Elon Musk plans to merge SpaceX with xAI, according to people familiar with the matter. The combined company would have a valuation of $1.25 trillion according to sources. Bloomberg's Ed Ludlow reports. (Source: Bloomberg)

格隆汇2月3日｜美国总统特朗普：对美联储主席鲍威尔的调查应进行到底。

Global publicly syndicated bond issuance has reached $1 trillion in record time as borrowers seize soaring demand to lock in relatively cheap costs. The threshold was passed on Monday, according to data compiled by Bloomberg, after Oracle Corp. raised $25 billion in the year’s biggest corporate bond sale. In previous years, that milestone has been hit later — on Feb. 7 in 2024, and on Feb. 11 last year. More than 40% of this year’s volume consists of bonds sold by governments, the data show. Financial firms are closely behind at nearly 35% of overall supply, including Goldman Sachs Group Inc.’s record $16 billion deal. Corporations, especially tech firms, are expected to start making up a larger share of supply as quarterly results get released and firms emerge from so-called earnings blackouts. AT&T Inc. and International Business Machines Corp. sold large deals late last week, and the shift is set to continue. February and March have been among the busiest months of issuance the past four years for the tech, media and telecom sectors, according to JPMorgan Chase & Co. strategists. AI Hyperscalers Piling Into One of Busiest Bond Markets Ever Global Bond Binge Heats Up With Record Deal for Italy Europe Firms Tapping Dollar Debt Market at Record Pace, UBS Says Oracle’s offering comes as more than $3 trillion is projected to be needed for funding data centers for artificial intelligence efforts. Complacency concerns have persisted, following a record year of global bond issuance in 2025 and as investor demand has helped push borrowing spreads to the lowest levels in decades . Some fund managers are paring their purchases of corporate notes. Among the records set to open 2026 was the most-active January ever for issuance of euro-denominated notes and US high-grade corporate bonds . Jan. 7 had a record amount of proceeds in Europe for any day, just after US investment grade had its busiest-ever back-to-back sessions . Bonds haven’t been the only historically active cred...

Anti-ICE protesters should want more Palantir in government, CEO Karp says CNBC

The U.S. agreed to cut tariffs on India to 18% from 50% after India agreed to stop buying Russian oil. India was subject to a 25% "reciprocal" tariff and an additional 25% for purchasing Russian oil. In a Truth Social post on Monday, Trump said India's Prime Minister "agreed to stop buying Russian Oil, and to buy much more from the United States and, potentially, Venezuela."

Palantir Rebuts Bears With Earnings Beat, Guidance Above Views Investor's Business Daily

Micron Technology Options Spot-On: On February 2nd, 411.23K Contracts Were Traded, With 2.21 Million Open Interest 富途牛牛

格隆汇2月3日｜恩智浦半导体(NXPL.O)盘后下跌6.5%，财报显示Q4盈利不及预期。

The S&P 500 Index ($SPX) (SPY) on Monday closed up +0.54%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up +1.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.73%. March E-mini S&P futures (ESH26) rose +0.57%, and March E-mini Nasdaq futures (NQH26) rose +0.76%. Stock indexes settled higher on Monday as signs of strength in US manufacturing activity bolstered optimism about the economic outlook, following the release of the Jan ISM manufacturing index, which expanded by the most in more than 3.25 years. Also, strength in chip makers and AI-infrastructure stocks supported gains in the broader market on Monday. 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. Comments from Atlanta Fed President Raphael Bostic were bearish for stocks on Monday, when he said, "We have so much momentum in the US economy that the Fed needs to keep the policy rate in a mildly restrictive stance," and therefore doesn't project any rate cuts for 2026. Energy producers were under pressure Monday, as WTI crude oil prices sank by more than 4% amid easing geopolitical risks 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 retreated on Monday as Bitcoin (^BTCUSD) tumbled 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% on Monday 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 partial US governmen...

GameStop (GME) has been one of the more popular stocks on Wall Street for the last several years, going back to 2021 when a short squeeze and the r/WallStreetBets army on Reddit (RDDT) made meme stocks something to watch. Ryan Cohen, the co-founder of Chewy (CHWY), took over as CEO in an attempt to reinvent the company. Cohen slashed spending, closed hundreds of stores, invested in Bitcoin (BTCUSD), and eliminated long-term debt to return the company to profitability. Now, Cohen appears to be eyeing the next step. The CEO recently told CNBC that the company is working to complete a “very, very, very big” purchase of a larger consumer company. “It’s transformational,” he said. “Not just for GameStop, but ultimately, within the capital markets … this is something that really has never been done before within the history of the capital markets.” While Cohen didn’t name the companies that GameStop is targeting, he said it is seeking undervalued publicly traded consumer companies with scalable growth prospects. He said the deal, if successful, could make GameStop worth several hundred billion dollars — a huge statement considering GME stock currently has a market capitalization of just $10.7 billion. “If it works, it’s genius. If it doesn’t work, then, you know, it will be totally, totally foolish,” Cohen said. Wow. Talk about rolling the dice. But Cohen has a solid track record, so let’s take a closer look at GameStop today. About GameStop Stock Headquartered in Grapevine, Texas, GameStop is a specialty retail company that sells new and pre-owned video game consoles, games, and accessories. In the company’s heyday, it was a popular place for people to pick up new titles or sell back unwanted video games. But after Sony and Microsoft (MSFT) changed the business model for the PlayStation and Xbox by making games downloadable, GameStop sales slumped. Under Cohen’s leadership, GameStop has evolved as a seller of apparel, collectables, and items such as Pokémon cards. It’s a...

Installed Building Products ( IBP ) announced the acquisition of Thermo-Tech Mechanical Insulation, Biomax Spray Foam Insulation, and CKV Finished Products. Thermo-Tech was acquired on February 2, 2026, and generates ~$13M in annual revenue. Thermo-Tech provides mechanical insulation services for commercial and industrial applications across the Midwest. Biomax was acquired on January 19, 2026, with ~$5M in annual revenue. Biomax installs spray foam and fiberglass insulation serving residential and commercial markets across the South-Central U.S. CKV was acquired on December 11, 2025, and generates ~$4M in annual revenue. CKV installs complementary building products such as shower doors, shelving, mirrors, and bath accessories for new residential markets in the Midwest. More on Installed Building Products Installed Building Products: Limited Recovery Visibility With Elevated Valuation Installed Building Products, Inc. 2025 Q3 - Results - Earnings Call Presentation Installed Building Products, Inc. (IBP) Q3 2025 Earnings Call Transcript ClearBridge Small-Cap Growth trims Duolingo, Biohaven, QLYS; Adds PTGX, SSD, BETA, DYN in Q4 Installed Building Products pPrices $500M senior notes due 2034

格隆汇2月3日｜据The Information：SpaceX首席财务官布雷特·约翰逊原定于美东时间周一下午5点（北京时间周二早上6点）与投资者举行电话会议，讨论公司与xAI合并事宜。

straga/iStock via Getty Images U.S. natural gas futures plummeted Monday by the most for a front-month contract in 30 years, all but erasing the recent gains related to lower-than-usual temperatures in the U.S., as mid-February weather forecasts for the eastern half of the U.S. shifted significantly warmer even as current frigid temperatures continue to pound much of the country. Private forecaster Commodity Weather Group showed a loss of 26.3 heating degree days - a measure of demand for furnace fuels - which likely would reduce demand for natural gas and cut the likelihood of cold weather-related supply disruptions. The Nymex March contract ( NG1:COM ) closed -25.6% to $3.237/MMBtu in the front-month's largest one-day percentage decline since December 22, 1995, posting its lowest settlement value since January 16. Among natural gas producers in Monday's trading: Comstock Resources ( CRK ) -9.5%, Antero Resources ( AR ) -7.6%, Range Resources ( RRC ) -6.4%, EQT ( EQT ) -5.1%, Expand Energy ( EXE ) -4.9%, Coterra Energy ( CTRA ) -3.6%. U.S. natural gas production jumped to 111.6B cf/day, the highest since January 20, as production recovered after freezing temps disrupted supplies in U.S. gas-producing basins, which analysts at EBW Analytics said was "a far faster recovery than historic freeze-offs," particularly in the Permian Basin. "Retreating spot demand, rebounding production, and a warming forecast offer a clear 'sightline' to the end of winter," EBW Analytics wrote. Most wells that were offline have fully returned to service, adding to the bearish mood, BOK Financial said in a report. While U.S. storage data this week "could show a record inventory draw, most traders are now focusing on the warmer trending weather with near record production returning," BOK said. ETFs: ( UNG ), ( BOIL ), ( KOLD ), ( UNL ), ( FCG ), ( XLU ) More on natural gas Commodities: Precious Metals Meltdown Deepens Geopolitical Environment Supports Oil As Weather Sends Gas Soaring Commod...

Small-caps and other signs of the ‘rotation’ beyond mega-cap tech were out in force to start February

美国总统特朗普表示，美联储主席候选人将做得很好。(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。

00:00 Speaker A Some viewers might be wondering, why does Nvidia's Jensen Wong, why does he want to invest in Open AI and Anthropic in the first place? Like what's the move? What's the strategy? 00:13 Austin Yeah, so that is a great question. So, the the way that I interpret what Jensen has said all along is that Jensen believes that the his vision is that the whole world, every industry is going to be transformed by accelerated compute by AI. And so if you put yourself in his shoes, your question is, how can you ensure that that vision happens? Obviously, these AI model companies are a big piece in creating that future. They obviously have to train the models, inference them, get them into the hands of customers, support them, you know, build consumer products around them. And Jensen is as an infrastructure platform, you know, he's really incentivized to help make sure his partners can bring value to end customers. Um so, of course, Nvidia has lots of money to invest and so that not only are they investing and making their platforms better, but it would make sense that they would invest in their partners to ensure that their partners can, you know, bring that future to bear as quickly as possible. 01:31 Speaker A If Open A if OpenAI stumbled, Austin, and who knows? I mean, Google Gemini, you know, coming in hot. If Sam Altman stumbled, how exposed would I be to that stumble as an Nvidia investor? 01:52 Austin Yeah, that is really an interesting question. So, you know, what Nvidia investors should feel confident about is that over the past several years, it we've seen diversification. It's not just Open AI anymore that makes these models. It's obviously Open AI, it's Anthropic, it's Google, of course, but then there's also open source uh options. and then even XAI for example, you know, came into the race late and is able to kind of catch up and participate. Obviously, Open AI is a very big customer. They're driving a lot of usage. Microsoft buys a lot of Nvidia GPU...

A SpaceX Falcon Heavy rocket carrying the National Oceanic and Atmospheric Administration's (NOAA) weather satellite Geostationary Operational Environmental Satellite U (GOES-U) lifts off from Launch Complex 39A at NASA's Kennedy Space Center, Florida, June 25, 2024. Miguel J. Rodriguez Carrillo | AFP | Getty Images Elon Musk is combining rocket maker SpaceX with his artificial intelligence startup, xAI, according to reporting from Bloomberg , which cited people familiar with the matter. The agreement was announced in a memo on Monday, Bloomberg reported, adding that the company is expected to price shares in an IPO that would value the combined entity at $1.25 trillion. Public records with the state of Nevada indicate that the deal was completed on Feb. 2, with Space Exploration Technologies Corp. listed as the "managing member" of X.AI Holdings. The deal marks the largest tie-up in Musk's vast business portfolio and brings together two companies that have been soaring in value on the private markets. SpaceX opened a secondary share sale last year at a valuation of $800 billion, while xAI was valued at about $230 billion in a $20 billion round that closed earlier this year. Tesla , Musk's electric vehicle maker and the source of most of his liquid wealth, said last week that it's agreed to invest about $2 billion into xAI. Early Last year, Musk expanded xAI by merging it with his social network X, formerly known as Twitter. XAI is facing a host of new regulatory probes by authorities in Europe, India and California after its Grok AI tools enabled users to easily generate and share sexualized images of children and non-consensual intimate images of adults, mostly women. This is breaking news. Please refresh for updates.

(RTTNews) - Fabrinet (FN) released earnings for its second quarter that Increases, from the same period last year The company's earnings totaled $112.6 million, or $3.11 per share. This compares with $86.6 million, or $2.38 per share, last year. Excluding items, Fabrinet reported adjusted earnings of $3.36 per share for the period. The company's revenue for the period rose 35.8% to $1.132 billion from $833.61 million last year. Fabrinet earnings at a glance (GAAP) : -Earnings: $112.6 Mln. vs. $86.6 Mln. last year. -EPS: $3.11 vs. $2.38 last year. -Revenue: $1.132 Bln vs. $833.61 Mln last year. -Guidance: Next quarter EPS guidance: $ 3.45 To $ 3.60 Next quarter revenue guidance: $ 1.15 B To $ 1.20 B The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

格隆汇2月3日｜美国财长贝森特：沃什将取得良好开局。

(RTTNews) - New Jersey Resources Corp. (NJR) revealed earnings for first quarter that Dropped, from the same period last year The company's bottom line came in at $122.49 million, or $1.21 per share. This compares with $131.31 million, or $1.31 per share, last year. The company's revenue for the period rose 23.9% to $604.85 million from $488.36 million last year. New Jersey Resources Corp. earnings at a glance (GAAP) : -Earnings: $122.49 Mln. vs. $131.31 Mln. last year. -EPS: $1.21 vs. $1.31 last year. -Revenue: $604.85 Mln vs. $488.36 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Palantir Technologies首席执行官卡普（Alex Karp）在周一公布销售额大幅增长时为该公司的监控技术进行了辩护，称其拥有防止政府越权的保障措施，但没有提及在明尼苏达州引起广泛抗议的美国移民执法工作。 这家数据分析公司称，第四季度来自美国政府的收入同比激增66%，达到5.7亿美元。14.1亿美元的总销售额超出了分析师的预期，该公司预计销售额将大幅跃升，部分原因是2026年的政府合同。 该公司股价在盘后交易中涨6%。 与美国移民和海关执法局（ICE）合作的公司正在受到更多的审查，因为在今年1月分别发生的两名美国公民被枪杀事件之后，美国人已经强烈反对ICE的激进策略。该公司去年赢得了ICE的一份合同，为移民执法部门开发监控系统。 “Palantir的政府部门仍然是其成功的关键，其合同已深入联邦系统，”Emarketer分析师JacobBourne说。“然而，该公司的增长故事越来越依赖于其商业业务。” 总部位于丹佛的Palantir公司越来越多地通过其人工智能平台向企业推销军用级人工智能工具，帮助企业整合和开发技术。它已成为表现最好的人工智能股票之一，股价在过去三年里上涨了1700%。 “事实上，防止我们的私人生活受到侵犯的最有效手段就是投资开发一个技术平台，通过细粒度的许可能力对政府的行动和调查进行限制，这一点应该是没有争议的，”卡普在致股东的信中说。 他说，公司的技术可以确保“国家及其代理人只能看到应该看到的内容和功能性审计日志，以遏制外部和内部威胁”。 由于华尔街质疑Palantir的估值过高（12个月前瞻市盈率高达140.5），该公司股价本月迄今下跌超过15%。 收入有望大幅增长 该公司由科技界亿万富翁彼得·蒂尔（Peter Thiel）创立，中情局是其早期支持者之一。该公司预计2026年的收入将在71.8亿美元到72.0亿美元之间，比2025年增长60%以上。 蒂尔是特朗普总统的早期支持者，与华盛顿的主要立法者关系密切，其中包括他在2022年美国参议院竞选中支持的副总统万斯。 Palantir在今年4月赢得了美国移民和海关执法局（ICE）3000万美元的合同，开发一种能识别无证移民并追踪自我驱逐情况的操作系统，截至6月3日，这是该机构自2011年以来46份联邦合同行动中获得的最大单笔合同。 “免于政府无端监控的自由,需要构建一个技术系统，该系...

Seeking Alpha More on NXP Semiconductors NXP Semiconductors: As Self-Driving Advances, Can Auto IoT Keep Driving Growth? NXP Semiconductors N.V. (NXPI) Presents at CES 2026 Prepared Remarks Transcript NXP Semiconductors: Cycle Noise Fading, Earnings Story Takes The Wheel In FY26 NXP edges down following Q4 financial results despite strong growth in IoT and industrial NXP Semiconductors Non-GAAP EPS of $3.35 beats by $0.04, revenue of $3.34B beats by $30M

The fourth quarter earnings season momentum continues this week, with results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighting the calendar. As of Jan. 30, 33% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate an 11.9% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the index and the fifth consecutive quarter of double-digit growth. S&P 500 earnings growth estimates. (Chart: FactSet) Heading into the reporting period, analysts were expecting an 8.3% jump in earnings per share, down from the third quarter's 13.6% earnings growth rate. Wall Street has raised its earnings expectations in recent months, especially for tech companies, which have driven earnings growth in recent quarters. Big Tech results set the tone, as capital expenditures continue apace. Plus, the themes that drove the markets in 2025 — artificial intelligence, the Trump administration's tariff and economic policies, and a K-shaped consumer economy — continue to provide plenty for investors to parse. This week, investors will hear updates from companies including Disney (DIS), Chipotle (CMG), PepsiCo (PEP), Uber (UBER), and Snap (SNAP). LIVE 99 updates Story Continues For the latest earnings reports and analysis, earnings whispers and expectations, and company earnings news, click here Read the latest financial and business news from Yahoo Finance

Vancouver, British Columbia--(Newsfile Corp. - February 2, 2026) - Oracle Commodity Holding Corp. (TSXV: ORCL) (OTCQB: ORLCF) ("Oracle" or the "Company") is pleased to announce the closing of the non-brokered private placement of 2,000,000 units (each, a "Unit") at a price of $0.05 per Unit for gross proceeds of $100,000 (the "Offering") previously disclosed on January 23, 2026. Each Unit consists of one common share of the Company (each, a "Share") and one transferable common share purchase warrant (each, a "Warrant") with each Warrant entitling the holder to purchase one additional Share at a price of $0.06 per Share for a period of three years from issuance. Proceeds of the Offering are expected to be used for working capital and general corporate purposes. The securities issued pursuant to the Offering will be subject to a regulatory four-month and one-day hold period. No finder's fees were paid in connection with this Private Placement. The Offering is subject to certain conditions, including, but not limited to, the receipt of all necessary approvals, including the approval of the TSX Venture Exchange. The securities to be issued under the Offering will have a hold period of four months and one day from the date of closing of the Offering, in accordance with applicable securities laws. About Oracle Commodity Holding Corp. Oracle Commodity Holding Corp. is a mining royalty company holding royalties on several precious metal and critical mineral mining projects. Further information on Oracle Commodity can be found at www.oracleholding.com. ORACLE COMMODITY HOLDING CORP. ON BEHALF OF THE BOARD "Jason Powell" CEO For more information about Oracle Commodity, please contact: Tel: 604.569.3661 Email: info@oracleholding.com Cautionary Note Regarding Forward-Looking Statements Certain statements contained in this news release, including statements which may contain words such as "expects", "anticipates", "intends", "plans", "believes", "estimates", or similar expressio...

Good morning. Metals markets remain in focus after a steep sell-off in gold, silver and other commodities yesterday. All eyes now turn to the Reserve Bank’s first rate decision of the year, with the central bank widely expected to raise its cash rate to 3.85% . - Carmeli Argana, Australian stocks reporter What’s happening now In central Sydney , a queue of people snaked out into the street from an ABC Bullion outlet near Martin Place, queuing up to buy gold on Monday even as prices plummeted. Retail buyers may be betting that the main drivers of gold’s ascent — an increasingly unpredictable Trump and the debasement trade where investors avoid currencies and sovereign bonds — are still intact. More on gold mania: the highest levels of margin debt used to buy stocks since the global financial crisis offers a clue as to why Asia Pacific, including Australian, shares tumbled following a selloff in precious metals. The swiftness of the two-day pullback in precious metals and stocks is fueling speculation some leveraged investors are being compelled to sell assets across their portfolios to meet funding obligations. Sarah Court will become the head of Australia’s markets watchdog and the first woman to take the helm , replacing outgoing chairman Joe Longo. She will start as ASIC chair on June 1 following a transition period, according to a statement from the regulator. Court has been ASIC’s deputy chair since 2021. Australia’s GrainCorp , a leading exporter of wheat and other crops, warned yesterday that a global supply glut would result in sharply lower earnings , sending its shares tumbling to a four-year low. The stock plunged by more than 19% to the lowest since August 2021 at one point. What happened overnight Here’s what my colleague, market strategist Mike “Willo” Wilson says happened while we were sleeping… European and US stock indexes posted solid gains to start the month and a Bloomberg gauge of the dollar reached its daily high after better-than-expected US ma...

Palantir Reports Surging Q4 Growth and Profitability Acceleration TipRanks

Klaus Vedfelt/DigitalVision via Getty Images In March of last year, I believed that shares of Climb Global Solutions, Inc. ( CLMB ) rightfully had climbed to new highs, supported by organic growth and strategic M&A. While shares were not very cheap at mid-twenty times earnings multiples, a solid position and long runway for growth made me upbeat. A stock trading in the $120s has been trading largely flat ever since, all while the market at large has been setting fresh highs, as shares have been underperforming, trading in a $100-$150 range ever since. Software Distribution The above paragraph header very briefly summarizes the activities of Climb, a specialty software distributor that is aiming to become the premier distributor for security, data center, and cloud-based technologies. This is the problem with business, as the emergence of AI has been fueling the market, while the outlook for software and software distribution has been pressured by the same trends, making it hard for investors to choose a direction. On the one hand, rapid deployment of AI and datacenter-related software drives a need for distribution partners, while the same trend hurts the long-term demand trends as well. Hesitation comes after another layer in the distribution model is added. However, Climb claims that the rapid speed at which new technologies hit the market, as well as the great number of suppliers out there, makes it key to have a knowledgeable and rapidly moving intermediary to drive adoption. Compared to much larger, generic distributors like TD SYNNEX, Arrow, and Ingram Micro, the company focuses heavily on a much smaller brand base and focuses on partnership over transactions. The focus on a smaller group of suppliers, which enjoy better growth prospects, has the benefit of enjoying a quicker pace of organic growth. Valuation Talks In the year 2023, the company reported a 16% increase in full-year sales to $352 million. The distribution model makes margins slim, with operating...

AMD rises 0.8% as OpenAI reportedly looking for alternatives to Nvidia AI chips TipRanks

美国财长贝森特：美联储主席提名人沃什将有一个伟大的开始。

格隆汇2月3日｜美国总统特朗普：通用汽车首席执行官做得非常出色。