Equity futures rise after US stocks posted its worst drop in months. Bitcoin bounces back as dip buyers flock in after a 50% retreat from its peak. Shares of Amazon drop as it announces plans to spend $200 billion on AI investments this year. The US and Iran holds indirect talks in Oman to reduce tensions. Veronica Clark of Citi discusses the labor market ahead of the delayed January jobs report set to be released next week. (Source: Bloomberg)

The benchmark US stock measures were trending higher before the open Friday as markets looked to end 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.

U.S., Iran to hold nuclear program talks. And, Dems unveil new list of DHS demands Good morning. You're reading the Up First newsletter. Subscribe here to get it delivered to your inbox, and listen to the Up First podcast for all the news you need to start your day. Today's top stories The United States and Iran are set to have high-stakes talks in Oman today to negotiate Iran's nuclear program. Typically, if both sides in a negotiation can't reach a deal, the diplomats go home, regroup and decide whether to hold another round of talks. But NPR's Greg Myre tells Up First that the U.S. has spent a month moving Navy ships and warplanes to the region, and if a deal isn't reached this time, President Trump could launch an attack on Iran. toggle caption AFP via Getty Images/AFP 🎧 Iran is in a position of weakness and will likely offer concessions during the negotiations, says Myre. The country has endured several setbacks over the last two years, including the U.S. and Israeli bombing campaign against its nuclear facilities last June. Myre says a limited nuclear agreement from Iran will probably not be enough for Trump. The U.S. wants to discuss broader issues, including limits on Iran's ballistic missiles. The U.S. also seeks to stop Iran from supporting militant proxy groups like Hamas and Hezbollah. Sponsor Message Democrats released a 10-point plan for the Department of Homeland Security's immigration law enforcement agents in a letter to the GOP. In addition to their original demands, which include removing officers' masks, Democrats want officers to wear identifying information, such as their last name. Lawmakers also want these officers to have standard uniforms and equipment, aligning them with civil enforcement officers. 🎧 NPR's Claudia Grisales says Republicans are not shutting down the proposal yet, but there is a lot of negotiating left to do with little time to accomplish it. Grisales says another stopgap bill is an option, allowing lawmakers to kick the can...

格隆汇2月6日｜中国证监会国际合作司发布关于深圳承泰科技股份有限公司境外发行上市及境内未上市股份“全流通”备案通知书，公司拟发行不超过38,333,200股境外上市普通股并在香港联合交易所上市。公司29名股东拟将所持合计300,000,000股境内未上市股份转为境外上市股份，并在香港联合交易所上市流通。

《科创板日报》2月6日讯（记者 郭辉） 晶合集成四期晶圆厂来了。 2月6日晚间， 晶合集成公告称，该公司拟通过股权转让及增资的方式，合计向合肥晶奕集成电路有限公司（下称“晶奕集成”）投资20亿元并取得其100%股权，并将其纳入公司并表范围。 公告显示，上述投资事项已通过晶合集成第二届董事会第三十次会议审议，无需提交股东会审议。投资完成后，晶奕集成将成为上市公司的全资子公司， 晶奕集成将会是晶合集成四期项目的建设主体。 据了解， 晶合集成四期项目投资总额为355亿元，计划建设12英寸晶圆制造生产线，产能约5.5万片/月，重点布局40纳米及28纳米CIS、OLED及逻辑等工艺，产品将应用于OLED显示面板、AI手机、AI电脑、智能汽车及人工智能等领域 。 晶合集成表示，本次交易将增强晶奕集成资金实力，补充其经营发展中的营运资金需求。后续晶奕集成将根据项目建设进度及资金安排，做好资本金筹集工作。 建设进展上，晶合集成四期已于今年1月，在安徽合肥新站高新区正式启动建设。 据晶合集成表示，将加速推进四期项目进展，预计在2026年第四季度搬入设备机台，实现投产，可在2028年第二季度达满产状态，以期满足市场对高性能、高质量晶圆代工服务需求，共建稳定安全的集成电路产业链。 晶合集成目前为止尚未透露四期项目建设的资金来源。以该公司的三期项目为例，项目实施主体皖芯集成曾数次引入外部资金，包括2025年10月获得控股股东合肥建投30亿元现金增资，以及2024年9月获得来自农银投资、工融金投等投资者的95.5亿元大规模融资。 晶合集成2月6日还宣布其后照式CMOS图像传感器芯片工艺平台研发项目（包含90纳米及55纳米）、28纳米逻辑及OLED芯片工艺平台研发项目结项。以上两大项目均为晶合集成科创板IPO的首发募投项目。项目节余资金为1.33亿元，后续将用于补充流动资金，用于日常生产经营活动。 目前晶合集成正在向香港联交所申请H股发行上市，拟在香港主板挂牌上市，并于2025年9月递交发行上市的申请并刊发申请资料，保荐机构为中金公司。 2025年前三季度，晶合集成实现总营收81.30亿元，同比增长19.99%；实现归母净利润5.50亿元，同比增长97.24%。 从2025年上半年的收入结构来看，晶合集成产品结构持续优化。从制程节点分类看，55nm占主营业务收入的比例提升至10.38%，40n...

格隆汇2月6日｜中国证监会国际合作司发布关于合肥芯碁微电子装备股份有限公司境外发行上市备案通知书，公司拟发行不超过26,735,650股境外上市普通股并在香港联合交易所上市。

This could be a smart time to think about adding more bond diversification to your portfolio. If you want your investments to grow vigorously over the long haul, buying stocks is usually a better choice than buying bonds. But don't take my word for it -- there are centuries of data to back that premise up. The Deutsche Bank Research Institute's Long-Term Asset Return Study shows that during the past 200 years, U.S. stocks have delivered average annual inflation-adjusted returns of 6.7%, while 10-year U.S. Treasury bonds have returned 2.4% annually. And over medium-term periods, stocks also reliably beat bonds: During the past century in the U.S. market, bonds have never outperformed stocks over a 25-year time frame. But for most investors, bonds are still worth having in your portfolio. And if you want your assets to hold their value against inflation over the next few years, putting some of your funds into the Vanguard Total Bond Market ETF (BND +0.43%) might be a good idea. Expand NASDAQ : BND Vanguard Total Bond Market ETF Today's Change ( 0.43 %) $ 0.32 Current Price $ 74.22 Key Data Points Day's Range $ 74.01 - $ 74.24 52wk Range $ 71.41 - $ 75.15 Volume 2.5K Why invest in bonds? Recent years have been unusually hard for bond investors. In 2021, the U.S. experienced a spike in annual inflation to 7%, and that was followed by 6.5% inflation in 2022. In its efforts to get rising prices back in check, the Federal Reserve boosted its benchmark interest rate rapidly. That largely had the desired effect, but when interest rates rise, bond prices generally fall. As a result, the Vanguard Total Bond Market ETF had negative total returns in both of those years, losing 1.7% in 2021 and 13.2% in 2022. Over the past five years, this bond ETF lost an average of 0.23% per year. And over a 10-year time frame, it still averaged positive annualized returns of only 1.9%. That's not enough to beat inflation even when it's at the Federal Reserve's 2% target. So why invest in bonds...

(RTTNews) - Johnson Outdoors Inc. (JOUT) reported Friday a net loss for the first quarter of $3.30 million or $0.33 per share, sharply narrower than $15.29 million or $1.49 per share in the prior-year quarter. Total company net sales for the quarter grew 31 percent to $140.94 million from $107.65 million in the same quarter last year. In Thursday's regular trading, JOUT closed on the Nasdaq at $48.38, up $1.14 or 2.30 percent For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Soho theatre, London Desire collides with stomach-churning awkwardness in this play – which won the Women’s prize – about friends heading out for some physical contact I’m watching Miriam Battye’s The Virgins, which was nominated for the Women’s prize for playwriting in 2020, but it feels as if I’ve been thrown headfirst back into my teenage years. Centred on a group of teens who have decided that tonight is the night their sex lives finally get moving, it’s a tornado of growing pains and pretence at pleasure. It’s a Friday night, and best friends – and virgins – Chloe (Anushka Chakravarti) and Jess (Ella Bruccoleri) are getting ready to go “out out” for the first time. Joined by their gossip-hoarding friend Phoebe (played by a hysterical Molly Hewitt-Richards), who panics at even the mention of physical contact, they brush their teeth and straighten their hair in anticipation of Anya (Zoë Armer) from the year above arriving to teach them all they need to know. Even better, Chloe’s brother Joel (Ragevan Vasan), who practically shrinks when a girl enters, and his “really, really fit” friend Mel (Alec Boaden) are next door playing video games. With no parents at home and vodka mixers at the ready, the night is a recipe for success. Continue reading...

Key Points Triton Wealth Management sold 481,779 shares of Knight-Swift in the fourth quarter; the estimated transaction value was $22.58 million based on quarterly average prices. Meanwhile, the quarter-end position value decreased by $20.88 million, reflecting both share sales and stock price movement. The post-trade stake was 49,338 shares valued at $2.93 million. 10 stocks we like better than Knight-Swift Transportation › On February 4, Triton Wealth Management, PLLC reported selling 481,779 shares of Knight-Swift Transportation Holdings (NYSE:KNX), an estimated $22.58 million trade based on quarterly average pricing, according to a new SEC filing. What happened According to a SEC filing dated February 4, Triton Wealth Management, PLLC reduced its holding in Knight-Swift Transportation Holdings by 481,779 shares, with the estimated transaction value at $22.58 million based on average closing prices for the quarter. The fund’s quarter-end position in Knight-Swift fell by $20.88 million, a figure that incorporates both trading and price changes. What else to know The sale leaves Knight-Swift at 1.1% of Triton’s $265.88 million in reportable U.S. equity assets under management Top holdings after the filing: NYSEMKT: SCHG: $46.85 million (17.6% of AUM) NYSEMKT: SPMO: $28.69 million (10.8% of AUM) NASDAQ: QQQ: $25.74 million (9.7% of AUM) NYSEMKT: BUFR: $11.05 million (4.2% of AUM) NASDAQ: AAPL: $10.54 million (4.0% of AUM) As of February 4, shares of Knight-Swift were priced at $60.16, up 8.2% over the past year and underperforming the S&P 500 by 5.75 percentage points. Company overview Metric Value Revenue (TTM) $7.47 billion Net income (TTM) $65.95 million Dividend yield 1.20% Price (as of February 4) $60.16 Company snapshot Knight-Swift Transportation Holdings offers truckload, less-than-truckload (LTL), logistics, and intermodal transportation services, with revenue generated primarily from freight hauling, logistics, and support services across the U.S., Mexico...

在美国总统唐纳德・特朗普强势外交政策的助力下， 埃克森美孚 与 雪佛龙 两大石油巨头正将目光投向石油输出国组织（OPEC）相关国家，寻求扩大石油产能，这些国家中不乏全球地缘政治风险最高的地区。 委内瑞拉拥有全球最大的石油储量，此前美国投资者基本无法进入该国市场。但自特朗普政府控制前领导人尼古拉斯・马杜罗并接管该国原油出口业务后，委内瑞拉成为最受瞩目的市场开放地。 美国政府为石油巨头海外扩张铺路 美国大型石油企业的国际扩张，是特朗普打破美国企业商业运作常规的最新例证，尤其是在他所青睐的制造业、化石燃料和加密货币等行业。尽管壳牌、 道达尔 能源和 英国石油 等欧洲石油巨头也在寻求在中东扩张，但美国政府的支持让埃克森美孚和雪佛龙具备了竞争优势。 曾在奥巴马执政时期及特朗普第一任期内协助美国企业拓展海外业务的前国务院高级官员萨曼莎・卡尔 - 约德表示：“美国大使们正在为企业奔走游说，这种力度即便在前几届共和党政府时期也从未有过。” 数十年来，大型石油生产商一直在石油输出国组织及其盟友组成的 “欧佩克 +” 国家开展业务，但由于这些国家对石油行业实行国家管控、合同条款苛刻且政治局势不稳定，新项目机会十分有限。近年来，美国大型石油企业更倾向于发展国内页岩油业务，这助力美国于 2018 年超越沙特阿拉伯，成为全球最大石油生产国。 如今，资源丰富国家的政府渴望赢得特朗普政府的支持、获取美国隐性安全保障并规避关税，美国石油企业高管察觉到自 21 世纪中期以来前所未有的国际扩张机遇。对全球部分最大油田的投资，将标志着特朗普追求美国 “能源霸权” 的努力进一步拓展，并能确保化石燃料供应充足至 21 世纪 40 年代及以后。 机遇背后暗藏多重风险 20 世纪 70 年代，中东地区掀起国有化浪潮，全球多数大型石油企业的核心资产被没收。此后，因合同条款严苛和政治不稳定，多家企业重返该地区的尝试均以失败告终。过去 50 年间，埃克森美孚在委内瑞拉曾两度遭遇资产国有化；4 年前俄乌冲突爆发后，整个行业被迫撤离俄罗斯市场。 石油市场同样残酷无情。21 世纪中期起，埃克森美孚和雪佛龙在海外大型项目上投入巨资，这些项目不仅超预算，工期也屡屡延误。2014 年和 2020 年，国际油价两次暴跌，让两家企业遭受重创。 不过，随着美国国内页岩油产量增长逐渐见顶，且石油需求的强劲程度超出多数预测机构预期，美国大...

AZZ Inc. delivers metal coatings and electrical infrastructure solutions to industrial and utility clients worldwide. Pier Capital initiated a new position in AZZ (AZZ +0.94%), acquiring 70,967 shares in the fourth quarter for an estimated $7.61 million based on quarterly average pricing, according to a February 3 SEC filing. What happened Pier Capital disclosed in a recent SEC filing that it established a new stake in AZZ during the fourth quarter, acquiring 70,967 shares. As of December 31, the fund’s holding in AZZ was valued at $7.61 million, reflecting both the new purchase and prevailing market prices at quarter-end. What else to know As mentioned, this is a new position for Pier Capital, now representing 1.21% of its $626.39 million in reportable U.S. equity assets. Top holdings after the filing: NYSE:MIR: $16.80 million (2.7% of AUM) NYSE:CWAN: $16.45 million (2.6% of AUM) NYSE:HXL: $11.99 million (1.9% of AUM) NASDAQ:ALHC: $10.80 million (1.7% of AUM) NASDAQ:FULT: $10.50 million (1.7% of AUM) As of February 2, AZZ shares were priced at $127.71, up 49.2% over the past year and well outperforming the S&P 500 by 34.26 percentage points. Company Overview Metric Value Revenue (TTM) $1.62 billion Net Income (TTM) $321.54 million Dividend Yield 0.58% Price (as of 2/2/26) $127.71 Company snapshot AZZ provides galvanizing and metal coating solutions, welding services, specialty electrical equipment, and engineered services primarily through its Metal Coatings and Infrastructure Solutions segments. The company generates revenue by supplying corrosion protection, metal finishing, and custom electrical infrastructure products to industrial, utility, and OEM customers, leveraging both direct sales and distributor channels. It serves steel fabricators, manufacturers, power generation and distribution companies, industrial clients, and original equipment manufacturers in the United States and internationally. AZZ is a leading provider of metal coating and electrical infra...

格隆汇2月6日｜武汉凡谷公告，控股股东孟庆南及一致行动人孟凡博于2025年11月11日至2026年2月6日期间，通过集中竞价、大宗交易合计减持公司股份1153.98万股，占公司总股本1.6889%；其中孟庆南减持651.43万股，占0.9534%，孟凡博减持502.55万股，占0.7355%。此前二人拟合计减持不超2049.86万股（3%），本次减持计划已实施完毕。

Key Points Internet Computer (ICP) jumped straight into the top 10 cryptos at launch, but it has since fallen more than 99%. Its AI platform might turn things around, but so far, Internet Computer's price is stubbornly sinking. There are other ways to invest in both crypto and AI. 10 stocks we like better than Internet Computer › Internet Computer (CRYPTO: ICP) is a cryptocurrency that initially promised to act as a huge decentralized cloud and reshape the internet as we know it. So far, it has not lived up to those expectations. 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 » After trending lower for several years, it surged briefly late last year, then again in mid-January on the back of a white paper that promised to reduce supply growth by 70% by the end of the year. Improved tokenomics can be part of what makes a cryptocurrency valuable, but only when underpinned by solid fundamentals. Internet Computer has since erased those gains. I won't be adding Internet Computer to my portfolio in 2026. It sounds great on paper, but I can't see how it will ever regain investor trust after such a disastrous showing. Moreover, the crypto metrics indicate it hasn't attracted many developers or users. 1. Internet Computer never recovered from its false start Long-term cryptocurrency investors may remember the super-hyped launch of the Internet Computer token in May 2021. The project had huge potential, with an impressive team and big backers such as Andreessen Horowitz and Polychain Capital. The token shot up to $461.65 and at one point was one of the top 10 largest cryptos by market cap. It then dropped dramatically, falling more than 90% in the first few months. It has never come anywhere close to that initial high and is currently trading at about $2.28 -- down more than 99% from its high. It's a shockin...

Stellantis Shares Crash On 22 Billion Euro Charge Tied To Miscalculating EV Demand Stellantis NV shares crashed the most on record in European trading after the automaker disclosed a 22-billion-euro (about $25 billion) charge tied to its failed EV strategy. Management framed the charge as the cost of misreading the slope of EV adoption, effectively building a product and investment plan around an "energy transition" timeline that outpaced customers' budgets. " The reset we have announced today is part of the decisive process we started in 2025, to once again make our customers and their preferences our guiding star ," Stellantis CEO Antonio Filosa wrote in a statement. Filosa said, " The charges announced today largely reflect the cost of over-estimating the pace of the energy transition that distanced us from many car buyers' real-world needs, means and desires. They also reflect the impact of previous poor operational execution, the effects of which are being progressively addressed by our new Team ." The writedowns include roughly 6.5 billion euros in payments, mainly for supplier compensation, as the struggling maker of Jeep and Fiat cars cancels multiple EV models and significantly reduces its battery footprint amid weaker demand. Stellantis is revising earlier targets for EV sales in Europe and for 50% EVs in the US by 2030, while also seeking to offset rising tariff costs. Part of Filosa's "reset" includes $13 billion in US investment, delaying some EV plans, bringing back V8s to refresh the Ram lineup, and multiple Jeep launches and refreshes this year. He also scrapped investments tied to a planned hydrogen joint venture. Stellantis is also exiting its Canadian battery joint venture with LG Energy Solution (LG is buying Stellantis's stake in the Windsor, Ontario, plant project). The move by Stellantis mirrors moves by industry peers, including Ford Motor, General Motors, and others. On Thursday, Volvo Cars shares fell the most on record after earnings misse...

Clarets host must-win game against West Ham with club facing a third demotion in three Premier League seasons “I still enjoy the day out, I just don’t let the results affect me any more,” says the Burnley season-ticket holder Mark Bentley. Fifteen games without a Premier League win and 11 points adrift of safety, the Clarets are facing relegation the season after promotion for a third time in a row. Sparring with the best should bring glorious enjoyment at Turf Moor but instead they have three victories from 24 games, beating the two other promoted sides and rock-bottom Wolves , with survival chances looking worse than slim. Relegation rivals West Ham visit on Saturday, and another defeat would remove any faint hope that Burnley could turn it around and leave their record over recent seasons reading: down, up, down, up, down. Beating Sunderland in the first home game brought optimism after a summer where money was spent, notably bringing in the 96-cap Kyle Walker after eight years of success at Manchester City, but that feelgood factor has dwindled. Continue reading...

格隆汇2月6日｜市场消息称，在阿曼举行的第二轮美伊会谈已经结束。

格隆汇2月6日｜国际原油转跌。WTI原油跌0.49%，报62.977美元/桶，此前一度涨超2%；布伦特原油跌0.34%，报67.320美元/桶。

Seneca Foods press release ( SENEA ): FQ3 GAAP EPS of $6.48. Revenue of $508.35M (+1.1% Y/Y). More on Seneca Foods Seneca Foods Corporation Remains Appetizing At Current Pricing Seeking Alpha’s Quant Rating on Seneca Foods Financial information for Seneca Foods

Perella Weinberg Partners ( PWP ) declares $0.07/share quarterly dividend , in line with previous. Forward yield 1.3% Payable March 9; for shareholders of record Feb. 17; ex-div Feb. 17. The company has now announced a dividend of $0.07 for nineteen consecutive quarters. See PWP Dividend Scorecard, Yield Chart, & Dividend Growth. More on Perella Weinberg Partners Perella Weinberg: Tough Comps YOY, But Not Matching The Backdrop Sequentially Seeking Alpha’s Quant Rating on Perella Weinberg Partners Historical earnings data for Perella Weinberg Partners Dividend scorecard for Perella Weinberg Partners Financial information for Perella Weinberg Partners

The platform has been invited to respond to the EU's findings. Depending on the outcome of this step, the Commission could fine TikTok up to 6% of its total global annual turnover - estimated to be in the tens of billions.

A message board on the Russo brothers’ website briefly hosted Marvel fans’ best guesses about the direction their forthcoming film will take. Here are the wildest With its enigmatic promo run for Avengers: Doomsday, Marvel has perfected the trailer that reveals precisely nothing. Teasers have consisted of portentous glances, mood lighting, and characters standing very still. Dialogue is pre-scrubbed of context. Music swells with the confidence that something enormous is happening just out of frame. Plot, meanwhile, has been placed in witness protection. The studio is clearly well aware that giving away even a smidgen of detail this early on – the film isn’t due for release until December – would result in fans cracking the code long before any bums actually go on seats. After all, Marvel has been here before. Avengers: Infinity War’s trailers laid out just enough narrative scaffolding for the internet to calmly conclude, months in advance, that Thanos was going to win and leave the universe in binary tatters. And it happened again with Avengers: Endgame, a film whose storyline was deduced from toy leaks, casting announcements and the radical insight that actors rarely sign multi-picture deals only for their characters to die permanently. Continue reading...

Anthropic旗下AI编程工具Claude Code已占GitHub公共代码提交量的4%，并预计到2026年底该比例将超20%。研究机构SemiAnalysis最新分析指出， Claude Code是AI“智能体”的转折点。 该报告强调， Claude Code不仅改变了编程形态，更预示着AI智能体将重塑全球约15万亿美元的信息工作市场。 目前，Anthropic依托该技术实现营收快速增长，其季度年度经常性收入（ARR）增量已超越OpenAI，反映出AI智能体赛道的竞争格局正发生结构性变化。 这一趋势已引发产业链的深度响应。埃森哲已签署协议，计划在金融、医疗及公共部门培训3万名专业人员使用Claude，成为目前规模最大的企业级部署案例。与此同时， 传统软件与SaaS商业模式面临根本性挑战。 分析指出，相当多的领域都将受到影响。 随着Claude Code（和Cowork）的兴起，智能体的总市场规模远大于大型语言模型本身。从当前的客户支持、软件开发等垂直场景，逐步延伸至金融服务、法律合规、战略咨询等高价值专业服务产业。这也正是该研究机构模型持续追踪的核心命题：智能体商业化路径正在重构整个数字经济的价值分配逻辑。 对科技巨头而言，战略平衡变得更为复杂。 微软既通过Azure为OpenAI、Anthropic等提供算力支持，又需防御AI代理工具对其Office 365等核心产品的冲击。 据悉，CEO Satya Nadella已亲自参与AI产品战略调整，可见该领域对公司未来发展影响深远。 随着Claude Code等AI代理工具持续渗透，从开发流程到企业运营的智能化重构进程正全面加速。 Claude Code与智能体未来 智能体将成为人类与人工智能交互的主要方式。Claude Code的出现， 不仅展示了人类如何引导AI，更揭示了智能体反向塑造工作流程的潜力。 SemiAnalysis指出， 当前正处于继2023年ChatGPT时刻之后，AI演进的新临界点。 此前的里程碑已逐步验证了AI的边界：GPT-3确立了规模化的有效性，ChatGPT证明了终端市场需求，DeepSeek展示了高效的小规模实现路径。 在这些线性突破之上， Claude Code代表了更根本的范式演进：它并非单纯提升生成质量，而是通过智能体架构，将模型能力组织为可执行复杂任务、具有持续交互能力的数字...

The judge told Cristiano: "She doesn't feel comfortable flying and travelling alone any more. She had planned another holiday this year but she doesn't want to go on it any more."

It's a trap you don't want to fall into. One of the biggest benefits of participating in an employer's 401(k) plan is getting access to a company match. Sure, there's also the convenience of having those contributions taken as payroll deductions automatically. For some people, that's the ticket to staying on track with retirement savings. But these days, most IRAs allow you to automate contributions as you get paid. So it's probably fair to say that the main draw of 401(k) plans is employer matching dollars. One little-known rule, however, could end up costing you some of those matching dollars if you aren't careful. So it's important to do what you can to avoid that trap. What does your employer's matching schedule look like? When you have access to a 401(k), you'll hear all the time that it's important to understand what your match maxes out at and whether it's subject to a vesting schedule. But it's also important to understand when your employer actually makes matching contributions to your 401(k), and whether it has what's known as a true-up policy. It's pretty common for employers to match contributions every pay period. But if you don't make your 401(k) contributions according to that same schedule, you could lose out on some of that money. For example, let's say your maximum 401(k) match for 2026 is $3,000, so you decide to contribute $3,000 to your workplace plan. Let's also assume you get paid once a month. If you have $250 deducted from your paycheck each month that goes into your 401(k), and your employer does its match each pay period, you should get your full $3,000 match after 12 months. But what if you stray from that schedule? What if you like to front-load your 401(k) contributions so that instead of contributing $250 each month to your workplace plan, you contribute $500 a month for the first six months of the year? Or, what if your annual bonus gets paid in February, so you decide to use it to fund your 401(k) entirely? If your company's policy i...

全球大模型涌入“干活”赛道。 在阿里千问、腾讯元宝、字节豆包准备春节期间红包鏖战、重金抢滩流量入口之际，大洋彼岸的厂商正在加速推动模型执行任务能力落地，并在二级市场掀起抛售风浪。 2月6日，美国头部大模型厂商OpenAI与Anthropic又在同日推出基础大模型更新，各凭GPT-5.3-Codex与Claude Opus 4.6将针锋相对的状态进一步升级。两款模型均以AI Agent（智能体）与工程化能力为核心升级方向，这也是今年以来模型厂商显著的演进趋势——人工智能终究需要为人类干活。 但因Anthropic Claude Cowork等系列AI Agent产品的发布，市场对美股软件板块受损的担忧进一步发酵，当地时间2月5日，美国股市全线走低，科技权重股再度承压，微软跌4.95%，亚马逊跌4.42%，英伟达跌1.33%。 针尖对麦芒 自OpenAI团队出走成立的Anthropic，已成为冲击前者业务壁垒最凶狠的一员。 2月5日，Anthropic提前披露将登录美国超级碗的四则广告。其中一则场景为用户询问 “如何练出腹肌”，AI 教练先给出专业解答，随即毫无征兆切换带货模式，推销无关的增高鞋垫，最后以“广告将席卷AI，但与Claude无关”收尾。 本是一次并未点名道姓的暗讽，但OpenAI CEO山姆·奥尔特曼自动对号入座“破防”回应：“广告很有趣，我笑了，但OpenAI不会以Anthropic所描述的方式投放广告。” 今日，两家公司再次在几乎同一时间段进行模型更新，总体主题都是让基座模型承担更多工作任务，并组织AI代理团队。山姆将GPT-5.3-Codex定义为“最佳编程性能”，任务执行过程中具备可操控性与实时更新，保证更快速度的同时，消耗token数量不到5.2-Codex的一半，直指Anthropic核心业务腹地。 Anthropic在一篇博客文章中表示，Claude Opus 4.6在编程技能基础上有所提升，但真正的优势在于更广泛的工作任务。Opus 4.6在进行财务分析研究及使用和创建文档、电子表格和演示文稿方面表现出色。在Cowork协作模式下，Claude可以通过Opus 4.6进行多任务处理。 对于两款模型之间的实际性能与效果，网友也在评论区进行争论，网友Dan Paul表示：“Codex5.2与Opus4.5之间差距如此之大，我甚至不确定是否会尝试...

今日聚焦 【天晟新材：因涉嫌信息披露违法违规被证监会立案】 天晟新材(300169.SZ)公告称，公司于2月6日收到中国证监会立案告知书，因公司涉嫌信息披露违法违规，中国证监会决定对公司立案。本次立案可能涉及2023年度关联交易未披露事项。目前公司生产经营正常，立案调查事项不会对公司正常生产经营活动产生重大影响。公司将积极配合调查，严格履行信息披露义务。 【亚辉龙：涉嫌信息披露违法违规 被证监会立案】 亚辉龙公告，公司于2026年2月6日收到中国证监会下发的《立案告知书》，因涉嫌信息披露违法违规，根据法律法规，中国证监会决定对公司予以立案。 【东田微：拟投资4亿元建设全球研发中心及华南制造总部项目 主要从事研发光通信精密光学元器件等】 东田微(301183.SZ)公告称，公司拟与东莞市道滘镇人民政府签订《项目投资协议》，计划在东莞市道滘镇昌平村投资建设“东田微全球研发中心及华南制造总部项目”，项目投资总额为4亿元，由公司全资子公司广东东田微智能技术有限公司负责实施建设。项目计划投资金额为4亿元，主要从事研发、制造和销售消费类电子及光通信精密光学元器件。 【绿通科技：绿通产业基金拟1000万元投资圣昊光电 后者主营光通信芯片测试设备】 绿通科技(301322.SZ)公告称，绿通产业基金拟与关联方创钰铭璟、创钰铭昇等13名投资者共同投资圣昊光电，出资1000万元认购其新增注册资本80.26万元，增资后将持有圣昊光电0.6754%股权。圣昊光电主营业务为光通信芯片测试设备的研发、制造与销售，并基于自研设备开展光芯片检测代工服务。近三年，圣昊光电光芯片测试设备出货量持续位居国内前列，已与国内多家头部光芯片企业建立合作关系。在测试代工方面，随着下游高速光芯片产能扩张，代工业务增长迅速，已成为圣昊光电重要的收入来源之一。 【20CM二连板田中精机：原控股子公司佑富智能的八名债权人联合向公司提起诉讼 涉案金额1.08亿元】 田中精机(300461.SZ)公告称，原控股子公司深圳市佑富智能装备有限公司的八名债权人联合向公司提起诉讼，涉案金额1.08亿元，不排除本次诉讼事项可能对本公司的本期利润或期后利润造成一定影响。 【欣旺达：子公司与威睿电动达成和解 预计影响2025年归母净利润5亿元-8亿元】 欣旺达(300207.SZ)公告称，公司子公司欣旺达动力（被告）与威睿电动（原告）在...

Welcome to our guide to the commodities driving the global economy. Today, Australia mining and metals reporter Paul-Alain Hunt explores why two of the sector’s giants were unable to combine into a $240 billion behemoth. Breaking up is hard to do. For the world’s mining giants, getting together is even harder. For much of the last month, Rio Tinto Group and Glencore Plc appeared ready to pull off a $240 billion miracle, creating the world’s largest mining company. They would combine trading know-how and industrial clout, double down on copper and dilute some challenging shareholders on both sides in the process. Then, at the last minute, Rio called it off . Talks appear to have broken down over the oldest obstacle in the book — price. Glencore’s single biggest investor is still former boss Ivan Glasenberg, the man who listed the company in 2011 at 530 pence per share — significantly more than the average price of around 480 pence over the last month. A combination that Glencore Chief Executive Officer Gary Nagle has described in private conversations as the most obvious deal in the industry fell apart, adding to the sector’s long list of scuppered mergers. Over the past few years, big miners have been emerging from a dealmaking drought. A push for growth, particularly in copper, has encouraged more ambition and risk. Getting those deals done, however, is another matter entirely. Partly it’s about large egos and clashing cultures. But there’s also the challenge of agreeing on a reasonable price when markets are fluctuating wildly and geopolitical risk is rising — all in a sector where cost synergies are tough to achieve. Shareholders also remember all too keenly the mistakes of the past, such as Rio’s disastrous $38 billion purchase of Alcan Inc. in 2007. And where Rio and Glencore have struggled to add scale, so too has BHP Group, the world’s largest mining company. It made multiple failed approaches for Anglo American Plc only for its target to find itself a differ...

Mawson Infrastructure Group ( MIGI ) shares fell 12% premarket on Friday after it reported preliminary results for the fourth quarter and full-year 2025. The company expects a 79% year-on-year decline in Q4 revenue to $3.2M (vs. $5.3M consensus estimate ) and a net loss of around $15.8M compared with $4.5M in Q4/2024. For full-year 2025, revenue is expected to fall 33% Y/Y to ~$39.8M (vs. $34M consensus estimate), while net loss is expected to improve to ~$23.8M compared with $46.3M for 2024. The company attributed the improvement to a reduction in operating and non-operating expenses. Source: Press Release More on Mawson Infrastructure Group Seeking Alpha’s Quant Rating on Mawson Infrastructure Group Historical earnings data for Mawson Infrastructure Group Financial information for Mawson Infrastructure Group

US stocks are set to recover as some confidence in the AI trade returns, but investors are still grappling with whether high spending and valuations are justified. (Source: Bloomberg)