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 ...

Core Insights - Carillon Tower Advisers reported that small-cap stocks showed 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 for equity markets in 2026, highlighting potential opportunities in sectors such as Cyclicals, Healthcare, Information Technology, Financials, and Consumer spending [1] Company Overview: Woodward, Inc. (NASDAQ:WWD) - Woodward, Inc. is a leading manufacturer of control solutions for aerospace and industrial markets, with a market capitalization of $23.226 billion [2] - The stock closed at $387.12 per share on February 17, 2026, with a one-month return of 15.41% and a 102.08% increase over the past twelve months [2] - Woodward's strong performance in 2025 was driven by its aerospace aftermarket vertical, with expectations for increased production rates from large airframe OEMs in 2026 [3] Investment Sentiment - Woodward, Inc. was held by 52 hedge fund portfolios at the end of Q3 2025, a slight decrease from 54 in the previous quarter [4] - While Woodward is recognized for its potential, the company is not among the 30 most popular stocks among hedge funds, with some analysts suggesting that certain AI stocks may offer greater upside potential [4]

对于科技圈而言，今年春节期间最大的新闻是大模型之间的"AI大战"：阿里巴巴、腾讯、字节跳动、百度之间发生了一场史无前例的"红包大战"，总投入超 过45亿元。 对于普通人而言，这是一场指尖上的狂欢，红包雨落下的是真金白银；对于行业而言，这是一场没有硝烟的战争，撒出去的是流量入口，争夺的是AI时代 的用户心智与生态主导权。 喧嚣之下，共识渐明：AI浪潮带来的是生活的便利与效率，而非末日预言中的威胁与替代。 千问APP2月6日启动大免单，请全国人民喝奶茶，一夜爆火，快速出圈，9个小时的AI订单量达到1000万单。截至2月17日凌晨，千问APP发布的数据显示， 春节活动期间，全国超过1.3亿人第一次体验AI购物，说了50亿次"千问帮我"，千问一跃成为国民级AI助手。 千问用事实告诉行业：AI不是不能干，而是太能干了，50亿次"千问帮我"这组数字背后，是AI从"聊天玩具"到"办事助手"的质变。 千问用春节六天的数据，给行业上了一堂生动的商业化落地课，也给AI的发展指明了方向，AI行业进入第三阶段，即"办事阶段"，这才是今年春节"AI红包 大战"最重要的意义。 2月16日晚，春节除夕夜，全国人民都在看春晚，阿里巴巴干了一 ...

Core Viewpoint - The broadcast of "Wu BOT" during the 2026 Spring Festival Gala has garnered global attention, with many foreign viewers questioning the authenticity and AI involvement in the performance [1] Group 1: Technological Advancement - Multiple international media outlets have highlighted the rapid advancements in China's humanoid robot technology, showcasing its impressive development [1] - The integration of cutting-edge technological innovation with traditional culture in the program has left overseas audiences with a fresh and memorable impression [1] Group 2: Global Perception - A commentator from the UK expressed a sense of defeat upon witnessing the program, indicating a shift in the global competitive landscape regarding technological capabilities [1]

Cadence Design Systems Inc (NASDAQ:CDNS) reported upbeat financial results for the fourth quarter Tuesday after the bell.Cadence Design Systems reported fourth-quarter revenue of $1.44 billion, beating analyst estimates of $1.42 billion. The company reported fourth-quarter adjusted earnings of $1.99 per share, beating estimates of $1.91 per share, according to Benzinga Pro."Strong customer demand for our expanding AI-driven product portfolio and the essential nature of Cadence's engineering software positio ...

Core Viewpoint - Upwork Inc. has announced a new $300 million share repurchase program, contributing to a total of $600 million in share repurchase authorizations since November 2023 [1][2]. Financial Performance - 2025 was highlighted as a pivotal year for Upwork, achieving GSV growth and record financial results [2]. - The company deployed $136 million in cash to repurchase over 9 million shares in 2025, demonstrating its commitment to long-term shareholder value [2]. Share Repurchase Program - The new share repurchase authorization allows for purchases on the open market, through privately negotiated transactions, or other methods, with no expiration date [3]. - The timing and amount of repurchases will depend on market conditions and other considerations, and the authorization does not obligate Upwork to repurchase a specific dollar amount or number of shares [3]. Company Overview - Upwork connects businesses with global, AI-enabled talent across various work types, including freelance and payrolled solutions [4]. - The company has facilitated over $30 billion in total transactions since its founding, aiming to create opportunities in every work era [5].

Group 1 - H&H International Investment, managed by Duan Yongping, significantly increased its holdings in Nvidia, Pinduoduo, and Berkshire Hathaway, while also initiating small positions in three AI-related companies by the end of 2025 [1] - Duan Yongping reduced his stakes in Apple, Alibaba, and Occidental Petroleum [1]

In this articleARMNVDAGOOGLMETAAMZNMSFTNOKIA-FITSMThe replica of the ARM is an electronic chip board during a collaborative ceremony launching a partnership between Malaysia and ARM Holdings in Kuala Lumpur, Malaysia, on March 5, 2025. Hari Anggara | Nurphoto | Getty ImagesNew York-listed shares of British semiconductor firm Arm ticked 1.4% higher in premarket trading on Wednesday, after documents showed Nvidia sold its stake in the company it once wanted to buy. At the end of the third quarter, Nvidia held ...

Berkshire bets on New York Times, Palo Alto beats on earnings, Nvidia wins megadeal with Meta, and more news to start your day. ...

近期，华尔街13F报告陆续出炉，金融巨鳄们最新动向最新大曝光。 其中，股神巴菲特在最后任期继续减持苹果、美银等重仓股；高瓴HHLR四季度增持阿里、拼多多等；此前，桥水Q4增持 英伟达、亚马逊等AI热门股。 巴菲特收官"之作" 当地时间2月17日美股盘后，伯克希尔向美国证监会（SEC）披露了最新13F文件。 在巴菲特担任CEO的最后一季度，伯克希尔继续调整科技巨头持仓，减持多只重仓股的同时，首次建仓传统媒体纽约时 报。 截至2025年四季度末，伯克希尔的十大重仓股分别是：苹果、美国运通、美国银行（核心股）、可口可乐、雪佛龙、穆迪 （排名从第七升至第六）、西方石油（排名从第六降至第七）、瑞士安达保险、卡夫亨氏、谷歌母公司Alphabet。 伯克希尔连续第三个季度减持苹果。 第四季度抛售苹果超过1029万股，持股数环比第三季度减少4.32%，季末苹果持仓市值环比减少约28亿美元，持仓在伯克希 尔投资组合中的占比从三季度的22.69%降至22.60%。 以环比减少的市值看，苹果是伯克希尔2025年第四季度减持最多的个股。 纽约时报是伯克希尔四季度唯一新建仓的个股。 伯克希尔买入数量为506.7万股，持仓市值为3.52 ...