Image source: The Motley Fool. Thursday, February 5, 2026 at 10 a.m. ET Call participants Chairman, President, and Chief Executive Officer — Eric Hansotia Senior Vice President and Chief Financial Officer — Damon Audia Vice President of Investor Relations — Greg Peterson Takeaways Net Sales -- $2.9 billion for the fourth quarter, up 1% year over year, or up nearly 4% when excluding the grain and protein divestiture. -- $2.9 billion for the fourth quarter, up 1% year over year, or up nearly 4% when excluding the grain and protein divestiture. Adjusted Operating Margin -- 10.1% in the fourth quarter, an increase of 20 basis points compared to the prior year, with Europe Middle East margins approaching 17% and North America below breakeven. -- 10.1% in the fourth quarter, an increase of 20 basis points compared to the prior year, with Europe Middle East margins approaching 17% and North America below breakeven. Adjusted Earnings per Share -- $5.28 for the year, reflecting a 13.5% decrease, or a 7% decrease when excluding the divested business. -- $5.28 for the year, reflecting a 13.5% decrease, or a 7% decrease when excluding the divested business. Full-Year Net Sales -- $10.1 billion, down 13.5% year over year, or down 7% excluding the grain and protein business. -- $10.1 billion, down 13.5% year over year, or down 7% excluding the grain and protein business. Free Cash Flow -- $740 million for the year, a record for the company and more than $440 million above 2024. -- $740 million for the year, a record for the company and more than $440 million above 2024. Parts Revenue -- $440 million in the fourth quarter, up 5% year over year on a reported basis, and $1.9 billion for the year, marking 2% annual growth reported and flat growth excluding currency. -- $440 million in the fourth quarter, up 5% year over year on a reported basis, and $1.9 billion for the year, marking 2% annual growth reported and flat growth excluding currency. Production Hours -- Down 12% for the ye...

英镑兑美元颓势扩大 2026-02-06 00:12:46 来源： 同花顺7x24快讯 分享 英镑兑美元颓势扩大，下跌1%至日内低点1.35。

Image source: The Motley Fool. Feb. 5, 2026 at 10 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Scott Barbour Chief Financial Officer — Scott Cottrill Executive Vice President, Sales — Michael Higgins President, Infiltrator Water Technologies — Craig Taylor Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Adjusted EBITDA Margin -- 30.2%, with a 250 basis point increase driven by business mix, cost initiatives, and product strategy. -- 30.2%, with a 250 basis point increase driven by business mix, cost initiatives, and product strategy. Adjusted EBITDA -- Up 9% amid essentially flat revenue, as profitability improved across all segments. -- Up 9% amid essentially flat revenue, as profitability improved across all segments. Year-to-Date Operating Cash Flow -- $779 million, representing over 100% conversion of adjusted EBITDA to cash, an increase of $239 million or 44% from last year due to working capital management, stronger profits, and lower cash taxes. -- $779 million, representing over 100% conversion of adjusted EBITDA to cash, an increase of $239 million or 44% from last year due to working capital management, stronger profits, and lower cash taxes. Ending Cash -- Exceeded $1 billion at quarter end, supporting both operations and capital deployment flexibility. -- Exceeded $1 billion at quarter end, supporting both operations and capital deployment flexibility. Leverage -- Ended the period at approximately 1.5 times net leverage following the NDS acquisition, inside the long-term target range of 1-2 times. -- Ended the period at approximately 1.5 times net leverage following the NDS acquisition, inside the long-term target range of 1-2 times. Revenue Guidance (Fiscal 2026) -- Raised midpoint to $3.015 billion, reflecting current performance and forecast factors. -- Raised midpoint to $3.015 billion, reflecting current performance and forecast factors. Adjusted EBITDA Guidance (Fiscal 2026) -- Updated midpoint set at...

大众汽车公司与美国汽车工人联合会达成协议，将为田纳西州工厂的工人加薪20%。(财联社) 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。

全球主要经济体央行正 分道扬镳 ：澳大利亚本周两年来首次加息，而其他央行即便大概率已结束宽松周期，也采取了更为谨慎的态度。 欧洲央行与英国央行周四均维持利率不变，不过市场将英国央行的决议解读为 鸽派 。美国联邦储备委员会则仍属于 宽松阵营 。 以下是 10 个发达市场央行的当前立场： 1． 美国 美联储上月维持利率不变，并暗示 进一步降息可能需漫长等待 。 不过，交易员已完全定价，预计 7 月前将再降息 25 个基点 。美国总统唐纳德・特朗普提名的美联储主席继任者凯文・沃什（Kevin Warsh）—— 将于 5 月任期结束接替杰罗姆・鲍威尔 —— 呼吁降息并缩减资产负债表规模。这一组合或推陡美国国债收益率曲线，但整体利率走向仍存不确定性。 2． 英国 英国央行周四维持利率不变，此次决议仅以 5：4 的微弱票数 通过，令市场意外。央行指出，随着薪资增长放缓， 进一步降息仍是可行选项 。 此次意外的鸽派倾向，使对政策敏感的两年期英国国债收益率创下 2024 年 4 月以来最大单日跌幅 。交易员目前预计，年底前降息幅度将达 近 50 个基点 ，高于决议前的 35 个基点。 3． 挪威 挪威央行上月将关键利率维持在 4% ，并重申 今年晚些时候或降息 ，但非即刻落地，投资者正等待 3 月发布的最新经济预测。 然而，最新数据与进一步宽松政策存在矛盾。12 月，挪威核心通胀率同比意外升至 3.1% ，凸显国内需求韧性十足。 4． 瑞士 瑞士央行（SNB）以 0% 的利率，成为全球主要央行中基准利率最低者，且目前大概率维持这一水平。瑞士央行长期通胀预测仍处于 0-2% 的目标区间内，但该行面临棘手局面：物价压力依然疲软，而作为避险资产的瑞士法郎，对欧元和美元汇率逼近 多年高位 。 该行下次议息会议定于 3 月 19 日 。 5． 加拿大 加拿大央行 1 月将利率维持在 2.25% ，政策制定者警告称，地缘政治风险高企以及美国贸易政策的不确定性，可能给经济带来新的冲击， 有必要进一步实施货币宽松 。 在近一年的关税与贸易不确定性影响下，加拿大 11 月经济增长放缓，商业信心受挫、投资受限，众多企业预计将面临裁员。 6． 欧元区 欧洲央行周四如市场预期般，将关键利率维持在 2% ，交易员预计今年政策不会有任何变动。 不过，近期美元走弱、大宗商品市场波动、特朗普政府就格陵兰岛问题引发...

Alphabet's (GOOG, GOOGL) fundamentals remain solid even as rising capital spending pressures the sto

Jinda Noipho/iStock via Getty Images Investment Thesis I recommend not buying shares of PicPay (NASDAQ: PICS ) which had an IPO a few days ago. In this article, I analyze PicPay's IPO, business model, corporate governance, finances and valuation. It is worth noting that I have already written articles for other Brazilian neobanks such as Nu (NYSE: NU ), Inter (NASDAQ: INTR ) and PagSeguro (NYSE: PAGS ) with a high success rate in recommendations. IPO PicPay took advantage of the window of opportunity and raised $500 million in its IPO on Nasdaq. The prospctus had a price range of $16 to $19 per share, and the stock came out at the top of the range. Demand for the stock exceeded supply by more than 12 times , with the supply attracting investors such as GIC, BlackRock and Fidelity. Let's analyze the company's corporate profile. Corporate Profile and Business Model With 66 million customers , of which 42 million are active, PicPay is the second largest Brazilian neobank, behind only Nu. PicPay's focus is on low-income customers, but one of the objectives in the coming years is to reach more customers with greater purchasing power. PicPay captured the attention of investors due to a business model focused on credit with guarantees and collateralized products, such as payroll loans and anticipation of the FGTS anniversary withdrawal. Around 70% of fintech originations in recent quarters were secured credits. The business differential comes from PIX Credit on third-party cards. PIX is an instant payment system led by the Central Bank of Brazil. In this sense, the customer “borrows” part of their limit on another bank's card to make a payment using PicPay. The credit risk remains with the other bank, while the interest remains with PicPay, something that competitors do not offer. It's a deal more similar to Inter's, as Nu, another pair used in the comparisons, mostly works with unsecured credit. Throughout this article, I will compare PicPay with the Brazilian neobanks In...

The Nasdaq-100 ( NDX ) continues its downward trajectory on Thursday, marking what looks to be the third consecutive session of losses as traders and investors retreat from growth-focused assets at the start of February. This latest pullback has pushed 32 of the 100 constituents in the NDX into oversold territory, according to the relative strength index, a widely followed technical indicator. RSI readings of 30 or below are generally considered a signal that a stock may be oversold and potentially poised for a rebound. Below are the Nasdaq-100’s most oversold names based on their current RSI levels, offering a closer look at which high-profile technology and growth companies are showing signs of technical weakness. PayPal Holdings ( PYPL ), RSI of 11.13 Thomson Reuters ( TRI ), RSI of 13.44 Take-Two Interactive Software ( TTWO ), RSI of 16.74 Axon Enterprise Inc. ( AXON ), RSI of 17.61 Verisk Analytics Inc. ( VRSK ), RSI of 18.50 Constellation Energy Corp. ( CEG ), RSI of 20.99 Shopify Inc. ( SHOP ), RSI of 21.02 Intuit Inc. ( INTU ), RSI of 21.18 Qualcomm Inc. ( QCOM ), RSI of 21.34 Intuitive Surgical ( ISRG ), RSI of 22.75 Nasdaq Focused ETFs: ( QQQ ), ( QQQM ), ( SQQQ ), ( TQQQ ), ( QLD ), and ( QID ). More on markets Crypto meltdown intensifies as $1T in market cap is erased in less than three weeks ETFs heavily allocated to Alphabet feel the pressure as GOOG and tech slide SpaceX–xAI deal reignites IPO countdown as prediction markets take bets on the date Deutsche Bank stands firm on $6,000 gold target as it says the bullish case remains intact ETF inflows shatter records as $165B floods in during the month of January

据央视新闻报道，当地时间周四，乌克兰与俄罗斯在阿布扎比结束了由美国主导的第二日会谈，但未能在关键问题上取得突破性进展。双方同意相互交换各157名战俘，这是此次会谈中少有的具体成果。（央视新闻）

格隆汇2月6日｜大众汽车公司与美国汽车工人联合会达成协议，将为田纳西州工厂的工人加薪20%。

Sergii Zyskо/iStock via Getty Images I end up with a Buy rating for Orchid Island Capital, Inc. ( ORC ) based on a structural opportunity led by the Expense-Capital Flywheel effect. By doubling stockholders' equity to $1.4 billion in FY2025 , Orchid compressed its fixed expense ratio to 1.7% and along with that creating a permanent accretion to marginal ROE that Wall Street may not yet priced-into ORC stock’s premium. As the Fed cuts rates, Orchid’s unhedged repurchase liabilities (31% of funding) will reprice lower (immediately) when its 58% hedged position remains locked at a weighted average pay-fixed rate of 3.53%. This configuration is building a widening net interest spread. However, the risk to this strong bullish thesis is a policy-induced credit cure (where the government-sponsored entities (GSEs) aggressively loosen refinancing standards for the credit-impaired borrowers Orchid targets) forcing a mergence of prepayment speeds between specified pools and generic To-Be-Announced (TBAs). This mergence can erode asset yields considering the portfolio's premium price of 102.5. YCharts The Structural Convexity Edge Of The Expense-Capital Flywheel In my opinion, what I see as the most important forward factor that can drive Orchid Island Capital’s stock price upward is the latent ROE expansion building through the Expense-Capital Flywheel interacting with a Negative-Basis Swap Hedge structure. I want to point out that Wall Street may have priced-in the effects of the Fed’s interest rate cuts and the tightening of Agency RMBS spreads due to the GSEs’ $200 billion annual purchase program. However, what I do not observe is the integration of the non-linear impact of Orchid’s expense ratio compression on its levered marginal returns. In FY2025, Orchid doubled its stockholders' equity to $1.4 billion and this is causing its fixed expense ratio to collapse from 3%+ to a run rate of 1.7%. I consider this beyond a cost-saving measure as it creates a structural arbitrage ...

How Micron Stock Surges To $700 Trefis

The long-term outlook is compelling. Apple (AAPL 0.47%) demonstrated explosive growth in the 2026 fiscal first quarter (ended Dec. 27), reported last week, with a 16% increase in total revenue and a 23% increase in iPhone sales. While the win in iPhones is a reason to be excited about Apple and its future prospects, there was a different number that made an even bigger impression on me and has far-reaching consequences. It's all about the ecosystem Apple has built up a robust ecosystem of products and services that work together and generate user loyalty. You can see that quite clearly in the iPhone sales growth; these are engaged customers who love Apple products and upgrade to new models. The iPhone 17 has been a huge hit, and sales have been driven by pro models, which are more expensive. Notably, management said that demand was constrained by supply, implying that sales growth could have been higher. It also bodes well for second-quarter sales growth. Mac sales were down 7% from the previous year, and management attributed that to extremely high sales in the fiscal 2025 first quarter. It pointed out that half of new Mac buyers were new users, and it's attracting new users to the platform. The number of total active devices increased from 2.35 billion in the previous year to 2.5 billion in the 2026 first quarter. That's an incredible user base, and that's what I mean by the reason to buy Apple stock today. Expand NASDAQ : AAPL Apple Today's Change ( -0.47 %) $ -1.29 Current Price $ 275.20 Key Data Points Market Cap $4.1T Day's Range $ 273.25 - $ 279.50 52wk Range $ 169.21 - $ 288.62 Volume 1.2M Avg Vol 48M Gross Margin 47.33 % Dividend Yield 0.37 % Monetizing the user base There are 2.5 billion Apple devices in use today. That's an incredible amount from people all over the world who have bought into Apple's platform and rely on it for their tech purchases. That's the kind of economic moat Warren Buffett loves in a great business, and it's only increasing. There ...

Amazon is set to report fourth-quarter results late Thursday, with the tech giant's stock trading slightly lower vs. 12 months ago. The results will reflect a key holiday quarter for the tech giant's e-commerce business, but Wall Street's eyes will be on AI progress and the company's Amazon Web Services cloud business. "The focus here remains almost squarely on AWS exit growth and margin, with growing buy-side expectations on segment sales growth that add risk to the print," William Blair analysts Dylan Carden and Arjun Bhatia wrote to clients Wednesday.

财联社2月6日讯（编辑 牛占林） 据央视新闻报道，当地时间周四，乌克兰与俄罗斯在阿布扎比结束了由美国主导的第二日会谈，但未能在关键问题上取得突破性进展。双方同意相互交换各157名战俘，这是此次会谈中少有的具体成果。 不过，参与谈判的美国总统特使威特科夫警告称，未来数周仍有大量艰巨工作有待完成，这无疑降低了外界对短期内实现和平的预期。 尽管如此，这次会谈仍是数月来俄乌两国高级代表团之间最具实质性的接触，显示在战争进入近四年之际，外交努力正出现一种谨慎而不确定的复苏迹象。 当地时间周三，原定于上周末举行的俄美乌三方会谈于阿联酋首都阿布扎比举行。这是三国代表组成的安全问题工作组继1月23日至24日首轮会谈后，在阿布扎比举行的第二轮会谈。 周四的会议持续了约三个小时，此前周三举行了一轮三方谈判，会谈时间约为五个半小时。 乌克兰总统办公室主任布达诺夫表示，三方谈判“确实具有建设性”，并对美国和阿联酋在促成谈判中所发挥的斡旋作用表示感谢。俄罗斯方面的代表基里尔·德米特里耶夫同样释放出积极信号，称有关结束战争的讨论已取得进展，并出现了“向前推进的势头”。 乌克兰总统泽连斯基随后表示，和平谈判将在不久的将来继续进行。 当天俄罗斯外长拉夫罗夫声称，俄罗斯愿意与美国开展广泛合作，特朗普政府也表达了类似意向，但美国在乌克兰问题和制裁上仍然动作迟缓。他指出，特朗普政府尚未解除与乌克兰相关的制裁，包括冻结俄罗斯资产等措施。他认为，这也让美国的诚意受到质疑，并强调，美国关于未来合作的表态必须以“切实行动”为支撑。 双方此次均派出高级军事与情报官员前往阿布扎比，显示出相较此前几轮谈判，本轮会谈态度更为认真。 美国国务卿鲁比奥此前一天表示：“这是很长时间以来，乌克兰和俄罗斯的技术性军事团队首次以一种我们也参与其中的形式进行会谈。” 鲁比奥补充称：“在真正取得突破之前，即便出现信息泄露，进展也难以被外界准确判断。我们的目标是持续致力于这一进程。” 尽管整体语调较以往更为积极，但达成可行和平协议的前景仍高度不确定，因为俄罗斯方面依然坚持其最大化的领土诉求。克里姆林宫多次强调，任何协议都必须以乌克兰首先割让整个顿巴斯东部地区为前提，其中包括目前仍由乌方控制的区域。 乌克兰官员已明确拒绝这一条件，转而主张沿当前前线实施停火，并排除了从乌克兰东部单方面撤军的可能性。该地区由一系列高度设防的城市构成，是乌克兰...

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At Holdings Channel, we have reviewed the latest batch of the 27 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Arista Networks Inc (Symbol: ANET) was held by 9 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen. Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in ANET positions, for this latest batch of 13F filers: In terms of shares owned, we count 5 of the above funds having increased existing ANET positions from 09/30/2025 to 12/31/2025, with 4 having decreased their positions. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the ANET share count in the aggregate among all of the funds which held ANET at the 12/31/2025 reporting period (out of the 3,586 we looked at in total). We then compared that number to the sum total of ANET shares those same funds held back at the 09/30/2025 period, to see how the aggregate share count held by hedge funds has moved for ANET. We found that between these two periods, funds reduced their holdings by 870,247 shares in the aggregate, from 179,761,316 down to 178,891,069 for a share count decline of approximately -0.48%. The overall top three funds holding ANET on ...

财联社2月6日讯（编辑 赵昊） 知情人士透露，随着SpaceX初定今年启动IPO，公司计划为其星链（Starlink）业务拓展至更多新市场，包括推出星链手机、直连到设备的互联网以及太空轨道追踪服务。 三位知情人士透露， 相关计划包括打造一款可直接连接到星链卫星群的移动设备，这款潜在的设备甚至可能与智能手机竞争。 但尚不清楚该设备的具体设计细节，以及马斯克何时启动开发。 若SpaceX真的推出手机，将是其星链产品线的一次重大扩张。星链在短短六年内已发展成由9500颗卫星组成的互联网网络，并不断打开新市场。 目前在轨的约650颗星链卫星专门用于“直连终端”（direct-to-device）业务。马斯克周一在SpaceX的博客中写道，最终目标是：“让地球上任何地方都能获得完整的蜂窝网络覆盖。” 与“太空数据中心”构想类似，星链向蜂窝网络形态扩展的能力，高度依赖SpaceX的“星舰”（Starship）火箭。星舰可一次发射更多、性能更强的新一代星链卫星，从而可向手机直接提供更强大的互联网信号。 当下，SpaceX正凭借星链的快速生产线和可重复使用火箭迅速扩张，这两大优势还将助力马斯克实现一个更激进的计划——建设环绕地球运行的数据中心——这也是SpaceX近期宣布合并xAI的原因之一。 虽然市场仍处于早期阶段，但有分析师预计，直连终端市场未来几年规模可能达到数十亿美元。 去年10月，SpaceX申请了“Starlink Mobile”（星链移动）商标；今年还申请多项专利，以提升星链与地面小型移动设备（不仅限于官方终端）的连接能力。 先前，星链已与T-Mobile展开合作，将星链的卫星网络直接接入后者的手机网络，但这与SpaceX自行生产手机是两条不同路径。 知情人士称，SpaceX多年来一直酝酿手机计划。上周，马斯克在社交媒体平台上回应网友关于“星链手机”的设想时表示： “在未来某个时候，这并非不可能。” 马斯克还称：“它将是一种与现有手机截然不同的设备，将完全为神经网络的最大性能/功耗比进行优化。” SpaceX进军蜂窝通信领域最大的一笔投资是去年以196亿美元从EchoStar处收购了卫星频谱资源。尽管有人认为这可能威胁Verizon、AT&T等移动运营商，但SpaceX将自身定位为这些网络的补充者，而非竞争对手。 Summit Ridge Group总裁Armand ...

For Immediate Release Chicago, IL – February 5, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: NVIDIA Corp. NVDA, Broadcom Inc. AVGO, Walmart Inc. WMT, and Palladyne AI Corp. PDYN. Here are highlights from Wednesday’s Analyst Blog: Top Research Reports for NVIDIA, Broadcom and Walmart

Key Points Fluor stock sank last year, but investors now sense it's time to buy the dip. The company monetized its stake in NuScale Power late last year. Flour will update investors with fourth-quarter results on Feb. 17. 10 stocks we like better than Fluor › Strong stock market gains have begun to spread beyond large tech companies at the start of the year. One destination for investor money in January was the construction and engineering company Flour (NYSE: FLR). The stock popped 16.6% in January, according to data provided by S&P Global Market Intelligence. Investors look to be buying the dip after Flour shares lost almost 20% in 2025. A growing business backlog has sparked renewed confidence in the company. Investors will hear more when Fluor reports its fourth-quarter results on Feb. 17. 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 » Here's a look at Fluor's business to help prepare you for that update. Look for a growing backlog Fluor shares plunged after its second-quarter report last August, and never really recovered over the remainder of 2025. But a growing backlog of construction projects has investors buying that dip to start the new year. Fluor operates in three segments: Urban Solutions, Energy Solutions, and Mission Solutions. The most important area for investors to watch is Flour's Urban Solutions business. It had a backlog of more than $20 billion as of the end of Q3, representing about three-quarters of the company's total backlog. Fluor is tapping into fast-growing markets, including metals and mining, data centers, and pharmaceuticals. When Fluor reports fourth-quarter results, project updates to watch include a copper mining facility in Canada, a new rare earth magnet manufacturing facility in Texas, and a potential new pharmaceutical customer plant. Long-term mindset Investors should be thinking longer term with Fluor stock. These engineering and construct...

Micron’s stock is ripping, AI demand is wild, and TikTok is catching up. But is MU really a must-cop chip play or just late-to-the-hype FOMO bait? The internet is waking up to Micron Technology Inc, and Wall Street is already sprinting. AI servers, high-end memory, GPU shortages, data centers going nuclear – Micron is sitting right in the middle of the chaos. But is MU actually worth your money, or are you just chasing another overhyped chip ticker? Let’s talk real talk, not fanboy talk. The stock has been moving, the AI narrative is loud, and the competition is brutal. You don’t want to be the last one holding the bag. The Hype is Real: Micron Technology Inc on TikTok and Beyond Micron isn’t exactly a household name like Apple or Nvidia, but in tech and trading circles, it’s getting louder – fast. AI PCs, gaming rigs, cloud servers, phones, laptops – they all need what Micron sells: memory and storage. And when AI workloads explode, memory demand usually follows. Creators are starting to break down why MU is quietly becoming a favorite among people who are tired of chasing the obvious names at sky-high prices. Think: “I missed Nvidia, what’s next?” – Micron keeps popping up. Want to see the receipts? Check the latest reviews here: On social, the vibe is shifting from “Who even is Micron?” to “Wait, this is the company feeding AI chips with high-speed memory?” Top or Flop? What You Need to Know Here’s the breakdown you actually care about – what makes Micron a potential game-changer and where it could still flop. 1. Micron is selling the AI shovels – just not the flashy ones Everyone drools over GPUs, but GPUs are useless without fast memory. Micron builds DRAM and NAND flash – the guts behind everything from AI data centers to gaming rigs to phones. As AI gets heavier, memory intensity goes up. Translation: more chips, more bits, more money. AI servers can need way more memory than regular servers. That’s where Micron sneaks in. You might not see “Powered by Micron...

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AMD expands midrange FPGA offerings with Kintex UltraScale+ Gen 2 family The Robot Report

特斯拉 （TSLA）周四早盘下跌3.6%。在参议院自动驾驶听证会后，议员质询特斯拉全自动驾驶系统缺少激光雷达与地理围栏；Alphabet旗下Waymo则面临海外制造车辆及远程操控问题，拖累市场情绪。 责任编辑：张俊 SF065

JOLTS job openings data for December came in lower than expected, while the layoffs level was higher than forecast. That comes on the heels of the higher-than-estimated initial jobless claims data from earlier. Mike McKee reports on "Bloomberg Open Interest." (Source: Bloomberg)

Amazon is on the docket to release fourth-quarter earnings after the stock market closes Thursday, and analysts remain optimistic that the company can deliver another solid report. Analysts polled by LSEG estimate that the "Magnificent Seven" tech titan will earn $1.97 per share on revenue of $211.33 billion. This would represent earnings growth of 6% and a revenue rise of 12.5% versus the same period a year ago. Amazon beat Wall Street's forecasts for earnings and revenue in its third quarter, which ended in October. Revenue for Amazon's cloud unit, a key area of attention, accelerated 20.2% during the quarter, exceeding the 18.1% analysts had expected. Shares of Amazon have slumped 4% over the past 12 months. The stock has added 1% this year. AMZN 1Y mountain AMZN 1Y chart Heading into earnings, Wall Street remains overwhelmingly bullish on Amazon. LSEG data shows that 67 analysts covering the stock rate it a strong buy or buy, while four have it at a hold. Analysts such as Bernstein's Mark Shmulik have their eyes on growth in Amazon Web Services, its cloud computing unit, again as a key metric for the stock. "AWS may well have a sustainable long-term build out advantage with deep long-standing relationship across the supply chain and continued best-in-class non-AI compute infrastructure to complement," he wrote. Shmulik expects AWS revenue growth to accelerate through 2026, and BMO Capital Markets analyst Brian Pitz agrees. "Our channel checks continue to support AWS's growth acceleration, though competition and capacity constraints still keep a lid on upside potential," Pitz wrote. Analysts also flagged that they were watching Amazon's e-commerce demand trends and its advertising revenue. UBS analyst Stephen Ju cited high-margin revenue potential from Prime Video with ads as a catalyst for his buy thesis, while Pitz expects advertising to "again outpace all segments in 4Q25E." Here's what analysts at some of Wall Street's biggest banks are saying before Amazon's...

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Shares of Elf Beauty are fluctuating after the company delivered a better-than-expected full year profit outlook. The results were driven by strong performance in its newly-acquired Rhode brand, Hailey Bieber's beauty and skincare line. Mandy Fields, the e.l.f. CFO joined Bloomberg Open Interest to talk about the quarter and it's new telenovela-inspired Super Bowl ad starring Melissa McCarthy. (Source: Bloomberg)

Image source: The Motley Fool. Thursday, February 5, 2026 at 10 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Mark S. LaVigne Chief Financial Officer — John J. Drabik Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Gross Margin Outlook -- Management guided to over 300 basis points of sequential gross margin expansion from Q1 to Q2, with an additional 300-400 basis points anticipated by year-end. -- Management guided to over 300 basis points of sequential gross margin expansion from Q1 to Q2, with an additional 300-400 basis points anticipated by year-end. Debt Reduction -- The company paid down more than $100 million in debt during the quarter and targets $150 million to $200 million in total paydown for the year. -- The company paid down more than $100 million in debt during the quarter and targets $150 million to $200 million in total paydown for the year. Return of Capital -- Nearly $28 million was returned to shareholders through dividends and share repurchases as part of the capital allocation strategy. -- Nearly $28 million was returned to shareholders through dividends and share repurchases as part of the capital allocation strategy. Tariff Impact -- Tariffs represented an approximately 300 basis point headwind to gross margin in Q1, with expectations for improvement as impacted inventory cycles out. -- Tariffs represented an approximately 300 basis point headwind to gross margin in Q1, with expectations for improvement as impacted inventory cycles out. APS Transition -- The transition of APS customers to Energizer branded product is expected to contribute $30 million in sales, equating to roughly 200 basis points of organic growth. -- The transition of APS customers to Energizer branded product is expected to contribute $30 million in sales, equating to roughly 200 basis points of organic growth. Distribution Expansion -- Management projects 400-500 basis points of growth in the second half, driven by increased ...

Alphabet's (GOOGL, GOOG) revenue from search and cloud, and overall earnings in 2027 are expected to