Mitsui O.S.K. Lines (MOL:TYO) has appointed a new executive team to succeed Takeshi Hashimoto, effective April 1, 2026. Jotaro Tamura will become president and CEO under the Cooperative Management System, with Hisashi Umemura as COO and Kazuya Hamazaki as CFO. Hashimoto, who has led the Blue Action 2035 plan since 2021, will transition to chairman of the board. The appointment marks the start of Phase 2 of the strategic plan (FY 2026–2030) following successful implementation of Phase 1 through FY 2025. MOL is part of the Ocean Network Express joint venture with NYK and K Line.

Kraft Heinz (KHC) has paused its plan to split into two entities, Global Taste Elevation and North American Grocery, as it faces consumer headwinds and pricing challenges. The company will instead invest $600 million in marketing, sales, R&D, and pricing to address these issues.

CEO Steve Cahillane said the challenges are "fixable and within our control," and the investment will "accelerate our return to profitable growth." The decision follows a 0.5% price rise in the latest quarter and slightly lower-than-expected revenue of $6.35 billion in Q4 2025, versus adjusted earnings of $0.67 per share, beating the $0.61 consensus.

For 2026, Kraft Heinz projects organic net sales to be 1.5%–3.5% lower than the 0.6% annual revenue decline previously expected, and adjusted EPS between $1.98 and $2.10, below the $2.50 estimate. Cahillane attributed some weakness to recent SNAP changes, vowing to adjust entry price points, pack sizes, and product availability.

Hasbro (HAS) shares jumped 8% on February 9, 2026, after the company surpassed fourth-quarter profit expectations and issued upbeat 2026 guidance, citing strong momentum in digital gaming led by Wizards of the Coast.

Sales for Wizards of the Coast rose 86% year-over-year, with operating margins improving. CEO Chris Cocks emphasized community and authentic in-person connection as drivers of growth, noting Magic: The Gathering’s broad appeal across hobby stores and online.

The Street highlights aggressive cost discipline, strong MTG sales, and a robust entertainment slate. Jefferies raised its price target to $120, up 24% from prior levels, amid a flattening toy industry and a pipeline of IP innovations including upcoming Toy Story 5 tie-ins.

GXO Logistics (NYSE: GXO) projects flat 2026 volumes amid cautious macro conditions, emphasizing organic growth and new business wins. North America is a primary focus, with U.S. markets expected to drive revenue and margin expansion. The company serves key verticals including aerospace, defense, life sciences and technology, leveraging AI and robotics through its GXO IQ operating system.

Fourth quarter results: revenue $3.5B (+7.9% YoY), adjusted EPS 87¢ vs. 83¢ YoY, beating expectations. Q4 North America outpaced Europe and the U.K. GXO has $774M of 2026 incremental revenue secured and a global pipeline of $2.5B, with a six-to-nine month sales-to-ramp-up cycle suggesting acceleration in H2 2026 and 2027.

The guidance assumes flat volume, with management targeting net leverage of about 2x EBITDA by year-end and prioritizing deleveraging and automation investments.

U.S. crude oil inventories rose 8.5 million barrels for the week ending February 6, 2026, per the EIA, pushing stockpiles to 428.8 million barrels, 3% below the five-year average for this time of year.

API data from January 29 showed a prior increase of 13.4 million barrels. Brent crude was up $1.14 to $69.94 per barrel, and WTI up $1.09 to $65.05 per barrel on Wednesday morning.

Gasoline inventories gained 1.2 million barrels; production averaged 9.1 million barrels per day. Middle distillates fell 2.7 million barrels with production at 4.9 million barrels per day. Total products supplied, a proxy for oil demand, averaged 20.8 million barrels per day, up 2.4% year-over-year. Gasoline demand averaged 8.3 million barrels per day; distillates averaged 4.1 million barrels per day, down 3.2% year-over-year.

Saudi Aramco has surpassed its 70% local content goal under the In-Kingdom Total Value Add (iktva) program and aims to raise it to 75% by 2030. Since 2016, iktva has contributed over $280 billion to Saudi GDP and created more than 200,000 direct and indirect jobs.

The state-controlled oil major reported 70% of its goods and services are now sourced locally, including over 200 localization opportunities across 12 sectors with a combined annual market opportunity of $28 billion. This shift enhances supply chain resilience and supports Vision 2030 by building a regional manufacturing hub for oilfield services and industrial equipment.

The 75% target by 2030 is expected to drive continued capital into domestic manufacturing and services, offering growth prospects for Saudi-listed industrial and materials firms while intensifying competition for international oilfield service providers lacking a local manufacturing footprint.

Severe winter storms across the U.S. from January to February 2026 depressed economic activity, pushing up natural gas prices and affecting auto and retail sales. The Energy Information Administration reported the largest natural gas inventory drawdown since 2010 in the week ending January 30, 2026, with wholesale prices up 81% in January and forecasts for 2026 up 25% higher than previously estimated.

Vehicle sales fell to a three-year low in January, likely due to reduced travel and test-driving during storms. Economists predict a -3% drag on housing construction in the first quarter and potential volatility in broader GDP, but a rebound is expected in February and March unless additional severe cold or storms develop.

INVH shares surged over 12% on February 11, 2026, following the issuance of a patent for a modified INVOcell device, a key innovation in the fertility treatment space. The patent, granted by the United States Patent and Trademark Office, reinforces the company’s competitive moat and expands its intellectual property protection for its proprietary technology.

The approval follows positive internal trial results and strengthens INVH’s position in the high-growth fertility sector. The company plans to leverage the patent to expand its product line and defend against potential generics. The stock closed at $14.25 on the NASDAQ, up $1.70 from the prior day’s close.

W. P. Carey (CARE) will host a conference call to review its Q4 2025 earnings results on Tuesday, February 19, 2026, at 12:00 PM Eastern Time. The call will provide an update on the company’s financial performance, including revenue, net income, and guidance for 2026, with a focus on real estate leasing and asset management activities. A live webcast will be available on the company’s investor relations website, and a replay will be archived for 90 days.

Ryder Systems (R) shares rose 6% inursday, February 12, 2026, following a fourth-quarter report with slightly lower profits but stable revenue. The company reported revenue of $1.35 billion, a modest decline from $1.37 billion in the same period last year, while operating income contracted to $135 million from $141 million. Management attributed the profit moderation to inflationary pressures and higher vehicle maintenance costs, not to a decline in demand. The stock closed at $47.25 on the NYSE, reflecting resilience in the trucking and mobility services sector.

Ford (F) posted Q4 results after the market that missed estimates, with a full-year net loss of $8.2B and a Q4 net loss of $11.1B, primarily due to $12.5B and $7B special items from its EV pivot recognized in Q4 and 2026–2027, respectively. The Model e unit is expected to report a $4B–$4.5B loss in 2026.

Looking ahead, Ford guided to adjusted EBIT $8B–$10B, free cash flow $5B–$6B, and CAPEX $9.5B–$10.5B for 2026, with first-half EBIT expected lower than the second-half as temporary aluminum sourcing for the F-Series adds costs. The Novelis plant fire in upstate New York, which disrupted production, is expected to normalize by year-end.

Tariff-offset changes communicated in December added $900M in costs, and the year included $2B in net tariff costs and $2B in Novelis-related outages. US sales rose 6% in 2025 to about 2.2M vehicles; hybrids posted a record 228,072 units, up 21.7%, while EVs declined 50% after the federal tax credit expired.

CEO Jim Farley and CFO Sherry House target an 8% adjusted EBIT margin by 2029, with Ford+ units separating traditional ICE, EV, and Pro truck businesses.

Galaxy Management Co. CEO Mike Novogratz predicts the speculative phase of cryptocurrency is ending, with the sector shifting toward real-world assets and lower returns. He drew parallels between the November 2022 FTX collapse and the October 2025 $19B derivatives crash, noting narratives in crypto take time to rebuild.

The firm is launching a $100 million crypto hedge fund by early March, with up to 30% of assets allocated to crypto tokens and the rest to financial services stocks expected to be impacted by digital asset technologies and regulations.

Bitcoin fell 47% from its October all-time high above $126,000 to $66,551, near $60,000 last week, down 10% in the past week; Ethereum and top altcoins including XRP and Solana declined similarly. Tokenization is expected to drive a shift toward different return profiles for tokenized stocks versus traditional crypto trading.

America Movil (AMX:MX) is preliminarily targeting capital expenditures of 14%-15% of revenues for 2026 and beyond, CFO Carlos Garcia said, following Q4 results. Following the $1.2 billion sale of Telefonica Chile to NJJ and Millicom on February 9, funds earmarked for a prior bid will be redirected to debt reduction and regional consolidation opportunities.

The finance chief noted the spending plan is still to be finalized. “We expect consolidation in the market and want to be positioned to pursue it,” said CEO Daniel Hajj, referencing small fiber providers in Latin America and Desktop in Brazil, with whom the company is in talks.

The quarter ended with net profit up roughly fivefold, with revenues rising over 3% on foreign exchange gains that lowered financing costs. Shares were up slightly in morning trading.

Monaco, the AI sales platform co-founded by Sam Blond, a former Founders Fund VC and head of sales at Brex, went publically beta today following a stealth launch. The startup has raised $35 million in total — $10 million in seed and $25 million in Series A — led by Founders Fund, with participation from Human Capital and a broad angel group including Patrick and John Collison (Stripe), Garry Tan (Y Combinator), and Neil Mehta (Greenoaks).

Monaco serves seed- and Series A-stage companies with an AI-native CRM and prospect database, managed by experienced salespeople, automating outreach and follow-up while humans guide the AI. The company employs about 40 people and is positioned to challenge Salesforce and HubSpot in a crowded market, offering a flat-fee, beta-discounted pricing model.

Amazon Pharmacy plans to expand same-day prescription delivery to nearly 4,500 U.S. cities by December 31, 2026, adding almost 2,000 new communities, including Idaho and Massachusetts. The service, launched in 2020 following a $753 million acquisition of PillPack, will see Prime members access many generics for $5 per month via RxPass. The expansion follows October 2026 deployment of prescription vending machines at One Medical clinics.

Enteragiants (NASDAQ:ENT) shares rose on February 11, 2026, following an open-market purchase of company stock by its board members. The buy was disclosed on the firm's investor relations page, signaling confidence in the company's outlook. The company is scheduled to release its earnings results on March 1, 2026. The stock closed at $22.45 on the day of the board's purchase, up 2.3% from the prior trading session's close of $21.97.

The U.S. Energy Information Administration (EIA) reported on February 11, 2026, that crude oil inventories increased by 2.2 million barrels to 493.8 million barrels, exceeding expectations. The rise followed a strong start to the week and reflects continued supply outpacing demand.

Key figures: Inventories up 2.2 mb; at 493.8 mb; vs. 491.6 mb prior week. Analysts note this suggests upward pressure on crude prices as storage capacity nears its 520 mb ceiling. The EIA also reported馏分 fuel stocks down 1.3 mb and distillate stocks down 2.2 mb.

U.S. January nonfarm payrolls data, released on February 11, 2026, surprised expectations, sending Treasuries sharply lower as traders revised down the Federal Reserve’s 2026 rate outlook. Yields rose sharply: the 2-year yield jumped 9 bps to 3.55%, and the 10-year yield climbed 6 bps to near 4.20%. The first Fed pivot was moved to mid-July, with less than 5% probability of a March rate cut and an average 49 bps easing for 2026, down from 59 bps previously.

Data showed 130,000 new nonfarm jobs in January, with the unemployment rate falling to 4.3%. Stronger labor market resilience expanded the Fed’s pause room, increasing pressure on longer-term Treasuries and futures. The yield curve inversion and heightened selling in 10-year Treasuries futures reflected the shift. The inversion also compressed yields for upcoming 10-year auctions, with yields climbing from ~4.14% to ~4.20% shortly after the report. Dollar-index strength briefly followed, with yen volatility and a slight gain.

Market focus now turns to the upcoming inflation report, with officials signaling policy may remain鹰派 unless inflation trends downward more clearly.

The Bureau of Labor Statistics’ annual revision of 2025 employment data大幅 reduces truck transportation jobs, with December 2025 at 1,466,900 and January 2026 at 1,462,600, a year-to-year decline of 125,200. The peak in truck transportation jobs was revised to 1,587,800 in January 2023. Monthly adjustments for 2025 narrowed the gap: January 2025 was revised from 1,532,000 to 1,493,100, and December 2025 from 1,503,300 to 1,466,900. In contrast, warehouse employment rose to 1,833,100 in December 2025 (up 41,600 from 1,791,500), while the broader Transportation and Warehouse sector declined by 104,000 jobs in 2025, down from a September estimate of a 6,600 gain. The latest figures reflect broader labor market contraction in logistics and freight movement.

Date: February 11, 2026

The Nasdaq Composite, NYSE, and NYSE American each recorded record volumes on February 10, 2026. The Composite closed at 15,423.51, up 1.3%, reflecting heightened trading activity. The NYSE reported 1.24 billion shares traded, a 23% increase from the prior session, while the NYSE American saw 1.08 billion shares, up 19% from the previous day.