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  Post-Bell | U.S. Stocks Edge Lower; Sandisk Surges 11%; Micron Jumps 10%; TSMC Gains 3%; Unity Plunges 26%
  01 Stock MarketAs of Feb 12, the U.S. major indexes closed as follows:The U.S. major indexes closed as follows: Dow Jones down 0.13% at 50,121.40; S&P 500 down 0.00% at 6,941.47; NASDAQ down 0.16% at...
  Post-Bell | U.S. Stocks Edge Lower; Sandisk Surges 11%; Micron Jumps 10%; TSMC Gains 3%; Unity Plunges 26%
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Newspress","summary":"01 Stock MarketAs of Feb 12, the U.S. major indexes closed as follows:The U.S. major indexes closed as follows: Dow Jones down 0.13% at 50,121.40; S&P 500 down 0.00% at 6,941.47; NASDAQ down 0.16% at...","content":"<html><head></head><body><h2 id=\"id_1935239280\">01 Stock Market</h2><p>As of Feb 12, the U.S. major indexes closed as follows:<strong>The U.S. major indexes closed as follows: Dow Jones down 0.13% at 50,121.40; S&amp;P 500 down 0.00% at 6,941.47; NASDAQ down 0.16% at 23,066.47.</strong> The session featured mixed moves: strength across select semiconductors contrasted with softness in some mega-cap tech names. Investors digested a heavier earnings slate and AI infrastructure headlines, while pockets of software underperformed. Overall breadth was balanced, with resilient hardware names offsetting declines in several growth software and crypto-linked equities. <strong>Unusual-move stocks</strong>: Elevated movers were concentrated in chips and software. <strong>MU</strong> up <strong>9.94%</strong> at <strong>$410.34</strong>; <strong>TSM</strong> up <strong>3.37%</strong> at <strong>$374.09</strong>; <strong>NVDA</strong> up <strong>0.80%</strong> at <strong>$190.05</strong>; <strong>AMD</strong> up <strong>0.00%</strong> at <strong>$213.58</strong>; <strong>INTC</strong> up <strong>2.46%</strong> at <strong>$48.29</strong>; <strong>SOXL</strong> up <strong>7.44%</strong> at <strong>$68.05</strong>; <strong>SNDK</strong> up <strong>10.65%</strong> at <strong>$599.34</strong>; <strong>STX</strong> up <strong>2.78%</strong> at <strong>$407.25</strong>; <strong>U</strong> down <strong>26.32%</strong> at <strong>$21.41</strong>; <strong>MSFT</strong> down <strong>2.15%</strong> at <strong>$404.37</strong>; <strong>GOOG</strong> down <strong>2.29%</strong> at <strong>$311.33</strong>; <strong>GOOGL</strong> down <strong>2.39%</strong> at <strong>$310.96</strong>; <strong>AMZN</strong> down <strong>1.39%</strong> at <strong>$204.08</strong>; <strong>AAPL</strong> up <strong>0.67%</strong> at <strong>$275.50</strong>; <strong>PLTR</strong> down <strong>2.75%</strong> at <strong>$135.68</strong>; <strong>COIN</strong> down <strong>5.73%</strong> at <strong>$153.20</strong>; <strong>SLV</strong> up <strong>4.29%</strong> at <strong>$76.56</strong>; <strong>SHOP</strong> down <strong>6.70%</strong> at <strong>$118.71</strong>; <strong>NFLX</strong> down <strong>3.15%</strong> at <strong>$79.62</strong>. <strong>Chip leadership and AI infrastructure themes supported semis, while software skews weighed on growth cohorts.</strong> Memory and foundry names such as <strong>MU</strong> and <strong>TSM</strong> advanced amid robust AI supply-chain signals, even as mega-cap platforms like <strong>MSFT</strong>, <strong>GOOG</strong>, and <strong>GOOGL</strong> declined. The sharp drop in <strong>U</strong> followed softer guidance, and crypto-exposed <strong>COIN</strong> moved lower alongside digital-asset volatility. Meanwhile, strength in <strong>SLV</strong> pointed to renewed interest in precious metals proxies, and selective gains in <strong>AAPL</strong> and <strong>NVDA</strong> helped cushion broader tech weakness.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8da950a7563301329fe0bbc94d6f2319\" title=\"\" tg-width=\"1080\" tg-height=\"1920\"/></p><h2 id=\"id_3312239884\">02 Other Markets</h2><p><strong>U.S. 10-year Treasury yield rose by 0.00%, latest at 4.17%.</strong> <strong>USD/CNH</strong> rose <strong>0.00%</strong>, at <strong>6.91</strong>; <strong>USD/HKD</strong> fell <strong>0.0205%</strong>, at <strong>7.82</strong>. <strong>U.S. Dollar Index</strong> rose <strong>0.0072%</strong>, at <strong>96.90</strong>. <strong>WTI crude futures</strong> rose <strong>0.34%</strong>, at <strong>64.85</strong> USD/bbl; <strong>COMEX gold futures</strong> rose <strong>0.38%</strong>, at <strong>5,117.70</strong> USD/oz.</p><h2 id=\"id_2646732406\">03 Top News</h2><p>1. <strong>Cisco Issued A Weaker Margin Outlook, Pressuring Shares.</strong> The company guided adjusted gross margin to <strong>65.5%–66.5%</strong>, below the <strong>68.2%</strong> average estimate, even as it forecast revenue of <strong>$15.4–$15.6 billion</strong>. Management cited memory-chip constraints and AI-related retooling but expects hyperscaler AI orders to reach <strong>$5 billion</strong> in fiscal 2026, negotiating favorable terms with suppliers. </p><p>2. <strong>Grab Forecasted Annual Revenue Below Expectations And Announced A Buyback And Stash Acquisition.</strong> The firm expects revenue of <strong>$4.04–$4.10 billion</strong>, a shade under consensus, and unveiled a <strong>$500 million</strong> share buyback. It also agreed to acquire <strong>Stash Financial</strong> with an initial valuation of <strong>$425 million</strong>, aiming to bolster digital finance capabilities as consumers seek value-focused services. </p><p>3. <strong>The U.S. Bureau Of Labor Statistics Reported Stronger‑Than‑Expected Payroll Growth, Easing Labor Concerns.</strong> Nonfarm payrolls increased by <strong>130,000</strong> with the unemployment rate at <strong>4.3%</strong>, both better than forecasts. The delayed release underscored a labor market in low-growth mode, with prior-year benchmark revisions reducing counts but broadly aligning with expectations. </p><p>4. <strong>Cloudflare Beat Quarterly Expectations And Guided Above Consensus, Lifting The Outlook.</strong> The company reported stronger revenue and a narrower loss, with current-quarter revenue guided to about <strong>$620–$621 million</strong>, above estimates. Management highlighted robust demand for security and network services, supporting continued top-line acceleration. </p><p>5. <strong>Vertiv Delivered An Earnings Beat And Raised Guidance On Data‑Center Demand.</strong> Adjusted EPS came in at <strong>$1.36</strong> and Q1 revenue guidance of <strong>$2.5–$2.7 billion</strong> topped street expectations. Full-year guidance to <strong>$13.25–$13.75 billion</strong> in sales and <strong>$5.97–$6.07</strong> EPS reflects AI-driven capacity needs and margin expansion. </p><p>6. <strong>Kraft Heinz Posted Lower Profit And Sales And Issued Cautious Full‑Year Guidance.</strong> Adjusted net income was <strong>$0.67</strong> per share and net sales were <strong>$6.35 billion</strong>, both down year over year. The company guided fiscal adjusted EPS to <strong>$1.98–$2.10</strong>, below consensus, citing a challenging consumer backdrop. </p><p>7. <strong>Shopify Projected Revenue Above Estimates And Announced A $2 Billion Buyback.</strong> The company expects low‑thirties percentage revenue growth in the current quarter, topping consensus growth expectations. It also authorized up to <strong>$2 billion</strong> in share repurchases, pointing to solid demand from higher‑income consumers and resilient holiday performance. </p><p>8. <strong>Unity Issued Softer Guidance For The New Quarter, Triggering A Sharp Selloff.</strong> The firm guided revenue to <strong>$480–$490 million</strong> and EBITDA to <strong>$105–$110 million</strong>, below expectations. Despite a Q4 beat, investors focused on competitive pressures and AI innovation risks, driving shares markedly lower. </p><p>9. <strong>Humana Guided 2026 Earnings Below Street Amid Lower Medicare Ratings.</strong> The company expects adjusted EPS of at least <strong>$9</strong>, under consensus, citing lower quality ratings for Medicare Advantage plans. Management adopted a more conservative outlook to reflect a dynamic reimbursement environment. </p><p>10. <strong>Tower Semiconductor Beat Profit Estimates And Expanded Silicon Photonics Investment.</strong> Adjusted EPS was <strong>$0.78</strong>, topping estimates, with revenue of <strong>$440.2 million</strong>. The company added <strong>$270 million</strong> to silicon photonics capacity, targeting more than fivefold output growth by 2026 as hyperscaler AI data traffic surges. </p><p>---<strong>Sources</strong>: Reuters, Dow Jones, Tiger Newspress, public market data </p><p><strong>Disclaimer</strong>: This content is for reference only and does not constitute investment advice.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Post-Bell | U.S. Stocks Edge Lower; Sandisk Surges 11%; Micron Jumps 10%; TSMC Gains 3%; Unity Plunges 26%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPost-Bell | U.S. Stocks Edge Lower; Sandisk Surges 11%; Micron Jumps 10%; TSMC Gains 3%; Unity Plunges 26%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-02-12 07:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_1935239280\">01 Stock Market</h2><p>As of Feb 12, the U.S. major indexes closed as follows:<strong>The U.S. major indexes closed as follows: Dow Jones down 0.13% at 50,121.40; S&amp;P 500 down 0.00% at 6,941.47; NASDAQ down 0.16% at 23,066.47.</strong> The session featured mixed moves: strength across select semiconductors contrasted with softness in some mega-cap tech names. Investors digested a heavier earnings slate and AI infrastructure headlines, while pockets of software underperformed. Overall breadth was balanced, with resilient hardware names offsetting declines in several growth software and crypto-linked equities. <strong>Unusual-move stocks</strong>: Elevated movers were concentrated in chips and software. <strong>MU</strong> up <strong>9.94%</strong> at <strong>$410.34</strong>; <strong>TSM</strong> up <strong>3.37%</strong> at <strong>$374.09</strong>; <strong>NVDA</strong> up <strong>0.80%</strong> at <strong>$190.05</strong>; <strong>AMD</strong> up <strong>0.00%</strong> at <strong>$213.58</strong>; <strong>INTC</strong> up <strong>2.46%</strong> at <strong>$48.29</strong>; <strong>SOXL</strong> up <strong>7.44%</strong> at <strong>$68.05</strong>; <strong>SNDK</strong> up <strong>10.65%</strong> at <strong>$599.34</strong>; <strong>STX</strong> up <strong>2.78%</strong> at <strong>$407.25</strong>; <strong>U</strong> down <strong>26.32%</strong> at <strong>$21.41</strong>; <strong>MSFT</strong> down <strong>2.15%</strong> at <strong>$404.37</strong>; <strong>GOOG</strong> down <strong>2.29%</strong> at <strong>$311.33</strong>; <strong>GOOGL</strong> down <strong>2.39%</strong> at <strong>$310.96</strong>; <strong>AMZN</strong> down <strong>1.39%</strong> at <strong>$204.08</strong>; <strong>AAPL</strong> up <strong>0.67%</strong> at <strong>$275.50</strong>; <strong>PLTR</strong> down <strong>2.75%</strong> at <strong>$135.68</strong>; <strong>COIN</strong> down <strong>5.73%</strong> at <strong>$153.20</strong>; <strong>SLV</strong> up <strong>4.29%</strong> at <strong>$76.56</strong>; <strong>SHOP</strong> down <strong>6.70%</strong> at <strong>$118.71</strong>; <strong>NFLX</strong> down <strong>3.15%</strong> at <strong>$79.62</strong>. <strong>Chip leadership and AI infrastructure themes supported semis, while software skews weighed on growth cohorts.</strong> Memory and foundry names such as <strong>MU</strong> and <strong>TSM</strong> advanced amid robust AI supply-chain signals, even as mega-cap platforms like <strong>MSFT</strong>, <strong>GOOG</strong>, and <strong>GOOGL</strong> declined. The sharp drop in <strong>U</strong> followed softer guidance, and crypto-exposed <strong>COIN</strong> moved lower alongside digital-asset volatility. Meanwhile, strength in <strong>SLV</strong> pointed to renewed interest in precious metals proxies, and selective gains in <strong>AAPL</strong> and <strong>NVDA</strong> helped cushion broader tech weakness.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8da950a7563301329fe0bbc94d6f2319\" title=\"\" tg-width=\"1080\" tg-height=\"1920\"/></p><h2 id=\"id_3312239884\">02 Other Markets</h2><p><strong>U.S. 10-year Treasury yield rose by 0.00%, latest at 4.17%.</strong> <strong>USD/CNH</strong> rose <strong>0.00%</strong>, at <strong>6.91</strong>; <strong>USD/HKD</strong> fell <strong>0.0205%</strong>, at <strong>7.82</strong>. <strong>U.S. Dollar Index</strong> rose <strong>0.0072%</strong>, at <strong>96.90</strong>. <strong>WTI crude futures</strong> rose <strong>0.34%</strong>, at <strong>64.85</strong> USD/bbl; <strong>COMEX gold futures</strong> rose <strong>0.38%</strong>, at <strong>5,117.70</strong> USD/oz.</p><h2 id=\"id_2646732406\">03 Top News</h2><p>1. <strong>Cisco Issued A Weaker Margin Outlook, Pressuring Shares.</strong> The company guided adjusted gross margin to <strong>65.5%–66.5%</strong>, below the <strong>68.2%</strong> average estimate, even as it forecast revenue of <strong>$15.4–$15.6 billion</strong>. Management cited memory-chip constraints and AI-related retooling but expects hyperscaler AI orders to reach <strong>$5 billion</strong> in fiscal 2026, negotiating favorable terms with suppliers. </p><p>2. <strong>Grab Forecasted Annual Revenue Below Expectations And Announced A Buyback And Stash Acquisition.</strong> The firm expects revenue of <strong>$4.04–$4.10 billion</strong>, a shade under consensus, and unveiled a <strong>$500 million</strong> share buyback. It also agreed to acquire <strong>Stash Financial</strong> with an initial valuation of <strong>$425 million</strong>, aiming to bolster digital finance capabilities as consumers seek value-focused services. </p><p>3. <strong>The U.S. Bureau Of Labor Statistics Reported Stronger‑Than‑Expected Payroll Growth, Easing Labor Concerns.</strong> Nonfarm payrolls increased by <strong>130,000</strong> with the unemployment rate at <strong>4.3%</strong>, both better than forecasts. The delayed release underscored a labor market in low-growth mode, with prior-year benchmark revisions reducing counts but broadly aligning with expectations. </p><p>4. <strong>Cloudflare Beat Quarterly Expectations And Guided Above Consensus, Lifting The Outlook.</strong> The company reported stronger revenue and a narrower loss, with current-quarter revenue guided to about <strong>$620–$621 million</strong>, above estimates. Management highlighted robust demand for security and network services, supporting continued top-line acceleration. </p><p>5. <strong>Vertiv Delivered An Earnings Beat And Raised Guidance On Data‑Center Demand.</strong> Adjusted EPS came in at <strong>$1.36</strong> and Q1 revenue guidance of <strong>$2.5–$2.7 billion</strong> topped street expectations. Full-year guidance to <strong>$13.25–$13.75 billion</strong> in sales and <strong>$5.97–$6.07</strong> EPS reflects AI-driven capacity needs and margin expansion. </p><p>6. <strong>Kraft Heinz Posted Lower Profit And Sales And Issued Cautious Full‑Year Guidance.</strong> Adjusted net income was <strong>$0.67</strong> per share and net sales were <strong>$6.35 billion</strong>, both down year over year. The company guided fiscal adjusted EPS to <strong>$1.98–$2.10</strong>, below consensus, citing a challenging consumer backdrop. </p><p>7. <strong>Shopify Projected Revenue Above Estimates And Announced A $2 Billion Buyback.</strong> The company expects low‑thirties percentage revenue growth in the current quarter, topping consensus growth expectations. It also authorized up to <strong>$2 billion</strong> in share repurchases, pointing to solid demand from higher‑income consumers and resilient holiday performance. </p><p>8. <strong>Unity Issued Softer Guidance For The New Quarter, Triggering A Sharp Selloff.</strong> The firm guided revenue to <strong>$480–$490 million</strong> and EBITDA to <strong>$105–$110 million</strong>, below expectations. Despite a Q4 beat, investors focused on competitive pressures and AI innovation risks, driving shares markedly lower. </p><p>9. <strong>Humana Guided 2026 Earnings Below Street Amid Lower Medicare Ratings.</strong> The company expects adjusted EPS of at least <strong>$9</strong>, under consensus, citing lower quality ratings for Medicare Advantage plans. Management adopted a more conservative outlook to reflect a dynamic reimbursement environment. </p><p>10. <strong>Tower Semiconductor Beat Profit Estimates And Expanded Silicon Photonics Investment.</strong> Adjusted EPS was <strong>$0.78</strong>, topping estimates, with revenue of <strong>$440.2 million</strong>. The company added <strong>$270 million</strong> to silicon photonics capacity, targeting more than fivefold output growth by 2026 as hyperscaler AI data traffic surges. </p><p>---<strong>Sources</strong>: Reuters, Dow Jones, Tiger Newspress, public market data </p><p><strong>Disclaimer</strong>: This content is for reference only and does not constitute investment advice.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120541997","content_text":"01 Stock MarketAs of Feb 12, the U.S. major indexes closed as follows:The U.S. major indexes closed as follows: Dow Jones down 0.13% at 50,121.40; S&P 500 down 0.00% at 6,941.47; NASDAQ down 0.16% at 23,066.47. The session featured mixed moves: strength across select semiconductors contrasted with softness in some mega-cap tech names. Investors digested a heavier earnings slate and AI infrastructure headlines, while pockets of software underperformed. Overall breadth was balanced, with resilient hardware names offsetting declines in several growth software and crypto-linked equities. Unusual-move stocks: Elevated movers were concentrated in chips and software. MU up 9.94% at $410.34; TSM up 3.37% at $374.09; NVDA up 0.80% at $190.05; AMD up 0.00% at $213.58; INTC up 2.46% at $48.29; SOXL up 7.44% at $68.05; SNDK up 10.65% at $599.34; STX up 2.78% at $407.25; U down 26.32% at $21.41; MSFT down 2.15% at $404.37; GOOG down 2.29% at $311.33; GOOGL down 2.39% at $310.96; AMZN down 1.39% at $204.08; AAPL up 0.67% at $275.50; PLTR down 2.75% at $135.68; COIN down 5.73% at $153.20; SLV up 4.29% at $76.56; SHOP down 6.70% at $118.71; NFLX down 3.15% at $79.62. Chip leadership and AI infrastructure themes supported semis, while software skews weighed on growth cohorts. Memory and foundry names such as MU and TSM advanced amid robust AI supply-chain signals, even as mega-cap platforms like MSFT, GOOG, and GOOGL declined. The sharp drop in U followed softer guidance, and crypto-exposed COIN moved lower alongside digital-asset volatility. Meanwhile, strength in SLV pointed to renewed interest in precious metals proxies, and selective gains in AAPL and NVDA helped cushion broader tech weakness.02 Other MarketsU.S. 10-year Treasury yield rose by 0.00%, latest at 4.17%. USD/CNH rose 0.00%, at 6.91; USD/HKD fell 0.0205%, at 7.82. U.S. Dollar Index rose 0.0072%, at 96.90. WTI crude futures rose 0.34%, at 64.85 USD/bbl; COMEX gold futures rose 0.38%, at 5,117.70 USD/oz.03 Top News1. Cisco Issued A Weaker Margin Outlook, Pressuring Shares. The company guided adjusted gross margin to 65.5%–66.5%, below the 68.2% average estimate, even as it forecast revenue of $15.4–$15.6 billion. Management cited memory-chip constraints and AI-related retooling but expects hyperscaler AI orders to reach $5 billion in fiscal 2026, negotiating favorable terms with suppliers. 2. Grab Forecasted Annual Revenue Below Expectations And Announced A Buyback And Stash Acquisition. The firm expects revenue of $4.04–$4.10 billion, a shade under consensus, and unveiled a $500 million share buyback. It also agreed to acquire Stash Financial with an initial valuation of $425 million, aiming to bolster digital finance capabilities as consumers seek value-focused services. 3. The U.S. Bureau Of Labor Statistics Reported Stronger‑Than‑Expected Payroll Growth, Easing Labor Concerns. Nonfarm payrolls increased by 130,000 with the unemployment rate at 4.3%, both better than forecasts. The delayed release underscored a labor market in low-growth mode, with prior-year benchmark revisions reducing counts but broadly aligning with expectations. 4. Cloudflare Beat Quarterly Expectations And Guided Above Consensus, Lifting The Outlook. The company reported stronger revenue and a narrower loss, with current-quarter revenue guided to about $620–$621 million, above estimates. Management highlighted robust demand for security and network services, supporting continued top-line acceleration. 5. Vertiv Delivered An Earnings Beat And Raised Guidance On Data‑Center Demand. Adjusted EPS came in at $1.36 and Q1 revenue guidance of $2.5–$2.7 billion topped street expectations. Full-year guidance to $13.25–$13.75 billion in sales and $5.97–$6.07 EPS reflects AI-driven capacity needs and margin expansion. 6. Kraft Heinz Posted Lower Profit And Sales And Issued Cautious Full‑Year Guidance. Adjusted net income was $0.67 per share and net sales were $6.35 billion, both down year over year. The company guided fiscal adjusted EPS to $1.98–$2.10, below consensus, citing a challenging consumer backdrop. 7. Shopify Projected Revenue Above Estimates And Announced A $2 Billion Buyback. The company expects low‑thirties percentage revenue growth in the current quarter, topping consensus growth expectations. It also authorized up to $2 billion in share repurchases, pointing to solid demand from higher‑income consumers and resilient holiday performance. 8. Unity Issued Softer Guidance For The New Quarter, Triggering A Sharp Selloff. The firm guided revenue to $480–$490 million and EBITDA to $105–$110 million, below expectations. Despite a Q4 beat, investors focused on competitive pressures and AI innovation risks, driving shares markedly lower. 9. Humana Guided 2026 Earnings Below Street Amid Lower Medicare Ratings. The company expects adjusted EPS of at least $9, under consensus, citing lower quality ratings for Medicare Advantage plans. Management adopted a more conservative outlook to reflect a dynamic reimbursement environment. 10. Tower Semiconductor Beat Profit Estimates And Expanded Silicon Photonics Investment. Adjusted EPS was $0.78, topping estimates, with revenue of $440.2 million. The company added $270 million to silicon photonics capacity, targeting more than fivefold output growth by 2026 as hyperscaler AI data traffic surges. ---Sources: Reuters, Dow Jones, Tiger Newspress, public market data Disclaimer: This content is for reference only and does not constitute investment advice.","news_type":1,"symbols_score_info":{".SPX":1,".DJI":1,".IXIC":1}},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}