Key Points Despite Thiel co-founding Palantir, the stock isn't in his hedge fund's portfolio. Neither is Nvidia, as of the end of Q3. However, Thiel's hedge fund still owns Tesla and initiated new positions in Microsoft and Apple. The billionaire probably likes Microsoft's focus on building products that integrate AI and Apple's huge install base. 10 stocks we like better than Apple › Who are the most tech-savvy investors around? There are several contenders. However, I suspect that many people would name Peter Thiel. He co-founded PayPal (NASDAQ: PYPL) and was the first outside investor in Facebook (now Meta Platforms (NASDAQ: META)). Thiel also co-founded Palantir Technologies (NASDAQ: PLTR). You might think that Thiel, whose net worth is currently around $24.6 billion, would have a portfolio loaded with artificial intelligence (AI) stocks such as Nvidia (NASDAQ: NVDA) and Palantir. However, the billionaire's hedge fund owns only three AI stocks -- and neither Nvidia nor Palantir are on the list. 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 » 1. Tesla Thiel slashed his hedge fund's Tesla (NASDAQ: TSLA) position by 76% in the third quarter of 2025. However, the electric car stock remained the largest holding in his portfolio. What does Thiel like about Tesla? Comments he made in a 2015 interview might be instructive. Thiel stated on Tyler Cohen's "Conversations with Tyler" podcast, "AI feels slightly overhyped." He added, "But if you've got self-driving cars, that would be a significant innovation which would change a decent amount at the margins." Tesla, of course, has been a pioneer in self-driving car technology for years. The company has more real-world miles of autonomous driving data than anyone else, which could give it a significant competitive advantage over the long run. But why did Thiel sell such a big chunk of his Tesla stock in Q3...

Ethereum is leading the development of a new set of standards for the use of AI in crypto. Ethereum (ETH 3.46%) might be on the verge of making major inroads into being a provider of artificial intelligence (AI) agent infrastructure in crypto. If it succeeds, it would likely see a lot more demand for its coin, and a lot more automated activity on its chain, both of which would boost its price. But what exactly is in the works here, and does it actually count as a reason to buy the coin as aggressively as some of the evangelists are saying? What's actually happening In the tech world, if an organization can define certain coding practices as the standard for implementing a feature on one of its platforms, it's effectively able to shape the entire ecosystem. Aside from training developers to work on your platform, thereby expanding your talent pool, setting a standard is a prime way to demonstrate technical leadership and build prestige. And that's exactly what Ethereum is angling to do with its new ERC-8004 standard, which is intended to guide the development of AI agents that operate on its chain and others. Technically speaking, ERC-8004 is a draft Ethereum Request for Comment (ERC) that defines three new data registries for AI agents: one for identity, one for reputation, and one for validation. It also specifies an off-chain file where an agent can report its metadata, as well as a way for third parties to submit feedback that smart contracts can then read. Expand CRYPTO : ETH Ethereum Today's Change ( -3.46 %) $ -72.49 Current Price $ 2021.53 Key Data Points Market Cap $244B Day's Range $ 2016.40 - $ 2136.13 52wk Range $ 1398.62 - $ 4946.05 Volume 21B Basically, ERC-8004 is a new standard that defines an ID system and review framework for AI agents. That framework calls for gathering data on each AI agent's name, skills, and track record for completing its assigned tasks. The strategic vision here is that once AI agents can discover each other on the blockchain ...

奥普特公告，公司拟向不特定对象发行可转换公司债券募集资金不超过人民币13.8亿元，扣除发行费用后的募集资金净额拟用于工业3D视觉传感器及智能硬件扩产建设项目、AI智能视觉解决方案系统研发项目、工业级机器人核心零部件及视觉系统研发产业化项目以及补充流动资金项目。

Source: Bloomberg, 6:49

格隆汇2月9日｜从交通运输部获悉，今天（9日）全社会跨区域人员流动量预计超2.3亿人次，环比增长3.4%。今天，全国公路人员流动量预计为2.18亿人次，综合运输春运工作专班提示，今天夜间，贵州、湖南、湖北等地高海拔山区有冻雨，驾乘人员要及时关注路况信息，尽量避开积雪、结冰路段。

文章提及标的 原油 -- 美原油 -- WTI原油站上63美元/桶，日内涨0.03%。

格隆汇2月9日｜中航光电(002179.SZ)公告称，中航光电发布2025年度业绩快报，营业总收入为213.01亿元，同比增长2.98%；归属于上市公司股东的净利润21.24亿元，同比下降36.69%。

TotalEnergies ( TTE ) has signed two new long-term power purchase agreements to deliver 1 GW of solar capacity – equivalent to 28 TWh of renewable electricity over 15 years – to supply Google’s ( GOOG ) ( GOOGL ) data centers in Texas. The power will be generated from TotalEnergies-owned sites currently under development in Texas: Wichita (805 MWp) and Mustang Creek (195 MWp), with construction scheduled to begin in Q2 2026. TotalEnergies ( TTE ) has a gross capacity portfolio of 10 GW of onshore solar, wind and battery storage assets in operation in the United States, including 400 MW in the PJM market in the Northeast of the country and 5 GW in the ERCOT market in Texas. More on TotalEnergies SE, Alphabet Alphabet Is Back, But Elevated AI CapEx Risks Are Also Worrying Why Alphabet Will Likely Leapfrog Nvidia To Become World's Most Valuable Company Alphabet: The Earnings Pullback Isn't A Buy Signal (Rating Downgrade) Czech prime minister backs social media ban for kids under 15 Will exorbitant capex continue to affect tech stocks’ performance?

For Immediate Release Chicago, IL – February 9, 2026 – Zacks Value Investor is a podcast hosted weekly by Zacks Stock Strategist Tracey Ryniec. Every week, Tracey will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life. To listen to the podcast, click here: https://www.zacks.com/stock/news/2838902/software-stocks-sell-off-are-they-deals-or-traps Software Stocks Sell Off: Are They Deals or Traps? Welcome to Episode #429 of the Value Investor Podcast. (0:30) - Are There Any Good Value Investments Within The Software Industry? (4:30) - Top Stock Picks To Keep On Your Radar Right Now (23:00) - Episode Roundup: NOW, APP, PLTR, PYPL, EXPE Podcast@Zacks.com Every week, Tracey Ryniec, the editor of Zacks Value Investor portfolio, shares some of her top value investing tips and stock picks. The software stocks have been weak in 2026 on fears that AI could impact their business models. This week, the softness extended beyond companies like Salesforce and Adobe to fintech companies and even the online travel agencies. All software or Internet-based companies seemed at risk from AI. Investors didn’t try and make sense out of it, they just sold. A Deal or a Trap? Tracey looked at five software and Internet stocks that have plunged to see if they are deals or traps. Some are not true value stocks, but they have gotten cheaper thanks to big sell offs. These are growth stocks, but they may be attractive to value investors. Others have true value fundamentals such as low price-to-earnings (P/E) ratios. Remember, a trap is usually a company that is not growing earnings year-over-year. You think you’re buying a “cheap” stock because it’s down 20% from its highs, but you’re probably still overpaying for falling earnings. Software Stocks Sell-Off: Are They Deals or Traps? Some of these companies are Internet based and not software companies, but they’ve been lumped in together this week, so Tracey lumped them in for this po...

騰訊控股(00700)出現大手賣出1.72萬股，成交價$560.0，涉資963.2萬 AASTOCKS.com

QatarEnergy is pushing the start of its multibillion-dollar liquefied natural gas expansion project to as late as the end of the year, a move that’s likely to keep global markets tighter for longer. The company recently told stakeholders and buyers that production from the North Field East facility will begin only in the fourth quarter, a slight delay from earlier plans for the third quarter, according to people with knowledge of the matter, who asked not to be identified because the timelines are not public. The project could even slip into 2027, one of the people said. QatarEnergy didn’t immediately respond to a request for comment. Qatar’s project is part of a record wave of new supply set to flood the market through the rest of the decade. However, projects delays around the world — coupled with Europe’s move to replace Russian gas with LNG — keep pushing back the emergence of a glut. Read More: Qatar in Deal to Sell LNG for 27 Years to Japan’s Jera ConocoPhillips, a stakeholder in the project, said last week that the expansion is set to start in the second half of this year. North Field East is the first phase of Qatar’s massive expansion, which will almost double its export capacity to 142 million tons by 2030. The reason for the delay isn’t immediately clear, according to the people. However, it is normal for these types of massive developments to be delayed by months as start-up nears in order to iron out engineering issues. QatarEnergy’s Golden Pass export plant in the US was pushed back due in part to its lead contractor Zachry Holdings Inc. declaring bankruptcy. LNG projects have been grappling with supply chain bottlenecks and cost inflation for years.

(RTTNews) - Indian shares rose notably on Monday after the United States and India unveiled an interim framework designed to reduce tariffs, redefine energy partnerships, and enhance economic collaboration. Firm cues from global markets, a weaker dollar in international markets, falling oil prices on easing U.S.-Iran tensions and robust earnings from State Bank of India also boosted investor sentiment. Buying was seen across banks, metals, PSU banks, realty, and consumption-linked sectors while IT stocks underperformed due to ongoing rotation into economically sensitive shares. The benchmark BSE Sensex jumped 485.35 points, or 0.58 percent, to 84,065.75 while the broader NSE Nifty index closed up 173.60 points, or 0.68 percent, at 25,867.30. The BSE mid-cap and small-cap indexes rallied 1.7 percent and 2.5 percent, respectively. The market breadth was strong on the BSE, with 3,105 shares rising while 1,257 shares declined and 165 shares closed unchanged. Among the top gainers, state-run bank SBI soared 7.5 percent after reporting a 24 percent year-on-year increase in its standalone net profit for the third quarter ended December. BEL, Eternal, UltraTech Cement, Tata Steel and Titan Company shares climbed 2-3 percent. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

格隆汇2月9日｜据“北京发布”消息，丙午马年春节即将到来，北京市启动“骏马贺新春 京彩中国年”2026年新春惠民观影活动，投入近3000万元新春惠民观影补贴，覆盖全市300余家影院。

高盛 集团交易部门表示，美股在上周五反弹、几乎收复本周中段重挫的跌幅后，本周还将遭遇趋势跟踪算法基金的进一步抛售。 标普 500 指数已跌破触发商品交易顾问机构（CTA）抛售股票的短期关键点位。高盛预计，这类不关注基本面、仅追随市场走势的系统化交易策略，无论本周市场走向如何，都将持续成为净卖出方。 高盛测算，若美股本周再度下跌，或将触发约 330 亿美元的抛售。该行数据显示，若抛压持续、标普 500 指数跌破 6707 点，未来一个月还可能引发高达 800 亿美元的额外系统化抛售。即便市场横盘整理，商品交易顾问机构本周预计也会减持约 154 亿美元美股；就算美股上涨，这类基金的减持规模仍将达约 87 亿美元。 上周投资者的市场焦虑情绪升至高位。高盛编制的恐慌指数 —— 综合了标普 500 指数一个月隐含波动率、波动率指数（VIX）、标普 500 指数一个月看跌 / 看涨期权偏度及波动率期限结构斜率等指标 —— 最新报 9.22。这一数值表明，市场在上周四已逼近 “极度恐慌” 状态。 标普 500 指数上周五大涨 2%，创下 5 月以来最大单日涨幅，为波动剧烈的一周画上句号。本周初，因人工智能企业 Anthropic 推出全新 AI 自动化工具，投资者重新评估行业颠覆风险，软件、金融服务及资产管理板块市值蒸发数十亿美元，标普 500 与 纳斯达克 100 指数均应声重挫，此番反弹正是在此背景下出现。纽约时间当晚 8 点 27 分，标普 500 指数期货上涨 0.2%。 上周五，高盛客户最频繁问及的问题均围绕系统化交易策略的仓位布局，凸显出市场对资金流向研判的迫切需求。 除了商品交易顾问机构的抛售，市场流动性低迷叠加 “伽马空头” 仓位，将令美股维持震荡格局。做市商为平衡仓位，会在市场上涨时跟风买入、下跌时跟风抛售，这一行为或放大市场双向波动幅度。 标普 500 指数的最优买卖盘流动性 —— 即最优买价和最低卖价上的挂单成交量 —— 已大幅萎缩，从今年以来约 1370 万美元的均值降至约 410 万美元。 高盛交易团队（包括盖尔・哈菲夫、李・科珀史密斯在内）上周五在给客户的报告中写道：“风险无法快速转移，不仅会导致日内市场波动加剧，还会延缓整体价格走势的企稳进程。” 期权做市商的仓位结构变化也可能放大市场波动。此前做市商处于 “伽马多头” 区间，这一状态曾压制标普 50...

财联社2月9日讯（编辑 冯轶） 据Wind数据显示，南向资金今日成交约1004.32亿港元，较前一日放量约120亿；约占今日恒指成交总额的39.37%，占比持续低于四成。 今日港股大市回暖走强，但南向资金逆市净流出约18.87亿港元，结束此前连续7个交易日的流入趋势。其中，沪港股通净流出约16.44亿港元，而深港股通净流出约2.42亿港元。 此外，盈富基金(02800.HK)、恒生中国企业(02828.HK)两大ETF分别遭净卖出45.54亿、10亿港元。资金短线风格偏向“高抛低吸”。 个股方面，交易所数据显示，今日南向资金 大幅净买入：腾讯控股(0700.HK)18亿港元；长飞光纤光缆(06869.HK)1.69亿港元；中芯国际(00981.HK)1.48亿港元。 大幅净流出：快手-W(01024.HK)5.67亿港元；中国移动(00941.HK)2亿港元。 投资要点 腾讯控股今日涨2.28%，资金前5日加仓913万股，短线加速流入。 长飞光纤光缆今日涨15.31%，资金前5日加仓143万股，短线重新流入。 中芯国际今日涨4.07%，资金前5日加仓万股，短线仍以流出为主。 快手-W今日跌2.74%，资金前5日减持802万股，短线以流出为主。 中国移动今日跌2.12%，资金前5日加仓585万股，短线以流入为主。 注：由于港交所T+2结算，实际为截至两日前的近5个交易日数据

In this article NWG-GB Follow your favorite stocks CREATE FREE ACCOUNT NatWest's shares fell nearly 5% in early market moves on Monday after the company announced a £2.7 billion ($3.7 billion) deal to acquire one of the U.K.'s largest wealth managers, Evelyn Partners. The deal will see NatWest double its total assets under management to £127 billion, up from £59 billion, the British bank said in a press release Monday. NatWest is looking to boost its wealth management services as fee-based businesses can help counter a decline in interest income from falling central bank rates. Europe's banking sector thrived in 2025 , as stronger organic growth left many lenders flush with excess capital — fueling expectations of increased M&A in 2026. Shares were last seen down 4.8%, with the stock up just 1.2% so far this year after gaining 62% in 2025. Stock Chart Icon Stock chart icon NatWest shares year-to-date "This transaction creates the UK's leading Private Banking and Wealth Management business, delivering the scale and capabilities needed to succeed in a market with significant growth potential," NatWest Group's CEO Paul Thwaite said in the release. Paul Geddes, CEO of Evelyn Partners, added that the deal marks an "exciting new chapter" for the wealth manager. NatWest is reported to have outbid rival bank Barclays in recent days for the merger, according to Sky News . Evelyn Partners, previously known as Tilney Smith & Williamson, offers services from financial planning, discretionary investment management, and its direct-to-consumer platform, BestInvest. It's currently owned by private equity firms Permira and Warburg Pincus. The deal, which is expected to close by this summer and is still subject to customary regulatory approvals, will be funded from NatWest's existing resources, reducing its core capital by 1.3%. NatWest is due to publish its fourth-quarter results and provide a strategic update on Friday.

日本國會眾議院選舉，自民黨大勝，獨佔超過三分之二的議席。日本國會是當地最高權力及唯一立法機關，由參眾兩院組成，當中眾議院的權力較參議院大，因此稱為「眾議院優越制」。 日本參議院總共有248席，候選人須為30歲以上，任期為6年，每3年改選半數議員。眾議院總共有465席，候選人年齡資格為25歲以上，門檻較參議院低，任期為4年。無論在議決法案、首相指名，還是會期決定等，眾議院的權力都較參議院大，當兩院意見不一致時，以眾議院的決議為主。 眾議院還有一個參議院沒有的制度，就是內閣可決定提前解散議院，透過提前大選接受民意考驗。由於眾議院經常解散，而且較年輕的民眾亦能參選，因此被認為更能廣泛與快速地反映當下民意。 點擊重溫其他集數

Key Points Artificial intelligence (AI) is, arguably, the most consequential technological leap forward since the advent of the internet -- and Palantir is taking full advantage. Palantir's two core operating platforms -- Gotham and Foundry -- lack large-scale competition. Despite well-defined competitive advantages, Palantir faces two historical headwinds that point to significant downside to come. 10 stocks we like better than Palantir Technologies › Over the last three years, no trend has garnered investors' attention and capital quite like artificial intelligence (AI). Empowering software and systems with the tools to make split-second decisions without the need for human oversight is a multitrillion-dollar global opportunity that can benefit humanity and corporate America. Although AI hardware providers tend to hog all the glory -- here's looking at you, Nvidia -- a strong argument can be made that artificial intelligence application companies like Palantir Technologies (NASDAQ: PLTR) have climbed to the top of the pedestal. Since the beginning of 2023, Palantir stock has rallied more than 1,900% and tacked on north of $300 billion in market value. 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 » But not even Wall Street's most influential stocks in the market's hottest trend can escape headwinds. Since hitting its all-time closing high in early November, shares of Palantir have cratered 37%, as of the closing bell on Feb. 5. While some growth-seeking investors will view this as a can't-miss buying opportunity, history offers a different perspective. Palantir's sustainable moat has catapulted its valuation into the stratosphere Make no mistake: Palantir is a rock-solid company that's soared thanks to its sustainable competitive edge. Palantir has two core AI- and machine-learning-driven software-as-a-service (SaaS) platforms, Gotham and Found...

Historical precedent suggests the drop in one of Wall Street's most influential artificial intelligence (AI) stocks is just getting started. Over the last three years, no trend has garnered investors' attention and capital quite like artificial intelligence (AI). Empowering software and systems with the tools to make split-second decisions without the need for human oversight is a multitrillion-dollar global opportunity that can benefit humanity and corporate America. Although AI hardware providers tend to hog all the glory -- here's looking at you, Nvidia -- a strong argument can be made that artificial intelligence application companies like Palantir Technologies (PLTR +4.79%) have climbed to the top of the pedestal. Since the beginning of 2023, Palantir stock has rallied more than 1,900% and tacked on north of $300 billion in market value. But not even Wall Street's most influential stocks in the market's hottest trend can escape headwinds. Since hitting its all-time closing high in early November, shares of Palantir have cratered 37%, as of the closing bell on Feb. 5. While some growth-seeking investors will view this as a can't-miss buying opportunity, history offers a different perspective. Palantir's sustainable moat has catapulted its valuation into the stratosphere Make no mistake: Palantir is a rock-solid company that's soared thanks to its sustainable competitive edge. Palantir has two core AI- and machine-learning-driven software-as-a-service (SaaS) platforms, Gotham and Foundry. What makes these platforms special, aside from the fact that they helped Palantir reach profitability well ahead of Wall Street's consensus forecast, is that they're free of large-scale competition. Since no other company can offer the array of services Palantir provides, it doesn't have to worry about its customers or operating cash flow being siphoned away. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( 4.79 %) $ 6.23 Current Price $ 136.24 Key Data Points Market ...

丙午马年春节即将到来，北京市启动“骏马贺新春京彩中国年”2026年新春惠民观影活动，投入近3000万元新春惠民观影补贴，覆盖全市300余家影院。(北京发布) 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。

厦门钨业公告，公司与北京尚达信投资有限公司签署《关于九江大地矿业开发有限公司39%股权转让的股权转让意向协议》，尚达信拟向公司转让其持有的九江大地矿业开发有限公司39%股权。公司有意向收购该股权并支付意向金2800万元。本次签署的《股权转让意向协议》系各方合作意愿的框架性、意向性约定，各方尚未签署正式的股权转让协议，本次交易能否正式达成尚存在不确定性。

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捷克总理安德烈·巴比什2月8日表示，他支持禁止15岁以下儿童使用社交媒体。他认为使用社交媒体对儿童有伤害，必须保护孩子。当天晚些时候，捷克政府第一副总理哈维列克在电视访谈节目中说，捷克政府正在认真考虑推出未成年人社交媒体禁令，如果决定实施，今年将提出相关立法。（CCTV国际时讯）

Speculation over the future of Prime Minister Keir Starmer is adding to pressure on the pound and gilts, but the market reaction is relatively muted in context, with monetary policy divergence with the EU also playing a part. Morwenna Coniam speaks to Bloomberg's Opening Trade anchors about the lack of clarity and what it means for UK assets. (Source: Bloomberg)

Palm oil may drop below 4,000 ringgit ($1,017) a ton by April as it competes with a flood of South American soy oil in price-sensitive markets like India, according to veteran trader, Dorab Mistry. Palm will have to become cheaper to attract demand, especially from India, Mistry, a director at Godrej International Ltd. said in an interview on Monday. Rival oils, palm and soy, have been locked in a price duel in recent months. That’s prompted buyers to switch cargoes as spreads and supplies fluctuate. Palm is usually the cheapest edible oil and the default choice for India’s refiners and food makers, but that advantage has eroded at times, sending buyers toward South American soy oil when the gap narrows. “Since last year, everything has turned upside down,” Mistry said, referring to the change in purchasing patterns and trade flows of vegetable oils. Competition between palm and soy oil will intensify in the coming months as India now sources soybean oil from at least 10 countries, up from just three previously, he said. Read More: Soy Oil Rallies as India Agrees to Cut Duties on US Supplies India is the world’s biggest importer of palm, soybean and sunflower oil, buying around 16 million tons in total annually, mostly from producers in Southeast Asia and South America. The country will likely import more palm and soy oil this marketing year, to replace sunflower oil whose prices have spiked, Mistry said. Palm imports are seen at about 9 million tons, while soy oil will be about 5.5 million tons, he said. Meanwhile, production of palm oil in the world’s biggest grower, Indonesia, will likely be flat in 2026 around 50 million tons, due to the ongoing government seizures of plantation land, Mistry said. The Indonesian government’s crackdown on malfeasance in the plantation and other resource sectors has spooked investors, curbed investment into fields and fertilizers, and prompted some farmers to stop work, he said. “The plan to seize another 5 million hectares in 202...

文章提及标的 中航光电 -- 周期 -- 中航光电（002179）发布业绩快报，2025年度公司实现营业总收入213.01亿元，同比增长2.98%；净利润为21.24亿元，同比下降36.69%。2025年面对复杂多变的外部环境和行业周期（883436）性波动，公司经营顶压前行，全年实现营业收入213.01亿元，总体保持稳定增长；实现利润总额、归母净利润26.64亿元、21.24亿元，同比下降29.24%、36.69%。

Rouzes/iStock via Getty Images Czech Prime Minister Andrej Babiš said he is in favor of a social media ban for children under the age of 15, as European countries increasingly consider such restrictions. "I am in favor because the experts I know say that it is terribly harmful to children," Babis said in a video message. "We must protect our children." Karel Havlíček, first deputy prime minister of the Czech Republic, told local channel CNN Prima News that the government is seriously considering a social media ban for children under 15. He added that if it decides to go ahead with the ban, legislation would be proposed this year. Governments around the world are looking into restricting children's access to social media due to negative effects on mental health, with Australia being the first country to enact an under-16 ban . Spain, Greece and Denmark have proposed banning children from using social media, while the UK government launched consultations on a similar ban. In France, the lower house of parliament passed a bill banning social media for children under 15. The legislation will now head to the upper house. More on social media Türkiye inches closer towards curbing social media access to minors France’s National Assembly OKs social media ban for under-15s UK lawmakers back under-16 social media ban, piling pressure on Starmer New York to require mental health warning labels on social media platforms

European Union Competition Commissioner Teresa Ribera discusses the EU's warning given to Meta Platforms Inc. over policies that block the use of rival Artificial Intelligence assistants on WhatsApp, raising the possibility of further tensions with the Trump administration over the regulation of US tech companies. Speaking on Bloomberg Television, Ribera also comments on Google's ad tech business and Netflix and Paramount's battle over Warner Bros. Discovery.

Microsoft's bid to release next-generation Xbox hardware in 2027 represents a "best case scenario," a fresh report has claimed, with the company not yet fully committed to a launch next year. Now, a new report by Windows Central has stated that Microsoft itself was a "little taken off-guard" by the commentary from Su, as it is still to fully commit to a 2027 launch of new Xbox consoles internally. "From a product standpoint, Valve is on-track to begin shipping its AMD-powered Steam Machine early this year, and development of Microsoft's next-gen Xbox featuring an AMD semi-custom SoC is progressing well to support a launch in 2027," Su said during AMD's latest financial results briefing. (Here, SoC means 'system-on-a-chip' — the integrated circuit that essentially houses most of a computer's components.) But while that may sound nailed on, Windows Central's report now states that Microsoft's console division is still waiting on further improvements to Windows 11, on which the next generation Xbox's operating system will be based, before fully planning a launch in 2027. As such, next year remains a "best case scenario" — but only if a polished experience is possible at that time. Back in 2024, Xbox president Sarah Bond said Microsoft was "moving full speed ahead on our next generation hardware, focused on delivering the biggest technological leap ever in a generation." A year later, the company publicly confirmed its partnership with AMD on its next-generation Xbox project . Microsoft's next console is expected to allow players to run games from multiple storefronts as well as its own, similar to the Xbox ROG Ally handheld. Both Steam and Epic Game Store support seems likely, and in a new interview with Game File, the company's store boss Steve Allison said the Fortnite maker was keen to show up as soon as possible. "We definitely plan to be on the new hardware for Xbox, because, unless their policy or stance on it changes, [Microsoft] are telling us they're going to ...