Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Navitas Semiconductor has shifted its focus away from lower margin mobile and consumer segments toward higher margin markets such as data center infrastructure and industrial electrification. The company is partnering with Nvidia to supply power solutions for AI and data center applications. Navitas is also targeting customers in sectors such as electric vehicles and AI infrastructure, aiming to deepen its role in fast growing end markets. For investors watching NasdaqGM:NVTS, this pivot comes with the stock trading at $8.58 and a 1 year return of 195.9%. Over 3 years, the share price return is 51.9%, while the 5 year return is a 28.1% decline, highlighting a mixed longer term picture alongside recent strength. The move toward higher margin power solutions for data centers, industrial uses and EVs, alongside the Nvidia partnership, may influence how investors view Navitas’s earnings mix and risk profile over time. As this shift unfolds, the key question is how quickly the newer business lines can scale and how consistently the company can win designs in AI and electrification projects. Stay updated on the most important news stories for Navitas Semiconductor by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Navitas Semiconductor. NasdaqGM:NVTS Earnings & Revenue Growth as at Feb 2026 How Navitas Semiconductor stacks up against its biggest competitors Navitas Semiconductor’s move toward higher margin data center infrastructure and industrial electrification, anchored by its partnership with Nvidia, shifts the company closer to areas where peers like ON Semiconductor and Wolfspeed are also competing for AI and EV power design wins. For you as an investor, the key implication is that success now depends less on volume consumer chargers and more on securing long-durat...

FedEx ( FDX ) announced on Monday that it utilized AI to offer improved digital tracking and returns capabilities designed for shippers. The AI tools are expected to simplify the customer experience after checkout. The shipping giant said the AI-powered white-label FedEx Tracking+ and FedEx Returns+ digital tools can be embedded in customer websites and apps to enhance post-purchase tracking and returns experiences for their own customers. Built in collaboration with parcelLab, the tools use automation to answer common delivery and return questions, provide performance insights, detect patterns and anomalies in shipment data, and dynamically adjust returns policies and workflows based on merchant-defined rules, aiming to improve both customer experience and operational efficiency. ParcelLab data indicated potential benefits such as 42% fewer “Where is My Order” inquiries, 85% higher customer retention, and 42% more repeat purchases when merchants use proactive, personalized post-purchase communications and fully branded tracking pages. "By combining our robust logistics network with an AI-powered, post-purchase experience, we are delivering a seamless solution for deliveries, returns, and customer communications," highlighted FedEx ( FDX ) Senior Vice President Jason Brenner. "This approach turns the post-purchase stage from a routine step into a powerful driver of trust, efficiency, and growth," he added. More on FedEx FedEx: B2B Mix Shift, Structural Cost Cuts, Easing Macro, And EPS Growth Support Attractive Upside FedEx Corporation: Stay Hold Rated Because Of The Near-Term Earnings Volatility FedEx Corporation (FDX) Q2 2026 Earnings Call Transcript FedEx is a top pick at BofA ahead of the thesis-altering spin-off Notable analyst calls this week: Intel, AMD and Adobe among top picks

00:03 Speaker A It's time for Yahoo Finance's Market Minute. 00:06 Speaker A The partial government shutdown will impact this week's release of the January jobs report. 00:10 Speaker A The Bureau of Labor Statistics announced today that it suspended data collection, processing and dissemination. 00:16 Speaker A The BLS says the report will be rescheduled upon the resumption of government funding. 00:20 Speaker A As of this afternoon, Polymarket odds predict the shutdown will last more than five days. 00:24 Speaker A Meanwhile, the US and India have reached a trade agreement that significantly reduces tariffs on Indian goods. 00:29 Speaker A The President said he would lower his 25% tariff on Indian goods to 18% after he and Narendra Modi agreed to a phone call that they will stop buying Russian oil. 00:41 Speaker A Modi confirmed the agreement posting on X that Made in India products will now have a reduced tariff of 18%. 00:48 Speaker A And Elon Musk is in advanced talks to combine SpaceX with XAI. 00:52 Speaker A According to Bloomberg, they may announce an agreement as soon as this week. 00:56 Speaker A And that's your Yahoo Finance Market minute. For more on what's trending on Yahoo Finance, scan the QR code below to track the best and worst performing stocks of the trading session.

Earnings Call Insights: Alliance Resource Partners (ARLP) Q4 2025 Management View Cary Marshall, Senior VP & CFO, reported "adjusted EBITDA was $191.1 million, up 54.1% from the fourth quarter of 2024, and up 2.8% compared to the third quarter of 2025." He stated net income attributable to ARLP was $82.7 million, or $0.64 per unit, driven by lower operating expenses, reduced impairment charges, and higher investment income, including a $17.5 million increase in the fair value of a coal-fired power plant investment. Total revenues were $535.5 million in the quarter, with a decrease primarily due to lower coal sales and transportation revenues, partially offset by record oil and gas royalty volumes. "Average coal sales price per ton for the 2025 quarter was $57.57, a 4% decrease versus the 2024 quarter and a 2.1% decrease sequentially." Marshall highlighted the performance at the Hamilton Mining Complex, noting "record production volumes and saleable yield during the 2025 full year." In Appalachia, decreased coal sales volumes stemmed from timing of committed sales and operational disruptions at the Mettiki mine. Mettiki expects to fulfill existing contractual commitments through March 2026, after which sales volumes are expected to decline significantly. In oil and gas royalties, Marshall reported "segment adjusted EBITDA of $30 million" and detailed acquisitions totaling $14.4 million. He added, "total net leverage ratios improved to 0.66 and 0.56x debt to trailing 12 months adjusted EBITDA," and that Alliance ended the quarter with $518.5 million in liquidity. The company generated $93.8 million in free cash flow and paid out 77.7% of distributable cash flow, maintaining a distribution coverage ratio of 1.29x. Joseph Craft, Chairman, President & CEO, stated "Alliance delivered solid performance during the fourth quarter and full year 2025, highlighted by resilient coal generation across our core markets, consistent operating performance from our Illinois Basin mine...

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Reports suggest Tesla and SpaceX are exploring a potential merger, with xAI also mentioned as a possible part of a broader restructuring of Elon Musk's companies. Tesla is reported to be discontinuing production of its Model S and Model X vehicles to free factory capacity for its Optimus humanoid robot and robotaxi operations. These shifts point to a possible reshaping of Tesla from a pure electric vehicle maker toward a wider focus on robotics and AI under Musk's umbrella of businesses. Tesla, listed on NasdaqGS:TSLA, is entering this potential restructuring phase with its shares at $430.41 and a 12.2% return over the past year. Over 3 years the stock is up 121.0%, while the 5 year return stands at 49.5%. This gives important context for how much investor expectations have already adjusted to Musk's wider ambitions. For you as an investor, these reports raise questions about what Tesla might look like if vehicles become a smaller part of the story and robotics, AI and possible integration with SpaceX become central. The coming decisions on any merger structure and capital allocation between cars, robots and software could become key drivers of how the NasdaqGS:TSLA investment case is framed over the long term. Stay updated on the most important news stories for Tesla by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Tesla. NasdaqGS:TSLA 1-Year Stock Price Chart Why Tesla could be great value Quick Assessment ❌ Price vs Analyst Target : At US$430.41, Tesla trades about 3% above the US$418.76 analyst target, slightly above where consensus sits today. ❌ Simply Wall St Valuation : Tesla is described as trading 232.6% above estimated fair value, which flags a stretched valuation. ❌ Recent Momentum: The 30 day return of a 1.75% decline suggests the share price has eased into this merger and pivot narra...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. NVIDIA (NasdaqGS:NVDA) is no longer moving ahead with a previously floated US$100b investment in OpenAI in its original form. The plan is now expected to be significantly smaller or reshaped after internal concerns and a reassessment of terms. CEO Jensen Huang has described the original commitment as non binding and highlighted business discipline as a key factor in the rethink. NVIDIA sits at the center of the AI chip supply chain, supplying the graphics processing units and systems that power training and inference for models used by OpenAI and others. This stalled US$100b plan relates directly to that role, since it involves not only capital flows between the two firms but also how future chip allocations, infrastructure buildouts, and shared projects might be structured. For you as an investor, the shift raises questions about how NVIDIA and OpenAI balance deep partnerships with the flexibility to work with multiple counterparties. As more AI players compete for compute, contracts, and ecosystem influence, changes like this can affect who receives priority access to hardware, which business models are supported, and how concentrated or diversified key relationships become. Stay updated on the most important news stories for NVIDIA by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on NVIDIA. NasdaqGS:NVDA 1-Year Stock Price Chart Why NVIDIA could be great value For NVIDIA shareholders, the stalled US$100b OpenAI plan looks less like a retreat from AI and more like a reset on terms and risk. Jensen Huang has been clear that the headline figure was non binding, and current talks around a smaller, equity based commitment still keep NVIDIA closely tied to OpenAI while limiting concentration in a single customer, especially as hyperscalers such as Microsoft, Amazon and...

OpenAI称，Codex应用今日在MacOS上线。(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。

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. QUALCOMM (QCOM) is drawing attention after recent share price weakness, with the stock showing negative returns over the past month and past 3 months. This has prompted investors to reassess its current valuation and long term profile. See our latest analysis for QUALCOMM. At a share price of US$151.59, QUALCOMM’s recent 30 day share price return of a 12.37% decline and year to date share price return of a 12.37% decline contrast with a 3 year total shareholder return of 22.07%. This suggests momentum has cooled after earlier gains. If QUALCOMM’s recent pullback has you reassessing your watchlist, it could be a good moment to see what else is moving in high growth tech and AI stocks. So with QUALCOMM trading at US$151.59, showing recent share price declines but an implied intrinsic discount and a gap to the average analyst price target, is there still an opportunity here or is the market already pricing in future growth? Most Popular Narrative: 49.5% Undervalued QUALCOMM’s last close at $151.59 sits well below a narrative fair value of $300, which frames it as a much bigger story than the recent share price suggests. Qualcomm is a steady-growth backbone of the AI era, a proven, cash-generating semiconductor leader that is quietly positioned for a major re-rating. While most attention is on data center chips from NVIDIA or AMD, Qualcomm is building the connective layer that will bring AI to the edge, powering devices, drones, vehicles, and robots that think and communicate in real time. The company is effectively using its dominant smartphone business as a cash engine to expand into automotive, IoT, and industrial AI applications, giving it exposure to multiple secular growth drivers without the same volatility as pure-play AI chipmakers. I see Qualcomm as a lower-risk, high-upside compounder, a br...

Assessing Qualcomm (QCOM) Valuation After Recent Share Price Weakness And Long Term Growth Narrative Yahoo Finance

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 ...

There are no significant events for this country at this time. Select ‘All’ to see top events in other countries or view all events.

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...