>> THIS IS "BALANCE OF POWER" LIVE FROM WASHINGTON, D. C. JOE: WELCOME TO "BALANCE OF POWER." ALONGSIDE JULIE FINE, I'M JOE MATHIEU.WE BEGIN WITH THE PARTIAL GOVERNMENT SHUTDOWN NOW IN DAY THREE, A FUNDING LAPSE IN EFFECT FOR TREASURY, HEALTH, DEFENSE, LABOR, AND THE DEPARTMENT OF HOMELAND SECURITY. THE HOUSE RULES COMMITTEE IS MEETING RIGHT NOW, A MEETING UNDERWAY A SPEAKER JOHNSON EXPECTS A FUNDING PACKAGE TO PASS TOMORROW WITH DEMOCRATS DEMANDING CHANGES TO ICE IN ORDER TO GET THEIR VOTE TO KEEP DHS FUND ...

Core Viewpoint - Palantir Technologies (PLTR.US) reported strong Q4 results, with revenue and earnings exceeding analyst expectations, driven by increased demand for AI and defense solutions [1] Financial Performance - Q4 operating revenue reached $1.41 billion, surpassing analyst expectations of $1.33 billion, and representing a 70% year-over-year increase [1] - Adjusted earnings per share were $0.25, better than the market expectation of $0.23 [1] - Adjusted EBITDA was reported at $805.5 million, exceeding the analyst estimate of $706.8 million [1] Future Outlook - The company expects revenue for the current year to be between $7.18 billion and $7.2 billion, with the median forecast exceeding analyst estimates of $6.27 billion and last year's revenue of $4.48 billion [1] Market Demand - Palantir's strong performance is attributed to growing demand for AI tools from both commercial enterprises and the U.S. government, with revenues from these sectors reaching $510 million and $570 million, respectively, both exceeding analyst expectations [1] Strategic Positioning - CEO Alex Karp described the performance as one of the best in the tech industry over the past decade, highlighting the U.S. government's continued adoption of Palantir's tools [1] - Palantir has paused sales of new products to U.S. allies, indicating a deep involvement in the U.S. market [1] - The company signed a contract worth up to $10 billion with the U.S. Army to support military software and data needs [1]

当地时间2月2日，美股市场在强于预期的制造业数据提振下低开高走，三大指数集体收涨。截至收 盘，道指涨1.05%，标普500指数涨0.54%，纳指涨0.56%。 贵金属市场经历剧烈波动，现货黄金2日盘中一度暴跌10%至4400美元关口。2月3日亚市早盘， 黄金白银强劲反攻。截至北京时间8时，现货黄金突破4770美元/盎司，日内涨超2%；现货白银向 上突破82美元/盎司，日内涨近5%。COMEX黄金期货、COMEX白银期货亦同步上涨。 SpaceX官网发布声明，宣布已正式收购xAI。据彭博社此前报道，这笔交易已于周一以备忘录的形 式向员工宣布，合并后的公司估值将达到1.25万亿美元，并预计仍将在今年推进IPO。知情人士透 露，该公司预计将以每股526.59美元的价格发行股票。 早上，日韩股市大幅高开。截至发稿，日经225指数涨2.23%；韩国综合指数涨3.20%。 美股三大指数集体收涨 在强于预期的制造业数据支撑下，当地时间2月2日，美股三大指数集体收涨。截至收盘，道指较前 一交易日上涨515.19点，收于49407.66点，涨幅为1.05%；标普500指数上涨37.41点，收于 6976.44点，涨幅为0.54 ...

Market Performance - The S&P 500 rose 0.54% to close at 6,976.44 points, nearing its record high of 6,978.60 [7][10] - The Nasdaq gained 0.56% to 23,592.11 points, while the Dow Jones Industrial Average increased by 1.05% to 49,407.66 points [10] - The S&P 500 experienced its first gain in three sessions, driven by gains in chipmakers and AI-related companies [9][10] Company Highlights - Alphabet's stock increased by 1.9% to a record high, and Amazon's stock rose by 1.5%, with both companies set to report quarterly results soon [1][9] - SanDisk surged 15.4%, Advanced Micro Devices rose 4%, and Micron Technology added 5.5%, benefiting from AI-related demand [1][9] - Walt Disney's stock fell 7.4% despite exceeding quarterly earnings expectations, due to warnings about declining international visitors and earnings slumps in its TV and film division [6][10] Economic Indicators - Analysts project S&P 500 companies' earnings to grow nearly 11% in the December quarter, up from an initial estimate of about 9% [6] - U.S. factory activity showed growth for the first time in a year in January, according to PMI data [8][10] - The CBOE VIX, a volatility index, decreased by 1 point to 16.5, indicating reduced market fear [8][10] Small-Cap Stocks - The Russell 2000 index rose about 1%, significantly outperforming the S&P 500 and Nasdaq in 2026, reflecting investor confidence in the economy [2][9] - Advancing issues outnumbered declining ones in the S&P 500 by a ratio of 1.4-to-one, with 30 new highs and 9 new lows recorded [9][10]

Group 1: Market Overview - US manufacturing activity exceeded expectations, leading to a rebound in major US stock indices, with the S&P 500 rising by 0.54%, the Dow Jones by 1.05%, and the Nasdaq by 0.56% [1] - The Nasdaq Golden Dragon China Index fell by 0.65%, with notable declines in Chinese concept stocks such as Yilong Energy down by 90% and XPeng down by over 8% [3] Group 2: Company Performance - Apple shares rose approximately 4%, leading tech giants, while Google rebounded nearly 2% to reach a historical high; Nvidia, embroiled in OpenAI investment concerns, fell nearly 3% [2] - Palantir's performance and guidance exceeded expectations, leading to a post-market surge of over 8% [2] - NXP Semiconductors saw a decline of over 6% in after-hours trading due to disappointing automotive business revenue [2] Group 3: Industry Developments - SpaceX announced the acquisition of Elon Musk's AI company xAI [6] - Alphabet's Waymo completed a $16 billion financing round, resulting in a post-money valuation of $126 billion [10] - Samsung and SK Hynix plan to expand advanced NAND production capacity [8] Group 4: Economic Indicators - The US manufacturing index release caused US Treasury yields to reach daily highs, and the US dollar index accelerated to a one-week high [4] - Offshore RMB briefly rose above 6.94, nearing a three-year high [4] Group 5: Sector Insights - The lithium battery sector is witnessing significant advancements, with Tesla achieving large-scale production of dry electrode technology, which could reduce costs and energy consumption by 15% [14] - The ice and snow economy is projected to grow, with the 2024 ice and snow industry scale expected to reach 980 billion yuan, driven by policy support and major events [15] - The semiconductor industry is advancing with new technologies, such as the oxy-MOCVD technique, which enhances the production of two-dimensional semiconductors [18]

Palanteer reporting fourth quarter earnings just moments ago. Let's get some more reaction with Shai Balor, chief market strategist at Futurum. Shai Palanteer just reported results crossed the wire.We are surging here. We're up about 8% in the after hours. What do you make of the results, Shai.First and most important, the growth debate is officially over. I mean, I think a lot of the AI bears were bracing for a deceleration Palanteer's 2026 guidance. We actually got a receleration.Uh they were embracing fo ...

Group 1 - Palantir Technologies Inc. has provided a revenue outlook for fiscal year 2026 that significantly exceeds Wall Street expectations, projecting annual revenue between $7.18 billion and $7.2 billion, compared to analysts' average estimate of $6.27 billion [1] - The company's fourth-quarter revenue surged 70% year-over-year to $1.41 billion, with earnings per share of $0.25 surpassing the average expectation of $0.23 [1][2] - Following the announcement, Palantir's stock rose approximately 8% in after-hours trading, recovering from a 29% decline since its peak in November of the previous year [1] Group 2 - Palantir has been a long-term service provider for the U.S. Immigration and Customs Enforcement (ICE), assisting in the establishment of personal profiles, and has seen strong growth in its defense and enterprise business [2] - The company has benefited significantly from the AI boom, with its stock price increasing nearly 800% over the past two years, resulting in a market capitalization increase of approximately $315 billion [2] - In a letter to shareholders, CEO Alexander Karp referred to the company's accelerated revenue growth as a "cosmic return" for supporters, while describing its software systems as capable of preventing unconstitutional intrusions into citizens' private lives [2]

US stock futures mostly edged higher on Tuesday, eyeing a return to the new-month rally as earnings fueled faith in techs and the swings in precious metals continued with a jump higher. Contracts on the tech-heavy Nasdaq 100 (NQ=F) moved up 0.4%, while those on the S&P 500 (ES=F) nudged up 0.1%. Dow Jones Industrial Average futures (YM=F) slipped 0.1%, after the blue-chip benchmark led gains on Monday with a 500-point advance. The S&P 500 (^GSPC) is eyeing a fresh record after Palantir's (PLTR) surprisi ...

US stock futures rose on Tuesday following a broad rally to kick off the new month on Wall Street. S&P 500 futures (ES=F) moved up 0.2%, while those on the tech-heavy Nasdaq 100 (NQ=F) climbed roughly 0.5%. Meanwhile, Dow Jones Industrial Average futures (YM=F) were little changed, after the blue-chip benchmark led gains on Monday with a 500-point advance. AI-related infrastructure names including Sandisk (SNDK) finished the day in positive territory. Nvidia (NVDA), however, slid by nearly 3% amid news ...

Market Overview - US stock futures rose, with S&P 500 futures up 0.3% and Nasdaq 100 futures climbing approximately 0.7%, while Dow Jones futures remained stable after a 500-point gain on Monday [1] - Investors are particularly focused on tech earnings, looking for signs that AI investments are leading to improved margins and earnings growth [3] Company Performance - AI-related infrastructure companies, such as Sandisk, ended the day positively, while Nvidia shares fell nearly 3% due to OpenAI's dissatisfaction with Nvidia chips and the search for alternative hardware [2] - Palantir shares surged around 12% in premarket trading after reporting stronger-than-expected fourth-quarter results, driven by revenue from US commercial and government sectors [3] Upcoming Earnings - More than 100 S&P 500 companies are set to report earnings this week, including Advanced Micro Devices on Tuesday and major players like Amazon and Alphabet later in the week [2]