Oracle Reveals $50 Billion AI Funding Plan. The Stock Swings Higher. | Investor's Business DailyBREAKING: [Futures Mixed; Disney, Oracle Are Early Movers]---Oracle (ORCL) said it plans to raise up to $50 billion using equity and debt this year to fund the AI ambitions of its cloud-infrastructure business. Oracle stock swung higher in premarket trading after initially falling following the announcement. The move comes as cloud hyperscalers are spending hundreds of billions to build data centers equipped to t ...

Palantir Technologies Inc.(PLTR.US)的股价两年来首次未在季度财报发布前迎来上涨——这一信号表 明，投资者对这只已成为标普500指数中最昂贵股票之一，已愈发缺乏追高的理由。 自去年11月(即Palantir上次发布财报前)创下峰值以来，这家软件公司的股价已下跌29%，而自2026年初 以来累计下跌18%，使其成为标普500指数今年表现最差的15只股票之一。尽管此轮抛售压低了Palantir 的估值，其股价市盈率仍高达约142倍预期收益，在标普500指数中位列第三高。 尽管估值高企，华尔街仍预期Palantir将再次交出稳健增长的成绩单。覆盖该公司的分析师预计，其 2025年第四季度调整后每股收益将增长63%至23美分，营收预计达到13亿美元，同比增长61%。 晨星投资服务公司的Mark Giarelli表示："说到底，投资者现在要的是实打实的业绩和合理的估值，也就 是具备吸引力的投资标的。"目前他对Palantir给出"卖出"评级，目标价定为135美元。 多重因素之下，Palantir面临着巨大压力，其必须给出超预期的业绩指引，以此证明自身的高估值名副 其实。不过，Resear ...

Market Overview - US stock index futures showed a significant narrowing of declines, with Dow futures down 0.09%, S&P 500 futures down 0.38%, and Nasdaq futures down 0.66% as of the report [1] - European indices performed positively, with Germany's DAX up 0.91%, UK's FTSE 100 up 0.64%, France's CAC40 up 0.60%, and the Euro Stoxx 50 up 0.47% [2][3] - WTI crude oil fell by 4.75% to $62.11 per barrel, while Brent crude oil dropped by 4.52% to $66.19 per barrel [3][4] Key Corporate Developments - Disney reported Q1 revenue and profit exceeding expectations, driven by strong performance in its theme park business, achieving $26 billion in revenue, a 5% year-over-year increase, and a pre-tax profit of $3.7 billion [10] - Tyson Foods also exceeded revenue expectations in Q1, reporting $14.31 billion, a 5.1% year-over-year increase, with adjusted EPS of $0.97, surpassing analyst expectations [10] - Tesla announced the upcoming launch of its third-generation humanoid robot, aiming for an annual production capacity of 1 million units by the end of 2026, although its stock was down 1.64% in pre-market trading [11] - Oracle plans to raise $45 to $50 billion to expand its cloud infrastructure, indicating strong demand from major clients like AMD and Meta [11] - Apple faces supply chain challenges as AI companies aggressively purchase key components, impacting its profit margins and leading to increased costs for chips and storage [12] - Boeing is under scrutiny from the FAA, which stated that the company must take further actions to regain its certification rights, despite having made significant progress [13] Upcoming Economic Data and Events - Key economic data releases include the final January SPGI Manufacturing PMI at 22:45 Beijing time and the January ISM Manufacturing PMI at 23:00 [14][15] - Notable earnings reports are expected from Palantir, NXP, and Teradyne on Tuesday morning, with PepsiCo and Pfizer reporting before the market opens [17]

The first week of February brings a Super Bowl of earnings with over 100 S&P 500 members, headlined by hyperscale heavyweights, pharmaceutical giants and Main Street favorites. AMZN stock is moving. See the chart and price action here. Here's a look at this week's earnings calendar: Monday, Feb. 2Before Market Open:The week started early with Walt Disney Co. (NYSE:DIS) reporting its first-quarter results ahead of Monday's opening bell. The company reported EPS of $1.63, which beat the $1.57 estimate. Q1 rev ...

Market Overview - US stock index futures showed a significant narrowing of declines, with Dow futures down 0.09%, S&P 500 futures down 0.38%, and Nasdaq futures down 0.66% as of the report [1] - European indices performed positively, with Germany's DAX up 0.91%, UK's FTSE 100 up 0.64%, France's CAC 40 up 0.60%, and the Euro Stoxx 50 up 0.47% [2] - WTI crude oil fell by 4.75% to $62.11 per barrel, while Brent crude oil dropped by 4.52% to $66.19 per barrel [3] Strategic Developments - The US government is launching a strategic critical mineral reserve initiative, with President Trump allocating $12 billion to the "Treasury Project" aimed at reducing dependence on Chinese rare earths and other metals. This plan combines $1.67 billion in private capital with $10 billion in loans from the Export-Import Bank of the United States [4] Economic Focus - The upcoming week will focus on the US non-farm payroll report, with additional attention on manufacturing and service sector data, as well as the University of Michigan's consumer sentiment index. Major tech companies, including Google and Amazon, are set to report earnings [5] Commodity Volatility - Gold prices have experienced unprecedented volatility, surpassing that of Bitcoin, with Wall Street maintaining a bullish long-term outlook for gold, predicting prices could reach $6,000 by the end of 2026 [6] Currency Movements - Following the nomination of Kevin Walsh as the next Federal Reserve Chair, the dollar saw its largest increase since May, despite asset managers increasing their bearish positions on the dollar [7] Market Sentiment - Wedbush warns that under Walsh's leadership, liquidity benefits may end, leading to potential turbulence in the US stock market in the coming months [8] Company Earnings - Disney reported Q1 revenue of $26 billion, exceeding analyst expectations, driven by strong performance in its theme park business [9] - Tyson Foods posted Q1 revenue of $14.31 billion, surpassing Wall Street's forecast, aided by robust chicken demand [9] - Tesla announced the upcoming launch of its third-generation humanoid robot, aiming for a production capacity of 1 million units annually by the end of 2026 [10] - Oracle plans to raise $45 to $50 billion to expand its cloud infrastructure, targeting major clients like AMD and Meta [10] - Apple faces challenges as AI companies increasingly dominate the supply chain for critical components, impacting its profit margins [11] - Boeing is under scrutiny from the FAA, which states that the company must take further actions to regain its certification rights [12] Upcoming Economic Data - Key economic data releases include the final manufacturing PMI for January and the ISM manufacturing PMI, along with speeches from Federal Reserve officials [13][14]

Palantir Stock Upgraded Ahead Of Q4 Earnings Report. Will PLTR Stock Shake Off January Blues?| Investor's Business DailyBREAKING: [Futures Off Lows, Bitcoin Dives To Lowest Since 2024]---Shares in Palantir Technologies (PLTR) retreated nearly 18% in January, 2026. Palantir stock also fell in January 2024, then came roaring back to post a whopping 340% gain that year. Can PLTR stock stage a comeback again? The maker of data analytics software reports fourth quarter earnings on Monday. In 2024, better-than-ex ...

Market Overview - Futures are trading lower following a significant risk-off Friday, with all major indices declining due to profit-taking and concerns over monetary policy after President Trump's appointment of Kevin Warsh as the next Federal Reserve Chairman [2] - The Producer Price Index for final demand increased by 0.5%, marking the largest rise in months, with a 3.0% annual increase, indicating persistent inflation [2] - The Nasdaq saw the largest decline, closing down 0.94% at 23,461, while the Dow Jones finished at 48,892, down 0.36%, and the S&P 500 closed at 6,939, down 0.43% [2] Treasury Bonds - Yields across the Treasury curve were mixed as the market reacted to Kevin Warsh's appointment, with Wall Street favoring his selection for maintaining the Federal Reserve's independence and a strong inflation stance [3] - The 30-year bond yield closed at 4.88%, while the 10-year note was at 4.25% [3] Oil and Gas - The energy sector experienced a slight pullback but still rose, supported by concerns over potential armed conflict with Iran [4] - Brent crude finished up 0.46% at $69.91, and West Texas Intermediate rose 0.54% to $65.77, while natural gas surged 11.38% to close at $4.36 due to frigid weather and a potential bomb cyclone [4] Precious Metals - Precious metals faced a significant sell-off, with gold and silver prices dropping sharply after a period of substantial gains, attributed to profit-taking [5] - Gold closed at $4,872, down 9.41%, and silver finished at $84.50, down 27%, marking the worst day for silver since 1980 [5] Upcoming Earnings - The new trading month begins with a focus on upcoming earnings reports from major companies, including Alphabet, Amazon.com, and Palantir Technologies, following a solid January [6] - The recent sell-off in precious metals and technology earnings disappointments are likely to influence investor sentiment moving forward [6]

审校：汪皓 在财富Plus，网友们对这篇文章发表了许多有深度和思想的观点。一起来看看吧。也欢迎你加入我们，谈谈你的想法。今日其他热议话题： 查看《第二波"TikTok难民"来了》的精彩观点 1月 28日收盘后公布的特斯拉（Tesla）第四季度业绩，以及随后财报电话会上描绘的愿景，不知为何让埃隆·马斯克收获了相当不错的评 价。华尔街分析师普遍称赞这份成绩单"超出预期"，而投资者似乎也没有过度失望，次日开盘股价仅小幅走低。 马斯克有点像一位可以 自编自评的剧作家：即便剧本拙劣，他仍能撰写出花团锦簇的剧评，足以让观众忘记自己刚刚忍受了一场多么混乱的演出。 具体而言， 这家电动汽车厂商的首席执行官承诺大举转向无人驾驶出租车Cybercab和自主机器人，并将带领特斯拉实现"建设一个富足非凡的世 界"的使命，成功转移了公众和资金对财务数据的关注。但如果深入剖析，实际数据的糟糕程度令人震惊。特斯拉公布的GAAP（通用会 计准则）净利润为37.9亿美元，较2023年150亿美元的峰值暴跌75%。究其原因，在过去两年中，电动汽车业务营收下滑16%，与此同 时，整体运营支出却增长了44%。这抵消了电池业务和充电站等服务业务的强劲 ...

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 ...

Core Viewpoint - UiPath stock has fallen over 80% from its previous peak, now trading at a more favorable valuation, making it an attractive buy for investors [1] Company Overview - UiPath is transitioning to profitability while establishing itself as a key platform provider for agentic AI [2][6] - The company is expanding its government business with contracts from the U.S. Coast Guard, Veterans Administration, and Social Security Administration, indicating a competitive edge in the public sector [5] Market Dynamics - Companies are expected to significantly increase their use of AI agents, leading to substantial productivity gains as these agents can perform complex tasks autonomously [3] - UiPath and Palantir are both involved in agentic AI but target different markets; UiPath focuses on automation for repetitive office tasks, while Palantir addresses complex supply chain management [4] Financial Projections - Wall Street anticipates UiPath's revenue to reach nearly $1.9 billion in the next two years, with earnings expected to grow faster as margins improve [6] - At the current share price of $14.31, UiPath is trading at a forward price-to-earnings ratio of 19, presenting a compelling value in the agentic AI sector [6]