格隆汇2月5日｜Alphabet(GOOGL.O)2025年Q4谷歌云收入176.6亿美元。

高通Q1营收122.5亿美元，市场预期121.65亿美元，上年同期116.7亿美元。

Levi Strauss & Co. ( LEVI ) rallied on Wednesday after Jefferies started off coverage on the apparel stock with a Buy rating. Analyst Blake Anderson and his team pointed to the transformation by Levi Strauss ( LEVI ) into the direct-to-consumer channel, which is seen as providing it greater pricing, inventory, and innovation control. It was also noted that tops (29% of sales) and the women's business (39% of sales) are growing to help drive double-digit growth and support Levi Strauss ( LEVI ) being a true lifestyle brand. "We are encouraged by premiumization, which should foster continued AUR growth," added Anderson. The firm set a price target of $25 on Levi Strauss ( LEVI ). Shares piled up a 4.6% gain on Wednesday to close at $20.32. More on Levi Strauss Levi Strauss: Organic Growth And A Healthy Dividend Levi Strauss & Co. (LEVI) Q4 2025 Earnings Call Transcript Levi Strauss: Focus On Core Brand Will Pay Off Levi Strauss projects 4%-5% organic net revenue growth for 2026 as DTC momentum accelerates Levi Strauss tops estimates on denim and yoga strength

Allegiant Travel Company press release ( ALGT ): Q4 adjusted airline-only diluted earnings per share of $2.72 Revenue of $656.2M (+4.5% Y/Y) beats by $9.8M . Shares +3.14% . The below guidance is for Allegiant on a stand-alone basis and excludes any contribution from our planned acquisition of Sun Country First quarter 2026 guidance System ASMs - year over year change (~5.7%) Scheduled service ASMs - year over year change (~5.7%) Fuel cost per gallon $ 2.60 Adjusted operating margin (1) 12.0% to 15.0% Adjusted earnings per share (1) $2.50 to $3.50 Full-year 2026 guidance System ASMs - year over year change (~0.5%) Scheduled service ASMs - year over year change (~0.5%) Fuel cost per gallon ~$2.50 Interest expense (2) (millions) $125 to $135 Capitalized interest (2) (millions) ($10) to ($20) Interest income (millions) $25 to $35 Tax rate 23 % Share count (thousands) 18,200 Adjusted earnings per share (1) > $8.00 Full-year CAPEX Aircraft-related capital expenditures (3) (millions) $570 to $590 Capitalized deferred heavy maintenance (millions) $80 to $90 Other capital expenditures (millions) $80 to $90 Recurring principal payments (4) (millions) (full year) $135 to $145 Click to enlarge More on Allegiant Travel Company Allegiant Travel Company (ALGT) Sun Country Airlines Holdings, Inc. - M&A Call - Slideshow Allegiant Travel Company (ALGT) M&A Call Transcript Allegiant Travel: The Sunseeker Exit Clears The Runway For Takeoff Allegiant Travel Company Q4 2025 Earnings Preview A new era of airline consolidation may have kicked off with Allegiant buying Sun Country

FormFactor press release ( FORM ): Q4 Non-GAAP EPS of $0.46 beats by $0.11 . Revenue of $215.1M (+13.5% Y/Y) beats by $4.5M . For the first quarter ending March 29, 2026, FormFactor is providing the following outlook*: GAAP Reconciling Items** Non-GAAP Revenue $225 million +/- $5 million — $225 million +/- $5 million Gross margin 34% +/- 1.5% $26 million 45% +/- 1.5% Net income per diluted share $0.11 +/- $0.04 $0.34 $0.45 +/- $0.04 Click to enlarge More on FormFactor FormFactor Q4 Preview: Riding The Memory Shortage Wave FormFactor, Inc. (FORM) Presents at UBS Global Technology and AI Conference 2025 Transcript FormFactor, Inc. 2025 Q3 - Results - Earnings Call Presentation FormFactor Q4 2025 Earnings Preview FormFactor falls amid new short call at Hedgeye

Sam Altman (X): First, the good part of the Anthropic ads: they are funny, and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we won’t do exactly this; we would obviously never run ads in the way Anthropic depicts them. We are not stupid and we know our users would reject that. I guess it’s on brand for Anthropic doublespeak to use a deceptive ad to critique theoretical deceptive ads that aren’t real, but a Super Bowl ad is not where I would expect it. More importantly, we believe everyone deserves to use AI and are committed to free access, because we believe access creates agency. More Texans use ChatGPT for free than total people use Claude in the US, so we have a differently-shaped problem than they do. (If you want to pay for ChatGPT Plus or Pro, we don’t show you ads.) Anthropic serves an expensive product to rich people. We are glad they do that and we are doing that too, but we also feel strongly that we need to bring AI to billions of people who can’t pay for subscriptions. Maybe even more importantly: Anthropic wants to control what people do with AI—they block companies they don’t like from using their coding product (including us), they want to write the rules themselves for what people can and can’t use AI for, and now they also want to tell other companies what their business models can be. We are committed to broad, democratic decision making in addition to access. We are also committed to building the most resilient ecosystem for advanced AI. We care a great deal about safe, broadly beneficial AGI, and we know the only way to get there is to work with the world to prepare. One authoritarian company won’t get us there on their own, to say nothing of the other obvious risks. It is a dark path. As for our Super Bowl ad: it’s about builders, and how anyone can now build anything. We are enjoying watching so many people switch to Codex. There have now been 500,000 app downl...

葡萄牙盃 四強首回合 杜連斯作客1比1逼和法菲 【有線新聞】葡萄牙盃四強首回合，杜連斯作客1比1逼和法菲。 紅藍衫杜連斯的角球攻勢，艾斯華杜的頭槌被撲到中柱，這支甲組球隊，被低一級的法菲43分鐘攻破大門，祖奧奧利華拉頂入。換邊後，法菲門將走出禁區撞跌對手，直接領紅牌。 杜連斯立即把握罰球機會，文奴爾普素59分鐘追平，角度刁鑽，射人牆旁邊，中柱彈入。尾段兩隊都要踢少一個，古斯甸拿被逐離場，比數維持1比1，次回合四月舉行。

谷歌母公司Alphabet四季度营收1138.3亿美元，分析师预期1114亿美元。 四季度剔除流量获取成本（ex-tac）的营收972.3亿美元，分析师预期951.7亿美元。 四季度谷歌广告营收822.8亿美元，分析师预期808.9亿美元。 四季度谷歌云营收176.6亿美元，分析师预期162亿美元。 四季度谷歌搜索和其他营收630.7亿美元，分析师预期613.7亿美元。 四季度谷歌服务营收958.6亿美元，分析师预期949亿美元。 四季度YouTube广告营收113.8亿美元，分析师预期117.8亿美元。 四季度谷歌云营收176.6亿美元，分析师预期162亿美元。 四季度运营利润359.3亿美元，分析师预期369.5亿美元。 四季度资本开支914.5亿美元，分析师预期281.7亿美元。 四季度大模型Gemini月活用户数（MAU）超过7.5亿，之前一个季度超过6.50亿。 预计2026年资本开支1750亿-1850亿美元，分析师预期1195亿美元。 谷歌A美股盘后重挫7.5%，英伟达涨1%，博通涨5%。

格隆汇2月5日｜Alphabet(GOOGL.O)2025年Q4营收1138.28亿美元，市场预期1113.75亿美元，上年同期964.7亿美元。

Qualcomm press release ( QCOM ): Q1 Non-GAAP EPS of $3.50 beats by $0.10 . Revenue of $12.3B (+5.4% Y/Y) beats by $140M . Shares -3% . More on Qualcomm Qualcomm Looks Cheap: The Next Guidance Could Make It Way Cheaper Qualcomm: Ignored Personal AI Boom Qualcomm: Underperforming Its Peers But Still Warrants Positive Attention Apple call provides insight into non-AI memory market: Kuo Qualcomm Q1 Earnings Preview: Handset headwinds, data center commentary in focus

文章提及标的 纳斯达克 -- 纳斯达克（NDAQ）中国金龙指数收跌1.95%，热门中概股普跌。

The iShares Bitcoin Trust is the largest spot bitcoin ETF, but is there a better option out there? iShares Bitcoin Trust ETF (NASDAQ:IBIT) and Fidelity Wise Origin Bitcoin Fund (NYSEMKT:FBTC) both deliver pure-play bitcoin exposure with identical expense ratios, but differ in assets under management, trading statistics, and subtle variations in historical performance and risk. Both iShares Bitcoin Trust ETF and Fidelity Wise Origin Bitcoin Fund are designed for investors seeking straightforward access to bitcoin price performance through traditional brokerage accounts, avoiding the technical and custody challenges of holding cryptocurrency directly. This comparison highlights the practical differences that may matter most for those weighing these two leading spot bitcoin ETFs. Snapshot (cost & size) Metric IBIT FBTC Issuer IShares Fidelity Expense ratio 0.25% 0.25% 1-yr return (as of 2026-01-30) (20.5%) (20.4%) AUM $64.8 billion $17.7 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year weekly returns. The 1-yr return represents total return over the trailing 12 months. Both funds are priced at 0.25% annually, making them more affordable than most actively managed vehicles targeting alternative assets. With no dividend or yield offered by either ETF, cost efficiency is the primary differentiator on fees. Performance & risk comparison Metric IBIT FBTC Max drawdown (2 y) (33.38%) (33.28%) Growth of $1,000 over 2 years $1,954 $1,961 What's inside Fidelity Wise Origin Bitcoin Fund is a straightforward vehicle for bitcoin exposure, holding 99.98% of assets in Bitcoin (XBTUSD) and the remainder in net other assets. Sector allocation is not reported, but with just two holdings and over two years on the market, the fund is focused exclusively on tracking bitcoin’s price. There are no notable quirks or leverage resets, and the fund does not track a named index. iShares Bitcoin Trust ETF is even more concentrated, with 100% of its ...

RENO, Nev., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Monarch Casino & Resort, Inc. (Nasdaq: MCRI) (“Monarch” or “the Company”) today reported record operating results for the fourth quarter and full year ended December 31, 2025, as summarized below: ($ in thousands, except per share data and percentages) Three Months Ended December 31, Twelve Months Ended December 31, 2025 2024 Increase 2025 2024 Increase Net revenue $140,003 $134,513 4.1 % $545,125 $522,186 4.4 % Net income 22,944(1) 4,211(2) 444.9 % 101,392(1) 72,769(2) 39.3 % Adjusted EBITDA(3) $51,805 $47,280 9.6 % $199,073 $180,394 10.4 % Basic EPS $1.27 $0.23 452.2 % $5.55 $3.91 41.9 % Diluted EPS $1.25(1) $0.22(2) 468.2 % $5.43(1) $3.84(2) 41.4 % (1) For the fourth quarter and year ended December 31, 2025 Net income was negatively impacted by $7.0 million and $8.2 million, respectively, resulting in a Diluted EPS impact of $0.30 and $0.36, respectively, from the following: $2.75 million, or $0.12 per diluted EPS, from accrued interest expense relating to the principal judgment on the litigation between the Company and Monarch Black Hawk’s general contractor, PCL Construction Services, Inc.; $0.4 million, or $0.01 per diluted EPS for the quarter and $1.6 million, or $0.07 per diluted EPS for the year, from higher legal and consulting costs relating to the litigation with Monarch Black Hawk’s general contractor PCL Construction Services, Inc. and the Company’s ongoing appeal of the related judgment; $3.9 million, or $0.17 per diluted EPS, from accrual for other litigation expenses. (2) In the fourth quarter and year ended December 31, 2024 Net Income and Diluted EPS were negatively impacted by $27.6 million, or $1.14 per diluted EPS, of accrued loss relating to the principal judgment on the litigation between the Company and the Monarch Black Hawk’s general contractor, PCL Construction Services, Inc. (3) Definitions, disclosures and reconciliations of non-GAAP financial information are included later in the release. C...

格隆汇2月5日｜高通(QCOM.O)盘后财报发布后下跌1.6%。

高通第一财季调整后营收122.5亿美元，分析师预期122亿美元。

DKB EUROPA FDS INH.ANL (DKEA.MU) 表現記錄 Yahoo 財經

President and CEO of Qualcomm Cristiano Amon delivers a speech at the Web Summit at Parque das Nacoes in Lisbon, on November 12, 2024. Qualcomm reported fiscal first-quarter earnings on Wednesday that beat expectations, but the company's forecast came up short because of the global memory shortage. Shares sank following the release. Here's how the chipmaker did versus LSEG consensus estimates: EPS : $3.50, adjusted, versus $3.41 expected : $3.50, adjusted, versus $3.41 expected Revenue: $12.25 billion, versus $12.21 billion expected In the current quarter, Qualcomm said it expected adjusted earnings per share between $2.45 and $2.65 on revenue between $10.2 billion and $11 billion. Analysts polled by LSEG were expecting $11.11 billion in sales and earnings of $2.89 per share. Qualcomm executives said in an interview that the shortfall in guidance was directly related to the global memory shortage. Big orders for data center memory are taking production capacity for memory for smartphones and other devices. The company's smartphone customers, who buy their own memory and pair it with Qualcomm's processors and modems, are closely watching their purchases and inventories and adjusting them based on the availability of memory. Qualcomm finance chief Akash Palkhiwala said that the guidance gap versus consensus estimates was driven by the memory issue. "We're starting to see that memory is going to define the size of the mobile market," Qualcomm CEO Cristiano Amon said in an interview. Amon added that handset demand remains high, and the smartphone market is going through an upgrade cycle, but he said Qualcomm anticipates issues with smartphone supply.

Qualcomm stock sinks as memory shortage drags on forecast CNBC

格隆汇2月5日｜高通(QCOM.O)：近期手机市场前景受到全行业内存供应短缺的影响。

Earnings Call Insights: Equinor ASA (EQNR) Q4 2025 Management View Anders Opedal, President & CEO, emphasized that "2025 was a year of strong deliveries, but it was also a year of increased geopolitical tension and market uncertainty." Opedal detailed three main messages: Equinor is "well positioned for maximizing long-term shareholder value," is taking "firm actions to strengthen free cash flow" by reducing CapEx outlook by $4 billion and maintaining cost discipline, and is developing an "attractive portfolio, delivering oil and gas production growth." He stated, "We have delivered $9 billion in capital distribution to our shareholders, as we said at the start of the year." Opedal noted that Empire Wind, despite legal and regulatory challenges, is "over 60% complete" with CapEx now expected at $7.5 billion and $3 billion remaining. He said, "The project qualifies for tax credits as decided by the U.S. Congress. The cash effect of these is expected to be around $2.5 billion." He highlighted the creation of Adura, a joint venture with Shell, and the divestment of onshore assets in Argentina for $1.1 billion, stating these moves unlock capital for high-value opportunities and support a "more future-proof international portfolio." Torgrim Reitan, Executive VP & CFO, stated, "2025 was a good year for Equinor. We delivered strong performance and record high production." Reitan reiterated, "Our highest priority will be to deliver a robust and a growing cash dividend, in line with our dividend policy, and this reflects growth in our long-term underlying earnings." Outlook Management guided for production growth of around 3% in 2026, ramping up new fields to offset divestments and decline. Opedal said, "We grow our production to even higher levels in 2026 from a record high production level in 2025." Cash flow from operations after tax is expected to be around $16 billion in 2026 and $18 billion in 2027, reflecting a lower price outlook and tax effects. CapEx guidance is $1...

Clearfield press release ( CLFD ): Q1 GAAP EPS of -$0.04 beats by $0.02 . Revenue of $34.3M (-3.4% Y/Y) beats by $2.6M . More on Clearfield Clearfield: Not A Perfect Setup, But A Better One Than The Market Thinks Clearfield, Inc. (CLFD) Q4 2025 Earnings Call Transcript Clearfield Q1 2026 Earnings Preview Clearfield outlines $160M-$170M fiscal 2026 sales target following Nestor divestiture and new product launches Seeking Alpha’s Quant Rating on Clearfield

Earnings Call Insights: Kennametal Inc. (KMT) Q2 2026 Management View Sanjay Chowbey, President and CEO, opened the call highlighting substantial progress in strategic growth initiatives, particularly in Infrastructure and Metal Cutting. He noted, "The Infrastructure team secured significant mining orders in Earthworks from key distributors in Asia Pacific and EMEA. Both wins were a direct result of our team's efforts with those customers to deliver high-quality technical support and superior product performance." He also stated, "We won projects that continue to advance our growth focus on Aerospace and Defense," and called attention to innovative solutions in General Engineering. Chowbey indicated, "We also implemented pricing actions in response to rising tungsten costs, which are at historically high levels. We remain confident in our ability to price for the rising tungsten costs and in our ability to offset the impact." He reported $8 million in restructuring savings for the quarter and confirmed ongoing manufacturing consolidation efforts, with some plans extending into fiscal 2027. Chowbey further outlined, "Year-over-year, sales increased 10% organically. That's our second consecutive quarter of organic growth and reflects price realization, buy ahead and continued modest relief from the broad market weakness." Patrick Watson, CFO, stated, "Sales were up 10% year-over-year, with an organic increase of 10% and a favorable foreign currency exchange of 1%. The divestiture we concluded last year also had a negative 1% effect." He added, "Adjusted earnings per share were $0.47 in the quarter versus $0.25 in the prior year period." Outlook The company now expects FY '26 sales to be between $2.19 billion and $2.25 billion, with volume ranging from flat to positive 3%. Watson stated, "Net price and tariff surcharge combined of approximately 11% and we anticipate an approximate 2% tailwind from foreign exchange." Adjusted EPS for FY '26 is now projected in the range...

Barclays keeps an overweight rating on Meta Platforms, Inc. (META) MSN

格隆汇2月5日｜高通(QCOM.O)2026财年第二季度营收展望为102-110亿美元，市场预期111.2亿美元。

小米集團(01810.HK)回購430萬股 涉資1.46億元 AASTOCKS.com

小米集團(01810.HK)回購430萬股 涉資1.46億元 AASTOCKS.com

A US House committee with oversight of NASA unanimously passed a "reauthorization" act for the space agency on Wednesday. The legislation must still be approved by the full House before being sent to the Senate, which may take up consideration later this month. Congress passes such reauthorization bills every couple of years, providing the space agency with a general sense of the direction legislators want to see NASA go. They are distinct from appropriations bills, which provide actual funding for specific programs, but nonetheless play an important role in establishing space policy. There weren't any huge surprises in the legislation, but there were some interesting amendments. Most notably among these was the Amendment No. 01 , offered by the chair of the Committee on Science, Space, and Technology, Rep. Brian Babin (R-Texas), as well as its ranking member, Zoe Lofgren (D-Calif.), and three other legislators. Read full article Comments

WILMINGTON, Mass., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Symbotic Inc. (Nasdaq: SYM), a leader in A.I.-enabled robotics technology for the supply chain, announced financial results for its first quarter of fiscal year 2026, which ended on December 27, 2025. Symbotic reported revenue of $630 million, up 29% year-over-year, and net income of $13 million, compared with a net loss of $17 million in the first quarter of fiscal year 2025. Adjusted EBITDA1 reached $67 million, up significantly from $18 million in the first quarter of fiscal year 2025. Cash and cash equivalents totaled $1.8 billion at the end of the first quarter of fiscal year 2026, reflecting a $574 million increase from the prior quarter, which includes $424 million of net proceeds from a follow-on offering. “We are off to a strong start this fiscal year,” said Rick Cohen, Symbotic Chairman and Chief Executive Officer. “Our operational execution and product innovation are yielding tangible economic benefits for both our customers and us.” “We delivered continued growth with profitability that exceeded our expectations driven by stronger margins,” said Izzy Martins, Symbotic Chief Financial Officer. “Looking ahead, we see a solid growth profile supported by rising deployments and expanding profitability.” OUTLOOK For the second quarter of fiscal 2026, Symbotic expects revenue of $650 million to $670 million, and adjusted EBITDA2 of $70 million to $75 million. WEBCAST INFORMATION Symbotic will host a webcast today at 5:00 pm ET to discuss its first quarter fiscal year 2026 results. The webcast link is: https://edge.media-server.com/mmc/go/Symbotic-Q1-2026 . ABOUT SYMBOTIC Symbotic is an automation technology leader reimagining the supply chain with its end-to-end, A.I.-powered robotic and software platform. Symbotic reinvents the warehouse as a strategic asset for the world’s largest retail, wholesale, and food & beverage companies. Applying next-generation technology, high-density storage and machine learning...

BASSETT, Va., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Bassett Furniture Industries, Inc. (Nasdaq: BSET) reported today its results of operations for its fourth quarter ended November 29, 2025. Q4 Consolidated Business Highlights : [FY 25 vs. FY 24, unless otherwise specified] Revenues increased 5.1% from the prior year quarter. Excluding sales from Noa Home Inc., which closed in late 2024, consolidated revenues increased 6.4%. Operating income was $2.3 million or 2.6% of sales as compared to operating income of $0.9 million or 1.1% of sales for the prior year quarter. Excluding the asset impairment charge of $0.5 million in the current year quarter, operating income would have been $2.8 million or 3.2% of sales. Excluding the loss on the realization of cumulative translation adjustments associated with Noa Home Inc. of $1.0 million and the restructuring charge of $0.4 million in the prior year quarter, operating income would have been $2.3 million or 2.8% of prior year sales. Gross margin of 56.3% represented a 30-basis point decrease over the prior year primarily due to lower margins in the retail business, partially offset by improved margins in the wholesale business. Selling, general and administrative expenses were 53.2% of sales, 60 basis points lower than the prior year, reflecting benefits from the prior year restructuring plan and on-going cost containment activities coupled with greater leverage of fixed costs from higher sales levels. Diluted earnings per share was $0.18 as compared to $0.38 per share in the prior year period. The prior year period included a $2.6 million tax benefit related to the capital loss associated with our cumulative investment in Noa Home Inc. in 2022. Excluding this tax benefit, the prior year earnings per share would have been $0.08. Generated $7.8 million in operating cash flow. Fiscal 2025 Fourth Quarter Overview (Dollars in millions) Sales Operating Income (Loss) 4th Quarter Dollar % 4th Quarter % of 4th Quarter % of 2025 2024 Cha...