(RTTNews) - First Financial Corporation (THFF) reported earnings for its full year that Increased, from the same period last year The company's bottom line totaled $79.20 million, or $6.68 per share. This compares with $47.27 million, or $4.00 per share, last year. The company's revenue for the period rose 15.4% to $305.58 million from $264.74 million last year. First Financial Corporation earnings at a glance (GAAP) : -Earnings: $79.20 Mln. vs. $47.27 Mln. last year. -EPS: $6.68 vs. $4.00 last year. -Revenue: $305.58 Mln vs. $264.74 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

当地时间2月3日，北约秘书长吕特在乌克兰最高拉达（议会）发表讲话时称，一旦俄乌达成和平协议，北约的军队、战机和海上支援将立即抵达乌克兰。吕特表示，北约将继续与乌克兰站在一起，向俄罗斯施压，并努力保障乌克兰的持久和平。但为了达成和平协议，乌克兰需要做出“艰难决定”。另据俄罗斯外交部网站2日发布的消息，俄外交部长拉夫罗夫说，俄方不能接受西方国家在乌克兰部署军事人员、军事设施以及仓库等其他基础设施。（央视新闻）

Michael Vi/iStock Editorial via Getty Images Since my last analysis on Palantir Technologies Inc. ( PLTR ), the stock has fallen more than 18%, and now after Q4 earnings , with the reaction in after-hours trading, it has improved slightly. Seeking Alpha Q4 earnings even brought some positive news, earnings were good, and with the slight improvement in valuation, I think it's enough to upgrade to Hold. In any case, I still think Palantir's valuation is somewhat unusual, and it is difficult to find a margin of safety to be truly bullish, so I maintain a more neutral stance on the company. Palantir's Q4 Earnings Palantir surprised positively in both revenue and EPS, beating revenue estimates by 5% and EPS estimates by 7%. But what was most impressive was the guidance for Q1. While the market expected something closer to $1.3 billion, Palantir just guided for revenue of ~$1.53 billion, or 15% higher than expectations. Seeking Alpha The guidance for 2026 was also interesting, with adjusted income of $4.13 billion and adjusted FCF of ~$4 billion. Although these figures do not justify the market cap of +$350 billion, they are an interesting development and show the profitability of the business model. Based on the guidance for 2026, the company continues to expect solid momentum, as it implies a growth of 60% YoY, while the expectation for adj. income from operations is over 80% YoY for 2026. Both the financials for 2026 and the long-term trends are reinforced by the good work that Palantir has been doing, which is truly impressive. This time, the presentation highlighted the Navy, with a quote from the Secretary about ShipOS, mentioning that it is not “just a new software,” but rather something that puts “Palantir's cutting-edge tools in the hands of decision-makers at every level.” This not only shows that the company continues to evolve, but also that it is building a very wide moat. With this penetration into American organizations, data collection, and so much access,...

Michael Vi/iStock Editorial via Getty Images Since my last analysis on Palantir Technologies Inc. ( PLTR ), the stock has fallen more than 18%, and now after Q4 earnings , with the reaction in after-hours trading, it has improved slightly. Seeking Alpha Q4 earnings even brought some positive news, earnings were good, and with the slight improvement in valuation, I think it's enough to upgrade to Hold. In any case, I still think Palantir's valuation is somewhat unusual, and it is difficult to find a margin of safety to be truly bullish, so I maintain a more neutral stance on the company. Palantir's Q4 Earnings Palantir surprised positively in both revenue and EPS, beating revenue estimates by 5% and EPS estimates by 7%. But what was most impressive was the guidance for Q1. While the market expected something closer to $1.3 billion, Palantir just guided for revenue of ~$1.53 billion, or 15% higher than expectations. Seeking Alpha The guidance for 2026 was also interesting, with adjusted income of $4.13 billion and adjusted FCF of ~$4 billion. Although these figures do not justify the market cap of +$350 billion, they are an interesting development and show the profitability of the business model. Based on the guidance for 2026, the company continues to expect solid momentum, as it implies a growth of 60% YoY, while the expectation for adj. income from operations is over 80% YoY for 2026. Both the financials for 2026 and the long-term trends are reinforced by the good work that Palantir has been doing, which is truly impressive. This time, the presentation highlighted the Navy, with a quote from the Secretary about ShipOS, mentioning that it is not “just a new software,” but rather something that puts “Palantir's cutting-edge tools in the hands of decision-makers at every level.” This not only shows that the company continues to evolve, but also that it is building a very wide moat. With this penetration into American organizations, data collection, and so much access,...

文章提及标的 辉瑞 -- 减肥药 -- 辉瑞（PFE）CEO表示，公司计划在2026年开展约20项与减肥药（886051）相关的临床试验。(财联社)

当地时间2月3日，乌克兰总统泽连斯基签署总统令，批准了乌克兰新防御计划架构。根据该总统令，乌克兰内阁将在乌克兰安全局、乌克兰对外情报局和乌克兰国家银行的参与下，确保按照该法令批准的架构制定乌克兰防御计划，并将其提交乌克兰国家安全与国防委员会审议。据悉，新防御计划架构等细节仍属机密。（央视新闻）

Change your mind about receiving Social Security? There's a window of time during which you can withdraw your claim. A record number of Americans are filing for Social Security benefits before reaching full retirement age (FRA), despite knowing their benefits will be reduced by as much as 30%. So what do you do if you file for early benefits, start receiving them, and change your mind? According to the Social Security Administration (SSA), there may be a solution. How it's done If it's been less than 12 months since you were first entitled to benefits, you may be able to withdraw your Social Security claim if you change your mind. Here's what to do: You must complete Form SSA-521, Request for Withdrawal of Application, and either mail it or bring it to your Social Security office. If you've received payments, you'll need to repay them, along with any money that was withheld for taxes, Medicare premiums, or garnishment. If payments were made to your spouse or children due to your Social Security claim, that money will also need to be repaid. Like payments to you, you'll need to repay any money withheld for taxes, Medicare premiums, or garnishment. Following benefit withdrawal Once you withdraw your Social Security claim, it will be as though you never filed it in the first place. Your benefits will continue to grow by 8% a year until you reach age 70, and you can refile for benefits at any time. Suspending your benefits If you've reached FRA (67 for most non-retired Americans) but haven't reached the age of 70 yet, you also have the option of suspending your benefits. If you choose to suspend benefits, you'll earn delayed retirement credits for each month they're suspended (until you hit 70). That means your benefits will increase by 8% each year. Let's say your monthly benefits were $2,000 before suspending them and you decide not to resume payments until age 70. Given that your retirement credits continue to grow by 8% annually, your benefit will be 24% higher once...

SanDisk's earnings indicate that a massive hardware refresh cycle is beginning, positioning Dell Technologies and HP Inc. as the next beneficiaries of AI.

Builders are working on a plan for a massive program to develop “Trump Homes” that would address the US affordability crisis while allowing private capital to deploy many billions of dollars. Lennar Corp. and Taylor Morrison Home Corp. are among the firms that have worked on the proposal, which calls for builders to sell entry-level homes into a pathway-to-ownership program funded by private investors, according to people familiar with the plan. Under one iteration of the plan, the investors would rent out the homes to tenants, whose monthly payments would, after three years, be counted toward a down payment if they wished to purchase the home. Such a program would be complicated to implement, one of the people said, and it’s possible that it won’t gain enough support to move forward. Even so, it demonstrates builders’ desire to gain the favor — or at a minimum, avoid the ire — of an unusually transactional White House. The size of the program would ultimately depend on how many builders decide to participate, though a person involved in the plan said that builders have discussed aiming for as many as 1 million homes. At that number, the program would likely deliver more than $250 billion worth of housing. The administration is not actively considering the plan, a White House official said, speaking on condition of anonymity. The private investors would bear any initial losses, said one of the people, who asked not to be named discussing the proposal. Many details have yet to be determined, including the role that federally-backed mortgages should play. Industry players initially pitched the plan last year to the administration and are continuing to refine the details, the people familiar with the matter said. “We are encouraged by the thoughtful discussions between home builders and the administration that could help more Americans step into home ownership,” a Taylor Morrison spokesperson said, adding that it’s “too early to understand any details.” A representativ...

格隆汇2月3日｜辉瑞CEO表示，公司计划在2026年开展约20项与减肥药相关的临床试验。

watch now VIDEO 22:45 22:45 Inside Alts: Arctos Partners' Ian Charles on investing in sports Inside Alts A version of this article appeared in CNBC's Inside Alts newsletter, a guide to the fast-growing world of alternative investments, from private equity and private credit to hedge funds and venture capital. Sign up to receive future editions, straight to your inbox. The rise of artificial intelligence is likely to boost the valuations of sports teams and media rights, making sports an even more attractive asset class for investors, according to Ian Charles, managing partner of Arctos Partners. With AI-generated video and online content becoming more ubiquitous, live sports will become even more important in the battle for attention, Charles told Inside Alts . Since fans will pay more for live experiences and in-person games, team values will continue to climb and generate strong returns, he said. "Sport is the only must-see, appointment-viewing content," Charles said. "In a world where people are increasingly lonely and looking for a connection — for the communal, tribal connection you get from watching a sporting event with your friends, being part of your community, crying and screaming and cheering — the value of that to the media landscape and ecosystem is just becoming exponential." Get Inside Alts directly to your inbox The Inside Alts newsletter with Robert Frank and Leslie Picker is your guide to the fast-growing world of alternative investments. Subscribe here to get access today . Arctos is at the center of an investing boom in sports. With $15 billion in assets under management, the Dallas-based firm has helped pioneer the growing role of private equity in sports team ownership and capital raises. It's the only private equity firm approved to own equity in teams across all five major North American professional leagues – the NFL, NBA, MLB, NHL and MLS. The firm has gained such a big lead in sports that it's become an attractive target for other private ...

Key Points Bloom Energy's fuel cells are meeting the massive power demands of data centers. The company signed some big partnerships in 2025 and is heading towards profitability. 10 stocks we like better than Bloom Energy › Bloom Energy (NYSE: BE) stock broke all records in 2025, surging 291.2% according to data provided by S&P Global Market Intelligence. Why is Bloom Energy stock rallying this high? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » It is the frantic race to build data centers amid the artificial intelligence (AI) boom, and Bloom's technology that's directly addressing the biggest challenge for the data center buildout. The 2 biggest 2025 catalysts for Bloom Energy stock Massive partnerships The global data center industry attracted over $61 billion in investments in 2025, according to data from S&P Global. Bloom Energy's energy servers, built on its solid-oxide fuel-cell technology, use fuels such as natural gas and hydrogen to generate reliable, uninterrupted electricity on-site, meeting a crucial need for power-hungry data centers. In 2025, Bloom Energy signed a $5 billion partnership with alternative asset management company Brookfield Asset Management to build AI factories powered by Bloom Energy servers. Earlier in the year, Bloom Energy deployed fuel cells for Oracle in just 90 days, a speed that traditional utilities cannot match. Financial milestones In October 2025, Bloom Energy delivered its fourth consecutive quarter of record revenue. In the nine months that ended Sept. 30, Bloom's revenue jumped 38% to nearly $1.2 billion while gross profit surged by nearly 88%, helping Bloom cut down its operating and net losses significantly. With Bloom Energy flipping from an operating loss in Q3 2024 to an operating income of $7.8 million in Q3 2025, investors believe the company is on a path to scale its business profitably. The ...

LGI Homes涨超7.6%，霍夫纳尼安涨约7%，帕尔迪涨6.1%，Lennar、托尔兄弟涨约6%，梅若堤居涨约5.6%，霍顿房屋/DR Horton涨超5.3%，KB Home涨超4.6%，Green Brick涨超4.5%，帕特里克工业维持超过1.7%的涨幅， iShares安硕美国房屋建造ETF涨5%，SPDR标普房屋建筑商指数ETF涨4.4%。 彭博援引知情人士报道称，多家大型住房开发商考虑建造100万套“特朗普之家”/“特朗普住宅”的计划。

The US government has subpoenaed Texas-based oil driller Sable Offshore Corp. following allegations by Hunterbrook Media that the company selectively disclosed information to investors, including pro golfer Phil Mickelson . Sable is pursuing a contested plan to drill oil off the Californian coast and announced a $250 million equity raise Tuesday . Shares were down as much as 13% in New York. In the filing, Sable said it had received subpoenas on Dec. 2 from the United States Attorney’s Office for the Southern District of New York and the SEC requesting documents related to a late-October Hunterbrook Media report . The report alleged Sable executives had selectively disclosed information to investors including Phil Mickelson, who has been a vocal supporter of the company on social media. Sable, in the immediate aftermath of the report, formed a special committee to probe the allegations. The company said in the filing it is providing documents and co-operating with the government’s requests. Read More: Phil Mickelson-Touted Sable Struggles to Advance Oil Project Sable did not immediately respond to a request for comment.

美国计划向企业颁发许可证，允许它们开采委内瑞拉石油。(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。

北京时间2月3日晚，美股周二早盘涨跌不一，纳指下跌200点。Palantir公布强劲财报后股价大涨。金银价格大举反弹。本周投资者将消化超百家标普500成份公司的业绩报告。受政府部分停摆影响，1月就业报告将无法如期在周五公布。 道指涨63.81点，涨幅为0.13%，报49471.47点；纳指跌199.56 点，跌幅为0.85%，报23392.54点；标普500指数跌25.12点，跌幅为0.36%，报6951.32点。 Palantir股价上涨6%，此前该公司公布了强劲的第四季度财务业绩和乐观指引。 机器人概念股 Teradyne 在公布超出预期的第一季度营收展望后股价暴涨。 科技板块其他个股中，Alphabet股价在周三公布业绩前上涨逾1%。 在Palantir财报获得积极反馈后，投资者周二将把注意力转向盘后公布的 AMD 财报，关注其是否能在AI加速器市场对英伟达的主导地位形成挑战迹象。 自10月以来，AMD股价已累计上涨逾50%，而英伟达整体走势相对横盘。随着交易员越来越多地把目光从“七巨头”扩展到更广泛的标的，AI交易的下一阶段布局正在外溢。 Investec财富与投资公司股票分析师Jimmy Muchechetere表示：“资金正在流入半导体板块，流入存储芯片股票——短期想要获得超额表现，机会就在这些领域。” 现货黄金和现货白银价格在周一收跌后于周二反弹，日内分别上涨5%和9%。此前这两种贵金属与比特币共同承压，比特币一度跌至4月以来最低水平，显示投资者风险偏好下降。金银在上周五亦遭大幅抛售。 周一美股全线收高。道指上涨1.05%，标普500指数上涨0.5%；纳指收高0.6%。热门人工智能基础设施股 闪迪 、 西部数据 及 希捷 科技收盘均走高。不过英伟达下跌近3%，因上周末有报道称这家芯片公司对OpenAI的投资计划已陷入停滞。 本周投资者将消化超百家标普500成分股公司的业绩报告。除Alphabet外，“美股七巨头”中的另一巨头 亚马逊 也计划于本周公布财报。随着投资者寻找人工智能驱动效率与利润增长的迹象，科技股业绩将成为焦点——尤其是在上周市场对 微软 业绩作出“无情”反应之后。 Solus替代资产管理公司策略师Dan Greenhaus表示：“推动风险资产走高的核心逻辑依然成立——美联储显然不会加息、今年很可能进一步降息、经济与盈利背景强劲、关税问题未...

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

格隆汇2月3日｜美国计划为企业颁发开采委内瑞拉石油的许可证。

The Nasdaq Composite took a dive after opening higher. The tech-heavy index sank 1%. The S&P 500 was down 0.5%. The Dow was moving in and out of negative territory. Palantir Technologies, which surged 11% in early trading, cut its early gain in half.

Palantir, PayPal, Pfizer, Merck, AMD, Disney, Gartner, and More Market Movers Barron's

Live cattle futures were in rally mode, up $2.30 to $2.75 across the nearbys on Monday. Open interest showed new buying, up 2,855 contracts. Cash trade settled in last week at $238-240 live across the country and $375-378 dressed. Early action this week has been quiet with most compiling showlists. Feeder cattle futures saw stronger trade on Monday, with contracts up $5.22 to $6.07 in the front months. OI was down 994 contracts. The CME Feeder Cattle Index was up another $3.82 to $374.41 on January 30. Monday’s OKC feeder cattle auction showed 2,624 head sold, with sales up $4-12 for feeder steers and $3-8 higher on feeder heifers, with calves reported steady. Wholesale Boxed Beef prices were mixed in the Monday PM report, with the Chc/Sel spread narrowing to $3.30. Choice boxes were up $2.65 to $368.21, while Select was $2.97 higher at $364.91. USDA reported federally inspected cattle slaughter at 108,000 head for Monday. That was 8,000 head above last Monday but 5,428 head shy of the same Monday last year. Don’t Miss a Day: Feb 26 Live Cattle closed at $238.175, up $2.325, Apr 26 Live Cattle closed at $239.525, up $2.725, Jun 26 Live Cattle closed at $234.250, up $2.525, Mar 26 Feeder Cattle closed at $366.350, up $6.075, Apr 26 Feeder Cattle closed at $364.175, up $5.900, May 26 Feeder Cattle closed at $360.350, up $5.225, More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Wheat is slightly higher in the winter wheat front months on Tuesday, with spring wheat weaker. The wheat complex extended weaker trade into the Monday session, as a stronger US dollar index, up $0.581, added some pressure. Chicago SRW futures were down 9 to 11 ¼ cents at the close. Open interest suggested new selling, up 5,993 contracts on Monday. KC HRW futures posted 8 to 9 ½ cent losses on Monday. OI was up 1,821 contracts. MPLS spring wheat was 6 to 7 cents lower. The NASS Flour Milling report from Monday afternoon showed 227.58 million bushels of wheat ground for flour in from October-December. That was down 3.2 million bushels from the same period in 2024. Don’t Miss a Day: Export Inspections data showed wheat shipments at 326,828 MT (12 mbu) shipped in the week that ended on January 29. That was down 13.76% from the week prior, but 29.11% above the same week last year. Mexico was the top destination of 60,886 MT, with 55,702 MT to Taiwan and 55,630 MT to Malaysia. Marketing year shipments have totaled 16.69 MMT (613.1 mbu), which is up 18.61% yr/yr. Commitment of Traders data from Friday indicated managed money covering some shorts in Chicago wheat futures and options as of 1/27, cutting 15,957 contracts from their net short to 94,743 contracts. In KC wheat, spec traders trimmed 2,689 contracts from their net short position to 10,329 contracts. Taiwan purchased a total of 106,350 MT of wheat in a tender from the US late last week. Mar 26 CBOT Wheat closed at $5.27 3/4, down 10 1/4 cents, currently up 2 1/4 cents May 26 CBOT Wheat closed at $5.36 1/2, down 9 1/2 cents, currently up 2 1/2 cents Mar 26 KCBT Wheat closed at $5.35 1/4, down 9 1/2 cents, currently up 1 cent May 26 KCBT Wheat closed at $5.46 1/4, down 8 3/4 cents, currently up 1 1/4 cents Mar 26 MIAX Wheat closed at $5.72 1/2, down 6 3/4 cents, currently up 1 1/4 cents May 26 MIAX Wheat closed at $5.85, down 6 1/2 cents, currently down 1 1/4 cents On the date of publication, Austin Schroeder did no...

Fabrice Cabaud Wall Street's major averages were mixed on Tuesday, with the S&P 500 (SP500) and the Nasdaq (COMP:IND) dipping back into the red despite tech giants Palantir (PLTR) and Teradyne (TER) posting formidable Q4 earnings results. The benchmark S&P 500 ( SP500 ) was last -0.4% in late morning trade, while the Nasdaq Composite ( COMP:IND ) was -0.9%. The blue-chip Dow ( DJI ), on the other hand, reached new intraday highs and was last +0.1%. “The bulls have history on their side: when the S&P 500 (SP500) gains between 0% and 2% in January, the next 11 months have gone higher 92% of the time since 1950, posting a median gain of 13.6%,” said Ryan Detrick, chief market strategist at Carson Group. Teradyne ( TER ) shares were +8.6% on Tuesday after the company posted Q1 earnings that beat expectations and issued guidance above consensus. Palantir Technologies ( PLTR ) was also +6.1% after a successful Q4 earnings report that beat consensus. In other notable earnings, PayPal ( PYPL ) stock tumbled 17.5% after the fintech issued disappointing guidance , delivered weaker-than-expected Q4 earnings and revenue, and replaced its CEO. Moreover, shares of some of the Magnificent Seven stocks were deep in the red, including Nvidia ( NVDA ), Microsoft ( MSFT ), Amazon ( AMZN ), and Apple ( AAPL ). Over in the bond market, the 10-year Treasury yield ( US10Y ) rose 1 basis point to 4.29%, while the 2-year yield ( US2Y ) was 1 basis point lower at 3.58%. In addition, gold ( XAUUSD:CUR ) and silver prices ( XAGUSD:CUR ) rebounded strongly after two days of heavy selling, lifting global stocks and funds linked to the metals. The commodities' prices are about $4,900 and $87 per ounce, respectively. “Metals are in big bull markets that have much more to go. The steep sell-off sets them up for another even steeper leg up. I am raising my gold target to $6800 from $5500 and silver to $180 from $125,” said David Hunter, chief macro strategist at Contrarian Macro Advisors. More on ma...

winhorse/iStock Unreleased via Getty Images I'm still sticking with a " Buy" call for Kyocera Corporation ( KYOCY ) (6971.T). KYOCY surpassed expectations with its strong 3QFY26 (YE Mar 31) showing. I also like how it's restructuring operations to deliver superior returns. Its minority position in "Japan Aviation Electronics" ( JPAVF ) and above-consensus 2nd quarter "Operating Profit/OP" were evaluated in my prior Nov. 7, 2025 write-up . KYOCY Topped Estimates And Hiked Outlook The company issued an announcement showcasing its quarterly results on Monday, Feb. 2. Its 3QFY2026 OP of ¥29 billion was +28.8% better than the analysts' projection, according to S&P Capital IQ. The full-year guide was revised upwards from ¥0.07 trillion to ¥0.10 trillion, implying a 266% improvement versus FY25. You would be impressed with KYOCY's turnaround from losses in the same quarter a year ago. This also means that a sequential group-level comparison is more effective by avoiding the distortion of negative YoY numbers. The firm's operating income rose 22.6% QoQ in the latest three-month period. Its EBIT-to-sales widened by +85bps (basis points) during the same time frame. My initial August 2025 report highlighted that KYOCY's top and third biggest revenue-generating sub-segments are "Document Solutions Unit/DSU" and "Semiconductor Components Unit/SCU", respectively. These were the standouts in Q3. SCU's topline was 25.8% higher at ¥93 billion for 3QFY26. In its earnings disclosure, the robust growth was credited to "AI-related demand" associated with "organic packages for data centers (DCs)." In the 3rd quarter of this fiscal year, DSU achieved a 9.1% operating margin. That was equivalent to QoQ and YoY expansion rates of +1.7ppts (percentage points) and +0.2ppts, respectively. This was driven by "cost reduction efforts" according to the results slides . Separately, I believe management is justified in being optimistic about the FY26 outlook. About half of the +¥30 billion guidance ...

The $1.25 trillion merger between SpaceX and xAI are increasing expectations about the Space X IPO, which could come as early as June. What Polymarket Projects For Space X’s Market Cap Polymarket traders are currently estimating that the closing market cap of SpaceX will be around $1.67 trillion, derived from the following probability bands: 29% chance of >$2 Trillion 34% chance of $1.4 Trillion – $2 Trillion 9% chance of $1 Trillion – $1.4 Trillion 15% chance of <$1 Trillion 12% chance of “No IPO before 2028” To put these numbers in perspective, the current record-holder for the largest IPO in history is Saudi Aramco, which debuted in 2019 with a valuation of roughly $1.7 trillion. If the 28% figure proves to be correct and the SpaceX-xAI entity breaks the $2 trillion barrier on Day 1, it wouldn’t just be the biggest IPO ever. 2026 Could Be A Massive Year For IPOs The timing of this merger is critical as rumors swirl that OpenAI is eyeing a Q4 IPO with a target valuation exceeding $1 trillion. AI rival Anthropic is reportedly preparing its own listing at a $500 billion target. This sets the stage for a “race for liquidity.” Market insiders are speculating that SpaceX is targeting a capital raise of $50 billion, far exceeding Saudi Aramco's $25.6 billion record. A listing of this magnitude would act as a gravity well, sucking up massive amounts of institutional and retail capital. In a year where three of the biggest tech listings in history might overlap, fund managers will have to make hard choices about where to allocate their cash. The Polymarket odds suggest the market is pricing a meaningful Musk premium, big enough to put a record-setting IPO on the table. Image: Shutterstock

In early trading on Tuesday, shares of Merck topped the list of the day's best performing Dow Jones Industrial Average components, trading up 3.8%. Year to date, Merck registers a 11.8% gain. And the worst performing Dow component thus far on the day is Salesforce, trading down 4.0%. Salesforce is lower by about 23.6% looking at the year to date performance. Two other components making moves today are International Business Machines, trading down 2.9%, and Cisco Systems, trading up 2.5% on the day. VIDEO: Dow Movers: CRM, MRK The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Management emphasized that Revolve is gaining competitive advantage in a challenging retail and tariff environment, supported by data driven merchandising, growing its own brand penetration, and improving marketing efficiency. Active customers reached 2.75 million, up 5% year over year, while management raised full year 2025 gross margin guidance to 53.5%, well above prior expectations. Free cash flow more than tripled through the first nine months of the year, adding $63 million to cash and lifting the balance to $315 million. The quarter was driven by margin performance, even as revenue came in below expectations. The bottom line reflected a nearly 350 basis point year over year expansion in gross margin to 54.6%. That margin strength powered an 11% increase in gross profit and a 45% jump in adjusted EBITDA to $25.3 million, the company's highest ever for a third quarter. Revolve delivered a strong Q3 earnings, beating expectations by 118%. This was the 8 th straight EPS beat and the second largest beat during that stretch. RVLV is valued at $2 billion and has a Forward PE of 33. The stock has Zacks Style Scores of "C" in Value, but "A" in Growth. The company operates two main online platforms. REVOLVE, which offers a wide assortment of premium apparel, footwear, beauty, accessories, and home products from both emerging and established brands, and FWRD, which focuses on higher-end and luxury fashion. Revolve Group was founded in 2003 and is headquartered in Cerritos, California. The company operated under the name Advance Holdings, LLC before rebranding as Revolve Group, Inc. in October 2018. The stock recouped most of its 2025 losses in the final month of the year, though early 2026 has seen modest selling pressure. Investors should watch key technical levels and upcoming earnings as potential catalysts for a longer-term opportunity. Revolve is primarily an e-commerce destination that blends shopping with lifestyle and content, using influencer and social media m...

格隆汇2月3日｜荷兰国际银行的Francesco Pesole在报告中表示，澳元存在转而走弱的风险，因为市场对进一步加息的预期显得过于激进。他指出，澳洲联储如预期加息25个基点，市场从政策声明中解读出足够理由，押注未来还会继续加息。澳洲联储将6月通胀预测上调至3.7%，但年末3.2%的通胀预期“并不足以说明有迫切需要再次加息”。他表示，在加息预期已被计入、且美元可能回升的情况下，澳元在澳洲联储决议后的涨势应会逐步回吐。

imaginima/iStock via Getty Images AES Corp. ( AES ) +6.5% in early trading Tuesday following a Bloomberg report that BlackRock' s ( BLK ) Global Infrastructure Partners has teamed up with EQT AB in an attempt to acquire the power company. The two investment companies reportedly could reach an agreement in the coming weeks to buy AES ( AES ), which provides renewable power to tech giants such as Microsoft. AES ( AES ) has been exploring options including a sale after receiving takeover interest from infrastructure investors including GIP, Bloomberg reported earlier. Virginia-based AES ( AES ) owns a fleet of renewable generation, including wind and solar, as well as natural gas and coal assets and a utility in Indiana and Ohio. More on AES Corp. AES Corp.: Why The Stock Is Worth $30, With Or Without A Takeover AES Corp. At 6.5x P/E Is Way Too Cheap AES Corp.: No News Is (Probably) Good News

Eric Broder Van Dyke/iStock Editorial via Getty Images I've continued to assign a 'Hold' to Komatsu Ltd. ( KMTUY ) (6301.T). KMTUY's 3QFY2025 (YE Mar 31, 2026) "Operating Profit/OP" was consistent with internal expectations, excluding "Foreign Exchange/FX" tailwinds. The company also stuck to the existing financial outlook. Its above-consensus 2nd quarter results and worse-than-anticipated full-year guide were detailed in my previous November 7, 2025 write-up . FX-Adjusted Operating Income Was No Surprise The firm's latest performance was revealed on Friday, Jan 30. KMTUY registered a headline OP of ¥142B in Oct-Dec '25. There's "+JPY 20 billion of positive (OP) impact coming from FX" for the recent three-month period according to its analyst call comments (S&P Capital IQ transcript). The normalized quarterly OP amounted to ¥122B, or 24.4% of management's FY25 guidance. It's reasonable for me to say that this was aligned with what investors hoped for. This also implies a -25.0% YoY contraction. Its third quarter showing had both encouraging signs and areas of concerns. My Nov '25 piece indicated that "Indonesia/ID" is "a weak spot for the enterprise" because of "coal price weakness" and reduced "budgets for certain public infrastructure projects." But KMTUY noted at the results briefing its mining machinery volumes in the Indonesian market were "better than our initial plan." It shared that "Average Selling Price/ASP" improved from 2QFY25's 42-43/mt to 3QFY25's $45-46/mt. Also, ID's construction equipment sales surpassed expectations due to "demand related to restoration" driven by "torrential rain." Another highlight was the +48% YoY surge in industrial division's Q3 operating income to ¥11B. As per its slides , this business benefited from an increase in "higher-margin excimer laser maintenance (services) for the semiconductor industry." The EBIT-to-sales of this revenue stream is 20+%, which is way higher than the group-level's low-teens percent. Even with the ab...