed at $158.73 (-3.40%) while Walmart (NASDAQ:WMT) finished at $133.64 (+3.78%). AI capital spending concerns continued to ripple through the stock market today. That led Daiwa Securities Group to cut its Amazon stock price target from $300 to $280 citing execution risk from the company’s $200 billion AI infrastructure spending plans. Continue reading

Air Lease press release ( AL ): Q4 GAAP EPS of $1.51 beats by $0.24 . Revenue of $820.4M (+15.1% Y/Y) misses by $4.07M . More on Air Lease Air Lease delivers 1st Boeing 737-8 to Air Canada under 2023 deal Air Lease ends 2025 with 535 aircraft, including managed fleet and strong order book Seeking Alpha’s Quant Rating on Air Lease Historical earnings data for Air Lease Dividend scorecard for Air Lease

Taiwan Semiconductor Options Spot-On: On February 12th, 184.72K Contracts Were Traded, With 1.5 Million Open Interest 富途牛牛

Advanced Micro Devices Options Spot-On: On February 12th, 732.15K Contracts Were Traded, With 3.45 Million Open Interest 富途牛牛

Key PointsThree major hyperscalers just revealed 2026 spending plans.

由于对人工智能（AI）的担忧引发金融市场遭到广泛抛售，黄金价格周四也遭受重挫，而算法交易员的卖盘似乎放大了跌势。白银和铜也走低。由于投资者担忧人工智能会侵蚀一些公司的未来盈利，美国股市大跌，引发风险资产全线走低。 黄金大跌没有明确催化因素，彭博宏观策略师Michael Ball表示，跌势很可能因使用计算机模型押注价格走势的商品交易顾问（CTA）的卖出而被放大。金价一度下跌4.1%，白银暴跌11%。伦敦金属交易所铜价下跌2.9%，之后收复部分跌幅。

The Invesco QQQ Trust , Series 1 ( NASDAQ:QQQ ) and the iShares Russell 2000 Growth ETF ( NYSEMKT:IWO ) differ most in market cap exposure, sector mix, and historical risk, with IWO charging a slightly higher fee for broader small-cap growth coverage. Both QQQ and IWO are popular exchange-traded funds with distinct aims: QQQ tracks the NASDAQ-100, dominated by large-cap tech, while IWO targets small-cap U.S. companies with strong growth characteristics. This comparison breaks down key differences in cost, performance, risk, and portfolio makeup to help investors decide which may better suit specific goals. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year weekly returns. The 1-yr return represents total return over the trailing 12 months. Continue reading

In Musk We Trust? Tesla CEO Bets Mass And Energy Will Replace US Dollar As Future Currency Bitget

格隆汇2月13日｜市场消息：OpenAI 正在发布 GPT-5.3-Codex-Spark 的研究预览版。

MVB Financial press release ( MVBF ): Q4 GAAP EPS of $0.32. Revenue of $39.08M. More on MVB Financial Seeking Alpha’s Quant Rating on MVB Financial Historical earnings data for MVB Financial Dividend scorecard for MVB Financial Financial information for MVB Financial

Apple's stock has worst day since April as iPhone maker faces FTC scrutiny, reports of Siri delay CNBC

Towle & Co disclosed a new stake in Gold.com (NYSE:GOLD) on February 12, acquiring 325,397 shares in an estimated $11.08 million trade. According to an SEC filing dated February 12, Towle & Co acquired 325,397 shares of Gold.com during the fourth quarter of 2025. The quarter-end value of the position stood at $11.08 million, capturing both the trade and price changes for the reporting period. This is a new position for Towle & Co, accounting for 2.93% of its 13F reportable AUM after the filing. Continue reading

Today's Research Daily features new research reports on 16 major stocks, including Alphabet Inc. (GOOGL), Caterpillar Inc. (CAT) and T-Mobile US, Inc. (TMUS), as well as a micro-cap stock Onfolio Holdings, Inc. (ONFO).

(RTTNews) - Air Lease corp. (AL) reported a profit for its fourth quarter that Increases, from last year

(RTTNews) - Mohawk Industries Inc (MHK) revealed a profit for fourth quarter that Drops, from the same period last year

Seaboard press release ( SEB ): GAAP EPS of $264.13 for the quarter ended December 31, 2025. Revenue of $2.41B (-2.8% Y/Y) for the quarter ended December 31, 2025. More on Seaboard Seeking Alpha’s Quant Rating on Seaboard Dividend scorecard for Seaboard Financial information for Seaboard

Farmers & Merchants Bancorp press release ( FMAO ): Q4 GAAP EPS of $0.71. Revenue of $32.4M. More on Farmers & Merchants Bancorp Seeking Alpha’s Quant Rating on Farmers & Merchants Bancorp Historical earnings data for Farmers & Merchants Bancorp Dividend scorecard for Farmers & Merchants Bancorp Financial information for Farmers & Merchants Bancorp

Infinitum Copper ( INFI:CA ) amended the ratio of its previously announced share consolidation. The company now plans to consolidate its common shares on an 8-for-1 basis, replacing the earlier proposed 10-for-1 ratio. All other terms of the proposed consolidation remain unchanged. More on Infinitum Copper Corp. Seeking Alpha’s Quant Rating on Infinitum Copper Corp. Financial information for Infinitum Copper Corp.

Key PointsLondon-based North of South Capital reduced its Vipshop stake by 1,093,316 shares in the fourth quarter; the estimated transaction value was $21.04 million based on the average fourth-quarter price.

周四（2月12日）纽约尾盘，现货黄金跌3.26%，报4918.36美元/盎司，北京时间00:00之前维持微幅下跌状态——主要持稳于5050美元上方，随后出现一波急剧的跳水行情——刷新日低至4878.66美元。 COMEX黄金期货跌3.06%，报4942.50美元/盎司。

(RTTNews) - Bright Horizons Family Solutions Inc (BFAM) released a profit for fourth quarter that Drops, from the same period last year

Earnings Call Insights: LiveOne (LVO) Q3 2026 Management View CEO Robert Ellin described the quarter as a “clear inflection point for our company,” highlighting over $20 million in Q3 revenue and more than $58 million for the first nine months. Ellin announced, “Operating expenses reduced by over 52% year-over-year. Our organization was streamlined with the help of AI from 350 people to 88 team members.” He emphasized structural changes including debt reduction, with more than $2.5 million paid off, and a shift toward a scalable, margin-expanding platform. Ellin reported that the Audio Division generated $52.2 million in nine-month revenue and over $3.7 million in adjusted EBITDA, with Q3 alone delivering $18.6 million in revenue and $2.6 million of EBITDA. He introduced preliminary fiscal guidance for the first time: “$85 million to $95 million in revenues and $8 million to $10 million in adjusted EBITDA.” B2B pipeline expansion was a key theme, with the pipeline “now the largest in company history, up over 30% in the last 120 days with over 100 active enterprise opportunities.” Ellin highlighted upcoming launches with three major Fortune 500 partnerships, two of which “have over 50 million monthly paying subscribers.” Ellin noted intensified M&A interest: “We are also seeing a sharp acceleration in inbound M&A opportunities. As the market stabilizes and valuations normalize, strategic combinations are becoming increasingly attractive.” Ellin discussed the forthcoming appointment of a new President “who has built and scaled and sold billion-dollar public companies.” This executive is expected to assume day-to-day operational roles, enabling Ellin to focus on B2B partnerships, M&A, and AI initiatives. CFO Ryan Carhart stated, “Consolidated revenue for the 3-month period ended December 31, 2025, was $20.3 million. Our Audio Division posted revenue for Q3 of $18.6 million and adjusted EBITDA of $2.6 million.” Carhart added, “On a U.S. GAAP basis, LiveOne posted a cons...

Luis Alvarez/DigitalVision via Getty Images Investment Overview Sanofi ( SNY ), native ticker Euronext Paris: SAN, reported its Q4 and full-year earnings on January 29th, announcing net sales up >9.9% year-on-year, to €43.6bn in 2025, and net income up >12%, to €9.6bn. Despite these apparently good results, news broke today that the French Pharma had parted company with its CEO of six years, Paul Hudson, and appointed a replacement, Belén Garijo, formerly CEO of German Pharma Merck KGaA. In its statement, Sanofi thanked the outgoing CEO for his "valuable contributions to the transformation and development of the Group," and stated that: Belén Garijo will bring an increased rigor to the implementation of Sanofi's strategy and accelerate the preparation of the Group's future. Her priority will be to strengthen the productivity, governance, and innovation capacity of Research & Development. Sanofi stock fell in value after Q4 earnings were reported, from ~$47.5 per share to ~$45.5, quickly recovering to >$49 before today's news – at the time of writing, shares trade at ~$47 per share. The general consensus seems to be that the outgoing Hudson has paid the price for being unable to execute a turnaround plan fast enough, and in light of pressure placed on its vaccine division, particularly in its largest market, the U.S., which has seen vaccine-skeptic Secretary Robert F. Kennedy appointed as head of the Department for Health & Human Services ("HHS"). Analysis - Has Exiting CEO Left Sanofi Swimming, Or Sinking? The last time I posted about Sanofi for Seeking Alpha, I was covering the news that its promising pipeline asset indicated for multiple sclerosis, tolebrutinib, had missed the primary endpoint in its pivotal clinical study of patients with primary progressive multiple sclerosis and had its regulatory review in non-relapsing secondary progressive multiple sclerosis extended. That was in December, and I also discussed the fact that the Pharma had been struggling to ...

Earnings Call Insights: Tripadvisor (TRIP) Q4 2025 Management View President and CEO Matthew Goldberg stated the company achieved record high revenue of $1.9 billion in 2025, with "10% revenue growth in Experiences and 22% growth at TheFork, offsetting legacy revenue declines of 8% in our Hotels & Other segment." Goldberg emphasized, "Tripadvisor Group is fundamentally different today than it was 3 years ago," highlighting a strategic shift from SEO-dependent legacy offerings to a focus on the Experiences marketplace. He added, "In 2025, our marketplace businesses represented 61% of group revenue and 35% of adjusted EBITDA." Goldberg announced, "We've decided to explore strategic alternatives for TheFork as part of our broader portfolio review," with the intent to potentially unlock additional shareholder value and increase capacity for capital return or Experiences investment. The company reported a streamlined corporate structure and a clear priority to "extend our leadership position in Experiences globally, leverage our differentiated assets to position ourselves for an AI-enabled future and simplify our legacy offerings while we continue to evaluate strategic options." CFO Mike Noonan stated, "Q4 consolidated revenue was $411 million, flat with a year ago and in line with our expectations. Revenue growth in Experiences and TheFork came in at the high end of our guidance range, but was offset by slightly lower revenue performance in Hotels & Other. Full year consolidated revenue was $1.9 billion or 3% growth." Outlook Noonan said, "For the full year, we expect modest consolidated revenue growth which reflects the ongoing mix shift we are driving towards our growth marketplace businesses." He projected that "marketplace businesses to continue to grow meaningfully and represent approximately 2/3 of our consolidated revenue as we exit 2026. Experiences revenue alone is expected to comprise over half of our consolidated revenue." For 2026, the company expects Experi...

Strap in, because the next PlayStation event is going to be a long one . Sony’s latest State of Play — a showcase event for upcoming PS5 games — kicks off on February 12th at 5PM ET and it’ll last more than an hour. We don’t know what exactly will be shown. Sony says that the event will include “news, gameplay updates, and announcements from game studios across the globe.” However, it sounds like one of the biggest upcoming PS5 games, Insomniac’s bloody take on Wolverine , might not make an appearance . Most likely the event will feature a mixture of some of Sony’s tentpole single-player experiences from studios like Naughty Dog , along with its continued ( albeit scaled back ) push into live-service games through upcoming titles like Horizon Hunters Gathering and Bungie’s return to Marathon . You can watch the event live on both Twitch and YouTube , and stay tuned here for all of the most important and interesting reveals and announcements. PlayStation’s next big State of Play is about to begin. PlayStation’s next big games showcase is on February 12th

If you're looking for a stock that has the potential to set you up for life, you're going to want to find one that has some potential game-changing technology. With quantum computing potentially being the next big technological breakthrough after artificial intelligence (AI), this is one of the top areas to look. While quantum computing is still likely many years away from becoming a commercially viable business, the technology's potential is enormous. Right now, the biggest obstacle facing quantum computing is that the technology is still very error-prone. This is because instead of using traditional computing bits, which can be a 0 or 1, it uses qubits , which have the potential to be both through what is known as superposition. However, while superposition is what makes quantum computing so powerful, it is also what makes it error-prone because by not being in a fixed state, qubits are more fragile and vulnerable to being impacted by outside forces such as vibrations or temperature changes. Continue reading

【有線新聞】馬年新春花車匯演，大年初一晚在尖沙咀上演，12輛花車率先亮相。 丙午馬年，當然要一馬當先，馬會花車帶著三匹駿馬奔馳，祝福新一年朝氣蓬勃。香港賽馬會對外事務總經理孫婉芳：「馬對馬會特別有意義，所以特意頌揚『人馬合一』，馬在社會文化中代表著堅韌和力量。」 不少人新年都會前往林村拋寶牒許願，林村許願廣場就將整棵許願樹帶到尖沙咀，為市民和旅客送上好運。林村許願廣場主席鄭倫光：「香港許願節已經是第15年個年頭，到訪人數與旅客超過五百萬，參加這個花車巡遊，看見許願樹就會勾起了很多集體回憶，以及可以推動香港人旅遊。」 麥當勞叔叔、滑嘟嘟，一群經典角色，坐著闊別香港多年的小火車，拉大隊來到九龍鬧市準備向大家拜年。還有帶大家衝上雲霄的他們，就換上昔日舊制服，紀念扎根香港80年。 12輛花車、30隊本港、內地及國際表演隊伍，大年初一晚上在文化中心出發，途經廣東道、海防道、彌敦道，巡遊結束後花車會擺放在啟德體育園、馬場和大埔林村等景點展出。

General Synod did vote to continue to look at the issue, but bishops say there are "theological and legal barriers" to having such ceremonies now.