Citadel’s Ken Griffin said the Trump administration’s tendency to reward loyalists doesn’t play well with business executives and criticized the president’s willingness to enrich his family while in office. “Most CEOs don’t want to find themselves in the business of sucking up to one administration,” Griffin said in an interview Tuesday at a Wall Street Journal event. When the US government “tastes of favoritism,” executives worry they could win or lose based on whether they publicly support the administration, he added. It’s not the first time Griffin has criticized President Donald Trump . Last month, Griffin said more US business executives should speak their mind about Trump’s policies. Griffin said Trump has made “missteps” in making decisions that benefit his family while in office. It raises the question of whether the public is being served, he said Tuesday. Between the early days of his reelection campaign through May of 2025, Trump doubled his net worth to about $5.4 billion, Bloomberg reported last year. In that time, the Trump name powered billions of dollars in real estate deals, a social media company and a crypto venture, among others. Read More: The Trump Family’s Money-Making Machine Griffin also said he hasn’t ruled out taking a run at politics. “I’d like to believe that at a future point in my life, that I would be involved in public service,” he said, adding that it’s probably unlikely in the next few years.

Key Notes MetaMask now offers 200+ tokenized US securities including Apple, Amazon, Microsoft, Nvidia, and Tesla plus commodity ETFs through Ondo Global Markets integration. The integration represents one of the first native tokenized stock and ETF access options in a major self-custodial wallet for non-US users. Tokenized assets enable 24/7 blockchain transactions and address infrastructure limitations that caused trading freezes like the 2021 GameStop incident. MetaMask and Ondo Finance have announced an integration bringing tokenized US stocks, ETFs, and commodities directly into MetaMask wallet via Ondo Global Markets. The integration gives non-US MetaMask Wallet app users access to more than 200 tokenized US securities on the Ethereum mainnet including US stocks such as Apple, Amazon, Microsoft, Nvidia, and Tesla as well as ETFs representing silver, gold, and platinum. According to a Feb. 3 press release, the integration, which is now live, marks one of the first instances of native access to tokenized US stocks and ETFs within a major self-custodial wallet for users outside of the US. Tokenized US stocks and ETFs are now LIVE in MetaMask. Markets are moving onchain, thanks to @OndoFinance. 🧵👇 pic.twitter.com/1hh979VEo6 — MetaMask 🦊 (@MetaMask) February 3, 2026 Tokenized Securities for The Self-custodial Crowd The broader cryptocurrency and digital assets market has shown an increasing interest in tokenized stocks, ETFs, and commodities. Online brokerage and fintech services from industry leaders such as Robinhood and E-TRADE have seen a surge in demand over the past few years, however the self-custody options for these services are relatively limited. As Coinspeaker recently reported, Ondo Finance launched its tokenized assets service on the Solana network on Jan. 21. The launch challenges rival xStocks and its market share of approximately 93%. Meanwhile, Robinhood CEO Vlad Tenev recently published a post on X.com discussing the GameStop trading freeze of 202...

Carolina Rudah/iStock Editorial via Getty Images A relatively stable bottom line isn't doing much to hold back pan-Nordic lender Nordea ( NRDBY ) ( NBNKF ), with a combination of favorable sentiment and a weaker dollar driving its ADSs to an impressive 17% return since my last update in October. Downgrading the stock to “Hold,” my only gripe with Nordea was its valuation. The bank's profitability ha d been transformed by higher interest rates, but with its shares re-rating to a multi-year high price-to-book ratio, I felt that the market had (finally) given the bank the credit it deserved. Since then, Nordea has released another set of quarterly results and has also held a Capital Markets Day. Now is a good time to catch up on the story. I remain cautious, with Nordea's valuation already reflecting its bullish medium-term outlook. Data by YCharts NII Close To Bottoming Nordea reported its fourth quarter 2025 results last week. Net income clocked in at €1.157 billion, up a modest €28 million year-over-year. EPS did see a bigger boost thanks to buybacks, rising mid-single-digits to €0.34 (around $0.40 per ADS). As you can see, after initially rising in 2022, Nordea's bottom line has been relatively stable in recent years: Data Source: Nordea Quarterly Results Releases Looking at the drivers of this, margin contraction continues to be a headwind. To quickly recap, mortgages account for roughly half of Nordea's loan book. Unlike in the United States, where a 30-year fixed-rate loan is the standard product, the majority of Nordic mortgages pay a floating rate. This allowed Nordea's interest margin to reprice quickly (and favorably) when interest rates were rising, which turned into a headwind during the easing cycle. Data Source: Nordea Quarterly Results Releases Nordea's net interest margin was 1.57% last quarter, down 2 bps from my last piece and 16 bps year-on-year. While a headwind, Nordea has managed to grow its volumes, with loans and deposits both rising last quart...

In trading on Tuesday, shares of Frontdoor Inc (Symbol: FTDR) crossed below their 200 day moving average of $57.94, changing hands as low as $56.93 per share. Frontdoor Inc shares are currently trading down about 2.1% on the day. The chart below shows the one year performance of FTDR shares, versus its 200 day moving average: Looking at the chart above, FTDR's low point in its 52 week range is $35.61 per share, with $70.135 as the 52 week high point — that compares with a last trade of $57.05. Click here to find out which 9 other stocks recently crossed below their 200 day moving average » Also see: 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4日｜白宫新闻秘书：美国中央司令部击落伊朗无人机的行动是恰当的。

Silgan Holdings supplies rigid packaging for major consumer brands, spanning food, beverage, and healthcare markets worldwide. What happened According to a Securities and Exchange Commission (SEC) filing dated Feb. 3, 2026, Bernzott Capital Advisors bought 71,353 shares of Silgan Holdings (SLGN +1.85%) during the fourth quarter of 2025. The estimated transaction value was $2.90 million, calculated using the average quarterly closing price. The Silgan position’s quarter-end value increased by $2.53 million, reflecting both additional shares and price fluctuations. What else to know The buy lifted Silgan to 3.9% of Bernzott’s 13F reportable assets under management. Top holdings after the filing: Vanguard Total World Stock ETF : $21.74 million (10.3% of AUM) Colombus McKinnon Corp. : $9.33 million (4.4% of AUM) Silgan: $8.21 million (3.9% of AUM) TIC Solutions : $8.01 million (3.8% of AUM) Vishay Intertechnology : $7.97 million (3.8% of AUM) As of Feb. 2, 2026, Silgan shares were priced at $43.19, down 19.86% from the prior year, underperforming the S&P 500 by 35 percentage points. Company overview Metric Value Price (as of market close February 2, 2026) $43.19 Market Capitalization $4.73 billion Revenue (TTM) $6.43 billion Net Income (TTM) $315.27 million Company snapshot Silgan Holdings manufactures rigid packaging, including metal containers, plastic closures, and custom plastic containers for consumer goods, food, beverage, personal care, healthcare, and industrial applications. The company generates revenue primarily through the sale of packaging products across three segments: Dispensing and Specialty Closures, Metal Containers, and Custom Containers, leveraging a combination of direct sales, distributors, and online channels. Its main customers are consumer goods producers in North America, Europe, and internationally, serving end markets such as food, beverage, household, personal care, and healthcare. Silgan Holdings is a leading global supplier of rigid packa...

From trend to stress, why the "Friday sell-off" was not a correction I firmly believe that the vast majority of you did not buy silver in the days when we were breaking record after record at ATH and statistically deviating from any standards. If not, believe me, I am currently observing a minute of silence for you. However, Friday's sell-off in silver ( SLV ) and gold ( GLD ) was not a normal correction but a liquidation of overleveraged positions after technical extremes. The situation that has arisen normally leads to a phase of high volatility and mean reversion in the following days, not a smooth return to new highs as many traders expect. I’m basing my view on one simple shift: the market went from riding a trend to managing stress. After the FOMC's decision to keep rates at 3.5%–3.75%, an anomaly occurred in the precious metals market that should have warned people. In general, precious metals, like stocks and risky assets, benefit from lower interest rates, when money is cheap and these assets gain value. However, after the decision to keep rates unchanged, gold jumped by 5 standard deviations, up to 6.5% at one point, but with one major problem. That was liquidity. On Wednesday, it was absolutely miserable, the lowest in recent times, even for silver. Low volume and one of the largest candles on the chart in most cases precede a trend reversal, as has happened now. On Friday, SLV closed with a loss of approximately 28.6%, and gold with a loss of 10.2%. That lines up with how this market usually behaves. Silvers tends to move roughly three times as much as gold, so the swing looks proportionate. However, the reversal in gold tells us that this is not just a "silver story," but systemic stress in positioning. Currently, I expect a very wide trading range in the coming days, as well as false breakouts on both sides, when positions will be liquidated and the market will be cleared of leveraged positions. At this moment, the most expensive mistake for anyone is ...

格隆汇2月4日｜英特尔(INTC.O)首席执行官：公司正加倍押注玻璃作为芯片制造的关键材料。

Key Points President Trump says Project Vault will include a strategic uranium reserve. Energy Fuels has been the leading U.S. producer of natural uranium concentrate for the past several years. 10 stocks we like better than Energy Fuels › Energy Fuels (NYSEMKT: UUUU) stock skyrocketed 15.6% through noon ET Tuesday as further details emerged about President Trump's "Project Vault." Initial reports on Project Vault broke Monday, describing it as a $11.7 billion effort to amass a strategic reserve of rare-earth metals. Rare-earth mining companies such as USA Rare Earth (NASDAQ: USAR) were first to benefit (and are popping again today). Now, investors in uranium stocks such as Energy Fuels are joining in the fun. 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 » Because it turns out the President also wants to buy some uranium. Project Vault As CNBC confirms, "the Trump administration's Project Vault stockpile can include any of the more than 50 minerals listed as critical by the Interior Department," including "rare earths, lithium, uranium." Or as the President put it: "We're not just doing certain minerals and rare earths. We're doing everything." The bit about uranium is exciting Energy Fuels investors today. It's "has been the leading U.S. producer of natural uranium concentrate for the past several years," making it a logical choice to benefit from $11 billion-plus in government spending to stockpile uranium and other "critical" metals. Is Energy Fuels stock a buy? But Energy Fuels is not a cheap stock. "Leading producer" or not, Energy Fuels did less than $80 million in sales over the last 12 months -- and lost nearly $100 million. Its free cash flow situation is even worse, with nearly $145 million in annual cash burn. Analysts see Energy Fuels sales surging to $420 million by 2029, but even then, profits will be only $0.45 per share. This giv...

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格隆汇2月4日｜特斯拉(TSLA.O)将于周三在参议院商务委员会作证，指出国会必须对自动驾驶汽车监管进行现代化改革。

Feb 3 (Reuters) - Google-parent Alphabet is planning to dramatically expand its presence in ​India, with the possibility of taking ‌millions of square feet in new office space ‌in Bengaluru, India's tech hub, Bloomberg News reported on Tuesday. The company has leased one office tower and purchased options on two others ⁠in Alembic ‌City, a development in the city's Whitefield tech corridor, totaling 2.4 ‍million square feet, the report said, citing people familiar with the deal. Alphabet did not immediately respond ​to a Reuters request for comment. The first ‌tower is expected to open to employees in the coming months, while construction on the remaining two is set to conclude next year, the report said. If Alphabet does ⁠occupy all of the ​space, the complex could ​accommodate as many as 20,000 additional staff, which could more than double ‍the company's ⁠footprint in India. Alphabet currently employs around 14,000 in the country, out of a ⁠global workforce of roughly 190,000, according to the ‌report. (Reporting by Arsheeya Bajwa in Bengaluru; ‌Editing by Arun Koyyur)

Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images Nelson Peltz, the co-founder and CEO of Trian Fund Management, took aim at Disney’s ( DIS ) latest CEO succession plan during an interview at The Wall Street Journal’s Invest Live event on Tuesday. Peltz questioned the selection of parks and cruise-ship head Josh D’Amaro over entertainment Co-Chairman Dana Walden, suggesting the choice was strategically designed to keep former CEO Bob Iger in power. “Iger needs a reason to stay on,” Peltz said, according to the Journal. “And if he put the person in charge of entertainment as the CEO, he wouldn’t have an excuse to stay on.” The Trian chief executive argued that by choosing an executive from the parks division rather than the entertainment side, Iger has positioned himself to remain indispensable to Disney’s core media business. Peltz predicted that Iger would eventually announce that “Josh doesn’t know anything about the movie business…Therefore, I’m gonna stay on and guide them,” according to the Journal interview. D’Amaro is set to become Disney’s CEO on March 18, while Iger will remain as a director and senior adviser until his contract expires on December 31. Peltz drew parallels to Disney’s previous leadership transition, which ended in turmoil. When Iger stepped down in 2020 in favor of former parks chairman Bob Chapek, the two executives clashed internally over control, ultimately leading to Iger’s return as CEO in 2022, the Journal reported. Peltz predicted history would repeat itself with this new transition. Disney’s board offered a starkly different view of the succession process. Chairman James Gorman, who led the succession effort, told the Journal that the committee considered more than 100 candidates before narrowing the field. Gorman, who wasn’t on Disney’s board during the Chapek era, expressed confidence in the upcoming transition, stating, “There’s no tension here. This will go down well.” The critique comes two years after Peltz twic...

格隆汇2月4日｜英特尔(INTC.O)首席执行官：英特尔将来会生产GPU。

Rocket Lab and Intuitive Machines are both promising space-oriented stocks. Over the past few years, many space-oriented companies have gone public by merging with special purpose acquisition companies (SPACs). Many of those stocks fizzled out after those companies failed to expand their fledgling businesses. However, two resilient SPAC-backed space stocks -- Rocket Lab (RKLB +4.74%) and Intuitive Machines (LUNR +1.51%) -- survived that wash-out. Let's see why they're still both worthwhile investments today. Rocket Lab Rocket Lab produces reusable orbital rockets. It has launched its flagship rocket, the Electron, 81 times to date for the deployment of over 248 satellites. It plans to launch its second rocket, the Neutron, this year to start carrying much heavier payloads. Expand NASDAQ : RKLB Rocket Lab Today's Change ( 4.74 %) $ 3.52 Current Price $ 77.67 Key Data Points Market Cap $40B Day's Range $ 75.98 - $ 79.47 52wk Range $ 14.71 - $ 99.58 Volume 326K Avg Vol 24M Gross Margin 28.93 % Its top customers include NASA, the U.S. Space Force, the Swedish National Space Agency, Kinéis, and BlackSky Technology (BKSY +7.66%). It also recently secured an $816 million contract with the U.S. Space Development Agency to design and manufacture 18 satellites for its missile-defense satellite constellation. That contract -- its largest to date -- will diversify its business away from its core launch services. Over the long term, it plans to expand into an "end-to-end" provider of space transportation services. Wall Street expects Rocket Lab to more than double its revenue from $600 million in 2025 to $1.29 billion in 2027 as it turns profitable by the final year. It isn't a bargain at 33 times next year's sales, but it could be a great long-term play on the nascent space transportation market. Intuitive Machines Intuitive Machines produces lunar landers and exploration vehicles. It's already sent two of its Nova-C landers to the moon for NASA: IM-1 (Odysseus) in February 202...

wildpixel/iStock via Getty Images Some chinks continue to develop around the AI narrative that has driven most of the gains in equities since ChatGPT debuted in November of 2022. I have written several times that investors are underestimating the gap between what electrical generation these massive data centers will need compared to the current trajectory of planned new electrical generation capacity coming online in the years ahead. Something that was recently highlighted at Morgan Stanley. Morgan Stanley Research Another huge challenge that is becoming more and more apparent is that this AI infrastructure is going to cost an almost unfathomable amount to complete. Even the huge tech titans are not going to finance it off their balance sheets and free cash flow. They will also have to hope that AI-related revenues grow at a trajectory that even begins to justify these huge outlays. It is also starting to become more likely these huge expenses are going to ding both equity prices on any disappointing news, reduce profit growth at least in the near term, and pile more risk onto the credit markets as these large-cap concerns turn to creative off-balance methods to raise this enormous amount of capital. Special Purpose Vehicles are increasingly being utilized on this front. January 2026 Company Presentation Let's discuss some of the news the market has had to digest just in the past week. Last week, Microsoft ( MSFT ) had its biggest daily sell-off since Covid despite posting better-than-expected quarterly results . More than $350 billion of market capitalization dissipated in just one trading session. Revenue growth from Azure was impressive but just met the consensus. Mounting concerns about Microsoft's spending on artificial intelligence relative to its ability to monetize AI was the primary trigger for the 12% decline in the stock last Thursday. Over the past five quarters, Microsoft's spending on property and equipment has grown from $15.8 billion to $29.9 billion...

Midnight Studio/iStock via Getty Images Thesis Summary After years of being a Tesla, Inc. ( TSLA ) bull, I have recently shifted to being a bear. The reason is simple, and at this point glaringly obvious. Tesla’s fundamentals are deteriorating, and it's going to take flawless execution to really justify today’s valuation. Specifically, the recent earnings highlighted one very key thing. Tesla’s future now hinges on one specific thing that could make or break the company. I’m talking about the release of the AI5 chip. The chip will underpin Tesla’s ambitions in autonomy, robotics, and AI‑driven manufacturing. However, in order to get there, a significant amount of manpower and capital will have to be used up. As I mentioned in my last article , Tesla is spread too thin and has amassed too many competitors. With CAPEX set to more than double in 2026, this makes Tesla a money pit, and ultimately, not a great risk-reward profile for investors. Q4 Was A Mixed Bag At Best Tesla’s Q4 2025 financials provided a mixed operational picture: On the one hand, Tesla did report a beat on earnings and revenue, with $0.50 EPS and roughly $24.9 billion in revenue. TSLA in Charts (SA) On the not-so-bright side, automotive deliveries declined meaningfully, impacted by waning government incentives and intense global competition. In terms of profitability, we did see a marginal improvement in Adjusted EBITDA, but there’s clearly still a lot of pressure, and operating margin was pretty much flat. AI5: The Strategic Linchpin But without a doubt, the biggest insight from the earnings call was just how important the AI5 will be to Tesla’s future. But don’t take my word for it, just see what Musk had to say about it. Completing the AI5 chip design and having it be a great chip is arguably the number one most critical thing to get done, which is why I’m spending more time on that than currently anything else at Tesla… I spend pretty much every Saturday on this. Source: Earnings Call . So why i...

Only One Thing Saves Tesla (But It's Expensive) (NASDAQ:TSLA) Seeking Alpha

Everyone has a few team names that you stick with year in, year out, but what about that office league…

Tesla dealership with cars in lot by Jetcityimage via iStock Tesla Inc. (TSLA) Q4 earnings, released on Jan. 28, were strong, but its near-term put options still have high yields. An investor who sells short 1-month puts at $400.00 and $395.00 can make an immediate 2.50% average investment yield. That's attractive to value investors. TSLA is at $419.213 in midday trading on Feb. 3, down over 13% from its peak of $489.88 on Dec. 16, 2025. But that's up from a recent dip of $416.26 on Jan. 29, right after its shareholder deck release the night before. TSLA hit a three-month low of $391.09 on Nov. 21, 2025. This provides a good income opportunity for investors who sell short one-month put options. I discussed this in several recent Barchart articles, including on Jan. 23 ("Tesla Inc Put Options Still Look Attractive to Short-Sellers Before Earnings Next Week") and Jan. 4 ("Tesla Stock Has Been Flat For 2 Months - How to Make a 3.2% Yield in One-Month Puts.") In both of these articles, I suggested selling short the $410.00 put option contract expiring this Friday, Feb. 6. So far, that has worked out, as the put option price has fallen. It makes sense now to consider rolling this contract over to a lower out-of-the-money (OTM) strike price. Before describing this, let's review the Tesla results. Strong Results, Including FCF Margins Tesla reported slightly lower revenue in Q4 (-3.13%), and on a full-year basis, it was down 2.93%. However, it fell by less than 1% (-0.84%) compared to Q3 revenue on a trailing 12-month basis (TTM), according to Stock Analysis. Free cash flow (FCF) fell 30% to $1.42 billion, and its FCF margins were lower in Q4, but still stayed relatively strong on a long-term basis. For example, FCF represented 5.75% of Q4 revenue, vs. just 7.91% last year, according to Stock Analysis. However, on a full-year basis, its $6.22 billion in 2025 FCF represented 6.56% of its $94.827 billion in 2025 revenue, vs. 3.67% in 2024. In addition, this was down slightly...