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X @Bloomberg
Bloomberg· 2026-02-04 11:57
Alphabet is rapidly becoming seen as the leader in almost every major part of the AI industry. Its earnings after the close will help confirm whether that reputation is justified. https://t.co/UgTThf4ktA ...
Walmart hits $1 trillion market value for first time
RTE.ie· 2026-02-04 07:15
Core Insights - Walmart has achieved a market valuation of $1 trillion, becoming the first retailer to reach this milestone, with its shares rising nearly 26% over the past year, placing it alongside major tech companies like Nvidia and Alphabet [1] Company Performance - Over the past decade, Walmart's stock has surged 468%, significantly outperforming the S&P 500's 264% gain, attributed to its dual strategy of appealing to both higher-income and lower-income customers [2] - In the last five years, Walmart has expanded its online marketplace to over 500 million items, introduced one-hour delivery, launched Walmart+ to compete with Amazon Prime, and developed a $4 billion advertising business that has improved margins [2] Technological Investments - Walmart has made significant investments in AI, focusing on supply-chain automation to enhance the freshness of produce, speed up deliveries, and improve inventory forecasting, which has contributed to beating US same-store sales estimates for 15 consecutive quarters [3] - The retailer's early and aggressive AI investments have generated investor optimism, particularly as grocery shopping increasingly shifts online [3] Market Position - Walmart captures $1 out of every $4 spent on groceries in the US, positioning itself favorably amid economic challenges faced by low and middle-income households due to inflation and a cooling job market [4] - The company has been recognized as a significant player in the tech sector, being added to the Nasdaq-100 Index, which includes the most valuable non-financial companies [8] Future Outlook - John Furner, the new global CEO, faces the challenge of accelerating technology investments in an AI-driven market while competing against rivals like Amazon, Aldi, and Costco [6] - Analysts predict Walmart could approach a $2 trillion market capitalization in the coming years, driven by its strong performance in food retailing and ongoing technological advancements [11]
The Hidden Timing Trap Tech Stock Investors Keep Getting Wrong
Yahoo Finance· 2026-02-03 15:20
Group 1 - The data suggests that tech stocks tend to perform worse on Mondays compared to other weekdays, with average returns being lower [2][3] - The phenomenon known as the "Monday Effect" is attributed to the accumulation of negative news over the weekend, leading to significant price adjustments when markets reopen [3][4] - The difference in performance on Mondays is often minimal compared to the overall daily volatility, indicating that strict rules against buying tech stocks on Mondays may not be beneficial [4] Group 2 - Tech stocks are particularly sensitive to news cycles, with significant price movements occurring in response to product launches or earnings announcements [6] - Investors face risks when buying tech stocks immediately before or after major news events, as prices can fluctuate dramatically based on market expectations [7] - The tendency to wait for a "perfect" buying opportunity can lead to missed chances, as some of the best market days occur during periods of investor fear [8]
X @The Motley Fool
The Motley Fool· 2026-02-03 11:00
APPLE:1980 IPO.$22 for 1 share.After stock splits, that became 224 shares.Those shares are worth $58,610 today.That's a 266,000% return.20% per year.For 45 years. ...
Trump announces $12bn critical mineral stockpile to reduce reliance on China
Yahoo Finance· 2026-02-03 10:29
Core Insights - Project Vault is a $12 billion initiative aimed at reducing U.S. dependence on Chinese rare earths and securing critical minerals for advanced technologies [1][2] - The project includes $1.67 billion in private investment and a $10 billion loan from the U.S. Export-Import Bank [1] Group 1: Project Objectives - The initiative focuses on securing essential minerals such as antimony, cobalt, copper, graphite, lead, nickel, and silicon to ensure reliable access for manufacturers [2][3] - It aligns with the U.S. National Security Strategy by strengthening the domestic industrial base and securing supply chains [2] Group 2: Industry Involvement - Companies involved in Project Vault include Boeing, Corning, General Motors, GE Vernova, Alphabet's Google, and Stellantis NV [3] - Commodities trading firms like Hartree Partners, Traxys North America, and Mercuria Energy Group are responsible for procuring the necessary materials [3] Group 3: Strategic Context - The initiative is a response to China's tightened export controls, which have highlighted its influence over critical mineral markets [4] - The U.S. currently has a stockpile for defense needs but lacks one for civilian purposes, making Project Vault a significant step [3][4] Group 4: Financial Mechanism - Companies participating in the initiative will commit to purchasing materials at agreed prices and pay upfront fees for preferred access [5] - During supply disruptions, these companies can access their inventories under specific conditions, helping to stabilize market volatility [5] Group 5: Economic Impact - The initiative aims to support domestic manufacturers, enhance U.S. production and processing of critical raw materials, and strengthen the critical minerals sector [6] - It is expected to create jobs domestically and advance the national interest while helping U.S. manufacturers compete globally [6]
X @Nick Szabo
Nick Szabo· 2026-02-03 01:53
RT Hany Girgis (@SanDiegoKnight)Amazon is cutting ~2,200 jobs in Washington.About one-third are software engineers.This comes on top of 16,000 corporate layoffs nationwide.Serious question:In a market shedding tech jobs, why are we still defending H-1B, OPT, and outsourcing as if there’s a worker shortage?@StephenM @RepGosar @SenEricSchmitt @SenatorBanks @DonaldJTrumpJrhttps://t.co/ZRHv6uV8bE ...
SwiftUI foundations: Build great apps with SwiftUI | Meet with Apple
Apple Developer· 2026-02-02 21:38
Learn to build great apps with SwiftUI in this special all-day activity streaming from the Apple Developer Center Cupertino. Whether you’re just starting out or have experience creating with SwiftUI, this series of foundational sessions will help you sharpen your understanding of core concepts and write strong, performant code. Learn from James Graham, CTO of AllTrails, about how his company took advantage of SwiftUI's capabilities. And dive deeper in a Q&A with members of the SwiftUI engineering team. To e ...
Women in robotics field | Alina Lozovskaya Caroline Pascal | TEDxWarsaw Women
TEDx Talks· 2026-02-02 17:51
[music] [music] So ladies, we already saw that you are representing the engineering and robotics field. So let's talk about really high technology. [snorts] Um Alina, the first question to you and what is the most exciting aspect of working with advanced technology like AI.>> Thank you for the question. For me it's like literally making logic. Uh with just few lines of code with just few lines of code you can create something that chats with you and writes your texts or helps people with their daily tasks.> ...
Ramp CEO, actor Brian Baumgartner debut new Super Bowl ad
CNBC Television· 2026-02-02 17:33
Ramp CEO Eric Glyman and actor Brian Baumgartner join 'Money Movers' to discuss the company's Super Bowl ad, technology, and more. ...
Wall Street Navigates Fed Uncertainty and Tech Volatility on Monday, February 2nd, 2026
Stock Market News· 2026-02-02 15:07
Market Overview - U.S. equity markets are starting the week cautiously, influenced by Friday's declines and uncertainties regarding Federal Reserve leadership and economic indicators [1][2] - Major indexes closed in the red on Friday, with the Dow Jones Industrial Average down 0.4% to 48,892.47, Nasdaq Composite down 0.9% to 23,461.82, and S&P 500 down 0.4% to 6,939.03 [2] Federal Reserve and Economic Indicators - The Federal Reserve's policy rates remain unchanged at 3.5%-3.75%, but the nomination of Kevin Warsh as the next chair has raised concerns about future monetary policy [4] - Investors are closely watching upcoming economic data, including the January jobs report and the Consumer Price Index (CPI) for January 2026, which could influence Fed policy [3][4] Technology Sector Developments - Microsoft (MSFT) shares fell 10% despite exceeding profit estimates due to concerns over slowing cloud growth and high AI spending [5] - Meta Platforms (META) shares rose 10.4% following better-than-expected earnings and increased sales forecasts [5] - Tesla (TSLA) shares declined 3.2% despite beating earnings expectations, with worries over its first annual revenue decline [5] - Nvidia (NVDA) shares slipped 2% in premarket trading after reports of reduced commitments to invest in OpenAI [5] Healthcare Sector Performance - Healthcare insurers faced significant declines, with UnitedHealth Group (UNH), Humana (HUM), and CVS Health Corporation (CVS) dropping by 20%, 21%, and 14% respectively due to proposed minimal Medicare payment rate increases [8] Precious Metals and Mining - The precious metals market saw volatility, with gold and silver experiencing a sell-off due to the Fed chair nomination and rising Treasury yields, leading to significant drops in mining stocks like Newmont Corporation (NEM) down 11.5% and Coeur Mining, Inc. (CDE) down 16.9% [8] Earnings Reports - Several companies are set to release earnings, including Palantir Technologies Inc. (PLTR), The Walt Disney Company (DIS), and Tyson Foods, Inc. (TSN) [8] - NAPCO Security Technologies, Inc. (NSSC) reported strong fiscal Q2 2026 results with record net revenues of $48.2 million, a 12.2% year-over-year increase, and diluted EPS of $0.38 [8]