Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 8:30 a.m. ET Call participants Chief Executive Officer — Robert Mauch Chief Financial Officer — James Cleary Takeaways Adjusted Diluted EPS -- $4.08, representing a 9% increase, attributed mainly to U.S. Healthcare Solutions segment performance. -- $4.08, representing a 9% increase, attributed mainly to U.S. Healthcare Solutions segment performance. Consolidated Revenue -- $85.9 billion, up 5.5%, reflecting growth in both reportable segments and other business lines. -- $85.9 billion, up 5.5%, reflecting growth in both reportable segments and other business lines. U.S. Healthcare Solutions Revenue -- $76.2 billion, a 5% rise, driven by higher volumes in GLP-1 products, specialty sales, and health system partnerships. -- $76.2 billion, a 5% rise, driven by higher volumes in GLP-1 products, specialty sales, and health system partnerships. GLP-1 Product Sales -- Grew by $1 billion, an 11% increase, evidencing heightened specialty utilization in the U.S. market. -- Grew by $1 billion, an 11% increase, evidencing heightened specialty utilization in the U.S. market. Consolidated Gross Profit -- $3 billion, up 18%, primarily due to the U.S. Healthcare Solutions segment. -- $3 billion, up 18%, primarily due to the U.S. Healthcare Solutions segment. Gross Profit Margin -- 3.48%, an improvement of 37 basis points, mainly influenced by the Retina Consultants of America (RCA) acquisition. -- 3.48%, an improvement of 37 basis points, mainly influenced by the Retina Consultants of America (RCA) acquisition. Operating Expenses -- $1.9 billion, an approximately 22% increase, primarily from the RCA acquisition and overall revenue support. -- $1.9 billion, an approximately 22% increase, primarily from the RCA acquisition and overall revenue support. Consolidated Operating Income -- $1.1 billion, 12% higher, driven by both RCA acquisition impact and U.S. Healthcare Solutions growth. -- $1.1 billion, 12% higher, driven by both R...

财联社2月4日讯（编辑 赵昊） 纳斯达克最新宣布，公司提议将加快新上市大市值公司纳入股票基准指数的速度，因当下已有一批巨头企业计划年内上市。 根据纳斯达克发布的声明，这项被称为“快速纳入”（fast entry）的规则修订，将允许新上市公司在交易满15个交易日后就可被纳入纳斯达克100指数——这一时间远短于当前至少三个月的等待期。 美股三大指数中的“纳指”通常指的是“纳斯达克综合指数”，有近三千只成分股；纳斯达克100指数是纳斯达克综合指数的“精选版”，由100只成分股构成。 这100只股票横跨科技、媒体和消费品等行业，具有高科技、高成长和非金融的特点。随着人工智能热潮推动大型科技股大涨，该指数已成为关键市场风向标。 据数据统计，全球有超过6000亿美元的ETF直接以纳斯达克100为基准，其中最知名就是Invesco的QQQ。当下， 纳斯达克正与纽交所争夺IPO资源，而与纳指挂钩的庞大指数基金规模，可能成为吸引企业上市的重要筹码。 纳斯达克的最新决定凸显出指数编制机构面临的压力：一些大型企业只要挂牌便带来巨大的市值体量，比如预计年内进行IPO的SpaceX，其潜在估值高达1.3万亿美元——一上市便超过当前纳斯达克100指数中90%的公司。 Jefferies指数策略主管Kaasha Saini表示：“市场可能担心，被动型基金会错过新股上市后进一步上涨的行情，等到纳入指数时又不得不进行更高成本的换仓。新规将使指数更及时、更真实地反映市场结构。” 其他指数机构如MSCI早已采取类似机制，使大型IPO能在上市后不久被纳入指数。相比之下，纳斯达克100仍要求新股经过三个月“观察期”，以建立足够的流动性和价格稳定性。 纳斯达克在最新的声明中写道，“快速纳入”规则属于行业咨询的一部分，预计将于本月晚些时候结束。如果纳斯达克指数管理委员会在征求意见后批准，该变更将在下一次季度调整平衡（即3月23日）后生效。 纳斯达克表示：“随着企业的结构演变以及指数相关资产管理规模的持续增长，确保及时纳入最大市值的纳斯达克非金融企业，并保持被动投资者的可复制性，变得愈发重要。” Invesco也表示，该提案是纳斯达克持续创新的最新体现，“规则型指数必须不断进化，以适应变化中的市场环境。” 为确保大型公司顺利纳入，纳斯达克还提议在计算市值时同时考虑已上市和未上市股份，而非仅统计已上市股份。不过，这...

小鵬汽車-W(09868)發行7170股A類普通股以滿足限制性股份單位 提供者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

akinbostanci/E+ via Getty Images Global markets are entering a more unforgiving phase of the artificial intelligence trade, as investors abandon the idea that every tech stock is a winner, according to Jim Reid of Deutsche Bank. “In our 2026 World Outlook, published back in November, we argued that AI is likely to be transformative—but that identifying the long-term winners and losers at this early stage is close to pure guesswork,” Reid said. “My concern then was that the market seemed very confident it already knew who the winners would be.” That confidence has faded. Deutsche Bank’s data showed drawdowns from 52-week highs across a broad set of U.S. tech and tech-related stocks, as well as private equity firms with exposure to the sector. Several names are down between 40% and more than 70%, highlighting what Reid described as “a true winners and losers landscape.” “The market has clearly shifted from the ‘every tech stock is a winner’ mindset to something far more brutal,” Reid said. Reid said the real long-term beneficiaries of AI are likely to be companies capable of deploying tools that are “cheap, scalable, and able to deliver meaningful productivity gains,” particularly in large organizations with data-heavy, rules-based workflows. For now, however, the process of identifying those firms remains highly uncertain. One notable outlier is the Magnificent Seven. As a group, the index is only about 1% below its peak, even though six of the seven stocks are down between 5% and 25%. The exception is Alphabet ( GOOGL ) ( GOOG ), which Reid noted is “up nearly 25% over the last three months and roughly 75% over the last six.” “That +75% translates into around $1.7 trillion in market value,” he said, adding that the gain alone has offset a significant share of losses elsewhere and helps explain why the S&P 500 remains near record highs. Reid warned that if more of the largest tech names were to slip into the losers’ column, “that’s when it would properly spill over i...

Key Points Wix stock has been battered over the past year. The quickly improving capabilities of AI tools pose a real risk to the company's business model. Wix stock looks cheap, but earnings may not be sustainable in the AI era. 10 stocks we like better than Wix.com › Shares of website-building platform Wix (NASDAQ: WIX) dropped 16.4% in January, according to data provided by S&P Global Market Intelligence. Other than a buyback plan announced late in the month, there was no meaningful news driving the decline. Instead, persistent fears that artificial intelligence will wreck business models across the software industry are likely the culprit. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » AI is a real threat While website-building tools are a dime a dozen, switching costs are incredibly high. Once a customer builds a website for their business on Wix's platform, moving that website is a disruptive, painful process that usually isn't worth the effort. Wix is still performing well, with revenue rising 14% year over year in the third quarter of 2025. However, the writing may be on the wall. AI tools can build entire websites today, and as time goes on, those tools will only improve. If a Wix customer wants to free themselves from the platform, AI tools lower the switching costs. Wix has jumped headfirst into this AI website coding trend by acquiring Base44, a tool that enables app creation with AI. Base44 had more than 2 million users as of November, and over 1,000 new paying subscribers join daily. The platform was expected to reach annual recurring revenue of $50 million by the end of 2025. While Wix has a horse in the AI website builder race, it's not clear whether that business will enjoy meaningful switching costs or if Wix has any competitive advantage. There are quite a few similar tools available that are at least as popular as Base44, including Lovable. A cheap stock, but ...

少数房企预告利润增长或扭亏为盈，但其盈利来源主要集中于财务重组、资产处置或投资退出，与地产主业的关联度有限 【财新网】 房地产行业深度调整已逾四年， A股 房企整体业绩仍未走出亏损区间。Wind数据显示，截至2月3日，在A股房地产管理和开发板块中，已有74家上市公司披露2025年业绩预告。以预告净利润下限计算，已披露业绩预告的房企合计预亏逾2400亿元。 从结构上看，行业亏损高度集中。按预告净利润下限排序，亏损额最高的前10家房企合计预亏约1940亿元，占全部预告亏损规模的八成以上。 从单家企业来看，万科A（000002.SZ）预告净亏损约820亿元，居A股房企之首，亦可能刷新A股房企年度亏损纪录。万科成立于1984年，销售额长期位列行业前列。2024年，万科出现上市以来首次年度亏损，全年录得归母净亏损约494.78亿元。2025年11月，万科债务危机正式爆发。（详见财新网报道 《2025年万科预亏约820亿元 过去两年合计亏损超1300亿元》 ）这亦导致万科业绩进一步下探。

BlackRock Inc.'s Chief Executive Officer Larry Fink is urging Indians to invest in their country's economic growth and says we are now in the "era of India." Reliance Chairman Mukesh Ambani echoes the sentiment and says the startup culture is thriving. They speak at a forum in Mumbai. (Source: Bloomberg)

格隆汇2月4日｜礼来(LLY.US)大涨超10%，最高触及1103.87美元，总市值重回1万亿美元上方。消息面上，礼来公布强劲的2025年第四季度财报，营收同比增长43%至193亿美元，调整后每股收益同比增长42%至7.54美元，分别超出分析师预期的180亿美元和6.73美元。期内，Mounjaro和Zepbound两款产品合计销售额超过116亿美元，占公司总营收的60%以上。另外，礼来给出积极的业绩指引，预计2026年全年营收将在800亿至830亿美元之间，调整后每股收益将在33.5至35美元之间，分别超出分析师预期的777亿美元和33.08美元。(格隆汇)

Source: Bloomberg, 4:41

Investing.com -- Wolfe Research analyst Chris Caso told clients in a note on Wednesday that Nvidia’s valuation has become compelling once more, arguing that the company’s long-term earnings trajectory remains firmly intact despite recent share-price consolidation. Caso said Wolfe’s positive stance on Nvidia, which the firm added to its “Alpha List” last month, “is based on our view of fundamentals, and not about seasonal trading trends.” While the firm highlighted a pattern in Nvidia’s performance, noting that “over the past 3 years, the majority of NVDA’s performance occurred in the Jan-Aug timeframe,” Caso said the seasonal trend only “perhaps help[s] to explain the stock’s underperformance over the last 2 quarters.” The firm reiterated that fundamentals continue to strengthen. Citing its broader AI outlook, Wolfe said it sees “a clear path to upside in estimates for CY26 and CY27, driven partially by continued unit growth, but especially due to pricing tailwinds as Rubin and Rubin Ultra ramp.” Caso added that these drivers lift Wolfe’s FY28 (CY27) earnings estimate “to ~$11.50, nearly $1.50 above consensus.” On that basis, Wolfe said Nvidia’s valuation screens attractively. The firm said the EPS outlook “bring[s] NVDA’s multiple to a very attractive 16x FY28 EPS,” positioning the company well as its next-generation products scale. Related articles Wolfe sees Nvidia stock valuation as ’very attractive’ again HSBC raises silver price forecasts as market tightness persists Morgan Stanley CIO survey: Why AI hype isn’t boosting 2026 IT budgets

In a speech last year he described the collapse of these key arms control treaties as "one of the most dangerous aspects of our current global security", along with "the increasing prominence of nuclear weapons".

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投資銀行瑞銀上季業績，好過市場預期。 淨利潤按年增加五成六，至12億美元，高過市場預期的9.7億美元。每股盈利增至37美仙。 期內，收入上升至121.5億美元，高過市場預期的117.5億美元。

經營肯德基和必勝客餐廳的百勝中國，業績好過市場預期。 淨利潤和經調整淨利潤，均為1.4億美元，按年上升兩成四。 派末期息每股29美仙，增加近兩成一。期內，收入28.2億美元，上升百分之8.7。 同店銷售增長百分之3，前一年同期月則跌百分之1。去年淨增加1,706間門店，總門店數逾1.8萬間。

有「小非農」之稱的美國私營企業職位，1月增加2.2萬個，較市場預期4.5萬個，並少過去年12月的3.7萬個。 編制數據的機構指，數據反映美國今年初勞工需求，持續趨向放緩，當中私營部門就業增長低過預期。

The Space Launch System rocket program is now a decade and a half old, and it continues to be dominated by two unfortunate traits: It is expensive, and it is slow. The massive rocket and its convoluted ground systems, so necessary to baby and cajole the booster's prickly hydrogen propellant on board, have cost US taxpayers in excess of $30 billion to date. And even as it reaches maturity, the rocket is going nowhere fast. You remember the last time NASA tried to launch the world's largest orange rocket, right? The space agency rolled the Space Launch System out of its hangar in March 2022. The first, second, and thirds attempts at a wet dress rehearsal—elaborate fueling tests—were scrubbed. The SLS rocket was slowly rolled back to its hangar for work in April before returning to the pad in June. Read full article Comments

At Holdings Channel, we have reviewed the latest batch of the 22 most recent 13F filings for the 06/30/2025 reporting period, and noticed that Morgan Stanley (Symbol: MS) was held by 9 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen. Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in MS positions, for this latest batch of 13F filers: In terms of shares owned, we count 4 of the above funds having increased existing MS positions from 03/31/2025 to 06/30/2025, with 2 having decreased their positions and 1 new position. Worth noting is that Tradewinds LLC., included in this recent batch of 13F filers, exited MS common stock as of 06/30/2025. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the MS share count in the aggregate among all of the funds which held MS at the 06/30/2025 reporting period (out of the 3,707 we looked at in total). We then compared that number to the sum total of MS shares those same funds held back at the 03/31/2025 period, to see how the aggregate share count held by hedge funds has moved for MS. We found that between these two periods, funds increased their holdings by 3,144,003 shares in the aggregate, from...

Alibaba Cloud, the cloud computing and artificial intelligence arm of Alibaba Group Holding, has unveiled a suite of AI-powered tools for the Milano Cortina Winter Games, marking the first time a large language model (LLM) will be embedded into the Olympics’ digital infrastructure. The partnership between Alibaba Cloud, Olympic Broadcasting Services and the International Olympic Committee (IOC) was announced on Wednesday. Alibaba’s Qwen model will power “Olympic AI Assistants”, a digital system designed to support fan engagement and internal operations. Alibaba owns the South China Morning Post. Advertisement Embedded on the IOC’s global website, the AI Assistant would offer multilingual conversational support and real-time event information to fans via a chat-based interface, according to Alibaba Cloud. Internally, the Qwen model will also be deployed on the IOC’s secure portal for National Olympic Committees, enabling staff to locate documents and funding guidelines through natural language queries. Advertisement The collaboration underscores Alibaba Cloud’s efforts to accelerate overseas adoption of its flagship Qwen model series, leveraging the visibility of the Olympic event.

Greetings from Kyiv, where candles are the last option during wartime blackouts Joanna Kakissis Far-Flung Postcards is a weekly series in which NPR's international team shares moments from their lives and work around the world. I lit this candle at our bureau in Kyiv last month, after one long power outage left us in frigid darkness for hours. But we are lucky. For many in Kyiv, this winter's heat and electricity blackouts last for days. The fourth winter of Russia's war on Ukraine has been the most brutal in recent times, and the Russians have weaponized this by repeatedly attacking Ukraine's energy grid. Candles are now a last option for light when emergency power sources fail. Sponsor Message They also hint at loss. "February ... is sobbing," the Ukrainian poet Iya Kiva wrote of the "damned winter" in 2022, when Russia's full-scale invasion began, "and the candle drips on the table, burning and burning." Ukrainians say they will survive this phase of Russia's war too. They sleep with their coats on, sometimes under piles of blankets, swaddle their babies in insulated layers warmed by hot water bottles, and gather their families to cook borsch on portable campfire stoves. The Russian strikes on the energy grid keep coming. One more hit early Tuesday morning. The temperature was -21 degrees C (6 degrees F). A new low. See more photos from around the world:

格隆汇2月4日｜中概股普跌，纳斯达克中国金龙指数跌1%。个股中，金山云跌超5%，网易、哔哩哔哩跌超4%，灿谷、世纪互联、百度跌超3%，向上融科、虎牙得超2%，好未来跌近2%。

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Former Microsoft Commercial CFO brings decades of experience in corporate finance and commercial strategy LOS ANGELES, Feb. 4, 2026 /PRNewswire/ -- Cadiz, Inc. (NASDAQ: CDZI / CDZIP, the "Company") announced today that Mr. Dave O'Hara, a senior finance executive with extensive experience in corporate finance, commercial strategy and large-scale growth initiatives, has joined the Company's Board of Directors. Cadiz, Inc. Clean Water Solutions Logo (PRNewsfoto/Cadiz Inc.) Mr. O'Hara spent more than 20 years at Microsoft in senior executive leadership roles, most recently serving as Executive Vice President and Chief Financial Officer of Microsoft's Commercial Business Group. In that role, he was responsible for investment strategy, budgeting, forecasting, and financial analysis across some of the company's largest and most strategically important business units. His experience includes oversight of large-scale, long-duration capital investments such as data centers, cloud infrastructure, and global platform expansions. Earlier at Microsoft, Mr. O'Hara served as Chief Operating Officer of Microsoft Advertising and as Vice President of Business Development. "Dave brings global expertise in corporate strategy, financial discipline and strategic growth," said Susan Kennedy, Chairman and CEO of Cadiz. "He also brings a passion for high-impact innovation in industries experiencing large-scale transformation. Dave's experience in managing capital-intensive growth initiatives will be a tremendous asset to the company's executive team shareholders." "I am excited to join the Board of Cadiz at what seems like a real inflection point for the company," said Mr. O'Hara. "Cadiz's portfolio of assets and expertise in water and energy at a time when demand for these critical resources is rapidly accelerating to support emerging high-growth industries, is a right-place, right time story. I look forward to helping the company navigate this exciting phase – and leave a positive impact o...

AMD is finding out how tough it can be when you’re riding high in the artificial-intelligence investment trade. The stock had been one of the market’s top performers over the past six months, outpacing its larger rival, Nvidia by nearly 36% in terms of overall gains.

AMD Can’t Bridge the Gap Between AI Hope and Near-Term Reality Barron's

Image source: The Motley Fool. Wednesday, February 4, 2026 at 9 a.m. ET CALL PARTICIPANTS Chief Executive Officer — John H. Batten Chief Financial Officer — Jeffrey S. Knutson TAKEAWAYS Revenue -- $90.2 million, up 0.3% from $89.9 million driven by marine and industrial groups and the CoVelt acquisition. -- $90.2 million, up 0.3% from $89.9 million driven by marine and industrial groups and the CoVelt acquisition. Organic Revenue Decline -- Down 7.9%, adjusting for M&A and currency impacts; shipment delays from customer tariff timing contributed. -- Down 7.9%, adjusting for M&A and currency impacts; shipment delays from customer tariff timing contributed. Gross Profit -- $22.4 million, an increase of 3.2% with gross margin improving 70 basis points to 24.8% due to absence of prior year inventory charges, partially offset by unfavorable mix. -- $22.4 million, an increase of 3.2% with gross margin improving 70 basis points to 24.8% due to absence of prior year inventory charges, partially offset by unfavorable mix. Net Income -- $22.4 million, or $1.55 per diluted share, up from $919,000 or $0.07 per share; primarily from a $21.8 million income tax benefit related to the reversal of a valuation allowance. -- $22.4 million, or $1.55 per diluted share, up from $919,000 or $0.07 per share; primarily from a $21.8 million income tax benefit related to the reversal of a valuation allowance. EBITDA -- $4.7 million, a 25% year-over-year decrease due to M&A expenses, tariff-related mix impacts, and nonrecurring items. -- $4.7 million, a 25% year-over-year decrease due to M&A expenses, tariff-related mix impacts, and nonrecurring items. Defense Backlog Growth -- Up 18% sequentially, with defense pipeline now exceeding $50 million, reflecting expanded exposure across U.S. and NATO defense programs. -- Up 18% sequentially, with defense pipeline now exceeding $50 million, reflecting expanded exposure across U.S. and NATO defense programs. Backlog -- $175.3 million, an increase of ...

财联社2月4日讯（记者 陈夏筱） 传统家电与汽车零部件业务增长趋缓， 宏昌科技 （301008.SZ）加码机器人核心零部件业务。 公司于今日晚间公告称，与杭州良质关节科技有限公司（以下称“良质关节”）、罗斯特卡希传动设备（浙江）有限公司（以下简称“罗斯特”）、周建品、方涛签署股权转让协议，拟受让罗斯特、周建品、方涛所持有的良质关节合计21%的股权。交易完成后，宏昌科技持股比例将从30%提升至51%，成为良质关节控股股东。 本次交易总对价为5460万元，宏昌科技将分别向罗斯特、周建品、方涛三位出让方支付1040万元、1820万元和2600万元。本次收购协议约定，出让方承诺良质关节2026至2028年累计营收不低于1.5亿元，若未达标将以股权优先进行补偿，不足部分以现金补偿；若业绩超额，宏昌科技可增购股权并对管理团队实施股权激励。 公告进一步表示，机器人产业链快速发展，公司对相关产业链持续看好，本次投资旨在“进一步做大机器人产业相关核心零部件业务”。宏昌科技对良质关节的投资始于2025年，于2月和5月分两次各增资1500万元，获得良质关节30%的股权。同年10月，宏昌科技在机构调研中表示，内生发展与外延并购是公司既定的发展战略，将积极推动提升在良质关节中的持股比例。 良质关节专注于机器人核心零部件，主营业务为高精度谐波减速器、行星减速器及关节模组的研发、生产与销售，产品可应用于人形机器人、协作机器人等领域。目前，公司与逐际动力、宇树科技等公司建立合作，其平湖新工厂已初步建成。 财务数据显示，截至2025年12月31日，良质关节资产总额为3924.47万元，年度实现营业收入1531.36万元，净利润为-179.89万元。公告表示，公司目前仍处于初创阶段，整体规模较小，当前在手订单及已签署协议的订单规模有限。 宏昌科技成立于1996年，主营业务为流体电磁阀、传感器及其他电器配件的研发、生产和销售。公司主要分为家电零部件和汽车零部件两大业务板块。在家电领域，公司与海尔、美的、海信、松下、TCL集团等大型家电企业建立了长期合作；汽车零部件业务方面，公司主要从事汽车内饰件总成产品的研发、生产和销售，为零跑、吉利等车企提供产品配套服务。 近年来，宏昌科技呈现出营收逐年增长与归母净利润波动下滑并存的态势。尽管营业收入从2020年的5.77亿元持续攀升至2024年的10.27亿元，但其...

Advanced Micro Devices' (NASDAQ: AMD) share price dipped more than 5% following its Q4 2025 earnings report, opening a screaming buying opportunity because it missed the analysts' highest mark. Although results were better than the consensus, whisper numbers were pricing in gains that won’t come until later this year, highlighting another issue with the report. While MI450 and Helios' rack-scale solutions were mentioned, the details were understated relative to robust market expectations and left retail traders wanting more. Smart money traders, as represented by the analysts, responded differently. The first revisions tracked by MarketBeat include numerous reaffirmed ratings and price targets, as well as a few price target increases focused on the future. The future includes the launch of Helios' rack-scale solutions in the back half of the current fiscal year, which will drive significant growth acceleration. CEO Lisa Su says the data center business could grow to tens of billions annually (a conservative figure based on demand trends and NVIDIA (NASDAQ: NVDA) results), setting the stage for triple-digit revenue growth despite the company's forecasts of only high-double-digit growth. The catalyst for higher AMD share prices that the market has been waiting for is still ahead, and its potential to move the market increases day by day. Most analysts' targets place AMD stock between $280 and $300, indicating a 40% to 50% upside from the key support level and potentially reaching a new all-time high. A move to new highs would be a bullish indicator, suggesting a move to the high-end of the target range near $380 for a nearly 100% gain is likely. Advanced Micro Devices' Blowout Quarter and Guidance Drive Value Advanced Micro Devices had a blowout quarter, with revenue growing by nearly 34% to $10.3 billion, beating expectations by more than 650 basis points. The strength was underpinned by the Datacenter segment, which grew by 39%, but all segments reported growth. The...

AMD’s Post-Earnings Dip Looks Like the Buying Window Bulls Wanted MarketBeat

财联社2月4日讯（编辑 夏军雄） 在旗下两大企业完成合并后，世界首富埃隆·马斯克的财富进一步增加，成为全球首个身家达到或超过8000亿美元的人。 太空探索技术公司SpaceX周一在其官网上发布了一项内部通知，据马斯克在该通知中表示，SpaceX已收购xAI。 SpaceX是马斯克于2002年成立的火箭与卫星公司，而xAI则是他在2023年成立的AI企业。xAI去年已与马斯克麾下的社交媒体公司X（前身为推特）合并。 根据福布斯数据，在完成合并后，新公司的估值达到1.25万亿美元，马斯克的个人财富因此增加了840亿美元，达到创纪录的8520亿美元。 具体而言，合并完成后，SpaceX估值1万亿美元、xAI估值2500亿美元。据福布斯估算，马斯克目前持有合并后公司约43%的股份，价值约5420亿美元。 从去年开始，有关SpaceX启动首次公开募股（IPO）的消息就不断传出。此前有媒体报道称，SpaceX计划以1.5万亿美元的估值进行IPO，融资规模可能高达500亿美元。随着SpaceX和xAI合并，目前尚不清楚这将如何影响SpaceX原定的IPO计划。 在短短四个月内，马斯克已连续达成四个重要的个人财富里程碑。 去年10月，在马斯克离开美国“政府效率部”（DOGE），将精力重新聚焦于特斯拉后，特斯拉股价大涨，他成为全球首位身家突破5000亿美元的人。 12月15日，在SpaceX估值提高至8000亿美元后，他又成为首位身家达到6000亿美元的人。 仅仅四天后，随着特拉华州最高法院恢复了马斯克2018年的薪酬方案，他又成为首位身家突破7000亿美元的人。 目前，马斯克的财富比全球第二富豪、谷歌联合创始人拉里·佩奇（身家约2810亿美元）高出创纪录的5780亿美元。 若SpaceX顺利推进其IPO计划，马斯克届时很可能成为全球首位万亿美元富豪。

Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 8:30 a.m. ET Call participants President and Chief Executive Officer — John Marotta Executive Vice President and Chief Financial Officer — Laurence Flynn Head of Investor Relations — Yvonne Perron Takeaways Total Revenue -- $149 million, representing 1% reported growth and a 1% decline organically, with a 2% foreign exchange headwind. -- $149 million, representing 1% reported growth and a 1% decline organically, with a 2% foreign exchange headwind. Organic Revenue Guidance -- Reaffirmed 3%-5% full-year organic revenue growth, with second-half acceleration projected as commercial investments gain traction. -- Reaffirmed 3%-5% full-year organic revenue growth, with second-half acceleration projected as commercial investments gain traction. Cash Position -- $571 million in cash, cash equivalents, and marketable securities, increasing $25 million sequentially, and no debt outstanding. -- $571 million in cash, cash equivalents, and marketable securities, increasing $25 million sequentially, and no debt outstanding. Non-GAAP EPS -- $0.09 for the quarter. -- $0.09 for the quarter. Adjusted EBITDA -- $13 million, with an 8.5% margin, down approximately 230 basis points year over year. -- $13 million, with an 8.5% margin, down approximately 230 basis points year over year. Gross Margin -- 44.1%, a decrease of 360 basis points year over year, primarily due to North America lab underutilization and incremental costs addressing automated storage project quality. -- 44.1%, a decrease of 360 basis points year over year, primarily due to North America lab underutilization and incremental costs addressing automated storage project quality. Share Repurchase Authorization -- $250 million program approved in December 2025, with management indicating plans to deploy capital through repurchases and M&A. -- $250 million program approved in December 2025, with management indicating plans to deploy capital through repurchases and M&...