外交部表示，必須攜手遏制日本右翼勢力，推進「再軍事化」的野心。據報由於中國遊客減少 ，日本幾間大型百貨公司上月免稅銷售額均跌逾一成。 俄羅斯聯邦安全會議秘書紹伊古，近日同中共中央政治局委員、外長王毅會面時提及，俄方堅決反對日本加速「再軍事化」圖謀。 在北京，外交部周二回應有關表態。 外交部發言人林劍說：「日本加速『再軍事化』是事實和現實，有實際的路線和行動。歷史殷鑒不遠，中方與所有愛好和平的國家，必須攜手遏制日本右翼勢力，推進『再軍事化』的野心，共同維護二戰勝利成果與來之不易的世界和平。」 日本首相高市早苗去年發表「台灣有事」言論後，中日關係惡化。共同社報道，高市政府主張從根本上強化自助防衛力，但隨之增加的國防開支，財政來源仍然不明朗。有外交人士擔憂日本對華的強硬言論，偏離政府一貫見解，會很危險。 周一晚，日本東京有民眾在防衛省外示威，反對政府大幅增加國防支出，及在沖繩建設新美軍基地的計劃。 示威者表示：「我感到非常羞愧，對於日本出口軍事武器，我相信這讓全世界的人感到害怕，我強烈反對武器出口，反對高市政府試圖推動戰爭的企圖。」 中日關係持續緊張，北京當局上月再次呼籲民眾避免前往日本。 彭博報道日本主要百貨集團上月免稅銷售額下跌，其中來自中國遊客的銷售額暴跌6成。 日本經濟新聞報道， 當地大型百貨公司三越伊勢丹，上月免稅銷售額跌百分之12.5，高島屋跌百分之18.9，大丸松坂屋跌百分之16.6，阪急阪神百貨降幅近兩成。 日本和南韓都有傳媒預計，在春節假期，南韓將成內地人出遊的首選國家。外交部發言人周一亦表示，歡迎廣大南韓朋友春節假期來中國過年。

格隆汇2月3日｜俄美两国于2010年签署的《新削减战略武器条约》将于2月5日到期，这是俄美《中导条约》2019年失效后两国间唯一的军控条约。随着到期日临近，俄罗斯总统新闻秘书佩斯科夫今天（2月3日）表示，俄总统普京提出的有关延长《新削减战略武器条约》的建议仍然有效，但俄方尚未收到美方回应。有媒体称，美国总统特朗普去年5月发布“金穹”导弹防御系统发展规划，进一步降低两国互信。若《新削减战略武器条约》不再存续，将引发恶性循环。

Captain Thomas Rew made a battling century as England booked their place in Friday's final of the Under-19 World Cup with a 27-run win over Australia. England had looked in a perilous position at 60-3 following the dismissal of both openers and Ben Mayes, the tournament's leading scorer, for 24 after Rew had won the toss and decided to bat. However, the 18-year-old hit a composed 107-ball 110 to help England post a competitive 277-7 from their 50 overs. Rew's innings featured 14 fours and one six as he shared a valuable 135-run stand with Caleb Falconer, who chipped in with a patient 40 off 53 balls. Somerset wicketkeeper-batter Rew was dismissed in the 43rd over after Farhan Ahmed called him through for a risky single and Steven Hogan threw down the stumps at the striker's end. Ahmed made partial amends by again giving England's innings some late impetus with another cameo as he finished unbeaten on 28 off 26 balls. Hayden Schiller finished the pick of the Australia bowlers with 2-31, including a peach of a delivery to bowl Mayes. Australia had looked in a comfortable position at 109-2 after a dogged 47 off 83 balls from opener Nitesh Samuel. But when Samuel was stumped by Rew off the bowling of left-arm spinner Ralphie Albert it opened the door for England. Manny Lumsden removed Alex Lee-Young and Jayden Draper in quick succession as Australia lost three middle-order wickets for 25 runs. Oliver Peake steadied the ship for England with a defiant half-century off 55 balls. The game looked to be England's for the taking when Albert removed Australia's eighth wicket with the score on 207 only for Peake to up the ante. Peake took 22 runs off a Lumsden over then brought up a century off 85 balls shortly after Charles Lachmund was bowled by Sebastian Morgan. With 28 needed off 16 balls and just one wicket in hand, Peake sliced a drive off James Minto into the hands of Mayes at point and England's players celebrated. England have won the U19 World Cup once - in 1998 - and...

Torsten Asmus/iStock via Getty Images State Street SPDR Bloomberg Short Term High Yield Bond ETF ( SJNK ) is another way to approach the high-yield bond market but with less duration risk, albeit still some with a duration of 1.84 years . Lower duration makes sense given the tone of the rate conversations coming out of the FOMC and Chairman Powell, also given that we are in transition months till incoming Chairman Warsh takes over. We also note that while credit spreads have come down, it's likely commensurate with the rate discussion and a relaxed Fed at the moment on the growth mandate, though no imminent cuts have meant less expectation of accommodation; therefore, spreads have modestly risen since the decision in late January. Relative to comparisons in longer horizons, structural changes justify a lower baseline credit spread these days, so we aren't that alarmed by the baseline macroeconomic evaluation of high-yield opportunities. The issue is we think that there is more downside to baseline rates than credit spreads in the current environment and would avoid high yield relative to other fixed income, which may benefit more, particularly if there are also macro issues associated with frictional unemployment associated with AI in addition to general growth mandate concerns that might accompany a cut. Duration may be more attractive after the change in Fed Chair, particularly if inflation goes down without growth concerns, but lower yield and higher credit score bets would be better suited in case negative macro developments are associated with the cuts. Though at least SJNK is going to be less sensitive to overall YTM changes than ( JNK ) due to lower duration, SJNK's YTM is going to be more sensitive to changes in credit spreads. SJNK Breakdown The expense ratio is 0.4%, in line with the JNK, which is the long-duration analogue to this ETF, and lower than iShares alternatives, which sit at closer to 0.5% . Credit spreads for high yield in general are coming do...

Silver Place/iStock via Getty Images The Liberty All-Star Growth Fund ( ASG ) is a closed-end equity fund that investors in search of income may wish to purchase as a means of generating a high level of current income without the need to sacrifice their equity exposure. This may be a desirable scenario since for quite some time now, equities have had very low yields overall, which forced income investors into bonds or other fixed-income securities. Fixed-income securities usually underperform equities over extended periods of time, however, and they do not do well at all in environments in which inflation is present. Thus, investors who wanted income from their assets were basically forced to sacrifice both potential return and wealth protection. The Liberty All-Star Growth Fund may be a solution to this problem, as it boasts a very attractive 9.14% yield while being invested in some of the most rapidly growing companies in the American economy. As such, it might be worth taking a closer look at it as we look for ways to earn income from our assets. The Liberty All-Star Growth Fund Versus The Major Equity Indices The website for the Liberty All-Star Growth Fund describes the fund thusly: Multi-managed fund that allocates its portfolio assets on an approximately equal basis among several independent investment organizations (currently three in number) having different investment styles and/or strategies recommended and monitored by ALPS Advisors, Inc., the Fund’s investment advisor. This quote does not describe the composition of the fund in terms of the types of securities that we can expect it to hold, which is somewhat surprising. All that this description states is that the fund’s portfolio is managed by three different investment advisors. This is similar to a fund such as the RiverNorth/DoubleLine Strategic Opportunity Fund ( OPP ), which has two investment managers and three different strategies, each applied to a portion of its portfolio. The description also...

西部数据 于周二宣布，受人工智能服务器用存储芯片需求激增推动，公司董事会已批准新增 40 亿美元股票回购计划。 公司股价早盘交易中上涨约 5%，今年以来累计涨幅已达 57%；而在去年，其股价更是实现超两倍上涨。 全球存储芯片供应短缺的状况，使得人工智能及消费电子企业对有限芯片货源的争夺愈发激烈，推高了芯片价格，同时因制造商产能爬坡困难，芯片交付周期也随之延长。 截至本周一，西部数据去年 5 月获批的 20 亿美元回购计划尚余约 4.84 亿美元额度可使用。 上周，该公司发布业绩预告，预计 2026 财年第三季度营收和利润均将超出华尔街预期，这一判断主要基于公司面向人工智能服务器的硬盘及闪存产品的销售前景。 责任编辑：郭明煜

Brett_Hondow/iStock Editorial via Getty Images You may recall my previous article on Davita ( DVA ), when I initiated coverage and called this company a volatile "BUY", but one with a higher upside than peers. Those peers include one of my favorite investments in the entire sector, Fresenius ( FSNUY ). The reason I am updating the company's thesis today (because it's only been about 2 months, after all), is something happening to the share price today. As I am writing the piece, the recent results are causing a 13.5%+ share price increase today. If this is indicative of what the company will manage during the day, or an indication of market response to its growth targets and the profitability in part of the segments, then there is a lot to like about the company in its current state. DaVita also, in its recent (yesterday) earnings, managed to beat its quarterly estimates, which is certainly contributing to the outperformance as well. DaVita Investor presentation IR So, here I'll be looking at why the company outperformed, what it means relative to my long-term thesis that the company outperformed (does it mean a higher PT, or does it mean that the company basically "hit targets" as expected. DaVita is a more volatile version of Fresenius Medical Care ( FMS ), working with varying types of dialysis services serving over 40,000 patients across 10+ countries. Over time, meaning over the past 10 years or so, the company has been responsible or contributing to reduced admissions to hospitals as well as reduced patient mortality. This sort of efficiency increase is not only good, it's also absolutely crucial for a healthcare system that's likely to be laden with more work and "load" going forward. The results did, and I think it's important to highlight this, meaningfully beat Wall Street expectations. I believe that's also the reason we're seeing such a significant outperformance from the stock in pre-trade, and we'll see and hope this carries over into the day and week....

Image source: The Motley Fool. Tuesday, Feb. 3, 2026 at 10 a.m. ET Call participants Chief Executive Officer — Dan Fachner Chief Financial Officer — Shawn Munsell Director, Investor Relations — Reed Anderson Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Net Sales -- $343.8 million, down 5.2%, with approximately $18 million of the decline from the bakery business, including a $13 million reduction attributable to Project Apollo SKU optimization. -- $343.8 million, down 5.2%, with approximately $18 million of the decline from the bakery business, including a $13 million reduction attributable to Project Apollo SKU optimization. Gross Margin -- Improved 200 basis points to 27.9%, supported by Apollo initiatives, plant consolidation, and product mix improvement. -- Improved 200 basis points to 27.9%, supported by Apollo initiatives, plant consolidation, and product mix improvement. Adjusted EBITDA -- $27 million, representing a 7% increase, with $3 million of realized net savings from Project Apollo. -- $27 million, representing a 7% increase, with $3 million of realized net savings from Project Apollo. Adjusted Operating Income -- $8 million, compared to $8.2 million in the prior year period. -- $8 million, compared to $8.2 million in the prior year period. Foodservice Net Sales -- $219.2 million, down 8.3%, with an $18 million decline in bakery and a $3.6 million, or 6.9%, increase in soft pretzel sales. -- $219.2 million, down 8.3%, with an $18 million decline in bakery and a $3.6 million, or 6.9%, increase in soft pretzel sales. Retail Net Sales -- Increased $1.2 million, or 2.6%, to $45.9 million, driven chiefly by a $1.8 million increase in handheld products volume. -- Increased $1.2 million, or 2.6%, to $45.9 million, driven chiefly by a $1.8 million increase in handheld products volume. Frozen Beverages Net Sales -- Flat at $78.7 million, with beverage growth offset by declines in service and machine sales. -- Flat at $78.7 million, ...

syahrir maulana/iStock via Getty Images Introduction & Thesis An investor who wants to invest in the small caps sector in the United States, can do so in an indexed way, through the quoted vehicle Vanguard Small-Cap Index Fund ETF ( VB ). This one, tries to capture in a simple way, the profitability of the small capitalization companies of the American market, trying to replicate the behavior of the CRSP US Small Cap Index. By doing this, we can say that it is managed passively, since the replica of the index is carried out using the physical replication approach, where the ETF buys all the companies that own the target index, using their corresponding weights. Understanding how the ETF makes money is easy. If the buying companies raise the price or increase their dividends per share, the ETF investor will earn money via price appreciation and carry (dividend) increase. Investing in small-caps is often quite related to the situation of the domestic economic cycle (in this case the American one) and to the liquidity regimes existing at each moment of the market. Therefore, metrics such as breadth, the financial conditions index of the Federal Reserve of Chicago or the PMI (Purchase Manager Index) surveys are relevant for a correct decision on the investment thesis. As we will see later, both financial conditions and the manufacturing PMI are at positive levels, which added to indicators of amplitude with trend and momentum, making me associate a buy rating to this ETF. I recommend a tactical buy, no more than 5% of your portfolio, overweight only in moments of falls without degradation of the indicators discussed. ETF Overview Seeking Alpha When we look at the performance of the ETF compared to the S&P 500 index, we see how the latter clearly outperforms the ETF in the long run. For the average investor, buying the S&P 500, rather than an ETF so condensed into small caps, may make more sense if he does not want to take the risk of earning less capital during certain ...

Chowbus CHICAGO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Chowbus, a technology service provider with over a decade of experience in the North American restaurant industry, recently announced the launch of its new AI Digital Marketing feature. The feature is designed to help restaurant owners manage advertising and online reviews more efficiently through a single, integrated system. For many restaurant operators in North America, marketing remains a daily operational challenge. Common issues include managing paid advertisements on Google and Yelp, responding to customer reviews in a timely manner, and switching between multiple platforms to handle advertising, orders, and store profiles. Chowbus developed AI Digital Marketing to address these practical needs and help merchants simplify day-to-day marketing tasks. To support the launch, Chowbus is offering a limited-time promotion: merchants who sign up during the campaign period can receive up to $600 in Google and Yelp advertising credits for their first month. AI digital marketing Three Core Capabilities 1. AI-Assisted Advertising Management Merchants can create and manage Google and Yelp ads within the system without working with a separate advertising agency. The feature supports ad creation, keyword selection, budget allocation, and real-time performance tracking through a centralized dashboard. 2. Centralized Review Management Google and Yelp reviews are automatically synced into one interface. Based on the content of each review, the AI generates response suggestions with selectable tones such as friendly, upbeat, or elegant, helping merchants respond more efficiently. 3. Integrated Advertising and Operations The AI Digital Marketing feature is deeply integrated with the Chowbus system. Merchants can manage store profiles, update business hours, and view advertising data alongside order data without switching between platforms. With more than ten years of industry experience and over 10,000 merchants served, Chowbus...

SweetBunFactory/iStock via Getty Images I previously covered Taiwan Semiconductor Manufacturing Company Limited ( TSM ) ( TSMWF ) in December 2025, discussing why I had reiterated my Buy rating then, thanks to the near-monopoly on cutting edge foundry capabilities, the robust pricing power through the upcoming price hikes, and the tailwinds from the multi-year cloud super cycle. This was significantly aided by the attractively valued high-growth/profitable cadence and the double-digit capital appreciation prospects. In this article, I shall discuss why I am reiterating my Buy rating for the TSM stock after a moderate retracement, attributed to its robust profitable growth prospects during the multi-year cloud super cycle, as similarly reiterated by numerous market leaders across the AI infrastructure supply chain. The foundry's investment thesis is made significantly attractive by the cheap valuations against the direct AI infrastructure peers and the richer balance sheet, despite the near-term risks from the overbought technical indicators and the pulled forward upside potential. TSM Proves Its AI Beneficiary Status TSM 1Y Stock Price (Trading View) Since my last Buy rating, TSM has indeed retraced nearer to my prior fair value estimates of $270s by mid December 2025, before charting an outsized rally to hit a new 52 week high of $351s - with a similar recovery also observed in some of its AI infrastructure peers in varying degrees. Much of the recent outperformance is attributed to numerous market leaders reiterating the durability of AI-related capex spending trends during the early Q4'25 earnings season, with it bringing forth a new wave of optimism for various players. The same has been reported by TSM, as they report higher 3nm/5nm technology delivery at a ratio of 63% of its FQ4'25 revenues ( +3 points YoY /+13 from FQ4'23 levels of 50% ), thanks to the elevated HPC/smartphone deployment at 87% of its overall revenues (-1 points YoY/+1 from FQ4'23 levels of 8...

SweetBunFactory/iStock via Getty Images I previously covered Taiwan Semiconductor Manufacturing Company Limited ( TSM ) ( TSMWF ) in December 2025, discussing why I had reiterated my Buy rating then, thanks to the near-monopoly on cutting edge foundry capabilities, the robust pricing power through the upcoming price hikes, and the tailwinds from the multi-year cloud super cycle. This was significantly aided by the attractively valued high-growth/profitable cadence and the double-digit capital appreciation prospects. In this article, I shall discuss why I am reiterating my Buy rating for the TSM stock after a moderate retracement, attributed to its robust profitable growth prospects during the multi-year cloud super cycle, as similarly reiterated by numerous market leaders across the AI infrastructure supply chain. The foundry's investment thesis is made significantly attractive by the cheap valuations against the direct AI infrastructure peers and the richer balance sheet, despite the near-term risks from the overbought technical indicators and the pulled forward upside potential. TSM Proves Its AI Beneficiary Status TSM 1Y Stock Price (Trading View) Since my last Buy rating, TSM has indeed retraced nearer to my prior fair value estimates of $270s by mid December 2025, before charting an outsized rally to hit a new 52 week high of $351s - with a similar recovery also observed in some of its AI infrastructure peers in varying degrees. Much of the recent outperformance is attributed to numerous market leaders reiterating the durability of AI-related capex spending trends during the early Q4'25 earnings season, with it bringing forth a new wave of optimism for various players. The same has been reported by TSM, as they report higher 3nm/5nm technology delivery at a ratio of 63% of its FQ4'25 revenues ( +3 points YoY /+13 from FQ4'23 levels of 50% ), thanks to the elevated HPC/smartphone deployment at 87% of its overall revenues (-1 points YoY/+1 from FQ4'23 levels of 8...

Richard McCracken/iStock via Getty Images Shares in powersports retailer, Polaris ( PII ), have perhaps flown under the radar over the past year. The stock is up nearly 50% during this period. Shares are also having a good start to the year. This includes positive share gains and strong operating results, as seen through their most recently released Q4. Seeking Alpha - Basic Trading Data Of PII Stock I’ve provided mixed coverage on PII in the past, with both bullish and neutral sentiment at various times. I’ve found value in PII during downturns and have viewed the stable dividend as attractive to those seeking dividend income in times of uncertainty. At other times, I’ve strayed away from the higher trading multiple in favor of more value opportunities elsewhere in the market. I believe shares are worth a continued watch following the release of Q4 results as well as the completion of its separation of the majority stake in Indian Motorcycle, which I believe could be one catalyst for continued earnings strength in future periods. PII Stock Key Metrics PII’s nearly 50% gain over the past one year now commands it with a forwarding trading multiple of nearly 40x. While that is well above the multiple held by the broader market indexes, it perhaps could come as a surprise that PII is still graded favorably on valuation by the Seeking Alpha (“SA”) quant scores. Seeking Alpha - Ratings Summary Of PII Stock One reason the stock is currently receiving high marks on this metric is not because of its forward PE multiple, but rather due to its enterprise value in relation to its sales. At present, PII trades at just under 0.70x forward EV/sales. This compares to its five-year average of 0.87x and the sector median of 1.4x. In this sense, PII could be seen as a value at current levels. Seeking Alpha - Valuation Metrics Of PII Stock The broader SA community is similarly bullish , though coverage on the stock over the last 90 days has been sparce. Wall Street, on the other hand,...

Follow General Electric on Seeking Alpha! Learn more about Seeking Alpha Quant Ratings Get Started With Seeking Alpha Premium Now This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Welcome to 2 Minute Analysis. Our goal is to not only entertain, but provide value and insights about the investments you care about. Today's episode is from this user's request. So, let's throw two minutes on the clock and dive-in. Today, we're looking at General Electric Company, ticker symbol GE. Kicking things off here with the Quant rating system, it is currently a Hold rating on the stock, and we're going to dive deeper into the metrics in just a moment. Jumping over to the Seeking Alpha Analysts, they are currently a Buy in aggregate on this stock, and that's from six analysts providing coverage in the last 90-days. Lastly, Wall Street has a Strong Buy rating on this stock, and that's from 19 analysts providing their coverage in the last 90-days. To learn more about how the Seeking Alpha Quant system and the Seeking Alpha Analysts outperform the market, visit the link in the description of this video. So, let's dive deeper. This is a $321.77 billion market capitalization company found in the industrial sector, in the aerospace and defense industry. Kicking things off here with the Valuation grade, it is currently an F grade, and that's due to things such as this price-to-cash flow here of 33.91, compared to the sector at 16.68. If we also look at the EV-to-EBIT, you'll see that you see here 32.21, compared to the sector at 18.34. But one thing to remember is that investors are always willing to pay a little bit of a premium for a company like GE that has a nice backlog and good cash flow. Now jumping into the Growth grade, it’s currently an A-. If we're looking at that forward revenue growth, you're looking at 14.45%, ...

Crypto.com is launching a dedicated platform, OG, for prediction markets just days before the Super Bowl, the company said Tuesday. A pioneer of federally-regulated sports-themed prediction markets, Crypto.com co-founder and and Chief Executive Officer Kris Marszalek said a stand-alone product is warranted after 40-fold growth week-over-week in its event contracts business over the past six months. OG will also offer leveraged and margin trading of predictions contracts, said Nick Lundgren, a Crypto.com executive who’s been named chief executive officer of OG. The back end will still be powered by its existing exchange and clearinghouse, all registered with the Commodity Futures Trading Commission . Prediction market platforms operate exchanges that allow customers to bet on the outcome of a wide range of future events, from presidential elections to college basketball games. The CFTC said last week it would craft new rules for the multi-billion dollar industry, which has been fueled by sports contracts. Read More: CFTC to Craft New Prediction Market Rules, Chairman Says While sports is a heavy focus in the run-up to the Super Bowl and March Madness, the company also plans to offer contracts on entertainment, politics and publicly-traded companies. The company said OG will be headquartered in the US and focused on that market initially.

Microstrategy Headquarters Building, Vienna, Virginia (USA) John M. Chase/iStock Unreleased via Getty Images Strategy ( MSTR ), formerly MicroStrategy, releases its fourth quarter earnings on Thursday, February 5. The release comes following a number of materially negative developments for the company, including a Bitcoin ( BTC-USD ) crash, a tech selloff, and several dilutive equity issues. As a result of these developments, MSTR stock has lost its premium to net asset value (NAV), and fallen 56% in price in just 12 short months. Cryptocurrency has been trending down for some time now, and the selling intensified on Monday. The prior Saturday, Bitcoin took a double digit dip, following a volatile trading week for U.S. tech, a sector that is highly correlated with BTC. At one point, Bitcoin dipped below $76,000, a level it hadn't seen in several years. According to some on X , Strategy was underwater on its massive Bitcoin investment when the coin hit that low. On Sunday, the coin went even lower, hitting $75,000 overnight. Predictably, MSTR fell 4% at the open on Monday, as investors digested all of these developments. Strategy currently holds 713,504 Bitcoin , which were worth roughly $54 billion at the time of this writing. The company's total assets were $73.6 billion at the end of the third quarter. Therefore, even after the steep decline in the price of Bitcoin has transpired, Strategy's Bitcoin is still 73.3% of the company's Q3 total assets. In other words, Strategy's Bitcoin holdings absolutely dwarf everything its operating business owns, making MSTR a partial Bitcoin proxy. That's not to say that MSTR stock is a perfect 1:1 proxy for Bitcoin though. To the contrary, it differs from Bitcoin in one key way: Its use of leverage. At the end of last quarter, Strategy was quite indebted, with $8.2 billion worth of debt, up 13.4% over the same period a year before. The ratio of debt to equity here is not actually that high: just 0.14 going by last quarter's bala...

The artificial intelligence and data mining specialist took its growth to a whole new level. One of the biggest questions among investors is what to make of artificial intelligence (AI). There are concerns about the slowing adoption of AI, the potential of a bubble, and whether the circular nature of some AI deals is "artificially" propping up demand. With all that uncertainty as a backdrop, Palantir Technologies (PLTR +4.45%) reported its quarterly results after the market close on Monday, and to call the quarter a blowout might be an understatement. The AI and data mining specialist beat Wall Street's expectations across all key metrics and issued a bullish forecast for 2026. Let's take a look at the results, what they suggest about the future, and whether any nagging doubts remain. A blowout For its fourth quarter, Palantir delivered blockbuster results across the board. Record revenue of $1.4 billion jumped 70% year over year and 19% quarter over quarter, marking the 10th consecutive quarter of accelerating revenue growth. Spending discipline fueled robust adjusted earnings per share (EPS) of $0.25, which surged 79%. The company easily surpassed Wall Street's expectations, with analysts' consensus estimates of $1.34 billion in revenue and $0.23 in EPS. Yet as impressive as the numbers are, the devil's in the details, and the underlying metrics were even more eye-catching. U.S. government revenue jumped 66% year over year and 17% sequentially to $570 million. However, it was the U.S. commercial segment that did the heavy lifting, as revenue of $507 million surged 137% year over year and 28% sequentially. Palantir closed a total of 180 deals worth at least $1 million during the quarter, including 84 worth $5 million and 61 worth $10 million. This helped the company close out the quarter with a record $4.26 billion in total contract value, up 138% year over year. Equally impressive was Palantir's remaining performance obligation -- contractually obligated revenue t...

美国众议院将推进立法结束政府停摆 2026-02-03 23:29:26 来源： 同花顺7x24快讯 分享 美国众议院议长约翰逊表示，众议院将于周二批准推进相关立法进程，以结束短暂的政府停摆状态。(财联社)

Disney Chairman James Gorman talks about selecting Josh D’Amaro to succeed Bob Iger as chief executive officer of the entertainment giant. He'll take over in March. Gorman speaks to Bloomberg's Ed Ludlow. (Source: Bloomberg)

Another Tory, Alex Yip, said she would make a great addition to the party. "Her links in city are very well known, can you imagine someone with that visibility, that love for the city and international reputation building awareness of the election."

The artificial intelligence and data mining specialist took its growth to a whole new level. One of the biggest questions among investors is what to make of artificial intelligence (AI). There are concerns about the slowing adoption of AI, the potential of a bubble, and whether the circular nature of some AI deals is "artificially" propping up demand. With all that uncertainty as a backdrop, Palantir Technologies (PLTR +6.76%) reported its quarterly results after the market close on Monday, and to call the quarter a blowout might be an understatement. The AI and data mining specialist beat Wall Street's expectations across all key metrics and issued a bullish forecast for 2026. Let's take a look at the results, what they suggest about the future, and whether any nagging doubts remain. A blowout For its fourth quarter, Palantir delivered blockbuster results across the board. Record revenue of $1.4 billion jumped 70% year over year and 19% quarter over quarter, marking the 10th consecutive quarter of accelerating revenue growth. Spending discipline fueled robust adjusted earnings per share (EPS) of $0.25, which surged 79%. The company easily surpassed Wall Street's expectations, with analysts' consensus estimates of $1.34 billion in revenue and $0.23 in EPS. Yet as impressive as the numbers are, the devil's in the details, and the underlying metrics were even more eye-catching. U.S. government revenue jumped 66% year over year and 17% sequentially to $570 million. However, it was the U.S. commercial segment that did the heavy lifting, as revenue of $507 million surged 137% year over year and 28% sequentially. Palantir closed a total of 180 deals worth at least $1 million during the quarter, including 84 worth $5 million and 61 worth $10 million. This helped the company close out the quarter with a record $4.26 billion in total contract value, up 138% year over year. Equally impressive was Palantir's remaining performance obligation -- contractually obligated revenue t...

Retail behemoth Walmart has hit a market capitalization of $1 trillion, becoming the first traditional retailer to reach the milestone. In trading on Tuesday morning, Walmart stock surpassed $126 a share, above the $125.47 needed to reach a trillion-dollar valuation. The company’s current market cap is about $1.005 trillion.

Think Palantir's Blistering Growth Is Over? Think Again fool.com

2Ban/iStock Editorial via Getty Images Visa and Mastercard: The Misconception Visa Inc. ( V ) and Mastercard ( MA ) are two of the most renowned companies in the world. And yet, sometimes they are either ignored or misunderstood. This is particularly true among retail investors, since it seems that many super investors think otherwise and often include one, if not both, of them in their portfolios. So, let me immediately clarify a few points. First of all, they are banks, and they do not issue cards directly. Secondly, they are not money lenders and they don't decide what interest rates will be charged on credit cards. Third, they don't face credit risk, which means that if someone doesn't pay the bill, it is the bank that loses money, not Visa or Mastercard. This is because they are infrastructure companies that have built a technological network, which is often described as the rails of digital payments. They own the rails that are used to move money around in a digital and safe way from one bank account to another. It may sound redundant, but let's recap how a single digital transaction happens. There are four players: a cardholder (usually the consumer), an issuer (the bank that holds our money or that takes the credit risk for the consumer), a merchant (a store or anyone who is selling us anything that needs to be paid digitally), and an acquirer (the store's bank, which holds the money on behalf of the store). When a consumer swipes a card, the merchant sends a digital signal to the acquirer that checks with the issuer if the cardholder has funds. If this is the case, a positive response is sent back, and the money is transferred. Now, these signals flow through the networks that Visa and Mastercard have built and that they now leverage to charge fees to issuers and acquirers. This is why they are called "tollbooth stocks". In transactions, they make money in three ways: the fees on gross dollar volume, the fees to process data (transaction clearing or transac...

财联社2月3日讯（编辑 赵昊） 在美国人工智能（AI）初创公司 Anthropic发布一款新工具后，被认为最容易受到AI颠覆影响的股票周二再度明显走低。 在这款面向企业法务团队的AI生产力工具发布后，法律软件和出版公司首当其冲。截至发稿，RELX Plc美股早盘跌约14%，Wolters Kluwer欧股跌超11%。 市场的紧张情绪迅速蔓延至其他对AI敏感的板块。在伦敦上市的征信机构Experian Plc跌约8%；金融软件公司伦敦证券交易所集团（LSEG）跌超8%；汤森路透美股跌逾11%。 当下，交易员越来越警惕AI对媒体和信息行业商业模式带来的威胁。 上周，在美股交易的SAP累跌13%，此前这家德国企业管理软件提供商发布了疲弱的业绩指引，加剧了投资者对AI编程工具可能颠覆企业软件行业的担忧。 根据Anthropic的说法，其新工具可以自动化处理多项法律工作，包括合同审查、保密协议（NDA）分类处理、简报撰写以及模板化回复等。 不过，公司也提醒，该插件并不提供法律建议。“在用于法律决策前，AI生成的分析应由持牌律师审核。” 对于出版企业而言，AI替代风险也不只局限于法律服务领域。免费生成式AI医学研究整合工具OpenEvidence，正成为Wolters Kluwer临床决策产品的最新挑战者。 值得一提的是，上周五时也出现了类似一幕：谷歌DeepMind推出了Project Genie，市场担忧该AI工具可能颠覆游戏行业，导致Unity以及一众游戏公司集体下挫。 当时，投行William Blair分析师Dylan Becker评论道：“这种价格反应进一步证明，在AI不确定性的背景下，市场情绪呈现出‘先开枪，再询问’式的恐慌，这种情绪近几个月一直压制着整个软件板块。”

瑞典一项研究发现，人工智能（AI）辅助乳腺筛查减少侵袭性“间期癌”。 （示意图 / Pixabay） 瑞典隆德大学参与的一项研究显示，在乳腺癌筛查中引入人工智能（AI）辅助阅片，不仅有助于提高筛查检出能力，还能降低确诊于两次筛查之间的乳腺癌（即“间期癌”）的发病率。 新华社报道，隆德大学日前发布新闻公报说，“间期癌”是指女性一次筛查结果正常后，到下一次计划筛查之前这段时间里被诊断出的乳腺癌。由于这类癌症通常更具侵袭性，“间期癌”发生率被视为衡量筛查有效性的重要指标之一。 这项AI辅助乳腺X光筛查研究共有约10.6万名40岁至74岁的瑞典女性参与，随访两年多。参与者接受常规乳腺X光检查。差异主要体现在影像解读环节：对照组采用传统流程，由乳腺放射科医生阅片；AI辅助组则引入AI进行影像判读，并由医生复核。 结果显示，与传统方法相比，AI辅助筛查在提高效率的同时提升了检出表现：可使医生阅片工作量减少44%，乳腺癌检出率提高29%。同时，AI辅助组的“间期癌”病例较对照组减少12%。研究还指出，在AI辅助筛查后仍出现的“间期癌”中，病情较重的比例也更低。 研究人员说，AI辅助不仅提高了筛查“敏感性”，即更不容易漏检癌症，且并未增加“假阳性”。“假阳性”是指女性因筛查结果阳性进一步检查，但最终并未确诊乳腺癌的情况，这可能带来不必要的焦虑和医疗负担。 研究人员指出，上述结果进一步支持AI辅助乳腺筛查在临床应用中的安全性、准确性与效率。该技术已在瑞典部分地区以及欧洲其他地区开始应用。随着证据积累，相关方法有望在开展乳腺癌筛查的国家产生更广泛影响。 相关研究成果已发表于英国医学期刊《柳叶刀》。

Lindsey Vonn said she is “confident” she can compete at the Milano Cortina Winter Games despite revealing she has been managing a ruptured ACL, maintaining that her Olympic comeback remains on track after a crash last week raised fresh doubts over her participation. Speaking on Tuesday, the 41-year-old American said she was approaching the final decision cautiously but remained focused on lining up for the downhill in Cortina d’Ampezzo, where the Olympic women’s alpine programme opens Sunday. “Last Friday in Crans Montana in the last World Cup I completely ruptured my ACL,” Vonn said. “I have to take it day by day. My goal is obviously right now the downhill. I have to see how it feels – if it’s stable and I feel confident, I’ll continue to race. That is my goal. But I can’t tell you that answer until I actually ski 85 miles an hour.” The update came three days after Vonn crashed into the netting during the World Cup downhill in Crans-Montana, injuring her left knee – her right knee required a partial replacement less than two years ago. The fall cast immediate uncertainty over one of the most anticipated storylines of this year’s Games. Vonn said the days since the crash have been spent undergoing scans, physical testing and monitoring swelling and muscle response, adding that she believes her overall conditioning remains strong. “My fitness is 100%, but that doesn’t mean that my body is 100%,” she said. “As long as my swelling is down and my muscles are firing, my strength is what it was a few days ago. “My knee is not swollen, and with the help of a knee brace, I am confident that I can compete on Sunday. This is not, obviously, what I had hoped for. I’ve been working really hard to come into these Games in a much different position. “I know what my chances were before the crash, and I know my chances aren’t the same as it stands today, but I know there’s still a chance. And as long as there’s a chance, I will try. So, that’s where I am.” The revelation that Vonn...