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X @Wendy O
Wendy O· 2026-02-11 20:35
$XRP didn't even move on the Goldman Sachs news... https://t.co/3lYnyK3D4YWendy O (@CryptoWendyO):TODAY: Goldman Sachs disclosed crypto ETF exposure including BTC, ETH, XRP, and SOL, and was represented at today’s White House talks on stablecoin yield.Source: Eleanor Terrett https://t.co/cp2tRayCAM ...
They Sold. You Should Too.
Digital Asset News· 2026-02-11 18:50
Goldman Sachs sold which is no surprise but what is surprising is people demonizing the sale. I say good for them. You should follow their lead AT SOME POINT and TAKE SOME PROFITS NEXT TIME! The links below may include affiliate links, which means I may receive a commission at no cost to you if you make a purchase through a link. You DO NOT have to use the links but you will not receive any bonus if offered. Not investment advice. Crypto investing and trading involves risk of loss. ●▬▬▬▬▬▬CRYPTO CRITICAL VI ...
X @Wendy O
Wendy O· 2026-02-11 18:30
Crypto things you might have missed:-IRS Employees owe $50M in unpaid taxes-Crypto and Banks will "COMPROMISE."-Goldman Sachs holds $2.4B crypto ($153M XRP)-Robinhood launches L2 Link oracles-CZ: AI agents will transact millions in crypto-Grayscale attends Ripple event ...
Surviving the SaaS-pocalypse: JPMorgan’s 3 Top Cyber Stocks Ready to Surge
Yahoo Finance· 2026-02-11 17:56
Core Insights - Anthropic's release of 11 new plug-ins for its Claude Cowork AI tool has triggered a significant sell-off in SaaS stocks, resulting in a loss of nearly $1 trillion in market value over six days [2] - Concerns regarding AI disruption have led to sharp declines in shares of companies like Salesforce and Workday, although the panic has since subsided, with industry leaders suggesting that many companies will adapt successfully [3] - JPMorgan has identified CrowdStrike, Palo Alto Networks, and Zscaler as long-term winners in the face of AI-driven cyber threats [8] Company-Specific Insights - CrowdStrike's AI-native Falcon platform is recognized for its resilience against broader software sector fears, with JPMorgan maintaining an Overweight rating on the stock [4] - In fiscal 2026 Q3, CrowdStrike reported $1.35 billion in annual recurring revenue from its Falcon Flex offering, indicating strong customer adoption and high-priority enterprise spending in security operations [5] - Analysts project CrowdStrike's fiscal 2026 revenues to be between $4.797 billion and $4.807 billion, with non-GAAP earnings expected to be $3.70 to $3.72 per share, reflecting a 1.1% increase in earnings estimates over 60 days [6] - CrowdStrike is expected to benefit from AI-enabled efficiencies, high switching costs, and multi-year contracts, with analysts forecasting a 16.8% earnings expansion in 2026 [7] - Palo Alto Networks reported a 16% revenue growth to $2.47 billion in fiscal Q1, with operating margins exceeding 30% for two consecutive quarters [8] - Zscaler's emerging products have surpassed $1 billion in combined annual recurring revenue [8]
Goldman Sachs Likes ServiceNow’s (NOW) “Robust Expansion Opportunities in New Domains”
Yahoo Finance· 2026-02-11 16:57
Core Insights - ServiceNow Inc. has been added to Goldman Sachs' US Conviction List, with expectations of 20% YoY organic growth through 2029 due to robust expansion opportunities in new domains [1][8] - The company reported Q4-2025 results showing total revenue growth of 20.5% YoY to $3.6 billion, with subscription revenue growing 21.0% YoY to $3.5 billion [2] - Management anticipates subscription revenue growth of 20.5%-21.0% for 2026, driven by strategic partnerships [3] Financial Performance - Total revenue increased from $3.0 billion to $3.6 billion, marking a 20.5% YoY growth [2] - Subscription revenue rose from $2.9 billion to $3.5 billion, reflecting a 21.0% YoY increase [2] - Current remaining performance obligations grew from $10.3 billion to $12.9 billion, a 25.0% YoY increase, while remaining performance obligations increased from $22.3 billion to $28.2 billion, a 26.5% YoY growth [2] Strategic Initiatives - ServiceNow announced two strategic partnerships on January 28, one with Fiserv for AI-embedded solutions in financial services and IT service management, and another with Panasonic Avionics for AI-driven customer relationship management [3] - The company has two acquisitions planned, including Armis for AI cybersecurity and Veza for enhancing AI-driven workflow capabilities, both expected to close in the first half of 2026 [4] Company Overview - ServiceNow Inc. provides cloud-based and AI-embedded end-to-end workflow automation solutions for enterprises, founded in June 2004 and located in Santa Clara, California [5]
X @The Block
The Block· 2026-02-11 15:31
RT James Hunt (@humanjets)ICYMI: Here's a quick news recap from today's Asia & EMEA sessions @TheBlock__ 👇🏛️ The White House meeting on stablecoin yield ended without a clear resolution as attendees clashed on broader restrictions set out by the banking sector.📉 Bitcoin, Ethereum, and other major cryptocurrencies slid further early Wednesday as traders digested a more hawkish macro outlook.💸 Goldman Sachs reduced its holdings of spot bitcoin and ether exchange-traded funds in the fourth quarter of 2025, acc ...
Evercore ISI Cuts T. Rowe (TROW) Price Target to $106, Flags Equity Outflows as Key Concern
Yahoo Finance· 2026-02-11 15:01
Core Insights - T. Rowe Price Group, Inc. (NASDAQ:TROW) is recognized among the Dividend Champions, Contenders, and Challengers List, highlighting its strong dividend yield [1] - Evercore ISI has reduced its price target for T. Rowe Price from $116 to $106, citing equity outflows as a significant concern despite the quarter meeting expectations [2] - The company reported $1.78 trillion in assets under management at the end of Q4 2025, reflecting over 10% growth year-to-date, despite experiencing $56.9 billion in net outflows [3] Group 1: Financial Performance - T. Rowe Price's CEO Robert Sharps indicated that the firm is gaining traction in its strategic priorities and remains confident in its long-term plans [3] - The company has shown strong long-term results in fixed income and its Target Date franchise, with improving performance across key investment strategies [4] Group 2: Strategic Initiatives - T. Rowe Price has formed a collaboration with Goldman Sachs to explore wealth and retirement opportunities, launching co-branded model portfolios [4] - In January, T. Rowe Price announced a strategic partnership with First Abu Dhabi Bank, further expanding its market reach [4] Group 3: Product Development - The company launched 13 ETFs in 2025, increasing its total ETF lineup to 30 and surpassing $21 billion in ETF assets [5] - T. Rowe Price achieved a first close on a firm-managed private equity fund in early 2026, while OHA recorded over $16 billion in fundraising for the second consecutive year [5]
X @TylerD 🧙‍♂️
TylerD 🧙‍♂️· 2026-02-11 13:09
The Morning Minute (2.11)Powered by @yeet⏰Top News:-Crypto majors fall 2-3% ahead of jobs report; BTC at $67,300-Layer Zero announces Zero chain with major backing and partnerships-SBF requests new trial after firing attorney, claims new evidence-Robinhood crypto revenue slows, prediction market growth 4x’s-Polymarket announces attention marketes powered by Kaito AI🌎 Macro Crypto and Markets-Crypto majors are red down 2-3% ahead of today’s jobs report; BTC -2% at $67.1K; ETH -2% at $1,960; SOL -3% at $81; X ...
Hasbro Inc. (NASDAQ:HAS) Surges After New Price Target and Impressive Earnings
Financial Modeling Prep· 2026-02-11 07:06
Core Insights - Hasbro Inc. has seen its stock price reach a six-year high following a new price target set by Goldman Sachs and a strong fourth-quarter earnings report [1][4] - Goldman Sachs analyst Stephen Laszczyk raised Hasbro's price target to $114 from $88, indicating a potential increase of 9.62% from the current trading price of $104 [1][4] - The company's revenue for the fourth quarter increased by 31% year-over-year, totaling $1.45 billion, driven by new licensing agreements for franchises like Harry Potter and Voltron [2][4] Financial Performance - Hasbro's adjusted earnings per share rose to $1.51, up from $1.04 in the same period of 2024, exceeding analysts' expectations [3][4] - The company's market capitalization is approximately $14.6 billion, with a trading volume of 6,076,853 shares [3] - The stock reached a high of $105.35, marking its highest price over the past year [3]
Is The Bitcoin Crash Over? (buy now or wait)
Altcoin Daily· 2026-02-11 00:02
I actually think there's a reasonable chance we saw the bottom last week at 60,000 and there's a couple of reasons for that. >> I'm buying. >> Buying just buying.>> Pumped. >> Okay. >> I didn't think I was going to get another at bat like this.>> Bitcoin is starting to emerge as an asset that can be used as collateral. >> So much is happening with crypto in the last 24 hours, including financial giant Goldman Sachs disclosing they hold billions of dollars worth of crypto. This was part of their 13F holdings ...