Well, we've gotten in four of the mag seven companies. This week, we'll hear from Amazon and Alphabet Google. So, what can we expect? Let's talk to our panel. Kim Forest, founder and chief investment officer of Bokeh Capital Partners, and Corey Johnson, chief market strategist at Apistrophe Capital Research. Thank you both for being with us. Corey, I'll start with you. When you think about the mag seven names, I mean, there were some that people loved like Microsoft. I I actually was with the trader last ni ...

Key Takeaways Alphabet's fourth quarter 2025 earnings are expected to be $2.58 per share, up 20% Y/Y. GOOGL's fourth-quarter 2025 revenues are projected at $94.7B, led by $61.27B from AI-powered Search. Rising costs, ad pressures, and competition in the Cloud may weigh on results. Alphabet (GOOGL) is set to report fourth-quarter 2025 results on Feb. 4. For fourth-quarter 2025, the Zacks Consensus Estimate for earnings is pegged at $2.58 per share, down by a penny over the past 30 days, and indicates 20% yea ...

What happened According to an SEC filing dated Feb. 2, 2026, Artemis Investment Management LLP initiated a new stake in Commercial Metals Company (NYSE:CMC) by acquiring 1,501,906 shares during the fourth quarter. The estimated transaction value was $103.96 million, calculated using the quarter’s average share price. The quarter-end value of the position matched this figure, reflecting the combined impact of the share purchase and any price movement during the period. What else to know Artemis’s new Com ...

Alphabet Inc. ( GOOG ) ( GOOGL ), aka Google stock, continues to forge new all-time highs into the new year, despite resurfacing volatility across the broader AI trade. While growing investors’ concerns about the durabilityAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (o ...

上周五，谷歌(GOOG.US,GOOGL.US)发布了一款可生成虚拟3D世界的AI原型工具"Project Genie"，引发 投资者担忧该技术可能对传统游戏开发商构成颠覆性威胁。受此影响，Unity Software Inc.(U.US)、 Roblox Corp.(RBLX.US)以及波兰游戏巨头CD Projekt SA股价集体跳水。 周一交易中，Unity与Roblox股价出现反弹，而CD Projekt在华沙市场则连续第三个交易日下跌，显示欧 洲游戏板块的压力仍未完全消散。 来源：智通财经网 近日，受谷歌推出AI工具"Project Genie"影响，全球游戏开发商股票遭遇大幅抛售。不过，波兰mBank SA分析师指出，市场的恐慌反应"并不合理"，相关股价下跌更像是一场被夸大的过度解读。 Poniatowski认为，从谷歌发布的宣传视频来看，AI工具未来或将推动独立开发者和小型工作室项目数量 激增，从而加剧行业竞争。相比之下，拥有强大IP和沉浸式叙事能力的大型开发商，其核心竞争力并不 会轻易被削弱。 "如果从纯粹的游戏制作角度来看，我们并不认为AAA工作室会失去自身价值主张，"Wedbush分析师 ...

近日，受谷歌推出AI工具"Project Genie"影响，全球游戏开发商股票遭遇大幅抛售。不过，波兰mBank SA分析师指出，市场的恐慌反应"并不合理"，相关股价下跌更像是一场被夸大的过度解读。 上周五，谷歌(GOOG.US,GOOGL.US)发布了一款可生成虚拟3D世界的AI原型工具"Project Genie"，引发 投资者担忧该技术可能对传统游戏开发商构成颠覆性威胁。受此影响，Unity Software Inc.(U.US)、 Roblox Corp.(RBLX.US)以及波兰游戏巨头CD Projekt SA股价集体跳水。 周一交易中，Unity与Roblox股价出现反弹，而CD Projekt在华沙市场则连续第三个交易日下跌，显示欧 洲游戏板块的压力仍未完全消散。 Poniatowski认为，从谷歌发布的宣传视频来看，AI工具未来或将推动独立开发者和小型工作室项目数量 激增，从而加剧行业竞争。相比之下，拥有强大IP和沉浸式叙事能力的大型开发商，其核心竞争力并不 会轻易被削弱。 "如果从纯粹的游戏制作角度来看，我们并不认为AAA工作室会失去自身价值主张，"Wedbush分析师 Alicia Re ...

Around 10 minutes into trading, the The tech-focused Nasdaq Composite Index lost 0.1 percent at 23,440.44."Earnings so far have been good, but there's still questions about the artificial intelligence trade and they linger into this week because we have more of the 'Magnificent Seven' reporting," said Art Hogan of B. Riley Wealth Management.He was referring to a term covering seven US tech giants, including AI chipmaker Nvidia and Among those due to report earnings this week are Amazon and Alphabet.In the m ...

【导读】特朗普启动120亿美元矿产储备计划 大家好，关注一下特朗普的消息。 2月2日晚间，美国稀土公司盘前拉升，现涨近6%。 消息面上，特朗普准备推出一项"战略性关键矿产储备"，首期资金达120亿美元，为制造商抵御供应冲 击、降低断供风险。 这项计划被称为"Vault计划"（Project Vault），拟将16.7亿美元的私人资本与美国进出口银行（Ex-Im Bank）提供的100亿美元贷款结合起来，用于为汽车制造商、科技公司及其他制造企业采购并储存关键 矿产。 美国政府官员称，这将是美国私营部门"前所未有"的矿产储备安排。 这一做法类似于美国现有的紧急原油储备，只不过储备对象不是原油，而是矿产——例如镓、钴等，这 些材料被用于制造iPhone、电池和喷气发动机等产品。预计储备将涵盖稀土与关键矿物，以及其他具有 战略意义、且价格波动较大的元素。 目前已有十多家公司参与，包括通用汽车、Stellantis、波音、康宁、GE Vernova以及谷歌等。三家大宗 商品贸易机构——Hartree Partners、Traxys North America与Mercuria Energy Group——将负责原材料采 ...

周一全球股市出现"集体撤退"。在贵金属暴跌引发的风险资产抛售潮中，标普500指数期货暗示美股将 迎来连续第四天下跌。比特币在周末走弱后徘徊在7.7万美元附近。 截至发稿，道指期货跌0.09%，标普500指数期货跌0.38%，纳指期货跌0.66%。 欧洲股市则基本持平、波动不大。欧洲股指在开盘大幅下挫后，早盘趋于稳定。英国富时100指数下跌 0.2%，主要受贵金属矿业股拖累。 亚洲市场跌势更重：作为AI交易风向标的韩国Kospi指数暴跌5.3%，大型科技股领跌。韩国市场的急跌 一度触发短暂停牌，监管机构试图抑制波动。日本日经225指数下跌1.3%，能源股和金融股拖累大盘； 香港恒生指数下跌2.2%。 大宗极端波动仍是焦点 商品市场的极端波动仍是市场关注的中心。黄金在一度下跌10%后收窄跌幅；白银曾下挫16%，随后反 弹收复大部分跌幅。市场参与者正评估：在沃什领导下，美联储降息周期可能更慢、幅度更浅，这对贵 金属意味着什么。 马来亚银行的Tareck Horchani表示，特朗普的美联储人选引发了跨资产波动，投资者正重新评估在外 汇、商品和股票上的仓位，尤其是在美元反弹之后更是如此。 加剧波动的另一个因素，是全球 ...

周一（2月2日）美股盘前，稀土概念明显走强。 截至发稿，NioCorp Developments盘前涨近9%，Critical Metals涨超7%，TMC the metals、American Resources、United States Antimony涨逾6%，USA Rare Earth涨近6%、MP Materials涨近5%。 | 代码 | 名称 | 盘前涨跌幅 √ | | --- | --- | --- | | NB | NioCorp Developments | 8.98% | | CRML | Critical Metals | 7.52% | | TMC | TMC the metals | 6.50% | | AREC | American Resources | 6.01% | | UAMY | United States Antimony | 6.00% | | USAR | USA Rare Earth | 5.71% | | MP | MP Materials | 4.88% | | PPTA | Perpetua Resources | 4.13% | | UUUU | ...