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Does Stanley Druckenmiller Know Something Wall Street Doesn't? He Dumped All of His Shares in a Company Dominating a Market That May Soon Be Worth $100 Billion and Opened Positions in 3 AI Giants.

Nasdaq 📅 02/04 19:35 NVDA.OGOOG.OMETA.O
Key Points Stanley Druckenmiller is known for bold moves: Over the past couple of years, he sold all of his shares of Nvidia and Palantir Technologies. Druckenmiller favors technology and healthcare stocks. 10 stocks we like better than Amazon › Billionaires, like the rest of us investors, generally like to be the first to spot a market trend and bet on it early. And since they've proven their inv...

新春團拜上中聯辦主任周霽指出 香港發展得益於國家支持和各界努力

无线新闻 📅 02/04 19:34
中聯辦主任周霽在新春團拜上提到,去年立法會選舉、宏福苑大火等事件,表示香港發展得益於國家支持和社會各界共同努力,同樣地只要眾人同舟共濟,亦可克服重重難關。 中聯辦主任周霽表示︰「一年來的發展成就,得益於『一國兩制』方針的制度優勢,得益於中央政府和祖國內地的大力支持,得益於包括大家在內的特別行政區、社會各界人士,戮力同心、團結奮鬥。只要始終弘揚獅子山精神,同舟共濟、無畏無懼、踏平崎嶇,香港由治及興的...

美国航空集团CEO面临飞行员工会不信任投票

格隆汇 📅 02/04 19:34
格隆汇2月4日|美国航空集团(AAL.US)首席执行官罗伯特·伊索姆正面临来自飞行员的压力,后者指责他未能缩小公司与盈利能力更强的同行之间的差距。据飞行员工会“联合飞行员协会”(APA)向会员发布的一封信件显示,该工会正考虑就伊索姆及其管理团队发起不信任投票。相关行动最快可能在周五进行。APA代表约1.6万名飞行员。工会称,此次可能的不信任投票,源于上月冬季风暴准备工作的失误以及美国航空令人失望的...

Cognizant Technology Solutions Corp. Announces Rise In Q4 Bottom Line

Nasdaq 📅 02/04 19:34
(RTTNews) - Cognizant Technology Solutions Corp. (CTSH) reported a profit for its fourth quarter that Increases, from last year The company's bottom line came in at $648 million, or $1.34 per share. This compares with $546 million, or $1.10 per share, last year. Excluding items, Cognizant Technology Solutions Corp. reported adjusted earnings of $651 million or $1.35 per share for the period. The c...

*ST云创:公司将就股票交易异常波动情况进行自查 股票停牌

格隆汇 📅 02/04 19:34
格隆汇2月4日|*ST云创公告,公司股票最近2个有成交的交易日2026年2月3日至2026年2月4日以内收盘价涨幅偏离值累计达到58.75%,属于股票异常交易波动情形。为保证公平信息披露,维护投资者利益,避免造成公司股价进一步异常波动,根据相关规定,公司股票自2026年2月5日起停牌,预计将于2026年2月12日前复牌。公司将就股票交易异常波动情况进行自查,自披露自查公告后复牌,提醒广大投资者注意...

Kennametal beats Q2 estimates, raises guidance

Seeking Alpha 📅 02/04 19:34
Kennametal press release ( KMT ): Q2 Non-GAAP EPS of $0.47 beats by $0.09 . Revenue of $530M (+10.0% Y/Y) beats by $7.08M . The Company's expectations for the third quarter of fiscal 2026 and the full year are as follows: Quarterly Outlook: Sales expected to be $545 - $565 million (vs. consensus of $544.24B) Adjusted EPS is expected to be $0.50 - $0.60 (vs. consensus of $0.53) Annual Outlook: Sale...

Morning Bid: AI scatters the tech herd

Yahoo 📅 02/04 19:34 MSFT.OGOOG.OAMZN.O
By Mike Dolan Feb 4 - What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets The AI wave clearly doesn't float all boats. Tuesday's withering shakeout in the shares of software, data analytics and professional services operations shows how new AI development can cut both ways. Other tech firms also ​suffered, with Microsoft hit again and AMD down sharply ...

LEAR CORP Q4 Profit Declines

Nasdaq 📅 02/04 19:34
(RTTNews) - LEAR CORP (LEA) announced earnings for fourth quarter that Drops, from last year The company's bottom line totaled $82.7 million, or $1.58 per share. This compares with $88.1 million, or $1.61 per share, last year. Excluding items, LEAR CORP reported adjusted earnings of $179.2 million or $3.41 per share for the period. The company's revenue for the period rose 4.8% to $5.988 billion f...

国家医保局:深化医保基金管理突出问题专项整治 严肃查处基金赤字问题

同花顺 📅 02/04 19:34
国家医保局:深化医保基金管理突出问题专项整治 严肃查处基金赤字问题 2026-02-04 19:33:59 来源: 同花顺7x24快讯 分享 文章提及标的 医疗服务 -- 创新药 -- 医疗器械 -- 2026年2月2日,国家医疗保障局召开全国医疗保障系统党风廉政建设和反腐败工作视频会议。会议要求,要健全多层次医疗保障体系,巩固全民参保成果,完善生育保险制度,全面推行长期护理保险,推动医保影像互通...

中国—中东欧国家合作秘书处举办中东欧国家驻华使馆通报会

同花顺 📅 02/04 19:33
2026年2月4日,中国—中东欧国家合作秘书处执行秘书长、外交部欧洲司司长李健在京主持召开中东欧国家驻华使馆通报会。秘书处副秘书长、外交部欧洲司副司长曹蕾及中东欧国家驻华使节或代表参会。河北省外办主任王建峰出席会议并介绍省情。李健通报“合作”各领域进展及2026年行动计划,强调当前国际形势下,中国与中东欧国家团结协作、共谋发展的必要性进一步彰显。今年是“十五五”开局之年,中方将持续推进高质量发展,...

义乌世界杯订单生产进入“冲刺期”

格隆汇 📅 02/04 19:33
格隆汇2月4日|据央视,2026年美加墨足球世界杯将在6月启幕。从2025年5月开始,义乌市场上的世界杯订单就陆续而至,如今,球迷服装等世界杯相关体育用品的销售和生产已经进入“冲刺期”。在义乌国际商贸城三区的体育用品专区,处处是热火朝天的交易景象,不少店铺里挤满了从世界各地赶来“淘货”的外商。世界杯带来的消费热潮,让义乌市场里的世界杯周边产品持续走俏。据义乌海关统计,2025年,义乌市体育用品及设...

Cognizant Technology beats top-line and bottom-line estimates; initiates Q1 an FY26 outlook

Seeking Alpha 📅 02/04 19:33
Cognizant Technology press release ( CTSH ): Q4 Non-GAAP EPS of $1.35 beats by $0.03 . Revenue of $5.33B (+4.9% Y/Y) beats by $20M . Trailing 12-month bookings of $28.4 billion increased 5% year-over-year, driven by 9% growth in the fourth quarter; 28 large deals signed in 2025, including 12 in the fourth quarter. In 2026, expect to return $1.6 billion to shareholders through share repurchases and...

机构:黄金跌幅已缩减一半 但再度下挫风险仍高

格隆汇 📅 02/04 19:33
格隆汇2月4日|财经网站Investinglive分析师Giuseppe Dellamotta表示,黄金在经历数十年最严重回撤后已进入反弹修复阶段。然而基本面因素仍不利于金价上涨,因此金价要么将维持在一月高点下方的宽幅震荡区间,要么在未来数周或数月内面临再度下挫的风险。事实上,周一公布的美国ISM制造业PMI表现强劲,新订单指数跃升至2022年以来最高水平。尽管该数据未引发新一轮抛售(因美联储主要...

Hain Celestial's snacks divestiture is called a positive step by analysts

Seeking Alpha 📅 02/04 19:33
onurdongel/iStock via Getty Images AzmanL/E+ via Getty Images Hain Celestial ( HAIN ) announced this week that it is divesting its North America snacks business to improve on the profitability of its portfolio and refocus capital on higher-margin core categories while reducing leverage. The company is selling the unit to Canadian, family-owned snacks manufacturer Snackruptors in a 115 million doll...

Boston Scientific Non-GAAP EPS of $0.80 beats by $0.02, revenue of $5.29B beats by $10M

Seeking Alpha 📅 02/04 19:33
Boston Scientific press release ( BSX ): Q4 Non-GAAP EPS of $0.80 beats by $0.02 . Revenue of $5.29B (+16.0% Y/Y) beats by $10M . Achieved the following net sales growth in each reportable segment, compared to the prior year period: MedSurg: 11.7 percent reported, 10.2 percent operational and 6.5 percent organic Cardiovascular: 18.2 percent reported, 16.5 percent operational and 16.1 percent organ...

Lear Non-GAAP EPS of $3.41 beats by $0.61, revenue of $6B beats by $200M

Seeking Alpha 📅 02/04 19:33
Lear press release ( LEA ): Q4 Non-GAAP EPS of $3.41 beats by $0.61 . Revenue of $6B (+5.3% Y/Y) beats by $200M . Full Year 2026 Financial Outlook Net Sales $23,210 million - $24,010 million (vs. consensus of 23.07B) Core Operating Earnings $1,030 million - $1,200 million Adjusted EBITDA $1,650 million - $1,820 million Restructuring Costs ≈$175 million Operating Cash Flow $1,210 million - $1,310 m...

大摩上调洛克希德·马丁目标价至675美元

格隆汇 📅 02/04 19:31
格隆汇2月4日|摩根士丹利将洛克希德·马丁目标价从543美元上调至675美元。

Equifax GAAP EPS of $1.44 misses by $0.23, revenue of $1.55B beats by $20M

Seeking Alpha 📅 02/04 19:31
Equifax press release ( EFX ): Q4 GAAP EPS of $1.44 misses by $0.23 . Revenue of $1.55B (+9.2% Y/Y) beats by $20M . Issuing full-year 2026 guidance midpoint expectation for revenue of $6.72 billion, up about 10.5%, with constant currency organic revenue growth of about 10% and Adjusted EPS of $8.50 per share. This reflects an assumption that the U.S. mortgage market is down low single digits in 20...

Cencora gives mixed Q1 results, reaffirms guidance

Seeking Alpha 📅 02/04 19:31
Cencora press release ( COR ): Q1 Non-GAAP EPS of $4.08 beats by $0.04 . Revenue of $85.9B (+5.4% Y/Y) misses by $270M . Adjusted Diluted EPS Guidance Range Reaffirmed at $17.45 to $17.75 for Fiscal 2026 More on Cencora Cencora: High-Growth Specialty Services Firm Disguised As A Distributor Cencora, Inc. (COR) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Cencora, Inc. (COR...

SK海力士将向员工发放相当于基本工资2964%的奖金

同花顺 📅 02/04 19:31
由于SK海力士去年取得了有史以来最高的业绩,其决定向员工发放相当于基本工资2964%(年薪的二十分之一)的绩效奖金,这是有史以来最高的奖金。根据公司的绩效奖金制度,每年将以10%的营业利润为资金来源,每年一次性支付一定比例的年薪。(科创板日报)

vivo确认立项Vlog相机 对标大疆pocket

格隆汇 📅 02/04 19:31
格隆汇2月4日|vivo确认,已在2025年底内部立项Vlog相机,产品对标大疆pocket系列,目前产品未正式确认命名,预计2026年发布。

IKC Global Infrastructure B (0P00018ANS.ST) 風險 - Yahoo 財經

Yahoo 📅 02/04 19:31
IKC Global Infrastructure B (0P00018ANS.ST) 風險 Yahoo 財經

Santander’s Webster Deal Caps Ana Botin’s Dealmaking Blitz

Bloomberg 📅 02/04 19:30
Ana Botin has never hidden her ambition to build Banco Santander SA into a leading US bank. On Tuesday, she said she’ll spend $12 billion to get there. The proposed purchase of Webster Financial Corp. — set to be one of the largest US takeovers ever carried out by a European bank — caps a dealmaking blitz from the executive chair since spring last year. Botin is using a higher share price and proc...

三菱日联:选举预期致日元跌至近两周低点 抛售可能持续

格隆汇 📅 02/04 19:30
格隆汇2月4日|日元兑美元跌至接近两周低点。三菱日联银行的Lee Hardman在报告中表示,市场对首相高市早苗在周日提前举行的选举中巩固执政地位的信心正在增强,这对日元构成压力。《朝日新闻》近期的一项民调显示,高市早苗领导的自民党有望在众议院赢得多数席位。这将赋予她更强的执政授权,继续推进其扩张性政策,并可能引发新一轮对日元的投机性抛售。Hardman称,即便随着美元兑日元逼近160水平、当局直...

Software companies are 'overly maligned,' analyst says

Yahoo 📅 02/04 19:30 AMZN.OPLTR.O
00:00 Speaker A you hit upon something that I really wanted to ask you about, which is sort of Palantier versus everybody else within software. As you well know, most software stocks have had a very rough go of it for really the past at least six months, if not longer. Palantier started to get rough towards the, you know, the end of that period, but it really hasn't traded like its cohort. And do ...

世界觀|印度歐盟自貿協定 「倒迫」美國調整立場?

无线新闻 📅 02/04 19:30
歡迎收看《世界觀》。 美國和印度達成貿易協議,《印度時報》報道,協議體現了雙方互惠互利。美國《新聞周刊》就指出,印度和歐盟早前達成自貿協定,對美國構成一定壓力。 全球貿易秩序持續動盪之際,印度和歐盟上月底,正式達成自由貿易協定,在新德里簽署文件,結束近二十年斷斷續續談判。 歐盟委員會主席馮德萊恩說:「我們正建立擁有二十億人口的市場,是兩大巨頭的故事,全球第二大和第四大經濟體。兩大巨頭選擇成為夥伴,...

3 No-Brainer Growth Stocks to Buy With $250 Right Now

The Motley Fool 📅 02/04 19:30
It's not too late to buy these stocks at a great price before they take off. After strong returns in each of the last three years, the S&P 500 might look a bit expensive for some investors. Growth stocks have led the market higher, and overall valuations have climbed higher as a result. Finding a good price on a wonderful business that can keep growing isn't nearly as easy today as it was in the d...

The Two Levels Of EU-Sanctions Illegality

Zero Hedge 📅 02/04 19:30 GOOG.O
The Two Levels Of EU-Sanctions Illegality Submitted by Pascal Lottaz Pascal’s Note: A previous guest on my YouTube Channel, Luis Roberto Zamora Bolaños—the international lawyer who, back in the 2000s, forced his native Costa Rica to withdraw from George W. Bush’s Coalition of the Willing—sent me a short assessment of the legality of EU sanctions. He argues that the Eurocrats are, in fact, grossly ...

GE HealthCare Technologies Inc. Reveals Retreat In Q4 Profit

Nasdaq 📅 02/04 19:29
(RTTNews) - GE HealthCare Technologies Inc. (GEHC) reported earnings for fourth quarter that Drops, from the same period last year The company's earnings totaled $589 million, or $1.29 per share. This compares with $720 million, or $1.57 per share, last year. Excluding items, GE HealthCare Technologies Inc. reported adjusted earnings of $659 million or $1.44 per share for the period. The company's...

vivo确认立项Vlog相机,对标大疆pocket

同花顺 📅 02/04 19:29
2月4日,vivo向界面新闻确认,已在2025年底内部立项Vlog相机,产品对标大疆pocket系列,目前产品未正式确认命名,预计2026年发布。(界面新闻)
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