Ondas Inc. (NASDAQ:ONDS) is one of the 13 hot stocks to buy with the highest upside potential. On February 9, Ondas Inc. (NASDAQ:ONDS) announced that its subsidiary 4M Defense has secured a multi-year demining contract in Israel valued at more than $30 million. The contract, which has an initial execution period of up to three years, covers about 741 acres along the Israel-Syria border and is described as one of the largest land-clearance initiatives ever undertaken in Israel. Meanwhile, on February 4, JC ...

Alford said trailing 12-month active buyers were roughly 135 million in Q4; excluding buyers from the recently acquired Tise, active buyers were over 134 million, up nearly 1% year-over-year organically. Enthusiast buyers were stable at about 16 million, while spend per enthusiast buyer increased to over $3,300 on a trailing 12-month basis.For the fourth quarter, CFO Peggy Alford reported GMV growth of over 8% to $21.2 billion and revenue growth of over 13% to $2.96 billion, both on an organic, FX-neutral b ...

Wave Life Sciences Ltd. (NASDAQ:WVE) is one of the 13 hot stocks to buy with the highest upside potential. On February 5, BofA initiated coverage of Wave Life Sciences Ltd. (NASDAQ:WVE) with a Buy rating and $38 price target. The analyst expects the company’s obesity medication, WVE-007, to become a key value driver, accounting for 56% of the firm’s price target and peaking at greater than $11 billion in sales, likely beating Wall Street estimates. Meanwhile, on February 3, Canaccord Genuity raised its pr ...

积水成渊，聚沙成塔，做积累的事。 2025年对冲研投公众号累计发布560篇文章， 我们从 中精选出69篇精华文章，希望在您需要的时候，可以帮助到您。 未来每年，我们都会将相关优秀文章汇总整理于此，精彩待续...... 01 宏观经济研究篇 #2025年精选 全球市场颤抖：美联储或将迎来"鹰派"新掌门——凯文·沃什 或许是当前最权威的宏观分析：卡尼达沃斯演讲（文末附全文） 从抢油到夺岛：解析特朗普的"唐罗主义" 如果鲍威尔选择留下来继续硬刚呢？ 大宗商品资源争夺战：东西半球划洋而治？ 5000字深度报告 | "反内卷"与"供给侧"改革底层逻辑是康波大周期！ 供给侧改革2.0来了吗？ 让美元的归美元，美债的归美债 以伊战争中让世界惶恐的霍尔木兹海峡 世界新秩序 关于中国经济的重大转折 对等关税的"表"与"里" Trump就职典礼：布局之招 抓捕马杜罗，特朗普意欲何为？ "十五五"的新提法 关税战风云再起，怎么看？ 中美周期共振or背离？ 02 商品期货研究篇 #2025年精选 当商品交易变成"故事会"：谁在主导价格？ 在贪婪与恐惧中轮回：金银暴跌背后，如何避免成为市场叙事切换时的代价？ 关于农产品对商品牛市的追赶 ...

Group 1 - The Chinese Consulate in Sapporo has advised Chinese citizens to avoid traveling to Japan following an incident where a Hong Kong resident was assaulted in Sapporo [8] - As of the end of 2025, H&H International Investment, managed by Duan Yongping, has a total portfolio value of approximately $17.489 billion, equivalent to over 120 billion RMB [13] - International crude oil futures saw a significant increase, with WTI crude oil rising by 4.59% to $65.19 per barrel, and Brent crude oil increasing by 4.35% to $70.35 per barrel [4][20] Group 2 - The U.S. stock market indices closed higher, with the Nasdaq up 0.78%, S&P 500 up 0.56%, and Dow Jones up 0.26%, driven by gains in major tech stocks [3] - The market for gold and silver also saw increases, with spot gold rising by 2.08% to $4,979.56 per ounce and spot silver increasing by 5.04% to $77.2335 per ounce [4] - The State Council's Safety Committee and the Ministry of Emergency Management have emphasized the need for strict safety regulations regarding fireworks to prevent accidents [6] Group 3 - Several domestic gold jewelry brands have reduced their prices below 1,500 RMB per gram, with Chow Tai Fook and Lao Miao Gold both pricing at 1,499 RMB per gram [7] - On February 17, the total cross-regional movement of people in China reached 22.4182 million, a 15.5% increase from the previous day and a 9.4% increase compared to the same day last year [7]

Group 1 - Technology and energy stocks were the main drivers of the US stock market's rise on Wednesday, with the "Magnificent Seven" tech stocks all gaining, led by Amazon and Nvidia, which saw intraday increases of nearly 3% [1] - Nvidia's stock price benefited from a new agreement with Meta to deploy millions of Nvidia chips over the coming years [1] - Amazon's stock was supported by a 65% increase in holdings from Bill Ackman's Pershing Square, despite a 77% cut in holdings by Berkshire Hathaway [1] Group 2 - Strong economic data, including December new housing starts and core capital goods orders, exceeded expectations, contributing to early gains in major US stock indices [2] - The release of the Federal Reserve's meeting minutes reignited inflation concerns, leading to a reduction in stock gains and a brief decline in the Dow Jones [2][3] - The minutes highlighted internal divisions within the Federal Reserve regarding interest rate decisions, with some officials advocating for the inclusion of potential rate hikes in guidance [3] Group 3 - The energy sector saw a boost from a rebound in oil prices, with US WTI crude oil rising over 5% at one point, closing at $65.19 per barrel, marking the largest increase in nearly four months [4][39] - Brent crude oil also saw significant gains, closing above $70 for the first time this month [39] Group 4 - The gold market experienced fluctuations, with spot gold briefly rising above $5000 before falling back below this level after the Federal Reserve's minutes were released [5][41] - Silver prices also saw a rise, with COMEX silver futures increasing by 5.5% [42] Group 5 - The semiconductor sector outperformed the broader market, with the Philadelphia Semiconductor Index rising by 0.96%, and Micron Technology gaining over 5% after significant purchases by hedge funds [6][12] - The "Magnificent Seven" tech stocks index rose by 0.77%, with notable gains from Amazon and Nvidia [10]

2月17日，大年初一，郑州市各大商场喜气洋洋，浓浓的新年气息扑面而来。在金水区正弘城商场内，一个孩 子兴奋地拉着爷爷的手，奔向陪伴机器人展柜前："爷爷，你看这个机器人会讲故事！" 记者从京东相关部门了解到，2025年京东平台智能产品销售总量同比增长超2倍，智能机器人、智能眼镜等产 品销量同比分别增长超3倍和13倍。今年以来，京东自营机器人租赁业务成交额增长迅速，多款机器人、机器 小朋友在与宇树科技机器人互动。 受访者供图 狗热门机型一机难求，目前订单已排到3月中旬。 "这不只是一台机器，它更像一个'数字家人'。"有网友这样评价。行业人士认为，从长远看，机器人正从功 能型工具演进为具备情感联结的生活伙伴。 有传统年味，也有"赛博年货"，智能产品正逐渐融入人们的新春生活，中原家庭的春节消费清单也正在被科 技重新定义。（记者 李鹏） 不远处的国货品牌手机专柜前，销售人员热情介绍着AI拍照功能："这款手机特别适合春节聚会，能自动识别 人脸、优化合影效果。"如今的最新款手机已不仅仅是常规的硬件升级，更像是一个不断进化的AI智能体。 2026年农历新春，河南的消费市场悄然发生了变化。曾经，人们年货清单上主要是瓜果糖茶；如 ...

Group 1: Stock Market Performance - Technology and energy stocks were the main drivers of the US stock market's rise on Wednesday, with the "Magnificent Seven" tech stocks all closing higher, led by Amazon and Nvidia, which both saw intraday gains of nearly 3% [1] - Nvidia's stock price benefited from a new agreement with Meta to deploy millions of Nvidia chips over the coming years [1] - Amazon's stock was supported by a 65% increase in holdings from Bill Ackman's Pershing Square, despite a 77% cut in holdings by Berkshire Hathaway [1] - Major US stock indices showed gains, with the S&P 500 up 0.56% to 6881.31 points, the Dow Jones Industrial Average up 0.26% to 49662.66 points, and the Nasdaq up 0.78% to 22753.635 points [10] Group 2: Economic Data and Federal Reserve - Strong economic data, including December new housing starts and core capital goods orders, exceeded expectations, temporarily overshadowing AI-related concerns and supporting gains in major US stock indices [2] - The Federal Reserve's meeting minutes revealed internal divisions regarding interest rate decisions, with some officials advocating for the inclusion of potential rate hikes in guidance, which led to a reduction in stock gains [3] Group 3: Energy Sector - Energy stocks were boosted by a rebound in oil prices, with US oil prices rising over 5% at one point, marking the largest increase in nearly four months [33] - The potential for military action against Iran by the US has increased, contributing to the rise in oil prices, with WTI crude oil closing at $65.19 per barrel, up 4.59% [34] Group 4: Precious Metals - Gold prices initially rose above $5000 but fell back below this level after the Federal Reserve's meeting minutes were released, with spot gold closing at $4985.45, up 2.2% for the day [35][37] - Silver prices also saw significant gains, with COMEX silver futures rising 5.5% to $77.598 per ounce [38]

Remitly Global (NasdaqGS:RELY) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Company ParticipantsDavid Beckel - VP of Investor RelationsMatt Oppenheimer - Co-founder and CEOSebastian Gunningham - CEOVikas Mehta - CFOConference Call ParticipantsAditya Buddhavarapu - VP and Equity Research AnalystAlex Markgraff - VP and Equity Research AnalystDarrin Peller - Managing Director and Senior Equity Research AnalystRamsey El-Assal - Managing Director and Senior Equity Research AnalystTien-Tsin Huang - Managin ...

Financial Data and Key Metrics Changes - Q4 revenue reached $69 million, representing a 7% year-over-year growth, marking the highest quarterly revenue in the company's history [10][12] - Adjusted EBITDA for Q4 was $8 million, an 11% margin, reflecting a 6-point year-over-year improvement [12] - The company achieved positive Adjusted EBITDA for the full year 2025, 12 months ahead of schedule, transitioning from an adjusted EBITDA loss of over $70 million two years ago [7][13] Business Line Data and Key Metrics Changes - Self-serve revenue grew 32% year-over-year and comprised roughly 60% of total revenue in Q4 [12] - Average revenue per user (ARPU) increased by 13% year-over-year, with growth in both customer count and average customer spend [11] - The platform's weekly active users (WAU) was 21 million, reflecting a 3% sequential decline, which aligns with the company's focus on engagement quality over volume [10] Market Data and Key Metrics Changes - The company operates within a verified, address-based neighborhood graph covering 350,000 neighborhoods and over 105 million verified neighbors, representing roughly one in three U.S. households [17] - Advertiser retention remains solid, with improved outcomes driven by better ad performance rather than increased ad load [8] Company Strategy and Development Direction - The company aims to combine the strength of its trusted community with AI to enhance local information relevance, increasing utility for neighbors and economic value for local businesses [5][20] - The strategy emphasizes long-term network health, capital efficiency, and durable unit economics over short-term growth [5][19] - The company is focused on enhancing its product experience to prioritize decision-oriented content, such as recommendations and local news [4][5] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term opportunity, highlighting that the strategy is gaining traction and translating into material progress [6][8] - The outlook for Q1 2026 anticipates revenue between $57 million and $59 million, reflecting normal seasonal trends, with a focus on optimizing user experience and limiting new user acquisition efforts [15][16] - For the full year 2026, the company expects continued revenue growth and Adjusted EBITDA margins in the mid-single-digit range [16] Other Important Information - The company ended 2025 with $405 million in cash and no debt, emphasizing the importance of preserving liquidity for operational flexibility [13][55] - The management is committed to ongoing improvements in notifications and user engagement, focusing on relevance to enhance long-term user value [42] Q&A Session Summary Question: Can you elaborate on product changes resonating with users? - Management noted a shift towards a utility-centric product driven by intent, with improvements in recommendations and notifications contributing to deeper engagement [25] Question: Any updates on advertiser spending trends? - Management indicated strong demand across all advertiser segments, with no specific verticals significantly outperforming others [29] Question: What is the status of the programmatic ad stack for large advertisers? - Management acknowledged the need for continued investment in programmatic formats to meet large advertisers' demands, expecting increased demand as improvements are rolled out [34] Question: How is the rollout of recommendations evolving? - Management emphasized that enhancing recommendations is a major priority for 2026, focusing on real neighbor-driven recommendations rather than automated systems [37] Question: What is the company's philosophy on cash management? - The company views its cash reserves as a strategic asset, evaluating all options for cash use to ensure they exceed return on investment thresholds [55]