Market Overview - The U.S. stock market showed mixed results with the Dow Jones up by 0.46%, while the Nasdaq fell by 0.31% and the S&P 500 increased by 0.09% [1] - Major tech stocks experienced varied performance, with Nvidia rising by 0.7% and Amazon and Apple both declining by over 1% [3] Semiconductor Sector - Storage concept stocks continued to perform well, with Seagate Technology rising by 11%, Western Digital by over 8%, SanDisk by over 8%, and Micron Technology by over 3% [3] - Micron Technology announced that its new NAND flash wafer plant is on track to begin shipments in the second half of 2028, with HBM4 customer shipments expected to increase in the first quarter of 2028, one quarter ahead of schedule. The CFO indicated that market demand exceeds supply, and this tight supply situation is expected to persist until after 2026 [3] Retail Sector - Major U.S. retailers saw collective gains, with Walmart rising over 2% to reach a historical high, Macy's up nearly 4%, Kohl's up nearly 3%, and Ross Stores up over 2% [4] - McDonald's reported a 9.5% year-over-year revenue increase to $7 billion for the fourth quarter, with adjusted earnings per share of $3.12, exceeding expectations [4] Software Sector - Software stocks faced significant sell-offs, with Cisco's stock plummeting over 9%, marking its largest drop in 2023. Despite an increase in AI demand leading to an upward revision of annual guidance, the gross margin guidance for the current quarter fell short of expectations [4] - Other software stocks showed mixed results post-earnings, with Fastly surging over 60%, HubSpot up over 10%, and Applovin dropping over 14% [4][5] Chinese Stocks - Chinese stocks listed in the U.S. experienced a collective decline, with the Nasdaq Golden Dragon China Index falling by 1.4%. Tencent Music dropped nearly 6%, while other companies like Huya, Boss Zhipin, and Beike fell over 4% [6] Commodity Market - Precious metals saw a decline, with spot gold down by 0.37% at $5065 per ounce and spot silver down by 1.43% at $83 per ounce [8] - International oil prices also fell, with Brent crude futures down about 1% to $68.75 per barrel and WTI crude futures down about 1% to $63.99 per barrel [8] Cryptocurrency Market - The majority of cryptocurrencies saw an increase, with Bitcoin rising by 0.96%, remaining below $68,000. In the last 24 hours, 118,000 individuals experienced liquidations [10][11]

入选了2026年格隆汇"全球视野"十大核心资产名单的沃尔玛(WMT.US)盘中涨近3%，报132.43美元，创 历史新高，市值再度突破1万亿美元，跻身通常由大型科技企业主导的"万亿美元俱乐部"。今年以来， 沃尔玛股价累计上涨近19%，明显跑赢同期标普500指数约1.5%的涨幅。 ...

The fourth quarter earnings season is entering the final stretch. As of Feb. 13, 74% of S&P 500 (^GSPC) companies have reported results, according to FactSet data, and blended earnings growth — meaning a combination of reported results from companies and projected profits from analysts — stands at 13.2%. If that growth rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the index and the fifth consecutive quarter of double-digit growth. Heading into the reporting p ...

Investing in dividend-paying stocks has its virtues. The payments can provide a regular source of income through various economic times. But you have to dig deeper to determine if the company can sustain its payouts. If they're tenuous, that could signal woes for the firm. Turning this analysis to individual stocks, two venerable retailers, Walmart (NASDAQ: WMT) and Macy's (NYSE: M), both pay dividends. Will AI create the world's first trillionaire? Our team just released a report on the one little-known ...

2月11日 广州开发区控股集团 （以下简称"广开控股"） 与沃尔玛（中国）投资有限公司 正式签署合作协议 成功引进 黄埔首家山姆会员商店项目 入驻旗下产业园新地标 ——广开云领科技城 △签约现场 黄埔山姆会员商店项目规划建筑面积约2.2万平方米，预计2028年开业。 项目以"第四代山姆会员商店"为定位，立足于广开云领科技城"智能制造+科研办公"属性，引入全球精选商品、高端会员服务等特色业态，同步设立云仓 整合周边资源，打造辐射服务黄埔及周边的地标性仓储式会员制超市，引领片区商业迭代升级。 △黄埔山姆会员商店效果图，以实际建设为准 携手行业标杆 赋能片区能级跃升 山姆会员商店作为沃尔玛旗下定位高端、选址标准严苛的会员制商店，凭借全球严选商品、差异化供应链和沉浸式购物体验深受消费者喜爱，目前已在全 国30余座城市布局了超60家门店。 黄埔山姆会员商店项目的成功落地启动，是广开控股积极响应广州培育建设国际消费中心城市号召，践行国企担当，助力优化营商环境、服务区域高质量 发展的重要举措。 △黄埔山姆会员商店效果图，以实际建设为准 广开控股首席园区运营官吴晓煌表示，随着山姆会员商店的成功引入，广开控股也将在商业消费领域 ...

Core Points - Walmart Inc. will release its fourth quarter earnings results on February 19, 2026, at 6 a.m. CST, followed by a live conference call at 7 a.m. CST [1] - The company reported a fiscal year 2025 revenue of $681 billion and employs approximately 2.1 million associates worldwide [1] - Walmart's third quarter revenue was $179.5 billion, reflecting a growth of 5.8%, or 6.0% in constant currency [1] - Global eCommerce sales increased by 27%, driven by store-fulfilled pickup and delivery services [1] - The global advertising business grew by 53%, with Walmart Connect in the U.S. up by 33% [1] - Membership and other income rose by 9.0%, including a 16.7% increase in membership income [1] - Walmart's gross margin rate increased by 2 basis points, primarily due to performance in Walmart U.S., although partially offset by international operations [1] - The company announced it will transfer its stock exchange listing to Nasdaq, effective December 9, 2025, while retaining its ticker symbol "WMT" [1]

Core Viewpoint - Estée Lauder has filed a lawsuit against Walmart, accusing the retail giant of selling counterfeit products from its brands, including Aveda, Clinique, La Mer, Le Labo, and Tom Ford, through its official website [2][3] Group 1: Lawsuit Details - The lawsuit claims trademark infringement, sale of counterfeit goods, and false origin labeling by Walmart, which allegedly uses Estée Lauder's trademarks for search engine optimization to attract traffic and profit [2] - Estée Lauder has tested some of the suspected counterfeit products and confirmed they were not produced by the company, accusing Walmart of insufficient oversight of product authenticity on its website [3] - The company seeks unspecified economic damages and an injunction to prevent Walmart from selling the alleged counterfeit products [3] Group 2: Consumer Reactions - Many Chinese consumers have expressed dissatisfaction on social media, claiming to have purchased suspected counterfeit skincare products from Walmart and Sam's Club [4] - Some consumers reported buying products at prices lower than those at official stores, leading to suspicions of counterfeit goods [6] Group 3: Financial Performance - Estée Lauder's fragrance business is experiencing growth, particularly among Gen Z consumers, with a 6% increase in net sales to $4.2 billion in Q2 of FY2026, driven by skincare and fragrance categories [5] - The skincare segment, supported by brands like La Mer and The Ordinary, has the highest sales contribution, while the fragrance segment also saw a 6% increase, led by Le Labo and Tom Ford [5] Group 4: Impact on Brands - The presence of counterfeit products could divert target customers and impact the sales of genuine products, potentially diminishing the brand's established premium pricing [5][7] - Estée Lauder's sales are reliant on diverse channels, including Walmart, and the sale of counterfeit products by Walmart could significantly affect Estée Lauder's performance in overlapping markets [7] Group 5: Walmart's Business Overview - Walmart's retail business in the U.S. generated $462.4 billion in revenue, accounting for 67.9% of total revenue, with significant contributions from its Sam's Club segment [8] - Walmart's sales in China reached approximately $20.3 billion in FY2025, marking a new high, with Sam's Club contributing positively to this growth [8]

2月11日，广州开发区控股集团（以下简称"广开控股"）与沃尔玛（中国）投资有限公司正式签署合作 协议，引进黄埔首家山姆会员商店项目入驻旗下产业园新地标——广开云领科技城。 沃尔玛（中国）华南区地产开发总监张杨表示："我们坚定看好黄埔发展前景，这里产业集聚、人才荟 萃、营商环境优越，我们将全力以赴把黄埔山姆打造成标杆项目，把最新的门店形象、最优的商品组合 和最好的会员服务带到黄埔，为广大市民带来更安心、便捷、高品质的购物体验，为区域经济发展和民 生改善贡献力量"。 相关附件 黄埔山姆会员商店项目规划建筑面积约2.2万平方米，预计2028年开业。项目以"第四代山姆会员商 店"为定位，引入全球精选商品、高端会员服务等特色业态，同步设立云仓整合周边资源，打造辐射服 务黄埔及周边的地标性仓储式会员制超市，引领片区商业迭代升级。 广开控股首席园区运营官吴晓煌表示，项目在填补片区高端商业空白之余，也同步推动所在区域列入广 州市级商业中心范围，未来有望吸引更多高端商业、产业资源要素聚集，赋能片区从"产业重镇"向"综 合新城"迈进。 ...

Walmart Inc. (NASDAQ:WMT) is included among the 13 Best Roth IRA Stocks to Buy Now. Walmart Inc. (WMT) Price Target Increased at Oppenheimer as Firm Eyes Solid Q4 On February 9, Oppenheimer analyst Rupesh Parikh increased his price recommendation on Walmart Inc. (NASDAQ:WMT) to $140 from $125 and maintained an Outperform rating ahead of the company’s quarterly results. The firm raised its Q4 EPS estimate toward the upper end of management’s guidance, citing expectations for a strong holiday season, stead ...

Core Insights - The article discusses various significant corporate announcements and developments, including leadership changes, financial results, and strategic initiatives across multiple industries. Group 1: Leadership Changes - The founder of Pang Donglai, Yu Donglai, announced his retirement effective after the Lunar New Year, transitioning to an advisory role with decision-making now handled by a committee [2] - Two co-founders of xAI, Jimmy Ba and Wu Yuhua, have left the company, marking a significant talent drain as six out of twelve co-founders have departed since its inception [6][6] Group 2: Financial Performance - NetEase reported a total revenue of 112.6 billion yuan for 2025, with R&D investment reaching 17.7 billion yuan, marking six consecutive years of over 10 billion yuan in R&D [11] - Heineken announced a global workforce reduction of 5,000 to 6,000 employees and lowered its 2026 operating profit growth forecast to 2% to 6%, down from a previous estimate of 4% to 8% [13] - Yonghui Supermarket's CEO reflected on past mistakes in prioritizing scale over quality, announcing plans to close nearly 400 low-quality stores and distribute nearly 50 million yuan in profit sharing to employees in 2025 [10] Group 3: Strategic Initiatives and Investments - Meta plans to invest over $10 billion in a new data center in Indiana, which will create approximately 4,000 construction jobs and over 300 operational positions [10] - Zhiran Medical completed a 300 million yuan A+ round of financing to advance large-scale clinical trials and product iterations in brain-machine interface technology [14] - Runway, an AI video generation startup, raised $315 million in E round financing, bringing its valuation to approximately $5.3 billion, with plans to accelerate the development of next-generation models [15] Group 4: Market Developments - The global gaming market saw player spending reach $7.1 billion in January, with "Honor of Kings" topping the revenue charts [20] - In January, China's power battery installation volume was 42.0 GWh, showing a year-on-year increase of 8.4% despite a month-on-month decline [20]