AMD could do a better job than Intel at capitalizing on the AI-fueled boom in traditional server chips.

hapabapa/iStock Editorial via Getty Images Article Thesis Palantir Technologies Inc. ( PLTR ) reported strong earnings results on Monday evening, easily beating estimates and showing accelerating business growth. The market reacted very positively to that, sending PLTR's shares higher . While shares have pulled back from the highs seen last summer, Palantir Technologies still is a pretty expensive stock -- which is why it's not a must-own, despite its strong growth. Past Coverage I have written about Palantir Technologies here on Seeking Alpha in the past, most recently last fall, when I wrote this article . I gave Palantir a neutral rating back then, noting that its growth outlook was appealing, but that its high valuation made it a risky stock -- so far, staying on the sidelines played out well, as Palantir has seen its shares pull back since that article was published. With Palantir Technologies reporting its most recent earnings results on Monday, it is time for me to update my views on the company today. What Happened? On Monday, following the market's close, Palantir Technologies reported its fiscal Q4 earnings results . These were the headline numbers: Palantir Technologies earnings results (Seeking Alpha) We see that the company beat estimates on both lines -- this is, of course, a good thing. The revenue beat was 4.5%, with the earnings per share beat being even larger, at almost 9% -- estimates thus were outperformed very handsomely. And that was possible despite analysts already forecasting a pretty strong growth rate, but PLTR's actual results were even better than that, with revenues soaring by almost 70% compared to one year earlier. This, together with other strong metrics from the report, such as strong order intake, made PLTR's shares pop by 8% at the time of writing -- investors clearly are happy with what Palantir has achieved during the fourth quarter. Palantir's Q4: Accelerating Business Growth When we look at the revenue growth rate over the fo...

hapabapa/iStock Editorial via Getty Images Article Thesis Palantir Technologies Inc. ( PLTR ) reported strong earnings results on Monday evening, easily beating estimates and showing accelerating business growth. The market reacted very positively to that, sending PLTR's shares higher . While shares have pulled back from the highs seen last summer, Palantir Technologies still is a pretty expensive stock -- which is why it's not a must-own, despite its strong growth. Past Coverage I have written about Palantir Technologies here on Seeking Alpha in the past, most recently last fall, when I wrote this article . I gave Palantir a neutral rating back then, noting that its growth outlook was appealing, but that its high valuation made it a risky stock -- so far, staying on the sidelines played out well, as Palantir has seen its shares pull back since that article was published. With Palantir Technologies reporting its most recent earnings results on Monday, it is time for me to update my views on the company today. What Happened? On Monday, following the market's close, Palantir Technologies reported its fiscal Q4 earnings results . These were the headline numbers: Palantir Technologies earnings results (Seeking Alpha) We see that the company beat estimates on both lines -- this is, of course, a good thing. The revenue beat was 4.5%, with the earnings per share beat being even larger, at almost 9% -- estimates thus were outperformed very handsomely. And that was possible despite analysts already forecasting a pretty strong growth rate, but PLTR's actual results were even better than that, with revenues soaring by almost 70% compared to one year earlier. This, together with other strong metrics from the report, such as strong order intake, made PLTR's shares pop by 8% at the time of writing -- investors clearly are happy with what Palantir has achieved during the fourth quarter. Palantir's Q4: Accelerating Business Growth When we look at the revenue growth rate over the fo...

Source: Bloomberg, 6:02

This article first appeared on GuruFocus. Exploring the Latest Portfolio Adjustments by the FPA Crescent Fund Steven Romick (Trades, Portfolio) recently submitted the N-PORT filing for the fourth quarter of 2025, providing insights into his investment moves during this period. Steven Romick (Trades, Portfolio) joined FPA in 1996, serving as one of several Portfolio Managers for the FPA Crescent Fund. Prior to joining the firm, Steven was Chairman of Crescent Management and a consulting security analyst for Kaplan, Nathan & Co. Steven earned a Bachelors degree in Education from Northwestern University.The FPA Crescent Fund's portfolio consists of both long and short equity positions. The fund seeks value in all parts of a company's capital structure, including common and preferred stocks, as well as corporate and convertible bonds.FPA Crescent invests in securities "that the consensus does not wish to own," searching for stocks and convertible bonds that reflect low cyclically-adjusted price-earnings ratios and trade at discounts to private market value. Corporate bonds with yields substantially higher than those of government securities are also considered. The FPA Crescent Fund's investing process stems from several pillars. Absolute value investors: The fund seeks genuine bargains rather than relatively attractive securities. Alignment of interests: The fund invests its money alongside its clients, and act as stewards of its shared capital. Broad mandate: The fund invests across the capital structure, asset classes, market caps, industries and geographies. The fund is also willing to hold cash. Long-term focus: The fund believes the best way to accomplish its goals is to accept short-term underperformance in exchange for long-term success. Summary of New Buy Steven Romick (Trades, Portfolio) added a total of 17 stocks, among them: The most significant addition was Becton Dickinson & Co (NYSE:BDX), with 1,180,043 shares, accounting for 3.2% of the portfolio and a t...

Major earnings expected before the bell on Tuesday include: Pfizer ( PFE ) PayPal Holdings ( PYPL ) Merck & Co. ( MRK ) PepsiCo ( PEP ) Enterprise Products Partners L.P. ( EPD ) Other earnings slated for release before Tuesday's open include: ADM , AME , ATI , ATKR , AUDC , BALL , BR , BRBR , CPRI , ETN , FUBO , GLXY , GPK , GWW , HUBB , INGR , IT , ITW , MITSY , MPC , MPLX , MZTI , PJT , PNR , RES , RITM , SR , TDG , WTW For Seeking Alpha's full earnings season calendar, click here .

In the latest close session, XPeng Inc. Sponsored ADR (XPEV) was down 8.29% at $16.49. This move lagged the S&P 500's daily gain of 0.54%. Meanwhile, the Dow experienced a rise of 1.05%, and the technology-dominated Nasdaq saw an increase of 0.56%. The stock of company has fallen by 11.99% in the past month, lagging the Auto-Tires-Trucks sector's loss of 2.82% and the S&P 500's gain of 0.74%. Market participants will be closely following the financial results of XPeng Inc. Sponsored ADR in its upcoming release. Alongside, our most recent consensus estimate is anticipating revenue of $3.32 billion, indicating a 50.52% upward movement from the same quarter last year. For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of -$0.23 per share and a revenue of $10.95 billion, representing changes of +72.62% and 0%, respectively, from the prior year. It's also important for investors to be aware of any recent modifications to analyst estimates for XPeng Inc Sponsored ADR. Recent revisions tend to reflect the latest near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook. Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system. The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate remained stagnant. XPeng Inc. Sponsored ADR is holding a Zacks Rank of #2 (Buy) right now. Valuation is also important, so investors should note that XPeng Inc. Sponsored ADR has a Forward P/E ratio of 110.65 right now. This ind...

美國總統特朗普正式提名前聯儲局理事沃什出任新一任聯儲局主席。沃什多年來在公開場合批評聯儲局資產負債表膨脹，主張大幅縮減規模，並曾直言「通脹是一種選擇」。他在智庫胡佛研究所及投資人杜克米勒的家族辦公室任職期間，亦多次撰文指出市場需要紀律，而非央行的長期支持。 道瓊斯新聞評論文章指，特朗普的政治需求十分明確：他希望在中期選舉前維持股市繁榮，並要求利率下調。這意味著沃什即使在公開言辭上保持「鷹派」姿態，實際政策仍將偏向寬鬆。前紐約聯儲局總裁杜德利更直言，沃什的縮表計劃「只是一個童話故事」，難以在現實中落實。 投資啟示 市場分析認為，投資者不應單純依賴沃什的「鷹派」言辭，而要觀察其實際政策行動。 美債仍蝕本：目前10年期美債孳息約4.2%，但實際通脹接近7%，長期持有等同被通脹稀釋。美國龐大債務最終只會透過通脹逐步消化，持有長期美債風險高企。 金銀受惠：短期美元或因「鷹派言辭」走強，但最終政策仍偏寬鬆，實質利率維持負值，黃金及白銀等硬資產價值凸顯。 比特幣有潛力：沃什曾稱比特幣是「可持續的價值儲存」，並投資相關初創公司。若監管環境改善，將成為抗通脹工具。 股息成長股跑贏：在「名義高息、實質寬鬆」的環境下，能持續提高股息的企業更具吸引力，投資者可獲得穩定回報。 風險資產短期大漲：特朗普要市場上升，沃什就會配合，短期風險資產有望受惠。 投資者宜防貨幣貶值 沃什並非前聯儲局主席保羅．伏爾克（Paul Volcker）般的強硬領導者。伏爾克曾在1980年代以高息壓制通脹，即使引發衰退亦在所不惜。但沃什更像是一位懂得在政治壓力下「優雅執行」的操盤手。他會在公開場合引用「價格穩定」的辭令，營造專業形象，但最終仍會順從特朗普的減息需求。 聯儲局的獨立性近年已逐步被削弱，先是因龐大財政赤字需要央行支持，再因市場恐慌而被迫安撫，現更直接受到總統壓力。沃什不會逆轉這一趨勢，只會以更精緻的言辭管理局面。 投資者若期待「回歸健全貨幣」，恐怕只是幻想。真正的策略是：減少持有紙資產，多配置黃金、白銀等硬資產，以及能持續派息的優質股票。因為貨幣貶值才是長期趨勢，而「鷹派言辭」只是一層包裝。

美國總統特朗普正式提名前聯儲局理事沃什出任新一任聯儲局主席。沃什多年來在公開場合批評聯儲局資產負債表膨脹，主張大幅縮減規模，並曾直言「通脹是一種選擇」。他在智庫胡佛研究所及投資人杜克米勒的家族辦公室任職期間，亦多次撰文指出市場需要紀律，而非央行的長期支持。 道瓊斯新聞評論文章指，特朗普的政治需求十分明確：他希望在中期選舉前維持股市繁榮，並要求利率下調。這意味著沃什即使在公開言辭上保持「鷹派」姿態，實際政策仍將偏向寬鬆。前紐約聯儲局總裁杜德利更直言，沃什的縮表計劃「只是一個童話故事」，難以在現實中落實。 投資啟示 市場分析認為，投資者不應單純依賴沃什的「鷹派」言辭，而要觀察其實際政策行動。 美債仍蝕本：目前10年期美債孳息約4.2%，但實際通脹接近7%，長期持有等同被通脹稀釋。美國龐大債務最終只會透過通脹逐步消化，持有長期美債風險高企。 金銀受惠：短期美元或因「鷹派言辭」走強，但最終政策仍偏寬鬆，實質利率維持負值，黃金及白銀等硬資產價值凸顯。 比特幣有潛力：沃什曾稱比特幣是「可持續的價值儲存」，並投資相關初創公司。若監管環境改善，將成為抗通脹工具。 股息成長股跑贏：在「名義高息、實質寬鬆」的環境下，能持續提高股息的企業更具吸引力，投資者可獲得穩定回報。 風險資產短期大漲：特朗普要市場上升，沃什就會配合，短期風險資產有望受惠。 投資者宜防貨幣貶值 沃什並非前聯儲局主席保羅．伏爾克（Paul Volcker）般的強硬領導者。伏爾克曾在1980年代以高息壓制通脹，即使引發衰退亦在所不惜。但沃什更像是一位懂得在政治壓力下「優雅執行」的操盤手。他會在公開場合引用「價格穩定」的辭令，營造專業形象，但最終仍會順從特朗普的減息需求。 聯儲局的獨立性近年已逐步被削弱，先是因龐大財政赤字需要央行支持，再因市場恐慌而被迫安撫，現更直接受到總統壓力。沃什不會逆轉這一趨勢，只會以更精緻的言辭管理局面。 投資者若期待「回歸健全貨幣」，恐怕只是幻想。真正的策略是：減少持有紙資產，多配置黃金、白銀等硬資產，以及能持續派息的優質股票。因為貨幣貶值才是長期趨勢，而「鷹派言辭」只是一層包裝。

Indian equities are primed to narrow their rare underperformance versus Asian peers after New Delhi and Washington clinched a long-awaited trade agreement , removing a key overhang that had weighed on the nation’s financial assets and triggered record foreign outflows. The accord, announced late Monday night India time, saw President Donald Trump cut the reciprocal tariff on Indian goods to 18% from 25% and eliminate an additional 25% duty linked to India’s purchases of Russian crude oil. The move is widely seen by fund managers as a catalyst for global investors to return to Indian equities, which logged their worst January since 2016, while also offering support to a rupee that has slid to a series of record lows. “This is a good reset to India-US trade that may shift foreign investor sentiment toward India to positive,” said Arvind Chari , chief investment strategist at Q India UK. “India’s underperformance versus emerging markets could reverse.” Early market reaction pointed to rising risk appetite. Nifty 50 futures traded at GIFT City surged as much as 4.5% overnight following the announcement, signaling optimism ahead of Tuesday’s session. Cash equities had shown tentative signs of a rebound earlier in the day, with the NSE Nifty 50 Index climbing 1.1% — its strongest gain in more than two months — even as most Asian markets closed in the red amid a broader regional selloff. The advance came despite investor concerns over a proposed tax hike on equity derivatives in the Feb. 1 budget and a sharp drop in metal prices that weighed on risk assets globally. India’s valuation premium over Asia has also fallen to its lowest level in nearly five years as concerns about steep US tariffs and a drawn-out earnings slowdown weighed on sentiment. The trade deal’s finalization comes just a day after Sunday’s budget, which offered fresh support for exporters and strategic sectors such as rare earths, reinforcing early signs of improving investor confidence. “It is a great de...

宏观新闻 1、中共中央政治局常委、国务院总理李强2月2日在山东调研。他强调，要深入贯彻习近平总书记关于做好今年和“十五五”时期经济社会发展工作的重要指示精神，坚持远近结合，抓好开局起步，靠前发力实施各项政策，坚决把党中央各项决策部署落实到位，更加扎实有效地促发展惠民生增后劲。 2、中共中央、国务院发布关于《现代化首都都市圈空间协同规划（2023－2035年）》，其中指出，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；高标准高质量建设河北雄安新区，把北京城市副中心建设成为首都发展新的增长极。 3、据伊朗政府相关人士透露，伊朗总统已正式下令开启与美国的核问题专项谈判。伊朗外交部发言人在当天早些时候的表态中也证实，伊美双方极有可能在未来几天内展开对话。据悉，本次谈判有望实现高层对接。 4、美国将把印度“对等”关税税率从25%下调至18%，即日起生效。 行业新闻 1、市场监管总局会同中央空管办、国家发展改革委等十部门联合发布《低空经济标准体系建设指南（2025年版）》，其中提出，到2027年，低空经济标准体系基本建立，基本满足低空经济安全健康发展需求。到2030年，低空经济领域标准超过300项 ，结构优化、先进合理、国际兼容的低空经济标准体系基本形成，为低空经济安全健康发展提供有力支撑。 2、工信部发布强制性国家标准《汽车车门把手安全技术要求》，将于2027年1月1日起开始实施。要求指出，每个车门 (不包括背门)应配备机械释放车门外把手。车辆的安全设计应为当发生不可逆约束装置展开或动力电池热扩散等事件后，能够通过机械释放车门外把手开启车门。每个车门 (不包括背门) 应配备至少一个机械释放车门内把手，且独立操作任一车门内把手应能够开启对应车门。 3、上海收购二手住房用于保障性租赁住房项目工作实质性启动。上海市浦东新区、静安区、徐汇区作为首批试点区。 4、SpaceX据悉正与xAI就合并事宜进行深入谈判。消息人士称，SpaceX最早可能在本周宣布与xAI的协议。 5、随着黄金、白银价格持续大幅下挫，实物黄金投资的热情有所松动，部分投资者选择观望，此前日日被抢断货的银行金条也出现了库存，部分银行的实物金条甚至显示为“库存充足”状态。 6、昨日有关于IPO政策变动的传闻，其中提到，“证监会于2月1日深夜连发三条公告，将IPO现场检查比例从5%提至20%、突击入...

For Thai beverage companies, summer can’t come fast enough. After a year of weak consumer sentiment weighing on earnings, warmer days are expected to boost the bottom lines of tea and energy drink makers. Major Thai beverage players endured profit pressures through much of 2025. Osotspa PCL , Carabao Group PCL and Ichitan Group PCL saw quarterly earnings growth in the first nine months of last year decline sequentially, while expansion in the fourth quarter is expected to be muted, according to consensus estimates compiled by Bloomberg. Increasing living costs, US tariffs, high household debt and even the Thailand-Cambodia conflict dampened profit margins in the sector last year. First-quarter earnings, though, are apt to reveal more positive numbers as the temperatures rise. “Warmer weather is expected to support beverage earnings in 2026 by lifting consumption frequency and accelerating demand for higher-value drinks,” according to Pimwadee Aguilar, director of Thailand consumer reports at Mintel. “Climate-driven demand is likely to keep the beverage sector among the stronger performers in Thailand through 2026.” Thai consumers are also increasingly interested in vitamin waters and drinks viewed as good for their health, she said. Maybank analyst Tanida Jirapornkasemsuk forecasts Thailand’s beverage sector recovering as the days get warmer with earnings growth of 9% compared with a 5% decline for food this year and will get help from summer days. “Within the food and beverage sector, we prefer beverages due to their superior sales and earnings growth outlook,” Jirapornkasemsuk said in a January report. Refreshed product lines could also entice more sales. Forty-one percent of consumers in general are motivated to try new flavored beverages, according to a survey by Mintel. Thai consumers are also increasingly interested in vitamin waters and drinks viewed as good for their health, Aguilar said. The sector could also get a boost if Thai consumer confidence strength...

"All In" On AI: Deutsche Bank Says Tesla No Longer Just A Car Company Deutsche Bank’s latest note argues that Tesla Inc. is no longer mainly a car company, but a long-term bet on artificial intelligence, robotics, and autonomy. In the report, Edison Yu and his team of analysts at Deutsche say that after Tesla’s latest earnings, any doubt about its direction is gone, describing the company as now “all in on Physical AI.” The clearest sign of that shift is spending. Tesla plans to more than double capital expenditures, potentially topping $20 billion, with most of the money going toward AI training systems, data centers, custom chips, robotics factories, and new platforms. The analysts estimate that billions will be poured into computing alone, as Tesla builds the infrastructure needed to train self-driving and robot systems at scale. Management, they note, is aiming to “structurally disrupt labor intensive services” through vertical integration. Autonomy and robotics now sit at the center of Deutsche’s long-term outlook. The firm highlights Tesla’s 1.1 million Full Self-Driving subscribers and sees FSD eventually generating up to $10 billion in annual revenue. It also expects the robotaxi network to grow to hundreds of thousands of vehicles by the end of the decade, producing more than $15 billion a year. On Optimus, Tesla’s humanoid robot, the analysts are optimistic but realistic, warning that complex engineering, new supply chains, and slow early production will limit volumes in the near term. Despite its bullish view on AI, Deutsche slightly trimmed its numbers. It cut earnings and revenue forecasts and lowered its price target from $500 to $480, while keeping a Buy rating. The reduction reflects more conservative assumptions on vehicle sales and slower model rollouts, along with a revised valuation that separates FSD, robotaxis, and robotics into distinct businesses. Most of Tesla’s long-term value, in their model, now comes from software, autonomy, and robots r...

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）