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Jefferies sued by investors over losses tied to First Brands collapse
Reuters· 2026-02-25 22:08
NEW YORK, Feb 25 (Reuters) - Jefferies Financial Group (JEF.N), opens new tab has been sued by investors who said the financial services firm defrauded them into investing in a fund linked to First Brands, the now- bankrupt auto parts supplier. According to a complaint made public on Wednesday in a New York state court in Manhattan, Jefferies and its Point Bonita Capital trade finance fund falsely claimed to have had "cash dominion" over receivables it bought from First Brands, while the parts supplier was ...
机器人春节假期迎多重催化!机器人ETF(159770)标的指数大涨近2%
Mei Ri Jing Ji Xin Wen· 2026-02-24 03:23
盘面上,两市大幅高开,机器人概念上涨。相关ETF方面,机器人ETF(159770)标的指数开盘涨 1.92%。 机器人ETF(159770)最近十个交易日累计获资金净流入4.20亿元。截至2026年02月13日,该基金 最新规模为103.71亿元。 机器人ETF(159770)紧密跟踪机器人指数,其行业配置主要包括自动化设备(42.75%)、软件开 发(11.1%)、汽车零部件(10.3%)等,前五大成分股为科大讯飞、汇川技术、拓普集团、中控技 术、大族激光。该ETF还配备了2只场外联接基金(A类:014880;C类:014881)。 国泰海通证券指出,人形机器人在春晚上的技术展示标志着产业拐点已至,商业化进程将加速。投 资者应重点关注机器人的感知、控制和执行系统突破,这些核心环节是推动场景落地的关键。 每日经济新闻 (责任编辑:董萍萍 ) 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com 消息面上,机器人 ...
Bargain Income Powerhouses: These 2 Dividend Kings Could Deliver Massive Gains
247Wallst· 2026-02-23 15:21
Core Insights - Genuine Parts and S&P Global are highlighted as potential investment opportunities due to their current undervaluation and strong dividend histories, despite recent market challenges [1] Genuine Parts (GPC) - Genuine Parts plans to split into two independent companies by Q1 2027, which is expected to unlock value and enhance long-term performance [1] - The stock is down approximately 4% year-to-date, with a consensus price target of $145.67 per share, indicating a potential upside of about 23% from its recent close near $118 [1] - Following a Q4 earnings miss, where adjusted EPS was $1.55 against estimates of $1.82, the stock dropped roughly 15% [1] - The company forecasts adjusted EPS of $7.50 to $8.00 for 2026, with expected sales growth of 3% to 5.5% [1] - Genuine Parts has maintained a 5% compounded annual growth rate (CAGR) in dividends over the past decade, indicating reliability as an income stock [1] S&P Global (SPGI) - S&P Global shares have declined about 20% year-to-date, with a consensus price target of $566 per share suggesting a potential upside of roughly 35% from its close near $417 [1] - The decline is attributed to fears of AI disruption in the software-as-a-service sector, impacting the company's earnings guidance for 2026 [1] - Despite these concerns, S&P Global's competitive advantages in credit ratings and major indices provide a strong foundation for resilience [1] - Analysts project a 12% CAGR for EPS over the next five years, alongside an 11% dividend CAGR over the last decade, indicating potential for recovery [1]
Is Wall Street Bullish or Bearish on AutoZone Stock?
Yahoo Finance· 2026-02-23 09:59
Memphis, Tennessee-based AutoZone, Inc. (AZO) operates as a retailer and distributor of automotive replacement parts and accessories. Valued at $62.1 billion by market cap, the company offers an extensive product line for cars, sport utility vehicles, vans, and light trucks, including new and remanufactured automotive hard parts, maintenance items, accessories, and non-automotive products. Shares of this auto parts retailer have underperformed the broader market over the past year. AZO has gained 10% ove ...
AI 热潮带动芯片需求 韩国 2 月上旬出口大幅增长
Jin Rong Jie· 2026-02-23 01:01
尽管美国关税政策带来的贸易不确定性仍在持续,但在芯片需求坚挺的推动下,韩国 2 月上旬出口延续 增长势头。韩国海关周一公布的数据显示,经工作日差异调整后,2 月前 20 天出口同比增长47.3%,高 于 1 月整月修正后的 34%增幅。未经调整的数据显示,出口同比增长23.5%,进口增长11.7%,实现贸 易顺差49.5 亿美元。尽管报告期内包含三天春节假期,工作日有所减少,但 2 月整体贸易数据依然强 劲,表明在剔除日历因素后,出口动能仍然旺盛。受 人工智能与 数据中心投资拉动,芯片出口大增 134%,延续强劲涨势;电脑外设出口增长129%,石化产品出口增长11%。与此同时,汽车出口大跌近 27%, 汽车零部件出口下滑约21%,反映出在美国关税政策下行业仍在调整。这一表现显示,韩国出口 引擎仍受全球 AI 周期支撑,缓冲了其他行业的疲软。世界贸易组织总干事上月表示,AI 快速发展有望 在今年支撑全球商品贸易,帮助抵消美国关税带来的压力。 ...
Trump “May Be Required to Refund Billions of Dollars” After Supreme Court Overturns Tariffs, Hurts ‘Trillions of Dollars’ in Trade Deals
Yahoo Finance· 2026-02-20 18:58
For markets and investors, the ruling introduces a mix of clarity and uncertainty. Major indexes saw modest, but positive, initial reactions, with the S&P 500 ($SPX) up 0.3%, and Nasdaq ($NASX) up 0.5%, drifting modestly higher even as the Dow ($DOWI) slipped slightly before rebounding, suggesting that many institutional investors had priced in at least the possibility of such an outcome. Treasury yields were steady, reflecting continued caution amid mixed macroeconomic data.Justice Brett Kavanaugh, dissent ...
LKQ Q4 Earnings Miss Expectations, Revenues Decline Y/Y
ZACKS· 2026-02-20 16:05
Key Takeaways LKQ Q4 EPS of 59 cents missed estimates and fell from 80 cents a year ago, despite a revenue beat.LKQ revenues dipped to $3.31B, with parts and services organic sales down 1.7% year over year.LKQ guides 2026 EPS of $2.90-$3.20 and sees organic revenues between down 0.5% and up 1.5%.LKQ Corporation (LKQ) delivered fourth-quarter 2025 adjusted earnings of 59 cents per share, which missed the Zacks Consensus Estimate of 65 cents and declined from 80 cents reported in the year-ago period. The afte ...
Advance Auto Parts Stock Is Down 1.5%. Is It Finally Time to Buy?
Yahoo Finance· 2026-02-19 20:25
Shares of Advance Auto Parts (NYSE: AAP) shifted into reverse after its earnings report on Feb. 13. The stock fell 1.5% going into the weekend. While the auto parts company has seen its stock price leap over 40% so far this year, it's still down a long way from its all-time high of $241.91, set in 2021. The automotive parts supplier's comeback appears to be gaining momentum. Advance operates 4,305 stores, primarily within the United States, with additional locations in Canada, Puerto Rico, and the U.S. V ...
Fast-paced Momentum Stock Cooper-Standard (CPS) Is Still Trading at a Bargain
ZACKS· 2026-02-19 14:56
Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher."Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth po ...
Ananym Capital Buys Another $11 Million of LKQ Amid Stock's 26% Pullback
Yahoo Finance· 2026-02-18 19:24
Core Insights - Ananym Capital Management increased its stake in LKQ by 361,902 shares, amounting to approximately $10.91 million during Q4 2025, resulting in a total position value increase of $10.68 million [1] - LKQ now represents 13.79% of Ananym's reportable assets under management [2] - As of February 17, 2026, LKQ shares were priced at $32.51, reflecting a 14.9% decline over the past year, underperforming the S&P 500 by 29 percentage points [3] Company Overview - LKQ is a leading global distributor of automotive replacement parts, with a strong presence in North America and Europe, providing comprehensive solutions for vehicle repair and maintenance [5] - The company has a market capitalization of $8.40 billion, with a trailing twelve months (TTM) revenue of $13.96 billion and a net income of $697 million [4] Investment Implications - Ananym Capital's recent purchase of LKQ shares indicates a potential buy-the-dip strategy, as the firm had previously sold over half its shares after an initial investment in Q4 2024 [9] - The ongoing shift towards autonomous vehicles (AVs) poses questions for LKQ's operations, although the impact on the company's business model and the broader auto parts supply chain remains uncertain [10]