The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: William Blair upgraded Fastly (FSLY) to Outperform from Market Perform without a price target. The company reported a "stellar" quarter driven by rising contribution from agentic AI traffic, the firm tells investors in a research note.JPMorgan upgraded MercadoLibre (MELI) to Overweight from Neutral with a price ta ...

Adjusted profit before tax increased to GBP 30 million from GBP 20 million, helped by a lower interest charge and improved operating performance. Adjusted earnings per share were GBP 0.437, with Sarah noting EPS growth lagged profit growth due to a higher group tax charge and minority interest “leakage” in Nigeria.Adjusted operating profit increased to GBP 36 million from GBP 27 million, and the adjusted operating margin improved by 240 basis points. Finance Director Sarah (who noted the presentation was he ...

Company Overview - Robinhood's fourth quarter revenue missed expectations, leading to an almost 8% decline in after-hours trading [1] - The stock was already down about 40% from its all-time high in October, raising concerns about its performance during the current crypto downturn [4] Financial Performance - Key metrics showed deceleration, particularly in net deposit growth, which continued to decline into January [2] - Despite the topline miss, management's commentary on future business growth and transaction volumes was constructive, indicating a decent outlook [3] Crypto Market Impact - Crypto revenue has decreased from over 20% to an expected near 10% of total business, with a potential 50% haircut to current trading volumes during a crypto winter [6] - This scenario would only result in a manageable 10% hit to Robinhood's EBITDA [6] Business Diversification - Robinhood is better positioned during the current crypto downturn due to its diversified product lineup, including a significant increase in net interest income and new offerings like retirement accounts and banking products [9][10] - The company is evolving into a more comprehensive financial app, which enhances its resilience compared to previous downturns [8] Options Trading Growth - Options trading, which constitutes about 25% of Robinhood's revenue, is expected to see significant growth, potentially up to 40% due to increased penetration and new product offerings [12][14] - The options market is less cyclical, allowing for trading in both up and down markets, which supports long-term growth for Robinhood [13] Prediction Markets - Robinhood's entry into prediction markets is seen as a potential growth area, leveraging its strong distribution capabilities despite increasing competition [15] - The company has announced a partnership that enhances its control over economics and product innovation in this space [16]

本报讯(记者袁传玺)2月10日，千问App宣布，推出免单卡后AI购物订单量持续增长，越来越多用户习惯 了用千问"一句话下单"。短短一天，就从盒马帮买了3吨蓝莓，从天猫超市帮买了超8万斤东北大米、超 10万斤新疆牛奶。AI购物进入县城，仅宿州盒马鲜生吾悦广场店一家门店，千问就帮用户下了近3500 单。 此前千问App多次官方提醒，"免单卡"不只买奶茶，还可以买年货，在下单高峰期，买天猫超市、盒马 更顺畅。用户只需跟千问说一句"帮我买新疆牛奶"或"下单一箱抽纸"，千问就能从海量商品中选出最合 适的商品，最快30分钟就能送到家。 千问App"30亿新春大免单"活动自2月6日上线，迅速引爆全网。社交平台上，继晒"第一杯AI奶茶"后， 近期不少用户开始晒出用千问免单卡买到的水果、零食和日用百货等"花式年货"。 很多网友在千问集齐21张免单卡后，开启"进货式采购"，让多品类订单大幅增长，县域市场尤为热衷用 AI选购品质年货。天猫超市的零食、家用清洁类商品热销，一天卖出11万盒旺仔牛奶、12万块德芙巧 克力，卖出10万包抽纸、3万瓶蓝月亮洗衣液。 ...

Here are five stocks and ETFs that investors may want to consider if market volatility persists or deepens.For those looking to play defense or balance growth exposure with protection, the market offers several options that have historically performed well in volatile or declining environments. Some benefit from steady demand regardless of economic conditions, others offer income through dividends, and a few provide both.Adding fuel to the fire are lingering tariff concerns, a weakening U.S. dollar, and a s ...

Consumer staples usually aren’t the target of speculative fervor, so massive inflows likely mean investors are starting to take some risk off the table as speculative returns diminish. These are defensive-oriented companies with consistent, predictable sales and usually return a significant portion of their profits to shareholders. And who knows? With cryptocurrencies crashing and the precious metals trade sputtering out, maybe the stampede visits this sector next.Investors are starting to look for risk-off ...

阿里云助力传音"影像艺术馆"和"影像超清"技术落地东南亚和非洲 来源｜ 36氪出海（ID：wow36krchuhai） 封面来源 ｜ Unsplash 阿里云出海竞争力增长指数登全球榜首 阿里云出海竞争力增长指数登全球榜首 Temu与匈牙利邮政达成合作 泡泡玛特欧洲总部落子英国伦敦 禾赛科技与东南亚科技巨头Grab达成战略合作 逐际动力完成2亿美元B轮融资，中东资本入局 全球算力建设加速，中国变压器工厂订单排到2027年 沙利文《2025年中国企业出海采用云服务市场研究》报告显示，阿里云综合竞争力增长指数全球第一，连续三年稳居领导者象 限，也是唯一进入领导者象限的中国云厂商。据悉，阿里云Al和云计算基础设施建设遍布全球29个地域、92个可用区，累计服务 超30万中国企业出海，海尔、比亚迪、MiniMax、传音、安踏、霸王茶姬、米哈游等众多企业选择阿里云作为出海云服务商。 2026年，阿里云计划在日本、韩国、法国、巴西、马来西亚、荷兰、墨西哥等多个国家新建数据中心，进一步完善全球布局以适 配中企出海发展需求。（阿里云官方） 据悉，阿里云助力传音"影像艺术馆"和"影像超清"技术落地东南亚、非洲，为亿级海外用户提供 ...

We recently published 12 Stocks Jim Cramer Talked About.  The Procter & Gamble Company (NYSE:PG) is one of the stocks that Jim Cramer talked about. The Procter & Gamble Company (NYSE:PG) is one of the biggest consumer goods firms in the world. The shares are down by 5.8% over the past year and are up by 12% year-to-date. In late January, TD Cowen downgraded the shares to Hold from Buy and raised the share price target to $156 from $150. The Procter & Gamble Company (NYSE:PG)’s growth prospects were on TD ...

GOOD MORNING. WE SHOULD HAVE THAT RIGHT ANNOUNCEMENT ANY MOMENT NOW. WHAT ARE YOU EXPECTING. ARE YOU EXPECTING A RATE CUT OR CONSENSUS.WE ARE LEANING TOWARDS A PAUSE, BUT EVEN IF ONE WERE TO HAPPEN, IT IS PROBABLY THE END OF THE RATE CUTTING CYCLE FOR NOW. WE THINK THE RBI'S ACTIONS ON MAINTAINING A LIQUIDITY SURPLUS IN THE MARKET IS MORE IMPORTANT. WE KNOW HOW YOU GET THAT TRANSMISSION, BUT WE DON'T THINK EVEN IF THEY DO A RATE CUT NOW THAT YOU HAVE ANOTHER ONE LEFT.BUT LIQUIDITY MEASURES -- IF THE PRESSUR ...

Financial Data and Key Metrics Changes - Fourth quarter net sales were $1.9 billion, down 2.7% year-over-year, with core sales declining 4.1% [20] - Full-year net sales were $7.2 billion, a decline of 5%, and core sales decreased by 4.6% [24] - Normalized gross margin for the fourth quarter was 33.9%, down 70 basis points year-over-year, but up 730 basis points on a three-year stacked basis [21][22] - Normalized operating margin for the fourth quarter was 8.7%, up 160 basis points year-over-year [22] - Normalized earnings per share for 2025 were $0.57, compared to $0.68 in the prior year [26] Business Segment Data and Key Metrics Changes - The Learning and Development segment showed resilience, with strong performance from brands like Sharpie and Expo [11] - The Baby segment performed well, with Graco's market share increasing by 160 basis points for the full year and over 350 basis points in the fourth quarter [12] - The Home and Commercial segment faced pressure, particularly in the Kitchen category, but promotional activity and selective price adjustments improved performance in the fourth quarter [13] - Outdoor and Recreation segment stabilized, with gross and operating margins improving as the year progressed [14] Market Data and Key Metrics Changes - Core sales in Argentina grew slightly in the fourth quarter due to economic recovery, while Brazil's core sales were down only mid-single digits [20] - The overall market environment remains challenging, with expectations of a 2% decline in categories for 2026 [16] Company Strategy and Development Direction - The company has focused on rebuilding front-end capabilities and strengthening back-end capabilities while reducing complexity [5] - A global productivity plan was announced to enhance competitiveness and support long-term value creation [9] - The company plans to launch over 25 Tier 1 and Tier 2 innovations in 2026, the strongest lineup since the Jarden acquisition [17] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that 2025 was more challenging than anticipated due to tariffs affecting consumer behavior and retail dynamics [8] - The company remains confident in its ability to outperform category growth and gain market share, despite external challenges [16] - Management expects normalized operating margin to expand in line with their financial model, with a focus on overhead reduction [31] Other Important Information - The company incurred $174 million in gross cash tariff costs in 2025, with expectations of a $130 million impact in 2026 [30] - The company plans to reduce its net leverage ratio by about half a turn, moving closer to being an investment-grade debt issuer [33] Q&A Session Questions and Answers Question: Can you help us understand your level of visibility on shelf space wins and confidence in sales growth? - Management indicated that they are planning for category declines but expect to outperform due to strong innovation and secured shelf space wins starting in Q2 [41][46] Question: What are the dynamics around pricing interventions in the baby and kitchen categories? - Management explained that they adjusted pricing in response to tariff rollbacks and are optimistic about the impact of new product launches [49][51] Question: How do you see the consumer spending trends affecting your categories? - Management noted that higher-income consumers are spending more, while lower-income consumers have pulled back, but they do not expect category growth to improve in 2026 [53][54] Question: What is the long-term structural growth rate expected for your categories? - Management suggested that with strong innovation and brand building, they aim for a growth rate of 2%-3% over the long term [66][68]