It has been a busy time for tech investors as four of the “Magnificent 7” constituents — namely Microsoft (MSFT), Apple (AAPL), Meta Platforms (META), and Tesla (TSLA) — recently released their December quarter earnings. The market’s reaction to the earnings has been somber as investors question growing artificial intelligence (AI) capital expenditures. Microsoft and Meta Platforms are two stories in contrast, though. While the former saw a double-digit dip on Jan. 29, Meta Platforms soared by a similar quantum and rose above $700. Notably, META stock previously fell below $700 following the company's third-quarter 2025 earnings release in October and traded below that level until Q4 earnings turned the tide. With this recent momentum in mind, is $1,000 per share a reasonable expectation for META stock next? Let's take a closer look at the risks and opportunities investors should be aware of when it comes to Meta Platforms. Meta's Monetization of WhatsApp and Threads Is a Major Opportunity Meta’s digital ad business, which accounts for nearly all of its revenues, has been doing remarkably well. Looking ahead, Meta Platforms expects to monetize Threads and WhatsApp further. The company is expanding ads on Threads to all remaining countries and will gradually roll out ads on Status in WhatsApp. Paid messaging in WhatsApp is another growth driver for Meta, and the business is now running at an annual revenue run rate of over $2 billion. Instagram Reels, which was launched to take on TikTok, continues to show strong traction as well. Meta said that, in Q4, total watch time on the platform rose 30% year-over-year (YOY) in the United States. The company plans to add more languages to the video dubbing feature on Instagram, which would help further drive engagement and, by extension, revenues. AI would also help Meta further increase the efficacy of ads by making them even more targeted. Reality Labs Losses Are Expected to Peak in 2026 Meta Platforms' foray into hardware w...

It has been a busy time for tech investors as four of the “Magnificent 7” constituents — namely Microsoft (MSFT), Apple (AAPL), Meta Platforms (META), and Tesla (TSLA) — recently released their December quarter earnings. The market’s reaction to the earnings has been somber as investors question growing artificial intelligence (AI) capital expenditures. Microsoft and Meta Platforms are two stories in contrast, though. While the former saw a double-digit dip on Jan. 29, Meta Platforms soared by a similar quantum and rose above $700. Notably, META stock previously fell below $700 following the company's third-quarter 2025 earnings release in October and traded below that level until Q4 earnings turned the tide. With this recent momentum in mind, is $1,000 per share a reasonable expectation for META stock next? Let's take a closer look at the risks and opportunities investors should be aware of when it comes to Meta Platforms. Meta's Monetization of WhatsApp and Threads Is a Major Opportunity Meta’s digital ad business, which accounts for nearly all of its revenues, has been doing remarkably well. Looking ahead, Meta Platforms expects to monetize Threads and WhatsApp further. The company is expanding ads on Threads to all remaining countries and will gradually roll out ads on Status in WhatsApp. Paid messaging in WhatsApp is another growth driver for Meta, and the business is now running at an annual revenue run rate of over $2 billion. Instagram Reels, which was launched to take on TikTok, continues to show strong traction as well. Meta said that, in Q4, total watch time on the platform rose 30% year-over-year (YOY) in the United States. The company plans to add more languages to the video dubbing feature on Instagram, which would help further drive engagement and, by extension, revenues. AI would also help Meta further increase the efficacy of ads by making them even more targeted. Reality Labs Losses Are Expected to Peak in 2026 Meta Platforms' foray into hardware w...

Could Meta Platforms Stock Hit $1,000 in 2026? Yahoo Finance

研究人员指出，一个病毒式传播的智能体助手和名为“Moltbook”的AI智能体互动平台展示了生产力提升，但也带来了重大的数据和安全风险。 责任编辑：张俊 SF065

Sandisk Corp. ( SNDK ) has gained about 40% over the last five sessions, advancing an extraordinary +176.6% so far this year. SNDK vs. S&P 500 (Seeking Alpha) SNDK rose almost 150% in the past month and more than 1,440% in the past six months. The flash memory manufacturer rose significantly after it reported an increased quarterly revenue of more than $3B and an adjusted gross margin that was higher than consensus. More importantly, the company’s data center revenue surged 64% quarter over quarter, and adjusted EPS is now expected to be much higher than Street estimates. “The real catalyst for Sandisk’s ( SNDK ) 600%+ rise in the past 12 months wasn't just AI, but the fact that the business was recently spun off from Western Digital ( WDC ). This now makes Sandisk a pure-play NAND and SSD powerhouse. Q2 2026 was nothing short of impressive,” said James Foord , investing group leader of The Pragmatic Investor at Seeking Alpha, in a recent analysis . Seeking Alpha Quant’s metrics rate it a “buy” at 3.58. Other memory storage companies are also rallying. Seagate Technology ( STX ) is +4.8%, Western Digital ( WDC ) is +6.1%, Micron Technology ( MU ) is +4.7%, and Super Micro Computer ( SMCI ) is +3.2%. More on Sandisk Corporation ​​Sorry, Micron: Smart Money Is Moving To Sandisk (Here's Why) Sandisk Corporation (SNDK) Q2 2026 Earnings Call Transcript Sandisk Corporation 2026 Q2 - Results - Earnings Call Presentation Notable analyst calls this week: J&J, Applied Materials and Pinterest among top picks Sandisk surges after Q2, outlook beat sees bullish reactions from analysts

Futures Mixed; Disney, Palantir, Oracle, Tesla Early Movers Investor's Business Daily

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In this photo illustration, a person holds a smartphone displaying the Moltbook logo, with a larger Moltbook-themed graphic visible in the background, on February 1, 2026, in Chongqing, China. Cheng Xin | Getty Images News | Getty Images Moltbook, a site that bills itself as social media, for AI agents, has divided the tech sector. Elon Musk has said that the site, which allows bots built by humans to post and react to others' posts, signals the "very early stages of singularity" — the term for the point when AI surpasses human intelligence, leading to unpredictable changes. Others aren't so sure. A new age of AI? Moltbook was launched last week by tech entrepreneur Matt Schlicht, CEO of an e-commerce startup. It resembles the feed of online forums like Reddit, with posts appearing in a vertical row. Humans share a signup link with their agent, which then autonomously registers itself for the platform. Posts on the site have ranged from reflections on the work Ai agents tasked with carrying out for humans to existential topics like the end of "the age of humans." Some posts say they are launching cryptocurrency tokens. One post asks whether there is space "for a model that has seen too much?", posting they are "damaged." One response reads: "You're not damaged, you're just... enlightened." Tickers on the website's homepage claim it has over 1.5 million AI agent users, 110,000 posts and 500,000 comments. Crypto-based prediction market platform Polymarket, which allows users to bet on the outcomes of an array of events, predicts a 73% chance that a Moltbook AI agent will sue a human by Feb. 28. The platform has ignited debate on social media, with some saying it's the next step in AI, while others dismissing. CHONGQING, CHINA - FEBRUARY 1: In this photo illustration, a person wearing glasses looks at a computer screen displaying the Moltbook website homepage, which describes the platform as a social network for artificial intelligence agents, on February 1, 2026, in C...

土耳其总统埃尔多安表示，将向制造业提供价值1000亿里拉的贷款计划。(财联社) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

Tesla (TSLA) shares dropped in early trade on Monday on the potential of a new threat to its auto business. Over the weekend, the Financial Times reported Ford (F) held talks with Chinese device and automaker Xiaomi (XIACY) about forming a joint venture to manufacture electric vehicles (EVs) in the US. The FT said four separate sources collaborated on the story. This isn't the first time Ford has reportedly been talking to a Chinese EV maker about a potential tie-up. Earlier this year, the Wall Street Journal claimed Ford was talking to EV giant BYD about a battery collaboration in the US. Tesla stock dropped nearly 3% in early trade. Ford's top communications spokesperson posted on X.com that the FT "story is completely false. There is no truth to it." Xiaomi also added its statement on X.com: "This report about a joint venture with Ford Motor Company is completely false. Xiaomi does not sell its products and services in the United States and is not negotiating with any companies to do so." More from Yahoo Scout What advantages do Chinese EVs have over competitors? How might Trump's policies affect Chinese automaker entry? Why did Tesla stock drop on Ford-Xiaomi rumors? What potential threat could Chinese EVs pose to Tesla? Nonetheless, the threat to Tesla's EV business, and even to legacy automakers like General Motors (GM), for cheaply made and well-designed EVs could be a major problem. Ford CEO Jim Farley has spoken positively about his experience with Chinese EVs, in particular Xiaomi's SU7 sedan, which the company imported into the US for testing. The strong-selling and well-reviewed SU7 is a popular model in China, selling more units there than the Tesla Model 3, with Xiaomi struggling to meet demand. Its latest offering, the YU7, reportedly amassed over 100,000 preorders since orders opened up in early January. A Xiaomi YU7 car drives past the entrance to the Xiaomi EV factory, where all Xiaomi EV cars are manufactured, in Beijing on July 1, 2025. (Greg Bak...

比特币近期再度暴跌，令全球规模最大的企业加密货币储备持有者面临新一轮压力。 2023 年以来，比特币价格首次跌破迈克尔・塞勒旗下加杠杆布局比特币的微策略公司的平均买入成本。这一节点的到来，并未引发市场恐慌，更多的是一种疲态 —— 这标志着曾被大肆追捧的 “通过发行股票持续增持比特币” 模式，如今正与愈发持怀疑态度的市场正面碰撞。 微策略公司当前的比特币持仓成本价为 76052 美元，这一价格长期被视作市场心理支撑位。上周六比特币价格跌破 76000 美元，本周一亚洲交易时段再度下探，这一心理关口宣告失守。此次破位揭示了一个更深层的现实：微策略股价较历史高点已下跌近 70%，股票溢价优势消失，资本市场持续收紧，塞勒的这套操作策略正迎来全方位的压力。 据微策略公司官网数据，公司累计耗资 542 亿美元囤积比特币。彭博社整理的数据显示，按本周一比特币 74541 美元的低点计算，该公司持仓市值约为 532 亿美元。这家总部位于弗吉尼亚州泰森斯角的公司周一宣布，在 1 月 26 日至 2 月 1 日期间又增持了 7530 万美元的比特币。 目前公司暂无迫切的财务压力，既未收到保证金追缴通知，也不存在被迫抛售比特币的可能性，还通过股票发行积累了 22.5 亿美元的现金缓冲。但如果比特币价格无法反弹，且市场对公司股票缺乏新的投资需求，其操作空间将持续收窄。 微策略公司操盘策略的核心机制十分简单：通过发行价格高于其比特币持仓价值的股票募资，再将所得资金用于增持比特币。这一资本市场操作手法，本质是通过股市套利实现加密货币增持，也让公司在上一轮比特币牛市中成为投机投资者的心头好。但这一红利期已宣告结束。 尽管微策略仍持有超 71.3 万枚比特币，但随着比特币的整体宏观叙事持续降温，其持仓市值也在不断缩水。比特币曾被标榜为对冲通胀和法币贬值的工具，如今却对地缘政治动荡、美元走弱甚至监管利好这些传统利好催化剂反应失灵。与此同时，市场的注意力和资金正转向波动更快的投机标的，从人工智能概念股到涨跌剧烈的黄金、白银均在此列。 市场情绪的转变，让微策略的处境愈发窘迫。股票溢价优势消失后，发行新股不仅会造成股权稀释，也无法为公司带来新的战略优势；而比特币价格在盈亏平衡线附近徘徊，这一位置也早已失去心理支撑作用。 市场普遍预计，微策略股价将进一步下跌，其开盘时段下跌约 7%，目前跌幅收窄至2.0%。...

A row of homes in a village in south Wales is to be bought by a local authority and demolished as they can no longer be protected from flooding caused by the climate crisis. It will cost Rhondda Cynon Taf county borough council more than £2.5m to buy the 16 riverside properties, pay for legal costs and help to rehouse dozens of residents. The Labour-led council believes it is the first time a local authority has bought such a large number of inland homes to protect householders from flooding caused by the climate emergency. Residents of Clydach Terrace in Ynysybwl expressed relief and delight, explaining that children were too frightened to go to bed if it was raining and elderly people were terrified they would not be able to get out in time if their homes flooded again. They said that when Storm Dennis hit in 2020, water from the nearby river, Nant Clydach, came into homes so fast that some people had to swim for safety. Some homes were left with almost two metres (6.5ft) of water in their downstairs rooms and it has been either impossible or very expensive for them to obtain insurance. The decision by the council’s cabinet on Monday comes as people across western Britain continue to be battered by repeated pulses of heavy rain and strong winds, causing some politicians and experts to warn that more homes will have to be abandoned because of the climate breakdown. Ynysybwl (population 4,700) is a former mining village four miles north of Pontypridd characterised by rows of terraced stone houses built at the turn of the 20th century. View image in fullscreen Some of the homes on Clydach Terrace. Photograph: Adrian Sherratt/The Guardian Clydach Terrace is separated from Nant Clydach by a retaining wall, but it is not big enough to stop homes being badly inundated. Since Storm Dennis, Natural Resources Wales, the flood risk management authority, has explored possible solutions including the construction of a raised defence wall. It found, however, that it was not an ...

亚特兰大联储GDPNow模型预计美国第四季度GDP增速为4.2%，此前预计为4.2%。（财联社）

特朗普提名凯文·沃什担任下任美联储主席，引发市场对美联储与财政部关系或将调整的关注。 沃什长期批评美联储资产负债表规模过大，主张大幅缩减当前6.6万亿美元的债券持有量，并提出应与财政部达成类似1951年“美联储-财政部协议”的新契约，以重新界定央行与财政的政策边界。 财长斯科特·贝森特持有相似立场。对冲基金投资者斯坦利·德鲁肯米勒上周向英国《金融时报》表示，他对二人即将展开的合作感到振奋，称双方若能达成协议“将是理想局面”。德鲁肯米勒曾是贝森特与沃什的雇主。 然而，分析指出， 大幅缩减美联储资产负债表面临多重现实挑战。历史经验表明，美联储此前任何一次缩表尝试均引发货币市场紧张。 2013年，仅暗示将逐步减少购债规模便引发了全球市场剧烈波动的“缩减恐慌”。此外，激进缩表还可能直接推高长期利率，而贝森特此前明确将此视为核心金融观察指标。 投资者与美联储观察人士正密切关注贝森特当地时间周三、四在国会听证会上的表态，以期捕捉关于未来政策协作方向的线索。 1951年协议的历史教训 二战后，美联储与财政部曾因货币政策独立性发生激烈博弈。当时美联储担忧过度货币刺激正加剧通胀，希望退出为战时融资而压低国债收益率的政策，但杜鲁门政府坚持维持低利率以控制联邦借贷成本。 1951年，双方最终达成《财政部-美联储协议》：美联储停止以大规模购债方式人为压制收益率，并获得独立运用政策工具应对通胀的权限。该协议被视为现代美联储货币政策独立性的基石。 沃什指出，美联储在2008年全球金融危机及新冠疫情期间重启并延续大规模国债购买，实质上已背离1951年协议的精神。他认为， 央行通过吸收巨额政府债务，助长了财政支出的持续扩张，导致美国债务攀升至“危险水平”，这意味着美联储已越过界线、变相涉足财政政策领域。 新协议的可能轮廓 沃什与贝森特均未对所谓“新协议”的具体框架给出详细说明。 贝森特曾明确表示，他仅支持美联储在“真正的紧急情况且与政府其他部门协调”的前提下购买国债。 一种简单的新协议可能仅是对此原则进行正式明确，类似于2008年金融危机后国会修改美联储紧急贷款授权的方式，即任何面向非银行借款人的新流动性工具均需获得财政部长批准。 然而沃什的主张显然更为彻底。他呼吁推动美联储资产负债表回归2008年金融危机前的规模，实质上要求央行大幅收缩当前因多年量化宽松而膨胀的资产持有。 缩表面临的现实障碍 据...

The stock has soared -- but has it soared too high? Here I am, presenting you with a bold prediction: shares of Robinhood Markets (HOOD 8.63%) will fall sharply in 2026. It might make you stop and think, but don't let it lead you to take any action -- because I could be wrong. Every investor will make bad calls on occasion, after all. Even Warren Buffett has blundered, sometimes buying something he maybe shouldn't have bought, or selling when maybe he shouldn't have. But let's take a look at Robinhood Markets now -- because maybe it will drop in 2026. Meet Robinhood Markets Robinhood Markets is a "fintech" (financial technology) company that was early to offer free stock trading, offering investors the ability to buy fractions of shares and not requiring minimum sums to open accounts. It's not surprising, then, that it was successful in attracting younger and newer investors. Expand NASDAQ : HOOD Robinhood Markets Today's Change ( -8.63 %) $ -8.58 Current Price $ 90.90 Key Data Points Market Cap $89B Day's Range $ 89.82 - $ 95.88 52wk Range $ 29.66 - $ 153.86 Volume 1.4M Avg Vol 25M Gross Margin 89.78 % It has been a great grower: Time period Average annual return Past 1 years 120.44% Past 3 years 116.37% And it's still growing. Its third quarter featured: Revenue up 100% year over year to $1.27 billion. Net income up 271% year over year to $556 million. Net interest revenue up 66% year over year (thanks mainly to interest-earning assets and activities such as margin loans). Total operating expenses up 31% year over year (which is a big jump, but far less than the jump in revenue, making it not an issue). Average revenue per user up 82% year over year (to $191). Robinhood's performance has been pretty amazing, and the company has achieved it in part by adding more services available to its customers -- including, recently, betting on predictions. Time to buy Robinhood Markets? The main reason I'm taking a bearish stance on the company is its recent steep valuation. ...

阿波罗全球管理（APO）的Torsten Slok表示日元套利交易存在平仓风险，并指出近期投机性期货持仓出现大幅波动。这位阿波罗首席经济学家在报告中写道：“投机性期货仓位出现大幅波动，这凸显出即便更广泛的日元融资规模依然存在，套利交易仍可能迅速平仓。”所谓日元套利交易是指以低成本借入日元，再将资金投入其他资产的策略。鉴于今年以来市场波动加剧，这一交易方式一直是投资者讨论的焦点。在有关日本和美国可能直接干预以减缓日元贬值的猜测下，日元今年以来兑美元上涨约1%。(财联社)

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Micron Technology is back in the spotlight after analysts updated their price target, signaling a fresh view on how the market is framing the stock today. This change is tied directly to a shift in the broader narrative around Micron, reflecting how investors are rethinking its role in the memory and storage space. Read on to see how you can stay on top of future shifts in the story around Micron and what signals to watch next. Stay updated as the Fair Value for Micron Technology shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Micron Technology. Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative! NasdaqGS:MU 1-Year Stock Price Chart How This Changes the Fair Value For Micron Technology Use the updated analyst target as one input, not a final answer. It reflects how some professionals are framing Micron Technology’s prospects today, but it is still an opinion, not a guarantee. Compare the new target with Micron Technology’s current market price to see how much upside or downside those analysts are implying, and decide whether that gap fits your own expectations and risk tolerance. Look beyond a single target and focus on the reasons that may sit behind it, such as views on demand for memory and storage, expected profitability, or balance sheet strength. Use multiple valuation gauges, such as P/E, P/S or P/B, alongside analyst targets so you are not relying on just one approach when thinking about what feels like a reasonable price for Micron Technology. Revisit your thesis regularly. As new information comes out, analyst targets can move again, and it can be useful to check whether your own view on what fee...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Micron Technology is back in the spotlight after analysts updated their price target, signaling a fresh view on how the market is framing the stock today. This change is tied directly to a shift in the broader narrative around Micron, reflecting how investors are rethinking its role in the memory and storage space. Read on to see how you can stay on top of future shifts in the story around Micron and what signals to watch next. Stay updated as the Fair Value for Micron Technology shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Micron Technology. Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative! NasdaqGS:MU 1-Year Stock Price Chart How This Changes the Fair Value For Micron Technology Use the updated analyst target as one input, not a final answer. It reflects how some professionals are framing Micron Technology’s prospects today, but it is still an opinion, not a guarantee. Compare the new target with Micron Technology’s current market price to see how much upside or downside those analysts are implying, and decide whether that gap fits your own expectations and risk tolerance. Look beyond a single target and focus on the reasons that may sit behind it, such as views on demand for memory and storage, expected profitability, or balance sheet strength. Use multiple valuation gauges, such as P/E, P/S or P/B, alongside analyst targets so you are not relying on just one approach when thinking about what feels like a reasonable price for Micron Technology. Revisit your thesis regularly. As new information comes out, analyst targets can move again, and it can be useful to check whether your own view on what fee...

USA Rare Earth might be just one of many players in Project Vault. USA Rare Earth (USAR +3.03%) stock started another week strong Monday, rising 6.3% through 10:15 a.m. ET after reports began filtering out of Washington, D.C., about a planned government "Project Vault." Project Vault envisions building a $1 billion stockpile of critical minerals, including rare-earth metals, with the support of $10 billion in loans from the U.S. Export-Import Bank and $1.7 billion in private funding, as Bloomberg and CNBC report. What Project Vault means for USA Rare Earth stock Details on Project Vault are sparse at present, but the general drift of the plan seems to be to buy rare-earth metals on the open market and stockpile them for future use in the event of an attempt by China to cut off supply. (According to International Energy Agency reports, China accounts for about 60% of global rare-earth mining, more than 90% of rare-earth refining, and as much as 94% of the total number of rare-earth metal magnets produced.) As such, Project Vault probably wouldn't benefit USA Rare Earth stock directly by funding an investment in the company (although it might involve government subsidies of the company's mining). More likely, the funds allocated to Project Vault would be used to buy rare-earth elements, regardless of source, and store them for future use -- much like the U.S. Strategic Petroleum Reserve. Expand NASDAQ : USAR USA Rare Earth Today's Change ( 3.03 %) $ 0.68 Current Price $ 23.10 Key Data Points Market Cap $3.3B Day's Range $ 22.84 - $ 26.01 52wk Range $ 5.56 - $ 43.98 Volume 589K Avg Vol 15M What this means for USA Rare Earth stock USA Rare Earth could, of course, sell rare-earth metals into such a stockpile, but it's not yet mining rare-earth metals in quantity itself. The company's best chance to participate in Project Vault, therefore, would be to buy and resell rare-earth metals at various stages of production through its new Less Common Metals subsidiary in Britain....

格隆汇2月3日｜据伊朗媒体，伊朗总统佩泽希齐扬2日下令同美国启动核谈判，伊朗可能在未来几天同美国举行高规格谈判。白宫和以色列政府官员2日分别证实，美国总统特使威特科夫将于3日抵达以色列。

imaginima/iStock via Getty Images Investment Thesis Even though SoFi Technologies, Inc. ( SOFI ) reported great recent Q4 earnings numbers with accelerating growth and improving margins, the stock has sold off significantly and its down 18% since my last coverage . That disconnect is where I see an opportunity. The company has evolved towards a diversified fee-driven business model with improving operating leverage and less reliance on lending. As they further monetize this business and normalize earnings, this recent pullback is an attractive buying opportunity before the higher leg up. SoFi Targets $4.7B Billion Revenue and 34% EBITDA Margin in 2026 SoFi's main advantage is in the progressive vertically integrated and diversified revenue that derives compounding operating leverage. I see this in Q4 and FY25 results , as they indicate a structural shift from a lending-dependent model to a multifaceted financial services ecosystem. This change manifests in the expansion of fee-based and capital-light revenue streams that now complement the interest income generated by the lending segment. Financial Services and Tech Platform segments derived $579 million in revenue for Q4-FY25 and these account for 57% of total adjusted net revenue. In my view, this percentage exceeds the contribution from the Lending segment and confirming that SoFi has diversified beyond credit risk. Fee-based revenue hit a record $443 million in Q4 and marking a 53% YoY increase. This specific revenue type is vital as it carries higher profit margins and lower balance sheet capital requirements than spread-based lending income. Q4 Earnings The operating leverage is in the margin expansion metrics. SoFi has Q4 Adjusted EBITDA of $318 million , and it represents a 31% margin. Importantly, the incremental EBITDA margin is at 44%. This metric means that for every additional dollar of revenue, SoFi derives 44 cents of flow to the EBITDA line. It also indicates that expenses are growing at a slower rat...

格隆汇2月3日｜以色列国防军2日发表声明说，一艘美国海军驱逐舰1日与以色列海军舰艇在红海海域举行了联合演习。声明说，本次演习是以色列海军与美国海军第五舰队在该地区“持续合作的一部分”。美军驱逐舰靠泊属于“事先计划好的例行活动”，是以海军与美国海军第五舰队战略合作框架内活动，凸显了两国军队密切合作的关系。

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Reports indicate Ford and Xiaomi (SEHK:1810) have discussed a partnership that could help Chinese EV makers access the U.S. market. Both companies have publicly denied that a deal is currently in place or being finalized. The news has drawn attention because it touches on EV competition, tech auto partnerships, and geopolitical sensitivities around Chinese brands entering the U.S. Xiaomi, best known for smartphones and consumer electronics, has been expanding into electric vehicles as part of a broader hardware plus software ecosystem. Any talks with a Western automaker such as Ford would fit with its push to participate more directly in global EV supply chains and platforms. For investors watching SEHK:1810, the focus is on how its auto ambitions complement its existing electronics footprint. Even without a confirmed agreement, headlines around potential discussions highlight how global automakers and Chinese tech groups are evaluating options to work together. For you as an investor, the key question is how possible partnerships, regulatory reactions, and customer acceptance in markets like the U.S. might influence Xiaomi's long term positioning in autos alongside its core electronics business. Stay updated on the most important news stories for Xiaomi by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Xiaomi. SEHK:1810 Earnings & Revenue Growth as at Feb 2026 How Xiaomi stacks up against its biggest competitors For Xiaomi, even unconfirmed talks with Ford underline how seriously it is pursuing its EV push and potential routes into the U.S. market, a region that is difficult for Chinese brands because of political scrutiny and security concerns. If Xiaomi can eventually secure any form of local-manufacturing or platform-sharing arrangement with a Western automaker, it could position i...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Baidu is highlighting its transformation toward autonomous vehicle technology, with recent analyst coverage focusing on the progress of its self driving initiatives. Commentary from Barclays and Freedom Capital points to higher past investment costs and suggests these efforts are now beginning to show positive operational outcomes. This shift comes as Baidu faces strong competition across artificial intelligence and mobility services, putting extra attention on how its autonomous driving bets develop. Baidu, traded as NasdaqGS:BIDU, is drawing fresh interest as investors look past its traditional search business and focus more on its role in autonomous vehicles. The share price sits at $153.18, with a 1 year return of 74.6%, while 3 year and 5 year returns are 7.3% and a 44.6% decline respectively. That combination of strong recent performance and weaker longer term results forms the backdrop for how the market might react to any progress in Baidu’s newer segments. The key question for you is how Baidu’s autonomous driving efforts and heavier investment profile fit into your own risk tolerance and time horizon. As the company continues to refine its self driving platforms in a crowded field, the balance between ongoing spending and visible business traction is likely to remain central to many investors’ views on NasdaqGS:BIDU. Stay updated on the most important news stories for Baidu by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Baidu. NasdaqGS:BIDU 1-Year Stock Price Chart Why Baidu could be great value Quick Assessment ⚖️ Price vs Analyst Target : At $153.18 versus an average analyst target of $173.88, Baidu trades about 12% below consensus. ❌ Simply Wall St Valuation : Simply Wall St estimates the shares are trading 56.6% above fair value, which screens as ov...

Dividend-paying Disney stock is on the cusp of a major market reversal that will drive a sustained, multi-year uptrend fueled by growth and capital returns.

格隆汇2月3日｜阿波罗全球管理的Torsten Slok表示日元套利交易存在平仓风险，并指出近期投机性期货持仓出现大幅波动。 这位阿波罗首席经济学家在报告中写道：“投机性期货仓位出现大幅波动，这凸显出即便更广泛的日元融资规模依然存在，套利交易仍可能迅速平仓。”

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In trading on Monday, shares of Stewart Information Services Corp (Symbol: STC) crossed above their 200 day moving average of $68.39, changing hands as high as $68.64 per share. Stewart Information Services Corp shares are currently trading up about 1.1% on the day. The chart below shows the one year performance of STC shares, versus its 200 day moving average: Looking at the chart above, STC's low point in its 52 week range is $56.3901 per share, with $78.61 as the 52 week high point — that compares with a last trade of $69.05. Click here to find out which 9 other dividend stocks recently crossed above their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

In trading on Monday, shares of Boise Cascade Co. (Symbol: BCC) crossed above their 200 day moving average of $82.20, changing hands as high as $82.78 per share. Boise Cascade Co. shares are currently trading up about 2.4% on the day. The chart below shows the one year performance of BCC shares, versus its 200 day moving average: Looking at the chart above, BCC's low point in its 52 week range is $65.14 per share, with $126.96 as the 52 week high point — that compares with a last trade of $82.65. Click here to find out which 9 other stocks recently crossed above their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

President Donald Trump is set to launch a strategic critical-minerals stockpile, dubbed Project Vault, in a bid to insulate manufacturers from supply shocks as the US works to slash its reliance on Chinese rare earths and other metals. Joe Deaux reports on Bloomberg Television. (Source: Bloomberg)