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The London Company SMID Cap Vs. Russell 2500 Q4 2025 Commentary

Seeking Alpha 📅 02/03 19:25
champpixs/iStock via Getty Images Market Update U.S. equities finished higher for a third consecutive quarter in Q4, with the Russell 3000 Index rising 2.4% and the S&P 500 posting similar gains. The quarter was supported by strong earnings growth, 50 basis points of additional Fed rate cuts, and an extension of the US-China trade truce. However, headwinds emerged from AI investment scrutiny, labo...

How Palantir and GE Aerospace Helped FTAI Aviation Stock Soar in January

Nasdaq 📅 02/03 19:25 NVDA.OPLTR.O
Key Points FTAI Aviation's stock surged due to strategic partnerships and a business pivot toward the AI/data center sector. The recent deals with Palantir and CFM International support FTAI's growth and risk management. FTAI is both using AI to improve its business and service the AI infrastructure market. 10 stocks we like better than Ftai Aviation › Aircraft engine maintenance company FTAI Avia...

PCBL Chemical Q3 FY26 presentation: Revenue dips, specialty segments show resilience

Investing 📅 02/03 19:24

Sea Beneath the Skin/Song of the Earth review – sea, sand and ceremony as Mahler’s song cycle makes waves

The Guardian 📅 02/03 19:24
Barbican Hall, London Samoan choreographer Lemi Ponifasio’s chant-filled music-theatre piece – performed by Theatre of Kiribati and Britten Sinfonia – pushes Mahler into uncharted waters Mahler’s Das Lied von der Erde already represents a culture clash, with a German text inspired by Chinese poetry set to music of early 20th-century Viennese headiness. Sea Beneath the Skin takes that a whole ocean...

乔布斯之子投身风投,募资2亿美元抗癌

36kr 📅 02/03 19:24 AAPL.O
里德·乔布斯(Reed Jobs)12岁那年,他的父亲、苹果公司创始人史蒂夫·乔布斯(Steve Jobs)收到一份令人心碎的诊断结果:胰腺癌。八年后,史蒂夫·乔布斯去世,享年56岁。 这场变故促使里德成为一名投资者,资助那些研发抗癌疗法的公司。目前,仅在美国,每年就有超60万人被癌症夺去生命。 乔布斯告诉《福布斯》:“我们认为,癌症将从‘死刑判决书’转变为可以长期与之共存和控制的慢性疾病。我相信...

Palantir Targets 61% Growth in 2026 as U.S. Sales Surge 93%

Yahoo 📅 02/03 19:24 PLTR.O
This article first appeared on GuruFocus. Palantir Technologies Inc. (PLTR, Financials) is aiming high in 2026 after closing out a milestone year with record revenue, strong government contracts, and surging U.S. demand. Fourth quarter sales was $1.407 billion, up 70% year-over-year and above of forecast. That gain was driven by 93% higher U.S. revenues to $1.076 billion. Sales grew 56% to $4.475 ...

Palantir Targets 61% Growth in 2026 as U.S. Sales Surge 93% - TradingView

Google 📅 02/03 19:24 PLTR.O
Palantir Technologies Inc. (PLTR, Financials) is aiming high in 2026 after closing out a milestone year with record revenue, strong government contracts, and surging U.S. demand. Fourth quarter sales was $1.407 billion, up 70% year-over-year and above of forecast. That gain was driven by 93% higher U.S. revenues to $1.076 billion. Sales grew 56% to $4.475 billion in the year. Executives were bulli...

Alphabet Inc. $GOOG Stock Position Trimmed by Chilton Capital Management LLC - MarketBeat

Google 📅 02/03 19:24 GOOG.O
Chilton Capital Management LLC cut its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 5.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 444,116 shares of the information services provider's stock after selling 23,723 shares during the quarter. Alphabet makes up 3.6% of Chilton Capital Ma...

2026年春运首日琼州海峡过海旅客近10万人次 同比增长50.7%

格隆汇 📅 02/03 19:24
格隆汇2月3日|今年春运是海南自贸港封关运作后的首个春运,琼州海峡客滚运输呈现客货两旺的态势。2026年春运首日(2月2日),琼州海峡轮渡运送旅客99792人次,同比2025年春运首日增加50.7%。海南海事部门安全保障进出港客滚船(包括新能源车辆运输平板驳船)336艘次,同比增加14.7%;运输车辆26286辆次,同比增加35.7%。其中,进出港新能源车辆运输专班(包括客滚船新能源车辆运输专班和...

Everday diabetes medicine linked to less progression of age-related macular degeneration - News-Medical

Google 📅 02/03 19:24 AMD.O
Doctors have found that metformin, an everyday medicine for diabetes, is associated with less progression of age-related macular degeneration (AMD), the commonest cause of blindness in western countries. People with diabetes over the age of 55 years taking metformin were 37% less likely to develop the intermediate stage of AMD over a five year period compared to those not taking metformin. AMD is ...

康方生物(09926.HK):授予济川药业伊喜宁®独家商业化权益,获8000万元授权费 - FX168

Google 📅 02/03 19:23 9926.HK
Translate webpages in Chrome: On your computer, open Chrome. Go to a webpage written in another language. At the top, click Translate. Chrome will translate the webpage one time. If you haven't installed Google Chrome. Please download and install it. Down

韩建河山:上交所就发行股份及支付现金购买资产预案发问询函

同花顺 📅 02/03 19:23
文章提及标的 韩建河山 -- 韩建河山(603616)收到上交所股票交易问询函,问询函涉及标的公司业绩大幅波动、交易方案和内幕信息管理。问询函提到,标的公司2022年至2025年分别实现营业收入7.77亿元、6.09亿元、4.01亿元和3.86亿元,呈现逐年下滑趋势;归母净利润分别为1.01亿元、1.36亿元、-73.67万元和1005.96万元,业绩呈现大幅波动,整体下滑较大。

CorVel GAAP EPS of $0.47, revenue of $236M

Seeking Alpha 📅 02/03 19:22
CorVel press release ( CRVL ): Q3 GAAP EPS of $0.47. Revenue of $236M (+3.5% Y/Y). Exited the quarter with $230 million of cash, cash equivalents, and no borrowings. The Company repurchased $13.4 million of common stock during the quarter. More on CorVel CorVel: Numbers Remain Buoyant, But AI Proliferation Remains An Elevated Risk Seeking Alpha’s Quant Rating on CorVel Financial information for Co...

Palantir CEO weighs in on government overreach, anti-ICE protests

Seeking Alpha 📅 02/03 19:22 PLTR.O
Michael M. Santiago/Getty Images News Palantir ( PLTR ) CEO Alex Karp defended the company's technology, saying it is designed to prevent government overreach, amid criticism of the firm's role in expanding government surveillance amid the immigration crackdown in the U.S. "It is confounding to many that the same software system that is capable of preventing a terror attack may be equally capable ...

Palantir CEO weighs in on government overreach, anti-ICE protests - Seeking Alpha

Google 📅 02/03 19:22 PLTR.O
Michael M. Santiago/Getty Images News Palantir ( PLTR ) CEO Alex Karp defended the company's technology, saying it is designed to prevent government overreach, amid criticism of the firm's role in expanding government surveillance amid the immigration crackdown in the U.S. "It is confounding to many that the same software system that is capable of preventing a terror attack may be equally capable ...

Top 10 High-Yield Dividend Stocks For February 2026

Seeking Alpha 📅 02/03 19:22
Thapana Onphalai/iStock via Getty Images Market Recap The SPDR® S&P 500 ETF Trust ( SPY ) kicks off 2026 on a bright note, delivering a gain of 1.47% on the month. Vanguard's High Dividend Yield Index Fund ETF Shares ( VYM ) started the year much better, posting a gain of 4.49%. My Top 10 list for the prior month fared okay with a gain of 1.12%. It's worth noting that the objective of the Top 10 l...

格隆汇2月3日|欧盟委员会发言人:欧盟委员会主席冯德莱恩将在俄乌冲突四周年之际访问乌克兰。

格隆汇 📅 02/03 19:22
格隆汇2月3日|欧盟委员会发言人:欧盟委员会主席冯德莱恩将在俄乌冲突四周年之际访问乌克兰。

WCM Investment Management LLC Has $2.76 Billion Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

Google 📅 02/03 19:22 NVDA.OTSM.NAVGO.O
WCM Investment Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 0.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,090,519 shares of the semiconductor company's stock after buying an additional 31,860 shares during the period. Taiwan Semiconduc...

Tech Weekly: Musk's SpaceX deal, Magnificent Seven shine

Yahoo 📅 02/03 19:21 AAPL.OMSFT.ONVDA.O
STORY: From Elon Musk's SpaceX deal to a bumper earnings week, this is Tech Weekly. :: Tech Weekly Elon Musk announced SpaceX bought his AI startup xAI in the world's largest ever M&A deal. It brings the rocket-and-satellite company together with the maker of the Grok chatbot. A source said the transaction valued SpaceX at $1 trillion and xAI at $250 billion. It also comes ahead of a planned IPO t...

北交所百余份“成绩单”出炉:盈利面超六成,6家净利过亿

第一财经 📅 02/03 19:21
北证50成份股继续发挥业绩“压舱石”作用。 超四成公司交出“成绩单”,北交所2025年的业绩全貌正逐渐清晰。 Wind统计显示,截至1月底,3家北交所公司发布2025年业绩快报,另有123家披露了当期业绩预告,合计占到北交所公司总数的四成以上。上述公司里,去年实现盈利的有77家,盈利面超过六成。 有6家北交所公司预计2025年净利润过亿元。其中,去年年底上市的蘅东光(920045.BJ)业绩领先,...

特朗普与印度达成贸易协议 细节暂不明朗却有望重塑受损关系

新浪 📅 02/03 19:21
美国总统唐纳德·特朗普与印度总理纳伦德拉·莫迪周一意外达成一项削减关税的协议,迈出修复受损关系的重要一步,也为印度经济带来亟需的缓解。 根据协议,美国将对印度商品征收的关税税率从25%下调至18%,低于多数亚洲同类经济体;此外,与印度购买 俄罗斯石油 相关的额外25%惩罚性关税也被取消。特朗普表示,莫迪同意购买5,000亿美元的美国商品、将把对美国的关税降至零,并停止从俄罗斯采购原油,而最后这一点...

Amazon Earnings: Key Points to Watch for AMZN - Bitget

Google 📅 02/03 19:21 AMZN.O
Amazon Earnings: Key Points to Watch for AMZN Bitget

大厂入局,AI玩具进入DAU验证期

36kr 📅 02/03 19:21 9618.HK
过去一年,AI玩具赛道完成了从概念到货架的关键一跃。 若将时间拨回更早,大众对它的认知或许还停留在科技八卦与猎奇demo层面;而进入2025年,它已迅速演变为一个由资本重注、大厂入局、新品频出的切实风口。一场围绕未来情感交互入口的卡位赛,已然鸣枪。 刚刚落幕的CES展会,像一面镜子,映照出这种转变的密度与急迫。傅利叶智能、TCL、珞博智能等公司携产品登台,仅是冰山一角。数据显示,本届展会中备受关注...

Why I've Decided Not to Leave My Sons a Bundle of Money

The Motley Fool 📅 02/03 19:21
So much of what we believe we "should" do is a figment of our imaginations. Since my boys were young, I've planned for retirement with an eye on leaving them as much money as possible. As trite as it may sound, a book altered the way I've come to feel about squirreling away money I never intended to spend. Die with Zero I initially read Die with Zero by Bill Perkins because of the provocative titl...

汽车芯片2026:谁上桌,谁退场?

36kr 📅 02/03 19:20 9868.HK1211.HKAAPL.O
汽车芯片,再度成为互联网的焦点。 格力电器车用碳化硅芯片将量产,意图大规模进入广汽集团的供应链;奇瑞汽车入股自动驾驶芯片设计公司新芯航途,进一步加码芯片自研;小鹏发布的4款全新换代车型,统一启用了自研的图灵智驾芯片…… 种种迹象表明,迈入2026年之后,汽车芯片的国产替代如火如荼。 当下,汽车芯片赛道的全球势态有了怎样的变化?与外企同台竞技,国产汽车芯片的竞争力到底几何?芯片自研,为何成为越来越多...

现货铂金涨超5%

格隆汇 📅 02/03 19:20
格隆汇2月3日|现货铂金上涨逾5%,至每盎司2275.50美元。

Tech Bulls Rule Equities Pre-Bell; Asia Surges, Europe Gains

Yahoo 📅 02/03 19:20 PLTR.O
Wall Street futures pointed moderately higher pre-bell Tuesday, following record-breaking rallies ov Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

英国海上贸易行动办公室:阿曼以北16海里、霍尔木兹海峡进港交通分隔带内发生一起事件

格隆汇 📅 02/03 19:20
格隆汇2月3日|英国海上贸易行动办公室表示,其收到报告称,阿曼以北16海里、霍尔木兹海峡进港交通分隔带内发生一起事件。船只无视停船请求,继续按原定航线航行。

机器人扎堆上春晚,花一亿元,抢行业“卡位赛”

36kr 📅 02/03 19:20 NVDA.O
文|富充 编辑|苏建勋 2025年8月,在一家机器人公司任市场总监的周乐来到央视,询价2026年马年春晚登台费用。年初,宇树机器人穿着花棉袄转手绢,在2025年春晚“一夜火出圈”。 那一刻,周乐心里埋下一个念头:总有一天,也要把自家机器人推上春晚。 可现实让周乐迅速冷静下来:登上2026年马年春晚的“起步价”,高达1亿元。 “太贵了”,这是周乐和其公司CEO共同的第一反应。 不少具身智能公司正处于...

常友科技:子公司常州兆庚与远景能源签署芯材采购合作协议 三年采购额约9.49亿元

格隆汇 📅 02/03 19:20
格隆汇2月3日|常友科技公告,全资子公司常州兆庚新材料有限公司与远景能源有限公司签署《芯材采购合作协议》。协议有效期为2026年1月1日至2028年12月31日,预计三年内采购额约9.49亿元。协议规定,乙方承诺在长协期间内发出的芯材订单均适用本协议,价格应遵循协议价格方案,不得上涨。违约责任方面,乙方如违反约定,甲方有权要求支付双方上一年度合作总金额20%的违约金。
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