Zoom and Microsoft are among those companies that could lose business as Europe seeks tech sovereignty, says Matthew Tuttle

Both companies just reported impressive revenue and earnings gains. It's business as usual for the two leading forces in the global payments landscape. Visa (V 3.00%) reported year-over-year revenue growth of 15% in Q1 2026 (ended Dec. 31), with diluted earnings per share (EPS) up 17%. Meanwhile, Mastercard (MA 0.91%) had a better showing. Its top line in Q4 2025 (ended Dec. 31) increased by 18%. And diluted EPS soared 24%. Between these two financial stocks, which one will make you richer over the long term? Two high-quality companies Expand NYSE : V Visa Today's Change ( -3.00 %) $ -9.97 Current Price $ 321.83 Key Data Points Market Cap $615B Day's Range $ 321.60 - $ 333.00 52wk Range $ 299.00 - $ 375.51 Volume 14K Avg Vol 7.1M Gross Margin 78.02 % Dividend Yield 0.76 % Both Visa and Mastercard possess powerful network effects, supported by incredible adoption of their branded cards among consumers and due to strong acceptance by merchants. They're also incredibly profitable. Because it's a smaller business, Mastercard naturally has a bigger growth opportunity. Assuming that one day in the future, its market share starts to approach Visa's, Mastercard's revenue and earnings are in position to expand at a faster clip than its larger peer. Expand NYSE : MA Mastercard Today's Change ( -0.91 %) $ -4.94 Current Price $ 538.79 Key Data Points Market Cap $484B Day's Range $ 535.23 - $ 543.76 52wk Range $ 465.59 - $ 601.77 Volume 5.8K Avg Vol 3.2M Gross Margin 96.58 % Dividend Yield 0.58 % Investors can own both Neither of these stocks provides investors with a good value opportunity. Visa and Mastercard trade at price-to-earnings ratios of 32.8 and 34.8, respectively. These multiples have come down in the past several months, but they don't give a margin of safety. Mastercard's growth potential is greater, but it's also a more expensive stock. Investors who are willing to look past valuation ratios and that want to own these successful companies could simply just buy bot...

【热点导读】 第三代特斯拉人形机器人即将亮相，机构称机器人能力的提升将带来需求端的爆发 北京经济技术开发区印发加快建设全域人工智能之城的实施方案 AI超算带火变压器！国产“电力心脏”全球爆单：订单排到2027年 腾讯元宝登顶苹果商店免费榜 脑机接口行业迎来“技术突破向商业化跃迁”的关键节点 太空储能核心任务正从基础供电转向轨道AI数据中心持续供能等高阶需求 海内外科技公司加码研发，技术突破下AI眼镜快速放量 【主题详情】 第三代特斯拉人形机器人即将亮相，机构称机器人能力的提升将带来需求端的爆发 特斯拉官方微博宣布，第三代特斯拉人形机器人即将亮相，预计年产百万台。记者从特斯拉内部人士处获悉，美国弗里蒙特工厂的Model S/X生产线将改为人形机器人产线，预计2026年底前启动量产，最终规划年产能为100万台。因为特斯拉人形机器人拥有完全独立的供应链，所有部件均基于第一性原理设计，其量产爬坡期预计比汽车产品更长。 1月29日，马斯克在2025业绩交流会上表示，第三代Optimus预计数月内推出，定位为通用型人形机器人，可通过观察、语言和视频学习任务。机器人在灵巧手、现实场景智能和规模化制造三大核心能力上具备系统性优势。国信证券研报指出，马斯克对机器人产业进展的预期表明机器人的安全性和功能范围将在2年内实现极大程度提升，机器人能力的提升也将带来需求端的爆发；持续看好人形机器人的长期投资机会。 上市公司中， 三花智控 已对机器人机电执行器方面展开持续研究和开发工作，已与客户建立合作具备先发优势。 五洲新春 在具身智能机器人领域，公司深入了解市场需求趋势和客户要求，结合自身的技术特点，将具身智能机器人行星滚柱丝杆列为重点研发产品，已陆续开发出灵巧手微型丝杠、线性执行器行星滚柱丝杠等新产品。 北京经济技术开发区印发加快建设全域人工智能之城的实施方案 据媒体报道，北京经济技术开发区管理委员会印发《关于进一步加快建设全域人工智能之城的实施方案（2026—2027年）》。其中提到，构建模力方舟开源协作生态。优化社区开发者工具体系，提供代码托管、高效开发套件、智能运维栈等关键基础设施，降低贡献门槛，提升协作效率。支持开源大模型和工具链入驻，为创新项目提供种子算力包与技术支持，培育旗舰级开源项目。构建无界协作体系，集成项目孵化、算力支持、资金对接及交流协作于一体的全链条服务，加速项目成长...

The partnership intended for Nvidia to serve as OpenAI’s main provider of computing and networking solutions. Credit: Robert Way/Shutterstock.com. Nvidia’s proposed investment of up to $100bn in OpenAI has stalled, according to a report by The Wall Street Journal. Sources familiar with the matter said internal concerns at Nvidia have led the company and OpenAI to reconsider the future structure of their partnership. Ongoing discussions now involve a potential equity investment in the tens of billions as part of OpenAI’s latest funding round, rather than the larger sum initially announced. Nvidia had outlined plans for the substantial investment last September, aiming to support OpenAI’s acquisition of advanced chips and bolster its capacity to train and operate new AI models. The arrangement would have positioned Nvidia as a key supplier for OpenAI’s data centre infrastructure as it seeks to maintain its position in an increasingly competitive sector. The report noted that Nvidia CEO Jensen Huang has described the original $100bn commitment as non-binding and not finalised. GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence Huang has also raised issues regarding OpenAI’s business practices and expressed concerns about heightened competition from other technology firms, including Google and Anthropic. Meanwhile, other major players are seeking partnerships with OpenAI. Amazon is reportedly negotiating an investment that could reach $50bn, while SoftBank Group is also pursuing closer ties. OpenAI is currently engaged in efforts to raise up to $100bn in funding, which would give it an estimated valuation of around $830bn. The ChatGPT developer continues significant spending on data centres as it expands its AI capabilities. The original agreement between Nvidia and OpenAI invol...

Aptiv press release ( APTV ): Q4 Non-GAAP EPS of $1.86 in-line. Revenue of $5.2B (+5% Y/Y) beats by $90M . FY26 revenue consensus of $21.19B, EPS consensus of $8.49 The Company’s full year 2026 financial guidance is as follows: (in millions, except per share amounts) Total Aptiv New Aptiv(Pro Forma) Versigent(Pro Forma) Net sales $21,120 - $21,820 $12,800 - $13,200 $9,100 - $9,400 U.S. GAAP net income $1,235 - $1,365 $830 - $910 $315 - $375 U.S. GAAP net income margin 6.1% 6.7% 3.7% Adjusted EBITDA $3,385 - $3,585 $2,360 - $2,480 $950 - $1,030 Adjusted EBITDA margin 16.2% 18.6% 10.7% U.S. GAAP diluted net income per share $5.75 - $6.35 $3.85 - $4.25 Adjusted net income per share $8.15 - $8.75 $5.70 - $6.10 Cash flow from operations $1,315 - $1,515 $440 - $540 Free cash flow $650 - $850 $200 - $300 U.S. GAAP effective tax rate ~20.5% ~18.5% Adjusted effective tax rate ~20.5% ~18.5% Click to enlarge The Company’s first quarter 2026 financial guidance is as follows: (in millions, except per share amounts) Total Aptiv Net sales $4,950 - $5,150 U.S. GAAP net income $130 - $170 U.S. GAAP net income margin 3.0% Adjusted EBITDA $715 - $765 Adjusted EBITDA margin 14.7% U.S. GAAP diluted net income per share $0.60 - $0.80 Adjusted net income per share $1.55 - $1.75 U.S. GAAP effective tax rate ~22.0% Adjusted effective tax rate ~20.5% Click to enlarge More on Aptiv Aptiv: Positive On Non-Automotive Diversification And Good Risk Management Aptiv PLC (APTV) Presents at UBS Global Industrials and Transportation Conference Transcript Aptiv PLC (APTV) Analyst/Investor Day Transcript Aptiv Q4 2025 Earnings Preview Detroit's Big 3 face less Chinese competition, relaxed emission restrictions -- Piper Sandler

近日，京东（JD）旗下七鲜小厨成为北京市首家正式备案的线上专供养老助餐点，部分门店同步上线“长辈专区”，为老年人提供更加健康、便捷的用餐新选择。北京市东城区龙潭街道也以京东（JD）七鲜小厨全国首店为载体，创新打造“线上点餐—线下配送—金融支付”全链条养老助餐服务，构建“15分钟养老助餐服务圈”。(新浪财经)

小米集團-W(01810)2月2日斥資2.09億港元回購600萬股 提供者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

In recent trading, shares of Colgate-Palmolive Co. (Symbol: CL) have crossed above the average analyst 12-month target price of $81.18, changing hands for $81.43/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 11 different analyst targets within the Zacks coverage universe contributing to that average for Colgate-Palmolive Co., but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $71.00. And then on the other side of the spectrum one analyst has a target as high as $87.00. The standard deviation is $4.308. But the whole reason to look at the average CL price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with CL crossing above that average target price of $81.18/share, investors in CL have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $81.18 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Colgate-Palmolive Co.: Recent CL Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 3 2 2 2 Buy ratings: 0 0 0 0 Hold ratings: 11 10 10 10 Sell ratings: 0 0 0 0 Strong sell ratings: 0 0 0 0 Average rating: 2.57 2.67 2.67 2.67 The average rating presented i...

金埔园林公告，股东苏州新区高新技术产业股份有限公司通过集中竞价于2026-1-22至2026-2-2减持147.88万股，减持均价9.49元/股，占公司总股本0.8%，减持来源为公司首次公开发行前已发行股份，减持完成后其持股数量降至0股，占比0%。

In recent trading, shares of Deckers Outdoor Corp. (Symbol: DECK) have crossed above the average analyst 12-month target price of $538.43, changing hands for $540.85/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 14 different analyst targets within the Zacks coverage universe contributing to that average for Deckers Outdoor Corp., but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $395.00. And then on the other side of the spectrum one analyst has a target as high as $613.00. The standard deviation is $55.309. But the whole reason to look at the average DECK price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with DECK crossing above that average target price of $538.43/share, investors in DECK have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $538.43 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Deckers Outdoor Corp.: Recent DECK Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 11 11 11 11 Buy ratings: 1 0 0 0 Hold ratings: 2 2 2 2 Sell ratings: 0 0 0 0 Strong sell ratings: 0 0 0 0 Average rating: 1.36 1.31 1.31 1.31 The average r...

Drivers can now compare the cost of fuel offered by all petrol stations across the UK as part of a government scheme to help people to shop around for the best price.

In recent trading, shares of Merchants Bancorp (Indiana) (Symbol: MBIN) have crossed above the average analyst 12-month target price of $41.33, changing hands for $41.46/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 3 different analyst targets within the Zacks coverage universe contributing to that average for Merchants Bancorp (Indiana), but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $38.00. And then on the other side of the spectrum one analyst has a target as high as $46.00. The standard deviation is $4.163. But the whole reason to look at the average MBIN price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with MBIN crossing above that average target price of $41.33/share, investors in MBIN have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $41.33 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Merchants Bancorp (Indiana): Recent MBIN Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 1 1 1 1 Buy ratings: 1 1 1 1 Hold ratings: 2 2 2 2 Sell ratings: 0 0 0 0 Strong sell ratings: 0 0 0 0 Average rating: 2.25 2.25 2.25 2.25 The ave...

In this article GOOGL NVDA Follow your favorite stocks CREATE FREE ACCOUNT Nvidia President and CEO Jensen Huang speaks to the media as he arrives for a meeting with the Senate Banking Committee on Capitol Hill on December 3, 2025 in Washington, DC. Anna Moneymaker | Getty Images Nvidia's stock fell in premarket trading Monday after reports emerged that the chipmaker's plans to invest $100 billion into OpenAI were stalled. The semiconductor giant's shares was down 1.8% as of 6:30 a.m. ET. Company insiders said there was uncertainty about a deal between Nvidia and OpenAI, according to a Wall Street Journal on Friday, citing people familiar with the matter. Nvidia announced an agreement with OpenAI in September to build at least 10 gigawatts of computing power for OpenAI, as well as an investment of up to $100 billion. However, Huang had said to industry associates late last year that the $100 billion investment was non-binding and not finalized . The longtime CEO also criticized a lack of discipline in OpenAI's business strategy and shared concerns about competition from firms like Alphabet's Google and Anthropic, according to WSJ's report. Stock Chart Icon Stock chart icon Nvidia shares year-to-date Over the weekend, Huang denied any claims he was unhappy with OpenAI, calling it "nonsense," but reiterated that the investment won't be over $100 billion. "We are going to make a huge investment in OpenAI. I believe in OpenAI, the work that they do is incredible, they are one of the most consequential companies of our time, and I really love working with Sam," he said regarding OpenAI's CEO, Sam Altman . "Sam is closing the round (of investment), and we will absolutely be involved," Huang added in comments reported by Bloomberg. "We will invest ‍a great deal of money, probably the largest investment we've ever made." Why the stock dropped Sarah Kunst, managing director at Cleo Capital, told CNBC's "Worldwide Exchange" on Monday that a cause for concern was uncertainty o...

In recent trading, shares of AXT Inc (Symbol: AXTI) have crossed above the average analyst 12-month target price of $18.12, changing hands for $18.54/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 4 different analyst targets within the Zacks coverage universe contributing to that average for AXT Inc, but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $8.50. And then on the other side of the spectrum one analyst has a target as high as $26.00. The standard deviation is $7.261. But the whole reason to look at the average AXTI price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with AXTI crossing above that average target price of $18.12/share, investors in AXTI have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $18.12 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover AXT Inc: Recent AXTI Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 3 4 4 4 Buy ratings: 0 1 1 1 Hold ratings: 3 1 1 1 Sell ratings: 0 0 0 0 Strong sell ratings: 0 0 0 0 Average rating: 2.0 1.5 1.5 1.5 The average rating presented in the last row of the above table above is...

In recent trading, shares of PHINIA Inc (Symbol: PHIN) have crossed above the average analyst 12-month target price of $48.80, changing hands for $48.95/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 5 different analyst targets within the Zacks coverage universe contributing to that average for PHINIA Inc, but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $45.00. And then on the other side of the spectrum one analyst has a target as high as $55.00. The standard deviation is $4.438. But the whole reason to look at the average PHIN price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with PHIN crossing above that average target price of $48.80/share, investors in PHIN have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $48.80 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover PHINIA Inc: Recent PHIN Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 2 2 2 3 Buy ratings: 0 0 1 1 Hold ratings: 3 3 3 2 Sell ratings: 0 0 0 0 Strong sell ratings: 0 0 0 0 Average rating: 2.2 2.2 2.17 1.83 The average rating presented in the last row of the above ta...

In recent trading, shares of Modine Manufacturing Co (Symbol: MOD) have crossed above the average analyst 12-month target price of $37.60, changing hands for $37.69/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 5 different analyst targets within the Zacks coverage universe contributing to that average for Modine Manufacturing Co, but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $31.00. And then on the other side of the spectrum one analyst has a target as high as $43.00. The standard deviation is $4.929. But the whole reason to look at the average MOD price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with MOD crossing above that average target price of $37.60/share, investors in MOD have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $37.60 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Modine Manufacturing Co: Recent MOD Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 4 4 2 2 Buy ratings: 0 0 0 0 Hold ratings: 0 0 0 0 Sell ratings: 0 0 0 0 Strong sell ratings: 0 0 0 0 Average rating: 1.0 1.0 1.0 1.0 The average rating presented...

甲骨文 宣布计划今年募资 450 亿至 500 亿美元用于扩建云基础设施，此举引发投资者对公司债务规模攀升的担忧，其股价在周一盘前交易中下跌约 4%。 这家由亿万富翁拉里・埃里森担任董事长的软件企业表示，本次募资旨在扩充云服务产能，以满足超威半导体、元宇宙平台公司、英伟达、OpenAI、抖音、xAI 等核心客户的合同需求。 尽管科技企业对人工智能相关投入的潜在回报尚不明确，但仍在持续扩大产能，投资者则担忧整个科技行业人工智能相关支出的激增能否带来持续性的需求。 AJ 贝尔投资总监拉斯・莫尔德表示：“市场认为，甲骨文的发展前景如今与 OpenAI 深度绑定，加之公司计划 2026 年募资至多 500 亿美元用于投资，市场对这一局面的担忧短期内恐难消散。” 甲骨文表示，此次募资目标将通过股权和债务近乎等额的方式完成，包括发行股权关联证券、普通股，推出规模至多 200 亿美元的新股随卖发行计划，同时计划明年初发行高级无担保债券。 伯恩斯坦分析师指出，这种股债结合的募资方式将有助于维持甲骨文的投资级信用评级，同时降低未来融资在时间和成本方面的不确定性。 今年 1 月甲骨文刚遭遇债券持有人诉讼，且去年其信用违约互换成本大幅飙升，目前公司正面临市场的高度关注。 去年 12 月，甲骨文的债务违约保险成本飙升至至少五年来的最高水平。 杰富瑞分析师认为，该融资计划为甲骨文的人工智能发展愿景 “赢得了时间”，但同时警告，这在短期内可能会拖累公司利润率，且甲骨文的自由现金流预计要到 2029 财年才有望转正。 责任编辑：郭明煜

Key Points IonQ has struggled recently, although may draw investors with its lower valuation. D-Wave Quantum made gains of nearly 400% over the last year. 10 stocks we like better than IonQ › Both IonQ (NYSE: IONQ) and D-Wave Quantum (NYSE: QBTS) are artificial intelligence (AI) stocks trying to stand out in the quantum computing field. Despite their relatively smaller sizes, both companies have made commercially related breakthroughs in quantum computing, making it worthwhile to compare the two companies. Investors should also keep in mind that they seek to carve a niche in their fields from quantum computing giants such as Google parent Alphabet or IBM. As they work to stand out in their potentially lucrative but competitive industries, one may stand out as a more suitable holding for most investors. 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 » The case for IonQ IonQ calls itself the "world's leading quantum computing company" and appears to back up that claim with breakthroughs such as electronic qubit control systems. IonQ achieved record-breaking "two-qubit gate fidelity," helping it run quantum algorithms with higher complexity while limiting error rates. High error rates have plagued this industry, so such improvements can translate into a competitive advantage. Moreover, quantum computing has begun as more of a research tool. However, IonQ's hardware has become more prevalent in working to solve problems for companies. To that end, companies ranging from Microsoft to AstraZeneca work with IonQ. Financially speaking, IonQ continues to run net losses, though that is not unique to other smaller AI-related companies. Not surprisingly, it also reported a negative free cash flow of $216 million in the first nine months of 2025. To that end, it diluted its shares recently, taking the number of shares higher by 59% over the last year. That likely led to both increases and decli...

International stocks have lagged the S&P 500 for years, but that's starting to change. Here's one Vanguard ETF that you should target to profit from this shift. For the past few years (and probably longer than that), investors have focused on one theme for their portfolios: large-cap tech. As interest rates fell, trillions of dollars of liquidity flooded the market, and the artificial intelligence (AI) trade took root, many people have made tech the cornerstone of their portfolios. Last year marked a shift. For the first time since 2020, emerging markets outperformed the S&P 500 (^GSPC 0.43%) on a total return basis. The U.S. market still performed well, but it was an indication that investors began looking to international and value stocks for returns. That trend has continued in 2026. International stocks are still outperforming, and a broader market rotation seems to be taking place. This is important because historically, when the market shifts from U.S. leadership to international leadership, it's a trend change that can last for years. U.S./international stock outperformance tends to run in multiyear cycles Although there is certainly some variance in which of these two groups outperforms in any given year, a study by the Hartford Funds finds that there are very lengthy periods of leadership by one group or the other when looking at trailing-five-year returns. The average cycle length going back to 1975 is just over eight years, but leadership has been very one-sided since the end of the financial crisis. Time Period Leader Approx. Length in Years 1975-1982 International 7 years 1982-1986 U.S. 4 years 1986-1991 International 5 years 1991-2002 U.S. 11 years 2002-2010 International 8 years 2010-present U.S. 15 years Looking at trailing-five-year returns, the U.S. has been outperforming international stocks for the past 15 years. Even after last year's win for developed ex-U.S. and emerging markets stocks, the S&P 500 still holds the lead, but it's definitely beg...

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格隆汇2月2日丨迪士尼第一季度营收259.8亿美元，预估256.9亿美元，同比增长5%；第一季度调整后每股收益1.63美元，预估1.56美元；经调整每股收益为1.63美元，同比减少7%。

Strategist Mike Wilson believes Warsh will serve as a credibility anchor for the current government’s monetary policy.

Lori Calvasina, head of US equity strategies at RBC Capital Markets, sees the current earnings season as “slightly squishy,” and says the top 10 market cap names are “pretty much priced for perfection.” (Source: Bloomberg)

At the time of his initial arrest, he was the Mayor of the West of England. His term came to an end in May, when he was replaced by Helen Godwin.

Disney theme parks help boost earnings above Wall Street forecasts Reuters

格隆汇2月2日丨据一财，汉堡王品牌母公司RBI(Restaurant Brands International)与CPE源峰共同宣布，此前公告的合资交易已完成。CPE源峰向汉堡王中国注入3.5亿美元的初始资金，并持有汉堡王中国约83%的股份，RBI保留约17%的少数股权及董事会席位。CPE源峰和RBI共同计划将汉堡王在中国市场的门店规模从目前的约1250家，拓展至2035年的4000家以上。

Parsons ( PSN ) announced on Monday that it has been awarded a six-year, $60 million new contract by the Foothill Gold Line Construction Authority to complete the design of phase 2B2 of the Foothill Gold Line project and provide design services during construction. As part of the longest linear light rail line in the world, phase 2B2 will complete the next segment of the Metro A Line light rail system by adding a 2.3-mile extension from Pomona to Claremont . “Parsons has led design teams for each phase of this project for the past 25 years, and we are excited to once again be selected to continue that legacy,” said Mark Fialkowski , president, Infrastructure North America for Parsons. “Extending light rail options opens access to neighborhoods that were once limited for commuters. The A Line expansion will improve commuter and visitor access between downtown Los Angeles and the eastern portion of Los Angeles County . It is rewarding for everyone who has been involved at Parsons to see the next segment move forward to design and come one step closer to fruition.” PSN -0.15% premarket to $69.95. Source: Press Release More on Parsons Parsons: More Doubts Than Answers Parsons Corporation (PSN) Presents at Raymond James TMT & Consumer Conference Transcript Parsons Corporation (PSN) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript Parsons awarded $593M federal aviation administration contract extension Parsons acquires Altamira Technologies for $375M