格隆汇2月4日｜伊朗塔斯尼姆通讯社：与一架无人机在国际水域的联络中断，联络中断的原因目前尚不清楚。

jetcityimage/iStock Editorial via Getty Images W.W. Grainger ( GWW ) shares climbed as much as 6.7% to a 13-month high on Tuesday after the industrial supplies distributor reported quarterly results that topped revenue expectations and issued guidance largely in line with Wall Street forecasts. Grainger ( GWW ) posted fourth-quarter revenue of $4.425 billion, up 4.5% from a year earlier and ahead of analysts’ estimates of $4.40 billion. Adjusted earnings per share came in at $9.44, in line with the consensus estimate of $9.46 as margins narrowed. Earnings and margins Net income fell to $451 million, or $9.44 a share, from $475 million, or $9.71 a share a year earlier. Operating margin declined 70 basis points to 14.3%, reflecting higher expenses and slower growth in the company’s North American high-touch business. “In 2025, we executed well despite a challenging macro environment,” chief executive officer D.G. Macpherson said in the earnings release. For the full year, Grainger ( GWW ) reported sales of $17.9 billion, up 4.5%, while reported earnings per share declined 8.6% to $35.40. Cash flow and shareholder returns Grainger ( GWW ) generated $2 billion in operating cash flow during 2025 and returned $1.5 billion to shareholders through dividends and share repurchases, underscoring continued capital discipline despite margin pressure. 2026 outlook Looking ahead, Grainger ( GWW ) guided for 2026 net sales of $18.7 billion to $19.1 billion, compared with the consensus estimate of $18.83 billion. The company forecast earnings of $42.25 to $44.75 a share, bracketing analysts’ expectations of $43.84, and projected daily organic constant currency sales growth of 6.5% to 9.0% as it continues to invest across its high-touch and endless assortment businesses. More on W.W. Grainger W.W. Grainger's Biggest Threat Is High Expectations W.W. Grainger: Great Growth, But Not Enough W.W. Grainger's U.K. Exit: Capital Discipline Over Footprint TRGP, GWW, and CTVA are the ‘best sto...

The ex-British ambassador to the U.S. is under U.K. investigation into Epstein ties toggle caption Kirsty Wigglesworth/AP LONDON — British police on Tuesday opened a criminal investigation into politician Peter Mandelson over alleged misconduct in public office related to his relationship with convicted sex offender Jeffrey Epstein. The U.K. government says newly released Epstein files suggest Mandelson – a former Cabinet minister, ambassador and elder statesman of the governing Labour Party – may have shared market-sensitive information with the convicted sex offender a decade and a half ago. London's Metropolitan Police force said detectives had reviewed reports of misconduct and decided they met the threshold for a full investigation. Sponsor Message Commander Ella Marriott said the force "has now launched an investigation into a 72-year-old man, a former government minister, for misconduct in public office offenses." Misconduct in public office carries a maximum sentence of life in prison. Opening an investigation does not mean Mandelson will be arrested, charged or convicted. But his friendship with Epstein has now cost him his political career. Mandelson said Tuesday he was resigning from the House of Lords, Parliament's upper chamber, to which he was appointed for life in 2008. The Speaker of the Lords, Michael Forsyth, said Mandelson had informed officials he will retire effective Wednesday. The announcement came as the British government prepared legislation to eject Mandelson from the Lords and remove the noble title, Lord Mandelson, that came with his seat in the chamber. Mandelson will retain the title after he retires unless lawmakers pass legislation to strip it from him — something that has not been done for more than a century. A trove of more than 3 million pages of Epstein-related documents released by the U.S. Justice Department has brought excruciating revelations about 72-year-old Mandelson, who served in senior government roles under previous L...

The S&P 500 index is offering up a tiny little dividend yield of 1.2% right now. The average real estate investment trust (REIT) has a yield of 3.8%. All three of the REITs here beat that, with Rexford Industrial (NYSE: REXR) offering a fast-growing dividend and a 4.1% yield. Realty Income (NYSE: O) has a 5.8% yield backed by three decades' worth of annual dividend increases. And W.P. Carey's (NYSE: WPC) 6.4% yield was recently cut, but there's more to that story than meets the eye. Rexford Industrial is for dividend growth investors Wall Street has a bad habit of going to extremes when it gets a story in its teeth. That's what happened with Rexford Industrial during the coronavirus pandemic period. The idea that there would be more online shopping and increased near-shoring to push up demand for industrial properties, like warehouses and manufacturing facilities, pushed the prices of industrial REITs sharply higher. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » Rapid rental growth backed that story, particularly at Rexford, which operates exclusively in the Southern California market. This region is among the largest industrial markets in the world, and supply is highly constrained. But trees don't grow to the sky, no matter how much investors wish they did. Rexford's rental growth rates have slowed down. In the third quarter of 2024, the REIT's rental growth was "just" 39% on expiring leases. That's huge by any normal standard, but it's actually a material drop from Rexford's peak rental growth rates. Investors have moved on to other stories (like AI), and left Rexford Industrial's shares trading with a historically high dividend yield. But this rental growth story clearly isn't over yet for those who don't mind buying after the crowd has moved on. Realty Income is for conservative income investors The story around Realty Income isn't nearly as exciting. It is an industry gi...

October NY world sugar #11 (SBV24) today is up +0.05 (+0.28%), and Oct London ICE white sugar #5 (SWV24) is up +2.90 (+0.56%). Sugar prices today recovered from early losses and turned higher after a fall in the dollar index (DXY00) to a 6-3/4 month low sparked short-covering in sugar futures. Sugar prices today initially declined, with NY sugar falling to a 1-3/4 year nearest-futures low and London sugar dropping to a 2-1/3 year low on optimism that above-average monsoon rains in India will lead to a bumper sugar crop. The Indian Meteorological Department reported today that India received 512.5 mm of rain during the current monsoon season as of August 4, up +6% from the comparable long-term average of 481.9 mm. India's monsoon season runs from June through September. The slump in the Brazilian real (^USDBRL) is also undercutting sugar prices as the real today fell to a 3-1/3 year low against the dollar. The weaker real encourages export selling from Brazil's sugar producers. The Indian Sugar and Bio-energy Manufacturers Association (ISM) on July 3 reported India's 2023/24 sugar reserves at 9.1 MMT and reported a surplus of 3.6 MMT. The group urged the government to allow increased exports of surplus sugar. India has restricted sugar exports since October 2023 to maintain adequate domestic supplies. India allowed mills to export only 6.1 MMT of sugar during the 2022/23 season to September 30 after allowing exports of a record 11.1 MMT in the previous season. Separately, the ISM reported on May 13 that India's 2023/24 sugar production from Oct-Apr fell -1.6% y/y to 31.4 MMT. Also, the ISM last Tuesday projected India's 2024/25 sugar production would fall by -2% y/y to 33.31 MMT. Unica reported on July 25 that Brazil's Center-South sugar output in the first half of July fell -9.7% y/y to 2.939 MMT. However Center-South sugar production in the marketing year through mid-July was still up by +10.4% y/y at 17.140 MMT. Conab, Brazil's crop agency, projected on April 25 t...

当地时间2月3日，美国国务院与农业部发表联合声明称，美国与墨西哥日前达成一项新的水资源协议，墨西哥已承诺每年向美国输送至少35万英亩-英尺的水量，以保障得克萨斯州南部农业关键水资源。墨方还承诺制定详细计划，全面偿还上一周期累积的全部用水欠账。声明称，此次成果源于美国总统特朗普与墨西哥总统辛鲍姆此前的一次通话，双方重申将共同解决长期存在的跨境水资源管理问题，支持边境两侧社区和农业生产。（央视新闻）

格隆汇2月4日｜据外媒报道，当地时间周二，奈飞(NFLX.O)和华纳兄弟探索公司(WBD.O)将向一个持怀疑态度的参议院委员会作证，为他们价值827亿美元的合并案进行辩护，以反驳有关该合并将损害流媒体市场竞争的指控。据悉，竞标的竞争对手派拉蒙天舞不会出席此次听证会。此前该公司董事长兼首席执行官David Ellison上周拒绝了出席作证的邀请。

The death of the 53-year-old, who was once widely seen as his father's heir apparent, was reported by the head of his political team on Tuesday, according to the Libyan News Agency.

Key Points Bought 190,959 shares of JBND; estimated trade size $10.4 million based on quarterly average price. Quarter-end stake value rose by $10.3 million, reflecting both trading and bond price shifts. Trade equals 4.4% of Vawter's reportable U.S. equity assets under management. Post-trade position: 326,006 shares, valued at $17.6 million. JBND now represents 7.4% of AUM, which places it in the fund's top five holdings. 10 stocks we like better than J.p. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF › On Feb. 2, 2026, Vawter Financial, Ltd. disclosed a purchase of 190,959 shares of the JPMorgan Active Bond ETF (NYSE:JBND), with an estimated transaction value of $10.36 million based on quarterly average pricing. What happened According to a Feb. 2, 2026, SEC filing, Vawter Financial, Ltd. increased its position in JPMorgan Active Bond ETF by 190,959 shares during the fourth quarter. The estimated transaction value was $10.36 million, calculated using the average closing price for the quarter. The quarter-end value of the position increased by $10.31 million, reflecting both new purchases and price changes in the underlying ETF. What else to know Vawter Financial, Ltd. increased its JBND stake to 7.4% of reportable AUM after the trade. Top holdings after the filing: NYSEMKT:JBND: $17.6 million (7.4% of AUM) NYSEMKT:VBK: $16.0 million (6.8% of AUM) NASDAQ:BNDX: $12.9 million (5.5% of AUM) NYSEMKT:BSV: $12.7 million (5.4% of AUM) NYSEMKT:VB: $12.5 million (5.3% of AUM) As of Jan. 30, 2026, JBND shares were priced at $54.12, down 2.94% from the 52-week high. One-year total return: 7.3%; underperformed the S&P 500 by 8.5 percentage points over the period. JBND’s trailing 12-month dividend yield was 4.41% as of Feb. 2, 2026. ETF overview Metric Value AUM N/A Price (as of market close 2/1/26) $53.93 Dividend Yield (TTM) 4.41% 1-Year Total Return 6.96% ETF snapshot The investment strategy seeks to outperform the Bloomberg U.S. Aggregate Bond Index over a th...

The US House of Representatives on Tuesday passed a funding measure that will end the partial government shutdown, while giving Democrats time to negotiate with the White House and Congress’s Republican leaders over restrictions on Donald Trump’s mass deportation campaign. The Republican-controlled chamber approved the $1.2tn appropriations measure by a 217-214 vote, with all but 21 Republicans voting in favor and all but 21 Democrats against. Trump is expected to sign it, ending the shutdown that began after midnight last Friday, which halted many operations at departments including defense, health and human services, labor and transportation. The funding lapse occurred after Democrats refused to approve continued funding for the Department of Homeland Security (DHS) following the killings by federal agents of US citizens Renee Good and Alex Pretti in Minneapolis amid the Trump administration’s surge of immigration enforcement in the city. Democrats have demanded a host of guardrails be imposed on Immigration and Customs Enforcement (ICE) and other agencies involved in Trump’s mass deportation campaign. Among their conditions is the requirement that federal agents wear body cameras and cease wearing masks, follow a code of conduct and obtain arrest warrants for people in the country illegally. “What Democrats want is exceedingly commonsense,” the Senate minority leader, Chuck Schumer, said in a floor speech earlier on Tuesday. Democrats initially blocked passage of the spending package in the Senate last week, prompting the White House to agree to a deal by which the DHS would be funded for two weeks while the rest of the departments would have spending authorized through September, when the 2026 fiscal year ends. In a statement released after the vote, the Democratic House minority leader, Hakeem Jeffries, said the changes his party was demanding “must be part of any full-year appropriations bill” for the DHS. “Americans from every corner of the country are demand...

Bitcoin ( BTC-USD ) and ether ( ETH-USD ) were down double-digits so far this year, though a slew of U.S.-listed companies tied to crypto have rallied in the stock market, underscoring a growing disconnect between digital assets and the businesses built around them. Shares of crypto miners repositioning as AI infrastructure operators, such as IREN ( IREN ) +39%, Hut 8 ( HUT ) +24%, TeraWulf ( WULF ) +23%, Cipher Mining ( CIFR ) +6%, Riot Platforms ( RIOT ) +19% and Bitdeer Technologies ( BTDR ) +12%, have climbed this year even with lower crypto prices. BTC, now trading below $75K per coin, gapped down 15% YTD, while ETH dropped 26% to $2.19K apiece. Rather than trading purely as high-beta proxies for token prices, the aforementioned stocks—originally valued almost entirely as BTC miners—are increasingly being viewed as artificial intelligence and high-performance computing businesses. The tech-heavy Nasdaq Composite Index eked out a 0.7% loss year-to-date, amid a rotation out of high-growth names and into more defensive ones. Still, the gauge was up 19% Y/Y, with IREN ( IREN ), Hut ( HUT ) and a slew of other crypto/AI stocks surging triple-digits, all while bitcoin ( BTC-USD ) retreated 26%. More on Bitcoin USD, Ethereum USD, etc. IREN: Why The AI Transition Still Isn't Fully Priced In TeraWulf: Priced For Perfection Bitcoin Breaks $80,000; Altcoins Suffer - BTC, ETH And SOL Outlook Cipher Mining to offer $2B senior secured notes in private offering TeraWulf to develop former Century Aluminum plant into digital infrastructure campus

These Stocks Are Today’s Movers: Palantir, Pfizer, AMD, PayPal, Novo Nordisk, PepsiCo, Merck, and More Barron's

Skynesher | E+ | Getty Images With tax season underway , many filers are expecting bigger refunds due to retroactive changes enacted in President Donald Trump 's " big beautiful bill ." One expanded tax break in particular could trigger a sizable windfall for certain filers, experts say. For 2025, the legislation raised the federal deduction limit for state and local taxes , known as SALT, to $40,000, up from $10,000. Filers must itemize tax breaks rather than claiming the standard deduction to benefit from the higher SALT limit. The benefit starts to phase out, or get smaller, once income exceeds $500,000. "A lot of what's going to drive higher refunds [for 2025 returns] is the higher SALT cap," Andrew Lautz, director of tax policy for the Bipartisan Policy Center, a nonprofit think tank, told reporters during a call last week. More from Financial Advisor Playbook: Here's a look at other stories affecting the financial advisor business. Bigger SALT cap may 'drive higher refunds,' tax expert says — who benefits Trump accounts could grow to $50,000 or more, president says. Advisors weigh in Housing affordability isn't just hurting buyers: More homeowners are falling behind In an affordability crunch, Gen Z adults lean on their parents for financial help Penalty-free withdrawals from 401(k)s can now pay for long-term care insurance Tax changes Social Security beneficiaries may see based on new laws 53% of investors with a required withdrawal for 2025 still haven't taken it: Fidelity The first step workers should take after a layoff, as job losses soar Politics is now the No. 1 money worry, financial planners say How to maximize Trump's bigger SALT deduction limit for 2025 Before 2018, the SALT deduction — which includes property taxes plus either state and local income or sales taxes, but not both — was unlimited. However, Trump's 2017 legislation capped the deduction at $10,000 through 2025. Since the 2017 change, SALT deduction cap relief has been a key issue for ce...

Prediction: Nvidia Stock Is Going to Soar After Feb. 25 The Motley Fool

The House of Representatives passed a government funding package that ends the partial shutdown by funding most federal agencies through the end of the fiscal year, September 30. The measure cleared a critical procedural vote despite opposition from ultraconservative Republicans, followed by the passage of the bill itself with support from nearly two dozen Democrats. Megan Scully reports. (Source: Bloomberg)

Will Broadcom Inc. (AVGO) beat estimates again in its next earnings report? MSN

State Street Corp.’s $100 million private credit ETF got a shot in the arm after a big buyer injected a record amount of cash this week, putting it within reach of a key threshold — half a billion in assets. The fund, which trades under the ticker “ PRIV ,” roughly quintupled in one day, taking in nearly $396 million Monday, the biggest single-day inflow since the fund launched last February. The ETF had struggled to attract assets since its debut, but the haul brought the fund’s assets to a record of around $496 million. The inflow came from a “large client,” said Matt Bartolini , global head of research strategists for State Street Investment Management, without providing further details. PRIV had initially struggled to gain traction with investors, despite the fact that it outperformed its bond-market benchmark in 2025. Last year, it attracted just $45 million in net inflows, a fraction of the ETF industry’s $1.5 trillion haul. High-profile corporate failures, fierce competition and underperforming business development companies fueled concerns that private credit’s illiquid assets weren’t suitable for the everyday investors that typically buy exchange-traded funds. Read more: State Street Private Credit ETF Stalls in Year of Industry Snags The new assets will give PRIV a boost in the fiercely competitive world of exchange-traded funds, where products that struggle to gain a substantial amount of assets risk getting shut down. To be sure, with the inflow coming from a single buyer, that new cash could just as quickly be pulled out. The sheer size of the trade suggests it’s likely coming from an institutional investor or so-called model portfolio, where asset managers bundle funds into ready-made strategies for financial advisers to offer to clients. Sophisticated institutional investors, like pensions or endowments, may be more willing than retail traders to allocate to private credit, said Eric Balchunas , a senior ETF analyst at Bloomberg Intelligence. “This is...

Palantir’s (PLTR) fourth-quarter earnings report may have marked a turning point for the stock after several months of underperformance. The company delivered stronger-than-expected financial results and offered an optimistic outlook, boosting investor confidence. Following the release, Palantir shares surged more than 11.5% in pre-market trading, reflecting the market’s positive reaction. One of the most notable takeaways from the quarter was the continued acceleration in revenue growth. Palantir posted the largest quarterly revenue increase since going public, highlighting strong demand across its business. At the same time, the company also delivered strong profitability, showing that its rapid expansion is being matched with improving margins. The key growth catalyst behind its soaring revenue and expanding profit margins is the heightened demand for its Artificial Intelligence Platform (AIP). As AIP continues to drive existing customer expansions and help acquire new customers, Palantir remains well-positioned to deliver solid growth in 2026, which could support its share price. Thanks to solid momentum in its business, at least one Wall Street analyst expects PLTR stock to hit $255 in 2026, the highest price target on the Street. Based on Palantir’s recent closing price of $147.76, reaching that target would represent an upside potential of about 73%. Palantir’s Revenue and Profitability to Soar in 2026 Palantir’s growth trajectory shows no sign of slowing, supported by surging demand across its core U.S. business and accelerating adoption of its AIP. In the fourth quarter, Palantir’s overall revenue surged 70% year-over-year (YoY), driven by the strength of its U.S. operations. The U.S. business is the company’s dominant growth engine, accounting for 77% of total revenue. That segment expanded 93% YoY and 22% sequentially, marking a major milestone as Palantir surpassed $1 billion in quarterly U.S. revenue for the first time. Palantir’s U.S. commercial busine...

英伟达CEO黄仁勋表示，英伟达将投资于OpenAI的下一轮融资，希望参与未来OpenAI的IPO。(财联社) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

“Momentum is a powerful force in capital markets,” an analyst says, and right now it’s not on the side of software stocks.

Earnings Call Insights: Graphic Packaging Holding Company (GPK) Q4 2025 Management View Robbert Rietbroek, President and CEO, opened with an introduction and outlined his background in consumer brands, emphasizing his direct experience in packaging design, procurement, and operations. He detailed a comprehensive operational and business review underway, stating, "We have also implemented select initial organizational and reporting changes to enhance transparency and accountability. We established a transformation office led by our new Chief Transformation Officer, who will work hand-in-hand with me to drive operational improvements, enhance productivity and cost savings throughout the organization without disrupting customer service." Rietbroek highlighted several key areas of focus: addressing overcapacity in commodity bleached paperboard markets, adjusting cost structure, reducing inventory, and optimizing capital allocation. He added, "We are focused on what we can control and where our resources have the best opportunities to create lasting value." The CEO named capital allocation priorities as reducing leverage, returning capital to shareholders, and optimizing the company’s footprint and portfolio, explaining that net leverage stands at 3.8x and that $500 million of debt paydown is expected in 2026. Charles Lischer, Interim CFO, reported, "In the fourth quarter, net sales were $2.1 billion, basically flat year-over-year, driven by volumes and pricing, which were both down slightly less than 1%, more than offset by a $40 million foreign exchange benefit. Adjusted EBITDA for the quarter was $311 million." Outlook Lischer stated, "We expect net sales in the range of $8.4 billion to $8.6 billion, which assumes volumes in the range of down 1% to up 1%, including the benefit of innovation sales growth, which is expected to be approximately 2% of sales." Adjusted EBITDA guidance was set between $1.050 billion and $1.250 billion on a reported basis and $1.2 billion to...

Palantir is shaping the "under-the-hood" practices of the US Defense Department as demand for its software grows across warfighting, shipbuilding, and weapons procurement, CEO Alex Karp said during the company's fourth-quarter earnings call on Monday. “One of the unusual things that unfortunately we can’t talk about is also just how much we can shape what’s going on under the hood, including how do you orchestrate something in a defense or civilian context?” Karp told investors. “It’s not that we’re the deciders, but it is the first time that we can help shape the footprint against which we execute.” In December, the company announced it signed an up to $448 million deal with the US Navy to deploy ShipOS, which has demonstrated small-scale successes in streamlining processes used within the Maritime Industrial Base, the network of private companies that build American warships. In some of those early tests, the company has used its digital twinning technology to reduce the time General Dynamics Electric Boat spent planning a submarine schedule from 160 hours to 10 minutes. It also claims that at the Portsmouth Naval Shipyard, the material review process has shrunk from “weeks” to under one hour. “From the beginning, we have stuck to our very strong values of expanding what we believe is the noble side of the West, which means being lethal on the front end, meaning outside, against adversaries, if necessary,” Karp said. “Hopefully adversaries do not want to mess with us.” Palantir CTO Shyam Sankar said this has set off a wave of demand across the Department of Defense as the company’s Maven platform provides the Pentagon with the ability to coordinate from “the factory floor to the foxhole” in order to deliver “lethality.” “We’re starting with the sub fleet, but people are asking us to help with all sorts of different weapon systems: fighters, bombers, surface vessels, drones, weapons themselves, munitions, and it’s a big area for us that spans not only the productio...