Strong Q4 results and analyst upgrades couldn't save Palantir from an 11% drop. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( -11.62 %) $ -18.34 Current Price $ 139.54 Key Data Points Market Cap $376B Day's Range $ 135.68 - $ 155.85 52wk Range $ 66.12 - $ 207.52 Volume 113M Avg Vol 46M Gross Margin 82.37 % Palantir Technologies (PLTR 11.62%), a data analytics software specialist, closed Wednesday at $139.54, down 11.62%. The stock moved lower as valuation concerns resurfaced despite strong Q4 results and analyst upgrades. Trading volume reached 110.7 million shares, coming in about 136% above its three-month average of 47 million shares. Palantir Technologies IPO'd in 2020 and has grown 1369% since going public. How the markets moved today The broader market weakened Wednesday, with the S&P 500 (SNPINDEX: ^GSPC) slipping 0.51% to 6,882, while the Nasdaq Composite (NASDAQINDEX: ^IXIC) fell 1.51% to 22,905. Within software infrastructure names, peers were mixed, as Snowflake (SNOW 4.86%) closed at $165.29 (-4.59%) while Prologis (PLD +2.20%) finished at $134.84 (+2.24%). What this means for investors Palantir shares declined sharply on Wednesday, despite 70% revenue growth to $1.41 billion and two analyst upgrades to Buy. The drop reflected concerns about valuation, as investors questioned the stock's premium compared to other AI software companies and reconsidered how much future growth is already priced in. The company reported strong Q4 momentum in both government and commercial segments, supported by a $1 billion UK Ministry of Defence contract that ensures multi-year revenue visibility. Two firms raised their targets, citing accelerating U.S. commercial adoption and sustained AI demand. However, these upgrades did not prevent an 11% decline, as a critical hedge fund letter and ongoing valuation concerns led investors to rotate out of the stock. Investors will now assess whether continued commercial momentum and expanding margins can justify Palantir...

On Feb. 4, 2026, AMD’s AI-chip stumble rattled the Nasdaq while defensive Dow names steadied a suddenly nervous Wall Street. The S&P 500 (^GSPC 0.51%) fell 0.51% to 6,882.72, the Nasdaq Composite (^IXIC 1.51%) slid 1.51% to 22,904.58 on heavy tech selling. The Dow Jones Industrial Average (^DJI +0.53%) rose 0.53% to 49,501.30 as investors rotated into defensive and value names. Market movers Advanced Micro Devices (AMD 17.31%) sank 17.31% despite solid earnings, finishing the day at $200.19. The market had high expectations, and investors felt the company’s Q1 forecast came up short. Software stocks continued to tumble, with intraday drops from big names, including Thomson Reuters (TRI +1.76%) which is down over 20% in the past five days. In contrast, biopharmaceutical company Amgen, (AMGN +8.15%), gained over 8% on positive Q4 results, helping to push the Dow into positive territory. What this means for investors The Nasdaq continued to plummet today, with AI skepticism reflected in the steep AMD sell-off. SanDisk (SNDK 16.06%) finished the day down by almost 16%, erasing some of its recent gains. Anthropic’s release of new AI tools is pressuring software and services companies. Concern that it could automate a host of jobs offered by companies wiped around $300 billion off software and financial services stocks yesterday, per The Wall Street Journal. Tech upheaval means capital is rotating towards defensive and cyclical stocks, as shown by today’s Dow gains. Disappointing jobs data from ADP did little to reassure investors. The payroll processor said today that private payrolls added 22,000 jobs in January, far below the predicted 45,000 positions. Ongoing uncertainty is likely to weigh on high-risk stocks and contribute to further volatility.

The S&P 500 (SNPINDEX:^GSPC) fell 0.51% to 6,882.72, the Nasdaq Composite (NASDAQINDEX:^IXIC) slid 1.51% to 22,904.58 on heavy tech selling. The Dow Jones Industrial Average (DJINDICES:^DJI) rose 0.53% to 49,501.30 as investors rotated into defensive and value names. Market movers Advanced Micro Devices (NASDAQ:AMD) sank 17.31% despite solid earnings, finishing the day at $200.19. The market had high expectations, and investors felt the company’s Q1 forecast came up short. Software stocks continued to tumble, with intraday drops from big names, including Thomson Reuters (NASDAQ:TRI) which is down over 20% in the past five days. In contrast, biopharmaceutical company Amgen, (NASDAQ:AMGN), gained over 8% on positive Q4 results, helping to push the Dow into positive territory. What this means for investors The Nasdaq continued to plummet today, with AI skepticism reflected in the steep AMD sell-off. SanDisk (NASDAQ:SNDK) finished the day down by almost 16%, erasing some of its recent gains. Anthropic’s release of new AI tools is pressuring software and services companies. Concern that it could automate a host of jobs offered by companies wiped around $300 billion off software and financial services stocks yesterday, per The Wall Street Journal. Tech upheaval means capital is rotating towards defensive and cyclical stocks, as shown by today’s Dow gains. Disappointing jobs data from ADP did little to reassure investors. The payroll processor said today that private payrolls added 22,000 jobs in January, far below the predicted 45,000 positions. Ongoing uncertainty is likely to weigh on high-risk stocks and contribute to further volatility. Should you buy stock in S&P 500 Index right now? Before you buy stock in S&P 500 Index, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and S&P 500 Index wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the c...

RKT260213P00016500 互動股市圖表 | RKT Feb 2026 16.500 put 股市 Yahoo 財經

Image source: The Motley Fool. Wednesday, February 4, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Sundar Pichai President and Chief Investment Officer — Philip Schindler Chief Financial Officer — Anat Ashkenazi TAKEAWAYS Consolidated Revenues -- $113.8 billion, representing 17% constant currency growth, driven by acceleration in Search and Cloud revenues. -- $113.8 billion, representing 17% constant currency growth, driven by acceleration in Search and Cloud revenues. Operating Income -- $35.9 billion, up 16%, with an operating margin of 31.6% reflecting a $2.1 billion stock-based compensation charge linked to Waymo’s valuation increase. -- $35.9 billion, up 16%, with an operating margin of 31.6% reflecting a $2.1 billion stock-based compensation charge linked to Waymo’s valuation increase. Net Income -- $34.5 billion, up 30%, with earnings per share increasing 31% to $2.82. -- $34.5 billion, up 30%, with earnings per share increasing 31% to $2.82. Operating Cash Flow -- $52.4 billion in Q4, a company record, resulting in $24.6 billion of free cash flow for the quarter. -- $52.4 billion in Q4, a company record, resulting in $24.6 billion of free cash flow for the quarter. CapEx -- $27.9 billion in Q4 and $91.4 billion for the year, primarily allocated to technical infrastructure; 60% invested in servers, 40% in data centers and networking. -- $27.9 billion in Q4 and $91.4 billion for the year, primarily allocated to technical infrastructure; 60% invested in servers, 40% in data centers and networking. Google Services Revenue -- $95.9 billion, up 14%, with Search and Other Advertising revenues up 17% to $63.1 billion driven by broad vertical strength and especially retail. -- $95.9 billion, up 14%, with Search and Other Advertising revenues up 17% to $63.1 billion driven by broad vertical strength and especially retail. YouTube Advertising Revenue -- $11.4 billion, up 9%, supported by direct response, while network advertising revenues declined 2...

Choppy markets threaten ECB's 'good place' but rates still firmly on hold Reuters

Nurses, community allies to highlight connection between ICE violence and Palantir National Nurses United

Meta Platforms, Inc. (NASDAQ:META - Get Free Report) shares were down 3.3% on Wednesday . The company traded as low as $667.46 and last traded at $668.99. Approximately 16,519,606 shares were traded during mid-day trading, a decline of 7% from the average daily volume of 17,793,797 shares. The stock had previously closed at $691.70. Get Meta Platforms alerts: Sign Up Meta Platforms News Roundup Here are the key news stories impacting Meta Platforms this week: Wall Street Analyst Weigh In META has been the topic of several research reports. Erste Group Bank cut shares of Meta Platforms from a "buy" rating to a "hold" rating in a research report on Monday, November 10th. KeyCorp reduced their price objective on Meta Platforms from $875.00 to $835.00 and set an "overweight" rating on the stock in a research report on Monday, January 26th. Barclays restated an "overweight" rating and issued a $800.00 target price (up previously from $770.00) on shares of Meta Platforms in a research report on Thursday, January 29th. Robert W. Baird increased their price target on shares of Meta Platforms from $815.00 to $830.00 and gave the company an "outperform" rating in a research report on Thursday, January 29th. Finally, Truist Financial lifted their price target on shares of Meta Platforms from $875.00 to $900.00 and gave the stock a "buy" rating in a research note on Thursday, January 29th. Five research analysts have rated the stock with a Strong Buy rating, forty-one have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, Meta Platforms presently has a consensus rating of "Moderate Buy" and a consensus price target of $848.50. Read Our Latest Analysis on Meta Platforms Meta Platforms Trading Down 3.3% The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. The firm's fifty day moving average is $655.04 and its two-hundred day moving average is $695.91. The firm has a market cap of $1...

Apple Inc. (NASDAQ:AAPL - Get Free Report)'s stock price was up 2.6% on Wednesday . The company traded as high as $278.95 and last traded at $276.49. Approximately 89,932,348 shares traded hands during mid-day trading, an increase of 63% from the average daily volume of 55,136,262 shares. The stock had previously closed at $269.48. Get Apple alerts: Sign Up Key Apple News Here are the key news stories impacting Apple this week: Analyst Upgrades and Downgrades A number of equities research analysts have commented on AAPL shares. Loop Capital reissued a "buy" rating and set a $325.00 price objective (up previously from $315.00) on shares of Apple in a report on Tuesday, December 2nd. Argus set a $325.00 price target on shares of Apple and gave the company a "buy" rating in a research note on Friday, October 31st. Bank of America boosted their price objective on shares of Apple from $270.00 to $320.00 and gave the stock a "buy" rating in a research report on Wednesday, October 29th. Royal Bank Of Canada set a $325.00 price objective on Apple in a report on Monday. Finally, Citigroup reissued a "buy" rating and issued a $315.00 target price (down from $330.00) on shares of Apple in a research note on Tuesday, January 20th. One analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, Apple presently has a consensus rating of "Moderate Buy" and an average target price of $291.70. View Our Latest Report on Apple Apple Stock Up 2.6% The business has a fifty day moving average of $268.11 and a 200 day moving average of $252.84. The company has a quick ratio of 0.94, a current ratio of 0.97 and a debt-to-equity ratio of 0.87. The firm has a market cap of $4.06 trillion, a P/E ratio of 34.95, a P/E/G ratio of 2.41 and a beta of 1.09. Apple (NASDAQ:AAPL - Get Free Report) last posted its earnings results on Thursday, ...

中国物流与采购联合会今天（5日）公布1月份中国大宗商品价格指数。从指数运行情况看，企业预期保持乐观，生产活动延续扩张态势，大宗商品价格指数连续九个月环比上涨，创下三年半以来新高。2026年1月份中国大宗商品价格指数为125.3点，环比上涨6.3%。在中国物流与采购联合会重点监测的50种大宗商品中，1月份价格环比上涨的大宗商品有33种。其中，碳酸锂、精炼锡和精炼镍涨幅居前，较上月环比分别上涨48.4%、20.2%和19.5%。（财联社）

"Oh my, it really did get more expensive by a few dollars! Luckily, I can survive a few more weeks with two packs of gim, but if I see the same or higher price later, I probably won't restock," she said.

Ross Gerber, co-founder of investment firm Gerber Kawasaki, has questioned Elon Musk's strategy of having his companies merge amid the SpaceX–xAI merger. What Would Happen When The Money Runs Out? In a post on the social media platform X on Monday, the investor questioned what would happen when all of the Musk-led companies face cash flow issues. "X was out of money. Merged with xAI," Gerber said. He then outlined that xAI, too, was "out of money," which possibly led to the SpaceX merger. "SpaceX out of money. Merge with …. tesla," the investor said. "When they are all out of money…." he concluded, questioning the logic behind the mergers. X was out of money. Merged with xAI. xAI out of money merge with spaceX. SpaceX out of money. Merge with …. tesla. When they are all out of money…. $tsla Don't Miss: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Just $0.85 a Share Deloitte's #1 Fastest-Growing Software Company Lets Users Earn Money Just by Scrolling — Accredited Investors Can Still Get In at $0.50/Share. It's worth noting that xAI reported a loss of $1.46 billion during Q3, spending close to $7.8 billion during the first nine months of 2025. As far as revenue is concerned, the startup generated $107 million in revenue during Q3. SpaceX-xAI Merger Details The deal, which values the commercial spaceflight company at close to $1 trillion and xAI at roughly $250 billion, would also be expected to price the combined company's shares at around $527, according to people familiar with the matter. The deal between SpaceX and xAI could help boost Musk's space-based datacenter ambitions, something which the billionaire has talked about on multiple occasions, touting it as a cost-effective solution to the ground-based datacenters on Earth. See Also: Blue-chip art has historically outpaced the S&P 500 since 1995, and fractional investing is now opening this institutional asset class to everyday investors. SpaceX To Merge With Tesla? The news comes as the...

AMD beat Q4 expectations but fell sharply after projecting $9.8 billion in Q1 revenue, shifting investor focus from earnings strength to how quickly data center AI revenue can scale against Nvidia. Expand NASDAQ : AMD Advanced Micro Devices Today's Change ( -17.31 %) $ -41.90 Current Price $ 200.21 Key Data Points Market Cap $394B Day's Range $ 199.17 - $ 218.54 52wk Range $ 76.48 - $ 267.08 Volume 4.3M Avg Vol 40M Gross Margin 44.33 % Advanced Micro Devices (AMD 17.31%), which designs and produces CPUs and GPUs for PCs, servers, and gaming consoles, closed at $200.19, down 17.31%. The stock dropped after a strong fiscal Q4 2025 beat was overshadowed by softer-than-hoped fiscal Q1 2026 sales guidance and profitability concerns, and investors are watching how quickly AMD’s AI data center growth can scale against Nvidia. The company’s trading volume reached 104.9 million shares, which is 157% above compared with its three-month average of 40.8 million shares. Advanced Micro Devices went public in 1980 and has grown 6255% since its IPO. How the markets moved today The S&P 500 (SNPINDEX: ^GSPC) slipped 0.51% to 6,882, while the Nasdaq Composite (NASDAQINDEX: ^IXIC) fell 1.51% to 22,905 as tech shares broadly weakened. Among semiconductor peers, Intel (INTC 1.24%) closed at $48.6 (-1.32%) and Nvidia (NVDA 3.18%) finished at $174.19 (-3.41%), declining less than AMD’s larger drop. What this means for investors Advanced Micro Devices shares fell sharply after a solid fiscal fourth-quarter beat was overshadowed by softer-than-expected guidance for the start of fiscal 2026. Management projected first-quarter revenue of about $9.8 billion, which fell short of expectations, driven by AI momentum, and led investors to adjust near-term growth forecasts. CEO Lisa Su stated that China-related AI chip revenue will remain limited in the near term and noted that operating expenses are increasing as the company invests in next-generation accelerators. Large customer commitments and ke...

谷歌母公司Alphabet在最新财报中展现出全力押注AI的决心，2026年资本支出指引达到惊人水平，远超市场预期。 2025年第四季度，Alphabet从营收到EPS利润端的业绩全面优于预期，但公司披露，今年资本支出将达1750亿至1850亿美元，几乎是2025年全年的两倍，令华尔街震惊。 财报发布后，Alphabet股价盘后先跳水，盘后曾跌7.5%，市值瞬间蒸发约3500亿美元，后反弹转涨，盘后一度转涨超4%，市值在数分钟内剧烈波动约8000亿美元，此后又转跌。股价巨震体现出投资者对公司AI战略的矛盾情绪。 随着谷歌Gemini 3.0与TPU芯片的协同效应逐步显现，市场可能低估了今年搜索和云业务的增长潜力。谷歌正加速重塑自身业务，力图在面对OpenAI等对手时保持用户使用搜索页面的习惯，这些努力正在取得成效。但要证明高昂的支出合理，Alphabet仍需在云计算和搜索广告业务上展现动能。公司还面临OpenAI等对手快速迭代及切入广告市场的风险。 财报显示，Alphabet第四季度营收同比增长18%至1138亿美元，继三季度首次营收破千亿后再创单季历史新高，较分析师预期的1114亿美元高逾2%。每股收益（EPS）为2.82美元，保持30%以上的同比增速，较分析师预期的2.65美元高逾6%。 谷歌云业务成为Alphabet四季度业绩最大的亮点，当季业务收入同比暴增48%至177亿美元，较分析师预期的162亿美元高逾9%。这一增长主要由企业AI基础设施、企业AI解决方案以及核心谷歌云平台产品需求激增驱动。Alphabet披露，到2025年末，谷歌云的年化营收已超过700亿美元。 Alphabet CEO Sundar Pichai表示，公司的“AI投资和基础设施正在推动各业务线的收入和增长”，2026年的高额资本支出将帮助公司“满足客户需求并把握未来增长机会”。Pichai还强调，AI大模型Gemini 3的发布是一个重要里程碑，四季度，Gemini应用App的月度活跃用户已超过7.5亿，高于三季度的6.5亿。 营收再加速 计入Waymo一次性薪酬后利润率仍维持高位 Alphabet第四季度营收同比增长18%至1138亿美元，较三季度增速16%略有加快，且固定汇率口径仍有17%的增长，说明增长并非主要来自汇率“顺风”。剔除流量获取成本(TAC)后，当季营收增长19%至9...

Leading chipmaking engineer Xu Zhenpeng said the United States no longer offered the freedom that researchers once expected – a key reason for his decision to continue his work in China. Xu, who joined Shanghai Jiao Tong University (SJTU) as a tenure-track assistant professor in January, left behind a team leadership role at Atomic Semi, a California start-up with high-profile backers that included OpenAI’s venture fund. Before his departure, Xu led a team that was developing a new kind of chipmaking machine using 3D-printed parts that would be smaller, faster and cheaper than today’s large, costly production equipment. Advertisement “In my previous role in the semiconductor sector in the US, increasingly strict policies and corporate compliance requirements limited my international mobility, which became a constraint on sustained research development,” he told the South China Morning Post in an email last week. Xu said his decision to return to China was motivated by long-term academic goals and a desire for a more independent research environment. “Meanwhile, China’s advanced manufacturing research ecosystem is evolving rapidly,” he added. 08:30 Why are more Chinese scientists leaving the US to return to China? Why are more Chinese scientists leaving the US to return to China? While Xu did not specify which corporate compliance rules he was referring to, such policies are typically designed to ensure companies follow government restrictions.

Major earnings expected before the bell on Thursday include: Bristol-Myers Squibb Company ( BMY ) Shell plc ( SHEL ) Barrick Mining Corporation ( B ) ConocoPhillips ( COP ) Carrier Global Corporation ( CARR ) Other earnings slated for release before Thursday's open include: AB , ABG , AGCO , AMKBY , ARES , ASX , BBVA , BCE , BDRBF , BLSH , BNPQY , BTU , BYRN , CAH , CI , CMI , CMS , CX , EL , ENR , FUJIY , GFF , GOOS , GPRE , HAE , HII , HP , HSY , ICE , IDCC , IQV , IRS , ITT , KB , KKR , LADR , LIN , LPG , LQDT , LSPD , MBUU , MCFT , MDU , MMS , MSBHF , MSGS , MT , MTSI , NSIT , NTCT , OESX , OMCL , OMF , OWL , PATK , PTON , RBC , RL , ROAD , ROK , SIRI , SKM , SLQT , SNA , SONY , SPB , SPH , TPR , TRI , TW , VWDRY , WEC , WMS , XEL , XPO For Seeking Alpha's full earnings season calendar, click here .

Image source: The Motley Fool. Feb. 4, 2026, 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Greg Anderson President and Chief Financial Officer — Robert Neal Chief Commercial Officer — Drew Wells Managing Director, Investor Relations — Sherry Wilson Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total airline revenue -- $656 million for the quarter, a 7.6% increase and a fourth-quarter record; full-year revenue topped $2.5 billion, up 4.3%, also a record high. -- $656 million for the quarter, a 7.6% increase and a fourth-quarter record; full-year revenue topped $2.5 billion, up 4.3%, also a record high. Adjusted operating margin -- 12.9% in the period, among the industry’s leaders, supported by a 10.5% capacity growth and a 2.6% decline in TRASM. -- 12.9% in the period, among the industry’s leaders, supported by a 10.5% capacity growth and a 2.6% decline in TRASM. Net income -- $50.1 million in the quarter (airline segment), delivering $2.72 per share, surpassing prior company midpoint guidance of $2.00. -- $50.1 million in the quarter (airline segment), delivering $2.72 per share, surpassing prior company midpoint guidance of $2.00. Full-year consolidated net income -- $70.3 million, or $3.80 per share; full-year airline-only net income reached $93.8 million, or $5.07 per share. -- $70.3 million, or $3.80 per share; full-year airline-only net income reached $93.8 million, or $5.07 per share. EBITDA margin -- Nearly 22% for the quarter, with EBITDA over $143 million, highlighting earnings strength in a favorable leisure demand climate. -- Nearly 22% for the quarter, with EBITDA over $143 million, highlighting earnings strength in a favorable leisure demand climate. Adjusted nonfuel unit costs -- 8.01¢, a 3.4% year-over-year improvement on 10.2% higher capacity in the quarter; full-year nonfuel unit costs down 6.1% despite trimmed planned capacity by 4.5 points. -- 8.01¢, a 3.4% year-over-year improvement on 10.2% higher capacity...

Image source: The Motley Fool. Wednesday, February 4, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — James Anderson Chief Financial Officer — Sherri Luther Vice President, Investor Relations — Paul Silverstein Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $1.69 billion, up 7% sequentially and 17% year over year; on a pro forma basis, up 9% sequentially and 22% year over year after excluding the divested aerospace and defense business. -- $1.69 billion, up 7% sequentially and 17% year over year; on a pro forma basis, up 9% sequentially and 22% year over year after excluding the divested aerospace and defense business. Non-GAAP Gross Margin -- 39%, increasing by 24 basis points sequentially and by 77 basis points year over year. -- 39%, increasing by 24 basis points sequentially and by 77 basis points year over year. Non-GAAP Operating Margin -- 19.9%, up from 19.5% in the prior quarter and 18.5% in the year-ago quarter. -- 19.9%, up from 19.5% in the prior quarter and 18.5% in the year-ago quarter. Non-GAAP Operating Expenses -- $321 million, or 19% of revenue; down from 19.2% in the prior quarter and 19.7% in the year-ago quarter. -- $321 million, or 19% of revenue; down from 19.2% in the prior quarter and 19.7% in the year-ago quarter. SG&A as a Percentage of Revenue -- 9.6% in Q2, down from 9.8% in the prior quarter and 10.2% in the year-ago quarter. -- 9.6% in Q2, down from 9.8% in the prior quarter and 10.2% in the year-ago quarter. Non-GAAP Earnings Per Share (EPS) -- $1.29, up from $1.16 in the prior quarter and $0.95 in the year-ago quarter. -- $1.29, up from $1.16 in the prior quarter and $0.95 in the year-ago quarter. Debt Leverage Ratio -- 1.7 times, improved from 2.3 times in the year-ago quarter. -- 1.7 times, improved from 2.3 times in the year-ago quarter. Record Data Center and Communications Segment Growth -- Over 70% of revenue; segment revenue rose 11% sequentially and 34% year over year; da...

For the quarter ended December 2025, Alphabet (GOOGL) reported revenue of $97.23 billion, up 19.1% over the same period last year. EPS came in at $2.82, compared to $2.15 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $94.79 billion, representing a surprise of +2.58%. The company delivered an EPS surprise of +9.73%, with the consensus EPS estimate being $2.57. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Alphabet performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

受职业特性影响，流动儿童家长暴露在健康更易受损和社会保障不足的双重风险中 图：《流动儿童及其家庭需求研究报告（2025）》 【财新网】 医疗服务是流动人口在城市生存必不可缺的基础公共服务之一，其可及性、经济性对流动人口家庭及随迁子女的生存质量和长期发展有着重要影响。 北京市协作者社会工作发展中心（下称“协作者”）近日发布的研究报告显示，流动儿童家长的社会保障覆盖有待提升。尽管政策推动异地就医直接结算，但报销比例较低等问题依然存在。近一半受访流动儿童家长表示，在医疗费用支出上医保报销支持有限。 协作者是一家成立于2003年、长期聚焦流动人口服务领域的社会工作机构。2025年，在北京市民政局、中国社会工作联合会及腾讯公益慈善基金会的支持下，该机构开展了一项系统调研。调研聚焦于京津冀、长三角、珠三角和山东半岛这四个流动儿童家庭集中的地区，在每个地区选取了一个代表性城市，共完成了对776个流动儿童家庭和787名儿童的问卷调查，并对54个困境家庭进行了深度访谈，系统评估了该群体在生计、健康、教育及社会支持维度的核心生存状况与动态需求。首期监测报告《看见流动的童年——流动儿童及其家庭需求研究报告（2025）》（以下简称“报告”）于近日在北京发布。（详见财新报道《 报告：四成流动儿童初高中升学时被迫返乡 》）

宏观新闻 1、2月4日晚，国家主席习近平同美国总统特朗普通电话。习近平指出，今年中美两国各自都有不少重要议程，中国“十五五”开局起步，美国将迎来建国250周年，两国将分别主办亚太经合组织领导人非正式会议、二十国集团领导人峰会。双方要按照我们达成的共识，加强对话沟通，妥善管控分歧，拓展务实合作，不以善小而不为，不以恶小而为之，一件事一件事去做，不断积累互信，走出一条正确相处之道，让2026年成为中美两个大国迈向相互尊重、和平共处、合作共赢的一年。习近平强调，台湾问题是中美关系中最重要的问题。台湾是中国的领土，中方必须捍卫国家主权和领土完整，永远不可能让台湾分裂出去。美方务必慎重处理对台军售问题。特朗普表示，美国和中国都是伟大的国家，美中关系是世界上最重要的双边关系。我乐见中国成功，美方愿与中方加强合作，推动两国关系取得新发展。我重视中方在台湾问题上的关切，愿同中方保持沟通，在我任内保持美中关系良好稳定。 2、2月4日下午，国家主席习近平在北京人民大会堂同俄罗斯总统普京举行视频会晤。习近平表示，开年以来，国际形势愈发动荡。作为负责任大国和联合国安理会常任理事国，中俄两国有义务推动国际社会坚守公平正义，坚定捍卫二战胜利成果，坚决维护以联合国为核心的国际体系和国际法基本准则，携手维护全球战略稳定。 3、外交部发言人林剑主持例行记者会。记者提问称，欧盟宣布对中国风电巨头金风科技股份有限公司展开调查。林剑指出，欧盟频繁动用单边经贸工具，对中国企业采取歧视性、限制性的措施，发出的是保护主义信号，损害的是欧盟形象，影响的是中国企业赴欧投资的信心。中方坚定维护中国企业的正当合法权益。 4、中国人民银行召开2026年信贷市场工作会议。会议要求，做好2026年信贷市场工作，不断加强对重大战略、重点领域和薄弱环节的优质金融服务。建设多层次金融服务体系，着力支持扩大内需、科技创新、中小微企业等重点领域。 5、近日，欧委会宣布，根据《外国补贴条例》（FSR），对中国风电企业启动深入调查。商务部新闻发言人对此表示，中方敦促欧方立即纠正错误做法，慎用FSR单边调查工具，为中欧合作创造公平、公正、可预期的市场环境。中方将密切关注后续进展，并采取必要措施坚决维护中国企业正当权益。 6、伊朗外交部长阿拉格齐就伊朗在阿曼与美国会谈的官方立场作出澄清，称谈判将于6日上午10点左右在阿曼首都马斯喀特举行。当天...

美國與伊朗之間的緊張關係持續升級，國際輿論普遍認為雙方已處於戰爭邊緣。局勢變化引起各地傳媒關注，不同評論均指出，美國正通過大規模軍事部署與極限施壓，試圖迫使伊朗屈服，但任何軍事攻擊都可能引發災難性的地區衝突與全球連鎖反應。 美軍大規模集結 特朗普設「最後期限」極限施壓 半島電視台評論文章指出，美國在中東的軍事力量已達到前所未有的規模，包括派遣林肯號航母打擊群、增派戰機及愛國者、薩德等防空系統。美國總統特朗普威脅，若伊朗不同意達成協議，「下一次攻擊將比去年6月對伊朗核設施的打擊更嚴重」。 新華社編輯記者旗下公眾號「牛彈琴」發文，進一步披露了美軍的具體部署：林肯號航母戰鬥群已抵達阿拉伯海北部，伴隨三艘導彈驅逐艦及F-35C等戰機中隊；此外，美軍在該區域還部署了三艘獨立驅逐艦、三艘近岸作戰艦、多種防空系統、偵察機及潛艇。評論指出，大量F-35戰機及空中加油機正橫渡大西洋前往支援，E-11A通信中繼飛機也已抵達卡塔爾，這被視為協調複雜行動的「最後關鍵資產」。 雙方核心訴求對立 談判前景黯淡 美國提出的「理想協議」要求伊朗徹底放棄核濃縮計劃、彈道導彈能力並收縮地區影響力。然而伊朗將民用核能力及導彈力量視為不可觸碰的 「紅線」 。半島電視台分析認為，這些「最高要求」加上德黑蘭對美國的深度不信任，使達成協議的可能性極低。伊朗將美方的要求解讀為潛在的 「政權更迭」威脅，這消除了伊朗在遭受攻擊時保持克制的任何動機。 攻擊可能引發的後果：政權鞏固、內亂或地區戰爭 半島電視台分析，任何美國軍事行動的後果將取決於其類型、規模與目標。有限的「外科手術式」打擊可能針對伊朗領導層、伊斯蘭革命衛隊基地及被指鎮壓抗議者的安全設施。 攻擊可能產生兩種相反的國內效應：一是促使伊朗民眾 「團結在旗幟下」 ，因恐懼出現類似敘利亞、利比亞的國家崩潰，且國內缺乏可信的溫和反對派，從而鞏固現政權。二是可能引發繼任危機、決策真空及政權內部鬥爭，鑑於革命衛隊掌握著硬實力，最終可能導致一個軍人主導的國家上台。 更危險的是，美國和以色列可能嘗試煽動伊朗內戰，透過武裝反對派團體（如伊朗人民聖戰者組織、庫爾德分離武裝等）來從地緣上削弱伊朗。 伊朗警告「地區戰爭」 全球經濟將受衝擊 伊朗最高領袖哈梅內伊已警告，任何對伊軍事攻擊都將導致 「地區戰爭」 。半島電視台分析，伊朗明確表示將通過包括地區盟友在內的方式進行報復，可能將以色...

Thai Summit Group , the Southeast Asian country’s largest auto-parts manufacturer, is weighing a sale of its business amid mounting pressure from the global shift to electric vehicles, political uncertainty and family succession gaps, according to people familiar with the matter. Multiple global investment banks have recently renewed pitches to the Juangroongruangkit family that owns the company, for a disposal that could fetch between $1.5 billion to $2 billion, the people said, asking to not be identified because the information is private. The firm has yet to appoint a financial adviser, and early-stage talks might not lead to a mandate. While legacy auto suppliers in general are facing headwinds from technological disruption, generational handover issues have become increasingly common among Asia’s family-owned businesses. Banks have also floated CVC Capital Partners, Warburg Pincus and Blackstone Inc., among others, to Thai Summit as potential suitors, without making formal approaches, the people said. Thai Summit didn’t responded to multiple emails seeking comment. Members of the founding family, which built the company into a bedrock of Thailand’s auto industry over several decades, have struggled to identify a successor to run the business after founder Pattana Juangroongruangkit passed away in 2002. Banks see the potential mandate as attractive given the rarity of Southeast Asian companies of this size that could come to market, the people said. A Wall Street bank estimated the sale in 2024 at a valuation of up to $2.8 billion, but talks failed to move beyond the pitch stage due to misaligned family interests, one of the people said. EV competition is now weighing on margins and expected to drag valuations lower. The firm generates more than $250 million in earnings before interest, taxes, depreciation and amortization on annual revenue exceeding $2.6 billion, and employs more than 20,000 people nationwide, the person said. The company also runs factories i...

Chinese stocks are encountering a fresh hurdle as Beijing ramps up efforts to collect corporate taxes, a move that threatens to pressure earnings in a fragile economy. At least 19 listed firms have paid overdue taxes worth 1.3 billion yuan ($187 million) so far this year, according to Bloomberg calculations based on exchange filings. The number of companies affected is almost one fourth of that for the whole of 2025. The pace of tax collection has picked up notably since August, led by materials and industrial companies, the data show. The development poses a new risk to Chinese shares, which have lost steam in recent weeks due to renewed economic weakness and regulatory steps to rein in speculative trading. Worries about a heavier burden on businesses triggered a selloff earlier this week in Hong Kong-listed technology stocks, amid speculation that Internet firms may become the next target after a recent tax hike on telecommunication firms. “I think in the short term the government is unlikely to find a way to reduce the intensity of tax collection,” said Shen Meng , director at Beijing-based investment bank Chanson & Co. “Since tax costs on these companies are not very flexible, this will weigh on future business performance, impacting indicators such as ROE and net profit.” The increased pressure on tax payment came as China’s government racked up a record budget deficit last year due to heavier spending on social welfare. Authorities are also intensifying efforts to levy its citizens’ undisclosed overseas assets. Most of the 19 companies pointed to regulatory requirements for self-inspection, which led to discovery of overdue taxes or miscalculations. Among them, both Shijihengtong Technology Co. and Anhui Truchum Advanced Materials & Technology Co. have seen seen their shares slump at least 12% since disclosing their overdue tax payments last month. The tax burden forms an additional headwind for the world’s second-largest equities market, which has struggled t...

Stock investors are positioning for a decisive election victory by Prime Minister Sanae Takaichi this Sunday, betting that a strong mandate will allow her to consolidate power and push through expansive fiscal policies. Japanese stocks have already outperformed many of their developed-market peers, propelled by a revival of the ‘ Takaichi trade ,’ after word of surprise elections surfaced in early January. Investors are now snapping up shares expected to benefit as they gauge how far Takaichi can test her spending agenda. “The Takaichi pet areas — AI, shipbuilding — should do well if she comes through with a strong majority,” said Chris Scicluna , head of economic research at Daiwa Capital Markets Europe. Defense-related shares should also benefit, he said. A basket of Japanese defense stocks compiled by Goldman Sachs has risen 7.4% since Jan. 9, when the election was first reported, outpacing 4% gains in the Topix. The gains have come as recent polls suggest Takaichi’s Liberal Democratic Party is on course to win a majority, opening the way for her to push through more aggressive stimulus and fiscal policies. The buying spree has been so fevered that a strong victory for Takaichi may embolden her fiscal zeal past tolerable limits for the market, some analysts said. “One wrong move from Takaichi and this trade could easily turn into a triple dip” for Japanese stocks, bonds and currency, said Kazuhiro Sasaki , head of research at Phillip Securities Japan, referring to the current trend of buying equities while selling Japanese bonds and currency in anticipation of Takaichi’s policies. Sasaki added that he expects the LDP to secure a majority. Read more: A Trader’s Guide to the Impact of Japan’s Election on Markets Some warned the market is vulnerable to a setback if the election outcome falls short of expectations. A weak showing by the LDP would boost uncertainty and is likely to hit Japanese bonds, given almost all opposition parties have called for larger tax redu...

A looming MSCI Inc. downgrade has plunged Indonesia’s stock market into a once-in-a-generation rout. For investors and policy makers alike, it has also sharpened focus on a potential way out — one that mirrors India’s transformation from structurally constrained market into one of the world’s strongest emerging-market performers. Indonesia is now picking up the pieces after being warned it risks being cut to frontier-market status, a move that would push the country off the radar for many global investors. The core issues — chronically low free float and thin liquidity — have long weighed on the market’s appeal. Addressing them could set the stage for a sweeping re-rating, according to investors who point to India as a clear precedent. “Just follow exactly what India did,” said John Foo , founder of Southeast Asia-focused Valverde Investment Partners Pte. “That market boomed.” India — now favored by emerging-market investors for its booming stocks, record public offerings and swelling ranks of retail traders — faced a similar challenge in 2010, when authorities moved to address unease over dominant controlling shareholders, limited stock availability and a market overly reliant on hot money. The centerpiece of that effort was a mandate requiring listed companies to maintain a minimum public shareholding of 25%. Firms below the threshold were compelled to raise free float by at least five percentage a year, while newly listed companies were given three year time to comply. The rules were reinforced by measures to improve transparency and widen access for foreign investors. Those steps laid the foundation for a historic revaluation. India went on to attract $1.25 trillion of foreign inflows since 2010, build one of the world’s largest retail investor bases and cement its status as a core emerging-market allocation — an outcome that offers a potential blueprint for Indonesia as it confronts its own market credibility test. “Over the medium to long term, stronger float ...

Image source: The Motley Fool. Feb. 4, 2026 at 4:45 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Cristiano Amon Chief Financial Officer — Akash Palkhiwala Senior Vice President, Investor Relations — Mauricio Lopez-Hodoyan President, Technology Licensing — Alex Rogers TAKEAWAYS Total Revenue -- $12.3 billion, a quarterly record, directly attributed to high flagship handset demand. -- $12.3 billion, a quarterly record, directly attributed to high flagship handset demand. Non-GAAP EPS -- $3.50, which reached the upper end of the range provided in previous guidance. -- $3.50, which reached the upper end of the range provided in previous guidance. QCT Revenue -- $10.6 billion, with notable strength attributed to flagship handset launches and records in automotive and IoT. -- $10.6 billion, with notable strength attributed to flagship handset launches and records in automotive and IoT. QCT Handset Revenue -- $7.8 billion, supported by recently launched flagship smartphones and above-expected premium segment sell-through. -- $7.8 billion, supported by recently launched flagship smartphones and above-expected premium segment sell-through. QCT IoT Revenue -- $1.7 billion, up 9% year over year, driven by consumer and networking product demand. -- $1.7 billion, up 9% year over year, driven by consumer and networking product demand. QCT Automotive Revenue -- $1.1 billion, representing 15% year-over-year growth on stronger Snapdragon digital chassis demand. -- $1.1 billion, representing 15% year-over-year growth on stronger Snapdragon digital chassis demand. Company-Wide Shareholder Returns -- $3.6 billion returned, composed of $2.6 billion in stock repurchases and $949 million in dividends. -- $3.6 billion returned, composed of $2.6 billion in stock repurchases and $949 million in dividends. QCT EBT Margin -- 31% for the period, surpassing the long-term target of 30%. -- 31% for the period, surpassing the long-term target of 30%. QTL Revenue -- $1.6 billion...

Since ChatGPT arrived on the scene some three years ago, analysts have been warning that entire industries, including software programming, legal services and film production, are at risk of being disrupted by artificial intelligence. But it took a wave of disappointing earnings reports, some improvements in AI models, and the release of a seemingly innocuous add-on from AI startup Anthropic to suddenly wake up investors en masse to the threat. The result has been the biggest stock selloff driven by the fear of AI displacement that markets have seen. And no stocks are hurting more than those of software-as-a-service (SaaS) companies. The Nasdaq 100 notched its worst two-day loss since October, erasing more than $550 billion in market value.That includes the hundreds of billions of dollars in market valuation that have been wiped from software and data stocks in what traders are calling a “SaaSpocalypse” that began Feb. 3 and continued into Feb. 4. Few in the software and data spaces have been spared; among the stocks hit were those of the London Stock Exchange Group Plc , Thomson Reuters Corp. and Oracle Corp . What are software-as-a-service companies and why are their shares getting pummeled? Software-as-a-service companies charge customers for applications that they access through the internet, usually through a web browser. SaaS vendors typically charge recurring fees for that access as opposed to employing the traditional approach of selling licenses. In return, their customers get the benefits of regular maintenance, upgrades, new features and patches. The SaaS model has been embraced by software developers including Microsoft Corp. , Salesforce Inc. and Adobe Inc. and generated well over $400 billion in cloud spending in 2023 alone. But recently, warnings increased that AI tools posed a threat to the SaaS business model, weighing on the companies’ stock performance. In late January, the pressure from AI accelerated after Anthropic introduced a series of plug-i...

Image source: The Motley Fool. Wednesday, February 4, 2026 at 5:00 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Latvir Lambda Chief Financial and Administrative Officer — Harpreet Rana Managing Director, ICR — Garrett Edson Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Income -- $12.9 million for the quarter, representing a 33% increase year over year and $1.30 in diluted earnings per share. -- $12.9 million for the quarter, representing a 33% increase year over year and $1.30 in diluted earnings per share. Full-Year Net Income -- $44.4 million, up 8%, landing toward the higher end of management's stated guidance. -- $44.4 million, up 8%, landing toward the higher end of management's stated guidance. Net Receivables Growth -- Ending net receivables rose by $248 million, or 13%, reaching the previously guided minimum of 10% annual growth. -- Ending net receivables rose by $248 million, or 13%, reaching the previously guided minimum of 10% annual growth. Loan Portfolio Size -- Total loan portfolio reached $2.1 billion at year-end. -- Total loan portfolio reached $2.1 billion at year-end. Originations -- Fourth-quarter originations totaled $537 million, a 13% increase year over year and a new record level. -- Fourth-quarter originations totaled $537 million, a 13% increase year over year and a new record level. Full-Year Originations -- Originations reached $2 billion, marking a 19% increase. -- Originations reached $2 billion, marking a 19% increase. Credit Performance -- The 30-plus day delinquency rate improved by 20 basis points to 7.5%, reflecting actions taken to tighten credit and improved analytics. -- The 30-plus day delinquency rate improved by 20 basis points to 7.5%, reflecting actions taken to tighten credit and improved analytics. Net Credit Loss Rate -- Adjusted annualized net credit loss rate improved 30 basis points for the quarter and 70 basis points for the year, after adjustments for previous dis...

《自然》4日报道了一个开源语言模型“OpenScholar”，其在准确进行文献综述方面可超越商用大语言模型。比如，在该研究开展的实验中，GPT4o会在78%至90%的情况下出现引文幻觉，而“OpenScholar”的引文准确率却与人类专家相近。虽然仍需进一步优化，但该工具有望帮助科学家处理复杂且日益繁重的科学文献综述任务。（财联社）