Group 1 - Target is cutting around 500 jobs to invest in enhancing the shopping experience in its stores [1]

Core Viewpoint - Microsoft's stock is now trading at a lower valuation than IBM's for the first time in a decade, reflecting a shift in technology investing dynamics amid significant AI spending by major tech companies [1] Group 1: Stock Valuation - Microsoft's stock is trading at 23.0x forward earnings, while IBM's is at 23.7x [1] - This marks the first time since July 25, 2013, that Microsoft's stock has been cheaper than IBM's [1] Group 2: AI Investment - Microsoft and other hyperscalers are investing heavily in AI projects, with Microsoft's capital expenditures projected to reach $115 billion in the 2026 calendar year [1] - The ambitious AI spending plans are influencing market valuations and investor sentiment in the tech sector [1]

Investors will get twin reports this week on employment and consumer prices. They'll help set the stage for when the Fed cuts interest rates this year — if it reduces them at all. ...

Core Insights - The first prediction-markets Super Bowl event was successfully held, generating significant interest and engagement within the market [1] Group 1 - The event showcased the potential of prediction markets in forecasting outcomes, indicating a growing trend in utilizing such platforms for major events [1] - Participants demonstrated a high level of engagement, reflecting the effectiveness of prediction markets in capturing public sentiment and expectations [1] - The success of this event may pave the way for future prediction markets in various sectors, enhancing their credibility and adoption [1]

Core Insights - The S&P 500's tech sector has experienced the smallest increase in its price-to-earnings ratio compared to its 10-year average, as reported by DataTrek [1] Group 1 - The tech sector's price-to-earnings ratio is lagging behind other sectors in terms of growth relative to historical averages [1]

Core Viewpoint - The article highlights the resurgence of the "sell America" theme among traders, driven by Japan's election and a report on China's efforts to reduce its holdings in U.S. assets [1] Group 1 - Japan's recent election results are influencing market sentiment and trading strategies [1] - China's initiatives to move away from U.S. assets are raising concerns among investors regarding the stability of American financial markets [1] - The combination of these factors is prompting traders to reconsider their positions on U.S. investments [1]

Investor sentiment toward software stocks is low, and now Workday is replacing a CEO who was known for having good sales relationships. ...

Core Viewpoint - Some investors express concerns regarding Micron's role in supporting Nvidia's upcoming chip lineup, yet an analyst maintains a positive outlook on the company's positioning [1] Company Summary - Micron is currently facing scrutiny from investors about its involvement with Nvidia's new chip products [1] - Despite these concerns, an analyst believes that Micron is well-positioned in the market [1]

Alphabet's $15 billion bond deal may have a highly unusual component - MarketWatch## Market Extra# Alphabet's $15 billion bond deal may have a highly unusual component## As tech companies look to finance their hefty spending plans, they've been offering bonds with longer maturitiesPublished: Feb. 9, 2026 at 11:57 a.m. ETShareResize---Listen(3 min)Google parent Alphabet is looking to raise up to $15 billion in the bond market on Monday Photo: Justin Sullivan/Getty ImagesAlphabet shocked Wall Street last week ...

Group 1 - A significant FCC rule change is required for the deal to proceed, which opponents argue necessitates an act of Congress [1] - Initially, Trump opposed the deal but has since changed his stance to support it [1]