Qualcomm Is About to Report Q1 Earnings. Options Traders Are Expecting a 6.18% Move in QCOM Stock TipRanks

It's not a complicated strategy, but you may need to plan ahead. One big misconception a lot of people have about retirement is that they won't have to pay a lot of taxes. In reality, there are many different income sources that the IRS could get a piece of. For example, dividends you receive in a regular brokerage will be taxed, and you'll face capital gains taxes if you sell investments at a profit. And if you have your retirement savings in a traditional IRA or 401(k) plan, those withdrawals will be taxable as well. Even your Social Security benefits may be taxable, depending on your situation. The good news is that there's an easy way to set yourself up with tax-free income in retirement. But in some cases, you may need to plan for it ahead of time. Rely on a Roth retirement plan Roth retirement plans aren't funded on a pre-tax basis like traditional retirement accounts. But they offer the benefit of tax-free gains and withdrawals. Here's the catch, though. It's not a given that you'll be able to fund a Roth retirement plan directly. If you income is too high, you're barred from contributing to a Roth IRA. And if your company doesn't offer a Roth 401(k), or a retirement plan at all, for that matter, then that, too, is off the table. You can, in situations like these, contribute to a traditional retirement account and do a Roth conversion so you're able to withdraw from your savings later in life without having to pay taxes on that money. But a Roth conversion is something you need to time very carefully. Be strategic with your Roth conversion When you do a Roth conversion, the money you move over counts as taxable income that year. That could have huge implications. For one thing, a Roth conversion could propel you into a higher bracket. But it could also impact your finances down the line. If you do a Roth conversion this year with plans to sign up for Medicare in two years, you could face surcharges on your Part B premiums due to your 2026 income reaching a ce...

REITs don’t need aggressive rate cuts—just predictability. Simon Property Group and Healthpeak show why stable rates could support REITs in 2026

hapabapa/iStock Editorial via Getty Images British contract manufacturer OXB ( OXBDF ) on Wednesday announced a multi-year commercial supply agreement with Bristol-Myers Squibb ( BMY ) in support of the pharma giant’s CAR-T therapy programs. OXB ( OXBDF ) will manufacture and supply lentiviral vectors for Bristol-Myers’ ( BMY ) CAR-T programs using its facilities in Oxford, UK, and Durham, NC, as part of the deal, which has an initial five-year term with an option to extend. Under the renewed deal, OXB ( OXBDF ), formerly known as Oxford Biomedica, will start commercial production of lentiviral vectors in 2026, subject to regulatory clearance of the related CAR-T products. The partnership builds on the companies’ existing collaboration signed in March 2020, the Oxford-based firm said, adding that it will bring “meaningful multi-year revenue” and back the company’s current medium-term financial guidance. More on Bristol-Myers Squibb Bristol Myers Squibb: The Rerating Was Fast - The Proof Will Be Slow (Rating Downgrade) Bristol-Myers Squibb: Solid Tumor Collaboration With Janux And Camzyos Expansion 44th Annual J.P. Morgan Healthcare Conference FDA launches PreCheck program to assist in building pharma plants Earnings week ahead: AMZN, GOOG, PLTR, AMD, PFE, DIS, PYPL, ABBV, QCOM, SMCI, MRK, PEP, UBER, PM, and more

Evercore press release ( EVR ): Q4 Non-GAAP EPS of $5.13 beats by $1.08 . Revenue of $1.30B (+32.6% Y/Y) beats by $180M . Record Fourth Quarter and Full Year Net Revenues were $1.3 billion and $3.9 billion, respectively, on both a U.S. GAAP and an Adjusted basis. Fourth Quarter and Full Year Net Revenues increased 32% and 29%, respectively, on both a U.S. GAAP and an Adjusted basis versus 2024 More on Evercore Evercore: Large Ticket Deals Still Going Strong Into Q4 Evercore Inc. (EVR) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript Evercore Inc. 2025 Q3 - Results - Earnings Call Presentation Evercore Q4 2025 Earnings Preview Lazard, Evercore get new Buys, Piper Sandler lands at Underperform: BofA

格隆汇2月4日｜欧盟委员会发言人：普京滥用停火讨论，不断攻击民用基础设施。

Brookfield Asset Management Ltd. press release ( BAM ): Q4 Non-GAAP EPS of $0.47 beats by $0.03 . Revenue of $1.39B (+31.1% Y/Y) misses by $40M . Fundraised a Record $35 Billion in the Fourth Quarter; $112 Billion for 2025 Quarterly Fee-Related Earnings of $867 Million , Up 28% Year-Over-Year Quarterly Distributable Earnings of $767 Million, Up 18% Year-Over-Year. The Board of Directors approved the appointment of Connor Teskey as Chief Executive Officer of BAM. Bruce Flatt will continue in his role as Chair of the Board, in addition to his role as Chief Executive Officer of Brookfield Corporation. The board of directors of BAM declared a quarterly dividend of $0.5025 per share, representing a 15% increase, payable on March 31, 2026, to shareholders of record as of the close of business on February 27, 2026. More on Brookfield Asset Management Ltd. Brookfield Asset Management: Offers Good Growth Potential Brookfield Asset Management: Buy This Dividend Growth Monster Now Brookfield Asset Management Ltd. (BAM:CA) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript Brookfield Asset Management to renew normal course issuer bid Brookfield, Qatar partner on $20 billion AI investment venture

格隆汇2月4日｜礼来公司第四季度调整后每股收益（EPS）为7.54美元，上年同期为5.32美元。礼来公司预测2026年营收将在800亿至830亿美元之间，市场预期为777.1亿美元。

礼来第四季度调整后每股收益7.54美元，去年同期为5.32美元。 第四季度营收为192.9亿美元，同比增长43%，市场预期为180.1亿美元。 预计全年营收为800亿至830亿美元，市场预期为777.1亿美元。 礼来美股盘前涨超4%。

2月4日，俄罗斯总统新闻秘书佩斯科夫在例行电话新闻简报会上表示，俄罗斯为和平解决乌克兰局势的大门依然敞开，但由于基辅方面尚未做出相应决定，俄方将继续开展特别军事行动。他指出，俄军的打击目标是那些被认为与乌克兰军事体系相关的设施。佩斯科夫称，克里姆林宫不打算就第二轮俄美乌阿布扎比谈判进程发表声明。俄方关于乌克兰问题的立场，基辅与华盛顿方面均已知晓。俄方对美方谈判人员为乌克兰问题解决所做的努力表示感谢。(央视新闻)

格隆汇2月4日｜瑞穗银行：将AMD目标价从285美元下调至275美元。

《科创板日报》2月4日讯（记者 王楚凡） 特斯拉创始人埃隆·马斯克团队秘访中国光伏企业的消息持续发酵，引发资本市场对光伏板块的高度关注。2月4日，万得光伏指数大涨3.97%，成交额超1540亿元，市场情绪显著升温。 据今日界面新闻报道，上周马斯克团队已对包括TCL中环、晶科能源、晶盛机电等在内的多家中国光伏企业开展调研，考察覆盖设备、硅片、电池组件等多个环节，并重点关注异质结（HJT）、钙钛矿等前沿技术路线。 《科创板日报》记者就此向多家公司核实，高测股份表示有接触马斯克团队，另有多家企业表示已布局太空光伏领域。 部分光伏企业确认已和马斯克团队接触 《科创板日报》记者以投资者身份致电多家传闻涉及企业，获得了不尽相同的回应。 传闻中的核心企业之一晶科能源，有媒体报道称其近期确实与马斯克团队相关考察团有过接触，考察团重点了解了公司的技术储备与生产设备。但《科创板日报》记者致电其证券部未能接通，公司尚未就此发布官方公告。 光伏设备龙头晶盛机电则对调研传闻未予证实，相关负责人表示“并不清楚”公司是否在调研范围内，相关信息需以官方公告为准。针对市场热议的太空光伏概念，该负责人称，目前光伏行业成熟应用场景仍集中在地面，对于公司未来是否布局该前沿领域，仅表示“需要关注未来的发展趋势”。 高测股份证实公司确与马斯克团队有过接触， 但明确目前双方尚未达成任何合作。被问及具体时间、形式及潜在合作内容时，该公司表示不便透露更多细节。 该工作人员表示，高测股份在光伏硅片切割环节拥有领先的专利与研发实力，其在专利与研发方面均处于行业领先地位，具体体现在更低的切片成本、更薄的硅片切割能力，以及金刚线产品在机械化水平和质量方面的优势，并已进行了多方面的前沿技术储备。 关于马斯克团队前来接触的原因，该公司分析认为，对方可能已广泛调研了多家光伏企业，其内部的评估与决策标准不便猜测。该公司方面仅表示，对自身的技术实力保持信心。 值得注意的是，2月4日午间，晶澳科技在互动平台回应了投资者关于“贵公司有无意向与马斯克合作？”的提问，其表示，“有关公司日常经营签署的合同，公司会按照交易所的相关规定履行信息披露义务”。此前，晶澳科技证券部也曾对调研传闻向《科创板日报》记者表示，“不是很清楚”。 据悉，晶澳科技主要专注于光伏硅片、电池和组件的生产，具备一体化研发、生产和销售能力，已储备钙钛矿等多种新型电池技术，...

Eli Lilly press release ( LLY ): Q4 Non-GAAP EPS of $7.54 beats by $0.61 . Revenue of $19.29B (+42.6% Y/Y) beats by $1.35B . 2026 guidance issued with revenue in the range of $80 billion to $83 billion and non-GAAP EPS in the range of $33.50 to $35.00. FY26 revenue consensus of $77.56B, EPS consensus of $33.30 Shares +5% PM. More on Eli Lilly Eli Lilly: Obesity Pricing For Access Tradeoff A Net Positive Eli Lilly: Breakout To New Highs Sends A Clear Warning Shot Eli Lilly: Buy Ahead Of Its Earnings Day (Preview) Novo Nordisk falls after 2025 results, dragging Lilly (update) Eli Lilly Q4 Preview: Obesity drug momentum, Medicare tailwinds lift analysts' optimism

针对近期因AI自动化工具推出引发的全球软件股抛售潮，英伟达CEO黄仁勋在旧金山人工智能大会上明确予以驳斥，称AI将取代软件工具的观点“极不合逻辑”。 2月4日，黄仁勋在思科主办的会议上指出，担心AI会让软件公司变得不再重要的观点是一种误导。他强调，无论人类还是智能体，都会选择使用现有工具而非重新发明，并以此解释了为何当前AI的核心突破点在于“工具使用”能力。他称： “有一种观点认为软件行业的工具正在衰落，并将被人工智能取代……这是世界上最不合逻辑的事情，时间会证明一切。 如果你是人类或机器人，或者人工智能、通用机器人，你会使用现有工具还是重新发明工具？答案显然是使用现有工具…… 这就是为什么人工智能的最新突破都与工具的使用有关，因为这些工具的设计初衷就是为了明确地执行任务。” 此番言论发表前， AI初创企业Anthropic推出的新自动化工具已引发市场对软件行业前景的广泛忧虑 ，并迅速转化为全球范围内的恐慌性抛售。美股三大指数受此影响全线回落，抛售潮随后蔓延至亚洲市场。周三，印度IT出口指数重挫6.3%，其中Infosys暴跌7.3%；日本市场方面，人力资源服务公司Recruit Holdings与野村综合研究所股价亦分别下跌9%和8%。 黄仁勋力推企业快速行动 在旧金山人工智能大会上，英伟达CEO黄仁勋系统阐述了对AI重塑计算产业的判断。他指出， 计算行业正经历“60年来的首次重塑”，其本质是从开发者编写具体指令的“显式编程”，转向用户仅需陈述目标、由系统自主规划执行路径的“隐式编程”。 针对企业实践，黄仁勋建议管理层应超越对短期投资回报率的机械计算， 转而聚焦于识别公司内部最具影响力的核心工作流，并率先在那里部署AI。 他强调需鼓励广泛实验，以“让一千朵花盛开”的策略推动多个项目并行探索。他同时透露，英伟达自身就采用了包括Anthropic、Codex和Gemini在内的多样化AI产品组合。 黄仁勋再次明确驳斥了AI将简单取代现有软件工具的流行观点，称其“极不合逻辑”。他将企业软件比作螺丝刀与锤子，指出即便是最先进的AI系统（无论是机器人还是数字智能体），其合理角色也是“使用工具”，而非“重新发明工具”。 Blue Whale Growth Fund首席投资官Stephen Yiu对此评论称： “2026年将是判定企业成为AI赢家或受害者的关键年份，核心投资技能...

Advertisement Expanded portfolio roadmap tied to AI-driven connectivity needs Astera Labs (ALAB) is expanding its portfolio roadmap to cover increased radix, platform-specific protocols, in-network computing, Hypercast technology, and optical connectivity, all shaped by feedback from hyperscalers. Astera Labs’ latest connectivity roadmap lands after a mixed stretch for the stock, with a 1-day share price return of 3.99% to US$158.52 contrasting with weaker recent share price returns. At the same time, the 1-year total shareholder return of 55.82% points to momentum that has built over a longer window. If AI-driven connectivity is on your radar, this could be a useful moment to broaden your watchlist with as potential candidates for your next idea. With revenue of US$723.04 million, net income of US$198.87 million, a 1-year total return of 55.82%, and shares trading at US$158.52 against an average analyst target of US$202.26, is there still a buying opportunity here, or is the market already pricing in future growth? Most Popular Narrative: 20.4% Undervalued At a last close of $158.52 versus a narrative fair value of $199.15, the most followed view prices in a meaningful upside gap that hinges on aggressive AI connectivity buildout assumptions. Strong early engagement with hyperscalers and AI platform providers on open, interoperable standards like UALink (which are still in the early adoption phase with projected ramp in 2027 and beyond) positions Astera Labs to capture the industry's shift toward open, multi-vendor AI Infrastructure 2.0. This ensures exposure to significant long-term market expansion and incrementally larger addressable markets, with the potential to positively influence revenue growth rates and future margin dynamics as adoption progresses. Curious what justifies that kind of upside gap? The narrative leans heavily on rapid revenue compounding, rising margins, and a premium earnings multiple that assumes this AI cycle has a long way to run. Result...

Morris Chang, founder of Taiwan Semiconductor Manufacturing (NYSE:TSM), made his first public appearance in over a year alongside Nvidia CEO Jensen Huang. The two reportedly shared a private dinner, with observers indicating Chang is in good health, mentally sharp and in good spirits. The event has drawn attention because Chang had not appeared publicly throughout 2025, prompting questions about his health and the broader leadership picture at TSMC. The meeting also highlights TSMC's continued close relationship with a major customer in high performance and AI chips. For you as an investor, this is notable because TSMC sits at the center of global chip manufacturing, supplying advanced semiconductors to leading designers across computing and AI. Any uncertainty around its leadership story tends to attract extra scrutiny, especially as chipmakers play a key role in everything from data centers to consumer electronics. Chang's visibly good health and engagement with Nvidia's CEO may reassure investors who had been watching for signs of instability at the company or in its partner network. It also underscores that high level conversations between TSMC and major customers continue, which can be important when you think about capacity planning, technology roadmaps and long term demand for advanced manufacturing services. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on Taiwan Semiconductor Manufacturing. NYSE:TSM 1-Year Stock Price Chart Advertisement Quick Assessment ⚖️ Price vs Analyst Target : At US$335.75, TSM trades about 18% below the US$409.49 analyst target, so sentiment from the street still skews higher than the current price. : At US$335.75, TSM trades about 18% below the US$409.49 analyst target, so sentiment from the street still skews higher than the current price. ❌ Simply Wall St Valuation : Shares are described as trading 47.2% above estimated fair value, which flags ...

In this article AMD NVDA ORCL Follow your favorite stocks CREATE FREE ACCOUNT Chipmaker Advanced Micro Devices (AMD) dropped 9% in early market premarket trading on Wednesday after its first-quarter forecast fell short of some analyst expectations. AMD reported revenue of $10.27 billion for the fourth quarter that topped LSEG consensus estimates of $9.67 billion on Tuesday. The company said it expects $9.8 billion in revenue for the first quarter, plus or minus $300 million, versus expectations of $9.38 billion. But some analysts had predicted the chipmaker would provide stronger guidance for the first-quarter amid an ongoing boom in spending for the processors needed to power AI. AMD, which alongside Nvidia is one of the key makers of AI chips, has seen its stock surge more than 100% in the past year on the back of rising demand. Stock Chart Icon Stock chart icon AMD stock over the past year "First, expectations were pretty sky high," said Susquehanna's Chris Rolland, talking on CNBC's "Closing Bell Overtime." "Secondly, they announced they shipped Chinese revenue in the quarter that was unexpected. This was not in street numbers, so when you account for that, the beat was far less substantial than we would've thought." However, he added, demand for AMD's chips in data centers was still strong and the company was hinting at multi-gigawatt contracts to come in the future. The chipmaker inked a deal with OpenAI in October that could see the startup take a 10% stake in AMD. OpenAI will deploy 6 gigawatts of AMD's Instinct graphics processing units over multiple years beginning with an initial 1-gigawatt rollout of chips in the second half of 2026, the companies said. Oracle also announced in October plans to deploy 50,000 of AMD's AI chips beginning later this year. watch now VIDEO 3:49 03:49 Susquehanna's Chris Rolland talks AMD shares falling on Q4 results Closing Bell: Overtime

支聯會顛覆國家政權案續審，控方舉證完畢。 否認控罪的兩名被告，支聯會前主席李卓人和副主席鄒幸彤，由囚車押解到西九龍法院應訊。 控方傳召警司周詠儀作供，她2020年以疫情為由，拒絕向支聯會維園集會發出「不反對通知書」，她指有關決定與支聯會綱領無關，是基於公共衞生安全考慮，亦是國家安全關注的一部分。 控方完成舉證，案件押後至下月9日續審，屆時會處理「共謀者原則」及中段陳詞。

AMD stock sinks 12% after earnings. Here's why CNBC AMD posts better than anticipated Q4 earnings and Q1 outlook, but stock falls Yahoo Finance Why AMD’s stock is diving toward its worst day in years after earnings MarketWatch Wall Street Expects Big Things From Advanced Micro Devices’ Earnings Today 24/7 Wall St. AMD predicts weaker first-quarter sales, shares plunge on Nvidia comparisons Reuters AMD Outlook Disappoints Investors Seeking Bigger AI Payoff Bloomberg.com Advanced Micro Devices (AMD) Q4 Earnings Today: Options Market Braces for an 8.87% Swing TipRanks AMD Is Being Punished For The Wrong Reasons (Q4 Earnings Review) (NASDAQ:AMD) Seeking Alpha AMD Stock Drops Despite Beat-And-Raise Earnings Report Investor's Business Daily

欧元区通胀率在欧洲央行2%目标之下进一步下跌，这正当官员们权衡下一步的利率政策。 1月消费者价格同比增长1.7%，较上月增速放缓，与彭博调查经济学家的预估中值一致。这是自2024年9月以来最弱的读数。 欧盟统计局周三公布，剔除波动较大的食品和能源价格后的核心通胀率意外回落至2.2%，而备受关注的服务业通胀也放缓至3.2%。 数据公布之际，欧洲央行正在召开2026年首次利率决策会议，分析师预计借贷成本在周四将连续第五次维持在2%不变。 责任编辑：刘明亮

【热点导读】 脑机接口领域又有重要突破，未来几年脑机接口产品或迎密集商业化 马斯克团队近期“摸底”中国光伏产业链，已有异质结设备厂签单 无人驾驶行业2026年有望进入商业化竞争新阶段 能源革命下半场，氢能产业链或迎发展大机遇 福建提出打造算力服务“一张网”，提升算力统筹调度能力 国产宽体客机C929“大脑”供应商确定 【主题详情】 脑机接口领域又有重要突破，未来几年脑机接口产品或迎密集商业化 临港实验室官微消息，2月3日，临港实验室李昊团队与中国科学院脑智卓越创新中心刘真研究组合作，在神经生物学顶级学术期刊《Neuron》在线发表了题为“A mesoscale optogenetics system for precise and robust stimulation of the primate cortex”的研究论文。研究团队成功建立了基于介观光遗传技术的新型超高通道数脑机接口，攻克了对灵长类大脑皮层长期、精准、稳定刺激的技术难题，为脑机接口和脑科学研究领域带来了重要突破。 国信证券指出，脑机接口已进入“技术突破向商业化跃迁”的关键节点，锚定“政策+技术+场景”三重主线。当前行业受益于十五五规划重点布局、医保赋码与医疗器械标准落地等政策红利，叠加Neuralink量产预期与国内临床突破的催化，全球市场规模有望迎来爆发式增长。从产品端看，侵入式产品仍在临床试验，非侵入式产品已有部分上市，包括医疗端的脑机接口运动康复系统，以及消费端的安睡仪等。随着芯片、电极、算法等技术的发展，法规标准的不断完善，预计未来几年脑机接口产品将迎来密集商业化。 上市公司中， 创新医疗 控股子公司博灵脑机(杭州)科技有限公司(以下简称“博灵脑机”)成立于2021年年初，并于2025年8月被公司纳入合并报表范围。博灵脑机产品赛博灵科AC5已于2025年10月正式上市销售。 南京熊猫 脑机接口方面主要是基于脑机接口技术的多模态人机交互系统集成关键技术研发。公司参与了江苏省重点研发计划专项中关于脑机接口项目的课题。 马斯克团队近期“摸底”中国光伏产业链，已有异质结设备厂签单 财联社记者从多位产业链人士处获悉，马斯克团队近期“摸底”中国光伏产业链 ，已有异质结设备厂签单。据知情人士称，近期马斯克旗下的SPACE X团队和Tesla团队“摸底”中国光伏企业，其中TESLA团队目前仅是验厂阶段，到访...

格隆汇2月4日｜波士顿科学公司第四季度财报发布后，盘前股价下跌6.1%。

财联社2月4日讯，今日有消息称，马斯克团队于上周对包括TCL中环、晶科能源、 晶盛机电 等在内的多家中国光伏企业进行了调研，受此影响，A股光伏板块今日大放异彩。今日盘后，A股“太空光伏”板块多只热门股票发布公告，就“太空光伏”相关业务披露最新进展。 “两连板”的 国晟科技 在公告中称，有部分自媒体报道公司为某商业航天公司提供HJT光伏系统、公司涉及太空光伏业务等信息。公司的异质结（HJT）电池组件产品主要应用于集中式电站、分布式电站等场景， 公司目前未涉及太空光伏业务，请投资者注意理性判断。 国晟科技是近年来A股市场少见的大牛股。2025年，该股股价涨幅达到480.86%；2026年1月月中展开大幅调整，股价一度接近腰斩，截至今日收盘，该股录得2连板，收盘价报16.18元/股。 双良节能 近两日同样录得“两连板”，在公告中，公司指出，近期资本市场对“太空光伏”等概念关注度较高，相关板块市场表现较为活跃。截至目前，“太空光伏”相关应用场景尚处于探索阶段，产业化进程仍面临重大不确定性， 公司目前尚未开展太空光伏相关的业务，对公司当前业绩无实质性影响。 敬请投资者注意理性判断，防范投资风险。 双良节能在公告中同时澄清， 公司最近两年未确认与商业航天项目相关的营业收入，后续相关业务的开展存在一定的不确定性。 截至今日收盘，双良节能报11.11元/股，今年股价涨幅已达到69.88%。 晶盛机电在公告中表示，近期资本市场对“太空光伏”等概念板块的关注度持续攀升，相关板块呈现出较高的市场热度。 目前，“太空光伏”应用场景尚处于探索阶段，产业化进程仍面临不确定性。 公司主营业务涵盖硅片、电池及组件等光伏产业链设备及石英坩埚、金刚线等辅材耗材的研发、生产、销售，随着市场对光伏领域的关注度不断提高，可能会间接影响投资者对公司未来业务拓展的预期。公司特此提醒广大投资者，应充分认识股票市场的风险，切勿盲目追逐市场热点，审慎作出决策、理性开展投资，避免因概念炒作而引发投资风险。 截至今日收盘，晶盛机电报62.21元/股，该股今年涨幅超过69%。

The software selloff is boosting the appeal of value stocks.

Cencora ( COR ) declares $0.60/share quarterly dividend , in line with previous. Forward yield 0.66% Payable March 2; for shareholders of record Feb. 13; ex-div Feb. 13. See COR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Cencora Cencora: High-Growth Specialty Services Firm Disguised As A Distributor Cencora, Inc. (COR) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Cencora, Inc. (COR) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Cencora Q1 2026 Earnings Preview CD&R, TPG's Covetrus in talks to buy Cencora's vet business - report

文章提及标的 礼来 -- 礼来（LLY）美股盘前涨超4%，现报1048.0美元。

US equity futures take a breather from a global rout driven by stocks sensitive to potential disruption from Anthropic's new automation tool. Investors await results from Alphabet and Qualcomm as AMD's AI-fueled outlook disappoints. Shares of Novo Nordisk plunges as the drugmaker forecasts sales to fall as much 13% this year. Iran asks the US to move the scheduled diplomatic talks this week from Turkey to Oman and to limit the agenda to Tehran's nuclear program. Stephanie Guild of Robinhood discusses the opportunities in software stocks amid the recent selloff. (Source: Bloomberg)

Fundraised a Record $35 Billion in the Fourth Quarter; $112 Billion for 2025 Quarterly Fee-Related Earnings of $867 Million, Up 28% Year-Over-Year Quarterly Distributable Earnings of $767 Million, Up 18% Year-Over-Year Connor Teskey Appointed CEO of Brookfield Asset Management NEW YORK, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM) (“BAM”), a leading global alternative asset manager headquartered in New York with over $1 trillion of assets under management, today announced record financial results for the quarter ended December 31, 2025; the strongest results since listing. The Board of Directors approved the appointment of Connor Teskey as Chief Executive Officer of BAM. Bruce Flatt will continue in his role as Chair of the Board, in addition to his role as Chief Executive Officer of Brookfield Corporation. Bruce Flatt said, “Today’s announcement is the next step in the succession process we started four years ago. This will set up our next generation of leaders who will guide the company in the coming decades. Connor is an exceptional leader who embodies Brookfield’s culture of collaboration, innovation, and discipline. The entire senior management team is thrilled to work with him as he assumes this role and takes BAM to new levels of success.” In discussing results, Connor Teskey said, “2025 was another record year for our business— across each of fundraising, deployment, and monetizations. Our fee-bearing capital grew to over $600 billion, with 22% year-over-year growth in fee-related earnings and 14% growth in distributable earnings. Looking ahead, we will have key flagship strategies in the market and a growing suite of complementary offerings, positioning us to drive sustained growth across multiple channels. This confidence supports our decision to increase our dividend by 15%.” Common Dividend Increase The board of directors of BAM declared a quarterly dividend of $0.5025 per share, representing a 15% increase, pa...