格隆汇2月4日｜美国白宫：美国总统特朗普在白宫会见哥伦比亚总统佩特罗。

Henry Soong is trying to make vertical microdrama series that don’t suck. That makes the Watch Club founder quite unique within this multibillion dollar industry of apps that churn out formulaic, cringe-worthy content and use aggressive tactics to maximize in-app spending. “Ninety percent of these stories are, ‘I’m a poor girl! I fell in love with a secret billionaire! He’s a werewolf, and his mother is a vampire, and she disapproves of me!’” Soong told TechCrunch. “There’s a market for that, and we shouldn’t laugh at that, but I think this can be so much bigger than just sloppy, AI-adjacent romance soap operas.” Soong’s comments are a little combative, but they’re not wrong. Competitor ReelShort made $1.2 billion in in-app purchases last year, while DramaBox made $276 million. The quality, he said, is so milquetoast that it could feasibly be made using AI-generated scripts. What would be the earning potential for a microdrama app that makes shows that are actually good and worth talking about? Soong is trying to answer that question with Watch Club, an app with microdrama stories made by SAG and WGA actors and writers (leading apps like DramaBox and ReelShort do not use union talent). Soong, a former Meta product manager who describes himself as “a fangirl, through and through,” thinks that what makes TV so special is the communities that form around them. Given his experience working on social products, he’s also seeking to differentiate Watch Club from existing microdrama apps by embedding a social network within it. “I think you can actually build a such a more interesting business if you take what makes TV truly the most fun,” he said, pointing out “Heated Rivarly” as an example of what he’s talking about. “You watch it, and then you just want to gossip with your three best friends about it, or see what 100,000 funny, clever other young women or gay people on the internet are saying.” Techcrunch event TechCrunch Founder Summit 2026: Tickets Live On June 23 in B...

"It was huge task to raise the money for the statue - to think that it was just for its scrap value, and not even a lot of value."

特朗普簽臨時撥款法案 避免聯邦政府部分停擺 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國總統特朗普簽署臨時撥款法案，避免聯邦政府部分停擺。 特朗普在白宮簽署總額約1.2萬億美元的法案，形容是美國人民的勝利。聯邦政府上周六起部分停擺，眾議院早前以217票贊成、214票反對，通過臨時撥款法案，為多個部門提供資金運作至9月底，但只會為國土安全部提供兩周資金，以便民主共和兩黨繼續就移民及海關執法局的改革談判。

TomasSereda/iStock via Getty Images Harmony Gold ( HMY ) +0.6% in Tuesday's trading, lagging most other precious metals miners, after saying it expects H1 2026 results will be in line with expectations , despite a mill motor failure and a deferment of the final gold shipment at the Hidden Valley operation in Papua New Guinea. Harmony ( HMY ) said that while the mill motor failure and delay of the final gold shipment to January 2026 hurt operational performance in FQ2, it still expects to meet full-year production guidance of 1.4M-1.5M oz. Average underground mining grades were on track with expectations, but recovered grades were adversely affected by lower metallurgical recoveries and the impact of an industry-wide cyanide shortage in South Africa, the company said. Integration activities at the high-grade CSA copper mine are progressing well, with initial activities focusing on integrating the mine into Harmony's ( HMY ) systems, processes and culture, the company said. H armony ( HMY ) said its "fundamentals remain robust, underpinned by improved safety performance, a healthy balance sheet, investment in higher-quality orebodies, and sustained margin improvement across the portfolio." More on Harmony Gold Harmony Gold: Playing The Peer Catch-Up Trade As Gold Finds Its Zen (Rating Upgrade) Harmony Gold: Strong Fundamentals In Gold And Copper, Weakness In Valuation Seeking Alpha’s Quant Rating on Harmony Gold

Sirgunhik/iStock via Getty Images Online travel aggregators (OTAs) are pinned down Tuesday as sluggish travel trends and the adoption of AI to formulate travel plans continue to weigh on the sector, leading UBS to issue a cautious commentary on the outlook for Q4 results. The proliferation of AI-driven search engines and their ability to mimic services provided by OTAs threatens traffic to OTAs, increases customer acquisition costs, and disrupts OTAs dominance in the travel segment. “Online travel is a vivid test of how AI could disrupt the aggregator model,” a study from Harvard Business Review says, adding that “Google is keeping travelers inside its AI-enhanced search environment longer and helping them curate trips before they leave the results page.” This leaves OTAs with few opportunities to cross-sell products, “weakening the network effects that supports their scale.” Reflecting investors’ concern surrounding this disintermediation risk from AI capabilities into Q4 results next week, UBS analyst Stephen Ju doesn’t see a “material shift” in this debate. Besides Expedia ( EXPE ), which saw a rerating in 2025, the others have ceded ~10% off the multiples they enjoyed from 2025 to the first half of 2025. “Although we find it difficult to believe that management teams will elect to transfer top-of-marketing-funnel travel research even further to both Google and [large-language models], we do not expect any resolution on the AI risk this year,” Ju says, adding that positive rerating to multiples seems unlikely. For this reason, Ju favors Booking Holdings ( BKNG ) shares over peers like Expedia ( EXPE ), Tripadvisor ( TRIP ), and Trivago ( TRVG ), as Booking ( BKNG ) has seen the greatest amount of risk already priced in. Of the group, Expedia ( EXPE ) is taking on the heaviest loss, down 8% , followed by -6.4% for Booking ( BKNG ) and -5% for Airbnb ( ABNB ). More on Booking Holdings, Airbnb, etc. Booking Holdings: The Pullback Looks Like A Buying Opportunity Expe...

美军一架隐形战斗机在阿拉伯海击落一架伊朗无人机 2026-02-04 01:43:47 来源： 同花顺7x24快讯 分享 文章提及标的 无人机 -- 美军中央司令部发言人蒂姆.霍金斯3日称，美军一架隐形战斗机当天在阿拉伯海击落一架伊朗无人机（885564）。当时，这架无人机（885564）正在靠近美军“亚伯拉罕.林肯”号航空母舰。(财联社)

It should surprise absolutely nobody that global fund managers were heavily overinvested in commodities just before commodity prices collapsed at the end of last week.

US Shoots Down Iranian Drone In 'Self-Defense' In Gulf Waters Update (1243ET) : A highly dangerous direct first encounter between Iranian and US forces operating in close proximity in the Persian Gulf region, as an Iranian drone has been downed: US F-35 WARPLANE SHOT DOWN DRONE IN SELF-DEFENSE : CENTCOM "USS Abraham Lincoln (CVN 72) was transiting the Arabian Sea approximately 500 miles from Iran's southern coast when an Iranian Shahed-139 drone unnecessarily maneuvered toward the ship . The Iranian drone continued to fly toward the ship despite de-escalatory measures taken by US forces operating in international waters," US Central Command (CENTCOM) Spokesman Capt. Tim Hawkins said. An F-35C fighter jet launched from the carrier shot down the drone in self-defense to protect the vessel and its crew, Hawkins claimed in the official explanation. There were no reports of injuries. There's as yet no account of the incident from the Iranian side, at a moment the Islamic Republic has said its "finger is on the trigger" while awaiting a potential Trump decision for military action. This event alone could derail the expected Friday nuclear talks hosted by Turkey. In energy markets, WTI futures briefly spiked into $63/bbl handle and have since retreated to $62/bbl. Headlines from White House press secretary Karoline Leavitt: CENTCOM ACTED APPROPRIATELY TO SHOOT DOWN IRAN DRONE IRANIAN DRONE WAS UNMANNED The comment above was enough to hit oil after the spike... Here is what one X slueth is saying ( read thread ). * * * UK Maritime Trade Operations warned of a " suspicious activity " on Tuesday morning at the Strait of Hormuz, the world's most critical energy chokepoint, after numerous small armed boats attempted to stop a U.S. oil tanker. This is what UKMTO has reported so far: Location : about 16 nautical miles north of Oman, within the inbound traffic separation scheme Incident : a merchant vessel was hailed on VHF by multiple small armed boats Response : the vessel ignor...

Why Palantir Technologies stock charged higher today MSN

AXT, Inc. develops advanced semiconductor substrates used in data centers, 5G, fiber optics, and solar applications worldwide. What happened According to a SEC filing dated February 3, 2026, Maytree Asset Management Ltd reported a new holding of 682,299 shares in AXT (AXTI 3.10%) during the fourth quarter. The estimated transaction value for the stake was $11.16 million, based on the average price for the period. The quarter-end value of the position also stood at $11.16 million, reflecting both share purchases and price changes. What else to know This new position in AXT represented 8.27% of Maytree Asset Management Ltd’s 13F reportable assets following the filing. Top holdings after the filing: NASDAQ:PDD: $58.18 million (43.1% of AUM) NASDAQ:INTC: $12.13 million (9.0% of AUM) NASDAQ:NVDA: $11.68 million (8.7% of AUM) NASDAQ:AXTI: $11.16 million (8.3% of AUM) NASDAQ:SNPS: $9.82 million (7.3% of AUM) As of February 2, 2026, shares of AXT were priced at $20.94, up 911.6% over the past year, outperforming the S&P 500 by 886.42 percentage points. Company overview Metric Value Price (as of market close February 2, 2026) $20.94 Market capitalization $1.15 billion Revenue (TTM) $90.39 million Net income (TTM) ($22.98 million) Company snapshot AXT, Inc. produces compound and single element semiconductor substrates, including indium phosphide, gallium arsenide, and germanium, primarily used in data center connectivity, 5G communications, fiber optics, LEDs, and solar cells. It generates revenue by designing, manufacturing, and distributing high-purity semiconductor substrates and related materials using proprietary vertical gradient freeze technology. The company serves technology manufacturers and OEMs in the United States, China, Europe, Japan, Taiwan, and Korea, targeting sectors such as telecommunications, data centers, consumer electronics, and industrial applications. AXT, Inc. is a technology company specializing in the development and production of advanced semicon...

Key Points Maytree's new position: 682,299 shares acquired; estimated trade size $11.16 million (based on quarterly average price). Quarter-end position value increased by $11.16 million, reflecting both purchase and price movement. The position represented 8.27% of the fund’s 13F reportable assets under management. AXT is now within the fund's top five positions. 10 stocks we like better than AXT › What happened According to a SEC filing dated February 3, 2026, Maytree Asset Management Ltd reported a new holding of 682,299 shares in AXT (NASDAQ:AXTI) during the fourth quarter. The estimated transaction value for the stake was $11.16 million, based on the average price for the period. The quarter-end value of the position also stood at $11.16 million, reflecting both share purchases and price changes. What else to know This new position in AXT represented 8.27% of Maytree Asset Management Ltd’s 13F reportable assets following the filing. Top holdings after the filing: NASDAQ:PDD: $58.18 million (43.1% of AUM) NASDAQ:INTC: $12.13 million (9.0% of AUM) NASDAQ:NVDA: $11.68 million (8.7% of AUM) NASDAQ:AXTI: $11.16 million (8.3% of AUM) NASDAQ:SNPS: $9.82 million (7.3% of AUM) As of February 2, 2026, shares of AXT were priced at $20.94, up 911.6% over the past year, outperforming the S&P 500 by 886.42 percentage points. Company overview Metric Value Price (as of market close February 2, 2026) $20.94 Market capitalization $1.15 billion Revenue (TTM) $90.39 million Net income (TTM) ($22.98 million) Company snapshot AXT, Inc. produces compound and single element semiconductor substrates, including indium phosphide, gallium arsenide, and germanium, primarily used in data center connectivity, 5G communications, fiber optics, LEDs, and solar cells. It generates revenue by designing, manufacturing, and distributing high-purity semiconductor substrates and related materials using proprietary vertical gradient freeze technology. The company serves technology manufacturers and OE...

LordRunar/E+ via Getty Images Ball Corp. ( BALL ) shares jumped as much as 10% to a 52-week high on Tuesday after the aluminum packaging maker reported quarterly earnings and revenue that topped Wall Street expectations. Adjusted earnings per share of 91 cents beat the consensus estimate of 90 cents. Revenue rose to $3.35 billion, ahead of analysts’ estimates of $3.12 billion, reflecting higher global aluminum packaging volumes and favorable price mix. On a U.S. GAAP basis, net income rose to $200 million, or 75 cents a share, from a year-earlier net loss of $32 million, or a loss of 11 cents a share. For the full year, Ball ( BALL ) posted GAAP earnings per share of $3.30 and comparable diluted earnings per share of $3.57. Global aluminum packaging shipments increased 4.1% for the year and 6.0% in the fourth quarter, supported by strong demand across North America, Europe and South America. Ball ( BALL ) also highlighted shareholder returns and cash generation. The company returned $1.54 billion to shareholders in 2025 through share repurchases and dividends and generated a record $956 million of adjusted free cash flow. “We closed the year with a strong fourth quarter where across our businesses we delivered robust volume growth and operating earnings,” chief executive officer Ron Lewis said in the earnings release. During the quarter, Ball ( BALL ) named Lewis as CEO following the departure of Daniel Fisher, who left the company in a move classified as a termination without cause. The company said at the time that Fisher’s exit was not tied to any disagreement. Regional performance and acquisitions Ball ( BALL ) reported higher year-over-year earnings across its beverage packaging segments in North and Central America, EMEA and South America, driven largely by volume growth and favorable pricing, partially offset by higher costs. During the quarter, Ball ( BALL ) completed the acquisition of an 80% stake in European beverage can manufacturer Benepack for approxim...

Earnings Call Insights: MGIC Investment Corporation (MTG) Q4 2025 Management View CEO Timothy Mattke highlighted "another quarter of solid financial results, closing 2025 strong and entering the new year from a position of strength." He reported net income of $169 million for the quarter, with an annualized 13% return on equity. For the full year, net income was $738 million and return on equity was 14.3%. Book value per share grew to $23.47, a 13% increase year-over-year. Insurance in force surpassed $300 billion, ending the year at over $303 billion, up 3% from a year ago. Persistency remained stable at 85%. The company wrote $17 billion in new business during the quarter and $60 billion for the full year, an 8% increase from the prior year. Mattke stated, "We further strengthened our reinsurance program with a $250 million excess of loss transaction covering our 2021 NIW and a 40% quota share transaction that will cover most of our 2027 NIW. We also amended the terms of our quota share treaties covering our 2022 NIW, reducing the ongoing cost by approximately 40% beginning in 2026." CFO Nathaniel Colson reported, "We earned net income of $0.75 per diluted share compared to $0.72 during the fourth quarter last year." He added, "Our reestimation of ultimate losses on prior delinquencies resulted in $31 million of favorable loss reserve development in the quarter." Outlook Management expects insurance in force to remain relatively flat in 2026, citing consensus mortgage origination forecasts projecting a similar MI market to 2025 with elevated mortgage rates. Mattke noted, "If mortgage rates were to decrease more in 2026 than currently predicted, we expect the size of the MI market would benefit due to increased refinance volume but growth in insurance in force would be offset by lower persistency." The in-force premium yield is expected to remain near 38 basis points in 2026. Operating expenses are projected to decline further to a range of $190 million to $200 mil...

格隆汇2月4日｜美国众议院议长表示，尽管存在复杂的程序性投票问题，但政府拨款法案仍应获得通过。

(RTTNews) - S&P Global Inc. (SPGI) shares fell 10.28%, trading at $473.44, down $54.22, after the company announced a new brand identity for its Mobility division as "Mobility Global" in advance of its planned separation into an independent public company. The rebranding reflects the business's position as a leading provider of automotive intelligence and signals progress toward the previously announced plan to spin off the Mobility unit into a standalone firm focused on automotive data, insights and technology. The move underscores broader strategic changes as S&P Global works to unlock value by streamlining operations and giving Mobility greater autonomy as it transitions toward becoming a public standalone company. On the day of the announcement, SPGI opened near $520, dropped to an intraday low around $470, and saw a high near $525, compared with a prior close near $527.66. Trading volume was indicating strong investor activity around the strategic repositioning of one of S&P Global's key business lines. S&P Global has been preparing for the separation of its Mobility segment to sharpen focus on its core analytics and indexing businesses, with plans for independent operation still contingent on customary regulatory and board approvals. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Earnings Call Insights: Ball Corporation (BALL) Q4 2025 Management View Ron Lewis, in his first call as CEO, emphasized Ball’s disciplined capital allocation and operational momentum, stating, "We delivered record adjusted free cash flow and record comparable diluted EPS. We also returned more than $1.5 billion to shareholders through buybacks and dividends... Our utilization rates across our business are as strong as they have been in multiple years, and our unmatched global scale is a competitive advantage." Lewis reinforced that Ball’s strategy remains unchanged, focusing on everyday execution, customer partnerships, accelerating the shift to aluminum packaging, and managing complexity: "We are doubling down on profitable growth. This will be a significant focus for us in 2026 and beyond." The CEO announced Ball’s acquisition of two Benepack beverage can facilities in Europe, stating these assets will enhance regional footprint and support growing demand: "These 2 plants will give us ample opportunity to grow volumes in the coming years... we expect to deliver volume growth above the top end of our long-term 3% to 5% growth range and deliver operating leverage of 2x in 2026." Daniel Rabbitt, newly appointed CFO, reported, "Fourth quarter comparable earnings were up 6.8% and full year 2025 increased by 5.6%. And as Ron mentioned, our comparable diluted EPS of $3.57 is a 13% increase and a record for our corporation." Outlook Management projected 2026 volume growth at the low end of its long-term 1% to 3% range in North America, with operating leverage improvement post-Millersburg plant ramp-up. In EMEA, the company expects volume growth above 5% in 2026 due to the Benepack acquisition, with operating leverage of 2x. For South America, Ball targets volume growth at the low end of its 4% to 6% long-term range and operating leverage of 2x for 2026. Lewis stated, "We expect another strong year where we deliver our financial algorithm of 10-plus percent comparable dilu...

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Tuesday's key moments. 1. The Dow briefly hit a fresh record high on Tuesday as investors rotated out of tech stocks and into companies tied to economic improvements. "We've got a market that is very bifurcated," Jim Cramer said on the Morning Meeting. He pointed to consumer-goods stocks like PepsiCo and Procter & Gamble , both of which were higher. The Club industrials Dover and DuPont also rose. AI leader Nvidia , however, was down 3%, extending its losing streak to three straight sessions. Jim is speaking with Nvidia CEO Jensen Huang for "Mad Money" on Tuesday evening and hopes to figure out what's going on. 2. "I reiterate that you should buy Alphabet ahead of the quarter," Jim said, saying he expects Google's parent company to report "terrific" earnings after Wednesday's close. But Jim is not throwing the same support behind our other Club name, Amazon , which he said the Street doesn't like. "Understand that right now, Amazon theoretically could be lumped in with software," he added. Amazon reports on Thursday evening. 3. Qnity is a stock that "you have to own," Jim said. Even with the stock trading at just over $100 per share, Jim predicts the electronics company will go much higher. "The reason I say that is because it's an undervalued play," said Jim, especially when compared to names like Sandisk or Western Digital . "People should recognize this is a short supply situation," Jim stressed, noting Qnity supplies materials to manufacturing names like Taiwan Semiconductor. Qnity was spun off from DuPont back in November. 4. Stocks covered in Tuesday's rapid fire at the end of the video were: PepsiCo , Palantir, Merck , Pfizer , PayPal , and Disney . (Jim Cramer's Charitable Trust is long NVDA, DOV, DD, PG, GOOG, and Q. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receiv...

Elis Cora/iStock via Getty Images John B. Sanfilippo & Son ( JBSS ) is a way to invest in the popularity of nuts, and right now nuts are getting more popular and their prices are rising. That’s mostly good news for this company because it’s been able to pass on the price increases, so its revenue is rising faster than its expenses. But consumers are also buying fewer nuts because prices went up, so JBSS has to avoid raising its prices too much. Meanwhile, the company is planning to install new production lines so it can make higher-margin protein bars. In fiscal Q2 2026 , JBSS reported that revenue rose 4.6% to $314.8 million and nut selling prices rose 15.8%. But the company also reported that volume was down 9.7% for the quarter. So, consumers bought fewer nuts this quarter, but nut prices rose by double digits. This also means that JBSS may have to pay higher prices when it buys more nuts this year. The value of the nuts in the company’s warehouses also increased. In general, though, JBSS came out ahead because it was able to sell its nuts for higher prices. I wrote about this company earlier and said that it was a hold. Now its stock has gone up by around $10 per share because this report impressed investors. So, it’s worth updating my forecast. I didn’t expect this company’s margins to rise this much. I think this company could still be a good investment at this price if it can maintain its margins in 2026, and there are several reasons to believe that will happen. JBSS’ gross margin rose from 17.4% to 18.8% in Q2 2026, and there were multiple reasons for this increase. John B. Sanfilippo & Son is Reducing Its Operating Expenses On the call , CEO Jeffrey Sanfilippo explained that the company is cutting multiple categories of operating costs. He said, “The decrease in total operating expenses was mainly driven by lower marketing and insight spending, reduced third-party warehouse costs, decreased freight expenses, lower compensation, and lower third-party recrui...

(RTTNews) - DaVita Inc. (DVA) shares climbed 24.57%, trading at $138.51, up $27.32, after the kidney-care provider reported strong fourth-quarter and full-year 2025 financial results that surpassed expectations and included robust guidance for 2026. DaVita posted fourth quarter revenue of $3.62 billion, up nearly 10 percent year-over-year, and adjusted earnings per share of $3.40, beating Wall Street estimates on both top and bottom lines. The company also delivered full-year results with higher earnings and significant cash flow, supported by share repurchases and refinancing actions. Management's 2026 outlook calls for adjusted earnings well above consensus, reinforcing confidence in continued growth and execution. The company's performance underscored resilience in its core dialysis business, improving revenue per treatment and sustained free cash flow generation, while guidance for 2026 positioned earnings growth ahead of many analyst forecasts. DVA opened the trading session sharply higher and sustained gains through the day as investors reacted to the earnings beat and upside guidance. Trading volume reflected strong market interest in DaVita's earnings and forward projections. DaVita's share price has shown volatility over the past year, influenced by earnings cycles, sector dynamics, and investor sentiment around healthcare services, with the latest results driving a significant breakout move. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Bankers are working on debt packages of around €2.5 billion ($2.9 billion) to back a potential acquisition of Continental AG ’s industrial ContiTech unit, as a highly-anticipated sales process kicks off. Information memorandums on the sale, run by Deutsche Bank AG and Perella Weinberg Partners , went out last week, according to people familiar with the deal, who asked not to be identified because the matter is private. Potential buyers are expected to submit first round bids in an auction next month, the people added. The sale of the unit, which makes products such as conveyor belt systems and agricultural hoses, is expected to reach around €4 billion to €5 billion, the people said. The launch of ContiTech marks the second multi-billion euro industrial carveout in Germany this year as large corporates focus on core operations. Carmaker Volkswagen AG recently started the sale of a majority stake in its heavy diesel engine unit Everllence SE , which could fetch more than €5 billion, Bloomberg previously reported . Several of the private equity suitors, such as EQT AB , CVC Capital Partners Plc , EQT AB , KPS Capital Partners and Blackstone Inc. , may look at both assets before deciding which one to pursue, the people said. Some suitors may prefer the ability to buy all of ContiTech compared to just a sizeable stake in Everllence, some of the people said. M&A activity is picking up again this year after a strong finish to 2025. Leveraged finance bankers, keen for a cut of some of the most lucrative fees in investment banking, have been vying for roles on the multi-billion dollar financings underpinning these deals that are set to launch on both sides of the Atlantic in the next few months. The bankers working on the ContiTech sale have started to put together debt packages of about €2.5 billion, equivalent to around 4.25 times the unit’s approximate €600 million in earnings before interest, taxes, depreciation and amortization, the people said. The financing could come...

财联社2月4日讯（编辑 史正丞） 美股周二开盘后，知名消费电子生产商惠普跳水超4%，续创自2020年底以来的新低。消息面上，效力公司36年的总裁兼CEO恩里克·洛雷斯在毫无征兆的情况下宣布走人，转头去担任知名支付平台PayPal的CEO。 作为背景， 洛雷斯自1989年在西班牙一个外派机构做工程实习生开始，就一直在惠普体系内工作，并于2019年成为公司CEO 。他也是分拆惠普与企业业务慧与科技（HP Enterprise）背后的策划者。 在另一边， PayPal也在周二大跌近20% ，创2017年以来新低。发布全面逊于预期的财报后，公司炒掉了从2023年起担任CEO的亚历克斯·克里斯，由公司董事长洛雷斯3月1日接任，在此之前由CFO兼COO杰米·米勒暂代CEO一职。 （惠普日线图，PayPal月线图，来源：TradingView） PayPal也在公告中毫不含糊地说明了换帅的原因：变革与执行的步伐未达到董事会的预期。 洛雷斯作为PayPal的董事会主席，自然也参与了炒掉现任CEO并评估潜在继任者的流程，最终选择亲自披挂上阵。 在职场社交平台发布的帖子中，洛雷斯在大书特书对惠普的感激之情后，仅提及一句“ 担任PayPal首席执行官并对全球支付行业产生深远影响的独特机会，让我再次燃起激情 ”。 据知情人士透露，这一变动令惠普“经受冲击”。 惠普的董事会直到近几周才知道洛雷斯要走 ，被迫在匆忙间启动搜寻接替人选的机会。 惠普也在周二发布公告，宣布由董事Bruce Broussard担任临时首席执行官，并成立CEO遴选委员会搜寻洛雷斯的继任者。 面对这一变动，美国银行的资深IT硬件分析师Wamsi Mohan第一时间将惠普的评级从“中性”下调至“ 跑输大盘 ”，并将目标价从26美元下调至20美元。 Mohan在报告中写道：“我们认为这次人事变动来得相当突然，因为洛雷斯已在惠普任职长达36年，尽管我们注意到他已在PayPal董事会任职近5年。” 美国银行分析师表示，此次评级下调反映的是多重不利因素叠加、经营环境趋紧：一是PC需求与出货量增长放缓；二是内存成本上升，对打印和个人系统业务（PS）的经营利润率（OM）形成压力；三是CEO更替带来的新增不确定性，可能分散管理层执行力，并拉长战略决策周期。”

How Micron Technology Stock Soared 45% Last Month The Globe and Mail

路透记者Idrees Ali在社交平台X上发帖称，美国海军在阿拉伯海击落了一架接近“亚伯拉罕·林肯”号航母的伊朗无人机。 在另一条帖子中，他表示这架伊朗“见证者-139”（Shahed-139）无人机是被一架F-35战斗机击落的。 责任编辑：李桐