格隆汇2月2日｜据票务平台数据，电影《闪灵》上映4天，中国内地总票房破2000万元。

Key Points Dow and LyondellBasell are at multiyear lows. Both stocks have high yields, providing an incentive to hold them through this challenging period. Lower interest rates will make borrowing capital less expensive, potentially boosting demand from key end markets. 10 stocks we like better than Dow › 2025 was a year to forget for chemical giants Dow (NYSE: DOW) and LyondellBasell Industries (NYSE: LYB). Both stocks plummeted to multiyear lows. Coincidentally, they both fell by exactly 41.7%. 2026 is already looking a lot better for materials sector investors. Materials and energy are the best-performing stock market sectors in 2026. And Dow and LyondellBasell are both up over 15% year to date at the time of this writing. 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 » On top of that, Dow yields 5%, and LyondellBasell yields a staggering 10.9%. Here's why both chemical giants are excellent turnaround stocks to buy for passive income in 2026. The downturn drags on with more pain ahead Dow and LyondellBasell produce commodity chemicals used in packaging, industrial applications, consumer goods, additives, sealants, fluids, and lubricants. Key products such as polyethylene, polypropylene, and polyurethane are the building blocks of global manufacturing. The challenge is that supply has been outpacing demand due to intense competition from countries like China, as well as overcapacity and slowdowns in key end markets like consumer goods, automotive, and construction. As you can see in the following chart, these headwinds have taken a toll on Dow and LyondellBasell's earnings and margins, which are at multiyear lows. On its fourth-quarter 2025 earnings call from Jan. 29, Dow provided some useful insights into what to expect in the year ahead. Although the downturn is likely to drag on, Dow did cite a variety of positive factors, such as lower inte...

'Out Of Stock': As Lunar New Year Looms, AsiaPac Dip-Buyers Emerge In Gold "I came to buy because the price of gold dropped today," said Ng Beng Choo, a 70-something retiree who arrived early in the morning at the headquarters of Singapore 's United Overseas Bank (UOB) , the city-state's only bank offering physical gold products to retail investors. Bloomberg reports that clients and walk-in buyers crowded into a dedicated lounge for bullion transactions. Overnight, after an initial puke (catch-down) in precious metals, gold prices are bouncing back, as it appears retail investors are 'buying the dip' across AsiaPac. The extent to which Asian investors buy the dips will play a key role in determining the direction of the market from here. While the Shanghai benchmark price extended losses after the market opened, it was still trading at a premium over the international price . Over the weekend, buyers flocked to the country’s biggest bullion marketplace in Shenzhen to stock up on gold jewelry and bars ahead of the Chinese New Year. “The combination of heightened volatility and the proximity of the Lunar New Year will prompt traders to trim positions and reduce risk,” said Zijie Wu, an analyst at Jinrui Futures Co. At the same time - particularly in peak buying season - the pullback in prices is likely to support retail demand in China, he said. Rather than seek to sell, many retail investors appeared to be trying to buy the dip in gold , which fell to near $4,400 an ounce on Monday after Friday's seemingly more technical (ands spectacular) liquidation. “In my career it’s definitely the wildest that I have seen,” said Dominik Sperzel, the head of trading at Heraeus Precious Metals, a leading bullion refiner. “Parabolic,” “frenzied” and “untradeable” were all descriptions of the market on Friday, wrote Nicky Shiels, head of metals strategy at MKS PAMP SA. January 2026, she said, would go down as “the most volatile month in precious metals history.” But, "fundamental c...

Oracle (NYSE:ORCL) announced on Friday that it expects to raise $45 billion to $50 billion in cash this year through a balanced mix of debt and equity financing. The funds will support expansion of its Oracle Cloud Infrastructure (OCI) to deliver on massive contracted demand for AI and cloud capacity from key customers including Advanced ... Oracle’s Big $50 Billion Bet: Bold Bid for AI Leadership or Setup for Epic Collapse?

Here are the biggest calls on Wall Street on Monday: Goldman Sachs upgrades Futu Holdings to buy from neutral Goldman says the China wealth management company has a differentiated offering. "We upgrade FUTU to Buy from Neutral, with our revised 12m target price of US$213.39 implying 29% upside. Our upgrade reflects the positive capital market outlook from GS Asia and US strategists and a re-evaluation of FUTU's new client growth and turnover rate." Read more. Bank of America reiterates Nvidia as buy Bank of America says investors should by any weakness in shares of Nvidia. "Our $275 PO is based on 28x CY27E PE ex cash, within NVDA's historical 25x-56x forward year PE range, which we believe is justified by NVDA's leading share in fast-growing AI compute/networking markets, offset by lumpiness in global AI projects, cyclical gaming market, and concerns around access to power." Barclays upgrades Quest Diagnostics to overweight from equal weight Barclays says shares of the diagnostics company have plenty more room to run. "We upgrade DGX to OW and raise our PT to $210 ($195 prior)." HSBC downgrades Chevron to neutral from buy HSBC downgraded Chevron mainly on valuation. "Downgrade to Hold (from Buy) after strong YTD share price performance." Citi upgrades Teck Resources to buy from neutral Citi says it's bullish on a combination of Teck and Anglo American. "The proposed merger with Teck to form AngloTeck is transformative, creating a top-tier copper producer with an 80% copper earnings exposure." BTIG upgrades McDonald's to buy from neutral BTIG upgraded the stock after two years on the sidelines. "After two years on the sidelines, we are upgrading shares of McDonald's to Buy from Neutral as our franchise checks suggest changes to the value/promotions strategy is driving traffic growth on a consistent basis." Read more. Piper Sandler upgrades Liberty Energy to overweight from neutral Piper says it sees a "coming catalyst path" for the energy company. "After revisiting/...

成都锦江公安分局通报，刘某、巫某某等人已被采取刑事强制措施。2013年刘虎曾被北京警方以涉嫌诽谤罪立案，后检察机关作出不起诉决定，该案入选2015年度“中国十大传媒法事例” 【财新网】 知名媒体人刘虎被警方带走的消息，2月2日在社交媒体上流传。当日19时53分，成都市公安局锦江区分局发布通报证实该事。 通报称，近日，该局接成都市公安局指定管辖，依法对刘某（男，50岁）、巫某某（男，34岁）等人涉嫌诬告陷害罪和非法经营罪立案侦查。相关犯罪嫌疑人已被依法采取刑事强制措施。案件正在进一步侦办中。 财新从刘虎家属处获悉，通报中的刘某即刘虎，巫某某或指巫英蛟，他是刘虎近年创办的自媒体账号的合作作者之一。有律师提到，巫英蛟在2月1日晚间失联。财新于2月2日下午联系刘虎家属时，家属表示：“具体情况不清楚，我也在等消息。”

Palantir Technologies (NASDAQ:PLTR - Get Free Report) was upgraded by investment analysts at William Blair from a "market perform" rating to an "outperform" rating in a note issued to investors on Monday, Marketbeat reports. Get Palantir Technologies alerts: Sign Up Other equities analysts have also issued research reports about the company. Royal Bank Of Canada lifted their price target on Palantir Technologies from $45.00 to $50.00 and gave the company an "underperform" rating in a research note on Tuesday, November 4th. The Goldman Sachs Group lifted their target price on shares of Palantir Technologies from $141.00 to $188.00 and gave the stock a "neutral" rating in a research note on Tuesday, November 4th. Raymond James Financial reaffirmed a "market perform" rating on shares of Palantir Technologies in a report on Tuesday, November 4th. Wall Street Zen lowered Palantir Technologies from a "buy" rating to a "hold" rating in a research note on Friday, November 28th. Finally, Loop Capital cut their target price on Palantir Technologies from $230.00 to $220.00 and set a "buy" rating for the company in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, fourteen have issued a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat.com, Palantir Technologies has a consensus rating of "Hold" and an average price target of $185.89. Check Out Our Latest Stock Analysis on Palantir Technologies Palantir Technologies Trading Down 3.5% NASDAQ:PLTR opened at $146.59 on Monday. Palantir Technologies has a twelve month low of $66.12 and a twelve month high of $207.52. The company has a market cap of $349.39 billion, a PE ratio of 349.03, a P/E/G ratio of 3.69 and a beta of 1.64. The company's 50 day moving average is $176.13 and its two-hundred day moving average is $173.74. Palantir Technologies (NASDAQ:PLTR - Get Free Report) last posted its quarterly earnings...

财联社2月2日讯（记者 邹俊涛） 黄金市场近期波动加剧，财联社记者注意到， 银行 方面态度出现了矛盾且分化趋势。一方面行业近期普遍强化市场风险提示，另一方面“0费率”揽客战在行业中持续蔓延。 受访业内人士认为，这看似矛盾的行为，实则统一于银行在风险可控背景下，借黄金产品扩容财富管理业务、提升中收规模的战略逻辑。 财联社记者采访业内获悉，目前不少银行将发力黄金品类用于扩充财富管理业务矩阵。有银行甚至公开表示，2026年将着重发力黄金相关业务。 “0费率”揽客战蔓延，多家银行加入促销行列 受国际金银价格大幅波动影响，近期银行普遍加强 贵金属 业务风险管控，尤其是 工商银行 近期宣布积存金业务将“提高准入门槛+限额管理”。但与此同时，为提升客户参与度，行业“0费率”揽客战仍在持续蔓延。 财联社记者注意到，1月30日晚， 长沙银行 在微博平台打出“买黄金来长行”口号，宣布在2026年2月1日至3月31日期间，该行的个人积存金买入手续费进行全免。 今日下午，财联社记者以投资者身份咨询长沙银行官方客服具体情况。该行客服向记者确认，此前个人积存金买入、定期积存扣款手续费费率为0.5%，活动期间降至零，卖出费率则保持保持0.5%不变。 财联社记者注意到，长沙银行并非近期首家通过“0费率”手段为黄金业务揽客的银行。在此之前，工商银行等部分国有大行已率先宣布将个人积存金买入手续费降为“0费率”。 公开信息显示，1月20日，“工商银行 云南 分行”微信公众号宣布1月1日至3月31日期间个人用户购买工银积存金可享买入0元手续费；1月22日，“工商银行深圳分行”微信公众号宣布即日起至2026年3月31日个人用户购买工银积存金享买入0元手续费。 此外，1月8日， 南京银行 南京分行宣布1月1日至3月31日期间，该行积存金交易手续费享8折优惠。 风控与拓客并行，业内认为意在财富管理中收 针对近期银行黄金业务上“既提示风险又降价揽客”现象，某股份制银行人士今日对财联社记者表示，“黄金作为避险资产，在波动市中关注度提升，银行通过降费降低客户参与门槛，有利于提升客户黏性与资产规模。但同步强化风险提示，也是履行投资者适当性管理的必要举措。” 一位 券商 银行业分析师向财联社记者分析指出，银行发力黄金业务，尤其是积存金等产品，与其财富管理转型密切相关。 其指出，“黄金产品兼具投资与配置属性，能有效丰富财富...

Brazil’s Fictor Holding SA filed for bankruptcy protection less than three months after trying to buy Banco Master SA , as fallout spreads from the target bank’s liquidation in November. The filing in Sao Paulo involves Fictor’s holding company and a financing firm and seeks to restructure around 4 billion reais ($763 million) in debt, according to a company statement. It doesn’t include other companies in the group, such as Fictor Alimentos SA , which is listed on the Sao Paulo Stock Exchange. Most of the creditors are investors in Fictor’s products, the firm said. Fictor wants to block creditors from forcing it to pay for 180 days, but said it wants to pay them the full amount they’re due. Fictor is facing a “momentary liquidity crisis” caused by the liquidation of Banco Master, it said. The liquidation was ordered by Brazil’s central bank one day after Fictor announced it would lead a group of investors to buy Master in a 3 billion-real deal. The fallout from Master’s failure led to a reputational crisis that dried up Fictor’s liquidity, the company said. The firm shrank its structure and cut jobs since then to deal with the crisis, it added.

US companies criticized a plan by Poland’s Digital Affairs Ministry to implement a digital services tax , saying it would unfairly target some of the country’s biggest foreign investors. The draft legislation, whose public consultation period begins on Monday, seeks to introduce a levy of up to 3% on digital platforms that sell advertising, process user data or enable online sales. Donald Trump’s administration has threatened retaliation against European Union efforts to tax American tech companies, with the row growing into another trans-Atlantic flashpoint after a standoff on trade as well Greenland. The tax plan comes at a sensitive moment for Poland, a close US ally that relies on Washington’s security guarantees amid Russian aggression in eastern Europe. “This proposal ignores years of positive impact of US investors on the Polish economy, signaling a retreat from the trusted relationship that has seen American firms allocate $60 billion in assets in Poland,” Marta Pawlak, director for legal and public policy at lobby group the American Chamber of Commerce in Poland, said in a statement to Bloomberg. “This policy sends an alarming signal to American investors across all sectors.” German Finance Minister Lars Klingbeil called for tougher action against US digital platforms during a visit in Warsaw on Monday, arguing that these companies undermine democracy and harm European consumers. “We must rein in the power of the American platforms,” said Klingbeil. “We see monopolistic structures emerging that are not good for democratic discourse and not good for consumer protection.” Poland’s Finance Minister Andrzej Domanski said he discussed “various possible options at both the EU and national levels” with his German counterpart, adding that no decision has yet been taken in Poland. Not Discriminatory According to an analysis by the Digital Affairs Ministry, the levy would primarily affect Chinese e-commerce platforms, which have rapidly expanded sales in Poland. This...

Opening the trial, Paxton said Warren had not tried to get an exemption certificate for his dogs – Bear, Beauty and their eight puppies – despite being aware they were banned.

William Blair believes that Palantir 's recent pullback has made the stock more attractive ahead of its Tuesday earnings release. The investment bank upgraded the software analytics company to an outperform rating from market perform. Analyst Louie DiPalma's $200 per share price target implies upside of 36% from current levels. Shares of Palantir have plunged 29% since reaching a record in November, but remain 78% higher over the past 12 months. PLTR 1Y mountain PLTR 1Y chart DiPalma wrote that his upgrade follows Palantir's recent selloff and ahead of its earnings announcement. The company will report fourth-quarter earnings after the market closes on Monday, Feb. 2. "Although Palantir's valuation is still frothy, it appears more reasonable relative to recent venture rounds for companies tied to the AI ecosystem. Despite the momentum, Palantir shares have not been immune to the broader software vibe coding selloff," the analyst wrote. "In our view, the recent selloff creates a buying opportunity for Palantir as a leader in the AI supply chain." DiPalma shared that William Blair's proprietary government and commercial trackers indicate that Palantir's momentum has continued. With both the Trump administration and enterprises adding workflows, Palantir had an "astounding" September quarter and will likely report a "very strong" December quarter as well, DiPalma wrote. The analyst added that he expects a positive move post-earnings, although the reaction "will surely be volatile." "Even if shares decline post-earnings as they did last quarter, we expect shares to return to greater than $200 over the next 12 months as positive developments suggest the hyper-growth and margin expansion can continue," he added. Meanwhile, DiPalma expects Palantir's operating margin to increase to 65% from 50% over the next five years. He also forecasts Palantir will generate free cash flow of at least $7 billion in 2030, boosted by sustained revenue growth and continued margin expansion.

TLDR ARK Fintech Innovation ETF purchased 8,088 Amazon shares worth $1.93 million on January 30, ahead of February 5 earnings Wall Street forecasts Q4 earnings of $1.97 per share on $211.43 billion revenue, up 13% year-over-year AWS cloud services hit fastest growth rate since 2022, fueled by AI infrastructure spending Wedbush maintains $340 price target, indicating 42% upside based on cloud demand and capacity expansion Amazon wrapped up 30,000 job cuts to streamline operations and reduce bureaucracy Cathie Wood’s ARK Fintech Innovation ETF bought $1.93 million worth of Amazon stock on January 30. The purchase came just days before the company’s fourth-quarter earnings announcement scheduled for February 5. Amazon.com, Inc., AMZN The fund acquired 8,088 shares. The move signals confidence in Amazon’s business heading into earnings season. Analysts expect Amazon to report Q4 earnings of $1.97 per share, up from $1.86 in the prior year. Revenue is projected at $211.43 billion, representing 13% growth. AWS Drives Performance Amazon Web Services remains the growth driver. CEO Andy Jassy stated that cloud growth reached its fastest pace since 2022. Rising AI spending pushed demand higher. Companies are locking in cloud capacity and expanding workloads. The AWS backlog grew faster than Wall Street anticipated. Management plans to bring more capacity online throughout 2026. Amazon shares jumped nearly 10% after third-quarter results in October. The rally came from better-than-expected AWS performance. Wedbush analyst Scott Devitt maintained his buy rating with a $340 price target. That represents roughly 42% upside from current prices. The firm cited strong cloud demand, growing backlog, and upcoming capacity additions. The core retail business shows healthy trends. Advertising revenue keeps climbing steadily. Wedbush named Amazon its top e-commerce pick for 2026. Company Completes Restructuring Amazon confirmed 16,000 corporate job cuts on January 28. The layoffs complet...

MrIncredible/iStock via Getty Images Tesla trades at 200+ P/E with FQ4 earnings My last analysis on Tesla, Inc. ( TSLA ) stock was published on 12.18 under a title of “Tesla: Back To Accounting Basics”. The article focused on the role of two particular accounting items on its financials (stock-based compensation and carbon credit) and rated the stock as a buy. Since then, there have been quite a few new catalysts evolving around this storied stock. The remainder of this article I will focus on two issues that have developed since the recent release of its FQ4 2025 earnings report [ER]: the extreme P/E ratios and also the record CAPEX budgeted for 2026 (in excess of $20B). Judging by the stock price movement and analysis I’ve read after the ER, it seems to me that both issues have served as primary points of concern for TSLA investors. As such, in this article, I want to explain A) why its headline P/E ratio exaggerates its valuation risk because of the difference between accounting EPS and owner’s earnings, and B) why I am not too concerned about the record CAPEX in 2026 because it is likely to be a one-time large investment with incremental add-ons later. Let me start with the valuation issues. With the FQ4 ER, TSLA reported a quarterly EPS of $0.5 per share on a normalized basis, leading to a TTM P/E ratio of 257x, as seen in the first chart below. For FY 2026, the latest guidance points to an EPS growth of more than 26%. But even with this growth rate, the FWD P/E is still north of 200x. On a GAAP basis, the P/E ratios are even higher and are close to 400x as of TTM. Next, I will explain why these headline figures significantly exaggerate Tesla’s true valuation risk due to the disconnect between accounting earnings and true owner’s earnings. Seeking Alpha Seeking Alpha TSLA: disconnect between accounting P/E and owner’s P/E ratios A lesson I learned from past experiences (thanks to Warren Buffett) about high-growth stock is the distinction between accounting earn...

MrIncredible/iStock via Getty Images Tesla trades at 200+ P/E with FQ4 earnings My last analysis on Tesla, Inc. ( TSLA ) stock was published on 12.18 under a title of “Tesla: Back To Accounting Basics”. The article focused on the role of two particular accounting items on its financials (stock-based compensation and carbon credit) and rated the stock as a buy. Since then, there have been quite a few new catalysts evolving around this storied stock. The remainder of this article I will focus on two issues that have developed since the recent release of its FQ4 2025 earnings report [ER]: the extreme P/E ratios and also the record CAPEX budgeted for 2026 (in excess of $20B). Judging by the stock price movement and analysis I’ve read after the ER, it seems to me that both issues have served as primary points of concern for TSLA investors. As such, in this article, I want to explain A) why its headline P/E ratio exaggerates its valuation risk because of the difference between accounting EPS and owner’s earnings, and B) why I am not too concerned about the record CAPEX in 2026 because it is likely to be a one-time large investment with incremental add-ons later. Let me start with the valuation issues. With the FQ4 ER, TSLA reported a quarterly EPS of $0.5 per share on a normalized basis, leading to a TTM P/E ratio of 257x, as seen in the first chart below. For FY 2026, the latest guidance points to an EPS growth of more than 26%. But even with this growth rate, the FWD P/E is still north of 200x. On a GAAP basis, the P/E ratios are even higher and are close to 400x as of TTM. Next, I will explain why these headline figures significantly exaggerate Tesla’s true valuation risk due to the disconnect between accounting earnings and true owner’s earnings. Seeking Alpha Seeking Alpha TSLA: disconnect between accounting P/E and owner’s P/E ratios A lesson I learned from past experiences (thanks to Warren Buffett) about high-growth stock is the distinction between accounting earn...

The average pay gap between friends and partners has increased to £32,000, according to research by Nationwide. · SouthWorks via Getty Images A fifth of Britons would consider ending a friendship or romantic relationship over a difference in salary, a survey has found. Nationwide said that its research, published on Monday, found that the average pay gap between friends and partners had increased to £32,000. Half of the 2,000 UK adults surveyed by Censuswide, on behalf of Nationwide, said that they felt money was too private to discuss. Nearly a quarter (23%) said that they avoided these conversations out of fear of judgement or criticism and 7% said that they had lied about their income. Nearly a fifth (19%) said that they had experienced a clash in attitudes towards spending and saving. More than two-fifths (42%) said that they had experienced consequences – such as stress, feelings of resentment or a shift in a relationship's power dynamic – after raising an issue around money. Read more: Were you a winner in the February 2026 premium bonds draw? At the same time, a third said that openly discussing finances had strengthened their relationship. Psychotherapist Kamalyn Kaur said: "Open financial conversations are not about comparing salaries, they are about aligning values, setting realistic expectations, respecting boundaries, and protecting emotional wellbeing on both sides." "Money conversations can be emotionally loaded, making it difficult to openly talk about finances," he said. "People fear judgment, criticism or conflict – especially if they carry feelings of anxiety, not being ‘enough’, or concerns of being perceived as privileged, burdensome or irresponsible." Would you end a friendship or romantic relationship over a difference in salary? Vote in the poll below. Yahoo UK's poll of the week lets you vote and indicate your strength of feeling on one of the week's hot topics. After the poll closes, we'll publish and analyse the results each Friday, giving ...

The flight to safety that defined the final quarter of 2025 and persisted into January saw some relief over the past week as the market looked forward to the Magnificent Seven reporting earnings. Investors—hopeful for a rebound after a year in which just two of the Mag 7 outperformed the S&P 500—were looking for any indication that last year’s elevated AI spending would start to bear fruit in the form of notable earnings growth. Those two—Alphabet (NASDAQ: GOOGL) and NVIDIA (NASDAQ: NVDA)—do not report until Feb. 4 and Feb. 25, respectively. But the cohort got underway on Wednesday, Jan. 28, with Meta Platforms (NASDAQ: META), Microsoft (NASDAQ: MSFT), and Tesla (NASDAQ: TSLA) reporting, and Apple (NASDAQ: AAPL) following on Thursday. Amazon (NASDAQ: AMZN) reports Feb. 5. And while the results have been mixed, the mega-cap giants of the tech and communication services sectors have provided plenty of clues about what shareholders can expect in the year ahead. Microsoft Careens After Tempered Azure Guidance Shares of the Bill Gates- and Paul Allen-founded firm fell off a cliff on Wednesday, sliding nearly 9% in after-hours trading amid tempered top-line expectations for their cloud computing business segment, Azure. Microsoft, the first of the group to report, beat on earnings and revenue when the company announced its Q2 fiscal year 2026 (FY2026) financials. EPS of $4.14 surpassed expectations of $3.86, while revenue of $81.27 surpassed expectations of $80.28 billion. During the company’s earnings call, CEO Satya Nadella said, “Microsoft Cloud surpassed $50 billion in revenue for the first time, up 26% year-over-year.” Azure in particular saw quarterly growth of nearly 40%, but the company is forecasting that figure to fall between 37% and 38% in Q3. Investors reacted negatively to that, despite guidance representing just a 2% to 3% reduction from Q2. More importantly, concerns about ongoing spending also soured sentiment. Microsoft’s AI ambitions led to $37.5 billio...

Broadcom is growing faster than AI star Nvidia While most of the investing attention in the artificial intelligence (AI) realm is directed toward Nvidia (NVDA 0.72%), Broadcom (AVGO +0.15%) is starting to gain momentum. Both companies are competing in the AI computing unit field, but Broadcom's product represents the next iteration that could really take off over the next few years. But is it worth a $1,000 investment right now? Broadcom's approach to AI computing is specialized Nvidia makes graphics processing units (GPUs), which can be deployed in many applications beyond AI, like cryptocurrency mining or drug discovery. Broadcom is taking a more direct approach and designing a custom AI chip for each of its clients. So, any company that has partnered with Broadcom is getting an application-specific integrated circuit (ASIC) chip suited directly for its workload. This means that a chip designed for Google won't look the same as one for OpenAI; however, each company benefits because their interests are being tailored to. Expand NASDAQ : AVGO Broadcom Today's Change ( 0.15 %) $ 0.49 Current Price $ 331.22 Key Data Points Market Cap $1.6T Day's Range $ 328.34 - $ 338.11 52wk Range $ 138.10 - $ 414.61 Volume 2.8K Avg Vol 30M Gross Margin 64.71 % Dividend Yield 0.73 % Furthermore, by partnering with Broadcom, companies don't have to pay a high premium for its services as they do with Nvidia. Nvidia's profit margin tops 50%, so more than half of the cost of an Nvidia GPU goes to its bottom line. AI hyperscalers are well aware of this, and getting a cheaper alternative through Broadcom that can provide comparable results is the way the market is shifting. In the first quarter, Broadcom expects its AI semiconductor division to double year over year. For reference, Nvidia's data center division, which encompasses most of its AI hardware, saw revenue growth of 66%. While Nvidia's growth is impressive, Broadcom's is better. This shows the direction that the industry is heade...

Key Points Broadcom is partnering directly with AI hyperscalers to design AI computing units. Broadcom's stock is a bit expensive, but worth the price. 10 stocks we like better than Broadcom › While most of the investing attention in the artificial intelligence (AI) realm is directed toward Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO) is starting to gain momentum. Both companies are competing in the AI computing unit field, but Broadcom's product represents the next iteration that could really take off over the next few years. But is it worth a $1,000 investment right now? 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 » Broadcom's approach to AI computing is specialized Nvidia makes graphics processing units (GPUs), which can be deployed in many applications beyond AI, like cryptocurrency mining or drug discovery. Broadcom is taking a more direct approach and designing a custom AI chip for each of its clients. So, any company that has partnered with Broadcom is getting an application-specific integrated circuit (ASIC) chip suited directly for its workload. This means that a chip designed for Google won't look the same as one for OpenAI; however, each company benefits because their interests are being tailored to. Furthermore, by partnering with Broadcom, companies don't have to pay a high premium for its services as they do with Nvidia. Nvidia's profit margin tops 50%, so more than half of the cost of an Nvidia GPU goes to its bottom line. AI hyperscalers are well aware of this, and getting a cheaper alternative through Broadcom that can provide comparable results is the way the market is shifting. In the first quarter, Broadcom expects its AI semiconductor division to double year over year. For reference, Nvidia's data center division, which encompasses most of its AI hardware, saw revenue growth of 66%. While Nvidia's growth is impressive, Br...

William Blair upgrades Palantir stock rating to Outperform on AI momentum Investing.com

After a wild but winning January, stock-market bulls have little to complain about but plenty to cogitate over. The S & P 500's 1.4% gain in the month annualizes to an 18% advance, which would mean a fourth straight year of superior returns (if things even remotely worked in such a linear progression). The index never fell more than 3% from a record high, the median large-cap stock more than doubled the S & P's gain. The Citi U.S. Economic Surprise Index, which tracks how macro data are running against forecasts, is close to a two-year high. Earnings growth is doing what's become the usual thing: blasting through consensus bogeys to reach low-double-digits, while blended S & P 500 profit margins are pacing at record levels, according to FactSet. Corporate-debt spreads remain blissfully snug against Treasury yields. All of that confers bragging rights on the equity optimists and those subscribing to the popular view that upside impetus would shift from tech to cyclical groups. For a broadly positive start to a year, though, there are a striking number of caveats, extremes and oddities for skeptics to invoke. At the headline-index level, the S & P 500's January closing level was reached on the third trading day of the month, with sideways chop and a brief intraday sniff above the 7000 threshold along the way. In fact, the S & P is around flat since just before Halloween, restrained by persistent pressure on the majority of the Magnificent 7 tier. Is there any significance to the index stalling for a few months just as it's doubled from the trough of the 2022 bear market (when the intraday low was 3491)? .SPX 6M mountain S & P 500, 6 months Beyond a rangebound large-cap benchmark, the erratic flows rushing through precious metals and memory-chip stocks, the flailing action in bitcoin and twitchy behavior in currency markets threaten to spread uneasy vibrations into so-far steady equity and Treasury markets. Silver and Sandisk Friday's mini-crash in silver and sharp pul...

Peter Mandelson has resigned from the Labour party over his links to the convicted child sex offender Jeffrey Epstein. Here’s how the depth of their relationship – both before and after Epstein’s conviction for sexual crimes – has come to light. The money There are at least two occasions on which it is alleged Epstein handed large sums of money to Lord Mandelson or his husband. Mandelson directly referenced one of the claims when announcing his resignation from the Labour party. Bank statements held among the Epstein files released by the US Department of Justice appear to show that in 2003 to 2004 the disgraced financier paid a total of $75,000 (£54,750) into bank accounts of which Mandelson – then a Labour MP – was believed to be a beneficiary. The former cabinet minister had already come under pressure over the second allegation that his husband, Reinaldo Avila da Silva, had received £10,000 from Epstein about two months after the registered sex offender was released from prison in 2009. Epstein had served 13 months of an 18-month sentence for soliciting prostitution from a minor. The files suggest the money was to fund an osteopathy course and other expenses. Writing to Hollie Ridley, the general secretary of the Labour party, Mandelson said: “Allegations which I believe to be false that he made financial payments to me 20 years ago, and of which I have no record or recollection, need investigating by me. While doing this, I do not wish to cause further embarrassment to the Labour party and I am therefore stepping down from membership of the party.” The influence The files also show evidence Mandelson advised Epstein on how the investment bank JP Morgan might lobby the government – of which he was a part – on plans for a tax on bankers’ bonuses. Among the documents is a chain of emails between Epstein and Mandelson, in which the former asks if the new tax might only apply to the cash portion of bonuses. “Trying hard to amend,” Mandelson wrote back on 15 December...

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