Getty Images Alphabet ( GOOGL ) stunned Wall Street not with its top- and bottom-line beats, but with a very aggressive FY 2026 capex plan. AI investments have come under scrutiny on the street, given the less-solid thematic backdrop today compared to several months ago. Still, the parent company of Google is now considered the leader in AI development. Shares are up 62% over the past year, outperforming the S&P 500, the Communication Services sector, and the Magnificent Seven ETF. I have a buy rating on the stock. I don’t see major upside potential, but the post-earnings giveback, I believe, will prove to be a buying opportunity. I’ll offer a valuation take and a look at the technicals, which are not as strong as you might think. GOOGL: The Mag 7 Leader since Q2 2025 Stockcharts.com In February, Alphabet reported a solid set of quarterly results. Q4 GAAP EPS of $2.82 topped the Wall Street consensus estimate of $2.64, while revenue of $113.8 billion was above the $111.5 billion expectation. A 14% growth rate in Google Services proved its solid operational performance, while Google Cloud net sales tallied $17.7 billion, +48% YoY. The big news was the spending guide… the management team outlined current-year capex to be between $175-$185 billion . Alphabet Plans to Double Capex Bloomberg Shares fell by about 4% by the following morning, a relatively tame move compared to some previous Mag 7 post-reporting swings. The options market had priced in a 6.0% change, but the dip was the first negative reaction going back a year. Still, the bottom-line beat continued a string of positive surprises. GOOGL’s implied volatility will retreat from the 43% pre-earnings level, while the market cap holds near $4.0 trillion. The company’s equity value has increased by $1.5 trillion since the search giant, turned AI leader, bottomed in 2025. Looking back on the quarter that was, Alphabet delivered strong results with revenue up 18% YoY and diluted EPS rising 31% compared to Q4 2024, d...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about TSMC (TSM). TSMC currently has an average brokerage recommendation (ABR) of 1.24, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 17 brokerage firms. An ABR of 1.24 approximates between Strong Buy and Buy. Of the 17 recommendations that derive the current ABR, 14 are Strong Buy and two are Buy. Strong Buy and Buy respectively account for 82.4% and 11.8% of all recommendations. Brokerage Recommendation Trends for TSM Broker Rating Breakdown Chart for TSM Check price target & stock forecast for TSMC here>>> The ABR suggests buying TSMC, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation. Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation. In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement. Zacks Rank, our proprietary stock rating tool with an impressive ex...

A10 Networks ( ATEN ) declared $0.06/share quarterly dividend , in line with previous. Forward yield 1.37% Payable March 2; for shareholders of record Feb. 16; ex-div Feb. 13. See ATEN Dividend Scorecard, Yield Chart, & Dividend Growth. More on A10 Networks A10 Networks, Inc. 2025 Q4 - Results - Earnings Call Presentation A10 Networks, Inc. (ATEN) Q4 2025 Earnings Call Transcript A10 Networks targets 10%–12% revenue growth in 2026 amid AI-driven demand and record Q4 results Seeking Alpha’s Quant Rating on A10 Networks

A multi-year disconnect in high-yielding REITs is about to turn on its head. When it does, these solid income plays are poised to shoot ahead of stocks. I'm talking about a quick reversal of pretty well everything investors thought had REITs left for dead, interest rate trends and the work-from-home shift among them. Now is the time to buy. And we contrarian income investors know the play: At times like these, we look to 8%+ paying closed-end funds (CEFs) to reap the strongest dividends and potential upside. I say this as REITs, long-time market outperformers, have been stuck in an unusually long slump. Remember when stocks ricocheted hard after the early days of the pandemic? REITs (with their benchmark ETF shown in purple below, compared to the main S&P 500 ETF, in orange) rebounded, too. But not nearly as much. REITs' Slow Recovery Why REIT Headwinds Are Diminishing--and Setting Up to Reverse There are lots of reasons why REITs have lagged in the last six years, and none of them are really secrets: Work-from-home hit office demand. Interest rates jumped, hitting REITs' bottom lines, as these companies borrow heavily to invest in their properties. Lower immigration into the US also had an effect on both housing and workspace demand. That last point--immigration into America--still applies. But both of those other barriers, which are far more meaningful, have either flipped or are in the process of doing so. Work-from-home? It's largely been replaced by either a full-time return to the office or hybrid work. Interest rates? This is where things get intriguing. Rates Fall, REITs Start to Respond REITs, as mentioned, borrow to invest in real estate, so rate cuts go straight to their bottom lines. The cuts the Federal Reserve has delivered since mid-2024 (in orange above) have come more slowly than markets expected. So it follows that the boost to REIT profits, and therefore their share prices, is real (purple line), but smaller than investors hoped. That leaves REITs...

Laurence Berger/iStock Editorial via Getty Images By James Smith , Developed Markets Economist, UK | Chris Turner , Global Head of Markets and Regional Head of Research for UK & CEE February decision boosts chances of a March cut The Bank of England has voted to keep rates on hold at 3.75%. But it was hotly contested – more so than expected. Four voters from the nine-strong committee voted for another cut at this meeting. The decision unquestionably boosts the chances of a March rate cut, which is a bit of a surprise. Not much has changed in the economic data since the December meeting, where the Bank cut rates but signalled it could slow the pace of easing. Instead, it seems those voting for another cut this month were swayed not by the data but by new analysis contained in the accompanying Monetary Policy Report. That analysis states that the rate of wage growth, which is consistent with the 2% inflation target, is around 3.25%. That's barely below current rates of private sector pay growth of 3.6%, which we expect to drop to 3% within months. The latest survey from the Bank's Agents across the country reveals 2026 pay growth expectations of 3.4%. Again, roughly in line with that target-consistent estimate. The report also cites evidence suggesting there's been little structural shift in wage-setting behaviour among UK corporates. That goes against the argument some of the Bank's hawks – notably Huw Pill – have been making for some time. Everything comes down to Governor Bailey’s vote in March. We saw the same thing last November/December. He doesn’t give too much away in his paragraph in the minutes, but we sense that if the data follows recent trends – higher unemployment/falling payrolls, slower wage growth – then he will swing behind a cut next month. He is visibly more persuaded by the arguments made by those voting for earlier easing. Our view is that headline inflation should fall to 1.8% in April and stay around 2% through the spring/summer. That’s slightl...

Dow Jones Forecast: DJIA rises, tech rout steadies, AMZN falls FOREX.com

Image source: The Motley Fool. Thursday, Feb. 5, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Seth Bernstein Chief Financial Officer — Tom Simeone President — Onur Erzan Head of Investor Relations — Ioannis Georgali Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Assets Under Management (AUM) -- Reached a record $867 billion at year-end 2025, reflecting market appreciation, new sales, and organic growth across key business lines. -- Reached a record $867 billion at year-end 2025, reflecting market appreciation, new sales, and organic growth across key business lines. Private Markets AUM -- Ended at $82 billion, representing 18% year-over-year growth, with approximately $9 billion deployed across channels in the period. -- Ended at $82 billion, representing 18% year-over-year growth, with approximately $9 billion deployed across channels in the period. Bernstein Private Wealth AUM -- Stood at $156 billion and contributed roughly 37% of firm-wide revenues in 2025. -- Stood at $156 billion and contributed roughly 37% of firm-wide revenues in 2025. Firm-wide Active Net Flows -- Recorded $9.4 billion in total net outflows for the year and $3.8 billion in the fourth quarter, primarily due to equity redemptions and weak taxable fixed income demand. -- Recorded $9.4 billion in total net outflows for the year and $3.8 billion in the fourth quarter, primarily due to equity redemptions and weak taxable fixed income demand. Active Equity Outflows -- Registered $7.6 billion of outflows in the fourth quarter and $22.5 billion across 2025, with about half attributable to retail redemption activity. -- Registered $7.6 billion of outflows in the fourth quarter and $22.5 billion across 2025, with about half attributable to retail redemption activity. Active ETF Suite -- Grew to $14 billion in AUM across 24 strategies, achieving 65% organic growth for the full year, excluding conversions. -- Grew to $14 billion in AUM across 24 strategies...

PM Images/DigitalVision via Getty Images The only thing that saves my buy call issued in June last year in Intapp ( INTA ) is that I did mention keeping fuel in the tank to top up entries. To be clear, that wasn't brilliant foresight - that advice was based on my concerns around the macro IT spending environment and topline pressures. Sometimes you hedge for the wrong reason and still end up glad you did. To be fair to the original thesis, the fundamentals have not really rolled over either. After the recent Q2 FY 2026 results , none of the headline metrics I was tracking look threatened. In fact, they have strengthened meaningfully in some areas I was cautious about. The forward guidance weighs on the stock, though - implying lower growth ahead and even potential maturing SaaS over high growth. But that has been known since Q1 (Q2 actually raised the guidance marginally). I ran a DCF to check what a maturing expectation could mean in case the near term guidance is indeed predictive of Intapp maturing before time. The core metrics like retention, Cloud and SaaS growth, ARR growth, and margin expansion still appear to be reasonable supports alongside my DCF calculations, and do not seem to justify a close to 50% drop in share prices. While the stock was trading 20-40% down for a significant period of time since my call, the fall has been accelerated around the turn of the year, and further pressured around the fiscal Q2 results . My reading is that while the initial ~20% corrections from my entry levels were potentially a wrong reading on the valuations in June, the remaining part of this fall is beyond fundamentals and valuations alone - this is part of a market-wide correction spree in SaaS workflow companies, and concerns around AI threats to the business. Data by YCharts I noted this phenomenon earlier in a review for ServiceNow. And even advised not piling up fresh adds despite decent valuations now because the risk is no longer about quarterly execution, but ab...

Key Points Apollo Global Management will report its fourth-quarter and full-year earnings on Feb. 9. The company's share price rallied after it reported strong third-quarter results in early November. It appears poised to post another strong quarter. 10 stocks we like better than Apollo Global Management › Apollo Global Management (NYSE: APO) is a leading asset manager and retirement services provider. It's the largest alternative credit manager and a leader in U.S. annuity sales. These businesses have driven robust earnings growth over the past few years. The alternative investments leader expects to report its fourth-quarter and full-year financial results on Feb. 9. Here's a look at whether you should buy the financial stock before that date. 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 » What happened the last time Apollo reported earnings? Apollo Global Management reported its third-quarter earnings on Nov. 4. The company reported $1.7 billion, or $2.82 per share, of net income. That was up from $787 million, or $1.30 per share, in the year-ago period. The company posted record quarterly fee-related earnings (FRE) of $652 million, driven by strong growth in third-party management fees and capital solution fees. The company also delivered near-record quarterly spread-related earnings (SRE) of $871 million, driven by strong organic growth. Apollo also delivered a record quarter of origination activity at $75 billion. Meanwhile, its global wealth platform had a strong quarter, driven by the momentum of its signature semi-liquid and fixed income replacement-focused products. That strong showing initially drove up shares of Apollo: As the chart shows, the company's stock popped 8% after it reported earnings. However, it has proven volatile since then, initially giving back those gains before rallying even higher, only to give most of those gains...

HStocks/iStock Editorial via Getty Images Apple’s online advertising service, Apple Ads and its navigation platform, Apple Maps, will not be designated under the Digital Markets Act ( DMA ) due to limited market impact in the continent, the European Commission ruled on Thursday. The decision says Apple will not be considered as a gatekeeper for these services because they are not a key connection for businesses to reach customers in Europe. This means that Apple will have to follow fewer rules for these services than it does for its main products, like the App Store. “This assessment is based on a number of considerations, including that Apple Maps has a relatively low overall usage rate in the EU, and that Apple Ads has very limited scale in the online advertising sector in the EU,” the Commission said. The DMA rules seek to limit the power of companies that run major digital platforms like search engines, app stores, and messaging services. These rules target platforms that have a big influence on the market, hold strong and lasting market power, and act as key links between businesses and consumers. Generally, a platform is assumed to meet these criteria if it has at least 45 million monthly users and 10,000 yearly business users over the past three years. Apple reportedly welcomed the decision, remarking that these services face significant competition in Europe. More on Apple Apple: The Pros And Cons Of Investing Right Now - Downgrading To Hold Apple: Capital-Light AI Arbitrage Ignites iPhone Supercycle Alpha The iPhone 17 Changed Everything For Apple - See China (Rating Upgrade) Apple call provides insight into non-AI memory market: Kuo Memory crunch hits smartphone and AI markets, but Apple maintains shine: GF Securities

Popular 6.375 PFD A shares ( BPOPO ) declares $0.1328/share monthly dividend , in line with previous. Forward yield 6.38% Payable March 2; for shareholders of record Feb. 15; ex-div Feb. 13. See BPOPO Dividend Scorecard, Yield Chart, & Dividend Growth. More on Popular Popular, Inc. 2025 Q4 - Results - Earnings Call Presentation Popular: Solid Q4 2025 Earnings And Undemanding Valuation Popular, Inc. (BPOP) Q4 2025 Earnings Call Transcript Popular GAAP EPS of $3.53 beats by $0.49, revenue of $823.84M misses by $1.73M Seeking Alpha’s Quant Rating on Popular

First Industrial Realty Trust ( FR ) declared $0.50/share quarterly dividend , 12.4% increase from prior dividend of $0.445. Forward yield 3.42% Payable April 20; for shareholders of record March 31; ex-div March 31. See FR Dividend Scorecard, Yield Chart, & Dividend Growth. More on First Industrial Realty Trust First Industrial: This Undervalued Coastal Logistics REIT Is Still Crushing It First Industrial: Not Too Late To Get In But Bargain Window Is Closing First Industrial Realty Trust FFO of $0.77 beats by $0.01, revenue of $188.4M beats by $2.2M Seeking Alpha’s Quant Rating on First Industrial Realty Trust

财联社2月5日讯（记者 刘梦然） 动力电池行业扩产潮持续升温。今日晚间， 国轩高科 （002074.SZ）发布公告称，拟募资不超过50亿元，主要用于动力电池产能扩建及补充流动资金。 中国汽车动力电池产业创新联盟公布数据，国轩高科去年装车43.44GWh，市场占比5.65%，同比增加1.07个百分点，是装车量排名前十中占比提升最多的电池企业。有业内人士对财联社记者表示，前二（ 宁德时代 和 比亚迪 ）去年装车占比均下滑1到3个百分点，说明下游整车企业也在降低供应单一化风险。 据公告披露，本次国轩高科定增发行对象不超过35名，发行数量不超过本次发行前公司总股本的15%，即不超过约2.72亿股（含本数），并以中国证监会同意注册的数量为准。本次发行的发行价格不低于定价基准日前20个交易日公司A股股票均价的80%。 从募资用途看，主要用于主业升级与产能扩张，其中20亿元将投入年产20GWh动力电池项目，项目总投资约50.01亿元；10亿元用于新型锂离子电池（20GWh）智造基地项目，项目总投资40亿元，10亿元投向国轩高科20GWh 新能源电池 基地项目，项目总投资约40亿元，剩余10亿元用于补充流动资金。 公司在定增预案中称，通过该生产项目的建设，公司能够有效扩大优质产能，提升产业供应链稳定性，强化优势产品及技术，丰富整体产品矩阵，是公司提升核心竞争力，加强市场竞争的必然要求。 去年前三季度，国轩高科动力及储能总出货量63GWh左右，其中动力占比约70%，储能出货占比约30%。在动力电池业务方面，公司2025年商用车领域装机占比40.5%，而同期商用车市场整体装机量同比增长140.9%。 在储能方面，SNE最新数据显示，2025年全球储能电池总出货量达550GWh，同比增长79%。其中，国轩高科以25GW出货量居于行业第七，增速达到39%，高于三星SDI、LG新能源等外企。国内企业中，海辰储能增速达到200%，中创新航（03931.HK）和宁德时代增速分别为100%和80%。 行业扩产节奏进一步提速，锂电产业链密集发布大额投资计划。 据高工产业研究院（GGII）数据显示，2025年我国锂电产业链全环节公开投资项目超282个，总投资额超8200亿元，同比增幅超74%。 财联社记者注意到，在新能源汽车渗透率持续提升和储能市场需求爆发式增长驱动下，动力电池行业迎来新一轮发展机遇，...

(RTTNews) - Aether Holdings, Inc. (ATHR), Thursday announced the acquisition of PublicView.ai, an AI-driven market intelligence platform designed to simplify and accelerate equity research. The financial details of the deal have not been disclosed. With this acquisition, Aether intends to integrate PublicView.ai into the company's investment analytics subsidiary, Aether Grid, to deliver a more complete research experience that connects technical signals and sentiment indicators with fundamental equity research. The deal would help Aether enhance investor engagement, data monetization, and long-term shareholder value. ATHR closed at $5.45, down 1.98 percent on the Nasdaq. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Image source: The Motley Fool. Feb. 5, 2026 at 8 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Joanne Crevoiserat Chief Financial Officer and Chief Operating Officer — Scott Roe Chief Executive Officer and Brand President, Coach — Todd Kahn VP, Investor Relations — Christina Colone Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Pro Forma Revenue Growth -- 18% increase driven by 25% growth at Coach, with broad-based strength across North America, Greater China, and Europe. -- 18% increase driven by 25% growth at Coach, with broad-based strength across North America, Greater China, and Europe. Adjusted Operating Margin -- Expanded by 390 basis points, with operating profit up 31% year over year. -- Expanded by 390 basis points, with operating profit up 31% year over year. Earnings Per Share (EPS) -- $2.69, growing 34%, exceeding prior guidance and reflecting both top- and bottom-line acceleration. -- $2.69, growing 34%, exceeding prior guidance and reflecting both top- and bottom-line acceleration. Customer Acquisition -- over 3.7 million new customers added globally, including 2.9 million for Coach, with acquisition led by Gen Z. -- over 3.7 million new customers added globally, including 2.9 million for Coach, with acquisition led by Gen Z. Average Unit Retail (AUR) and Unit Growth -- Both AUR and unit volumes increased at mid-teens rates in Coach's core leather goods category. -- Both AUR and unit volumes increased at mid-teens rates in Coach's core leather goods category. Regional Performance -- North America sales increased 17%, Europe advanced 22%, Greater China rose 34%, and Other Asia grew 12%; Japan sales declined 6% due to intentional reduction in promotions. -- North America sales increased 17%, Europe advanced 22%, Greater China rose 34%, and Other Asia grew 12%; Japan sales declined 6% due to intentional reduction in promotions. Digital and Direct-to-Consumer Channels -- Digital sales climbed approximately 20% and global ...

Nisian Hughes/DigitalVision via Getty Images Shares of ConnectOne Bancorp ( CNOB ) have been a moderate performer over the past year, gaining about 6%. During 2025, CNOB completed its acquisition of First of Long Island, expanding it past $10 billion of assets and enhancing its low-cost deposit base. We are now seeing benefits of this merger more clearly with improving margins and a stronger liquidity position. I last covered shares in October , upgrading ConnectOne to a "buy" and since then, shares have surged 18%, justifying my bullishness. With updated financials and shares having achieved $27, now is a good time to revisit CNOB. Seeking Alpha In the company's fourth quarter , ConnectOne earned $0.75, as revenue surged 70% to $110 million (primarily due to the acquisition of FLIC). Q4 results were solid as we saw ongoing margin benefits from its improved deposit base, and credit quality continues to defy fears. With these trends likely to continue in 2026, I believe CNOB's momentum can persist. Improved balance sheet mix enhances NIM ConnectOne has $1.2 billion of deposits, which was down about 1% sequentially. However, CNOB allowed $280 million of high-cost deposits to roll off during the quarter, so absent this, deposits grew at a healthy 5% pace. FLIC has greatly enhanced the company's deposit base. More than 21% of deposits are now non-interest-bearing ("NIB") from 17% previously. This has allowed it to halve its reliance on high-cost brokered deposits to just 6%. Beyond this improved composition, CNOB cut the rate on interest-bearing deposits by 18bps sequentially. On the other side of its balance sheet, CNOB has $11.5 billion of loans. This was up $150 billion sequentially, primarily due to strength in commercial real estate ("CRE"). Its loan-to-deposit ratio is ~103%, and I would like to see this migrate to ~100% over the course of 2026, implying that deposit growth will likely modestly outpace loan growth over the next year. After a slow three years, we a...

The 26-year-old admitted killing Lilia but denied her murder, claiming his responsibility was diminished by his mental state. However, a jury at Lincoln Crown Court convicted him following a trial.

Japan’s representative to Hong Kong has said his consulate is making “steady progress” in developing ties with the city, while noting the absence of top local officials at a celebration of the emperor’s birthday amid tensions between Tokyo and Beijing. Jun Miura, the country’s consul general to the city, on Thursday expressed his thanks for the friendship between Japan and Hong Kong at an event marking the 66th birthday of Emperor Naruhito. “While we do not have a guest of honour per se, I consider you all to be our guests of honour,” the envoy said in a speech. Advertisement Last year’s reception was attended by Deputy Financial Secretary Michael Wong Wai-lun, who at the time praised Miura for his fluent English and celebrity-like looks. Former leader Carrie Lam Cheng Yuet-ngor was also spotted among last year’s attendees. Advertisement The guests of honour for the events in 2024 and 2023 were Chief Secretary Eric Chan Kwok-ki and justice minister Paul Lam Ting-kwok, respectively.

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文章提及标的 原油 -- 布伦特原油 -- 布伦特原油跌超3%，现报67.33美元/桶。

Image source: The Motley Fool. Thursday, Feb. 5, 2026 at 8 a.m. ET CALL PARTICIPANTS Board Chair and Chief Executive Officer — Christopher Boerner Chief Financial Officer — David Elkins Chief Commercialization Officer — Adam Lenkowsky Chief Medical Officer and Head of Global Drug Development — Cristian Massacesi Vice President, Investor Relations — Chuck Triano TAKEAWAYS Growth Portfolio Revenue -- $7.4 billion, up 15% year over year, representing close to 60% of total quarterly revenue. -- $7.4 billion, up 15% year over year, representing close to 60% of total quarterly revenue. Total Revenue -- Approximately $12.5 billion, flat year over year in the fourth quarter. -- Approximately $12.5 billion, flat year over year in the fourth quarter. Key Brand Performance -- Opdivo revenue up 7% to nearly $2.7 billion; Breyanzi up 47%; Camzyos up 57% to $353 million; Reblozyl up 21%. -- Opdivo revenue up 7% to nearly $2.7 billion; Breyanzi up 47%; Camzyos up 57% to $353 million; Reblozyl up 21%. Eliquis Revenue -- Nearly $3.5 billion for the quarter, a 6% increase, with U.S. revenue up 4%. -- Nearly $3.5 billion for the quarter, a 6% increase, with U.S. revenue up 4%. CoBinfy Revenue -- $51 million in the quarter, with steady uptake and surpassing comparators and analogs in first-year launch uptake. -- $51 million in the quarter, with steady uptake and surpassing comparators and analogs in first-year launch uptake. Opdualag Performance -- Double-digit growth in the quarter and over $1 billion in full-year sales, driven by U.S. demand and standard of care status in first-line melanoma. -- Double-digit growth in the quarter and over $1 billion in full-year sales, driven by U.S. demand and standard of care status in first-line melanoma. Gross Margin -- 71.9% in the quarter, declining 210 basis points due to product mix, notably Eliquis and Revlimid. -- 71.9% in the quarter, declining 210 basis points due to product mix, notably Eliquis and Revlimid. Cost Savings -- Achieved $1 b...

Nancy Mace Demands Subpoena For Bill Gates As Epstein Noose Tightens Around Globalist Elite Authored by Steve Watson via Modernity.news, Congresswoman Nancy Mace is turning up the heat on Bill Gates, pushing for a subpoena that could force the tech tycoon to spill the beans on his shady ties to Jeffrey Epstein—exposing how deep the rot runs in the elite circles that have long evaded justice. With the DOJ dropping three million pages of Epstein docs packed with stomach-turning allegations, Mace isn’t buying Gates’ denials, demanding he testify before Congress to set the record straight or face the consequences. Mace wasted no time after seeing Melinda Gates’ eye-opening comments about her ex-husband and Epstein during an NPR interview. Last night, I watched Melinda Gates interview. I immediately asked the chairman of oversight, James Comer, to subpoena, Bill Gates. I have questions for Bill Gates about Epstein. — Rep. Nancy Mace (@RepNancyMace) February 4, 2026 The Rep. announced a push to subpoena Bill Gates in a social media blast, revealing she has asked House Oversight Committee Chair James Comer (R-KY) to haul the Microsoft founder in “immediately.” We're calling for Bill Gates to testify under oath on his relationship with Jeffrey Epstein in front of the Oversight Committee. 3 million pages of Epstein documents were just released by the DOJ and the allegations are SICK. If these allegations are false, Bill Gates should… pic.twitter.com/qW6kzV2KDn — Rep. Nancy Mace (@RepNancyMace) February 4, 2026 “We’re calling for Bill Gates to testify under oath on his relationship with Jeffrey Epstein in front of the Oversight Committee,” Mace declared. She added: “[Three] million pages of Epstein documents were just released by the DOJ and the allegations are SICK. If these allegations are false, Bill Gates should have no problem saying so under oath before Congress.” “Nobody is above the law. Not billionaires. Not the powerful. Nobody,” Mace added. The latest Epstein files...

Gemini Space Station Inc. said it plans to close all customer accounts in the UK, European Union and Australia. All customer accounts will be placed in withdrawal-only mode from March 5, with full closures to follow a month later, the New York-headquartered crypto exchange said in a support notice on Thursday. Creation of new accounts and all incentive programs will be disabled for these regions. Gemini, which debuted on public markets in September, has seen its stock price fall 23% since the start of 2025 amid a downturn in cryptocurrency prices. Shares were down 2.8% on Thursday.

Why AWS will make or break Amazon's earnings MarketWatch

OpenAI周四发布新的人工智能平台Frontier，该平台可以帮助公司构建、部署和监督AI智能体。 这家AI公司表示，Frontier与OpenAI之前发布的AI智能体构建工具协同工作，让企业能更轻松地整合智能体执行任务所需的数据源。OpenAI称，这些智能体将能够处理来自各种来源的信息，并完成处理文件和运行代码等任务。 在与记者的电话会议上，OpenAI应用业务首席执行官菲吉．西莫（Fidji Simo）将这些智能体描述为可以与人类协作的“AI同事”，并可与OpenAI的竞争对手如Anthropic和 微软 （Microsoft）开发的智能体一同使用。 西莫说：“到今年年底，领先企业中的大部分数字工作将由人指导，并由大批智能体执行。这在编码领域已经成为现实，在许多其他领域也将如此。” 该公司没有透露Frontier的收费标准，该平台目前只对部分客户开放。 此前，从PayPal到智游网（Expedia）和 财捷集团 （Intuit）等软件股周二下午暴跌逾10%，导致软件和数据类股的市值蒸发超过3000亿美元。这波股价暴跌主要是因为投资者担心，AI驱动的颠覆将减少对传统软件工具的需求。 本周早些时候，OpenAI和Anthropic都发布了新产品，引发了这轮软件股的暴跌。Anthropic最近扩展了其由Claude驱动的Cowork助手的能力，增加了执行专业化业务功能的新插件，其中包括一个面向法律行业的插件。OpenAI周一发布了其编码工具Codex的新版本，其运行方式与Anthropic正在集成到Claude中的应用类似。 与此相反，OpenAI的西莫表示，Frontier的发布“对软件行业来说是极好的消息”，因为它并非旨在取代现有的软件工具。她说，Frontier将作为企业部署自有AI智能体的一种途径。 西莫说：“我们不会去构建公司需要的每一个AI智能体。”“正因如此，我们构建该平台的方式是，让所有这些软件公司都可以在我们的平台之上部署他们的智能体。” 这些参与者可能包括OpenAI的支持者微软、 甲骨文 公司（Oracle）和 SAP -这些公司都提供自己专门用于实现业务流程自动化的AI智能体。OpenAI表示，这些公司可以通过OpenAI的Frontier来使其智能体得到采用，并作为定制智能体运行所需业务数据的来源。 西莫说，在某些情况下，要让OpenAI的...

Kesko Oyj ( KKOYF ): Q4 Non-GAAP EPS of € 0.28. Revenue of € 3.29B. More on Kesko Oyj Kesko Oyj (KKOYY) Q4 2025 Earnings Call Transcript Seeking Alpha’s Quant Rating on Kesko Oyj Historical earnings data for Kesko Oyj Dividend scorecard for Kesko Oyj Financial information for Kesko Oyj

专题：聚焦美股2025年第四季度财报 医疗数据与临床研究服务商 IQVIA 控股周四发布 2026 年盈利预测 ，受 利息支出攀升 拖累，其年度调整后利润不及华尔街预期。尽管如此，公司四季度强劲业绩仍凸显制药客户需求持续改善。 当前，合同研究与数据分析企业正面临持续挑战，部分市场中生物技术领域融资趋于谨慎，决策周期也进一步拉长。 据路孚特（LSEG）数据显示，IQVIA 预计 2026 年 调整后每股收益 区间为 12.55 至 12.85 美元 ，远低于分析师平均预期的 12.95 美元 。 公司表示，该预测包含两部分影响：一是 2025 年完成的融资活动带来的利息支出增加，二是 2026 年预期再融资将产生的近 8000 万美元 利息成本。 行业同行 赛默飞世尔 科技（Thermo Fisher Scientific）上周也曾发布预警，称受生物技术与制药客户需求持续疲软影响，其年度利润预期低于市场预估。 Evercore ISI 分析师伊丽莎白・安德森（Elizabeth Anderson）表示：“鉴于本周市场对人工智能的担忧及其对药物研发和专业服务的影响，投资者将重点关注 AI 对 IQVIA 的潜在冲击，以及公司如何利用这些工具抢占市场份额、为客户创造价值。” IQVIA 同时预测，2026 年全年营收区间为 171.5 亿至 173.5 亿美元 ，高于分析师预期的 170.7 亿美元 。 在截至 12 月 31 日的四季度，IQVIA 实现 调整后每股收益 3.42 美元 ，营收 43.6 亿美元 ，分别超出分析师预期的 3.40 美元 和 42.4 亿美元 。 其提供临床试验服务的 研发解决方案部门 ，四季度营收达 23.3 亿美元 ，超过预期的 22.9 亿美元 。 此外，IQVIA 宣布，自 2026 年 1 月 1 日起 实施业务板块重组：将合同销售业务与技术及数据分析部门合并，组建全新的 **“商业解决方案” 板块 **；同时将部分真实世界研究业务划入研发板块。 责任编辑：郭明煜

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Palantir Technologies’ (PLTR) stock has risen 0.3% over the past week, fallen 9.3% over the past month, and surged 52.1% over the last 12 months. Wall Street’s analysts are moderately bullish, with a consensus rating of ModerateBuy and a 12‑month average price target of $190.40 versus the last closing price of $157.88, implying meaningful upside over the coming year. Two leading analysts upgraded Palantir to Buy on February 3, 2026, underscoring a strong shift in sentiment. William Power of Baird lifted his price target to $200, while Stephen Bersey of HSBC raised his target to $205 from $197. Both see Palantir as a clear beneficiary of the ongoing AI revolution, supported by powerful revenue growth and rapidly expanding free cash flow. Their upgrades reinforce the view that, despite recent volatility, the stock remains in favor among top Wall Street names. William Power (Baird), ranked 373 out of 11,984 analysts on TipRanks with a 56.49% success rate and a 16.7% average return per rating, upgraded PLTR to Buy with a $200 price target. Power points to Palantir’s role as an AI‑powered central operating system that connects data with applications for Western institutions, calling it “one of the clearest AI winners.” He highlights a tenth straight quarter of accelerating total revenue growth—up 70% year over year in Q4—driven by U.S. commercial strength, and notes that free cash flow is “exploding,” with his 2027 FCF forecast raised from $4 billion to nearly $6 billion and a $7–8 billion upside scenario. In his view, the stock’s pullback from recent highs and a now “palatable” valuation based on FCF, combined with strong remaining performance obligations and a long runway for customer expansion, make the name attractive despite its higher‑risk profile. Stephen Bersey (HSBC), ranked 549 out of 11,984 with a notably strong 73.08% success rate and 18.5% average return per rating, also upgraded PLTR to Buy and increased his target price to $205.00. Bersey cites Palantir’s ...

Image source: The Motley Fool. Thursday, February 5, 2026 at 8:30 a.m. ET CALL PARTICIPANTS President — Bob Marcotte Chief Financial Officer — Nicole Schaltenbrand Chairman and Chief Executive Officer — David Gladstone TAKEAWAYS Fundings -- $99.1 million in total fundings, including $37.8 million to two new private equity-sponsored investments and $61.3 million in additional advances to existing portfolio companies. -- $99.1 million in total fundings, including $37.8 million to two new private equity-sponsored investments and $61.3 million in additional advances to existing portfolio companies. Net Originations -- $46.3 million, after exits and prepayments totaling $52.8 million. -- $46.3 million, after exits and prepayments totaling $52.8 million. Interest Income -- $23.9 million, which increased by $100,000 or 1%, driven by a 3% growth in average earning assets despite a 30 basis-point decline in weighted average yield to 12.2%. -- $23.9 million, which increased by $100,000 or 1%, driven by a 3% growth in average earning assets despite a 30 basis-point decline in weighted average yield to 12.2%. Total Investment Income -- $24.5 million, reflecting a $400,000 increase in fee income compared to the previous quarter. -- $24.5 million, reflecting a $400,000 increase in fee income compared to the previous quarter. Total Expenses -- Rose by $800,000 or 6%, due to a $200,000 increase in interest expenses from greater borrowings, and a $600,000 increase in net management fees tied to higher average investments and reduced origination fee credits. -- Rose by $800,000 or 6%, due to a $200,000 increase in interest expenses from greater borrowings, and a $600,000 increase in net management fees tied to higher average investments and reduced origination fee credits. Net Investment Income -- $11.3 million, or $0.50 per share, reflecting a decline from the prior period due to valuation impacts. -- $11.3 million, or $0.50 per share, reflecting a decline from the prior period due ...