Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations, associations, and institutions. We are a registered investment adviser with the Securities Exchange Commission (SEC). We provide comprehensive services ranging from market and security research to business valuation and wealth management. Our flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds ...

Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations, associations, and institutions. We are a registered investment adviser with the Securities Exchange Commission (SEC). We provide comprehensive services ranging from market and security research to business valuation and wealth management. Our flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds ...

ReGrow Israel Harvests Insights from Oracle Data Intelligence for Agriculture to Support Agricultural Recovery and Future Resilience [Accessibility Statement] Skip NavigationSolution integrates and analyzes vast amounts of data to provide insights into projected crop yield and possible risk factorsAUSTIN, Texas, Feb. 13, 2026 /PRNewswire/ -- ReGrow Israel has chosen [Oracle Agriculture Data Intelligence] to help restore and strengthen farming across the country. The platform integrates satellite imagery, gr ...

2026年1月中旬，公司推出常青云液冷智算一体机、电磁网捕器(双发版)等AI硬件产品，旨在提升算力 效率和安全应用场景覆盖。 股价与资金表现 2026年1月9日，主力资金呈现净流出，股价短期波动；截至2026年1月30日当周，股价下跌2.28%，主 力资金净流出2.07亿元。 战略推进 公司管理层表示，2026年将作为"十五五"规划开局之年，重点在"AI+云计算"与"AI+安全"双赛道加速突 破，响应行业从硬件基建向应用流量期过渡的趋势。 经济观察网杰创智能（301248）在2026年有多项关键动向，包括重大采购计划推进、业绩预告发布、新 产品落地、资金与市场动态以及战略布局深化。 公司项目推进 2026年1月8日，杰创智能公告拟向多家供应商采购IT设备及零配件，总金额不超过40亿元，用于推进人 工智能战略和云计算业务研发，预计交付时间为2026年6月。该议案已获股东会高票通过。 最近业绩情况 2026年1月30日，公司发布2025年年度业绩预告，预计全年归母净利润为2710万元至3830万元，同比扭 亏为盈，增幅达133.88%至147.89%，主要受"AI+云计算"和"AI+安全"业务增长驱动。 产品研发 ...

Toast (NYSE:TOST) Q4 2025 Earnings call February 12, 2026 05:00 PM ET Company ParticipantsAdam Frisch - Senior Managing DirectorAman Narang - CEODominic Ball - Equity Research AssociateElena Gomez - CFOMatt Coad - DirectorMichael Senno - Senior VP of FinanceTimothy Chiodo - Managing DirectorWill Nance - VPConference Call ParticipantsDan Dolev - Senior AnalystJosh Baer - Executive Director and Software Equity Research AnalystTien-tsin Huang - Senior AnalystOperatorGood afternoon. My name is Tiffany, and I wi ...

未来发展 云业务中AI产品收入的持续增长（已连续多个季度三位数增长）及资本开支的落地效率，仍是市场观 察其技术投入回报的关键。高资本开支对短期自由现金流形成压力（上季度经营现金流同比下降 68%），投资者关注其如何在长期技术布局与短期利润波动之间取得平衡。截至目前（2026年2月13 日），阿里巴巴未公开披露新的财报日期或重大业务变更。 以上内容基于公开资料整理，不构成投资建议。 经济观察网 根据现有信息，阿里巴巴集团（BABA.N/09988.HK）近期未发布新的财报或重大事件公 告。以下内容主要基于其最近一期（2026财年第二季度，对应自然年2025年第三季度）的财报数据及当 时的管理层表态。 近期事件 根据2025年11月25日发布的财报，阿里巴巴2026财年第二季度营收为2477.95亿元人民币，同比增长 5%；调整后净利润为103.5亿元人民币。云智能集团收入同比增长34%至398.24亿元，AI相关收入占云 业务外部客户收入的20%。管理层在财报电话会中提及，过去4个季度在AI及云基础设施的资本开支约 1200亿元人民币，并暗示原定三年3800亿元的投资目标"可能偏小"，未来或进一步加大投入。国际 ...

Arista Networks (NYSE:ANET) Q4 2025 Earnings call February 12, 2026 04:30 PM ET Company ParticipantsAmit Daryanani - Senior Managing DirectorBen Reitzes - Managing Director, Partner, and Head of Technology ResearchChantelle Breithaupt - CFOJayshree Ullal - Chairperson and CEOKarl Ackerman - Managing Director of Semiconductors and Networking HardwareKenneth Duda - Founder and CTOMeta Marshall - Executive DirectorRudolph Araujo - VP of Investor AdvocacyRyan Koontz - Managing DirectorConference Call Participan ...

Arista Networks (NYSE:ANET) Q4 2025 Earnings call February 12, 2026 04:30 PM ET Company ParticipantsAmit Daryanani - Senior Managing DirectorBen Reitzes - Managing Director, Partner, and Head of Technology ResearchChantelle Breithaupt - CFOJayshree Ullal - Chairperson and CEOKarl Ackerman - Managing Director of Semiconductors and Networking HardwareKenneth Duda - Founder and CTOMeta Marshall - Executive DirectorRudolph Araujo - VP of Investor AdvocacyRyan Koontz - Managing DirectorConference Call Participan ...

Arista Networks (NYSE:ANET) Q4 2025 Earnings call February 12, 2026 04:30 PM ET Speaker14Welcome to the fourth quarter and 2025 Arista Networks financial results earnings conference call. During the call, all participants will be in a listen-only mode. After the presentation, we will conduct a question-and-answer session. Instructions will be provided at that time. If you need to reach an operator at any time during the conference, please press the star key followed by zero. As a reminder, this conference i ...

Core Insights - Alphabet Inc. is focusing on AI and cloud computing to drive growth, with a price target of $348 set by UBS, indicating an 11.98% potential increase from its current price of $310.78 [1][6] Group 1: AI and Strategic Initiatives - Alphabet's Gemini AI has reached 750 million active users, showcasing the company's strategic pivot towards AI and cloud computing [2][6] - The company is investing heavily in AI, with projected capital expenditures of $175-185 billion in 2026, essential for advancing AI capabilities and sustaining monetization [2] Group 2: Cloud Performance - Alphabet's cloud unit has reported a 48% year-over-year revenue growth and a 30.1% operating margin, outperforming competitors and positioning Google Cloud as a strong competitor to AWS [3][6] - The cloud backlog stands at $240 billion, indicating strong demand and future revenue potential [4] Group 3: Financial Metrics and Market Position - Alphabet's current stock price is $310.28, with a market capitalization of approximately $3.75 trillion, maintaining its dominance in the tech industry [5] - The stock has shown slight fluctuations, with a trading volume of 7,970,852 shares today [5]