Alphabet Q4 Earnings Preview: AI spending and CapEx in focus (GOOG:NASDAQ) Seeking Alpha

Source: Bloomberg, 5:57

美联储周二隔夜逆回购协议（RRP）使用规模为17.85亿美元。

格隆汇2月4日｜乌克兰任命的扎波罗热州军政管理局当地时间2月3日通报称，当天俄军袭击了该州首府扎波罗热市，目前已造成2人死亡，7人受伤。

Explore how portfolio diversification and sector focus set these leveraged tech ETFs apart for risk-conscious investors. The Direxion Daily Semiconductor Bull 3X Shares (SOXL 10.84%) and ProShares - Ultra QQQ (QLD 4.18%) both offer leveraged exposure to U.S. technology themes, but SOXL delivers triple daily leverage to semiconductors while QLD targets double daily leverage to a broader NASDAQ-100 mix. Both SOXL and QLD cater to investors seeking amplified returns from leading technology stocks, but their approaches diverge sharply. SOXL is a pure semiconductor play with three times daily leverage, while QLD offers two times daily leverage to a more diversified set of technology, communication services, and consumer cyclical companies. This comparison explores their costs, risk profiles, sector tilts, and portfolio concentration to help clarify which may appeal depending on an investor’s risk appetite and market outlook. Snapshot (cost & size) Metric SOXL QLD Issuer Direxion ProShares Expense ratio 0.75% 0.95% 1-yr return (as of 2026-01-30) 127.6% 27.6% Dividend yield 0.34% 0.17% Beta 5.36 2.34 AUM $12.68 billion $10.7 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year weekly returns. The 1-yr return represents total return over the trailing 12 months. SOXL is slightly more affordable on expenses, but both funds charge close to one percent annually. Dividend yields are identical and minimal, so cost differences are modest and unlikely to drive most decisions. Performance & risk comparison Metric SOXL QLD Max drawdown (5 y) (90.51%) (63.78%) Growth of $1,000 over 5 years $1,654 $2,370 SOXL’s triple leverage results in dramatic swings, with a five-year max drawdown exceeding 90%, compared to QLD’s 64%. Despite higher recent one-year returns, SOXL’s long-term compounding lagged QLD, which grew an initial $1,000 to $2,370 over five years. What's inside QLD seeks to double the daily performance of the NASDAQ-100, resulting in...

Intel CEO says company will make GPUs, popularized by Nvidia Reuters

A group of banks led by Deutsche Bank AG has been unable to sell about $1.2 billion of loans backing the acquisition of a software provider — the latest casualty of investor fears surrounding disruption from artificial intelligence. Deutsche Bank told prospective creditors that the group will instead fund Conga Corp .’s acquisition of PROS Holdings ’ B2B unit with a $625 million term loan, according to people familiar with the matter who asked not to be identified discussing private information. The group was also due to refinance a $540 million loan maturing in 2028, which will now remain outstanding, the German bank told investors. Deutsche Bank had struggled to generate interest in the debt amid deepening anxiety over exposure to a sector currently being upended by AI. Conga, which is backed by private equity firm Thoma Bravo LLC , provides document automation software for businesses. Many such SaaS — or software-as-a-service — companies are seen as particularly vulnerable because AI models are increasingly capable of writing code and analyzing data, tasks they typically handle. A representative for Thoma Bravo declined to comment. Representatives for Deutsche Bank didn’t have an immediate comment while Conga didn’t immediately respond to requests for comment. Deutsche Bank launched the debt for Conga last month, offering a $1.17 billion loan at an interest rate of 4 percentage points over the benchmark rate and at a discount between 97.5 cents to 98 cents on the dollar. The bank told investors in its note that the acquisition was expected to close on Monday and that it will continue to try and sell the debt. Failure to sell committed debt to third-party investors before an acquisition closes leaves banks stuck with those borrowings on their balance sheet. When so-called hung debt piles up, it means less capacity for lenders to underwrite future loans. The risk of AI disruption has weighed on credit markets globally. Shares of business development companies — whi...

SAN FRANCISCO, Feb 3 (Reuters) - Intel CEO ​Lip-Bu Tan on ‌Tuesday said the company plans ‌to build graphics processing units (GPUs), the category of chip popularized ⁠by Nvidia. Speaking ‌at an artificial intelligence conference in San ‍Francisco hosted by Cisco Systems, Tan said the ​company has already hired an ‌executive to lead the GPU effort. "I just hired the chief GPU architect, and he's ⁠very good. ​I'm very delighted ​he joined me, and it takes ‍some persuasion," ⁠Tan said. (Reporting by Jeffrey Dastin in ⁠San Francisco, writing by Stephen ‌Nellis, editing by ‌Chris Reese)

Intel CEO says company will make GPUs, has hired lead executive Yahoo Finance

格隆汇2月4日｜俄罗斯总统普京当地时间2月3日表示，俄罗斯2025年国内生产总值增长1%，增速放缓符合预期。普京当天在莫斯科就经济问题召开会议时说，2025年，俄罗斯经济增长率低于2023年的4.1%和2024年的4.3%。他表示，2025年经济增长放缓符合预期，主要是因为采取了旨在降低通胀的专项措施。普京介绍，俄罗斯2025年通胀率已经下降到5.6%，低于2024年的9.5%。另外，截至1月26日，俄今年年化通胀率为6.4%。普京预计，今年俄通胀率有望降至5%。普京指出，俄罗斯目前的任务是恢复经济增长速度，改善营商环境，依托于提升产能吸引投资。相关措施被纳入2030年前经济结构调整计划。

Getty Images Thesis : The U.S.-India trade deal should buoy markets and could help pave the way for peace in Europe if Russia loses one of its most crucial revenue streams. The global economy has remained strong in spite of the trade war and other issues, but every such deal reached should provide additional tailwinds. Further, despite the Trump Administration's bellicose approach to relations, India agreeing to drop Russia's oil illustrates just how attractive America's markets and consumer base are. Context and Considerations Let’s give credit where credit is due: Getting India to drop Russian oil could prove to be a major breakthrough that leads to the Ukraine war freezing in its currently iced steps and could help sustain the long bull run investors have been enjoying. Of course, actually implementing such a deal could prove difficult, and either party could start to dig in or try to skirt around obligations. Ultimately, tomorrow’s history will determine whether the deal itself is a success, but regardless, Russia will feel pressure, Venezuela’s oil may suddenly be significantly more attractive, and increasing prospects of peace in Eastern Europe and amid the global trade war could bolster investor sentiments. Investors investing in America, especially, should feel good about this agreement. The United States’ position atop the global economy and world order has come under question, with increasing efforts by various countries to reduce dependence on America potentially eroding investor confidence. Ultimately, India, home to the world’s 5th largest economy, seems to have decided that access to American markets is more attractive than cheap Russian oil. This illustrates that even if a particular country may be disinclined to give in to Washington’s demands, America remains too tempting an opportunity. World Bank India has a long-standing, warm relationship with Russia (and formerly, the USSR as well). Admittedly, much of the relationship centered around geopoliti...

The past year has shown that the Magnificent 7, as the best stock bets to own, was overhyped. Case in point: Amazon (AMZN). Its stock has gained about 2% over the past year, at the time of writing, Tuesday morning, Feb. 3, according to Yahoo Finance. Meanwhile, the SPDR S&P 500 index (SPY) is ...

Intel CEO Says Company Will Make GPUs, Has Hired Lead Executive US News Money

纳斯达克100指数跌幅扩大至2%，标普跌1.22%，道指跌0.82%，纳指跌1.94%，半导体指数跌3.18%。 纳斯达克金龙中国指数跌超2%，万得中概科技龙头指数跌3.55%。热门中概股大全新能源跌逾8%，哔哩哔哩、文远知行跌逾5%，金山云、阿里巴巴、爱奇艺跌逾4%。

iQoncept/iStock via Getty Images As earnings season ramps up and geopolitical tensions keep affecting the markets, b elow is a list of the consumer discretionary sector stocks that are regarded as pricey with halting momentum according to SA grading system. Each of these stocks is listed according to the lowest momentum grade along with their valuation grade. The list is topped by Allurion Technologies ( ALUR ), with a momentum grade of F and valuation grade of C. Duolingo, ( DUOL ) and Lucid Group ( LCID ) are next, with Sweetgreen ( SG ) and Venu Holding ( VENU ) rounding out the rest of the top five. Bright Horizons Family Solutions ( BFAM ), DraftKings ( DKNG ) and Faraday Future Intelligent Electric ( FFAI ) are among the top ranked stocks as well. Momentum and valuation grades are assigned on a scale from A+ to F. For momentum, F represents the lowest momentum, indicating stocks with the weakest price performance trends. For valuation, F indicates the most overvalued (priciest) stocks while A+ indicates the most undervalued. Here is the list: Allurion Technologies ( ALUR ), Momentum: F, Valuation: C Duolingo ( DUOL ), Momentum: F, Valuation: D- Lucid Group ( LCID ), Momentum: F, Valuation: C- Sweetgreen ( SG ), Momentum: F, Valuation: D+ Venu Holding ( VENU ), Momentum: F, Valuation: C- Bright Horizons Family Solutions Inc. ( BFAM ), Momentum: D-, Valuation: D+ DraftKings Inc. ( DKNG ), Momentum: D-, Valuation: D- Faraday Future Intelligent Electric Inc. ( FFAI ), Momentum: D-, Valuation: D Full House Resorts, Inc. ( FLL ), Momentum: D-, Valuation: C Groupon, Inc. ( GRPN ), Momentum: D-, Valuation: D- Consumer Discretionary ETFs: ( XLY ), ( VCR ), ( FXD ), ( FDIS ), ( RSPD ), and ( RXI ) More on consumer discretionary stocks RSPD: Consumer Discretionary Dashboard For January Where To Find Outperformance In 2026 My S&P 500 Prediction On Sector Outperformers And Laggards In 2026 Cheap high flyer consumer discretionary stocks - high momentum and low valuation Wor...

The US military ‌on Tuesday shot down an Iranian drone that “aggressively” approached the Abraham Lincoln ‍aircraft carrier in the Arabian Sea, the US military said. The Iranian Shahed-139 drone was flying towards the carrier “with unclear intent” and was shot down ⁠by an F-35 US fighter jet, it said. “An F-35C fighter jet from Abraham Lincoln shot down the Iranian drone in self-defence and to protect the aircraft carrier and personnel on board,” said Navy Captain Tim Hawkins, a spokesman at the US military’s ‍Central Command. Advertisement No American service members were harmed during the incident and no US equipment ‍was damaged, he added. An F-35C Lightning II makes an arrested landing on the flight deck of the Abraham Lincoln in the Arabian Sea on Wednesday. Photo: US Navy via EPA The incident came as diplomats sought to arrange nuclear talks between Iran and the United States, and US ‌President Donald Trump warned that with US warships heading towards Iran, “bad things” would probably happen ‍if a deal could not be reached.

Qualcomm (QCOM) Faces Mixed Prospects Ahead of Q1 Earnings Repor GuruFocus

格隆汇2月4日｜美股延续跌势，纳指下跌2.00%。

格隆汇2月4日｜白宫新闻秘书：美国题特使威特科夫已离开并准备与伊朗方面会谈，谈判仍按原计划进行。

Will Broadcom Inc. (AVGO) Beat Estimates Again in Its Next Earnings Report? Finviz

Key Points XRP is the native token of the XRP ledger, an innovative solution for cross-border transactions. Disrupting the entrenched advantages of the SWIFT network is a herculean task. While XRP has promise, investors should keep their expectations grounded. 10 stocks we like better than XRP › The cryptocurrency market has been on a slide in recent weeks as investors move away from riskier assets. XRP (CRYPTO: XRP) has now declined to below where it traded before the news that its creator, Ripple Labs, had resolved its long-standing lawsuit with the U.S. Securities & Exchange Commission. XRP remains one of the largest cryptocurrencies, with a fully diluted market value of $162 billion. It's the native token of the XRP ledger, enabling quicker, cheaper cross-border transactions. 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 » Despite XRP's price sitting more than 50% below its all-time high, the token price has risen by more than 10,600% since 2015. Is this exciting token still a potential millionaire maker? The pitch is a good one In an increasingly digital world and economy, there is an incentive to develop more innovative and efficient ways to move money. That's what Ripple Labs had in mind when it created the XRP ledger, a decentralized blockchain network for cross-border transactions. The vast majority of cross-border transactions currently use SWIFT, a global messaging network between the world's banks and institutions. Transactions incur hefty fees, and settlement can take hours to days. The fees on the XRP ledger depend on network traffic, but are generally minuscule relative to SWIFT, and settlement can occur in a few seconds. In addition to its technological advantages, XRP is seeing increased demand from individual and institutional investors. Several spot XRP exchange-traded funds have launched, holding XRP on behalf of investors and giving people a way to invest in t...

Palantir Just Delivered Another Blowout Earnings Report. Should You Still Worry About Valuation? The Motley Fool

Palantir Technologies (NASDAQ: PLTR) has been on a roll. Quarter after quarter, this tech company has reported soaring revenue and profit -- and has offered investors evidence of ongoing high demand. The company sells software systems that allow customers to easily harness the power of artificial intelligence (AI) to address their needs. With companies eager to get in on this promising technology, it's no surprise that they like what Palantir has to offer. All of this has translated into explosive stock gains, too, with the shares advancing a mind-boggling 1,500% over three years. Though this sounds like the perfect investment story, Palantir has faced one problem over the past few years, and that's a surging valuation. It's discouraged some investors from buying and prompted caution from certain analysts, too. Still, the company's earnings picture remains bright, with growth marching on. Palantir started this week off with a bang, delivering yet another blowout report. Against this backdrop, should you still worry about valuation -- or is it time to buy Palantir? Let's find out. Continue reading

This live blog is refreshed periodically throughout the day with the latest updates from the market.To find the latest Stock Market Today threads, click here. Happy Tuesday. This is TheStreet’s Stock Market Today for Feb. 3, 2026. You can follow the latest updates on the market ...

With February underway, JPMorgan is adding an industrial real estate owner and removing some retailers from its list of favorite stocks. JPMorgan's analyst focus list is updated every month. It's based on the top picks of its analysts, and looks at growth, income, value and short investment strategies. The changes come after a volatile month for stocks. 2026 began with significant gains in semiconductors and small caps , while geopolitical events loomed as investors focused on the U.S. ouster of Venezuelan President Nicolás Maduro and President Donald Trump 's push to acquire Greenland . The S & P 500 ended January with a gain, but the month finished with severe pullbacks in precious metals and cryptocurrencies . Joining JPMorgan's list in February is First Industrial Realty Trust , a Chicago-based industrial real estate owner and operator. While the company's shares are up nearly 8% over the past year, they're still below the stock's 2021 all-time high. JPMorgan said the stock offers relative value in the industrial sector, and has room for growth. "Industrial fundamentals are improving and FR is leveraged to that recovery via its large pound-for-pound development pipeline," wrote co-head of Americas equity research Ken Goldman. Names remaining on the list are Boeing and Microsoft , with the bank reiterating overweight ratings on the companies after both reported earnings in January. Microsoft's earnings led to a sell-off after investors were disappointed with a slight miss in Azure and other cloud services growth. While JPMorgan cut its price target to $550 after Microsoft's earnings, analyst Mark Murphy wrote, "it is wise to appreciate the massive revenue base of the Azure business and reiterate our view that taking a longer-term approach to Azure's growth curve is warranted." JPMorgan removed Best Buy , Burlington Stores and Regency Centers from its February list. Regency and Best Buy were both downgraded to neutral from overweight, and while it maintains an ove...

格隆汇2月4日｜纳指期货跌幅扩大至2%。

Advanced Micro Devices (AMD) Q4 Earnings Today: Options Market Braces for an 8.87% Swing TipRanks Advanced Micro Devices (AMD): An Enduring Growth Path Via Execution Yahoo Finance 1 Reason to Buy Advanced Micro Devices Stock Right Now The Motley Fool AMD’s stock rises ahead of earnings. Why investors are feeling upbeat. MarketWatch Wall Street Expects Big Things From Advanced Micro Devices’ Earnings Today 24/7 Wall St. Here's How Much Traders Expect AMD Stock To Move After Earnings Investopedia AMD Q4 likely to show 'traditional' strength, but AI uncertainty abounds: Wedbush (AMD:NASDAQ) Seeking Alpha Advanced Micro Devices (AMD) Will Report Q4 Earnings Today. Here Is What to Expect TipRanks Should You Buy AMD Stock Before Q4 Earnings? Yahoo Finance

Jim Boyle, Medline CEO, celebrates with others as medical supplies giant Medline (MDLN) holds it's IPO at Nasdaq stock market site in Times Square in New York City, U.S., December 17, 2025. Shannon Stapleton | Reuters A version of this article appeared in CNBC's Inside Alts newsletter, a guide to the fast-growing world of alternative investments, from private equity and private credit to hedge funds and venture capital. Sign up to receive future editions, straight to your inbox. After years of waiting for valuations to bounce back, private equity is finally taking its medicine – exiting more deals, but at lower prices. The number of global private equity exits rose 5.4% last year to 3,149, according to data from S&P Global Market Intelligence. Yet the total value of those deals declined 21.2% year over year to $412.1 billion, the data showed. Get Inside Alts directly to your inbox The Inside Alts newsletter with Robert Frank and Leslie Picker is your guide to the fast-growing world of alternative investments. Subscribe here to get access today . The dynamic is emblematic of an industry under pressure to monetize aging assets, and one that's finally recalibrating its expectations. The challenges go back to 2022, when the S&P 500 plummeted 19% amid rising rates. Many PE firms opted not to mark down the value of their portfolio companies, creating a gap for what potential buyers – either through sale or IPO – were willing to pay, according to the Center for Economic and Policy Research. Years of stalled exits have created a backlog of tens of thousands of companies that have yet to find a way out. As a result, investors in private equity funds – known as limited partners, or LPs – have seen lower amounts of cash returned to them. That, in turn, has made LPs hesitant to plow more capital back into private equity. Fundraising declined 11% in 2025 to $490.81 billion, the second-consecutive annual slowdown, according to S&P. The shift also made private equity firms more he...

文章提及标的 英特尔 -- 英特尔（INTC）首席执行官表示，公司未来将致力于生产图形处理单元(GPU)(财联社)

格隆汇2月4日｜白宫新闻秘书：特朗普认为政府停摆只会损害经济。