Waymo is becoming a real source of investor excitement on new valuation reports — reaffirming Jim Cramer's view that the Alphabet stock remains a buy for that and so much more. Once an Alphabet moonshot, launched as the Google Self-Driving Car project in 2009, Waymo nowadays is shooting to the moon. The robotaxi business is currently looking to close a $16 billion financing round at a nearly $110 billion valuation, according to Saturday reports from Bloomberg and the Financial Times . The financing — which ...

OpenAI on Monday launched a standalone app for its artificial intelligence-powered coding assistant, Codex, which is temporarily available to all ChatGPT users with Apple computers. The new app has a simple interface and is designed to serve as a "command center" that makes it easy for software developers to manage multiple AI agents at once, OpenAI said. An AI agent is a tool that can independently complete tasks, like writing code, on behalf of a user. AI coding assistants have exploded in popularity over ...

The US Department of Labor headquarters building is seen at dusk on June 21, 2024 in Washington, DC.The Bureau of Labor Statistics will not be releasing the January jobs report as scheduled Friday due to the government shutdown, a department spokesman confirmed Monday."The Employment Situation release for January 2026 will not be released as scheduled on Friday, February 6, 2026. The release will be rescheduled upon the resumption of government funding," Emily Liddel, associate commissioner of the BLS, said ...

Core Insights - Disney's experiences division, which includes parks, cruise ships, hotels, and consumer products, achieved record revenue exceeding $10 billion for the first time in its history during the fiscal first quarter [2] - The operating income for this segment reached $3.3 billion, reflecting a 6% increase compared to the same period last year [2] - Experiences accounted for 38% of Disney's total revenue and generated 71% of its operating income for the period ending December 27 [3] Financial Performance - The growth in the experiences segment has accelerated post-Covid, significantly contributing to the company's profits [3] - Company executives project high-single-digit growth in operating income for the experiences segment for fiscal 2026 [3] Leadership and Succession - Bob Iger, CEO of Disney, highlighted the broad and diverse footprint of the business and the ongoing projects that will enhance this diversity [4] - There is an ongoing CEO succession process, with Josh D'Amaro, Chairman of Disney Experiences, expected to be appointed as Iger's successor, pending a vote by the Disney board [5]

The U.S. and India have reached a trade deal and will immediately move to lower tariffs on each other's goods, President Donald Trump announced Monday. Prime Minister Narendra Modi also agreed to buy American products "at a much higher level" as part of the agreement, Trump said in a Truth Social post following a call with the Indian leader.Modi also committed to "stop buying Russian Oil, and to buy much more from the United States and, potentially, Venezuela," Trump said in the post.Read Trump's full annou ...

Michael Saylor, chairman of MicroStrategy, speaks at the Bitcoin 2024 conference in Nashville, Tennessee, on July 26, 2024.Strategy plunged 8% on Monday after bitcoin dipped below the cryptocurrency treasury company's average purchase price per token.  Bitcoin traded at about $74,500 at its bottom on Monday – its lowest price since last April.That's slightly below Strategy's average purchase price of $76,052 per bitcoin, according to its regulatory filing dated Feb. 2, raising concerns that the Michael Sayl ...

Core Insights - Disney is preparing for a leadership transition as CEO Bob Iger is set to name his successor, with the company positioned for growth and momentum [1][3] - Iger expressed pride in the company's achievements over the past three years and emphasized the importance of preparing for future opportunities [2][4] - The Disney board is expected to vote on the next CEO soon, with an announcement anticipated in the first quarter of the year [3] Financial Performance - Disney exceeded Wall Street expectations for revenue and earnings in its fiscal first quarter [4] - The experiences division, which includes theme parks, resorts, and cruises, achieved over $10 billion in quarterly revenue for the first time [5] Leadership Context - Iger returned as CEO in late 2022 after a previous succession plan with Bob Chapek failed, leading to significant changes being reversed [2] - Josh D'Amaro, chairman of Disney Experiences, is considered a frontrunner for the CEO position [5] Future Outlook - The company is focused on not only fixing past issues but also on creating opportunities for future growth [4]

分组1 - Gold prices continued to rise as investors sought safety amid geopolitical and economic uncertainties, with silver nearing $120 [2] - Disney reported better-than-expected earnings in its first fiscal quarter, with its experiences division generating $10 billion in quarterly revenue for the first time [2][3] - The entertainment industry is anticipating the announcement of Disney's new CEO, with the board expected to vote on the successor this week [3] 分组2 - The government partially shut down due to Congress's failure to pass a funding bill, with the House expected to address the Senate-approved spending package [4][5] - Food producers are restructuring by splitting or divesting underperforming businesses in response to regulatory scrutiny and declining consumer demand for processed goods [8] - A Bain survey indicated that 42% of merger-and-acquisition executives in the consumer product sector are preparing to sell assets within the next three years [9] 分组3 - Amazon's documentary "Melania" achieved $7 million at the domestic box office in its debut, marking the highest-grossing opening for a non-music documentary in over a decade [10] - The film's audience was primarily women and individuals over 55, who together accounted for more than 70% of ticket sales [11] - Amazon invested an estimated $40 million to acquire the film and an additional $35 million on marketing, despite mixed critical reviews [11]

Group 1: Investment Strategies - Many family offices are shifting towards real estate and alternative investments, particularly private equity and hedge funds, to protect their portfolios against inflation [1][3] - U.S. family offices reported holding 40% of their investments in public equities, while 34% are in private investments, including private equity, venture capital, private credit, and real estate [5] Group 2: Concerns and Risks - A significant number of family offices are concerned about inflation and geopolitical risks, with 64% citing interest rates and 61% citing inflation as major risks to their portfolios [2] - Nearly three-quarters (72%) of family offices surveyed reported having no exposure to gold, indicating a reluctance to invest in gold despite its recent price surge [6][7] Group 3: Focus on Technology - Artificial intelligence (AI) is a prominent investment theme for family offices, with 65% including AI in their portfolios or prioritizing it for future investments [4] - There is a strong belief among family offices that AI should be a central part of their investment strategy, although there are concerns about concentration risk [6] Group 4: Cash Management - Family offices are maintaining large amounts of cash and cash equivalents, with some holding cash to prepare for potential downturns and to capitalize on opportunistic investments if asset prices decline [8] - Concerns about inflation are leading some family offices to prefer holding cash, as higher rates could result from inflationary pressures [9]

Group 1 - Nvidia's stock fell by 1.8% in premarket trading due to uncertainty surrounding a $100 billion investment deal with OpenAI [2] - The agreement announced in September included plans to build at least 10 gigawatts of computing power for OpenAI [2] - Jensen Huang indicated that the $100 billion investment was non-binding and not finalized, expressing concerns about OpenAI's business strategy and competition from other firms [3] Group 2 - Reports from insiders suggest that there is uncertainty regarding the deal between Nvidia and OpenAI [2] - Huang's criticism of OpenAI's business strategy reflects broader concerns within the industry about competition from companies like Alphabet's Google and Anthropic [3]