Market Overview - The U.S. stock market opened mixed on February 4, with the Nasdaq down 0.87%, the Dow Jones up 0.21%, and the S&P 500 down 0.29% [1] - Major tech stocks mostly declined, with AMD dropping over 13% due to Q1 guidance falling short of some analysts' expectations [1][2] - Other notable declines included Meta down 1.86%, Nvidia down 0.9%, Amazon down 0.62%, and Microsoft down 0.29% [1] Company Performance - AMD's stock price fell to $209.22, reflecting a decrease of 13.58% [2] - Meta Platforms reported a stock price of $678.83, down 1.86% [2] - Nvidia's stock price was $178.71, down 0.90% [2] - Amazon's stock price was $237.15, down 0.62% [2] - Microsoft reported a stock price of $410.03, down 0.29% [2] - Tesla's stock price decreased by 0.14% to $421.39 [2] - Intel's stock price increased by 0.19% to $49.35, while Qualcomm rose by 2.59% to $150.99, and Apple increased by 2.98% to $XXX [2] Chinese Stocks - The Nasdaq Golden Dragon China Index fell over 2%, closing at 7457.16 points [3] - Notable declines among popular Chinese stocks included Kingsoft Cloud down 7.39%, NetEase down 6.93%, and Bilibili down 6.12% [3][4] - Baidu and Futu Holdings both dropped over 4.7%, while Tencent Music fell over 4.2% [3] Commodity Market - On February 4, spot gold rose by 0.93% to $4987.59, while spot silver increased by over 4.1%, reaching $89.57 per ounce [5][6] - Brent crude oil rose by 0.07% to $67.38 per barrel, while WTI crude oil fell to $63.19 per barrel, down 0.03% [6] Employment Data - In January, the U.S. ADP employment numbers increased by 22,000, which was below the forecast of 45,000 and the previous value of 41,000 [8]

Have you assessed how the international operations of Meta Platforms (META) performed in the quarter ended December 2025? For this social media company, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shaping its overall financial health and growth trajectory. For ...

In November 2025, I published my last article about Meta Platforms, Inc. ( META ), and although I am a shareholder and won’t sell my shares anytime soon, I was rather cautious in myMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from large cap to small cap companies).My ac ...

In November 2025, I published my last article about Meta Platforms, Inc. ( META ), and although I am a shareholder and won’t sell my shares anytime soon, I was rather cautious in myMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from large cap to small cap companies).My ac ...

Market Overview - The Dow Jones Industrial Average increased by 0.43% to 49,454.63, while the Nasdaq Index decreased by 0.17% to 23,215.58, and the S&P 500 rose slightly by 0.07% to 6,922.99 [1] - The Nasdaq 100 saw a decline of 0.40% to 25,238.22 [1] Major Technology Stocks - AMD experienced a significant drop of 11.00% [2] - SanDisk fell by 6.89% [2] - Oracle decreased by 3.72% [2] - Facebook (Meta Platforms) declined by 1.46% [2] - Broadcom saw a decrease of 1.16% [2] - NVIDIA and Amazon also experienced minor declines of 0.67% and 0.33% respectively [2] Chinese Concept Stocks - Major Chinese concept stocks collectively declined, with Kingsoft Cloud dropping over 5% [3] - Ctrip Group, NetEase, and Bilibili each fell by over 4% [3] - Baidu Group and Futu Holdings decreased by over 3% [3] Detailed Performance of Chinese Stocks - Kingsoft Cloud fell by 5.45% to 12.414 [4] - Ctrip Group decreased by 4.84% to 57.550 [4] - NetEase dropped by 4.20% to 122.970 [4] - Baidu Group declined by 3.60% to 139.640 [4] - Futu Holdings decreased by 3.52% to 154.155 [4] - Other notable declines include XPeng Motors (-2.10%), Tencent Music (-1.98%), and JD Group (-1.41%) [4]

For several years, investors have rewarded large tech conglomerates in the "Magnificent Seven" that announced plans to ramp up capital expenditures for artificial intelligence (AI) infrastructure. The thinking was that these companies would only make such a large investment if they believed it would yield strong returns. However, in recent months, investors have begun to question whether the returns would really be as promising as many initially believed. Suddenly, AI capex was no longer rewarded, especi ...

Owning companies that successfully disrupt an industry to create an entirely new category can result in huge gains for investors. This is what Netflix (NASDAQ: NFLX) has achieved. Shares have skyrocketed an unbelievable 2,580% in the past 15 years (as of Jan. 30). For a business whose primary purpose is to win attention, engagement is a crucial data point for investors and the leadership team to track closely. However, Netflix has some work to do here. Where to invest $1,000 right now? Our analyst team jus ...

（来源：OneSight） 2026年初，最新显示：Meta 旗下 Threads 日活用户已连续数月超过 X（原 Twitter）。截至 1 月 7 日，Threads 的 iOS 与 Android 移动日活达到约 1.415 亿，而 X 的同类数据约为 1.25 亿。这一趋势并非短期波动，而是 Threads 在过去一年多时间里稳步增长、X 移动端趋缓的结果。 关于 Threads 和 X 之争，随着时间的推移已经成为品牌要重点考量的社交媒体营销问题之一——品牌是否需要重新评估对这两个平台的投入？ 而在判断哪个平台更具优势之前，不如回到更根本的问题：不同平台正在塑造怎样的用户行为，又如何改变品牌被看见、被理解和被回应的方式。在不 断变化的社交语境里，出海品牌应如何重新定位自己的发声位置。 0 1 X vs Threads 的品牌价值 尽管X数据并不乐观，但日活数据本身并不足以定义平台的真实走向。真正影响品牌决策的，是不同平台正在形成的内容语境与互动逻辑，以及它们如何 改变品牌被理解、被回应乃至被记住的方式。正是在这样的差异中，X 与 Threads 开始承担起不同的品牌价值。 1.不同的平台，承载不同的 ...

Two years after Meta announced it was shuttering its Workplace enterprise business, a band of former engineers at the social media company is launching a new corporate communication platform.Slashwork, as the startup is called, on Wednesday announced that it has raised $3.5 million in funding from a variety of investors including Slack co-founder Cal Henderson and Sandberg Bernthal Venture Partners, the venture capital firm of former Meta COO Sheryl Sandberg.The London startup was co-founded by Jackson Gabb ...

European countries are taking their broadest swipe yet at social media, with a growing number weighing bans of the services for minors and setting the stage for a new showdown with some of the biggest US companies.The policy was first implemented in Australia, encompassing Meta Platforms Inc.’s Instagram and Facebook, Snap Inc., Elon Musk’s X, TikTok and Google’s YouTube. Now it’s catching on in Europe, threatening to cut off access to millions of young users from services regulators call harmful and addict ...