What Happened? Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 10.3% in the afternoon session after it received an upgrade from D.A. Davidson analyst Gil Luria, who raised his rating from Hold to Buy while maintaining a bullish price target. Luria constructed a compelling argument that the clouds of uncertainty over the AI landscape were parting. He specifically highlighted a strategic realignment by OpenAI, noting that the AI pioneer was refocusing on its core models and strengthening ties with infrastructure partners rather than competing against them. This narrative provided crucial validation for Oracle's aggressive spending. Is now the time to buy Oracle? Access our full analysis report here, it’s free. What Is The Market Telling Us Oracle’s shares are very volatile and have had 25 moves greater than 5% over the last year. But moves this big are rare even for Oracle and indicate this news significantly impacted the market’s perception of the business. The previous big move we wrote about was 4 days ago when the stock dropped 5.9% on the news that the "AI replacement" narrative reached a fever pitch following the release of new models from Anthropic and OpenAI. The simultaneous debut of Anthropic's Claude Opus 4.6 and OpenAI's "Frontier" agent platform raised concerns that autonomous agents are no longer just tools, but new operating systems that can cannibalize traditional software. This suggests that specialized applications might be reduced to mere features within frontier models, rendering legacy seat-based licensing models increasingly obsolete. The catalyst is the models' unprecedented agentic power. Opus 4.6’s "software hunting" capability allows it to autonomously audit and patch complex codebases, while OpenAI's Frontier platform bypasses traditional CRM and ticketing interfaces to perform enterprise work directly. By commoditizing sophisticated workflows into low-cost API calls, these releases threaten the recurring revenue of software gi...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Why Taiwan Semiconductor Manufacturing (NYSE:TSM) is back on investors’ radar Taiwan Semiconductor Manufacturing (NYSE:TSM) has drawn fresh attention after a stretch of strong share price performance, with the stock up 1.9% over the past day and 4.1% over the past week. Over the past month the stock has returned 9.8%, while the past 3 months show a 22.1% gain and the past year a 72.7% total return, putting recent moves into clearer context. See our latest analysis for Taiwan Semiconductor Manufacturing. At a share price of $355.41, Taiwan Semiconductor Manufacturing has seen momentum build recently, with a 30 day share price return of 9.8% and a 3 year total shareholder return of 283.6%. If TSM’s move has you looking beyond a single chipmaker, this is a good moment to scan our screener of 33 AI infrastructure stocks for other names tied into the same structural themes. With TSM trading at $355.41, annual revenue of NT$3,809,054 and net income of NT$1,717,883, plus a value score of 3, the real question is whether the current price still leaves upside or if the market is already factoring in the next leg of growth. Most Popular Narrative: 11.1% Undervalued According to the most followed narrative on Taiwan Semiconductor Manufacturing, a fair value of $400 sits above the last close at $355.41, which is why some investors are re-checking the assumptions behind that gap. TSMC is the central pillar of the global semiconductor ecosystem, powering the AI revolution with unmatched scale, cutting-edge process technology, and disciplined execution. With record profits, dominant client base, and massive expansion underway, both in Taiwan and abroad, it stands as a low-risk way to own the AI infrastructure wave. Read the complete narrative. Curious what sits behind that $400 figure. The narrative leans heavily on thick margins, strong profit...

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Assessing Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Gains Yahoo Finance

美股異動 | 理想汽車(LI.US)盤前跌逾3% 摩通下調港股評級至「減持」 富途牛牛

Microsoft (MSFT) Stock Trades Up, Here Is Why Yahoo Finance

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We recently published 12 Stocks on Jim Cramer’s Radar. Broadcom Inc. (NASDAQ:AVGO) is one of the stocks on Jim Cramer's radar. Semiconductor designer Broadcom Inc. (NASDAQ:AVGO)’s shares are up by 47% over the past year and are down by 4.4% year-to-date. Wells Fargo was out with a strong note for the firm in mid-January. It upgraded the shares to Overweight from Equal Weight and raised the price target to $430. Some factors that played into Wells Fargo’s optimism for Broadcom Inc. (NASDAQ:AVGO) were the growth in the software infrastructure market and the AI semiconductor industry. More recently, Jefferies reiterated a Buy rating and a $500 share price target on Broadcom Inc. (NASDAQ:AVGO)’s shares. The financial firm noted that Google parent Alphabet’s capital expenditure guidance and Broadcom Inc. (NASDAQ:AVGO)’s strength in the custom-on-package were some factors that drove its optimism about the company. Cramer has also discussed the chip firm several times over the past couple of months. The CNBC TV host believes that Broadcom Inc. (NASDAQ:AVGO) CEO Hock Tan is one of the most competent executives in the industry. In this appearance, he discussed the firm after Google’s earnings call: Broadcom (AVGO) Should Be Up A Lot, Says Jim Cramer “No, oh they’re mentioned as the great partner, NVIDIA should be up a lot and so should Broadcom. I mean obviously we have a NDX that’s down, but Broadcom was up to 23, 25 last night, I would buy that.” While we acknowledge the potential of AVGO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Translate webpages in Chrome: On your computer, open Chrome. Go to a webpage written in another language. At the top, click Translate. Chrome will translate the webpage one time. If you haven't installed Google Chrome. Please download and install it. Down

信达生物(01801.HK)：与礼来达成第七次全球战略合作，获3.5亿美元首付款及最高85亿美元里程碑付款 FX168

Key Stats for Intel Stock Past-Week Performance: 9% 9% 52-Week Range: $18 to $55 $18 to $55 Valuation Model Target Price: $92 $92 Implied Upside: 82% Value your favorite stocks like Intel with 5 years of analysts’ forecasts using TIKR’s new Valuation Model (It’s free) >>> What Happened? Intel Corporation stock rose about 9% this week, finishing near $51 per share, as investors leaned back into the name following improving sentiment around Intel’s turnaround execution. The advance reflected renewed confidence in manufacturing progress alongside growing institutional engagement after a prolonged period of skepticism. Shares moved higher this week after Intel disclosed concrete progress on its foundry turnaround, reinforcing confidence that execution risks are beginning to ease. At Intel’s AI Summit, CEO Lip-Bu Tan highlighted accelerating momentum in the foundry business, citing 7% to 8% monthly yield improvements on the 18A process, confirmation that a 0.5 PDK will be available this month, and customer discussions advancing toward volume commitments expected in the second half of 2026. Tan summed up the shift by saying “a couple of customers are knocking on my door now,” signaling rising confidence in Intel’s manufacturing credibility. Institutional activity added further support. Hantz Financial Services more than doubled its Intel stake in the third quarter, lifting holdings to 48,300 shares worth about $1.62 million, while ABN AMRO Bank N.V. initiated a new position of 142,533 shares valued at roughly $4.78 million. AGF Management also opened a new stake of 50,909 shares worth about $1.71 million, reinforcing signs of renewed institutional interest. Offsetting some of that buying, several firms trimmed exposure. Willis Investment Counsel reduced its position by 3.2% to 292,697 shares, and BI Asset Management Fondsmaeglerselskab A/S cut its stake by 17.7% to 236,489 shares. Even with selective trimming, the mix of new positions, stake increases, and clearer operati...

Intel Corporation Rose 9% This Week. Where Shares Could Trade in 2026 TIKR.com

格隆汇2月6日｜金融监管总局、中央网信办、公安部、中国人民银行、中国证监会发布风险提示，提醒广大群众警惕不法“代理维权”侵害，依法理性维权。近期，社会上一些组织和个人通过短视频及直播等自媒体平台违规制作、散布涉及“全额退保”“债务清零”“债务优化”“债务协商”“债务置换”“征信洗白”“投顾退费”等不实短视频，甚至以直播形式传授“技巧”，诱导金融消费者、投资者委托其“代理维权”，从而收取高额咨询费、服务费，以“依法维权”之名行“非法牟利”之实。此类不法“代理维权”短视频、直播传播不实信息，扰乱金融市场秩序，侵害金融消费者、投资者合法权益。

Payment will be split into two tranches, with 90% due at closing and the balance following settlement of relevant transaction-related taxes. Credit: Bangla press / Shutterstock.com. Dingdong (Cayman) has signed a definitive agreement to divest its China operations to a Meituan subsidiary for $717m. The grocery e-commerce group will sell all issued and outstanding shares of Dingdong Fresh Holding, its British Virgin Islands (BVI)-incorporated vehicle, to Meituan subsidiary Two Hearts Investments. Its international activities are excluded and will remain with the company following a pre-closing reorganisation. Dingdong’s board has approved the transaction. Completion is contingent on customary conditions, including regulatory clearances and shareholder approval at an extraordinary general meeting. Under the agreement, and based on the balance sheet dated 31 December 2025, Dingdong will initially receive up to $280m in cash from the Dingdong BVI and its subsidiaries, provided the remaining consolidated net cash is at least $150m. The buyer will then pay the headline $717m consideration, adjusted for net cash, working capital and other agreed items. Dingdong founder, director and CEO Changlin Liang said: “Since its founding, Dingdong has been driven by the vision of redefining the traditional fresh food industry through the deep integration of digital technology and supply chain innovation. “We believe that this unwavering commitment is aligned with Meituan’s company mission of ‘Helping People Eat Better, Live Better’, laying a solid foundation for the strategic merger between the two companies.” Payment will be split into two tranches, with 90% due at closing and the balance following settlement of relevant transaction-related taxes. Between signing and completion, Dingdong has committed to operate the business in the ordinary course, with any operating profits or losses accruing to the buyer. The contract also restricts changes to capital structure and non-routine agr...

Intel (INTC) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this world's largest chipmaker have returned +17.3%, compared to the Zacks S&P 500 composite's -1.5% change. During this period, the Zacks Semiconductor - General industry, which Intel falls in, has lost 6.2%. The key question now is: What could be the stock's future direction? While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. Revisions to Earnings Estimates Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For the current quarter, Intel is expected to post earnings of $0.01 per share, indicating a change of -92.3% from the year-ago quarter. The Zacks Consensus Estimate has changed -167% over the last 30 days. The consensus earnings estimate of $0.5 for the current fiscal year indicates a year-over-year change of +19.1%. This estimate has changed -56.1% over the last 30 days. For the next fiscal year, the consensus earnings ...

Astera Labs ALAB is set to report its fourth-quarter 2025 results on Feb. 10. Astera Labs expects fourth-quarter 2025 revenues between $245 million and $253 million, representing a 6% to 10% increase from the third quarter. Earnings are expected to be approximately 51 cents per share for the fourth quarter. The Zacks Consensus Estimate for fourth-quarter 2025 revenues is currently pegged at $249.79 million, indicating an increase of 77.03% from the figure reported in the year-ago quarter. The consensus mark for earnings is currently pegged at 51 cents per share, unchanged over the past 30 days, and suggests 37.84% growth over the figure reported in the year-ago quarter. Astera Labs, Inc. Price and EPS Surprise Astera Labs, Inc. Price and EPS Surprise Astera Labs, Inc. price-eps-surprise | Astera Labs, Inc. Quote ALAB’s earnings beat the Zacks Consensus Estimate in all the trailing four quarters, the average earnings surprise being 29.79%. Let’s see how things are shaping up prior to this announcement. Factors to Note for ALAB’s Q4 Earnings Astera Labs’ fourth-quarter 2025 revenues are likely to have benefited from increasing demand for artificial intelligence (AI) servers and data center infrastructure. Strong momentum across its three key product families, Aries, Taurus, and Leo, is likely to have contributed well. The Aries product line is expected to contribute significantly to the fourth quarter’s growth. Aries solutions, particularly PCIe Gen 6 smart retimers, have been widely adopted across AI racks built around custom AI accelerators and merchant GPUs. The company expects Aries growth to be driven by its support for scale-up and scale-out connectivity in various end-customer platforms. With PCIe Gen 6 solutions already contributing over 20% of third-quarter revenues, this trend is likely to continue into the to-be-reported quarter, further solidifying Astera Labs’ leadership in the PCIe Gen 6 ecosystem. The Scorpio product line, particularly the P-Series fabr...

Bitcoin rallies, tops $70,000 as risk assets stabilize Reuters

Palantir Technologies (NASDAQ: PLTR) has been one of the biggest winners since the artificial intelligence (AI) boom began in early 2023. The company's custom AI software has been a game changer for its government and commercial customers, and the business results have been stunningly strong since Palantir launched its AIP platform in mid-2023. 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 » As a result, the stock has surged by more than 1,600% over the past three years. Recently, the market has cooled off, and Palantir stock has fallen nearly 25% from its high. Should investors buy the stock right now? Image source: Getty Images. It's clear that Palantir's business momentum isn't something you see often At its core, Palantir's software analyzes data. The beauty of that is almost any application that creates data is a potential use case. Palantir's software has aided military missions, uncovered financial fraud, optimized hospital scheduling, and improved manufacturing supply chains, among many other things. Palantir grew by a blistering 70% year over year in the fourth quarter of 2025, putting full-year sales at nearly $4.5 billion. That's 10 consecutive quarters of accelerating growth, and management set another high bar for 2026, guiding for $7.19 billion in sales. That's 61% growth, and who knows, perhaps Palantir outperforms that. The most limiting factor of Palantir's growth is that it's probably too expensive for most small businesses. Still, there is a high ceiling. There are 20,000 large corporations in the United States alone, and the U.S. government remains the company's largest client. As of now, Palantir still only has 954 total customers. Why Palantir's recent decline could be just getting started Despite the stock soaring on its earnings release, the stock is actually down 25% from its high. As impressive as Palantir's performance ...

Our Discounted Cash Flow (DCF) analysis suggests Taiwan Semiconductor Manufacturing may be overvalued by 42.3%. Discover 55 high quality undervalued stocks or create your own screener to find better value opportunities. Bringing all those projected cash flows back to today and dividing by the number of shares gives an estimated intrinsic value of US$232.47 per share. Compared to the recent share price of US$330.73, the model indicates the stock is about 42.3% overvalued on this DCF view. Simply Wall St uses a 2 Stage Free Cash Flow to Equity model here, based on cash flow projections. The latest twelve month free cash flow is NT$900,193.91m, and analyst and extrapolated estimates point to free cash flow of around NT$3,695,215.77m in 2035. The 10 year path between those two points combines analyst inputs for the earlier years with mechanically extrapolated growth rates in later years. A Discounted Cash Flow, or DCF, model projects the cash Taiwan Semiconductor Manufacturing could generate in the future and then discounts those cash flows back into today’s money to arrive at an estimate of what the business might be worth per share. On our checklist of 6 valuation tests, Taiwan Semiconductor Manufacturing scores 3 out of 6 on being undervalued, giving it a value score of 3 . Next, we will compare different valuation approaches before finishing with a way to interpret these numbers more effectively. Recent share price moves have been shaped by ongoing interest in semiconductor capacity and global chip supply, alongside headlines that keep Taiwan Semiconductor Manufacturing in the conversation as a key contract manufacturer for major chip designers. These themes help frame why investors are paying close attention to what counts as a fair price for the business today. The stock most recently closed at US$330.73, with a 7 day return of 2.6% decline, a 30 day return of 1.0%, a year to date return of 3.5% and a 1 year return of 58.8%. If you are wondering whether Taiwan Sem...

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goog-20251231 SEC.gov

公司年度营收首次突破4000亿美元 当地时间2月4日，谷歌母公司Alphabet公布2025年四季度及全年财报，当季实现营收1138.28亿美元，同比增长18%。图：视觉中国 【财新网】 谷歌的AI投入持续膨胀。当地时间2月4日，谷歌母公司Alphabet (NASDAQ: GOOG) 公布2025年四季度及全年财报，当季实现营收1138.28亿美元，同比增长18%，高于国际商业数据分析公司LSEG预估的1114.3亿美元；净利润增长30%至344.55亿美元，稀释后每股收益（EPS）同比增长31%达2.82美元，高于LSEG预估的2.63美元。公司年度营收首次突破4000亿美元。

The adjusted consideration will be payable in cash in two installments: (i) 90% of the consideration payable at closing, and (ii) the remaining 10% payable following the Company's settlement of applicable taxes related to the Transaction. Under the terms of the Share Purchase Agreement, based on the balance sheet as of December 31, 2025, and after Dingdong (Cayman) Limited receives total cash not exceeding US$280 million from Dingdong BVI and its subsidiaries (provided that the remaining net cash of Dingdong BVI and its subsidiaries on a consolidated basis shall not be less than US$150 million), the Buyer will pay total cash consideration of US$717 million in the Transaction. This amount is subject to adjustments based on certain net cash, net working capital and other financial line items of the Target Company as of certain agreed upon dates. The Company's board of directors has approved the Company entering into the Share Purchase Agreement after a thorough review of the terms of Transaction with its financial and legal advisors. The consummation of the Transaction is subject to the satisfaction of customary closing conditions, including the receipt of antitrust and other required regulatory approvals. The Company plans to convene an extraordinary general meeting for shareholders to vote on approval of the Transaction. Pursuant to the Share Purchase Agreement, Dingdong has agreed to sell to the Buyer all issued and outstanding shares of Dingdong Fresh Holding Limited, Dingdong's wholly-owned subsidiary incorporated in the British Virgin Islands ("Dingdong BVI" or the "Target Company"), which holds through a series of wholly-owned and majority equity interest subsidiaries substantially all of the Company's operations in China (the "Transaction"). The Company's international business is not part of the Transaction and will be retained by the Company following any necessary reorganizational processes to be completed prior to the closing of the Transaction. SHANGHAI, ...

NYC Comptroller Mark Levine Calls for Oversight of Palantir’s Involvement with the Department of Homeland Security and U.S. Immigration and Customs Enforcement NYC.gov

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NYC Comptroller Mark Levine Calls for Oversight of Palantir’s Involvement with the Department of Homeland Security and U.S. Immigration and Customs Enforcement NYC.gov