Ge Long Hui·2026-02-10 12:32Group 1 - US stock index futures showed slight increases, with Nasdaq futures up 0.22%, S&P 500 futures up 0.15%, and Dow futures up 0.01% [1] - European stock indices had mixed results, with Germany's DAX up 0.03%, UK's FTSE 100 down 0.34%, France's CAC up 0.25%, and the Euro Stoxx 50 up 0.19% [1] - Citigroup warned that "AI disruption" could lead software stocks to retest their 2023 lows, with a potential long-term terminal value evaporation of about one-third [1] - AI startup Anthropic plans to secure 10 gigawatts of data center computing power, surpassing OpenAI [1] - The US plans to exempt companies like Amazon, Google, and Microsoft from upcoming chip tariffs, potentially linked to TSMC's investment commitments [1] - TSMC reported a 36.8% year-on-year increase in January sales to a record high of NT$401.26 billion, with a board-approved capital budget of $44.962 billion [1] - Amazon plans to launch a content trading platform allowing publishers to sell content to AI companies [1] - Alphabet's Waymo achieved fully autonomous driving operations in Nashville, Tennessee [1] - Tesla's North American sales head Raj Jegannathan has left the company amid challenges of declining global demand [1] - Salesforce reportedly laid off fewer than 1,000 employees earlier this month, affecting marketing and product management roles [1] Group 2 - Eli Lilly will acquire Orna Therapeutics for $2.4 billion to strengthen its position in the autoimmune sector [2] - Baidu is reportedly secretly launching the "O Plan," which insiders say is related to the Baidu app [2] - Qianwen APP is testing integration with Damai, covering the entire process from film recommendations to payment and ticket issuance [2] - AstraZeneca expects a 9% increase in product sales to over $55.5 billion by 2025, anticipating continued growth this year [2] - Coca-Cola's Q4 net revenue of $11.8 billion fell short of expectations, with an anticipated adjusted organic revenue growth of 4-5% this year [2] - BP's Q4 underlying replacement cost profit increased by 32% year-on-year to $1.54 billion, with stock buybacks paused [2] - Barclays reported a pre-tax profit of £1.9 billion in Q4, exceeding expectations, and committed to returning at least £15 billion to shareholders by 2028 [2] - ON Semiconductor's Q4 revenue declined by 11% year-on-year to approximately $1.53 billion, with first-quarter guidance falling short of expectations [2] - Ferrari's Q4 net profit of €381 million exceeded expectations, with orders already booked through the end of 2027 [2]