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X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2026-02-09 13:35
ProCap Financial plans to be the first publicly traded agentic finance firm.Our mission is "to help independent investors make money."We believe the combination of bitcoin and AI provides a unique opportunity for $BRR shareholders. https://t.co/0UGqAkdVli ...
Orix Corp Ads Q3 Earnings Call Highlights
Yahoo Finance· 2026-02-09 09:02
Core Insights - Orix Corp reported a net income of JPY 389.7 billion for the nine months ended December 31, 2025, marking an increase of JPY 117.9 billion year-over-year, representing 89% of the revised full-year forecast of JPY 440 billion [2] Financial Performance - Pre-tax profit for the nine-month period was JPY 567.7 billion, up JPY 184.3 billion year-over-year, with profits increasing across all three categories: finance, operation, and investments, particularly strong in the investments category [3] Shareholder Returns and Buyback Progress - Orix expanded its share buyback program to JPY 150 billion, with JPY 128.1 billion completed by the end of January, achieving an 85% progress rate [4] - The company aims for a full-year payout ratio of 39% of net income per share, translating to approximately JPY 153 per share based on the JPY 440 billion net income forecast [5] Segment Performance Highlights - Finance segment profit increased 8% year-over-year to JPY 145.5 billion, attributed to growth in investment income and higher finance revenues in Australia and Asia excluding Greater China [6] - Operation segment profit rose 17% to JPY 189.5 billion, supported by gains from partial sales of shares in Canara Robeco and improvements in airport concessions and real estate operations [7]
AI创业必看,YC划出最新10个黄金赛道,下一个巨头或将诞生在这些领域
Sou Hu Cai Jing· 2026-02-08 08:20
近日,硅谷知名创业孵化器 Y Combinator 发布了 2026 年春季创业赛道指南(RFS)。作为全球最具影响力的创业加速器,这一传统旨在让创业者窥见 YC 希望他们解决的下一代问题。 RFS 的传统可以追溯到 2008 年左右。每年 RFS 的变化都预示着风口,很多想法直接来自 YC 内部合伙人或创始人的一线观察。比如 2021 年全是 Web3 和远程协作,2023 年是生成式 AI。 像 Cursor 和Claude Code这样的工具,在目标明确的情况下,能极大地提升构建软件的效率。但在现实的商业世界里,最难的其实不是怎么把东西造出 来,而是搞清楚到底该造什么。很多公司折腾了半年,最后发现做出的功能根本没人用,这才是最大的浪费。 长期以来,决定做什么这件事一直高度依赖产品经理(PM)的大脑。PM 需要从成百上千小时的用户访谈录音、乱七八糟的后台数据和堆积如山的市场 反馈中,像大海捞针一样找出用户的真实痛点。然后,他们得熬夜写出长达几十页的产品需求文档,再拆成一个个任务丢给程序员。 YC 认为,这种方式现在已经过时了。 他们提出要做一个"产品管理领域的 Cursor"。用户上传客户访谈记录和产品使 ...
X @Forbes
Forbes· 2026-02-07 19:31
RT John Hyatt (@John__Hyatt)NEW: Epstein emails show how billionaire financier Leon Black, founder of Apollo, relied on the convicted sex offender to help him leverage his multi-billion-dollar art for $500m+ in loans from Bank of America.https://t.co/kNDWstzGWy ...
Wall Street Roundup: Risk Off
Seeking Alpha· 2026-02-06 18:25
Group 1: Bitcoin Market Dynamics - Bitcoin has experienced a significant decline, down 13% this week and 27% over the past month, with its value dropping from a peak of over $126,000 to below $63,000 [4][5] - The selling pressure was exacerbated by leveraged positions being forced to liquidate, indicating Bitcoin's status as a risk asset rather than a stable currency [6] - The volatility in Bitcoin reflects broader market concerns about overvaluation and risk allocation in investment portfolios [3][6] Group 2: Software Stocks and AI Impact - Software stocks have seen substantial declines, with major players like Microsoft down 7%, Adobe down 10%, and Oracle down 16%, driven by fears that AI advancements may render many companies obsolete [10][15] - New AI tools announced by companies like Anthropic and Google have contributed to market anxiety, leading to a sell-off in related stocks [7][10] - The market is grappling with the dual concerns of high capital expenditures on AI that may not yield expected returns and the potential for AI to disrupt entire industries [16][18] Group 3: Earnings Reports and Market Reactions - Alphabet reported an 18% revenue increase and a 48% growth in cloud revenue, but its stock fell due to high capital expenditure predictions for 2026, which could consume a significant portion of its profits [12][13] - Amazon's projected capital expenditures for 2026 are also high, at $200 billion, representing 28% of its revenue and 256% of its net income, raising concerns about sustainability [14][15] - Hershey's stock rose 9% after beating earnings expectations and raising guidance, reflecting a shift towards more resilient consumer staples amid economic uncertainty [27][28] Group 4: Economic Indicators and Job Market Concerns - Recent job market data indicates rising initial jobless claims and the lowest job openings since September 2020, suggesting a weakening labor market [31][32] - Layoffs announced by major companies like Amazon and UPS contribute to a pessimistic outlook for upcoming job reports [32][33] - The defensive rotation in the market is evident as investors seek stability in traditional sectors like consumer staples and healthcare, moving away from riskier tech assets [26][31]
OneMain Holdings, Inc. 2025 Q4 - Results - Earnings Call Presentation (NYSE:OMF) 2026-02-05
Seeking Alpha· 2026-02-05 14:32
Group 1 - The article discusses the importance of enabling Javascript and cookies in browsers to prevent access issues [1] - It highlights that users with ad-blockers may face restrictions when trying to access content [1]
Regional Management Corp. 2025 Q4 - Results - Earnings Call Presentation (NYSE:RM) 2026-02-04
Seeking Alpha· 2026-02-05 01:00
Group 1 - The article does not provide any relevant content regarding company or industry insights [1]
Hilltop Holdings Inc. 2025 Q4 - Results - Earnings Call Presentation (NYSE:HTH) 2026-02-04
Seeking Alpha· 2026-02-04 14:45
Group 1 - The article discusses the importance of enabling Javascript and cookies in browsers to prevent access issues [1] - It highlights that users with ad-blockers may face restrictions when trying to access content [1]
‘Talent Outlook 2026’: Where Jobs Are Growing This Year – And Where They’re Not
Yahoo Finance· 2026-02-04 01:35
Job Market Overview - The job market for the Class of 2026 is stable but selective, with 16% of global companies planning to reduce staffing levels and another 16% expecting to hire more [1] - 40% of companies anticipate maintaining current staffing levels, while 4% are uncertain about their hiring plans [1] Employment Outlook - Net Employment Outlooks have slightly improved from the previous quarter but remain lower than the same period last year, indicating a cautious hiring sentiment among employers [2] - Employers are not in expansion mode despite a recent uptick in hiring sentiment [2] Industries Hiring in 2026 - The finance sector has the strongest Net Employment Outlook at 32%, indicating resilience for business students [3] - The information sector follows with a Net Employment Outlook of 29%, although it has cooled compared to prior periods [4] - Construction and real estate, along with professional, scientific, and technical services, both have a Net Employment Outlook of 27%, driven by different market dynamics [4] Additional Industry Insights - Manufacturing shows a modest rebound with a Net Employment Outlook of 25%, while hospitality (24%) and trade and logistics (23%) are experiencing a softening [6] - Utilities and natural resources maintain stability with a Net Employment Outlook of 22% [6] - The public sector, health, and social services have the lowest overall outlook at 20%, but this sector has seen a notable improvement with hiring sentiment up five points [7]
X @Circle
Circle· 2026-02-03 23:00
Now open on Circle Payments Network (CPN): Philippines payouts with @coinsphCoinsph is now live on CPN, enabling PHP payouts via trusted local rails.→ PHP settlement via InstaPay (real-time) and local partner banks→ Reduced reliance on correspondent banking→ One integration for compliant, high-throughput payoutsA new corridor is now live, connecting global stablecoin settlement to the Philippines. ...