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CPI report, AI disruption sell-off, EPA rollback and more in Morning Squawk
CNBC· 2026-02-13 13:04
Company Performance - Pinterest shares fell over 20% in after-hours trading due to missing Wall Street's earnings and revenue expectations for Q4 [5] - Pinterest CEO attributed the disappointing results to President Trump's tariffs affecting retail advertisers, and the company provided weaker-than-expected guidance for Q1 [6] - In contrast, Instacart reported strong revenue and an optimistic forecast for Q1, leading to a 13% increase in its shares before the market opened [6] Economic Indicators - The Bureau of Labor Statistics is set to release January's consumer price index (CPI), which was delayed due to a government shutdown [2] - Economists anticipate a 2.5% year-over-year increase in the CPI, which would align with levels seen in May 2025 [3] Industry Valuations - Three NBA teams reached valuations of $10 billion during the 2024-2025 season, with the Golden State Warriors valued at $10.8 billion, the New York Knicks at $10.1 billion, and the Los Angeles Lakers at $10 billion [11][12] - The average revenue for the league's 30 teams was $416 million, resulting in an average valuation of $5.52 billion, reflecting an 18% increase from the previous year [12] Climate Policy - The Trump administration revoked a significant finding that classified six greenhouse gases as threats to public health, which could have long-term implications for climate change efforts [9][10]
Hacker Interstellar(SOUD) - Prospectus
2026-02-13 12:08
As filed with the Securities and Exchange Commission on February 12, 2026 Registration No. 333-[•] UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________ FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ___________________________________ Hacker Interstellar Inc. (I.R.S. Employer Identification Number) Office Unit No. 1607, Tower I of Metroplaza 223 Hing Fong Road, Kwai Chung New Territories, Hong Kong (852) 25986292 (Address, including zi ...
Hello Group to Report Fourth Quarter and Fiscal Year 2025 Results on March 18, 2026
Prnewswire· 2026-02-13 11:00
Core Viewpoint - Hello Group Inc. will release its unaudited financial results for the fourth quarter and fiscal year ended December 31, 2025, on March 18, 2026, before U.S. markets open [1] Group 1: Financial Reporting - The earnings conference call is scheduled for March 18, 2026, at 8:00 a.m. U.S. Eastern Time [1] - Participants can register for the conference call through a provided link and will receive details including dial-in numbers and a unique access PIN [1] - A telephone replay of the call will be available until March 27, 2026, with specific dial-in details for the U.S., Canada, and Hong Kong [1] Group 2: Company Overview - Hello Group Inc. is a leading player in Asia's online social networking space, operating applications like Momo and Tantan [1] - Momo facilitates social interactions based on location and interests, while Tantan focuses on helping users establish romantic connections [1] - The company has also incubated new apps targeting niche markets since 2019, including Hertz, Soulchill, and Duidui [1]
Pinterest shares are sinking. The AI risk is now, one analyst says.
MarketWatch· 2026-02-13 10:11
Core Viewpoint - Pinterest shares are experiencing a decline due to a disappointing revenue outlook and quarterly growth, raising concerns among analysts regarding potential disruptions from AI technologies [1] Group 1: Revenue Outlook - The company has provided a revenue outlook that has not met market expectations, contributing to the drop in share prices [1] - Analysts are particularly focused on the implications of AI advancements on Pinterest's business model and growth potential [1] Group 2: Quarterly Growth - The quarterly growth figures reported by the company were below expectations, further exacerbating investor concerns [1] - The combination of weak revenue outlook and subpar growth has led to increased scrutiny from analysts regarding the company's future performance [1]
Billionaire Bill Ackman Just Sold All His Chipotle Stock To Buy This AI Stock Up 1,660% Since Its IPO
The Motley Fool· 2026-02-13 09:20
Core Insights - Bill Ackman, founder of Pershing Square Holdings, has made significant portfolio moves, concentrating investments in high-conviction stocks, particularly in the tech sector [1][4] - Ackman has exited his position in Chipotle Mexican Grill and allocated approximately 10% of his portfolio to Meta Platforms, reflecting a strategic shift towards AI investments [2][4] Investment in Meta Platforms - Pershing Square has acquired a stake of roughly $2 billion in Meta Platforms, representing nearly 10% of the fund, following a sell-off after Meta's third-quarter earnings report [4][6] - Meta's stock price fell from around $750 to below $600 post-earnings but has since recovered to the high $600s, with Pershing's cost basis at approximately $625 per share [6] Meta's Financial Performance - Meta reported accelerating revenue growth, with Q3 growth at 26%, up from 16% in Q1, although Q4 growth slightly decelerated to 24% due to the comparison with elevated political ad spending in the previous year [9] - The company is trading at 21.8 times 2026 earnings estimates, which is in line with the S&P 500, but the core business, excluding Metaverse spending, trades at only 18 times earnings, indicating a potential undervaluation [11] AI Investment Strategy - Ackman believes that Meta's significant investments in AI will enhance engagement on its platforms, allowing for increased ad effectiveness and revenue growth [8][9] - The potential for AI investments to create a competitive advantage is significant, as Meta is one of the few large tech companies capable of investing heavily in AI infrastructure [13] Market Position - Meta's social media platforms boast over 3.5 billion daily active users, providing substantial network effects, yet the stock is trading at a discount compared to the overall market [12]
Pinterest Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-13 07:09
Revenue also varied by region. UCAN revenue was $979 million , up 9% , while Europe revenue was $245 million , up 25% reported (or 18% constant currency), and Rest of World revenue was $96 million , up 64% on both a reported and constant-currency basis. Donnelly said Europe growth was “lower than our expectations,” citing a “second-order effect” from certain large global retailers pulling back ad spending in Europe as they recalibrated budgets due to tariff and margin pressures.For the fourth quarter of 202 ...
New Mexico attorney general says social media not a 'safe space' for teens
NBC News· 2026-02-13 03:18
And with that, I want to bring in Ral Torres, Attorney General for the state of New Mexico. Thank you so much for making time to join us tonight. Attorney General, can you tell us a little bit more about the case unfolding in your state.Of course. What was the moment when you decided, I'm filing this suit. Well, this really got underway when we initiated an undercover investigation to really test what the experience would be like for minors on the platform and and some of our investigators who work on crimi ...
High cash flow tech giant set to raise dividends through 2030
Yahoo Finance· 2026-02-13 03:03
MetaPlatforms just posted record results while generating massive free cash flow, setting the stage for potential dividend growth as the company balances aggressive AI investments with returning cash to investors. In Q4, Meta (META) posted earnings of $8.88 per share on revenue of $59.9 billion, handily beating analyst expectations of $8.23 per share and $58.59 billion in sales. Revenue jumped 24% year-over-year, with advertising accounting for nearly 97% of the total haul at $58.1 billion. But here's wh ...
Pinterest, Inc. Q4 2025 Earnings Call Summary
Yahoo Finance· 2026-02-13 01:07
Achieved 10 consecutive quarters of record high monthly active users, reaching 619 million globally, driven by AI-led features and strong Gen Z adoption. Attributed Q4 revenue underperformance to an exogenous shock from tariffs that disproportionately impacted ad spend from top retail advertisers, a cohort where Pinterest has higher exposure than peers. Positioned the platform as a fit-for-purpose visual search destination, processing over 80 billion monthly searches, the vast majority of which are vi ...