周二全球市场在经历数日剧烈波动后趋于稳定。欧洲股市继续上行并刷新纪录区间，标普500指数也有望再创历史新高。随着贵金属连续多日的剧烈波动逐渐消退，市场情绪得到提振。 截至发稿，道指期货跌0.02%，标普500指数期货涨0.23%，纳指期货涨0.45%。 欧洲斯托克600指数上涨0.5%，延续周一创下的历史新高，银行与科技股领涨。德国DAX涨1%， 西门子 能源涨3.5%， 戴姆勒 卡车涨3%。巴黎CAC 40涨0.6%，英国富时100指数在周一创纪录收盘后继续上行，涨0.2%。 标普500指数期货上涨0.2%，此前该指数收盘距离历史最高收盘点位仅差不到3点。科技股领涨股市， 纳斯达克 100指数期货上涨0.5%。 超大市值科技股继续分化： 苹果 跌0.8%，英伟达涨0.7%。Palantir Technologies盘前大涨10%，原因是公司给出了强劲的业绩指引。 亚洲股市收盘普遍上涨，贵金属回升与美印贸易协议提振情绪；走势跟随隔夜华尔街上涨。作为AI交易“风向标”的韩国KOSPI指数录得近五年来最大涨幅，三星电子飙升10%。日本日经指数收涨3.9%，创历史新高。 市场情绪趋稳、等待科技财报 周一早些时候，贵金属遭遇猛烈抛售、叠加中东紧张局势升温的担忧，引发多资产下跌；但随后黄金和白银反弹，以及美伊谈判前景出现，使投资者担忧有所缓解。 在贵金属大跌引发风险资产回撤之后，股市正在重拾上行动能。美国制造业数据强劲也进一步增强了乐观情绪，显示在财报季推进之际，美国经济基本面仍相对稳健。 法国兴业 银行欧洲股票策略主管Roland Kaloyan表示：“投资者仍聚焦财报季，目前表现并不差，市场预期也算合理、不难达到。我短期内看不到动能会切换的理由。” 在Palantir财报获得积极反馈后，投资者周二将把注意力转向盘后公布的 AMD 财报，关注其是否能在AI加速器市场对英伟达的主导地位形成挑战迹象。 自10月以来，AMD股价已累计上涨逾50%，而英伟达整体走势相对横盘。随着交易员越来越多地把目光从“七巨头”扩展到更广泛的标的，AI交易的下一阶段布局正在外溢。 Investec Wealth and Investment股票分析师Jimmy Muchechetere表示：“资金正在流入半导体板块，流入存储芯片股票——短期想要获得超额表现，机会就在这些领域。” 美元暂停反弹趋势 ...

NEW YORK, Feb. 3, 2026 /PRNewswire/ -- Socialhub.AI today announced the launch of its next-generation Customer Intelligence Platform (CIP) and a deepened strategic partnership with Microsoft, formalized through a multi-year Microsoft Azure Consumption Commitment (MACC). The announcement was made during NRF 2026, alongside a joint showcase event hosted at Microsoft's New York office. As retailers continue to struggle with fragmented CRM, CDP and marketing systems, Socialhub.AI positions its AI-native CIP as a unified intelligence layer that connects data, decisioning and activation in real time. Built entirely on Microsoft Azure, the platform enables enterprises to move beyond disconnected tools and dashboards toward a continuous, closed-loop customer intelligence model that operates across the entire customer lifecycle. At the event, Socialhub.AI demonstrated how its CIP consolidates customer data from multiple sources—including CRM, POS, e-commerce, web, mobile applications and social platforms—into an AI-ready semantic layer. Powered by a multi-agent AI engine, the platform continuously analyzes customer signals, predicts intent and behavior, and determines next-best actions. These actions are then orchestrated in real time across more than 50 channels, including email, SMS, web personalization, loyalty programs and call centers. The platform's multi-agent architecture functions as an "AI team-in-a-box," with specialized agents supporting strategy development, analytics, campaign design and loyalty decisioning. Human teams define business objectives, guardrails and priorities, while AI plans and executes at machine scale. This human–AI co-creation model accelerates insight-to-action cycles and enables enterprises to deliver more precise, timely and personalized customer engagement. Socialhub.AI's CIP leverages a broad range of Azure services, including Azure OpenAI Service, Azure Machine Learning and Azure AI capabilities for vision, speech and document intelligen...

In this article DIS Follow your favorite stocks CREATE FREE ACCOUNT A Disney store in Manhattan, New York City, July 7, 2025. Sven Hoppe | Picture Alliance | Getty Images Disney has named Josh D'Amaro, chairman of Disney Experiences, as its next CEO, succeeding Bob Iger and clinching a closely watched succession race at the Mouse House. Investors, industry insiders and onlookers have long awaited the announcement of who will take over as the next leader of one of the most storied U.S. companies. The appointment marks the second time in six years that Disney has selected a successor to Iger — his previous pick in parks boss Bob Chapek devolved into a public spectacle of corporate governance that saw Iger reclaim the CEO spot and restart the clock on retirement. "Josh D'Amaro is an exceptional leader and the right person to become our next CEO," Iger said in a statement. "He has an instinctive appreciation of the Disney brand, and a deep understanding of what resonates with our audiences, paired with the rigor and attention to detail required to deliver some of our most ambitious projects. His ability to combine creativity with operational excellence is exemplary and I am thrilled for Josh and the company." For the last several years, the Disney board — led by former Morgan Stanley CEO James Gorman — has been vetting candidates for the top job, primarily among Disney's executive ranks. Iger's four direct reports — D'Amaro, ESPN Chairman Jimmy Pitaro and Entertainment Co-Chairmen Dana Walden and Alan Bergman — all interviewed with the succession committee as early as 2024, CNBC previously reported. Speculation narrowed to D'Amaro and Walden in recent months. Tune in at 9 a.m. ET as Disney Chairman of the Board James Gorman joins CNBC TV to discuss the company's succession plan. Watch in real time on CNBC+ or the CNBC Pro stream. D'Amaro steps into the role at Disney after a period of leadership uncertainty and mixed reception from Wall Street on the state of Disney's b...

Getty Images Q4 results confirm Celestica's future growths Q4 results of Celestica ( CLS ) were better than expected, and this is very important for a company that is in constant growth. Earnings per share were $1.89, above the estimated upper limit of $1.81. Quarter revenue was $3.65 billion, also above the expected upper limit of $3.57 billion. The total YoY revenue grew by 44%, but the jewel of the company's business is its CCS services (connectivity and cloud solutions), which grew by 64% in the quarter to $2.68 billion, representing almost 78% of total revenue. Within the sector, the communications division stands out, which grew 79% YoY. CCS service margins grew by 50 bps, reaching 8.4%. Q4 Celestica When I looked at the whole 2025, I found that revenue growth was a little lower, at 28%. The explanation I found to understand this, is that the increase was strongest in the second half of the year. Even so, this 44% of Q4 is awesome and it's a record number. And the projection for the upper limit of the estimated range for Q1 2026 is $4.15 billion, which would represent a YoY growth of 56%. 2026 Outlook So, we can say this was a very good quarter, in my opinion. But it's not just that. The long term projection is even better. For 2026, the revenue projection was adjusted upwards: from $16 billion to $17 billion. The projected adjusted EPS also increased, from $8.20 to $8.75. But despite the fact that the profits are very solid, the company's shares fell from $345 to $280. Data by YCharts Four reasons that could explain the drop after the earnings presentation Yes, I was very surprised. I think there was a combination of several factors. First of all, in the guidance image above, you can see a part of the investors' concern: the sharp increase in CAPEX in 2026, which will represent 6% of total revenue, up from a previous estimate of 2%-2.5%. Yes, it is a very strong rise. Anyway, this is not something bad if I think about the operational growth of the company as ...

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Kopin Corporation ( KOPN ) on Tuesday said it has secured a $2 million order for microdisplays to be integrated into a new rotary-wing helmet-mounted display system for a European defense contractor. The company said the displays will provide augmented-reality overlays of flight, tactical, and sensor data to enhance pilot situational awareness and mission effectiveness. Kopin said the order is part of a multi-year program and could lead to additional follow-on orders in 2026. KOPN +2.50% premarket to $2.655. Source: Press Release More on Kopin Kopin Corporation: Still Relies On External Financing To Fund Operations Kopin: The Defense Inflection Is Forming, But Not Enough To Move Off Hold Kopin: Unappealing Here, But Speculative Upside Exists Seeking Alpha’s Quant Rating on Kopin Historical earnings data for Kopin

恢复正常经营的标志就是，经营性现金流回正。 经过2025年之后，碧桂园（02007.HK）暂时获得了宝贵的喘息空间。 在该集团2月2日的年度工作会议上，董事局主席杨惠妍透露，在交付方面，碧桂园去年年内完成房屋交付近17万套，自2023年起三年累计交付总量近115万套。另外在债务重组方面，碧桂园旗下9笔境内债券、规模约137.7亿元人民币的境内债务重组方案全部通过，涉及规模约177亿美元的境外债务重组方案亦于2025年12月31日生效，整体降债规模预估将近900亿元，重组后新债务融资成本骤降至1%-2.5%，为未来五年发展争取了关键窗口。 对于2026年，杨惠妍将其定义为“保交房收官之年”。她提出了清晰的时间表：争取在2026年年中完成大部分交房任务，从而腾出更多的精力修复资债表、恢复正常经营。所谓“恢复正常经营”，其标志是经营性现金流回正，最终目标是公司整体现金流和利润均为正。 与此同时，杨惠妍要求各区域全力盘活资产、抓好销售，同时重视新供货计划，为未来现房销售趋势做好准备。 碧桂园联席主席莫斌也强调，保交房收官是首要任务，资债表修复需要以时间换空间，而恢复正常经营是关键，只有发展才能真正有效解决问题。 对于未来企业及行业的发展方向，杨惠妍认为，整部房地产发展史表明，单一政策的影响或是脉冲式的，但连续、定向的政策叠加，才能真正引导市场规模、结构乃至发展逻辑的深刻转变。 碧桂园集团总裁程光煜也认为，宏观层面，2025年是房地产“止跌回稳”深化落实年，政策“工具箱”全面落地。中央政策层层递进，地方调控全年高达415次。2026年进入“十五五”开局年，政策将“短稳长改”并行，行业迈入“新旧模式转换深化阶段”。 杨惠妍认为，不同于上行期，下行期管理必须注重精益化管理，甚至工业化管理，并强调要加大产品研发投入，运用新材料、新技术和AI，全面提升产品力、服务力与成本力，构建核心竞争力。

财联社2月3日讯 （记者 曹韵仪） 今日央行预告，2月4日将开展8000亿元买断式逆 回购 操作。 多位专家对财联社记者表示，这是近四个月以来3个月期买断式逆回购首次加量续作，显示本月央行通过这项政策工具向市场注入中期流动性。“2月仍是 银行 信贷投放较为集中的月份，叠加春节之前取现因素影响，市场对流动性需求增加。“ 除此以外，2月资金面还面临政府债发行节奏的扰动。业内预计，2月还有5000亿6个月期买断式逆回购和3000亿MLF到期，央行都会开展一定规模的加量续作。 不过也有专家表示，在央行1月15日推出一揽子结构性政策后，短期内货币政策处于观察期。同时，2月4日买断式逆回购的加量续作，更降低了近期降准的必要性。 3个月买断式逆回购首次加量续作 应对春节流动性需求 2月4日，中国人民银行将以固定数量、利率招标、多重价位中标方式开展8000亿元买断式逆回购操作，期限为3个月(91天)。 2月有7000亿3个月期买断式逆回购到期。由此，央行2月4日开展8000亿元买断式逆回购操作，意味着当月3个月期买断式逆回购加量续作，加量规模为1000亿。这是近四个月以来3个月期买断式逆回购首次加量续作。 招联首席经济学家、 上海 金融与发展实验室副主任董希淼对财联社记者表示，2月仍然是银行信贷投放较为集中的月份，叠加春节之前取现因素影响，市场对流动性需求增加。 东方金诚首席经济学家王青则对财联社记者表示，为保障重点领域重大项目资金需求，2026年新增地方政府债务限额已提前下达，这意味着尽管2月春节长假来临，但仍会有一定规模的政府债券发行。另外，2025年10月5000亿元新型政策性金融工具投放完毕后，会带动今年一季度配套贷款较大规模投放。 “2月资金面面临的主要扰动可能是春节及政府债发行节奏。若按照1月发行规模测算，2月政府债净融资规模或小幅上升2000亿，且2月由于春节放假有效工作日可能偏少，发行节奏可能相对集中。”国金 证券 研报指出。 为应对资金面潜在的收紧因素，央行通过此次加量续作买断式逆回购向市场注入中期流动性，也符合开年来对资金面的呵护态度。 根据央行今日公布的2026年1月中央银行各项工具流动性投放情况。1月，中期借贷便利（MLF）净投放7000亿元，常备借贷便利（SLF）净投放-79亿元，其他结构性货币政策工具净投放641亿元。公开市场业务方面，1月，公开市场国债...

阿波罗的John Zito近期在多伦多的一次投资者聚会上语惊四座，他发出的质疑—— “软件是否已死？” ，标志着私募资本市场对软件行业“增长稳定、收入可观”这一长期核心假设的彻底决裂，人工智能的崛起正迫使投资者重新评估这一曾备受追捧的赛道。 这一警告并非空穴来风，据知情人士向彭博透露， 阿波罗在2025年已将其直接贷款基金的软件风险敞口削减了近一半，从年初的约20%大幅下调。 与此同时，Arcmont资产管理公司和海芬资本管理公司等机构已聘请顾问，专门排查其投资组合中可能因AI技术冲击而变得脆弱的企业。 市场恐慌情绪已开始蔓延。受AI投入回报不及预期的担忧影响，微软股价下跌；Blue Owl Capital旗下一只科技基金遭遇巨额资金外流；两家欧洲软件公司更是被迫搁置了贷款交易。传统的软件即服务（SaaS）模式正面临AI原生公司和“氛围编码”初创企业的降维打击，曾经稳固的护城河岌岌可危。 这场剧变直接冲击了过去十年私募股权行业高达4400亿美元的押注。据彭博数据， 2015年至2025年间，私募买家斥资逾4400亿美元收购了1900多家软件公司。 如今，随着借贷成本上升和技术迭代加速，投资者和贷款人正从根本上质疑这些资产的生存能力与估值逻辑。 估值体系的崩塌与SaaS危机 长期以来，软件交易因其“黏性”收入和订阅模式，能在投资委员会轻松获批。然而，这一逻辑正被AI改写。风险投资公司Lightspeed合伙人、曾负责Elliott Investment Management科技私募业务的Isaac Kim直言 ：“目前形式的科技私募股权已经死亡。”他指出，AI改变了“底层产品能保持足够长时间的相关性以进行金融工程运作”这一基本假设。 SaaS模式首当其冲。Anthropic推出的Claude Code等工具允许无编程经验的用户构建软件，大幅降低了技术门槛，削弱了传统SaaS产品“一刀切”的僵化优势。 这种冲击已在估值上显现。据Pitchbook数据，2025年私募股权收购SaaS公司的平均倍数已从前一年的24倍降至18倍，而此前一些明星企业如Coupa Software和Cloudera的交易倍数曾高达60倍。Park Square创始人Robin Doumar表示，软件行业“刀枪不入的光环”早已不合时宜，那些违背金融逻辑的高倍数估值时代希望能就此终结。 信贷市场的困...

Sergii Zyskо/iStock via Getty Images Since my last Strategy ( MSTR ) analysis , the stock has hit $140 per share from $390; though I haven't owned MSTR yet, I am considering accumulating aggressively throughout H2 2026. The price dynamics currently show that BTC peaked either in December 2024 when relative to gold or in October 2025 when relative to USD. Halving events historically show about a 12-month decline following the post-halving peak before the next bull phase. Either way, it will pay to be patient here with MSTR because even if the equity has hit an early bottom, it will likely be range-bound until BTC begins its upward inflection, which is most likely in H2 2026 when logically anchoring to USD. Q4 2025 Earnings Preview Strategy reports Q4 earnings after the close on Feb. 5, and your focus only really needs to be on BTC per share, liability durability in drawdowns, and management competence in capital allocation during this temporary “BTC premium” compression. We already can assume that BTC per diluted share fell in Q4. Strategy Based on the above, BTC holdings increased by about 5.1% in Q4 2025, while assumed diluted shares increased by 7.8%. The result is an approximate 2.5% decline in BTC per assumed diluted share. Strategy's financial engineering process means that the value of the shares rises when the “BTC yield” increases, which only comes from buying BTC faster than the fully diluted share count expands. Alternatively, management can opt to shrink the share count or retire conversion exposure. If you're buying MSTR, you need to keep a close eye on BTC. The following charts show a lot to be excited about in the near future. MSTR's 14-week RSI has dropped close to 30, but I think the stock has further to fall, unfortunately, or at least will be range-bound for a while, even if the majority of the pain may be over for this down-cycle. MSTR Weekly-Intervals Price Chart (Author's Chart) BTC/USD Weekly-Intervals Price Chart (Author's Chart) Bitcoin is al...

Stock Futures Trade Mixed after U.S-India Trade Deal, Upbeat Palantir Earnings TipRanks

Key Points Netflix was late to introduce an ad-based tier, but this offering is set to generate $3 billion in revenue in 2026. The stock’s current price-to-earnings ratio is near a three-year low. The upcoming deal to acquire assets of Warner Bros. Discovery casts a lot of uncertainty on the business. 10 stocks we like better than Netflix › When Netflix (NASDAQ: NFLX) gave investors its latest financial update, there weren't really any surprises. The headline metrics, revenue and diluted earnings per share, were up strong double-digit percentages year over year in the fourth quarter (ended Dec. 31). The business has continued to operate at a very high level in recent years. But Netflix looks different from its old self. It's now collecting a sizable amount of ad revenue, which surged more than 150% to over $1.5 billion in 2025. Does this trend make Netflix the best stock to buy today with $2,000? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Management deserves credit for making a successful pivot It doesn't matter what industry is being discussed. Netflix's leadership team is one of the best. With a stock price that has skyrocketed nearly 21,000% in the past two decades, it's easy to give credit where it's due. However, executives have a history of making successful strategic moves, like launching internationally and investing in original content. The latest pivot came in November 2022, when the business finally introduced a cheaper ad-supported tier. This was a reversal of the prior intention. Reed Hastings, co-founder and previous longtime CEO, shut down the idea of displaying ads in 2020. Given that its competitors were already offering ad-based options, perhaps Netflix decided it was time to jump in the water. The decision might have been spurred by a rocky start in 2022, when Netflix's subscriber count shockingly shrank by 1.2 million in the first six months of the year. N...

格隆汇2月3日｜迪士尼：美国证券交易委员会文件显示，达马罗将获得价值2660万美元的长期激励奖励。

1月公开市场国债买卖的净投放规模相较上月有所增加，为1000亿元。 2月3日，中国人民银行公告称，为保持银行体系流动性充裕，中国人民银行2月4日将以固定数量、利率招标、多重价位中标方式开展8000亿元买断式逆回购操作，期限为3个月（91天）。 央行于同日公布的2026年1月中央银行各项工具流动性投放情况显示，公开市场国债买卖净投放1000亿元。 买断式逆回购加量续做 根据WIND统计数据显示，3个月期买断式逆回购2月到期7000亿元，这意味着2月4日央行操作后，将实现1000亿元净投放。 “这是2025年11月以来3个月期买断式逆回购首次加量续做。”东方金诚首席宏观分析师王青表示，着眼于应对潜在的流动性收紧态势，央行通过买断式逆回购向银行体系注入中期流动性，能够引导节前资金面处于较为稳定的充裕状态。 整体看，2月中长期流动性合计将到期15000亿元，其中3个月期、6个月期买断式逆回购到期规模分别为7000亿元、5000亿元，中期借贷便利（MLF）到期规模为3000亿元。 “2月仍然是银行信贷投放较为集中的月份，叠加春节之前取现因素影响，市场对流动性需求增加。”招联首席经济学家董希淼说。 基于此，董希淼预计，2月15日左右央行将开展6个月期买断式逆回购，预计为等量或加量续作，从而实现本月买断式逆回购净投放。2月25日左右，央行还将开展MLF操作，预计仍然等量或加量续作。央行通过买断式逆回购和MLF操作，连续多月向市场注入中短期流动性，有力地维护市场流动性充裕，保障岁末年初金融市场平稳运行，并进一步改善市场流动性的期限结构。 中信证券首席经济学家明明认为，往后看，2月资金面临跨节叠加现金扰动双重压力，预计后续6个月期买断式逆回购、MLF以及国债买入可能维持1月宽幅投放的操作方式。 国债买卖净投放规模上升 从2026年1月中央银行各项工具流动性投放情况看，1月央行通过多种政策工具，向市场投放流动性，期限覆盖从短期到长期。其中，公开市场国债买卖的净投放规模相较上月有所增加，为1000亿元。 明明表示，1月政府债供给相较于去年同期明显抬升，相应的央行公开市场国债买卖的规模扩张至1000亿元，债市情绪得以改善，收益率曲线有所下行。 “如此大规模流动性投放确实降低了短期内尤其是春节前实施全面降准的紧迫性和可能性。”董希淼称。 央行行长潘功胜此前表示，将完善短中长期搭配、有中国特色...

Taiwan Just Cut a Trade Deal With the US. Is that Good or Bad News? The Diplomat – Asia-Pacific Current Affairs Magazine

格隆汇2月3日｜据塔斯社，法国总统马克龙当地时间3日称，与俄罗斯总统普京的会谈准备工作正在进行中。“目前正在进行准备工作，有关此事的技术讨论也在持续进行中”，马克龙对记者说，此事也正同欧洲伙伴以及乌克兰总统泽连斯基进行磋商。

格隆汇2月3日｜在欧元区固定收益市场中，桑坦德企业及投资银行（Santander CIB）偏好前端收益率曲线陡峭化交易。具体而言，桑坦德CIB认为，押注两年期与五年期国债利差走阔的表现，应优于两年期与十年期收益率利差的陡峭化交易。其经济学家指出，欧元近期大幅升值，使市场重新关注汇率可能带来的通胀降温效应。不过他们表示：“需要欧元走势进一步延续（即走弱），才可能对市场对欧洲央行基准情景的预期产生实质性改变。”桑坦德CIB预计，欧洲央行将在周四维持利率不变，并继续坚持依赖数据的政策立场。

Amazon (NASDAQ:AMZN) just filed paperwork to cut another 2,200 corporate jobs in Seattle, marking the latest chapter in what’s becoming a systematic hollowing-out of its headquarters. The WARN notice with Washington’s Employment Security Department signals permanent cuts hitting the region where Amazon once symbolized tech’s gravitational pull. Here’s the tension: Amazon’s stock is up 7.27% ... Amazon Cuts Another 2,200 Jobs in Seattle as Headquarters Hollows Out

This article first appeared on GuruFocus. Strong earnings momentum from Palantir Technologies Inc. (NASDAQ:PLTR) helped reset risk sentiment across global markets, with technology stocks leading early gains. Palantir rose about 11% in premarket trading after delivering a stronger-than-expected sales outlook, lifting Nasdaq 100 futures by roughly 0.4% and pushing S&P 500 futures up around 0.2%. The positive tone spilled into Asia, where South Korea's Kospi logged its biggest advance since 2020 as Samsung Electronics jumped 11%. At the same time, dip-buyers returned to precious metals following last week's sharp pullback, with gold climbing more than 5% to move back above $4,900 an ounce and silver rallying more than 10% as the US dollar weakened. The broader move suggested that investors' appetite for risk may be stabilizing after the steep decline in metals late last week triggered a broader pullback across stocks and crypto. Optimism was supported by strong US manufacturing data, which added to the view that the economy could still be on relatively solid footing as earnings season progresses. Treasury yields edged higher, with the 10-year yield rising one basis point to 4.29%, while bitcoin remained under pressure, hovering near $78,000. Market participants have pointed to continued liquidity in financial assets, with capital potentially rotating across markets rather than exiting altogether. Investors are now shifting focus to the next slate of earnings, including results from Advanced Micro Devices Inc. (NASDAQ:AMD), following the favorable reaction to Palantir's report. Traders are watching whether AMD could be making progress in challenging Nvidia Corp.'s (NASDAQ:NVDA) position in artificial-intelligence accelerators as attention broadens beyond the Magnificent Seven, with AMD up more than 50% since October while Nvidia has remained largely flat. Elsewhere, PepsiCo Inc. (NASDAQ:PEP) reported better-than-expected fourth-quarter profit and announced a $10 billion...

Strong earnings momentum from Palantir Technologies Inc. PLTR helped reset risk sentiment across global markets, with technology stocks leading early gains. Palantir rose about 11% in premarket trading after delivering a stronger-than-expected sales outlook, lifting Nasdaq 100 futures by roughly 0.4% and pushing S&P 500 futures up around 0.2%. The positive tone spilled into Asia, where South Korea's Kospi logged its biggest advance since 2020 as Samsung Electronics jumped 11%. At the same time, dip-buyers returned to precious metals following last week's sharp pullback, with gold climbing more than 5% to move back above $4,900 an ounce and silver rallying more than 10% as the US dollar weakened. The broader move suggested that investors' appetite for risk may be stabilizing after the steep decline in metals late last week triggered a broader pullback across stocks and crypto. Optimism was supported by strong US manufacturing data, which added to the view that the economy could still be on relatively solid footing as earnings season progresses. Treasury yields edged higher, with the 10-year yield rising one basis point to 4.29%, while bitcoin remained under pressure, hovering near $78,000. Market participants have pointed to continued liquidity in financial assets, with capital potentially rotating across markets rather than exiting altogether. Investors are now shifting focus to the next slate of earnings, including results from Advanced Micro Devices Inc. AMD, following the favorable reaction to Palantir's report. Traders are watching whether AMD could be making progress in challenging Nvidia Corp.'s NVDA position in artificial-intelligence accelerators as attention broadens beyond the Magnificent Seven, with AMD up more than 50% since October while Nvidia has remained largely flat. Elsewhere, PepsiCo Inc. PEP reported better-than-expected fourth-quarter profit and announced a $10 billion share buyback, while Merck & Co. MRK issued a 2026 sales and profit outlook t...

Maris-Tech ( MTEK ) and Iron Brain Ltd said on Tuesday they are collaborating to integrate Iron Brain’s self-learning AI into Maris-Tech’s edge computing platforms The companies said the partnership will enable advanced AI capabilities on small and unmanned platforms and enhance AI performance for ground situational awareness and terrain dominance systems. The solution targets drones, armored vehicles, and other defense applications. MTEK +0.57% premarket to $1.75. Source: Press Release More on Maris-Tech Maris-Tech secures $2 million financing Seeking Alpha’s Quant Rating on Maris-Tech Financial information for Maris-Tech

Stephan Behnes/iStock via Getty Images By Bert Colijn, Chief Economist, Netherlands Tighter credit conditions for businesses and stagnant demand for loans related to fixed investment indicate that the expected improvement in eurozone investment is still primarily driven by public spending The ECB bank lending survey for the fourth quarter of 2025 suggests that continued moderate growth in bank lending is in the making despite a somewhat improving economic outlook for firms in both manufacturing and services. Banks tightened credit standards, which was in part due to the trade war and related uncertainty. This also worked the other way, as demand for loans by firms was also lower because of it. Clearly, the global trade environment continues to negatively impact economic activity, although the drag is not strong enough to bring the eurozone close to recession either. Loan demand by firms did increase somewhat, but mainly because of working capital and inventory needs. The sluggish demand for fixed investment loans suggests that any pickup in investment in the short run is likely to come more through public spending plans. Demand for housing loans continues to increase for the moment, while low consumer confidence is reducing demand for consumer credit. At the same time, credit standards for mortgages eased slightly. This indicates that bank lending to households has more potential for acceleration in the short run. For the ECB, today’s data doesn't reveal a particularly strong direction for where the transmission of monetary policy to lending is headed. A neutral interest rate seems to be met by a neutral lending response. So once again, another good reason for the ECB to stay put when it comes to its rate decision on Thursday. Content Disclaimer This publication has been prepared by ING solely for information purposes irrespective of a particular user's means, financial situation or investment objectives. The information does not constitute investment recommendation...