格隆汇2月6日｜美国总统特朗普计划于当地时间周四推出一个药房网站，让人们能够直接购买处方药。白宫新闻秘书莱维特在社交平台上发文称，总统将于当地时间晚上7 点在白宫举办一场活动，以推出这个名为“TrumpRX”的网站。该网站旨在让顾客能够直接从制药企业购买某些药品，无需使用保险，并且能以特朗普政府协商确定的折扣价购得这些药品。不过，莱维特并未透露该网站具体何时会正式上线。

格隆汇2月6日｜阿根廷方面表示，已与特朗普政府签署了贸易与投资协议，这兑现了总统米莱承诺的开放南美经济的诺言。该国外长在周四的一篇社交媒体帖子中称，两国已签署了协议，但未透露协议的具体内容。此前，两国于去年11月达成了一项框架协议，协议要求阿根廷在历史上具有保护主义色彩的经济方面做出多项让步，而美国则同意取消对部分药品产品和“稀缺自然资源”的对等关税。

nazarethman/E+ via Getty Images I like picks-and-shovels plays on larger secular themes, and Silicon Motion Technology Corporation ( SIMO ) and its memory controllers look like a good picks-and-shovels type of play on a memory super-cycle driven by not only well-publicized data center/AI demand for memory but also the expansion of more advanced memory into personal devices and industrial products like cars. SIMO’s leverage to this trend is no secret, and the shares are up more than 135% over the past year. Even so, and acknowledging the cyclical risks that go with elevated memory demand, I believe I can make an argument that the shares still offer reasonably priced exposure to this growth market, or at least reasonable in a market where many other DC/AI plays trade at 30-40 times earnings or more. Another Strong Quarter And Guide SIMO came through with another strong quarterly performance , and guidance for the next quarter was likewise strong, as robust memory demand intersects with strong market performance and share gains. Revenue rose 46% year over year and 15% quarter over quarter, beating by about 7%. Regrettably, management here only provides ranges of segment performance, with SSD controllers up 35%-40% yoy and 25%-30% qoq, SSD Solutions up 110%-115% yoy and 125%-130% qoq, and eMMC+UFS controllers up 50%-55% yoy and 0%-5% qoq. Non-GAAP gross margin improved 320 bp yoy and 50 bp qoq to 49.2%, beating by about 10 bp. Non-GAAP operating income rose 70% yoy and 40% qoq, beating by 6%, with margin up almost three points yoy and 350 bp qoq to 19.3%. I want to note that some analysts use GAAP numbers, while others use non-GAAP, and I believe the published sell-side average numbers are meant to be the non-GAAP figures. At a minimum, the stock price reaction to earnings/guidance doesn't suggest a miss. While a seasonal drop-off in the first quarter has been normal in SIMO’s past, that’s not the case this time around. Management guided to Q1 revenue up 80% yoy and 5%-...

Anthropic is updating its AI model, Claude Opus 4.6, to carry out financial research, days after the company's push into legal services rattled the stocks of legacy software makers. Bloomberg's Shirin Ghaffary reports. (Source: Bloomberg)

Never miss an episode. Follow The Big Take daily podcast today. Shares of Novo Nordisk were down Thursday morning after Hims & Hers introduced a compounded version of its Wegovy pill. The dip came two days after Novo predicted its sales could drop as much as 13% this year as the company factors in competition from generic drugs that could crop up as its patents expire around the world. On today’s Big Take podcast, Bloomberg reporters Naomi Kresge and Amber Tong talk to host David Gura about the year ahead for weight-loss drugs, from compounded products cutting into leading companies’ market share to generics that could upend the market globally. Read more: Generic Ozempic Makers Are Coming to Upend the Obesity Market Further listening: Welcome To Ozempictown, USA (No, It’s Not Hollywood) Cheap Ozempic Copycats Are Everywhere. Are They Safe? Listen and follow The Big Take on Apple Podcasts , Spotify or wherever you get your podcasts. Terminal clients: click here to subscribe. This episode was produced by: David Fox, Rachael Lewis-Krisky; Editors: Aaron Edwards; Fact-checker: Eleanor Harrison-Dengate; Sound Design/Engineer: Alex Sugiura; Senior Producer: Naomi Shavin; Senior Editor: Elisabeth Ponsot; Deputy Executive Producer: Julia Weaver; Executive Producer: Nicole Beemsterboer.

Agus Dwi Wahyu Diana Putra/iStock via Getty Images Over the summer I believed that shares o f Flowco ( FLOC ) r epresented a very interesting setup. The provider of resilient and sticky revenues to oil well optimization services has seen shares come down substantially since the IPO, trading at a reasonable mid-teens earnings multiple. Despite the sluggish oil price environment, last summer's levels provided an opportunity as well. Even as sales came in under some pressure, Flowco demonstrated real margin gains, with profits furthermore aided by cheaper debt. The company started 2026 with a substantial and appealing acquisition, both in the form of the valuation multiple paid and technologies added, making me still upbeat here. Perspective Flowco went public a little over a year ago, with the business going public in January of last year. The company provides products, claiming to cover the entire lifecycle of every oil well, with specific solutions including that of artificial lift and methane abatement solutions. Such services are typically used to maximize output and profitability over the lifetime of the well, with various lifts, vapor recovery units, gas lifts, etc. The business operated more than 4,000 active systems (at the time), often used by shale oil producers. This follows the rapid production decline rates of these wells as well as lower-pressure wells, which require such solutions to produce at all. With insufficient pressure being artificially solved, this tells me that such services are not discretionary, creating more sticky revenues than perhaps believed, but analyzing the business was not easy. After all, Flowco has eventually become the outcome of the merger of three firms: Estis, FPS, and Flogistix, creating a murky history in terms of recent financials. The business went public at $24 but quickly fell to the high teens over the summer as the business posted first-quarter sales at $192 million, up six million on a sequential basis. Adjusted EBITD...

ORACLE CORPORATION (ORCL) INVESTOR ALERT Investors With GlobeNewswire

The powerhouse financial stock hasn't looked all that mighty lately. Across 2025, American Express (AXP +0.29%) stock convincingly outperformed the broader market, rising by almost 25% compared with the S&P 500 index's 16% gain. Early in the new year, however, that dynamic was flipped, with Amex stock going negative and the index bumping slightly higher. The big change was President Donald Trump's rather-out-of-the-blue demand to set a 10% cap on the interest rates credit card issuers charge their customers. Since Amex is a massive issuer, investors became spooked about the potential damage to the company. I think this was an overreaction, and the market's sell-off makes it a bargain. Berkshire Hathaway was a big buyer It's no accident that Amex has been a foundational holding in the equity portfolio of Warren Buffett's Berkshire Hathaway for decades. The celebrated investor -- who stepped down from Berkshire Hathaway recently -- has always liked a moat, and he favors companies that not only post high margins year after year but also manage to grow at admirable rates. Amex checks all those boxes. And its Centurion Card (aka the Black Card) has been considered the ultimate credit product for many years. That, married with the company's always competitive Membership Rewards loyalty program, gives Amex a very defensible moat, even in the crowded credit card business. Additionally, Amex distinguishes itself from card giants Mastercard and Visa by being a "closed loop" company. This means it is both the issuer of the credit denoted by its plastic and the processor of transactions made with it. Mastercard and Visa are "open loop" operators, meaning they operate only as processors. Since Amex is the sole issuer in the trio, it is the most vulnerable to a sudden imposition of an interest rate cap. Expand NYSE : AXP American Express Today's Change ( 0.29 %) $ 1.01 Current Price $ 354.68 Key Data Points Market Cap $244B Day's Range $ 348.41 - $ 357.20 52wk Range $ 220.43 - $ ...

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Welcome back to Soundbite. Good news update: my car has escaped its ice encapsulation. Today, Sirius XM Holdings Inc. shared its annual earnings and provided an update on how its effort to merge podcasts with satellite radio has been going. Plus, Spotify Technology SA makes some audiobooks-related announcements. If you appreciate this kind of work, please support it and subscribe . Reach me through email . Up first, here’s what I’m reading and writing this week. More streamers are getting in on licensing podcasts. Hulu announced it’ll soon start streaming We’re Here to Help , a comedy advice show. Episodes will premiere a day earlier than they do on podcast apps and YouTube. This critically differs from the deals Netflix Inc. has been making in that the episodes will remain on YouTube. The Washington Post laid off about a third of its staff, including the team that made its daily Post Reports podcast. Really awful stuff. My colleague Hannah Miller covered the cuts . Netflix will live stream the first concert back in more than three years by K-pop phenomenon BTS. My colleague Thomas Buckley broke news on the appointment of Josh D’Amaro as the next chief executive officer of Walt Disney Co. and profiled him , talking to old friends and tracing his story back to high school. The difficult podcast-to-satellite-radio transition By most measures, SiriusXM’s move into podcasting has been going well. The company, now armed with an armada of top programs like SmartLess , Call Her Daddy and The Mel Robbins Podcast , became the No. 1 network by reach this past year, according to Edison Research . While reporting earnings today, the company shared that podcast ad revenue grew 41% for the full year. Still, the journey, years in the making, hasn’t been all rosy. Part of the impetus for SiriusXM to focus on podcasts came as a result of shrinking users on Pandora, its internet radio service, and on its core satellite-radio offering. Podcasters, with their younger, loyal audiences, ...

Image source: The Motley Fool. Thursday, February 5, 2026 at 2 p.m. ET Call participants President and Chief Executive Officer — Nicole Kivisto Chief Financial Officer and Treasurer — Jason L. Vollmer Need a quote from a Motley Fool analyst? Email [email protected] Takeaways 2025 Income from Continuing Operations -- $191.4 million, or $0.93 per diluted share, increased from $181.1 million, or $0.88 per diluted share, in 2024. -- $191.4 million, or $0.93 per diluted share, increased from $181.1 million, or $0.88 per diluted share, in 2024. Electric Utility Segment Earnings -- $64.9 million, down from $74.8 million, with higher retail sales and volumes offset by increased operation and maintenance costs, primarily from payroll, contract services, software, and insurance. -- $64.9 million, down from $74.8 million, with higher retail sales and volumes offset by increased operation and maintenance costs, primarily from payroll, contract services, software, and insurance. Natural Gas Utility Segment Earnings -- $56.1 million, a 19.6% increase over $46.9 million, driven by rate relief in several jurisdictions and higher retail sales revenue, partially offset by higher insurance, payroll, and software expenses. -- $56.1 million, a 19.6% increase over $46.9 million, driven by rate relief in several jurisdictions and higher retail sales revenue, partially offset by higher insurance, payroll, and software expenses. Pipeline Segment Earnings -- $68.2 million, a record, up from $68.0 million, primarily due to expansion projects and short-term firm contracts, but partly offset by increased operation and maintenance expenses, higher depreciation, property taxes, and absence of $2.7 million in prior-year one-time items. -- $68.2 million, a record, up from $68.0 million, primarily due to expansion projects and short-term firm contracts, but partly offset by increased operation and maintenance expenses, higher depreciation, property taxes, and absence of $2.7 million in prior-year on...

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愛潑斯坦案｜挪威前首相涉貪而受查 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】挪威前首相亞格蘭捲入淫媒富商愛潑斯坦案涉貪受查。 挪威警方經濟犯罪組指根據美國最新披露的愛潑斯坦案文件，懷疑75歲的亞格蘭干犯嚴重貪污罪，正調查他擔任諾貝爾委員會主席和歐洲委員會秘書長期間有沒有收受禮物、貸款及旅遊款待。外相艾德將會向歐洲委員會提交草案，撤銷對亞格蘭的司法豁免權，亞格蘭的代表律師說會全力配合調查。亞格蘭1996至1997年出任首相，2009年起十年間任職歐洲委員會秘書長，期間亦兼任諾貝爾委員會主席。

Earnings Call Insights: Regal Rexnord Corporation (RRX) Q4 2025 Management View CEO Louis Pinkham reported that Regal Rexnord delivered solid fourth quarter performance, ending the year with strong momentum. Pinkham stated, "We saw tremendous order strength and a backlog exiting 2025 up 50% versus prior year giving us extremely positive momentum as we begin 2026." Orders on a daily basis were up 53.8% versus prior year, and book-to-bill was 1.48. The company booked approximately $735 million in e-Pod solution orders for its Data Center business. Pinkham highlighted, "As part of the new Regal Rexnord, what was a $30 million power management business 5 years ago and a $120 million business today, has a defined path to roughly $1 billion in sales over the next 2 years." Pinkham emphasized growth in Discrete Automation (orders up 9%), Aerospace and Defense (orders up 21%), and IPS (orders up over 3%). Excluding e-Pods, enterprise orders grew 2.7% in the quarter. Sales were up 2.9% organically. AMC grew over 15% organically, while PES experienced weakness due to residential HVAC market headwinds. Pinkham announced the CEO search is ongoing: "The Board Search Committee has been working diligently and our process is progressing as expected. We will update you as new information becomes available." CFO Robert Rehard stated, "Sales in the fourth quarter were up 15.2% versus the prior year period on an organic basis, which was ahead of our expectations. The performance reflects broad-based growth but with particular strength in data center, in Aerospace and Defense and in Discrete Automation." Rehard also noted headwinds in rare earth magnet availability but stated, "our plans to secure alternative sources of supply are on track." Outlook The company guided for 2026 sales growth of roughly 3%, with 1 to 1.5 points from the large data center project and approximately 1.5 points from price, mainly tariff related. Outside of data center, volume growth is expected to be roughly f...

Source: Bloomberg, 0:00

格隆汇2月6日｜Anthropic法律服务工具引发的软件股大跌尚未平息，该公司周四又发布了其最强人工智能(AI)模型的新版本，主要用于执行金融研究。该公司称，这款名为Claude Opus 4.6的版本能够检视企业数据、监管备案文件和市场信息，并生成详细的金融分析报告，通常这类工作通常需要人工耗时数天才能完成。此外，Opus 4.6还将提升一系列其他办公功能，包括制作电子表格和演示文稿，以及软件开发。该消息发布后，金融服务公司股价应声下跌，FactSet Research Systems Inc.跌幅一度高达10%，标普全球、穆迪和纳斯达克股价也均大幅走低。

Key Points Cameco’s mining business is growing again as uranium prices rise. NuScale’s modular SMRs are making it easier to build smaller nuclear power plants. Both stocks could soar as the nuclear market expands. 10 stocks we like better than Cameco › Back in 2011, the Fukushima disaster drove many countries to rein in their nuclear expansion plans. That slowdown, which lasted for about a decade, crushed many nuclear energy stocks. Yet over the past few years, the nuclear energy market has recovered as the power-hungry cloud and AI markets expanded, companies launched safer, more advanced reactors, and countries launched new decarbonization initiatives. 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 » According to the International Atomic Energy Agency (IAEA), the world's nuclear capacity could still expand by up to 2.6 times from 2024 to 2050 -- so it might be the right time to accumulate two of the industry's most promising stocks: Cameco (NYSE: CCJ) and NuScale (NYSE: SMR). Cameco Cameco is the world's second-largest uranium miner. It operates uranium mines and mills across Canada, the U.S., and Kazakhstan. Cameco struggled as uranium's spot price dropped from a peak of $136 per pound in June 2007 to $18 per pound in November 2016. However, its price has risen back to $94 per pound as of this writing, and Citi expects it to climb to at least $100 this year. As those prices rise, Cameco is restarting its idled mines to meet that demand. It also partnered with Brookfield Asset Management (NYSE: BAM) to acquire Westinghouse Electric, a leading nuclear power plant designer and builder, in 2023. Its 49% stake in that company will diversify its top line away from its core mining business and volatile uranium prices. From 2024 to 2027, analysts expect its revenue and EPS to grow at CAGRs of 9% and 91%...

格隆汇2月6日｜加拿大央行行长麦克勒姆：与美国这个竞争对手相比，加拿大企业对新技术的投资既不够多也不够快，这损害了我们的竞争地位。

The BBC spoke to the stars of Wuthering Heights, Margot Robbie and Jacob Elordi, and singer Charli XCX, who created the film's soundtrack, at its UK premiere.

Exclusive: Hims offers cheapest GLP-1 weight-loss pill in US in a shock to Novo, Lilly Reuters

Oli Scarff/Getty Images News BP ( BP ) is searching for a partner to help increase production and share some costs at the Kirkuk oil field, and a process to identify potential investors is underway, Bloomberg reported Thursday. The Kirkuk development contract signed last year is a key part of BP's ( BP ) efforts to boost earnings; media reports pointed to annual costs of ~$1B over the course of the 25-year contract, which covers development of the Baba and Avanah domes of the Kirkuk oil field and three adjacent deposits. The Middle East is one of BP's ( BP ) top-producing regions; in addition to Kirkuk, one of the Middle East's oldest fields, BP cooperates in running Iraq's biggest field, Rumaila, in the south of the country. BP's ( BP ) plan to nearly double Kirkuk’s production capacity plays into Iraq's ambition to raise its overall oil and gas output capacity to more than 6M bbl/day by 2029. More on BP BP: Castrol Sale And Implications BP Selling A 65% Stake In Castrol Could Be A Great Move All Weather Portfolio: BP Fits Better Than XLE

(RTTNews) - The major European stock markets closed in the red on Thursday following the interest rate decision and commentary from the European Central Bank. The markets were mixed and little changed in morning trade but turned lower after the ECB's announcement. The central bank left interest rates unchanged for a fifth policy session in a row as expected, but the outlook warned of a challenging global economy pressured by ongoing trade wars and geopolitical conflicts. The Governing Council, led by ECB President Christine Lagarde, held the benchmark interest rate - the deposit rate, steady at 2 percent. The refinancing rate was retained at 2.15 percent and the marginal lending rate at 2.40 percent. The bank expects inflation in the euro area to stabilize at its 2.00 percent target in the medium term. The continued rotation out of technology stocks added to the negative sentiment. Germany's DAX sank 111.98 points or 0.46 percent to finish at 24,491, while the FTSE in London dropped 93.12 points or 0.90 percent to close at 10,309.22 and the CAC 40 in France fell 23.99 points or 0.29 percent to end at 8,23817. In Germany, Deutsche Bank tumbled 3.94 percent, while Volkswagen slumped 3.68 percent, Deutsche Borse rallied 3.50 percent, Infineon Technologies jumped 2.73 percent, Siemens Energy dropped 1.72 percent, Heidelberg Materials sank 1.55 percent, Deutsche Telekom advanced 0.72 percent, Vonovia added 0.36 percent and Deutsche Post dipped 0.16 percent. In London, Entain plummeted 4.81 percent, while Vodafone plunged 4.68 percent, Shell tanked 3.40 percent, Prudential tumbled 3.29 percent, Experian jumped 2.95 percent, Autotrader retreated 2.63 percent, Compass Group declined 1.94 percent, Centrica slumped 1.60 percent, British American Tobacco climbed 1.36 percent, Rightmove dropped 1.20 percent and Rolls-Royce lost 0.82 percent. In France, Credit Agricole tanked 2.50 percent, while Legrand spiked 2.48 percent, Engie contracted 2.04 percent, Societe Generale gave up...

Source: Bloomberg, 5:17

Investor excitement around artificial intelligence (AI) has been sky-high over the past year, lifting a wide range of stocks. And among the biggest beneficiaries is Teradyne (TER), a semiconductor testing and robotics company that has quietly become a major AI winner. The company’s shares have surged by well over 100% in the past year, powered by strong demand tied directly to the AI boom. Although Teradyne operates behind the scenes, it still plays a crucial role in the AI supply chain. The company makes sophisticated equipment used to test semiconductors and electronic circuits, exactly the kind of components found in today’s high-performance AI chips. That places Teradyne in a favorable position, with momentum across multiple fast-growing AI chip categories, including both compute and memory. Now, the stock is back in the spotlight thanks to its latest blockbuster fourth-quarter earnings results published this month. The results revealed remarkable growth, easily beating Wall Street estimates. The company said this performance was driven by “strong AI-related demand in compute and memory” and backed that up with solid forward guidance. As AI data centers continue popping up across the country, demand is rising for the advanced testing solutions Teradyne provides. So, with the stock already up massively and attention building again after these results, does Teradyne still have room to run from here? About Teradyne Stock Founded in 1960 and based in Massachusetts, Teradyne develops automated test equipment and advanced robotics systems used across the tech and industrial landscape. Its semiconductor and electronics testing tools help manufacturers ensure their products meet stringent performance and reliability standards. Beyond testing, Teradyne operates a growing robotics business that includes collaborative robots designed to work safely alongside people, as well as mobile robots that assist with manufacturing and warehouse tasks. Together, these businesses plac...

Calls to halt UK Palantir contracts grow amid ‘lack of transparency’ over deals The Guardian