道瓊斯工業平均指數收報50,121點，跌66點。 標準普爾五百指數收報6,941點，跌不足1點。

These 3 AI stocks could become multibaggers as demand far outpaces supply. 3 AI are positioned at a critical AI bottleneck as memory demand surges. This video explores how Micron (MU +10.04%), Nebius (NBIS 3.14%), and TSMC (TSM +3.41%) could benefit from AI growth without relying on hype. Stock prices used were the market prices of Feb. 2, 2026. The video was published on Feb. 7, 2026.

Tesla’s energy business could become $20 billion to $50 billion more valuable if Elon Musk’s plan to build 100 gigawatts of yearly solar cell manufacturing capacity in the United States pans out, analysts at Morgan Stanley say. “The solar opportunity is underestimated,” Musk told analysts on Tesla’s Q4 earnings call last month. “We think the best way to add significant capability to the grid is solar and batteries on Earth and solar in space,” he added. As Musk sees opportunities in the solar manufacturing business, Tesla will be working “towards getting 100 gigawatts a year of solar cell production integrating across the entire supply chain from raw materials all the way to finished solar panels,” the Tesla CEO said. Tesla has struggled to move its current “Solar Roof” offering toward mainstream adoption. Now the company wants to build 100 GW a year of solar manufacturing capacity, which, if achieved, would easily make it the top U.S. solar manufacturer. First Solar, currently the biggest U.S. solar manufacturer, said in November that it expects 14 GW of American manufacturing capacity in 2026, and 17.7 GW in 2027, thanks to new facilities it is building in Louisiana and South Carolina. Tesla’s 100-GW ambition will need significant investment of between $30 billion and $70 billion, Morgan Stanley analysts wrote in a note this week, as carried by MarketWatch. The reward could be significant, too, if Musk’s plan becomes feasible in the next few years and isn’t just another promise on which Tesla’s boss would struggle to deliver within an initially set timeframe. It is not clear how Tesla would finance the massive push into solar manufacturing. Its chief financial officer, Vaibhav Taneja, said on the earnings call that “this year is going to be a huge investment year from a capex perspective.” Tesla expects capex to top $20 billion in 2026, with spending on six factories and building an AI compute infrastructure, and continued investment in existing factories to build...

孟加拉國會選舉開始投票 選民入內須過安檢 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】孟加拉國會選舉開始投票。 首都達卡的票站外戒備森嚴，有軍車巡邏，選民要通過安檢才能入內投票。全國逾1.27億人合資格投票，2千多名候選人角逐國會300個議席。領導孟加拉民族主義黨的拉赫曼是熱門總理人選，他承諾若上台將嚴厲打擊貪污。 今次是前總理哈西娜倒台後首場選舉，被視為全球首場Z世代革命的成果。前年孟加拉爆發反政府示威，哈西娜辭職後流亡印度，她領導的人民聯盟已被取締，禁止參選。

美国 1月非农就业报告 显示劳动力市场超预期强劲，促使市场推迟对美联储降息时点的预期，交易员普遍预计的首次降息时间从此前的6月推迟至7月。 美东时间11日周三公布的报告显示，美国1月新增非农就业人数为13万，远超市场共识预期的6.5万，为一年多来最大月度增幅；1月失业率并未如市场预期企稳，反而降至4.3%；2025年全年就业数据遭遇大幅下修，显示去年劳动力市场实际表现远弱于此前认知。 有“新美联储通讯社”之称的华尔街日报首席经济记者Nick Timiraos评论称，1月就业报告巩固了美联储暂停降息会持续更久的决心。他援引美联储主席鲍威尔1月28日的讲话称，“经济再一次以其强劲表现让我们感到意外——这已经不是第一次了。” Timiraos认为，现在人们的注意力转移到了CPI的年初价格重置。 这份报告推动美国国债价格全线下跌，两年期美债的收益率势创2025年10月以来最大单日升幅。利率互换市场显示，交易员认为美联储3月降息的可能性不到5%，预计到今年12月降息总幅度约为49个基点，低于周二预计的年内降幅59个基点。这份数据让下任美联储主席提名人沃什（Kevin Warsh）未来更难以推动降息。 华尔街机构普遍认为，强劲的就业数据降低了美联储在年中前降息的必要性，但并未完全排除今年降息的可能。多家机构仍预计今年将有两次降息，但时点推迟至下半年。就业数据的强劲表现也缓解了市场对经济衰退的担忧，被视为风险资产的利好信号。 “新美联储通讯社”：重点是失业率稳定 Nick Timiraos在社交媒体上指出，对美联储而言，1月就业报告的重点将是近期失业率的稳定，尤其是考虑到2025年的就业增长人数正如普遍预期那样被大幅下调。根据最新修正数据，美国2025年仅新增18.1万个就业岗位，每月仅新增1.5万个，低于修正前的每月4.9万个。 当被问及修正数据的影响时，Timiraos回应称，“修正数据如预期那样为负，这在某种程度上使1月初值的强劲表现更加值得注意。” 他表示，现在注意力已转向CPI的年初价格重置，周五即将公布的1月通胀数据将成为下一个关键观察指标。 美联储观望态度强化 华尔街日报报道认为，1月非农就业报告可能会强化美联储的观望态度，使联储官员难以找到劳动力市场疲软的理由推动进一步降息。 报道认为，这可能会为担忧通胀的“鹰派”提供更多弹药，他们会指出种种迹象表明利率并未实质性...

美得州機場突宣布關閉十日 數小時後解封 運輸部長：受墨西哥販毒集團無人機威脅 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國聯邦航空管理局突然宣布關閉得州艾爾帕索機場十日，但在數小時後恢復航班升降。 航空公司辦理登機手續的櫃位出現人龍，有人抵達機場才知所有航班暫停升降，要改往其他機場或使用其他交通工具前往目的地。 艾爾帕索機場鄰近墨西哥邊境，機場停飛後，陸路過境交通繁忙。運輸部長達菲一度聲稱受到墨西哥販毒集團無人機入侵影響，而暫停航班升降。其後有報道引述消息指聯邦航空管理局因應軍方測試鐳射反無人機系統，基於安全理由而關閉機場十日，但在七小時後解封。

美光 科技（Micron）周三尾盘大涨9.8%，此前 摩根士丹利 将其目标价上调至450美元。 责任编辑：张俊 SF065

This Artificial Intelligence (AI) Stock Just Beat Earnings Estimates. Is It a Buy? The Globe and Mail

美国1月非农就业人数增幅创一年多来最大，失业率意外下降，表明劳动力市场在2026年初继续趋于稳定。 劳工统计局周三公布的数据显示，雇主上个月增聘13万人，失业率也下降至4.3%。与此同时，上一年数据的修正表明当时招聘大幅放缓。去年月均新增就业者仅1.5万人，远低于最初公布的4.9万。 报告显示，在经历了失业率上升和招聘人数锐减的一年后，劳动力市场正在逐步恢复稳定。尽管经济学家普遍认为劳动力市场在2026年将继续不振，但随着总统唐纳德·特朗普经济政策的影响趋于明朗再加上借贷成本降低，一些雇主可能会增加员工人数。 最新的数据料强化美联储官员暂时维持利率不变的倾向。很多交易员迅速行动起来，将对恢复降息时点的预估从6月推迟到了7月。 上个月阐释按兵不动的原因时，主席杰罗姆·鲍威尔就将就业市场的企稳迹象作为理由之一。 “经历了2025年的招聘衰退之后这无疑是个好消息，” Navy Federal Credit Union首席经济学家Heather Long说，“我认为美联储主席鲍威尔是对的，劳动力市场看起来正在企稳。” 一再呼吁美联储降息的特朗普在非农报告发布后欢欣鼓舞。他在社交媒体上用全大写字母发帖，盛赞“就业数据好极了，远超预期”。他还表示美国应该享有全球最低的利率。 随着每年1月非农报告的发布，劳工统计局将就业人数基准锚定在更准确但时效性稍差的“就业和薪资季度普查”系列数据。该数据基于各州失业保险税记录并涵盖了美国大部分就业岗位。 经调整后的数据显示，截至2025年3月的12个月内，新增就业人数比最初公布的数据减少近90万。这一数字与劳工统计局去年发布的初估数据大致相符。 上个月招聘人数的激增由医疗保健业带动，这个领域增加的就业者数量创下了2020年以来之最，在2025年的总体增数中也独领风骚。建筑业、专业和商业服务领域从业者也出现增长，而制造业则实现了一年多来首次环比上升。与此同时联邦政府雇员持续下降。 “医疗保健业目前的增长固然可喜，但如果能看到更广泛的强劲势头我会欣喜得多，” Indeed Hiring Lab经济研究主管Laura Ullrich说，“这是非常不平衡的增长。” 尽管企业瘦身情况总体上依然可控，但美国已经涌现出一波裁员潮，席卷其中的不乏亚马逊和联合包裹服务这样的大公司。不久前的12月，美国职位空缺数量意外降至2020年以来的最低水平，且裁员人数有所...

Unity（U）周三尾盘重挫26%。尽管该公司第四季度业绩超预期，但因前景疲软，其股票遭到抛售。 责任编辑：张俊 SF065

The stock has slipped, but even a blowout quarter may not bring it back anytime soon. Palantir Technologies (PLTR 2.66%) is arguably on a generational run. The stock has been an absolute rocket, soaring more than 1,660% over the past three years. The company recently closed out its fiscal year 2025 with fourth-quarter earnings, and Palantir delivered in a big way. Revenue came in at $1.41 billion, versus analyst estimates of $1.33 billion, while earnings per share of $0.25 topped estimates of $0.23. Additionally, Palantir issued a massive growth guide for 2026. Its expected full-year revenue of $7.182 billion to $7.198 billion represents as much as 60.8% growth. Thus far, Palantir stock and its shareholders have mostly left its doubters in the dust. Is the stock a buy now? The hype continues to rise, and Palantir continues to deliver Wall Street continues to struggle to wrap its arms around Palantir. The company has topped quarterly revenue and earnings estimates more often than not these past few years. Palantir is sitting pretty in this AI boom. It specializes in developing custom software applications that ingest data and analyze it using AI and machine learning. That can mean optimizing complex supply chains or efficiently distributing a vaccine during a pandemic. The company has a long-standing and lucrative relationship with the U.S. government, which contributed $1.855 billion to Palantir's top line in 2025. Palantir has also rapidly grown its commercial business, especially since launching its AIP platform for AI applications in 2023. Palantir's commercial business grew by a staggering 137% year over year in the fourth quarter, and it still has just 571 commercial customers in the United States. With how useful Palantir's software is across a wide range of industries and use cases, the company could sustain impressive growth well into the future. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( -2.66 %) $ -3.71 Current Price $ 135.80 Key Data Poin...

The pre-Inca Chincha Kingdom (circa 1000-1400 CE), along Peru's southern coast, was one of the most wealthy and influential of its time before falling to the Inca and Spanish empires. Scientists have long puzzled over the foundation for that prosperity, and it seems one critical factor was bird poop, according to a new paper published in the journal PLoS ONE. “Seabird guano may seem trivial, yet our study suggests this potent resource could have significantly contributed to sociopolitical and economic change in the Peruvian Andes,” said co-author Jacob Bongers , a digital archaeologist at the University of Sydney. “Guano dramatically boosted the production of maize (corn), and this agricultural surplus crucially helped fuel the Chincha Kingdom’s economy, driving their trade, wealth, population growth and regional influence, and shaped their strategic alliance with the Inca Empire. In ancient Andean cultures, fertiliser was power.” Last November, Bongers co-authored a paper detailing evidence supporting the hypothesis that the mysterious "Band of Holes" on Mount Sierpe in the Andes might have been an ancient marketplace. Aerial photographs from the 1930s first revealed that long row of around 5,200 precisely aligned holes, seemingly organized into blocked sections, most likely constructed by the Chincha Kingdom. Scholars had suggested various hypotheses for what the site's purpose may have been: defense, storage, or accounting, perhaps, or maybe to collect water and capture fog for local gardens. But nobody had any strong evidence for those suggestions. Read full article Comments

Justin Paget Year to date in 2026, U.S. small-cap stocks represented by the iShares Core S&P Small-Cap ETF ( IJR ) have significantly outperformed large-cap stocks tracked by the SPDR S&P 500 ETF Trust ( SPY ), marking a notable reversal after years of underperformance. IJR is up 10.9%, exceeding the larger SPY index, which moved up only 1.4% YTD. In light of this development, b elow is a list of small-cap real estate stocks ranked by their last price percentage versus the 200-day simple moving average. The list is topped by Pebblebrook Hotel Trust ( PEB ), with a last price percentage vs 200DSMA of 19.75%. Xenia Hotels & Resorts, Inc. ( XHR ) and Whitestone REIT ( WSR ) are next, with Gladstone Land Corporation ( LAND ) and Community Healthcare Trust Incorporated ( CHCT ) rounding out the rest of the top five. Other notable names include NewLake Capital Partners, Inc. ( NLCP ), which carries a Strong Buy quant rating, and Alexander & Baldwin, Inc. ( ALEX ), a diversified REIT with a Buy rating. The list features a diverse mix of property types, including hotel and resort REITs, retail REITs, healthcare REITs, and specialized agricultural land REITs like Farmland Partners Inc. ( FPI ). Here is the list: Pebblebrook Hotel Trust ( PEB ), last price percentage vs. 200DSMA: 19.75% Xenia Hotels & Resorts ( XHR ), last price percentage vs. 200DSMA: 19.11% Whitestone REIT ( WSR ), last price percentage vs. 200DSMA: 16.36% Gladstone Land ( LAND ), last price percentage vs. 200DSMA: 14.83% Community Healthcare Trust ( CHCT ), last price percentage vs. 200DSMA: 14.18% NewLake Capital Partners ( NLCP ), last price percentage vs. 200DSMA: 14.10% Alexander & Baldwin ( ALEX ), last price percentage vs. 200DSMA: 13.99% The RMR Group ( RMR ), last price percentage vs. 200DSMA: 12.53% RLJ Lodging Trust ( RLJ ), last price percentage vs. 200DSMA: 11.98% Farmland Partners ( FPI ), last price percentage vs. 200DSMA: 11.80% Real Estate ETFs: ( VNQ ), ( XLRE ), ( IYR ), ( USRT ), and ( H...

衡量美元对六种主要货币的美元指数当天上涨0.04%，在汇市尾市收于96.834。截至纽约汇市尾市，1欧元兑换1.1882美元，低于前一交易日的1.1894美元；1英镑兑换1.3637美元，低于前一交易日的1.3666美元。1美元兑换152.83日元，低于前一交易日的154.49日元；1美元兑换0.7703瑞士法郎，高于前一交易日的0.7682瑞士法郎；1美元兑换1.3561加元，高于前一交易日的1.3551加元；1美元兑换8.8813瑞典克朗，低于前一交易日的8.9021瑞典克朗。

A 13-year-old suspected of stabbing two boys at a secondary school is a former pupil who was arrested after being seen at a mosque after the attack, which has not been declared a terrorist incident, police said. Two pupils at Kingsbury high school in Brent, north-west London, were seriously injured at lunchtime on Tuesday. Both remain in a “stable” condition in hospital with injuries now thought not to be life-threatening. Det Ch Supt Helen Flanagan, from Counter-Terrorism Policing London, said the suspect, who is a British national and was born in the UK, arrived at the school at about 12.30pm on Tuesday. He went to a first-floor classroom and, after the door was opened, sprayed a substance towards a pupil, who was not injured. The liquid is not thought to have been noxious. The suspect then stabbed a 13-year-old boy in the classroom before running along a hallway and down a flight of stairs. He stabbed a 12-year-old boy on the ground floor before fleeing the school. “Police attended the school, and a manhunt was immediately stood up to try and locate and detain the suspect as quickly as possible,” Flanagan said. “Police were called by a member of the public at approximately 4.15pm over concerns of a child that had been seen at a mosque in north-west London. “Officers attended shortly after and arrested a 13-year-old boy on suspicion of attempted murder, and he remains in custody. “At this point we do not believe the suspect to have any particular connection to that mosque and, at this stage, we think that it may have been coincidental that he ended up in that area, and all of those at the mosque have been incredibly supportive of this investigation. “The incident has not been declared a terrorist incident.” Officers are understood to be leaning towards the motivation for the attack being related to a personal grievance rather than terrorist ideology. Some pupils have suggested the suspect had shouted “Allahu Akbar”, a Muslim phrase, during the attack, while anothe...

Lucid（LCID）周三尾盘大幅下跌8.2%。该公司即将公布第四财季财报，市场预计其营收有望激增97%。 责任编辑：张俊 SF065

Fund Update: New $261.7M $AMZN stock position opened by JENSEN INVESTMENT MANAGEMENT INC Quiver Quantitative

Fund Update: New $61.8M $AVGO stock position opened by JENSEN INVESTMENT MANAGEMENT INC Quiver Quantitative

Jon Tetzlaff/iStock Editorial via Getty Images Thesis Saia, Inc. ( SAIA ) is a trucking company that moves smaller LTL (less-than-truckload) freight shipments across the country, meaning the truck isn’t filled by just one customer. Over the past few years, the company has been rapidly opening new terminals to expand its network. And the last time I reviewed it, I rated it a Hold because the valuation had run well ahead of near-term profitability as operating costs climbed. Seeking Alpha Since that February update, the stock price has fallen about 20%, performing much worse than the broader market ( SP500 ). After reviewing the numbers , profit margins still seem under pressure, and the improvement in profitability is not clear or strong enough yet for me to feel confident about becoming more positive or aggressive on the stock. Saia, Inc.’s Q4: What’s Working Seeking Alpha Revenue at $790 million (up 0.1% year-over-year). Beating estimates by $14 million. The ramping terminals, 39 opened since 2022, are already profitable as a group, adding about 80 basis points to market share. Seeing better density and efficiency, like in-sourcing miles to drop purchased transportation to 12% of linehaul from 13.1%. GRI acceptance beat historic levels with over 90% flow-through. Contractual renewals reached 4.9%. A record 0.47% cargo claims ratio. Preventable accidents are down 21%, and lost-time injuries are off 10%. SAIA’s Areas of Weakness Seeking Alpha OR slipping to 91.9% from 87.1% a year ago, worse than the adjusted 89.6% for full 2025, which deteriorated 410 bps y/y. 5.6% jump in operating expenses against flat revenue. EPS at $1.77 missed by $0.14 (down 38% y/y). $4.7M adverse insurance reserve. Weight per shipment fell 1%. Length of haul dipped 0.1%. Rev per shipment ex-fuel slid 0.5%. 18% SoCal volume drop costing $4M. Self-insurance is up 12.3%, health insurance is fueling over 30% of the 6.1% cost per shipment rise, and depreciation climbing 16.4% from capex. Q4 Break...

Diodes' latest quarterly report is a game changer. Diodes (DIOD +27.01%) stock is roaring higher on Wednesday following the publication of the company's fourth-quarter results. The company's share price was up 27.4% as of 3:30 p.m. ET. Diodes published its Q4 results after yesterday's market close, posting sales and earnings that handily topped Wall Street's forecasts. In addition to the Q4 beats, the company issued strong forward guidance and set three-year performance targets. Diodes stock surges on strong Q4 print With its Q4 report, Diodes delivered non-GAAP (adjusted) earnings per share of $0.34 on sales of $391.58 million. For comparison, the average analyst estimate had called for the business to post an adjusted per-share profit of $0.27 and sales of $380.03 million. Adjusted earnings per share were up roughly 26% year over year, and revenue was up approximately 15%. Demand for artificial intelligence (AI) servers helped power 25% year over year growth for the computing business, and the company also saw double-digit sales gains in the automotive and industrial end markets. Expand NASDAQ : DIOD Diodes Today's Change ( 27.01 %) $ 16.66 Current Price $ 78.36 Key Data Points Market Cap $2.9B Day's Range $ 71.83 - $ 81.71 52wk Range $ 32.93 - $ 81.71 Volume 1.5M Avg Vol 354K Gross Margin 30.00 % What's next for Diodes? Diodes is targeting first-quarter revenue of roughly $395 million -- good for year-over-year growth of roughly 19%. Meanwhile, the business is targeting a gross margin of roughly 31.5% -- in line with the margin in last year's quarter. In addition to guidance for the current quarter, management laid out targets for the next three-year period. The company expects that it will be able to reach $2 billion in annual revenue at the end of the forecast period. For comparison, the business recorded revenue of $1.48 billion last year. Even better, management expects the business will have reached a gross margin of more than 35% -- up from a margin of 31% ...

格隆汇2月12日｜由于投资者正在评估房地产服务公司在面对最新一批人工智能应用和工具时的脆弱性，此类股票周三纷纷大跌。这些AI工具正威胁着多个行业的既有格局。CBRE Group一度暴跌15%，Jones LangLa Salle下跌13%，Cushman跌幅达15%。对于这三家公司而言，这一跌幅均创下了自2020年3月以来的最大单日跌幅。分析师Jade Rahmani写道：“我们认为投资者正撤出高收费、劳动密集型的商业模式，因为这些模式被视为在AI驱动的变革中极易受到冲击。”在过去短短一周多的时间里，投资者纷纷抛售软件、私人信贷、金融服务、保险经纪公司的股票。Rahmani将此称为“AI 恐慌交易”，而房地产服务板块是最新卷入其中的群体。

00:05 Speaker A Now time for some of today's trending tickers, Yahoo Finances, Brooke De Palma, join me now for a look at Cloud Flare, T-Mobile and Astera Labs. We start out with Cloud Flare. company topping fourth quarter revenue estimates and its outlook for revenue also did top expectations. CEO saying here, uh Brooke, we are shipping capabilities. He says at an unmatched pace. says they are a key player in fundamentally shaping the future business model of the internet. 00:43 Brooke DiPalma Yeah, and Wall Street mostly bullish on this one. The stock does have 21 buys, 13 holds and two sells. And when you look at some of the red brick that we've heard from Wall Street coming out of this report, Oppenheimer saying longer term, we see Cloud Fair benefiting materially from the growing shift in web traffic to AI agents and bots. Also went to their site and they claimed that they power about one in five sites on the internet. So Wall Street certainly bullish about where exactly this could go, especially with AI now in the picture and certainly using it to its advantage. 01:21 Speaker A Next up, T-Mobile reporting weaker than expected phone subscribers, while revenue came in slightly above estimates. Uh, they also do expect Brooke to add up to it looks like 1 million net accounts in total in 2026 and they raised uh looks like their outlook for service revenue to as much as 81.5 billion is what they're calling for now in 2027. 01:50 Brooke DiPalma Yeah, and it seems like that outlook is what has Wall Street really optimistic here. CFRA CFRA saying in a note to clients that they believe record customer growth performance and network leadership position that T-Mobile has for will continue it to allow it to see market share gains despite these near term cost pressures that are hitting the industry. They also said that they expect the company's broadband momentum to accelerate with 558,000 Q4 net additions, um, as you had noted, they also said that management's interest in ...