本港去年錄得8.9萬宗罪案，按年下跌約百分之5.9，整體罪案中，詐騙案佔近一半。 警務處處長周一鳴，到立法會保安事務委員會，交代本港去年治安情況。 共錄得89,137宗罪案，去年詐騙案有4.3萬多宗，佔整體罪案近一半，按年輕微下跌百分之2.9，亦是自2019年起，連升幾年以來首次回落，涉及損失達81億元。 當中三成是網購騙案，而自啟德體育園啟用後，涉及演唱會門票騙案，按年急升六成，錄得2,805宗。網上投資騙案5,135宗，損失達35.8億元，按年升6成，佔總損失金額四成四。 周一鳴指今年會重點宣傳教育，防範投資騙案。 警務處處長周一鳴說：「我們留意到整體情況改善，案件及損失金額，分別下跌一成及一成七。但同時留意到內地生涉及投資騙案件數字，及損失金額大升3.6或6.5倍。正如剛才說，不只內地生，對廣大市民來說，網上投資騙案總損失是各類騙案中最高。」 至於兇殺案去年錄得194宗，周一鳴解釋，是計及宏福苑的遇難者。 周一鳴表示：「我們會計算宏福苑案件，火災中過身的168名死者為兇殺案，因為案中拘捕16人誤殺處理，所以統計數字上會加上168人。如撇除這168人，就是26人，去年因兇殺案被殺。」 嚴重毒品案方面，去年錄得1,281宗，按年升一成半，其中伊托咪酯案件佔三成。自去年二月，將伊托咪酯列為毒品後，共錄得911宗，拘捕1,134人，包括205名青少年。 至於暴力罪案有8,823宗，大部分主要罪案有所下跌，其中行劫案66宗，是1969年最低紀錄。

lixu/iStock Unreleased via Getty Images PayPal ( PYPL ) used to be synonymous with online payments; it had a two-sided network effect of millions of merchants and hundreds of millions of consumers that felt like a durable advantage. But today that moat isn’t what it used to be. In hindsight, PayPal’s network had fewer switching costs than many (including myself) assumed. If Apple or Google makes it just as easy to pay, consumers won’t hesitate to use those alternatives instead of PayPal. That appears to be exactly what’s happening. Big tech and fintech rivals have encroached on PayPal’s turf from all sides. Apple Pay and Google Pay now come baked into smartphones, offering one-tap checkout in apps and websites. E-commerce platforms have introduced their own frictionless payments. For example, Shopify’s Shop Pay is now a common sight on online store checkouts. Amazon has its own payment wallet, and even Visa and Mastercard have improved their online checkout experience with stored cards and tokenization. In emerging markets, local players (think Alipay, WeChat Pay in Asia) dominate, often with government backing, leaving PayPal sidelined. In short, the competitive landscape is brutal and getting more crowded. Even PayPal’s management acknowledges these competitive pressures. At a recent UBS conference , the CFO was candid about the fight for button placement on merchant websites. Merchants now display multiple payment options alongside PayPal. To avoid being buried, PayPal has to negotiate and sometimes even sacrifice economics to maintain visibility. As the CFO put it, “there are places where... we may give more to get better presentment” for PayPal’s button. In plainer terms, PayPal is having to discount or concede margin with key merchants just to keep its checkout option front-and-center. That’s a stark change from years past, when PayPal was often the default online payment method. This dynamic speaks volumes: PayPal’s bargaining power is weaker, and its service...

Fat Tony claimed Marc Anthony had called for "the most beautiful woman in the room" to come up for the first dance with Brooklyn, but then said Lady Beckham's name instead of Nicola's. The DJ said this led to the bride running out of the room in tears.

Meta Platforms Inc call buyer realizes 98% same-day gains TipRanks

Gri-spb/iStock via Getty Images The Neuberger Berman Energy Infrastructure and Income Fund ( NML ) is a closed-end fund that investors can purchase as a means of generating a high level of current income from the assets in their portfolios as well as gaining exposure to high-yielding and growing midstream energy companies. There could be reasons to have exposure to midstream energy today, as the demand for natural gas is likely to grow at a fairly rapid rate in the United States over the coming years, and midstream energy companies are necessary to transport natural gas from one place to another. In addition to this, many midstream energy companies boast fairly high yields, and that has resulted in NML also having a fairly attractive yield. As of the time of writing, this fund boasts a 7.48% yield at its current share price, which is far higher than most things in the market. Thus, the fund could be attractive to investors who desire both income and growth. This is an appealing proposition, but we should look more closely at this fund in order to determine whether or not it makes sense for your portfolio today. The Neuberger Berman Energy Infrastructure and Income Fund As A Yield Play Relative To Indices As was mentioned in the introduction, the Neuberger Berman Energy Infrastructure and Income Fund boasts a 7.48% yield at the current share price, which is significantly higher than any of the broad market equity indices. We can see that quite clearly in this chart: Index/ETF Current Yield S&P 500 Index ( SPY ) 1.05% NASDAQ-100 Index ( QQQ ) 0.46% Russell 2000 Index ( IWM ) 0.96% Dow Jones Industrial Average ( DIA ) 1.38% Click to enlarge As we can see, as of the time of writing, the highest-yielding of the broad-market equity indices is the blue-chip Dow Jones Industrial Average. However, at 1.38%, it is hardly an attractive yield. After all, a $1 million investment in that index would only produce an annual income of approximately $13,800. That is less than what a ...

格隆汇2月10日｜美国12月出口价格指数环比增长0.3%，预期为0.1%。美国12月进口价格指数环比增长0.1%，预期为0.1%。

大灣區跨境直通救護車試行計劃，完成首次北向轉運演練。醫務衞生局指，期望第一季正式實施，跨境直通救護車雙向轉運。 港府聯同廣東省和深圳市政府模擬深圳救護車從港大深圳醫院出發，經深圳灣口岸，往伊利沙伯醫院接載病人，再將病人轉運至港大深圳醫院治療，測試過程暢順。 醫務衞生局局長盧寵茂稱，首次北向轉運順利演練，為擴展雙向轉運安排奠下基礎，期望第一季內正式實施，加快實現大灣區醫療高度融合。 試行計劃自前年十一月啟動以來，已有23名病人由深圳、珠海，南沙和澳門的指定醫院，轉運到香港指定公立醫院治療。

Anthropic刚刚扔出一份18页重磅炸弹：《2026年智能体编码趋势报告》。结论直接炸裂：程序员不再写代码了，他们变成了「指挥官」。单个AI助手已经进化成自主智能体军团，能花好几天打造完整系统，甚至让法务、市场这种完全不懂代码的人，也能自己做应用。软件开发，正在经历图形界面发明以来最大的一次地震。 2026年的AI圈，要说谁最风光，Anthropic绝对排第一。 就在刚刚，Anthropic甩出了一份18页重磅报告： 《2026年智能体编码趋势报告》 。 这份报告的核心结论可以浓缩为一句话： 任何人，都成为了开发者。 编程/软件开发的游戏规则彻底变了！ 注意，不是「每个程序员变得更强了」，而是「非技术人员也能开发了」。 这意味着软件开发这个行当，正在经历自DOS、图形界面发明以来，最大的一次范式转移。 以下是报告全部8大趋势的深度解读，干货满满，一个不漏。 写在前面 这份18页的报告，信息密度极高！ Anthropic没有画饼，没有讲故事，用的是Anthropic自己的内部研究数据、真实客户案例和对行业趋势的冷静判断。 核心信号非常清晰：程序员不会消失，但「只会写代码」的程序员会消失。 未来的软件工程师，是编排者、架构师、决策者。他们不再逐行敲代码，而是指挥一支AI军团，同时保持人类独有的判断力和「品味」。而更深远的影响在于「谁是开发者」这个问题的答案，将被彻底重写。 这才是Anthropic这份报告真正的核心结论。 不是AI取代人类，而是人人都成为了开发者。 趋势一 软件开发生命周期，正在剧变 这是报告提出的第一个「地基级」趋势。 Anthropic认为，2025年，AI编码智能体已经从实验工具变成了生产系统，能给真实客户交付真实功能。 而2026年，变化将远超「工具升级」的范畴。 三个核心预测： 1. 抽象层再升级。 从机器码到汇编，从C到Python，每一层抽象都在缩小人类思维和机器执行之间的鸿沟。现在，最新的一层抽象是——人类和AI的自然语言对话。代码的「战术工作」（写、调试、维护）交给AI，工程师聚焦架构、系统设计和「该做什么」的战略决策。 2. 工程师角色大转型。 做软件不再等于写代码。现在，软件工程师越来越多地变成了「编排智能体写代码」的角色——评估智能体的输出、提供战略方向、确保系统解决了正确的问题。 3. 入职周期坍缩。 传统的新人上手一个代码...

“燃油车也有新能源车上搭载的高速NOA（领航辅助驾驶）等智能配置，并且出差跑长途不用规划充电，加满油就走。”今年年初，消费者陈帆（化名）放弃了原本列入清单的热门新能源车，转而提走了一辆刚上市的燃油SUV。 陈帆的选择，反映出当下国内汽车市场的一个新变化：随着消费者对智驾需求的日益增长，以及新能源车市占率的不断提升，燃油车开始加速智能化反扑，试图通过“油电同智”战略重回大众视野。 “之前客户进店，10个人有8个直奔银河展区，现在情况明显不一样了。”西北地区一家吉利汽车4S店的销售人员告诉《每日经济新闻》记者，1月，一位原本计划购买银河车型的客户，来店试驾了星越L后，最终改变了主意。 图片来源：每经记者 段思瑶 摄 多款燃油车价格降幅达30%至40% “新飞度3000辆已全部售罄，我们接到厂家通知停止接收订单，并且后续不再新增订单。”近日，北京某广汽本田4S店销售人员告诉记者。 图片来源：新浪微博（@广汽本田） 1月15日，被誉为“平民超跑”的新飞度上市，20天后3000辆全部售罄。公开数据显示，飞度2025年的全年销量只有2695辆，不及巅峰时期的2%。也就是说，不到一个月时间，新飞度就完成了老款去年的全年销量。被抢爆的新飞度背后潜藏着本轮燃油车回暖的直接推手——拼价格，售价6.68万元的新飞度，相较于上一代车型直降2万元。 终端市场出现价格调整的车型不只飞度。记者日前走访市场发现，多款燃油车型的降幅在30%左右，部分豪华燃油车型的最大降幅甚至达到了40%。 汽车之家数据显示，2025年，日产轩逸以约32万辆的销量成为最畅销的燃油轿车车型。“目前新轩逸·经典最低配车型的裸车价是5.7万元。”山东某东风日产经销商告诉记者，相较于7.99万元的指导价，这款车的降价额度超过2万元，若选择贷款购车，价格还有进一步下降的空间。 同样，以约24.4万辆拿下2025年燃油SUV市场销量第一的星越L，目前的终端优惠也不小。上述吉利汽车4S店内的销售人员表示：“目前我们店卖得最好的2026款星越L揽星版现金优惠2.5万元，置换补贴1.5万元。” 记者走访发现，面对新能源汽车不断提升的竞争力，众多燃油车型通过降价促销，以更高性价比争夺市场份额。目前，包括一汽-大众、一汽丰田、长安马自达、广汽丰田、沃尔沃、凯迪拉克等品牌在内的燃油车型均推出了降价促销政策，限时优惠补贴1万至5万元不等。 乘...

Credo Technology Group Holding Ltd. CRDO delivered a powerful surprise to the market with its preliminary revenue results for the third quarter of fiscal 2026. The company’s performance not only crushed prior expectations but also solidified its position as a key beneficiary of accelerating demand for high-speed, energy-efficient connectivity solutions in data center and AI-driven infrastructure. CRDO’s Massive Q3 Revenue Upside Per the preliminary report, Credo now expects to report third-quarter fiscal 2026 revenue between $404 million and $408 million, far exceeding its previously issued guidance of $335 million to $345 million. The upside indicates that demand picked up sharply late in the quarter and reflects strong, sustained customer demand, driven by hyperscale data centers, AI networking upgrades and wider use of Credo’s connectivity products. The Zacks Consensus Estimate is currently pinned at $340 million, up 151.8% from the prior year’s reported figure. Credo Technology Group Holding Ltd. Price, Consensus and EPS Surprise Credo Technology Group Holding Ltd. Price, Consensus and EPS Surprise Credo Technology Group Holding Ltd. price-consensus-eps-surprise-chart | Credo Technology Group Holding Ltd. Quote It delivered a record fiscal second quarter with 272% year-over-year revenue growth, driven by soaring AI infrastructure demand and strong adoption of its active electrical cables (AECs), high-speed SerDes ICs and new optical and gearbox products. As hyperscalers race to expand AI capacity, Credo is witnessing explosive momentum, fueling triple-digit revenue gains and stronger profitability. CRDO Updated Outlook: Sustained Growth Into FY27 Credo also provided prospective long-term growth targets. The company expects sequential revenue growth in the mid-single digits heading into fiscal 2027. Credo now anticipates more than 200% year-over-year revenue growth for fiscal 2026 (up from prior 170% view). This reduces concerns about demand volatility and streng...

财联社2月10日讯（记者 张屹鹏） 2月10日，江淮 汽车 披露定增发行情况报告书，核心为向特定对象发行股票的注册申请获批。 公告显示， 江淮汽车 向姚志超、葛卫东等8名投资者合计发行了7016.84万股股份，发行价格为49.88元/股，募集资金总额为约35亿元。其中，“私募大佬”葛卫东耗资约10亿元认购2004.81万股。 “本次向特定对象发行股票完成后，发行对象所认购的股份自发行结束之日起六个月内不得 转让 。”江淮汽车表示。 当日收盘，江淮汽车报收54.61元，涨2.46%，近五日涨幅3.21%。 作为国内知名的“私募大佬”，葛卫东现任 上海 混沌投资有限公司董事长、 上海 混沌道然资产管理有限公司投资决策委员会主席，其最有名的投资案例集中在 期货 成名战、A股科技重仓、一级市场硬科技三大领域。2008年金融危机时期，葛卫东曾逆势布局获利约20亿元，一战成名。其后，据公开信息，葛卫东在一二级市场的投资多聚焦于科技 AI 、 新能源 及高端制造和消费及 医药 等领域。 在此次参与江淮汽车定增之前，葛卫东关联人葛桂莲早已对江淮汽车有所布局。据江淮汽车2025年半 年报 ，至当期期末，葛桂莲首次以持股1186.1万股进入公司前十大股东，持股比例0.54%；随后，葛桂莲继续增持江淮汽车，至当年三季报披露，其持股达1661.6万股，增幅40%，持股比例升至0.76%，继续位列江淮汽车第九大股东。 在行业人士看来，葛卫东以10亿元参与江淮汽车定增及其关联人大幅增持，是其近年布局 智能汽车 产业链的标志性动作，亦被视为对江淮汽车智能化转型的认可。“这是国内新能源 整车 赛道的重要信号，既体现出头部资金对江淮‘华为+新能源+商乘并举’模式的认可，也在2026年这一重要年份，提前为江淮汽车补充了关键现金流。” 在实现超出预期起步后，江淮汽车与华为合作品牌——尊界将迎来重要的产品大年。日前，江汽集团董事长项兴初表示，尊界S800将推出高定版车型，同时还将重点推进尊界MPV、SUV等后续车型的量产。此前，尊界S800于去年底完成第一万台下线。 定增发行情况报告书披露同日，江淮汽车发布最新产销公告，2026年1月汽车总销量为34,800辆，同比减少2.14%。稍早之前的1月16日，江淮汽车发布2025年度业绩预告，预计归属于母公司所有者的净亏损16.80亿元左右，上年同期为亏损17....

格隆汇2月10日｜欧洲股市基准指数中保险类股表现最差，因美国同行因市场担忧人工智能颠覆性影响而遭抛售，导致市场对该板块情绪恶化。斯托克600保险分类指数一度下跌1.9%，安联保险、苏黎世保险集团和英杰华集团跌幅居前。尽管市场对私营在线平台Insurify推出的人工智能工具日益担忧，但周二的跌幅较周一纽约股市更显温和。标普500保险指数收跌3.9%，创10月以来最大单日跌幅。

max-kegfire/iStock via Getty Images It was the summer of 2021 when monday.com ( MNDY ) went public, and I last provided coverage on the shares. Trading around the $200 mark coming out of the IPO gate, valuations looked demanding in my view. Following multiple roller coaster rides ever since, shares are down over 50% in the five years following, marking a dramatic underperformance versus the market. This has come while the business has seen continued growth and managed to break even, yet investors are simply scared that AI might disrupt monday.com's software offerings or its target market. This creates a tough position here with few convictions to have, certainly as 2026 brings slower growth and operating deleveraging. From Managing Work to Doing Work monday.com used to have a mission to manage the work of its customers, but the proliferation of AI makes it so that this mission is transformed, having moved from managing the work to actually doing the work. This comes as AI provides the world with an infinite workforce, a limitless software engine, and an adoption advantage. That thinking is interesting and key for any business, certainly for software businesses and certainly for firms like monday.com, which are managing work. The company has rapidly built a substantial user base, including some 250,000 organizations and 2.5 million monthly active paying users, generating around $1.2 billion in annual recurring revenues, which suggests average revenues of around $40 per user each year. The company believes that these services are key to customers remaining engaged, while AI allows monday.com to become more efficient itself, with hiring growth rapidly slowing down. The promise, at least in terms of words, is that monday.com is now moving from managing to actually doing the work. This involves management of sales turning into closing deals and answering tickets to solve problems. This is a much more integral approach to corporate solutions, as monday.com's software solu...

House Judiciary Committee Republicans subpoenaed eight health insurers, including CVS Health ( CVS ), Elevance Health ( ELV ), Centene ( CNC ), and Oscar Health ( OSCR ), as part of a probe into allegations of fraud in the market for Affordable Care Act (ACA) health plans, Axios reported. The committee said that House Judiciary Chair Jim Jordan (R-Ohio) issued letters with subpoenas on Monday requiring health insurers to send information related to their subsidized ACA enrollees and discussions on subsidy-related fraud. According to the subpoenas, the insurers operating in the market for ACA exchanges, also known as Obamacare exchanges, must respond to the House Judiciary Committee by Feb. 23 with the requested information. CVS ( CVS ) confirmed the receipt of the letter and added that it is cooperating, while Centene ( CNC ) said it's submitting the information as it aims to fight fraud and increase healthcare access. The subpoenas came after the health insurers insufficiently responded to a prior request made by Jordan in December seeking documents and information related to potential fraud in the system. That request came after an investigation from federal auditors indicated that the health insurers had obtained subsidized coverage for nearly two dozen enrollees who didn't exist and revealed other fraud risks in the system. This year, millions of Americans on ACA healthcare plans faced a sharp spike in their monthly health insurance premiums after the U.S. Congress failed to extend COVID-era tax credits granted to people making over 400% of the federal poverty level. More on CVS , Elevance Health, etc. Centene: Aggressive Re-Pricing/Cuts Deliver Improved Margin Of Safety - Reiterate Buy Centene Corporation Is On The Mend After A Hefty Fall (Upgrade) Centene Corporation (CNC) Q4 2025 Earnings Call Transcript CVS Health drops despite Q4 beat amid in-line guidance CVS Non-GAAP EPS of $1.09 beats by $0.09, revenue of $105.69B beats by $2.12B

美国12月进口价格指数环比 0.1%，预期 0.1%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

美国12月进口价格指数同比 0%，预期 0.1%，前值 0.1%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Tony Wu, one of the co-founders of xAI ( X.AI ), said on Tuesday that he has resigned from the generative artificial intelligence company. “This company - and the family we became - will stay with me forever,” Wu wrote in a post on X. “I will deeply miss the people, the warrooms, and all those battles we have fought together. It's time for my next chapter. It is an era with full possibilities: a small team armed with AIs can move mountains and redefine what's possible. Thank you to the entire xAI family. Onward.” Wu also thanked Elon Musk in his post, for “believing in the mission and for the ride of a lifetime.” He joined xAI, which recently was acquired by one of Musk's other companies, SpaceX ( SPACE ), in 2023 after a stint at Google ( GOOG ) ( GOOGL ). More on xAI and SpaceX SpaceX-xAI Deal: Building America's New Icon SpaceX IPO's $700 Billion Valuation Increase Benchmarked By Rocket Lab RONB: With The SpaceX-xAI Merger, Musk Aims For The Stars But May Land In The Sun Market Voices: SpaceX's moon shot, China on U.S. bonds, gold market Apollo Global nears $3.4B deal for Nvidia chips/xAI - report

美国四季度劳工成本指数季环比 0.7%，预期 0.8%，前值 0.8%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

美国12月零售销售(除汽车与汽油)环比 0%，预期 0.4%，前值 0.4%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

美国12月零售销售环比 0%，预期 0.4%，前值 0.6%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

美国12月零售销售(除汽车)环比 0%，预期 0.4%，前值 0.5%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

A trader works as the Dow Jones Industrial Average surpasses the 50,000 mark on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Feb. 6, 2026. Brendan McDermid | Reuters There's a disconnect between the stock market and consumer optimism — and some economists say affordability is a primary culprit . Over the last four to five years, the stock market has become divorced from consumer sentiment: Stock valuations have soared while consumer optimism has plunged to near-record lows , economists said. The dynamic is atypical, said Joe Seydl, a senior markets economist at J.P. Morgan Private Bank. Prior to 2022, stock markets and consumer sentiment largely moved in sync, shifting up and down based on prevailing economic conditions, Seydl said, based on an analysis of data dating to the early 1990s . When times were good, both moved upwards in tandem, and vice versa. "It really breaks the 25-year relationship between the two series," Seydl said. A separate analysis by Oxford Economics found a similar dynamic. The University of Michigan's consumer sentiment index should have ended 2025 at a value of 93, based on indicators like stock prices, unemployment and inflation, according to that Oxford Economics study, published Jan. 27. Instead, it was 40 points lower, near an all-time low. "Historically, household perceptions of the economy closely tracked key macroeconomic indicators," according to Oxford Economics. "Today, those indicators suggest consumers should be feeling significantly more upbeat than they do." Impacts of the 'vibecession' Measuring how consumers feel — and how that sentiment relates to the stock market and broad economy — is important since consumer spending accounts for the bulk of U.S. economic output, said John Canavan, lead analyst at Oxford Economics. The so-called " vibecession " — or the sour mood — among consumers is likely due to their views on affordability, Seydl said. "Affordability is sort of this catch-all term for widesp...

is editor-at-large and Vergecast co-host with over a decade of experience covering consumer tech. Previously, at Protocol, The Wall Street Journal, and Wired. Posts from this author will be added to your daily email digest and your homepage feed. We have long had our doubts about the Trump Phone. Since its very first debut, the device — technically called the Trump Mobile T1 Phone 8002 — has seemed utterly impossible to execute as advertised. The Trump Mobile team has also spent the last eight months rapidly moving the goalposts, changing specs and making increasingly vague promises about the phone being American-made. We’ve wondered many times if there is even a Trump Phone at all. Verge subscribers, don’t forget you get exclusive access to ad-free Vergecast wherever you get your podcasts. Head here. Not a subscriber? You can sign up here. On this episode of The Vergecast, we talk to one of the only people who has seen one. That person is The Verge’s Dominic Preston, who has been covering the Trump Phone for months and who got a virtual look at the device last week. Dom joins the show to tell us about the surprising reveal, what we know now about the phone itself, and whether this thing is actually going to ship. After that, The Verge’s Hayden Field explains how OpenClaw and Moltbook managed to simultaneously capture so many Silicon Valley AI imaginations. OpenClaw feels like an immediately big deal, a powerful and dangerous way to put AI agents to work with all the access and knowledge they need to be really useful. (And, again, really dangerous.) Moltbook, an ostensibly AI agent-only take on Reddit, seems a little more like a novelty. Still, though, there is something fascinating about watching the bots interact with one another. Finally, The Verge’s Andy Hawkins helps answer a question from the Vergecast Hotline (call 866-VERGE11 or email vergecast@theverge.com!) about whether Tesla might be getting out of the car business for good. If you want to know more abou...

J Studios/DigitalVision via Getty Images Big Tech capex has turned into the most important semiconductor demand signal again. Big Tech earnings season has been marked by the shocking spending plans released by Amazon ( AMZN ), Google ( GOOGL ), and Meta ( META ), which disclosed figures far above prior market expectations. As you can see in the table below, consensus failed to anticipate another leg up in capex, similar to what we saw from 2024 to 2025. Capex levels for 2026 (AMZN, GOOGL, and META reflect company-provided midpoint guidance, while MSFT and ORCL are S&P Capital IQ consensus averages) Capex across these five companies rose 72% in 2025, and the figures above imply another ~65% increase versus 2024. Given that Microsoft did not provide full-year guidance and Oracle’s last earnings update was earlier, I think the eventual 2026 total could end up even higher. While these increases have reignited the debate over whether the trend is economically sustainable and whether these investments will actually pay off, which has helped drive some valuation compression across Big Tech, that’s a debate for another forum. From a semiconductor perspective, I see this as a pretty bullish setup for another strong year. Much of this capex will go into logic chips: GPUs, ASICs, or TPUs. Microsoft, for instance, said on its latest earnings call that two-thirds of capex was on short-lived assets, primarily GPUs and CPUs. So... which companies should benefit? The memory super cycle I'd like to start with memory and its implications because it has been the hottest topic in semis lately, and it has spillovers into a lot of segments. I believe these capex estimates are yet another indication that today’s memory cycle still has room to run, and possibly evidence that we are not at peak yet. DRAM scaled faster than logic through most of semiconductor history and, with much less differentiation among players, it ultimately became a commoditized segment. That also led to a consolidati...

PM Images/DigitalVision via Getty Images The Amplify CWP Growth & Income ETF ( QDVO ) is one of the newer income-focused ETFs in the market, and it's already amassed $596 million in assets under management (AUM). The reason investors are gravitating toward QDVO is that it's delivering double-digit yields for shareholders with appreciation in the share price. Over the past year and a half, QDVO has appreciated by 16.11% as the share price has increased $3.97 from $24.65 to $28.62 while generating $3.87 of income for a 15.7% yield. This is a total return of 31.80%, which is very appealing to shareholders looking to generate income without sacrificing 100% of the upside to covered calls. Over the past year, QDVO has generated a 10.24% yield while the share price has increased by 5.03%. The Fed has continued to cut rates, and it looks like we will get another 2 rate cuts in 2026, which could make the risk-free rate of return from the United States 12-Month Bill Yield ( US12M ) fall under 3%. When this happens, I believe that more capital will move into the markets from the sidelines because a sub-3% yield won’t be enticing enough to support the T-bill and chill methodology. I think that QDVO will be a large beneficiary because the current data shows it has outperformed its peers over the past year on total return. I am very bullish on QDVO going forward and have been adding to my position. Seeking Alpha Following Up on My Previous Article about QDVO Back at the beginning of November, I wrote an article discussing how I felt that QDVO could continue outpacing its peers from a total return perspective ( can be read here ). I believed that QDVO stood out for its strong blend of income and appreciation, as its tactical covered call strategy enabled it to generate recurring income and upside participation. As the risk-free rate of return fell, I felt it would be bullish for equities and make the bond market less attractive. I am following up with a new article because I just...

Morsa Images/DigitalVision via Getty Images Investment thesis Last week, beginning on Sunday, February 2, 2025, was a busy week for CleanSpark, Inc. ( CLSK ) watchers. On Monday, bitcoin, which the company mines, plunged and the CLSK share price toppled with it. On Thursday, the firm released its latest earnings report. Friday, the share price came roaring back. But there were two other issues of interest to investors: first, a red banner warning on its summary page at Seeking Alpha and second, an ongoing transition that began last fall. I believe the transition is the most important of these issues, and after examining the structural changes that will come out of it, maintain my Buy rating. About CleanSpark A transition is underway at the firm. Previously, bitcoin mining was its sole business, but it is now becoming an AI and HPC (high-performance computing) data center developer. It is assembling land and power assets that serve data center companies. In its 10-K for fiscal 2025 (which ended on September 30, 2025), it stated, “Leveraging our power optimization, land acquisition, engineering, operations and construction expertise, we have been actively pursuing opportunities to develop portions of our sites and power pipeline for AI and HPC hosting and leasing.” And, “This diversification strategy reflects our commitment to leveraging our expertise in energy management, data center operations and large-scale computing infrastructure to address rapidly growing demand in AI and HPC markets.” Latest earnings CleanSpark released its Q1-fiscal-2026 earnings report after the close on February 5, 2026. Those results came out as bitcoin, the only cryptocurrency the firm mines, was falling. According to CNBC on February 5, bitcoin was down nearly 30% on the first four days of the week. It added that the cryptocurrency was falling as U.S. tech stocks sold off sharply. Not all of its troubles were external, though, as its GAAP EPS of minus $1.35 missed estimates by $1.10 and ...

Jayud Global Logistics Ltd SHENZHEN, China, Feb. 10, 2026 (GLOBE NEWSWIRE) -- Jayud Global Logistics Limited (NASDAQ: JYD) ("Jayud" or the "Company"), a leading end-to-end supply chain solutions provider based in Shenzhen specializing in cross-border logistics, today announced that it has signed a three-year cooperation agreement (the “Agreement”) with Guanghong Electronics, a wholly-owned subsidiary of DBG Technology Co., Ltd. (300735.SZ). The Agreement focuses on providing comprehensive logistics and transportation services, including land and air freight from China to Hong Kong, as well as customs-related processes. This collaboration leverages Jayud's extensive logistics network and expertise in cross-border trade to support DBG Technology's expanding global operations. DBG, a prominent Electronic Manufacturing Services (EMS) provider with 2024 revenue of 6.88 billion RMB (approximately US$982 million1), serves top-tier brands such as Huawei, Xiaomi, and Honor, as well as major automotive leaders like BMW and Volkswagen through Tier-1 suppliers. The Agreement is expected to enhance the efficiency and reliability of Guanghong Electronics’ supply chainas it expands its footprint in Hong Kong, India, and Vietnam, where Jayud provides significant logistics support. Transportation plans from China to Hong Kong by land and air, as well as full customs processes, will be part of the services offered which, in turn, is expected to enable a smoother and quicker movement of goods. “This Agreement with Guanghong Electronics demonstrates our commitment to delivering high-quality, end-to-end supply chain solutions that support our clients’ global growth," said Xiaogang Geng, Chairman and Chief Executive Officer of Jayud. “By combining our cutting-edge logistics services with Guanghong Electronics’ cutting-edge manufacturing, we intend to create a powerful synergy that will make the consumer electronics and automotive supply chains more efficient and resilient. We are excited...

Social Security is a complex program. One aspect that makes the Social Security program so confusing is that retirees can choose when to claim benefits. Retirees can claim Social Security as early as age 62 and as late as age 70. There are, of course, trade-offs depending on which age one claims. The earlier one claims benefits, the less they are likely to receive in benefits, and the later one claims, the more they are likely to receive in benefits. It all has to do with a person's full retirement age (FRA), which is 67 for those born in 1960 or later. Each month a retiree claims benefits prior to their FRA results in a reduction to the full benefits they would have been entitled to at their FRA. Each month a retiree delays claiming benefits past their FRA results in an increase. Generally speaking, if a retiree claims benefits at age 62, their benefits could be reduced by 30%. Delaying benefits until age 70 can result in a 24% increase. The Social Security Administration aims to ensure that, regardless of the age at which one claims benefits, they will ideally receive the same amount of benefits over their lifetime. While there is great debate on the topic, statistics say this is the best age to claim benefits. The best decision is the road least likely to be taken In late 2022, the National Bureau of Economic Research, the Federal Reserve Bank of Atlanta, and Boston University co-authored a study called "How Much Lifetime Benefits are Americans Leaving on the Table?" The study found that virtually all Americans aged 45 to 62 should wait until after age 65 to collect benefits. Additionally, the study concluded that 90% of Americans should wait until age 70 to claim benefits, yet only about 10% actually do so. If workers aged 45 to 62 delayed claiming benefits until age 70, they could increase their lifetime discretionary spending by over $182,000, or 10%. In fact, one in 10 workers could actually increase their lifetime discretionary spending by 26%. If the answer...

Silver and gold prices crashed abruptly on Jan. 30. Silver and gold are what you might normally load up on if you're worried about where the economy might be headed. And over the past several months, the prices of these metals have been soaring. With such significant price movements, you might be led to believe that many investors are worried about more than just your average recession. There's also likely been a healthy dose of speculation along the way. Many analysts have compared the volatility of these metals to that of meme stocks in recent years and to their unpredictable nature. But toward the end of January, silver and metal prices crashed significantly. And this could offer some hints on how investors view the overall market right now, and what it might mean if you're looking to diversify and reduce risk. The Fed chair pick that rattled silver and gold prices On Jan. 30, the big news of the day was that President Trump had picked who he'd like to lead the Federal Reserve once Jerome Powell's term ends in May: Kevin Warsh. The move appeared to ease investor concerns about the Fed's independence, and in doing so, led to a significant decline in gold and silver prices. Gold, which was trading around $5,300 per ounce, fell well below $5,000. While it's around those levels now, it marks a significant decline. Silver also crashed from around $115 per ounce to now trading around $80. The iShares Silver Trust (SLV +8.34%), which has been a popular fund for investors to hold to gain exposure to silver, is still up 10% since the start of the year, but it's down 31% from its high of $109.83. Expand NYSEMKT : SLV iShares Silver Trust Today's Change ( 8.34 %) $ 5.85 Current Price $ 76.04 Key Data Points Day's Range $ 72.55 - $ 76.16 52wk Range $ 26.57 - $ 109.83 Volume 4.1M Investing in silver and gold may be riskier than ever before What the recent volatility in gold and silver tells us is just how speculative these assets have become of late, as they appear to have be...

在试水两年半之后，抖音的内容付费似乎要告一段落了。日前有爆料显示，抖音平台将对内容变现模式进行重大调整，自2026年2月5日起正式停止付费合集的相关功能与服务，原“合集付费配置”功能全面下线，所有已创建的付费合集将统一转为免费合集，用户无需购买即可正常观看。 具体来说，就是抖音或将彻底关闭付费合集的变现经营能力，已购买相关付费合集的用户，可通过抖音客户端下载保存对应内容，创作者也可通过合集管理功能对已转为免费的合集进行删除等操作。针对因功能调整导致的用户退款需求，据称抖音方面明确相关退款将由平台全额承担，以保障付费用户的权益不受损失。 在关闭付费合集的同时，抖音也为创作者提供了替代选项。据悉，抖音将同步推出合集升级计划，以投稿数量、内容质量、播放效果等多维度数据为核心评估指标，定向为优质创作者提供创作激励，来替代原有的付费分成模式，引导创作者转向基于内容流量与平台补贴的变现路径。 简而言之，兜兜转转一圈后，抖音创作者的内容变现路径又回到了单一的流量模式。那么问题就来了，抖音探索付费短视频为何短短两年半时间就终止了呢？其实要想回答这个问题，先得来看看抖音当初开放短视频付费的缘由。 此前在2023年11月中旬，#抖音测试付费短视频# 这个话题曾冲上热搜，说的就是用户在观看创作者的内容时，部分需要付费解锁才能全部观看，涉及的品类不止短剧，还包括日常、知识、娱乐等UGC内容。而创作者则需要满足近90天内无账号违规封禁记录、粉丝数不少于10万、完成抖音实名认证这三个要求，才能开通付费服务。 其实这已经不是抖音第一次尝试让用户直接为优质短视频内容付费，早在2021年他们就曾推出“赞赏”功能，旨在为抖音短视频创作者提供内容变现的途径。但由于彼时抖音的UGC属性过于突出，用户的付费心智也并不成熟，所以当时抖音在内容付费上的小试牛刀没有激起太大的水花。 但短剧的异军突起，让抖音坚定了尝试内容付费的决心。此前艾媒咨询发布的中国网络微短剧市场规模的研究报告显示，2021年这个市场的规模还只有3.68亿，可到了2023年，短短两年间其市场规模就达到373.9亿、增长了10倍。短剧快速壮大的市场规模以及用户惊人的付费能力犹如强心剂，让一众短视频平台看到了内容付费的潜力。 然而彼时短剧的付费模式是围绕微信小程序展开，付费路径通常是用户刷短视频时不经意看到感兴趣的投流素材，点击即可一键跳转至微信...