Boatmaker Brunswick just posted strong fourth-quarter results, with double-digit revenue growth—but rising tariff costs are casting a shadow over the outlook. Brunswick CEO Dave Foulkes joined Bloomberg Open Interest to break it all down. (Source: Bloomberg)

Trump's Tariff Impact: Nvidia (NVDA) Faces New Challenges GuruFocus

AMD (AMD) Shares Surge Ahead of Q4 Earnings Report GuruFocus

格隆汇2月3日｜OpenAI：Codex应用今日在MacOS上线。

The developer of the popular open-source text editor Notepad++ has confirmed that hackers hijacked the software to deliver malicious updates to users over the course of several months in 2025. In a blog post published Monday, Notepad++ developer Don Ho said that the cyberattack was likely carried out by hackers associated with the Chinese government between June and December 2025, citing an analysis by security experts. Ho said this “would explain the highly selective targeting” seen during the campaign. Ho did not say how many users were targeted or how many were compromised — if known — and did not respond to questions by the time of publication. (If we hear back, we will update.) Notepad++ is one of the longest running open-source projects, spanning more than two decades, and it counts at least tens of millions of downloads to date, including by employees at organizations around the world. According to Kevin Beaumont, a security researcher who first discovered the cyberattack and wrote up his findings in December, the hackers compromised a small number of organizations “with interests in East Asia” after someone unwittingly used a tainted version of the popular software. Beaumont said that the hackers were able to gain “hands-on” access to the computers of victims who were running hijacked versions of Notepad++. Ho said that the “exact technical mechanism” of how the hackers broke into his servers remains under investigation, but provided some details as to how the attack went down. In the blog, Ho said that Notepad++’s website was hosted on a shared hosting server. The attackers “specifically targeted” Notepad++’s web domain with the goal of exploiting a bug in the software to redirect some users to a malicious server run by the hackers. This allowed the hackers to deliver malicious updates to certain users who had requested a software update, until the bug was fixed in November and the hackers’ access was terminated in early December. “We do have logs indicatin...

Zoom In Icon Arrows pointing outwards OpenAI's new Codex app. Courtesy of OpenAI OpenAI on Monday launched a standalone app for its artificial intelligence -powered coding assistant, Codex, which is temporarily available to all ChatGPT users with Apple computers. The new app has a simple interface and is designed to serve as a "command center" that makes it easy for software developers to manage multiple AI agents at once, OpenAI said. An AI agent is a tool that can independently complete tasks, like writing code, on behalf of a user. AI coding assistants have exploded in popularity over the last year, and OpenAI said more than 1 million developers have used Codex in the past month. The company initially launched Codex in April, and it made the product generally available in October. The new Codex app is part of OpenAI's ongoing effort to lure users and market share away from rivals like Anthropic and Cursor , which have their own buzzy offerings for developers. OpenAI CEO Sam Altman said the Codex app is "the most loved internal product we've ever had" during a briefing with reporters on Friday. "It's been totally an amazing thing for us to be using recently at OpenAI," Altman said. "'I've been staying up late at night with excitement, building all sorts of things myself." Read more CNBC tech news Oracle rises after company announces $50 billion fundraising plans. Here's what's happening From Clawdbot to Moltbot to OpenClaw: Meet the AI agent generating buzz and fear globally Epstein files show Elon Musk apparently discussed plans to visit sex offender's island, host him at SpaceX Amazon asks FCC for extension for Leo satellite internet service Within the Codex app, agents run in separate threads that are organized by project, and users can review the agents' changes within those threads, OpenAI said. The agents can run in parallel and developers can collaborate with them as they work on long-running tasks. The Codex app also includes a library of "skills," like im...

Emails between former Windows boss Steven Sinofsky and Jeffrey Epstein, published by the Justice department on Friday, appear to show that Sinofsky constantly sought Epstein’s advice as he negotiated his surprise exit from Microsoft in November 2012, forwarding emails to him in nearly real time as talks progressed. Sinofsky also appears to have paid Epstein for his help at the end of the process, and turned to him for assistance finding a new job with Apple or Samsung, according to the emails. One chain appears to show that Sinofsky forwarded a confidential email between Microsoft executives to Epstein in July 2013 that details the issues around the launch of Surface, warning that the Surface RT tablet was “about to catastrophically fail in a very public way.” Sinofsky had originally sent the email to former Microsoft CEO Steve Ballmer on November 3rd, 2012, detailing how Surface RT sales were in a “very tough spot” and that the company might be on “the verge of an unrecoverable situation.” Sinofsky left Microsoft just days after the correspondence with Ballmer. Microsoft had bet on the Surface RT tablet, its Arm-powered competitor to the iPad, and Windows 8’s new touch-focused UI in a big way, and had expected 70 percent of Surface RT sales to be made online. Instead, Microsoft faced “significant problems” selling its tablet online, according to the email from Sinofsky, and had made far more units than it was able to sell. The email to Epstein also appears to show that Sinofsky pitched a plan to broaden Microsoft’s retail footprint outside the US, based on data that suggested people wanted to play with a Surface in a store before committing to a purchase. This plan surprised both Ballmer and Kevin Turner, Microsoft’s former chief operating officer. After days of back and forth about the Surface RT sales issues, Microsoft announced Sinofsky’s departure a week later — less than a month after the Windows 8 and Microsoft Surface launch. At the time, we reported that a ...

ORCL Stock Today: Oracle to Raise Up to $50B for AI Buildout – February 2 Meyka

格隆汇2月3日｜据华尔街日报：马斯克旗下的SpaceX限制俄罗斯无人机使用星链服务。

A debilitating infection from the parasitic Guinea worm is inching closer to global eradication, with an all-time low of only 10 human cases reported worldwide in 2025, the Carter Center announced . If health workers can fully wipe out the worms, it will be only the second human disease to be eradicated, after smallpox. Guinea worm ( Dracunculus medinensis ) is a parasitic nematode transmitted in water. More specifically, it's found in waters that contain small crustacean copepods, which harbor the worm's larvae. If a person consumes water contaminated with Guinea worm, the parasites burrow through the intestinal tract and migrate through the body. About a year later, a spaghetti noodle-length worm emerges from a painful blister, usually in the feet or legs. It can take up to eight weeks for the adult worm to fully emerge. To ease the searing pain, infected people may put their blistered limbs in water, allowing the parasite to release more larvae and continue the cycle. Read full article Comments

格隆汇2月3日｜美联储博斯蒂克：劳动力市场似乎已经趋于稳定。

格隆汇2月3日｜美联储博斯蒂克：现在就说通胀问题已经解决还为时过早。

格隆汇2月3日｜美联储博斯蒂克：当前政策并非高度限制性，或许一两次降息即可达到中性水平，我此前预计2026年不会降息。

Joe Raedle/Getty Images News NASA on Monday kicked off a full-scale fueling test for its Artemis II mission, marking a major milestone as the agency prepares to send astronauts back toward the moon for the first time in more than 50 years. The test, known as a wet dress rehearsal, involves fully loading propellant into the Space Launch System rocket at Kennedy Space Center and running through launch-day procedures short of engine ignition. Engineers will practice chilling and pumping fuel into the rocket, carrying out a countdown, and then safely draining the propellants. The exercise is designed to confirm that the National Aeronautics and Space Administration can safely launch the Boeing -built ( BA ) Space Launch System with the Lockheed Martin ( LMT ) Orion spacecraft for a 10-day mission that will loop around the moon and return to Earth. NASA has said the earliest possible launch window opens Feb. 8, though an official date will not be set until the rehearsal is complete. During the test, teams will stop short of firing the engines because the rocket’s boosters can only be ignited once. After more than a decade of development, the Space Launch System has faced cost overruns and delays, with each mission carrying a price tag exceeding $4 billion. Artemis II will be the second flight of the rocket and spacecraft combination, following the uncrewed Artemis I mission in 2022, which required multiple rehearsal attempts due to technical setbacks. The Artemis II crew will not participate in Monday’s test as they remain in pre-launch quarantine. The mission will carry NASA astronauts Reid Wiseman, Victor Glover, Christina Koch, and Canadian Space Agency astronaut Jeremy Hansen, and will focus on validating Orion’s life-support systems ahead of Artemis III, a crewed lunar landing currently targeted for no later than 2028. More on Boeing, Lockheed Martin Boeing Is Flying Steady Into 2026 Lockheed Martin Corporation (LMT) Q4 2025 Earnings Call Transcript Lockheed Martin ...

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Donald Trump claims that the release of millions more files related to Jeffrey Epstein 'absolve' him of wrongdoing, even though his name appears hundreds of times. The latest documents also indicate high-profile figures , including the former prince Andrew Mountbatten-Windsor and Labour peer Peter Mandelson, continued friendships with the disgraced financier after his child sex abuse convictions. So what have we learned from the newly released files and what happens next? Lucy Hough speaks to columnist and host of Politics Weekly America Jonathan Freedland Continue reading...

Wall Street expects the stock market to post a double-digit gain again in 2026. But the signals suggest otherwise. The S&P 500 (^GSPC +0.64%) posted double-digit gains in each of the last three years. The benchmark index has already added 1.4% year to date, and many Wall Street analysts expect it to end 2026 with another double-digit return. However, quite a few signals are flashing a warning right now that investors would do well to pay attention to. The benchmark index is, by historical standards, trading at a high premium. Its forward price-to-earnings (P/E) is about 22, a much pricier figure than its 30-year average of about 17, according to research compiled by investment firm J.P. Morgan. The last time the forward P/E was this high, it was just before the tech sell-off in 2021. Before that, it broke the 20-mark plane in the late '90s as dot-com fever was about to crash. Perhaps more troubling is a second signal from the market's CAPE ratio, which estimates an index's long-term growth by using a decade of inflation-adjusted earnings. It's had a 30-year average of about 28.5. Today, that valuation metric is close to 40 (about 39.85), which makes it now only the second time in 153 years of data that the market's CAPE has been this high. The last time the CAPE exceeded 40, it was followed by the market crash of 2000. Do these metrics mean the market will crash in 2026? Not necessarily. What they do suggest, however, is that the S&P 500 has risen much higher than the ground below it can stabilize. Put differently, it wouldn't be surprising if the market crashed in 2026. It would be historically resonant if it did. The market has proven its resilience, and it will likely continue its tenacity over the long run. But these two signals are flashing a warning that investors should pay attention to. A rapid sell-off of one's holdings is probably not the best answer. But a careful selection of investments that could weather a potential storm might be wise at this point.

Key Points Kratos stock dropped for a fourth-straight day on Monday. The company produces popular military hardware, but isn't making a lot of money off of it. 10 stocks we like better than Kratos Defense & Security Solutions › Kratos Defense & Security (NASDAQ: KTOS) stock tumbled 6.3% through 12:30 p.m. ET Monday, its fourth straight day of losses on no obvious bad news. If you ask me, there's only one logical explanation for that: Kratos stock costs too much. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » What Kratos does Kratos is one of the best-known producers of military drones right now, a red-hot segment of the defense market. Its marquee products include drones used for target practice, and the XQ-58 Valkyrie Collaborative Combat Aircraft (also known as a "loyal wingman" drone). Both the U.S. Air Force and U.S. Marine Corps are known to have purchased at least a few of the latter for testing, and Kratos is currently partnering with Northrop Grumman (NYSE: NOC) to take the Valkyrie program to the next level. The company also produces ground systems for satellites and space vehicles, propulsion systems for drones, missiles, loitering munitions, and is actively involved in research and development into hypersonic vehicles and rocket systems. How much Kratos costs Space, hypersonics, and drones? Kratos certainly knows how to be in the right place(s) at the right time to meet Pentagon demand for high-technology military hardware. The problem with Kratos stock is that... this fact is pretty well known at this point, and that knowledge has driven Kratos stock to nosebleed levels. Kratos shares currently trade at nearly 800 times trailing earnings and more than 200 times what the company is expected to earn over the next 12 months. Worse, the "quality" of these earnings is questionable, as they're not supported by positive free cash flow, causing the company to continue burning...

This education services provider delivers technology and support solutions to U.S. colleges, with a focus on healthcare partnerships. On January 23, 2026, Monument Capital Management reported selling out its entire position in Grand Canyon Education (LOPE +1.65%), unloading 19,133 shares in an estimated $4.20 million transaction based on quarterly average pricing. This education services provider delivers technology and support solutions to U.S. colleges, with a focus on healthcare partnerships. What Happened According to a Securities and Exchange Commission (SEC) filing dated January 23, 2026, Monument Capital Management reported selling all 19,133 shares of Grand Canyon Education during the fourth quarter. The estimated transaction value is $4.20 million, based on quarterly average pricing. The fund’s position in the education services company fell to zero, with the net position change also totaling $4.20 million for the period. What Else to Know This was a full exit from a position previously representing 1.0501% of 13F AUM; the position was fully liquidated and now makes up 0% of AUM Top holdings after the filing: NASDAQ:MSFT: $14,994,558 (3.7% of AUM) NASDAQ:AAPL: $9,146,128 (2.3% of AUM) NYSEMKT:ITOT: $8,860,581 (2.2% of AUM) NYSE:CAT: $8,259,816 (2.1% of AUM) NYSEMKT:IWF: $8,148,772 (2.0% of AUM) As of January 23, 2026, shares were priced at $177.99, up 3.92% over the past year, lagging the S&P 500 by 9.10 percentage points Company Overview Metric Value Market Capitalization $4.98 billion Revenue (TTM) $1.09 billion Net Income (TTM) $211.32 million Price (as of market close 1/23/26) $177.99 Company Snapshot Provides education services, including technology platforms, academic and faculty support, counseling, marketing, and back-office solutions to colleges and universities. Operates a service-based business model, generating revenue primarily through contracted education management and support services for higher education institutions. Main customers are U.S...

瑞士央行行长施莱格尔表示，瑞士央行可将利率降至零以下，但需设定更高门槛；瑞士央行当前的利率水平恰当。(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。

Bychykhin_Olexandr/iStock via Getty Images By Geoff Bysshe Last week ended with the fireworks of: Precious metals melting down. Three Mag 7 earnings reports: Microsoft ( MSFT ) fell, Meta ( META ) flew, and Tesla ( TSLA ) pivoted. A new Fed Chair nomination. President Trump threatening and sending an armada towards Iran. As you can see in the 5-day change column (5Dy) of the Big View Sector Summary table below, stock indexes and the long bonds took it all in stride. The SPY and QQQ closed virtually unchanged. IWM , which started the week up over 7% for the year, gave back a modest 2%, and the long bond ETF ( TLT ) slipped less than 1%. Why Is The Fed Nominee Such Bad News For Gold and Silver (and Fine For Stocks)? The shiny metals melted down shortly after the news of President Trump’s nominee for Fed Governor, Kevin Warsh. Why? How can he have such an impact on gold and silver without any impact on the stock indexes? This is just one of several contradictions the markets either presented or digested last week. More importantly, will the meltdown in gold and silver of about 20% and over 30% respectively mark the top of a euphoric run or a second chance opportunity to buy a secular bull trend at a discount? Another potentially confusing narrative was that both MSFT and META beat earnings expectations last week, but one flew while the other flopped. One reason this divergence can easily happen is that Wall Street’s speculative animal spirits are still alive and well. How else could TSLA announce that it is cutting back on the manufacturing of cars, from which it gets 70% of its revenue, and replacing it with the manufacturing of robots for which there is no demonstrable demand and zero revenue? In bull markets, high valuations are easily supported by animal spirits filled with optimism and FOMO. But, as gold and silver demonstrated, these animal spirits of support are also vulnerable to the other popular Wall St. saying: “Easy come, easy go.” Next week, roughly 20% of...

What's The Warsh That Could Happen? By Benjamin Picton, Senior Market Strategist at Rabobank The DXY is dealing firmer this morning and precious metals continue to be flogged like the family silver after Donald Trump confirmed the nomination of Kevin Warsh as incoming Fed Chair. In defiance of the President’s oft-stated preference, markets are convinced that Warsh is a hawk. Consequently, zero-yield risk is taking a beating (bitcoin, ouch), equities are offered and US 5y5y inflation swaps have fallen by ~2bps since Wednesday of last week. The Financial Times marked the occasion of Warsh’s nomination by saying ‘ Arise, Shadow Fed Chair Stan Druckenmiller ’, suggesting that the legendary hedge fund manager who counts both Kevin Warsh and Treasury Secretary Scott Bessent among his proteges is now the most powerful person in the global economy . The FT references ‘people familiar with the matter’ as describing Druck’s relationship with Warsh and Bessent as “ akin to father-son relationships ”, with Warsh in particular sometimes speaking with Druckenmiller “more than a dozen times a day”. Needless to say, markets will now be hanging off of Druck’s every utterance for direction on monetary policy. While that will doubtless be the case, it seems absurd that much divination is actually required to determine where monetary policy in the United States is likely to go. The national debt burden is immense – soon to hit $39 trillion in dollar terms and now above 121% of GDP – and more than 3% of GDP is already dedicated to servicing interest expense. That – as Fed Chair Powell pointed out last week – comes at a time of healthy economic expansion with a labor market close to full employment. With all the understatement of a career central banker, Powell described this cocktail as “unsustainable”. If something is ‘unsustainable’, logically it will not be sustained. So what is likely to change? It won’t be the spending, as the largely futile efforts of DOGE and the fact that ‘manda...

The data center REIT is still a stress-free way to profit from the AI boom. The world's top hyperscalers could spend more than $500 billion to expand their artificial intelligence (AI) infrastructure this year, according to Goldman Sachs' (GS +0.78%) and FactSet's latest estimates. That's more than double their $237 billion in capex in 2024, and that figure should keep climbing over the next few years as the AI market expands. There are plenty of ways to capitalize on that AI boom. However, Equinix (EQIX 0.82%) is one of the simplest and safest plays on that secular expansion, and it pays steady dividends. What does Equinix do? Equinix is one of the world's largest data center real estate investment trusts (REITs). It operates more than 270 data centers in 36 countries across six continents, and it serves over 10,000 customers -- including roughly 60% of the Fortune 500. Equinix enables its customers to directly communicate with each other via over 499,000 metro interconnections, which weave through its cloud-based routers and edge networking services. It claims this "Fabric" ecosystem is larger than the "next 10 competitors combined". It also splits its data centers into smaller, denser units than many other data center REITs, allowing it to serve a broader range of industries and smaller businesses. As an REIT, Equinix owns and leases data centers, rents out that space to hyperscalers and other customers, and splits the rental income with its investors. It's obligated to pay out at least 90% of its pre-tax income as dividends to maintain a lower tax rate. Expand NASDAQ : EQIX Equinix Today's Change ( -0.82 %) $ -6.76 Current Price $ 814.17 Key Data Points Market Cap $81B Day's Range $ 813.22 - $ 825.21 52wk Range $ 701.41 - $ 953.41 Volume 11K Avg Vol 557K Gross Margin 30.89 % Dividend Yield 2.29 % How fast is Equinix growing? From 2020 to 2024, Equinix's adjusted funds from operations (AFFO) per share, which REITs use to gauge their profitability, grew at a CAGR ...

Key Points President Donald Trump has long hinted that he is in favor of a weaker U.S. dollar. The U.S. dollar recently hit a four-year low. Here are several stocks and exchange-traded funds that should perform well with a weak U.S. dollar. 10 stocks we like better than Chevron › Investor angst has been evident in the market over the past year, with certain historically out-of-favor assets (gold and silver, for example) surging higher. President Donald Trump also seems to like what he's seeing, recently calling the dollar's value "great." Trump has long been a critic of the U.S. trade deficit with many countries, so a weaker dollar could help counteract that deficit, although there are always pros and cons of a strong and weak dollar. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Following these remarks, investors seem to think that Trump could continue to implement policies favoring a weak dollar, as the market now listens very closely to Trump's words. Here are three investment strategies to play a weaker U.S. dollar. 1. Precious metals As most investors have likely seen, precious metals have been all the rage. Gold has topped $5,000 per ounce, while silver has topped $100 per ounce. Other precious metals, like copper and platinum, have also performed well. Now, things feel a bit meme-stock-like, as prices have risen much faster than many analysts anticipated, so there's likely to be intense volatility (see silver prices this week, for example). However, that doesn't mean investors shouldn't hold some precious metals, depending on their age and investment strategy. That's why I think building a basket of precious metals to make up 5% to 10% of a multi-asset portfolio makes a lot of sense. An easy way to do this is to purchase abrdn Physical Precious Metals Basket Shares ETF (NYSEMKT: GLTR), which allocates roughly 57% of capital to gold, 35% to silver, 4.2% to palladium, and 3...

一位熟悉相关事宜的新德里官员表示，美国已同意取消因印度购买俄罗斯原油而加征的25%额外关税。 该官员同时证实，印度承诺在五年内采购5000亿美元的美国商品，涵盖诸如数据中心等科技产品、飞机、贵金属、炼焦煤及能源等领域。 责任编辑：丁文武