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A trader works as the Dow Jones Industrial Average surpasses the 50,000 mark on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Feb. 6, 2026. Brendan McDermid | Reuters There's a disconnect between the stock market and consumer optimism — and some economists say affordability is a primary culprit . Over the last four to five years, the stock market has become divorced from consumer sentiment: Stock valuations have soared while consumer optimism has plunged to near-record lows , economists said. The dynamic is atypical, said Joe Seydl, a senior markets economist at J.P. Morgan Private Bank. Prior to 2022, stock markets and consumer sentiment largely moved in sync, shifting up and down based on prevailing economic conditions, Seydl said, based on an analysis of data dating to the early 1990s . When times were good, both moved upwards in tandem, and vice versa. "It really breaks the 25-year relationship between the two series," Seydl said. A separate analysis by Oxford Economics found a similar dynamic. The University of Michigan's consumer sentiment index should have ended 2025 at a value of 93, based on indicators like stock prices, unemployment and inflation, according to that Oxford Economics study, published Jan. 27. Instead, it was 40 points lower, near an all-time low. "Historically, household perceptions of the economy closely tracked key macroeconomic indicators," according to Oxford Economics. "Today, those indicators suggest consumers should be feeling significantly more upbeat than they do." Impacts of the 'vibecession' Measuring how consumers feel — and how that sentiment relates to the stock market and broad economy — is important since consumer spending accounts for the bulk of U.S. economic output, said John Canavan, lead analyst at Oxford Economics. The so-called " vibecession " — or the sour mood — among consumers is likely due to their views on affordability, Seydl said. "Affordability is sort of this catch-all term for widesp...

is editor-at-large and Vergecast co-host with over a decade of experience covering consumer tech. Previously, at Protocol, The Wall Street Journal, and Wired. Posts from this author will be added to your daily email digest and your homepage feed. We have long had our doubts about the Trump Phone. Since its very first debut, the device — technically called the Trump Mobile T1 Phone 8002 — has seemed utterly impossible to execute as advertised. The Trump Mobile team has also spent the last eight months rapidly moving the goalposts, changing specs and making increasingly vague promises about the phone being American-made. We’ve wondered many times if there is even a Trump Phone at all. Verge subscribers, don’t forget you get exclusive access to ad-free Vergecast wherever you get your podcasts. Head here. Not a subscriber? You can sign up here. On this episode of The Vergecast, we talk to one of the only people who has seen one. That person is The Verge’s Dominic Preston, who has been covering the Trump Phone for months and who got a virtual look at the device last week. Dom joins the show to tell us about the surprising reveal, what we know now about the phone itself, and whether this thing is actually going to ship. After that, The Verge’s Hayden Field explains how OpenClaw and Moltbook managed to simultaneously capture so many Silicon Valley AI imaginations. OpenClaw feels like an immediately big deal, a powerful and dangerous way to put AI agents to work with all the access and knowledge they need to be really useful. (And, again, really dangerous.) Moltbook, an ostensibly AI agent-only take on Reddit, seems a little more like a novelty. Still, though, there is something fascinating about watching the bots interact with one another. Finally, The Verge’s Andy Hawkins helps answer a question from the Vergecast Hotline (call 866-VERGE11 or email vergecast@theverge.com!) about whether Tesla might be getting out of the car business for good. If you want to know more abou...

J Studios/DigitalVision via Getty Images Big Tech capex has turned into the most important semiconductor demand signal again. Big Tech earnings season has been marked by the shocking spending plans released by Amazon ( AMZN ), Google ( GOOGL ), and Meta ( META ), which disclosed figures far above prior market expectations. As you can see in the table below, consensus failed to anticipate another leg up in capex, similar to what we saw from 2024 to 2025. Capex levels for 2026 (AMZN, GOOGL, and META reflect company-provided midpoint guidance, while MSFT and ORCL are S&P Capital IQ consensus averages) Capex across these five companies rose 72% in 2025, and the figures above imply another ~65% increase versus 2024. Given that Microsoft did not provide full-year guidance and Oracle’s last earnings update was earlier, I think the eventual 2026 total could end up even higher. While these increases have reignited the debate over whether the trend is economically sustainable and whether these investments will actually pay off, which has helped drive some valuation compression across Big Tech, that’s a debate for another forum. From a semiconductor perspective, I see this as a pretty bullish setup for another strong year. Much of this capex will go into logic chips: GPUs, ASICs, or TPUs. Microsoft, for instance, said on its latest earnings call that two-thirds of capex was on short-lived assets, primarily GPUs and CPUs. So... which companies should benefit? The memory super cycle I'd like to start with memory and its implications because it has been the hottest topic in semis lately, and it has spillovers into a lot of segments. I believe these capex estimates are yet another indication that today’s memory cycle still has room to run, and possibly evidence that we are not at peak yet. DRAM scaled faster than logic through most of semiconductor history and, with much less differentiation among players, it ultimately became a commoditized segment. That also led to a consolidati...

PM Images/DigitalVision via Getty Images The Amplify CWP Growth & Income ETF ( QDVO ) is one of the newer income-focused ETFs in the market, and it's already amassed $596 million in assets under management (AUM). The reason investors are gravitating toward QDVO is that it's delivering double-digit yields for shareholders with appreciation in the share price. Over the past year and a half, QDVO has appreciated by 16.11% as the share price has increased $3.97 from $24.65 to $28.62 while generating $3.87 of income for a 15.7% yield. This is a total return of 31.80%, which is very appealing to shareholders looking to generate income without sacrificing 100% of the upside to covered calls. Over the past year, QDVO has generated a 10.24% yield while the share price has increased by 5.03%. The Fed has continued to cut rates, and it looks like we will get another 2 rate cuts in 2026, which could make the risk-free rate of return from the United States 12-Month Bill Yield ( US12M ) fall under 3%. When this happens, I believe that more capital will move into the markets from the sidelines because a sub-3% yield won’t be enticing enough to support the T-bill and chill methodology. I think that QDVO will be a large beneficiary because the current data shows it has outperformed its peers over the past year on total return. I am very bullish on QDVO going forward and have been adding to my position. Seeking Alpha Following Up on My Previous Article about QDVO Back at the beginning of November, I wrote an article discussing how I felt that QDVO could continue outpacing its peers from a total return perspective ( can be read here ). I believed that QDVO stood out for its strong blend of income and appreciation, as its tactical covered call strategy enabled it to generate recurring income and upside participation. As the risk-free rate of return fell, I felt it would be bullish for equities and make the bond market less attractive. I am following up with a new article because I just...

Morsa Images/DigitalVision via Getty Images Investment thesis Last week, beginning on Sunday, February 2, 2025, was a busy week for CleanSpark, Inc. ( CLSK ) watchers. On Monday, bitcoin, which the company mines, plunged and the CLSK share price toppled with it. On Thursday, the firm released its latest earnings report. Friday, the share price came roaring back. But there were two other issues of interest to investors: first, a red banner warning on its summary page at Seeking Alpha and second, an ongoing transition that began last fall. I believe the transition is the most important of these issues, and after examining the structural changes that will come out of it, maintain my Buy rating. About CleanSpark A transition is underway at the firm. Previously, bitcoin mining was its sole business, but it is now becoming an AI and HPC (high-performance computing) data center developer. It is assembling land and power assets that serve data center companies. In its 10-K for fiscal 2025 (which ended on September 30, 2025), it stated, “Leveraging our power optimization, land acquisition, engineering, operations and construction expertise, we have been actively pursuing opportunities to develop portions of our sites and power pipeline for AI and HPC hosting and leasing.” And, “This diversification strategy reflects our commitment to leveraging our expertise in energy management, data center operations and large-scale computing infrastructure to address rapidly growing demand in AI and HPC markets.” Latest earnings CleanSpark released its Q1-fiscal-2026 earnings report after the close on February 5, 2026. Those results came out as bitcoin, the only cryptocurrency the firm mines, was falling. According to CNBC on February 5, bitcoin was down nearly 30% on the first four days of the week. It added that the cryptocurrency was falling as U.S. tech stocks sold off sharply. Not all of its troubles were external, though, as its GAAP EPS of minus $1.35 missed estimates by $1.10 and ...

Jayud Global Logistics Ltd SHENZHEN, China, Feb. 10, 2026 (GLOBE NEWSWIRE) -- Jayud Global Logistics Limited (NASDAQ: JYD) ("Jayud" or the "Company"), a leading end-to-end supply chain solutions provider based in Shenzhen specializing in cross-border logistics, today announced that it has signed a three-year cooperation agreement (the “Agreement”) with Guanghong Electronics, a wholly-owned subsidiary of DBG Technology Co., Ltd. (300735.SZ). The Agreement focuses on providing comprehensive logistics and transportation services, including land and air freight from China to Hong Kong, as well as customs-related processes. This collaboration leverages Jayud's extensive logistics network and expertise in cross-border trade to support DBG Technology's expanding global operations. DBG, a prominent Electronic Manufacturing Services (EMS) provider with 2024 revenue of 6.88 billion RMB (approximately US$982 million1), serves top-tier brands such as Huawei, Xiaomi, and Honor, as well as major automotive leaders like BMW and Volkswagen through Tier-1 suppliers. The Agreement is expected to enhance the efficiency and reliability of Guanghong Electronics’ supply chainas it expands its footprint in Hong Kong, India, and Vietnam, where Jayud provides significant logistics support. Transportation plans from China to Hong Kong by land and air, as well as full customs processes, will be part of the services offered which, in turn, is expected to enable a smoother and quicker movement of goods. “This Agreement with Guanghong Electronics demonstrates our commitment to delivering high-quality, end-to-end supply chain solutions that support our clients’ global growth," said Xiaogang Geng, Chairman and Chief Executive Officer of Jayud. “By combining our cutting-edge logistics services with Guanghong Electronics’ cutting-edge manufacturing, we intend to create a powerful synergy that will make the consumer electronics and automotive supply chains more efficient and resilient. We are excited...

Social Security is a complex program. One aspect that makes the Social Security program so confusing is that retirees can choose when to claim benefits. Retirees can claim Social Security as early as age 62 and as late as age 70. There are, of course, trade-offs depending on which age one claims. The earlier one claims benefits, the less they are likely to receive in benefits, and the later one claims, the more they are likely to receive in benefits. It all has to do with a person's full retirement age (FRA), which is 67 for those born in 1960 or later. Each month a retiree claims benefits prior to their FRA results in a reduction to the full benefits they would have been entitled to at their FRA. Each month a retiree delays claiming benefits past their FRA results in an increase. Generally speaking, if a retiree claims benefits at age 62, their benefits could be reduced by 30%. Delaying benefits until age 70 can result in a 24% increase. The Social Security Administration aims to ensure that, regardless of the age at which one claims benefits, they will ideally receive the same amount of benefits over their lifetime. While there is great debate on the topic, statistics say this is the best age to claim benefits. The best decision is the road least likely to be taken In late 2022, the National Bureau of Economic Research, the Federal Reserve Bank of Atlanta, and Boston University co-authored a study called "How Much Lifetime Benefits are Americans Leaving on the Table?" The study found that virtually all Americans aged 45 to 62 should wait until after age 65 to collect benefits. Additionally, the study concluded that 90% of Americans should wait until age 70 to claim benefits, yet only about 10% actually do so. If workers aged 45 to 62 delayed claiming benefits until age 70, they could increase their lifetime discretionary spending by over $182,000, or 10%. In fact, one in 10 workers could actually increase their lifetime discretionary spending by 26%. If the answer...

Silver and gold prices crashed abruptly on Jan. 30. Silver and gold are what you might normally load up on if you're worried about where the economy might be headed. And over the past several months, the prices of these metals have been soaring. With such significant price movements, you might be led to believe that many investors are worried about more than just your average recession. There's also likely been a healthy dose of speculation along the way. Many analysts have compared the volatility of these metals to that of meme stocks in recent years and to their unpredictable nature. But toward the end of January, silver and metal prices crashed significantly. And this could offer some hints on how investors view the overall market right now, and what it might mean if you're looking to diversify and reduce risk. The Fed chair pick that rattled silver and gold prices On Jan. 30, the big news of the day was that President Trump had picked who he'd like to lead the Federal Reserve once Jerome Powell's term ends in May: Kevin Warsh. The move appeared to ease investor concerns about the Fed's independence, and in doing so, led to a significant decline in gold and silver prices. Gold, which was trading around $5,300 per ounce, fell well below $5,000. While it's around those levels now, it marks a significant decline. Silver also crashed from around $115 per ounce to now trading around $80. The iShares Silver Trust (SLV +8.34%), which has been a popular fund for investors to hold to gain exposure to silver, is still up 10% since the start of the year, but it's down 31% from its high of $109.83. Expand NYSEMKT : SLV iShares Silver Trust Today's Change ( 8.34 %) $ 5.85 Current Price $ 76.04 Key Data Points Day's Range $ 72.55 - $ 76.16 52wk Range $ 26.57 - $ 109.83 Volume 4.1M Investing in silver and gold may be riskier than ever before What the recent volatility in gold and silver tells us is just how speculative these assets have become of late, as they appear to have be...

在试水两年半之后，抖音的内容付费似乎要告一段落了。日前有爆料显示，抖音平台将对内容变现模式进行重大调整，自2026年2月5日起正式停止付费合集的相关功能与服务，原“合集付费配置”功能全面下线，所有已创建的付费合集将统一转为免费合集，用户无需购买即可正常观看。 具体来说，就是抖音或将彻底关闭付费合集的变现经营能力，已购买相关付费合集的用户，可通过抖音客户端下载保存对应内容，创作者也可通过合集管理功能对已转为免费的合集进行删除等操作。针对因功能调整导致的用户退款需求，据称抖音方面明确相关退款将由平台全额承担，以保障付费用户的权益不受损失。 在关闭付费合集的同时，抖音也为创作者提供了替代选项。据悉，抖音将同步推出合集升级计划，以投稿数量、内容质量、播放效果等多维度数据为核心评估指标，定向为优质创作者提供创作激励，来替代原有的付费分成模式，引导创作者转向基于内容流量与平台补贴的变现路径。 简而言之，兜兜转转一圈后，抖音创作者的内容变现路径又回到了单一的流量模式。那么问题就来了，抖音探索付费短视频为何短短两年半时间就终止了呢？其实要想回答这个问题，先得来看看抖音当初开放短视频付费的缘由。 此前在2023年11月中旬，#抖音测试付费短视频# 这个话题曾冲上热搜，说的就是用户在观看创作者的内容时，部分需要付费解锁才能全部观看，涉及的品类不止短剧，还包括日常、知识、娱乐等UGC内容。而创作者则需要满足近90天内无账号违规封禁记录、粉丝数不少于10万、完成抖音实名认证这三个要求，才能开通付费服务。 其实这已经不是抖音第一次尝试让用户直接为优质短视频内容付费，早在2021年他们就曾推出“赞赏”功能，旨在为抖音短视频创作者提供内容变现的途径。但由于彼时抖音的UGC属性过于突出，用户的付费心智也并不成熟，所以当时抖音在内容付费上的小试牛刀没有激起太大的水花。 但短剧的异军突起，让抖音坚定了尝试内容付费的决心。此前艾媒咨询发布的中国网络微短剧市场规模的研究报告显示，2021年这个市场的规模还只有3.68亿，可到了2023年，短短两年间其市场规模就达到373.9亿、增长了10倍。短剧快速壮大的市场规模以及用户惊人的付费能力犹如强心剂，让一众短视频平台看到了内容付费的潜力。 然而彼时短剧的付费模式是围绕微信小程序展开，付费路径通常是用户刷短视频时不经意看到感兴趣的投流素材，点击即可一键跳转至微信...

在本周开局相对平静之后，周二两大加密货币在看跌情绪的压力之下再次开始下跌。 以太币一度下跌6%至1，994美元。纽约时间上午6：25下跌5%，报约2，014美元。 比特币一度下跌2.4%至68，666美元。周末期间比特币一直徘徊在大约7万美元，然后在周一跌破该水平。上周五比特币一度几乎触及6万美元，之后出现反弹。 上周比特币走势惨烈，抹去了自美国总统特朗普在2024年底再次当选以来的全部涨幅。外界一直认为对加密行业更友好的特朗普政府将利好该行业，但比特币最近却录得自2018年以来最长的按月连跌。 Mercuryo联合创始人兼首席执行官Petr Kozyakov表示：“比特币在略低于70，000美元的水平交投。在上周抛售的冲击波仍在持续回荡之际，加密货币市场看起来仍在寻找明确方向。” 尽管从上周低点反弹，市场对两大加密货币的风险偏好仍不明显。看跌信号依然困扰着比特币衍生品市场。比特币永续合约的资金费率一直处于零以下，表明交易员仍在为下行压力布局。 责任编辑：李肇孚

(RTTNews) - Entegris, Inc. (ENTG), a supplier of materials and solutions for the semiconductor and other high-technology industries, on Tuesday initiated guidance for the first quarter of 2026. For the first quarter of fiscal 2026, the company expects net income of $65 million to $77 million, or $0.43 to $0.51 per share. Excluding items, Entegris projects earnings of $106 million to $118 million, or $0.70 to $0.78 per share. The company anticipates sales of $785 million to $825 million. For the first quarter of fiscal 2025, Entegris had reported a net profit of $62.9 million, or $0.41 per share, with adjusted earnings of $101.5 million, or $0.67 per share, on revenue of $773.2 million. ENTG was up by 9.33% at $133.81 in the pre-market trade on the Nasdaq. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

TLDR Oracle shares jumped 9.6% Monday following D.A. Davidson’s upgrade to Buy rating with $180 price target. Analyst Gil Luria cited OpenAI’s $40 billion cash reserves and potential $100 billion fundraise as key catalysts. TikTok USA partnership generated approximately $800 million in revenue for Oracle last year. Stock remains 55% below September peak of $328.33 despite Monday’s rally to $155.95. Oracle faces $130 billion debt and $248 billion in operating-lease commitments going forward. Oracle stock delivered its strongest performance in months on Monday. Shares rose 9.6% to close at $155.95. Oracle Corporation, ORCL D.A. Davidson analyst Gil Luria upgraded the stock to Buy from Neutral. He kept his price target at $180. The upgrade focused on OpenAI’s financial health. Luria believes the AI company now has the resources to fulfill its obligations to Oracle. OpenAI currently holds about $40 billion in cash. The company may raise an additional $100 billion by the end of the quarter, according to D.A. Davidson. These funds will help pay for the massive data center buildout Oracle is constructing for OpenAI. The market had been valuing this relationship negatively. “Since the market is currently assigning the OpenAI relationship a negative value, we believe the fundraise will serve as a catalyst for outperformance,” Luria wrote. Recovery From September Highs Oracle peaked at $328.33 per share in September. The stock has fallen 55% since that record high. The September surge followed an announcement of over $300 billion in new contract obligations. Investor enthusiasm cooled when details emerged. A single contract with unprofitable OpenAI accounted for most of that backlog. Concerns grew about whether OpenAI could pay for the services. Luria’s analysis suggests those worries may be overblown. He expects OpenAI to reclaim its position as a top challenger to Google. “With a fresh stack of capital be able to live up to its obligations this year, including to Oracle,” t...

Steve Gorczynski is the Central New York regional president for M&T Bank. When elected officials and business leaders broke ground to celebrate the start of construction at the future site of Micron’s megafab, they did more than turn over some dirt. They marked the turning of a new page for Central New York’s economy. This new chapter begins after decades of hard work to ensure our region was an attractive destination for such large-scale projects — and if you were in the room at CenterState CEO’s recent Economic Forecast event, I’m sure you would agree the excitement was palpable. For the local business community, our job now is to channel this shared excitement into creating proactive collaboration and fostering strategic investments to ensure our region is prepared to fully capitalize on “one of the largest economic developments in New York history,” as Rick Moriarty referred to it in his Jan. 22 article, “ ‘Micron moment’ dominates Central New York economic forecast.” This wave of momentum, if we sustain it in the years to come, can lead to further business growth and accelerate economic growth across our entire community. Steve Gorczynski is the Central New York regional president for M&T Bank. (Provided photo courtesy of M&T Bank) Provided photo courtesy of M&T Bank In the 2026 Capital Markets Forecast – authored by M&T Bank’s investment management arm, Wilmington Trust – our colleagues analyzed the global economy and called out the challenges and opportunities that have emerged during this recent period of economic experimentation. This annual report on national and global economic conditions, and their impact on the investment landscape, contains valuable insights for Central New York-based businesses and helped illuminate a number of key takeaways for the local economy, especially in the context of our “Micron moment.” Reshoring and smart manufacturing The reshoring movement has gained steam amid evolving U.S. trade and tariff policies. More manufacturers a...

格隆汇2月10日｜美银将卡特彼勒的目标价从735美元上调至825美元，维持“买入”评级。(格隆汇)

Tony Wu, one of the co-founders of Elon Musk ’s artificial intelligence startup xAI, is leaving the company after less than three years — making him the latest in a string of founding members who have departed. “It’s time for my next chapter,”Wu said Monday in a post on X , in which he thanked Musk. “It is an era with full possibilities: a small team armed with AIs can move mountains and redefine what’s possible.” He did not say in the statement what he would be doing next. Wu, who previously worked at Google, is one of 12 xAI co-founders, including Musk, who launched the company in 2023. He is now at least the fifth to exit. Kyle Kosic left in 2024, followed by Igor Babuschkin and Christian Szegedy last year. Additionally, Greg Yang said last month that he would step back from his role after being diagnosed with Lyme disease. Wu’s departure follows xAI’s recent merger with SpaceX , a move that valued the combined company at $1.25 trillion, Bloomberg reported. The deal could ease a funding crunch for xAI, which has been raising large sums of capital as it burns through cash in its bid to build out data centers, buy chips and pay for talent. Read More: Musk’s SpaceX Merger Provides Lifeline for Debt-Ridden xAI

格隆汇2月10日｜希迪智驾在港交所公告，鉴于中国内地之假期安排，相关过户、结算及换票等程序预期无法于原定日期（即2026年2月20日）完成。因此，公司拟将股份拆细之生效日期更新为2026年3月2日。有关股份拆细生效后的相关事宜之预计时间点亦将作相应顺延调整。

Genius Sports ( GENI ) announced on Tuesday that it struck a new partnership with WPP Media ( WPP ) to sharpen how major brands invest in sports advertising by launching a data-driven tool called the WPP Brand Sports Momentum Score. The sports momentum score uses Genius Sports' ( GENI ) Fan Graph, comprised of an individual-level dataset covering well over 250 million U.S. consumers, to pinpoint which sports, leagues, teams, audiences, and game moments offer the strongest fan momentum and commercial value at a given time. The upside for marketers is that the tool could help deliver more precise media planning, activation, and measurement. By integrating Fan Graph and the FANHub sports advertising platform into WPP’s Open Intelligence Network, the collaboration aims to move buyers away from traditional ratings toward an audience-first approach that links sports ad spend to tangible business outcomes. As part of the agreement, WPP Media clients will be able to build custom audiences, deploy sponsorships across direct and programmatic channels, and continually optimize campaigns based on real customer value rather than post-campaign reports. WPP Media also joins the Genius Sports ( GENI ) Innovation Council, aligning itself with leagues, teams, and broadcasters working on next-generation sports advertising solutions such as augmented broadcasts, personalized marketing, and immersive fan experiences. "In a fragmented sports media market, guesswork is expensive," highlighted Genius Sports Chief Revenue Officer Josh Linforth. "Buyers need fan intelligence that actively guides decisions from planning through measurement, not static reports after the fact. WPP Media will now be able to give brands precise audience targeting and clear, outcome-driven measurement so every dollar works harder," he added. Shares of Genius Sports ( GENI ) are down more than 40% on a year-to-date basis amid general risk-off trading by investors. More on Genius Sports Genius Sports Limited (GENI) ...

(RTTNews) - Canadian shares are likely to open on a mixed note Wednesday morning, tracking commodity prices. The focus will also be on some key earnings updates from major U.S. companies. Optimism about more interest rate cuts by central banks, including the Federal Reserve and the Bank of Canada may help underpin sentiment. Markets currently see a 95% chance of a 25-bps rate cut from the Fed next month, after an aggressive 50-bps cut in September. On the Canadian economic front, data on Canadian housing starts is due at 8:15 AM ET. Manufacturing sales data for the month of August, and new motor vehicle sales data for the month of August, are due at 8:30 AM ET. In corporate news, Lithium Americas Corp (LAC.TO) shares will be in focus after the company said that it will form a joint venture with General Motors Holdings to focus on advancing the Thacker Pass project in Nevada. Corus Entertainment (CJR.B.TO) announced late Tuesday that it is continuing to negotiate with RBC Capital Markets, TD Securities and other members of the bank group as the company seeks an amendment to its credit agreement so as to strengthen its balance sheet and manage liabilities. The Canadian market ended weak on Tuesday due to heavy selling in the energy sector as oil prices fell amid easing fears of a supply disruptions after reports said Israel will not strike Iranian oil and nuclear sites. Soft Canadian inflation data helped limit the market's downside. The benchmark S&P/TSX Composite Index ended down 32.09 points or 0.13% at 24,439.08. The index, which dropped to 24,357.87 recovered to 24,479.22 before paring gains. Asian stocks ended weak on Wednesday due to lingering Middle East tensions, shifting U.S. rate cut expectations and reports suggesting that the U.S. is mulling a cap on export licenses for AI chips to specific countries. Chipmaker shares led regional losses after Europe's biggest tech firm ASML, whose customers include TSMC, Samsung and SK Hynix, warned of weak semiconductor...

Incyte周二公布的年度销售额预期低于华尔街预估，其主要增长动力Opzelura药物预计表现不佳，这加剧了外界对这家制药商能否抵消其最畅销药物Jakafi即将到来的专利到期影响的担忧。 这家总部位于特拉华州威尔明顿的公司，股价在盘前交易中下跌超过4%。 根据路孚特（LSEG）数据，Incyte预计2026年营收在47.7亿至49.4亿美元之间，远低于分析师平均预估的55.2亿美元。 这一疲软预期凸显了Opzelura面临的压力。随着核心药物Jakafi在2028年专利到期，Incyte原本寄望这款皮肤病治疗药物支撑未来增长。 公司预计Opzelura在2026年实现营收7.5亿至7.9亿美元，低于分析师预估的8.015亿美元。 尽管第四季度表现强劲——Opzelura销售额大涨28%至2.073亿美元，高于预期的1.956亿美元——但公司仍给出了谨慎展望。 蒙特利尔银行 （BMO）分析师Evan Seigerman表示：“Opzelura的预期偏弱，意味着2026年仍有不少工作要做。”投资者正密切关注，在Jakafi专利到期后，这款增长型药物能否填补收入缺口。 Opzelura用于治疗12岁及以上患者的白癜风和特应性皮炎。公司预计今年下半年将获得监管审批结果，计划2026年底在美国以外市场推出其中重度特应性皮炎适应症。 Jakafi是Incyte用于治疗骨髓纤维化、真性红细胞增多症等血液癌症的旗舰药物，目前仍是公司最畅销产品。Incyte预计2026年Jakafi销售额为32.2亿至32.7亿美元，高于分析师预估的30.9亿美元。 第四季度Jakafi销售额增长7%至8.282亿美元，超出市场预期。 在截至12月31日的季度中，Incyte调整后每股收益为1.80美元，低于分析师预估的1.93美元。 受1亿美元里程碑付款推动，总营收达15.1亿美元，高于预期的13.5亿美元。 责任编辑：李肇孚

格隆汇2月10日｜近日，一汽解放与沙特汽车经销商正式签署战略经销商合作协议，同步签署首批500台车辆合作备忘录（MOU），双方将携手推动高品质商用车产品与服务在沙特及周边市场深度落地。签约仪式上，双方负责人围绕沙特及中东地区商用车发展趋势、客户需求结构以及产业升级方向进行了深入交流。

Masco ( MAS ) declares $0.32/share quarterly dividend , 3.2% increase from prior dividend of $0.31. Forward yield 1.79% Payable March 9; for shareholders of record Feb. 20; ex-div Feb. 20. See MAS Dividend Scorecard, Yield Chart, & Dividend Growth. More on Masco Masco Corporation's Upgrade Has Been Justifiably Delayed Masco: Faucets And Paint Can Drive A Strong Annual Return Masco Corporation (MAS) Presents at Baird 55th Annual Global Industrial Conference Transcript Masco Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Masco

Keir Starmer is now the only person to have lost more comms chiefs than Meghan and Harry. After yet another day of drama, we kept hearing that the prime minister would be pressing the reset button. Not again! Starmer’s reset button is like the OK button on your TV remote – worn blank through overuse. He has pressed that thing more often than you’ve decided another 44 minutes of a crap thriller is somehow less of an effort than getting yourself to bed. Anyway, next episode in five, four, three … Fine. One more. The inciting incident for yesterday’s deranged chapter was another comms chief leaving, followed by an objectively hilarious call for Starmer’s resignation by the Scottish Labour leader, Anas Sarwar, that accidentally forced Labour’s big guns to swing publicly behind Starmer. That said, you couldn’t claim the cabinet came off as one big happy family, with a minister briefing darkly: “We’ve all been made to tweet.” Buck up, Cruz. Think of Sarwar as the Labour family’s Brooklyn Beckham, the latter having notably observed last month that “Family ‘love’ is decided by how much you post on social media”. Anyway, having seen off Sarwar’s desiccated power move, Starmer supposedly crushed it at Monday evening’s gathering of the parliamentary Labour party. Entering the meeting room, the PM is reported to have got a standing ovation that lasted 37 seconds. But don’t set too much store by a standing ovation. At the Cannes film festival, you can get double that even for a documentary claiming that every single Cannes film festival attender is a necrophiliac bestialist. A fired-up Starmer apparently told his parliamentary colleagues: “I have won every fight I’ve ever been in.” The prime minister is now seeking a match-up with either Jake Paul or Tommy Fury. He can butch it up all he likes, but the Peter Mandelson revelations have exposed Starmer as an alleged fallen nice guy and dubious ally to women. He’s kind of the Justin Baldoni of Westminster. Who’s the Blake Lively in...

quantic69/iStock via Getty Images By Anthony Goh, Senior Investment Research Analyst @ Khaveen Investments In our previous analysis of Dell ( DELL ), we analyzed the company’s segments and explained that the decline in its revenue is due to market weakness in the PC and server segments, but emphasized the significance of AI servers, AI storage, and AI PCs as key drivers for Dell’s future growth. Since then, the company’s revenue growth performance has been fairly in line with our previous forecast on a total company basis, with 11.1% growth in 2024 (vs our forecast of 10.2%) and 14.5% in Q3 2025 YTD (vs 15.6%), but its main segment performances show a large contrast between actual growth and our past forecasts. Company Data, Khaveen Investments Over the past 2 years, Dell's revenue growth has been mainly driven by robust server growth under its ISG segment, which greatly surpassed our growth expectations. Whereas its PC revenue performance has been disappointing despite its foray into AI PCs and greatly underperformed our previous forecast. In this analysis, we thus look into the reasons for the outperformance of its server revenue growth compared with our previous expectations and why its PC revenues stagnated despite its AI PC introductions. We analyze its revenue performance broken down into various metrics like unit shipments and pricing, as well as a comparison with overall market trends, and determine the forward outlook for its PC and server businesses. We also examine the dynamics of how AI continues to be a growth driver for the company, but mainly in the server business. Dell PC Segment Analysis For this section, we focus on Dell’s PC segment, which has greatly underperformed our previous projections. To identify and analyze the factors behind this, we compiled the table below using our previous projection factors, such as PC market shipments and Dell’s PC shipments, and compared them with the actual metrics. We also derived Dell’s ASP trend for further an...

华天科技（002185）公告，公司拟以发行股份及支付现金的方式购买华天电子集团、西安后羿投资、芯天钰铂等27名交易对方合计持有的华羿微电（688029）100%股份。交易价格为29.96亿元。同时，上市公司拟向不超过35名特定投资者发行股份募集配套资金。本次交易支付的股份对价拟分两期发行，其中向除华天电子集团外的其他选择股份对价的交易对方一次性发行股份，对于华天电子集团，上市公司分两期向其发行股份。

Bitdeer ( BTDR ) mined 668 BTC in January 2026, up ~430% year over year, with self-mining hashrate reaching 63.2 EH/s. Total proprietary deployed hash rate expanded to 65.1 EH/s, with total hash rate under management at 78.1 EH/s, compared with 22.4 EH/s in January 2025. The company deployed 314,000 mining rigs globally, including 232,000 self-owned and 82,000 hosted rigs. Total bitcoin held decreased to 1,530 BTC from 2,017 BTC in December 2025, reflecting ongoing capital allocation strategies. More on Bitdeer Technologies Bitdeer: Markets Are Pricing A Miner, But Full-Stack Compute Ahead Bitdeer Earnings: Carried By Self-Mining Amid Lofty AI Goals These crypto-tied stocks are rallying YTD even as bitcoin, ether dive Micron Technology tops Seeking Alpha's tech quant picks ahead of Q4 earnings Seeking Alpha’s Quant Rating on Bitdeer Technologies

Police said he claimed the amphetamine was his to use for weight loss and chronic fatigue, and that he had been growing the cannabis under duress and threats from unnamed others and that he had not benefited financially.

GCM Grosvenor ( GCMG ) declares $0.12/share quarterly dividend , in line with previous. Forward yield 4.85% Payable March 16; for shareholders of record March 2; ex-div March 2. See GCMG Dividend Scorecard, Yield Chart, & Dividend Growth. More on GCM Grosvenor GCM Grosvenor: Private Markets Seem To Be Thawing GCM Grosvenor Inc. 2025 Q3 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on GCM Grosvenor Historical earnings data for GCM Grosvenor Dividend scorecard for GCM Grosvenor

铿腾电子 周二推出了一款虚拟人工智能智能体，旨在帮助英伟达等企业加速复杂的计算机芯片设计流程。 铿腾电子销售用于设计包含数百亿晶体管的复杂芯片的核心工具。在这些芯片成为实体硅片之前，工程师需要使用类代码语言来描述电路。 这款新工具解决了行业内的一大瓶颈。芯片设计属于高度劳动密集型工作，成本高昂，工程团队甚至会将多达70%的时间用于编写和测试代码。分析师表示，由人工智能驱动的效率提升，对于美国保持其技术领先优势至关重要。 周二，铿腾电子推出了一款名为ChipStack AI超级智能体的工具。该智能体能够分析芯片设计，构建芯片预期工作方式的“思维模型”，然后调用铿腾的各类工具对设计进行测试并修复漏洞。 铿腾电子研发副总裁兼总经理Paul Cunningham表示：“从现在到本世纪末，我们将实现转型——从一家大家印象中授权销售新工具的公司，转变为一家提供虚拟工程师租赁服务的公司。” 铿腾称，该智能体能将部分任务速度提升10倍，目前已在英伟达、Altera以及芯片初创公司Tenstorrent等企业中进行早期应用。 责任编辑：李肇孚

valiantsin suprunovich/iStock via Getty Images The S&P 500 has sustained a mostly orderly, upward trend since the end of 2023. That's a really strange thing to consider because the index nearly saw order within the market breakdown in early 2025. The first leg down toward chaos came when the unveiling of China's DeepSeek AI system on 19 February 2025 deflated whatever bubble had been forming among U.S. tech companies in response to the potential for artificial intelligence technologies. It took a month for the overall index to show signs of stabilization. The DeepSeek shock was followed by President Trump's 2 April 2025 "Liberation Day" global tariff announcement, which sent the index stocks plunging by a similar amount. Had it lasted longer, the one-two punch of these two hugely negative shocks would have broken the state of relative order that had become well established going into mid-February 2025. But order didn't break down, as the shocks proved to just be short-lived outliers. The S&P 500 recovered from the shocks and has since continued to grow, which you can see in the following chart . Through Friday, 6 February 2026, we find that period of order has real staying power, despite the stock market's day-to-day volatility. Original Post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.