The London Company, an investment management company, released “The London Company Large Cap Strategy” fourth-quarter 2025 investor letter. In Q4 2025, US equities ended the third consecutive quarter of higher returns, with the Russell 3000 Index rising 2.4%. A copy of the letter can be downloaded here. The market highlighted how investors balanced the optimism on earnings growth and concerns regarding AI returns and cooling macroeconomic factors. Against this backdrop The London Company Large Cap portfolio ...

Quick Read IBM Was Tech Leader In The 1980s It Was Left Behind in Smartphones And AI Microsoft and Apple Now Lead The Industry A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. IBM (NYSE: IBM) ranked No. 1 by market capitalization in the US in 1985, according to a study by Axios. By 1995 and 2005, under legendary CEO Jack Welch (who retired in 2001), GE was the world's largest conglomerate and ranked ...

以下文章来源于版面之外 ，作者画画 版面之外 . 版面之外，才是真相。 本文来自微信公众号： 版面之外 ，作者：画画，题图来自：AI生成 5年，3年，1个春节...... 这是中国互联网史上最疯狂的一次加速。而我们每个人，都刚刚亲身经历了它。 短短几天时间里，数以亿计的中国人完成了人生中第一次和AI的对话。他们中的大部分，在春节前 可能连AI是什么都说不清楚。 但是，在红包的驱动下，他们下载了千问、元宝、豆包，开始向手机提问、分享链接，习惯向一个虚 拟人物说话这件事。 到今天为止，几大巨头也都公布了这场战役的成果，战绩可谓空前： 三家科技巨头几乎用一个春节，完成了对中国AI市场的全民启蒙，这个速度和规模，在人类科技史 上前所未有。 2026年春节，可能是中国AI发展史上最重要的一周。短短一周，AI完成了中国互联网史上最疯狂的 一次下沉。 这一周之后，中国AI的人口红利，彻底变了。 一、从上网到对话，人口红利的 第二次机会 过去二十年，中国互联网讲的人口红利，本质是有多少人能上网。 从2000年的几千万网民，到2020年的10亿网民，这是中国互联网的黄金二十年，也可以称之为人口 红利的1.0时代。 所有的巨头， ...

"咱们家有MOVA扫地机，哪能让你累着啊。" 2026年除夕夜，当小品《你准喜欢》里的男主角说出这句台词时，观众或许只把它当作一个轻松的包袱。但放在行业视角下，这句台词恰恰暗合了智能清 洁电器正在经历的一场根本性转变：从"替代人力"到"超越人力"的进化。 这一晚，MOVA以央视春晚消费电子战略合作伙伴的身份完成了一次高规格的国内亮相。但对一家已覆盖全球60多个国家和地区的超高端科技品牌而言， 这并非一次单纯的曝光合作，而是一种主流公信体系内的品牌确认。 更值得关注的问题是：在行业其他品牌已经深耕多年的赛道上，MOVA为何能在短时间内"反超"，以智能清洁品牌代表的身份站上这个位置？它的崛起， 反映了行业变局背后怎样的逻辑？ 需求重构下，清洁电器要更理解家庭场景 智能清洁电器市场蓝海一直存在。 艾瑞咨询发布的《2025-2026年春节年货消费趋势报告》显示，2026年科技类年货消费占比预计达32.7%，其中智能家居、健康科技产品的认可度高达 89.4%，智能清洁家电成为绝对主力。 根据6Wresearch内部数据库及行业洞察显示，全球清洁电器市场预计到2031年将增至194亿美元（约为人民币1340.29亿元）， ...

Core Viewpoint - Palo Alto Networks reported fiscal second-quarter results that exceeded Wall Street estimates for both earnings and revenue, but lowered its full-year profit guidance, resulting in a more than 7% decline in shares during after-hours trading [1]. Financial Performance - For fiscal Q2 2026, Palo Alto generated earnings of $1.03 per share on revenue of $2.59 billion, surpassing analyst expectations of $0.94 per share and $2.58 billion in revenue [2]. - The company reduced its fiscal 2026 full-year earnings guidance to a range of $3.65 to $3.70 per share, down from a prior outlook of $3.80 to $3.90, while the consensus estimate was $3.87 [5]. - Palo Alto raised its full-year revenue forecast to between $11.28 billion and $11.31 billion, an increase from the previous range of $10.50 billion to $10.54 billion, exceeding expectations [5]. - For the current quarter, the company projected earnings per share of $0.78 to $0.80 on revenue between $2.941 billion and $2.945 billion, while analysts had expected earnings of $0.92 per share on revenue of $2.61 billion [6]. Business Operations - Palo Alto Networks offers a wide range of cybersecurity solutions, including firewalls, threat intelligence, zero-trust architecture, and secure access service edge (SASE) solutions [3]. - The company serves a significant client base, including nine of the ten Fortune 10 companies, eight of the ten largest U.S. banks, and six of the world's ten largest oil and gas companies [3]. - Recently, Palo Alto completed a $25 billion acquisition of Israel-based CyberArk and announced plans for a dual listing of its shares on the Tel Aviv Stock Exchange [4].

元宝持续迭代更新，21天内已迭代更新159项功能，今天元宝还公布了更多更新计划。正月初五，用户 在元宝派内聊天，元宝会随机掉落红包。同时，在切换不同元宝派时，一起听不会掉线。正月十五元宵 节，用户还可以在派里一起看湖南卫视元宵晚会直播。 2月18日，腾讯正式宣布，元宝日活跃用户（DAU）超5000万，月活跃用户（MAU）已达1.14亿。 此前一天，腾讯发布的元宝分10亿现金红包活动报告显示，元宝春节主会场累计抽奖次数超36亿次，用 户通过「创作」栏完成AI任务超10亿次。 ...

Group 1 - The core viewpoint of the articles highlights the evolution and growth of China's ice and snow sports, showcasing the transition from a focus on elite athletes to a broader public engagement in winter sports [1][12][24] - The Chinese delegation at the Milan Winter Olympics features 126 athletes, marking the largest overseas representation, and reflects the country's significant achievements in winter sports over the past two decades [1][24] - The Beijing Winter Olympics served as a catalyst for the development of ice and snow sports across China, breaking the regional divide and promoting participation beyond traditional strongholds in the northeast [12][15][16] Group 2 - The role of key figures like Ma Changyu, who transitioned from athlete to organizer, illustrates the depth of experience and commitment involved in hosting major sporting events [2][5][6] - The successful organization of the Beijing Winter Olympics, despite challenges such as the pandemic, demonstrates China's capability and confidence in managing large-scale international events [9][20] - The integration of advanced technology and local brands in the Olympics, such as TCL and Alibaba, showcases the strength of China's sports industry and its ability to innovate and support athletes [18][19][20][21] Group 3 - The shift in public perception regarding winter sports, with increasing participation and support from parents, reflects a growing national confidence and the importance of inclusivity in sports [16][23] - The development of ice and snow sports facilities in southern China, such as the Flying Ice Sports Center in Shanghai, indicates a significant expansion of the sport's geographical reach [15][16][24] - The overall progress of China's ice and snow sports industry is characterized by a commitment to both competitive excellence and widespread public engagement, aiming to foster a culture of health and enjoyment through winter sports [17][23][24]

Core Insights - Carillon Tower Advisers reported that small-cap stocks had marginal gains in Q4 2025, with the Russell 2000 Growth Index returning 13.01% and the Russell 2000 Value Index gaining 12.58% [1] - The firm anticipates a favorable year ahead for equity markets, highlighting potential opportunities in sectors such as Cyclicals, Healthcare, Information Technology, Financials, and Consumer spending as they head into 2026 [1] Company Analysis: Hims & Hers Health, Inc. (NYSE:HIMS) - Hims & Hers Health, Inc. is a leading telehealth platform offering a variety of health and wellness products and services, with a market capitalization of $3.704 billion [2] - The stock closed at $16.27 per share on February 17, 2026, with a one-month return of -43.68% and a 12-month decline of 76.33% [2] - The company has faced challenges due to regulatory changes and competition from major pharmaceutical companies, despite initial growth from its injectable GLP-1 weight loss drugs launched in May 2024 [3] - Hims & Hers is diversifying its offerings to include hormone replacement therapy and peptides for health and aging, positioning itself for long-term growth despite cautious near-term investor sentiment [3] Hedge Fund Interest - Hims & Hers Health, Inc. was held by 35 hedge fund portfolios at the end of Q3 2025, an increase from 34 in the previous quarter [4] - While the company shows potential as an investment, certain AI stocks are considered to offer greater upside potential with less downside risk [4]

Core Insights - Interact has launched its 2026 Winter capabilities aimed at enhancing internal communication by providing strategic intelligence instead of just status updates [1][6] - The company has been recognized as a leader in the 2026 ClearBox Consulting Intranet and Employee Experience Platforms Report, highlighting its mature product and significant innovation, particularly in AI [2] Product Features - The introduction of Ask Analytics allows internal communicators to link their efforts to business outcomes by using natural language questions to gather evidence for performance discussions [3] - New features such as Workday Integration and the Executive Assistant Agent are designed to reduce busy work and improve employee focus on high-impact tasks [4] - The Listen to Content feature enables employees to listen to updates, while Live Streaming enhances leadership communication, and auto-generated Video Captions and Transcriptions improve accessibility [5] Company Vision - The CEO of Interact emphasizes that employee experience platforms should support a wide range of employee needs, aiming to unify these needs in a single system that enhances performance and reduces friction [6]

Good morning. The “traditional” large‑bank CFO path runs through corporate finance, controllership, and treasury with deep technical accounting credentials. But Citi’s newly appointed CFO, Gonzalo Luchetti, did not take that route. He instead brings what companies now increasingly want in a CFO: an enterprise operator and strategic partner.Next month, after Citi files its 2025 year-end results, Luchetti will succeed longtime CFO Mark Mason, who will become executive vice chair and senior executive advisor t ...