US stocks wavered Tuesday in volatile trading as Wall Street continued assessing the AI jitters that have hammered markets in recent weeks. The tech-heavy Nasdaq Composite (^IXIC) fell 0.1%, recovering from steeper losses, while the S&P 500 (^GSPC) shed roughly 0.1%. Moving the other way, the blue chip-heavy Dow Jones Industrial Average (^DJI), which includes fewer tech names, hovered above the flatline. After a break for Presidents Day, AI concerns continue to simmer. Investors are on the lookout for t ...

微信编辑 | 雨林 2月17日，第一财经记者发现，App Store中，豆包App排名反超阿里系的千问、蚂蚁阿福，上升至第一 名。今日字节跳动方面披露，除夕当天豆包AI互动总数达19亿。 ...

Summary of Zebra Technologies Conference Call Company Overview - **Company**: Zebra Technologies (NasdaqGS: ZBRA) - **Event**: Citi's 2026 Global Industrial Tech and Mobility Conference - **Date**: February 17, 2026 Key Industry Insights - Zebra Technologies operates at the intersection of automation, digitization, on-demand economy, and AI, focusing on enhancing efficiency and productivity for customers across various sectors [3][4] - The company reported a 6% organic growth in 2025 and anticipates continued momentum into 2026, despite a conservative organic growth guidance of approximately 4% for 2026, which is below the long-term average of 5%-7% [4][5] Financial Performance - **2025 Highlights**: - 6% organic growth - 17% EPS growth - Strong free cash flow [3][5] - **2026 Guidance**: - Organic growth expected to be around 4% - Pricing actions from the previous year contributed approximately 0.5 points to growth [6][7] Market Segments and Growth Drivers - **Manufacturing**: - Experienced high single-digit growth in Q4 2025, indicating a recovery in demand [5][9] - Investments in e-commerce and inside sales capabilities are aimed at small and mid-sized manufacturers [9][10] - **Healthcare, Retail, and E-commerce**: - These sectors are showing relative strength and are expected to contribute positively to growth in 2026 [8][9] - **Transportation and Logistics (TNL)**: - Slight decline in Q4 2025, but long-term opportunities exist due to AI capabilities enhancing delivery processes [13][15] AI and Technology Integration - Zebra is positioning itself as a leading AI provider for frontline workers, integrating AI across its portfolio to enhance asset visibility and operational efficiency [17][18] - The company is developing an AI suite of products aimed at improving productivity and collaboration among frontline workers [18][19] - AI is seen as a differentiating factor in customer investment decisions, with ongoing efforts to ensure that AI applications are tailored to specific customer needs [24][25] Challenges and Risks - Lingering uncertainties include inflation, interest rates, and consumer behavior, which could impact growth [6][8] - The company is cautious about the potential disruption from new AI entrants and the need for flexibility in automation solutions [24][27] Cost Management and R&D - Zebra aims for a 50 basis points annualized margin expansion, driven by operating leverage and productivity initiatives [30][31] - The exit from the robotics business is expected to reduce R&D expenses by $20 million annually, allowing for a focus on higher-growth areas like RFID, machine vision, and AI [32][33] Strategic Acquisitions and Portfolio Management - The acquisition of Elo is expected to create synergies and enhance the product offering, with confirmed synergies of $10 million already identified [62][64] - The company is focused on M&A opportunities that align with its existing portfolio and drive growth in automation technologies [71][72] Emerging Trends - The need for automation and digitization remains critical as companies seek to enhance productivity and adapt to changing consumer behaviors [74][75] - There is a significant opportunity in connecting frontline workers digitally, as 50% of them are still not digitally connected [27][28] Conclusion Zebra Technologies is navigating a complex landscape with a focus on leveraging AI and automation to drive growth across various sectors. While facing challenges such as inflation and competition, the company is strategically positioned to capitalize on emerging trends and enhance its product offerings through targeted investments and acquisitions.

Leidos (NYSE:LDOS) Q4 2025 Earnings call February 17, 2026 08:00 AM ET Company ParticipantsChris Cage - EVP and CFOColin Canfield - DirectorGavin Parsons - Director or Aerospace and Defense Equity ResearchKen Herbert - Managing DirectorScott Mikus - DirectorSeth Seifman - Executive DirectorStuart Davis - VP of Investor RelationsThomas Bell - CEOTobey Sommer - Managing DirectorConference Call ParticipantsGautam Khanna - AnalystGreg Konrad - AnalystJohn Godden - AnalystJonathan Siegman - AnalystOperatorBe adv ...

Miss the pandemic era of working from home? Give it a decade or two, and it’s set to be the norm again. That’s because, although baby boomer and Gen X bosses may be winning the return-to-office war right now, new data suggests it’s a short-lived victory. In fact, the National Bureau of Economic Research found that millennial and Gen Z bosses are far more likely to let staff work remotely than their older counterparts—and that it’s only a matter of time before they take over and bring their affinity for fl ...

Core Insights - eToro reported a net contribution revenue of $868 million for the full year 2025, representing a year-over-year growth of 10% [1] - The company achieved a GAAP net profit of $216 million for 2025, reflecting a 12% increase compared to the previous year [1] - As of the end of 2025, eToro's assets under management (AUA) reached $18.5 billion, marking an 11% growth year-over-year [1] Financial Performance - Full year net contribution revenue: $868 million, up 10% [1] - GAAP net profit: $216 million, up 12% [1] - Assets under management (AUA): $18.5 billion, up 11% [1] Corporate Actions - eToro's board approved an increase in the stock buyback program by $100 million, raising the remaining authorization to $150 million [1] Strategic Focus - The company plans to enhance its investment in AI tools, cryptocurrency, and on-chain infrastructure [1] - eToro aims to expand its offerings in 24/7 trading and products related to cryptocurrency and tokenization [1]

Molson Coors Beverage Company (NYSE:TAP) is one of the 12 Dividend Stocks With High Insider Buying. Evercore Raises Price Target on Molson Coors (TAP), Maintains Outperform Rating On February 9, 2026, Evercore ISI analyst Robert Ottenstein maintained an Outperform rating on Molson Coors Beverage Company (NYSE:TAP) and raised the stock’s price target from $50 to $55. Conversely, in a recent update on February 11, 2026, JPMorgan’s analyst Andrea Faria Teixeira maintained a Hold rating on the stock with a p ...

Blue Owl Technology Finance Corp. (NYSE:OTF) is one of the 12 Dividend Stocks With High Insider Buying. Blue Owl (OTF) President Significantly Raises His Stakes in the Company Pressmaster/Shutterstock.com Blue Owl Technology Finance Corp. (NYSE:OTF)’s President, Erik Bissonnette, purchased 10,000 shares of the company’s stock in a transaction valued at $147,000 on January 30, 2026. This marks the second significant purchase from the company’s President in the last three months. Earlier, on November 21, ...

Core Viewpoint - Franklin Resources, Inc. (NYSE:BEN) is experiencing mixed analyst ratings, with Evercore maintaining a Sell rating and a price target of $28, while TD Cowen holds a Buy rating with a price target of $36 [1]. Group 1: Analyst Ratings - Evercore ISI analyst Glenn Schorr reiterated a Sell rating on Franklin Resources on February 5, 2026, with a price target of $28 [1]. - TD Cowen analyst William Katz maintained a Buy rating on the same day, setting a price target of $36 [1]. - Morgan Stanley reaffirmed an Underweight rating on February 3, 2026, but raised the price target from $21 to $22 [3]. Group 2: Assets Under Management - As of January 31, 2026, Franklin Resources reported preliminary month-end assets under management (AUM) of $1.71 trillion, reflecting a $0.03 million increase from December 31, 2025 [2]. - The increase in AUM was attributed to favorable market conditions and $1.5 billion in long-term net inflows, offset by a $1.5 billion outflow from Western Asset Management [2]. Group 3: Company Overview - Franklin Resources, Inc. is a global investment management firm founded in 1947, headquartered in California, offering a range of products including mutual funds and institutional accounts [3].

Mach Natural Resources LP (NYSE:MNR) is one of the 12 Dividend Stocks With High Insider Buying. KeyBanc Downgrades Mach Natural Resources (MNR) to Sector Weight Rating On January 16, 2026, KeyBanc downgraded Mach Natural Resources LP (NYSE:MNR) from Overweight to Sector Weight. The price target on the stock was unavailable. KeyBanc has adopted a more cautious stance toward the oil and gas sector as it enters 2026 with soft crude pricing and fluctuations in natural gas markets. The firm cited integration ...