(RTTNews) - Cummins Inc. (CMI) announced earnings for its fourth quarter that Increased, from last year The company's earnings totaled $593 million, or $4.27 per share. This compares with $418 million, or $3.02 per share, last year. The company's revenue for the period rose 1.1% to $8.536 billion from $8.447 billion last year. Cummins Inc. earnings at a glance (GAAP) : -Earnings: $593 Mln. vs. $418 Mln. last year. -EPS: $4.27 vs. $3.02 last year. -Revenue: $8.536 Bln vs. $8.447 Bln 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.

AMD Stock (AMD) Edges Higher Today — But Here’s What Crowd Wisdom Shows TipRanks

格隆汇2月5日｜英国宣布与美国建立伙伴关系，以推动对关键矿物供应链的投资。

格隆汇2月5日｜英国央行行长贝利：通胀上行风险已减弱。服务通胀和工资增长还需进一步下降。较低的通胀应会传导至预期。英国央行新员工分析表明工资设定中的结构性变化不会持续加剧通胀压力，这一结果令人安心。存在需求疲软和劳动力市场放松的风险。

格隆汇2月5日｜周四数据显示，由于业务合同减少以及经济形势不明朗，美国雇主1月份宣布的裁员人数激增，创下17年来的该月最高水平。就业公司Challenger, Gray & Christmas表示，1月计划裁员人数同比激增118%至108,435 人，为2009年全球经济衰退接近尾声以来，1月份的最高纪录。“通常情况下，第一季度的裁员数量是会比较多，但今年1月的裁员总数也是相当高了，”公司首席营收官Andy Challenger表示，“这意味着这些裁员计划大多是在2025年底制定的，这表明雇主对 2026 年的前景并不乐观。”此次裁员增幅主要来自运输行业，其中与联合包裹相关的裁员计划达31,243人。科技行业宣布裁员22,291人，大部分来自亚马逊，该公司宣布计划裁减16,000名企业员工。此外，医疗保健行业也出现了明显的计划性裁员，部分原因是联邦政府资助的Medicaid和Medicare保险计划的报销额降低。

(RTTNews) - Madison Square Garden Sports Corp. (MSGS) revealed earnings for its second quarter that Increased, from last year The company's bottom line came in at $8.24 million, or $0.34 per share. This compares with $1.11 million, or $0.05 per share, last year. The company's revenue for the period rose 12.8% to $403.42 million from $357.76 million last year. Madison Square Garden Sports Corp. earnings at a glance (GAAP) : -Earnings: $8.24 Mln. vs. $1.11 Mln. last year. -EPS: $0.34 vs. $0.05 last year. -Revenue: $403.42 Mln vs. $357.76 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.

Investing.com -- Microsoft has been downgraded to Hold from Buy at Stifel, with analyst Brad Reback warning that Wall Street’s forecasts for fiscal and calendar 2027 are “too optimistic” given cloud supply constraints, rising spending and intensifying AI competition. Reback said it is “time for a break,” cutting the firm’s target price to $392 from $540. Stifel flagged ongoing Azure supply limitations as a central issue. The analysts said that “given the well-documented Azure supply issues, coupled with Google’s strong GCP/Gemini results…and growing Anthropic momentum, we believe near-term Azure acceleration is unlikely.” The firm also expects revenue recognition to normalise after fiscal 2026 benefitted from multiple product cycles. Stifel warned that spending pressures will rise sharply. The firm increased its fiscal 2027 capital expenditure estimate to “~$200B (~40% growth),” well above the Street’s roughly $160 billion expectation. Reback added that higher investment needs mean gross margin estimates must fall, lowering Stifel’s fiscal 2027 forecast to “~63% vs ~67% consensus.” Operationally, Stifel sees Microsoft entering “a new, albeit still efficient, spending phase” to build and commercialise its own AI tools, which is “likely to be a headwind to OM leverage.” While the firm still views Microsoft as well-positioned over the long term, it argued that “the near-term prospects seem a bit more cloudy as Google appears to be rapidly gaining AI share and MSFT’s OAI relationship is not nearly as additive as it once was.” Stifel does not expect the stock to re-rate until capital expenditure growth slows below Azure growth or the cloud platform delivers “a significant acceleration.” Related articles Stifel issues rare Microsoft downgrade on cloud and AI concerns These 2 stocks are best positioned to benefit from higher uranium prices: analyst HSBC raises silver price forecasts as market tightness persists

Investing.com -- Microsoft has been downgraded to Hold from Buy at Stifel, with analyst Brad Reback warning that Wall Street’s forecasts for fiscal and calendar 2027 are “too optimistic” given cloud supply constraints, rising spending and intensifying AI competition. Reback said it is “time for a break,” cutting the firm’s target price to $392 from $540. Stifel flagged ongoing Azure supply limitations as a central issue. The analysts said that “given the well-documented Azure supply issues, coupled with Google’s strong GCP/Gemini results…and growing Anthropic momentum, we believe near-term Azure acceleration is unlikely.” The firm also expects revenue recognition to normalise after fiscal 2026 benefitted from multiple product cycles. Stifel warned that spending pressures will rise sharply. The firm increased its fiscal 2027 capital expenditure estimate to “~$200B (~40% growth),” well above the Street’s roughly $160 billion expectation. Reback added that higher investment needs mean gross margin estimates must fall, lowering Stifel’s fiscal 2027 forecast to “~63% vs ~67% consensus.” Operationally, Stifel sees Microsoft entering “a new, albeit still efficient, spending phase” to build and commercialise its own AI tools, which is “likely to be a headwind to OM leverage.” While the firm still views Microsoft as well-positioned over the long term, it argued that “the near-term prospects seem a bit more cloudy as Google appears to be rapidly gaining AI share and MSFT’s OAI relationship is not nearly as additive as it once was.” Stifel does not expect the stock to re-rate until capital expenditure growth slows below Azure growth or the cloud platform delivers “a significant acceleration.” Related articles Stifel issues rare Microsoft downgrade on cloud and AI concerns Nvidia's new Alpamayo project: What it means for Tesla? Wolfe Research outlines eight risks that could spark stock declines in 2026

Intercontinental Exchange ( ICE ) declared $0.52/share quarterly dividend , 8.3% increase from prior dividend of $0.48. Forward yield 1.26% Payable March 31; for shareholders of record March 17; ex-div March 17. See ICE Dividend Scorecard, Yield Chart, & Dividend Growth. More on Intercontinental Exchange Intercontinental Exchange: Risk-Reward Attractive With Shares Trading At A Low-Twenties Multiple Intercontinental Exchange, Inc. (ICE) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript Intercontinental Exchange, Inc. (ICE) Presents at UBS Global Technology and AI Conference 2025 Transcript Intercontinental Exchange beats top-line and bottom-line estimates; initiates FY26 outlook Intercontinental Exchange Q4 2025 Earnings Preview

MACOM Technology press release ( MTSI ): Q1 Non-GAAP EPS of $1.02 beats by $0.02 . Revenue of $271.6M (+24.5% Y/Y) beats by $2.58M . Adjusted gross margin was 57.6%, compared to 57.5% in the previous year fiscal first quarter and 57.1% in the prior fiscal quarter. Business Outlook For the fiscal second quarter ending April 3, 2026, MACOM expects revenue to be in the range of $281 million to $289 million vs. $275.73M consensus . Adjusted gross margin is expected to be between 57.0% and 59.0%, and adjusted earnings per diluted share is expected to be between $1.05 and $1.09 ( vs. $1.03 consensus) utilizing an anticipated non-GAAP income tax rate of 3% and 77.7 million fully diluted shares outstanding. More on MACOM Technology MACOM Technology Q1 2026 Earnings Preview Celestica, Arista, Credo among BNP Paribas' top AI stocks for 2026 Seeking Alpha’s Quant Rating on MACOM Technology Historical earnings data for MACOM Technology Financial information for MACOM Technology

有調查發現，建造業界對前景的信心評分不合格，建議政府簡化輸入勞工的申請程序，並擴大合資格工種範圍。 香港建造商會委託中大傳播與民意調查中心，在去年10月至11月，以問卷及電話形式訪問107間建造商會會員公司，發現業界對未來一兩年前景，評分在10分中只有4.6分，信心偏弱。主因是政府及私人工程量嚴重不足，和銀行收緊信貸令資金流緊絀。 僅有兩成八的受訪公司，認為未來工程量及利潤，足以支撐公司生存，比例較去年下跌超過一成。 在營商環境方面，受訪公司認為影響最大的三項挑戰，分別是「建築成本上升」、「法規收緊」及「生產力下降」。 香港建造商會執行總監陸偉雄表示︰「屋苑地產項目價錢低了，政府雖然有投資，但政府的投資能否補足到私人市場的萎縮。行業本身已經有青黃不接和老齡化的問題，如果工程繼續嚴重不穩定和不足夠，這樣就很難吸引新血入行。」 調查又顯示逾兩成四受訪公司，因本地工人不足需聘請外勞。建議政府簡化輸入勞工的申請程序，擴大合資格工種的範圍，並將大型政府工程合理分拆，增加中小型企業的投標機會。 另外，香港建造業總工會提醒地盤工友加倍注意工地安全。 香港建造業總工會副職安健主任李光昇指出︰「尤其是在趕工期間，返工後因為經歷了假期，大家會有同感，三魂不見了六魄，還陶醉在放假心情，回去後如果預防措施做得不好，分分鐘在樓梯或某些位置跌倒，就會引致比較嚴重的傷亡。」 總工會又提醒，有騙徒借工友急於求職心態，以假工利誘他們交出身份證、工人註冊證及平安卡等資料，呼籲工友提高警惕。

Construction Partners press release ( ROAD ): Q1 Non-GAAP EPS of $0.47 beats by $0.16 . Revenue of $809.5M (+44.1% Y/Y) beats by $66.38M . FY 2026 outlook: Revenue in the range of $3.480 billion to $3.560 billion (vs. consensus of $3.45B) Net income in the range of $154.0 million to $158.0 million Adjusted net income in the range $163.5 million to $168.7 million Adjusted EBITDA in the range of $534.0 million to $550.0 million Adjusted EBITDA margin in the range of 15.34% to 15.45% More on Construction Partners Construction Partners: Working Hard To Achieve Real Things Construction Partners, Inc. (ROAD) Q4 2025 Earnings Call Transcript Construction Partners Q1 2026 Earnings Preview Construction Partners outlines ROAD 2030 plan to double revenue to $6B and reach 17% EBITDA margin by 2030 while accelerating Sunbelt expansion Seeking Alpha’s Quant Rating on Construction Partners

法援署截至一月底，收到359宗宏福苑火災，受影響人士法援申請。 上任近一個月新任署長陳澤銘，聯同三名副署長與傳媒茶聚。署方指收到的359宗申請中，逾六成涉及物業損毁索償，另有近一至兩成涉及人身傷亡索償，部分申請亦涉及遺產承辦。 署方已經成立專責小組處理申請，希望在收到申請後三個月內完成處理，最快3月中批出申請。署方又指已因應受災人士需要，簡化申請表格，部分文件亦毋須呈交，災民接收的捐款和援助金，亦不會計算作入息。 專責組在七個過渡性房屋設立櫃位，及設立服務專線解答災民的疑難。

Valentine’s is on the horizon, which means we are about to officially enter chocolate cake season – that soft-focus part of winter when confectionery and romance blur together. For our four-year-old goddaughter, it is always that time of year. Just hearing the two words together makes her roll her eyes and roll out her little tongue in anticipation of pleasure, like a cartoon kid. When we told her we would come and bake a chocolate cake with her, there were squeals of joy. Settling on a recipe was the first challenge – Ravneet Gill’s fudgy one, Felicity Cloake’s perfect one and Benjamina Ebuehi’s traybaked one were all contenders. We eventually landed on Samin Nosrat’s much-loved, tried-and-tested midnight chocolate cake. It was to be a learning experience for us as much as for her – we never knew that you can make chocolate cake only while wearing a crown. She had to explain this to us at length. The reasoning had something to do with warding off ghosts and crocodiles – or perhaps the crocodiles were warding off the ghosts, and the crowns were for something else. Bluey was involved as well. After donning our crowns and aprons, and setting off to the kitchen, it became very clear who was actually in charge of the process. Heavy is the head that wears the crown, and the girl, who speaks mostly in the imperative, began shooting out instructions with the speed and confidence of a football coach. At one point, we had to cut baking paper to size, then we had to draw dragons on the baking paper, which led to a very serious discussion about which of the dragons was good and which evil, and how many there should be of each, in case we needed to draw more. (The verdict: in life, as in cake, balance matters.) View image in fullscreen Here be dragons … Itamar and Sarit’s godchild takes the lead. Photograph: Itamar Srulovich When baking with a child, precision gives way to play, efficiency to imagination. Throwaway moments – lifting a heavy bowl, cracking an egg, sifting cocoa,...

The Buckle said comparable store net sales rose 1.7% in the four weeks ended January 31, 2026, while total sales for the month increased 3.7% to $61.8M from a year earlier. For the 13-week fourth quarter ended January 31, 2026 , same-store sales climbed 3.9%, and total revenue grew 5.3% to $399.1M compared with the prior year. Source: Press Release More on Buckle The Buckle, Inc. (BKE) Q3 2025 Earnings Call Transcript The Buckle: One Of The Few Firms I Find Attractive In The Consumer Discretionary Sector The Buckle Now Fits Value Investors (Rating Upgrade) Buckle GAAP EPS of $0.96 beats by $0.01, revenue of $320.84M beats by $2.87M Buckle FQ3 2026 Earnings Preview

AGCO press release ( AGCO ): Q4 Non-GAAP EPS of $2.17 beats by $0.31 . Revenue of $2.92B (+1.0% Y/Y) beats by $250M . AGCO's net sales for 2026 are expected to range from $10.4 to $10.7 billion vs. $10.05B consensus. Adjusted operating margins are projected to range from 7.5% - 8.0%. Production volumes are expected to be relatively flat with cost controls and positive pricing contributing to results. Based on these assumptions, 2026 earnings per share are targeted at approximately $5.50 to $6.00 vs. $6.02 consensus. These estimates incorporate the expected impact of tariffs in effect as of February 5, 2026, along with AGCO's mitigation strategies. Any changes to tariff policies or related responses could affect these projections. More on AGCO AGCO Corporation: Expect This Fruit To Sour (Rating Downgrade) AGCO Corporation (AGCO) Presents at UBS Global Industrials and Transportation Conference Transcript AGCO Corporation: The Near-Term Outlook Is Bad, And Valuation Is Already Above Average AGCO Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on AGCO

Suburban Propane Partners press release ( SPH ): Q1 GAAP EPU of $0.69 misses by $0.02 . Revenue of $370.39M (-0.8% Y/Y) misses by $21.61M . More on Suburban Propane Partners Suburban Propane: 2025 Growth Is Likely An Aberration Suburban Propane Partners, L.P. Common Units (SPH) Q4 2025 Earnings Call Prepared Remarks Transcript Suburban Propane prices $350 million senior notes due 2035 Suburban Propane Partners announces private offering of $350M senior notes Seeking Alpha’s Quant Rating on Suburban Propane Partners

科技股的恐慌情绪，蔓延到了亚太市场！ 受隔夜美股科技股大跌影响，亚太股市今日（2月5日）也集体下跌。其中，韩国Kospi指数收盘大跌超200点，跌幅接近4%。日经225指数收跌0.88%。 值得注意的是，今日，外国投资者净卖出价值4.99万亿韩元的韩国Kospi指数成份股，创出单日纪录新高。机构投资者也净卖出2.07万亿韩元的Kospi指数成份股。 AT Global Markets首席市场分析师Nick Twidale表示，亚洲市场正受到华尔街隔夜抛售的冲击，不确定是否可以说科技股已经见顶，但市场还有进一步回调的空间，“这是传统的抛售科技股、转向防御性板块的操作”。 韩国股市大跌超200点 2月5日，韩国股市低开低走。截至收盘，韩国Kospi指数下跌207.53点，报5163.57点，跌幅高达3.86%。AI芯片股跌幅居前，SK海力士跌6.44%，三星电子跌5.80%，这两家芯片巨头对Kospi指数拖累最大。当天，外国投资者净卖出价值4.99万亿韩元的韩国Kospi指数成份股，创出单日净卖出额新高。 日本股市当天也下跌。截至收盘，日经225指数下跌0.88%报53818点。权重股方面，软银集团下跌7%，爱德万测试下跌4.81%，瑞可利控股下跌4.68%，基恩士、任天堂跌超2%，东京电子跌近2%。三菱商事上涨6.64%，中外制药上涨4.86%。 隔夜，美股科技股全线重挫，是引发亚洲科技股下跌的主因。 最近几个交易日，投资者一直在从科技巨头转向沃尔玛等防御型股票，担忧人工智能会对就业造成冲击。近期由Anthropic旗下Claude大型语言模型推出的新法律工具引发的抛售潮，导致软件股蒸发了近万亿美元市值。 这轮下跌并非由泡沫担忧引发，而是由人工智能即将颠覆众多公司商业模式的担忧引发，而末日预言者长期以来一直预测这些公司处于危险之中。 Jonestrading首席市场策略师迈克尔·奥鲁克表示：“我不认为这是过度反应。两年来，我们一直说AI将改变世界，是一项跨代技术。而最近几周，我们已看到它在实际中显现迹象。” “今天可能是法律科技，明天就可能是销售、市场营销或金融。”KeyBanc的分析师Jackson Ader表示。 除了投资者的不安情绪，甚至一直以来被视为AI热潮主要受益者的公司也表现出疲态。DA Davidson董事总经理Gil Luria表示：“起初只是抛售软件...

记者从清远市清城区市场监督管理局获悉，针对周生生（顺盈时代广场店）黄金饰品纠纷问题，清远市清城区市场监督管理局已依法受理并及时组织调解处理。 鉴于消费者对所购买的黄金饰品质量有异议，经消费者与商家协商，双方同意由清远市清城区市场监督管理局将涉事饰品送往有资质的第三方检测机构检测。 经委托广东省珠海市质量计量监督检测所对送检的涉事饰品进行检测，检测结果为足金，符合GB11887-2012《首饰贵金属纯度的规定及命名方法》及第1号修改单标准要求。 目前，清远市清城区市场监督管理局已将检测报告送达消费者与商家，双方均表示对检测结果无异议。

中证估值：国债期货收涨，交易所债券成交规模下降 央行公告，今日开展3000亿元14天逆回购和1185亿元7天逆回购操作，14天逆回购利率与前次持平于1.40%，今日有3540亿元7天逆回购到期，今日公开市场净投放为645亿元。 今日Shibor上行为主，隔夜Shibor报1.3190%，上行0.10BP；1个月Shibor报1.5505%，上行0.05BP。银行间市场资金价格下行为主，隔夜回购加权利率较前日下行0BP至1.32%，7天回购加权利率较前日下行1BP至1.48%。交易所市场隔夜回购全日加权利率为1.46%。 债券市场方面，交易所债券成交规模较昨日减少13亿元至2018亿元，其中可转债成交规模减少71亿元至421亿元。国债期货全部收涨，10年期主力合约涨0.08%至108.320，5年期主力合约涨0.07%至105.910，2年期主力合约涨0.04%至102.434。 华创资管：现券维持低波震荡，流动性和宏观风偏利多债市 周四上午，银行间市场整体窄幅震荡，午盘前情绪偏强，多数活跃券利率下行。午后共有河南、江西、海南等地共计30只地方债发行，共计1915.5亿元，加权久期17.7Y，10Y以上占比972.5亿元。 当前流动性和宏观风偏对债市利多，国债期货T合约技术面也边际改善，但现券暂未走出低波震荡区间，方向性突破仍需外力推动。 东兴证券：地方债与特别国债涨跌互现 2026 年 2 月 5 日，债券市场方面，“二永债” 收益率多数上行，仅 5Y 品种下行；中证转债指数跌 0.84% 至 516.89 点，成交额 701.18 亿元，个券涨跌分化显著。交易所市场中，产融公司债多数下跌，部分地产债大幅上涨，地方债与特别国债涨跌互现。 海外市场方面，东京早盘日本国债价格小幅下跌，10 年期日债收益率涨 1 基点至 2.255%，市场因众议院选举持观望态度，即将拍卖的 30 年期日债预期偏弱但料无剧烈波动。 一创固收：地方债迎发行高峰，资金面保持均衡宽松 今天央行开始进行14天的投放，旨在呵护跨春节流动性及应对年前地方债发行高峰，资金面全天保持均衡宽松，波动不大。债市方面，早盘受地方债供给压力影响，长端情绪偏弱。日内随着股市及大宗商品下跌，风险偏好回落，叠加地方债发行结果基本符合预期，期货带动现券开始上涨。 中信证券：债市回暖，券商加大利率债买入力度 今日债市有所回...

谷歌A美股盘前跌超4%，现报319.35美元。

The bank was under a regulatory technology embargo in 2024 due to identified shortcomings. Credit: T. Schneider/ Shutterstock.com. Kotak Mahindra Bank is preparing to recruit up to 500 engineers to strengthen technology infrastructure, reported Bloomberg. Chief technology officer Bhavnish Lathia said the bank is looking to hire from large technology firms and other banks to build what he described as a “technology company with a banking licence.” The current tech workforce, now exceeding 2,000 employees, includes professionals who previously worked at companies such as Alphabet, Apple, Goldman Sachs Group, and JPMorgan Chase. “Where we see a unique opportunity is in combining talent from deep tech companies with talent that brings deep domain expertise,” Lathia said. The bank was under a regulatory technology embargo in 2024 due to identified shortcomings, but the restriction was lifted last year. During this period, Kotak Mahindra Bank overhauled core banking systems and shifted much of its software development in-house, reducing its reliance on external vendors and giving in-house engineers greater oversight of critical systems. GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence According to Lathia, the bank has recorded more than a year without any unplanned outages in its core banking system, despite handling yearly transaction volume growth of 60% to 70%. Transaction processing time for customers using Kotak’s digital app has also dropped from several seconds to under 500 milliseconds. Of the bank’s current engineering staff, around 1,800 have backgrounds in major technology and global finance firms. Another 300 to 500 engineers are expected to join in the next financial year starting April 1. Lathia took on the CTO role last year, following a similar recruitment drive ...

Griffon ( GFF ) declared $0.22/share quarterly dividend , in line with previous. Forward yield 1.04% Payable March 18; for shareholders of record Feb. 27; ex-div Feb. 27. See GFF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Griffon Griffin Corporation (GFF) Stock: Why The Sell Rating? | 2-Minute Analysis Griffon Corporation 2025 Q4 - Results - Earnings Call Presentation Griffon Corporation: The Door To Upside Hasn't Shut Yet Griffon outlines $2.5B revenue and $580M–$600M EBITDA targets for 2026 while strengthening capital returns

格隆汇2月5日｜据央广网，从清远市清城区市场监督管理局获悉，针对周生生（顺盈时代广场店）黄金饰品纠纷问题，清远市清城区市场监督管理局已依法受理并及时组织调解处理。鉴于消费者对所购买的黄金饰品质量有异议，经消费者与商家协商，双方同意由清远市清城区市场监督管理局将涉事饰品送往有资质的第三方检测机构检测。经委托广东省珠海市质量计量监督检测所对送检的涉事饰品进行检测，检测结果为足金，符合GB11887-2012《首饰贵金属纯度的规定及命名方法》及第1号修改单标准要求。目前，清远市清城区市场监督管理局已将检测报告送达消费者与商家，双方均表示对检测结果无异议。

Intercontinental Exchange press release ( ICE ): Q4 Non-GAAP EPS of $1.71 beats by $0.04 . Revenue of $3.14B (+3.6% Y/Y) beats by $660M . On an adjusted basis, consolidated operating income for the fourth quarter was $1.5 billion and the adjusted operating margin was 60%. Operating cash flow for 2025 was $4.7 billion and adjusted free cash flow was $4.2 billion. As of December 31, 2025, unrestricted cash and cash equivalents were $837 million and outstanding debt was $19.6 billion. Through the fourth quarter of 2025, ICE repurchased $1.3 billion in common stock and paid over $1.1 billion in dividends. Financial Guidance GAAP Non-GAAP 2026 Exchange Recurring Revenue (% growth) Mid-single digits 2026 Fixed Income & Data Services Recurring Revenue (% growth) Mid-single digits 2026 Mortgage Technology Revenue (% growth) Low-to-mid single digits 2026 Operating Expenses $5.010 - $5.075 billion $4.075 - $4.140 billion (1) 1Q26 Operating Expenses $1.245 - $1.255 billion $1.010 - $1.020 billion (1) 1Q26 Non-Operating Expense (2) $180 - $185 million 2026 Capital Expenditures $740 - $790 million 2026 Effective Tax Rate (3) 24% - 26% 1Q26 Weighted Average Shares Outstanding 568 - 574 million Click to enlarge More on Intercontinental Exchange Intercontinental Exchange: Risk-Reward Attractive With Shares Trading At A Low-Twenties Multiple Intercontinental Exchange, Inc. (ICE) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript Intercontinental Exchange, Inc. (ICE) Presents at UBS Global Technology and AI Conference 2025 Transcript Intercontinental Exchange Q4 2025 Earnings Preview Intercontinental Exchange declares January 2026 as strongest month for trading activity

JHVEPhoto/iStock Editorial via Getty Images Back when I rated Qualcomm ( QCOM ) a Buy near $160, the company was starting to look less like just a handset play. Since then, the stock shot up over $205 in October but dropped back down. Now, with the latest post earnings move, it’s set to open around $135. That's almost a 26% drop this month and about 15% lower than when I first called it a Buy. Investors are reacting mostly to the soft Q2 outlook . Management sees revenue at $10.2 to $11 billion and EPS in the $2.45 to $2.65 range. Both numbers came in under what analysts expected. It’s mostly memory shortages hitting handset production harder and sooner than people thought. Even with that setback, I’m still positive on the stock. I think the selloff is too harsh for what looks like a short-term inventory issue tied to DRAM availability and pricing. Qualcomm’s underlying growth, margins and capital returns are getting overlooked. Q1 2026 Earnings Now the stock trades at less than 12 times forward earnings, but auto and IoT are both growing fast. Management is sticking to their $22 billion revenue target for these segments by 2029. If anything, the market isn’t seeing how steady the core business is or how early Qualcomm is in the whole AI and edge computing story. Those should help the company bounce back once the memory shortage eases. Q1 2026 Earnings Handsets are still Qualcomm’s main business, but QCT is getting more diverse. Automotive just posted a record $1.1 billion in sales, 15% higher than last year. Management’s calling for more than 35% growth in auto for Q2. That’s actually picking up, not slowing down. IoT revenue was up 9% to $1.7 billion, thanks to stronger demand in areas like industrial and networking. Buying Alphawave and Ventana Micro Systems lets Qualcomm reach deeper into data center and AI workloads. These aren’t just stories. They’re already showing up in design wins with Volkswagen, Toyota, Hyundai and several Chinese carmakers. Management sa...

JHVEPhoto/iStock Editorial via Getty Images Back when I rated Qualcomm ( QCOM ) a Buy near $160, the company was starting to look less like just a handset play. Since then, the stock shot up over $205 in October but dropped back down. Now, with the latest post earnings move, it’s set to open around $135. That's almost a 26% drop this month and about 15% lower than when I first called it a Buy. Investors are reacting mostly to the soft Q2 outlook . Management sees revenue at $10.2 to $11 billion and EPS in the $2.45 to $2.65 range. Both numbers came in under what analysts expected. It’s mostly memory shortages hitting handset production harder and sooner than people thought. Even with that setback, I’m still positive on the stock. I think the selloff is too harsh for what looks like a short-term inventory issue tied to DRAM availability and pricing. Qualcomm’s underlying growth, margins and capital returns are getting overlooked. Q1 2026 Earnings Now the stock trades at less than 12 times forward earnings, but auto and IoT are both growing fast. Management is sticking to their $22 billion revenue target for these segments by 2029. If anything, the market isn’t seeing how steady the core business is or how early Qualcomm is in the whole AI and edge computing story. Those should help the company bounce back once the memory shortage eases. Q1 2026 Earnings Handsets are still Qualcomm’s main business, but QCT is getting more diverse. Automotive just posted a record $1.1 billion in sales, 15% higher than last year. Management’s calling for more than 35% growth in auto for Q2. That’s actually picking up, not slowing down. IoT revenue was up 9% to $1.7 billion, thanks to stronger demand in areas like industrial and networking. Buying Alphawave and Ventana Micro Systems lets Qualcomm reach deeper into data center and AI workloads. These aren’t just stories. They’re already showing up in design wins with Volkswagen, Toyota, Hyundai and several Chinese carmakers. Management sa...

沃达丰美股盘前跌超10%，现报14.1美元。

2月5日，中央广播电视总台与卡游正式宣布，卡游成为总台2026年春节联欢晚会独家卡牌合作伙伴。据了解，这是总台春晚首次设立独家卡牌合作伙伴。目前，卡游通过自主研发、智能生产，构建了覆盖卡牌、文具、毛绒等多品类的IP生态。(36氪（KRKR）)

(RTTNews) - The Buckle, Inc. (BKE), Thursday announced that comparable store net sales, for stores open at least one year, increased 1.7 percent in January, from comparable store net sales in the previous year. Comparable store net sales for the 13-week fourth quarter ended January 31, 2026 increased 3.9 percent from last year's comparable store net sales. Net sales during the period increased 5.3 percent to $399.1 million compared to net sales of $379.2 million in the prior year. For the 52-week fiscal year ended January 31, 2026, comparable store net sales rose 5.6 percent from the previous year. Net sales increased 6.6 percent to $1.298 billion compared to net sales of $1.218 billion for the prior year. In the pre-market hours, BKE is trading at $50.00, down 0.89 percent on the New York Stock Exchange. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.