A real estate agency displays secondhand housing listings in Shanghai on Feb. 3. Photo: VCG The Chinese mainland’s resale housing market has shown early signs of stabilizing as sales volumes rebounded and price declines eased. But falling rents, demographic and other headwinds continue to weigh on a durable recovery. Data from Sinolink Securities Co. Ltd. showed that in 22 major Chinese mainland c...
A real estate agency displays secondhand housing listings in Shanghai on Feb. 3. Photo: VCG The Chinese mainland’s resale housing market has shown early signs of stabilizing as sales volumes rebounded and price declines eased. But falling rents, demographic and other headwinds continue to weigh on a durable recovery. Data from Sinolink Securities Co. Ltd. showed that in 22 major Chinese mainland cities, the year-on-year decline in existing home sales by floor area narrowed by nearly 14 percentage points between Jan. 1 and 25 compared with the previous month. Weekly figures underscore this momentum, with transaction volumes from Jan. 19 to 25 reaching 2.79 million square meters, the highest level since June 2025 and a 17.7% increase from a year earlier.
At this stage in the Q4 reporting cycle, Nvidia is the only Mag 7 member that has yet to report December-quarter results. Nvidia is scheduled to report Q4 results on February 25 th , with EPS and revenues for the period expected to be up +70.8% and +66.7% from the same period last year, respectively. While Amazon remains the cloud leader, the Alphabet report showed accelerating momentum at the sea...
At this stage in the Q4 reporting cycle, Nvidia is the only Mag 7 member that has yet to report December-quarter results. Nvidia is scheduled to report Q4 results on February 25 th , with EPS and revenues for the period expected to be up +70.8% and +66.7% from the same period last year, respectively. While Amazon remains the cloud leader, the Alphabet report showed accelerating momentum at the search giant’s Google Cloud business. Revenues for Google Cloud increased +48% from the same period last year in 2025 Q4, which compares to growth rates of +35%, +32%, and +28% in Q3, Q2, and Q1, respectively. The strong cloud gains at Amazon and Alphabet put the spotlight on Microsoft’s lack of momentum in this key business area. Amazon is doing great in its core businesses, with its cloud unit enjoying accelerating growth and coming out with the best growth in three years. Revenues in Amazon Web Services (AWS) increased +24% in 2025 Q4, which compares to year-over-year growth rates of +20% in Q3, +19% in Q2, and +17% in Q1. Backlog for the business increased +40% from the same period last year to $244 billion, with management describing a robust demand environment. Before we learnt of these lofty spending plans, many in the market expected 2026 to be the capex peak for Amazon (Alphabet and others). But management’s commentary about the mission-critical nature of these outlays likely means that it may be premature to declare peak capex. Amazon shares are now down -8.8% over the past year, lagging the broader market’s +15.8% gain and Alphabet’s impressive +74.1% rise. The market’s reaction to Amazon is broadly in the same category as Alphabet's after its quarterly release, with the severity of Amazon’s ‘punishment’ reflecting investors’ shock at learning of management’s AI plans. Amazon plans to spend $200 billion in capital expenditures in 2026, up from $132 billion in 2025 and $83 billion in 2024. Amazon’s operating cash flows modestly exceeded its $132 billion capex outlays...
格隆汇2月9日｜以色列监管机构拟对以色列航空（El Al Israel Airlines）处以3900万美元（1.21亿新谢克尔）罚款，原因是该公司在大多数外国航空公司停飞以色列航线时不合理提高机票价格。消息公布后，以色列航空股价周一早盘下跌1.2%。该公司在向特拉维夫证券交易所提交的文件中否认行为不当，并表示将通过法律程序对罚款提出异议。
格隆汇2月9日｜以色列监管机构拟对以色列航空（El Al Israel Airlines）处以3900万美元（1.21亿新谢克尔）罚款，原因是该公司在大多数外国航空公司停飞以色列航线时不合理提高机票价格。消息公布后，以色列航空股价周一早盘下跌1.2%。该公司在向特拉维夫证券交易所提交的文件中否认行为不当，并表示将通过法律程序对罚款提出异议。
UiPath has a huge opportunity in front of it, and it's trading at a low valuation. Palantir Technologies (PLTR +4.53%) has become one of the most important companies in the artificial intelligence (AI) software space. Its Artificial Intelligence Platform (AIP) has become the leading operating system of its type for organizations that are aiming to take AI from a nice feature to have to one that he...
UiPath has a huge opportunity in front of it, and it's trading at a low valuation. Palantir Technologies (PLTR +4.53%) has become one of the most important companies in the artificial intelligence (AI) software space. Its Artificial Intelligence Platform (AIP) has become the leading operating system of its type for organizations that are aiming to take AI from a nice feature to have to one that helps them solve their most pressing problems. This has led to rapid revenue growth acceleration over the past two years, with the company both adding a plethora of new customers and seeing established customers quickly expand their spending with it. At the same time, its largest customer, the U.S. government, has expanded its use of Palantir's solutions as it embraces AI and works to modernize its infrastructure. As a result, Palantir's revenue surged 70% year over year last quarter, marking the tenth straight quarter its revenue growth has accelerated. Its revenue grew by just 13% in Q2 2023, so AIP has truly been transformational. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( 4.53 %) $ 5.89 Current Price $ 135.90 Key Data Points Market Cap $324B Day's Range $ 132.35 - $ 137.69 52wk Range $ 66.12 - $ 207.52 Volume 129K Avg Vol 46M Gross Margin 82.37 % While I think Palantir can eventually grow to become one of the world's largest AI companies, the stock is currently trading at a pricey forward price-to-sales (P/S) ratio of 45 times, based on analysts' estimates for 2026. As such, I think this smaller AI stock could have more upside. UiPath Expand NYSE : PATH UiPath Today's Change ( 6.71 %) $ 0.81 Current Price $ 12.89 Key Data Points Market Cap $6.9B Day's Range $ 12.09 - $ 12.95 52wk Range $ 9.38 - $ 19.84 Volume 22K Avg Vol 25M Gross Margin 83.16 % Palantir's AIP became the orchestration layer for generative AI. UiPath (PATH +6.71%) is looking to follow a similar path and make its Maestro platform the orchestration layer for AI agents. UiPath previously esta...
Key Points Palantir has been growing rapidly; however, the stock's valuation is currently pretty pricey. UiPath is a cheap stock that has the potential to follow a similar path to the one Palantir has been on over the past couple of years. 10 stocks we like better than Palantir Technologies › Palantir Technologies (NASDAQ: PLTR) has become one of the most important companies in the artificial inte...
Key Points Palantir has been growing rapidly; however, the stock's valuation is currently pretty pricey. UiPath is a cheap stock that has the potential to follow a similar path to the one Palantir has been on over the past couple of years. 10 stocks we like better than Palantir Technologies › Palantir Technologies (NASDAQ: PLTR) has become one of the most important companies in the artificial intelligence (AI) software space. Its Artificial Intelligence Platform (AIP) has become the leading operating system of its type for organizations that are aiming to take AI from a nice feature to have to one that helps them solve their most pressing problems. This has led to rapid revenue growth acceleration over the past two years, with the company both adding a plethora of new customers and seeing established customers quickly expand their spending with it. At the same time, its largest customer, the U.S. government, has expanded its use of Palantir's solutions as it embraces AI and works to modernize its infrastructure. As a result, Palantir's revenue surged 70% year over year last quarter, marking the tenth straight quarter its revenue growth has accelerated. Its revenue grew by just 13% in Q2 2023, so AIP has truly been transformational. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » While I think Palantir can eventually grow to become one of the world's largest AI companies, the stock is currently trading at a pricey forward price-to-sales (P/S) ratio of 45 times, based on analysts' estimates for 2026. As such, I think this smaller AI stock could have more upside. UiPath Palantir's AIP became the orchestration layer for generative AI. UiPath (NYSE: PATH) is looking to follow a similar path and make its Maestro platform the orchestration layer for AI agents. UiPath previously established itself as a le...
Palantir Technologies (NASDAQ: PLTR) has become one of the most important companies in the artificial intelligence (AI) software space. Its Artificial Intelligence Platform (AIP) has become the leading operating system of its type for organizations that are aiming to take AI from a nice feature to have to one that helps them solve their most pressing problems. This has led to rapid revenue growth ...
Palantir Technologies (NASDAQ: PLTR) has become one of the most important companies in the artificial intelligence (AI) software space. Its Artificial Intelligence Platform (AIP) has become the leading operating system of its type for organizations that are aiming to take AI from a nice feature to have to one that helps them solve their most pressing problems. This has led to rapid revenue growth acceleration over the past two years, with the company both adding a plethora of new customers and seeing established customers quickly expand their spending with it. At the same time, its largest customer, the U.S. government, has expanded its use of Palantir's solutions as it embraces AI and works to modernize its infrastructure. As a result, Palantir's revenue surged 70% year over year last quarter, marking the tenth straight quarter its revenue growth has accelerated. Its revenue grew by just 13% in Q2 2023, so AIP has truly been transformational. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » While I think Palantir can eventually grow to become one of the world's largest AI companies, the stock is currently trading at a pricey forward price-to-sales (P/S) ratio of 45 times, based on analysts' estimates for 2026. As such, I think this smaller AI stock could have more upside. UiPath Palantir's AIP became the orchestration layer for generative AI. UiPath (NYSE: PATH) is looking to follow a similar path and make its Maestro platform the orchestration layer for AI agents. UiPath previously established itself as a leader in robotic process automation (RPA), which is the use of software bots to automate simple, rule-based tasks such as data entry and customer onboarding. While the RPA business would seemingly be at risk of being disrupted by AI, bots are much cheaper to use than AI agents, so they will sti...
Palantir Technologies’ fourth quarter results were well received by the market, reflecting significant revenue growth driven by expanding adoption of its AI-powered platforms in the United States. Management attributed performance to rapid customer expansion, particularly in commercial and government sectors, and highlighted that U.S. business now comprises a larger share of total revenue. CEO Ale...
Palantir Technologies’ fourth quarter results were well received by the market, reflecting significant revenue growth driven by expanding adoption of its AI-powered platforms in the United States. Management attributed performance to rapid customer expansion, particularly in commercial and government sectors, and highlighted that U.S. business now comprises a larger share of total revenue. CEO Alexander Karp emphasized that customers are moving beyond experimentation, stating, “Our customers aren’t tentatively trying AI; they’re committing to it at scale with Palantir Technologies as the driving force.” Is now the time to buy PLTR? Find out in our full research report (it’s free for active Edge members). Palantir Technologies (PLTR) Q4 CY2025 Highlights: Revenue: $1.41 billion vs analyst estimates of $1.34 billion (70% year-on-year growth, 4.9% beat) $1.41 billion vs analyst estimates of $1.34 billion (70% year-on-year growth, 4.9% beat) Adjusted EPS: $0.25 vs analyst estimates of $0.23 (8.6% beat) $0.25 vs analyst estimates of $0.23 (8.6% beat) Adjusted Operating Income: $798.5 million vs analyst estimates of $701.1 million (56.8% margin, 13.9% beat) $798.5 million vs analyst estimates of $701.1 million (56.8% margin, 13.9% beat) Revenue Guidance for Q1 CY2026 is $1.53 billion at the midpoint, above analyst estimates of $1.33 billion is $1.53 billion at the midpoint, above analyst estimates of $1.33 billion Operating Margin: 40.9%, up from 1.3% in the same quarter last year 40.9%, up from 1.3% in the same quarter last year Billings: $1.50 billion at quarter end, up 70.1% year on year $1.50 billion at quarter end, up 70.1% year on year Market Capitalization: $323.9 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Our...