00:00 Speaker A about this. Maribel, we heard the cloud growth from Microsoft recently that kind of disappointed investors, right? So, what are you expecting to hear from from Amazon and Alphabet this week? 00:22 Maribel Well, we've been looking at double digit cloud growth for many quarters right now, and I think the desire is always to have that in the high 20s, high 30s. It's getting hard at this point. Uh what we're looking at is that pace of like can AI drive more cloud revenue growth and it just doesn't seem to be hitting it at the expectations that we had anticipated, say three, four quarters ago. So I think it's very tenuous right now. 00:55 Speaker A And and how should we be thinking about AI, the relationship between AI and that cloud revenue growth at this point? 01:07 Maribel So for the past several years, what we've really seen is investment, investment, investment, and the investment has always outpaced the revenue. That does have to happen, but I think there is uh limited investor willingness to continue to just see billions and billions of dollars put in but nothing coming back out. So the question becomes is this like a 10-year game before we see real AI cloud growth revenue, or is this something that we see in the next coming year or two years? Now, every hyperscaler tells you that they have AI cloud revenue growth. The question is not do they have it. The question is whether it's enough to justify the investment that they're putting into it. 01:47 Speaker A And do you think are these companies doing a good enough job at communicating that to investors, what that potential return on investment could be? Or is it just that like they don't really know and it's tough to to predict it? 02:00 Maribel I think the reality is we don't really know. It's starting to get embedded into so many applications and services that it's hard to parse out like what is going to be specifically the hyperscaler's part of that. You know, how much investment we're seeing in...

DKosig The Department of Transportation issued guidance that limits how cities can use a key federal safety grant program to fund speed cameras, although the guidelines did not eliminate all funding for speed cameras nationwide. Under new guidance for the Safe Streets and Roads for All grants, projects generally cannot use those funds for automated enforcement cameras outside school or work zones. The Department of Transportation also signaled that projects reducing motor vehicle lane capacity or including an equity analysis could be disfavored or disqualified. Cities can still run and expand camera programs using local ticket revenue or other unrestricted funds. The expectation is that some planned safety projects that depended on the federal grants will need to be redesigned or find alternative funding. Shares of Verra Mobility ( VRRM ) swung 5.5% lower in reaction to the development. The smart mobility company has a government solutions segment that runs over 9,000 speed, red-light, and school-bus cameras for governments and school districts. More on Verra Mobility Verra Mobility Corporation (VRRM) Presents at CJS Securities 26th Annual "New Ideas for the New Year" Investor Conference - Slideshow Verra Mobility Corporation (VRRM) Presents at UBS Global Technology and AI Conference 2025 Transcript Seeking Alpha’s Quant Rating on Verra Mobility Historical earnings data for Verra Mobility Financial information for Verra Mobility

格隆汇2月3日｜俄罗斯外交部：俄方已向美方提交相关提议，旨在消除阻碍莫斯科与华盛顿关系全面正常化的障碍。

Source: Bloomberg, 6:01

Why Micron Stock Popped Again Today fool.com

Key Points Capital Management Corp sold 29,799 shares of Nexstar Media in the fourth quarter; the estimated transaction value was $5.82 million based on average pricing in the period. Meanwhile, the quarter-end position value decreased by $5.21 million, reflecting both share sales and stock price movement. As of December 31, the fund reported holding 127,651 NXST shares valued at $25.92 million. These 10 stocks could mint the next wave of millionaires › On February 2, Capital Management Corp disclosed in a U.S. Securities and Exchange Commission filing that it sold 29,799 shares of Nexstar Media Group (NASDAQ:NXST), an estimated $5.82 million trade based on quarterly average pricing. What happened According to a U.S. Securities and Exchange Commission filing dated February 2, Capital Management Corp reduced its position in Nexstar Media Group by 29,799 shares during the fourth quarter. The estimated transaction value is $5.82 million, calculated using the average closing price over the quarter. The fund ended the period with 127,651 shares, with the position value changing by $5.21 million, a figure that includes both trading and price performance effects. What else to know The NXST stake now represents 4.25% of the fund’s $610.07 million in reportable U.S. equity assets. Top holdings after the filing: NASDAQ:IDCC: $37.12 million (6.1% of AUM) NYSE: PBI: $30.97 million (5.1% of AUM) NYSE: GTN: $29.76 million (4.9% of AUM) NASDAQ: NXST: $25.92 million (4.2% of AUM) NYSE: AEM: $22.72 million (3.7% of AUM) As of January 30, Nexstar shares were priced at $212.38, up 41.1% over the past year and well outperforming the S&P 500’s 15% gain in the same period. Company overview Metric Value Revenue (TTM) $5.15 billion Net Income (TTM) $517.00 million Dividend Yield 3.50% Price (as of 2/1/26) $212.38 Company snapshot Nexstar Media Group operates a portfolio of television stations, digital media properties, and a national cable network, generating revenue primarily from adverti...

国际铜夜盘收跌1.11%，沪铜收跌1.01%，沪铝收跌2.12%，沪锌收跌1.07%，沪铅收跌0.77%，沪镍收跌2.83%，沪锡收跌12.38%。 氧化铝夜盘收涨1.18%，铝合金收跌1.51%。 不锈钢夜盘收跌1.81%。

is a senior reporter who’s been covering and reviewing the latest gadgets and tech since 2006, but has loved all things electronic since he was a kid. Posts from this author will be added to your daily email digest and your homepage feed. Abxylute, the company behind the M4 magnetic mobile gamepad, has announced a new pair of controllers for the Nintendo Switch 2 designed to replace the stock Joy-Cons while playing in handheld mode. Both are “launching soon” on Kickstarter and feature a design where the Switch 2 docks to the controllers so they can connect to and draw power from the console’s bottom USB-C port. The Abxylute N6 is similar to existing accessories like the CRKD Nitro Deck, but the N9C looks like someone sliced a GameCube controller in half and stuck either side to the console. The N9C’s right joystick can be upgraded with a swappable gate limiting its movements to eight directions. Image: Abxylute Pricing details aren’t known for either controller, but the N9C will feature capacitive joysticks, ABXY buttons and triggers that use mechanical micro-switches, and a dedicated C button for accessing GameChat. Its button layout mirrors the original GameCube controller, so the N9C may only appeal to nostalgic gamers who regularly play the small lineup of GC titles added to Nintendo Switch Online last year, or Super Smash Bros. Ultimate fans who still prefer Nintendo’s 25-year-old controller. For the latter group, the right joystick on the N9C has a swappable gate that limits its movement to eight directions, providing more precision when inputting moves in fighting games. The N6 features a more modern asymmetrical controller design but will be available in two color options including a GameCube version. Image: Abxylute The N6 offers a more traditional asymmetrical controller design, and some key upgrades over the N9C. It features drift-resistant Hall effect joysticks, thicker grips than the standard Joy-Cons, digital triggers, and ABXY buttons that use a rubbe...

格隆汇2月3日｜意大利交通部：1月新车注册量增长6.2%，达到141,980辆。

美国总统唐纳德·特朗普表示，在印度总理纳伦德拉·莫迪同意停止购买俄罗斯原油后，他将把对印度商品征收的25%关税税率降至18%。 特朗普在与莫迪通话后于周一宣布了此项决定，称印度同时同意“推进措施以降低对美国的关税及非关税壁垒，至零”，并采购“超过5000亿美元的美国能源、科技、 农产品 、煤炭和其他许多产品”。 “基于对莫迪总理的友谊与尊重，并应他的请求，我们同意美国与印度之间的一份贸易协议，立即生效，”特朗普发文称。“我们与印度的极佳关系未来还将更加强劲。” 责任编辑：丁文武

U.S. President Donald Trump points a finger onstage at the U.S. Treasury Department's Trump Accounts Summit, in Washington, D.C., U.S. Jan. 28, 2026. Kevin Lamarque | Reuters The Trump administration has framed its new investment account , Trump accounts , as an early wealth-building tool for children — one that officials have said could make your kid a millionaire by their late 20s. But financial advisors and policy experts say the numbers depend on annual contributions and investment performance, among other factors. "As parents, if we make maximum contributions to our child's Trump account, the projected value will be nearly $1.1 million by the time they are 28 years old," White House Press Secretary Karoline Leavitt said Jan. 28 at the Trump Accounts Summit in Washington, D.C. Later that day, President Donald Trump told summit attendees that "with every modest contribution, Trump accounts should reach at least $50,000 in value" by age 18 and could be "very substantially more than that." More from Financial Advisor Playbook: Here's a look at other stories affecting the financial advisor business. Trump accounts could grow to $50,000 or more, president says. Advisors weigh in Housing affordability isn't just hurting buyers: More homeowners are falling behind In an affordability crunch, Gen Z adults lean on their parents for financial help Penalty-free withdrawals from 401(k)s can now pay for long-term care insurance Tax changes Social Security beneficiaries may see based on new laws 53% of investors with a required withdrawal for 2025 still haven't taken it: Fidelity The first step workers should take after a layoff, as job losses soar Politics is now the No. 1 money worry, financial planners say How to maximize Trump's bigger SALT deduction limit for 2025 Cash can feel safe, 'but it doesn't grow your wealth,' portfolio strategist says "With slightly greater contributions, the typical account will grow to $100,000, $200,000 and can even grow up to past $300,000 pe...

格隆汇2月3日｜在特朗普宣布美印达成贸易协议后，印度卢比在非交割远期市场中走高。

natatravel/iStock via Getty Images Investment Thesis In my view, silver ( SLV ) is no longer just that asset that rallies when markets panic or when confidence in money starts to crack. What’s happening now feels far more structural than that. I believe silver has become a strategic input for the modern economy. It sits right at the intersection of the energy transition, the expansion of artificial intelligence, data centers, and large-scale electrification. At the same time, supply remains constrained, slow to respond, and heavily dependent on other mining activities, which, in my opinion, creates an imbalance that is hard to fix in the short term. The result is an increasingly tight market. Even with corrections, higher margins, and attempts to rein in prices, I don’t see this move as purely speculative. Physical demand is still there, still pressing, and that matters. That’s why, in my view, silver makes sense as a Buy. Not as a quick trade or a bet on perfect timing, but as a structural allocation within a cycle that, when you look at the global productive base, still seems far from resolved. When Silver Moves Like This, Something Bigger Is Changing Since 2025, silver has been up more than 200%. Historically, moves like this in silver have almost never happened during stable periods. They tend to show up when the global economic structure is changing. If you look back at Ancient Rome, in 284 AD, silver surged when the Republic began losing control over its currency and productive capacity. In Spain, in 1607, silver became dislocated when metal flows, and the empire’s economic base stopped holding together. And in England, in 1931, silver rallied when the monetary standard collapsed, and the country abandoned gold. In all of those moments, silver’s rise wasn’t the problem, but a symptom. A signal that something deeper than a simple crisis was taking place. Today, many people are talking about the risk of a global crisis. The mistake some of them make is assuming ...

The dollar index (DXY00) today is up by +0.57% and posted a 1-week high. The dollar is climbing today on carryover support from last Friday when President Trump nominated Keven Warsh as the next Fed Chair. Mr. Warsh is seen as more hawkish than other Fed Chair candidates and often emphasized inflation risks during his tenure as a Fed Governor from 2006-2011. The dollar extended its advance today after the Jan ISM manufacturing index expanded at the strongest pace in more than 3.25 years. The partial US government shutdown enters its third day today. However, the shutdown is expected to be brief, as the House returns from a week-long break today and may vote on the spending bill later today or tomorrow. Late last Thursday, President Trump said that he reached a tentative deal with Senate Democrats to avert a US government shutdown. The deal would fund the Homeland Security Department for two weeks to allow more time for talks on immigration enforcement and contains full-year funding for several other government agencies. Join 200K+ Subscribers: The US Jan ISM manufacturing index rose +4.7 to 52.6, stronger than expectations of 48.5 and the strongest pace of expansion in more than 3.25 years. The dollar sank to a 4-year low last Tuesday when President Trump said he's comfortable with the recent weakness in the dollar. Also, the dollar remains under pressure as foreign investors pull capital from the US amid a growing budget deficit, fiscal profligacy, and widening political polarization. The markets are discounting the odds at 11% for a -25 bp rate cut at the next policy meeting on March 17-18. The dollar continues to see underlying weakness as the FOMC is expected to cut interest rates by about -50 bp in 2026, while the BOJ is expected to raise rates by another +25 bp in 2026, and the ECB is expected to leave rates unchanged in 2026. EUR/USD (^EURUSD) is down by -0.33% today at a 1-week low. The euro is under pressure today from a stronger dollar. Losses in the euro ...

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. Join 200K+ Subscribers: 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 ma...

WASHINGTON, DC - FEBRUARY 13: U.S. President Donald Trump and Indian Prime Minister Narendra Modi meet in the Oval Office at the White House on February 13, 2025 in Washington, DC. Andrew Harnik | Getty Images News | Getty Images The U.S. and India have reached a trade deal and will immediately move to lower tariffs on each other's goods, President Donald Trump announced Monday. Prime Minister Narendra Modi also agreed to buy American products "at a much higher level" as part of the agreement, Trump said in a Truth Social post following a call with the Indian leader. Modi also committed to "stop buying Russian Oil, and to buy much more from the United States and, potentially, Venezuela," Trump said in the post. Read Trump's full announcement: It was an Honor to speak with Prime Minister Modi, of India, this morning. He is one of my greatest friends and, a Powerful and Respected Leader of his Country. We spoke about many things, including Trade, and ending the War with Russia and Ukraine. He agreed to stop buying Russian Oil, and to buy much more from the United States and, potentially, Venezuela. This will help END THE WAR in Ukraine, which is taking place right now, with thousands of people dying each and every week! Out of friendship and respect for Prime Minister Modi and, as per his request, effective immediately, we agreed to a Trade Deal between the United States and India, whereby the United States will charge a reduced Reciprocal Tariff, lowering it from 25% to 18%. They will likewise move forward to reduce their Tariffs and Non Tariff Barriers against the United States, to ZERO. The Prime Minister also committed to "BUY AMERICAN," at a much higher level, in addition to over $500 BILLION DOLLARS of U.S. Energy, Technology, Agricultural, Coal, and many other products. Our amazing relationship with India will be even stronger going forward. Prime Minister Modi and I are two people that GET THINGS DONE, something that cannot be said for most. Thank you for your...

Tesla saw sharp January declines in new-vehicle registrations in several European markets.

Vanguard Group has unleashed another round of fee cuts across its lineup of mutual funds and exchange-traded funds, further tightening the screws on an industry already known for its low costs. Vanguard CEO Salim Ramji discusses the cuts with Kathie Greifeld on 'ETF IQ.' (Source: Bloomberg)

格隆汇2月3日｜俄罗斯外交部：1月3日发生在加拉加斯的事件没有任何正当理由。这是对国际法公然且肆意的违反。

A second-half cameo from 41-year-old talisman helped end strugglers’ long wait for win against Girona First there was applause and then they started singing, the sound coming from the narrow street outside. In the bars and terraces where Real Oviedo’s fans were still picking over the game – in La Patatina, La Pepica, La Competencia and the rest – some put down their drinks and came to see what was going on. Somewhere among all the people filling Calle Juan Ramón Jiménez, a short walk from the Carlos Tartiere stadium, was a 5ft 5in footballer trying to make his way home , which was going to take a while. Santi Cazorla signed autographs, took pictures and shook a hundred hands, going from the crowds of kids to the little old lady as his son Enzo, who can play a bit too , kicked a Coke bottle across the square it opens on to. On Plaza Pedro Miñor they have seen him many a day but this wasn’t any day and they couldn’t love him more. The son of an ambulance driver from Fonciello, 15 minutes away, Cazorla is something like their son too: an Oviedo fan who joined at eight and finally made his debut 32 years later. Forced to leave at 18, door closing just as it might have opened and his club collapsing into crisis, twice on the verge of disappearing entirely , he returned a man two decades on. He came on the minimum wage – “I would play for free but you’re not allowed,” he said – and helped take Oviedo back to the first division a quarter of a century later, a lifetime since the last time . Then this Saturday, at 41, he led them to the World Cup. Continue reading...

英伟达与OpenAI的交易仍在讨论中 2026-02-03 01:21:30 来源： 同花顺7x24快讯 分享 文章提及标的 英伟达 -- 消息人士称，英伟达（NVDA）与OpenAI的交易仍在讨论中。(财联社)

In this article DIS Follow your favorite stocks CREATE FREE ACCOUNT People walk in front of Cinderella's Castle at the Magic Kingdom Park at Walt Disney World on May 31, 2024, in Orlando, Florida. Gary Hershorn | Corbis News | Getty Images All is well in the Magic Kingdom — and all of Disney's other theme parks, too. The company's experiences division, which includes its parks, cruise ships, hotels and consumer products, posted record revenue for the fiscal first quarter , topping $10 billion for the first time in Disney's more than 100-year history. It also reported operating income of $3.3 billion, a 6% bump from the same period a year ago. Growth in this segment has supercharged in the wake of the Covid pandemic. It often accounts for the lion's share of the company's profits. For the period ended Dec. 27, experiences represented 38% of Disney's total revenue, yet generated a whopping 71% of its operating income. Company executives expect those good times to continue, forecasting high-single-digit growth in operating income for the segment for fiscal 2026. "When you look at the footprint of the business today, it's never been more broad or more diverse," Bob Iger, CEO of Disney, said during Monday's earnings call. "And the projects that we have underway are going to make it even more so." The strong parks performance comes against the backdrop of a CEO succession competition that could see Chairman of Disney Experiences Josh D'Amaro step in for Iger. 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. Industry insiders and Disney sources expect D'Amaro to be appointed Iger's successor, though the decision ultimately lies with the Disney board and won't be final until directors vote. "The board has not yet selected the next CEO of The Walt Disney Company and once that decision is made, we will announce it," a Disney spokesperson s...

格隆汇2月3日｜CNBC援引消息人士的话称，英伟达(NVDA.O)与OpenAI的交易仍在谈判中。

美国劳工统计局发言人表示，由于政府部分停摆，该局将不会按计划于周五发布1月非农就业报告。 统计局表示，原定于周二发布的12月职位空缺报告也将推迟发布。 责任编辑：丁文武