Key Points Nvidia plans to participate in OpenAI's latest funding round, which could value the company at $750 billion. The chipmaker already has a partnership with the start-up, supplying next-generation Vera Rubin GPUs for its AI-centric data centers. This is one of many investments Nvidia has made in the AI space, so this isn't anything new. 10 stocks we like better than Nvidia › At an event in Taipei this weekend, CEO Jensen Huang made a splash when he said Nvidia (NASDAQ: NVDA) will participate in OpenAI's latest funding round, potentially making "the largest investment we've ever made." "We will invest a great deal of money," Huang told reporters at the event. "I believe in OpenAI. The work that they do is incredible. They're one of the most consequential companies of our time." While Huang didn't specify exactly how much the investment would be, he did say it would be "huge." 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 » The start of something big? OpenAI is in talks to raise as much as $100 billion from a number of well-heeled investors, including Nvidia, Microsoft, Amazon, and SoftBank. This funding round could value OpenAI at $750 billion, making it one of the world's most valuable private companies. Last September, Nvidia announced a "landmark strategic partnership," in which OpenAI would deploy at least 10 gigawatts of AI data centers using millions of the chipmakers next-generation Vera Rubin graphics processing units (GPUs). At the time, Nvidia said it intended to invest up to $100 billion in OpenAI as each gigawatt was brought online. Huang's comments come on the heels of a report that suggested the $100 billion deal was on the rocks, according to The Wall Street Journal. The report, which cited "people familiar with the matter," suggested Nvidia was having second thoughts about the size of the investment, noting that the deal was "nonbinding." When asked about th...

Getty Images Introduction and Thesis The share price of Alaska Air Group ( ALK ) has fallen 37% from its February 2025 peak. Since then, the share price has traded in a wide range between $37 and $66, standing today at $53 per share. This description of events is reflected in the chart below. The drawdown reflects a negative earnings re-rating driven by softer demand since February, higher fuel-related margin pressure, and technology-related operational disruptions that increased costs and weighed on traveler confidence. Seeking Alpha My thesis is that the stock is undervalued at today’s price. I think that what happened last year was a series of incidents or setbacks that in turn created excessive selling pressure on the stock. As we will see later, the company is improving its revenues and its proposed combination with Hawaiian Airlines , which remains subject to regulatory approval and customary closing conditions. It's meeting the milestones set by its management, which, combined with an increase in revenues and a decrease in costs, leads me to consider the thesis as a risky tactical purchase. I do not believe this is a suitable investment for everyone due to its situation, and only readers who are willing to accept high volatility should buy, with a limit of 3-5% of their portfolio. For everyone else, I recommend staying out of the market for the time being. To give readers some context, Alaska Air Group operates Alaska Airlines and Horizon Air and has a proposed combination with Hawaiian Airlines pending regulatory approval, establishing a loyalty business model that seeks to monetize beyond airline tickets themselves. It's one of the largest U.S. air carriers and has a network of ancillary services such as McGee Air Services (airport services). The Business Model and Operating Segments: How Alaska Makes Money Company Website The slide above outlines management’s four profit levers. It does so through four levers, such as Network (400M), Product (100M), Loyalt...

VenHub Global (VHUB) said Monday it appointed Ian Rasmussen as executive vice president of global ex Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

格隆汇2月3日｜投票结果显示，法国政府在议会挺过第二次预算的不信任投票。

Silver Place/iStock via Getty Images Investment Thesis I reiterate my buy recommendation on assets that track the main American indices, especially the S&P 500 Index ( SP500 ). This article is part of my weekly series on macroeconomics that started in 2024, and my intention is to analyze the returns for the remainder of the year when the S&P 500 rises in January. I will also analyze a curious rotation that occurred and present the results of my recommended stock portfolio. Context In the last week, we had the appointment of the new FED president and divergent corporate earnings releases, and the S&P 500 touched 7,000 points for the first time. It took 446 days for the index to go from 6,000 points on 11/8/2024 to its current level, and this shows the strong momentum of the market. S&P 500 Index Milestones Level Date Days to Milestone 7,000 1.28.2026 446 6,000 11.8.2024 274 5,000 2.8.2024 1044 4,000 4.1.2021 631 3,000 7.10.2019 1780 2,000 8.25.2014 6048 1,000 2.2.1998 - Click to enlarge I defend my optimistic view for the American stock market every week. However, there are several comments from skeptical investors. It is important to remember that large winning streaks are not uncommon in the American market. Not to mention that there are many more positive years than negative ones in the last 152 years. S&P 500 Returns (Voronoi) But I am not here to talk about such long periods of time. In this sense, we saw an interesting rotation in January 2026, as the Magnificent Seven were surpassed by the other 493 companies. Mag7 vs Other 493 Companies (ZeroHedge) In parallel, there was a large flow of investments into cyclical sectors such as financials, industrials, and materials. Many investors complained that returns were concentrated in a few technology companies; well, this could be the beginning of a contrary movement. Global Sector Flows (EPFR, DB) The Main Insight of the Week Now comes that moment where I share the insight that most caught my attention when creating...

Novo Nordisk just introduced a GLP-1 pill, but the company makes more than just weight-loss drugs. The big story in the pharmaceutical sector has been the emergence of GLP-1 weight-loss drugs. Novo Nordisk (NVO 0.73%) was an early leader in the space. However, Eli Lilly's (LLY +0.66%) GLP-1 version quickly surpassed it, prompting some on Wall Street to dump Novo Nordisk and buy Eli Lilly. But Novo Nordisk could be the better bargain if you think long-term. Wall Street likes a good story Investors can be pretty irrational over short periods, often rushing like lemmings into hot stocks. That's what appears to be happening among investors buying GLP-1 stocks today. When Novo Nordisk introduced Ozempic to the world, investors jumped on board, recognizing the significant impact this diabetes drug could have on patients seeking help with weight-loss. It began marketing a drug, Wegovy, specifically to help with weight loss. When Eli Lilly's GLP-1 variation, Mounjaro (for diabetes) and Zepbound (for weight loss), proved more attractive to patients, Novo Nordisk's stock tanked, while Eli Lilly's rose. There's really nothing shocking in any of this. Wall Street operates like this all the time. Yet there are implications to consider when stocks move up and down in dramatic fashion. One of the biggest considerations is valuation, which is more art than science. But the effect of the different price moves here has been pretty clear. Eli Lilly's price-to-earnings ratio (P/E) is a lofty 50, while Novo Nordisk's is around 18. Lilly's P/E is currently below its five-year average of 55, but Novo Nordisk's five-year average P/E is 30. All in, the latter is cheaper on both an absolute basis and relative to its own history. Novo Nordisk is offering a generous 2.8% dividend yield versus a miserly 0.6% yield for Eli Lilly. Novo Nordisk isn't just a GLP-1 maker To be fair, you could argue that Novo Nordisk isn't the leader in the GLP-1 space. That's true, but it is still an innovative phar...

CR/iStock via Getty Images Novo Nordisk's ( NVO ) next-generation weight loss medicine CagriSema led to greater weight loss compared to those taking the pharma's other obesity drug, Wegovy (semaglutide). At 68 weeks, those on CagriSema, a combination of cagrilintide and semaglutide, achieved 14.2% weight loss, compared to 10.2% for those on Wegovy. Cagrilintide is an amylin receptor agonist, while semaglutide is a GLP-1 receptor agonist. Topline results from the phase 3 REIMAGINE 2 trial also showed that those on CagriSema had an HbA1C reduction of -1.91 points compared to -1.76 points with Wegovy. CagriSema was given once weekly via subcutaneous injection. Novo Nordisk submitted an application for CagriSema with the US FDA in December. More on Novo Nordisk Novo Nordisk: Momentum Meets Headwinds Before Earnings (Upgrade) Novo Nordisk: Investors May Be In For An Earnings Surprise Novo Nordisk: The Q4 Setup Favors Another Beat (Earnings Preview) Trump admin negotiates 71% discount on Ozempic, Wegovy for Medicare patients Seeking Alpha’s Quant Rating on Novo Nordisk A/S

Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." A meltdown in metals rattles markets, setting off a domino effect in stocks as investors brace for a possible Warsh-led Fed. In AI, Oracle eyes a massive $50-billion funding push while Nvidia’s CEO cools expectations around OpenAI. And on earnings—Disney’s outlook disappoints as a new CEO contender emerges, while Porsche weighs cutting electric sports cars to rein in costs. (Source: Bloomberg)

The materials sector is showing signs of life with an impressive 8.64% gain for the S & P 500 Materials Index in January. This strength reflects improved long-term momentum for the sector, both on an absolute basis and relative to the S & P 500 Index (SPX) . This prompted us to review the sector from a bottom-up perspective, and we discovered Dow Inc. (DOW) as a chemical stock undergoing a potential turnaround. In the second half of 2025, DOW found a footing near long-term support from the 2020 low, near $22. After a strong showing in January, the stock flashed a new long-term oversold upturn, indicating a major low has likely been established on the chart. Long-term momentum has also improved, as reflected by the monthly MACD. In mid-January, DOW broke out above its 200-day (40-week) moving average (MA) and has pushed into the weekly cloud (above $28.00) after digesting its earnings report. The weekly MACD is turning positive in a bullish intermediate-term development, suggesting DOW will see upside follow-through over the next 2-3 months. The top of the cloud is the next major resistance level on the chart, which meets with a Fibonacci retracement level near $35.80 in mid-April. On the daily chart, initial support is well-defined by former highs from last September and October, which roughly align with the 200-day moving average near $25.50. Because turnaround opportunities are higher risk in nature, we recommend using a stop-loss to manage risk. Consecutive daily closes below $25.50 would be a reason to reduce exposure. Finding opportunities in former laggards that have new catalysts can be additive to performance at the portfolio level. DOW appears to be emerging from a long-term base with improving momentum, suggesting it can rebound in 2026 alongside the broader materials sector. —Katie Stockton with Will Tamplin Access research from Fairlead Strategies for free here . DISCLOSURES: None. All opinions expressed by the CNBC Pro contributors are solely their opin...

格隆汇2月3日｜市场消息：在两项不信任动议均告失败后，法国已通过2026年预算案。

Intel (INTC) stock has gained about 25% year to date as of Monday morning, Feb. 1, according to Yahoo Finance. Meanwhile, the S&P 500 ETF (SPY) is up 1.47% in the same period, so Intel's shares are outpacing the S&P 500 by over 23.5%. The outperformance is impressive given shares fell 17% ...

SharpLink Gaming connects sports fans and publishers to betting operators through affiliate marketing and data-driven acquisition solutions. What happened According to a SEC filing dated February 2, 2026, Apeiron Capital Ltd sold all 1,354,400 shares of SharpLink Gaming (SBET 11.60%) during the fourth quarter. The estimated transaction value was $23.04 million, calculated using the average closing price for the period. The fund’s quarter-end position in SharpLink Gaming dropped to zero, with the reported stake’s value decreasing by $23.04 million. What else to know Direction recap: The fund sold out its entire SharpLink Gaming holding; the position now represents zero of reported 13F assets under management. Top holdings after the filing: NYSE:ONON: $36.99 million (42.8% of AUM) NASDAQ:SMMT: $22.90 million (26.5% of AUM) NASDAQ:QFIN: $19.80 million (22.9% of AUM) NYSEMKT:KWEB: $4.26 million (4.9% of AUM) NYSE:VRT: $2.53 million (2.9% of AUM) As of January 30, 2026, SharpLink Gaming shares were priced at $8.88, up 62.6% over the past year with a 48.3 percentage point alpha versus the S&P 500. Apeiron Capital is undergoing broad liquidation, with a 59% reduction in 13F reportable assets this quarter. Company Overview Metric Value Revenue (TTM) $13.11 million Net Income (TTM) ($1.03 million) Price (as of market close 2/1/26) $8.88 One-Year Price Change 62.6% Company Snapshot SharpLink Gaming offers affiliate marketing services, sports gaming client solutions, free-to-play games, and enterprise telecom expense management, with primary revenue from connecting sports fans and publishers to sports betting and iGaming operators. It operates a multi-segment business model focused on affiliate marketing, data-driven player acquisition, and enterprise software solutions for the gambling and telecom sectors. The company serves sports fans, sports media publishers, and global iGaming operators seeking qualified traffic, player acquisition, and retention solutions. SharpLink Gami...

Sarr featured for Strasbourg in their 2-1 defeat at home to Paris St‑Germain on Sunday night, which is likely to be his final match for the Alsace club. Last January, Chelsea completed their first permanent signing from Strasbourg since the two clubs came under the same BlueCo ownership, in a £12m deal. Sarr made one substitute appearance for Chelsea as they won the Club World Cup in the summer before returning to Strasbourg on loan in August. Recently appointed Chelsea head coach Liam Rosenior described Sarr as "my son", with "scary" potential to become "world class" during his spell in charge of Strasbourg last season. The defender's return, after winning the Africa Cup of Nations as a starter for Senegal in January, is likely to provoke anger among Strasbourg supporters. Protests from a minority of fans earlier in the season intensified when Rosenior left the club to replace Enzo Maresca, who had fallen out with senior figures at Chelsea and departed on New Year's Day. Along with Fofana's loan move, deals that see Sarr and Anselmino swap places are the 10th and 11th deals between the two clubs this season, including the one that saw Rosenior move for a compensation fee from France to England. Chelsea's defence has not performed at the level of their attack in the Premier League this season and they rank only 11th for expected goals (xG) against despite having conceded the joint-third fewest goals. Yet Chelsea can strengthen their defence in the short term by bringing back a player Rosenior likes working with, while they will re-double their efforts to sign a centre-back in the summer. They are also interested in signing another midfielder and an attacker, having briefly expressed an interest in now-Aston Villa loanee Douglas Luiz and Manchester City winger Antoine Semenyo over the winter period.

格隆汇2月3日｜据福克斯新闻：美国内政部长谈及古巴问题时表示，随着政府更迭，投资潜力将大幅提升。

Can Strong Data Center Revenues Boost AMD's Topline in Q4 Earnings? The Globe and Mail

甲骨文有望在AI融资相关的债券销售中募集250亿美元 2026-02-03 02:46:21 来源： 同花顺7x24快讯 分享 文章提及标的 甲骨文 -- 甲骨文（ORCL）有望在AI融资相关的债券销售中募集250亿美元。(财联社)

There are lots of quantum computing start-ups, but IBM, America's first tech company, has led the pack since the 1970s, and is set to continue that dominance through 2026 and beyond. International Business Machines (IBM +2.99%), better known by its initials IBM, is proof that an old dog can always learn new tricks. IBM was founded back in 1911, and, despite being about a century older than most other tech companies, it's remained a highly adaptable company that often leads the pack in terms of innovation. And the company has emerged as an early leader in quantum computing. There are other quantum computing companies out there like Rigetti Computing or D-Wave Quantum, but none of them have the resources and reputation that IBM does. Wall Street seems to be betting on the elder statesman too, because IBM's bleeding-edge Nighthawk quantum processor is proof that the first tech giant can teach these young whippersnappers a thing or two. Computers that can break physics First, a brief explainer on quantum computers, because the technology does sound like something out of science fiction. A quantum computer uses quantum bits (qubits) to run complex equations, calculations, and models. A normal or "classical" computer like the one you likely have at home uses bits to store and process data. Bits are either on or off, expressed as a 1 or a 0 in binary code. Qubits exist as both a 1 and a 0 simultaneously until observed, at which point they become a 1 or a 0. This breaks the Pauli Exclusion Principle of the laws of physics that state two objects cannot exist in the same place at the same time. But qubits exist in a state of quantum superposition. The result of this quantum weirdness is that quantum computers are incredible at breaking encryption and running complex equations that it would take a classical computer practically forever to complete. But they are terrible at normal computer things, like running Microsoft Office. IBM currently has 2,299 qubits available for use b...

格隆汇2月3日｜据福克斯新闻：美国内政部长在谈及古巴政权是否可能垮台时表示，绝对有可能。

is a senior editor following news across tech, culture, policy, and entertainment. He joined The Verge in 2021 after several years covering news at Engadget. Posts from this author will be added to your daily email digest and your homepage feed. Emails released by the Justice Department on Friday appear to show that former Windows boss Steven Sinofsky not only consulted Jeffrey Epstein for help in securing his $14 million “retirement” package in November of 2012, but also in working on future career steps at other companies like Samsung or Apple. One document appears to show that a couple of weeks after Sinofsky’s departure was announced, Epstein wrote to him saying Apple CEO Tim Cook was “excited to meet.” There was just one hitch, though: Epstein said Cook had heard Sinofsky was starting a company with “farstall.” Epstein wasn’t sure of the spelling — many of his messages have typos — but it appears he was referring to former iOS VP Scott Forstall, whose exit from Apple had been announced one month before. What appears to be a 2012 email exchange between Jeffrey Epstein and Steven Sinofsky. Justice Department Despite that, an email exchange six months later finds Sinofsky saying he did meet with Cook, and that the Apple boss told him “we should talk when I want to work full time.” In between those messages, another email between Epstein and an “Ian Osborne” shows Osborne messaging that he “Will call this afternoon. Was with Tim Cook this morning.” Osborne’s email address is redacted, but it appears that this message is from the British investor Ian Osborne, who was reportedly a “fixer to billionaires” prior to launching a SPAC, Social Capital Hedosophia, in 2017 with Chamath Palihapitiya. Last year, FT reported that a court case in London revealed that Osborne and Epstein were sending emails back and forth in 2012 discussing lobbying political figures and bank insiders in an attempt to get “our friend” Jes Staley appointed CEO of Barclays. Apple did not respond to...

甲骨文有望在AI融资相关的债券销售中募集250亿美元。（彭博）

Devon And Coterra To Create Shale Giant In $58-Billion Merger Deal By Tsvetana Paraskova of OilPrice.com Devon Energy and Coterra Energy announced on Monday a definitive agreement to merge and create a premier shale operator in an all-stock transaction, implying a combined enterprise value of about $58 billion. The deal, announced today after weeks of speculation , would create a company with a significantly increased position in the premier part of the Permian Basin and operations in the Marcellus Shale and Anadarko Basin. The deal will create one of the top shale producers with pro-forma third quarter 2025 production exceeding 1.6 million barrels of oil equivalent (Boe) per day, including over 550,000 barrels of oil per day and 4.3 billion cubic feet of gas per day, the companies said. The combined company will be named Devon Energy and will be headquartered in Houston while maintaining a significant presence in Oklahoma City. Devon and Coterra expect to realize $1 billion in annual pre-tax synergies with the deal. Lower oil prices have shale producers considering how they can boost investor returns when expanding drilling at $60 a barrel oil or lower is eating the margins. In terms of drilling opportunities, the combined company will have the largest inventory in the Delaware basin with a breakeven of below $40 per barrel, according to Devon’s presentation of the merger deal. The combined company will also have top-tier capital efficiency in each basin, with operations in the Permian, Anadarko, Eagle Ford, Marcellus, and the Rockies regions. Under the terms of the agreement, Coterra shareholders will receive a fixed exchange ratio of 0.70 share of Devon common stock for each share of Coterra common stock. Upon completion of the deal, Devon shareholders will own about 54% of the go-forward company and Coterra shareholders will own approximately 46%. The transaction, which was unanimously approved by the boards of directors of both companies, is expected to close i...

Original reporting and incisive analysis, direct from the Guardian every morning

格隆汇2月3日｜以色列国防军：为加强以色列安全基础和恢复作战准备，总参谋长召开会议，审查近期师级作战演习。

小鵬汽車-W：自願公告 2026年1月智能車交付數據 富途牛牛

Drazen_/iStock via Getty Images France is stepping up its pitch to sell new warships to Sweden by showcasing its latest frigate in Scandinavia. The French navy sailed its newly built frigate Amiral Ronarc’h into Gothenburg on Monday as Paris-backed shipbuilder Naval Group competes for a Swedish contract estimated at about $5 billion. Sweden is weighing proposals to acquire four large surface combatants, its first major warship purchase since the 1980s, Bloomberg News reported. The contest has narrowed to three European suppliers: Naval Group, Britain’s Babcock International Group ( BCKIF ) ( BCKIY ), and Spain’s Navantia . Swedish Defense Minister Pal Jonson said earlier this year that the government expects to choose a supplier in the spring. The procurement reflects a broader shift across Europe, where NATO members are accelerating defense spending following pressure from Donald Trump and rising concerns about security in the Baltic region, particularly related to Russia. Sweden has pledged to raise defense spending to NATO’s new 3.5% target by 2030, supported by a borrowing plan of roughly 300 billion kronor. Elsewhere in the region, Norway last year selected British-built frigates in a deal worth around $13 billion, while Denmark is also preparing to choose a supplier and has signaled it may align its decision with Sweden’s. The French frigate previously docked in Copenhagen as part of its regional tour. Sweden’s procurement agency opted last year to pursue an off-the-shelf design rather than develop a custom ship with domestic defense firm Saab ( SAABF ) ( SAABY ), opening the door to foreign bidders. Spain recently sent an older frigate to Stockholm to promote its offer, highlighting its ability to deliver a modified design quickly. Aboard the Amiral Ronarc’h, Captain Nicolas Guiraud highlighted the ship’s sonar, combat systems and Aster 30 missiles, noting that the vessel is nearing the end of its sea trials. Naval Group executive Guillaume Weisrock described...

格隆汇2月3日｜瑞士央行行长施莱格尔：央行储备中没有美国国债的替代品。

MOZCO Mateusz Szymanski/iStock Editorial via Getty Images Uber: From A Story Stock To A Margin Stock Until a few years ago, Uber ( UBER ) was considered a pandemic winner that still belonged to the basket of growth-story stocks. However, while many stocks in that category were soon punished by the market after the tailwinds from the pandemic ended, Uber has been able to successfully pivot from cash-burning practices to a platform focused on margins, profits, and cash generation. As we all know, it connects independent drivers with people who need to share an urban ride, but it has also entered the food delivery and the freight services businesses. In other words, the company is a leading player among MaaS (Mobility-as-a-Service) companies. The way it generates its revenues is widely known: it applies service fees and commissions on the bookings that the platform receives. When we look at its revenue mix, as of Q3 2025, we see that mobility made up 57% of total revenues, bringing in $7.68B; food delivery was in second place with a 33% weight and $4.48B; freight only accounted for 10%, with $1.31B in revenues. The profitability of the three divisions varies: Mobility reports an adj. EBITDA margin of 8.1%; food delivery reaches a 3.9% adj. EBITDA margin, while the freight services segment is still unprofitable with a -1.5% margin as of Q3 2025. Overall, however, the company has been able to grow its EBITDA at a quick pace: in just one year, it achieved 33% growth, reporting a quarterly EBITDA of $2.26B at the end of Q3. This is why we have to admit that Uber has truly entered into a new phase of its story. UBER Q3 2025 Earnings Presentation The graph below shows well how Uber has flexed its scale and has truly focused on profitability. Look at what happened since January 2024. Its revenue grew 18%, its EBITDA is up by 132%, its net income grew by 357%, and its EPS is up 422%, thanks to the $6.5B deployed to repurchase common stock. It is true that in Q3 Uber's net inco...

格隆汇2月3日｜瑞士央行行长施莱格尔：预计未来几个月瑞士通胀将上升。

國共兩黨智庫論壇 在北京舉辦 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】國共兩黨智庫論壇在北京舉辦，是時隔近10年國共兩黨恢復機制化交流。 論壇主題為「兩岸交流合作前瞻」，國共兩黨及兩岸旅遊、工業、科技、醫療、環保等界別代表人士、專家學者出席論壇，圍繞兩岸旅遊、產業、環境與永續發展交流合作等議題深入交流研討。出席論壇的國民黨智庫交流團由中國國民黨副主席蕭旭岑、中國國民黨智庫副董事長李鴻源帶隊。除論壇主活動，交流團在北京亦有參訪行程。

格隆汇2月3日｜瑞士央行行长施莱格尔：如有必要，我们可以在外汇市场进行干预。