Unicharm Corporation press release ( UNICY ): FY Basic Earnings Per Share of JPY 37.30 Net Sales of JPY 945.27B (-4.4% Y/Y) Forecast of Consolidated Financial Results for the Fiscal Year Ending December 31, 2026 (January 1, 2026 through December 31, 2026) Basic Earnings Per Share of JPY 49.71 Net Sales of JPY 1,010.00B (+6.8% Y/Y) More on Unicharm Corporation Kimberly-Clark looks to Vietnam amid the global baby birth rate slump Seeking Alpha’s Quant Rating on Unicharm Corporation Historical earnings data for Unicharm Corporation Financial information for Unicharm Corporation

In early trading on Friday, shares of Merck topped the list of the day's best performing Dow Jones Industrial Average components, trading up 3.1%. Year to date, Merck registers a 16.8% gain. And the worst performing Dow component thus far on the day is Goldman Sachs Group, tra

格隆汇2月13日｜现货黄金日内涨2%，现报5019.64美元/盎司。纽约期金突破5040美元/盎司，日内涨1.87%。

Shares of Air Canada posted their largest gain since May after the carrier reported strong momentum in bookings this year compared to 2025.

一项量化筛选识别出基本面改善但被大量做空的AI相关股票，包括Willdan（WLDN）、Lumentum（LITE）、Ichor（ICHR）、 戴尔 （DELL）和Power Solutions（PSIX）。 责任编辑：张俊 SF065

Labour market expert Prof Brian Bell has called for better pay and conditions in key sectors, particularly social care Rachel Reeves has appointed a labour market expert who has repeatedly called for better pay and conditions in key sectors, such as social care, to reduce the UK’s reliance on migrant workers as her new chief economic adviser. Prof Brian Bell, who chairs the independent Migration Advisory Committee (MAC), which advises the government, has been announced as the new chief economic adviser in the Treasury – a senior civil service role. Continue reading...

Source: Bloomberg, 0:00

In this article CART Follow your favorite stocks CREATE FREE ACCOUNT Jakub Porzycki | Nurphoto | Getty Images Instacart 's stock surged more than 14% after the company 's robust results alleviated worries over mounting competitive pressures in the grocery delivery market. During an earnings call with analysts, CEO Chris Rogers , who took the helm last year, called the concerns "overblown" and said the company monitors threats "extremely closely." "There is definitely a market for us here and we feel good about our points of differentiation," he said. Instacart is facing an increasingly competitive market as retailers like Amazon and food platforms such as Uber Eats and Doordash aggressively scale in grocery delivery. At the same time, the company is investing in new technology and artificial intelligence tools to drive more customers and businesses to its platform. Wall Street analysts viewed Instacart's results as a wave of confidence for those worried about the company's moat. Analysts at Bernstein called the report a "solid rebuttal" to competitive pressures and AI threats. "The clean beat-and-raise has been rare this internet earnings cycle and CART stands out from that perspective," wrote analysts at Barclays. Read more CNBC tech news Tech IPO hype gets drowned out on Wall Street by prospect of $1 trillion in debt sales FTC tells Tim Cook to look into reports Apple News is censoring conservatives Anthropic closes $30 billion funding round as cash keeps flowing into top AI startups Waymo begins deploying next-gen Ojai robotaxis to extend its U.S. lead The San Francisco-based company reported better-than-expected fourth-quarter revenue and said gross transaction value (GTV) grew 14%, representing its strongest quarterly growth in three years. Orders totaled 89.5 million, topping a StreetAccount estimate of 87.8 million. Instacart also issued an optimistic forecast, calling for GTV in the range of $10.13 billion and $10.28 billion, versus a $9.97 billion estimate ...

周五美股早盘，美国钢铁和铝业生产商的股价纷纷走低。此前有报道披露，特朗普政府正致力于收窄此前对钢铝产品实施的广泛关税政策。 随着纽约市场开市，世纪铝业股价一度暴跌 13.3%；美铝公司下跌超过 6%。与此同时，伦敦金属交易所（LME）的铝期货价格亦出现下滑。钢铁巨头纽柯钢铁最多下跌 6.2%，克利夫兰-克里夫斯（Cleveland-Cliffs Inc.） 则跌7.6%。尽管随后这些公司的股价收复了部分失地，但整体跌幅依然显著。

格隆汇2月13日｜美国联邦贸易委员会（FTC）正加速对微软(MSFT.O)的审查，作为对其是否通过云软件及人工智能产品（包括Copilot）非法垄断企业计算市场大规模份额的持续调查的一部分。知情人士称，该机构近几周已向微软在商业软件和云计算市场的竞争对手发出民事调查要求。这些要求包含一系列关于微软许可及其他商业行为的质询。至少六家公司收到了此类要求。通过这些相当于民事传票的指令，FTC正寻求证据证明微软使客户更难在竞争对手的云服务上使用Windows、Office等产品。部分知情人士称，该机构还要求提供有关微软将人工智能、安全和身份软件捆绑到Windows和Office等产品中的信息。

Source: Bloomberg, 3:24

Bambu Productions/DigitalVision via Getty Images Mowi ASA ( MHGVY ) ( MNHVF ) reported 4Q25 results , commenting on what was a challenging year in terms of pricing and margin (salmon downcycle), but positive in terms of volume and costs. The company expects 2026 to be an upcycle year for salmon, with more restrained supply and positive demand. Mowi expects to continue expanding, at least 8% next year in harvest, supported by the acquisition of Nova Sea. Overall, I think the name continues to show a quality position in salmon. However, perhaps in anticipation of the 2026 upcycle, or because the EUR has appreciated against the USD, the company's stock price has increased versus my previous coverage. On a cyclical-average basis, I do not believe it is particularly attractive at current prices and maintain a Hold rating. 4Q25 results When I last analyzed Mowi in August 2025, the situation in salmon markets was one of more pressured demand (tariff fears, European macro challenges) at the same time as supply was expanding because of cyclical climatic reasons. This proved to be the case in FY25, with significantly pressured margins for Mowi. Salmon supply expanded 12% YoY. Demand, however, was very resilient, particularly at the end of the year, closing the YoY at 8% (with Asia up 30%, the US up 10%, and Europe up 6%). The overall effect was pressured prices, which fortunately recovered to +4% YoY in Europe, thanks to more moderate growth expectations coming from Norway (0% in Q4 and LSD expected for next year, according to the call ). We should remember that most of Mowi's market is in Europe (75% of sales), with a little more in the Americas (US and Brazil mainly) at 17%. Europe was one of the regions with the highest supply increment and the lowest demand expansion. In the Americas trade portion, the appreciation of the EUR made Norwegian and European production lose competitiveness (costs are in EUR, revenues in USD). The remaining portion of the Americas trade comes f...

美国司法部反垄断负责人盖尔·斯莱特的突然离职给重大案件的审理带来不确定性；在Ticketmaster诉讼临近之际，Live Nation（LYV）股价因猜测盘中上涨。 责任编辑：张俊 SF065

格隆汇2月13日｜据知情人士透露，法律人工智能公司Legora正洽谈新一轮融资，可能将其估值提高至60亿美元，为四个月前上一轮融资估值的三倍。Legora启动融资的时间距人工智能巨头Anthropic发布法律AI工具不到两周。该工具的推出引发数据和法律服务类股票大范围抛售，并加剧市场对相关技术将颠覆行业的担忧。这波由恐慌情绪驱动的抛售随后蔓延至软件、金融服务和资产管理板块，蒸发数千亿美元市值。

After four straight days of gains, Newmont Corporation (NYSE: NEM) stock took a breather yesterday, falling 5% -- then perked right back up! In morning trading, 10:15 a.m. ET Friday, shares of the gold miner (which also mines copper, silver, zinc, and lead) are up 5% -- not quite back where they were on Wednesday, but close. Image source: Getty Images. Continue reading

Kenneth Cheung/iStock Unreleased via Getty Images Anthropic ( ANTHRO ) has added former Trump administration official Chris Liddell to its board of directors ahead of a potential initial public offering, The Wall Street Journal reported. Liddell, who was the White House Deputy Chief of Staff in the first Trump administration, was also an executive at Microsoft ( MSFT ) and GM ( GM ). Liddell “has spent his career at the intersection of technology, public service, and governance—and has a track record of helping organizations get those things right when the stakes are highest,” Anthropic co-founder and President Daniela Amodei said in a statement to the news outlet . “Anthropic’s approach—building AI that’s both capable and responsible—is critical for our future,” Liddell added in a statement. On Thursday, Anthropic announced it secured $30B in new funding at a $380B valuation. The Series G funding round includes several asset managers and some of the previously announced money from Microsoft and Nvidia ( NVDA ). In addition, Anthropic said that the company's revenue run rate is now $14B, and this figure has grown more than 10 times annually over the past three years. Anthropic's revenue run rate surpassed $9B at the end of 2025, according to previous reporting. Included in that is a surge in Claude Code, the company's agentic AI coding tool. Claude Code's revenue run rate is now more than $2.5B and has more than doubled since the start of the year, Anthropic added. Weekly active users for Claude Code have also doubled since Jan. 1, Anthropic explained. More on Anthropic Anthropic raises $30B at $380B valuation, includes money from Microsoft, Nvidia, others Anthropic to cover electricity price increases from its data centers Seeking Alpha’s Quant Rating on Anthropic Financial information for Anthropic

Rivian Automotive (NASDAQ: RIVN) gave investors an update last night, and the stock is soaring on the news. Shares of the electric vehicle (EV) maker spiked 28% higher to start Friday's trading session. The company's earnings and 2026 guidance have shares holding onto a 20.5% gain as of 10:30 a.m. ET. Image source: Rivian Automotive. Continue reading

Usinas Siderúrgicas de Minas Gerais S.A. press release ( USNZY ): Q4 Revenue of R$26.3B (+1.5% Y/Y). Net loss of R$2.9B. More on Usinas Siderúrgicas de Minas Gerais S.A. Usinas Siderúrgicas de Minas Gerais S.A. (USNZY) Shareholder/Analyst Call Transcript Seeking Alpha’s Quant Rating on Usinas Siderúrgicas de Minas Gerais S.A. Historical earnings data for Usinas Siderúrgicas de Minas Gerais S.A. Financial information for Usinas Siderúrgicas de Minas Gerais S.A.

The US Supreme Court scheduled Feb. 20 as its next opinion day amid a global wait for a ruling that could invalidate most of President Donald Trump ’s signature tariffs. The justices also are expected to issue opinions on Feb. 24 and 25 as the court returns from a four-week recess. The tariff clash is one of 12 cases that were argued in October or November and haven’t yet been decided. The disputed tariffs are costing importers more than $16 billion every month, according to federal government data. At that rate, the total collected under the law at the center of the case, the 1977 International Emergency Economic Powers Act, could surpass $170 billion by Feb. 20, according to Bloomberg Economics analyst Chris Kennedy . A ruling against Trump would deliver his biggest legal defeat since returning to the White House. The court is considering Trump’s April 2 “Liberation Day” tariffs, which placed levies of 10-50% on most imports, along with duties imposed on Canada, Mexico and China in the name of addressing fentanyl trafficking. The new opinion day comes amid signs that Congress is starting to push back against the tariffs. The Republican-led House on Wednesday voted to end some levies on Canadian imports, approving legislation to dissolve the emergency declaration that provided the legal basis for them. Trump declared in a 2025 executive order that fentanyl trafficking across the northern border was an emergency that warranted the imposition of tariffs. If the tariffs are struck down, the White House has said it will quickly replace them using other legal tools, though Trump has acknowledged the alternatives would more cumbersome. The Supreme Court heard arguments Nov. 5 on an expedited basis, setting a schedule that suggested an ultra-fast ruling might be in the offing. Some close watchers of the court predicted a decision could come in a matter of weeks, rather than the usual months. Key justices suggested during the argument that they thought Trump had oversteppe...

A look at the weighted underlying holdings of the Invesco Dorsey Wright Consumer Staples Momentum ETF (Symbol: PSL) shows an impressive 12.2% of holdings on a weighted basis have experienced insider buying within the past six months. Hershey Company (Symbol: HSY), which makes

Apple Faces News Bias Review And Siri AI Delay As Valuation Holds simplywall.st

Scotland boast strong recent Calcutta Cup record England have not won at Murrayfield since 2020 Maro Itoje has called on England to be “bulletproof” as they seek to clinch a first win at Murrayfield in six years on Saturday. England can keep their grand slam pursuit alive by successfully defending the Calcutta Cup and Itoje has urged his side to create their own history despite their recent wretched form in Edinburgh. With England on a 12-match winning streak and Scotland suffering a shock defeat by Italy last week, Steve Borthwick’s side are clear favourites. Their only victory at Murrayfield since Eddie Jones’s first game in charge in 2016 came in miserable weather in 2020, however, with Scotland securing victories in 2022 and last time out in 2024. Continue reading...

财联社2月13日讯（编辑 史正丞） 综合多家知名科技爆料人的消息，苹果公司价格最亲民的入门款智能手机iPhone SE系列即将迎来更新。随着去年亮相的iPhone 16e取得该系列有史以来最大商业成功后，今年这款新机也将迎来一些“幅度不大、但有必要”的改进。 顺便一提，由于苹果手机的发布周期从今年开始发生变化，iPhone 18系列的基础款版本延后至2027年春季。因此 iPhone 17e很有可能是未来一年里唯一上新的入门级别iOS手机 。 根据知名科技爆料人Jon Prosser今日发布的视频，iPhone 17e的升级点主要如下： 1、 “灵动岛”将取代“刘海”造型 ，但Prosser表示对这一点并非100%确定； （iPhone 16e图例，来源：苹果商店） 2、屏幕刷新率依然为60Hz、电池容量也是4,000mAh，配备C1X调制解调器； 3、前置摄像头将升级为iPhone 17系列同款颇受好评的1800万像素方形传感器，并支持Center Stage；后置单摄参数依然为4800万像素，但由于处理器层面的提升，弱光表现会比前代好一些。 4、配色依然是黑白两色，苹果数月前曾测试过薰衣草色（淡紫色）选项，不清楚最终是否会采纳； 5、 手机搭载经筛选（binned）的A19芯片 ，性能上可能会弱于iPhone 17中的A19芯片； 6、内存为8GB； 起售价格与前代一样（599美元） ，不过存储容量从128GB起步升级到256GB； 7、 支持MagSafe无线充电 ； 8、基本确定通过官网发布新闻稿的形式亮相，具体时间有可能是2月19日，但也有可能发生变化。 作为苹果今年数十款新品的“前菜”，iPhone 17e也被公司寄予厚望。爆料人马克·古尔曼在上周的通讯中表示，苹果将把17e重点投放在新兴市场和企业用户——这是公司今年计划在设备和软件两方面积极进攻的两大领域。 古尔曼也表示，虽然Alphabet旗下的谷歌也将发布新入门机型Pixel 10a，但预计不会带来太多升级，而三星电子则更加专注于高端机型。 除了新款iPhone 17e外，基础款iPad和iPad Air也将在近期迎来升级，不过除了芯片迭代外几乎没有新变化。

Goldman Sachs believes that fears around AI disruption and slower-than-expected Azure growth are overstated and the recent pullback has created a buying opportunity for Microsoft shares. The bank stood by its buy rating on the "Magnificent Seven" stock and its 12-month price target of $600. Goldman's forecast implies that the tech titan could rise more than 49%. Microsoft has plunged 17% since the start of 2026, suffering in the broader pullback away from technology stocks as fears of artificial intelligence disruption have intensified. Shares had tumbled 10% after the company reported its most recent earnings, with investors unimpressed by 39% revenue growth at Azure and its other cloud services. The pace of growth was lower than the 40% it achieved in the fiscal first quarter and was slightly below the 39.4% StreetAccount consensus analyst forecast. MSFT YTD mountain MSFT YTD chart Goldman Sachs analyst Gabriela Borges wrote that Microsoft has in total stumbled 15% since its earnings report, in part due to upward revisions to its capital expenditures guidance without upward revisions to Azure. This, she wrote, resurfaced questions about Microsoft's return on investments and Azure's competitive positioning relative to its peers. The analyst added that Azure growth in any given quarter is largely a function of how much new compute capacity comes online and how Microsoft allocates that capacity between internal use cases and external customers. At present, Microsoft remains supply constrained, with incremental capacity increasingly directed towards internal users such as Copilot and R & T, rather than revenue-generating external workloads. As a result, Borges said that some of Microsoft's compute investments are not yet flowing through to reported Azure revenue, thereby contributing to near-term concerns around monetization. She assuaged investors' fears by stating that the lack of upward revisions to Azure was a simply byproduct of Microsoft choosing to prioritize i...

Microsoft is down this year on fears AI will disrupt Office. Goldman says buy the dip CNBC

急剧的板块轮动打击了ServiceNow（NOW）、汤森路透（TRI）、Intuit（INTU）和Snowflake（SNOW）等软件股，但分析师认为AI将增强而非全面取代许多现有企业。 责任编辑：张俊 SF065

Looking at the universe of stocks we cover at Dividend Channel, on 2/17/26, STERIS plc (Symbol: STE), Assurant Inc (Symbol: AIZ), and Kemper Corp (Symbol: KMPR) will all trade ex-dividend for their respective upcoming dividends. STERIS plc will pay its quarterly dividend of $0.6

Looking at the universe of stocks we cover at Dividend Channel, on 2/17/26, Oshkosh Corp (Symbol: OSK), Archer Daniels Midland Co. (Symbol: ADM), and Spectrum Brands Holdings Inc (Symbol: SPB) will all trade ex-dividend for their respective upcoming dividends. Oshkosh Corp will