Image source: The Motley Fool. Feb. 2, 2026 at 5 p.m. ET Call participants Chairman, Chief Executive Officer and President — David Simon President, Leasing and Acquisitions — Eli Simon Chief Financial Officer — Brian McDade Need a quote from a Motley Fool analyst? Email [email protected] Risks David Simon said tariffs have "put more pressure on retailers" and are likely to "end up hurting the small guys," with increased caution on tenant credit and expectations of more bankruptcies in 2026 included in budgets. The $100 million investment in Saks Global related to Neiman Marcus was written off at year-end, as confirmed by David Simon. Higher net interest expense of $0.25-$0.30 per share is incorporated in the 2026 FFO guidance, as discussed by Brian McDade. Takeaways Real estate FFO -- $4.8 billion, or $12.73 per share, a record for Simon Property Group SPG 0.05% ) -- $4.8 billion, or $12.73 per share, a record for Fourth-quarter real estate FFO -- $3.49 per share, a 4.2% increase compared to the prior year's fourth quarter. -- $3.49 per share, a 4.2% increase compared to the prior year's fourth quarter. Domestic property NOI growth -- Increased 4.8% for the quarter and 4.4% for the year, according to Brian McDade. -- Increased 4.8% for the quarter and 4.4% for the year, according to Brian McDade. Portfolio NOI growth (constant currency) -- 5.1% for the quarter and 4.7% for the year, combining international and domestic results. -- 5.1% for the quarter and 4.7% for the year, combining international and domestic results. Malls and premium outlets occupancy -- Ended at 96.4% at year-end; Mills assets ended at 99.2% occupancy. -- Ended at 96.4% at year-end; Mills assets ended at 99.2% occupancy. Lease signings -- Over 1,300 leases totaling more than 4.4 million square feet in the quarter; annual total exceeded 4,600 leases for 17 million square feet. -- Over 1,300 leases totaling more than 4.4 million square feet in the quarter; annual total exceeded 4,600 leases for 17...

这两天，黄金单日暴跌超10%，白银单日暴跌30%的史诗级行情，注定是要被载入史册了。 无数人一夜醒来看到账户爆仓甚至清零，感觉天都塌了。 40年不遇的暴跌，对绝大多数人来说，就是一辈子都没遇到过。 这种痛到底有多难受，其他人根本体会不到。 再加上最近的杰我睿跑路事件闹得沸沸扬扬，似乎一夜之间，风向全变了，觉得白银这一波真要完全崩塌完了。 确实，按照当前完全失控的恐慌情绪，谁也不知道明天到底会怎么走出什么行情。 这种情况下，只旁观不触碰，或许是最理智的动作。 不过，就我觉得，这一轮的白银的多空博弈，现在看来确实是空方胜了，但后面多空未必没有反击的机会。 尤其是3月份的合约交割期。 3月的合约，才是纽交所白银期货交割主力（ 交割窗口期：2026年3月2日至3月31日，期间任意营业日均可完成交割，3月31日为最终截止日，逾期未交割将按违约处理。 ）。 如果你深入去看，会发现近半年库存、交割、持仓数据已形成明确指向：3月合约，很可能会是白银新一轮更加激烈的多空决战的主战场。 对于多头，这巅峰对决的核心底气，源于白银可交割库存的系统性持续枯竭。 数据显示， COMEX白银总库存从2025年9月16550吨峰值，断崖式跌至2026年1月末12624.5吨，半年降幅达23.7%。 库存快速下降，更是来自白银越发扩大的交割需求。 2025年8月至2026年1月，COMEX白银交割量持续突破历史极值： 10月非主力月交割1555.2吨，较往年同期激增10倍；12月主力月交割1959.6吨（6300万盎司）创纪录；2026年1月淡季仍交割1288.9吨（4144万盎司），同比暴涨300%。 进入2月仅首日，交割量就达354.37吨（1250万盎司），相当于去年2月全月的52.5%， 实物消耗节奏几乎让人感到失控。 截至1月下旬，COMEX注册仓单仅1.077亿盎司（3350吨），占总库存比重不足27%；剔除被占用及非合格标的后，有效可交割库存仅62-78吨，不足账面的3%。LBMA可交割库存同步跌至233吨，较去年初暴跌85%，仅够全球15天工业消耗。 而到目前，COMEX 3月合约未平仓合约15.2万手，对应7.6亿盎司潜在交割需求，可用注册仓单仅1.077亿盎司，覆盖比仅14.2%（当然，在临近交割日，绝大部分的这些合约都会平仓走人，3月份还是有能力完成交割的，不用担心违约问题） ...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Solos Technology Limited has filed a patent infringement lawsuit against Meta Platforms (NasdaqGS:META) and its partners over smart-glasses technology. The complaint targets core technologies used in Meta's smart-glasses platform and seeks financial damages and an injunction on further alleged use. The case raises questions about potential impacts on Meta's wearables roadmap and its collaborations in the smart-glasses segment. For you as an investor following NasdaqGS:META, this lawsuit highlights the importance of intellectual property in the wearables and smart-glasses space. Meta has been positioning smart-glasses as part of its broader hardware and mixed reality efforts, an area that many large tech companies are exploring. When disputes reach the level of patent litigation, they can add legal complexity to an already competitive product category. Looking ahead, the key issues to watch include whether the case moves quickly toward settlement or proceeds through a longer court process, and whether any injunction is requested or granted. Outcomes related to licensing, product design changes, or limits on distribution could influence how Meta approaches hardware partnerships and future smart-glasses releases. Stay updated on the most important news stories for Meta Platforms by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Meta Platforms. NasdaqGS:META 1-Year Stock Price Chart Is Meta Platforms financially strong enough to weather the next crisis? Quick Assessment ✅ Price vs Analyst Target : At US$706.41 against a consensus target of US$858.71, the shares sit about 22% below where analysts on average expect them to be. ✅ Simply Wall St Valuation : The stock is assessed as undervalued, trading roughly 32.1% below an estimated fair value. ✅ Recent Momentum: A 30 day...

Earnings call transcript: Palantir’s Q4 2025 revenue surges, stock rises Investing.com

Oracle (ORCL) pushes back on report of OpenAI data center delay MSN

新能源設備供應商先導智能今日起招股，入場費約4,626元。 每股招股價最高45.8元，共發售逾9,361萬股H股，當中一成本港發售，餘額國際發售，集資最多接近43億元。本周五截止招股，下周三掛牌。

New York, Feb 2, 2026, 18:17 EST — After-hours AMD shares jumped roughly 4% in after-hours trading, just one day before the company reports its quarterly earnings OpenAI has been in talks with AMD, seeking alternatives to certain Nvidia AI chips, Reuters reported Traders are zeroing in on AMD’s earnings and its outlook for data-center and AI demand Advanced Micro Devices shares climbed roughly 4% to $246.27 in after-hours trading Monday, extending earlier gains. During the regular session, the stock fluctuated between $229.81 and $253. This matters as AMD approaches its results, with investors eager for signs on whether investment in data centers and AI equipment continues to flow through the chip supply chain. Chip stocks have been volatile, and earnings have become a litmus test for the wider AI sector. AMD plans to release its fiscal fourth-quarter and full-year 2025 earnings after markets close on Feb. 3, with a conference call set for 5 p.m. EST, the company announced. (AMD) Chipmakers pushed U.S. stocks higher on Monday, led by AMD’s 4% jump, as gains spread to peers like Micron Technology amid a rally driven by AI-related demand. “The fundamentals are good and earnings are strong,” said Tim Ghriskey of Ingalls & Snyder. (Reuters) After the close, Reuters reported OpenAI is scouting alternatives to certain Nvidia chips, zeroing in on “inference” — the process of generating responses to user prompts. Sources say OpenAI has explored deals with AMD and startups like Cerebras Systems and Groq. Nvidia maintains that its chips remain the go-to for inference workloads. OpenAI confirmed it still depends on Nvidia for the majority of its inference fleet. CEO Sam Altman noted that customers “put a big premium on speed for coding work.” (Reuters) For AMD, talks with OpenAI bring fresh focus to a rivalry where chip speed, power efficiency, and software backing all weigh heavily. Still, changes in major clients’ purchasing usually surface first in guidance, not revenue. In...

(RTTNews) - The Japan stock market has finished lower in two straight sessions, tumbling almost 970 points or 2.7 percent along the way. The Nikkei 225 now sits just above the 37,470-point plateau although it may stop the bleeding on Tuesday. The global forecast for the Asian markets is cautiously optimistic on optimism over the outlook for interest rates. The European markets were slightly lower and the U.S. bourses were slightly higher and the Asian markets are tipped to follow the latter lead. The Nikkei finished sharply lower on Monday following losses from the financial shares, technology stocks and automobile producers. For the day, the index plunged 494.43 points or 1.30 percent to finish at 37,470.67 after trading between 37,320.72 and 37,651.18. Among the actives, Nissan Motor shed 0.60 percent, while Mazda Motor plunged 3.41 percent, Toyota Motor stumbled 2.82 percent, Honda Motor surrendered 2.11 percent, Softbank Group cratered 3.40 percent, Mitsubishi UFJ Financial retreated 1.75 percent, Mizuho Financial dropped 0.92 percent, Sumitomo Mitsui Financial skidded 1.08 percent, Mitsubishi Electric sank 0.83 percent, Sony Group dipped 0.21 percent, Panasonic Holdings tumbled 1.98 percent and Hitachi slumped 1.68 percent. The lead from Wall Street is mildly positive as the major averages spent most of Monday in the red before a late rally nudged them over the unchanged line. The Dow added 35.41 points or 0.08 percent to finish at 42,305.48, while the NASDAQ gained 128.85 points or 0.67 percent to close at 19,242.61 and the S&P 500 rose 24.25 points or 0.41 percent to end at 5,935.94. The early weakness on Wall Street reflected renewed trade concerns amid further signs of rising tensions between the U.S. and China. China on Monday pushed back against President Donald Trump's claims that it had broken the Geneva trade agreement, accusing the U.S. of violating the deal with increased tech export restrictions and the revocation of Chinese student visas. However, ...

当地时间2月3日凌晨，乌克兰首都基辅传出爆炸声。（央视新闻）

Palantir截至12月底止季度業績好過市場預期，純利逾6億美元，按年增長6.7倍。經調整每股攤薄盈利25美仙，較預期多2美仙。 收入逾14億美元，較預期多逾7,000萬美元。預期今季收入最高可達15.36億美元，全年收入最高接近72億美元。

Microsoft Corporation (NASDAQ:MSFT - Get Free Report)'s stock price dropped 1.6% on Monday . The stock traded as low as $422.25 and last traded at $423.37. Approximately 41,727,276 shares were traded during mid-day trading, an increase of 22% from the average daily volume of 34,120,402 shares. The stock had previously closed at $430.29. Get Microsoft alerts: Sign Up Trending Headlines about Microsoft Here are the key news stories impacting Microsoft this week: Analysts Set New Price Targets A number of research analysts recently commented on the stock. Sanford C. Bernstein reiterated an "outperform" rating and set a $641.00 price objective (down previously from $645.00) on shares of Microsoft in a research note on Thursday. Cantor Fitzgerald restated an "overweight" rating and issued a $590.00 target price on shares of Microsoft in a report on Thursday. Robert W. Baird set a $540.00 price target on shares of Microsoft and gave the company an "outperform" rating in a report on Thursday. DZ Bank reiterated a "buy" rating on shares of Microsoft in a research note on Thursday. Finally, Bank of America lowered their price objective on Microsoft from $640.00 to $520.00 and set a "buy" rating on the stock in a report on Monday, January 26th. One equities research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $597.73. View Our Latest Analysis on MSFT Microsoft Stock Performance The company has a market capitalization of $3.14 trillion, a P/E ratio of 26.48, a price-to-earnings-growth ratio of 1.69 and a beta of 1.08. The firm has a 50 day moving average price of $475.83 and a two-hundred day moving average price of $499.62. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. Microsoft (NASDAQ:MSFT - Get Free Report) last...

人民日报和音刊文称，近期外国领导人密集访华，国际媒体不约而同关注到一个群体——“随行企业家和商业团体”。远道而来，找机遇、谈合作，越来越多外资企业持续发力中国市场，不断深化投资布局，以长期投入对中国市场投下信任票。从“进入中国”走向“融入中国”，从“布局中国”走向“依托中国”，外资企业在中国经济转型升级中分享更大机遇的趋势不会变，中国以高水平对外开放与各国互利共赢、共同发展的决心不会变。

OpenAI isn’t happy with Nvidia’s AI chips anymore, especially when it comes to how fast they can answer users. The company started looking for other options last year, and now it’s talking to AMD, Cerebras, and was even talking to Groq before that got shut down. This tension started getting real when OpenAI realized Nvidia’s chips weren’t fast enough for specific things like writing code and handling software-to-software tasks. One insider allegedly said OpenAI wants new chips to handle at least 10% of its inference needs going forward. That’s the part where the AI replies to users, not the part where it learns stuff. OpenAI wants faster chips for coding and user replies Most of OpenAI’s current work still runs on Nvidia, but behind the scenes, it’s testing chips that could make everything faster. This includes chips packed with SRAM, which helps speed things up by putting memory right next to the processor. Nvidia and AMD still use memory that sits outside the chip, which slows things down. People inside OpenAI pointed to Codex, the tool that writes code, as the place where the slowness was the biggest problem. Some staff even blamed the weak performance on Nvidia’s hardware. In a press call on January 30, OpenAI CEO Sam Altman said, “Customers using our coding models will put a big premium on speed for coding work.” Sam added that regular ChatGPT users don’t care about speed as much, but for developers and companies, every second counts. He said OpenAI had just signed a deal with Cerebras to help speed things up. At the same time, companies like Anthropic and Google are getting better results using their own chips. Google’s TPUs are built specifically for the kind of work inference needs. That’s made them faster at responding, especially for models like Claude and Gemini. OpenAI-Groq talks shut down after Nvidia license deal OpenAI was also in talks with Groq, another startup building fast chips, but those conversations didn’t go far. Nvidia came in and signed a $...

据CME“美联储观察”，美联储到3月降息25个基点的概率为8.9%，维持利率不变的概率为91.1%。美联储到4月累计降息25个基点的概率为22.5%，维持利率不变的概率为76.0%，累计降息50个基点的概率为1.5%。到6月累计降息25个基点的概率为45.9%。

This commercial-stage biotech develops therapies for B-cell malignancies and autoimmune diseases, leveraging a diverse clinical pipeline. On Feb. 2, Hussman Strategic Advisors, Inc. disclosed in a U.S. Securities and Exchange Commission filing that it sold out its entire position in TG Therapeutics (TGTX 1.05%). Exited 126,000 shares in TG Therapeutics. The stake previously represented 1.0% of fund AUM as of the prior quarter What else to know Top holdings after the filing: NASDAQ: QCOM: $4.7 million (1.1% of AUM) NYSE: ETSY: $4.7 million (1.1% of AUM) NYSE: UI: $4.6 million (1.1% of AUM) NYSE: UNFI: $4.2 million (1.0% of AUM) NASDAQ: CHTR: $3.9 million (1.0% of AUM) Company overview Metric Value Revenue (TTM) $531.9 million Net income (TTM) $447.5 million Price (as of market close Jan. 30) $29.43 One-year price change (11.8%) Company snapshot TG Therapeutics is a commercial-stage biotechnology company specializing in innovative therapies for B-cell malignancies and autoimmune diseases. It leverages a diversified pipeline of monoclonal antibodies and small-molecule inhibitors, positioning itself to address unmet needs in hematologic oncology and immunology. With a focus on both development and commercialization, TG Therapeutics aims to expand its market presence through strategic partnerships and a robust clinical program. Its approach combines scientific innovation with targeted market execution to create a competitive edge in the biotechnology sector. Develops and commercializes therapies for B-cell malignancies and autoimmune diseases, with a portfolio including Ublituximab, Umbralisib, Cosibelimab, and several preclinical candidates. Operates a commercial-stage biopharmaceutical business model, generating revenue primarily through the sale and licensing of proprietary drug candidates. Targets healthcare providers and patients in oncology and immunology markets, focusing on hematologic cancers and autoimmune disorders. What this transaction means for investors Pr...

Key Points Hussman Stratgic Advisors sold 126,000 shares of TG Therapeutics. The fund no longer holds any shares. The stake previously represented 1% of fund AUM as of the prior quarter These 10 stocks could mint the next wave of millionaires › On Feb. 2, Hussman Strategic Advisors, Inc. disclosed in a U.S. Securities and Exchange Commission filing that it sold out its entire position in TG Therapeutics (NASDAQ:TGTX). Exited 126,000 shares in TG Therapeutics. The stake previously represented 1.0% of fund AUM as of the prior quarter What else to know Top holdings after the filing: NASDAQ: QCOM: $4.7 million (1.1% of AUM) NYSE: ETSY: $4.7 million (1.1% of AUM) NYSE: UI: $4.6 million (1.1% of AUM) NYSE: UNFI: $4.2 million (1.0% of AUM) NASDAQ: CHTR: $3.9 million (1.0% of AUM) Company overview Metric Value Revenue (TTM) $531.9 million Net income (TTM) $447.5 million Price (as of market close Jan. 30) $29.43 One-year price change (11.8%) Company snapshot TG Therapeutics is a commercial-stage biotechnology company specializing in innovative therapies for B-cell malignancies and autoimmune diseases. It leverages a diversified pipeline of monoclonal antibodies and small-molecule inhibitors, positioning itself to address unmet needs in hematologic oncology and immunology. With a focus on both development and commercialization, TG Therapeutics aims to expand its market presence through strategic partnerships and a robust clinical program. Its approach combines scientific innovation with targeted market execution to create a competitive edge in the biotechnology sector. Develops and commercializes therapies for B-cell malignancies and autoimmune diseases, with a portfolio including Ublituximab, Umbralisib, Cosibelimab, and several preclinical candidates. Operates a commercial-stage biopharmaceutical business model, generating revenue primarily through the sale and licensing of proprietary drug candidates. Targets healthcare providers and patients in oncology and immunology mar...

格隆汇2月3日｜国泰海通发布研报称，无风险收益下沉、资本市场改革与中国经济转型，“转型牛”还有很大空间，远望又新峰，看好细分龙头。在经历累年下行与估值收缩后，价值股有望出现重要拐点。该行从盈利-股价匹配度和盈利-拥挤度匹配度两个维度衡量股价尚未充分计入当前盈利预期上修预期的赛道，建议重视非银/电池/电子/机械/两轮车/商用车等盈利预期上修的低拥挤滞涨板块。

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 美制造企业活动超预期扩张 ，三大 美股 指 反弹 ，道指涨超1%至一周来高位。 苹果涨约4% 、领涨科技巨头，谷歌反弹近2%创历史新高，而陷入OpenAI投资疑云的 英伟达跌近3% ；芯片指数反弹近2%， 闪迪涨逾15% ，AMD涨4%；本季指引疲软的迪士尼收跌超7%；美国锑业公司UAMY涨超7%；比特币盘中重挫拖累持币“大户”Strategy跌近7%；业绩和指引均优于预期的 Palantir盘后 拉升、 一度涨超8% ；汽车业务收入逊色的 恩智浦盘后曾跌超6% 。 美国制造业指数公布后，美债收益率刷新日高；美元指数加速上涨至一周高位。 离岸人民币盘中涨破6.94、靠近将近三年来高位。加密货币盘中转涨，比特币盘中跌破7.5万美元后一度反弹超6%，以太坊一度较日低涨超10%。 金属盘中重挫 ，黄金盘中跌破4500美元创至少三周新低，伦敦现货黄金一度跌10%，现货白银盘中曾跌超10%，后均曾收窄过半跌幅；伦锡收跌10%，三连跌，伦镍跌超6%至四周低位，伦铜跌超2%至逾一周低位。 原油 两连跌至一周低位，至少 收跌超4% ，创七个月最大跌幅，美国天然气跌超25%。 亚洲时段，沪指跌超2%、险守4000点，金银、有色金属全线跌停，白酒逆势拉升，恒科指大跌3%，芯片半导体重挫。 要闻 中国 中国1月RatingDog制造业PMI 升至三个月高位 50.3 ，销售价格14个月来首次上升。 李强 ： 利用人工智能技术重塑生产制造全链条，统筹推动新型能源体系建设 。 海外 美国1月ISM制造业指数 升至52.6 大超预期 ， 创2022年2月以来新高 。 美政府关门让关键数据再次 “迟到” ，周二 12月JOLTS职位空缺报告 和周五 非农就业报告 改期发布。 特朗普 ： 美印达成贸易协议 ，对 印度对等关税 从25% 降 至18%， 莫迪同意停购俄油 。 报道： 特朗普 拟投资120亿美元储备关键矿产 ，美国锑业股价涨超7%。 哈塞特 ： 提名沃什 任美联储主席是“ 正确的时间选了正确的人 ”，美联储资产负债表应“尽可能精简”。 美总统特使 据称 周五与伊外长会面 ， 伊朗 强调美伊核谈核心诉求：解除制裁。 甲骨文 开启250亿美元债发行 ，拟分八部分募资，全力冲刺云基建。 SpaceX 备忘录中 ...

量化策略首超主观 百亿私募“大象奔跑” 2026-02-03 07:15:18 来源： 同花顺7x24快讯 分享 文章提及标的 周期 -- 据证券时报消息，证券私募行业处于关键转折点，实现“百家百亿”规模突破，量化策略首次超过主观策略成为主导力量。头部机构管理规模普遍超过500亿元，外资与险资深度布局，行业分化加速。2025年，量化百亿私募数量超过主观私募，成为行业主力。数据显示，截至2026年1月，百亿私募达118家，量化私募占比最高。头部机构继续壮大，中小私募加速出清，外资与险资私募崛起，私募行业格局剧变，竞争维度多元化。未来竞争将聚焦周期（883436）穿越能力与多元策略体系。

It says something about Hong Kong governance when a simple and well-intentioned requirement for bus passengers to buckle up has become yet another embarrassing policy setback involving the executive branch and the revamped Legislative Council. The abrupt U-turn over the new law on seat belts, less than a week after it took effect, might have been one solution to a problematic law. But the blunder is a blow to the image of the government and of Legco, amid mounting public expectations for better governance. Officials and lawmakers must learn their lesson and get it right when the law is ready for reintroduction following a public consultation. That a straightforward and well-meaning legal amendment seeking to protect public safety has collapsed under the weight of its drafting flaws is to be regretted. Following a deadly bus crash that killed 19 passengers in 2018, the authorities cannot be faulted for wanting to extend the existing seat belt requirement in private vehicles, taxis and minibuses to all public buses. But the public backlash during the implementation last week showed many issues had not been well thought through. And when it emerged that the law actually only covers newly registered buses, there was no alternative but to repeal it. Advertisement The public is entitled to ask what went wrong with the legislative process. The seat belt law was among other traffic amendments passed by the “all patriots” Legco last year. Secretary for Transport and Logistics Mable Chan only said it was “undesirable” when asked why the administration had apparently failed to identify the law’s deficiencies until it was questioned by a former lawmaker in a social media post last week. But the minister stopped short of apologising over the fiasco. Some lawmakers conceded that they had overlooked the technical issues. Under the new governance approach, the revamped “all-patriots” legislature is required to cooperate with the government under the executive-led governance princip...

近日有媒體報道，美國國務院官員與加拿大能源大省艾伯塔的分離主義團體「艾伯塔繁榮項目」（APP）舉行了多次會面。此舉引發加拿大政府對美國可能干涉其內政的擔憂，加拿大總理卡尼表示，他期望美國政府尊重加拿大的主權。 報道指會面至少三次 分離主義者尋求美方資金支持 英國《金融時報》引述知情人士稱，自去年4月以來，APP的領導人已在華盛頓與美國國務院官員舉行了至少三次會面。該團體正尋求在下個月與美國官員再次會晤，並期望討論一項5,000億美元的信貸額度，以支持艾伯塔省在未來可能舉行的獨立公投（目前尚未啟動）。 半島電視台的報道進一步指出，美國財政部長貝森特早前接受右翼媒體採訪時，將艾伯塔描述為「美國的自然夥伴」，並讚揚該省的資源財富和「獨立」性格。他的言論引發了渥太華的警覺。 加拿大政界強烈反應 斥「叛國」並呼籲團結 加拿大總理卡尼在渥太華明確表態：「我期望美國政府尊重加拿大的主權。」他強調在提出此問題後，希望雙方將重點放在可以合作的領域。 卑詩省長戴維·伊比對此反應最為激烈，他將報道中所述的幕後會面形容為「叛國」行為。安大略省省長道格·福特則呼籲全國團結，強調「我們需要團結在一起，這是加拿大隊。」 然而，艾伯塔省省長丹妮爾·史密斯表示，她不會妖魔化那些因對聯邦政府有「合法不滿」而傾向獨立的艾伯塔人。值得注意的是，史密斯本人長期親特朗普，並曾於2025年1月訪問特朗普的海湖莊園。 艾伯塔分離主義根源與公投前景 艾伯塔省對聯邦政府的不滿已積累數十年，根源主要在於對聯邦政府管理該省豐富油氣資源方式的分歧。許多艾伯塔人認為，聯邦政策（特別是環境監管、碳定價和管道審批）限制了該省的能源開發和出口能力。 根據民調機構益普索最近的調查，約十分之三的艾伯塔人支持啟動脫離加拿大的程序，但其中約五分之一的支持者僅將此視為表達政治不滿的象徵性舉動。 根據該省的公民倡議規則，若收集到近17.8萬個簽名，即可推動就獨立問題進行全民投票。但即使公投通過，根據加拿大的《清晰法案》，聯邦政府仍需判定公投問題是否清晰、結果是否代表明確多數，其後才會展開涉及資產債務分割、邊界及原住民權利等複雜議題的談判。 美方回應與「艾伯塔繁榮項目」主張 針對報道，白宮和國務院官員向《金融時報》表示，行政官員定期與民間社會團體會面，但並未傳達任何支持或承諾。一位了解貝森特想法的人士稱，貝森特既不支持也不反對艾伯塔的獨立運動，...

New York, Feb 2, 2026, 18:15 EST — After-hours Shares of Amazon.com Inc climbed 1.5% in after-hours trading Monday, reaching $242.96. The move extended gains from the regular session as investors turned their attention to the company’s upcoming quarterly earnings report later this week. This report matters now because it offers insight into two drivers behind U.S. tech’s recent moves: cloud demand and AI costs. Amazon’s results often act as an informal gauge for corporate IT budgets and the health of consumer spending on discretionary goods. Investors are keeping an eye on capital spending, or “capex,” which covers the cash companies invest in data centers, chips, and other durable equipment. This follows sharp moves in megacap tech stocks tied to guidance and spending updates. The wider market set a positive tone. The S&P 500 gained 0.54% on Monday, nearing its record high, with Alphabet and Amazon rising as investors shifted back into big tech, according to market data. “The fundamentals are good and earnings are strong,” said Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder. (Reuters) Amazon Web Services expanded its SageMaker JumpStart catalog with new AI models like DeepSeek OCR, MiniMax M2.1, and Qwen3-VL-8B-Instruct. The move reflects growing demand for plug-and-play tools that spare customers the hassle of training models from scratch. (Amazon Web Services, Inc.) A fresh workforce alert emerged from Washington. A WARN notice lodged with state officials reveals Amazon is set to cut 2,198 jobs starting April 28 and continuing through June, a report based on the filing said. (Axios) Amazon’s satellite broadband project has asked the Federal Communications Commission for an extension to meet an interim low-Earth orbit deployment milestone, throwing its timeline into fresh doubt. Satellite analyst Tim Farrar noted in a post on X that the request should “quiet any questions” about the program’s future but added it requires a more advanced design to ri...

当地时间2月2日，针对伊朗问题，美国总统特朗普表示，美方已向相关地区调动大型军舰，同时与伊朗保持沟通，“将观察事态如何发展”。据悉，特朗普2日下午在白宫对媒体表示，“美国正在与伊朗对话，但同时非常强大的军力也正在向当地部署。”特朗普称，他“希望能看到通过谈判达成一项协议——如果不行，可能会发生糟糕的事情。”（央视新闻）

青春经济带来的变化首先体现在消费（883434）端。青年消费（883434）者追求的不再是单一产品，而是更加注重情感共鸣、文化认同和价值表达，由“性价比”转向“心价比”。无论是为高品质生活付费，还是为兴趣爱好买单，抑或是出于民族自信而支持国产品牌，其消费（883434）行为愈加个性化、体验化和社交化。从国潮热、汉服热到盲盒经济、谷子经济（886095），从懒人经济、新式茶饮到疗愈经济、户外生活，这些新的消费（883434）趋势无不折射出青年群体对市场风向的改变。借助社交媒体分享、种草，年轻的消费（883434）者构筑起显著的圈层影响力，驱动企业快速响应、精准创新，倒逼供给侧变革。(经济日报)

AMD's AMD stock has had an explosive start to 2026, spiking over +15%, and is now up more than +100% in the last year as it gains share in the AI chip market. With companies seeking alternatives to Nvidia’s NVDA ecosystem, AMD’s rally has been driven by surging demand for its AI accelerators, bullish analyst upgrades, and near-sold-out server CPU capacity — creating a perfect storm of optimism around its revenue outlook. This makes it a worthy topic of whether it's still time to buy, hold, or take profits in AMD stock as its Q4 results approach after-market hours on Tuesday, February 3. Image Source: Zacks Investment Research AMD’s Q4 Expectations Based on Zacks estimates, AMD’s Q4 sales are thought to have increased 26% to $9.67 billion compared to $7.66 billion a year ago. On the bottom line, Q4 EPS is expected at $1.32, a 21% increase from $1.09 per share in the comparative quarter. It's noteworthy that AMD has been able to exceed top and bottom line expectations in each of its last four quarterly reports, posting an average sales and EPS surprise of 4.02% and 2.45%, respectively. Image Source: Zacks Investment Research Furthermore, the Zacks ESP (Expected Surprise Prediction) suggests AMD could once again surpass earnings expectations, with the Most Accurate and recent estimate among Wall Street analysts having Q4 EPS pegged at $1.34 and 2% above the underlying Zacks Consensus (Current Qtr below). Image Source: Zacks Investment Research High Demand for AMD’s AI Accelerators Rounding out fiscal 2025, AMD’s total sales are expected at $34.03 billion, a 32% spike from $25.79 billion in 2024. Plus, FY26 sales are projected to soar another 29% to $43.9 billion. It’s worth noting that analysts are already forecasting AMD’s AI revenue for 2026 to be between $14-$15 billion, driven by its MI355 and MI455 accelerator shipments. The MI355 and MI455 accelerators are next-generation AI and HPC (high-performance computing) GPUs built on AMD’s compute DNA architecture (CDNA)....

1月22日，在江铜集团贵溪冶炼厂智能化电解车间，机器臂对铜板进行称重打包。 （新华社） 铜价回调，中国铜加工商和制造商在春节假期前趁价格回落补充库存。 据中国大宗商品咨询机构“我的钢铁网”（Mysteel）数据，此次回调引发现货市场一波采购潮，日成交量翻倍至3.81万吨，创下三个月来新高。 据彭博社报道，匿名知情人士表示，随着期货价格较上周高点回落12%，只要价格维持在当前水平，部分企业将继续采取按需采购的模式，以满足农历新年后的生产需求。 中国工厂是全球最大的铜消费群体，它们把铜加工成电线、电缆及棒材，用于电力基础设施、家电和电动汽车。 彭博社报道称，这些企业的买盘可能为铜价确立底部，因为这反映了传统用户在评估未来订单预期、成本上升以及面对巨幅价格波动下的流动性后，所能接受的价格水平。

Jessica Carter/DigitalVision via Getty Images Taking a bearish position on Chinese equities is easy to describe but often harder to execute in practice. Directly shorting Chinese stocks or indices can involve margin requirements, borrowing constraints, and access issues, especially for retail investors. For investors who want amplified downside exposure to Chinese equities over very short time frames, without having to manage short positions themselves, leveraged inverse ETFs like the Direxion Daily FTSE China Bear 3X Shares ETF ( YANG ) can help you fulfill those investment purposes. Today, I will discuss YANG and give a rundown of the fund that should help you understand the product and when it may be suitable for your use case. YANG's Strategy and Goal YANG's goal is to deliver the daily -300% performance of the FTSE China 50 Index before fees and expenses. This is an index that is made up of 50 of the largest and most liquid Chinese companies trading on the Hong Kong Stock Exchange and includes companies like Tencent, Alibaba, Xiaomi, China Construction Bank, and more. The index's top ten holdings and sector breakdown at the time of writing are as follows: FTSE China 50 Index Top Ten Holdings and Sector Breakdown (Direxion) To put it in simpler terms, YANG will look to offer -3x the daily performance of China's 50 largest and most liquid companies in the opposite direction. For example, for every one basis point that the FTSE China 50 Index falls on a given day, YANG will also rise by three. And for every one basis point that the FTSE China 50 Index rises by, YANG will fall by three. Of course, it should be noted that the fund won't offer these exact performance numbers, but it should be fairly close for each day. To accomplish this, the fund operates using derivative instruments, primarily swap agreements, to deliver inverse exposure. These are essentially contracts where the fund and a third party will exchange cashflows based on set terms. In the case of YANG...

Key Points Joby plans to launch air taxi services with its first vertiport at Dubai International Airport in the first quarter. It's also part of the White House's eVTOL Integration Pilot Program and may begin flights as early as this year. 10 stocks we like better than Joby Aviation › Joby Aviation (NYSE: JOBY) 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. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » 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...

New York, February 2, 2026, 18:13 EST — After-hours Palantir shares held steady in late after-hours trading, following a sharp initial reaction to the earnings report. The company reported Q4 revenue up 70% and set 2026 revenue guidance significantly higher than analysts expected. Investors are closely monitoring if soaring U.S. commercial demand can justify the high valuation. Palantir Technologies Inc. shares edged slightly to $147.76 in late after-hours Monday, following a rollercoaster first response to its quarterly earnings and guidance. The stock ended the regular session up roughly 0.8% at $147.80, but in extended hours it swung between $144 and $161, with volume surpassing 71 million shares. (Yahoo Finance) The print matters for more than just Palantir. It’s become a barometer for how quickly major U.S. institutions are moving from AI pilots to fully operational systems that generate revenue, and whether that spending holds up as tech budgets get squeezed. The timing is tricky for high-multiple software stocks. On every earnings call, investors press the same point: deliver margins, prove cash flow, and skip the vague “platforms” talk. Palantir posted Q4 revenue of $1.407 billion, a 70% jump from the prior year, alongside adjusted EPS of $0.25. The company projects Q1 revenue in a tight range of $1.532 billion to $1.536 billion. For the full year 2026, it expects revenue between $7.182 billion and $7.198 billion, with U.S. commercial revenue surpassing $3.144 billion. CEO Alex C. Karp highlighted Palantir’s “Rule of 40” score at an impressive 127% — a figure combining revenue growth and adjusted operating margin. (SEC) The company reported a 137% jump in U.S. commercial revenue to $507 million, while U.S. government revenue climbed 66% to $570 million for the quarter. It closed 180 deals, each valued at $1 million or more, and recorded a total contract value—representing the potential lifetime value of contracts signed during the period—of $4.262 billion, m...