Image source: The Motley Fool. Tuesday, February 3, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Surendralal Karsanbhai Chief Financial Officer — Michael Baughman Chief Operating Officer — Ram Krishnan TAKEAWAYS Underlying Orders Growth -- Up 9%, resulting in four consecutive quarters of strong order growth and a trailing twelve-month orders increase of 6%. -- Up 9%, resulting in four consecutive quarters of strong order growth and a trailing twelve-month orders increase of 6%. Underlying Sales Growth -- Increased 2%, led by 11% growth in Test and Measurement and broad-based 14% growth in identified verticals. -- Increased 2%, led by 11% growth in Test and Measurement and broad-based 14% growth in identified verticals. Adjusted Segment EBITDA Margin -- Reported at 27.7%, exceeding internal expectations; excluding a software renewal dynamic, up 40 basis points year over year. -- Reported at 27.7%, exceeding internal expectations; excluding a software renewal dynamic, up 40 basis points year over year. Adjusted Earnings Per Share (EPS) -- Reached $1.46, a 6% increase, and full-year guidance raised to $6.40-$6.55 per share. -- Reached $1.46, a 6% increase, and full-year guidance raised to $6.40-$6.55 per share. Free Cash Flow -- Delivered $202 million for the quarter with a 14% margin, positioning for full-year growth of approximately 10% and greater than 18% margin. -- Delivered $202 million for the quarter with a 14% margin, positioning for full-year growth of approximately 10% and greater than 18% margin. Backlog -- Ended at $7.9 billion, up 9%, with a book-to-bill ratio of 1.13, supporting sales through 2026 and into 2027. -- Ended at $7.9 billion, up 9%, with a book-to-bill ratio of 1.13, supporting sales through 2026 and into 2027. Annual Contract Value (ACV) from Software -- Grew 9% to $1.6 billion; management expects 10%+ growth for the full year. -- Grew 9% to $1.6 billion; management expects 10%+ growth for the full year. Regional Sales Pe...

美联储理事米兰据悉从美国白宫辞职。（财联社）

Oracle stock price falls as $50 billion funding push rolls out; ORCL bond, preferred terms in focus TechStock²

Chinese e-commerce giant Alibaba's Qwen team of AI researchers has emerged in the last year as one of the global leaders of open source AI development, releasing a host of powerful large language models and specialized multimodal models that approach, and in some cases, surpass the performance of the proprietary U.S. leaders such as OpenAI, Anthropic, Google and xAI. Now the Qwen team is back again this week with a compelling release that matches the "vibe coding" frenzy that has arisen in recent months: Qwen3-Coder-Next , a specialized 80-billion-parameter model designed to deliver elite agentic performance within a lightweight active footprint. It's been released on a permissive Apache 2.0 license, enabling commercial usage by large enterprises and indie developers alike, with the model weights available on Hugging Face in four variants and a technical report describing some of its training approach and innovations. The release marks a major escalation in the global arms race for the ultimate coding assistant, following a week that has seen the space explode with new entrants. From the massive efficiency gains of Anthropic’s Claude Code harness to the high-profile launch of the OpenAI Codex app and the rapid community adoption of open-source frameworks like OpenClaw , the competitive landscape has never been more crowded. In this high-stakes environment, Alibaba isn't just keeping pace — it is attempting to set a new standard for open-weight intelligence. For LLM decision-makers, Qwen3-Coder-Next represents a fundamental shift in the economics of AI engineering. While the model houses 80 billion total parameters, it utilizes an ultra-sparse Mixture-of-Experts (MoE) architecture that activates only 3 billion parameters per forward pass. This design allows it to deliver reasoning capabilities that rival massive proprietary systems while maintaining the low deployment costs and high throughput of a lightweight local model. Solving the long-context bottleneck The core...

超微電腦上季度業績好過市場預期，股價在延長交易時段一度升逾百分之8。 季內純利4億美元，按年增長近兩成半。經調整每股攤薄盈利69美仙，較預期多29美仙。收入接近127億美元，較預期多超過22億美元。 預計今季度經調整每股攤薄盈利最少60美仙。淨收入最少123億美元，而全年度淨收入最少400億美元。

晶片商AMD上季度業績好過市場預期，但股價在延長交易時段一度跌超過半成。 季內純利逾15億美元，按年增長逾兩倍。經調整每股攤薄盈利1.53美元，較預期多21美仙。淨收入逾102億美元，較預期多6億美元。 預期今季度收入中位數為98億美元，相當於按年增長三成二，當中已包括賣往中國的MI308晶片，收入約1億美元。至於經調整毛利率，預期為百分之55。

美国白宫一位官员表示，美联储理事米兰已辞去白宫经济顾问委员会主席一职。自去年9月加入美联储以来，米兰在该职位上一直处于休假状态。在（美联储理事）继任者获得（国会参议院）确认前，他将继续担任美联储理事。米兰本人对此拒绝置评。（巴伦周刊）

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Without a last-minute extension of an expiring treaty between the United States and Russia, the world faces the end of an era of post-Cold War controls over the size of their operational nuclear weapons arsenals, raising fears of a new arms race. The New START treaty – signed in 2010, extended in 2021, and which came after the original 1991 Strategic Arms Reduction Treaty known as START 1 – expires at midnight on Wednesday. China was not included. US President Donald Trump has demanded that any new agreement include China, which has declined to sign on while its nuclear arsenal remains vastly unequal to those of the major nuclear powers. Russia’s offer of a one-year extension of New START is apparently still on the table. The US-Russia treaty is more useful than some think. It limits the number of deployable, or operational, warheads. To verify compliance, both countries need to be transparent about deployment – which can help reduce miscalculation and risk. Thursday will be the first time this century the world is living with no treaty between the major nuclear powers. Caps on deployment and transparency will be gone. This will not help make the world safer. Credible nuclear deterrence is of major strategic importance to Beijing – hence it does not want to enter an arms treaty so far behind two powers that have spent years perfecting their arsenals. Moreover, there have been many advances, such as supersonic delivery. Advertisement The net result of the expiry of the New START treaty would not only be an end to checks on deployment and transparency – second-tier nuclear powers like the United Kingdom and France would be more likely to increase their arsenals, while third-tier countries like India and Pakistan may also eye arsenal expansion to keep up. The world could arguably face even greater danger from nuclear proliferation than during the Cold War, which was between two major blocs unlike the current fragmented multilateral environment in which the risk of misc...

近期，铜价冲高回落。1月30日，沪铜期货一度突破11万元/吨，但随即开始下挫，收盘下跌2.82%。2月2日，沪铜期货跌至9.85万元/吨，跌幅超过9%。2月3日，沪铜期货价格有所回升。业内人士表示，从中长期来看，新能源（850101）、电力（562350）及AI算力需求仍然存在，铜的基本面支撑较强，其价格保持强势的基本逻辑没有发生变化。数据显示，国内空调（884113）行业每年消耗铜约85万吨。为了应对目前处于高位的铜价，很多家电头部公司已经开展大宗商品期货套期保值业务。(中证报)

Gene Sperling, former National Economic Council Director under Presidents Clinton and Obama and President of Sperling Economic Strategies, says the delay adds to uncertainty at a time when the labor market is already being interpreted in very different ways. He speaks with Romaine Bostick and Katie Greifeld on “The Close.” (Source: Bloomberg)

Micron (MU) ended the recent trading session at $419.42, demonstrating a -4.2% change from the preceding day's closing price. The stock's performance was behind the S&P 500's daily loss of 0.84%. Meanwhile, the Dow experienced a drop of 0.34%, and the technology-dominated Nasdaq saw a decrease of 1.43%. Coming into today, shares of the chipmaker had gained 40.25% in the past month. In that same time, the Computer and Technology sector gained 1.75%, while the S&P 500 gained 1.8%. The investment community will be closely monitoring the performance of Micron in its forthcoming earnings report. In that report, analysts expect Micron to post earnings of $8.4 per share. This would mark year-over-year growth of 438.46%. Meanwhile, our latest consensus estimate is calling for revenue of $18.71 billion, up 132.33% from the prior-year quarter. For the full year, the Zacks Consensus Estimates are projecting earnings of $32.9 per share and revenue of $73.3 billion, which would represent changes of +296.86% and +96.11%, respectively, from the prior year. Investors might also notice recent changes to analyst estimates for Micron. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability. Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system. The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.31% higher. Micron presently features a Zacks Rank of #1 (Strong Buy). Investors should also note Micron's current valuation metr...

Micron (MU) ended the recent trading session at $419.42, demonstrating a -4.2% change from the preceding day's closing price. The stock's performance was behind the S&P 500's daily loss of 0.84%. Meanwhile, the Dow experienced a drop of 0.34%, and the technology-dominated Nasdaq saw a decrease of 1.43%. Coming into today, shares of the chipmaker had gained 40.25% in the past month. In that same time, the Computer and Technology sector gained 1.75%, while the S&P 500 gained 1.8%. The investment community will be closely monitoring the performance of Micron in its forthcoming earnings report. In that report, analysts expect Micron to post earnings of $8.4 per share. This would mark year-over-year growth of 438.46%. Meanwhile, our latest consensus estimate is calling for revenue of $18.71 billion, up 132.33% from the prior-year quarter. For the full year, the Zacks Consensus Estimates are projecting earnings of $32.9 per share and revenue of $73.3 billion, which would represent changes of +296.86% and +96.11%, respectively, from the prior year. Investors might also notice recent changes to analyst estimates for Micron. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability. Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system. The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.31% higher. Micron presently features a Zacks Rank of #1 (Strong Buy). Investors should also note Micron's current valuation metr...

Alibaba (BABA) ended the recent trading session at $163.65, demonstrating a -2.81% change from the preceding day's closing price. This change lagged the S&P 500's 0.84% loss on the day. Elsewhere, the Dow lost 0.34%, while the tech-heavy Nasdaq lost 1.43%. The stock of online retailer has risen by 7.76% in the past month, leading the Retail-Wholesale sector's gain of 6.19% and the S&P 500's gain of 1.8%. Analysts and investors alike will be keeping a close eye on the performance of Alibaba in its upcoming earnings disclosure. It is anticipated that the company will report an EPS of $1.91, marking a 34.81% fall compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $41.26 billion, reflecting a 7.49% rise from the equivalent quarter last year. BABA's full-year Zacks Consensus Estimates are calling for earnings of $5.98 per share and revenue of $147.21 billion. These results would represent year-over-year changes of -33.63% and +6.57%, respectively. It's also important for investors to be aware of any recent modifications to analyst estimates for Alibaba. These revisions help to show the ever-changing nature of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability. Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model. The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 6.93% lower. Right now, Alibaba possesses a Zacks Rank of #5 (Strong Sell). Looking at its valuation, Alibaba is holding ...

Broadcom Inc. (AVGO) ended the recent trading session at $320.33, demonstrating a -3.26% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily loss of 0.84%. Meanwhile, the Dow lost 0.34%, and the Nasdaq, a tech-heavy index, lost 1.43%. Shares of the chipmaker have depreciated by 3.58% over the course of the past month, underperforming the Computer and Technology sector's gain of 1.75%, and the S&P 500's gain of 1.8%. The investment community will be paying close attention to the earnings performance of Broadcom Inc. in its upcoming release. The company is slated to reveal its earnings on March 4, 2026. In that report, analysts expect Broadcom Inc. to post earnings of $2.03 per share. This would mark year-over-year growth of 26.88%. In the meantime, our current consensus estimate forecasts the revenue to be $19.27 billion, indicating a 29.16% growth compared to the corresponding quarter of the prior year. For the full year, the Zacks Consensus Estimates are projecting earnings of $10 per share and revenue of $94.95 billion, which would represent changes of +46.63% and +48.62%, respectively, from the prior year. Investors should also note any recent changes to analyst estimates for Broadcom Inc. Such recent modifications usually signify the changing landscape of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential. Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system. The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the p...

Broadcom Inc. (AVGO) ended the recent trading session at $320.33, demonstrating a -3.26% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily loss of 0.84%. Meanwhile, the Dow lost 0.34%, and the Nasdaq, a tech-heavy index, lost 1.43%. Shares of the chipmaker have depreciated by 3.58% over the course of the past month, underperforming the Computer and Technology sector's gain of 1.75%, and the S&P 500's gain of 1.8%. The investment community will be paying close attention to the earnings performance of Broadcom Inc. in its upcoming release. The company is slated to reveal its earnings on March 4, 2026. In that report, analysts expect Broadcom Inc. to post earnings of $2.03 per share. This would mark year-over-year growth of 26.88%. In the meantime, our current consensus estimate forecasts the revenue to be $19.27 billion, indicating a 29.16% growth compared to the corresponding quarter of the prior year. For the full year, the Zacks Consensus Estimates are projecting earnings of $10 per share and revenue of $94.95 billion, which would represent changes of +46.63% and +48.62%, respectively, from the prior year. Investors should also note any recent changes to analyst estimates for Broadcom Inc. Such recent modifications usually signify the changing landscape of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential. Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system. The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the p...

Broadcom Inc. (AVGO) ended the recent trading session at $320.33, demonstrating a -3.26% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily loss of 0.84%. Meanwhile, the Dow lost 0.34%, and the Nasdaq, a tech-heavy index, lost 1.43%. Shares of the chipmaker have depreciated by 3.58% over the course of the past month, underperforming the Computer and Technology sector's gain of 1.75%, and the S&P 500's gain of 1.8%. The investment community will be paying close attention to the earnings performance of Broadcom Inc. in its upcoming release. The company is slated to reveal its earnings on March 4, 2026. In that report, analysts expect Broadcom Inc. to post earnings of $2.03 per share. This would mark year-over-year growth of 26.88%. In the meantime, our current consensus estimate forecasts the revenue to be $19.27 billion, indicating a 29.16% growth compared to the corresponding quarter of the prior year. For the full year, the Zacks Consensus Estimates are projecting earnings of $10 per share and revenue of $94.95 billion, which would represent changes of +46.63% and +48.62%, respectively, from the prior year. Investors should also note any recent changes to analyst estimates for Broadcom Inc. Such recent modifications usually signify the changing landscape of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential. Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system. The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the p...

美國與伊朗近期密集釋放談判信號，但雙方立場存在巨大鴻溝，國際社會對談判前景普遍不樂觀，戰爭風險依然高漲。多間國際傳媒引述分析均指出，美國正採取「炮艦外交」策略極限施壓，試圖在不發動全面戰爭的前提下迫使伊朗妥協。 美伊各自釋放談判意願 但前提條件南轅北轍 1月31日，美國總統特朗普已稱伊朗正與美國「嚴肅對話」，希望達成確保伊朗不擁核的協議。同日，伊朗總統佩澤希齊揚強調外交是優先選項，但必須以「平等、遠離威脅為前提」。伊朗高層也透露「談判架構正逐步形成」。 新華社引述專家分析指出，美伊雙方在核心問題上分歧嚴重。美國要求伊朗做到「三不」：不得製造核武器、不得進行鈾濃縮、不得擁有濃縮鈾；同時要求伊朗限制彈道導彈發展並停止支持地區代理人。而伊朗則劃定紅線，堅稱和平利用核能的權利及導彈防禦能力「絕不會」被擺上談判桌。卡塔爾專家法利赫·哈吉里認為，美國的全面要求被伊朗視為侵犯主權的政治羞辱，難以接受。 美國策略：以「炮艦外交」極限施壓 意在談判非戰爭 伊朗國際電視台的分析文章將特朗普的策略定義為 「炮艦外交」，即在通過軍事壓力、言辭升級和經濟脅迫來獲取讓步，同時避免承諾發動戰爭或正式推動政權更迭。 文章指出，特朗普在伊朗國內因經濟危機爆發大規模抗議並遭遇暴力鎮壓後，採取了威脅、外交暫停、經濟施壓與顯著軍事信號相結合的手段。其軍事部署的核心是重新派遣以 林肯號航母為首的打擊群，恢復可靠的打擊能力，同時在區域基地重新部署戰鬥機、裝甲部隊和防空系統，傳遞「準備就緒但不作承諾」的信號。其目標似乎是利用伊朗的弱勢地位，脅迫其在核計劃、導彈計劃及地區代理人活動上作出戰略讓步。 歐盟立場趨硬 中東地區國家憂慮衝突外溢 壓力不僅來自美國。1月29日，歐盟外交與安全政策高級代表卡婭卡拉斯表示，歐盟已採取「決定性步驟」，將伊朗伊斯蘭革命衛隊列為恐怖組織，顯示歐洲對伊朗的耐心正在耗盡。但卡拉斯同時警告「該地區不需要另一場戰爭」，凸顯歐洲在施壓與克制之間的平衡。 地區國家也深表憂慮。新華社報道指出，中東國家擔心衝突引發地區動盪、衝擊全球經濟。英國《衛報》社論分析，土耳其、沙特阿拉伯等國正試圖阻止美國，因為它們擔心以色列實力增強、移民潮湧現，以及該地區試圖塑造可靠投資形象的努力遭到破壞。 戰爭風險猶存 任何衝突都可能產生「震撼性影響」 就算談判大門似有縫隙，但戰爭陰霾依舊濃厚。新華社引述北京大學中東研究中...

Usually in the ballpark of a few thousand bucks per year, but the precise answer ultimately depends on what your goal is, and what you're willing to give up. Do you need some regular cash flow from (or for) your investment portfolio? In the long run, dividend stocks are likely to be your best bet. Most of these names not only regularly raise their per-share payments, but these stocks themselves have the potential for much-needed price appreciation. Even income-seekers need some capital growth too! But how much dividend income can you generate with, say a quarter of a million dollars? At the risk of sounding coy, it depends. Apple (AAPL 0.13%) technically pays a dividend, but with a dividend yield of only 0.4%, a $250,000 holding would only produce about $1,000 worth of annual dividend income. That's not much. A stake of this same size in Kraft-Heinz (KHC +1.43%), on the other hand, would generate nearly $16,900 worth of yearly dividend income thanks to its yield of 6.9%. However, this stock's quarterly dividend payment hasn't budged since being reduced all the way back in 2019, and the stock has performed miserably that whole time. A reasonable and sustainable dividend yield at this time is one offered by an instrument like the iShares Select Dividend ETF (DVY +0.99%), which holds a basket of 100 high-quality blue chip stocks with a minimum of five years' worth of consistent dividend payments. Expand NASDAQ : DVY iShares Trust - iShares Select Dividend ETF Today's Change ( 0.99 %) $ 1.49 Current Price $ 152.66 Key Data Points Day's Range $ 150.90 - $ 153.10 52wk Range $ 115.94 - $ 153.10 Volume 538K Some of its holdings include tobacco giant Altria, utilities outfit Edison International, and food company Archer Daniels Midland. Its current dividend yield stands at 3.7%, which is enough to drive $9,250 worth of annual dividend payments with a $250,000 position. Perhaps just as important, this ETF's dividend is likely to grow over time, as will the initial quarter-mil...

Image source: The Motley Fool. Tuesday, Feb. 3, 2026 at 5 p.m. ET Call participants Chief Executive Officer — Samuel Wilson Chief Financial Officer — Kevin Kraus Head of Investor Relations — Kate Patterson Takeaways Total Revenue -- $185 million, exceeding the high end of guidance by approximately $3 million, with year-over-year growth of 3.4%. -- $185 million, exceeding the high end of guidance by approximately $3 million, with year-over-year growth of 3.4%. Service Revenue -- $179.7 million, also above the high end of guidance by about $3 million, and up 3.6% year over year. -- $179.7 million, also above the high end of guidance by about $3 million, and up 3.6% year over year. Usage-Based Offerings -- Grew nearly 60% year over year and now account for approximately 21% of service revenue, versus about 14% a year ago. -- Grew nearly 60% year over year and now account for approximately 21% of service revenue, versus about 14% a year ago. AI Adoption Metrics -- Customer contracts for intelligent customer assistant products increased 70%, and voice AI interactions rose more than 200%, now representing the majority of AI activity on the platform. -- Customer contracts for intelligent customer assistant products increased 70%, and voice AI interactions rose more than 200%, now representing the majority of AI activity on the platform. Multiproduct Customer Momentum -- All top 20 customers now use multiple products, with most having three or more, generating over three times the revenue of customers with two products. -- All top 20 customers now use multiple products, with most having three or more, generating over three times the revenue of customers with two products. New Product Growth -- Four strategic new products, including 8x8 Engage, delivered triple-digit year-over-year growth in revenue. -- Four strategic new products, including 8x8 Engage, delivered triple-digit year-over-year growth in revenue. Gross Margin -- 64.8%, down sequentially due to increased mix from...

In September 2025, Nvidia and OpenAI announced a letter of intent for Nvidia to invest up to $100 billion in OpenAI's AI infrastructure. At the time, the companies said they expected to finalize details "in the coming weeks." Five months later, no deal has closed, Nvidia's CEO now says the $100 billion figure was "never a commitment," and Reuters reports that OpenAI has been quietly seeking alternatives to Nvidia chips since last year. Reuters also wrote that OpenAI is unsatisfied with the speed of some Nvidia chips for inference tasks, citing eight sources familiar with the matter. Inference is the process by which a trained AI model generates responses to user queries. According to the report, the issue became apparent in OpenAI's Codex , an AI code-generation tool. OpenAI staff reportedly attributed some of Codex's performance limitations to Nvidia's GPU-based hardware. After the Reuters story published and Nvidia's stock price took a dive, Nvidia and OpenAI have tried to smooth things over publicly. OpenAI CEO Sam Altman posted on X: "We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from." Read full article Comments

Today, Feb. 3, 2026, Walmart’s $1 trillion milestone stands out as rising bond yields and tech weakness drag major U.S. indexes lower. S&P 500 (^GSPC 0.84%) fell 0.84% to 6,917.81 and the Nasdaq Composite (^IXIC 1.43%) dropped 1.43% to 23,255.19 amid tech weakness. The Dow Jones Industrial Average (^DJI 0.34%) slipped 0.34% to 49,240.99 after touching a record intraday high. Market movers Walmart (WMT +3.04%) outperformed as it crossed the $1 trillion market-cap mark for the first time. PepsiCo (PEP +5.06%) gained on an earnings beat, closing up 4.93% at $162.85. But it was software and fintechs like PayPal (PYPL 20.11%) and Gartner (IT 21.36%) that led the wider fall. Both slid dramatically on earnings disappointments. Other software stocks, such as Salesforce (CRM 6.98%) also tumbled. That said, Palantir Technologies (PLTR +6.75%) jumped after posting robust AI-driven revenue growth yesterday. What this means for investors Tech stocks led the drawdown today as big names such as Nvidia (NVDA 2.82%), Microsoft (MSFT 2.87%), and Amazon (AMZN 1.73%) all lost ground. In addition to AI bubble and over-concentration concerns, new announcements from AI startup Anthropic put further automation pressure on software stocks. Today’s gainers included big retailers such as Walmart, Costco (COST +1.00%), and Target (TGT +1.61%). This suggests that investors are rotating out of high-risk growth stocks and into value investments. Reports that the U.S. Navy had shot down an Iranian drone fueled fears of heightened tensions in the Middle East and caused oil prices to spike. Brent crude rose 2.58% to $68.01 a barrel. Meanwhile, the 10-year Treasury hit a multi-month high as bond yields rose in both the U.S. and Europe.

S&P 500 (SNPINDEX:^GSPC) fell 0.84% to 6,917.81 and the Nasdaq Composite (NASDAQINDEX:^IXIC) dropped 1.43% to 23,255.19 amid tech weakness. The Dow Jones Industrial Average (DJINDICES:^DJI) slipped 0.34% to 49,240.99 after touching a record intraday high. Market movers Walmart (NASDAQ:WMT) outperformed as it crossed the $1 trillion market-cap mark for the first time. PepsiCo (NASDAQ:PEP) gained on an earnings beat, closing up 4.93% at $162.85. But it was software and fintechs like PayPal (NASDAQ:PYPL) and Gartner (NYSE:IT) that led the wider fall. Both slid dramatically on earnings disappointments. Other software stocks, such as Salesforce (NYSE:CRM) also tumbled. That said, Palantir Technologies (NASDAQ:PLTR) jumped after posting robust AI-driven revenue growth yesterday. What this means for investors Tech stocks led the drawdown today as big names such as Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), and Amazon (NASDAQ:AMZN) all lost ground. In addition to AI bubble and over-concentration concerns, new announcements from AI startup Anthropic put further automation pressure on software stocks. Today’s gainers included big retailers such as Walmart, Costco (NASDAQ:COST), and Target (NYSE:TGT). This suggests that investors are rotating out of high-risk growth stocks and into value investments. Reports that the U.S. Navy had shot down an Iranian drone fueled fears of heightened tensions in the Middle East and caused oil prices to spike. Brent crude rose 2.58% to $68.01 a barrel. Meanwhile, the 10-year Treasury hit a multi-month high as bond yields rose in both the U.S. and Europe. Should you buy stock in S&P 500 Index right now? Before you buy stock in S&P 500 Index, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and S&P 500 Index wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on Dec...

美国国会众议院2月3日投票通过联邦政府多个部门本财年剩余时间拨款法案，从1月31日开始的联邦政府部分“停摆”僵局得以化解。法案通过后，将送交总统签署生效。 该法案将为联邦政府多个部门提供资金至9月30日、即本财年结束之时，并为近期因移民执法行动引发争议和抗议的国土安全部提供两周的资金，以便各方继续就改进该部门运作进行谈判。 由于美国参议院1月30日通过的联邦政府拨款法案未及时在众议院审议通过，美国联邦政府多个部门1月31日起陷入“技术性停摆”。（总台记者 赵淼） 责任编辑：丁文武

Apple TV debuts gripping new teaser for limited series “Imperfect Women,” premiering globally Wednesday, March 18, 2026 Starring and executive produced by Emmy Award winners Elisabeth Moss and Kerry Washington, and created for television by Annie Weisman, the eight-episode thriller also stars Kate Mara, Joel Kinnaman, Corey Stoll, Leslie Odom Jr. and more Today, at the 2026 Apple TV Press Day, Apple TV released the teaser for “Imperfect Women,” a new psychological thriller starring and executive produced by Elisabeth Moss (“The Handmaid’s Tale,” “Shining Girls,” “Mad Men”) and Kerry Washington (“Scandal,” “Little Fires Everywhere,” “UnPrisoned”), and created for television by Annie Weisman (“Physical,” “Based on a True Story”), who also serves as showrunner. The eight-episode series will make its global debut on Apple TV with the first two episodes on Wednesday, March 18, followed by new episodes every Wednesday through April 29. Based on Araminta Hall’s novel of the same name, “Imperfect Women” examines a crime that shatters the lives of a decades-long friendship of three women. The unconventional thriller explores guilt and retribution, love and betrayal, and the compromises we make that alter our lives irrevocably. As the investigation unfolds, so does the truth about how even the closest friendships may not be what they seem. The ensemble cast starring alongside Emmy Award winners Moss and Washington also includes Kate Mara (“House of Cards,” “The Martian”), Joel Kinnaman (“For All Mankind”), Corey Stoll (“House of Cards”), Leslie Odom Jr. (“Hamilton,” “Central Park”), Audrey Zahn (“Wildcat”), Jill Wagner (“Special Ops: Lioness”), Rome Flynn (“With Love”), Sheryl Lee Ralph (“Abbott Elementary”), Violette Linnz (“Winning Time: The Rise of the Lakers Dynasty”), Indiana Elle (“The Housemaid”), Jackson Kelly (“The Pitt”), Keith Carradine (“Madam Secretary”), Ana Ortiz (“Ugly Betty”) and Wilson Bethel (“All Rise”). “Imperfect Women” is a co-production between 20th Te...

The British son of the jailed Hong Kong media entrepreneur Jimmy Lai has criticised the UK government for failing to place conditions on his father’s release during the prime minister’s visit to China last week. Speaking at a parliamentary hearing on Tuesday, Sebastien Lai said his father’s incarceration was not only a humanitarian and national security issue, but an issue “where our values are being locked up” along with him. View image in fullscreen Sebastien Lai says time is running out for his father, who is in poor health. Photograph: Jill Mead/The Guardian The remarks come after the first trip to China by a UK leader in eight years, during which Keir Starmer is said to have raised the case of the former media tycoon and one of Hong Kong’s most significant pro-democracy voices. In December 2025, Lai, a British citizen, was convicted of national security offences in December after a near two-year trial that international rights groups criticised as politically motivated and an attack on press freedom. Weeks before the prime minister’s visit, it is understood Lai met with the foreign secretary, Yvette Cooper, and discussed the importance of his father’s case as well as the 78-year-old’s deteriorating health in solitary confinement. “If it is so important then surely there should be some conditionalities put on my father’s release. The trip was a big thing to have been given away, the embassy as well,” said Lai, speaking at an all-party parliamentary group on arbitrary detention and hostage affairs hearing on his father’s case. The UK government wants closer ties with the world’s second biggest economy and approved the new highly contested Chinese embassy in London last month. While there were some tangible gains from the trip – a visa waiver, the dropping of sanctions on British MPs and peers, and investment in China by British firms – criticism came from parliamentarians questioning why the prime minister travelled to Beijing with the embassy “in our back pocket...

格隆汇2月4日｜据央视，当地时间2月3日，美国总统特朗普在白宫签署政府拨款法案时表示，与伊朗本周的谈判仍在继续，伊朗方面有意愿采取行动。特朗普称，与伊朗方面“正在进行谈判”，并希望能够达成某种结果。他表示不能透露会在哪里与伊朗会谈，并称“与伊朗的会晤不止一次”。特朗普称，相关方此前曾有机会达成协议但未能成功，他不希望再次出现类似去年对伊实施“午夜之锤”军事行动的情况。