Key Takeaways Citi Nears Further Banamex Divestiture Citigroup (C) is reportedly nearing a deal to sell stakes in its Mexican consumer banking arm, Banamex, to private equity giant Blackstone (BX) and the Co-CEOs of Televisa (TV). This move follows a successful $2.3 billion sale of a 25% stake to Mexican billionaire Fernando Chico Pardo in late 2025. The anticipated release of DeepSeek V4, a new large language model from the Chinese AI firm, has sent ripples through the technology sector. Analysts at CNBC w ...

Core Viewpoint - Akamai Technologies, Inc. is facing challenges despite strong Q4 performance, with future guidance not meeting market expectations, leading to a decline in stock price [2][6]. Financial Performance - Q4 revenues reached $1.09 billion, reflecting a 7.4% year-over-year increase [2][6]. - GAAP net income decreased to $85.1 million or 58 cents per share, down from $139.9 million or 91 cents per share in the previous year [4]. Future Guidance - The company's Q1 EPS guidance is projected between $1.50 and $1.67, while FY26 EPS guidance is between $6.20 and $7.20, both falling short of market expectations [2][6]. - Akamai projects 2026 revenue to be between $4.4 billion and $4.55 billion, exceeding Wall Street predictions [5]. Segment Performance - The Cloud Infrastructure Services (CIS) segment saw a significant revenue increase of 45% year-over-year, reaching $94 million, driven by demand for ISV solutions, IaaS, storage customers, and AI-related services [3][6]. - Security revenue increased by 11%, supported by demand for the Guardicore Segmentation platform and API security offerings [4]. Market Reaction - Following the guidance announcement, Akamai's stock experienced a 14.07% decline, equating to a $15.42 drop, with a trading volume of 15,779,607 shares [5][6]. - Goldman Sachs maintained a "Sell" rating on Akamai, adjusting the stock's price target to $76 [1].

当前依然是正值新春佳节，还是要跟大家说一声新春愉快！马年万事如意，马到功成，投资一切顺利！ 春节假期国内外还是发生了一系列大事，但是没看到什么现象级别事情发生。重点还是美国政策变化、机器人、黄金和地区局势和AI应用。 这个春节，主要是前期大家都是进行了潜伏，都是潜伏为了节后红包，所以我个人倾向于在周二大盘和板块个股要是有冲高上涨，需要进行节前的红包落 袋一部分，进行一部分的减仓。 1、机器人春晚再度霸屏和引爆海内外！但从港股走势来看，偏向短期脉冲，不好再度买入 机器人确实是霸屏了春晚和引爆海内外，但是从港股市场表现和实际应用来看，暂时看偏向短期博弈性机会，现在并不是适合在周二买入和追高，反而是 在节前潜伏的话，应该卖出和抛售。 这一切都是从港股市场机器人个股变化得出的结论，同时我们也密切追踪港股机器人个股走势。 2、AI应用国内情况比较一般般，但是港股AI应用新贵表现相当强悍，这倒是可以关注映射 从春节整个市场表现来看，国内整个AI应用市场没有什么现象级的爆款和应用再度发酵，而是之前格局分化演绎，都是大厂继续的争夺战。反而是反内 卷和竞争的事，需要看看影响力。 但是从港股市场来看，港股的AI应用走出了一步强势 ...

Dogecoin (CRYPTO: DOGE) and Solana (CRYPTO: SOL) both had their time in the sun during the now-mythical 2021 crypto bull market. But both coins have since struggled to surpass their former glory, and their performance over the last 12 months has been quite similar -- and quite poor; Dogecoin is down by 61%, and Solana is down by 52%. So if you're looking to allocate a large investment of $4,000, which of these two is the better buy? There's a right answer here even if it goes against what your gut might s ...

公司2025年全年财报预计在2026年初发布，需关注是否达到调整后的财务目标，包括净收入增长 10%-12%、调整后EBITDA利润率17%-17.4%及每股收益增长18.5%-21.5%。后续季度财报将反映订单转 化和盈利改善情况。 经济观察网基于公开信息，斯坦泰克(STN.US)股票未来可能值得关注的事件包括： 业绩经营情况 公司使用AI工具Forma进行碳分析，已使项目隐含碳减少22%，未来在可持续设计领域的创新成果值得 留意。 公司项目推进 斯坦泰克涉足纯水圣地亚哥、加德纳高速公路修复等标志性项目，项目进展可能对业务表现产生间接影 响。 以上内容基于公开资料整理，不构成投资建议。 业务进展情况 截至2025年第二季度，订单积压达79亿美元，同比增长9.9%，工业起重机和海外业务扩张的订单转化 效率将成为焦点。 产品研发进展 ...

Core Insights - Microsoft reported strong fiscal second-quarter 2026 earnings, with revenues of $81.3 billion, a 17% year-over-year increase, and operating income rising 21% to $38.3 billion, but concerns over capital expenditure led to a nearly 5% drop in stock price after hours [1][2] Financial Performance - For the quarter ended December 31, 2025, Microsoft achieved revenues of $81.3 billion, a 17% increase year-over-year, and operating income of $38.3 billion, up 21% [2] - Non-GAAP earnings per share were reported at $4.14, indicating solid performance by conventional measures [2] Capital Expenditure - Capital expenditures and finance leases for the quarter reached $37.5 billion, a significant 66% increase from the previous year, exceeding market expectations [3] - The first half of fiscal 2026 saw total capital expenditures of $72.4 billion, suggesting an annual infrastructure spending trajectory of approximately $100 billion [3] - Two-thirds of the second-quarter capital expenditure was allocated to short-lived assets, primarily GPUs and CPUs, while the remainder was directed towards long-lived infrastructure [3] Market Dynamics - Microsoft acknowledged that customer demand continues to exceed supply, with guidance indicating a slight decline in operating margins for the fiscal third quarter [4] - The cost of goods sold is expected to grow by 22% to 23%, and capital expenditure is projected to decrease sequentially in the third quarter [4] Backlog and Future Revenue Potential - The commercial remaining performance obligation stands at $625 billion, more than doubling year-over-year, with 45% linked to OpenAI commitments, indicating future revenue potential but also sustained infrastructure obligations [5] - Rising R&D costs contribute to stock sensitivity regarding the pace of AI infrastructure buildout relative to revenue conversion [5] Industry Comparisons - Microsoft is not alone in facing capital expenditure pressures; Amazon has guided for approximately $200 billion in capital expenditures for 2026, while Alphabet projects $175 billion to $185 billion, both companies experiencing similar investor scrutiny regarding infrastructure-heavy AI investments [6] Stock Performance and Valuation - Microsoft shares have declined by 21.2% over the past six months, outperforming the Zacks Computer – Software industry decline of 24.5% but underperforming the Zacks Computer and Technology sector's return of 10.6% [7] - The stock is currently trading at a forward 12-month Price/Sales ratio of 8.25X, compared to the industry's 6.92X, indicating a relatively higher valuation [10] - The Zacks Consensus Estimate for fiscal 2026 earnings is $16.97 per share, reflecting an 8.4% increase over the past 30 days and a year-over-year growth of 24.41% [13]

本报记者 梁傲男 作为全年唯一的"国民级"流量窗口，AI厂商在马年春节掀起的未来流量入口卡位战愈发激烈。 字节跳动旗下AI助手豆包拿下央视春晚合作；腾讯让旗下AI助手元宝凭借简单的红包裂变，在微信群和朋友圈中传播，以 最低成本拉新获客；阿里另辟蹊径，让AI助手千问深度绑定其丰富的消费场景，用实实在在的"免单"福利，在买年货的过程中 培养用户的支付习惯。 人们在元宝里抢现金，在千问中点奶茶、囤年货，在豆包里玩抽奖……一轮轮升级的"红包大战"，也将各大AI应用轮番推 上应用商店下载榜首。 从除夕夜巅峰对决的"红包雨"，到霸榜应用商店的AI助手，这个春节，AI究竟如何走进千家万户？真金白银砸下去之后， 它们又能留住多少用户？《证券日报》记者在春节前后全程参与体验，并持续跟踪采访线下用户，旨在记录下这场名为"红 包"、实为"卡位"的流量暗战。 决战除夕： AI应用霸榜应用商店 记者根据各AI厂商公开数据统计，多家互联网巨头在2026年春节档合计投入或超过80亿元。这场春节攻势背后，是各家对 AI未来形态与入口地位的战略押注。 从预算分配来看，各家押注的决心清晰可见：千问App以30亿元刷新其春节活动投入纪录，并持续拓 ...

Core Viewpoint - The overseas markets showed a slight rebound during the Spring Festival holiday, with U.S. stocks recovering and commodities performing strongly, driven by geopolitical disturbances that significantly increased the prices of oil, gold, and copper. The performance of Chinese assets, particularly the FTSE China A50 index futures, also indicated a positive trend, suggesting a potentially favorable start for the A-share market in the Year of the Horse [2][4]. Group 1: Market Performance and Trends - The overseas non-U.S. assets maintained a strong performance during the holiday, indicating a high risk appetite among overseas investors, which is expected to benefit the A-share market post-holiday [5]. - The inflow of funds into the market remains unchanged, with a notable decrease in household deposits and an increase in non-bank financial institution deposits, suggesting a shift towards equity markets [6]. - Historical data shows that the A-share market typically performs well in the 20 trading days following the Spring Festival, with a 75% probability of the CSI All A Index rising during this period [9]. Group 2: Sector Focus and Investment Opportunities - The focus for investment should be on sectors benefiting from AI and resource commodities, with a particular emphasis on the robotics and AI technology applications showcased during the Spring Festival [13][14]. - The traditional sectors such as real estate and liquor are expected to see a recovery as their valuations are at historical lows, supported by improving fundamentals and policy catalysts [11]. - The "反内卷" (anti-involution) policy is anticipated to enhance the supply dynamics of resource commodities, making them attractive for investment [11]. Group 3: Strategic Recommendations - Investors are advised to focus on the technology sector, particularly in robotics and AI applications, as well as cyclical sectors like chemicals, construction materials, and machinery, which are expected to benefit from rising prices and improved demand [15]. - The market is entering a configuration phase where "technology + cyclical" remains the main theme, with technology sectors likely to respond first to market catalysts [15].

Group 1 - The core viewpoint of the articles highlights the significant increase in consumer spending and travel during the Spring Festival, driven by extended holiday periods and enhanced payment services [1][2][3] - WeChat's payment data shows that travel and entertainment transactions increased by over 20% during the Spring Festival, indicating a robust consumer demand [1] - Domestic tourism saw a surge, with cities like Nanchong and Kaifeng experiencing over 50% growth in transaction numbers, while Hainan's duty-free transactions rose by 81% [1] Group 2 - Cross-border consumption payments surged, with Malaysia and the Maldives seeing transaction amounts increase by 131% and 186% respectively, reflecting the growing interest of Chinese tourists in these destinations [1] - The influx of overseas tourists during the Spring Festival also contributed to a significant rise in transaction numbers, with daily visits to WeChat mini-programs by inbound tourists doubling [1][2] - Ant Group reported a breakthrough in its AI business, with over 100 million users for its "AI Pay" service, indicating a strong integration of AI in financial services [2] Group 3 - The overall payment transaction scale during the Spring Festival was boosted by both high-frequency small payments and large cross-border tourism expenditures, showcasing the resilience and potential of the Chinese consumer market [3] - Continuous policy support and collaboration among payment institutions, financial entities, and fintech companies have played a crucial role in enhancing payment convenience [3]

Key Takeaways Q4 Earnings Season Continues This Week: DPZ, BBBY & HIMS TodayNVIDIA Reports Wednesday After the Close, Expecting 70.8% Earnings GrowthPPI Caps Another Big Week of Economic DataMonday, February 23rd, 2026After a very eventful week for economic data and amount of Q4 earnings reports, we cool off some to stat a new trading week. We cap off “Mag 7” earnings with Wednesday afternoon’s NVIDIA (NVDA) Q4 report, and save our biggest economic news — January Producer Price Index (PPI), the wholesale si ...