Source: Bloomberg, 0:00

Demand for AI-driven data centers is surging globally, driven by the widespread adoption of artificial intelligence across various sectors such as enterprise, logistics, finance, and industrial operations. This trend is reshaping commercial real estate as these data centers, requiring substantial electrical capacity and advanced infrastructure, become foundational rather than peripheral assets. Corniche Capital, led by David Ebrahimzadeh, is focusing its investment strategies on AI-capable infrastructure, emphasizing long-term alignment with the physical demands of the AI economy. Institutional and private equity capital is increasingly being directed toward these tangible assets, reflecting a strategic shift in commercial real estate investment. In other trading, Sandisk was a notable mover up 15.4% and closing at $665.24, hovering around its 52-week high. In the meantime, Netskope trailed, down 5.1% to end the day at $14.10, not far from its 52-week low. Microsoft's accelerated AI and cloud integration fosters immediate opportunities amidst sustainable growth. Click here to explore Microsoft's evolving position in the tech landscape. Don't miss our Market Insights article "Which Markets Will Sink or Swim in 2026?" offering crucial insights on Cloud AI's growth and challenges, driving economic and earnings growth in key sectors. Get in fast! Best Cloud AI Stocks Alphabet settled at $343.69 up 1.7%, close to the 52-week high. Microsoft finished trading at $423.37 down 1.6%. Appspace announced an expanded integration with Microsoft's Places today, enhancing workplace navigation and resource management. Oracle finished trading at $160.06 down 2.7%. This week, Oracle announced plans to raise $45 billion to $50 billion in 2026 to expand its cloud infrastructure capacity through equity and debt. Key Takeaways This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our...

惠普 公司周二宣布，任命Bruce Broussard为公司临时首席执行官，任命即刻生效。 公司表示，Enrique Lores已辞去总裁兼首席执行官及董事会成员职务，另谋职业发展，Bruce Broussard接任其职位。 责任编辑：李肇孚

格隆汇2月3日｜美联储理事米兰表示，美联储应适应人工智能驱动的劳动力市场转型。从长期来看，希望美联储资产负债表规模更小。要缩减资产负债表，需要更多监管变革。美联储货币政策过于紧缩。

Palantir, Capri and Marathon gain premarket; Merck and Pfizer fall Investing.com

India’s Supreme Court on Tuesday delivered an unusually sharp rebuke to Meta, warning that it would not allow the social media giant to “play with the right to privacy” of Indian users, as judges questioned how WhatsApp monetizes personal data. The comments were made as Meta appealed a penalty imposed over WhatsApp’s 2021 privacy policy. The judges repeatedly asked the company how users can meaningfully consent to data-sharing practices in a market where the app is pretty much the default communications platform. With more than 500 million users, India is WhatsApp’s largest market and a key growth area for Meta’s advertising business. Judges in the case question the potential commercial value of metadata generated by the platform, and how such data could be monetized across Meta’s wider advertising and AI functions. During the hearing, Chief Justice Surya Kant said the Supreme Court would not allow Meta and WhatsApp to share even “a single piece of information” while the appeal was pending, arguing that users faced little real choice in accepting WhatsApp’s privacy policy. Calling the messaging service a monopoly in practice, Kant questioned how “a poor woman selling fruits on the street” or a domestic worker could be expected to grasp how their data was being used. Other judges also pressed Meta on how user data was analyzed beyond message content. Justice Joymalya Bagchi said the court wanted to examine the commercial value of behavioral data and how it was used for targeted advertising, arguing that even anonymized or siloed information carried economic worth. Government lawyers added that personal data was not only collected but also commercially exploited. Meta’s lawyers said the platform’s messages are end-to-end encrypted and inaccessible even to the company, arguing that the privacy policy in question did not weaken user protections or allow chat content to be used for advertising. Techcrunch event TechCrunch Founder Summit 2026: Tickets Live On June 23 in B...

India’s Supreme Court on Tuesday delivered an unusually sharp rebuke to Meta, warning that it would not allow the social media giant to “play with the right to privacy” of Indian users, as judges questioned how WhatsApp monetizes personal data. The comments were made as Meta appealed a penalty imposed over WhatsApp’s 2021 privacy policy. The judges repeatedly asked the company how users can meaningfully consent to data-sharing practices in a market where the app is pretty much the default communications platform. With more than 500 million users, India is WhatsApp’s largest market and a key growth area for Meta’s advertising business. Judges in the case question the potential commercial value of metadata generated by the platform, and how such data could be monetized across Meta’s wider advertising and AI functions. During the hearing, Chief Justice Surya Kant said the Supreme Court would not allow Meta and WhatsApp to share even “a single piece of information” while the appeal was pending, arguing that users faced little real choice in accepting WhatsApp’s privacy policy. Calling the messaging service a monopoly in practice, Kant questioned how “a poor woman selling fruits on the street” or a domestic worker could be expected to grasp how their data was being used. Other judges also pressed Meta on how user data was analyzed beyond message content. Justice Joymalya Bagchi said the court wanted to examine the commercial value of behavioral data and how it was used for targeted advertising, arguing that even anonymized or siloed information carried economic worth. Government lawyers added that personal data was not only collected but also commercially exploited. Meta’s lawyers said the platform’s messages are end-to-end encrypted and inaccessible even to the company, arguing that the privacy policy in question did not weaken user protections or allow chat content to be used for advertising. The case stems from a 2021 update to WhatsApp’s privacy policy that required ...

格隆汇2月3日｜阿格斯研究公司将雪佛龙目标价从183美元上调至203美元。

champc/iStock via Getty Images J&J Snack Foods ( JJSF ) reported sales decreased 5.2% from a year ago in FQ1, with most of the decline attributable to the bakery business and strategic portfolio rationalization efforts. Food service segment net sales decreased 8.3%. Bakery was down approximately 17% and accounted for $18 million of the decline in food service, reflecting ongoing efforts to improve profitability through portfolio rationalization. Retail supermarket segment net sales increased 2.6%, as handheld sales increased 35% as the company lapped capacity constraints from the prior year facility fire. Meanwhile, frozen beverage segment net sales were approximately flat. Beverage sales were up modestly, whereas service and machine sales combined were down modestly. The company's gross margin rate improved from 25.9% to 27.9%. The improvement was noted to primarily reflect the early benefits of Apollo transformation initiatives and favorable product mix, partially offset by $1.0 million in product disposal costs and approximately $0.6 million in tariff-related costs net of pricing offsets. Adjusted operating income was $8.0 million, compared to $8.2 million in the prior year quarter. Adjusted earnings per diluted share were reported at $0.33 vs. $0.30 consensus and $0.33 a year ago. Shares of J&J Snack Foods ( JJSF ) were down 1.3% in premarket trading on Tuesday. More on J&J Snack Foods J&J Snack Foods: Fairly Valued, Though It's Getting Harder To Say No To This Treat J&J Snack Foods Corp. (JJSF) Q4 2025 Earnings Call Transcript J&J Snack Foods declares $0.80 dividend J&J Snack Foods outlines $20M cost savings through Project Apollo as company accelerates share repurchases Seeking Alpha’s Quant Rating on J&J Snack Foods

Tesla now trades with a 400 P/E, but an intact uptrend and bullish analysts are keeping the bull case alive, even as the valuation leaves no room for error.

PayPal于周二宣布，任命Enrique Lores为总裁兼首席执行官，任命自3月1日起生效。 责任编辑：李肇孚

格隆汇2月3日｜据科创板日报，将于3月启幕的英伟达2026年GTC大会嘉宾名单发布，月之暗面创始人杨植麟列席其中，是唯一一位来自独立大模型创业公司的代表。其他出席嘉宾还包括特斯拉AI软件副总裁Ashok Elluswamy、Cursor CTO以及RunWay CTO等。

monsitj/iStock via Getty Images Gold and silver prices rebounded strongly Tuesday after two days of heavy selling, lifting global stocks and funds linked to the metals. After Friday's plunge in its worst day since 1980 and another decline on Monday that left gold down 13% over two sessions, bargain hunters re-entered the market Tuesday, most-active Comex gold ( XAUUSD:CUR ) for April delivery traded +5.8% at $4,924/oz, while Comex March silver ( XAGUSD:CUR ) rallied +12.4% at $86.55/oz. Among precious metals miners moving higher in pre-market trade: Hecla Mining ( HL ) +8.3%, Coeur Mining ( CDE ) +8.2%, Endeavour Silver ( EXK ) +8.1%, First Majestic Silver ( AG ) +7.5%, Pan American Silver ( PAAS ) +7.4%, Wheaton Precious Metals ( WPM ) +6.4%, Kinross Gold ( KHC ) +6.3%, Equinox Gold ( EQX ) +6.1%, Iamgold ( IAG ) +5.9%, Eldorado Gold ( EGO ) +5.6%, Anglogold Ashanti ( AU ) +5.5%, Agnico Eagle Mines ( AEM ) +5.3%, Franco-Nevada ( FNV ) +5%, Newmont ( NEM ) +4.8%, Royal Gold ( RGLD ) +4.8%, Barrick Mining ( B ) +4.7%, Gold Fields ( GFI ) +3.8%. "The sharp selloff in gold over the past few days has encouraged investors to buy on the dip, scooping up the precious metal in their droves and making it sparkle again," AJ Bell investment director Russ Mould said in a note. The earlier selloff was triggered by President Trump's nomination of Kevin Warsh as the next Federal Reserve chair, a choice markets viewed as more hawkish than other contenders for the job, alongside a rebound in the dollar. "Prices had previously moved well beyond levels typically associated with pure safe-haven demand linked to geopolitical or macro uncertainty," Sucden Financial analysts said in a note. "As a result, the correction appears less about uncertainty subsiding and more about excess positioning being cleared." ETFs: ( GLD ), ( GDX ), ( GDXJ ), ( IAU ), ( NUGT ), ( PHYS ), ( GLDM ), ( AAAU ), ( SGOL ), ( RING ), ( BAR ), ( OUNZ ), ( SLV ), ( PSLV ), ( SIVR ), ( SIL ), ( SILJ ) More on gold a...

2026年1月，湖南长沙投资者周先生如常点开“杰我睿”APP查看账户黄金持仓时，一行“系统维护，提现暂停”的提示，打破了他对这个“创新黄金投资平台”的信任。彼时他未曾想到，这并非一次寻常的技术升级，而是一场数十位投资者资金被困的挤兑风暴的开端。 48小时后，“杰我睿”APP彻底无法加载，页面黑屏。恐慌迅速在全国多地用户社群中蔓延，浙江、福建、广东、湖南等省份的投资者相继发现，自己账户内的“数字黄金”与投入资金，随平台停摆一同“消失”。 1月22日，第一批维权投资者赶赴深圳市罗湖区水贝特力珠宝大厦——这里地处“中国黄金珠宝产业第一街”核心区域，承载着全国约八成黄金珠宝批发业务，也是“杰我睿”的注册经营地，而他们看到的，只有紧闭的卷帘门和一张“内部调整，暂停营业”的简短告示。 这场以“互联网+黄金”为名、持续近十年的资本游戏，在农历新年将至的节点，轰然崩塌。 01 从“免工费”引流到高息陷阱 企查查公开信息显示， “杰我睿”全称为深圳市杰我睿珠宝有限公司，成立于2014年，法定代表人为张志腾，工商登记经营范围涵盖珠宝首饰、黄金制品购销，看似是一家传统珠宝企业 。但过去十年间，它借助互联网社交平台，悄然转型为面向普通消费者的“黄金投资平台”，用层层套路吸引投资者入局。 最具诱惑力的引流手段，是“免工费”兑换黄金首饰的活动。用户通过充值积累余额或“金料”，即可在活动期间等值兑换商城内的金镯、金戒指等饰品，省去市场上通常数百元的加工费，这一策略尤其吸引了大量年轻女性用户，通过小红书、抖音等平台的口碑传播，快速积累了流量基础。 “免工费”只是敲门砖，“杰我睿”的核心盈利的是两条并行的“高息财路”。其一，“实物黄金托管+收益”模式：平台宣称，投资者可按实时金价购买实物金条并提取，也可将金条托管在平台，享受年化8%至12%的“保管收益”，且资金可“随进随出”，实质是将黄金包装成高流动性、高收益的理财产品。 其二，“预定价交易”模式：投资者仅需支付部分定金，即可锁定未来某个时点的黄金价格，通过预测涨跌获利，这种交易完全脱离实物交割，投资者签署的《黄金定价协议》并无真实黄金支撑，到期无法交割时，平台仅以“积分”形式延期。 业内人士指出，这种模式本质上是打着黄金幌子的非法期货交易或价格对赌游戏，甚至可能涉嫌开设赌场罪，与此前水贝片区被查处的同类平台违规模式高度一致。 调查发现，多数投资者...

格隆汇2月3日｜1. 美国三大股指期货齐涨，纳指期货涨0.54%，标普500指数期货涨0.28%，道指期货涨0.03%。 2. 欧股主要指数涨跌不一，德国DAX指数涨0.41%，英国富时100指数跌0.5%，法国CAC指数跌0.13%，欧洲斯托克50指数涨0.34%。 3. SpaceX宣布已收购马斯克旗下人工智能公司xAI，合并后的总估值将达到1.25万亿美元。 4. 美国联邦住房金融局局长：若特朗普有此意愿，我们已准备好推进房利美和房地美的IPO。 5. Palantir Q4营收同比大增70%至14.1亿美元，调整后每股盈利0.25美元，均超预期。 6. 辉瑞Q4营收175.6亿美元超预期，试验结果显示GLP-1新药可实现稳定减重。 7. 百事Q4净营收293.4亿美元，每股收益为2.26美元，超预期，拟回购100亿美元股票。 8. Paypal Q4营收86.8亿美元不及预期，任命惠普高管Enrique Lores为新任CEO。 9. 任天堂前三财季净销售额同比暴增99.3%至超1.9万亿日元，Switch 2销量达1737万台。 10. 特斯拉1月在法国电动车销量创三年新低，挪威销量暴跌88%。 11. 软银子公司SaiMemory将与英特尔合作推动下一代存储技术的商业化。 12. 西部数据CFO：2026年产能已被预订一空，已有客户询问2030年供应。 13. 美国国家公路交通安全管理局扩大对127万辆福特F-150皮卡的调查。 14. Saphnelo皮下剂型申请遭FDA驳回，阿斯利康承诺与FDA密切合作以尽快推进申请。 15. Adobe将于2026年3月1日停止销售旗下2D动画软件Adobe Animate。 16. 纽交所母企洲际交易所获美国SEC批准提供国债清算服务。 17. 戴文能源同意以214亿美元收购美国页岩油竞争对手Coterra。 (格隆汇)

西藏精神领袖达赖喇嘛星期一首度获得美国格莱美奖。 （法新社档案照片） （北京综合讯）西藏精神领袖达赖喇嘛星期一首度获得美国格莱美奖，中国外交部回应时强调，反对将艺术奖项作为反华政治操弄工具。 据法新社报道，高龄90岁的达赖喇嘛凭借作品《冥想：达赖喇嘛尊者的沉思》，获颁今年度格莱美最佳有声读物、旁白和故事讲述录音奖，有份参与的音乐人温赖特（Rufus Wainwright）代为领奖。 达赖喇嘛星期一（2月2日）在社交平台发文，对于获得这一殊荣表示感激。“我怀着感恩和谦卑之心接受这份荣誉。我并不认为这是对我个人的认可，而是对我们共同的普世责任的肯定。” 达赖还说，他真心相信和平、慈悲、关心环境，以及理解人类一体性，对于全球80亿人的集体福祉至关重要。“格莱美奖的认可，能有助于更广泛地传播这些信息，对此我由衷感激。” 中国外交部发言人林剑星期一在例行记者会上回应时，形容十四世达赖不是单纯的宗教人士，而是一个披着宗教外衣、从事反华分裂活动的政治流亡者。 林剑说：“我们坚决反对有关方面将艺术评奖，作为反华政治操弄的工具，这一立场是一贯的，明确的。”

格隆汇2月3日｜美联储理事米兰表示，对金属市场价格波动不作过多解读。

MFS Investment Management的Peter Goves在一份报告中称，随着英国通胀放缓，英国央行未来几个月可能降息。不过，市场普遍预计英国央行将在周四的利率决定中维持利率在3.75%不变。Goves称，“我们认为需求前景依然有些疲软，英国央行极有可能下调其近期通胀路径。“伦敦证券交易所集团的数据显示，市场已完全反映英国央行7月可能降息一次的预期，且今年第二次降息的可能性较低。 责任编辑：何云

Madison Square Garden Entertainment press release ( MSGE ): Q2 GAAP EPS of $1.94 misses by $0.32 . Revenue of $459.94M (+12.9% Y/Y) beats by $7.69M . Adjusted operating income of $190.4 million, an increase of $26.4 million, or 16%, both as compared to the prior year quarter. More on Madison Square Garden Entertainment Madison Square Garden Entertainment: Waiting For A Better Entry Point Madison Square Garden Entertainment Corp. 2026 Q1 - Results - Earnings Call Presentation Madison Square Garden Entertainment Corp. (MSGE) Q1 2026 Earnings Call Transcript Top-performing movies and interactive entertainment stocks in 2025 Msg entertainment targets record 215 Christmas Spectacular shows while bookings, share buybacks accelerate in fiscal 2026

JHVEPhoto/iStock Editorial via Getty Images Investment Thesis This article explains why Salesforce’s (NYSE: CRM ) stock is undervalued and what investors should remain in the long term. I highlight the lag between the company’s revenue and its performance metrics. CRM’s stock has had a poor performance throughout the last year, due to the gradual reduction in its revenue growth rate. Many analysts and investors miss the lag between revenue growth rate and organic growth, as reflected by the company’s performance metrics. Seeking Alpha With main growth catalysts, its AI-based software tools and its holistic solution, it benefited from customer stickiness and cross-selling opportunities. I expect stock to outperform over the long run, despite the risks it faces, such as competition, AI adoption headwinds and macroeconomic risks; therefore, I assign a BUY rating at this stock. Business and Financial Overview Salesforce offers holistic software solutions to enterprises. Its business model is mainly based on subscription and support services, which account for almost 95% of its total revenue, and the rest of its revenue is generated from professional (consulting) services. The company reported 9% YoY growth, with main driver being the Platform 360. Also, the company has solid gross margins and strong FCF. Furthermore, CRM’s financial discipline has resulted in an upward trend on profit margins over the last quarters -and the company is anticipated to maintain this trend, with an operating margin of 34.1% in FY26 . In turn, higher profitability supports the company’s FCF, providing flexibility and liquidity to service its $11.6B in debt. Q3’26 Presentation Thus, it mainly operates under a Software-as-a-Service (SaaS) model. In particular, its software solutions are structured into the business units below: Sales: software tools in order to help companies manage their sales, opportunities and manage customer relationships. Service Cloud: software tools for customer service...

格隆汇2月3日｜芝加哥商品交易所集团表示，1月份日均合约交易量同比增长15%，达创纪录的2960万份合约。

simonkr/E+ via Getty Images Co-authored with Beyond Saving Have you ever felt like you were jumping out of the frying pan and into the fire? We all have. The frying pan to fire is an English version of a proverb that has been around for millennia across numerous cultures and languages. One of the oldest written uses of the concept was a poem written over 2,000 years ago by Germanicus Caesar, featuring a hare running from a dog and jumping into the ocean. We have all tried to escape a bad situation by diving into another bad situation. The details might vary, but it is a shared human experience. It is an experience that many share when it comes to investing. Sometimes I see investors make a jest along the lines of "Well, I just bought ABC, get ready for it to crash!" – the people who were buying Yahoo in 1999 or Lehman Brothers in 2007, when its 10-year CAGR was 27%: Source Companies Market Cap Website By 2007, it was returning over three times the total return of the S&P 500 over the same period. If you were sitting there in 2007 and you didn't own Lehman, you felt like you were missing out. That's why it was such a shock when it collapsed so quickly because everyone thought it was a safe, sure bet to go to the moon. Investors often want to look backward and buy the companies that have the highest trailing returns. The risk is that it often means buying investments when they are at their most expensive. Economies are cyclical, and so it shouldn't be surprising that investments are as well. If you are buying whatever sector is the "hottest" today, you need to be keenly aware that it won't be hot forever and be prepared to either hold through the next downswing or identify a point to exit before the downswing happens. We prefer to identify opportunities that we can hold for the long term, that we can add to through downswings, and sit back and hold when prices are high, collecting good dividends the whole cycle. Today, we're going to take a look at two picks that fell...

国内高端装备龙头杰瑞股份，开年狂揽北美“超级大单”。 2月1日，杰瑞股份发布公告称，其全资子公司杰瑞敏电与北美客户成功签署发电机组销售合同， 单笔合同金额超12亿元人民币。 雷达财经梳理发现，自2025年11月以来，杰瑞股份在北美市场收获颇丰，接连斩获四笔亿元美金级的大订单。这一亮眼成绩的背后，离不开公司创始人孙伟杰等人多年来的深耕与前瞻性战略布局。 自上世纪90年代毅然投身商海以来，在孙伟杰等创始人的引领下，杰瑞集团已成为一家创新驱动的多元化产业集团。除杰瑞股份外，杰瑞集团旗下还有另外一家上市公司德石股份。 在去年10月揭晓的《2025胡润百富榜》中，孙伟杰以110亿元的身家位列榜单第647位。 从业绩表现来看，去年前三季度，杰瑞股份营收、归母净利润分别实现29.49%、13.11%的增长。不过，公司的毛利率和净利率指标却双双下滑。 值得一提的是，杰瑞股份此次拿下的北美新订单交付期限长达30个月。如此长的交付周期，既为公司的业绩增长提供了一定的长期保障，也带来了诸多不确定性。 杰瑞股份在公告中坦言，在合同执行过程中，可能会受宏观经济环境变化、政策变化、市场变化、汇率波动等因素影响，导致合同的执行和收入确认存在不确定性。 签署超12亿元大单，拿下第四笔亿元美金项目 据杰瑞股份2月1日发布的公告，公司全资子公司杰瑞敏电此番与美国某客户签署的燃气轮机发电机组销售合同金额达1.82亿美元，约合人民币12.65亿元。 据悉，本次合作方为杰瑞敏电新开拓的重要客户，标志着公司在北美市场的客户基础进一步扩大。此次签约不仅在金额上再创新高，更标志着公司在数据中心领域市场影响力与品牌认可度的持续提升。 杰瑞股份表示，本合同金额占公司2024年度经审计营收的9.47%，预计将对公司未来经营业绩产生积极影响。 据杰瑞股份介绍，在此次签署的项目中，杰瑞敏电所提供的拖车载移动式发电机组秉持“快速拆装、灵活转场”的核心设计理念，运用高度集成化设计，可于24小时内完成安装部署，极大缩短建设周期，显著提升客户在复杂应用场景下的部署效率。 雷达财经了解到，这笔合同其实已是自2025年11月以来，杰瑞敏电接连落地的第四笔亿元美金项目订单。 今年1月中旬，杰瑞股份宣布，杰瑞敏电与北美战略客户成功签署1.06亿美元发电机组销售合同，金额约合人民币7.42亿元，该设备将用于北美数据中心及工业供电等领域。 本...