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AI Immunity Trade Strikes Again

I. From Digital Back To AnalogThe “AI Immunity Trade” has caused more casualties in the stock market. It started with selloffs in software and private credit stocks at the beginning of the year. Since then, it has hit wealth managers, insurance brokerage, tax preparation, accounting services, professional data, and

The Bull Case For Jabil (JBL) Could Change Following Eagle Harbour Semiconductor Partnership And Investment

In January 2026, Eagle Harbour Technologies announced a manufacturing partnership and strategic minority investment from Jabil to enhance advanced semiconductor fabrication capabilities and scale SEMI-compliant power solutions.This move deepens Jabil’s presence in semiconductor capital equipment while aligning its manufacturing services with long-term demand across AI, cloud, automotive, healthcare, and digital commerce end markets.Next, we’ll examine how this semiconductor-focused...

Zillow predicts major US real estate, housing market change

Ive reported and published stories on current trends in real estate and the housing market for a number of years, and I always find it useful to take a look at mortgage rates and significant behavior shifts home buyers are making. Real estate technology company Zillow also pays close attention to ...

Angelalign Technology Inc. (6699.HK) erklärt, dass Vorabentscheidung des Europäischen Gerichtshofs über bestimmte Softwarefunktionen nur minimale Auswirkungen auf Nutzer haben wird

SAN CLEMENTE, Kalifornien--(BUSINESS WIRE)--Angelalign Technology Inc. (6699.HK) („Angel”) erklärte, eine Verordnung der Lokalkammer Düsseldorf des Einheitlichen Patentgerichts (Deutschland), dass es seine Nutzung bestimmter Softwarefunktionen vorläufig einstellt, die Behandlungspläne automatisch aktualisieren, hätte minimale Auswirkungen auf Kieferorthopäden und Patienten, die seine Clear-Aligner Produkte nutzen. Das Urteil gilt für bestimmte Länder und schließt Spanien, die Schweiz, das Verei

How Investors Are Reacting To Robinhood Markets (HOOD) Q4 Crypto Slump Amid Record 2025 Results

Robinhood Markets reported fourth-quarter 2025 revenue of US$1.28 billion versus US$1.01 billion a year earlier, while quarterly net income fell to US$605 million and diluted EPS to US$0.66; for 2025 overall, revenue rose to US$4.47 billion with net income of US$1.88 billion and diluted EPS of US$2.05. Despite record full-year results and continued diversification into areas such as prediction markets and Robinhood Chain, the company’s latest quarter exposed how a sharp 38% drop in crypto...

Oil set for weekly drop as Iran risks recede, oversupply concerns

Oil prices were little changed on Friday after falling in the previous session, and are set for their second weekly decline, on receding concerns of an Iranian conflict that could affect supply and on forecasts supply will exceed demand this year.

Geekvape Neutra Raih European Product Design Award 2025

SHENZHEN, China--(BUSINESS WIRE)--Geekvape Neutra, produk terbaru dari Geekvape, berhasil meraih penghargaan European Product Design Award (EPDA) 2025. Sebagai salah satu ajang penghargaan desain produk terkemuka di dunia, EPDA mengakui keunggulan desain yang menggabungkan estetika, fungsionalitas, inovasi, serta dampak nyata bagi kehidupan. Mengusung prinsip keberlanjutan sebagai inti pengembangannya, Geekvape Neutra menjadi langkah penting dalam desain rendah karbon dan mencerminkan komitmen

Yuan Set to Extend Surge Against Indian Rupee, Analysts Say

The yuan’s rally against the rupee may have further to run, potentially boosting India’s trade competitiveness, as authorities in the two nations diverge in how they manage their currencies, according to analysts.

Pure Storage Highlights Evergreen Model For AI Storage Growth And Valuation Potential

Pure Storage, NYSE:PSTG, is highlighting its Evergreen architecture and subscription-based model as a differentiator in AI-focused storage.The company is positioning its storage platforms for AI workloads as less tied to semiconductor supply swings than traditional flash manufacturers.These developments come as investors pay closer attention to how storage vendors are adapting to growing AI data demands.Pure Storage, trading at $70.81, is drawing attention for how its business model fits...

Why Amentum Stock Is Crashing This Week

The company highlighted several bright spots in its first quarter fiscal 2026 financial results. Investors dont seem interested, though.

Fed policy is tighter than thought, inflation not a problem, Miran says

The Federal Reserves current monetary-policy setting threatens U.S. economic growth that otherwise is being "underwritten" by a range of Trump administration policies including tax cuts, Fed Governor Stephen Miran said on Thursday as he again laid out the case for more interest-rate cuts.

Comcast Rural Broadband Buildouts Add New Layer To CMCSA Investment Story

Comcast has completed major broadband buildouts across Indiana, West Virginia, and Pennsylvania. The projects connect thousands of previously underserved homes and businesses to high speed internet. These rollouts are part of a multi state effort with support from state programs and local communities. For investors tracking NasdaqGS:CMCSA, this kind of physical network expansion is a core part of Comcast’s business story, not just a side project. The stock last closed at $31.82, with a 7.7%...

Is Surging Earnings Expectations Reframing the Investment Case for Topgolf Callaway Brands (CALY)?

Topgolf Callaway Brands reported its Q4 2025 results and hosted its earnings call on February 12, 2026, following an earlier announcement of the after-market release date. Analyst sentiment has turned more optimistic, with a top-tier Zacks Rank and a very large upward move in full-year earnings expectations reshaping how investors view the company. We’ll examine how the sharply higher earnings expectations ahead of results could influence Topgolf Callaway Brands’ existing investment...

Wind River präsentiert Edge AI für intelligente Netzwerke auf der MWC Barcelona

ALAMEDA, Kalif.--(BUSINESS WIRE)--Wind River, ein Aptiv Unternehmen und global führend bei Software für die intelligente Edge, wird die neuesten Technologien vom 2. bis zum 5. März auf der MWC Barcelona präsentieren. Darunter sind Lösungen, die Edge AI für telco RAN, core, IT und Enterprise-Umgebungen ermöglichen. Der Stand von Wind River befindet sich in Halle 2, Stand 2F25. Wind River unterstützt Unternehmen bei der Einbindung von modernen, KI-basierten Plattformen, die 5G-, Edge-, und cloudn