格隆汇2月5日｜乌克兰总统泽连斯基表示，乌克兰的西方国家伙伴必须准备好向俄罗斯施压，并为基辅提供保障。

格隆汇2月5日｜乌克兰总统泽连斯基表示，谈判必须带来真正的和平，而不能为俄罗斯继续发动战争提供机会。

格隆汇2月5日｜乌克兰总统泽连斯基在最新一轮三方会谈开始后表示，乌克兰期待进行一次囚犯交换。

Microsoft Corporation (MSFT): A bull case theory MSN

格隆汇2月5日｜一项调查显示，由于动荡局势导致委内瑞拉的石油出口受阻，以及其他成员国开始实施为期三个月的冻结增产措施，欧佩克的原油产量在上个月有所下降。据调查，欧佩克1月的日均石油产量为2883万桶，较前一个月减少了23万桶/日。其中约三分之一的降幅是由委内瑞拉造成的，该国在领导人马杜罗遭抓获期间，油轮受到美国封锁。与此同时，其他几个欧佩克成员国的石油产量略有下降，该组织及其盟友开始实施暂停增产措施，旨在抵消第一季度季节性需求放缓的影响。调查显示，阿联酋和伊拉克均小幅削减了产量。

The UK could reap greater benefits from a €90bn (£78bn) EU loan for Ukraine, if it agrees to help pay the cost of borrowing, after European countries signed off long-awaited financial aid for Kyiv. British firms could have greater opportunities to supply defence equipment to Ukraine funded by the loan, if the government agrees a “fair” contribution towards EU borrowing costs. Senior EU diplomats meeting on Wednesday approved a long-awaited loan for Ukraine, which includes the new element of a more open door towards the UK. The UK clause, including requirement for British financial contribution, had been approved by Monday, according to three diplomatic sources. EU member states, however, will need to hold further talks on how to include the UK, including agreeing a list of products that could be procured from British suppliers. The decision comes after the UK prime minister, Keir Starmer, signalled he would like to reopen talks with the EU on a defence pact. Negotiations to join the EU’s €150bn Security Action for Europe (Safe) programme collapsed last year. As the current Safe scheme progresses without the UK, the loan for Kyiv offers a more immediate way for the EU and UK to find rapprochement on defence. The loan is a crucial lifeline for Ukraine, which has been enduring months of brutal Russian attacks damaging its energy and heating systems, leaving people in the cold and dark, while the country is in the grip of a bitterly cold winter. EU leaders last year agreed to lend Ukraine the money to fill a critical funding gap in 2026 and 2027, as Kyiv risks running out of money to fund its defence, pay public servants and pensions. The loan will be funded by borrowing on capital markets, secured against unused spending in the EU budget. EU leaders alighted on this solution, after disagreeing over the alternative of securing the loan against Russia’s frozen assets. Under the plan, €60bn is earmarked for Ukraine’s defence and €30bn for general budget support. The EU ha...

創辦近150年的美國《華盛頓郵報》，宣布裁減三分之一員工。 《華盛頓郵報》總編輯默里周三透過視像會議向員工宣布大規模裁員安排，但沒有披露多少員工受影響，外界估計有數百人被炒掉。報社將縮減體育部、國際新聞部、駐海外記者人手，並且關閉圖書部門、暫停Podcast節目。新聞編輯團隊將重整架構，聚焦美國本土新聞及國家安全議題，並向每名員工發電郵，通知對方是否裁減對象。 亞馬遜創辦人貝索斯自2013年起接管報社，有輿論指他要求評論版由自由派，轉為保守風格，是導致流失客戶的原因之一。有前執行主編稱，這是《華郵》最黑暗一天。

1、气氛火爆的交锋。 听证会现场有时变得非常激烈，尤其是在开场质询环节。众议院金融服务委员会首席民主党议员麦克辛·沃特斯一度要求贝森特“闭嘴”，而来自纽约州的民主党人格雷格·米克斯则指责贝森特充当特朗普总统的“走狗”。 2、美联储的独立性问题。 当被问及总统是否可以因政策分歧而撤换美联储理事时，贝森特拒绝明确划定界限。他表示自己并非律师，政府需要等待最高法院对这类法律问题做出最终裁决。 3、捍卫“亲增长”议程。 贝森特为特朗普政府的政策议程辩解，称其核心在于“构建平行繁荣，开创一个华尔街与实体经济（Main Street）共同增长的经济扩张时代”。同时，他批评了过去的监管行为，称其为“应激式监管，而非预防危机的监管”。 4、住房负担能力与房地美、房利美（两房）。 在住房负担能力方面，贝森特夸赞抵押贷款证券（MBS）相对于国债的溢价已处于多年来的最低点，并指出美国10年期国债收益率在去年有所下降。他还暗示，政府仍在考虑结束对房利美和房地美的政府接管状态。 5、强势美元与比特币立场。 贝森特发表了支持强势美元的言论，包括：“我们始终支持强势美元政策。”这与他一贯的立场相符，其言论发表后美元汇率波动不大。 此外，部分共和党人希望贝森特通过出售美国部分黄金储备来购买比特币。但在被问及财政部是否有能力“救助比特币”时，贝森特表示他没有权力动用税收购买比特币。不过，他评价拜登政府对加密货币的政策是“毁灭性的”。

Shares of hair-restoration drug developer Veradermics Inc. more than doubled in the company’s trading debut after it raised $256.3 million in an initial public offering. The Longitude Capital-backed company’s stock jumped 124%, trading at $38.02 as of 1:35 p.m. in New York, above its IPO price of $17 apiece. Trading was halted shortly after due to high volatility. Veradermics sold about 15 million shares at $17 each after marketing them for $14 to $16 each. The IPO finished double-digits oversubscribed for the upsized amount of available shares, according to people familiar with the matter. The trading gives the New Haven, Connecticut-based firm a market value of about $1.3 billion based on the outstanding shares listed in an earlier filing. Wellington Management had indicated interest in purchasing as much as $30 million in shares at the IPO price, according to the filings. Eli Lilly & Co. also indicated it would take as much as 4.9% of the biotech’s outstanding shares. Founded in 2019, the late clinical-stage firm is developing its lead therapy to treat mild-to-moderate pattern hair loss, according to its filing. Veradermics’ experimental non-hormonal hair loss treatment is in late stage trials. Veradermics reported a net loss of $48 million for the nine months ended Sept. 30, compared with a net loss of $21 million a year earlier, according to the filing. The offering was led by Jefferies Financial Group Inc. , Leerink Partners , Citigroup Inc . and Cantor Fitzgerald . The company’s shares traded on the New York Stock Exchange under the symbol MANE.

We could do with this game being more entertaining than last night’s overly mannered offering at the Emirates. Like Arsenal, in their first cup final for six years, will care about anyone’s opinion of that. Still, here we are, and the chances of high drama aren’t great, seeing Newcastle are two goals down and away at Manchester City, who Eddie Howe has faced 20 times in his managerial career and lost on 17 of those occasions. But his side did notch a rare win over City three months ago, and Newcastle have knocked them out of the League Cup twice in the last 11 seasons, so there is precedent to clutch at, albeit in straw form. This could be over quite quickly, though if the Toon score first, well, then, let’s see. Kick-off is at 8pm GMT. It, like the VAR at the semi-final stage of this competition, is on.

AMD stock price slides nearly 17% as AI-chip outlook disappoints; Nvidia and Super Micro in focus TechStock²

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. The “Toll Booth” Operator of the AI Energy Boom It owns critical nuclear energy infrastructure assets , positioning it at the heart of America’s next-generation power strategy. , positioning it at the heart of America’s next-generation power strategy. It’s one of the only global companies capable ...

The father of a toddler who was abused by a nursery worker in a “sadistic” campaign of cruelty says he is “upset and frustrated” that the worker is to be deported to Poland on Thursday, less than five months into an eight-year sentence. Roksana Lecka, a Polish national, was convicted last June of 21 counts of child cruelty, after a jury at Kingston upon Thames crown court in London found she had smacked, punched, pinched and kicked children aged between 18 months and two years while working at two London nurseries in 2023 and 2024. Sentencing Lecka in September to eight years in prison, Judge Plaschkes KC said she had committed acts of “gratuitous violence” and described her conduct as “sadistic”. Despite her lengthy sentence, family members of the victims were told last week that Lecka would be deported to Poland on Thursday under the government’s early removal scheme for foreign offenders. The scheme does not require criminals to serve the remainder of their sentence in the second country, meaning Lecka will walk free. The father told the Guardian that, after feeling some relief from the sentencing that the matter was closed and the family could move on, it was “upsetting and frustrating” to learn of Lecka’s imminent deportation. “All the work that was done, the public money that was spent, the trauma of sitting through the trial, seeing all the evidence – now all of that seems a bit pointless, because the actual sentence is not being served.” As well as their personal upset, he said he and other victims’ families were worried that the nursery worker could harm other children in Poland. “Lecka was refused bail on multiple occasions during her period in pre-trial custody, identified as a flight risk and a risk to the public,” he said. “The concern was she would flee to Poland … but now, after all this time, pain, the vast expense and emotional trauma of the investigation, trial and sentencing, we effectively end up at the same point. All we have as victims is the v...

The debacle of last summer, when Keir Starmer caved in over welfare reforms after promised concessions failed to convince his mutinous backbenchers, was viewed as a low point for his government. Now, amazingly, it has happened all over again. If the repetition of history was not already enough, with the ructions over releasing government documents about Peter Mandelson, once again Starmer has a certain Angela Rayner to thank, in part, for digging him out of a political hole. With welfare reform it was the then-deputy prime minister who bluntly told Downing Street that their offering to Labour MPs was not enough to prevent a likely Commons defeat, prompting No 10 to drop the bulk of the plans. On Wednesday, Rayner was a key voice advocating that the intelligence and security committee (ISC) should vet the Mandelson files, not No 10, a decision eventually adopted by the government in its amendment to a Conservative motion. To add to the parallels, another leading figure to push for the ISC compromise was Meg Hillier, senior Labour backbencher and one of the leaders of the welfare rebellion. There are differences. The welfare plans were months in the making, and a key plank of the government’s programme. The chaos over what Starmer did or did not know about Mandelson before making him ambassador to Washington was, instead, a result of US authorities releasing new files about Jeffrey Epstein and his associates. But the consequences are the same: a weakened Downing Street, and Labour MPs increasingly aware of both their own power and the sheer fallibility of Starmer and the team around him. And as with welfare, this is a crisis delayed, not removed. While MPs’ emotions can often be as infectious and overwrought as a boarding school in exam season, the reaction among many Labour backbenchers to No 10’s misjudgement over Mandelson was genuinely furious, a mood not helped by the obvious glee and success with which the Conservatives seized on the issue. It was the Tories’ de...

Jim Cramer on Intel: "I Think That the Negativity Was Way Overdone Here" Finviz

Amazon (AMZN) will report fourth-quarter financial results tomorrow, Thursday, Feb. 5. The tech giant has delivered strong revenue performances through the first three quarters of 2025, and the upcoming quarter could continue that trend. Amazon’s Q4 top line is expected to benefit from solid momentum across its three key businesses: e-commerce, cloud, and advertising. That said, investors haven’t rewarded AMZN stock despite its steady performance. Amazon stock is down by over 6% in three months. Moreover, it has remained roughly flat over the past year. Thus, AMZN’s 14-day Relative Strength Index is 51.3, below the 70 level typically associated with overbought conditions. This suggests the stock has room to move higher. At the same time, options traders are pricing in a post-earnings move of about 6.7% in either direction for contracts expiring Feb. 6. That is roughly in line with Amazon’s average move of roughly 6.3% after earnings over the past four quarters. Investors should note that Amazon shares have climbed 9.6% following the Q3 earnings report. Amazon’s Q4: Here’s What to Expect Amazon could impress with its Q4 performance. The company could deliver strong top-line growth in the fourth quarter, driven by solid momentum in retail sales, strength in cloud business, and continued expansion of the fast-growing advertising unit. For Q4, Amazon has guided net sales to a range of $206 billion to $213 billion. At the midpoint of $209.5 billion, that would represent year-over-year (YoY) growth of roughly 11.6%. This steady top-line expansion reflects the company’s ability to attract shoppers through competitive pricing, an unmatched product selection, and delivery speeds that continue to set the standard in e-commerce. A major driver of Amazon’s growth story remains Amazon Web Services (AWS), its profitable cloud computing division. In the third quarter, AWS generated $33 billion in revenue, up 20.2% from the prior year and faster than the previous quarter's growth r...

Amazon (AMZN) will report fourth-quarter financial results tomorrow, Thursday, Feb. 5. The tech giant has delivered strong revenue performances through the first three quarters of 2025, and the upcoming quarter could continue that trend. Amazon’s Q4 top line is expected to benefit from solid momentum across its three key businesses: e-commerce, cloud, and advertising. More News from Barchart That said, investors haven’t rewarded AMZN stock despite its steady performance. Amazon stock is down by over 6% in three months. Moreover, it has remained roughly flat over the past year. Thus, AMZN’s 14-day Relative Strength Index is 51.3, below the 70 level typically associated with overbought conditions. This suggests the stock has room to move higher. At the same time, options traders are pricing in a post-earnings move of about 6.7% in either direction for contracts expiring Feb. 6. That is roughly in line with Amazon’s average move of roughly 6.3% after earnings over the past four quarters. Investors should note that Amazon shares have climbed 9.6% following the Q3 earnings report. www.barchart.com Amazon’s Q4: Here’s What to Expect Amazon could impress with its Q4 performance. The company could deliver strong top-line growth in the fourth quarter, driven by solid momentum in retail sales, strength in cloud business, and continued expansion of the fast-growing advertising unit. For Q4, Amazon has guided net sales to a range of $206 billion to $213 billion. At the midpoint of $209.5 billion, that would represent year-over-year (YoY) growth of roughly 11.6%. This steady top-line expansion reflects the company’s ability to attract shoppers through competitive pricing, an unmatched product selection, and delivery speeds that continue to set the standard in e-commerce. A major driver of Amazon’s growth story remains Amazon Web Services (AWS), its profitable cloud computing division. In the third quarter, AWS generated $33 billion in revenue, up 20.2% from the prior year and fa...

It's no accident this stock has beaten gold over one-year, three-year, five-year, and 10-year periods. If a gold stock has outperformed gold's 90% gain over the last year, I'm interested. If it's also outperformed gold over the last five years, returning 221% to gold's 187%, I'm wondering if it's a durable trend. And if the company has returned 4,153% since going public in 2005, compared to gold's 1,012% rise in that time frame, my only question is if that outperformance can continue. Even more striking, the company in question achieved this feat with just 44 full-time employees, which means that last quarter, it brought in $35 million in gross profit per full-time employee. It doesn't operate any precious metals mines, which can be risky and expensive. It even pays a dividend, which, while not enormous with its yield of 0.43%, is still something that no precious metal investment provides. So, how does this company do it? And can this continue? Here's what the numbers say. Up to 80% discounts on precious metals The company featured here is Wheaton Precious Metals (WPM 0.14%), a Vancouver-based precious metals company that has never mined a single ounce of gold or silver. Instead, this $60 billion company operates through a business model known as streaming, in which it provides upfront financing to mining projects in return for the right to buy a portion of the mine's future output at a discounted price. For instance, last September the company inked a deal with Hemlo Mining in which it provided $300 million in financing in return for the right to buy 10.13% of its gold output, up to a limit of 136,000 ounces of payable gold, with Wheaton Precious Metals paying just 20% of gold's spot price. After the first 136,000 ounces of gold have been sold at this 80% discount, the company then has another "dropdown threshold" with the right to buy 6.75% of payable gold until 118,000 ounces have been delivered. After that, Wheaton Precious Metals will have the right to buy 4.5%...

MathieuLphoto/iStock via Getty Images Investment Thesis At current prices, I rate NNN REIT a Hold. The company continues to exhibit conservative balance sheet management, stable tenant cash flows, and one of the longest dividend growth records in the net lease sector. However, while these attributes support downside resilience, they do not currently provide a sufficient margin of safety to justify new capital deployment. The key distinction between NNN and peers such as Realty Income is not leverage or business quality, but how risk is distributed across the capital structure. NNN operates with a lower credit rating, yet offsets that disadvantage through exceptionally long debt duration and a more conservative payout ratio. This trade-off improves interest rate insulation but leaves less room for error should operating fundamentals deteriorate. In other words, NNN is not mispriced due to hidden weakness, nor is it undervalued due to overlooked strength. The stock reflects a rational pricing of competing risks. At current levels, that balance supports a Hold rating rather than a compelling entry point. The Yield Gap A reader corrected my Realty Income piece. Fair enough—accuracy matters, and I appreciate the feedback. But here's the real question worth exploring: Why does NNN trade at a higher yield than Realty Income when both companies operate the same business model with nearly identical leverage? Tenant mix and scale certainly matter, but the yield gap is primarily explained by a structural credit trade-off that deserves closer examination. NNN is rated BBB+ by S&P, while Realty Income carries an A- rating. That single-notch difference means NNN sits two steps above the BBB- cliff. The BBB- cliff is where mandate-constrained investors can become forced sellers and intensify downside pressure during periods of stress. Realty Income, by contrast, has three steps of cushion before reaching that threshold. One notch may sound trivial, but it represents how the market...

sankai/iStock via Getty Images Goldman Sachs projects AI capital expenditure from major tech companies will surge 65% this year, significantly outpacing the consensus estimate of 40% growth. Brook Dane, co-head of public tech investing at Goldman Sachs Asset Management, said Meta ( META ), Alphabet/Google ( GOOGL ), ( GOOG ), Microsoft ( MSFT ), Amazon ( AMZN ), and OpenAI ( OPENAI ) are all committing massive resources to advance AI capabilities, creating notable investment opportunities in the hardware infrastructure space. During an interview with CNBC, Dane emphasized that the AI industry remains in its infancy. “We’re still super early in the buildout of AI, and that has implications for both the hardware infrastructure pieces of things and the software stack,” he said. While hardware investments accelerate, Dane characterized the software market as being in an “awkward period” where investors are indiscriminately selling positions despite improving AI models and the coming wave of agentic technology. “The market has taken the first approach of just saying, get me out of everything. We think that’s the wrong answer,” he said, adding that his team sees opportunities to buy companies that will emerge from the current volatility in stronger positions. Among the software names Dane highlighted are Snowflake ( SNOW ) and MongoDB ( MDB ), both of which support the data ecosystem essential for AI development. He noted that these companies benefit from consumption-based pricing rather than seat-based models, meaning their revenue grows as enterprises use and process more data to train and tune AI models. Dane also pointed to opportunities in industrial applications, specifically citing Samsara ( IOT ) as an example of a company embedding AI into its core product for fleet management and telematics clients. By offering capabilities like predictive maintenance and safety training, such companies can upsell and cross-sell to their existing customer base at an accelerated ...

EschCollection Regional bank stocks' gains have outpaced the banking sector and the S&P 500 Index in the past month as investors rotate away from the megacap bank stocks, likely bolstered by optimism for continued consolidation in the sector. The KBW Nasdaq Regional Banking Index ( KRX ) climbed 10% in the past month, compared with the KBW Nasdaq Bank Index's ( BKX ) 1.7% increase and the S&P 500's -0.1% slip. Regional bank stocks' strength continued on Wednesday. KRX gained 1.7% in afternoon trading, compared with BKX's 0.8% rise and the S&P 500's ( SPX ) 0.8% dip. Wednesday's gains come after Webster Financial ( WBS ) agreed to be acquired by Banco Santander ( SAN ) in a $12B deal. That comes after Fifth Third Bancorp ( FITB ) completed its $10.9B acquisition of Comerica on Monday, the same day that Huntington Bancshares ( HBAN ) closed on its $7B purchase of Cadence Bank. Late last month, Prosperity Bancshares ( PB ) agreed to acquire Stellar Bancorp ( STEL ) in a deal valued at ~$2B. "I think Webster Financial is the start of a domino effect," Wells Fargo analyst Mike Mayo said in an interview with Seeking Alpha. "I think it's the acquisition and deregulatory environment that's driving most of the change." "The expectations and the actual consolidation in the sector" have produced "a new era for bank consolidation," he added. He sees a "sweet spot for certainly the next eight months before the midterms, where you have a very unique window for bank mergers." As a result, he sees the potential for the greatest number of bank mergers in a decade or more. "Mergers are back for midcap banks," he said, adding that it's the "greatest change in regulation in a generation." Furthermore, "scale is more important than it's ever been before." For example, for a bank of Webster Financial's ( WBS ) size, it would take a decade and a half of total expenses to equal the amount that JPMorgan Chase ( JPM ) spends on tech alone in a single year, Mayo said. Among the stronger-perfo...

By Saqib Iqbal Ahmed NEW YORK, Feb 4 (Reuters) - The software sector's deepening selloff on Wednesday failed to lure bargain hunters, with the dip-buying reflex that has rescued countless ​tech routs conspicuously absent. After a broad selloff on Tuesday that saw the S&P 500 ‌software and services index fall nearly 4%, the sector slipped another 1% on Wednesday, down for a sixth-straight session, extending ‌a decline that has shifted from AI optimism to disruption fears. Unlike other recent market slides, where investors have been quick to snap up battered shares, the worst selloff in the sector since 2022, when rising rates hammered software stocks, invited few buyers. "In general, our customers have not been as eager to ⁠buy dips in software as they ‌are for precious metals and semis," Steve Sosnick, chief strategist at Interactive Brokers, said. "While it’s possible that our clients are buying dips in software, it is ‍by no means in the forefront of their activity," he said. Options traders also showed a lack of appetite for scooping up the battered software names. "Software continues to trade heavy, and the options flow remains overwhelmingly defensive," ​Chris Murphy, co-head of derivative strategy at Susquehanna Financial, noting defensive activity in the options on ‌iShares Expanded Tech-Software Sector ETF and ARK Innovation ETF. IGV shares were down 3%, while the ARKK ETF fell nearly 7%. "In IGV and ARKK, we’ve seen traders pressing downside exposure rather than stepping in with dip-buying interest," Murphy said. In general, the tone in software remains defensive, Murphy said. Interactive Brokers' Sosnick said Microsoft, while not purely a software company, was one notable exception to the generally ⁠bearish tone in the sector, with the company drawing buyers. ​Microsoft shares, down about 15% since the company reported ​results on January 28, were up about 1% on Wednesday. Still, short sellers, who aim to sell borrowed shares to buy them back at a profit, ...

STORY: Amazon plans to use AI to speed up the process of making movies and TV shows, even as Hollywood fears AI will lead to job cuts and permanently reshape the industry. Reuters has learned exclusively that Amazon is planning to launch a closed beta program for AI-driven filmmaking tools in March, inviting industry partners to test the AI tools, and expects to have results to share by May. Amazon's AI Studio will fast-track certain processes to make TV shows and movies more efficiently in the face of spiraling production budgets. That includes improving character consistency across shots, and integrating AI with industry-standard creative tools. The initiative is being led by veteran entertainment executive and AI Studio chief Albert Cheng, who described it as a "startup" operating under the "two pizza team" philosophy of Amazon founder Jeff Bezos - which means keeping the group small enough to be fed by two pizzas. Cheng told Reuters that while he "fundamentally" believes AI can accelerate innovation, it won't replace the "unique aspects" that humans bring to the creative process. The move to adopt AI comes as A-list actors like Emily Blunt have expressed fears about its rise — specifically, creations like AI actress Tilly Norwood making their jobs obsolete.

NoDerog/iStock Unreleased via Getty Images Introduction The last time I covered Colgate-Palmolive ( CL ), I said that “ The Pullback Makes This Dividend King More Attractive ” given their strong brands, resilient financials, and Dividend King status, with the stock returning a nearly 20% return less than a month after covering it and significantly outperforming the S&P 500's roughly flat return. Although the opportunity is less attractive now, I maintain my Buy rating on CL, as the company is now entering into its next 5-year plan, being able to leverage their strong core brands and still develop, especially after returning record cash flow from operations in Q4 and advancing their buyback program. Internal Developments Colgate-Palmolive IR Colgate-Palmolive's Q4 earnings beat the market’s expectations , with strong performance in Europe and emerging markets, slightly offset by the Asia Pacific region in terms of profits, while the revenue was up 5.9%, thanks especially to the very strong performance in Latin America (+6.5%) and Africa/Eurasia (+10.3%), helped by a mix of pricing, FX gains, and slight volume improvements. Colgate-Palmolive IR CL reported a solid FCF in 2025, reaching $3.63 billion, which is well above my previous conservative estimation of $3.14 billion after a stronger fourth quarter, with relatively flat CAPEX and a solid increase in cash flow from operations to $4.198 billion, which was a record. Colgate-Palmolive IR As for the guidance, CL sees a solid 2% to 6% increase in net sales (a wider range than normal due to the persisting global uncertainty), including a low-single-digit increase thanks to FX, while organic sales would grow by 1% to 4%, including the 20 bps negative effect of their exit from the private label pet food business announced before. 2026 also marks the beginning of their new 2030 strategy, after the 2025 strategy added $5 billion in sales, aiming at leveraging their strong brands, accelerating their investments in innovation...

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This live blog is refreshed periodically throughout the day with the latest updates from the market.To find the latest Stock Market Today threads, click here. Happy Wednesday. This is TheStreet’s Stock Market Today for Feb. 4, 2026. You can follow the latest updates on the ...