A US House committee with oversight of NASA unanimously passed a "reauthorization" act for the space agency on Wednesday. The legislation must still be approved by the full House before being sent to the Senate, which may take up consideration later this month. Congress passes such reauthorization bills every couple of years, providing the space agency with a general sense of the direction legislators want to see NASA go. They are distinct from appropriations bills, which provide actual funding for specific programs, but nonetheless play an important role in establishing space policy. There weren't any huge surprises in the legislation, but there were some interesting amendments. Most notably among these was the Amendment No. 01 , offered by the chair of the Committee on Science, Space, and Technology, Rep. Brian Babin (R-Texas), as well as its ranking member, Zoe Lofgren (D-Calif.), and three other legislators. Read full article Comments

WILMINGTON, Mass., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Symbotic Inc. (Nasdaq: SYM), a leader in A.I.-enabled robotics technology for the supply chain, announced financial results for its first quarter of fiscal year 2026, which ended on December 27, 2025. Symbotic reported revenue of $630 million, up 29% year-over-year, and net income of $13 million, compared with a net loss of $17 million in the first quarter of fiscal year 2025. Adjusted EBITDA1 reached $67 million, up significantly from $18 million in the first quarter of fiscal year 2025. Cash and cash equivalents totaled $1.8 billion at the end of the first quarter of fiscal year 2026, reflecting a $574 million increase from the prior quarter, which includes $424 million of net proceeds from a follow-on offering. “We are off to a strong start this fiscal year,” said Rick Cohen, Symbotic Chairman and Chief Executive Officer. “Our operational execution and product innovation are yielding tangible economic benefits for both our customers and us.” “We delivered continued growth with profitability that exceeded our expectations driven by stronger margins,” said Izzy Martins, Symbotic Chief Financial Officer. “Looking ahead, we see a solid growth profile supported by rising deployments and expanding profitability.” OUTLOOK For the second quarter of fiscal 2026, Symbotic expects revenue of $650 million to $670 million, and adjusted EBITDA2 of $70 million to $75 million. WEBCAST INFORMATION Symbotic will host a webcast today at 5:00 pm ET to discuss its first quarter fiscal year 2026 results. The webcast link is: https://edge.media-server.com/mmc/go/Symbotic-Q1-2026 . ABOUT SYMBOTIC Symbotic is an automation technology leader reimagining the supply chain with its end-to-end, A.I.-powered robotic and software platform. Symbotic reinvents the warehouse as a strategic asset for the world’s largest retail, wholesale, and food & beverage companies. Applying next-generation technology, high-density storage and machine learning...

BASSETT, Va., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Bassett Furniture Industries, Inc. (Nasdaq: BSET) reported today its results of operations for its fourth quarter ended November 29, 2025. Q4 Consolidated Business Highlights : [FY 25 vs. FY 24, unless otherwise specified] Revenues increased 5.1% from the prior year quarter. Excluding sales from Noa Home Inc., which closed in late 2024, consolidated revenues increased 6.4%. Operating income was $2.3 million or 2.6% of sales as compared to operating income of $0.9 million or 1.1% of sales for the prior year quarter. Excluding the asset impairment charge of $0.5 million in the current year quarter, operating income would have been $2.8 million or 3.2% of sales. Excluding the loss on the realization of cumulative translation adjustments associated with Noa Home Inc. of $1.0 million and the restructuring charge of $0.4 million in the prior year quarter, operating income would have been $2.3 million or 2.8% of prior year sales. Gross margin of 56.3% represented a 30-basis point decrease over the prior year primarily due to lower margins in the retail business, partially offset by improved margins in the wholesale business. Selling, general and administrative expenses were 53.2% of sales, 60 basis points lower than the prior year, reflecting benefits from the prior year restructuring plan and on-going cost containment activities coupled with greater leverage of fixed costs from higher sales levels. Diluted earnings per share was $0.18 as compared to $0.38 per share in the prior year period. The prior year period included a $2.6 million tax benefit related to the capital loss associated with our cumulative investment in Noa Home Inc. in 2022. Excluding this tax benefit, the prior year earnings per share would have been $0.08. Generated $7.8 million in operating cash flow. Fiscal 2025 Fourth Quarter Overview (Dollars in millions) Sales Operating Income (Loss) 4th Quarter Dollar % 4th Quarter % of 4th Quarter % of 2025 2024 Cha...

Record Revenue of $785.0 Million in FY25 Driven by Growth in High Bandwidth Memory Q4 Revenue, Gross Margin and Earnings per Share Exceed High End of the Outlook Range; Expect Continued Strength in Q1’26 LIVERMORE, Calif., Feb. 04, 2026 (GLOBE NEWSWIRE) -- FormFactor, Inc. (Nasdaq: FORM) today announced its financial results for the fourth quarter of fiscal 2025 ended December 27, 2025. Quarterly revenues were $215.2 million, an increase of 6.2% compared to $202.7 million in the third quarter of fiscal 2025, and an increase of 13.6% from $189.5 million in the fourth quarter of fiscal 2024. For fiscal 2025, FormFactor recorded revenues of $785.0 million, up 2.8% from $763.6 million in fiscal 2024. Exceeded the high end of the outlook range on revenue, gross margin and earnings per share Demonstrated 540 basis points of non-GAAP gross margin improvement in second half of 2025; expect continued expansion in Q1’26 Another record quarter in DRAM revenue driven by the increase in non-HBM DRAM applications like DDR4 and DDR5, as anticipated Continued focus on capacity expansion within existing footprint expected to deliver both output increases and gross-margin expansion throughout 2026 Strengthened leadership in co-packaged optics testing with strategic acquisition of Keystone Photonics Announced Analyst Day on May 11th to discuss strategy and provide an updated target financial model “FormFactor’s fourth quarter revenue, gross margin, and earnings per share all exceeded both third quarter results and the high end of our outlook range, and we posted record revenue on both a quarterly and annual basis,” said Mike Slessor, CEO of FormFactor, Inc. “Building on that momentum, we expect to again deliver sequentially higher revenue and non-GAAP gross margin in the first quarter as we meet the challenges and opportunities of increased test intensity and higher test complexity at the intersection of advanced packaging and high-performance-compute.” Fourth Quarter and Fiscal 2025 ...

本周二软件股掀起的科技板块抛售正在蔓延，最近受到热捧的存储芯片制造商遭遇“集体踩踏”。 美东时间2月4日周三，三大美股指表现不一，道指反弹，标普早盘转跌，纳指低开低走，显示资金从前期强势的科技板块继续撤离。午盘纳指跌幅扩大到2%以上，芯片股指数一度跌超6%，存储芯片股跌幅更大，呈现明显的“高位股补跌+资金兑现”的特征。 闪迪、西部数据、美光科技午盘曾集体跌超10%，希捷科技曾跌超9%，到收盘，闪迪跌约16%，美光跌超9%，西部数据跌逾7%，希捷跌近6%。 为何闪迪等存储芯片股大跌？市场在担心什么？表面上看，周三存储芯片股的调整并没有单一的“黑天鹅”，更像是多重因素叠加后的集中回撤： 大盘风险偏好转弱、个股此前涨幅过大、估值与预期被推至极端位置，最终引发获利盘和短线资金踩踏式撤离。 资金轮动放大科技板块回撤 闪迪遭遇高位获利了结 周三早盘美股科技股走弱，市场情绪偏谨慎。对高贝塔的半导体板块而言，一旦指数回调、资金转向防御，最容易被优先抛售的往往是： 涨幅最大、 估值最贵、投资者押注 最拥挤、 期权杠杆最重 的品种。 而存储芯片正处在这一典型位置：此前在“AI带来内存/存储需求爆发”的叙事中持续上行，一旦风向变化，回撤也更剧烈。 在这一轮存储行情中， 闪迪几乎是最具代表性的“情绪风向标” 。 华尔街见闻 上周文章指出，闪迪股价 半年内累计涨幅已超过1140% ，成为美股市场极少见的超级强势股之一。涨幅之大，足以使其天然带有“泡沫/情绪交易”属性）。 更关键的是，上周四盘后 闪迪发布财报 后，市场情绪进一步被点燃：上周四美股盘后公布财报以来，截至本周二收盘， 闪迪股价三个交易日已累涨将近29% ，短线涨速陡峭。 在这种背景下，周三早盘的急跌，更像是“上涨过快后的技术性回吐”：当短线资金意识到“利好已经被充分定价”，任何风吹草动都可能触发止盈盘。 机构密集唱多 把预期推到了危险区 值得注意的是，闪迪财报后出现了一个非常典型的市场现象： 机构分析师集体上调目标价、评级蜂拥而至 ，形成“越涨越看好”的正反馈。 上周闪迪发布财报后，多家机构纷纷给出推荐，并提出 750美元、甚至 1000美元 这类极具冲击力的目标价，理由集中在“AI服务器带动存储需求上行”的逻辑上。 但对市场而言，这种“目标价堆叠式上调”往往有两面性： 一方面强化多头信心，推动短期继续冲高； 另一方面也会让股价在...

US stocks mostly fell on Wednesday as Wall Street assessed a fresh wave of earnings and waited for Alphabet (GOOG, GOOGL) results, eyeing the fallout from an AI-stoked slump in software and tech stocks. The S&P 500 (^GSPC) slid about 0.5%, while the Nasdaq Composite (^IXIC) fell over 1.5%, continuing their bruising from Tuesday's session. The Dow Jones Industrial Average (^DJI) rose 0.4% as investors rotated away from tech stocks and into more blue-chip names. Wall Street is failing to find its feet after AI disruption fears fueled a rush out of software stocks — spilling over into a deep global sell-off that hit Europe and Asia markets alike. Meanwhile, broader AI gloom has helped spur the rotation from high-profile tech names into value stocks, with megacaps taking the hit. Nvidia (NVDA) fell over 3%, while Google fell nearly 2% ahead of its earnings reveal. Amazon (AMZN) slid over 2%, and Tesla (TSLA) sank more than 3%. Even better-than-expected earnings are no longer enough to convince the market, JPMorgan warned, unless the company reporting can show that AI will be a tailwind rather than a headwind. Advanced Micro Devices (AMD) shares plummeted as the chipmaker's weak sales outlook cast doubt on its ability to take on AI bellwether Nvidia. In a sign of cracks in the labor market, an ADP report showed employers added just 22,000 jobs in January, versus the 45,000 expected. Private data has taken on outsized importance amid the delay in federal jobs data from the partial government shutdown that ended Tuesday, as the Bureau of Labor Statistics has rescheduled the official jobs report for next Wednesday. Meanwhile, gold (GC=F) gained amid US-Iran tensions, but its comeback from a hefty record-shedding slump faltered as it fell back below $5,000 an ounce. Bitcoin (BTC-USD) losses also piled up, as the cryptocurrency traded near $72,000 at one point. In corporates, pharma fortunes diverged as Eli Lilly's (LLY) stock jumped after it posted an upbeat 2026 profit fore...

纳斯达克金龙中国指数初步收1.9%。 热门中概股里，亿珑能源初步反弹64%，晶科能源涨8%，百胜中国涨4.6%，再鼎医药涨3.7%，阿特斯太阳能涨3.3%，理想涨2.2%，网易跌5.3%，世纪互联跌5.6%，文远知行跌6.3%。

A Mediterranean diet can reduce the risk of every type of stroke, in some cases by as much as 25%, a large study conducted over two decades suggests. A diet rich in olive oil, nuts, seafood, whole grains and vegetables has previously been linked to a number of health benefits. However, until now there has been limited evidence of how it might affect the risk of all forms of stroke. The study, published in Neurology Open Access, a journal of the American Academy of Neurology, shows an association but does not prove the Mediterranean diet causes a lower risk of stroke. However, experts not involved with the research welcomed the findings, and said there was “huge potential” to reduce a person’s chances of experiencing a stroke. Globally, more than 15 million people experience a stroke every year. Of those, 5 million die and another 5 million are left permanently disabled. In the study led by researchers from the US and Greece, the Mediterranean diet was associated with a lower risk of stroke overall, as well as ischemic stroke and hemorrhagic stroke. Ischemic stroke is caused when blood flow is blocked to part of the brain, and is the most common type of stroke. Hemorrhagic stroke is caused by bleeding in the brain. “Our findings support the mounting evidence that a healthy diet is critical to stroke prevention,” said study author Sophia Wang, of City of Hope Comprehensive Cancer Centre in Duarte, California. “We were especially interested to see that this finding applies to hemorrhagic stroke, as few large studies have looked at this type of stroke.” The study involved 105,614 women in California with an average age of 53 at the start of the study, who had no history of stroke. Participants were given a score of zero to nine based on how closely they followed the Mediterranean diet. They received points for consuming above the overall population average in specific categories – wholegrain cereals, fruits, vegetables, legumes, olive oil and fish – and if they drank a ...

标普500指数初步收跌0.5%，科技板块跌1.8%，电信板块跌1.7%，可选消费板块跌1.2%，保健、房地产、原材料板块涨超1%，能源板块涨2.2%。 纳斯达克100指数初步收跌1.7%，成分股中，AMD初步收跌16.6%，Applovin跌16%，Palantir跌11.6%，美光科技、西部数据、核电股CEG、应用材料、希捷科技至少跌6%，Diamondback Energy则涨3.6%，安进涨8%。 耐克涨5.3%，3M涨5%，迪士尼涨3.1%，苹果涨2.7%，和安静领跑道指成分股，英伟达跌3.3%表现最差。

The following companies are expected to report earnings prior to market open on 02/05/2026. Visit our Earnings Calendar for a full list of expected earnings releases. Linde plc (LIN)is reporting for the quarter ending December 31, 2025. The chemical company's consensus earnings per share forecast from the 8 analysts that follow the stock is $4.15. This value represents a 4.53% increase compared to the same quarter last year. In the past year LIN has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 0.72%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for LIN is 28.21 vs. an industry ratio of 7.70, implying that they will have a higher earnings growth than their competitors in the same industry. ConocoPhillips (COP)is reporting for the quarter ending December 31, 2025. The oil company's consensus earnings per share forecast from the 8 analysts that follow the stock is $1.08. This value represents a 45.45% decrease compared to the same quarter last year. In the past year COP has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 15%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for COP is 16.87 vs. an industry ratio of 12.00, implying that they will have a higher earnings growth than their competitors in the same industry. Bristol-Myers Squibb Company (BMY)is reporting for the quarter ending December 31, 2025. The biomedical (gene) company's consensus earnings per share forecast from the 8 analysts that follow the stock is $1.15. This value represents a 31.14% decrease compared to the same quarter last year. In the past year BMY has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 10.14%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for BMY is 9.19 vs. an industry ratio of -6.00, implying ...

LYNCHBURG, Va., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Bank of the James Financial Group, Inc. (the “Company”) (NASDAQ:BOTJ), the parent company of Bank of the James (the “Bank”), a full-service commercial and retail bank, and Pettyjohn, Wood & White, Inc. (“PWW”), an SEC-registered investment advisor, today announced unaudited results of operations for the three-and twelve-month periods ended December 31, 2025. The Bank serves Region 2000 (the greater Lynchburg metropolitan statistical area) and the Blacksburg, Buchanan, Charlottesville, Harrisonburg, Lexington, Nellysford, Roanoke, and Wytheville, Virginia markets. Fourth Quarter and Full Year 2025 Highlights Record annual earnings of $9.02 million for the year ended December 31, 2025, an increase of $1.08 million, or 13.6%, from $7.94 million in 2024. Earnings per share increased to $1.99 from $1.75, representing a 13.6% improvement. Fourth quarter net income was $2.72 million, compared to $1.62 million in the fourth quarter of 2024. Fourth quarter earnings per share were $0.60 compared to $0.36 in the fourth quarter of 2024. Total assets increased to $1.04 billion at December 31, 2025, up $59.78 million, or 6.1%, from $979.24 million at December 31, 2024. Loans, net of allowance for credit losses, increased to $661.36 million at December 31, 2025, up $24.81 million, or 3.9%, from $636.55 million at December 31, 2024. Total deposits increased to $937.13 million at December 31, 2025, up $54.73 million, or 6.2%, from $882.40 million at December 31, 2024, driven by growth in core deposits. Net interest income increased 11.1% to $8.54 million in the fourth quarter of 2025, up from $7.69 million a year earlier. For the full year 2025, net interest income increased 12.2% to $32.81 million from $29.24 million in 2024. Net interest margin for the three months ended December 31, 2025, was 3.44% compared with 3.18% for the three months ended December 31, 2024. For the twelve months ended December 31, 2025, net interest margin w...

Net sales from continuing operations grew 16% year over year to $34.3 million; Gross margin from continuing operations improved by 4 percentage points to 33.2% Clearfield Introduces NOVA™ Platform, Optimizing Scalability and Installation Simplicity for High-Density Fiber Connectivity Reiterates full year fiscal 2026 guidance of net sales from continuing operations in the range of $160 million to $170 million and EPS of $0.48 to $0.62 Share buybacks totaled $5.2 million with $23.1 million remaining available for repurchases MINNEAPOLIS, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Clearfield, Inc. (NASDAQ: CLFD), a leader in fiber connectivity, reported results for the fiscal first quarter of 2026 ending December 31, 2025. Additional commentary is provided in a letter to shareholders available in the Investor Relations section of the Company’s website. Fiscal Q1 2026 Financial Summary (in millions except per share data and percentages) Q1 2026 vs. Q1 2025 Change Change (%) Net Sales from Continuing Operations $ 34.3 $ 29.7 $ 4.6 16% Gross Profit ($) from Continuing Operations $ 11.4 $ 8.7 $ 2.7 31% Gross Profit (%) from Continuing Operations 33.2% 29.2% 4.0% 14% Loss from Operations from Continuing Operations $ (1.8) $ (2.0) $ 0.2 11% Income Tax (Benefit) Expense from Continuing Operations $ (0.0) $ 0.1 $ (0.1) 119% Net Loss from Continuing Operations $ (0.3) $ (0.4) $ 0.1 22% Net Loss per Diluted Share from Continuing Operations $ (0.02) $ (0.02) $ - 0% Net Loss from Discontinued Operations, net of tax $ (0.3) $ (1.6) $ 1.2 78% Net Loss per Diluted Share from Discontinued Operations $ (0.02) $ (0.11) $ 0.09 82% Consolidated Net Loss Per Diluted Share $ (0.04) $ (0.13) $ 0.09 69% Management Commentary: “During the quarter, we saw signs of stabilization and an early rebound in Community Broadband demand, reinforcing confidence in our long-term outlook for fiscal 2026.” said Company President and Chief Executive Officer, Cheri Beranek. “To capitalize on this momentum, we introduc...

Qualcomm Q1 2026 earnings out, how to hear today’s call live Stock Titan

A surprising new bottleneck has emerged in the global AI infrastructure build-out: memory chips. Major manufacturers including SK Hynix, Micron and Samsung Electronics have effectively run out of capacity, sparking a scramble among customers to secure supply.

道瓊斯工業平均指數收報49,501點，升260點。 標準普爾五百指數收報6,882點，跌35點。

SAN DIEGO, February 04, 2026--(BUSINESS WIRE)--Qualcomm Incorporated (NASDAQ: QCOM) today announced the Company’s financial results for its first quarter of fiscal 2026 through an earnings release that is available on the Qualcomm Investor Relations website at https://investor.qualcomm.com/financial-information. The earnings release will also be furnished to the Securities and Exchange Commission (SEC) on a Form 8-K and will be available on the SEC website at http://www.sec.gov. As previously announced, Qualcomm will host a conference call to discuss its first quarter fiscal 2026 results which will be broadcast live on February 4, 2026, beginning at 1:45 p.m. Pacific Time (PT) at https://investor.qualcomm.com/news-events/investor-events/default.aspx. An audio replay will be available at https://investor.qualcomm.com/news-events/investor-events/default.aspx and via telephone following the live call for 30 days thereafter. To listen to the replay via telephone, U.S. callers may dial (877) 660-6853 and international callers may dial (201) 612-7415. Callers should use reservation number 13758127. Our Investor Relations website at https://investor.qualcomm.com contains a significant amount of information about us, including financial and other information for investors, and it is possible that this information could be deemed to be material information. Accordingly, investors and others interested in Qualcomm should review the information posted on our website in addition to following our press releases, SEC filings and public conference calls and webcasts. About Qualcomm Qualcomm relentlessly innovates to deliver intelligent computing everywhere, helping the world tackle some of its most important challenges. Building on our 40 years of technology leadership in creating era-defining breakthroughs, we deliver a broad portfolio of solutions built with our leading-edge AI, high-performance, low-power computing, and unrivaled connectivity. Our Snapdragon® platforms power ex...

Broadcom's custom AI chip unit is growing rapidly. The $3 trillion market cap club is a fairly exclusive group. There have only been four companies to breach this threshold: Nvidia, Alphabet, Apple, and Microsoft. However, I think one stock investors need to look out for is Broadcom (AVGO 3.75%). Broadcom is a $1.57 trillion company right now, so for it to join the $3 trillion club by the end of 2027 would require the stock to nearly double. Anytime you can identify a stock with that kind of upside, investors should pay attention. I think Broadcom is one of the top stocks to buy right now, as it's leading a revolution in the artificial intelligence (AI) computing world. Broadcom is taking on the king of AI Since the AI arms race began in 2023, Nvidia's graphics processing units (GPUs) have been the go-to computing unit of choice. GPUs can process multiple calculations in parallel, making them ideal for complex computing problems. GPUs had already been proven in other areas, such as engineering simulations, drug discovery, and cryptocurrency mining. So, it made perfect sense to deploy them to the next major computing workload: AI. Nvidia GPUs still make up the majority of AI computing units deployed, but there is rising competition. Broadcom is taking Nvidia head-on, but it isn't designing a new GPU. Instead, it's developing custom AI chips in collaboration directly with each AI hyperscaler. Designing a chip tailored to a specific workload isn't a new idea; it has been done for a long time. However, Broadcom is the first major company to do it with AI workloads, and it's seeing massive demand. Expand NASDAQ : AVGO Broadcom Today's Change ( -3.75 %) $ -12.00 Current Price $ 308.33 Key Data Points Market Cap $1.5T Day's Range $ 295.31 - $ 319.50 52wk Range $ 138.10 - $ 414.61 Volume 1.9M Avg Vol 30M Gross Margin 64.71 % Dividend Yield 0.76 % In the fourth quarter of 2025, its AI semiconductor revenue rose 74% to $6.5 billion. For Q1 2026, it expects 100% growth to $8.2...

Qualcomm Q1 2026 earnings out, how to hear today’s call live stocktitan.net

Qualcomm Earnings Release Available on Company’s Investor Relations Website Chartmill

U.S. President Donald Trump said Wednesday that Kevin Warsh would not have been his nominee for the Federal Reserve chair had he wanted interest-rate hikes, putting Fed independence back in the spotlight amid Warsh's nomination process. Speaking in an interview with NBC News, Trump said of the former Fed governor: “If he came in and said, ‘I want to raise it,’ he would not have gotten the job, no." Warsh is viewed by many as an inflation hawk but has recently called for lower rates. Trump doesn't have "much" doubt the central bank would resume rate cuts, he said, as “we’re way high in interest,” although now “we’re a rich country again.” He said he thinks Warsh understands Trump wants him to lower the federal funds rate, which already came down 75 basis points late last year. "I think he wants to [cut rates] anyway,” Trump added. Trump last week said he had nominated Warsh to replace Jerome Powell as Fed chair in May, after months of criticizing Powell for not cutting rates more aggressively. Meanwhile, Sen.Thom Tillis (R-NC) said earlier he's willing to support Warsh as the next Fed chair, but not before the Justice Department's probe into Powell regarding cost overruns at a renovation project is settled. Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on the U.S. Economy Macro Insights: Gold's Warning, Warsh's Fed Takeover, And 15 S&P 500 Stocks Still Worth Buying Warsh Nomination To Fed Introduces New Uncertainty For 2026 Policy Outlook Sunday's Election Prospects Weigh On The Yen U.S. dollar rises on safe-haven demand, Fed leadership speculation: Currency Recap Big investors brace for inflation comeback as rate-cut bets look risky

Welcome to a very special Wednesday when Bloomberg TV has launched our weekly show featuring the most important deals and dealmakers. Elsewhere, Santander strikes a big US bank deal, a chips tie-up gets to finish line and SpaceX looks outside the US for more IPO bankers. Today’s top stories Santander to acquire Webster for $12 billion in US expansion. Beazley agrees to Zurich’s sweetened £8 billion takeover offer. Texas Instruments strikes $7.5 billion deal for Silicon Labs. SpaceX meets with non-US banks to fill out IPO lineup. TV stars The Bloomberg Deals franchise — which has been delivering topflight M&A scoops for more than a decade — now includes a weekly TV show. Bloomberg Deals with host Dani Burger plus Scarlet Fu premiered Wednesday, with contributions from our all-star reporters Michelle F. Davis and Ryan Gould . Michelle had the latest on the wrangling over Warner Bros. while Ryan was fresh off helping nail Santander’s $12 billion takeover of Webster, one of the biggest bank deals in years. The premise of the show is simple. It’s an hourlong breakdown of the biggest happenings in M&A, IPOs, activism and more. We’re going to have some of the biggest names in M&A sharing their insights while our M&A reporting talent—our managing editor/player-coach Liana Bake r, Michelle, Ryan and David Carnevali , among others—will pitch in, showcasing their scoops while adding some additional context behind the headlines. We’ve been working on the concept for years. The team was beyond excited for today’s launch, with butterflies in our stomachs as we made our way to hair and makeup. Highlights from today included Dani’s sitdown with alternative-investing legend Bruce Flatt, the CEO of Brookfield, who was bullish on the booming M&A and private markets, with capital pouring into artificial intelligence infrastructure. “We’ve never had a better time,” Flatt said, adding that electricity—not capital—is the biggest bottleneck to AI growth. He predicted plenty more deals ahea...

格隆汇2月5日｜截至4日当天收盘，纽约商品交易所3月交货的轻质原油期货价格上涨1.93美元，收于每桶65.14美元，涨幅为3.05%；4月交货的伦敦布伦特原油期货价格上涨2.13美元，收于每桶69.46美元，涨幅为3.16%。

(RTTNews) - In a recent Senate Judiciary subcommittee hearing, Netflix Co-CEO Ted Sarandos addressed accusations of political bias regarding the company's proposed $72 billion acquisition of Warner Bros. Discovery and HBO. Appearing before the Antitrust, Competition Policy, and Consumer Rights panel, Sarandos firmly rejected claims that Netflix promotes a political agenda. He stated, "Netflix has no political agenda of any kind," in response to questions from Republican lawmakers who accused the streaming service of producing "overwhelming woke" content and pushing "a transgender ideology." Sarandos countered that Netflix offers programming spanning the political spectrum, with content "for all, left, right and center." The hearing highlighted bipartisan concerns about the proposed merger, which has been under regulatory review since it was announced in December 2022. Democratic senators, including Adam Schiff of California, warned that the merger could reduce consumer choice and lead to job losses. Others expressed broader frustration with consolidation in the media industry, with Senator Cory Booker stating he was "angry" about weak antitrust laws and urging regulators to evaluate the deal without political interference. In response, Sarandos sought to reassure Democrats that the merger would benefit consumers and spur economic growth in the United States. He pointed to Netflix's plans to invest billions in production infrastructure and job creation, while also emphasizing the company's commitment to theatrical releases and maintaining Warner Bros.' studio legacy. Despite the political scrutiny and industry opposition, Sarandos expressed confidence that the deal will "stand on its merits" and clear regulatory hurdles, calling the hearing a positive step in the review process. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

sharply_done/E+ via Getty Images Vista Energy ( VIST ) +1.5% in Wednesday's trading as Bank of America reiterated its Buy rating with an $88 price target, citing clear macro triggers in Argentina in the short term, high exposure to Vaca Muerta with appealing growth, and management's positive track record that also is well aligned with minority shareholders. BofA's Leonardo Marcondes praised Vista's ( VIST ) proposed acquisition of a 25% non-operating working interest in the Bandurria Sur block and a 35% non-operating stake in the Bajo del Toro block from Equinor, forecasting an internal rate of return of 24% unlevered for the deal, which also increases Vista’s exposure to the Vaca Muerta shale, offering stronger growth with appealing returns. The analyst anticipates drilling of 44 wells per year in Bandurria Sur in 2026 and onwards until the consortium concludes the tie-ins of the remaining well inventory of 421, which should occur in 2035, while forecasting the tie-in of 40 wells annually starting in 2028 at Bajo del Toro - still in its early development phase - until the consortium develops the totality of the field's well inventory of 396. More on Vista Energy Vista Energy: Strong Buy Confirmed After Analyst Day Vista Energy: Q3 Confirms Production Momentum, Stronger Than Expected 2025 On Deck Vista Energy Analyst/Investor Day - Slideshow

Apple (AAPL) Rises as Investors Seek Safe Haven Amid AI Concerns GuruFocus

软件股近期的暴跌已波及芯片板块，但 美国银行 的一位分析师表示，这种抛售毫无道理。 美国银行分析师维韦克· 阿里 亚（Vivek Arya）在周二的一份报告中表示，围绕芯片股“不分青红皂白”的剧烈波动“似乎自相矛盾，这可能又是一场类似DeepSeek事件的过度抛售”。 周三，包括英伟达和博通在内的芯片制造商股价分别下跌超过3%和6%。英伟达已连跌四天。由于人工智能驱动的需求而大幅上涨的 美光 科技和 闪迪 等内存和存储类股的跌幅达到了两位数。 阿里亚认为，抛售的程度反映了“自相矛盾”的观点。他在报告中说，AI相关芯片股的下跌表明，对AI的投资正“恶化到”投资回报将很疲弱且进一步增长不可行的地步。与此同时，软件股的下跌意味著市场认为“AI的采用将十分普遍且能提升生产力”，以至于基于软件的业务和应用注定要消亡。 “这两种结果不可能同时发生，”阿里亚说，并写道这与对DeepSeek的担忧有相似之处，“而这种担忧最终被证明是毫无根据的。”这家AI初创公司在2025年1月发布的推理模型搅乱了科技股交易，因为投资者担心，如果DeepSeek能够廉价地开发出有竞争力的AI模型，其他公司也能够在不需要那么多昂贵且强大的芯片的情况下做到这一点。 但阿里亚说，在那次市场小插曲之后，随之而来的是对AI的更多投入和AI词元（即AI模型处理的信息片段）的加速增长。他补充说，2025年，云资本支出预计同比增长69%，是最初预测的20%至30%增幅的两倍多。 阿里亚说，虽然目前的AI模型令人印象深刻，但从生产力的角度来看，它们可能需要几年时间才能证明自己的价值。与此同时，他认为AI投资不会放缓，并预计即使在AI模型实现重大生产力突破后，投资仍将继续，因为它们仍需要改进并保持用户参与度。 阿里亚说：“虽然我们无法判断软件行业的最终形态，但我们相信，芯片行业已经并将继续受益于AI建设。” 阿里亚说，企业对AI的采用仍处于早期阶段，目前的投资也来自希望部署和控制AI计划的主权国家。 与此同时，阿里亚说，芯片板块的估值已经计入了对支出可能放缓或盈利预期下降的谨慎情绪，“我们认为这种情况可能不会出现。” 责任编辑：李桐

据央视新闻 ，当地时间2月4日， 在多位中东领导人当日下午紧急游说特朗普政府放弃退出谈判的威胁后，原定于6日举行的美伊核谈判计划得以恢复，谈判将在阿曼举行。美国稍早前曾拒绝伊朗将原定会议地点由土耳其伊斯坦布尔改到阿曼的提议。 此次僵局引发了整个中东地区的担忧，担心特朗普会转而采取军事行动。该地区至少有九个国家通过最高级别渠道联系白宫，强烈敦促美国不要取消会议。 一位美国官员表示：“他们要求我们继续举行会议，听听伊朗方面的说法。我们已经告诉阿拉伯国家，如果他们坚持，我们会举行会议。但我们对此非常怀疑。”另一位美国官员表示，特朗普政府同意举行会议是为了“尊重”美国在该地区的盟友，“并为了继续寻求外交途径”。 据央视新闻 ，伊朗外交部长阿拉格齐就伊朗在阿曼与美国会谈的官方立场作出澄清，称谈判将于6日上午10点左右在阿曼首都马斯喀特举行。并对阿曼为此次谈判所做的一切必要安排表示感谢。 美伊谈判计划濒临破裂 当日稍早， 据央视新闻 ，两位美国官员透露， 美国政府已于4日正式告知伊朗，拒绝其提出的更改原定6日的会谈地点与形式的要求。 双方此前商定在伊斯坦布尔举行有多国观察员参与的会谈，但伊朗方面3日突然要求将谈判移至阿曼并以双边形式进行，意图将讨论严格限制在核问题范围内，排除导弹等美方关切的议题。美方评估后认为，此举可能削弱多边协调效力，故坚持原有安排。 一位美国高级官员表示，美方已向伊朗明确表示“要么接受原计划，要么取消谈判”，而伊方选择了后者。该官员同时暗示，若外交渠道持续受阻，美方将不得不考虑“其他选项”。目前伊朗驻联合国代表团尚未就此置评。 在此背景下，美国总统特使威特科夫及特朗普女婿库什纳仍将按计划于5日前往卡塔尔进行磋商，但随后将直接返回美国，不再与伊朗代表会面。此次谈判濒临破裂，不仅反映出双方在谈判框架上的根本分歧，也可能导致地区紧张局势进一步升级。 伊朗消息人士：美方泄露取消谈判消息表明其缺乏诚意 据央视新闻 ，当地时间4日，伊朗官方消息人士称，原定于6日在阿曼举行的伊美谈判已经取消。取消会谈的原因是美方对会谈施加了新的条件，以及双方在谈判问题上存在分歧，而非会谈地点的问题。 据央视新闻 ，当地时间4日晚，一位伊朗高级消息人士称，“美国泄露取消谈判的消息表明美方缺乏诚意。伊朗不会接受在核问题之外的任何其他议题上进行谈判。” 风险提示及免责条款 市场有风险，投资需...

Source: Bloomberg, 41:24

Nopphon Pattanasri/iStock via Getty Images I previously covered Altria Group, Inc. ( MO ) in November 2025, discussing why I had reiterated my Buy rating then, with the market's overreaction to the FQ3'25 top-line miss already triggering the richer forward dividend yields. Combined with the expanding profit margins arising from the tobacco company's highly durable pricing power, the consistently improving operational scale, and the healthier balance sheet, I had believed that the management had been extremely competent in its operational efficiency and cash flow allocation. In this article, I shall discuss why I am reiterating my Buy rating for the MO stock here, with the recent volatility already triggering the discounted valuations and the consequently rich dividend yields. Despite the near-term noise from the deteriorating smokeable segment and the slower ramp-up in its smoke-free approaches, I am of the opinion that the tobacco company remains well-positioned to deliver a secure income investment thesis thanks to the richer cash flows/adj EPS performance and the upcoming tailwinds from the double-duty drawback tax refund. MO Faces Numerous Headwinds & Tailwinds MO 1Y Stock Price (Trading View) 1. Dividend Stocks Buoyed By Mixed Macro Events Since my last Buy rating, MO has offered an excellent total return of +8.3% compared to the wider market at +3.3%, with the drastic jump from the January 07, 2026, bottom similarly observed in some of its tobacco peers in varying degrees. The boost may be attributed to the mixed macroeconomic environment, with early January 2026 bringing forth a mixed bag of US labor market reports across slower hiring growth and lower unemployment rate, worsened by the persistently elevated inflationary pressure - all of which are already contributing to the Fed " pausing its recent rate-cutting trend." These reasons may also be why dividend-oriented investors have jumped back into the income bandwagon, as similarly observed in the tobacco s...