Nvidia expects huge growth through 2030. "The one that got away" stories are common in life. Whether you're talking about a past significant other, a big fish, or a stock, everyone has something that has gotten away from them. For many investors, Nvidia (NVDA 3.79%) might seem like the one that got away. From Jan. 1, 2023, to Jan. 30, 2026, the stock has risen by over 1,200%. That turned $10,000 invested into more than $130,000. Unfortunately, many investors, including myself, downplayed the potential of huge AI spending. However, I recognized my mistake and purchased shares last April during the marketwide pullback, and the stock has been a huge winner ever since. I think there's still time for investors to pivot and invest in Nvidia. Although they won't be able to re-create 1,200% returns, I still think there is a huge market-beating opportunity here, and investors aren't too late to benefit from one of the greatest stock picks of our lifetime. Nvidia's growth trend isn't expected to wrap up for several years Although there have been many calls about Nvidia's stock being in a bubble, those have all proved wrong so far. The reality is that AI hyperscalers are still spending huge amounts on building out AI computing capabilities. Nvidia's graphics processing units (GPUs) are the go-to computing units for AI training and inference right now, so it is benefiting from this massive spending spree more than nearly any other company in the market. This has led to massive growth for the company. Since 2023, its revenue and net income have skyrocketed. While that's impressive growth, the trend is expected to last for more years. For fiscal year 2026 (ending January 2026), Wall Street analysts expect 63% revenue growth. For FY 2027, they project 52%. While that is a slowdown, it's still incredible growth for the largest company in the world. Additionally, Nvidia believes that global data center spend will reach $3 trillion to $4 trillion by 2030. That's up from $600 billion ...

Stocks making the biggest moves midday: MGM Resorts, Amgen, Advanced Micro Devices, Enphase & more CNBC

The Oakmark U.S. Large Value Strategy portfolio’s return was 4.79% net for Q4 vs. Russell 1000 Value Index, which returned 3.81% for the same period. The fund initiated positions in the largest aircraft lessor globally, AerCap Holdings ( AER ), producer of building materials and construction solutions Amrize ( AMRZ ) and IT solutions company CDW Corporation ( CDW ) during the period. It eliminated positions at Bank of New York Mellon ( BK ) and Magna ( MGA ) during the same period. More on AerCap, Amrize AG, etc. AerCap: 2026 Outlook And Estimates. Is There Still Upside Left? Yes! Bank of New York Mellon: Shares Still Pricey Amid A Favorable Macro Backdrop Bank of New York Mellon: Q4 Earnings Show Strong Business At Fair Value CDW Corporation Q4 2025 Earnings Preview Morgan Stanley downgrades NetApp, Logitech, CDW as CIOs slash hardware budgets

D-Wave Quantum and IonQ could be excellent plays on the nascent market. Quantum computers could represent the next leap forward for the tech sector. Unlike classical computers, which still store data as binary bits of zeros and ones, quantum computers can store those zeros and ones simultaneously in a quantum state as qubits. That difference enables quantum computers to crunch more data and perform specific tasks much faster than their classical counterparts, but they're also bigger, pricier, and less power-efficient. However, Fortune Business Insights expects the quantum computing market to expand at a 34.8% CAGR from 2025 to 2032 as companies roll out more sophisticated, cost-efficient systems. Let's examine two of those companies -- D-Wave Quantum (QBTS 11.17%) and IonQ (IONQ 11.57%) -- and see why they might be worth buying in February. What do D-Wave and IonQ do? D-Wave accelerates electrons in both clockwise and counterclockwise directions through superconducting loops to achieve a quantum state. These electron-powered systems are simpler and cheaper to manufacture than other types, but they can be expensive to operate and maintain because they require cryogenic refrigeration. D-Wave's systems are designed explicitly for quantum annealing, a process that helps organizations optimize their workflows by identifying the ones which consume the least power. It also designs its own QPUs and Advantage quantum systems, and provides quantum computing as a service through its cloud-based Leap platform. Expand NYSE : QBTS D-Wave Quantum Today's Change ( -11.17 %) $ -2.39 Current Price $ 19.01 Key Data Points Market Cap $8.0B Day's Range $ 18.79 - $ 21.33 52wk Range $ 4.45 - $ 46.75 Volume 529K Avg Vol 36M Gross Margin 82.82 % IonQ traps ions with delicate lasers to put them into a quantum state. Its systems are expensive to manufacture and require ongoing maintenance, but they don't need any refrigeration. Unlike D-Wave's optimization-oriented systems, IonQ builds univer...

格隆汇2月5日｜俄罗斯外交部：俄罗斯仍愿在平等对话基础上寻求稳定战略局势的途径。

Apple's ( AAPL ) recent first-quarter earnings call provided some insight on the memory sector, according to TF International Securities analyst Ming-Chi Kuo. "Apple highlighted two major uncertainties in its hardware supply chain: advanced nodes and memory," Kuo said in a post on X. "The former is defined as a 'supply constraint,' while the latter is viewed as a 'cost pressure.'" "For AI memory investors, Apple's comments are relatively less relevant," Kuo added. "In contrast, non-AI memory investors should pay closer attention, as over the long term, the non-AI memory market is likely to reach supply-demand balance more efficiently than the AI memory market." The primary producers of AI memory chips include Micron Technology ( MU ), Samsung ( SSNLF ) and SK hynix ( HXSC.F ). "Had Apple defined memory as a 'supply constraint' rather than a 'cost pressure' during last week's call, it likely would have benefited non-AI memory stocks—an outcome some short-term/bullish investors were looking for," he noted. "Coincidentally, non-AI memory stocks across various markets saw a correction following the earnings call. Yet, few recent discussions have interpreted this pullback through the lens of Apple’s guidance/implications for demand." Kuo noted that Apple's iPhone consumes nearly 25% of the global DRAM and NAND flash smartphone memory market, giving it better bargaining power than most companies. Instead, guidance provided by Qualcomm ( QCOM ) and MediaTek ( MDTK.F ) might provide more clarity on the medium- to long-term demand trends for the non-AI/smartphone memory market. "For 2026, under the pressure of increasing memory and BOM cost, we expect overall smartphone end demand to be negatively impacted," said MediaTek CEO Lih Shyng Tsai during the company's fourth-quarter earnings call on Wednesday. "We will work closely with our customers to strategically adjust the product portfolio in order to mitigate the impact. For the first quarter of 2026, we expect mobile phone ...

Raytheon, a business of RTX ( RTX ), secured a seven-year framework agreement with the U.S. Department of Defense to sharply expand output of several key missile systems, the company said Wednesday. The move is part of a broader Pentagon effort to replenish weapons inventories that have been drawn down in recent years, as Washington pushes to restore industrial capacity and accelerate deliveries of critical munitions. The long-term arrangements mirror recent multiyear deals struck between the administration of President Donald Trump and major U.S. defense contractors, agreements designed to lock in demand and give manufacturers the confidence to commit billions of dollars to factories, tooling, and workforce expansion. Similar contracts signed recently by Lockheed Martin ( LMT ) underscore a shift in acquisition strategy toward sustaining high-intensity military operations over extended periods. Under the Raytheon agreements, annual production of Tomahawk cruise missiles is expected to ramp dramatically. Output for U.S. forces, currently about 60 missiles a year, is planned to rise over time toward 1,000 units annually. The sea-launched Tomahawk, a cornerstone of the Navy’s surface and submarine fleets, provides long-range precision strike capability against land targets. A newer, land-based version extends similar strike options to ground forces. RTX said production of AMRAAM air-to-air missiles will increase to at least 1,900 units per year. The AMRAAM is the primary beyond-visual-range air combat missile used by the U.S. Air Force and Navy. Manufacturing of ballistic missile interceptors will also expand. Output of the SM-3 Block IB and SM-3 Block IIA interceptors, both naval systems designed to destroy short- and intermediate-range ballistic missiles in space, is expected to rise by multiples of current levels. Production of the SM-6 interceptor is slated to grow to more than 500 units annually, up from roughly 125. The SM-6 supports air defense, anti-ship warfa...

格隆汇2月5日｜俄罗斯外交部：美国对俄罗斯关于新削减战略武器条约倡议的立场是错误且令人遗憾的。

格隆汇2月5日｜俄罗斯外交部：俄罗斯打算在新削减战略武器条约到期后以负责任和审慎的方式行事。

格隆汇2月5日｜俄罗斯外交部就即将到期的新削减战略武器条约发表声明，俄罗斯认为，该协议各方不再受相关义务和对等声明的约束。

Amy Sparwasser/iStock via Getty Images Introduction to the Vanguard Extended Duration Treasury ETF Not all treasury bonds are equal. Some are short-dated and represent a great way to park spare cash, while others have maturities exceeding 20 years, making them investment vehicles. What they all share in common is the government guarantee and a very high credit rating, albeit no longer AAA (the U.S. government is no longer rated AAA by the big three agencies). In today's article, we are going to talk about the Vanguard Extended Duration Treasury ETF ( EDV ) and its specifics within a larger investment framework. The Segmentation of the Treasuries Sector The treasury universe is not uniform, with a number of distinct segments: Treasury Bills: securities which have a maturity of one year or less Treasury Notes: securities which have maturities ranging from 2 to 10 years Treasury Bonds: securities which have maturities of more than 10 years Treasury Inflation-Protected Securities ('TIPS'): securities which have maturities of 5, 10, and 30 years Floating-Rate Notes (FRNs): securities which have a maturity of two years and a rate of interest that is adjusted each quarter While there are a number of segments, the largest one is represented by Treasury Notes: Segments (Peterson Foundation) Treasury Notes represent 52% of the U.S. debt, followed by Treasury Bills at 22%. The smallest (and a niche category) segment is represented by Treasury FRNs, with many market participants not even aware of their existence. Since Treasury Notes are the largest segment in terms of issued debt, one would expect the weighted average life of the outstanding government debt to fall in the 2 to 10 year window. And that guess would be correct: Average Maturity (Peterson Foundation) The current average maturity for U.S. debt is 71 months (i.e., 5.9 years), a bit higher than the 20-year average of 65 months (5.4 years). It is interesting to notice in the above graph that the Treasury took advantag...

VictoryShares Short-Term Bond ETF targets income and capital preservation through a diversified portfolio of short-term debt securities. On Feb. 2, 2026, Cornerstone Planning Group LLC disclosed a buy of VictoryShares Short-Term Bond ETF (USTB 0.03%), adding 245,676 shares in the fourth quarter. The estimated transaction value is $12.51 million based on average quarterly pricing. What happened According to a SEC filing dated Feb. 2, 2026, Cornerstone Planning Group LLC increased its holding in VictoryShares Short-Term Bond ETF by 245,676 shares during the fourth quarter of 2025. The estimated transaction value was $12.5 million, calculated using the average closing price for the quarter. The fund's quarter-end USTB position value rose by $12.51 million, reflecting both new purchases and pricing effects. Expand NASDAQ : USTB Victory Portfolios II - VictoryShares Short-Term Bond ETF Today's Change ( -0.03 %) $ -0.01 Current Price $ 50.98 Key Data Points Day's Range $ 50.96 - $ 50.99 52wk Range $ 50.10 - $ 51.12 Volume 177K What else to know The buy brings USTB to 1.95% of Cornerstone Planning Group LLC's 13F reportable assets under management. Top five holdings after the filing: NASDAQ: QQQM: $67.6 million (10.6% of AUM) NYSEMKT: FENI: $63.7 million (9.9% of AUM) NYSEMKT: FNDX: $44.2 million (6.9% of AUM) NYSEMKT: BIV: $41.3 million (6.4% of AUM) NYSEMKT: SMLF: $34.2 million (5.3% of AUM) As of Jan. 30, 2026, USTB shares were priced at $51.00, up 5.8% over the past year and trailing the S&P 500 by 9.9 percentage points. USTB posted an annualized dividend yield of 4.6% as of Feb. 2, 2026, with shares priced 0.3% below their 52-week high. ETF overview Metric Value AUM N/A Dividend Yield 4.59% Price (as of market close 1/30/26) $51.00 1-Year Total Return 5.83% ETF snapshot Investment strategy focuses on short-term debt securities with a portfolio maturity of three years or less, targeting income and capital preservation. The portfolio primarily consists of U.S. dollar-de...

Positron has raised $230 million in Series B funding, pushing its valuation past $1 billion as the AI chip startup takes aim at Nvidia. Positron CEO Mitesh Agrawal joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)

Taiwan Semiconductor or Broadcom? You Should Only Own One of Them AOL.com

Taiwan Semiconductor or Broadcom? You Should Only Own One of Them aol.com

Leonid Sorokin/iStock via Getty Images A Major Move Coming The Nasdaq 100 ( QQQ ) is facing a major move, either a major breakdown or possibly a breakout and another leg higher. Since the highs reached in October 2025, the Nasdaq 100 ( NDX ) has been flat, developing a major technical resistance at the highs, and also a major technical uptrend support along the 100 DMA line (in red). This technical situation has to be resolved, and the resolution is likely imminent since the 100 DMA support is running into the resistance - the range is narrowing. Thus, the Nasdaq 100 is likely to 1) either break out through the resistance towards the top of the uptrend range, which would be a major leg higher, or 2) break down through support in a major correction, likely in excess of 20%. Barchart A Breakdown Appears to Be More Likely The tech-heavy Nasdaq 100 is all about the AI trade. The year started with the rotation out of tech into value and cyclicals, and specifically out of the tech mega-caps associated with the AI theme due to the AI bubble concerns. Thus, a breakout would require a rotation back into the AI trade, which could happen either due to 1) a positive development in the AI capex rate of return due to accelerated AI adoption and better AI monetization or 2) the macro environment supportive of reinflating the AI bubble due to speculation, which would require something like a signal of an unexpected Fed cut without further weakening of the labor market. It is very unlikely that we will get either a Fed cut or positive AI news. Thus, the breakout seems unlikely. On the other hand, the breakdown seems very likely. First, the macro situation is supportive of bubble bursts. The crypto bubble ( BTC-USD ) has been bursting, and cryptocurrencies have been correlated with the AI stocks on the upswing. In addition, the precious metals bubble possibly burst last week. The point is the speculative bubbles have been bursting, and it seems like market liquidity is drying out, wh...

格隆汇2月5日｜俄罗斯外交部就即将到期的新削减战略武器条约发表声明，俄罗斯尚未收到来自美国的正式答复。俄罗斯已准备好采取果断的军事技术反制措施，以应对可能对国家安全构成的额外威胁。

Marco Bello/Getty Images News Strategy ( MSTR ) is scheduled to announce Q4 earnings results on Thursday, February 5th, after market close, and a metric to keep a watch on will be the number of diluted shares. The stock was 8.15% lower at $122.40 during late morning trading on Wednesday ahead of its quarterly earnings release. MSTR has lost ~65% of its value in one year, trading about 23% below its 20-day simple moving average. The former MicroStrategy is known for using its balance sheet and repeated equity and debt issuances to buy and hold large amounts of bitcoin ( BTC-USD ) , treating it as a long-term treasury reserve. MSTR is viewed as a high-beta proxy for BTC. Bitcoin has fallen below the average price paid by its largest corporate buyer, Strategy, narrowing the margin for error in Michael Saylor's massive, leveraged bet on the highest-profile crypto. While the company is not under immediate financial strain, its flexibility is diminishing unless bitcoin meaningfully recovers or investors remain willing to buy its shares. Beyond mark-to-market losses, Strategy's treasury model depends on its shares trading at a premium to its BTC holdings—a premium that has narrowed markedly since late last year, Seeking Alpha analyst Pacifica Yield pointed out . Insiders have been net sellers of the stock, with MSTR seeing 10 sell transactions in the past three months against four open market buys. Short interest stood at a 'high rate' of 11.81% of the total float as of January 15. "This high short interest makes MSTR stock an attractive target for investors hoping to trigger a short squeeze, or a scenario where shorts get forced out of their positions by a quick gain in the price," noted Seeking Alpha author A.J. Button . "Even if such a squeeze were short-lived, it could force short sellers, who are leveraged by definition, to exit their positions at losses," added the author. For MSTR's Q4 financial results, analysts expect deeply negative earnings. The consensus EPS es...

据美国劳工统计局消息，1月份非农就业报告将改期至2月11日发布。 该数据原定于2月6日公布，此前因政府部分关门而推迟。周三，包括劳工部在内的多个机构获得拨款。 劳工统计局表示，原定于2月11日发布的1月份消费者价格指数（CPI）报告调整至2月13日发布。12月份职位空缺与劳动力流动调查（JOLTS）也将调整发布时间。 在特朗普签署了与参议院民主党人达成的拨款协议后，美国政府周二晚间结束部分停摆。 除了常规的月度非农就业和失业数据外，1月份的就业报告还将包含备受关注的年度就业修正数据。外界预计，这些数据将显示截至2025年3月的一年里，就业增长大幅低于最初公布的水平。 责任编辑：丁文武

Earnings Call Insights: Chubb Limited (CB) Q4 2025 Management View Evan G. Greenberg, Chairman & CEO, stated, "We had an outstanding quarter, which contributed to another record year, demonstrating both the resilience on the broadly diversified nature of our company. We delivered excellent full year results with strong contributions from virtually all of our businesses." Greenberg reported "core operating income of nearly $3 billion or $7.52 per share up about 22% and 25%, respectively," and highlighted "record low combined ratio of 81.2%." CEO Greenberg noted, "Our company’s published growth this quarter was faster than the average for the full year," and emphasized significant growth in agriculture where Chubb is "the #1 crop insurer in America." He also cited that "our invested asset now stands at $169 billion, up from $151 billion a year ago." For the year, Greenberg stated, "We printed record operating income just shy of $10 billion or $24.79 per share, up about 9% and 11%, respectively, over prior." Greenberg pointed out, "P&C premium revenue again grew over 7.5% in the quarter, with consumer up almost 12% and commercial up over 6%. Our international P&C and U.S. agriculture business had a particularly strong growth quarter, with premiums up nearly 11% and over 45%, respectively." "We are continuing to invest to improve our competitive profile. While early, we're off to a good start in '26, and we're confident in our ability to generate for the year strong growth in operating earnings and double-digit growth in EPS and tangible book value through the 3 sources of income, P&C underwriting, investment income and life though cats and FX aside," Greenberg stated. Peter Enns, Executive VP & CFO, said, "We concluded the year with an outstanding quarter that produce full year earnings records and all-time highs on our balance sheet, including cash and invested assets exceeding $171 billion and book value of nearly $74 billion." CFO Enns reported, "We returned $1.5 bi...

Earnings Call Insights: Old Dominion Freight Line (ODFL) Q4 2025 Management View Kevin Freeman, President and CEO, highlighted "solid financial results during the fourth quarter that reflect our ongoing commitment to revenue, quality and cost discipline," noting best-in-class service and improving yields despite a more challenging environment. Freeman stated that the team remains focused on "controlling what we can control to ensure that we continue to deliver an unmatched value proposition for our customers." He emphasized continued investment in capacity, technology, and people, acknowledging that "these investments have increased our overhead cost in the short term," but are intended to support long-term growth and market share gains. "Old Dominion's revenue totaled $1.31 billion for the fourth quarter of 2025, which was a 5.7% decrease from the prior year," stated Adam Satterfield, Executive VP, Assistant Secretary & CFO. He added, "Our operating ratio increased 80 basis points to 76.7% for the fourth quarter of 2025." Outlook Satterfield explained, "Just from a big picture top line standpoint, I feel like our revenue for the full quarter will probably come in somewhere between $1.25 billion and $1.3 billion. The low end of that range would be if we underperform seasonality at a rate similar to what we just did in the fourth quarter and then the top end would be normal seasonality." He projected, "the 10-year average change in the operating ratio was an increase of 100 to 150 basis points from the fourth quarter to the first. And I think we can get to the top end of that range." The company remains "cautiously optimistic that we will see some recovery in demand within the industry," according to Freeman. Financial Results Old Dominion reported $1.31 billion in revenue for the fourth quarter of 2025, a decrease from the prior year. LTL tons per day declined 10.7%, partially offset by a 5.6% increase in LTL revenue per hundredweight; excluding fuel surcharges, the...

I'll be keeping a close eye on Boston Scientific stock following the market's peculiar reaction to its solid earnings report. Shares of leading cardiovascular and medsurg (medical-surgical) technologies provider Boston Scientific (BSX 14.64%) are down 16% as of noon ET on Wednesday, following its fourth-quarter earnings report. Boston Scientific grew sales and adjusted earnings per share (EPS) by 16% and 14%, surpassing Wall Street's expectations. However, the company came up ever-so-slightly short of analysts' hopes for Q1 and 2026 guidance, sending the stock down today. After the stock doubled between 2023 and 2025, the market seemed to have Boston Scientific priced to deliver exceptional guidance -- and while its Q4 earnings looked great (to me, at least), its guidance wasn't "perfect" in the market's eyes. Expand NYSE : BSX Boston Scientific Today's Change ( -14.64 %) $ -13.41 Current Price $ 78.21 Key Data Points Market Cap $136B Day's Range $ 75.00 - $ 81.68 52wk Range $ 75.00 - $ 109.50 Volume 2.3M Avg Vol 10M Gross Margin 62.57 % Buy the dip on this top-tier compounder? I believe the market's reaction to Boston Scientific's earnings is a bit short-sighted. The company: delivered 18% sales growth in its core cardiovascular segment grew revenue by 12% in its medsurg unit delivered 12% sales growth or higher in every geography it covers continued building out its broad pipeline of technologies in both segments announced its intent to acquire Penumbra , potentially reinforcing its vascular tech solutions , potentially reinforcing its vascular tech solutions projected for 11.25% sales growth in 2026 guided for $4.2 billion in free cash flow (FCF) in 2026, compared to $3.7 billion this year Now trading at 28 times forward FCF, Boston Scientific isn't outrageously valued, given that it has grown sales by double digits for 12 consecutive quarters. Most importantly, the company remains an innovation (and investment) machine, which should help extend this track record...

美国财长贝森特：对总统是否可以借口（货币）政策原因罢免美联储主席不发表意见。

國家主席習近平昨日先以視像會晤俄羅斯總統普京，再跟美國總統特朗普通電話。習近平稱高度重視中美關係，雙方要加強對話溝通，妥善管控分歧。他又強調，永遠不可能讓台灣分裂出去，美方務必慎重處理對台軍售問題。特朗普就稱跟中方關係極好，相信未來三年會取得積極成果，亦重視中方在台灣問題上的關切。 國家主席習近平昨晚同美國總統特朗普通電話，談及雙邊關係、台灣及伊朗等議題。習近平稱雙方保持著良好溝通，中美元首去年十月在釜山成功會晤，為中美關係領航把舵，受到兩國人民和國際社會歡迎。習近平強調高度重視中美關係，在新的一年願與特朗普繼續引領中美關係這艘大船穿越風浪、平穩前行，多辦一些大事、好事。 他又稱美方有美方的關切，中方有中方的關切。中方言必信、行必果、說到做到，只要雙方秉持平等、尊重，互惠態度相向而行，就可找到解決彼此關切的辦法。 習近平提到中國「十五五」開局起步，美國將迎來建國250周年，雙方要按照兩國元首達成的共識，加強對話溝通，妥善管控分歧，拓展務實合作，不以善小而不為Z、不以惡小而為之，一件事一件事去做，不斷積累互信，走出一條正確相處之道，讓今年成為中美兩個大國邁向相互尊重、和平共處，合作共贏的一年。 說到台灣問題，習近平強調這是中美關係中最重要問題。台灣是中國領土，中方必須捍衛國家主權和領土完整，永遠不可能讓台灣分裂出去，美方務必慎重處理對台軍售問題。新華社報道，特朗普稱重視中方在台灣問題上的關切，美方願同中方保持溝通，在他任內保持美中關係良好穩定。 特朗普又指美中關係是世界上最重要雙邊關係，他很尊重習近平主席，在兩國元首引領下，雙方在經貿等領域有良好互動。他指樂見中國成功，美方願與中方加強合作，推動兩國關係取得新發展。 特朗普又在網上帖文，稱跟習近平進行廣泛及深入的通話，涉及經貿、台灣、俄烏戰事及伊朗議題，還有他計劃四月訪華事宜。兩國元首亦談及，中方採購美國石油、天然氣、大豆等農產品事宜。 他指自己跟中國，以及與習近平的個人關係極好，雙方明白到保持這種關係的重要性。他相信在未來三年總統任期，會跟中方取得積極成果。

If you run paid campaigns in the U.S., you have likely seen advertising become more competitive over the past few years. Costs are rising across platforms like Google, Facebook, and LinkedIn, while automation and AI play a growing role in how budgets are allocated and campaigns are optimized. Recent 2025 Google Ads benchmarks show cost-per-click increases across most industries, reinforcing what many advertisers already experience day to day. At the same time, a technical shift is already well underway in Europe. While it has not fully reshaped the U.S. advertising landscape yet, it is influencing how major platforms think about data usage, measurement, and long-term performance. For many businesses, this shift is no longer only about marketing strategy. It is increasingly tied to how privacy choices, consent signals, and digital governance are managed across regions. Platforms like Clym help businesses connect these requirements directly to advertising and analytics workflows, rather than treating them as separate systems. Europe Shows Where Platforms Are Heading In Europe, advertising platforms increasingly rely on structured consent signals to maintain reliable campaign measurement. What started as a regulatory response to privacy laws has evolved into a technical foundation for how advertising systems function. Google’s introduction of Google Consent Mode V2 illustrates this shift. Consent Mode allows Google Ads and Google Analytics to adjust how data is used based on user choices, rather than cutting off measurement entirely. Microsoft has taken a similar approach with Microsoft Consent Mode, enabling tools such as Microsoft Clarity to respect user preferences while still supporting aggregated insights. As these systems become more dependent on structured inputs, advertisers need practical infrastructure to manage user choices and translate them into signals platforms can interpret. Clym supports this by centralizing consent handling in one place, making it eas...

Putin Touts Energy Ties With China, While India Still Dodges Issue Of Russian Oil Ban Russian President Vladimir Putin and Chinese President Xi Jinping held a video link call on Wednesday, wherein Putin hailed Russia's energy relationship with China as "strategic" while emphasizing that Beijing has become Moscow's top buyer of oil and gas since the Ukraine 'special military operation' began. The timing is the most notable aspect, given the call came just two days after Trump announced he would cut tariffs on Indian goods in exchange for New Delhi halting purchases of Russian crude . Trump also said Washington could lift an additional 25% penalty tariff imposed over India's energy cooperation with Moscow. The curious thing is the lack of confirmation of the oil purchase cutoff from the Indian side. As yet, there's no clear indicator that this key element in the Modi-Trump deal has been ratified. On Wednesday FT reports India hails Donald Trump ‘deal’ but ducks discussing Russian oil ban . The reality remains that there are also technical problems with US crude imports replacing Russian... "WTI is simply too light to be considered as Urals replacement" for refiners in India following this week’s announcement of a US-India deal on tariffs, June Goh , an analyst at Sparta Commodities said in a note. And this is likely why Putin seized the opportunity to tout his energy ties with China. Kremlin aide Yury Ushakov has also reminded the world in a statement to TASS that Russia tops the list in terms of oil and pipe gas supplies to China . "China continues to hold the first place among our foreign trade partners. Russia is fifth among the countries - trade counterparties of China. The task was set during the talk to take efforts for further development of trade and economic ties, in particular, for example, in the energy sphere. Russia is the top supplier of oil and pipe gas to China," Ushakov said . Kremlin estimates say China has purchased more than $230 billion worth of R...

格隆汇2月5日｜美国财长贝森特：对特朗普是否有权因政策分歧解雇美联储主席或委员会成员一事不予置评。我认为美联储是一个独立机构。

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