PERFORMANCE: Prices as of 11.30 am ET on Monday, February 2UPCOMING IPOS: Upcoming IPO and direct listings expected include OpenAI, AGI Inc (AGBK), Speed Group (SPED), and Lendbuzz (LBZZ). Click here to see upcoming IPO calendar on TipRanks. OpenAI is accelerating its plans for a public listing as rivalry with Anthropic intensifies, now planning on listing in Q4 of this year, Berber Jin, Corrie Driebusch, and Kate Clark of The Wall Street Journal reports. OpenAI is holding discussions with Wall Street banks ...

分组1 - Palantir reported a strong quarter with bookings up 130%, marking its highest revenue growth rate in a decade, driven by both commercial and government sales [3][4] - The company provided full-year sales guidance nearly a billion dollars above consensus estimates, with operating margin and free cash flow guidance also exceeding expectations [4] - Despite Palantir's success, other software stocks like Salesforce and SAP did not see similar positive trading reactions, indicating that the growth story is specific to Palantir [4] 分组2 - PayPal's stock suffered after missing earnings expectations and providing a poor outlook for the year, leading to the replacement of CEO Alex Chris with Enrique Lores [5][6] - Lores is expected to implement aggressive cost-cutting measures and focus on regaining market share against competitors like Stripe and Affirm [6][14] - PayPal is generating $6 billion in free cash flow and plans to buy back $6 billion in stock, which could lead to a significant reduction in shares outstanding over the next year [18][22] 分组3 - Disney appointed Josh D'Amaro as its new CEO, replacing Bob Iger, which is viewed positively by shareholders due to D'Amaro's successful track record in the parks business [8][9] - The parks and experiences segment has the highest return on invested capital among Disney's business lines, and D'Amaro is expected to expand investments in this area [9][10] - The market reacted with slight pressure on Disney's stock as investors digested the leadership change and its implications for the company's future [13] 分组4 - Snowflake announced a $200 million partnership with OpenAI to integrate advanced AI models into its platform, alongside the launch of a new AI coding agent called Cortex Code [36][47] - Cortex Code aims to enhance productivity by automating tasks related to data management, significantly reducing the time required for debugging and application development [38][43] - The collaboration with OpenAI and other AI providers is expected to unlock enterprise value and improve customer outcomes through innovative data solutions [48][52]

黄仁勋补充道："Sam正在完成这轮投资，我们绝对会参与其中。我们将投入大量资金，这可能是我们 有史以来最大的一笔投资。" 英伟达CEO黄仁勋否认了有关他对OpenAI感到不满的报道，并表示他的公司仍计划对这家ChatGPT制造 商进行"巨额"投资。英伟达曾在去年9月宣布将向OpenAI投资高达1000亿美元，但最近有消息称这笔交 易可能不会发生。黄仁勋在台北接受记者采访时表示，说他对OpenAI不满是"无稽之谈"。不过，当被 问及英伟达是否会投资超过1000亿美元时，他回答说："不，不会有那么多。" 据路透社报道，黄仁勋表示： "我们将对OpenAI进行巨额投资。我相信OpenAI，他们所做的工作令人难以置信，他们是我们这个时代 最具影响力的公司之一，我非常喜欢与Sam合作。"他提到的Sam是指OpenAI首席执行官Sam Altman。 A：虽然英伟达此前宣布将向OpenAI投资高达1000亿美元，但黄仁勋澄清投资额不会达到1000亿美元那 么多。不过他强调会进行"巨额投资"和"大量资金投入"，这可能是英伟达有史以来最大的一笔投资。 Q3：英伟达对OpenAI的投资计划还会继续吗？ A：是的，投资计划仍在继 ...

The $1.25 trillion merger between SpaceX and xAI are increasing expectations about the Space X IPO, which could come as early as June.What Polymarket Projects For Space X’s Market CapPolymarket traders are currently estimating that the closing market cap of SpaceX will be around $1.67 trillion, derived from the following probability bands:29% chance of >$2 Trillion34% chance of $1.4 Trillion – $2 Trillion9% chance of $1 Trillion – $1.4 Trillion15% chance of <$1 Trillion12% chance of “No IPO before 2028”To p ...

A big reason Disney became one of the world’s most enduring and recognizable brands is that it has always been quick to adapt to changing trends and technologies. The entertainment giant is still doing that today, more than a century after it was launched by Walt Disney and his brother Roy. For the most part, Disney’s willingness to evolve with the times has been a boon to its stock price. That hasn’t been the case lately, though. Is Disney a buy or sell right now? Here’s what a financial expert had to s ...

2026年AI支出狂潮丝毫没有停止的迹象，OpenAI、Anthropic和英伟达继续疯狂吸纳资金。 OpenAI能否在AI热潮后继续发展 随着纽交所媒体周即将到来，所有人都在关注企业科技投资能否获得回报。微软股价遭受重创，而IBM 则上涨12%，OpenAI正在寻求更多资金以维持其发展势头。 theCUBE Research执行分析师John Furrier表示："本周的焦点都围绕着AI资金、AI恐慌以及市场的不确 定性。微软股价跌至历史最低，交易活动异常活跃。没有任何放缓迹象，所以泡沫论依然存在。 OpenAI和Anthropic疯狂吸金，像真空吸尘器一样抽走了所有氧气。" 在theCUBE Pod最新一期节目中，Furrier和theCUBE Research首席分析师Dave Vellante讨论了AI巨头 OpenAI和英伟达的未来，还深入探讨了IBM的复兴以及埃隆·马斯克将xAI与SpaceX合并的计划。 股市表现：IBM获胜而微软受挫 随着OpenAI寻求600亿美元的新一轮融资并考虑IPO，外界仍然担心AI市场能否维持增长。Anthropic已 全面转向企业级AI，而OpenAI仍将大部分精力 ...

其中 SpaceX 估值 1 万亿美元，xAI 估值 2500 亿美元，每股定价约 527 美元，为今年年中 SpaceX 重磅 IPO 铺路。马斯克在公告里直言，这次合并是要打造 天地一体化的超级创新引擎 ，把火箭、星链、AI 大模型、X 平台彻底捏成闭环。 xAI 手握 Grok 大模型，却每月烧钱超 10 亿美元，算力缺口越拉越大。SpaceX 有星链现金流与全球发射能 力，缺的是 AI 故事拉高 IPO 估值。两家合并堪称互补天花板， 地面 AI 卷不动，就把数据中心搬上太空 。 真是起猛了！ 2 月 3 日，SpaceX 官网官宣，正式完成对同属马斯克旗下的 AI 公司 xAI 的收购，全股票交易， 合并后整体 估值高达 1.25 万亿美元 ，直接登顶全球最值钱私营科技企业。 按照规划，SpaceX 将发射百万颗卫星组建轨道算力网，用太空低温与太阳能解决 AI 散热、能耗难题，直接 甩开 OpenAI、谷歌的地面算力竞赛。这波操作不仅重塑商业航天与 AI 格局，更让马斯克的科技帝国，从地 球延伸到了近地轨道。 （参考：彭博社、 MSN ，本文经由 AI 优化） ...

US stocks mostly fell as investors digested a wave of tech-focused earnings, precious metals jumped to continue their wild ride, and a partial government shutdown rolled into its fourth day. The tech-heavy Nasdaq Composite (^IXIC) sank by 0.8% after initially beginning the session in the green, while the S&P 500 (^GSPC) lost 0.4% after also starting the day up. Moving the other direction, the Dow Jones Industrial Average (^DJI) managed to avoid losses and pick up 0.1% after the blue-chip benchmark led gai ...

Feb 3 (Reuters) - Elon Musk said on Monday SpaceX has acquired his artificial intelligence startup xAI in a record-setting ​deal, unifying the billionaire's AI and space ambitions by ‌combining the rocket-and-satellite company with the maker of the Grok chatbot. The deal, first reported ‌by Reuters last week, represents one of the most ambitious mergers in the technology sector yet. It values SpaceX at $1 trillion and xAI at $250 billion, a person familiar with the matter said. The deal would ⁠bolster M ...

Core Insights - Google has made significant progress with its Gemini model, successfully addressing 13 problems from the Erdős Problems database, including 5 novel solutions and 8 rediscoveries of existing answers [1][2][4]. Research Overview - The Erdős Problems database, named after mathematician Paul Erdős, contains 1,179 problems, with 483 (41%) classified as solved. However, many "open" problems may have existing solutions that were not previously identified [4][5]. - The research utilized a custom AI agent named Aletheia, which employed a natural language verifier to filter approximately 700 open Erdős problems down to 212 potential solutions [9]. Methodology - Aletheia's process involved initial filtering by non-expert mathematicians, reducing candidates to 27, which were then rigorously reviewed by domain experts. Out of about 200 candidates, 137 (68.5%) had fundamental errors, while only 13 (6.5%) provided meaningful answers to Erdős's original questions [9][12]. Key Results - The 13 meaningful solutions were categorized into four types: 1. Autonomous solutions (Erdős-652, Erdős-1051) where Aletheia found the first correct solution, although Erdős-652 was based on existing literature [14]. 2. Partial AI solutions for multi-part problems (Erdős-654, Erdős-935, Erdős-1040) [15]. 3. Independent rediscoveries (Erdős-397, Erdős-659, Erdős-1089) where solutions were already known but not initially recognized [15]. 4. Literature identification (Erdős-333, Erdős-591, Erdős-705, Erdős-992, Erdős-1105) where existing solutions were identified despite being marked as open [15][16]. Research Significance - The findings indicate that AI has reached a level where it can tackle "low-hanging fruit" in mathematical problems, providing a new benchmark for AI research in mathematics. However, the authors caution against overstating the mathematical significance of these results, as they are solvable by any expert in the field [19]. - The study highlights challenges in verifying the originality of solutions and the potential for "unconscious plagiarism" where AI reproduces knowledge from training data without proper citation [19][20].