Nvidia ‌rose 1.2% in ⁠premarket trading ⁠after the chipmaker posted better-than-expected results for the January quarter and forecast current-quarter revenue above market estimates."The needle has clearly shifted when it ​comes to what its going to take to convince investors that the billions being poured into AI infrastructure will pay off," ​said Raffi Boyadjian, lead market analyst at Trading Point."Markets are now moving into a phase where they want to see tangible results of AI monetization before pus ...

AI冲破旧序，洞开新局，深刻影响着每一个时代同频者：谷歌、微软、IBM、甲骨文，这些顺潮水而行的科技公司，悄然将AI融入核心业务，加速面向智能 时代转身。 在中国，也有一家穿越周期的企业，默默深耕技术，在算力芯片、云、大模型、AI应用、无人驾驶等领域全面开花。走远路，见微光，抢先拿到通往 AI时 代的新船票，它就是「百度」。 百度是中国最早躬身AI的科技公司之一，在最新财报中我们看到，各个业务线的AI含量都在飙升。数据显示，百度2025年总营收达1291亿元，AI业务营收 达400亿元；四季度，百度总营收327亿元，AI业务收入占百度一般性业务收入的43%，超出市场预期。 这意味着，百度全栈AI能力驱动的"技术-商业"闭环被验证，AI不再是噱头，而是切实的新质生产力，在多个业务中开始产生真实收入。 值得注意的是，这些收入主要来自企业和用户为实际效果付费，而非短期流量或补贴。 百度AI正从"成本中心"向"利润中心"转化，兑现全栈AI公司的价值逻辑，成为互联网巨头AI转型的典型样本。 读懂百度AI的增长逻辑 科技产业的投入往往漫长，只有耐得住寂寞，才能抵达爆发的临界点。英伟达、Google们无一不是如此，以技术投 ...

ASML Holding N.V. (NASDAQ:ASML) is pushing the limits of chipmaking technology, unveiling a breakthrough that could sharply increase semiconductor output and reinforce its dominance in the global extreme ultraviolet (EUV) market. EUV Power Breakthrough Could Lift Chip Output 50% ASML’s researchers say they have developed a way to significantly increase the power of a critical light source inside its extreme ultraviolet (EUV) chipmaking machines. This move could lift chip output by as much as 50% by the e ...

Financial Data and Key Metrics Changes - Total net revenues for Q4 2025 were RMB 32.5 billion, a decrease from RMB 33.2 billion in the prior year period, representing a year-over-year decline of 2.1% [14] - Gross profit for Q4 2025 was RMB 7.4 billion, down from RMB 7.6 billion in the prior year, with a gross margin of 22.9%, slightly lower than 23.0% in the previous year [14] - For the full year 2025, total net revenues were RMB 105.9 billion, compared to RMB 108.4 billion in the prior year, indicating a decline of 2.3% [18] - Net income attributable to Vipshop shareholders increased by 5.8% year-over-year to RMB 2.6 billion in Q4 2025, with a net margin of 8.0%, up from 7.4% in the prior year [17] Business Line Data and Key Metrics Changes - The Made for Vipshop line saw sales growth of over 40%, accounting for 5% of online apparel sales in 2025 [6] - Active Super VIP (SVIP) members grew by 11% to 9.8 million, contributing 52% of online spending [8] Market Data and Key Metrics Changes - The company experienced a deceleration in December sales due to weak winter apparel demand and delayed holiday shopping caused by a later Spring Festival [4] - Consumer activity showed signs of recovery in early 2026, driven by New Year shopping, with expectations of 0% to 5% revenue growth for Q1 2026 [25][21] Company Strategy and Development Direction - The company implemented a strategic reorganization of merchandising and customer engagement teams to enhance agility and long-term competitiveness [5] - Focus on building a stronger portfolio of branded products and enhancing customer relevance through data-driven insights [6] - The company aims to deepen its offline presence through the expansion of Shan Shan outlets, which have proven to be a stable revenue stream [34] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in delivering sustainable profitability growth in 2026 and beyond, despite a dynamic macro environment [11] - The company remains focused on high-quality growth and expects to stabilize margins while making efforts to outperform in terms of margins for 2026 [26] Other Important Information - The company returned a total of $944 million to shareholders through dividends and share repurchases in 2025, with plans to maintain this momentum in 2026 [13] - Cash and cash equivalents as of December 31, 2025, were RMB 24.1 billion, with short-term investments of RMB 5.8 billion [18] Q&A Session Summary Question: Impact of late Spring Festival on business performance and recovery signs - Management noted that Q4 sales were impacted by warm weather and a late Spring Festival, but consumer activity has picked up in early 2026, supporting guidance for revenue growth [25] Question: Margin outlook for 2026 - Management expects margins to stabilize and aims to outperform in terms of margins for 2026, focusing on sustainable, profitable growth [26] Question: User growth expectations for 2026 and demand for apparel versus non-apparel - Management aims to regrow customer numbers in 2026, with a focus on providing value across categories to drive repeat business [31] Question: Resilience of the business model against e-commerce trends and offline growth - Management believes the off-price model will remain competitive and is expanding the offline business through Shan Shan outlets, which are performing well [34]

Vertiv Industrializes AI Deployment with Digitally Orchestrated Infrastructure, Collaborates with Hut 8 to Scale [Accessibility Statement] Skip NavigationVertivâ"¢ OneCore factory-integrated, digitally validated infrastructure reduces on-site deployment complexity and accelerates schedule certainty amid tightening construction constraintsCOLUMBUS, Ohio, Feb. 26, 2026 /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today announced a major evolution in high-density data ...

Investor Presentation Forward-Looking Statements February 26, 2026 Forward-looking statements include all statements that are not historical facts and can be identified by the use of forward-looking terminology such as the words "believe," "expect," "plan," "intend," "anticipate," "estimate," "predict," "potential," "continue," "may," "might," "should," "could" or the negative of these terms or similar expressions. We caution you that these statements are not guarantees of future performance and are subject ...

Core Insights - Windfall Geotek Inc. is leading a strategic consortium for the Borealis Initiative under Canada's $50 billion defense investment plan [2][4] - The company aims to apply its AI technology for land mine detection using drones, aligning with its corporate direction [3][4] - The consortium will include industry leaders in Uncrewed Systems and researchers from Quebec Universities, with a grant application expected to range from $5 million to $10 million [2][4] Company Overview - Windfall Geotek has been a leader in AI-driven mineral exploration since 2005, focusing on turning complex geoscience data into high-potential discoveries [4] - The company is expanding its expertise beyond mining into life-saving applications, including landmine and unexploded ordnance (UXO) detection [4] - The multidisciplinary team consists of geophysicists, geologists, and AI specialists, validating AI-generated targets to demonstrate system reliability [4]

Q4 and Full Year 2025 Earnings Report Speakers: DAVE GILBOA | Co-Founder & Co-CEO NEIL BLUMENTHAL | Co-Founder & Co-CEO STEVE MILLER | SVP & Chief Financial Officer Speakers: DAVE GILBOA | Co-Founder & Co-CEO NEIL BLUMENTHAL | Co-Founder & Co-CEO ADRIAN MITCHELL | SVP, Chief Financial Officer JOSH TRUPPO | VP, Financial Planning & Analysis Forward-Looking Statements / Non-GAAP Financial Measures . . This presentation contains forvard-looking statements within the meaning of Section 27A of the Securities Act ...

Core Insights - Research Solutions has launched Scite MCP, a new platform that connects directly to leading AI tools, allowing researchers to access evidence-backed answers from over 250 million scientific articles [1] Company Overview - Research Solutions (NASDAQ: RSSS) is recognized as a leading provider of AI-powered scientific research tools, enhancing the research process for users [1] Product Features - Scite MCP enables researchers and developers to search scientific literature seamlessly while evaluating the trustworthiness of research findings [1]

I last covered Hut 8 ( HUT ) in November, and downgraded my rating on the company to a hold, citing their lack of operating profitability as they try to restructure the company into anI’m Jason Ditz and I have 20 years of experience in foreign policy research. My work has appeared in Forbes, Toronto Star, Minneapolis Star-Tribune, Providence Journal, Washington Times and the Detroit Free Press, as well as American Conservative Magazine and the Quincy Institute for Responsible Statecraft. I have been writing ...