格隆汇2月3日｜印度评级与研究机构谈美印贸易协议，该协议可能提升纺织、化工、虾类、珠宝行业企业的信用状况。

在地缘政治紧张局势持续发酵、资本市场剧烈波动的背景下，传奇投资人达里欧于周二发出警告，称全球正站在“资本战争”的边缘。 达里欧表示，全球已濒临资本战争的红线。资本战争指的是将货币“武器化”，手段包括实施贸易禁运、限制他国进入本国资本市场，或是利用债务持有量作为博弈筹码。 “我们正处在临界点上。”达里欧说道，“这意味着目前尚未正式爆发资本战争，但我们离它已经非常近了。而且局势很容易失控，滑向资本战争的深渊，因为各方都心怀忌惮。” 他还提及，近期特朗普政府试图将丹麦属地格陵兰岛纳入美方管控，这一举措进一步加剧了地缘紧张态势。 达里欧警告称，持有美元资产的欧洲投资者担忧自身可能遭到制裁；相应地，美国也在担心自己可能无法获取欧洲资本，或是得不到欧洲方面的购买支持，双方的恐惧情绪形成了相互牵制。 据花旗集团的研究数据，在去年4月至11月期间，欧洲投资者占据了美国国债海外买家总量的80%。 “资本和货币是关键所在。”达里欧在周二的采访中强调，“如今我们能看到，资本管制措施正在全球范围内陆续落地，但目前尚不确定最终谁会受到这些措施的冲击。所以说，我们正处在危险的边缘——这并不代表资本战争已经打响，但它确实是一个合情合理的担忧点。” 自去年重返白宫以来，美国总统特朗普频繁对贸易伙伴及政治对手施加惩罚性关税，之后又多次撤销相关举措。这些反复无常的决策，已在金融市场引发了剧烈波动。 达里欧补充道，从历史经验来看，资本战争往往伴随着外汇管制和资本管制等政策的出台。他还指出，主权财富基金、央行等机构已开始提前“布局准备”，以应对未来可能实施的管制措施。 达里欧提到，回顾历史，资本战争往往围绕着“重大冲突”展开。以美国参与二战前的历史为例，当时美日两国关系剑拔弩张，美国正是通过对日本实施制裁，逐步升级了双方的矛盾。 “人们完全可以预见，如今的世界也可能出现类似的局面。甚至有不少国家领导人也在讨论欧美之间的相互依赖问题——毕竟贸易逆差的另一面，本质上是资本流动的失衡，而这种资本失衡的状态，完全可能被当作战争的武器。” 黄金仍是顶级对冲工具 达里欧表示，尽管此前贵金属遭遇了一轮历史性抛售，价格全面走低，但黄金依旧是最佳的保值资产。截至周二，黄金和白银价格已显现出初步的回升迹象。 当被问及近期的价格波动是否会动摇黄金的“资本安全港”地位时，达里欧回应：“黄金的保值属性不会随着每日的价格涨跌而改变。...

藥廠默沙東上季少賺兩成一，純利29.6億美元。經調整每股盈利則升至2.04美元。 期內，銷售額增加半成，至164億美元，高過市場預期的近162億美元。 集團預期2026年銷售額至少655億美元，經調整每股盈利至少5美元。

格隆汇2月3日｜XS.com的Linh Tran在报告中表示，美国借贷成本相对于日本利率处于足够高的水平，继续对美元形成支撑。在美联储将利率维持在3.50%至3.75%区间之际，日本央行刚刚退出零利率政策，并将利率上调至仍然偏低的0.75%。她称：“这继续支撑套利交易策略，即投资者借入低收益的日元，转而投资于美国资产。”不过，这类交易对短期市场波动已变得更加敏感。此外，尽管利差结构利好美元，但日本方面可能随时出手干预以支撑日元的风险依然存在。

(RTTNews) - Technology company SLB (SLB) said on Tuesday that Kuwait Oil Company has awarded SLB a $1.5 billion, five-year integrated contract for the Mutriba field in Kuwait, including design, development, and production management. The work builds on SLB's subsurface understanding of the Mutriba field to support development planning and execution across deeper, technically demanding reservoir conditions. The contract covers the development of high-pressure, high-temperature reservoirs with sour conditions, reflecting an expanded scope and responsibility for SLB as work on the Mutriba field progresses. "This award reflects the strength of our long-standing partnership with Kuwait Oil Company and the trust built over decades of working together," said Steve Gassen, executive vice president, Geographies, SLB. "As development of the Mutriba field moves into its next stage, we are taking on end-to-end responsibility to support safe, reliable execution in complex reservoir conditions." The contract advances work already underway and reflects a deepening of the long-standing partnership between SLB and Kuwait Oil Company as development progresses. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

AMD Stock Q4: Shares Jump 2% in Premarket Ahead of Earnings Meyka

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Source: Bloomberg, 0:00

Dilok Klaisataporn/iStock via Getty Images What drove global government bond performance in a year characterised by changing monetary policy, shifting yield curves and volatile currencies? To explore these dynamics, we turn to the FTSE World Government Bond Index (WGBI), which measures the performance of fixed-rate, local currency, investment-grade sovereign bonds. The WGBI is a widely used benchmark that currently includes sovereign debt from over 20 countries, denominated in a variety of currencies. The index celebrated its 40th anniversary in January 2026 . Currency effects impacted 2025 global government bond returns WGBI returns in 2025 reflected movements in global government bond markets and the impact of currency translation for international investors. For investors with US dollar, euro, yen and pound as their base currency, unhedged returns showed wide dispersion, as gains and losses from foreign exchange movements either added to or detracted from local bond returns: US dollar investors with unhedged exposure to the WGBI saw a positive return of 7.55% during the year, but euro-based unhedged investors registered a decline of 5.18%. Currency-hedged results were more tightly clustered across base currencies. The comparison underscores how, in a year marked by shifting rate expectations and active currency markets, the decision to hedge or remain unhedged was a meaningful driver of realised WGBI outcomes across different investor perspectives. FTSE WGBI 1-, 3-, and 5-year USD/EUR/JPY/GBP returns USD USD EUR EUR JPY JPY GBP GBP Unhedged Hedged Unhedged Hedged Unhedged Hedged Unhedged Hedged YTD* 7.55 3.79 -5.18 1.63 7.26 -0.4 0.14 3.7 1 Year 7.55 3.79 -5.18 1.63 7.26 -0.4 0.14 3.7 3 Years 3.19 4.18 -0.05 2.11 9.29 -1.2 -0.58 3.74 5 Years -3.53 -0.76 -2.74 -2.55 4.87 -4.49 -3.22 -1.23 Click to enlarge Source: FTSE Russell as of December 31, 2025. Past performance is no guarantee of future results. Please see the end for important legal disclosures. Broad US do...

Galaxy Digital, the cryptocurrency company run by billionaire Michael Novogratz, on Tuesday reported a $482 million loss in the fourth quarter as the value of bitcoin and other digital assets fell.

Image source: The Motley Fool. Feb. 3, 2026, 8:30 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Paul Taubman Chief Financial Officer — Helen Meates Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Full-Year Revenue -- $1.714 billion, up 15%, with all business lines achieving record revenues, and strategic advisory as the main growth driver. -- $1.714 billion, up 15%, with all business lines achieving record revenues, and strategic advisory as the main growth driver. Fourth-Quarter Revenue -- $535 million, up 12%, setting a quarterly record led by restructuring and PJT Park Hill growth. -- $535 million, up 12%, setting a quarterly record led by restructuring and PJT Park Hill growth. Adjusted Compensation Expense -- Adjusted compensation expense was $1.15 billion, and a 67.1% ratio for the year, improving from 69% in the prior year, and 66.2% for the quarter. -- Adjusted compensation expense was $1.15 billion, and a 67.1% ratio for the year, improving from 69% in the prior year, and 66.2% for the quarter. Adjusted Non-Compensation Expense -- $207 million for the year, up 12%, driven by higher occupancy, travel, and business-related expenses; $54 million for the quarter, up 16%, with the same drivers. -- $207 million for the year, up 12%, driven by higher occupancy, travel, and business-related expenses; $54 million for the quarter, up 16%, with the same drivers. Adjusted Pretax Income -- $357 million for the year, and $127 million for the quarter, with full-year adjusted pretax margin at 20.8%, and quarterly margin at 23.7%. -- $357 million for the year, and $127 million for the quarter, with full-year adjusted pretax margin at 20.8%, and quarterly margin at 23.7%. Effective Tax Rate -- 14.1% for the year, below prior guidance due to state, local, and foreign income allocations; management anticipates a high teens rate for the next year. -- 14.1% for the year, below prior guidance due to state, local, and foreign income al...

US stocks ticked higher early Tuesday as earnings rolled in, with Palantir's (PLTR) outlook fueling faith in AI demand and precious metals jumping to continue their wild ride. The tech-heavy Nasdaq Composite (^IXIC) rose 0.2%, while the S&P 500 (^GSPC) edged up by 0.1%. The Dow Jones Industrial Average (^DJI) picked up roughly 0.3% after the blue-chip benchmark led gains on Monday with a 500-point advance. The S&P 500 is eyeing a fresh record after Palantir's surprisingly strong quarterly results signaled the AI trade has room to run. Revenue at the data analytics firm surged, driven by demand for its AI platform, and its sales outlook topped estimates, sending its stock over 11% higher before the bell. Elsewhere in AI, investors are monitoring Nvidia (NVDA) and OpenAI (OPAI.PVT) amid signs of cooling relations between the high-profile AI players. The startup's dissatisfaction with Nvidia's latest AI chips has bogged down talks with the chipmaker for an investment of up to $100 billion — a plan its CEO Jensen Huang downplayed on Monday. That has turned a spotlight on chipmaker AMD's (AMD) after-hours earnings report, which could provide the best look yet at the AI trade amid those fears of Big Tech overspending and an AI bubble. Its results prepare the ground for quarterly updates from Amazon (AMZN) and Alphabet (GOOG), highlights in the 100-plus S&P 500 companies on the calendar this week. On Tuesday, PayPal (PYPL) earnings and forecast missed estimates, as the payments services firm named HP (HPQ) boss Enrique Lores as its new CEO. Its stock tumbled over 16%, against a background of an exodus from software stocks. Reports from Pepsi (PEP), Pfizer (PFE), and Chipotle (CMG) are also on the docket. Elsewhere in the corporate world, The Walt Disney Company (DIS) named parks chief Josh D'Amaro as the entertainment giant's next CEO, set to replace long-time leader Bob Iger on March 18. Shares in Disney fell at the open. Meanwhile, volatility continued to grip precious m...

US stocks mostly fell as investors digested a wave of tech-focused earnings, precious metals jumped to continue their wild ride, and a partial government shutdown rolled into its fourth day. The tech-heavy Nasdaq Composite (^IXIC) sank by 0.8% after initially beginning the session in the green, while the S&P 500 (^GSPC) lost 0.4% after also starting the day up. Moving the other direction, the Dow Jones Industrial Average (^DJI) managed to avoid losses and pick up 0.1% after the blue-chip benchmark led gains on Monday with a 500-point advance. The S&P 500 was eyeing a fresh record at the start of the session after Palantir's (PLTR) surprisingly strong quarterly results signaled the AI trade has room to run, though the index's momentum has now flipped. Revenue at the data analytics firm surged, driven by demand for its AI platform, and its sales outlook topped estimates, sending its stock over 11% higher before the bell. Elsewhere in AI, investors are monitoring Nvidia (NVDA) and OpenAI (OPAI.PVT) amid signs of cooling relations between the high-profile AI players. The startup's dissatisfaction with Nvidia's latest AI chips has bogged down talks with the chipmaker for an investment of up to $100 billion — a plan its CEO Jensen Huang downplayed on Monday. That has turned a spotlight on chipmaker AMD's (AMD) after-hours earnings report, which could provide the best look yet at the AI trade amid those fears of Big Tech overspending and an AI bubble. Its results prepare the ground for quarterly updates from Amazon (AMZN) and Alphabet (GOOG), highlights in the 100-plus S&P 500 companies on the calendar this week. On Tuesday, PayPal (PYPL) earnings and forecast missed estimates, as the payments services firm named HP (HPQ) boss Enrique Lores as its new CEO. Its stock tumbled over 16%, against a background of an exodus from software stocks. Reports from Pepsi (PEP), Pfizer (PFE), and Chipotle (CMG) are also on the docket. Elsewhere in the corporate world, The Walt Disney Com...

BBVAGL5 IF (BBVAGL5IF.MX) 風險 Yahoo 財經

Key Points SoFi added a record number of new customers to its platform in the 2025 fourth quarter. It's adding new blockchain-based services to its product line. SoFi stock is expensive. 10 stocks we like better than SoFi Technologies › Shares of SoFi Technologies (NASDAQ: SOFI) stock fell 13% in January, according to data provided by S&P Global Market Intelligence. There were a few moving pieces, including news about the Federal Reserve that affected financial stocks in general, and concerns leading up to the company's earnings report on Jan. 30 about whether or not it could sustain its high valuation. The stock fell after the report as well. 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 » The bank of the future SoFi is an all-digital bank that's on its way to becoming a top-10 U.S. financial institution, at least according to CEO Anthony Noto. It's capturing market share, including adding a record 1 million new accounts in the 2025 fourth quarter, and increasing revenue at a fast pace on its march toward the top. There's an incredible opportunity across SoFi's business. Its lending segment, which is its core segment, is thriving as interest rates have gone down, and it sees many ways to boost this business. For example, it offers customers personal loans with low interest to pay back high-interest credit card balances at other banks. The major innovation is in the financial services segment. SoFi has been launching all sorts of new products focused on blockchain, and it's planning many more. One upcoming service management mentioned on the fourth-quarterearnings callis global payments on the SoFi app, which will open up its business to international customers. International payments to certain countries are already live for current SoFi account holders. SoFi's third segment is tech platform, a financial infrastructure business. Although it has ...

Source: Bloomberg, 4:50

Palantir Technologies shares jumped on better-than-expected earnings. Late Monday, the data company reported another quarter of record revenue, reflecting strong demand for its artificial-intelligence technology from the U.

标普500指数与 纳斯达克 指数周二料稳健高开，在前一交易日大宗商品暴跌后企稳，投资者正为本周密集来袭的企业财报季做好准备。 帕兰提尔科技盘前股价大涨11.2%，该公司靓丽财报凸显其军用级人工智能工具需求旺盛，美国国防开支助力季度销售额增长。 泰瑞达 股价飙升22%，这家芯片测试设备制造商发布强劲一季度业绩指引，受益于另一波人工智能相关投资热潮——大型科技企业正斥资数十亿美元推进数据中心扩建。 全泉全球投资高级投资组合经理约翰・坎贝尔表示：“帕兰提尔的优异财报对人工智能板块行情形成支撑。” 谷歌 母公司Alphabet在前一交易日创历史新高后，盘前再涨1.3%； 亚马逊 上涨0.8%。这两家“七大科技巨头”均将于本周晚些时候发布财报，将为投资者提供人工智能商业化竞赛的最新参考。 超微半导体及服务器制造商美超微电脑均将于当日收盘后发布财报，盘前股价均上涨约2%。 坎贝尔补充道：“我们注意到，不少短线资金会在财报发布前提前布局相关个股，押注财报发布后股价上涨，目前这种情况确实存在。” 头部科技企业近期发布的财报凸显，投资者愈发关注巨额资本支出计划的回报情况。人工智能相关基础设施投入大幅攀升，企业面临压力，需将投入转化为可衡量的收益，以支撑当前高估值。 与此同时，贝宝预测2026年利润低于市场预期，股价暴跌17.2%。 宏观层面，美国众议院将于当日晚些时候尝试通过一项协议，结束本轮政府停摆——此次停摆再次打乱经济数据发布节奏，原定于上周五公布、备受关注的1月非农就业报告被迫推迟。 原定于周二发布的职位空缺与劳动力流动调查报告（JOLTS）也已延期。 美国东部时间早8点28分， 道琼斯 工业平均指数迷你期货上涨3点，涨幅0.01%；标普500指数迷你期货上涨17.75点，涨幅0.25%；纳斯达克100指数迷你期货上涨144.25点，涨幅0.56%。 周一交易日，标普500指数与道琼斯工业平均指数收盘接近历史高位，纳斯达克综合指数收盘上涨0.5%。 财报密集来袭 伦敦证券交易所集团数据显示，本周约四分之一的标普500成分股公司将发布季度财报，分析师预计标普500成分股公司去年四季度盈利同比增幅接近11%，高于1月初约9%的预期值。 辉瑞 四季度利润超预期，但股价仍下跌4.6%；默克因预测2026年销售额低于预期，股价下跌0.7%。 百事可乐 股价波动，最终微涨0.5%，投资者...

Key Points Ethereum Classic emerged after a 2016 hard fork of the Ethereum blockchain following a hack. It still uses a proof-of-work mechanism to validate transactions, which consumes significant energy and limits scalability. Ethereum Classic's 10-year returns are nowhere near those of Ethereum. 10 stocks we like better than Ethereum Classic › Ethereum (CRYPTO: ETH) is the second-largest cryptocurrency, but there's a smaller alternative with a much lower price: Ethereum Classic (CRYPTO: ETC). When the original Ethereum blockchain underwent a hard fork in 2016, it split into two branches, one for Ethereum and one for Ethereum Classic. Since then, these cryptocurrencies have fared much differently. If you're considering buying Ethereum Classic to build your crypto portfolio, you need to know a few key things first. 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 » 1. Its key principle: Code is law The hard fork that split Ethereum in two was the result of a 2016 hack. There was debate about whether to reverse the theft of 3.6 million ETH tokens or keep it in place to avoid altering the blockchain. Ethereum is the version of the blockchain with the theft reversed. Ethereum Classic is a continuation of the original blockchain without reversing the hack. It was essentially a philosophical difference. Most token holders accepted the hard fork, but a small subset believed the blockchain record should remain unchanged. On Ethereum Classic, code is law. It runs applications exactly as programmed without third-party interference. This may matter to you if you're a crypto purist who values an immutable blockchain. However, if your main goal is to make money by investing in cryptocurrency, there are more important considerations. The philosophy behind Ethereum Classic doesn't give it any notable advantages. 2. Ethereum Classic is a proof-of-work blockchain A major difference between Ethereum ...

‘Worth It’: Top Investor is Gung-Ho About Broadcom Stock TipRanks

Here Is Why Palantir Is Up 11% After Earnings 24/7 Wall St.

Palantir (NASDAQ: PLTR) reported Q4 results that beat across the board, and investors are carrying that momentum into Tuesday’s open. As we noted in our live earnings coverage yesterday, the key question was whether management could sustain the commercial growth trajectory that defined 2025. They delivered an emphatic answer. Guidance Drives the Reaction Revenue hit ... Here Is Why Palantir Is Up 11% After Earnings

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: DA Davidson upgraded Q2 Holdings (QTWO) to Buy from Neutral with an unchanged $82 price target. The firm is "not making a call" on the upcoming Q4 results per se, but it believes that the pullback in the shares over the last 6-8 months has created a more attractive entry point. Citi upgraded JetBlue (JBLU) to Neutral from Sell with a price target of $6, up from $4. The firm sees "upside risks" for the shares and says JetBlue is one of the few airlines that "strategic optionality is even a possibility." Morgan Stanley upgraded Affirm (AFRM) to Overweight from Equal Weight with a price target of $76, down from $83. The recent stock weakness brings a "compelling risk/reward," the firm tells investors in a research note. Daiwa upgraded Visa (V) to Outperform from Neutral with an unchanged price target of $370. The firm revised earnings forecasts for Visa in light of the Q1 earnings release on January 29, "nudging up" forecasts for the medium term. Daiwa also upgraded MasterCard (MA) to Outperform from Neutral with a price target of $610, up from $605. Northland upgraded Palantir (PLTR) to Outperform from Market Perform with a price target of $190, up from $185, following the company's "extravagant results" in Q4. Top 5 Downgrades: Piper Sandler downgraded Adobe (ADBE) to Neutral from Overweight with a price target of $330, down from $470, following a transfer in analyst coverage. The firm is concerned that seat-compression and vibe coding narratives could put a ceiling on the multiple, adding that "this is not a call" on Q4 earnings. RBC Capital downgraded Elevance Health (ELV) to Sector Perform from Outperform with a price target of $358, down from $392. While "encouraged" by management's confidence in underlying performance, the firm is stepping to the sidelines on the softe...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: DA Davidson upgraded Q2 Holdings (QTWO) to Buy from Neutral with an unchanged $82 price target. The firm is "not making a call" on the upcoming Q4 results per se, but it believes that the pullback in the shares over the last 6-8 months has created a more attractive entry point. Citi upgraded JetBlue (JBLU) to Neutral from Sell with a price target of $6, up from $4. The firm sees "upside risks" for the shares and says JetBlue is one of the few airlines that "strategic optionality is even a possibility." Morgan Stanley upgraded Affirm (AFRM) to Overweight from Equal Weight with a price target of $76, down from $83. The recent stock weakness brings a "compelling risk/reward," the firm tells investors in a research note. Daiwa upgraded Visa (V) to Outperform from Neutral with an unchanged price target of $370. The firm revised earnings forecasts for Visa in light of the Q1 earnings release on January 29, "nudging up" forecasts for the medium term. Daiwa also upgraded MasterCard (MA) to Outperform from Neutral with a price target of $610, up from $605. Northland upgraded Palantir (PLTR) to Outperform from Market Perform with a price target of $190, up from $185, following the company's "extravagant results" in Q4. Top 5 Downgrades: Piper Sandler downgraded Adobe (ADBE) to Neutral from Overweight with a price target of $330, down from $470, following a transfer in analyst coverage. The firm is concerned that seat-compression and vibe coding narratives could put a ceiling on the multiple, adding that "this is not a call" on Q4 earnings. RBC Capital downgraded Elevance Health (ELV) to Sector Perform from Outperform with a price target of $358, down from $392. While "encouraged" by management's confidence in underlying performance, the firm is stepping to the sidelines on the softe...

格隆汇2月3日｜热门中概股盘初涨跌互现，纳斯达克中国金龙指数跌0.4%，哔哩哔哩、阿里巴巴、网易跌超2%，百度、京东跌超1%。小鹏汽车涨超2%。

Just_Super/E+ via Getty Images Snowflake ( SNOW ) has released Semantic View Autopilot, an artificial intelligence-powered service that automates the creation and governance of semantic views, giving agents a shared understanding of business metrics to deliver more consistent and trustworthy outputs. The data cloud company also introduced new capabilities across agent evaluations and observability, end-to-end machine learning, and AI cost governance. "AI is quickly becoming part of the operating fabric of the enterprise, not a side project," said Christian Kleinerman, executive vice president of product at Snowflake. "Our focus is to make that future a reality now by ensuring AI agents operate on consistent business logic, behave as expected, and scale without surprises. By unifying trust, governance, and execution on one platform, we're delivering AI that actually works in the environments our customers care about." Snowflake finds that some enterprises are deploying AI agents into environments with limited understanding of that business' particular metrics and semantics. This creates a fragmented approach to AI adoption and can produce unreliable outputs. "Semantic View Autopilot addresses this challenge by automatically building, optimizing, and maintaining governed semantic views, potentially eliminating the need for manual, error-prone semantic modeling," Snowflake said. More on Snowflake Snowflake Is Melting: Avoid Snowflake: Buy The Dip On Lower Valuation And Rising RPO (Upgrade) Snowflake: Little Opportunity At Current Valuation Snowflake inks $200M deal with OpenAI to deliver enterprise-scale AI Snowflake launches energy solutions

文章提及标的 迪士尼 -- 总台记者当地时间2月3日获悉，根据美国华特迪士尼（DIS）公司(迪士尼（DIS）)的任命，其主题公园及度假区业务负责人乔什.达马罗将接替罗伯特.艾格，出任该公司首席执行官。(央视新闻)

New York, February 3, 2026, 09:34 (EST) — Regular session underway Microsoft shares slipped 1.6% in early trading, adding to the recent volatility following last week’s earnings report. Since Monday, Azure status updates reveal two distinct incidents, affecting VM management and Managed Identity services. Heavyweight earnings and the February 6 U.S. jobs report are next on traders’ radar for a market move. Microsoft shares dropped 1.6% to $423.37 in early Tuesday trading, pulling back from the open and underperforming some tech peers as investors zeroed in on cloud execution and AI expenses. This shift matters as markets scramble to price in both the potential gains and the costs tied to Big Tech’s AI push. A packed earnings calendar has investors focused sharply on corporate spending and returns. (Reuters) “For companies with sky-high expectations, the pressure is on to deliver,” said Jim Baird, chief investment officer at Plante Moran Financial Advisors. He warned that stocks could swing sharply if growth misses these lofty targets, highlighting the upcoming U.S. jobs report on Feb. 6 as a key test for market sentiment. (Reuters) Microsoft’s Azure status page flagged two distinct incidents since late Monday, interrupting customer operations in some cloud regions. A configuration change caused service-management errors affecting virtual machines across multiple areas. Then, early Tuesday, Managed Identity — the service that provides security tokens for cloud resources — experienced problems in the East and West U.S. (Status) Snowflake announced on Monday a $200 million deal with OpenAI to integrate OpenAI’s models directly within Snowflake on all three leading cloud platforms, not just Microsoft Azure. The company said clients like Canva and WHOOP are already leveraging this collaboration, while Databricks continues to compete aggressively in the space. (Reuters) Microsoft’s shares are still digesting last week’s reset after the company reported record AI infrastru...

纽交所金矿股指数涨5.2%，创11月以来最大盘中涨幅。

There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Viant Technology (DSP – Research Report), Nvidia (NVDA – Research Report) and Digital Turbine (APPS – Research Report) with bullish sentiments. Viant Technology (DSP) Craig-Hallum analyst Jason Kreyer reiterated a Buy rating on Viant Technology today and set a price target of $18.00. The company’s shares closed last Friday at $11.82. According to TipRanks.com, Kreyer is a 4-star analyst with an average return of 10.1% and a 42.6% success rate. Kreyer covers the Technology sector, focusing on stocks such as Gloo Holdings, Inc. Class A, Zeta Global Holdings Corp, and Creative Realities. ;'> The word on The Street in general, suggests a Strong Buy analyst consensus rating for Viant Technology with a $18.58 average price target. See Insiders’ Hot Stocks on TipRanks >> Nvidia (NVDA) In a report released today, Vivek Arya from Bank of America Securities maintained a Buy rating on Nvidia. The company’s shares closed last Friday at $191.13. According to TipRanks.com, Arya is a 5-star analyst with an average return of 21.0% and a 61.9% success rate. Arya covers the Technology sector, focusing on stocks such as MACOM Technology Solutions Holdings, Credo Technology Group Holding Ltd, and Advanced Micro Devices. ;'> Nvidia has an analyst consensus of Strong Buy, with a price target consensus of $262.79, which is a 37.4% upside from current levels. In a report issued on January 21, J.P. Morgan also maintained a Buy rating on the stock. Digital Turbine (APPS) Craig-Hallum analyst Anthony Stoss maintained a Buy rating on Digital Turbine today. The company’s shares closed last Friday at $5.22. According to TipRanks.com, Stoss is a 4-star analyst with an average return of 7.3% and a 48.7% success rate. Stoss covers the Technology sector, focusing on stocks such as indie Semiconductor, Skyworks Solutions, and Digi International. ;'> Currently, the analyst consensus on Digital Turbine is a M...