沃尔玛（WMT）盘中市值首次超过1万亿美元，目前涨超1.3%，报125.75美元。 2026年迄今，沃尔玛涨约12.8%，有望延续之前三年先后涨12.86%、74.06%、24.52%的表现。

格隆汇2月3日｜墨西哥财政部长预计2026年该国经济增长率将在2.5%至3%之间。

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格隆汇2月3日｜Baird分析师Ben Kallo在报告中表示，SpaceX与xAI的合并降低了马斯克将特斯拉并入一家综合性公司的可能性。他写道：“鉴于xAI与SpaceX接下来面临重大的整合工作，我们认为，即便未来真的发生，将特斯拉纳入其中也不太可能是短期事件。”市场此前一直猜测，马斯克是否会尝试将特斯拉与其商业版图中的其他业务整合。媒体上周报道称，SpaceX曾考虑与特斯拉合并，而非与xAI合并。Kallo表示：“无论这种可能性是否存在，马斯克旗下公司整体规模的扩大，最终都会对特斯拉构成利好，不论其是作为独立公司存在，还是作为合并后实体的一部分。”

The impressive performance comes after an 84% comeback in 2025. Shares of processor giant Intel (INTC +2.81%) jumped another 25.9% in January, according to data from S&P Global Market Intelligence. The January surge was all the more impressive considering Intel had already rallied 84% in 2025. Yet, whereas the 2025 surge largely reflected a change in sentiment amid the appointment of new CEO Lip-Bu Tan and investments in the company from the U.S. government, Nvidia, and Softbank, January's surge was based on the release of an actual new product: Intel's Panther Lake CPU. As Intel's first product-to-market built on its new 18A node, on which former CEO Pat Gelsinger said he "bet the company," Intel had to "stick the landing" with Panther Lake's release, so to speak. Fortunately, early reviews of Panther Lake-based laptops show Intel has done exactly that. Expand NASDAQ : INTC Intel Today's Change ( 2.81 %) $ 1.37 Current Price $ 50.18 Key Data Points Market Cap $244B Day's Range $ 49.98 - $ 51.49 52wk Range $ 17.66 - $ 54.60 Volume 730K Avg Vol 99M Gross Margin 34.77 % Intel takes CES for the first time in a while Five years ago, former CEO Pat Gelsinger embarked on an ambitious "five nodes in four years" plan to bring Intel's manufacturing back to parity with, or even ahead of, Taiwan Semiconductor Manufacturing (TSM +3.27%). That "fifth" and final node of the transition was 18A, which features not only a new gate-all-around transistor called RibbonFET, but also backside power delivery, in which the power supply network is moved to the underside of the silicon, leaving more room for transistors on the front of the chip. It's also possible that 18A utilizes new high-NA EUV lithography technology for some of its layers, although that hasn't been officially disclosed. Of note, TSMC's 2nm technology does not utilize backside power delivery, nor does it use high-NA EUV. And while many were optimistic 18A would achieve its goal, skeptics certainly had their reasons, given...

Getty Images Investment Philosophy: Purchase durable business franchises that are selling at a discount to their intrinsic value. Investment Process: We utilize a business owner’s approach to investing, thoroughly investigating the economics of the business and the quality of the management team. Some of the characteristics of good businesses include strong recurring revenue and attractive returns on invested capital (ROIC). We have a strong orientation to low absolute and relative valuation, which are key to the execution of our investment strategy. A new idea will come from a variety of sources including company visits, screens, conferences, trade periodicals and general reading. All members of the research team are responsible for fundamental research. Once an investment opportunity is identified it is put through an extensive due diligence process, which typically includes management interviews and site visits. When an acceptable level of conviction is achieved, the appropriate weighting (considering liquidity, valuation, etc.) is discussed and determined. A new company purchased in the portfolio will usually have an initial position size of 5-8%. The portfolio generally consists of 10-15 companies and is diversified across industries. We are long-term investors; a typical holding period for our companies is three to five years, and portfolio turnover averages 20-40% per annum. Top 10 – Portfolio Holdings: Charles Schwab Corp. 13.1% Ferguson Enterprises Inc. 11.7% Weir Group PLC 11.4% Booking Holdings Inc. 10.9% Ashtead Group PLC ADR 8.8% Carrier Global Corp. 7.7% Koninklijke Philips N.V. ADR 7.6% Sodexo S.A. ADR 7.0% Ryanair Holdings PLC ADR 6.1% Accenture PLC Cl A 5.0% Portfolio Characteristics: 1 P/E Ratio (trailing one year) 23.9x FY1 P/E Ratio (forward) 20.8x FY2 P/E Ratio (forward) 19.0x P/S Ratio 3.0x P/B Ratio 4.5x EV/EBITDA Ratio 13.9x Number of Holdings 12 Active Share 99.9% Click to enlarge Recent Purchase Accenture PLC Cl A Ticker: ACN Added: Decembe...

Key Points Intel introduced Panther Lake-based laptops at CES to rave reviews. As the first product manufactured on its 18A node, Intel has proven it can execute leading-edge chip technology once again. While Intel guided for a sequential decline in revenue, this appears to be a supply problem, with demand above supply for both its PC and server chips. 10 stocks we like better than Intel › Shares of processor giant Intel (NASDAQ: INTC) jumped another 25.9% in January, according to data from S&P Global Market Intelligence. The January surge was all the more impressive considering Intel had already rallied 84% in 2025. Yet, whereas the 2025 surge largely reflected a change in sentiment amid the appointment of new CEO Lip-Bu Tan and investments in the company from the U.S. government, Nvidia, and Softbank, January's surge was based on the release of an actual new product: Intel's Panther Lake CPU. 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 » As Intel's first product-to-market built on its new 18A node, on which former CEO Pat Gelsinger said he "bet the company," Intel had to "stick the landing" with Panther Lake's release, so to speak. Fortunately, early reviews of Panther Lake-based laptops show Intel has done exactly that. Intel takes CES for the first time in a while Five years ago, former CEO Pat Gelsinger embarked on an ambitious "five nodes in four years" plan to bring Intel's manufacturing back to parity with, or even ahead of, Taiwan Semiconductor Manufacturing (NYSE: TSM). That "fifth" and final node of the transition was 18A, which features not only a new gate-all-around transistor called RibbonFET, but also backside power delivery, in which the power supply network is moved to the underside of the silicon, leaving more room for transistors on the front of the chip. It's also possible that 18A utilizes new high-NA EUV lithography techno...

Customers, Don't Expect Electric Bill Relief In 2026: "The Cake Is Baked" By Robert Walton of UtilityDive , Rising energy demand, inflation, grid investment, extreme weather and volatile fuel costs are increasing the cost of electricity faster than many households can keep up, and there are no easy fixes, experts say. Mitigating the problem would require threading a needle of policy alternatives, but even with the right policies, it will take time to reduce customer energy burdens. The U.S. Energy Information Administration puts the national average residential price per kilowatt hour in 2026 at 18 cents , up approximately 37% from 2020. “I don’t see hidden costs that can be suddenly squeezed out of the system,” said Ray Gifford, managing partner of Wilkinson Barker Knauer’s Denver office and former chair of the Colorado Public Utilities Commission. “You are talking about an industry where most of the costs are fixed, and the assets are long-lived.” Energy affordability has recently become politically salient, but for many low-income people, “the energy affordability crisis is not new,” said Joe Daniel, a principal on the Rocky Mountain Institute’s carbon free electricity team. In 2017, 25% of all U.S. households — more than 30 million — faced a high energy burden, defined as spending more than 6% of income on energy bills, according to a report from the American Council for an Energy-Efficient Economy . For the poorest, it can be much higher. Households making less than 30% of area median income paid about 11% of their income for electricity alone, according to data from the Department of Energy covering the years 2018 to 2022. The Department of Energy’s Low-Income Energy Affordability Data Tool shows households’ energy burden in the lower 48 states and Washington, D.C. The data is based on the American Community Survey 5-year Estimates for 2018-2022. Retrieved from Department of Energy . “What is new is that because electricity prices have outpaced inflation, and,...

Why Intel Jumped 26% in January Yahoo Finance

财联社2月3日讯（编辑 夏军雄） 当地时间周二（2月3日），传奇投资人、桥水基金创始人瑞·达利欧警告称，在地缘政治紧张局势加剧、资本市场高度波动的背景下，世界正处在一场“资本战争”的边缘。 达利欧周二在迪拜举行的世界政府峰会上表示，当前局势已接近资本战争的临界点。 所谓资本战争，是指通过贸易禁运、切断资本市场准入，或将债务所有权作为施压工具，将资金“武器化”。 “我们正站在边缘，”达利欧说。“这意味着我们还没有真正进入资本战争，但已经非常接近，而跨过这道边界会非常容易，因为各方都存在相互的恐惧。” 达利欧提到了美国特朗普政府近段时间对格陵兰岛的威胁，他指出，欧洲持有大量美元计价资产的投资者正担心自己可能遭遇制裁；与此同时，美国方面也可能产生对等的担忧，即无法获得所需的资本，或者无法得到来自欧洲的资金支持。 根据花旗集团研究的数据，在去年4月至11月期间，欧洲投资者占外国购买美国国债的比例高达80%。 “资本、资金，至关重要，”达利欧表示。“我们正目睹资本管制在当今世界各地出现，而最终谁会承受这些管制仍存在不确定性。所以我们正站在边缘——这并不意味着我们已经身处资本战争之中，但这确实是一个合乎逻辑的担忧。” 自去年重返白宫以来，美国总统特朗普对贸易伙伴施加了一系列惩罚性关税，随后又多次调整甚至撤回，这些决策引发了金融市场的剧烈波动。 达利欧补充称，从历史经验看，资本战争往往伴随着外汇与资本管制措施的实施，而主权财富基金和央行等机构已开始为此类管制做“准备”。 达利欧进一步指出，历史上的资本战争通常围绕“重大冲突”展开。他举例称，在美国正式加入第二次世界大战之前，美国曾对日本实施制裁，从而升级了两国之间的“对抗性关系”。 黄金仍然是重要的避险资产 在上述紧张局势下，达利欧表示，尽管此前贵金属经历了历史性抛售、价格全线走低，但黄金仍然是存放资金的最佳去处。 黄金和白银上周五和本周一经历了历史上罕见的暴跌行情，不过周二已显现出初步回稳迹象。 当被问及近期巨震是否会动摇黄金作为最安全资产的地位时，达利欧表示：“这一点是不会随时间变化的。” “黄金价格较一年前上涨约65%，但较高点回落约16%。我认为人们常犯的错误是纠结于黄金短期会涨还是会跌，以及是否该现在买入，”他说。 达利欧补充道：“相反，也许央行、政府或主权财富基金应该思考，我的投资组合中应该持有多少比例的黄金，并长期保...

Marco Bello/Getty Images News Galaxy Digital ( GLXY ) shares dropped 9.2% in Tuesday morning trading after posting a wider-than-expected loss for Q4 2025, mainly due to markedly lower digital asset prices during the three-month period. Q4 adjusted EPS of -$1.08, vs. -$0.92 average analyst estimate, compared with $1.01 in the prior quarter and $0.34 a year earlier. Revenue of $10.4B, vs. $12.1B consensus, tumbled from $29.3B in Q3 and $15.8B in Q4 2024. Total adjusted EBITDA was -$518M in Q4, down from $630M in Q3. Net digital assets and investments totaled $1.68B, vs. $2.14B in Q3. Mike Novogratz's crypto financial services firm's Digital Assets unit generated Q4 adjusted gross profit of $51M (-84% Q/Q) and Q4 adjusted EBITDA of -$29M (down from $250M in Q3 2025), reflecting a softer macro environment and lower industry trading volumes and on-chain activity. Treasury & Corporate saw adjusted gross profit of -$454M (vs. $408M in Q3) and adjusted EBITDA of -$488M (vs. $376M in Q3), driven primarily by unrealized losses on digital assets and investment positions. Date Centers adjusted gross profit of $4.6M rose from $2.7M in Q3, while the segment's adjusted EBITDA fell to $0.3M from $3.7M in Q3. More on Galaxy Digital Galaxy Digital's Rally Reflects Crypto Activity, Not A Stabilized Earnings Base Galaxy Digital: Helios De-Risks The Story, But 2026 Crypto Risks Remain Galaxy Digital: Transforming Digital Asset Volatility Into Recurring Infrastructure Revenue Coinbase, MSTR, Circle, others retreat after bitcoin's weekend slide Top performing financial stocks in the past month

日本央行已開始逐步出售，所持交易所買賣基金ETF。 日本《共同社》報道，根據日本央行公布，截至一月三十一日的資產負債表顯示，已出售ETF的帳面價值約53.7億日圓，相當於約2.7億港元，並已出售約1億日圓的房地產投資信託。 日本央行持有帳面價值，約37萬億日圓的ETF，將會逐步減持，以避免引起市場動盪。 根據央行的計劃，每年將出售帳面值3,300億日圓的ETF。日本央行行長植田和男曾經預計，需要超過100年才悉售持股。

格隆汇2月3日｜新世界发展旗下上海大型综合体K11 ELYSEA项目中的K11 ATELIER Huaihai办公楼预出租率已超50%，吸引了涵盖零售、律所、咨询、金融等领域的领军企业入驻。据了解，该综合体的办公楼预计于2026年下半年逐步面世。

Volatility was the name of the game in January, and retail traders went all-in on the action. Citadel Securities' Scott Rubner noted that activity among retail traders hit a record for January, with net stock inflows topping $350 million. Options inflows for the month also hit an all-time high above $300 million. "Retail activity in January was exceptional," wrote Rubner, the firm's head of equity and equity derivatives strategy. "Retail traders at Citadel Securities were net buyers of cash equities and directionally skewed better to buy in options each week so far this year." The S & P 500 notched a 1.4% gain in January, with traders weathering geopolitical, economic and trade fears. Many intraday drops were used by retail investors to buy the dip, helping the benchmark recover. This type of action signals mom-and-pop traders are going long on 2026. The question, however, is: Can they sustain this momentum? "Many of the themes that led in January are now extended and increasingly crowded, making them more sensitive to any moderation in flows or shifts in sentiment," wrote Rubner. "Historically, retail cash activity at Citadel Securities has tended to moderate from January into February, with seasonal patterns since 2017 showing a consistent decline in net notional following the early-year surge." Data from Bespoke Investment Group also shows there tends to be a February hangover on Wall Street. The S & P 500 has averaged a more than 1% advance in January since 1928. However, the benchmark typically sees a slight decline in February. One factor that could help the market avoid a February slump is earnings. This is the busiest week of the reporting period. Palantir is soaring after it posted better-than-expected profit Monday. "Magnificent Seven" members Alphabet and Amazon are due to report Wednesday and Thursday, respectively.

製藥企業輝瑞上季轉盈為虧，收入則好過市場預期。去年第四季蝕16.4億美元，前一年同期則賺4.1億美元。 期內，經調整每股盈利66美仙，上升百分之4.7。收入微跌至175.5億美元，高過市場預期的169億美元。 輝瑞確認對2026年的展望，收入至少595億美元，經調整每股盈利至少2.8美元。

格隆汇2月3日｜印度评级与研究机构谈美印贸易协议，该协议可能提升纺织、化工、虾类、珠宝行业企业的信用状况。

在地缘政治紧张局势持续发酵、资本市场剧烈波动的背景下，传奇投资人达里欧于周二发出警告，称全球正站在“资本战争”的边缘。 达里欧表示，全球已濒临资本战争的红线。资本战争指的是将货币“武器化”，手段包括实施贸易禁运、限制他国进入本国资本市场，或是利用债务持有量作为博弈筹码。 “我们正处在临界点上。”达里欧说道，“这意味着目前尚未正式爆发资本战争，但我们离它已经非常近了。而且局势很容易失控，滑向资本战争的深渊，因为各方都心怀忌惮。” 他还提及，近期特朗普政府试图将丹麦属地格陵兰岛纳入美方管控，这一举措进一步加剧了地缘紧张态势。 达里欧警告称，持有美元资产的欧洲投资者担忧自身可能遭到制裁；相应地，美国也在担心自己可能无法获取欧洲资本，或是得不到欧洲方面的购买支持，双方的恐惧情绪形成了相互牵制。 据花旗集团的研究数据，在去年4月至11月期间，欧洲投资者占据了美国国债海外买家总量的80%。 “资本和货币是关键所在。”达里欧在周二的采访中强调，“如今我们能看到，资本管制措施正在全球范围内陆续落地，但目前尚不确定最终谁会受到这些措施的冲击。所以说，我们正处在危险的边缘——这并不代表资本战争已经打响，但它确实是一个合情合理的担忧点。” 自去年重返白宫以来，美国总统特朗普频繁对贸易伙伴及政治对手施加惩罚性关税，之后又多次撤销相关举措。这些反复无常的决策，已在金融市场引发了剧烈波动。 达里欧补充道，从历史经验来看，资本战争往往伴随着外汇管制和资本管制等政策的出台。他还指出，主权财富基金、央行等机构已开始提前“布局准备”，以应对未来可能实施的管制措施。 达里欧提到，回顾历史，资本战争往往围绕着“重大冲突”展开。以美国参与二战前的历史为例，当时美日两国关系剑拔弩张，美国正是通过对日本实施制裁，逐步升级了双方的矛盾。 “人们完全可以预见，如今的世界也可能出现类似的局面。甚至有不少国家领导人也在讨论欧美之间的相互依赖问题——毕竟贸易逆差的另一面，本质上是资本流动的失衡，而这种资本失衡的状态，完全可能被当作战争的武器。” 黄金仍是顶级对冲工具 达里欧表示，尽管此前贵金属遭遇了一轮历史性抛售，价格全面走低，但黄金依旧是最佳的保值资产。截至周二，黄金和白银价格已显现出初步的回升迹象。 当被问及近期的价格波动是否会动摇黄金的“资本安全港”地位时，达里欧回应：“黄金的保值属性不会随着每日的价格涨跌而改变。...

藥廠默沙東上季少賺兩成一，純利29.6億美元。經調整每股盈利則升至2.04美元。 期內，銷售額增加半成，至164億美元，高過市場預期的近162億美元。 集團預期2026年銷售額至少655億美元，經調整每股盈利至少5美元。

格隆汇2月3日｜XS.com的Linh Tran在报告中表示，美国借贷成本相对于日本利率处于足够高的水平，继续对美元形成支撑。在美联储将利率维持在3.50%至3.75%区间之际，日本央行刚刚退出零利率政策，并将利率上调至仍然偏低的0.75%。她称：“这继续支撑套利交易策略，即投资者借入低收益的日元，转而投资于美国资产。”不过，这类交易对短期市场波动已变得更加敏感。此外，尽管利差结构利好美元，但日本方面可能随时出手干预以支撑日元的风险依然存在。

(RTTNews) - Technology company SLB (SLB) said on Tuesday that Kuwait Oil Company has awarded SLB a $1.5 billion, five-year integrated contract for the Mutriba field in Kuwait, including design, development, and production management. The work builds on SLB's subsurface understanding of the Mutriba field to support development planning and execution across deeper, technically demanding reservoir conditions. The contract covers the development of high-pressure, high-temperature reservoirs with sour conditions, reflecting an expanded scope and responsibility for SLB as work on the Mutriba field progresses. "This award reflects the strength of our long-standing partnership with Kuwait Oil Company and the trust built over decades of working together," said Steve Gassen, executive vice president, Geographies, SLB. "As development of the Mutriba field moves into its next stage, we are taking on end-to-end responsibility to support safe, reliable execution in complex reservoir conditions." The contract advances work already underway and reflects a deepening of the long-standing partnership between SLB and Kuwait Oil Company as development progresses. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

AMD Stock Q4: Shares Jump 2% in Premarket Ahead of Earnings Meyka

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Source: Bloomberg, 0:00

Dilok Klaisataporn/iStock via Getty Images What drove global government bond performance in a year characterised by changing monetary policy, shifting yield curves and volatile currencies? To explore these dynamics, we turn to the FTSE World Government Bond Index (WGBI), which measures the performance of fixed-rate, local currency, investment-grade sovereign bonds. The WGBI is a widely used benchmark that currently includes sovereign debt from over 20 countries, denominated in a variety of currencies. The index celebrated its 40th anniversary in January 2026 . Currency effects impacted 2025 global government bond returns WGBI returns in 2025 reflected movements in global government bond markets and the impact of currency translation for international investors. For investors with US dollar, euro, yen and pound as their base currency, unhedged returns showed wide dispersion, as gains and losses from foreign exchange movements either added to or detracted from local bond returns: US dollar investors with unhedged exposure to the WGBI saw a positive return of 7.55% during the year, but euro-based unhedged investors registered a decline of 5.18%. Currency-hedged results were more tightly clustered across base currencies. The comparison underscores how, in a year marked by shifting rate expectations and active currency markets, the decision to hedge or remain unhedged was a meaningful driver of realised WGBI outcomes across different investor perspectives. FTSE WGBI 1-, 3-, and 5-year USD/EUR/JPY/GBP returns USD USD EUR EUR JPY JPY GBP GBP Unhedged Hedged Unhedged Hedged Unhedged Hedged Unhedged Hedged YTD* 7.55 3.79 -5.18 1.63 7.26 -0.4 0.14 3.7 1 Year 7.55 3.79 -5.18 1.63 7.26 -0.4 0.14 3.7 3 Years 3.19 4.18 -0.05 2.11 9.29 -1.2 -0.58 3.74 5 Years -3.53 -0.76 -2.74 -2.55 4.87 -4.49 -3.22 -1.23 Click to enlarge Source: FTSE Russell as of December 31, 2025. Past performance is no guarantee of future results. Please see the end for important legal disclosures. Broad US do...

Galaxy Digital, the cryptocurrency company run by billionaire Michael Novogratz, on Tuesday reported a $482 million loss in the fourth quarter as the value of bitcoin and other digital assets fell.

Image source: The Motley Fool. Feb. 3, 2026, 8:30 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Paul Taubman Chief Financial Officer — Helen Meates Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Full-Year Revenue -- $1.714 billion, up 15%, with all business lines achieving record revenues, and strategic advisory as the main growth driver. -- $1.714 billion, up 15%, with all business lines achieving record revenues, and strategic advisory as the main growth driver. Fourth-Quarter Revenue -- $535 million, up 12%, setting a quarterly record led by restructuring and PJT Park Hill growth. -- $535 million, up 12%, setting a quarterly record led by restructuring and PJT Park Hill growth. Adjusted Compensation Expense -- Adjusted compensation expense was $1.15 billion, and a 67.1% ratio for the year, improving from 69% in the prior year, and 66.2% for the quarter. -- Adjusted compensation expense was $1.15 billion, and a 67.1% ratio for the year, improving from 69% in the prior year, and 66.2% for the quarter. Adjusted Non-Compensation Expense -- $207 million for the year, up 12%, driven by higher occupancy, travel, and business-related expenses; $54 million for the quarter, up 16%, with the same drivers. -- $207 million for the year, up 12%, driven by higher occupancy, travel, and business-related expenses; $54 million for the quarter, up 16%, with the same drivers. Adjusted Pretax Income -- $357 million for the year, and $127 million for the quarter, with full-year adjusted pretax margin at 20.8%, and quarterly margin at 23.7%. -- $357 million for the year, and $127 million for the quarter, with full-year adjusted pretax margin at 20.8%, and quarterly margin at 23.7%. Effective Tax Rate -- 14.1% for the year, below prior guidance due to state, local, and foreign income allocations; management anticipates a high teens rate for the next year. -- 14.1% for the year, below prior guidance due to state, local, and foreign income al...

US stocks ticked higher early Tuesday as earnings rolled in, with Palantir's (PLTR) outlook fueling faith in AI demand and precious metals jumping to continue their wild ride. The tech-heavy Nasdaq Composite (^IXIC) rose 0.2%, while the S&P 500 (^GSPC) edged up by 0.1%. The Dow Jones Industrial Average (^DJI) picked up roughly 0.3% after the blue-chip benchmark led gains on Monday with a 500-point advance. The S&P 500 is eyeing a fresh record after Palantir's surprisingly strong quarterly results signaled the AI trade has room to run. Revenue at the data analytics firm surged, driven by demand for its AI platform, and its sales outlook topped estimates, sending its stock over 11% higher before the bell. Elsewhere in AI, investors are monitoring Nvidia (NVDA) and OpenAI (OPAI.PVT) amid signs of cooling relations between the high-profile AI players. The startup's dissatisfaction with Nvidia's latest AI chips has bogged down talks with the chipmaker for an investment of up to $100 billion — a plan its CEO Jensen Huang downplayed on Monday. That has turned a spotlight on chipmaker AMD's (AMD) after-hours earnings report, which could provide the best look yet at the AI trade amid those fears of Big Tech overspending and an AI bubble. Its results prepare the ground for quarterly updates from Amazon (AMZN) and Alphabet (GOOG), highlights in the 100-plus S&P 500 companies on the calendar this week. On Tuesday, PayPal (PYPL) earnings and forecast missed estimates, as the payments services firm named HP (HPQ) boss Enrique Lores as its new CEO. Its stock tumbled over 16%, against a background of an exodus from software stocks. Reports from Pepsi (PEP), Pfizer (PFE), and Chipotle (CMG) are also on the docket. Elsewhere in the corporate world, The Walt Disney Company (DIS) named parks chief Josh D'Amaro as the entertainment giant's next CEO, set to replace long-time leader Bob Iger on March 18. Shares in Disney fell at the open. Meanwhile, volatility continued to grip precious m...

US stocks mostly fell as investors digested a wave of tech-focused earnings, precious metals jumped to continue their wild ride, and a partial government shutdown rolled into its fourth day. The tech-heavy Nasdaq Composite (^IXIC) sank by 0.8% after initially beginning the session in the green, while the S&P 500 (^GSPC) lost 0.4% after also starting the day up. Moving the other direction, the Dow Jones Industrial Average (^DJI) managed to avoid losses and pick up 0.1% after the blue-chip benchmark led gains on Monday with a 500-point advance. The S&P 500 was eyeing a fresh record at the start of the session after Palantir's (PLTR) surprisingly strong quarterly results signaled the AI trade has room to run, though the index's momentum has now flipped. Revenue at the data analytics firm surged, driven by demand for its AI platform, and its sales outlook topped estimates, sending its stock over 11% higher before the bell. Elsewhere in AI, investors are monitoring Nvidia (NVDA) and OpenAI (OPAI.PVT) amid signs of cooling relations between the high-profile AI players. The startup's dissatisfaction with Nvidia's latest AI chips has bogged down talks with the chipmaker for an investment of up to $100 billion — a plan its CEO Jensen Huang downplayed on Monday. That has turned a spotlight on chipmaker AMD's (AMD) after-hours earnings report, which could provide the best look yet at the AI trade amid those fears of Big Tech overspending and an AI bubble. Its results prepare the ground for quarterly updates from Amazon (AMZN) and Alphabet (GOOG), highlights in the 100-plus S&P 500 companies on the calendar this week. On Tuesday, PayPal (PYPL) earnings and forecast missed estimates, as the payments services firm named HP (HPQ) boss Enrique Lores as its new CEO. Its stock tumbled over 16%, against a background of an exodus from software stocks. Reports from Pepsi (PEP), Pfizer (PFE), and Chipotle (CMG) are also on the docket. Elsewhere in the corporate world, The Walt Disney Com...

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Key Points SoFi added a record number of new customers to its platform in the 2025 fourth quarter. It's adding new blockchain-based services to its product line. SoFi stock is expensive. 10 stocks we like better than SoFi Technologies › Shares of SoFi Technologies (NASDAQ: SOFI) stock fell 13% in January, according to data provided by S&P Global Market Intelligence. There were a few moving pieces, including news about the Federal Reserve that affected financial stocks in general, and concerns leading up to the company's earnings report on Jan. 30 about whether or not it could sustain its high valuation. The stock fell after the report as well. 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 » The bank of the future SoFi is an all-digital bank that's on its way to becoming a top-10 U.S. financial institution, at least according to CEO Anthony Noto. It's capturing market share, including adding a record 1 million new accounts in the 2025 fourth quarter, and increasing revenue at a fast pace on its march toward the top. There's an incredible opportunity across SoFi's business. Its lending segment, which is its core segment, is thriving as interest rates have gone down, and it sees many ways to boost this business. For example, it offers customers personal loans with low interest to pay back high-interest credit card balances at other banks. The major innovation is in the financial services segment. SoFi has been launching all sorts of new products focused on blockchain, and it's planning many more. One upcoming service management mentioned on the fourth-quarterearnings callis global payments on the SoFi app, which will open up its business to international customers. International payments to certain countries are already live for current SoFi account holders. SoFi's third segment is tech platform, a financial infrastructure business. Although it has ...