Core Viewpoint - Equinor ASA announced a cash dividend of USD 0.37 per share for the third quarter of 2025, reflecting the company's ongoing commitment to returning value to shareholders [1]. Group 1: Dividend Announcement - The cash dividend per share for the third quarter of 2025 is set at USD 0.37 [1]. - The NOK equivalent of the cash dividend is calculated based on the average USDNOK fixing rate from Norges Bank, which was 9.5267, resulting in NOK 3.5249 per share [1]. Group 2: Payment Details - The cash dividend will be paid on 27 February 2026 to shareholders on the Oslo Børs and to holders of American Depositary Receipts (ADRs) on the New York Stock Exchange [2]. - This announcement complies with the Continuing Obligations and the disclosure requirements of the Norwegian Securities Trading Act [2].

Core Viewpoint - Equinor ASA announced a cash dividend of USD 0.37 per share for the third quarter of 2025, reflecting the company's ongoing commitment to returning value to shareholders [1]. Group 1: Dividend Announcement - The cash dividend per share for Q3 2025 is set at USD 0.37 [1]. - The corresponding NOK cash dividend per share is calculated to be NOK 3.5249, based on the average USDNOK fixing rate of 9.5267 from Norges Bank [1]. - The record date for the dividend is 17 February 2026, with the payment scheduled for 27 February 2026 [2]. Group 2: Payment Details - The cash dividend will be paid to shareholders on Oslo Børs and to holders of American Depositary Receipts (ADRs) on the New York Stock Exchange [2]. - This announcement complies with the Continuing Obligations and the disclosure requirements of the Norwegian Securities Trading Act [2].

Group 1 - Enel plans to increase its investments by 10 billion euros, bringing the total to approximately 53 billion euros ($63 billion) for the period of 2026-2028 [1] - The company announced a new share buyback program worth 1 billion euros, set to be executed by the end of July [1]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting with competent advisors before making any financial decisions, particularly in relation to investments in cryptocurrencies and CFDs [1]. Group 1 - The website provides general news, personal analysis, and third-party materials intended for educational and research purposes [1]. - It explicitly states that the information should not be interpreted as a recommendation or advice for investment actions [1]. - The accuracy and reliability of the information are not guaranteed, and users are cautioned against relying solely on the content provided [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and CFDs, which carry a high risk of losing money [1]. - Users are encouraged to conduct their own research and fully understand the risks involved before investing in any financial instruments [1].

Core Insights - AIxCrypto Inc. has launched Season 2 of its AIxC Hub, introducing updated engagement mechanics and new features aimed at enhancing AI agent-driven experiences within the ecosystem [1] - The company has seen significant growth in its social media presence, with its official X account reaching 53,417 followers and a 94% increase in engagement rates, alongside total impressions nearing 600,000 [1] - AIxCrypto is refocusing its strategy on Real-World Assets (RWA) and Embodied AI (EAI), transitioning away from certain initiatives to enhance operational focus and capital discipline [1] Company Developments - The launch of Season 2 of AIxC Hub marks a new phase in the company's ecosystem evolution, with additional details on engagement and rewards to be released soon [1] - The strategic refinement includes a concentration of resources on FFAI EAI initiatives, such as intelligent electric vehicles and AI robotics, while discontinuing the BesTrade AI Agent and Digital Asset AI Management modules [1] - AIxCrypto aims to leverage high-quality, multimodal real-world behavioral data to develop AI-integrated blockchain applications, connecting on-chain systems with real-world signals [1] Strategic Outlook - The company is positioned at the intersection of AI, RWA, and crypto infrastructure, focusing on building compliant asset rails to facilitate the integration of real-world assets into blockchain systems [1] - AIxCrypto's goal is to enable smarter AI-native financial and consumer applications, creating practical utility for users, partners, and shareholders [1] - The company emphasizes its commitment to enhancing its core infrastructure objectives while aligning execution efforts with areas of long-term relevance [1]

Core Viewpoint - European stocks are anticipated to open lower due to the impact of U.S. President Donald Trump's new global tariffs policy, which has raised concerns about inflation and global growth [1][4]. Group 1: Market Reactions - The U.K.'s FTSE index is projected to open 0.2% lower, Germany's DAX down 0.7%, France's CAC 40 down 0.4%, and Italy's FTSE MIB down 0.45% [2]. - European markets had previously ended the last week higher following a Supreme Court ruling against a significant portion of Trump's tariffs, but the announcement of a new 15% global levy has reversed this trend [2]. Group 2: Tariff Details - Trump announced a new blanket global tariff of 15%, an increase from the previous 10%, stating that it would be "effective immediately" [3]. - The President indicated that further levies could be introduced in the future, emphasizing the need for retribution against countries he claims have been taking advantage of the U.S. [3]. Group 3: Stock Market Impact - U.S. stock futures declined as the new tariffs contributed to market uncertainty regarding inflation and global economic growth [4]. - In contrast, Asia-Pacific markets experienced gains despite the uncertainty surrounding the tariffs [4].

Group 1 - Asian stocks experienced broad gains on Monday, indicating a positive market sentiment despite ongoing trade uncertainties [1] - South Korea and Taiwan achieved record highs in their stock markets, showcasing strong investor confidence [1]

Core Insights - Exosens has exceeded its 2025 revenue guidance with a strong growth of 22.1%, reaching €468.2 million, primarily driven by robust demand in the Defense and Surveillance sectors, which accounted for 75% of total revenue [4][13] - The company has demonstrated significant profitability improvements, with adjusted EBITDA increasing by 26.6% to €151.6 million, achieving a sector-leading margin of 32.4% [4][35] - Exosens is targeting continued double-digit growth in 2026, with projected revenue between €520 million and €540 million and adjusted EBITDA between €168 million and €178 million [46][52] Financial Performance - Revenue for 2025 was €468.2 million, up from €383.4 million in 2024, reflecting a 22.1% increase [10][13] - Adjusted gross margin rose to €234.0 million, a 24.2% increase from €188.4 million in 2024, with the margin percentage improving to 50.0% [31][10] - Net profit from continued operations more than doubled to €70.2 million, a 106.0% increase compared to €34.1 million in 2024 [38][39] Business Segments - Amplification revenue reached €319.2 million, representing 68% of total sales, with an 18.4% growth driven by increased demand for night vision applications [14][13] - Detection & Imaging revenue grew by 28.0% to €150.5 million, supported by acquisitions and strong performance in Defense and Surveillance markets [21][13] - The company completed three acquisitions in 2025, enhancing its capabilities in Surveillance and expanding its technology portfolio [7][19] Market Dynamics - The Defense sector is experiencing heightened demand for night vision technologies, particularly due to geopolitical tensions and evolving military requirements [15][16] - Exosens has secured significant contracts, including a €500 million deal with OCCAR for supplying night vision tubes to the German armed forces [16][7] - The company is investing €37 million to expand production capacity by 40% by 2027, targeting growth in both European and U.S. markets [17][46] Innovation and R&D - Exosens launched a breakthrough 5G image intensifier tube, improving performance benchmarks in night vision technology [18][7] - R&D expenses increased by 19.8% to €35.7 million, reflecting the company's commitment to innovation in imaging technologies [41][10] - The company is focused on developing advanced imaging systems for various sectors, including Defense, Industrial Control, Life Sciences, and Nuclear [41][7] Strategic Outlook - Exosens aims for medium-term organic revenue growth in the mid-teens and adjusted EBITDA growth above 15% [48][47] - The company plans to maintain a disciplined approach to capital allocation, focusing on long-term value creation through targeted acquisitions [50][51] - A proposed cash dividend of €0.30 per share for the 2025 fiscal year reflects the company's commitment to returning value to shareholders [45][51]

Core Insights - Novartis will present data on Rhapsido (remibrutinib), a selective oral Bruton's tyrosine kinase inhibitor, at the AAAAI Annual Meeting, focusing on its use in chronic spontaneous urticaria (CSU) and potential for peanut allergy treatment [1][2][3] Group 1: Clinical Data and Trials - New analyses from Phase III REMIX-1 and REMIX-2 trials will be presented, highlighting Rhapsido's impact on disease control and early symptom relief in CSU [2][6] - The first Phase II data on remibrutinib for IgE-mediated peanut allergy will be featured, with plans for a Phase III program in food allergy set for 2026 [2][3][6] - Positive topline results from the CIndU Phase III RemIND trial were announced, with FDA submission for symptomatic dermographism completed in Q4 2025 [4] Group 2: Regulatory and Market Potential - Regulatory reviews for remibrutinib in CSU are ongoing in regions including the European Union and Japan, indicating a strong commitment to expanding its market presence [3][4] - Novartis aims to address unmet needs in immune-mediated diseases, emphasizing the importance of innovative therapies for patients with limited alternatives [3][4] Group 3: Presentation Details - Accepted abstracts for presentation at the AAAAI include studies on the efficacy and safety of remibrutinib for peanut allergy and analyses from the REMIX studies on CSU [5][6] - Specific presentation times and formats are outlined, including oral and poster sessions scheduled from February 27 to March 1, 2026 [5][6]

Core Viewpoint - Investors are selling off software stocks due to fears over AI disruption, creating buying opportunities for high-quality businesses [1] Group 1: Company Overview - Doximity, a social feed and software provider for doctors, has seen its stock fall by 66% in the past year, trading close to an all-time low [2] - The company has a market cap of $4.7 billion, with a current stock price of $25.57 and a 52-week range of $23.66 to $76.51 [3] - Doximity began as a social network for medical professionals, allowing them to receive healthcare news and collaborate in a HIPAA-compliant manner [3] Group 2: Business Model - Doximity generates revenue through sponsorships from pharmaceutical companies, with 126 customers spending over $500,000 annually on the platform [4] - Approximately 85% of physicians in the U.S. use Doximity, indicating a strong market presence with little competition [4] Group 3: Growth Potential - The company is expanding into new software tools, including the DoxGPT AI assistant, which is expected to increase user engagement and revenue over time [5] - Revenue growth has been significant, increasing by 448% since March 2020, although it has slowed to 10% year-over-year growth last quarter [7] - Doximity has a strong EBIT margin of 38.5%, indicating best-in-class profitability for a software provider [8] Group 4: Investment Consideration - With a price-to-earnings ratio of 21, Doximity may present a growth stock opportunity amidst the current software market dip driven by AI fears [8]