Feb 27 - Everything Mike Dolan and the ROI team are excited to read, watch and listen to over the weekend. From the Editor Sign up here. Hello Morning Bid readers! Speaking of energy, one would have needed a lot of it to stay up though all of President Donald Trump's State of the Union address on Tuesday, which clocked in at a record one hour and 47 minutes. It offered little in the way of new ideas for addressing Americans' affordability concerns, with the exception of a plan to boost Americans' retirement ...

《科创板日报》2月27日讯（记者 吴旭光） 受人工智能发展驱动，仕佳光子2025年营收、净利"双增"。 2月27日，仕佳光子披露业绩快报显示，2025年公司实现营业收入21.29亿元，同比增加98.12%；实现净利润3.42亿 元，同比增加426.15％；扣非后的净利润3.41亿元，同比增加608.10％。 | | | | -- | | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期 | 增减变动幅度(%) | | 营业收入 | 212,889.48 | 107,452.76 | 98.12 | | 营业利润 | 36.701.46 | 6.995.34 | 424.66 | | 利润总额 | 36.264.30 | 6.821.49 | 431.62 | | 归属于上市公司股东的净利 | 34.164.38 | 6.493.33 | 426.15 | | 润 | | | | | 归属于上市公司股东的扣除 | 34.088.23 | 4.814.03 | 608.10 | | 非经常性损益的净利润 | | | | | 基本每股收益(元) | 0.7559 | 0.1436 ...

A view of Bryggen, the historic Hanseatic Wharf in Bergen, Norway, on Sept. 16, 2024.Norway's $2 trillion oil fund, the largest of its kind, generated an annual profit of about $248 billion last year, with strong gains in global equities driving a 15.1% return.Norges Bank Investment Management (NBIM) manages the fund, which was set up in the 1990s to invest revenues from Norway's oil and gas industry, on behalf of the Norwegian population. It's an investor in more than 7,200 companies across 60 countries an ...

Core Viewpoint - U.S. stock index futures declined as concerns over artificial intelligence impacted technology stocks, with the Nasdaq facing its largest monthly decline since March 2025, while investors anticipated important inflation data later in the day [1] Group 1: Market Performance - U.S. stock index futures experienced a drop on Friday [1] - The Nasdaq is projected to have its steepest monthly decline since March 2025 [1] Group 2: Sector Impact - Growing unease regarding artificial intelligence has negatively affected technology stocks [1] Group 3: Investor Sentiment - Investors are awaiting key inflation data, which may influence market movements [1]

Well, I'm going to get up with the financial markets this morning and say three things to them. Firstly, we're extremely confident about the future of Pearson for two reasons. One, that AI is an enormous tailwind for our business. How is your moat protected at this point as you look out into the future. >> Well, the there are two reasons why I feel very strongly about the future for Pearson. The first one is AI as you know is driving a reconfiguration of jobs. uh and every CEO I talked to around the world u ...

Group 1: Dell Technologies - Dell's Infrastructure Solutions revenue grew 73% to $19.6 billion, indicating strong demand for AI servers [1] - The company disclosed a $43 billion AI server backlog, providing visibility into future revenue growth [1] - CEO Jeff Clarke expressed confidence in the company's ability to convert AI demand into sustainable revenue, with a focus on maintaining margins as AI server sales increase [1] Group 2: Intuit - Intuit reported Q2 revenue of $4.651 billion, exceeding the consensus estimate of $4.532 billion by 2.62%, and non-GAAP EPS of $4.15, surpassing the estimate of $3.68 by nearly 13% [1] - Despite strong Q2 results, Intuit's Q3 non-GAAP EPS guidance of $12.45 to $12.51 fell short of the consensus estimate of $12.97, leading to a decline in share price [1] - The Online Ecosystem segment grew 21%, driven by QuickBooks Online, but overall guidance for the full year was reiterated at levels slightly below analyst expectations [1]

本周科创板系列指数集体收涨，其中科创200指数上涨4.0%，科创成长指数、科创综指均上涨2.2%，科创100指数上涨 1.3%，科创50指数上涨1.2%。 2月27日，上海证券交易所与中证指数有限公司决定调整科创50指数样本，调入国盾量子、中科飞测、中科星图，调出君 实生物、萤石网络、天能股份，此次调整于2026年3月13日收市后生效。 | | 上证科创板 | 上证科创板 | 上证科创板 | 上证科创板 | 上证科创板 | | --- | --- | --- | --- | --- | --- | | | 50成份指数 | 100指数 | 200指数 | 综合指数 | 成长指数 | | 本周涨跌幅 | 1.2% | 1. 3% | 4. 0% | 2.2% | 2.2% | | 指数 滚动 市盘率 | 175. 6倍 | 192. 4倍 | 316. 7倍 | 220.9倍 | 163.2倍 | | 滚动市盘率 | 96.9% | 2023年8月 | 2024年8月 | 2025年1月 | 2022年11月 | | 分位 | | 7日发布 | 20日发布 | 20日发布 | 4日发布 | | 跟踪该指数 | ...

记者丨刘雪莹 编辑丨曾静娇 刚刚，两大AI芯片牛股寒武纪、摩尔线程发布最新财报，双双营收大增，摩尔线程净利仍然亏损但幅度收窄。 2月27日，寒武纪发布业绩快报，报告期内公司实现营业收入64.97亿元，同比增长453.21%，归属于母公司所有者的净 利润为20.59亿元，同比扭亏为盈。 报告期内，受益于人工智能行业算力需求的持续攀升，公司凭借产品的优异竞争力持续拓展市场，积极推动人工智能应 用场景落地，使得本期收入规模较上年同期大幅增长。 二级市场上，27日寒武纪股价一度冲高，最终收涨0.79%，以成交额143.22亿元排科创股板块第一。而26日受英伟达财 报提振，寒武纪大涨近8%。 摩尔线程去年亏损超10亿 | 長告期 | 上年同期 | 增减变动幅 | | --- | --- | --- | | | | 度(%) | | 96,198.68 | 1,174,464,377.35 | 453.21 | | 390,034.78 | -455,745,242.97 | 不适用 | | 281 570 25 455 760 055 47 不活田 | | | | 12 11 11 | J-1M FI VAT | Ho ...

Group 1: Paramount and Warner Bros. Acquisition - Paramount Skydance (PSKY) wins the bidding war for Warner Bros. Discovery (WBD) as Netflix (NFLX) decides not to raise its bid, deeming the revised offer from Paramount as "superior" [3] - The final purchase price from Paramount is $31.00 per share in cash, which values Warner Bros. at approximately $108 billion, reflecting a one-dollar increase from its previous bid [3] - Warner Bros. Discovery is contractually obligated to pay Netflix a breakup fee of $2.8 billion due to the termination of the original deal [4] Group 2: Anthropic and Pentagon Negotiations - Anthropic (ANTHRO) refuses the Pentagon's demand for unrestricted access to its AI models, stating that it cannot allow its technology to be used in all lawful cases without limitations [5] - The Pentagon has threatened to label Anthropic as a "supply chain risk" and may invoke the Defense Production Act to enforce compliance with its demands [7] - Anthropic signed a $200 million contract with the Department of Defense in July, becoming the first lab to deploy its models in classified mission workflows [8] Group 3: Burger King Whopper Update - Burger King is refreshing its iconic Whopper for the first time in nearly a decade, introducing a more premium bun and better-tasting mayo while maintaining the same beef and toppings [9][10] - The new Whopper will be served in a box instead of a wrapper to ensure quality upon delivery, reflecting changes made based on customer feedback [10] - Restaurant Brands International (QSR) announced the upgraded Whopper at its Investor Day event, with QSR shares closing up 3.3% [10]

Core Insights - Stacey Caywood has officially taken over as CEO of Wolters Kluwer, succeeding Nancy McKinstry, with a focus on AI investment and partnerships to drive growth [1][3] Company Overview - Wolters Kluwer is a global leader in information solutions, software, and services for professionals in various sectors including healthcare, tax, legal, and corporate performance [4] - The company reported annual revenues of €6.1 billion for 2025 and operates in over 180 countries with approximately 21,100 employees [5] Leadership and Strategy - Stacey Caywood has a proven track record in transforming and growing businesses at Wolters Kluwer, particularly in her previous roles in Legal & Regulatory and Health divisions [2] - The new CEO aims to accelerate AI-powered innovation across the company's portfolio, leveraging trusted content and domain expertise to enhance decision-making for professionals [3] - The near-term agenda includes expanding AI capabilities, developing partnerships, and strengthening commercial capabilities to drive growth [3]