Core Insights - Bumble, Match Group, and CrunchBase experienced cyberattacks, as reported by Bloomberg News, citing spokespersons from the affected companies [1] Company Impact - Bumble, Match Group, and CrunchBase are the specific companies that were targeted in the cyberattacks [1]

Core Viewpoint - Fiverr International Ltd. is set to release its fourth quarter and full year financial results for the period ending December 31, 2025, on February 18, 2026, before market opening, followed by a conference call to discuss the results [1]. Group 1: Financial Results Announcement - The financial results will be announced before the market opens on February 18, 2026 [1]. - A conference call and webcast will take place at 8:30 a.m. ET on the same day to discuss the business and financial results [1]. - A press release and shareholder letter will be posted on Fiverr's investor relations website prior to the conference call [1]. Group 2: Company Overview - Fiverr's mission is to transform the way the world creates and works together, connecting top talent and technology with businesses globally [2]. - The platform offers services from expert freelancers across over 750 skilled categories, including software and AI development, digital marketing, and more [3]. - Fiverr aims to provide advanced talent and tools for digital services, helping businesses complete critical projects efficiently [2].

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market strategies, including daily updates, research reports, and stock screens [1] - The Zacks Style Scores provide a unique rating system for stocks based on value, growth, and momentum, helping investors identify securities with high potential for market outperformance [2] Zacks Style Scores Overview - Stocks are rated from A to F based on their value, growth, and momentum characteristics, with A being the highest score indicating a better chance of outperforming the market [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] Value Score - The Value Score targets investors looking for undervalued stocks, utilizing financial ratios like P/E, PEG, and Price/Sales to identify attractive investment opportunities [3] Growth Score - The Growth Score emphasizes a company's future earnings potential and financial health, analyzing historical and projected earnings, sales, and cash flow [4] Momentum Score - The Momentum Score is designed for traders who capitalize on price trends, using metrics like short-term price changes and earnings estimate revisions to identify high-momentum stocks [5] VGM Score - The VGM Score combines all three Style Scores, providing a comprehensive rating that helps investors find stocks with the best value, growth prospects, and momentum [6] Zacks Rank Integration - The Zacks Rank is a proprietary model that uses earnings estimate revisions to identify stocks, with 1 (Strong Buy) stocks historically yielding an average annual return of +23.9% since 1988, significantly outperforming the S&P 500 [7] - Investors are encouraged to focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal investment success [9] Stock Highlight: Yelp (YELP) - Yelp, based in San Francisco, is rated 3 (Hold) on the Zacks Rank and has a VGM Score of A, indicating potential for growth [11] - The company is projected to achieve year-over-year earnings growth of 13.3% for the current fiscal year, with a recent upward revision in earnings estimates [12] - Yelp's average earnings surprise stands at +26.8%, making it a noteworthy option for growth investors [12]

Core Viewpoint - Fiverr International Ltd. (NYSE:FVRR) is viewed as a stock that should be held due to its stability, despite being considered highly commoditized in the current market [1]. Group 1: Company Overview - Fiverr operates a marketplace for freelancers and agencies to sell digital services, including web development, writing, and design [2]. - The company recently launched a new AI product, which was expected to significantly accelerate revenue growth [2]. Group 2: Investment Sentiment - Optimist Fund noted that Fiverr's recent results were satisfactory but did not meet expectations, leading to a reduction of its position to a 4% weight [2]. - There is a belief that other AI stocks may offer greater upside potential and carry less downside risk compared to Fiverr [3].

Core Insights - The report highlights a shift in consumer behavior among young people, emphasizing a preference for real-life experiences and local activities, driven by a philosophy of enjoying the present and returning to offline experiences [1][6] Group 1: Consumption Trends - By 2025, the order volume for services related to a happy life on the Meituan app is expected to grow by 36% year-on-year, with consumers born after 1995 accounting for nearly 60% of this growth [1] - Nine key trends in service consumption for 2025 include: saving for happiness, experiential alternatives, value for money, pursuit of certainty, low-cost socializing, internal nurturing and external practice, IP collaborations, returning to nearby experiences, and local enjoyment [1] - The search volume for "experience classes" is projected to increase by 70% year-on-year, with the supply of classes priced under 10 yuan rising by nearly 152% [3][4] Group 2: Experience Economy - The concept of "weekend learning" with low-cost themed activities has emerged as a new trend, allowing consumers to switch between various experiences and gain significant joy [3] - New flexible payment models for fitness services, such as monthly subscriptions and short-term cards, have seen over 100% growth compared to the previous year [3][4] - The combination of "bathing + late-night snacks + overnight stays" is becoming a popular choice among young consumers, indicating a shift in accommodation preferences [3] Group 3: Emotional and Therapeutic Consumption - The search volume for therapeutic services is expected to grow by 112% year-on-year, with the number of merchants providing such services increasing by 111% [7] - Young consumers are increasingly engaging in traditional wellness practices, with the number of establishments offering therapies like acupuncture and cupping growing at nearly 50% [7] - Self-service KTV and other automated entertainment options are experiencing significant growth, with related transactions increasing by 604% [7] Group 4: Local and Cultural Experiences - The trend of "micro-vacations" is gaining popularity, characterized by short, local experiences that combine dining, entertainment, and social interaction [11] - The demand for local cultural experiences is rising, with consumers preferring authentic interactions over traditional tourist attractions [13] - The service retail market is projected to grow by 5.5% year-on-year, with a compound annual growth rate of 7.4% expected in the leisure and wellness sectors from 2021 to 2025 [14]

Core Viewpoint - The stock market in 2026 has started with volatility, yet investors are focusing on the AI theme to identify potential winners and losers in the sector [1]. Group 1: Market Trends - Investors are actively engaging with the AI theme amidst market volatility, indicating a strong interest in technology-driven companies [1]. Group 2: Industry Insights - Gary Alexander, with extensive experience in both Wall Street and Silicon Valley, provides insights into the technological shifts affecting the industry, having contributed to Seeking Alpha since 2017 [1].

Core Insights - Upwork Inc. will report its financial results for Q4 and the full year of 2025 on February 9, 2026, after market close [1] - A Q&A conference call will be held on the same day at 2:00 p.m. Pacific Time [1] Company Overview - Upwork Inc. connects businesses with global, AI-enabled talent across various contingent work types, including freelance and payrolled [3] - The Upwork Marketplace provides on-demand access to skilled talent, while Lifted offers solutions for enterprise organizations to manage talent [3] - The company has facilitated over $30 billion in total transactions since its founding, aiming to create opportunities in every work era [4]

Core Insights - WeChat's cross-border ecosystem data reveals significant growth in cross-border transactions and user engagement in 2025, particularly in countries like Malaysia, New Zealand, and the UK [1][3]. Group 1: Cross-Border Payment Growth - In 2025, WeChat's cross-border payment services expanded to 78 countries and regions, supporting 36 currencies [3]. - The fastest-growing countries for transaction volume include Malaysia, New Zealand, the UK, Australia, and South Korea [3]. - The number of active overseas merchants using mini-programs increased by over 30% year-on-year [3]. Group 2: User Transaction Growth - In the second half of 2025, transaction amounts for three user categories saw significant growth: outbound Chinese users increased by over 60%, local overseas users by over 70%, and inbound users by over 50% [3]. - Monthly transaction volume in the transportation sector via mini-programs grew by over 140%, while the restaurant service sector saw a 50% increase [3]. Group 3: Regional Performance - Notable regional performance includes Malaysia with a monthly transaction volume surge of over 90%, Singapore with an 80% increase, and Italy achieving a remarkable 300% growth in monthly transaction amounts [3]. Group 4: International User Engagement - Foreign visitors to China using WeChat to bind overseas bank cards saw transaction volume more than double, with duty-free shop spending increasing sixfold [4]. - WeChat Pay's "outbound use" has expanded to support 29 overseas wallets, covering users in over 12 countries and regions [4].

Core Insights - Meituan has launched a pilot program for the locksmith industry in Dalian, enhancing consumer transparency and safety through various measures [1][4] - The police have guided the initiative, resulting in a 100% police filing rate for locksmith businesses in Dalian, with some merchants experiencing a doubling in order volume and over a 50% increase in revenue [1][4] Group 1: Merchant Qualification and Evaluation - Meituan has established a qualification verification channel with the police to ensure that merchants possess the necessary police filing credentials [4] - A dynamic performance evaluation mechanism has been implemented, assessing merchants based on service timeliness, quality, and customer complaint rates, with high-performing merchants receiving increased traffic support [4] Group 2: Service Process and Consumer Education - Locksmiths are required to upload service steps in real-time and record the unlocking process via video, with the system monitoring pricing against market averages to trigger alerts for abnormal charges [4] - An AI consultation feature has been added to the Meituan app, allowing users to understand lock types and pricing standards before placing orders, while AI is also used to educate consumers on service processes and pricing rationale [4] Group 3: Future Expansion Plans - The successful experiences from the Dalian pilot will be gradually expanded to more cities across the country, leveraging platform technology to support the online transformation and service enhancement of traditional convenience service industries [4]

Core Viewpoint - Angi, formerly known as Angie's List, is laying off approximately 350 employees to reduce operating expenses and optimize its organizational structure, citing AI-driven efficiency improvements as a key factor [1][3]. Group 1: Layoffs and Financial Impact - The layoffs are expected to save Angi between $70 million and $80 million in annual spending [1]. - The cost of the layoffs is estimated to be between $22 million and $30 million [1]. Group 2: Company Background - Angi started in the 1990s as a database for homeowners to find contractors for home improvement and lawn care projects, and it rebranded in 2021 [2]. - As of the end of 2024, Angi had approximately 2,800 employees according to its latest annual filing [2]. Group 3: Industry Trends - Executives from various tech companies, including Amazon and Salesforce, have indicated a trend of replacing some human workers with AI [2]. - Geoffrey Hinton, a prominent computer scientist, has predicted that job losses due to AI will increase significantly by 2026 [3].