NEW YORK--(BUSINESS WIRE)--Klarna, the global digital bank and flexible payments provider, is joining Google's Universal Commerce Protocol (UCP), an open standard designed to help AI agents and commerce systems work together across the full shopping lifecycle, from discovery and purchase through post-purchase support. UCP enables consumers to shop seamlessly in AI conversations while giving agents, merchant systems, and payment providers a standardized way to interact across multiple AI platfor. ...

(Bloomberg) — President Donald Trump is set to launch a strategic critical-minerals stockpile with $12 billion in seed money, a bid to insulate manufacturers from supply shocks as the US works to slash its reliance on Chinese rare earths and other metals. The venture — dubbed Project Vault — is set to marry $1.67 billion in private capital with a $10 billion loan from the US Export-Import Bank to procure and store the minerals for automakers, tech firms and other manufacturers. Most Read from Bloomberg ...

AI Stocks Checkup: Weekly Moves And Who's Leading Or Lagging In 2026 | Investor's Business DailyBREAKING: [Futures Off Lows, Bitcoin Dives To Lowest Since 2024]---One month into 2026, the leaders and laggards in artificial intelligence stocks look a lot different than last year. With earnings due from Palantir Technologies (GOOGL) and Amazon.com (AMZN) this week and Nvidia (NVDA) on Feb. 25, more volatility for AI stocks could be on the way. Among last week's winners were Meta Platforms (META), whose core a ...

以下文章来源于海外独角兽 ，作者拾象投研团队 海外独角兽 . 研究科技大航海时代的伟大公司。 当大模型的"暴力美学"逐渐步入深水区，全球 AI 产业的叙事逻辑正在发生深刻演变。OpenAI、Google、Anthropic 三强割据，谁能率先推开 AGI 的大门？下一代 技术范式 continual learning（持续学习） 将如何颠覆现有格局？ 2026年1月10日的课程中，我们特别邀请到了拾象科技创始人兼 CEO 李广密老师讲授《2026AGI洞察与投资趋势》。 作为深度穿梭于硅谷与中国的一线投资人， 他将带我们跳出繁杂的现象，从宏观视角复盘 AI 军备竞赛，预判 2026 年的AI创业胜负手。 李广密老师立足于全球视野，深度复盘了过去三年 AI 浪潮的演进路径，前瞻性地提出了 2026 年 AGI 发展的核心判断。 李广密老师将结合其在硅谷的一手调研 经验，深入剖析顶级模型公司（OpenAI、Google、Anthropic）的战略分化，探讨算力基建（GPU与TPU）的阵营对抗，并揭示在"技术溢出"红利下，创业者如 何捕捉下一个千亿美金级别的"新物种"。 课程不仅涵盖了宏观的投资策略，更通过 Cur ...

Group 1 - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2] - Analysts had initially expected an 8.3% increase in earnings per share heading into the reporting period, which was a decrease from the previous quarter's 13.6% growth rate [3] Group 2 - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies continuing to influence the market [4] - Upcoming earnings reports will include updates from companies like Disney, Chipotle, PepsiCo, Uber, and Snap, indicating a broad range of sectors being analyzed [4]

Core Viewpoint - The stock market is currently experiencing signs of an AI bubble, despite the long-term bullish outlook on artificial intelligence. Group 1: Market Performance - The Invesco QQQ Trust, tracking the Nasdaq-100 index, has achieved a total return of 117% over the past three years, largely driven by the "Magnificent Seven" stocks and AI ventures [2]. Group 2: Warning Signs of an AI Bubble - **Enormous Capital Outlays**: Major data center operators, including Amazon, Microsoft, and Alphabet, collectively spent hundreds of billions on AI-related capital expenditures last year, indicating a surge in investment activity [4]. - **Funding Challenges for OpenAI**: OpenAI plans to spend $1.4 trillion on computing resources over the next eight years, raising questions about funding sources despite reaching $20 billion in annualized revenue last year [5]. - **Financial Engineering**: Companies with strong net income are still raising capital through financial engineering, such as a $27 billion joint venture between Meta Platforms and Blue Owl Capital, which keeps debt off Meta's balance sheet [6]. - **Interconnectedness of AI Sector**: The interconnected nature of AI companies means that struggles within one entity could lead to broader issues across the sector [7]. Group 3: Long-Term Return Uncertainty - Despite rapid adoption of AI tools, with OpenAI's ChatGPT reaching 800 million weekly users and Alphabet's Gemini app having 650 million monthly active users, only 3% of AI users pay for premium access, raising doubts about the adequacy of returns on AI investments [8]. - There is a possibility that AI may only provide incremental benefits to the economy, potentially disappointing those who expect transformative changes akin to past innovations like PCs and mobile devices [9].

欧洲议会的报告显示，欧盟仍然依赖非欧盟国家提供超过80%的数字服务和基础设施。 法国开始推动数百万公务员使用自主研发的软件替代Zoom和微软的Teams，这标志着欧洲各国政府数十 年来摆脱对美国大型科技公司依赖的努力又迈出了新一步。 近期，法国总理勒科尔尼致函法国各部委，要求他们在2026年年底前将视频会议系统迁移到Visio—— 一款法国自主研发的Zoom替代软件。他在信中写道："为了保障公共电子通信的安全、保密性和稳定 性，必须部署一套由国家控制、基于自主技术且统一的视频会议解决方案。" 随后，同样的逻辑再次显现：法国政府阻止卫星运营商欧洲通信卫星公司（Eutelsat）将其地面天线业 务出售给私募股权公司EQT，理由是该集团具有战略意义，是特斯拉创始人马斯克旗下星链互联网服务 的竞争对手。 法国的举措紧随欧洲议会通过一项决议之后，该决议呼吁成员国"尽可能通过促进欧洲数字产品和服务 的采购来加强欧洲的技术主权"。 对外经济贸易大学全球价值链研究院研究员、法国经济研究中心主任赵永升对第一财经记者表示，上述 有关禁用Zoom的决策主要针对法国公共部门。他表示，面对美国在关税乃至地缘政治方面的咄咄逼 人，欧洲喊 ...

Weekly large cap, mid cap, small cap best & worst rankings. Know what sectors, industries, and stocks to buy and when to buy them. Sign up for Tomorrow's Top Stocks Today to start receiving your weekly reports now before the next move.It's been a bit since I posted updates from our weekly sector and stocks ranking. In fact, the last time we spoke was when I predicted the stock market low on April 8, 2025, citing our proprietary data. ThatLimelight Alpha Management Partners is a team of analysts powered by E ...

Gold dropped as much as 6% and silver tumbled 10%, as commodity exchange CME Group boosted margin requirements for the precious metals ‌following a historic ‌plunge on Friday. The rout rippled across markets as leveraged investors were forced to unwind positions to meet margin calls.U.S.-listings of gold and ‌silver miners dropped in premarket trading. Newmont down 2.2%, while Barrick Mining and Kinross Gold dropped 2.8% and 3.2%, respectively.Hecla Mining and Coeur Mining slipped over 2.7% each.The metals ...

开源证券发布研报称，据媒体报道，AI社交平台Moltbook成为又一个在海外火热出圈的AI应用；腾讯 (00700)旗下AI平台元宝于2月1日开启新春现金红包活动，大量用户分享红包链接至微信群等社交平 台，或推动元宝下载量大增；另外，谷歌(GOOGL.US)宣布世界模型Genie3开启公测。 另外，腾讯旗下AI平台元宝于2月1日开启新春现金红包活动，大量用户分享红包链接至微信群等社交 平台，或推动元宝下载量大增，七麦数据显示其2月1日登顶iPhone应用总榜，元宝同日还宣布"元宝 派"公测上线，用户可通过元宝APP创建或加入一个"派"，元宝AI作为派友，能够与用户聊天互动、协 作与娱乐，除了内测已有的@元宝AI对话、P图二创和共享屏幕等能力之外，公测版本还打通了腾讯视 频、QQ音乐内容生态，用户可以与派友一起听音乐、一起看电影等。 我们认为，无论是Moltbook平台上AI智能体之间的交互，还是元宝派打造的用户与AI智能体之间、用 户与用户之间的社交，或都表明大模型推理、长文本、多模态能力迭代至今，已具备较强的类人交互基 础，AI社交平台从垂直细分领域（如角色扮演游戏、情感陪伴聊天等）到通用全面社交的路径或已 ...