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Qualcomm earnings day: Cantor trims QCOM target to $160 as handset worries return TechStock²

格隆汇2月4日丨闪迪跌近11%，西部数据跌超8%，美光科技跌超7%，希捷科技跌超5%。

Skyworks Solutions (SWKS) has executed well amid an uncertain smartphone backdrop, with results and Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

财联社2月4日讯（记者 沈娇娇 实习记者 林嘉豪） 今日晚间，百胜中国（09987.HK）发布截至2025年12月31日的第四季度及全年财报。在快餐这一餐饮赛道竞争日益白热化的情况下，百胜中国在报告期内保持较好增长。 具体来看，2025年，百胜中国总收入117.97亿美元，同比增长4%，经营利润12.9亿美元，同比增长11%。其中，第四季度经营利润1.87亿美元，同比增长25%。 对于餐饮公司来说，同店数据是最为重要的经营指标之一，公司在快速扩店和单店盈利质量之间需要保持动态平衡。目前来看，2025年百胜中国的同店表现较好，同店销售额连续三个季度保持增长，同店交易量已经连续12个季度增长。 报告期内，百胜中国持续拓店，其中加盟店占比持续提升。肯德基与必胜客的净新增门店中，加盟比例从2024年的25%提升至2025年的36%。 在财报电话会上，百胜中国首席财务官丁晓（Adrian Ding）表示有信心在2026年门店总数突破2万家。将继续深化在中国各地的布局，尤其是低线城市和战略点址，并采用多种店型形式。 分品牌来看，必胜客采取下沉式扩张。全年系统销售额同比增长4%，营业利润同比增长19%至1.83亿美元。增长主要由同比增长13%的同店交易量带动，不过客单价方面则同比下降11%。同时，必胜客全年净新增门店444家，门店总量达4168家。 肯德基2025年全年系统销售额同比增长5%，营业利润12.9亿美元，同比增长8%。门店方面，肯德基全年净新增1349家门店，门店总量达12997家。 值得一提的是，在发展核心业务的同时，肯德基通过创新模块拓展消费场景，试图在竞争更为激烈的“咖啡赛道”分一杯羹，财报显示，肯悦咖啡门店数量在2025年从约700家加速扩张至2200家。另外，百胜中国洞察到消费者对于健康餐饮的需求，以能量碗为主打的“肯律轻食（KPRO）”品牌在报告期内门店数量新增超200家。

MercadoLibre delivers e-commerce, fintech, and logistics solutions across Latin America, serving businesses and consumers at scale. C WorldWide Group Holding A/S bought increased its stake in MercadoLibre (MELI 1.74%), according to a February 04, 2026, SEC filing. What happened According to a filing with the Securities and Exchange Commission dated February 04, 2026, C WorldWide Group Holding A/S purchased 44,747 additional shares of MercadoLibre during the fourth quarter. The estimated transaction value, calculated using the average closing price for the quarter, is approximately $93.99 million. The fund's quarter-end position value in MercadoLibre increased by $87.34 million, a figure which includes both trading activity and stock price changes. What else to know This was a buy; the position now accounts for 1.88% of C WorldWide Group's reportable U.S. equity assets under management Top five holdings after the filing: NASDAQ: GOOGL: $496.35 million (8.7% of AUM) NASDAQ: MSFT: $416.40 million (7.3% of AUM) NASDAQ: AMZN: $411.73 million (7.2% of AUM) NYSE: V: $372.59 million (6.5% of AUM) NYSE: TMO: $369.94 million (6.5% of AUM) As of February 3, 2026, MercadoLibre shares were priced at $2,099.90 One-year total return: 10.0%; underperformed the S&P 500 by 5.40 percentage points over the same period Company overview Metric Value Price (as of market close 2/3/26) $2,099.90 Market Capitalization $106.46 billion Revenue (TTM) $26.19 billion Net Income (TTM) $2.08 billion Company snapshot Offers an integrated suite of e-commerce, fintech, logistics, classifieds, advertising, and digital storefront solutions across Latin America. Generates revenue primarily through transaction fees, payment processing, credit products, advertising, logistics services, and value-added marketplace offerings. Serves businesses, merchants, and individual consumers seeking online commerce, digital payments, credit, and related services in Latin American markets. MercadoLibre, Inc. is a leading...

If there’s one thing Microsoft’s recent earnings report made abundantly clear, it’s that investors have zero tolerance for stalling cloud growth, given billions being funneled into AI infrastructure. Naturally, therefore, all eyes are on Amazon Web Services as the tech behemoth warms up to report its fourth-quarter earnings on February 5th (after market close). While Amazon stock has held up relatively well in 2026, its continued ascent hinges on whether AWS can prove its recent reacceleration is sustainable. Heading into the quarterly print, AMZN shares are up nearly 10% versus their November low. Why beating consensus won’t be enough for Amazon stock For AMZN stock to rally post-earnings, meeting the “official” consensus may prove insufficient. While FactSet analysts are projecting revenue of $211.4 billion and earnings per share (EPS) of $1.97, the whispered “bogey” for AWS is much more aggressive. The market consensus for AWS growth currently sits at 21%, but top analysts from Deutsche Bank and UBS have signalled the real benchmark for the stock to break out is 23%. Beating 23% would signal Amazon is successfully converting its big artificial intelligence backlog into realised revenue – effectively silencing critics who labelled it an AI laggard last year. How to play AMZN shares heading into Q4 earnings According to UBS analyst Stephen Ju, while it may not be super convenient for AWS to beat the 23% mark, its long-term potential still warrants buying Amazon shares at current levels. The multinational remains committed to doubling its capacity by 2027, which Ju believes the market “hasn’t priced in yet.” Amazon’s recent landmark deals with OpenAI and Anthropic also made Jefferies’ senior analyst, Brent Thill, maintain a buy rating on AMZN this week. “AWS offers one of the clearest growth reacceleration narratives” that could push the company’s share price to $300 over the next 12 months, he told clients in a recent report. More broadly, enterprise sentiment is r...

(RTTNews) - Stock of GE HealthCare Technologies Inc. (GEHC) is moving up about 5 percent on Wednesday morning trading over announcement of fourth-quarter financial results, reporting total revenues of $5.698 billion compared to $5.319 billion in the previous year. The company's shares are currently trading at $83.39 on the Nasdaq, up 5.85 percent or $4.73. The stock opened at $79.07 and has climbed as high as $85.54 so far in today's session. Over the past year, it has traded in a range of $57.65 to $94.80. However, net income declined to $602 million compared to last year's $737 million. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The Peter Mandelson story - scandal, I think we can now say - has moved so fast over the past few days that it's hard to know where it will have gone by the time you read this, let alone the end of the week.

Investors in AtriCure Inc (Symbol: ATRC) saw new options begin trading this week, for the March 20th expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the ATRC options chain for the new March 20th contracts and identified one put and one call contract of particular interest. The put contract at the $35.00 strike price has a current bid of 10 cents. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $35.00, but will also collect the premium, putting the cost basis of the shares at $34.90 (before broker commissions). To an investor already interested in purchasing shares of ATRC, that could represent an attractive alternative to paying $37.18/share today. Because the $35.00 strike represents an approximate 6% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 67%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 0.29% return on the cash commitment, or 2.37% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for AtriCure Inc, and highlighting in green where the $35.00 strike is located relative to that history: Turning to the calls side of the option chain, the call contract at the $40.00 strike price has a current bid of 10 cents. If an investor was to purchase shares of ATRC stock at the current price level of $37.18/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $40.00. Considering the call seller will ...

jetcityimage Under new leadership, Five Below ( FIVE ) should see continued improvement in both earnings and valuation, leading BofA Securities to deliver the stock a double upgrade to Buy from Underperform and a sizable bump to its target price. Analyst Robert Ohmes now sees the share price climbing to as high as $233, 18% higher than Tuesday’s closing price. CEO Winnie Park, CFO Dan Sullivan, and chief merchant officer Michelle Israel—all of whom joined the company within the past 14 months—are focused on shifting the company to a more “merchant-led” organization, reflecting more core merchandise priced at $1 to $5, “extreme value” items priced at less than $5, reduced SKUs and more newness, and improved seasonal and studio royalty and licensing merchandising. “FIVE’s new initiatives in marketing should drive traffic/transactions, and a mix shift to higher price points supports [average unit retail] that could result in comp upside for years,” Ohmes notes. The inclusion of higher-priced items underscores the company’s efforts to be more than just a discount retailer, evidenced by the repositioning of pricier items from the back of the store to the front. “You don't typically see stores organized with the highest priced stuff in the back," CFO Dan Sullivan said recently. "You shop by category. You shop by need. You don't shop by price.” “We believe it’s all about relative value. And so we have the opportunity to go above $5 as long as we jam that item with value,” Sullivan added. While the higher price points are a concern for Ohmes, especially how it translates into post-holiday comparable store sales, he still sees potential EPS upside in calendar year 2026 and fiscal year 2027. Additionally, management’s decision to slow store growth to a more manageable 9% (from 15%) improves site selection and execution and supports more consistent annual EPS growth of 10%+, higher EBIT margins, and return on invested capital. Since the start of the year, Five Below ( FIVE ) s...

Four people, including two Chinese nationals, arrested in France on suspicion of spying Reuters

Investors in NVIDIA Corp (Symbol: NVDA) saw new options begin trading today, for the March 2027 expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 408 days until expiration the newly trading contracts represent a potential opportunity for sellers of puts or calls to achieve a higher premium than would be available for the contracts with a closer expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the NVDA options chain for the new March 2027 contracts and identified one put and one call contract of particular interest. The put contract at the $170.00 strike price has a current bid of $24.35. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $170.00, but will also collect the premium, putting the cost basis of the shares at $145.65 (before broker commissions). To an investor already interested in purchasing shares of NVDA, that could represent an attractive alternative to paying $176.90/share today. Because the $170.00 strike represents an approximate 4% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 67%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 14.32% return on the cash commitment, or 12.82% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for NVIDIA Corp, and highlighting in green where the $170.00 strike is located relative to that history: Turning to the calls side of the opt...

Jutharat Pinpan/iStock via Getty Images AI voice startup ElevenLabs has raised $500M in a Series D funding round led by Sequoia Capital, valuing the company at $11B, according to CEO Mati Staniszewski. Andreessen Horowitz and investment firm Iconiq also participated in the new funding round, Staniszewski said in a post on X. "With this funding, we’re going even deeper with ElevenAgents - our conversational Agents Platform helping enterprises elevate customer experience, revenue teams, and streamline internal operations. The platform has already driven our acceleration to close 2025 with over $330M in ARR, working with enterprises and partners like Deutsche Telekom, Square, Deliveroo, Revolut and the Ukrainian government," said Staniszewski. This latest funding values ElevenLabs at $11B, more than tripling its valuation from one year prior, and brings total funding to $781M across five rounds since its founding in 2022, the company said in an emailed document to Seeking Alpha. ElevenLabs noted that it closed 2025 with over $330M in annual recurring revenue, or ARR, driven by rapid enterprise adoption by companies like Deutsche Telekom, Square, the Ukrainian Government, and Revolut for customer support, conversational commerce, citizen engagement, internal training, and inbound sales. "We stay hungry, knowing how early this space still is as we build toward IPO and beyond," Staniszewski noted . ElevenLabs said it plans to use this funding to continue to expand research and product and continue its international expansion across London, New York, San Francisco, Warsaw, Dublin, Tokyo, Seoul, Singapore, Bengaluru, Sydney, São Paulo, Berlin, Paris, and Mexico City with locally embedded go-to-market teams to support enterprise adoption of ElevenAgents and ElevenCreative worldwide. In addition, ElevenLabs announced a major upgrade to its voice agents, enabling faster response times and improved expressiveness, powered by new turn-taking improvements and its Eleven v3 Conver...

Investors in Braze Inc (Symbol: BRZE) saw new options begin trading today, for the April 17th expiration. One of the key inputs that goes into the price an option buyer is willing to pay, is the time value, so with 72 days until expiration the newly trading contracts represent a potential opportunity for sellers of puts or calls to achieve a higher premium than would be available for the contracts with a closer expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the BRZE options chain for the new April 17th contracts and identified one put and one call contract of particular interest. The put contract at the $17.50 strike price has a current bid of 15 cents. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $17.50, but will also collect the premium, putting the cost basis of the shares at $17.35 (before broker commissions). To an investor already interested in purchasing shares of BRZE, that could represent an attractive alternative to paying $18.85/share today. Because the $17.50 strike represents an approximate 7% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 61%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 0.86% return on the cash commitment, or 4.35% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for Braze Inc, and highlighting in green where the $17.50 strike is located relative to that history: Turning to the calls side of the option chain, the c...

Will Amazon's Q4 Earnings Benefit From Healthy AWS Momentum? theglobeandmail.com

财联社2月4日讯（记者 吴蔚玲） 2020年至2022年累计虚增营收5.8亿元， 金健米业 （600127.SH）收监管函。湖南证监局要求公司责令改正，并对相关责任人下发警示函。 晚间公告显示，金健米业于2月4日收到了湖南证监局下发的《关于对金健米业股份有限公司采取责令改正并对相关责任人员采取出具警示函行政监管措施的决定》。因公司存在空转循环贸易等事项，导致2020年至2022年营业收入虚增，湖南证监局决定对公司采取责令改正的行政监管措施，对相关责任人采取出具警示函的行政监管措施，并记入证券期货市场诚信档案。 决定书显示，2020年至2022年，金健米业原子公司金健农产品（营口）有限公司（下称“金健营口公司”）与东方集团股份有限公司（下称“东方集团”）及其关联方14笔贸易业务全部为空转循环贸易，无实物流转且缺乏商业实质，收入不应确认。2020年，金健营口公司与黑龙江省讷河市粮食集团有限公司、辽宁鹏达农业发展有限公司的4笔贸易业务实际为代客户竞拍国家临储粮或储备粮业务，相关风险均由客户承担，不应采取总额法确认收入。 上述两个事项，共导致金健米业在2020年至2022年度，分别虚增营业收入2.28亿元、2.66亿元和9295.6万元，分别占当年营业收入的3.98%、3.96%和1.45%；分别虚增利润总额10.43万元、31.04万元以及7.16万元。 湖南证监局认为，金健米业上述行为违反了《上市公司信息披露管理办法》相关规定，公司时任董事长全臻、时任总裁、代董事长陈伟、时任副总裁（分管贸易业务）吴飞、时任财务总监马先明对此负主要责任。 决定书还显示，金健米业应高度重视，全面梳理公司治理、信息披露、财务管理等方面存在的薄弱环节，采取有效措施进行整改，依法依规严肃对相关责任人进行内部追责。公司应于收到决定书之日起30日内，向湖南证监局提交书面整改报告。 金健米业称，收到决定书后，公司及相关责任人高度重视决定书指出的问题，公司将严格按照监管要求，认真吸取教训，深刻反思总结，严肃整改，在要求的期限内完成整改工作并提交整改报告。 公告同时披露了关于该事项采取的措施。2024年，金健米业与控股股东湖南粮食集团有限责任公司实施了资产置换，金健米业置入了湖南裕湘食品有限公司和中南粮油食品科学研究院有限公司，将从事饲料贸易业务为主的3家贸易公司(含金健农产品（营口）有限公司)置出。 公...

Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the ProShares UltraShort Silver, which added 45,500,000 units, or a 38.2% increase week over week. And on a percentage change basis, the ETF with the biggest increase in inflows was the Portfolio Building Block Integrated Oil Gas Exploration & Production Index ETF, which added 320,000 units, for a 40.0% increase in outstanding units. VIDEO: ZSL, PBOG: Big ETF Inflows The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Interesting NVDA Put And Call Options For March 2027 Nasdaq

文章提及标的 豆粕 -- 美豆粕 -- 美豆粕期货涨幅扩大至2%，报297.8美元/短吨。

华尔街最大的另类投资公司和业务发展公司（BDC）周二股价大跌后，摩根士丹利分析师Michael Cyprys表示，尽管一些投资组合公司“可能面临来自人工智能（AI）颠覆的风险，但也为另一些公司带来机遇”。 “投资组合高度多元化，部分投资可能受益于AI，”Cyprys在报告中写道，并补充称，优质的多元化另类资产当前具备较好的入场时机。 他指出，在多元化投资组合背景下，自2020年以来，全行业信息技术（IT）服务平均约占私募股权（PE）交易额的23%，约占交易数量的16%，其中软件行业是子集之一。 在摩根士丹利覆盖的公司中，科技服务相关交易量约占整体PE交易量的21%，其中TPG、凯雷和KKR的占比略高一些，而阿波罗全球管理（Apollo Global Management）最低。 “投资组合中可能会出现一些受益于AI的重大赢家，有望释放或加速增长并提升效率，这些赢家带来的收益甚至可能超过其他糟糕投资所带来的拖累。” 责任编辑：丁文武

文章提及标的 美光科技 -- 闪迪 -- 西部数据 -- 希捷科技 -- 美股存储概念股跌幅扩大，闪迪（SNDK）跌近11%，西部数据（WDC）跌超8%，美光科技（MU）跌超7%，希捷科技（STX）跌超5%。

Image source: The Motley Fool. Wednesday, February 4, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chairman — David Gladstone President — David Dullum Chief Financial Officer — Taylor Ritchie Director of Investor Relations, ESG — Catherine Gerkis Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Adjusted Net Investment Income -- $8.2 million, or $0.21 per share, versus $9.2 million, or $0.24 per share, in the prior quarter, excluding capital gains-based incentive fees. -- $8.2 million, or $0.21 per share, versus $9.2 million, or $0.24 per share, in the prior quarter, excluding capital gains-based incentive fees. Total Assets -- $1.2 billion at quarter end, up $92 million from the prior quarter, reflecting new buyout investment and portfolio appreciation. -- $1.2 billion at quarter end, up $92 million from the prior quarter, reflecting new buyout investment and portfolio appreciation. Total Investment Income -- $25.1 million, down slightly from $25.3 million in the prior quarter, primarily due to lower dividend and success fee income. -- $25.1 million, down slightly from $25.3 million in the prior quarter, primarily due to lower dividend and success fee income. Net Investment Loss -- $6.5 million, compared to net investment income of $4.3 million in the prior quarter, driven by a $9.9 million increase in capital gains-based incentive fee accrual. -- $6.5 million, compared to net investment income of $4.3 million in the prior quarter, driven by a $9.9 million increase in capital gains-based incentive fee accrual. Net Asset Value (NAV) -- $14.95 per share, up from $13.53 per share in the prior quarter, with the increase driven by $1.77 per share of net unrealized appreciation and $0.09 per share of net realized gains. -- $14.95 per share, up from $13.53 per share in the prior quarter, with the increase driven by $1.77 per share of net unrealized appreciation and $0.09 per share of net realized gains. Portfolio Companies -- 29 operating companies foll...

I’m typically reluctant to recommend budget-friendly laptops, particularly ones that run Windows, because they suck, more often than not. That’s beginning to change, thanks in part to last year’s introduction of the Snapdragon X-series processors that offer solid performance and good x86 and x64 app compatibility. If you’re in need of a compact 14-inch laptop with 16GB of RAM and a 512GB SSD, the Asus Vivobook 14 in the “quiet blue” color scheme packed with the eight-core Snapdragon X CPU is $379.99 for the rest of the day at Best Buy (originally $749.99). The Snapdragon X sits below the X Plus and X Elite found in pricier laptops in terms of performance. So, it’s probably not the ideal pick if you run system-intensive apps, but it should be fine for web browsing and casual content creation. Asus Vivobook 14 Where to Buy: $749.99 $379.99 at Best Buy (quiet blue only) ARM-based laptops can’t run x86 or x64 apps natively, although strides have been made to boost emulation compatibility and performance in many of the most popular apps. In short, it’s far less painful now than it used to be to jump from, say, a laptop with an Intel or AMD processor. And, despite this being a thin and affordable laptop, its port selection is fairly impressive, boasting two USB-A 3.2 Gen 1 ports, HDMI 2.1 output, a headphone jack, and two USB-C 3.2 Gen 1 ports (both support charging and DisplayPort out). It also has a somewhat large trackpad, a 1080p Windows Hello IR webcam, and a physical cover for the webcam. Seems like a pretty nice value, if you ask me. Some other great Verge-approved deals Much has been said about the exorbitant costs of RAM these days, but Micro Center actually has a pretty nice deal on an AMD-based CPU/RAM/motherboard bundle containing its new high-end Ryzen 7 9850X3D processor, a nice Asus X870-P Prime motherboard, and 32GB (2 x 16GB) of 6000MHz DDR5 RAM. You can get all of that for $699.99. It’s a fantastic value considering that the new CPU alone currently costs...