Key Points The high-bandwidth memory market is shaping up to be a multiyear growth engine for Micron. Leading foundry TSMC should continue benefiting from the explosive demand for advanced chips and packaging. Despite growing concerns about how well big tech's investments in AI infrastructure will pay off, both of these companies are fundamentally strong and well positioned in a tight chip supply chain. 10 stocks we like better than Micron Technology › The S&P 500 is hovering just below its all-time high of 7,002 as of Feb. 2. Yet with the market gripped by concerns about the monetization potential of the massive investments that tech companies are making in artificial intelligence (AI), many investors are worried that the rally may be coming to an end. 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 » However, history shows that opening stakes in fundamentally strong businesses while they are trading at reasonable valuations is a smart long-term investment strategy. Chipmakers Micron Technology(NASDAQ: MU) and Taiwan Semiconductor Manufacturing (NYSE: TSM) both seem to fit the bill. Here's why investing $1,000 in either of these stocks could make sense for you in 2026. Micron Technology The memory chip market has long been cyclical, but after a difficult down phase in 2023 and 2024, Micron has staged a solid comeback, with high-bandwidth memory (a type of DRAM) emerging as one of its most significant AI-driven growth catalysts. In data center servers, high-bandwidth memory is positioned close to AI chips, where it provides those processors with the data they analyze in the training and deployment of increasingly large AI models. Micron has already locked in pricing and volume agreements for all the high-bandwidth memory it will produce in 2026, which gives the company impressive revenue visibility. However, demand for those chips is significantly ...

美国财政部：将季度再融资规模定为1250亿美元，符合预期； 将于2月10日进行580亿美元3年期国债拍卖； 将于2月11日进行420亿美元10年期国债拍卖； 将于2月12日进行250亿美元30年期国债拍卖。

Polyrizon ( PLRZ ) on Wednesday announced the signing of a non-binding Memorandum of Understanding (MOU) with Arrow Aviation Ltd., a global private aviation company. Under the terms of the MOU, Polyrizon intends to acquire a 51% stake in Arrow Aviation on a fully diluted basis through a cash investment of NIS 18,000,000 (approximately $5.8 million), marking a strategic expansion into the high-growth private aviation sector. Arrow Aviation, with about $19M in annual revenue and $3M in adjusted EBITDA, provides private jet services, offering high-quality VIP flights for a range of clients. More on Polyrizon Ltd. Seeking Alpha’s Quant Rating on Polyrizon Ltd. Financial information for Polyrizon Ltd.

格隆汇2月4日｜炼油商菲利普斯66公布去年第四季度业绩，调整后每股收益为2.47美元，超过分析师平均预期的2.16美元；销售额同比增长6.9%至363.33亿美元，亦超过分析师预期的320.61亿美元。期内，炼油部门实现调整后净利润5.42亿美元，而去年同期为亏损7.59亿美元。

Analysts Are Bullish on These Technology Stocks: Palantir Technologies (PLTR), Tyler Technologies (TYL) theglobeandmail.com

There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Palantir Technologies (PLTR – Research Report), Tyler Technologies (TYL – Research Report) and Gartner (IT – Research Report) with bullish sentiments. Palantir Technologies (PLTR) Truist Financial analyst Arvind Ramnani maintained a Buy rating on Palantir Technologies today. The company’s shares closed last Monday at $147.76. According to TipRanks.com, Ramnani is a 1-star analyst with an average return of -1.0% and a 48.4% success rate. Ramnani covers the Technology sector, focusing on stocks such as Accenture, CoreWeave, and Duolingo. ;'> Palantir Technologies has an analyst consensus of Moderate Buy, with a price target consensus of $191.94, implying a 27.2% upside from current levels. In a report issued on January 22, Phillip Securities also initiated coverage with a Buy rating on the stock with a $208.00 price target. See Insiders’ Hot Stocks on TipRanks >> Tyler Technologies (TYL) Truist Financial analyst Terry Tillman maintained a Buy rating on Tyler Technologies today. The company’s shares closed last Monday at $362.88. According to TipRanks.com, Tillman is a 1-star analyst with an average return of -0.7% and a 42.7% success rate. Tillman covers the Technology sector, focusing on stocks such as ServiceTitan, Inc. Class A, Zeta Global Holdings Corp, and Onestream, Inc. Class A. ;'> Currently, the analyst consensus on Tyler Technologies is a Strong Buy with an average price target of $594.60, representing a 59.8% upside. In a report issued on January 23, Oppenheimer also maintained a Buy rating on the stock with a $510.00 price target. Gartner (IT) Truist Financial analyst Jasper Bibb maintained a Buy rating on Gartner today. The company’s shares closed last Monday at $202.40. According to TipRanks.com, Bibb is a 4-star analyst with an average return of 12.6% and a 69.0% success rate. Bibb covers the Industrial Goods sector, focusing on stocks such as ARAMARK Holdings...

US equity futures were little changed pre-bell Wednesday, stabilizing after a breakthrough in the go Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

Welcome to our guide to the commodities driving the global economy. Today, energy reporter Josh Saul explores tech giants’ commitments to pay for power from data centers. Surging US utility bills are fueling political ire about the cost of living, and the artificial intelligence boom is partly to blame. Tech giants including OpenAI and Microsoft Corp. have pledged they’ll pay their fair share. But how exactly they’ll foot the bill remains an open question. In the largest US grid, which serves one-fifth of Americans, data centers have added a minimum of $23 billion to customer bills over three years. That’s because AI’s electricity needs far outstrip existing power supplies — requiring not just new generation but also expensive upgrades to the grid itself. The cost of expanding the transmission system run by PJM Interconnection LLC was estimated late last year at $11.6 billion, driven in part by surging demand in data-center hubs such as northern Virginia. Upgrades to the power system made by utilities or regional grid operators are typically spread across all of their consumers — including households and small businesses already stretched by inflation. While Microsoft and OpenAI both said they will pay for the cost of developing energy-related infrastructure required by their data centers, neither has offered specifics. For Microsoft, “it’s hard to speculate on what the company is fully committing to here, and whether it’s a full insulation of power-bill impacts on consumers,” said David Arcaro, a utilities analyst at Morgan Stanley. Shifting the burden onto tech companies is complicated. There’s no mechanism to assign the expense of transmission upgrades to data centers, said Ari Peskoe, director of the Electricity Law Initiative at Harvard Law School. “These companies aren’t responsible for allocating transmission costs.” Transmission is just one component of grid upgrades necessary to power data centers. The AI boom is also driving up demand for electric substati...

TLDR Qualcomm reports December quarter earnings today with Wall Street forecasting $12.13 billion in revenue and $3.39 EPS The stock trades down 15% year-to-date, creating a 44% valuation discount compared to the S&P 500 Bernstein analyst keeps Outperform rating with $200 target despite smartphone market headwinds Options pricing indicates approximately 6% expected move with market bias score at -1 Critical support sits at $146-$148 while resistance holds at $150-$152 Qualcomm unveils its December quarter financial results after today’s closing bell. Analysts project revenue of $12.13 billion with adjusted earnings per share reaching $3.39. QUALCOMM Incorporated, QCOM The mobile processor and 5G chipset manufacturer has struggled in 2026. Shares have fallen 15% while the broader semiconductor sector rallied 13%. This underperformance reflects growing concerns about smartphone demand. Rising memory prices threaten to crimp consumer device purchases throughout the year. Yet not everyone shares this pessimistic outlook. Bernstein analyst Stacy Rasgon maintained his Outperform rating Monday. His $200 price target suggests substantial upside from current levels. Rasgon believes the market is overlooking Qualcomm’s fundamental strengths. “We still believe there is value to be had under the surface [with its] objectively strong product portfolio,” the analyst wrote. He acknowledged the “general distaste of smartphones” currently weighing on sentiment. Valuation Gap Creates Opportunity The numbers tell an interesting story. Qualcomm’s price-to-forward earnings ratio sits 44% below the S&P 500 average. That’s a massive discount for a market leader in wireless technology. The company dominates mobile processors and 5G chipsets globally. Wall Street expects the current quarter to deliver $11.11 billion in revenue with $2.90 EPS. These forward estimates matter just as much as December’s results. Options traders are pricing in roughly 6% movement following the announcement. This...

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还在Xcode里当「手搓侠」？苹果这次直接把Codex+Claude塞进IDE，堪称给开发者发了两把「外挂神剑」。苹果开发者终于「吃上好的了」！ 就在刚刚，苹果发布了 Xcode 26.3 的重磅更新！ 这一次，不再是无关痛痒的修修补补，而是直接把「核武器」搬进了IDE—— Codex和Claude正式入驻Xcode！ 这意味着什么？ 意味着你再也不用在写代码和ChatGPT网页之间疯狂Cmd+Tab切换了。 苹果这一次，是真的把 AI的「灵魂」 注入了开发者的指尖。 左手OpenAI，右手Claude，这谁顶得住？ 手快的网友们已经开始体验了。 下面是Xcode 26.3的启动画面 Xcode 26.3引入了三个新的框架，全是和IDEIntelligence相关，第一个就是Agent。 赶快去更新吧！ 不过App Store里还没有最新的26.3，目前还是26.2，估计还需要等待几天。 但是你可以通过官网直接下载。 地址：https://developer.apple.com/news/releases/?id=02032026a 有老哥已经使用Xcode 26.3「一句话」就开发了一个iOS应用。 想要快速了解Xcode 26.3可以看这个小哥的视频，速览一遍～ 总之，这个消息对于苹果的开发者来说，简直不要太惊喜。 在过去，我们为了在Xcode里用上AI，要么忍受Siri的「人工智障」，要么得自己折腾各种第三方插件，甚至还得去GitHub找那些不太稳定的Swift Package。 但现在，Xcode 26.3直接以此原生方式集成了两大顶流模型。 苹果这次的开放程度简直令人咋舌。 开发者现在可以直接在Xcode的设置里，绑定自己的OpenAI或Anthropic账号。 写代码卡住了？直接在编辑器里Claude，让它帮你重构这个乱成一团的Class。 报错看不懂？把Log甩给Codex，让它告诉你到底哪里空指针了。 文档不想写？一键生成，而且是根据你的代码逻辑实时生成的。 更有意思的是，Xcode 26.3引入了全新的 「Coding Intelligence」 功能。 这可不是简单的自动补全，它是真正的「Agentic Coding」（智能体编程）。 根据苹果官方的说法，这次的Agent获得了史诗级的权限提升。 Claude和Codex不再是只能写几行代码的「实...

Fitell Corporation Sydney, Australia, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Fitell Corporation (NASDAQ: FTEL) (“Fitell” or the “Company”) announced today the appointment of Jack Zeng as the Head of Technology of 2F Robotics Pty Ltd, Fitell’s robotics-focused subsidiary. Before joining Fitell, Mr. Zeng has founded and scaled successful technology ventures and brought experience in building data analytics and intelligent agent solutions for major enterprise customers including Fortune 500 across Asia, spanning product research and development, deployment, and go-to-market. With a background encompassing top-tier computer science education, Microsoft-certified engineering, and successful AI ventures, he has a track record of repeatedly driving international market entry for advanced hardware products, including launching next-generation robotics in key international markets, establishing early-user programs, and securing distribution channels across North America and Australia. In his role as Head of Technology, Mr. Zeng will lead Fitell's global market strategy, including product commercialization and strategic partnerships. He will report directly to Ms.Sam Lu, CEO of Fitell Corporation. “Jack combines technical depth with strong execution focus.” said Sam Lu, CEO of Fitell. “As we advance our AI and robotics initiatives, his leadership will be instrumental in bringing our vision to a global audience. This strategic hire marks another concrete step of our commitment our AI-driven robotics initiative and well positions us to further our inroad to robotic product development, sales and marketing down the road.” “I’m excited to join 2F Robotics and be part of the new chapter of Fitell," said Jack Zeng. "My focus will be to architect and execute the commercial engine that delivers this value to a global customer base, creating sustainable and scalable growth." About Fitell Corporation Fitell Corporation, through GD Wellness Pty Ltd (“GD”), its wholly owned subsidiary, is an ...

Walk the rows of the farmers market in a small, nondescript Texas town about an hour away from Austin, and you might stumble across something unexpected: In between booths selling fresh, local pickles and pies, there’s a table piled high with generic-looking streaming boxes, promising free access to NFL games, UFC fights, and any cable TV network you can think of. It’s called the SuperBox, and it’s being demoed by Jason, who also has homemade banana bread, okra, and canned goods for sale. “People are sick and tired of giving Dish Network $200 a month for trash service,” Jason says. His pitch to rural would-be cord-cutters: Buy a SuperBox for $300 to $400 instead, and you’ll never have to shell out money for cable or streaming subscriptions again. I met Jason through one of the many Facebook groups used as support forums for rogue streaming devices like the SuperBox. To allow him and other users and sellers of these devices to speak freely, we’re only identifying them by their first names or pseudonyms. “People are sick and tired of giving Dish Network $200 a month for trash service.” SuperBox and its main competitor, vSeeBox, are gaining in popularity as consumers get fed up with what TV has become: Pay TV bundles are incredibly expensive, streaming services are costlier every year, and you need to sign up for multiple services just to catch your favorite sports team every time they play. The hardware itself is generic and legal, but you won’t find these devices at mainstream stores like Walmart and Best Buy because everyone knows the point is accessing illegal streaming services that offer every single channel, show, and movie you can think of. But there are hundreds of resellers like Jason all across the United States who aren’t bothered by the legal technicalities of these devices. They’re all part of a massive, informal economy that connects hard-to-pin-down Chinese device makers and rogue streaming service operators with American consumers looking to take cord-...

Stryker ( SYK ) declared $0.88/share quarterly dividend , in line with previous. Forward yield 0.98% Payable April 30; for shareholders of record March 31; ex-div March 31. See SYK Dividend Scorecard, Yield Chart, & Dividend Growth. More on Stryker Stryker Corporation (SYK) Q4 2025 Earnings Call Transcript Stryker's ASC Advantage Is Real But Largely Priced In Despite Reassurances On Growth, The Market Hasn't Warmed To Stryker Stryker projects 8%–9.5% organic sales growth for 2026 while advancing margin expansion and new product launches Stryker Q4 results beat on both lines; 2026 EPS guidance includes consensus

MoMo Productions/DigitalVision via Getty Images Investment Summary My previous investment thought on ManpowerGroup ( MAN ) was a hold rating because I don’t have confidence in the revenue growth recovery strength and also because margin was not recovering. The Q4 2025 results gave some clarity to the recovery narrative but did not fully change my view. While organic revenue has now grown for two consecutive quarters, the recovery remains uneven across regions and weak on profitability. The topline appears to have found a floor, but margins continue to lag, which I think is keeping the earnings outlook uncertain. I reiterate hold. 4Q25 Results Update Total revenue was $4.71 billion, up 7% y/y on a reported basis and 2% on an organic constant-currency basis, marking the second consecutive quarter of positive organic growth. This is a real improvement from the flat trend before and does suggest that the business is stabilizing. That said, the recovery path is not entirely clear yet. The Americas was the region that really drove the recovery this quarter with organic constant-currency revenue growth of 8.6%. Southern Europe also did well, growing 3.4% y/y, but Northern Europe remains the drag, declining 1.1% organically. The profit profile was also not really encouraging. Adj. EBIT margin saw 2%, flat y/y, and this is despite SG&A as a percentage of revenue being down y/y. This suggests weak pricing (I will touch on this below), and I believe it is the primary reason why adj. EPS was down y/y to $0.92. The Bull Case Is That The Revenue Floor Is In The bullish takeaway this quarter, and the reason the stock price jumped, in my view, is because the revenue inflection I pointed out last October now looks more likely to continue. In other words, this second consecutive quarter of organic growth showed the market that a trend was forming, which gave confidence that the worst of the declines was likely behind us. While some may argue two quarters don’t really form a trend, I ...

Futures Rise Despite Software, AMD Rout Ahead Of Google Earnings US stock futures are up small with Tech lagging on rotation fears, though major indices are off their overnight lows. The AI narrative has been flipped upside down, with traders focused on perceived losers, most of which are in the Software sector, where “there’s no floor” according to one investment manager. As of 8:00am ET, S&P futures are up 0.2%, well off session lows; Nasdaq futures rise 0.2%, pressured by weakness in AMD which tumbled 8% after projections which disappointed Wall Street; Alphabet is set to report after the close. Pre-market, Mag7 are mixed with AAPL, AMZN, and GOOG higher with Semis under pressure (AMD -7%, AVGO -0.8%, NVDA -0.1%). Both Cyclicals and Defensives are mixed without a clear leader. The USD is bid as bond yields are higher by 1-2bps.Commodities are stronger led by Energy and Metals, with gold blasting off back over $5k, and silver rising above $90. Today’s macro data focus is on ISM Services where an in line / stronger print may create a renewed bid for stocks. In premarket trading, Mag 7 stocks are mostly higher: Alphabet +1% ahead of earnings due after the market close (Microsoft +0.1%, Amazon +0.3%, Apple +0.3%, Nvidia +0.3%, Meta little changed, Tesla -0.06%) AMD (AMD) slides 9% after the chipmaker’s sales forecast underwhelmed investors, a sign that it’s not making the AI inroads that some on Wall Street anticipated. Boston Scientific (BSX) falls 9% after the maker of medical devices gave a profit and sales growth forecast for 2026 that fell short of Wall Street’s expectations. Chipotle (CMG) falls 5% after the restaurant chain operator’s underwhelming annual comparable sales forecast. Eli Lilly & Co. (LLY) rises 7% after providing an upbeat sales forecast for the year as strong demand for its weight loss drug cemented its position at the top of the obesity market. Emerson Electric (EMR) rises 4% after the automation technology provider reported 9% growth in under...

据香港《南华早报》报道，西班牙首相佩德罗·桑切斯计划于今年晚些时候访问中国。报道援引一名知情人士消息称，此次访华计划细节正在商讨中。如果此访成行，这将是桑切斯四年内第四次访华。报道还称，桑切斯此次访问计划的背景是，欧美紧张关系加剧，越来越多欧洲国家重新考虑与中国的关系。 (环球网)

Bank of America has growing confidence that Five Below 's new leadership, merchandising changes and marketing investments could drive further upside for its stock. The bank double upgraded shares of the discount retail chain to a buy from underperform. Analyst Ronald Ohmes also hiked his price target to $233 from $158. Shares of Five Below have surged 109% over the past 12 months. Ohmes' revised forecast implies an additional upside of 18%. FIVE 1Y mountain FIVE 1Y chart As a catalyst, Ohmes applauded Five Below's new management team, which he says could drive multiples higher. "We believe FIVE will return to a higher P/E multiple (vs. current 25x P/E on C27E EPS) as results continue to improve under new leadership (new CEO Winnie Park joined in Dec. 2024, followed by new CFO Dan Sullivan and Chief Merchant Michelle Israel joining in Oct. 2025), with a return to a focus on Kid's and the Millennial Mom (vs. preteens & Teens)," he wrote. Five Below has shifted to a more "merchant led" organization that could drive upside for years to come, Ohmes said. He explained that the company has freshened up its product pipeline, which has provided customers with a sense of "newness." It also has more core and rounded price points and new "extreme value" items priced above $5 such as fitness items and apparel, he said. Investment in store labor has also driven better cleanliness and inventory flow, according to the analyst. Ohmes also applauded the company's enhanced seasonal and studio license merchandising, which includes products geared towards specific holidays and a closer relationship with companies like Disney, Marvel, Barbie and Netflix. Five Below has also slowed its store growth to 9% from 15%, which should result in improved site selection and execution, the analyst said. Also, new marketing initiatives will be a tailwind for the stock, Ohmes said. "Investing in marketing drives traffic/transactions and mix shift to higher price points supports [average unit retail] t...

Huntington Ingalls ( HII ) declared $1.38/share quarterly dividend , in line with previous. Forward yield 1.28% Payable March 13; for shareholders of record Feb. 27; ex-div Feb. 27. See HII Dividend Scorecard, Yield Chart, & Dividend Growth. More on Huntington Ingalls Huntington Ingalls: Sailing The High Seas Making The U.S. Navy Great Again: Huntington Ingalls And Trump-Class Battleships U.S. Navy downs Iranian drone near carrier in Arabian Sea Hegseth courts Blue Origin as Pentagon steps up pressure on legacy defense firms Seeking Alpha’s Quant Rating on Huntington Ingalls

Dancing robots and a military parade: photos of the day – Wednesday The Guardian’s picture editors select photographs from around the world Army Women’s Corps personnel take part in a military parade in Colombo to mark Sri Lanka’s 78th independence day. Photograph: Ishara S Kodikara/AFP/Getty Images