周五非农因政府停摆推迟发布。 *美股低开高走，标普500指数逼近7000点； *中长期美债收益率上扬，10年期美债升至4.27%； *因地缘政治局势降温，原油重挫5%。 受存储芯片制造商及科技、金融权重股走高推动，美股三大主要指数周一低开高走，顶住了贵金属市场的抛售压力。 截至收盘，道指涨515.19点，涨幅1.05%，报49407.66点，纳指涨0.56%，报23592.11点，标普500指数涨0.54%，报6976.44点。芝加哥期权交易所波动率指数（VIX）盘中触及近两周高点后下跌超6%，报16.32点。 【热门股表现】 明星科技股分化，苹果涨4.04%，亚马逊涨1.53%，Meta、微软和特斯拉跌超1%，英伟达近3%。 甲骨文冲高回落跌2.75%，该公司计划2026年筹集至多500亿美元资金，用于拓展云基础设施业务、扩充产能，以满足多家头部科技企业的需求。 谷歌涨1.86%，公司旗下的Waymo自动驾驶部门即将完成一轮160亿美元的融资，德邵资本、红杉资本、DST 全球等机构或成为新晋投资方。 受益于人工智能领域零部件需求的存储芯片制造商集体走高：闪迪股价飙升15.4%，美光科技上涨5.5%，超威半导体上涨4%。 金融板块走强，富国银行、高盛和美银涨幅超1%，花旗、摩根大通涨超0.5%。 纳斯达克中国金龙指数跌0.65%，拼多多涨2.38%，网易涨0.19%，京东涨0.18%，阿里巴巴跌0.69%，百度跌3.01%。 【市场概述】 当前投资者的焦点正转向仓位调整，为美股财报季最繁忙的一周以及多项重要经济指标的公布做准备。 本周，包括谷歌母公司字母表、亚马逊、超威半导体在内的128家标普500指数成分股公司将陆续发布财报。 据富时罗素数据，目前约三分之一的标普500成分股公司已发布财报，其中约78%的企业业绩超出市场预期。 B.Riley资管分析师阿特・霍根表示：“新的一周迎来诸多市场催化因素，目前市场正显现企稳迹象。短期来看，此前的诸多担忧已经在股价中充分反映。” 不过美国银行在周一发布的研报中警告，全球股票风险偏好指标飙升至95百分位，这一利空信号表明当前市场已处于过热状态。“市场乐观情绪如今几乎体现在所有关键维度 ——波动率、资产相关性、利差、现金配置、投资者调查、认沽认购比以及技术面指标均显现出这一特征。”报告称，美国银行并非认为牛市已走到尽头，而是市...

Purpose de dividendes américain A (0P00015Q8F.TO) 過往股價及數據 Yahoo 財經

Getty Images Investment Thesis This article aims to provide a direct analysis of two CEF funds whose strategies focus on investing in utilities and infrastructure assets. The funds in question are Reaves Utility Income Trust ( UTG ) and DNP Select Income Fund ( DNP ), which are engaged in a classic duel between two giants of the utilities sector. Even though these funds invest in pretty much the same stuff, the way they invest and their strategies are totally different. I think the investment potential of UTG and DNP will grow in 2026, which is due to expectations that the Fed will keep cutting interest rates. Leverage levels for both funds are high (19.0% and 24.0%, respectively), meaning that interest rates affect the cost of servicing their debt. Therefore, lower Fed rates will result in lower leverage costs, and this directly impacts the potential total return of the funds under review. Analysis results show that the DNP portfolio is more diversified and less concentrated, whereas UTG focuses on Modern Utilities, which allows it to benefit further from the ongoing AI supercycle. Given that my forecasts anticipate a continuation of the upward trend in the technology sector market, it is my opinion that UTG has greater potential to benefit from the prevailing economic conditions in 2026. Fundamental Similarities Between UTG and DNP One important similarity between UTG and DNP is their investment concept, built on investing in the assets of utility companies that have a protective mechanism in place due to the inelasticity of demand for their services. These companies generate stable cash flows from the profits of US utility companies involved in electricity, gas, water supply, and telecommunications infrastructure. Focusing on assets involves selecting companies in the defensive sector of the US economy, the services of which are always needed by people (for the satisfaction of basic needs), independent of the macroeconomic situation. In addition, both UTG and DNP...

格隆汇2月3日｜国际要闻： 1、美股三大指数集体收涨，英特尔涨近5%，中概指数跌0.65%； 2、现货黄金跌4.54%报4671.58美元/盎司，现货白银跌6.73%； 3、美国原油期货收跌4.7%，纽约天然气跌超25%； 4、美元续涨创4月以来最大两日涨幅，金属、原油齐下挫； 5、SpaceX备忘录证实与xAI合并 估值达1.25万亿美元； 6、三星、SK海力士计划扩大尖端NAND产能； 7、特朗普拟设120亿美元关键矿产战略储备； 8、伊朗和美国将在未来几天内举行谈判； 9、美国劳工统计局：由于政府停摆，1月的就业报告将推迟发布； 10、特朗普：与印度达成贸易协议 将把对印度的关税降至18%； 大中华区要闻： 1、中共中央、国务院：要建成以首都为核心的世界一流都市圈、先行示范中国式现代化的首善之区； 2、上海启动收购二手住房用于保障性租赁住房工作； 3、李强在山东调研强调：要抓好开局起步，靠前发力实施各项政策； 4、多只有色金属股巨额卖单压顶，白银有色超66亿元居首； 5、花旗上调香港今年GDP预测至3.2% 一个月两度出手； 6、国投瑞银白银LOF净值下跌31.5%创公募单日跌幅纪录！公司回应：调整估值所致； 7、国投白银LOF：自2月2日起参考白银期货国际主要市场价格变动幅度对基金资产进行合理重估； 8、今日A股世盟股份及港股东鹏饮料上市； 9、公告精选︱奥瑞德：深圳智算力拟投资约1.45亿元购买算力设备向客户提供服务；万丰股份：分散染料等产品价格未来预计变动幅度及其持续性存在不确定性。

is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO. Posts from this author will be added to your daily email digest and your homepage feed. Adobe is pulling the plug on Adobe Animate. In a FAQ posted to Adobe’s website, the company says it will stop selling the animation software on March 1st, citing the emergence of new platforms “that better serve the needs of the users.” Users have until March 1st, 2027 (or March 1st, 2029 for enterprise customers) to access and download files from Animate, as they’ll no longer be available after this time. The app will be available to download until those deadlines, and Adobe will continue providing support during that period. Adobe Animate’s history dates back to 1996, when FutureWave Software launched the vector graphics application, originally called FutureSplash Animator, as a tool to create vector-based animations. Though Macromedia acquired the tool later that year and renamed it Flash, Adobe purchased the company in 2005 and began calling the app Adobe Flash Professional. Adobe announced plans to rebrand the app to Adobe Animate in 2015 as the web began phasing out Flash. Though Adobe says Creative Cloud Pro customers can use other apps to “replace portions of Animate functionality,” such as Adobe After Effects or Adobe Express, many users who still use Animate are frustrated with its imminent shutdown. The creators behind the short-form animated series, Chikn Nuggit, write in a post on X that they still use Adobe Animate to make the show. “This decision would not only harm countless jobs in the industry but render so much past creations as lost media,” the post reads. David Firth, the creator of Salad Fingers, also says he still uses the app to make the grotesque series. Megacharlie, a technical artist for Jackbox Games, adds that the app “is used in many high-budget television cartoon productions, film and animation studios, ...

If you know anything about the history of id Software, you know how 1992's Wolfenstein 3D helped establish the company's leadership in the burgeoning first-person shooter genre, leading directly to subsequent hits like Doom and Quake . But only the serious id Software nerds remember Catacomb 3D , id's first-person adventure game that directly preceded and inspired work on Wolfenstein 3D . Now, nearly 35 years after Catacomb 3D 's initial release, id co-founder John Romero brought the company's founding members together for an informative retrospective video on the creation of the oft-forgotten game. But the pioneering game—which included mouse support, color-coded keys, and shooting walls to find secrets—almost ended up being a gimmicky dead end for the company. id Software's founders look back at an oft-forgotten piece of gaming history Texture maps and "undo" animation Catacomb 3D was a follow-up to id's earlier Catacomb , which was a simplified clone of the popular arcade hit Gauntlet . As such, the 3D game still has some of that "quarter eater" mentality that was not very fashionable in PC gaming at the time, as John Carmack remembered. Read full article Comments

da-kuk/E+ via Getty Images The Biggest One-Day Selloff Since Covid: How to Justify It? Many people believe that Microsoft Corporation ( MSFT , MSFT:CA ) could be the new "safe haven" stock in the current AI mania due to its dominant market share in cloud business, strong balance sheet , and stable FCF generation. However, this narrative shifted recently as the stock was down almost 12% the day after 2Q FY2026 earnings, which was the largest one-day pullback since Covid back in 2020. Is it an overreaction? Is it still a Buy? Bloomberg First, we are in a sentiment-driven market. Sometimes, market reaction can be extremely volatile if AI growth momentum deviates from investors' lofty expectations. You may have noticed that gold and silver prices have doubled or even tripled recently. Last Friday, both saw a sharp pullback along with the equity market (such high correlation with equities is not normal). And the selling pressure seemed to continue on Sunday night. Despite lingering geopolitical risks and higher inflation expectations, I believe these relentless rallies are also exacerbated by momentum chasing. In my previous analysis , I maintained a Buy on MSFT because I didn't see an AI bubble in the stock. Although it went down by 10% after the fiscal Q1 earnings, the fundamentals were still healthy. However, I forecasted a strong capex outlook would cause a negative FCF in Q2. The company delivered solid Q2 FY2026 results, and the Q3 guidance does not point to a major growth slowdown. Given that the stock had already pulled back 10% from its recent high before the Q2 earnings, I believe another 12% decline was overdone. You can argue that investors were spooked by the aggressive AI spending, which caused a -1.7 billion FCF (with capital leases) in Q2. AI cloud demand continues to outpace supply capacity, forcing management to raise the CAPEX outlook. They mentioned that 75% of total capex is being spent on short-lived assets like GPUs and CPUs, which may not indicate...

da-kuk/E+ via Getty Images The Biggest One-Day Selloff Since Covid: How to Justify It? Many people believe that Microsoft Corporation ( MSFT , MSFT:CA ) could be the new "safe haven" stock in the current AI mania due to its dominant market share in cloud business, strong balance sheet , and stable FCF generation. However, this narrative shifted recently as the stock was down almost 12% the day after 2Q FY2026 earnings, which was the largest one-day pullback since Covid back in 2020. Is it an overreaction? Is it still a Buy? Bloomberg First, we are in a sentiment-driven market. Sometimes, market reaction can be extremely volatile if AI growth momentum deviates from investors' lofty expectations. You may have noticed that gold and silver prices have doubled or even tripled recently. Last Friday, both saw a sharp pullback along with the equity market (such high correlation with equities is not normal). And the selling pressure seemed to continue on Sunday night. Despite lingering geopolitical risks and higher inflation expectations, I believe these relentless rallies are also exacerbated by momentum chasing. In my previous analysis , I maintained a Buy on MSFT because I didn't see an AI bubble in the stock. Although it went down by 10% after the fiscal Q1 earnings, the fundamentals were still healthy. However, I forecasted a strong capex outlook would cause a negative FCF in Q2. The company delivered solid Q2 FY2026 results, and the Q3 guidance does not point to a major growth slowdown. Given that the stock had already pulled back 10% from its recent high before the Q2 earnings, I believe another 12% decline was overdone. You can argue that investors were spooked by the aggressive AI spending, which caused a -1.7 billion FCF (with capital leases) in Q2. AI cloud demand continues to outpace supply capacity, forcing management to raise the CAPEX outlook. They mentioned that 75% of total capex is being spent on short-lived assets like GPUs and CPUs, which may not indicate...

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当地时间2月2日晚，以色列将在3日与到访的美国总统特使威特科夫的会谈中提出针对伊朗的“三不”强硬要求，即在任何美国与伊朗可能达成的协议中，伊朗必须同意以下三条“红线”：不发展核计划；不发展弹道导弹计划；不向包括威胁以色列的所谓“恐怖组织”在内的武装“代理人”提供支持。除以色列总理内塔尼亚胡外，以色列情报和特勤局（摩萨德）局长巴尔内亚、以军总参谋长扎米尔也将出席与威特科夫的会谈。据悉，以色列目前仍认为，“通过军事打击推翻伊朗政权是‘可能的’。”（央视新闻）

BlackRock Inc. ’s Global Infrastructure Partners has teamed up with EQT AB in its bid to acquire power company AES Corp. , according to people familiar with the matter. The two investment firms could reach an agreement as soon as the coming weeks to buy AES, which provides renewable power to tech giants like Microsoft Corp. , said the people. No final decision has been made and the talks could still drag on or fall through, said the people, who asked to not be identified because the matter is private. Representatives for AES, GIP and EQT declined to comment. AES closed little changed at $14.73 in New York trading Monday, giving the company a market value of about $10.5 billion. It’s worth about $43 billion, including debt, according to data compiled by Bloomberg. AES has been exploring options including a sale after receiving takeover interest from infrastructure investors including GIP, Bloomberg News reported last year. Power providers have become hot takeover targets amid surging electricity demand from computer farms running artificial intelligence applications. Last year, Blackstone Inc. agreed to acquire TXNM Energy Inc. and Constellation Energy Corp. reached a deal to buy Calpine Corp. Based in Arlington, Virginia, AES owns a fleet of renewable generation, including wind and solar, as well as natural gas and coal assets and a utility in both Indiana and Ohio.

New York, February 2, 2026, 17:57 EST — After-hours trading Micron shares jumped roughly 5.5% on Monday, following a broader bounce in chip stocks. TrendForce upped its projection for conventional DRAM contract prices, now expecting a 90%–95% surge in Q1. Investors are watching closely for new signs on pricing power and supply tightness through mid-February. Micron Technology, Inc. shares climbed 5.5% to $437.80 in late Monday trading, driven by a chipmaker rally fueled by fresh optimism around artificial intelligence spending sustaining demand for crucial components. SanDisk surged 15.4%, while Advanced Micro Devices gained 4%, highlighting the strong rebound in semiconductor stocks. (Reuters) This shift is crucial since memory prices are Micron’s quickest adjustment tool. On Monday, market researcher TrendForce revised its forecast for conventional DRAM contract prices, predicting a 90% to 95% jump in the January-to-March quarter versus the previous quarter—up sharply from an earlier estimate of 55% to 60%. (Reuters) TrendForce pointed to “persistent AI and data center demands” as driving a deeper global supply-demand gap, giving suppliers more pricing leverage. For Micron, this usually means contract prices climb, leading to higher revenue per bit shipped—but with a delay—and can swiftly alter profit forecasts in the short term. DRAM, or dynamic random access memory, serves as the working memory in servers, PCs, and a range of devices. While spot markets often react first, contract prices are closely monitored for their influence on wider pricing trends. The surge in memory stocks is being driven by a shortage that’s spreading beyond the typical server cycle. Business Insider highlighted a recent note referencing IDC’s description of an “unprecedented” memory chip shortage. Analysts say AI data center demand continues to outpace supply. (Business Insider) Chip stocks led a rebound on Wall Street Monday, steadying the broader market following a shaky start to 2026...

自2025年三季度起，全球存储市场迎来颠覆性涨价行情。TrendForce集邦咨询数据显示，存储芯片（886042）领域两大主要产品类别DRAM与NAND闪存现货价格累计上涨超过300%。该机构还预测，2026年第一季度NAND闪存产品价格将上涨33%-38%，一般型DRAM价格将上涨55%-60%。在涨价行情带动之下，不少存储公司业绩亮眼。Wind数据显示，截至2月2日，41家存储概念公司中，25家披露业绩预告，其中16家预喜，多家公司在2025年第四季度业绩提升明显。存储芯片（886042）公司普遍表示，业绩预喜的主要原因是，受AI及算力产业发展拉动，产业进入高景气周期（883436）、产品持续涨价，并持续看好未来的景气周期（883436）。(财联社)

Investing.com -- Waymo has secured a landmark $16 billion investment, valuing the Alphabet Inc Class A (NASDAQ:GOOGL) subsidiary at $126 billion post-money. This significant funding round was spearheaded by prominent venture firms including Sequoia Capital, DST Global, and Dragoneer Investment Group. The company is transitioning from a research-heavy enterprise into a dominant commercial entity within the global transportation sector. "This capital underscores that the age of autonomous mobility at scale has arrived, and Waymo is leading the way," the company stated in an official announcement on Monday. The investment follows a year of rapid operational growth, during which the firm tripled its annual volume to 15 million rides. Waymo now provides over 400,000 weekly trips across six major U.S. metropolitan areas, signaling a shift toward widespread public adoption. Safety metrics remain the cornerstone of the company’s pitch to both investors and skeptical regulators. Data from 127 million autonomous miles indicates a 90% reduction in serious injury crashes compared to human-operated vehicles. Strategic expansion is the primary objective for this newly acquired capital as the company eyes international markets. Plans are currently underway to launch ride-hailing operations in 20 additional cities through 2026, including major hubs like London and Tokyo. Financial backers view the company’s data advantage as a structural moat that competitors struggle to replicate. "Waymo has moved beyond research milestones to achieve operational excellence, tripling its weekly paid rides in just one year while maintaining customer delight," noted Konstantine Buhler, Partner at Sequoia. The competitive landscape shows Waymo maintaining a substantial lead over rivals like Tesla Inc. and Amazon’s Zoox. While competitors remain in the trial stages, Waymo has successfully integrated its service into daily urban infrastructure via its own app and partnerships with Uber. Related article...

美国研究团队开发出一种“四联”血液标志物检测方法，有望实现胰腺导管腺癌的早期诊断。胰腺癌通常在晚期才被确诊，此时治疗已十分困难，这项突破或将显著提高患者的生存率。相关研究成果发表于新一期《癌症临床研究》杂志。（财联社）

monsitj/iStock via Getty Images Gold's recent selloff has not deterred the optimism for the metal at some major banks, including J.P. Morgan, which said Monday it expects demand from central banks and investors to drive gold prices to $6,300/oz by year-end as the longer-term investment case remains intact. "While the dust has yet to fully settle from last week, it has not derailed our structural bullish view on gold," JPM analysts said in a note. "This long-term rally in gold has not and will not be linear, so for now we once again digest, reset and repeat." The bank believes gold prices will be underpinned by exceptionally strong demand from investors and central banks, forecasting average quarterly demand of more than 700 metric tons and projecting gold could climb toward $6,600/oz in 2027. " Our analysis shows that while the air is getting thinner the higher we go in gold prices, we are not yet close to a place where the structural rally in gold is at risk of collapsing under its own weight ," JPM analysts wrote. The bank is more cautious on silver, where it sees the risk of a further move back higher in the gold-to-silver ratio in the coming weeks, without central banks stepping up as structural dip buyers as in gold. UBS analyst Giovanni Staunovo said he looks for gold to reach a new record high above $6,200/oz later this year, and Deutsche Bank reiterated its gold price forecast of $6,000 this year, citing sustained investor demand. Gold and silver extended losses Monday following the big selloff late last week that was attributed at least in part to President Trump's nomination of Kevin Warsh as the next Federal Reserve Chair. The CME Group raised margin requirements on its precious metal futures, with the changes set to take effect after Monday's market close. "The increase in margin requirements makes holding speculative positions less appealing now and this will also force a lot on the retail side of the market who do not have the extra liquidity to sell p...

美国纽约大学阿布扎比分校团队开发出一种基于光的新型纳米技术，通过光热效应精准摧毁癌细胞。该技术为传统化疗、放疗和手术提供了更为精确、副作用更小的潜在替代方案，有望革新部分癌症的检测与治疗方式。相关研究成果发表于新一期《细胞报告物理科学》杂志。（财联社）

特朗普2月2日在白宫椭圆形办公室宣布启动一项名为‘金库项目’的关键矿产储备计划。 （路透社） 美国总统特朗普宣布建立一项关键矿产储备计划。 路透社报道，特朗普星期一（2月2日）在白宫说：“我们今天启动一项名为‘金库项目’（Project Vault）的计划，以确保美国企业和工人永远不会因任何短缺而受到损害。” 特朗普称，“金库项目”将结合美国进出口银行提供的100亿美元（约127亿新元）融资和来自私营企业的20亿美元资金。 美国内政部长伯古姆说，本周晚些时候将宣布另外11个国家加入“金库项目”。

推荐：海南拟奖励陈奕迅、张学友；国铁集团：“误购车票30分钟内免费退”将成为常态化政策； 早上好，今天是2月3日星期二。过去24小时，哪些财经新闻对普通人影响更大，未来又有什么焦点事件被市场密切关注，早知道栏目从新闻汇总到快速解读，为你一网打尽。 24小时热点 商务部等9部门印发2026春节活动方案 ，鼓励各地增加春节期间消费品以旧换新补贴数量，加大线下实体零售支持力度；鼓励金融机构与商户合作推出消费红包、立减等专属优惠，推广数字人民币智能合约红包。 2月2日，海南省旅游和文化广电体育厅公示陈奕迅、张学友大型演唱会奖补情况。 陈奕迅演唱会获100万元奖励，张学友演唱会获50万元奖励 。 2026年铁路春运2月2日启动至3月13日结束 ，为期40天。全国铁路预计发送旅客5.4亿人次，日均发送1348万人次、同比增长5.0%。 “误购车票30分钟内免费退”将成为常态化政策。 中共中央、国务院规划着力优化京津冀城市体系 ，提出构建“一核两翼、双城多点、双廊多圈”的首都都市圈空间格局。 将重点推进：

瑞士巴塞尔大学和苏黎世联邦理工学院研究团队取得一项突破：他们通过激光束成功实现了一种特殊铁磁体的极性翻转。这项进展为未来开发可调谐的光电子电路提供了潜在可能。研究发表于最新一期《自然》杂志。（财联社）

据媒体援引多位知情人士表示，OpenAI对英伟达最新的一些人工智能芯片并不满意，并且自去年以来一直在寻找替代方案，这可能会使这两家AI热潮中最受关注的公司之间的关系变得更加复杂。 OpenAI这一战略转变，源于其对用于执行AI推理中特定环节芯片的重视程度不断提高。所谓推理，是指像支撑ChatGPT应用的AI模型在响应用户问题和请求时所进行的计算过程。英伟达在训练大型AI模型所需的芯片领域仍占据主导地位，而推理正成为竞争的新战场。 分析称，OpenAI及其他公司决定在推理芯片市场寻找替代方案，标志着对英伟达AI主导地位的一次重大考验。 不过报道出炉后不久，OpenAI CEO Sam Altman隔空反驳，赞扬英伟达的AI芯片。Altman在社交平台X发文表示：“我们热爱与英伟达合作，并且他们生产世界上最好的AI芯片。我们希望在很长一段时间里成为超级大客户。我不明白这些疯狂的说法是从哪里来的。” 周一，英伟达收跌近2.9%。当日美股盘后Altman隔空反驳后，英伟达盘后反弹约0.6%。 OpenAI和英伟达合作 当前，OpenAI和英伟达这两家公司仍在进行投资谈判： 去年9月，英伟达表示，计划向OpenAI投入高达1000亿美元，作为一项交易的一部分。该交易将使英伟达获得这家初创公司的股份，同时为OpenAI提供购买先进芯片所需的资金。 在此期间，OpenAI已与AMD等公司达成协议，采购可与英伟达竞争的GPU。然而，知情人士称，OpenAI不断调整的产品路线图也改变了其所需的计算资源类型，从而使与英伟达的谈判变得更加复杂、进展缓慢。 上周六，英伟达首席执行官黄仁勋淡化了有关其与OpenAI存在紧张关系的报道，称这种说法“纯属无稽之谈”，并表示英伟达仍计划对OpenAI进行巨额投资。英伟达在一份声明中表示：“客户在推理领域仍然选择英伟达，因为我们在大规模应用中提供了最佳性能和总体拥有成本。” OpenAI的一位发言人在另一份声明中表示，公司在其绝大多数推理算力集群中依赖英伟达，而且英伟达在推理方面提供了最佳的性价比。 知情人士称，OpenAI对英伟达硬件在某些特定问题上的响应速度并不满意，例如软件开发以及AI与其他软件之间的交互。OpenAI需要新的硬件，未来最终可满足其约10%的推理计算需求。 报道称，OpenAI曾讨论与包括Cerebras和Groq在内的初创公司...

Joby Aviation is expected to launch its air taxi services as soon as this year. Joby Aviation (JOBY 0.71%) is a leading developer of flying taxis, more formally known as electric vertical take-off and landing (eVTOL) aircraft. These vehicles could potentially change the nature of transportation, allowing people to fly high above the city and skip ahead of the traffic grid below. Joby has big plans for this year, but it also has some work to do before it becomes commercially viable. Here's what investors need to know. Expand NYSE : JOBY Joby Aviation Today's Change ( -0.71 %) $ -0.07 Current Price $ 10.49 Key Data Points Market Cap $9.6B Day's Range $ 10.40 - $ 10.73 52wk Range $ 4.96 - $ 20.95 Volume 2.2M Avg Vol 25M Gross Margin -11490.90 % Joby is making progress in the Dubai and U.S. markets Joby Aviation is working closely with regulators in the United Arab Emirates (UAE) and plans to launch its air taxi services in the region as soon as this year. The eVTOL developer has a six-year exclusive partnership with the Road and Transport Authority to build its first vertiport at Dubai International Airport. The vertiport was roughly 60% complete as of November, and the company expects construction to be completed sometime in the first quarter of this year. Three additional landing sites will be placed at major local landmarks, including the Dubai Mall, Atlantis the Royal, and The American University of Dubai. The company has received permission to fly from local civil aviation authorities and has conducted demonstration flights at the Dubai Airshow. Joby plans to start its first passenger flights in Dubai this year, demonstrating its ability to offer air taxi services and gauging demand for it. In the U.S., Joby has entered the final stage of its certification process known as Type Inspection Authorization. Joby is part of the White House's eVTOL Integration Pilot Program (eIPP), which enables it to test its mature aircraft in select U.S. markets before receiving full...

格隆汇2月3日｜OpenAI首席执行官Sam Altman在社交平台发文表示：“我们热爱与英伟达合作，并且他们生产世界上最好的AI芯片。”“我们希望在很长一段时间里成为超级大客户，”他说。

Never miss an episode. Follow The Big Take daily podcast today. The Department of Justice released another batch of documents from the so-called Epstein Files on Friday. It brings the total number of pages the DOJ has made public since December to nearly 3.5 million. On today’s Big Take, host David Gura is joined by Bloomberg investigative reporter and podcast host Jason Leopold to discuss what was and wasn’t in the latest document release — and what we’ve learned about Epstein and his business connections. Further listening: Jason’s Disclosure podcast What to Expect in the DOJ Epstein Files Release Listen and follow The Big Take on Apple Podcasts , Spotify or wherever you get your podcasts. Terminal clients: click here to subscribe. This episode was produced by: Julia Press; Editor: Jeff Grocott; Fact-checker: Rachael Lewis-Krisky; Sound Design/Engineer: Alex Sugiura; Senior Producer: Naomi Shavin; Senior Editor: Elisabeth Ponsot; Deputy Executive Producer: Julia Weaver; Executive Producer: Nicole Beemsterboer.

Key Points AST was awarded a contract from the U.S. Missile Defense Agency. Jeff Bezos's Blue Origin announced new competition. The stock was volatile over the course of the month, despite posting strong gains. 10 stocks we like better than AST SpaceMobile › Shares of AST SpaceMobile (NASDAQ: ASTS) were among the winners last month as the satellite stock benefited from bullish sentiment toward the sector to start the new year, and news that it was awarded a SHIELD contract from the Missile Defense Agency. The bullish momentum was enough to overcome a new competitive threat from Jeff Bezos's Blue Origin, and the company also announced a launch date for its new BlueBird 7 satellite. 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 » According to data from S&P Global Market Intelligence, the stock finished January up 53%. As you can see, it was nonetheless a volatile month for AST. AST signs a big contract The biggest news in the month for the satellite stock, which specializes in broadband service, was awarded a contract from the U.S. Missile Defense Agency's Scalable Homeland Innovative Enterprise Layered Defense initiative, better known as SHIELD. According to the press release, "The contract encompasses a broad range of work areas that allows for the rapid delivery of innovative capabilities to the warfighter with increased speed and agility." It also shows AST tapping into a new revenue stream from the defense sector, which could become significant as the company grows. The stock rose 14.5% on Jan. 16 after the news came out. The other major news out on AST was the announcement that its BlueBird 7 launch is scheduled for late February, and it's tracking for 45-60 satellites in orbit by the end of the year. The BlueBird 7 is identical to the BlueBird 6. Finally, the stock pulled back briefly on Jan. 21 on news that Blue Origin was launching its own competing satellite, which it said...

格隆汇2月3日｜摩根大通数据显示，由于收益率稳定且对冲成本下降提升了美国信用资产的吸引力，外国投资者在今年1月以近三年来最快的速度买入美国公司债券。摩根大通策略师Nathaniel Rosenbaum和Silvi Mantri等在报告中指出，当月最后一周的买盘有所放缓，日均净流入降至2.4亿美元，较前一周下降59%。但1月份日均净买入额仍达到3.32亿美元，创下自2023年2月以来的最高水平。华尔街一直密切关注美元走弱是否可能引发外资更广泛撤离美国资产的迹象。然而截至目前，外资对公司债券的配置仍保持韧性，表明美元疲软尚未导致大规模资金轮动。

Today, Feb. 2, 2026, volatility continues in commodities while manufacturing data boosts markets. Markets steadied today after last week’s choppy finish. The S&P 500 (^GSPC +0.54%) rose 0.54% to 6,976.44, the Nasdaq Composite (^IXIC +0.56%) added 0.56% to 23,592.11. The Dow Jones Industrial Average (^DJI +1.05%) climbed 1.05% to 49,407.66 as stocks shook off early commodity-driven selling. Market movers Investors are becoming more cautious about companies that spend a lot on AI, particularly whether those investments are paying off, which is dividing tech stocks. Micron Technology (MU +5.42%) jumped again today on bullish analyst commentary, putting it firmly on the positive side of the split. Nvidia (NVDA 2.89%) dipped following news reports about potentially stalled OpenAI investments. Telecommunications heavyweight AT&T (T +0.34%) gained attention after closing its Lumen fiber deal. Walt Disney (DIS 7.20%) lagged after lukewarm growth forecasts in its earnings report. What this means for investors Stocks found their footing again, boosted by positive manufacturing data. Today’s Institute for Supply Management report showed factory activity had grown in January, taking it to its highest point since August 2022. Volatility in precious metals continued. Prices fell further over the weekend, triggering margin calls, and recovered a little during the day. The drops put an end to record-breaking rallies in gold and silver, and raise questions about whether worse is still to come. Investors will be watching after-hours earnings from Palantir Technologies (PLTR +1.03%) today for signs of over- or underperformance. Alphabet (GOOG +1.88%) and Advanced Micro Devices (AMD +4.03%) are also due to report this week. The January jobs report, due Friday, will be delayed because of the partial government shutdown.

New York, Feb 2, 2026, 17:52 EST — After-hours Apple (AAPL.O) shares rose 4.1%, finishing Monday at $270.01. After-hours trading saw the stock dip 0.6% to $268.31, following a volatile regular session where prices fluctuated between $259.21 and $270.49 on heavy volume. (StockAnalysis) The move followed a weekend policy update in India granting foreign companies five years of tax certainty when supplying equipment to contract manufacturers in designated zones. This tweak could ease obstacles for Apple’s growing iPhone production in the country. “This exemption removes a key deal-breaking risk for electronics manufacturing in India,” said Shankey Agrawal, partner at BMR Legal. (Reuters) Why it matters now: Apple is ramping up its focus on India to expand manufacturing outside China, with the market viewing any policy support as a quick boost. This also highlights that the company’s supply chain narrative remains active, even after its blockbuster holiday quarter. Investors are grappling with Apple’s latest earnings and outlook, which forecast double-digit growth for the March quarter despite warnings about supply bottlenecks. CEO Tim Cook told analysts, “We’re currently constrained,” pointing to a global memory-chip shortage that he expects will weigh more heavily on second-quarter gross margins — the profit metric after production costs — as component prices climb. (Reuters) Those constraints are the catch. The stock has surged, yet the market grapples with pricing in two conflicting factors: steady demand and a cost environment that could tighten if component supplies shrink again. The broader market gave a boost. The S&P 500 climbed 0.54%, while the Nasdaq rose 0.56%, driven by a rotation back into tech and chip-related stocks. “The fundamentals are good and earnings are strong,” noted Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder. Concerns lingered over a partial U.S. government shutdown after the Bureau of Labor Statistics announced the January em...

Stock Market Today, Feb. 2: Stocks Recover and Micron Technology Soars Again fool.com

This Latin American e-commerce and fintech leader delivers integrated marketplace, payments, and logistics solutions across the region. On February 2, Triasima Portfolio Management Inc. disclosed in a U.S. Securities and Exchange Commission (SEC) filing that it sold 3,013 shares of MercadoLibre (MELI 0.03%) during the fourth quarter, an estimated $6.33 million trade based on quarterly average pricing. What happened According to the SEC filing dated February 2, Triasima Portfolio Management Inc. sold 3,013 shares of MercadoLibre during the fourth quarter. The estimated value of this sale was $6.33 million, calculated using the average closing price for the quarter. As a result, the fund’s quarter-end position decreased by $7.19 million, a figure that includes both the share sale and price fluctuations. What else to know Following the sale, MercadoLibre represents 0.14% of Triasima Portfolio Management Inc.’s 13F assets under management Top holdings after the filing: NYSE: RY: $41.05 million (6.1% of AUM) NASDAQ: SHOP: $29.40 million (4.4% of AUM) NYSE: TD: $23.70 million (3.6% of AUM) NYSE: KGC: $21.84 million (3.3% of AUM) NYSE: CM: $20.21 million (3.0% of AUM) As of February 2, shares of MercadoLibre were priced at $2,145.37, up 12.4% over the past year and underperforming the S&P 500’s 15% gain in the same period. Company overview Metric Value Revenue (TTM) $26.19 billion Net Income (TTM) $2.08 billion Price (as of February 2) $2,145.37 One-Year Price Change 12% Company snapshot MercadoLibre offers a diversified suite of services including the Mercado Libre online marketplace, Mercado Pago fintech platform, logistics and fulfillment via Mercado Envios, digital advertising, and classified listings. The company generates revenue primarily through transaction fees from e-commerce sales, fintech payment processing, credit solutions, logistics services, and value-added advertising products. It serves businesses, merchants, and individual consumers across Latin America,...