Elon Musk is in advanced talks to combine SpaceX with xAI in a deal that would bring together two of some of the largest closely held companies in the world, according to people familiar with the matter. Liana Baker reports on Bloomberg Television. (Source: Bloomberg)
Elon Musk is in advanced talks to combine SpaceX with xAI in a deal that would bring together two of some of the largest closely held companies in the world, according to people familiar with the matter. Liana Baker reports on Bloomberg Television. (Source: Bloomberg)
Michael Saylor, chairman of MicroStrategy, speaks at the Bitcoin 2024 conference in Nashville, Tennessee, on July 26, 2024. Bloomberg | Bloomberg | Getty Images Strategy plunged 8% on Monday after bitcoin dipped below the cryptocurrency treasury company's average purchase price per token. Bitcoin traded at about $74,500 at its bottom on Monday – its lowest price since last April. That's slightly b...
Michael Saylor, chairman of MicroStrategy, speaks at the Bitcoin 2024 conference in Nashville, Tennessee, on July 26, 2024. Bloomberg | Bloomberg | Getty Images Strategy plunged 8% on Monday after bitcoin dipped below the cryptocurrency treasury company's average purchase price per token. Bitcoin traded at about $74,500 at its bottom on Monday – its lowest price since last April. That's slightly below Strategy's average purchase price of $76,052 per bitcoin, according to its regulatory filing dated Feb. 2, raising concerns that the Michael Saylor-led firm could be underwater if the digital currency continues to slide. The company holds roughly $56 billion in bitcoin, its website shows. The pullback in shares comes as bitcoin has shed 11% over the past five days, largely due to mounting geopolitical concerns and expectations of a monetary policy shift in the U.S. Last week, investors rotated out of risk-on assets across global markets, including cryptocurrencies, as tensions flared between President Donald Trump and European leaders over the U.S.' Greenland gambit. On Friday, President Trump endorsed Kevin Warsh as his pick for Federal Reserve chair, leading investors to assume even more cautious positions. A series of forced liquidations also amplified bitcoin's plunge. More than $2 billion of long and short positions linked to the asset have been liquidated since Thursday, Coinglass data shows.
Quils/iStock via Getty Images Citizens initiated coverage of the property and casualty insurer Stewart Information Services ( STC ) at Market Outperform, with a price target of $80. Shares were trading 0.95% higher at $68.07 during Monday morning trading. "With a refreshed and driven management team and oligopolistic marketplace for title insurance, we believe Stewart has taken the necessary actio...
Quils/iStock via Getty Images Citizens initiated coverage of the property and casualty insurer Stewart Information Services ( STC ) at Market Outperform, with a price target of $80. Shares were trading 0.95% higher at $68.07 during Monday morning trading. "With a refreshed and driven management team and oligopolistic marketplace for title insurance, we believe Stewart has taken the necessary actions to drive strong growth and expand margins for the foreseeable future, even without the help of an improved housing market backdrop," said analysts Matthew Carletti, Karol Chmiel, and David Samar. "Shares of Stewart currently trade at ~1.3x book value and ~9x 2027E EPS, with a projected 2027E ROE of 13%, compared to a title peer group median of 1.6x book value and ~10x 2027E EPS, with a 2027E projected median ROE of 13%; accordingly, we find the shares attractively valued," added the analysts in a research note. "Our $80 price target, supported by multiple valuation methods, equates to ~1.3x forward book value and ~11x 2027E EPS," added the note. Citizens rating aligns with the average sell-side analysts rating of Buy. Seeking Alpha's Quant Rating system grades the stock as Hold. More on Stewart Information Stewart Information Services prices public offering to raise $129.2M Seeking Alpha’s Quant Rating on Stewart Information Historical earnings data for Stewart Information Dividend scorecard for Stewart Information Financial information for Stewart Information
In this article DIS Follow your favorite stocks CREATE FREE ACCOUNT Walt Disney Company CEO Bob Iger looks on prior to the game between the Philadelphia Eagles and the Green Bay Packers at Lambeau Field on November 10, 2025 in Green Bay, Wisconsin. Michael Reaves | Getty Images Sport | Getty Images Disney is ready for its next CEO. On Monday, the company's leadership outlined its recent successes ...
In this article DIS Follow your favorite stocks CREATE FREE ACCOUNT Walt Disney Company CEO Bob Iger looks on prior to the game between the Philadelphia Eagles and the Green Bay Packers at Lambeau Field on November 10, 2025 in Green Bay, Wisconsin. Michael Reaves | Getty Images Sport | Getty Images Disney is ready for its next CEO. On Monday, the company's leadership outlined its recent successes during its quarterly earnings report. CEO Bob Iger made the case that when his soon-to-be-named successor picks up the baton, Disney will be primed to seize the momentum. "I'm incredibly proud of all that we've accomplished over the past three years to set Disney on the path to continued growth. I'm inspired and energized by the opportunities ahead for this wonderful company," Iger told investors on Monday. Iger reclaimed the CEO role in late 2022 after a failed succession plan involving former parks boss Bob Chapek. Disney picked Chapek to succeed Iger in 2020 only to fire him 2.5 years later and undo many of the changes he'd implemented. Now, Disney is counting on a smoother handover the second time around, cushioned by a path to growth. The Disney board is meeting this week and is expected to vote on its next CEO, according to people familiar with the matter who spoke on the condition of anonymity about internal matters. The company previously said it would announce a replacement for Iger in the first quarter of this year. "I think what is noteworthy is that when I came back three years ago, I had a tremendous amount that needed fixing," Iger said on Monday's call. "But anyone who runs a company also knows that it can't just be about fixing. It has to be preparing a company for its future and really putting in place, but taking steps to create opportunities for growth." On Monday, Disney topped Wall Street expectations for both revenue and earnings for its fiscal first quarter. The company's experiences division, which includes theme parks, resorts and cruises, notched m...
格隆汇2月2日｜Cboe Global Markets正与零售经纪商洽谈，拟为散户重新推出“二元期权”，与预测市场展开竞争。Cboe表示，与经纪商的谈判仍处于早期阶段。该交易所也在与将执行这些交易的做市商讨论其新合约计划，其中可能包括经过改造的二元期权（有时也称固定回报合约）。交易员利用二元期权对某一特定事件进行是/否押注。这些衍生品与预测市场合约非常相似，要么支付固定的现金结算金，要么分文不值。...
格隆汇2月2日｜Cboe Global Markets正与零售经纪商洽谈，拟为散户重新推出“二元期权”，与预测市场展开竞争。Cboe表示，与经纪商的谈判仍处于早期阶段。该交易所也在与将执行这些交易的做市商讨论其新合约计划，其中可能包括经过改造的二元期权（有时也称固定回报合约）。交易员利用二元期权对某一特定事件进行是/否押注。这些衍生品与预测市场合约非常相似，要么支付固定的现金结算金，要么分文不值。例如，与标普500指数收于7000点挂钩的二元看涨期权到期时，若该指数的结算价达到或高于这一水平，那么期权持有人将获得一笔固定报酬。然而，如果标普500指数收盘低于该点位，持有人将损失全部初始押注。此举将使Cboe与预测市场展开直接竞争。过去一年，随著散户对高风险交易越来越习以为常，并对自身预测从“超级碗”(Super Bowl)结果、股市走向到“金球奖”(Golden Globes)得主等各类新闻事件的能力越来越有信心，Kalshi和Polymarket等平台的人气飙升。
The data-center gold rush is speeding up, not settling down. AI servers are fast becoming the spine of the modern internet — and Nvidia Corp (NASDAQ:NVDA) is setting the tempo while hyperscalers scramble to keep up. Broadcom Inc (NASDAQ:AVGO) and Advanced Micro Devices Inc (NASDAQ:AMD) aren't in the driver's seat, but they're very much part of the convoy. As I/O Fund’s CEO and Chief Investment Str...
The data-center gold rush is speeding up, not settling down. AI servers are fast becoming the spine of the modern internet — and Nvidia Corp (NASDAQ:NVDA) is setting the tempo while hyperscalers scramble to keep up. Broadcom Inc (NASDAQ:AVGO) and Advanced Micro Devices Inc (NASDAQ:AMD) aren't in the driver's seat, but they're very much part of the convoy. As I/O Fund’s CEO and Chief Investment Strategist Beth Kindig puts it, Nvidia's GB300 is emerging as the "main driver" of the next phase of AI infrastructure — a neat shorthand for what now looks less like a cycle and more like a structural reset in computing. Inside The 2026 AI Server Boom AI server shipments are on track to rise more than 28% in 2026, accelerating from about 24% growth last year, based on TrendForce estimates. That acceleration is the signal: the market isn't pausing after the first wave of AI spend — it's doubling down. At the same time, overall global server shipments are expected to grow only about 12.8%. The contrast says it all. Traditional compute is steady. AI compute is sprinting. The buildout is getting deeper, denser, and more specialized. GPUs are set to command roughly 70% of AI server shipments, with Nvidia's GB300 shaping up as the workhorse of this cycle. Still, this is not a one-company story. Who Benefits Beyond Nvidia's GB300? AMD's VR200 platforms are expected to gain traction in the second half of the year as cloud giants seek more flexibility for inference-heavy workloads. Meanwhile, Broadcom is positioned to benefit as hyperscalers demand faster interconnects, custom silicon, and high-speed networking to stitch together sprawling AI clusters. Why Google And Meta Are Betting On ASIC Chips A subtler trend is unfolding in parallel. That doesn't threaten Nvidia today, but it shows how cloud players are hedging: Nvidia for training, in-house silicon for everyday AI. What Investors Should Watch In 2026 Nvidia lights the match. Hyperscalers pour on the fuel. Broadcom and AMD ride s...
Pondurance for Microsoft Includes a Managed EDR and 24/7 SOC to Protect Mid-Sized Organizations from Ransomware and Data Breaches WASHINGTON, February 02, 2026--(BUSINESS WIRE)--Pondurance, the leading provider of managed detection and response (MDR) services for mid-market organizations in highly regulated industries, today announced the immediate availability of Pondurance for Microsoft, a purpo...
Pondurance for Microsoft Includes a Managed EDR and 24/7 SOC to Protect Mid-Sized Organizations from Ransomware and Data Breaches WASHINGTON, February 02, 2026--(BUSINESS WIRE)--Pondurance, the leading provider of managed detection and response (MDR) services for mid-market organizations in highly regulated industries, today announced the immediate availability of Pondurance for Microsoft, a purpose-built MDR service designed to protect Microsoft-centric IT environments commonly found in organizations with limited security resources and elevated breach risk. Mid-market organizations rely heavily on Microsoft 365 technologies and applications including their ubiquitous Office applications, Windows, Entra ID (formerly Azure Active Directory), and Azure Cloud. As they evolve, hybrid cloud environments for office applications, email, identity, collaboration, and infrastructure are very common and can be challenging to secure. They are frequent targets for ransomware, identity compromise, and data-exfiltration attacks—yet many organizations lack the specialized staff required to configure, monitor, detect and respond effectively to threats. Pondurance for Microsoft addresses this challenge by delivering a 24/7 managed detection and response service leveraging Microsoft Defender XDR, including Defender for Endpoint, to eliminate risks from threats such as ransomware and data breach. This enables organizations to fully operationalize security capabilities already included in many Microsoft licenses. "Many mid-market organizations already have access to Microsoft Defender but aren’t using it to its full potential due to staffing, tuning, and response challenges," said Doug Howard, CEO of Pondurance. "Pondurance for Microsoft allows us to deliver enterprise-grade MDR in a highly economical way—without forcing customers to deploy proprietary agents or replace existing Microsoft investments." Purpose-Built MDR for Microsoft-Centric Environments Unlike MDR providers that simply...
Key Events This Week: Payrolls, ISMs, ADP And Many More Earnings Welcome to February with another big sell-off in Gold (-5%) and Silver (-10%) overnight, and a partial US government shutdown that isn't as severe as the record one before Xmas, and is expected to get resolved soon. Nevertheless, as Jim Reid writes, it's typical of the 2026 constant stream of complicated news flow. This follows a Jan...
Key Events This Week: Payrolls, ISMs, ADP And Many More Earnings Welcome to February with another big sell-off in Gold (-5%) and Silver (-10%) overnight, and a partial US government shutdown that isn't as severe as the record one before Xmas, and is expected to get resolved soon. Nevertheless, as Jim Reid writes, it's typical of the 2026 constant stream of complicated news flow. This follows a January that managed to both shock and awe in various ways, yet still delivered broad based gains across all global assets in our monthly performance review when measured in USD terms—a genuinely rare occurrence. It was perhaps fitting then, that the month ended with extraordinary volatility: silver saw its largest daily fall on record (36% at the intraday lows, 26.3% at the close), while Gold recorded its biggest one day decline since 2013 ( 8.95%). With the overnight moves, Silver is now around $5 below its real adjusted level from 1790. Even incorporating the dramatic 1980 boom and bust and the recent surge, Silver has failed to outperform inflation over more than 230 years of data. So while Reid has long been a bit of a gold bug given his strong views on the inflationary consequences of fiat money, the recent run up in precious metals feels to have an enormous speculative element. Friday’s moves, almost certainly driven by positioning and margin dynamics, only reinforced that impression. Anyway, turning our attention to the coming week, we will get a dense run of US macro releases , with the January jobs report set to dominate attention on Friday. We also have the ISM surveys, consumer sentiment and the latest Treasury’s quarterly refunding details. Central banks be in focus with decisions due from the ECB, the BoE (both Thursday) and the RBA (tomorrow). Elsewhere we have the latest global PMIs and inflation in Europe. Corporate earnings include Alphabet (Wednesday), Amazon (Thursday) and AMD (Tuesday). Remember that Meta (+6.56%) and Microsoft (-8.50%) saw big moves in ei...
The S&P 500 Index ($SPX) (SPY) today is up +0.25%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.57%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.42%. March E-mini S&P futures (ESH26) are up +0.20%, and March E-mini Nasdaq futures (NQH26) are up +0.34%. Stock indexes are moving higher today as chip makers and AI-infrastructure stocks rebound from last Friday’s losses to lift the broad...
The S&P 500 Index ($SPX) (SPY) today is up +0.25%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.57%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.42%. March E-mini S&P futures (ESH26) are up +0.20%, and March E-mini Nasdaq futures (NQH26) are up +0.34%. Stock indexes are moving higher today as chip makers and AI-infrastructure stocks rebound from last Friday’s losses to lift the broader market higher. Also, US rare-earth stocks are climbing today as President Trump is set to launch a strategic stockpile of critical minerals with $12 billion in seed money to lower reliance on China. The partial shutdown of the US government for a third day today has dampened investor sentiment as markets await the House's approval of a funding deal President Trump worked out with Democrats. The funding lapse may be short-lived, however, with the House returning from a week-long break today and possibly voting on the spending bill later today or tomorrow. Energy producers are under pressure today, with WTI crude oil sinking by more than 4% as geopolitical risks ease after President Trump said the US is talking to Iran, and Iran’s foreign ministry said it hopes diplomatic efforts will avert a war. Cryptocurrency stocks are retreating today with Bitcoin (^BTCUSD) down more than -7% to a 9.75-month low. According to Coinglass, nearly $590 million in long Bitcoin positions were liquidated over the weekend. Signs of weakness in China’s economy are bearish for global growth prospects and stocks. The Shanghai Composite Stock Index fell more than -2% today to a 4-week low after the China Jan manufacturing PMI unexpectedly fell -0.8 to 49.3, weaker than expectations of no change at 50.1. Also, the Jan non-manufacturing PMI unexpectedly fell -0.8 to 49.4, weaker than expectations of an increase to 50.3 and the steepest pace of contraction in three years. The markets this week will focus on tariff news, earnings, and economic news. Later today, the Jan ISM manufacturing index is exp...
United Parcel Service is streamlining its operations, and its financial results hint that a successful turnaround is brewing. United Parcel Service (UPS +2.80%), commonly known as UPS, is deeply unloved on Wall Street. The stock has lost more than half its value since hitting a high in early 2022. A big piece of the story is management's decision to revamp the business. Here's why investors are wo...
United Parcel Service is streamlining its operations, and its financial results hint that a successful turnaround is brewing. United Parcel Service (UPS +2.80%), commonly known as UPS, is deeply unloved on Wall Street. The stock has lost more than half its value since hitting a high in early 2022. A big piece of the story is management's decision to revamp the business. Here's why investors are worried and why some investors think UPS' best days are still ahead. UPS' big problem During the coronavirus pandemic, demand for UPS' package delivery services was high. When social distancing ended, however, people returned to shopping in physical stores. E-commerce didn't go away, but the reduction of the health scare did dramatically change UPS' demand picture. Management decided it was time for a business overhaul to prepare for the future. Essentially, the company is making capital investments in technology so it can operate more efficiently. That has allowed it to reduce staff and dispose of assets, like distribution facilities. The company is also refocusing on its most profitable customer groups, a move that has included limiting its relationship with low-margin customers like Amazon. So more spending and less revenue, which has resulted in some pretty ugly financial statement results when quarterly earnings come around. Look underneath the headline numbers The big story here, however, is that revenue and earnings pressures are to be expected based on what the company is doing. The key is to look at what has been achieved. For example, in the second quarter of 2025, revenue per piece delivered in the company's U.S. business rose 5.5% despite a 0.8% drop in the division's overall revenue. That's what you would expect to see. Expand NYSE : UPS United Parcel Service Today's Change ( 2.80 %) $ 2.98 Current Price $ 109.20 Key Data Points Market Cap $90B Day's Range $ 106.25 - $ 109.26 52wk Range $ 82.00 - $ 123.70 Volume 1.8M Avg Vol 6.2M Gross Margin 18.44 % Dividend Yie...
Alibaba has recently accelerated its push into artificial intelligence, unveiling a new AI chip aimed at rivals like Nvidia in China and committing ¥3.00 billion over the Lunar New Year to promote its Qwen AI assistant app across services from e-commerce to payments. By pairing in-house AI infrastructure with aggressive user incentives, Alibaba is trying to turn its vast digital ecosystem into a t...
Alibaba has recently accelerated its push into artificial intelligence, unveiling a new AI chip aimed at rivals like Nvidia in China and committing ¥3.00 billion over the Lunar New Year to promote its Qwen AI assistant app across services from e-commerce to payments. By pairing in-house AI infrastructure with aggressive user incentives, Alibaba is trying to turn its vast digital ecosystem into a tightly integrated, AI-powered services platform. Next, we’ll examine how Alibaba’s heavy Qwen AI promotion campaign shapes its investment narrative around ecosystem engagement and technology depth. These 15 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch. What Is Alibaba Group Holding's Investment Narrative? For Alibaba, I think the core belief you need as a shareholder is that its massive commerce, payments and cloud footprint can still compound value even as growth moderates and competition intensifies. The recent Qwen AI push, backed by a ¥3.00 billion Lunar New Year incentive pool and a new in-house AI chip, plugs directly into that thesis by trying to deepen engagement, lock users into the ecosystem and reduce reliance on foreign hardware. In the short term, the key catalysts remain execution on e-commerce and cloud, capital returns like dividends and buybacks, and any shift in sentiment after a very large 1-year total return. The AI spending and chip launch look material to the narrative, but they also raise near-term questions around profitability, capital allocation and regulatory scrutiny in China. However, investors should also understand how rising AI spend might pressure margins and capital returns. Despite retreating, Alibaba Group Holding's shares might still be trading 40% above their fair value. Discover the potential downside here. Exploring Other Perspectives BABA 1-Year Stock Price Chart Simply Wall St Community members have 78 fair value est...
bodrumsurf Wall Street's major averages were higher on Monday, while the technology stocks sell-off continued, and Bitcoin (BTC-USD) and commodities kept on declining. The benchmark S&P 500 ( SP500 ) was last +0.4% in late morning trade, while the Nasdaq Composite ( COMP:IND ) was +0.5%, and the Dow ( DJI ) was +0.6%. Nvidia ( NVDA ) shares declined -1.7% after reports that the company’s proposed ...
bodrumsurf Wall Street's major averages were higher on Monday, while the technology stocks sell-off continued, and Bitcoin (BTC-USD) and commodities kept on declining. The benchmark S&P 500 ( SP500 ) was last +0.4% in late morning trade, while the Nasdaq Composite ( COMP:IND ) was +0.5%, and the Dow ( DJI ) was +0.6%. Nvidia ( NVDA ) shares declined -1.7% after reports that the company’s proposed $100B investment in OpenAI ( OPENAI ) was “ never a commitment .” In addition, Snowflake ( SNOW ) was -0.6% even after the company said it had entered a $200M deal with OpenAI ( OPENAI ) to deliver AI models to enterprise customers. At the same time, Microsoft ( MSFT ) shares continue dipping, currently -0.2%. “January was decent month for U.S. equities, with market breaking free from its mega-cap tether; significant broadening of participation, accompanied by resurgence of mid- and small-cap stocks, while mega-cap heavy S&P 500 ( SP500 ) Top 50 -0.5%,” said Liz Ann Sonders, chief investment strategist at Schwab Center for Financial Research. Also in focus, Bitcoin ( BTC-USD ) has slid below $80,000, hitting a low of around $74,600 late Sunday. Meanwhile, the gold spot price ( XAUUSD:CUR ) is around $4,700 and silver’s spot price ( XAGUSD:CUR ) is below $80 per ounce. “When gold crashes with equities, it’s not fear—it’s forced liquidation. This isn’t risk-off—it’s a liquidity event,” said Marc-André Fongern, former Deutsche Bank and Goldman Sachs investment banker. Over in the bond market, the 10-year Treasury yield ( US10Y ) rose 4 basis points to 4.28%, while the 2-year yield ( US2Y ) was 4 basis points lower at 3.58%. The federal government entered a partial shutdown early Saturday morning, even after the Senate passed a funding package hours earlier. The shutdown is expected to be brief. Also, U.S. President Donald Trump is reportedly launching a strategic critical minerals stockpile with $12B in seed money. On the economic side, the U.S. PMI Manufacturing Final was hig...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Apple acquired Israeli AI audio tech startup Q.ai, aiming to deepen its AI and biometric capabilities in audio and wearables. The company is reworking its 2026 product roadmap to emphasize premium iPhones, including its first foldable device, as it responds to...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Apple acquired Israeli AI audio tech startup Q.ai, aiming to deepen its AI and biometric capabilities in audio and wearables. The company is reworking its 2026 product roadmap to emphasize premium iPhones, including its first foldable device, as it responds to chip shortages and supply constraints. For investors watching NasdaqGS:AAPL, these moves come with the stock trading at $259.48 and a 1 year return of 14.3%. Over 3 years the stock is up 73.6% and over 5 years it has gained 94.4%, which helps frame how the market has historically reacted to Apple's larger product and technology shifts. The Q.ai deal and the 2026 roadmap reset suggest Apple is leaning harder into high end hardware with deeper AI integration across iPhones and wearables. For investors, key questions include how quickly these audio and biometric features show up in products, and whether a foldable iPhone and a more premium mix influence Apple's long term earnings power and competitive position. Stay updated on the most important news stories for Apple by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Apple. NasdaqGS:AAPL 1-Year Stock Price Chart Why Apple could be great value Quick Assessment ⚖️ Price vs Analyst Target : At $259.48, Apple trades about 11% below the $290.90 analyst target, which is close to the 10% band often used for a fair value signal. ⚖️ Simply Wall St Valuation : Simply Wall St views the shares as trading close to estimated fair value, with no large discount or premium flagged. ❌ Recent Momentum: The 30 day return of a 4.25% decline indicates negative short term momentum as the Q.ai deal and roadmap reset are absorbed. Check out Simply Wall St's in depth valuation analysis for Apple. Key Considerations 📊 The Q.ai acquisition and 2026 premium and foldable iPhone focus strength...