Intel and a SoftBank subsidiary, Saimemory, have signed a new collaborative agreement to advance the development and manufacture of a new type of vertical-stacked memory known as Z-Angle Memory, or ZAM. This next-generation memory is designed to compete against High Bandwidth Memory (HBM) used in the latest AI data centers, but offers higher capacity, greater bandwidth, and lower power consumption. Although owned by Softbank, Saimemory was a joint development between Intel and Softbank. The two companies started building a prototype of this new memory standard in mid-2025, leveraging Intel’s packaging technologies and key Japanese patents. The move brings Intel back into the memory market for the first time since the 1980s. It’s also the first time a Japanese company has attempted to produce cutting-edge memory in decades. Japan was a major memory manufacturing region in the ‘80s, but the rise of Korean and Taiwanese manufacturing saw it fall out of favor. As the world scrambles for more memory, both Softbank and Intel see a clear opportunity to provide it. What is ZAM? ZAM is designed to offer two to three times the capacity of HBM, operating at as little as half the power, while being up to 60% cheaper to produce, as reported by Nikkei. Saimemory will try to hit these lofty goals by vertically stacking more DRAM and using Intel’s Embedded Multi-Die Interconnect Bridge (EMIB) to reduce latency between the individual chips. ZAM is built on the foundational work Intel completed as part of the Advanced Memory Technology R&D program, managed by the U.S. Department of Energy and National Nuclear Security Administration through the Sandia National Laboratory. They recognized that HBM has impressive bandwidth, but trades that for lower capacity and weaker power efficiency. Using Intel’s new bonding techniques and novel DRAM stacking techniques allows for all the benefits of HBM, without those traditional downsides. “Intel’s Next Generation DRAM Bonding (NGDB) initiative h...

财联社2月3日讯（记者 沈娇娇 王彦琳） 目前，人口老龄化将是我国未来很长时期的基本国情，应对老龄化问题刻不容缓，如何创新养老模式、发展银发经济成为社会关注的焦点。 正在举行的上海两会上，上海市政协委员、复星国际联席CEO陈启宇从资源盘活、资本赋能、产业培育、模式创新及科技应用等多个维度，为超大城市应对老龄化挑战提出了系统性建议。 https://vod-cdn.cls.cn/asset/b7b16071cf52a50640cd282c77f73c6b/play_video/7eaf6c5cd42a20d1dc6dfdde47c0e0e8.mp4 陈启宇向财联社记者表示：“上海的老年人口相对来讲教育程度、收入水平、财富水平、生活的要求都比较高。所以在这一点上的话，我觉得上海应该在全国率先去探索未来的养老的路径。” 他指出，上海作为我国最早进入深度老龄化的超大城市，截至2024年底，户籍60岁以上老年人口已接近590万，预计2025年将突破600万，其中80岁以上高龄人口近86万，高龄、失能、空巢群体叠加态势显著，养老服务需求呈现多元化、品质化特征。 然而，当前上海养老服务体系面临多重挑战。陈启宇分析认为，首要问题是优质资源供给不足，表现为面向失能失智、高龄独居长者的专业照护资源稀缺，同时存在普通养老床位空置与高品质服务“一床难求”并存的结构性矛盾。其次，养老机构可持续发展能力偏弱，前期投入大、回报周期长、人力成本攀升等因素制约其盈利性。此外，政府资金投入的市场效能有待进一步释放，科技应用与养老服务场景的融合深度不足，“重硬件、轻服务”现象仍较普遍。 针对资源供给难题，陈启宇建议，首要之举是盘活存量国有资产和社会资产。他呼吁由市相关部门研究制订存量国有资产转型为康养社区设施的相关指导意见，全面梳理市、区两级闲置的行政用房、办公楼、酒店、校舍等资产，鼓励符合康养标准的转型。同时，建立“审批绿色通道”，明确改建标准与消防规范，并对转型改造项目给予适当补贴，以加快供给速度。 在资本支持方面，陈启宇的核心建议之一是设立“上海银发产业发展引导基金”。该基金可由市相关部门联合发起，重点投向智慧养老科技、优质连锁运营、医养融合、康复辅具等创新企业与项目。对获得基金投资的企业，配套提供研发费用加计扣除、贷款贴息、应用场景开放等政策包，并鼓励金融机构开发养老专项信贷、长期护理保险配套金...

Trump wants low long-term yields. Warsh's Fed won't be much help Reuters

Paper Boat Creative/DigitalVision via Getty Images Palantir Technologies ( PLTR ) remains a big winner in the market for software/analytics solutions, with the company benefiting from growing enterprise-driven AI adoption, resulting in a blow-out fourth-quarter earnings report. Palantir generated 70% year-over-year top line growth in the fourth-quarter (56% on a full-year basis) which was made possible by exceptional growth in the U.S. commercial segment. Besides accelerating top line growth, driven by AIP (Palantir's AI software platform), Palantir's profitability is soaring, and the company gave an impressive AI outlook for FY 2026 as well. While shares are not a bargain, Palantir has a unique opportunity to service the enterprise market with its advanced AI solutions. Data by YCharts Previous rating I rated shares of Palantir a buy in my last article in November 2025 -- Strong AI Growth At A Premium Price -- because of the company’s significant momentum in the artificial intelligence realm. Enterprise commercial segment customers are falling over themselves in order to try out Palantir’s artificial intelligence platform AIP which will remain key to the firm’s growth in FY 2026. For the current year, Palantir sees $7.2B in revenues, at the mid-point, which implies a massive 61% year-over-year growth rate. With AI adoption momentum continuing unabated, I believe the risk profile has improved, and I am up-grading shares of Palantir to strong buy. Palantir crushed Q4’25 estimates The software and analytics platform delivered earnings and top line beats for the fourth fiscal quarter: Palantir published $0.25 per-share in non-GAAP earnings which exceeded the consensus estimate by $0.02 per-share. The top line came in at $1.4B, out-matching the average prediction by $65.4M. Seeking Alpha Palantir continued to benefit in the fourth fiscal quarter from strong demand for its AIP product which gives companies the opportunity to analyze their data sets with the help of artif...

Paper Boat Creative/DigitalVision via Getty Images Palantir Technologies ( PLTR ) remains a big winner in the market for software/analytics solutions, with the company benefiting from growing enterprise-driven AI adoption, resulting in a blow-out fourth-quarter earnings report. Palantir generated 70% year-over-year top line growth in the fourth-quarter (56% on a full-year basis) which was made possible by exceptional growth in the U.S. commercial segment. Besides accelerating top line growth, driven by AIP (Palantir's AI software platform), Palantir's profitability is soaring, and the company gave an impressive AI outlook for FY 2026 as well. While shares are not a bargain, Palantir has a unique opportunity to service the enterprise market with its advanced AI solutions. Data by YCharts Previous rating I rated shares of Palantir a buy in my last article in November 2025 -- Strong AI Growth At A Premium Price -- because of the company’s significant momentum in the artificial intelligence realm. Enterprise commercial segment customers are falling over themselves in order to try out Palantir’s artificial intelligence platform AIP which will remain key to the firm’s growth in FY 2026. For the current year, Palantir sees $7.2B in revenues, at the mid-point, which implies a massive 61% year-over-year growth rate. With AI adoption momentum continuing unabated, I believe the risk profile has improved, and I am up-grading shares of Palantir to strong buy. Palantir crushed Q4’25 estimates The software and analytics platform delivered earnings and top line beats for the fourth fiscal quarter: Palantir published $0.25 per-share in non-GAAP earnings which exceeded the consensus estimate by $0.02 per-share. The top line came in at $1.4B, out-matching the average prediction by $65.4M. Seeking Alpha Palantir continued to benefit in the fourth fiscal quarter from strong demand for its AIP product which gives companies the opportunity to analyze their data sets with the help of artif...

Sandisk has been one of the market's biggest winners over the past year. Sandisk (SNDK +15.44%) was one of the market's hottest stocks over the past year, and its incredible run became even more impressive after the stock surged following its fourth-quarter earnings report. The semiconductor stock is already up more than 166% in 2026 alone, as of this writing. Sandisk is one of the world's leading makers of NAND (flash) memory. NAND manufacturers dramatically reduced production a few years ago after a price crash, as gross margins turned negative due to oversupply. However, demand started to skyrocket as artificial intelligence (AI) data centers require huge, high-performance solid-state drives (SSDs) using flash memory to hold training data. Meanwhile, memory makers have been slow to resume production, with many focusing more on high-margin, high-bandwidth memory (HMB). HMB is a specialized form of DRAM (dynamic random access memory) that is essential for helping graphics processing units (GPUs) and other AI chips perform at their best. HBM also requires considerably more wafer space, which is drawing resources away from other types of memory. This is leading to a huge supercycle in the memory market where prices are skyrocketing. Huge earnings growth These dynamics showed up in Sandisk's fiscal Q2 results, as revenue surged 61% year over year to $3 billion. Data center revenue soared 76% to $440 million, driven by AI data center expansion and increased NAND usage per deployment. Its Edge segment, which includes smartphones and PCs, saw revenue climb 63% to $1.7 billion, while the consumer segment, which consists of things like flash drives, saw revenue jump 52% to $907 million. The revenue growth was driven by higher NAND prices, which also greatly boosted the company's gross margins. For the quarter, gross margins climbed from 32.3% last year to 50.9%. This helped lead to a 386% surge in adjusted operating income to $1.1 billion and a 404% increase in adjusted ea...

澳門政府在農曆新年期間，將舉辧多項賀歲活動，預計吸引約150萬人次旅客訪澳。 賀歲活動包括花車匯演，無人機煙花匯煙及金龍社區巡演，整體預算3,680萬元，按年多半成。 其中花車匯演大年初三及正月十二，分別於西灣湖一帶及北區舉行。有17輛花車，以及來自澳門、內地，葡萄牙和南韓等地，約1,300名表演者參加。 至於煙花匯演有三場，並首次同時加入無人機，共3,888架，每場歷時15分鐘。 澳門旅遊局局長文綺華說：「有部分的朋友不選擇在春節期間，反而在春節後人沒那麼多的時候來澳。所以我們希望未來春節假期，或黃金周假期引發的效應，不只在黃金周期間，而是前後都可帶來更多不同旅客。」 當局估計內地九天新春假期，日均將有超過15.8萬人次訪澳。又預計今年整體旅客，可達4,100萬人次，將重點用好橫琴口岸，及港珠澳大橋口岸的240小時過境免簽政策。 文綺華表示：「今年如何用好這個(政策)吸引國際旅客，無論他們是直接飛到澳門延伸到內地，或從香港來澳延伸到內地，甚至到內地再延伸活動行程到澳門或香港，我們都希望在這方面做好有關工作。」 文綺華又稱，今年會繼續吸引國際客源，包括拓展中東及中亞市場。

六人在尖沙咀一間餐廳，進食去殼生蠔和醬油蟹後食物中毒，情況穩定。 涉事的是，尖沙咀金巴利道永利大廈地下的石牆道韓國餐廳。衞生防護中心指，介乎21歲至26歲的兩男四女，分別在上周三及周四在這間餐廳進食晚餐，約20至35小時先後出現，腹瀉、嘔吐和發燒等。其中五人已求醫，均毋須入院，相信他們可能進食生的食物引致中毒。 食安中心和環境衞生部人員，已到涉事餐廳調查，並指示餐廳暫停供應涉事食物，消毒處所。

Northland Upgrades Palantir Technologies to Outperform From Market Perform, Price Target is $190 marketscreener.com

國泰一班由吉隆坡返港的航班，起落架懷疑故障，消防一度戒備，沒人受傷。 涉事航班編號CX722，屬A330-343型空中巴士客機。下午兩時許由馬來西亞吉隆坡國際機場起飛，期間懷疑起落架故障，要求香港國際機場戒備，下午近6時安全降落。 國泰日前一班由高雄返港的A321neo客機，起飛後懷疑引擎漏潤滑油，要緊急折返，沒人受傷。

As investors turned their back on software (notably, the seat-based software-as-a-service companies), they’re turned towards hardware in a big-time way. You wouldn’t know it by looking at those flat shares of Nvidia (NASDAQ:NVDA), but the iShares Semiconductor ETF (NASDAQ:SOXX) is up around 13% year to date, with few signs of slowing down. The winners within ... SanDisk and Western Digital are the Real AI Kings of 2026

Q4 Earnings Crush Estimates: Palantir Technologies delivered blockbuster Q4 results, surpassing revenue forecasts by $80 million and EPS expectations, while guiding FY2026 revenue to $7.18 billion—far above consensus. Social media lit up with acclaim for the 70% year-over-year growth and 137% U.S. commercial surge, propelling shares to $160 after hours. The beat has reignited momentum in a stock that commands intense scrutiny. Analyst Upgrade Amplifies Buzz: William Blair elevated PLTR to Outperform post a 30% pullback, citing undervalued shares poised for $200 amid enterprise strength and favorable administration ties. Traders hailed the pristine income statement—earning rare top grades—and robust free cash flow margins. Discussions underscore margin expansion and AI-driven dominance as key catalysts. Visions of Trillion-Dollar Future: Enthusiasts on social media project unprecedented market caps for Palantir's unique platform, backed by bullish options sweeps and all-in conviction plays. While some eye technical setups for further upside, the chorus celebrates long-term compounding potential. Overall sentiment skews overwhelmingly bullish. Note: This discussion summary was generated from an AI condensation of post data. Palantir Technologies Insider Trading Activity Palantir Technologies insiders have traded $PLTR stock on the open market 327 times in the past 6 months. Of those trades, 0 have been purchases and 327 have been sales. Here’s a breakdown of recent trading of $PLTR stock by insiders over the last 6 months: To track insider transactions, check out Quiver Quantitative's insider trading dashboard. Receive $PLTR Data Alerts Sign Up Palantir Technologies Revenue Palantir Technologies had revenues of $1.4B in Q4 2025. This is an increase of 70.0% from the same period in the prior year. You can track PLTR financials on Quiver Quantitative's PLTR stock page. Palantir Technologies Congressional Stock Trading Members of Congress have traded $PLTR stock 9 times ...

Credo Technology Group CRDO is enhancing its footprint in the rapidly expanding AI-interconnect market with the launch of the Blue Heron 224G AI scale-up retimer. With this solution, CRDO gains exposure to the scale-up networking market, which, according to an industry analyst’s estimate, could top $40 billion by 2030, as cited in the press release. The Blue Heron retimer is purpose-built to support multiple protocols, including UALink, ESUN and Ethernet and enables full recovery of a 40+dB 224G link. Blue Heron enables rack-scale cable backplanes and flexible placement of switch ICs and GPUs for AI scale-up applications. This solution is built on an advanced 3nm process and leverages Credo’s proprietary 224G SerDes, featuring a 30-tap FFE architecture and an additional 16 taps for reflection cancellation. Blue Heron integrates mission-mode FEC monitoring, advanced telemetry and seamless compatibility with Credo’s PILOT debug GUI, enhancing reliability and ease of deployment. Credo Technology Group Holding Ltd. Price, Consensus and EPS Surprise Credo Technology Group Holding Ltd. Price, Consensus and EPS Surprise Credo Technology Group Holding Ltd. price-consensus-eps-surprise-chart | Credo Technology Group Holding Ltd. Quote With sampling underway and production volumes expected in the third quarter of 2026, Blue Heron positions Credo to deepen its exposure to AI-driven demand. CRDO specializes in high-speed connectivity solutions that are essential for AI data centers. Although CRDO’s leadership in the Active Electrical Cables (AECs) space is at the heart of the growth story, it is now focusing on the IC portfolio, which includes retimers and optical DSPs, and has continued to show a healthy performance. On the last earnings call, management noted that CRDO’s PCIe retimer program remains on track for design wins in fiscal 2026 and revenue contributions in the next fiscal year. The introduction of three additional pillars, each representing a multi-billion-dollar o...

Palantir's results, outlook cheered by analysts, mixed reactions on valuation Seeking Alpha

OpenAI is prioritizing the advancement of ChatGPT over more long-term research, prompting the departure of senior staff as the $500 billion company adapts to stiff competition from rivals such as Google and Anthropic. The San Francisco-based start-up has reallocated resources for experimental work in favor of advances to the large language models that power its flagship chatbot, according to 10 current and former employees. Among those to leave OpenAI in recent months over the strategic shift are vice-president of research Jerry Tworek, model policy researcher Andrea Vallone, and economist Tom Cunningham. Read full article Comments

By Pranav Kashyap and Twesha Dikshit Feb 3 (Reuters) - The S&P 500 and the Nasdaq looked set for a firm open on Tuesday, stabilizing after a commodity rout in the previous session, as investors geared up for ​a flood of corporate results through the week. Palantir Technologies jumped 11.2% in premarket trading after upbeat results highlighted demand ‌for its military-grade AI tools, with U.S. defense spending helping lift quarterly sales. Teradyne surged 22% after the chip-testing equipment maker issued a strong first-quarter forecast, riding a ‌separate wave of AI-linked investment as big tech pours multibillion-dollar sums into data-center expansion. "Palantir's good earnings is helpful for the AI trade," said John Campbell, senior portfolio manager, Allspring Global Investments. Alphabet rose 1.3% after notching a record high in the previous session, while Amazon added 0.8%. Both the "Magnificent Seven" heavyweights are due to report later this week, offering investors another read on the race to commercialize artificial intelligence. Advanced ⁠Micro Devices and server maker Super Micro Computer, ‌both due to report after the close, gained around 2% each. "We've been observing a lot of fast money pre-positioning into names right ahead of earnings trying to play for an earnings pop. We're seeing ‍a little bit of that," Campbell added. Recent earnings from the biggest technology companies have underscored a growing investor focus on payback from soaring capital expenditure plans. Spending on AI-related infrastructure has climbed sharply, putting pressure on companies to translate investment into measurable returns that can support lofty valuations. Meanwhile, ​PayPal forecast 2026 profit below estimates, sending its shares falling 17.2%. On the macro-front, the House of Representatives will try to pass ‌a deal later in the day to end the latest shutdown that has again thrown economic releases off schedule, delaying the closely watched January jobs report that had b...

格隆汇2月3日｜比利时法院已下令瑞安航空(Ryanair)停止在比利时销售航班时的多项商业和营销行为。此案由当地消费者协会TestAchats提起。布鲁塞尔企业法院发布的裁决要求该航空公司停止包括基于虚假参考价格宣传折价、误导客户关于特定价格的座位有限供应，以及仅披露单程行李费用等做法。

格隆汇2月3日｜最新数据显示，2月3日，国投瑞银白银期货（LOF）A/C净值上涨3.3%，国投白银期货A单位净值报2.3238元。

Trevor Williams/DigitalVision via Getty Images Investment thesis Recently, while researching closed-end funds, my attention was drawn to Cohen & Steers Closed-End Opportunity Fund Inc ( FOF ), described in detail by Steven Bavaria . For me, one of the main takeaways was that this closed-end fund, with a portfolio made up of different funds, had a Total Return of over 12% in the last month. These are impressive results in the current market cycle, with the asset's dividend yield at 7.04%, around the median for the CEF sector. It raises the question: why is this fund so effective right now, or if you consider it for your income-oriented portfolio, then what assets can compete with it for investor capital? There are a number of direct competitors to FOF among other CEFs, which include Saba Capital Income & Opportunities Fund ( BRW ), RiverNorth Opportunities Fund ( RIV ), and Special Opportunities Fund ( SPE ). First fund is known for its aggressive approach to finding discounted CEF assets. This second fund focuses on complex portfolio structures to get higher returns. This third fund is characterized by finding undervalued CEFs known for their activist approach. Nevertheless, the competition from the Saba Closed-End Funds ETF ( CEFS ) is more interesting to me, in my opinion, as it is the strongest competitor to FOF in terms of finding income funds in recent years. This is an actively managed portfolio as well, whose key distinguishing feature is its work in selling treasury bonds (in order to hedge interest rates). Fundamental similarities between FOFs and CEFs The key similarity between FOFs and CEFs is their investment concept, built around investing in other closed-end investment funds, making them "funds of funds." Both funds' managers aim to exploit inefficiencies in the CEF sector by finding undervalued funds and betting on their value increasing during periods when the existing discount turns into a premium to NAV. There are also a number of other fundamental...

This biotech firm develops RNAi therapeutics for rare and serious diseases, leveraging clinical partnerships to advance its pipeline. Privium Fund Management reported a sale of 75,747 shares of Arrowhead Pharmaceuticals (ARWR +5.29%) in a February 2 SEC filing, with the estimated trade value at $3.71 million based on quarterly average pricing. What happened According to a SEC filing dated February 2, Privium Fund Management reduced its position in Arrowhead Pharmaceuticals by 75,747 shares in the fourth quarter. The estimated value of this share sale was $3.71 million, based on the mean unadjusted closing price during the quarter. Meanwhile, the quarter-end value of the fund's Arrowhead position surged by $10.09 million as prices similarly skyrocketed, reflecting both trading and price movement. What else to know Following the sale, Arrowhead represents 4.87% of Privium’s 13F U.S. equity AUM. Top holdings after the filing: NASDAQ: TSLA: $102.76 million (18.9% of AUM) NASDAQ: SHOP: $66.00 million (12.2% of AUM) NYSE: SPOT: $39.49 million (7.3% of AUM) NASDAQ: PLTR: $35.55 million (6.5% of AUM) NASDAQ: AMZN: $27.93 million (5.1% of AUM) As of February 2, Arrowhead shares were priced at $73.00, up a staggering 289.5% over the prior year and vastly outperforming the S&P 500’s roughly 15% gain in the same period. Company overview Metric Value Revenue (TTM) $829.45 million Net Income (TTM) ($1.6 million) Market Capitalization $10.22 billion Price (as of 2/2/26) $73.00 Company snapshot Arrowhead Pharmaceuticals develops RNA interference (RNAi) therapeutics targeting diseases such as liver disorders, hypertriglyceridemia, complement-mediated diseases, and rare genetic conditions, with a portfolio spanning multiple clinical phases. The company generates revenue primarily through the development, licensing, and collaboration of proprietary RNAi drug candidates, leveraging strategic partnerships with major pharmaceutical firms to monetize pipeline assets and advance clinical p...

(RTTNews) - Healthpeak Properties, Inc. (DOC) will host a conference call at 10:00 AM ET on February 3, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to https://events.q4inc.com/attendee/580523964 To listen to the call, dial (800) 715-9871. For a replay call, dial (800) 770-2030, conference ID number 95156. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Aptevo Therapeutics ( APVO ) announced that chief executive officer Marvin White will retire effective April 1, 2026, and become executive chair. Chief operating officer Jeff Lamothe will be appointed president and CEO and will join the board. John E. Niederhuber will move from chairman of the board to lead independent director. More on Aptevo Therapeutics Aptevo Therapeutics announces 1-for-18 reverse stock split Seeking Alpha’s Quant Rating on Aptevo Therapeutics Historical earnings data for Aptevo Therapeutics Financial information for Aptevo Therapeutics

奔驰品牌中国经销商的困境并非行业内的个例，商会呼吁更多汽车品牌清理不合理商务政策 【财新网】 中国渠道风险曝光之后，奔驰方面做出调整。全国工商联汽车经销商商会于2月2日发表声明称，奔驰品牌方已于2月1日调整部分车型的厂商建议零售价格，调整幅度为10%左右。 此前，因部分奔驰中国经销商持续面临库存过高、价格严重倒挂、返利兑现周期过长、商务考核压力过大等难题，商会先后三次致函奔驰，提出推动优化商务政策、遏制价格倒挂、避免因销量目标和返利机制导致的不合理压库、保障经销商可持续经营等具体建议。 商会称，奔驰此次商务政策调整与经销商总体诉求仍有差距，但可在一定程度上为经销商释放部分流动资金，这标志着品牌方向着全面优化调整经销商商务政策迈出务实一步。

This article first appeared on GuruFocus. SpaceX announced the acquisition of xAI. The transaction further connects Musk's business empire as xAI accelerates spending to build large-scale artificial intelligence models and infrastructure. It values the combined entity at approximately $1.25 trillion. Under the terms of the agreement, the newly merged company's shares would be priced at $527 each. The strategic objective of the merger is the deployment of "orbital data centers." SpaceX filed with the FCC last Friday, for authorization to launch a constellation of up to one million satellites. Though, SpaceX said it is unlikely to deploy anything close to that number. These satellites will use near-constant solar energy to run xAI's compute-heavy models, which Musk estimates will become the "lowest cost way to generate AI compute" within two to three years. This merger matters now because it provides a clear exit strategy for xAI investors and stabilizes the startup's balance sheet through SpaceX's profitable launch and Starlink operations. The consolidation is widely viewed as the final step before a massive $50 billion IPO planned for June 2026. By unifying AI, space internet, and rocket technology, Musk is positioning the new SpaceX-xAI entity to compete directly with the data center scale of Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:META).

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Quick Summary ChatGPT thinks Tesla stock could trade lower over the next 60 days, projecting an average price around $456 by mid-April. Investors looking to trade the stock can build exposure incrementally using commission-free fractional shares on SoFi, starting with as little as $5, and new users can receive up to $1,000 in free stock . Rather than slowly scaling position size through a retail account, some active traders use prop firms like Apex Trader Funding to access funded futures accounts of up to $300,000 after a single evaluation. Shares of Tesla traded slightly higher over the past month. The surge captures renewed optimism around delivery beats and autonomy progress amid stabilizing EV demand. Against that backdrop, we ran Tesla through an AI price-prediction agent powered by OpenAI’s Chat GPT. The goal was to see how a data-driven model handicaps the next 60 days for a stock that has become shorthand for the entire AI trade. What the AI model is actually predicting The agent was asked to generate a 60-day outlook for Tesla, using recent price action and a focused set of technical indicators. At the time of the run, Tesla traded at $444.07. For the period through April 22, the model’s base-case projection came out to: Average predicted price: $455.75 Implied move: slightly higher over the next 60 days Signal snapshot: MACD and RSI both skewed positive The model is saying that, given current momentum and volatility, the most likely path is a grind higher from current levels. Still, broader AI price prediction says that Tesla could hit $1000 by 2030. If you’re watching that setup and want a straightforward way to trade the stock, SoFi’s own platform lets users start with as little as $5 in fractional shares, and new users can receive up to $1,000 in free stock. Tesla’s transition from hyper-growth to execution under scrutiny defines its current phase, with ...

hxdbzxy/iStock via Getty Images As earnings season ramps up and geopolitical tensions keep affecting the markets, below is a list of the top 13 communication services stocks that are regarded as cheap high flyer stocks according to SA grading system. Each of these stocks is listed according to the highest momentum grade along with their valuation grade. The list is topped by ATN International ( ATNI ), iHeartMedia ( IHRT ), and Lumen Technologies ( LUMN ), all sharing the highest momentum grade of A+. ATN International ( ATNI ) carries a Strong Buy quant rating with a valuation grade of B, while Lumen Technologies ( LUMN ) boasts the best valuation among the top three with a B+ grade. Other notable entries include The E.W. Scripps Company ( SSP ), which balances an A momentum grade with an A valuation grade, and AMC Networks ( AMCX ), featuring the highest valuation grade of A+ alongside a B+ momentum grade. Major telecommunications giants Verizon Communications ( VZ ) and AT&T ( T ) also appear on the list with more moderate momentum grades of B and B- respectively. Momentum grades measure a stock’s price performance on a scale from A+ to F, with A+ representing the highest flying stocks with the strongest momentum. Valuation grades measure how cheap or expensive a stock is relative to its fundamentals, with A+ being the most undervalued (cheapest) and F being the most overvalued. Here is the list: ATN International ( ATNI ), Momentum: A+, Valuation: B iHeartMedia. ( IHRT ), Momentum: A+, Valuation: B- Lumen Technologies ( LUMN ), Momentum: A+, Valuation: B+ The E.W. Scripps ( SSP ), Momentum: A, Valuation: A AMC Networks ( AMCX ), Momentum: B+, Valuation: A+ Stagwell ( STGW ), Momentum: B+, Valuation: B Gray Media ( GTN ), Momentum: B, Valuation: A+ Verizon Communications ( VZ ), Momentum: B, Valuation: B Ziff Davis ( ZD ), Momentum: B, Valuation: B+ The Arena Group Holdings ( AREN ), Momentum: B-, Valuation: B- IZEA Worldwide ( IZEA ), Momentum: B-, Valuation: B ...

Alphabet, Tesla craze spurs $7.3 billion US stock buying spree in South Korea KED Global

Palantir TechnologiesPLTR delivered a strong fourth-quarter performance, topping Wall Street estimates as demand for its artificial intelligence (AI) software rose across both government and commercial customers, as quoted on CNBC. The upbeat results sent shares up about 12% in after-hours trading on Feb. 2, 2026. Q4 Results Crush Expectations The AI-driven data analytics firm exceeded consensus forecasts on both the top and bottom lines. Quarterly earnings of $0.25 per share beat the Zacks Consensus Estimate of $0.23 per share, compared with earnings of $0.14 per share a year ago. Revenues of $1.41 billion surpassed the Zacks Consensus Estimate of $1.35 billion, as well as year-ago revenues of $827.5 million. U.S. Demand Drives Growth Palantir’s results were helped by its U.S. operations. Government revenue rose to $570 million, while U.S. commercial revenue reached $507 million, both comfortably beating FactSet estimates, as quoted in the above-mentioned CNBC article. Deepening ties with the U.S. government, a segment that grew 66% year over year, have been a key catalyst. Demand has been especially strong from the Department of Defense, CNBC noted. On the commercial side, U.S. revenues more than doubled from a year ago, while remaining U.S. commercial deal value surged 145% year over year to $4.38 billion. During the quarter, Palantir also announced a partnership with AI chip leader NVIDIA. Upbeat Outlook Palantir issued guidance that blew past analyst expectations. The company forecasts $1.532–$1.536 billion in first-quarter revenue, well above the Zacks Consensus Estimate of $1.31 billion. For fiscal 2026, Palantir guided to $7.182–$7.198 billion in revenue, versus the Zacks Consensus Estimate of $6.23 billion, indicating strong AI-driven demand. Valuation Concerns Linger Even with the earnings beat, rich valuation remains a cause for concern. Palantir stock has traded with a price-to-earnings (P/E) ratio of 229.05X on a trailing twelve-month basis versus a 25....

Image source: The Motley Fool. Tuesday, Feb. 3, 2026 at 8 a.m. ET Call participants President and Chief Executive Officer — William Waltz Chief Financial Officer — John Deitzer President, Electrical — John Pregenzer Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Net Sales -- $656 million, driven by a 2% organic volume increase, primarily from the Electrical segment. -- $656 million, driven by a 2% organic volume increase, primarily from the Electrical segment. Adjusted EBITDA -- $69 million (non-GAAP), with productivity gains contributing over $30 million year over year, mainly from the Safety and Infrastructure segment. -- $69 million (non-GAAP), with productivity gains contributing over $30 million year over year, mainly from the Safety and Infrastructure segment. Adjusted EPS -- 83¢ per share, a decline from $1.63 per share in the prior-year period. -- 83¢ per share, a decline from $1.63 per share in the prior-year period. Tax Rate -- 3% for the quarter, down from 21% in the prior year, reflecting a one-time discrete foreign tax benefit. -- 3% for the quarter, down from 21% in the prior year, reflecting a one-time discrete foreign tax benefit. Average Selling Prices -- Decreased 3% overall, with declines in PVC conduit offset by higher steel conduit pricing. -- Decreased 3% overall, with declines in PVC conduit offset by higher steel conduit pricing. Divestiture -- Completed sale of the Tektron mechanical tube product line and facility, resulting in $18 million in cash proceeds and a pending $7 million in additional proceeds expected in Q2. -- Completed sale of the Tektron mechanical tube product line and facility, resulting in $18 million in cash proceeds and a pending $7 million in additional proceeds expected in Q2. Facility Exits -- Three manufacturing facility closures are expected to complete in the second fiscal quarter as part of the 80/20 initiative. -- Three manufacturing facility closures are expected to complete in the seco...

The post Rethinking Diversification: Where Blue-Chip Art Fits in Modern Portfolio by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Benzinga Money is a reader-supported publication. We may earn a commission from the advertisers associated with this article. Read our Advertiser Discloser . For illustrative purposes only. IRA contributions subject to limits established by the IRS, who could take the position that investments in Masterworks Offerings are taxable distributions. Neither Masterworks nor affiliates provide tax advice and do not claim any particular tax consequence. Inspira charges a $125 annual IRA account maintenance fee. See full disclosures below. Investors face a dilemma. Most portfolios appear diversified on the surface. Stocks, bonds, real estate, and alternatives each play a role. But during periods of stress, these assets often move together at different rates because they share common exposures: interest rates, currency risk, and policy decisions. That is why sophisticated investors increasingly look for assets that: Are not tied solely to corporate earnings or cash flows Are not directly dependent on monetary policy outcomes Trade in global markets rather than a single domestic system Are structurally scarce There’s one asset class that has typically been exclusive to institutions and the ultra-wealthy that now over everyday investors have added to their portfolios via fractional investing. Blue-chip art. See full disclosures on Post-War and Contemporary Art and Historical Downturns below. Art’s Role in Wealth Preservation and Growth Blue-chip art has functioned as a store of value for centuries. It is supply constrained, its demand is global, and its pricing is not largely dictated by financial markets. Historically, art has demonstrated: Low correlation to public equities, bonds, and other popular markets Resilience across certain inflationary and deflationary periods The ability to preser...