格隆汇2月5日｜道琼斯指数2月4日（周三）收盘上涨260.31点，涨幅0.53%，报49501.30点； 标普500指数2月4日（周三）收盘下跌35.09点，跌幅0.51%，报6882.72点； 纳斯达克综合指数2月4日（周三）收盘下跌350.61点，跌幅1.51%，报22904.58点。

Central Garden & Pet press release ( CENT ): Q1 Non-GAAP EPS of $0.21 beats by $0.07 . Revenue of $617M (-6.0% Y/Y) misses by $14.02M . Gross margin expanded by 110 basis points to 30.9%, compared with 29.8% driven by improved productivity. Non-GAAP gross margin was 30.8%. Operating income totaled $17 million, compared with $28 million. Non-GAAP operating income was $24 million. Operating margin moved to 2.7% from 4.3%, while non-GAAP operating margin was 3.9%. Other income was $0.2 million, compared with other expense of $2 million. Net interest expense of $8 million was fairly consistent with the prior year. Net income was $7 million compared with $14 million. Non-GAAP net income was $13 million. GAAP diluted earnings per share were $0.11 compared with $0.21, while non-GAAP diluted earnings per share were $0.21. Adjusted EBITDA was $50 million compared with $55 million. More on Central Garden & Pet Central Garden & Pet: Margin Strength Intact Despite Soft Demand Central Garden & Pet Company (CENT) Presents at Bank of America Leveraged Finance Conference Transcript Central Garden & Pet Company (CENT) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript Central Garden and Honest Company fall after JPMorgan warns on the earnings setup M&A move: Central Garden & Pet acquires U.S. assets of Champion USA

Universal Technical Institute press release ( UTI ): FQ1 GAAP EPS of $0.23 beats by $0.09 . Revenue of $220.8M (+9.6% Y/Y) beats by $4.15M . "Based on our first quarter performance, we are reiterating our fiscal 2026 guidance and remain confident in our full-year outlook. We continue to expect revenue between $905 million and $915 million, baseline adjusted EBITDA of approximately $156 million, and reported adjusted EBITDA of $114 million to $119 million, inclusive of approximately $40 million of growth investments. We also continue to expect total new student starts between 31,500 and 33,000. Our financial position provides the flexibility to fund this growth without compromise, resulting in sustainable enrollment growth and operating leverage, positioning the company for long-term shareholder value in the years ahead." More on Universal Technical Institute Universal Technical Institute, Inc. (UTI) Q4 2025 Earnings Call Transcript Universal Technical Institute, Inc. 2025 Q4 - Results - Earnings Call Presentation Universal Technical Institute: Concorde Deregulation Signals New Upside Universal Technical Institute Q1 Earnings Preview UTI outlines $905M–$915M revenue target for 2026 as campus expansion accelerates

Earnings Flash (QCOM) Qualcomm Posts Fiscal Q1 Adjusted EPS $3.50, vs. FactSet Est of $3.39 marketscreener.com

(RTTNews) - Bank of the James Financial Group Inc. (BOTJ) announced a profit for its fourth quarter that Increased, from last year The company's earnings came in at $2.72 million, or $0.60 per share. This compares with $1.61 million, or $0.36 per share, last year. The company's revenue for the period rose 3.3% to $12.01 million from $11.63 million last year. Bank of the James Financial Group Inc. earnings at a glance (GAAP) : -Earnings: $2.72 Mln. vs. $1.61 Mln. last year. -EPS: $0.60 vs. $0.36 last year. -Revenue: $12.01 Mln vs. $11.63 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Symbotic press release ( SYM ): Q1 GAAP EPS of $0.02 beats by $0.03 . Revenue of $629.9M (+29.4% Y/Y) beats by $7.32M . the second quarter of fiscal 2026, Symbotic expects revenue of $650 million to $670 million vs $639.46M consensus, and adjusted EBITDA 2 of $70 million to $75 million. Shares +8% . More on Symbotic Symbotic: The High Cost Of Investing In The Future Of Logistics Symbotic: Momentum Set To Reaccelerate In FY26 Symbotic's AI Engine Kicks Into High Gear, But Shares Rightly Priced Symbotic is the top performing industrial machinery and components stock YTD Symbotic launches 10M share offering

LOS ANGELES, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Crescent Capital BDC, Inc. (“Crescent BDC”) (NASDAQ: CCAP) today announced it will release its financial results for the fourth quarter and fiscal year ended December 31, 2025 on Wednesday, February 18, 2026 after market close. Crescent BDC invites all interested persons to attend its webcast/conference call on Thursday, February 19, 2026 at 12:00 p.m. Eastern Time to discuss its fourth quarter and year ended December 31, 2025 financial results. Conference Call Information: The conference call will be broadcast live at 12:00 p.m. Eastern Time on the Investor Relations section of Crescent BDC’s website at www.crescentbdc.com. Please visit the website to test your connection before the webcast. Participants are also invited to access the conference call by dialing the following number: Toll Free: (800) 715-9871 Conference ID: 1217499 All callers will need to reference the Conference ID once connected with the operator. Replay Information: A replay of the earnings call will be available via a webcast link located on the Investor Relations section of Crescent BDC's website. About Crescent BDC Crescent BDC is a business development company that seeks to maximize the total return of its stockholders in the form of current income and capital appreciation by providing capital solutions to middle market companies with sound business fundamentals and strong growth prospects. Crescent BDC utilizes the extensive experience, origination capabilities and disciplined investment process of Crescent Capital Group LP (“Crescent”). Crescent BDC is externally managed by Crescent Cap Advisors, LLC, a subsidiary of Crescent. Crescent BDC has elected to be regulated as a business development company under the Investment Company Act of 1940. For more information about Crescent BDC, visit www.crescentbdc.com. However, the contents of such website are not and should not be deemed to be incorporated by reference herein. About Crescent Capital Gro...

Company Closed $7.7 million of Land Sales in First Quarter; Total Land Sales Reach $34.5 million Year-to-Date Through January 2026 Farmable land Utilization Reaches 97% Following Completion of Lease Agreements in January 2026 Land Sales and Operating Performance Strengthen Cash Position, Creating Strategic Capital Deployment Optionality Development Pipeline Moves Forward with Local Corkscrew Grove Entitlement Decision By County Expected in 2026 FORT MYERS, Fla., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Alico, Inc. (“Alico”, the “Company”, “we”, “us” or “our”) (Nasdaq: ALCO) today announced financial results for the first quarter ended December 31, 2025. Management Comments John Kiernan, President and Chief Executive Officer of the Company, stated, “Our first quarter results demonstrate the continued momentum of our strategic transformation. The $7.7 million in land sales completed this quarter reflects the strong demand for our strategically located Florida properties and validates our land monetization strategy. We believe achieving 97% utilization of our farmable acreage through diversified agricultural partnerships shows we’ve successfully created the stable revenue foundation we envisioned. What sets this quarter apart is how it illustrates our transformed business model in action. Going forward, Alico has now substantially eliminated the weather-dependent volatility of citrus operations while generating cash flow from both land sales and agricultural leasing. Our net loss of $3.5 million, improved from our prior year net loss of $9.2 million and we had positive EBITDA of $2.4 million, compared to negative $6.7 million in the prior year period, demonstrating the financial stability we’ve built through this transformation.” Mr. Kiernan continued, “With our strengthened balance sheet holding, $34.8 million in cash as of December 31, 2025, the January 2026 land sale of $26.8 million, and reduced operational complexity, we continue to believe we are well positioned to adva...

Headlines Strong Q1 results with revenue of $115.1 million, including the $49.5M patent license payment; Net cash provided by operating activities of $37.9 million; and free cash flow of $35.6 million - a quarterly record for the Company, reflecting disciplined execution and profitability Accelerating innovation and customer momentum for Cerence xUI, with five significant customer programs and the first xUI-powered cars expected to hit roads in 2026; strong reception at CES 2026 Advancing toward long-term sustainable growth, supported by cost discipline and debt reduction; Company reaffirms full‑year fiscal 2026 guidance BURLINGTON, Mass., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Cerence Inc. (NASDAQ: CRNC) (“Cerence AI”), a global leader pioneering conversational AI-powered user experiences, today reported its first quarter fiscal year 2026 results for the quarter ended December 31, 2025. “We delivered a strong start to fiscal 2026, with solid revenue performance, adjusted EBITDA above the high end of guidance, and a quarterly record for free cash flow,” said Brian Krzanich, CEO of Cerence. “Customer momentum around Cerence xUI continues to accelerate: we now have five programs in progress with major automakers, and we received incredible customer feedback from our demos at CES 2026, where we showcased next‑generation, LLM‑powered experiences and new AI agents that serve users throughout their vehicle purchase and ownership journey." Krzanich continued, "At the same time, in Q1, we strengthened our balance sheet through disciplined cost management and debt reduction, while continuing to invest in innovation to support long‑term growth. With a clear strategy focused on advancing our technology, expanding our customer footprint, and driving profitable growth, we are energized by the opportunities ahead and believe that we are well positioned to execute through the remainder of fiscal 2026 and beyond. With that, we have reaffirmed our guidance for the full fiscal year.” Resu...

Net Revenue of $29.8 Million GAAP EPS of ($0.03) Non-GAAP EPS of $0.04 Increases FY26 Drone Revenue Expectation to a range of $8 Million-$12 Million, up from the prior range of $5 Million-$10 Million IRVINE, Calif., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Lantronix Inc. (Nasdaq: LTRX), a global leader in compute and connectivity IoT solutions powering Edge AI applications, today reported results for the fiscal second quarter ended Dec. 31, 2025. Management Commentary “We continued our momentum into the second quarter through disciplined execution, delivering financial results within our guidance range,” said Saleel Awsare, president and CEO of Lantronix. “Execution across our Edge AI strategy continued to strengthen during Q2, with several customer programs advancing from development and pilot phases into initial production and deployment.” Lantronix experienced particularly strong momentum in the unmanned systems industry where sequential growth in drones reflected deeper customer engagement and expansion in program scope as OEMs increased reliance on Lantronix technology across defense and autonomous applications. As these programs move further into execution, Lantronix’s position increasingly operates as a platform partner rather than a component supplier, supporting longer-duration engagements with attractive lifetime value. Additionally, the Company is encouraged to see many of its partners and customers included in the Department of War’s recently announced initial slate of vendors for its Drone Dominance initiative, underscoring the relevance of its platform within the evolving defense ecosystem. “Convergence around our Edge AI platform is enabling us to scale efficiently across drones, critical infrastructure monitoring and enterprise connectivity while simultaneously strengthening customer relationships and improving operating leverage,” added Awsare. “We remain disciplined and well-positioned to meet accelerating demand in our core markets and are confident that...

Tenable exceeds all guided metrics for the fourth quarter and full year 2025, announces increase of $150 million to share repurchase authorization Fourth quarter revenue of $260.5 million, up 11% year-over-year; full year revenue of $999.4 million, up 11% year-over-year Fourth quarter calculated current billings of $327.8 million, up 8% year-over-year; full year calculated current billings of $1.049 billion, up 8% year-over-year Full year net cash provided by operating activities of $266.8 million; full year unlevered free cash flow of $277.0 million COLUMBIA, Md., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Tenable Holdings, Inc. (“Tenable”) (Nasdaq: TENB), the exposure management company, today announced financial results for the quarter and year ended December 31, 2025. "We are very pleased with the execution in the quarter and the full year as we delivered better-than-expected results across all of our guided metrics," said Steve Vintz, Co-CEO of Tenable. "Our focus on expanding Tenable One and ensuring AI remains central to every innovation is driving stronger platform adoption and deeper customer engagement." "We are incredibly proud to be recognized as an industry leader in Exposure Management across all three major industry analyst firms," said Mark Thurmond, Co-CEO of Tenable. "Customers are investing in Tenable One as a long-term platform to turn fragmented security data into a unified, actionable roadmap for risk reduction." Fourth Quarter 2025 Financial Highlights Revenue was $260.5 million, an 11% increase year-over-year Calculated current billings was $327.8 million, an 8% increase year-over-year GAAP income from operations was $8.9 million, compared to $13.0 million in the fourth quarter of 2024 Non-GAAP income from operations was $63.7 million, compared to $59.4 million in the fourth quarter of 2024 GAAP net loss was $0.7 million, compared to $1.9 million of net income in the fourth quarter of 2024 GAAP net loss per share was $0.01, compared to earnings per sh...

ARLINGTON, Va., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Fluence Energy, Inc. (Nasdaq: FLNC) (“Fluence” or the “Company”), a global market leader delivering intelligent energy storage, operational services, and asset optimization software, today announced its results for the three months ended December 31, 2025. Financial Highlights for Fiscal Quarter ended December 31, 2025 Revenue of approximately $475.2 million, which represents an increase of approximately 154.4% from the same quarter last year. GAAP gross profit margin of approximately 4.9%, and adjusted gross profit margin 1 of 5.6%. First quarter 2026 GAAP gross profit margin includes additional estimated costs on two projects, a majority of which the Company expects to be recovered during this year and in addition, the quarter reflects the lower weighting of annual revenue while fixed overhead costs are distributed relatively evenly across the year. of 5.6%. First quarter 2026 GAAP gross profit margin includes additional estimated costs on two projects, a majority of which the Company expects to be recovered during this year and in addition, the quarter reflects the lower weighting of annual revenue while fixed overhead costs are distributed relatively evenly across the year. Net loss of approximately $62.6 million, compared to a net loss of approximately $57.0 million for the same quarter last year. Adjusted EBITDA 1 of approximately $(52.1) million, compared to approximately $(49.7) million for the same quarter last year. of approximately $(52.1) million, compared to approximately $(49.7) million for the same quarter last year. Signed over $750 million of order intake during the first quarter, 2026, bringing backlog as of December 31, 2025 to approximately $5.5 billion 2 , representing the highest level in the Company’s history. , representing the highest level in the Company’s history. Total Cash 3 of approximately $477.8 million as of December 31, 2025, reflecting planned investments in working capital made dur...

JOHANNESBURG, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Lesaka Technologies, Inc. (Nasdaq: LSAK; JSE: LSK) today released results for the second quarter of fiscal 2026 (“Q2 2026”). Q2 2026 performance 1 : All growth rates are year-on-year between Q2 FY2026 and Q2 FY2025. Group Level USD (In thousands, except per share data) ZAR (In thousands, except per share data) Q2 FY26 Q2 FY25 Q2 FY26 Q2 FY25 YoY% Revenue 178,734 176,216 3,058,191 3,155,758 (3 %) Net Revenue(2) 93,403 77,060 1,598,138 1,379,926 16 % Operating Income(3) 2,150 547 37,039 10,138 265 % Net Income (Loss)(3) 3,645 (32,456 ) 60,825 (589,467 ) nm Group Adjusted EBITDA(2)(3) 17,777 11,580 304,451 207,685 47 % Basic Earnings (Loss) per Share(3) 0.04 (0.40 ) 0.68 (7.14 ) nm Adjusted Earnings(2)(3) 6,495 921 111,342 16,765 564 % Adjusted Earnings per Share(2)(3) 0.08 0.01 1.34 0.21 538 % Segment Level USD (In thousands) ZAR (In thousands) Q2 FY26 Q2 FY25 Q2 FY26 Q2 FY25 YoY% Merchant Revenue 131,919 145,209 2,257,003 2,600,561 (13 %) Net Revenue(2) 48,714 47,714 833,315 854,492 (2 %) Segment Adjusted EBITDA(3) 9,940 10,089 170,340 180,999 (6 %) Consumer Revenue 33,118 22,929 566,735 410,687 38 % Segment Adjusted EBITDA 9,310 4,342 159,442 77,488 106 % Enterprise Revenue 14,796 8,933 253,227 159,846 58 % Net Revenue(2) 12,670 7,272 216,862 130,083 67 % Segment Adjusted EBITDA 1,423 (31 ) 24,316 (537 ) nm (1) Average exchange rates applicable for the purpose of translating our results of operations: ZAR 16.96 to $1 for Q2 2026, ZAR 17.85 to $1 for Q2 2025. (2) Non-GAAP measure. Refer to Attachment A of press release for full reconciliation of non-GAAP measures. (3) Revised to correct the errors discussed in Note 1 of our Form 10-Q for the period ended December 31, 2025. Commenting on the results, Lesaka Chairman Ali Mazanderani said, “I am delighted that for the first time since the creation of Lesaka in 2022, we have delivered a positive Net Income and met our guidance for the 14th consecutive quarter. We also reaff...

Q2 REVENUE OF $1.69B, INCREASED 17% Y/Y; AND, ON A PRO FORMA BASIS, 22% Y/Y ADJUSTED FOR SALE OF AEROSPACE & DEFENSE BUSINESS Q2 GAAP GROSS MARGIN OF 36.9%, INCREASED 145 bps Y/Y; Q2 NON-GAAP GROSS MARGIN OF 39.0%, INCREASED 77 bps Y/Y Q2 GAAP EPS OF $0.76, INCREASED 71% Y/Y; Q2 NON-GAAP EPS OF $1.29, INCREASED 35% Y/Y SAXONBURG, Pa., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR) (“Coherent,” “We,” or the “Company”), a global leader in photonics, announced financial results today for its second quarter of fiscal year 2026 ended December 31, 2025. Revenue for the second quarter of fiscal 2026 was $1.69 billion, with GAAP gross margin of 36.9% and GAAP net income of $0.76 per diluted share. On a non-GAAP basis, gross margin was 39.0% with net income per diluted share of $1.29. Jim Anderson, CEO, said, “We delivered strong year-over-year revenue growth in the December quarter, driven by another quarter of strong demand in our datacenter and communications segment. We expect continued strong growth in the second-half of fiscal 2026 and throughout fiscal 2027 based on strong datacenter and communications demand and our continued production capacity expansion along with improving demand in our Industrial segment.” Sherri Luther, CFO, said, “Significant revenue growth together with gross margin expansion drove a year-over-year increase in our GAAP and non-GAAP EPS. Given the strength of demand, we continue to ramp our capital investment to drive capacity increases to support our business outlook.” Selected Second Quarter Financial Results and Comparisons (in millions, except percentages and per share data) Table 1 GAAP Financial Results (unaudited) Q2 FY26 Q1 FY26 Q2 FY25 Q/Q Y/Y Q2 FY26 YTD Q2 FY25 YTD YTD/YTD Revenues $ 1,686 $ 1,581 $ 1,435 6.6% 17.5% $ 3,267 $ 2,783 17.4% Gross Margin % 36.9 % 36.6 % 35.5 % 35 bps 145 bps 36.8 % 34.8 % 195 bps R&D Expense % 9.8 % 9.8 % 10.0 % 3 bps (20) bps 9.8 % 9.9 % (9) bps SG&A Expense % 15.3 % 15.9 % 15.4 % (56) bp...

Third Quarter Financial Highlights: Increased Revenue by Over 20% Year Over Year to More than $74 Million Achieved Gross Margin Greater than 30% Reported Record Profitability Driven by a Discrete Tax Benefit Reflecting our Strengthened Financial Position Company to host conference call tomorrow, February 5th, at 10:00 am ET AYER, Mass., Feb. 04, 2026 (GLOBE NEWSWIRE) -- AMSC (Nasdaq: AMSC), a leading system provider of megawatt-scale power resiliency solutions that orchestrate the rhythm and harmony of power on the grid™ and protect and expand the capability and resiliency of our Navy’s fleet, today reported financial results for its third quarter ended December 31, 2025 of fiscal year 2025. Revenues for the third quarter of fiscal 2025 were $74.5 million compared with $61.4 million for the same period of fiscal 2024. The year-over-year increase was driven by organic growth and the acquisition of Comtrafo, which closed on December 5, 2025, contributing partial results from the final weeks of the quarter. Our third quarter fiscal 2025 net income and non-GAAP net income include a $113.1 million tax benefit related to the release of a valuation allowance on a deferred tax asset. Given this discrete tax benefit, AMSC’s net income for the third quarter of fiscal 2025 was $117.8 million, or $2.68 per share, compared to $2.5 million, or $0.07 per share, for the same period of fiscal 2024. The Company’s non-GAAP net income for the third quarter of fiscal 2025 was $123.5 million, or $2.81 per share, compared with a non-GAAP net income of $6.0 million, or $0.16 per share, in the same period of fiscal 2024. Please refer to the financial table below for a reconciliation of GAAP to non-GAAP results. Cash, cash equivalents, and restricted cash on December 31, 2025, totaled $147.1 million, compared with $85.4 million at March 31, 2025. "AMSC delivered an outstanding third quarter," said Daniel P. McGahn, Chairman, President, and CEO, AMSC. "We grew revenue by more than 20% year-ov...

TULSA, Okla., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Matrix Service Company (Nasdaq: MTRX), a leading provider of engineering and construction services to the energy and industrial markets, today announced results for the second quarter of fiscal 2026 ended December 31, 2025. SECOND QUARTER FISCAL 2026 HIGHLIGHTS (all comparisons versus the prior year period unless otherwise noted) Revenue of $210.5 million, an increase of 12% Net loss per share of $(0.03) versus $(0.20) Adjusted EBITDA of $2.4 million versus $(2.2) million Liquidity at December 31, 2025 of $257.6 million with no outstanding debt Total backlog of $1.1 billion Total project awards of $176.6 million, resulting in a book-to-bill ratio of 0.8x Company reaffirms full year revenue guidance of between $875 million and $925 million, an increase of 14% - 20% MANAGEMENT COMMENTARY “Our second quarter results reflect solid performance across the organization as we continued to deliver work safely and reliably for our customers,” said John Hewitt, President and Chief Executive Officer. “Our quarterly results were impacted by $3.6 million of costs as we start up and commission specialty vessel work in our Storage and Terminal Solutions segment. Looking to the second half of the fiscal year, we continue to expect improving profitability, driven by higher volumes in our Storage and Terminal Solutions segment. The business remains on track to achieve our full-year guidance of $875 million to $925 million of revenue. “Long-term demand across our end markets remains strong, supported by a multi-year investment cycle in energy, power, and industrial infrastructure,” continued Hewitt. “While we expect near-term project awards to remain subdued, we continue to secure strategically attractive projects that align with our long-term growth priorities. Structural constraints on reliable power generation, increased electrification, and accelerating requirements from data centers and advanced manufacturing are driving sustained cu...

格隆汇2月5日｜Alphabet(GOOGL.O)2025年Q4净利润344.55亿美元，市场预期317.58亿美元，上年同期265.4亿美元。

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Upstart and Affirm will recover as the macro environment stabilizes. Many fintech stocks lost their luster over the past year as inflation, high interest rates, and other macro headwinds throttled the industry's growth. Intense competition across the market also made it difficult for smaller players to scale up their businesses and improve margins. However, that sell-off might represent a good buying opportunity for investors who can tune out the near-term noise and plan to hold the investments for at least a few more years. Two of those fallen fintech stocks are Upstart (UPST 1.76%) and Affirm (AFRM +0.81%), which have dropped about 90% and 60% from their all-time highs, respectively. What do Upstart and Affirm do? Upstart operates an AI-powered online lending marketplace that approves loans for banks, credit unions, and auto dealerships. Instead of analyzing a potential borrower's credit score or annual income, Upstart's platform aggregates non-traditional data points -- including previous jobs, standardized test scores, and GPAs -- to reach a broader range of customers. It generates most of its revenue by taking a small referral fee on each approved loan. It has originated more than $50.4 billion in loans from over 100 banks for at least 3 million customers. Expand NASDAQ : UPST Upstart Today's Change ( -1.76 %) $ -0.68 Current Price $ 37.90 Key Data Points Market Cap $3.8B Day's Range $ 36.25 - $ 38.45 52wk Range $ 31.40 - $ 96.43 Volume 109K Avg Vol 5.1M Gross Margin 97.61 % Affirm provides buy now, pay later (BNPL) services to younger, lower-income consumers who don't use traditional credit cards. It doesn't charge compound interest or any hidden fees on those "microloans," which are typically split into four or more recurring payments. It also attracts cost-conscious merchants, as its costs are usually lower than credit card swipe fees. As of its latest quarter, it served 24.1 million active consumers and 419,000 active merchants. Expand NASDAQ : AFRM Affirm ...

当地时间2月4日，美国纽约州和新泽西州已向联邦法院提起诉讼，起诉特朗普政府冻结一项价值约160亿美元的铁路隧道项目联邦资金，称该决定违法且带有政治报复性质。(央视新闻) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

格隆汇2月5日｜谷歌(GOOG.O)美股盘后跌超6%。

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The broad sell-off in software stocks may be creating opportunities for investors willing to be more selective, according to Tyler Radke, U.S. software equity research co-head at Citigroup Research . Radke said on CNBC's " Power Lunch " Wednesday that the current, "broad-based" pullback looks "overdone." As proof of this, he pointed to Palantir , which rallied 7% on Tuesday after posting a fourth-quarter earnings and revenue beat but tumbled 12% on Wednesday. "We've seen a lot of selling — clearly, people running for the exits in terms of these software portfolios," Radke said. "We do think this is a good buying opportunity, but I still think you need to be selective." Radke added: "You want to own the names that you think are going to be relevant as we get to the other side of this AI trade. I think there's a lot of uncertainty in application software, so our preferences are to own the names exposed to hyperscale data volumes." The Citi analyst named Microsoft , MongoDB and Snowflake as among his top picks. He also highlighted ServiceNow as a top name within the application group that has a good AI strategy and could continue to drive growth from here. Microsoft and ServiceNow each added 1% on Wednesday, while MongoDB fell another 3% and Snowflake shed 5%.

SALT LAKE CITY, Feb. 04, 2026 (GLOBE NEWSWIRE) -- LifeVantage Corporation (Nasdaq: LFVN), a leading health and wellness company with products designed to activate optimal health processes at the cellular level, today reported financial results for its second fiscal quarter ended December 31, 2025. Second Quarter Fiscal 2026 Summary*: Revenue was $48.9 million, a decrease of 27.8% from the prior year period. Revenue was up 2.9% sequentially from the first quarter. Revenue in the Americas decreased 32.6%, and revenue in Asia/Pacific & Europe decreased 2.1%. Net income per diluted share was $0.02, versus $0.19 per diluted share a year ago; Adjusted earnings per diluted share was $0.15, compared to $0.22 a year ago; and Adjusted EBITDA was $3.9 million compared to $6.5 million a year ago. * All comparisons are on a year over year basis and compare the second quarter of fiscal 2026 to the second quarter of fiscal 2025, unless otherwise noted. "The second quarter reflected challenging competitive dynamics in the weight loss market as we cycled the launch of our MindBody GLP-1 System™ in October 2024," said Steve Fife, President and CEO of LifeVantage. “We acknowledge that our performance during the quarter did not meet your expectations or ours and we are redoubling our efforts to stabilize our GLP-1 business and make the other changes necessary to return to revenue growth. While the growth trajectory of MindBody may have changed, we remain committed to this proven, scientifically validated natural weight loss solution." "We continue to be very well positioned across the broader health and wellness ecosystem and are particularly excited about the momentum we are seeing in LoveBiome®, including several new products launching over the next couple quarters that will expand the portfolio into adjacent, high-growth categories. This summer and beyond, LifeVantage also plans to expand into new international markets, another key element of our overall growth strategy. With a stro...

格隆汇2月5日｜Alphabet(GOOGL.O)2025年Q4谷歌广告收入822.84亿美元。

Today’s LLMs excel at reasoning, but can still struggle with context. This is particularly true in real-time ordering systems like Instacart . Instacart CTO Anirban Kundu calls it the "brownie recipe problem." It's not as simple as telling an LLM ‘I want to make brownies.’ To be truly assistive when planning the meal, the model must go beyond that simple directive to understand what’s available in the user’s market based on their preferences — say, organic eggs versus regular eggs — and factor that into what’s deliverable in their geography so food doesn’t spoil. This among other critical factors. For Instacart, the challenge is juggling latency with the right mix of context to provide experiences in, ideally, less than one second’s time. “If reasoning itself takes 15 seconds, and if every interaction is that slow, you're gonna lose the user,” Kundu said at a recent VB event. Mixing reasoning, real-world state, personalization In grocery delivery, there’s a “world of reasoning” and a “world of state” (what’s available in the real world), Kundu noted, both of which must be understood by an LLM along with user preference. But it’s not as simple as loading the entirety of a user’s purchase history and known interests into a reasoning model. “Your LLM is gonna blow up into a size that will be unmanageable,” said Kundu. To get around this, Instacart splits processing into chunks. First, data is fed into a large foundational model that can understand intent and categorize products. That processed data is then routed to small language models (SLMs) designed for catalog context (the types of food or other items that work together) and semantic understanding. In the case of catalog context, the SLM must be able to process multiple levels of details around the order itself as well as the different products. For instance, what products go together and what are their relevant replacements if the first choice isn't in stock? These substitutions are “very, very important” for a c...

文章提及标的 谷歌C -- 谷歌（GOOG）母公司ALPHABET第四季度经营利润359.3亿美元，预估369.5亿美元。

Earnings Flash (GOOG) Alphabet Posts Q4 Revenue $113.8B, vs. FactSet Est of $111.32B marketscreener.com