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。

Nebius Group (NASDAQ: NBIS) is growing at breakneck speed as demand for AI infrastructure explodes. Multi-billion dollar deals and cutting-edge technology fuel the bull case, but extreme valuation and deep losses create serious downside risk. Stock prices used were the market prices of Jan. 21, 2026. The video was published on Jan. 26, 2026. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Should you buy stock in Nebius Group right now? Before you buy stock in Nebius Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nebius Group wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $431,111!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,521!* Now, it’s worth noting Stock Advisor’s total average return is 906% — a market-crushing outperformance compared to 195% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of February 4, 2026. Rick Orford has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. The views and opinions expressed herein are the views and opinions...

Key Points Brookfield Renewable recently raised its dividend by another 5%. Main Street Capital provides two income streams. Realty Income has been a very reliable income stock over the years. 10 stocks we like better than Realty Income › I love investing in income-generating assets. The passive income they produce provides me with a sense of financial independence. My long-term financial goal is to grow my sources of passive income to the point where they cover my basic living expenses, enabling me to reach financial freedom. While I like most of my passive income investments, I have a few favorites. Brookfield Renewable (NYSE: BEPC)(NYSE: BEP), Main Street Capital (NYSE: MAIN), and Realty Income (NYSE: O) are my current favorite high-yielding dividend stocks to buy. Here's why I like them the most this month. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Ample power to continue growing its payout Brookfield Renewable recently increased its dividend by another 5%. The leading renewable energy dividend stock has grown its payout by at least that annual rate since 2011. It currently offers a 3.7% dividend yield, more than triple the S&P 500's level of 1.1%. The company expects to deliver annual dividend growth of 5% to 9% going forward. It's in a strong position to achieve that target, given its outlook. Brookfield expects to grow its cash flow per share by more than 10% annually through at least 2030. Several growth catalysts power that plan. Brookfield's vast renewable power platform generates steadily growing cash flow, underpinned by long-term contracts, most of which link revenues to inflation. Meanwhile, power prices are rising faster than inflation, enabling the company to lock in even more lucrative rates as legacy agreements expire. Additionally, Brookfield has a burgeoning backlog of renewable energy capacity under development and the financial flexibility to continue m...

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%。

米蘭冬奧明日深夜開幕 冰壺賽事率先展開 【有線新聞】米蘭冬奧明日深夜開幕，冰壺賽事已率先展開。 混雙賽事打頭陣，南韓面對瑞典，第6局失誤，將自己的黃色冰壺撞走，結果以3比10落敗。10隊鬥單循環，前四名晉級，冠軍2月10日誕生，英國就以8比6擊敗，上屆銀牌得主的挪威。

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

格隆汇2月5日｜Alphabet(GOOGL.O)2025年Q4谷歌云收入176.6亿美元。

高通Q1营收122.5亿美元，市场预期121.65亿美元，上年同期116.7亿美元。

Levi Strauss & Co. ( LEVI ) rallied on Wednesday after Jefferies started off coverage on the apparel stock with a Buy rating. Analyst Blake Anderson and his team pointed to the transformation by Levi Strauss ( LEVI ) into the direct-to-consumer channel, which is seen as providing it greater pricing, inventory, and innovation control. It was also noted that tops (29% of sales) and the women's business (39% of sales) are growing to help drive double-digit growth and support Levi Strauss ( LEVI ) being a true lifestyle brand. "We are encouraged by premiumization, which should foster continued AUR growth," added Anderson. The firm set a price target of $25 on Levi Strauss ( LEVI ). Shares piled up a 4.6% gain on Wednesday to close at $20.32. More on Levi Strauss Levi Strauss: Organic Growth And A Healthy Dividend Levi Strauss & Co. (LEVI) Q4 2025 Earnings Call Transcript Levi Strauss: Focus On Core Brand Will Pay Off Levi Strauss projects 4%-5% organic net revenue growth for 2026 as DTC momentum accelerates Levi Strauss tops estimates on denim and yoga strength

Allegiant Travel Company press release ( ALGT ): Q4 adjusted airline-only diluted earnings per share of $2.72 Revenue of $656.2M (+4.5% Y/Y) beats by $9.8M . Shares +3.14% . The below guidance is for Allegiant on a stand-alone basis and excludes any contribution from our planned acquisition of Sun Country First quarter 2026 guidance System ASMs - year over year change (~5.7%) Scheduled service ASMs - year over year change (~5.7%) Fuel cost per gallon $ 2.60 Adjusted operating margin (1) 12.0% to 15.0% Adjusted earnings per share (1) $2.50 to $3.50 Full-year 2026 guidance System ASMs - year over year change (~0.5%) Scheduled service ASMs - year over year change (~0.5%) Fuel cost per gallon ~$2.50 Interest expense (2) (millions) $125 to $135 Capitalized interest (2) (millions) ($10) to ($20) Interest income (millions) $25 to $35 Tax rate 23 % Share count (thousands) 18,200 Adjusted earnings per share (1) > $8.00 Full-year CAPEX Aircraft-related capital expenditures (3) (millions) $570 to $590 Capitalized deferred heavy maintenance (millions) $80 to $90 Other capital expenditures (millions) $80 to $90 Recurring principal payments (4) (millions) (full year) $135 to $145 Click to enlarge More on Allegiant Travel Company Allegiant Travel Company (ALGT) Sun Country Airlines Holdings, Inc. - M&A Call - Slideshow Allegiant Travel Company (ALGT) M&A Call Transcript Allegiant Travel: The Sunseeker Exit Clears The Runway For Takeoff Allegiant Travel Company Q4 2025 Earnings Preview A new era of airline consolidation may have kicked off with Allegiant buying Sun Country

FormFactor press release ( FORM ): Q4 Non-GAAP EPS of $0.46 beats by $0.11 . Revenue of $215.1M (+13.5% Y/Y) beats by $4.5M . For the first quarter ending March 29, 2026, FormFactor is providing the following outlook*: GAAP Reconciling Items** Non-GAAP Revenue $225 million +/- $5 million — $225 million +/- $5 million Gross margin 34% +/- 1.5% $26 million 45% +/- 1.5% Net income per diluted share $0.11 +/- $0.04 $0.34 $0.45 +/- $0.04 Click to enlarge More on FormFactor FormFactor Q4 Preview: Riding The Memory Shortage Wave FormFactor, Inc. (FORM) Presents at UBS Global Technology and AI Conference 2025 Transcript FormFactor, Inc. 2025 Q3 - Results - Earnings Call Presentation FormFactor Q4 2025 Earnings Preview FormFactor falls amid new short call at Hedgeye

Sam Altman (X): First, the good part of the Anthropic ads: they are funny, and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we won’t do exactly this; we would obviously never run ads in the way Anthropic depicts them. We are not stupid and we know our users would reject that. I guess it’s on brand for Anthropic doublespeak to use a deceptive ad to critique theoretical deceptive ads that aren’t real, but a Super Bowl ad is not where I would expect it. More importantly, we believe everyone deserves to use AI and are committed to free access, because we believe access creates agency. More Texans use ChatGPT for free than total people use Claude in the US, so we have a differently-shaped problem than they do. (If you want to pay for ChatGPT Plus or Pro, we don’t show you ads.) Anthropic serves an expensive product to rich people. We are glad they do that and we are doing that too, but we also feel strongly that we need to bring AI to billions of people who can’t pay for subscriptions. Maybe even more importantly: Anthropic wants to control what people do with AI—they block companies they don’t like from using their coding product (including us), they want to write the rules themselves for what people can and can’t use AI for, and now they also want to tell other companies what their business models can be. We are committed to broad, democratic decision making in addition to access. We are also committed to building the most resilient ecosystem for advanced AI. We care a great deal about safe, broadly beneficial AGI, and we know the only way to get there is to work with the world to prepare. One authoritarian company won’t get us there on their own, to say nothing of the other obvious risks. It is a dark path. As for our Super Bowl ad: it’s about builders, and how anyone can now build anything. We are enjoying watching so many people switch to Codex. There have now been 500,000 app downl...

葡萄牙盃 四強首回合 杜連斯作客1比1逼和法菲 【有線新聞】葡萄牙盃四強首回合，杜連斯作客1比1逼和法菲。 紅藍衫杜連斯的角球攻勢，艾斯華杜的頭槌被撲到中柱，這支甲組球隊，被低一級的法菲43分鐘攻破大門，祖奧奧利華拉頂入。換邊後，法菲門將走出禁區撞跌對手，直接領紅牌。 杜連斯立即把握罰球機會，文奴爾普素59分鐘追平，角度刁鑽，射人牆旁邊，中柱彈入。尾段兩隊都要踢少一個，古斯甸拿被逐離場，比數維持1比1，次回合四月舉行。

谷歌母公司Alphabet四季度营收1138.3亿美元，分析师预期1114亿美元。 四季度剔除流量获取成本（ex-tac）的营收972.3亿美元，分析师预期951.7亿美元。 四季度谷歌广告营收822.8亿美元，分析师预期808.9亿美元。 四季度谷歌云营收176.6亿美元，分析师预期162亿美元。 四季度谷歌搜索和其他营收630.7亿美元，分析师预期613.7亿美元。 四季度谷歌服务营收958.6亿美元，分析师预期949亿美元。 四季度YouTube广告营收113.8亿美元，分析师预期117.8亿美元。 四季度谷歌云营收176.6亿美元，分析师预期162亿美元。 四季度运营利润359.3亿美元，分析师预期369.5亿美元。 四季度资本开支914.5亿美元，分析师预期281.7亿美元。 四季度大模型Gemini月活用户数（MAU）超过7.5亿，之前一个季度超过6.50亿。 预计2026年资本开支1750亿-1850亿美元，分析师预期1195亿美元。 谷歌A美股盘后重挫7.5%，英伟达涨1%，博通涨5%。

格隆汇2月5日｜Alphabet(GOOGL.O)2025年Q4营收1138.28亿美元，市场预期1113.75亿美元，上年同期964.7亿美元。

Qualcomm press release ( QCOM ): Q1 Non-GAAP EPS of $3.50 beats by $0.10 . Revenue of $12.3B (+5.4% Y/Y) beats by $140M . Shares -3% . More on Qualcomm Qualcomm Looks Cheap: The Next Guidance Could Make It Way Cheaper Qualcomm: Ignored Personal AI Boom Qualcomm: Underperforming Its Peers But Still Warrants Positive Attention Apple call provides insight into non-AI memory market: Kuo Qualcomm Q1 Earnings Preview: Handset headwinds, data center commentary in focus

文章提及标的 纳斯达克 -- 纳斯达克（NDAQ）中国金龙指数收跌1.95%，热门中概股普跌。

The iShares Bitcoin Trust is the largest spot bitcoin ETF, but is there a better option out there? iShares Bitcoin Trust ETF (NASDAQ:IBIT) and Fidelity Wise Origin Bitcoin Fund (NYSEMKT:FBTC) both deliver pure-play bitcoin exposure with identical expense ratios, but differ in assets under management, trading statistics, and subtle variations in historical performance and risk. Both iShares Bitcoin Trust ETF and Fidelity Wise Origin Bitcoin Fund are designed for investors seeking straightforward access to bitcoin price performance through traditional brokerage accounts, avoiding the technical and custody challenges of holding cryptocurrency directly. This comparison highlights the practical differences that may matter most for those weighing these two leading spot bitcoin ETFs. Snapshot (cost & size) Metric IBIT FBTC Issuer IShares Fidelity Expense ratio 0.25% 0.25% 1-yr return (as of 2026-01-30) (20.5%) (20.4%) AUM $64.8 billion $17.7 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year weekly returns. The 1-yr return represents total return over the trailing 12 months. Both funds are priced at 0.25% annually, making them more affordable than most actively managed vehicles targeting alternative assets. With no dividend or yield offered by either ETF, cost efficiency is the primary differentiator on fees. Performance & risk comparison Metric IBIT FBTC Max drawdown (2 y) (33.38%) (33.28%) Growth of $1,000 over 2 years $1,954 $1,961 What's inside Fidelity Wise Origin Bitcoin Fund is a straightforward vehicle for bitcoin exposure, holding 99.98% of assets in Bitcoin (XBTUSD) and the remainder in net other assets. Sector allocation is not reported, but with just two holdings and over two years on the market, the fund is focused exclusively on tracking bitcoin’s price. There are no notable quirks or leverage resets, and the fund does not track a named index. iShares Bitcoin Trust ETF is even more concentrated, with 100% of its ...