Source: Bloomberg, 5:14

Source: Bloomberg, 10:42

格隆汇2月4日｜哥伦比亚总统佩特罗：已请美国总统特朗普斡旋与厄瓜多尔总统诺沃亚在贸易和毒品问题上的争端。

Roman Tiraspolsky/iStock Editorial via Getty Images Blackstone ( BX ) President and Chief Operating Officer John Gray said Tuesday he sees "disruption risk" in the private credit sector. Speaking at the WSJ Invest Live event, Gray pointed to an accelerating pace of change from AI and other technological advancements that could ultimately weigh on company values and business models. "I don't view this as a private credit or liquid credit issue...it's the change happening in the economy," he said. "There's so much focus today on bubbles; when you have so much transformative change there will be misallocations of capital," he said , as quoted by the Wall Street Journal . He emphasized that private credit remains healthy, as "the difference between the headlines and the reality we see in our portfolio is quite stark." Market participants have become more cautious after stress cases tied to First Brands and other recent blowups, as well as concerns that AI could undermine private fund managers' holdings in software firms. Amid those jitters, alternative investing giants saw their stocks drop this year, with Blackstone ( BX ) shares dropping 13% YTD, along with Apollo Global Management ( APO ) -13%, KKR ( KKR ) -19% and Ares Management ( ARES ) -20%. More on Blackstone Blackstone: Trump's Home Buying Ban Is Noise (Rating Upgrade) Blackstone Inc. (BX) Q4 2025 Earnings Call Transcript Blackstone's BREIT: Private Equity Outperformance Is Not What It Appears Blackstone drops for the eighth straight session Blackstone is said to consider selling Interplex’s $1 billion ICT unit - report

Available for over a year Today, the Metropolitan Police has launched a criminal investigation into Peter Mandelson after new files released seemed to suggest he had passed sensitive government information to Jeffrey Epstein. Lord Mandelson has resigned from the House of Lords following the latest revelations, though he retains the right to use the title of Lord. The government say they are moving to draft legislation that will strip him of his title and the opposition are expected to try and force the government to release papers relating to Mandelson’s hiring as US ambassador. Adam and Chris are joined by Dominic Casciani, BBC home affairs correspondent and senior royal correspondent Daniela Relph who has the latest on seeming revelations about Sarah Ferguson. You can now listen to Newscast on a smart speaker. If you want to listen, just say "Ask BBC Sounds to play Newscast”. It works on most smart speakers. You can join our Newscast online community here: https://bbc.in/newscastdiscord Get in touch with Newscast by emailing newscast@bbc.co.uk or send us a WhatsApp on +44 0330 123 9480. New episodes released every day. If you're in the UK, for more News and Current Affairs podcasts from the BBC, listen on BBC Sounds: https://bbc.in/4guXgXd Newscast brings you daily analysis of the latest political news stories from the BBC. The presenter was Adam Fleming. It was made by Anna Harris with Shiler Mahmoudi and Chloe Scannapieco. The social producer was Joe Wilkinson. The technical producer was Mike Regaard. The assistant editor is Chris Gray. The senior news editor is Sam Bonham. Programme Website

Thomas Bullock/iStock via Getty Images Pentair ( PNR ) shares plunged as much as 11% on Tuesday after the water solutions company reported a sharp sales decline in its Water Solutions segment and outlined restructuring moves in its residential business, overshadowing a narrow revenue beat and adjusted earnings that topped expectations. Fourth-quarter sales were $1.021 billion, up 5%, edging past analysts’ estimates of $1.007 billion. Adjusted earnings came in at $1.18 a share, beating the Wall Street consensus estimate of $1.16. Earnings and margins Net income slipped to about $161 million, or $0.98 a share, below the consensus estimate of $1.09, from roughly $163 million, or $0.99 a share, a year earlier. Operating income rose 5% to $205 million, while return on sales was flat at 20.1%. On an adjusted basis, margins improved as adjusted return on sales expanded 90 basis points to 24.7%. Business mix and restructuring concerns Investors appeared focused on weaker performance in the water solutions segment, where fourth-quarter sales declined 10% and segment income fell 12%. Pentair ( PNR ) also announced changes to its executive structure aimed at better aligning its residential flow and water solutions businesses with distribution channels, a move that signaled ongoing restructuring pressures in parts of the residential portfolio. Cash flow and capital returns For the full year, Pentair ( PNR ) generated $815 million in operating cash flow and $748 million in free cash flow. The company repurchased $225 million of stock in 2025 and extended its dividend growth streak to 50 consecutive years. 2026 outlook Pentair ( PNR ) introduced 2026 GAAP earnings guidance of about $4.94 to $5.09 a share and adjusted earnings guidance of roughly $5.25 to $5.40 a share, compared with a consensus estimate of $5.37. The company expects full-year sales growth of about 3% to 4%, a forecast that some investors viewed as conservative given recent margin gains. More on Pentair Pentair pl...

Key Points Critical Minerals rose in line with other mining stocks today, especially miners for rare earths. The sector rose after the White House announced "Project Vault." Project Vault aims to expand the variety and amount of minerals the U.S. government will purchase for its stockpile, adding to global demand. 10 stocks we like better than Critical Metals › Shares of rare-earth and lithium miner Critical Minerals Corporation (NASDAQ: CRML) rallied 12.4% on Tuesday as of 2:05 p.m. EDT. The move was all the more impressive as the broader market indexes were largely down severely. Critical Minerals was up and to the right along with other mining stocks today, after the Trump Administration's Department of the Interior disclosed that it would expand the focus of "Project Vault," which aims to stockpile critical materials. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Critical Minerals is a Greenland-focused rare-earth company Critical Minerals Corp. is a subsidiary of European Lithium Limited. It has significant interests in the Wolfsberg Lithium Project in Southwest Austria and the Tanbreez Project, a rare-earth mining project in Greenland. That's why the stock benefited when the White House disclosed "Project Vault" yesterday, while elaborating on the new initiative today. Under Project Vault, the Department of the Interior will expand its stockpiles set aside for national defense to include more quantities and a greater variety of critical materials for American businesses in case of shortages. The list of over 50 critical minerals includes both rare-earth and lithium. And while Critical Minerals Corp. is incorporated in the British Virgin Islands and a subsidiary of a European company, the U.S. could very well buy some of its output when its projects come to fruition. At the very least, having the U.S. government purchase incremental amounts of these metals will increase ove...

Key Points Gartner's stock plunged despite beating Wall Street's Q4 estimates on both revenue and earnings. Management's 2026 guidance came in well below analyst expectations, inspiring today's sell-off. Investors may want to watch from the sidelines until Gartner demonstrates a turnaround. 10 stocks we like better than Gartner › Shares of research and advisory specialist Gartner (NYSE: IT) plunged on Tuesday, following a strong earnings report. Wait, what? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Yep, Gartner beat Wall Street's estimates on both the top and bottom lines, but the stock still took a beating after the report due to disappointing guidance. Gartner's shares opened Tuesday's trading session 31.2% lower. By 2:15 p.m. ET, it had recovered slightly to a 21.6% decline from Monday's close. Solid earnings, bad vibes Let's start with the reported financials. Gartner's Q4 2025 revenue rose 2% year over year, landing at $1.75 billion. That's right in line with the consensus analyst view. Further down the income statement, adjusted earnings fell 28% to $3.94 per diluted share. Here, the Street view had called for $3.51 per share. So the fourth quarter wasn't terrible. Looking ahead, Gartner's management expects 2026 sales of at least $6.46 billion, which would be 0.6% below the full-year 2025 result. Uh-oh. Adjusted earnings were aimed at $12.30 per share for the next year. That's 6.6% below the $13.17 per share Gartner collected in 2025. As of this writing, the analyst consensus calls for full-year 2026 earnings of roughly $13.48 per share on revenues near $6.7 billion. There's your answer. Gartner's stock fell due to gloomy management projections. So why isn't this a buying opportunity? At this point, Gartner's stock has dropped 71% in 52 weeks. The stock trades at deep-discount valuation ratios such as 13.8 times trailing earnings or ...

格隆汇2月4日｜网络状况监测网站DownDetector：用户报告显示OpenAI出现问题。

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Palantir’s revenue forecast that beat Wall Street expectations, sending its shares up. Plus, Disney Chairman James Gorman discusses the company’s decision to appoint its parks chief Josh D'Amaro as the next CEO. And Elon Musk confirms plans to combine SpaceX and xAI in a deal valuing the merged entity at $1.25 trillion. (Source: Bloomberg)

Disney Taps Parks Chief to Be CEO, Palantir Gives Strong Sales Outlook | Bloomberg Tech 2/3/2026 Bloomberg

Key Points Shopify's shares soared last year on strong financial performances. The stock is down this year, partly due to valuation. Shopify's growth prospects may justify its valuation. 10 stocks we like better than Shopify › It's barely a full month into 2026, but there have already been significant price movements for some notable stocks on equity markets. Take Shopify (NASDAQ: SHOP), an e-commerce leader that crushed the market last year. Things aren't starting so well this time around, with the company's shares already down 16%. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Despite this poor performance, there are good reasons to invest in Shopify for the long haul. The underlying business is strong Shopify's performance in 2025 was no fluke. The company's financial results were strong throughout the year. In the third quarter, revenue jumped by a solid 32% year over year to $2.8 billion, driven by 32% growth in gross merchandise volume, which reached $92 billion for the period. Importantly, Shopify has made significant strides toward profitability. The company's net income declined year over year in the third quarter due to the impact of an equity investment, but it is profitable over the trailing 12 months. So, Shopify is doing well overall. But the company's shares seem overvalued. Shopify is trading at 75.7 times forward earnings, which seems too high by almost any standard, especially compared to the sector average of 26.3. Let's take a closer look Shopify's business is going strong. That likely won't stop anytime soon. The company is a leader in its niche of the e-commerce market, helping merchants build online storefronts and providing a wide range of services to make running an e-commerce business as simple and seamless as possible. Shopify has found significant success, and with retail still growing, the company should ride that w...

北都｜李鎮強倡藉Labubu、哪吒推廣 甯漢豪指會建「核心展廳」招商引資 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】​發展局去年煞停在灣仔興建北都介紹展館計劃，改為在北都不同新發展區社區聯絡中心作宣傳推廣。發展局局長甯漢豪說仍會於北都建立「核心展廳」，以便向投資者介紹，為北都招商引資，有議員建議加入以Labubu等IP介紹北都。 李鎮強：「如何利用現有IP（知識產權），例如Labubu或哪吒等，將這些變成動畫模式，或者帶入多媒體中，如YouTube、微博、小紅書，令更多市民摸得到、看得到，知道整個北部都會區發展。」 甯漢豪：「用一些更有趣，有標誌性方法推廣北都，我們會將這個意見如何採納和執行。除了展館，我們走進社區，亦是走出香港，如何走進社區，每年北都辦同事會走進學校，選一些學校介紹北都。亦舉辦不同比賽，包括北都新房屋落成舉辦命名比賽，希望有社區參與。」 甯漢豪說發展局正計劃在古洞北新發展區設立「北都核心展廳」，爭取2027年啟用，將來與「國家發展成就館」，發展成為展館建築群，加上鄰近的朗園自然生態公園，可以讓參觀人士一併了解北都，發展與保育並行的理念和成果。

格隆汇2月4日｜WTI原油站上64美元/桶，日内涨2.60%。

格隆汇2月4日｜哥伦比亚总统佩特罗：已请求美国总统特朗普协助抓捕居住在海外的主要毒枭。

格隆汇2月4日｜伊朗方面表示，土耳其、阿曼以及该地区其他几个国家都已表示愿意主办会谈。

TLRY260130P00011500 互動股市圖表 | TLRY Jan 2026 11.500 put 股市 Yahoo 財經

Snowflake's (SNOW) $200 million deal with OpenAI, in tandem with SNOW's existing alliance with another huge artificial intelligence (AI) startup — Anthropic — is likely to enable SNOW to take significant, needle-moving revenue away from the cloud-infrastructure units of Amazon (AMZN) and Microsoft (MSFT). Consequently, SNOW's growth, which is already quite rapid, looks poised to accelerate meaningfully in the medium- to long-term, and growth investors looking for an up-and-coming AI play should consider buying SNOW, despite its current hefty valuation. About Snowflake Stock Snowflake's cloud-based platform enables large companies and government entities to store their data in one centralized location, analyze all of their information using AI and other tools, and develop data applications. Currently changing hands at a market capitalization of $65.9 billion, the company's price-to-sales (P/S) ratio is 18.8x, while its price-to-book ratio is 32x. In the firm's October quarter, its sales rose to $1.2 billion, up 5.9% versus the same period a year earlier. Its operating cash flow increased 45% year-over-year to $440.79 million. SNOW's Deal With OpenAI In a deal announced on Feb. 2, Snowflake agreed to invest as much as $200 million to provide OpenAI's models to its customers via SNOW's Cortex AI offering. "Snowflake is committing up to $200 million to purchase access to OpenAI's frontier models and ChatGPT Enterprise over the course of the multi-year agreement," said Baris Gultekin, Snowflake's vice president of AI. The Potential Implications of the Deal for SNOW Stock As a result of the agreement, Snowflake's large corporate and government customers will be able to utilize OpenAI's technology directly on Snowflake's systems. Previously, customers could query OpenAI's models on Microsoft's cloud-infrastructure platform, Azure. By launching a partnership with OpenAI, Snowflake, which utilizes a consumption-based pricing system, will benefit directly every time its custo...

In this article OWL APO TPG KKR Follow your favorite stocks CREATE FREE ACCOUNT Blue Owl signage outside the Seagram Building at 375 Park Avenue in the Midtown East neighborhood of New York, US, on Tuesday, Jan. 20, 2026. Bing Guan | Bloomberg | Getty Images Shares of stocks with significant private credit market holdings were diving on fears about exposure to the industries being disrupted by artificial intelligence, most notably, software. Shares of Blue Owl , TPG , Ares Management and KKR were all down by double digit percentages on Tuesday. Apollo Global was off by 7%. BlackRock shed 5%. Publicly traded software stocks have been slammed this year as investors grew increasingly concerned about AI eating into their future growth and profit margins as companies use programs like Anthropic's Claude Code to build their own software. The iShares Software ETF is down 20% this year, including another 5% decline on Tuesday. UBS analysts estimate 25% to 35% of the private-credit market is exposed to the risk of AI disruption (other sources say that software, specifically, accounts for about 20 percent of outstanding loans for private-direct lenders). By comparison, the high yield corporate bond market (Using the iShares iBoxx High Yield Corporate bond ETF as a proxy) has only 8 percent exposure to technology, reflecting a broader diversification among the syndicated market than the private-credit market. Stock Chart Icon Stock chart icon Blue Owl Capital, YTD The publicly traded alternative asset managers are impacted in two ways – their private-equity side could be hit because software is rerated lower, which may mean less carry for tech-exposed or tech-adjacent investments. And then on the private credit side, there's a risk of redemptions and, worst case, defaults. UBS estimates default rates could rise to 13% for private credit firms in the U.S. if AI triggers a big disruption. Comparatively, the default rate would be 4%for HY, UBS said. "VC confidence in legacy enter...

Under the changes, social media platforms would be required to have effective age verification systems, "not just check boxes, but real barriers that work," the prime minister explained, in a possible reference to the loopholes Australian children use to bypass checks - including simply using a photo of an adult.

Apple TV unveils the premiere date, first look and teaser for “Lucky” Apple

AMD earnings are just moments away. Here's what could drive the stock higher. MarketWatch

Amazon (AMZN) Earnings Thursday: AWS, Ads, Margins, Guidance tastylive

Earnings Call Insights: Broadridge Financial Solutions, Inc. (BR) Q2 2026 Management View Timothy Gokey, CEO, highlighted Broadridge's strong second quarter, stating the company delivered "8% recurring revenue growth constant currency and adjusted EPS of $1.59." He emphasized the company's strategy to "democratize and digitize investing, to simplify and innovate trading, and to modernize wealth management," noting positive momentum from digital communications, tokenization, and AI capabilities. Gokey also announced the reaffirmation of 2026 guidance for recurring revenue growth, margins, and closed sales, and a raised outlook for adjusted EPS growth to 9%-12%. Gokey underscored the rapid advancement in tokenization, stating, "Tokenization continues to gain steam across capital markets, wealth and asset management," and referenced significant industry announcements and client feedback as validation for Broadridge's role in simplifying governance complexities in this area. He announced the integration of Tokenized and Digital Assets into proxy capabilities by year-end and the extension of these to other servicing functions and digital wallets. Broadridge closed the acquisition of Acolin in early January, which augments services for funds in Europe, and welcomed Trish Mosconi and Chris Perry to the Board, indicating ongoing management and governance evolution. Ashima Ghei, CFO, stated, "We reported $91 million of event-driven revenues in Q2, which contributed to a record $204 million in the first half," and detailed a $187 million noncash mark-to-market gain on digital asset holdings. She reiterated the company's strong capital position and ongoing flexibility for M&A and shareholder returns. Outlook Management reaffirmed guidance for recurring revenue growth constant currency at the higher end of 5%-7% and raised adjusted EPS growth guidance to 9%-12%. The company continues to expect closed sales of $290 million to $330 million. Ghei stated, "We are raising our adjust...

Earnings Call Insights: Capri Holdings Limited (CPRI) Q3 2026 Management View John Idol, Chairman & CEO, highlighted that the company was "pleased with our third quarter performance, which exceeded our expectations" and emphasized strategic initiatives at Michael Kors and Jimmy Choo designed to strengthen long-term brand equity. He detailed the completed sale of Versace as a move "to strengthen our financial foundation, ensuring we have the flexibility to support Michael Kors and Jimmy Choo's strategic initiatives and enhance long-term shareholder value." Idol reported that proceeds from the Versace sale were used to "significantly reduce debt levels," ending the quarter with $80 million of net debt. Idol noted a 4% decrease in total company revenue to $1.025 billion, while underlying gross margins, excluding tariffs, expanded by 70 basis points. Earnings per share rose approximately 30% to $0.81. Michael Kors revenue decreased 5.6%, attributed to strategic initiatives causing near-term pressure but expected to build a stronger long-term foundation. Jimmy Choo revenue increased 5% compared to the prior year, with particular strength in North America and the wholesale channel. Idol described key progress in Michael Kors' retail strategy, including "a sequential improvement in full price sales in the channel, which increased low double digits," and emphasized healthier sales mix, higher AURs, and improved gross margins. He highlighted store renovations and immersive consumer experiences as drivers for "meaningful increases in traffic and sales versus last year." Rajal Mehta, Interim Chief Financial Officer, stated, "Total company revenue of $1.025 billion decreased 4% versus prior year on a reported basis and 5.9% in constant currency." He added, "Gross margin of 60.8% declined 230 basis points. Underlying gross margin expanded by 70 basis points due primarily to better full price sell-throughs and a reduction in promotional activity." Outlook Mehta provided narrowed ...

格隆汇2月4日｜伊朗方面表示，美伊会谈的地点和时间并非复杂问题，不应被用作媒体炒作的借口。

移動式升降工作平台屢生意外 勞工處推指引加強安全措施 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】​針對近年移動式升降工作平台意外，勞工處推出《安全使用移動式升降工作平台指引》，要求加強安全措施。 新指引將取代原有的《安全使用動力操作升降工作台指引》，主要修訂包括進一步訂明操作員的訓練要求，操作方面亦新增要求，包括安裝有效的輔助防護裝置、定期檢測關鍵承重部件，以及制定緊急情況的救援計劃。而操作員訓練及安裝輔助防護裝置的要求，設有寬限期至今年12月31日。

格隆汇2月4日｜伊朗方面表示，感谢所有为创造形成外交进程条件而作出努力的友好国家。

In this article CMG Follow your favorite stocks CREATE FREE ACCOUNT The New York Stock Exchange welcomes executives and guests of Chipotle (NYSE: CMG) to the podium, on Friday, December 12, 2025, to celebrate the milestone of 4,000 restaurants. To honor the occasion, Scott Boatwright, CEO, joined by Chris Taylor, Chief Development Officer, NYSE, rings The Opening Bell®. Chipotle Mexican Grill is expected to report its fourth-quarter earnings after the bell on Tuesday. Here's what Wall Street analysts surveyed by LSEG are anticipating the company will report: Earnings per share: 24 cents expected Revenue: $2.96 billion expected Over the past year, shares of Chipotle have lost roughly a third of their value, dragging the company's market value down to about $51 billion. Investor enthusiasm for the stock waned after the fast-casual chain began reporting shrinking traffic to its restaurants. In late October, Chipotle reported its third straight quarter of declining traffic. CEO Scott Boatwright said at the time that the company is seeing "consistent macroeconomic pressures," and consumers across all income cohorts are visiting less frequently. This quarter, Wall Street is projecting that the trend worsened and that Chipotle's same-store sales fell 3%, according to StreetAccount estimates. But all eyes will be on the company's full-year forecast, which should reveal whether executives think Chipotle can turn around the business in short order. Chipotle executives are scheduled to hold a call with investors at 4:30 p.m. ET.

Amazon Is About to Report Q4 Earnings. Options Traders Are Expecting an 8.01% Move in AMZN Stock TipRanks