周五美股成交额第1名英伟达收跌2.23%，成交293.69亿美元。消息称三星、SK 海力士面临 HBM4 产能、良率问题，或促使英伟达放宽要求。三星虽率先量产HBM4，但1c DRAM良率仅60%，月产能仅6-7万片；SK海力士初期产品可靠性测试或难达11Gbps。业内预计英伟达可能采购10.6Gbps等次高规格产品，放宽良率要求以稳定供应链。 此外分析师强调，在大型平台消化支出的同时，英伟达、 台积电 和Applied Digital将是超大规模企业增加AI资本支出的受益者。 第2名 特斯拉 收高0.09%，成交212.45亿美元。最新消息显示，在马斯克宣布SpaceX收购xAI“合二为一”后，与其往来的银行们正研究一项潜在融资方案，以降低他近年来累积的高额利息成本。 有数据显示，马斯克先前收购社交平台推特（现改名为“X”）以及创立人工智能公司xAI（该公司现持有X）时，累积了接近180亿美元的债务。 知情人士透露，银行们正在酝酿一项融资交易，预计将在年内晚些时候SpaceX可能进行的IPO前，减轻马斯克的债务负担。需要指出的是，这笔潜在的交易尚未最终敲定。 第3名 闪迪 收跌0.59%，成交146.32亿美元。该股本周累计上涨4.78%，为连续第九周录得涨幅。该公司日前正式推出创新开源工具SPRandom（SandiskPseudo-Random，闪迪伪随机），采用伪随机预处理方法并与I/O基准测试工具fio深度整合，帮助解决了企业级SSD基准测试中的预处理耗时难题，将超大容量SSD的预处理时间从数天、数周压缩至数小时，重新定义了企业级SSD测试的行业范式，为全行业技术升级注入新动力。 第4名 苹果 收跌2.27%，成交141.67亿美元。周五有报道称， 第8名 谷歌 A类股收跌1.06%，成交116.92亿美元。 第10名Palantir收高1.77%，成交64.41亿美元。该股本周累计下跌3.3%，为连续第五周录得跌幅。Palantir日前宣布获得美国国防信息系统局（DISA）一项重要授权，与此同时，知名投资人迈克尔·伯里对该股发表谨慎看法。 公司公告称，DISA已批准将其联邦云服务ForwardLevel5及ImpactLevel6临时授权扩展至本地及边缘端部署场景。这意味着Palantir技术栈——包括人工智能平台在内的多项核心产品——现可在任何硬件上实...

You Can Buy Love... (But It's Never Been More Expensive) U.S. adults will spend a record $29.1 billion on Valentine’s Day this year, according to estimates published by the National Retail Federation. You will find more infographics at Statista ">As Statista's (ironically named) Valentine Fourreau reports, this is up from last year’s $27.5 billion, with U.S. shoppers planning to spend $200 on average per person , up from $189 in 2025. You will find more infographics at Statista According to the NRF, Valentine’s Day was one of the annual events that shoppers tended to splash out the most on last year. Where the average per person expected spend for the date was $188.81, it was slightly higher for Easter ($189.26), and lower for graduation ($119.54), Halloween ($114.45), Independence Day ($92.44), the Super Bowl ($91.58) and St. Patrick’s Day ($43.64). A lot of Americans are expected to celebrate the day. This year, 55 percent of U.S. adults are forecast to mark Valentine’s Day. This is based on a survey of 7,800 U.S. adults conducted between January 2 and January 8, 2026. The most common gifts consumers plan to give this year are candy (cited by 56 percent of respondents), followed by greeting cards and flowers (both 41 percent). Outside of significant others, 58 percent of respondents plan on purchasing gifts for other family members such as kids, parents or siblings this year, while 35 percent will be buying gifts for their pets. Tyler Durden Fri, 02/13/2026 - 16:40

Grok, Elon Musk's AI chatbot, has been gaining ground in the U.S. over the past months, data showed, even as ‌it draws global censure and regulatory scrutiny after being used to generate a wave ‌of non-consensual sexualized images of women and minors. U.S. market share of the tool rose to 17.8% last month from 14% ​in December, and 1.9% in January 2025, according to data from research firm Apptopia. The increase bodes well for money-losing xAI, the Musk-owned startup behind Grok, which was launched about three years ago and has been spending aggressively to scale the infrastructure needed to stay competitive in Silicon Valley's artificial intelligence race.

Welcome to ETF IQ, a weekly newsletter dedicated to the $19 trillion global ETF industry. I’m Bloomberg News reporter and anchor Katie Greifeld . DIY ETFs There’s an ETF for everything, and it feels like everyone who’s anyone has their own. But let’s say you don’t. What’s an aspiring issuer to do? You could go about it the old-fashioned way and hire an entire ETF team, complete with traders, capital markets folks and lawyers — a time- and money-intensive process. Alternatively, you could turn to a white-label issuer to handle the minutiae of getting a new fund off the ground. White-labelers handle all the behind-the-scenes work — think legal, regulatory and operational processes — leaving you, the sub-advisor, free to focus on your portfolio. Unsurprisingly, many of the ETF industry’s newcomers have opted to partner with a white-label issuer to get their ideas off the ground, leading to massive growth in the space. Take Tidal Financial Group, one of the largest white-label firms. It was behind 162 ETF launches just last year, according to Tidal’s website — more than a third of the more than 360 funds the firm services overall. So where does that leave you, and your great idea for a new ETF? First, consider whether it’s truly a new idea, says Aga Kuplinska, Tidal’s senior vice president of product development. Derivatives-based, income-oriented ETFs are all the rage — meaning new entrants need to find the white space, she told me on Bloomberg Television’s ETF IQ: So when we would say no: it’s typically when something’s been done — or done multiple times. Okay, fair. But let’s say you have a novel strategy, and you’ve figured out what resources you might need from Tidal. How much will it cost to bring your ETF to life? There’s no hard-and-fast figure, Kuplinska said... It depends on the existing resources of the issuers. It can be anything from $250,000 per an ETF or up. It really depends. “Or up.” What factors drive the price up? Here’s Kuplinska: As the ETF invites ...

Amazon and Flock Safety have ended a partnership that would've given law enforcement access to a vast web of Ring cameras. The decision came after Amazon faced substantial backlash for airing a Super Bowl ad that was meant to be warm and fuzzy, but instead came across as disturbing and dystopian. The ad begins with a young girl surprised to receive a puppy as a gift. It then warns that 10 million dogs go missing annually. Showing a series of lost dog posters, the ad introduces a new "Search Party" feature for Ring cameras that promises to revolutionize how neighbors come together to locate missing pets. Read full article Comments

Key PointsRetirement savers tend to lean on IRAs and 401(k)s for the tax benefits.

anamejia18/iStock Editorial via Getty Images Grupo Cibest S.A. ( CIB ) is an interesting growth play in the global banking sector due to its combination of good growth prospects, high profitability, attractive valuation compared to Latam peers, and a high-dividend yield. Business Overview Grupo Cibest is a financial holding company based in Colombia, which was set up as part of the recent reorganization of Bancolombia into a simpler business structure. Grupo Cibest was created as a new parent company holding stakes in several entities across the group instead of being owned directly by Bancolombia. As banks are highly regulated, this new holding structure is expected to give more flexibility for the group to pursue M&A activity, perform share buybacks, and potential divestments in the future. Its current market value is about $20 billion, and its shares trade in the U.S. as an ADR on the New York Stock Exchange. Group structure (Grupo Cibest) The group is based in Colombia but is also present in some other Latin American countries, including Panama, El Salvador, and Guatemala. In these countries, the bank has entered the markets through acquisitions between 2007 and 2013. At the end of last September 2025 , Grupo Cibest’s total assets amounted to some $90 billion, and its loan book was around $68 billion, showing that the company has a relatively small size in the global banking sector. Its most important unit is Bancolombia, which is Colombia’s leading financial institution and has a long history, with some 150 years in operation offering banking services to individual and commercial customers throughout the country. It has a market share of about 28% regarding loans and 27% for deposits, showing its strong position in the banking market in Colombia. By segment, about 70% of its earnings are generated by Bancolombia, while other units have smaller weights within the group, and no one generates more than 10% of the group’s earnings. Regarding its growth strategy, it...

【有線新聞】青沙公路有的士與工程車相撞，一人受傷。 的士上午十時半左右沿青沙公路往尖沙咀駛至巴士廠附近，懷疑收掣不及撞向工程車，車頭摺曲，的士司機頸部受傷。差不多同一時間，一輛私家車及一輛的士駛至意外現場，因應交通情況收慢而發生碰撞。受事故影響，警方一度封閉部分路面。

Markel Lee Simmons The highly anticipated SpaceX ( SPACE ) initial public offering could be issued with two tiers of shares to give certain shareholders greater voting power. According to sources cited by Bloomberg, a dual listing would enable SpaceX ( SPACE ) CEO Elon Musk to maintain control of the company, mirroring his majority control over Tesla ( TSLA ) despite owning a minority stake in the company. As part of his recent trillion-dollar compensation package, Musk’s stake in Tesla ( TSLA ) would increase to 25%. An IPO offering dual-class shares is commonly employed among founder-led companies that want to maintain control without putting up a lot of capital. The shares are often structured to give the holder as much as double the votes as ordinary shares. The space exploration company is also adding board members to “help steer the IPO and drive Musk’s space ambitions beyond its core rocket and satellite business,” Bloomberg said, citing sources familiar with the matter. The IPO, targeted for the second half of 2026, is currently valued at ~$1.5 trillion, with proceeds expected to give the company as much as $50B to fund its Mars ambitions. More on SpaceX SpaceX-xAI Deal: Building America's New Icon SpaceX IPO's $700 Billion Valuation Increase Benchmarked By Rocket Lab RONB: With The SpaceX-xAI Merger, Musk Aims For The Stars But May Land In The Sun ULA investigates Vulcan rocket motor issue during Space Force launch Musk discusses interplanetary life, more, at xAI all-hands meeting amid founder turnover

Hyperscale Data ( GPUS ) has established an at-the-market equity program to sell up to ~$35.4M of its 13% Series D Cumulative Redeemable Perpetual Preferred Stock. The company intends to use a majority of net proceeds to acquire Bitcoin and potentially purchase precious metals, including gold, silver, and copper. A smaller portion of proceeds may be allocated to working capital and general corporate purposes, including potential repayment or refinancing of future debt or capital stock. GPUS shares down 8.6% post-market. More on Hyperscale Data Hyperscale Data reaffirms weekly Bitcoin buying as shares fall 5% Hyperscale Data bitcoin holdings rise to 539.59 Seeking Alpha’s Quant Rating on Hyperscale Data Financial information for Hyperscale Data

【有線新聞】政府舉行《一國兩制下香港維護國家安全的實踐》白皮書專題研討會。 行政長官李家超會上致辭指白皮書明確維護國家安全是一國兩制最高原則，也是全面準確、堅定不移、貫徹一國兩制方針應有之義，發揮了一錘定音作用。又說白皮書在重要時刻發布更具警示意義，提醒香港曾因國家安全中門大開，導致亂象不斷，必須深刻總結經驗教訓，對國家安全風險時刻警惕，全方位做好維護國家安全工作。 中聯辦主任周霽、駐港國安公署署長董經緯以及立法會全體議員都有出席研討會。主席李慧琼會後指，白皮書是國家重要舉措，疏理香港在維護國安的歷史和挑戰以及列出未來發展路向。 立法會主席李慧琼：「過去一段時間不少對於國安法抹黑或不符事實的報道，其實白皮書是正本清源，說了香港維護國家安全的歷史，亦都展望未來。我們在維護國家安全方面牢牢把握的一些規律，過去的判案是充分證明了我們維護國家安全在法治軌道上推進。」行政會議成員林健鋒：「最近有些案件亦清晰看到特區政府是依法辦事，並不是如一些外媒利用不實報道，香港其實法治在全世界排名很高，反觀一些提出疑問的法治排名都比較低。用一件事去演繹整個白皮書，有可能未夠全面或適當，特別是一個案件，那個時間我想是巧合。」

NY Dem running for Nadler seat left Palantir after allegedly making sexually explicit comments to colleague: report New York Post

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.05%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.18%. March E-mini S&P futures (ESH26 ) rose +0.03%, and March E-mini Nasdaq futures...

Longeveron Inc. ( LGVN ) has appointed Stephen H. Willard as chief executive officer, effective February 11, 2026. Willard succeeds Than Powell, who had been serving as interim CEO. More on Longeveron Seeking Alpha’s Quant Rating on Longeveron Historical earnings data for Longeveron Financial information for Longeveron

Power companies say they're better prepared for extreme weather, but challenges remain to electricity production as the state's demand grows (Image credit: Ron Jenkins)

Wall Street entered 2026 all-in — record-low cash, minimal hedging , maximum conviction. Six weeks later, a slew of consensus trades are misfiring. AI was supposed to be the can’t-miss trade. Instead, it became the threat — not to the companies building it, but to the asset-light businesses it could replace. Software firms, wealth managers, brokers, tax advisers — across the white-collar world, a decade of margin expansion repriced in weeks, sending shock waves through private debt markets loaded with loans to the same companies. This week crystallized the damage. The S&P 500 headed for its worst stretch since November before Friday’s rebound on a benign inflation print, with AI disruption fears cascading through markets of all stripes. But the pain didn’t stop at stocks. Gold whipsawed, briefly dipping below $5,000 Thursday before recovering to end the week higher. Silver swung 11% in a single session. Bitcoin , still nearly half off its October high, briefly sank below $66,000. Even in credit, the consensus bet broke down: junk bonds, while roughly flat, lagged investment grade by the widest margin in months. Across asset classes, the favored trades are losing to the unfavored ones — fast. Two forces are making it worse. One is positioning. Bank of America Corp.’s January investor survey found cash at a record low of 3.2%, with nearly half of managers holding no downside protection, the least since 2018. The other is the web of leverage linking seemingly unrelated portfolios, where a liquidation in one corner fuels selling in another. The trades nobody wanted — energy , staples, Treasuries — are leading the year. The favorites are trailing the underdogs. The consensus coming into 2026 has gone wrong in six weeks flat. The crowding that caused it is putting portfolio managers on high alert. “The big risk here is additional vol-shock type episodes,” said James Athey , a portfolio manager at Marlborough Investment Management. “Everything looks highly correlated and t...

Matt Weston wins the first medal for Team GB at the 2026 Winter Olympics, taking home the men's skeleton gold at Milan-Cortina.

Bet_Noire/iStock via Getty Images The significant negative revisions to EV buildout plans have forced many would-be suppliers to rethink their strategies. BorgWarner ( BWA ) has chosen to embrace a flexible approach where it maintains its capabilities in EV powertrain components while looking for other market opportunities. The company has started picking up hybrid vehicle awards but surprised the Street with a sizable partnership that targets data center power supply with its preexisting portfolio offerings. Although BorgWarner did reasonably well in the fourth quarter, it was the data center power announcement that spiked the shares, driving a 22% single-day move and over 50% appreciation since my last article . I’m concerned that data center hype and elevated expectations will bring quite a bit more volatility into the share price, particularly as deliveries won’t start until 2027 and it will take time to scale up the business. On the other hand, BorgWarner is finally getting more of its due, and I see upside to expectations in both the core auto supply and emerging data center businesses. A Beat, With Particular Strength in Margins Stronger-than-expected build rates in the fourth quarter, particularly in North America, already biased auto suppliers like BorgWarner to outperform on revenue in the fourth quarter, but management did particularly well on margins. Revenue rose 4% as reported and 0.8% in organic terms, good for a 1.5% beat versus the Street. While other auto suppliers have done even better, BorgWarner has been held back (and underperformed underlying production) due to headwinds from canceled EV programs, particularly in the battery business. Gross margin improved 60 bp yoy and 200 bp qoq to 20.5%, beating by 150 bp, with the company seeing some benefits from compensation from OEM partners on those EV programs that are underperforming, pushed out, or canceled altogether. Adjusted operating income rose 21%, with margin up almost two points to 12%, beat...

Source: Bloomberg, 5:13

Japanese Prime Minister Sanae Takaichi’s landslide electoral victory on Sunday signals a troubling shift: Japan’s unsettling turn to the right. In a post-US-led world order, safeguarding Japan’s security will require reaffirming, not abandoning, its post-war pacifist constitution. At the recent World Economic Forum annual meeting at Davos, Canadian Prime Minister Mark Carney made a telling admission about the US-led international rules-based order: it was never truly fair. Canada benefited from...