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What Keeps CEOs Up At Night. Hint: It Isn’t AI.
Barrons· 2026-02-03 17:25
What Keeps CEOs Up At Night. Hint: It Isn't AI. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# What Keeps CEOs Up At Night. Hint: It Isn't AI.ByDana PetersonShareResize---Reprints(Dreamstime)"Uncertainty†was already a buzzword in 2025, but ...
Novo Nordisk Posts Better-Than-Expected 2025 Sales. Stock Sinks.
Barrons· 2026-02-03 17:04
The Ozempic and Wegovy maker reports full-year sales of 309.1 billion Danish krone, beating analysts' forecasts. ...
This Berkshire Hathaway Holding Is Up 25%. Earnings Breeze Past Estimates.
Barrons· 2026-02-03 16:16
Core Insights - DaVita reported adjusted earnings that exceeded expectations, indicating strong financial performance in the third quarter [1] - The company achieved a revenue growth of 9.9% in the same period, reflecting robust operational efficiency and demand for its services [1] Financial Performance - Adjusted earnings surpassed market forecasts, showcasing the company's ability to manage costs and enhance profitability [1] - Revenue growth of 9.9% translates to significant year-over-year improvement, highlighting the effectiveness of DaVita's business strategies [1]
SpaceX Is Becoming a Trillion-Dollar AI Company
Barrons· 2026-02-03 16:07
Core Viewpoint - SpaceX is positioning itself as a trillion-dollar AI company through significant acquisitions and investments in artificial intelligence, particularly with the involvement of Elon Musk [1] Group 1: Company Developments - SpaceX's recent acquisition efforts are aimed at enhancing its capabilities in the AI sector, which is expected to play a crucial role in the company's future growth and valuation [1] - The integration of AI technologies is anticipated to transform SpaceX's operations and product offerings, potentially leading to substantial revenue increases [1] Group 2: Industry Implications - The move towards AI by SpaceX reflects a broader trend in the aerospace and technology industries, where companies are increasingly investing in AI to drive innovation and efficiency [1] - Elon Musk's focus on AI positions SpaceX at the forefront of the competitive landscape, potentially influencing market dynamics and investment strategies within the tech sector [1]
Software Stocks Are Sinking Again
Barrons· 2026-02-03 15:33
Core Viewpoint - The software sector is experiencing a significant decline, contributing to a broader downturn in the Nasdaq Composite index [1]. Group 1: Market Performance - The Nasdaq Composite index fell by 1.3% following a selloff in software stocks [1]. - The iShares Expanded Tech-Software Sector ETF decreased by 3.5% [1]. - The S&P 500 index declined by 0.7%, while the Dow Jones Industrial Average saw a slight increase of 41 points, or 0.1% [1]. Group 2: Related Sector Performance - The iShares Semiconductor ETF experienced a drop of 1.9% [1]. - The Roundhill Magnificent Seven ETF fell by 1.1% [1].
Eaton Beats Wall Street’s Earnings Estimates. The Stock Is Down.
Barrons· 2026-02-03 15:31
Eaton Beats Wall Street's Earnings Estimates. The Stock Is Down. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Eaton Beats Wall Street's Earnings Estimates. The Stock Is Down.By [Al Root]ShareResize---ReprintsIn this article[ETN][SPX][DJI ...
Palantir Stock Jumps After Earnings. How It Won Over Valuation Skeptics.
Barrons· 2026-02-03 15:21
Palantir Stock Jumps After Earnings. How It Won Over Valuation Skeptics. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Palantir Stock Jumps After Earnings. How It Won Over Valuation Skeptics.By [Adam Levine], [Mackenzie Tatananni]and [Ada ...
Stocks Wobble to Begin Session. Nasdaq Turns Lower.
Barrons· 2026-02-03 15:13
Stocks Wobble to Begin Session. Nasdaq Turns Lower.CONCLUDED[Stock Market News From Feb. 3, 2026: Nasdaq Dives 1.4%. AI Worries Hit Software Stocks.]Last Updated:---Updated 9 hours ago# Stocks Wobble to Begin Session. Nasdaq Turns Lower.By[Connor Smith]The Nasdaq Composite took a dive after opening higher.The tech-heavy index sank 1%. The S&P 500 was down 0.5%. The Dow was moving in and out of negative territory.Palantir Technologies, which surged 11% in early trading, cut its early gain in half. ...
Palantir Is the Market's Most Expensive Stock—And Investors Are Starting to See Why
Barrons· 2026-02-03 15:08
Core Insights - High valuations for companies are sustainable only if profits increase, and Palantir Technologies is beginning to show signs of profit growth [1] Financial Performance - Palantir's recent financial results indicate a positive trend, with revenue growth contributing to improved profitability [1] - The company is experiencing a shift towards more sustainable financial metrics, which may enhance investor confidence [1] Market Position - Palantir's high valuation is underpinned by its unique position in the data analytics industry, which is increasingly critical for businesses [1] - The company's ability to leverage its technology for various applications is a key factor in its market competitiveness [1]
Teradyne Stock Spikes 11% After Its First Billion-Dollar Quarter in Years
Barrons· 2026-02-03 14:57
Core Viewpoint - Teradyne's stock surged by 20% following the announcement of its first billion-dollar quarter since 2021, with reported revenue of $1.08 billion, significantly exceeding quarterly earnings expectations [1]. Financial Performance - The company achieved revenue of $1.08 billion, marking a notable milestone as it is the first time in years that Teradyne has crossed the billion-dollar threshold in quarterly revenue [1]. - The strong earnings performance indicates a robust recovery and growth trajectory for Teradyne in the semiconductor and robotics testing systems market [1].