格隆汇2月13日｜据知情人士周五透露，美国将派遣全球最大航母前往中东，增援已部署在当地的航母力量，为特朗普政府施压伊朗达成核协议的行动提供更多火力支持。此次部署“杰拉尔德·R·福特”号航空母舰（USS Gerald R. Ford）计划公布前数日，特朗普刚表示新一轮美伊谈判即将举行。然而，相关谈判并未如期展开。本周，伊朗一名高级安全官员访问阿曼和卡塔尔，并通过中间人同美方交换信息。与此同时，海湾阿拉伯国家已警告称，任何针对伊朗的军事打击都可能引发新一轮地区冲突。

Magna International Inc. ( MG:CA ) declares $0.495/share quarterly dividend , 2.1% increase from prior dividend of $0.485. Forward yield 2.18% Payable March 13; for shareholders of record Feb. 27; ex-div Feb. 27. See MG:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Magna International Inc. Magna International: Not Much Horsepower Left - Sell Magna International Inc. (MG:CA) Presents at Barclays 16th Annual Global Automotive and Mobility Tech Conference Transcript Magna International Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Magna International Inc. Historical earnings data for Magna International Inc.

格隆汇2月13日｜货币市场预计，欧洲央行在12月之前降息的可能性为40%，而在公布美国CPI数据之前，这一概率仅为30%。

Palantir Technologies Inc. (NASDAQ:PLTR) ranks among the best high growth high margin stocks to buy now. On February 3, UBS reduced its price target for Palantir Technologies Inc. (NASDAQ:PLTR) to $180 from $205, while keeping a Neutral rating on the company’s shares. The revision follows what UBS claimed was the company’s “astounding” financial performance, which […]

Analysts Highlight Palantir’s (PLTR) Unique Software Financial Profile Yahoo Finance UK

Analysts Highlight Palantir’s (PLTR) Unique Software Financial Profile Yahoo Finance

AppLovin Corporation (NASDAQ:APP) ranks among the best high growth high margin stocks to buy now. Deutsche Bank stated on February 2 that it thinks AppLovin Corporation (NASDAQ:APP)’s risk-reward profile has “meaningfully improved” after a considerable stock selloff brought on by Google’s Project Genie announcement. The news raised investor worries about potential disruptions for game engine […]

NVIDIA Corporation (NASDAQ:NVDA) ranks among the best high growth high margin stocks to buy now. On February 5, Goldman Sachs revised its Buy rating for NVIDIA Corporation (NASDAQ:NVDA), with a $250 price target. The firm anticipates a beat-and-raise quarter for the tech giant, citing strong industry supply/demand trends, though it admits that projections for outperformance […]

Goldman Sachs Expects Beat and Raise Quarter for NVIDIA (NVDA) Yahoo Finance

Bernstein Trims Target Price on Oracle (ORCL) to $313 Insider Monkey

mesh cube/iStock via Getty Images Investment Thesis First and foremost, let me say that I think FormFactor, Inc. ( NASDAQ : FORM ) is one of the picks and shovel names that looks boring right until it doesn't. The market is fixated on the shiny end of AI, like GPUs and giant data center builds. Meanwhile, the real constraint in advanced packaging is often yield, test time, and how many goods you can push through the line without shipping defects. And obviously, that pushes value into probe cards and test hardware. Here's the part that matters most to me. Management is explicitly describing a world where HBM stack complexity keeps rising (such as HBM3E, HBM4 Ramp, and work towards HBM5). This translates into higher test intensity and harder specs. And that is not marketing fluff. It is the economics of advanced packaging where one bad chiplet can kill the whole stack. Now, a good story does not automatically mean a good stock. But what interests me with FORM is that the company is also showing tangible operational improvement. The Q4 2025 earnings update points to an expanding non-GAAP gross margin and continued strength into Q1 2026. In my opinion, that combination, demand together with strategic execution, is what I would say keeps a " good company " from becoming a " good but overpriced " situation. I am rating FormFactor a Buy . And this is not because the stock is cheap today. Actually, it is not. But I am buying the idea that earnings power is rising faster than many investors are modeling. And that the next few quarters can keep surprising on margin while the revenue line stays firm. Business Overview FormFactor sits in semiconductor test and measurement across the IC lifecycle, from early characterization and debug to qualification and high-volume production test. The business is reported in two segments . First are the Probe cards, which include probe cards and analytical probes. Second are systems, which are basically probe stations plus thermal and cryogen...

格隆汇2月13日｜美股加密货币概念股多数上扬，其中，Coinbase绩后涨超7%，Strategy涨超6%，BMNR涨近5%，Robinhood、IREN、Circle涨超3%。比特币现逼近6.8万美元关口。

Advance Auto Parts ( AAP ) declares $0.25/share quarterly dividend , in line with previous. Forward yield 1.64% Payable April 24; for shareholders of record April 10; ex-div April 10. See AAP Dividend Scorecard, Yield Chart, & Dividend Growth. More on Advance Auto Parts Advance Auto Parts: A Liquidity-Driven Asymmetric Turnaround Play Advance Auto Parts: Turnaround Is Progressing (Rating Upgrade) Advance Auto Parts gets back to positive comparable sales growth Advance Auto Parts Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Advance Auto Parts

ORCL.SW stock down 31.59% intraday on SIX: reassess valuation vs CHF 121 forecast Meyka

Stocks struggled for direction Friday as fears of AI disruptions weigh against the potential for more interest rate cuts after a cooler-than-expected inflation reading. The S&P 500 was 0.1% lower after initially flipping between gains and losses following a three-session losing streak. Expedia Group Inc. was among the worst performers in the benchmark, falling on continued fears about the threat of AI even after providing better-than-expected guidance. The tech-heavy Nasdaq 100 Index was 0.2% lower and the Dow Jones Industrial Average fell 0.3%. “Today’s inflation report is a relief for investors rattled by AI disruptions in the stock market,” said David Russell, global head of market strategy at TradeStation. Indexes have fallen for three straight sessions before Friday’s inflation reading, which spurred a move higher in US futures. US consumer prices rose slower than expected in January while the core CPI reading matched estimates, reflecting higher services costs. The inflation report “was actually pretty encouraging,” Tiffany Wilding , an economist with Pimco, said in an interview with Bloomberg TV. She added that the Federal Reserve’s interest rates look restricting and after the inflation reading, “getting a couple of more interest rate cuts in this year seems pretty reasonable to us.” Indeed, the report spurred traders to increase bets on a third rate cut this year. “With employment hopefully improving, the Fed doesn’t have to worry about doing any more ‘insurance cuts.’ It can because it wants to, not because it has to,” said Brian Jacobsen , chief economic strategist at Annex Wealth Management. Still, fears that AI will disrupt revenues continue to hit stocks. Drug distributors slumped on Friday, joining a long list of industries including software, wealth managers and logistics firms to sell off. Separately, shares in US metal firms sank as the Trump administration is considering narrowing tariffs on aluminum products. Alcoa , Century Aluminum and Kaiser A...

美股阿里巴巴、百度、蔚来跌幅集体收窄。

wellesenterprises/iStock Editorial via Getty Images Until recently, I have typically avoided sports stocks. They tend to be vanity assets—great for cocktail party conversation but terrible for compounding capital. They usually bleed cash, have volatile earnings based on whether a ball hits a foul pole or a home run, and trade at premiums because fans want to own the team. But Atlanta Braves Holdings ( BATRK ) is doing the exact opposite. It is trading like a boring utility in decline despite owning one of the most valuable intellectual properties in North American sports. The structure is admittedly annoying. It’s a tracking stock spun out of Liberty Media , which keeps a lot of generalist investors away. It’s messy. But that messiness has created a dislocation where the public market value implies the franchise is worth significantly less than recent private market transactions for inferior teams. In my view, you would be buying a top-tier MLB franchise at a discount, and you’re getting a high-growth real estate development company thrown in for free. Two Engine Business Model Most people think of this just as a baseball team. If you look at the Q3-25 filings , though, it’s clear this is evolving into a dual-engine business. First, there is the franchisee. The Braves operate in a massive geographic monopoly. Unlike the Northeast, where you can’t drive two hours without hitting another MLB stadium, the Braves own the Southeast. This drives the attendance numbers, as seen in the Investor Day presentation —consistently top-tier. In Q3-25, baseball revenue ticked up 4% to $284m. That doesn't sound explosive, but in a mature business, 4% pricing power is solid. The point here is cost control and the floor provided by the fan base. Even when the team isn't winning the World Series every year, the turnstiles keep turning. Ticket volume stability (Company Investor Day Presentation Jun-25) The other engine is the Battery (mixed-use development), and this is the part the mar...

NEW YORK, Feb. 13, 2026 (GLOBE NEWSWIRE) -- Figure Technology Solutions (Nasdaq: FIGR), the leading blockchain-native capital marketplace for the origination, funding, sale and trading of tokenized assets, today announced preliminary unaudited financial results for the fourth quarter and full year ended December 31, 2025. Additionally, the Company filed a registration statement on Form S-1 that contained preliminary results of operations for the same periods.

Oracle Corporation (NYSE:ORCL) is one of the 13 High-Risk High-Reward Growth Stocks to Invest In. Bernstein, on February 9, trimmed its target price on Oracle by 7.7% to $313 (from $339), but retained its Outperform call on the stock. Uncertainties regarding how the company would fund the construction of the artificial intelligence data centers it […]

Bernstein Trims Target Price on Oracle (ORCL) to $313 Yahoo Finance

Briton finishes ninth after quarter-final defeat ‘Sorry, I was hoping to put on a better show’ Few sports at the Winter Olympics are more thrilling or turbulent than snowboard cross. The idea is simple. Four competitors, a steep mountain, ramps, and whoever gets down quickest to the bottom first wins. But jeopardy lurks on every sharp turn and steep bank. And calamities are an unfortunate fact of life. Team GB’s Charlotte Bankes knows this better than anyone. Four years ago in Beijing she arrived as a gold medal favourite only to leave in tears after finishing ninth. On the brightest of sunny days history repeated itself. Hopes. Dreams. Expectations. Another ninth-place finish. And more tears. Continue reading...

Capgemini ( CAPMF ): FY Non-GAAP EPS of €12.95. Revenue of €22.5B (+1.8% Y/Y). More on Capgemini SE Capgemini SE 2025 Q4 - Results - Earnings Call Presentation Capgemini: Not Expensive, But Not Impressed By WNS Acquisition French IT company Capgemini divests U.S. subsidiary over ICE links U.S. blasts Europe for targeting Big Tech with fines, lawsuits Seeking Alpha’s Quant Rating on Capgemini SE

They were planning what police say could have been "the UK's deadliest terror attack".

Getty Images This is not a good time to be an investor with exposure to cryptocurrencies. As I discussed in a recent macro analysis, empirical evidence suggests the crypto winter may last much longer . Although I do not have direct exposure to BTC, I am a Coinbase Global, Inc. ( COIN ) shareholder, so I have indirect exposure to BTC and the broad crypto market. Amid the crypto winter, COIN has been one of the biggest losers in my portfolio over the past year (down almost 50%). Although a prolonged crypto winter will most certainly impact Coinbase’s transaction revenue, which is the biggest contributor to revenue today, I believe Coinbase has what it takes to turn into a more efficient business in 2026. This will lay the foundation for a strong comeback in the post-crypto winter era. After digesting Q4 earnings and the structural changes Coinbase is going through today, I believe now is a good time to double down on COIN stock. Q4 2025 Earnings Review I will begin this analysis with a brief discussion of Coinbase's Q4 2025 earnings . If I had to summarize the earnings print in one word, ugly is the word I’d have chosen. Revenue was down 22% YoY to $1.78 billion. This was a sequential decline of 5%, which highlights how the ongoing crypto winter is continuing to threaten Coinbase’s short-term growth. Transaction revenue was down 6% sequentially, driven by a 13% QoQ decline in consumer transaction revenue to $734 million. As expected, institutional volumes remained strong, leading to a 37% QoQ increase in institutional transaction revenue to $185 million. Given that this institutional business is still relatively small compared to the retail business, this strong sequential growth could not prevent Coinbase’s revenue from dipping below the previous quarter's level. The integration of Deribit had a lot to do with this stellar growth in institutional revenue. The GAAP net loss for the quarter was $667 million. The company’s crypto investment portfolio recorded a $718 mil...

Walid Saadaoui, who used to arrange holiday dance shows and quizzes, plotted a mass killing spree.

Getty Images Even with how much they’ve grown their backlog, expanded margins, and kept cash coming in, I can’t get excited about Elbit Systems ( ESLT ) at these prices. The market’s already baking in years of higher defense budgets, constant geopolitical tension, and near-perfect execution. There isn’t much room for slip-ups. In my view, the risk and reward are about even here. The recent run is already priced into the stock, and to get more upside, Elbit would have to not just keep up the pace but actually beat already high expectations. At $665, the stock’s trading at about 50 times what analysts expect for 2026 earnings and 43 times for 2027. Big U.S. defense players are closer to 30. That gap doesn’t really close over the next two years unless Elbit crushes their earnings projections. The case for owning the stock is all about its huge backlog and the current defense boom. Honestly, these aren’t surprises anymore. I think most investors are already betting Elbit keeps putting up double-digit revenue growth, keeps boosting margins, and throws off steady cash. The risk is if orders start to cool off, costs go up, or shipments get pushed back. The stock could get hit hard. Strong Growth is Driven by Land Systems and Major Contract Wins Elbit’s right where tech innovation meets growing defense budgets, especially in Europe and Israel. They’ve become the go-to for governments wanting to modernize their militaries. You can see it in their numbers: big European artillery deals, with 12% growth overall and especially strong results from their land (up 41%) and cyber arms. Management’s been highlighting the wins. They just landed a record $2.3 billion contract , their biggest ever. But I think the market already expects this level of performance. The question now isn't, “Can Elbit win deals?” It’s “Can they keep growing this fast when everyone’s watching?” Elbit Systems Right now, we’re in a real defense boom. European and Israeli spending is way up after Ukraine. Elbit...

Topgolf Callaway Brands press release ( CALY ): Q4 Non-GAAP EPS of -$0.25 misses by $0.04 . Revenue of $367.5M (-3.9% Y/Y) beats by $19.5M . The Company's net sales from continuing operations of $367.5 million decreased 1% primarily due to lower sales of Golf Equipment due to fewer second half product launches this year relative to last year, partially offset by a $7 million increase in our soft goods segment. The better-than-expected consolidated results were driven by outperformance in both Golf Equipment and Apparel, Gear and Other ("Soft Goods") segments. Initiated 2026 Revenue and Adjusted EBITDA Guidance of $1.98B to $2.05B and $170M to $195M, respectively. 2026 FIRST QUARTER OUTLOOK (in millions) Q1 2026 Estimate Q1 2025 As Reported Consolidated Net Sales $635 to $665 $630 Adjusted EBITDA from Continuing Operations $110 to $125 $125 Click to enlarge Stock -11%. More on Topgolf Callaway Brands Callaway Golf Company (CALY) Q4 2025 Earnings Call Transcript Topgolf Callaway Brands' Stunning Rise Necessitates A Recalibration Topgolf Callaway: Leonard Green's Takeover Signals A New Chapter For The Entertainment Golf Giant Callaway Golf attracts a bull rating from B. Riley Tapasya Investment Fund I trims stake in Fannie Mae, invests in Adobe in 2025

Dilok Klaisataporn Goldman Sachs Chairman and CEO David Solomon sees a favorable economic landscape ahead, describing the macro setup for 2026 as “quite good.” In an interview with CNBC, Solomon pointed to two primary catalysts driving his optimism: strong fiscal stimulus across developed economies and a significant surge in capital investment fueled by artificial intelligence technology, which he characterized as “very, very stimulative to the economy and to economic activity.” The banking executive also highlighted a major deregulatory shift in the U.S. as an additional tailwind for growth. Solomon explained that when regulatory burdens ease, companies can redirect resources previously spent on compliance toward “more productive parts of the business,” creating momentum for broader economic activity. Goldman Sachs economist Jan Hatzius projects 2.9% real growth and 5% nominal growth for the year, figures Solomon noted are on the higher end of consensus estimates. However, the CEO suggested actual performance could exceed even those forecasts, observing that conversations with market participants indicate “we could see better than that” in what he described as a “constructive environment.” On deal activity and public offerings, Solomon expressed confidence that the IPO market ( IPO ) will strengthen, predicting “potentially some very, very large IPOs, unprecedented in size.” He acknowledged challenges for smaller IPOs, which “require more discount, more patience,” and noted he has met with SEC Chair Atkins to discuss ways to create broader market participation for retail investors who are increasingly shut out of private market gains. Despite the optimistic outlook, Solomon voiced genuine concern about the nation’s fiscal trajectory. “I have real concern for the continued level of deficit spending and the growth of the debt and the deficit,” he said, adding that sustained higher growth rates are essential to managing these challenges. Without fiscal discipline and ...

财联社2月13日讯（编辑 赵昊） 最新消息显示，一些欧佩克+成员国代表认为，该联盟有空间在4月份恢复原油增产，他们还认为外界对全球石油市场供应过剩的担忧被夸大了。 欧佩克+（石油输出国组织及其盟友）成员国的一些代表们透露，现在有空间恢复今年第一季度季节性需求疲软期间暂停的增产计划。 去年，8个核心欧佩克+成员国同意逐步增加原油产量，但在今年1月、2月和3月暂停增产步伐，目前仍有日均约120万桶的产量尚未恢复。 透露消息的代表强调，欧佩克+尚未在3月1日会议前承诺采取任何具体行动，也未展开正式讨论。另有代表补充称，最终决定可能取决于特朗普是否会对伊朗采取军事行动，或与其达成核协议。 隔夜，特朗普表示，美国“必须”与伊朗达成协议，否则局势将“非常严重”。周四（2月12日）有报道称，美军当天从加勒比海调遣“杰拉尔德·R·福特”号航母前往中东。 分析认为，特朗普对委内瑞拉和伊朗的强硬立场，加上从北美到哈萨克斯坦的供应干扰，使得油价在今年年初表现强劲，尽管市场此前一直警告全球油市可能出现供应过剩。 多位大型交易商表示，关键市场的供应趋紧正在支撑油价，因为不少过剩产量来自受到欧美制裁的国家，例如俄罗斯和伊朗，这些原油难以进入更广泛的市场，使得市场出乎意料地具有韧性。 年初至今，布伦特原油期货主连价格已累计上涨约11%。1月底时，因市场担心中东可能爆发新的冲突，布油价格一度飙升至接近每桶71美元，创六个月新高。 根据国际能源署（IEA）的说法，去年全球石油库存以自新冠疫情以来最快的速度累积，原因是欧佩克+以及另外一些美洲产油国（巴西、圭亚那等）产量上升。 去年4月，沙特出人意料地主导欧佩克+快速恢复2023年以来暂停的产量，尽管当时市场普遍警告全球供应已相当充足，此举令原油交易员震惊。 部分欧佩克+代表称，那次政策转向旨在夺回此前因减产而被竞争对手（如美国页岩油生产商）抢占的市场份额。有分析猜测，沙特此举也可能是为了讨好特朗普——他曾多次呼吁 欧佩克协助降低燃油价格。 目前尚不清楚该组织在3月1日线上会议上是否会正式批准进一步增产，只是有消息称，他们倾向于增加产量。 不过，主要成员国之间似乎存在分歧：沙特和阿联酋希望推进增产，而俄罗斯则显得更为谨慎。 本月早些时候，俄罗斯副总理亚历山大·诺瓦克表示，欧佩克+ 预计全球石油需求将从3月或4月开始逐步增长，但俄罗斯原油难寻买家仍面临压...

Pinterest downgraded, Airbnb upgraded: Wall Street's top analyst calls