FinancialContent - Palantir CEO Alex Karp Says ‘Inexplicable Growth in Revenue, but Not Inexplicable Growth in Customers’ Is Ahead. What Does That Mean for PLTR Stock? FinancialContent

格隆汇2月4日｜惠誉：预计加拿大经济增长将在2026年放缓至仅1.1%。预计加拿大失业率已见顶，部分反映了更严格的移民政策对劳动力的影响。

Image source: The Motley Fool. Wednesday, February 4, 2026 at 9 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Raymond Scott Senior Vice President and Chief Financial Officer — Jason Cardew Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- $23.3 billion for the full year, a 5% increase. -- $23.3 billion for the full year, a 5% increase. Core Operating Earnings -- $1.1 billion or 4.6% of net sales for the full year. -- $1.1 billion or 4.6% of net sales for the full year. Adjusted Earnings Per Share -- $12.80, up 1%, and marking the fifth consecutive annual increase. -- $12.80, up 1%, and marking the fifth consecutive annual increase. Operating Cash Flow -- $1.1 billion for the year. -- $1.1 billion for the year. Free Cash Flow -- $527 million in 2025. -- $527 million in 2025. Share Repurchases -- $325 million in 2025, above the initial $250 million target. -- $325 million in 2025, above the initial $250 million target. Capital Returned to Shareholders -- Almost $500 million via dividends and buybacks. -- Almost $500 million via dividends and buybacks. Net Operating Performance Savings -- $195 million, exceeding the original $125 million target by 56%. -- $195 million, exceeding the original $125 million target by 56%. Headcount Reduction -- Global hourly headcount reduced by 7,000 during the year, and 22,000 over two years. -- Global hourly headcount reduced by 7,000 during the year, and 22,000 over two years. Seating Segment Full-Year Sales -- $17.3 billion, a $61 million (0.4%) increase. -- $17.3 billion, a $61 million (0.4%) increase. Seating Segment Adjusted Operating Margin -- 6.4% for the year, down from 2024 due to lower volumes and unfavorable mix. -- 6.4% for the year, down from 2024 due to lower volumes and unfavorable mix. E-Systems Full-Year Sales -- $6 billion, a decrease of $108 million (2%). -- $6 billion, a decrease of $108 million (2%). E-Systems Adjusted Operating Margin -- 4.9%, down from...

These Stocks Are Today’s Movers: AMD, Eli Lilly, AbbVie, Uber, Super Micro, Enphase, Boston Scientific, and More Barron's

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Looking at the universe of stocks we cover at Dividend Channel, on 2/6/26, SouthState Bank Corp (Symbol: SSB), Synchrony Financial (Symbol: SYF), and Federated Hermes Inc (Symbol: FHI) will all trade ex-dividend for their respective upcoming dividends. SouthState Bank Corp will pay its quarterly dividend of $0.60 on 2/13/26, Synchrony Financial will pay its quarterly dividend of $0.30 on 2/17/26, and Federated Hermes Inc will pay its quarterly dividend of $0.34 on 2/13/26. As a percentage of SSB's recent stock price of $103.91, this dividend works out to approximately 0.58%, so look for shares of SouthState Bank Corp to trade 0.58% lower — all else being equal — when SSB shares open for trading on 2/6/26. Similarly, investors should look for SYF to open 0.41% lower in price and for FHI to open 0.64% lower, all else being equal. Below are dividend history charts for SSB, SYF, and FHI, showing historical dividends prior to the most recent ones declared. SouthState Bank Corp (Symbol: SSB): Synchrony Financial (Symbol: SYF): Federated Hermes Inc (Symbol: FHI): In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 2.31% for SouthState Bank Corp, 1.62% for Synchrony Financial, and 2.58% for Federated Hermes Inc. In Wednesday trading, SouthState Bank Corp shares are currently up about 0.9%, Synchrony Financial shares are up about 0.5%, and Federated Hermes Inc shares are down about 1.7% on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen » Also see: • Top Stocks Held By Louis Bacon • UE Stock Predictions • Funds Holding BYD The vi...

GOOG Forecast: New Street-High Price Target Lands Ahead of Earnings TipRanks

Yesterday we were watching whether Super Micro Computer (NASDAQ: SMCI) could finally reverse its recent string of earnings disappointments, which included three misses over the past five quarters. The company delivered Q2 revenue of $12.7 billion, a 123% year-over-year (YOY) increase that crushed Wall Street’s $10.42 billion consensus. This morning, shares opened sharply higher at ... Super Micro Computer Rallies After Raising Full-Year Revenue Guidance to $40 Billion From $33 Billion

ST云创公告，公司股票最近2个有成交的交易日2026年2月3日至2026年2月4日以内收盘价涨幅偏离值累计达到58.75%，根据《北京证券交易所交易规则（试行）》等相关规定，属于股票异常交易波动情形。经向北京证券交易所申请，本公司股票自2026年2月5日起停牌，预计将于2026年2月12日前复牌。公司将就股票交易异常波动情况进行自查，自披露自查公告后复牌。

00:00 Speaker A Brooke, I mentioned at the top of the show, these selloffs have gotten pretty serious too. Uh, really, and it's not just the likes of of legal names. I mean, it's really started to spread yesterday more so to to a Salesforce, a ServiceNow or a ServiceNow, these companies that are already have been pounded here today. 00:16 Speaker B Yes, certainly, as you showed earlier within the show, all these software stocks largely in the red to kick off today's trading session. and also earlier this week, Piper Sandler downgraded a few stocks there, Adobe, Freshworks, Vertex, and that really sort of gained momentum as we're making our way into this middle of the week. And on top of that too, a lot of this red work that we're hearing from the street is kind of like, I told you so. JP Morgan out with the uh note this morning, saying that over the past three years they've been warning their clients that this could happen that the AI is essentially coming for software here. They essentially said within the note that it's changing fast, that it could seriously change the landscape of software companies and that these companies even need to evolve even more so than what they already have been trying to do. And on top of that too, they even said that they ran multiple, quote unquote, death of software webinars to get investors ahead of this. And so is there a was there a bubble within the software, like Tom said, was were these valuations a little too hot for the street to handle? And now where we seeing a pullback as investors try to digest and understand where these software stocks stand as we move forward in a world where AI has just become more and more prominent towards the end of 2025 and really ramping up and serious implications moving into 2026. 01:54 Speaker A Tom, back to you. Um look, these companies, software companies that got hit double digits yesterday, they're not going out of business today or tomorrow. But what is your, what is your buy signal on a ...

法律法规和政策都应适应时代要求，跟随时代脚步。 近日，海南省拟“重奖”歌手陈奕迅、张学友的新闻登上热搜，也引发网络热议。 据报道，2月2日，海南省旅游和文化广电体育厅发布公示公告称，根据《海南省进一步促进文体旅商展联动扩大消费若干措施》及《海南省关于支持大型演唱会、音乐节及高品质优秀剧目文艺演出实施细则》，对《陈奕迅FEAR and DREAMS世界巡回演唱会》和《JACKY CHEUNG 60+ CONCERT TOUR张学友60+巡回演唱会海口站》，分别给予100万元和50万元的一次性奖励。 原来，去年4月，为鼓励引进大型文艺演出活动，助推国际旅游消费中心建设，海南省旅文厅出台上述扶持政策，对售票人数和收入达到设定标准的文艺演出，给予一次性奖励，最高奖金可达300万元。分别于去年6月和2月举行的陈奕迅、张学友演唱会，售票人数和收入均达到了相关奖励标准，从而拟兑现奖励。 海南此举在网上既获得大量支持，也引发诸多争议。反对声音中比较有代表性的一个是，在当前民生支出面临较大压力的情况下，政府以巨资奖励头部艺人，有“劫贫济富”之嫌。更重要的是，反对者指出，该做法还涉嫌违反国家相关规定。 根据现行《营业性演出管理条例》第三十二条规定，“除文化主管部门依照国家有关规定对体现民族特色和国家水准的演出给予补助外，各级人民政府和政府部门不得资助、赞助或者变相资助、赞助营业性演出”，违反规定要受到相应处罚。虽然《<条例>实施细则》第三十一条同时规定，“县级以上人民政府有关部门可以依照《条例》的有关规定和财务管理制度，鼓励和支持体现民族特色和国家水准的演出”，但上述两场演唱会是否属于“体现民族特色和国家水准的演出”，显然存在一定争议，公示文件也并未说明。 这样看来，海南相关奖励政策涉嫌违规是有可能的。但笔者认为，海南省这个规违得可能有点“冤”，而问题出在“规定”本身上。 众所周知，增强消费对经济发展的基础性作用，加快形成更多由内需主导、消费拉动、内生增长的经济发展模式，是中央根据国内外发展大势作出的战略决策。2023年以来，国务院办公厅及相关部门先后制定出台有关释放旅游消费潜力、推动旅游业高质量发展的政策措施，其中都明确提到要丰富“音乐+旅游”“演出+旅游”等业态，助力演出经济发展，提振文旅消费。 在此背景下，浙江、四川、上海、海南等多个省市出台了奖补政策，鼓励优质文艺演出项目落地。...

(RTTNews) - Stock of Azenta, Inc. (AZTA) is dropping about 22 percent on Wednesday morning trading following the announcement of its first quarter financial results, reporting loss of $0.34 per share compared to $0.25 per share, last year. The company's stock is currently trading at $28.78, down 22.01 percent or $8.01, over the previous close of $36.91 on the Nasdaq. It has traded between $23.91 and $55.64 in the past one year. Revenue from operations increased to $149 millions from $147 million in the previous year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

KinoMasterskaya/iStock via Getty Images Medifast ( MED ) is one of the rare companies that would be worth more money if it shut down tomorrow. If you bought stock in this company right now, it could shut down and give you back more cash than you paid for your shares. The market is effectively saying that Medifast and its OPTAVIA weight-loss MLM business have a value of less than zero. Medifast currently has a market cap of $117.57 million and $173.51 million in cash, as well as $12.26 million in debt. So, it has an EV of -$43.68 million. I’ve covered a lot of CPG companies, and I haven’t seen any other companies with a negative EV. And this metric doesn’t even include the company’s other assets. As you might expect, Medifast’s OPTAVIA business isn’t doing very well. In Q3 2025 , Medifast posted revenue of $89.4 million, down 36% from the previous quarter. It also posted a loss of $2.1 million. And its results are likely to get worse. Consumers can buy Ozempic and other GLP-1 drugs to lose weight now, so they don’t need OPTAVIA’s weight-loss food or coaching support anymore. The OPTAVIA coaches have also been leaving the program because there’s less need for their services now. The company now has 19,500 coaches, down from 30,000 in Q3 2024. Medifast’s management is now trying to pivot the company from providing weight-loss services to providing metabolic health services. With a strong balance sheet, Medifast has some time to attempt a turnaround. The main risk for investors is that this turnaround won’t succeed and will waste the company’s remaining cash. So, it would be worthwhile to consider Medifast’s plans for 2026. Medifast’s Focus on Metabolic Health Is About Providing a Long-Term Weight-Loss Solution Everyone knows that they can lose weight quickly with GLP-1 drugs now, but if they stop taking these drugs, they often gain weight again. So, Medifast’s argument is that GLP-1 drugs are only a temporary solution. The company now plans to have its coaches teach th...

Stock Movers: AMD, Chipotle, Match Group Bloomberg.com

JHVEPhoto/iStock Editorial via Getty Images Novo Nordisk ( NVO ) shares plunged this past Tuesday, following a disappointing Q4 earnings report and year-ahead outlook. Shares of the European-based GLP-1 weight-loss drugmaker fell further on the heels of strong numbers put out by US rival Eli Lilly ( LLY ). I had a buy rating on LLY back in the summer of 2024 . I outlined a $1000 price target, and it took a while for the Indianapolis-based Health Care company to see its stock reach quadruple digits. Wednesday’s rally puts LLY well above $1000. I reiterate a buy rating. I’ll provide a refreshed valuation in light of today’s solid numbers and an updated technical view. LLY Outperforming XLV, SPY, and NVO YoY Stockcharts.com In February, Eli Lilly reported a solid set of quarterly results. Q4 non-GAAP EPS of $7.54 topped the Wall Street consensus target by $0.61, while revenue of $19.3 billion, up a whopping 43% from the same period a year ago, was a material $1.3 billion beat. CEO Dave Ricks and the rest of the management team offered 2026 guidance , including a revenue forecast of $80-$83 billion (25% YoY growth) and non-GAAP EPS of $33.50-$35 (above consensus numbers of $77.56 billion and $33.30, respectively). Shares soared 9% shortly after the numbers hit the tape. If that holds to the close, it would mark the best earnings reaction going back to August of 2024, according to data from Option Research & Technology Services. The options-implied price swing in advance of the Q4 print was just 6.8%, so this was a very strong report, according to traders. LLY's implied volatility was 45% the day before earnings, while short interest on the $990 billion market cap Health Care company is low at 0.86%. Looking back on the quarter that was, Lilly delivered a very strong Q4 2025, driven largely by $13.8 billion in key product sales and especially explosive growth in Mounjaro and Zepbound, which together added about $6.3 billion of incremental quarterly net sales. Those bash ...

Key Points MPLX invested heavily in its growth last year. The MLP's strong financial profile supports its high-yielding payout and growth investments. It has expansion projects underway that should enter service through 2029. 10 stocks we like better than MPLX › High-yielding dividend stocks often have higher risk profiles. With a nearly 8% yield, MPLX (NYSE: MPLX) would seem to be in the higher risk category. However, that couldn't be farther from the truth. The master limited partnership (MLP) -- an entity that sends a Schedule K-1 Federal Tax Form each year -- has a fortress financial profile. Further, the pipeline company has visible growth secured through 2029. These features mean you can confidently buy and hold this high-yielding dividend stock through at least the end of the decade. 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 » Another strong year MPLX recently reported its fourth-quarter and full-year financial results. The MLP generated $5.8 billion of distributable cash flow last year, enough to cover its high-yielding distribution by a comfortable 1.4 times. The MLP produced $1 billion in free cash flow after paying distributions, enabling it to retain cash to fund growth. The pipeline company invested well in excess of that amount last year as growth investments totaled $5.5 billion. It made several acquisitions, including the $2.4 billion purchase of Northwind Midstream. The MLP also invested capital across several expansion projects. Even with that massive growth investment, the MLP ended the year with a rock-solid financial profile. Its leverage ratio of 3.7 times is well below the 4.0 times range that its stable cash flows can support. The MLP's strong financial profile and growing cash flows enabled it to hike its distribution payment by 12.5% last year. Ample growth coming down the pipeline MPLX expects to invest another $2.4 billion into growth capital projec...

1933bkk/iStock via Getty Images Full Truck Alliance ( YMM ), a digital freight platform connecting shippers with truckers, has struggled in the past four months or so with the stock gradually moving lower. However, while it is discouraging to see the stock head lower like it has recently, there are a number of reasons why now could be a good time to be betting on long YMM. Why the decline in the stock is likely over The chart below shows why long YMM has not been an enticing proposition in the last four months or so. The stock hit an intraday and 52-weeks high of $14.07 per ADS on October 7, but it was unable to stay above the $14.00 price point because it closed at exactly $14.00 that day. Moreover, the stock proceeded to decline from that point on, which is similar to what happened before in several instances. For instance, the stock made a couple of forays above $14.00 on an intraday basis in September, only to close below this price level on each occasion. Source: Thinkorswim app If we go back to Mach of 2025, we can see that what happened in the past few months is similar to what happened almost a year ago. YMM managed to get close to $14.00 with a high of $13.85, but it then proceeded to go on a major selloff, similar in magnitude to the one of the past few months. In both instances, the decline brought the stock close to the $9-10 region, or the $9.50 price point to be more specific. The chart below shows how the selloff in March 2025 ended with YMM bottoming in April 2025 at $9.67, or $9.45 on an intraday basis. Source: Thinkorswim app Furthermore, this bounce seems to not have happened for no particular reason at this particular price level because it is actually close to an important support level. A close-up of the first chart or the chart below shows how the selloff in March/April 2025 was preceded by a rally which took the stock from a low of $6.66 to a high of $13.85. The 61.8% Fibonacci retracement of this move or $6.66 to $13.85 is $9.41, or $0.04 be...

Justin Sullivan/Getty Images News Chevron ( CVX ) said Wednesday it signed a memorandum of understanding with Syrian Petroleum Company and Qatari firm UCC Holding to evaluate the potential for offshore oil and gas exploration in the Middle East country. Chevron ( CVX ) already operates the giant Leviathan gas field offshore Israel, directly south of Syrian waters. The deal marks Syria's first formal step toward offshore energy exploration as the government seeks to expand hydrocarbon production; most of Syria's current oil production comes from onshore fields in the northeast, such as the Al-Omar field. Before Syria's nearly 15-year civil war that killed ~500K people, the oil sector was a critical component of Syria’s economy, with the country producing 380K bbl/day and exports bringing in more than $3B in 2010. Separately, Chevron ( CVX ) said it renewed its commitment to developing the Yoyo-Yolanda gas project that straddles the maritime border between Equatorial Guinea and Cameroon; the Chevron-operated Yoyo and Yolanda fields contain ~2.5T cf of gas. More on Chevron Chevron: Robust Fundamentals, Growth Drivers, And Valuation Justify Recent Bullish Breakout Chevron Beats Earnings As Oil Prices Rise: Back Up The Truck Chevron Q4 2025 Earnings Call Presentation

格隆汇2月4日｜凯投宏观的Jack Allen-Reynolds在报告中表示，欧元区服务业通胀预计将在未来几个月进一步低于欧洲央行的预测。1月服务业通胀率从12月的3.4%降至3.2%，意味着此前去年8月至11月期间的上行几乎已被完全逆转。随着工资增速降温以及其他领先指标释放信号，服务业通胀有望持续下行，这将推动核心通胀率在今年下半年跌破2%，整体通胀率降至1.5%以下。“这将低于欧洲央行的预测，因此我们已将降息时间点预期在今年年底。”

Chinese EV maker NIO Inc. NIO continues to push forward with its global expansion, moving beyond China into markets across Europe, Central Asia and the Asia-Pacific region. Over the past few years, the company has steadily expanded its overseas footprint, aiming to reach more customers with its smart and sustainable electric vehicles. One of NIO’s more recent moves has been into Central Asia. The company officially opened its first store in Uzbekistan, launching NIO Space Tashkent in partnership with local distributor Abu Sahiy Motors, marking its entry into the region. NIO plans to offer several models in Uzbekistan, including the ET9, EL8, EL6, ET5, and ET5 Touring, along with the L90 and L60 EVs from its Onvo sub-brand. This move reflects NIO’s shift toward a national distributor model overseas, following challenges in replicating its China-style direct-sales approach. Beyond Central Asia, NIO is also targeting Australia and New Zealand as part of the global expansion of its Firefly sub-brand. The company plans to enter both right-hand-drive markets in the second half of 2026, focusing on compact electric vehicles. This strategy reflects a careful approach to choosing markets where demand is growing and regulatory conditions are favorable. The company also aims to continue building its presence in the Asia-Pacific while maintaining a strong focus on its China operations. Europe remains a central pillar of NIO’s international strategy. The company plans to introduce five models in Portugal, Greece, Cyprus, Bulgaria and Denmark. These models include the NIO-branded EL6, EL8, ET5, ET5 Touring, and a compact new model under its Firefly sub-brand. To support this expansion, NIO is partnering with national distributors in each market, including JAP Group in Portugal; Motodynamics Group in Greece from 2025, as well as in Cyprus and Bulgaria from 2026; and Nic. Christiansen Group in Denmark. NIO’s journey into Europe began earlier, with its first entry into Norway in 202...