Core Viewpoint - The share price of Alaska Air Group (ALK) has experienced a significant decline of 37% from its peak in February 2025, currently trading at $53 per share after fluctuating between $37 and $66 [1] Summary by Relevant Sections - **Share Price Movement** - Alaska Air Group's share price peaked in February 2025 and has since fallen by 37% [1] - The current trading range for the share price has been between $37 and $66, with the latest price at $53 [1]

RT United Airlines (@united)We just took one more giant leap with @StarlinkThe fastest, most reliable Wi-Fi in the sky is now on board 300+ planes, nearly our entire regional fleet. We expect to also have it on board more than half our full fleet (bringing the total to 800+ aircraft!) by the end of this year. More than 7 million of you — on 129,000 flights — have already been able to stream, scroll, game and connect from gate to gate with Starlink.FREE for MileagePlus members. ...

Starlink is now on board 300 @United aircraft and counting. Surf, scroll, and stream the big game at 35,000 feet 🛰️✈️🏈United Airlines (@united):We just took one more giant leap with @StarlinkThe fastest, most reliable Wi-Fi in the sky is now on board 300+ planes, nearly our entire regional fleet. We expect to also have it on board more than half our full fleet (bringing the total to 800+ aircraft!) by the end of this https://t.co/yLDggqvJRT ...

Core Viewpoint - The U.S. stock market is showing resilience with major indexes rebounding from earlier declines, driven by sector strength and cautious optimism as investors navigate corporate news and economic events [1][14]. Major Index Performance and Midday Momentum - The S&P 500 has increased by 0.5%, breaking a three-day losing streak, while the Dow Jones Industrial Average is up 317 points (0.6%) and the Nasdaq Composite has climbed 0.6% [2]. - The market's recovery is broad-based, with specific strength in sectors such as computer storage, airlines, and cruise-ship operators, benefiting from easing crude oil prices [3]. Upcoming Market Events and Economic Outlook - A busy week ahead includes major technology earnings reports from companies like Amazon, Alphabet, Palantir, and AMD, which will be critical for market sentiment regarding the tech sector and AI investments [4]. - Key economic data, including the January employment report and the ISM Report on Business Manufacturing PMI, are anticipated, alongside a hawkish stance from the Federal Reserve, which maintained its federal funds rate at 3.5-3.75% [5]. Major Stock News and Corporate Developments - Oracle shares are up 2% after announcing plans to raise up to $50 billion in 2026 to expand its AI infrastructure capacity, driven by strong demand from major clients [6]. - Walt Disney's stock is down 6% despite beating fiscal first-quarter earnings and revenue estimates, attributed to higher costs impacting net profit [7]. - Nvidia shares declined 1.1% following reports that its commitment to invest $100 billion in OpenAI was not a firm commitment [8]. - Microsoft shares are down 1%, while Snowflake initially traded lower but gained 1.5% after announcing a $200 million deal with OpenAI [9]. - Twist Bioscience shares rose 7% after raising its FY2026 revenue outlook, while GameStop surged 6% amid speculation regarding merger plans [10]. Commodity Market Dynamics - Crude oil prices fell nearly 5%, trading over $3 per barrel lower, due to easing geopolitical tensions following comments from President Trump regarding Iran [12]. - Precious metals experienced volatility, with gold briefly dropping below $4,500 per ounce before stabilizing, while silver saw significant swings [13].

Paris, February 2, 2026 Air France-KLM renews Marjan Rintel’s mandate as President & CEO of KLM Air France-KLM's Board of Directors today approved the renewal of Marjan Rintel’s mandate as President & Chief Executive Officer of its subsidiary KLM Royal Dutch Airlines for a second term of 4 years. Marjan Rintel’s priority will be to accelerate KLM’s transformation and to restore its operational performance. These combined actions - which include organizational changes in the management of operations, are des ...

Economic Indicators - China's January manufacturing PMI unexpectedly fell by -0.8 to 49.3, below expectations of no change at 50.1, indicating contraction in the manufacturing sector [1] - The January non-manufacturing PMI also fell by -0.8 to 49.4, weaker than the expected increase to 50.3, marking the steepest pace of contraction in three years [1] - The January ISM manufacturing index in the US expanded by the most in over 3.25 years, suggesting strength in the US economy [4][9] Stock Market Movements - The Shanghai Composite Stock Index dropped more than -2% to a 4-week low [1] - The S&P 500 Index rose by +0.39%, the Dow Jones Industrial Average increased by +0.84%, and the Nasdaq 100 Index was up by +0.64% [5] - Chip makers and AI infrastructure stocks rebounded, contributing to the overall market gains [4][13] Earnings Reports - 150 S&P 500 companies are scheduled to report earnings this week, with 78% of the 167 companies that have reported so far beating expectations [7] - S&P earnings growth is projected to increase by +8.4% in Q4, marking the tenth consecutive quarter of positive year-over-year growth [7] Sector-Specific Developments - US rare-earth stocks are rising as President Trump plans to launch a strategic stockpile of critical minerals with $12 billion in seed money to reduce reliance on China [14] - Energy producers are facing pressure, with WTI crude oil prices falling by more than -4% [15] - Cryptocurrency stocks are retreating, with Bitcoin down more than -6% to a 9.75-month low, and nearly $590 million in long Bitcoin positions liquidated over the weekend [2][16] Future Economic Expectations - The markets are anticipating various economic indicators this week, including job openings, employment changes, and nonfarm payrolls [6] - The University of Michigan's January consumer sentiment index is expected to fall by -1.5 to 54.9 [6]

For better or for worse, Mad Money's Jim Cramer cannot be accused of being politically partisan. Since admitting that he only cares about policies that help stocks make money in 2017, he has been consistently non- partisan about politicians and only critical about policies. In the case of President Trump, for example, Cramer has been supportive of measures like tax cuts and critical of tariffs. This is why Cramer took an unusual stance of defending President Trump on a recent Mad Money episode by exclaiming ...

Core Insights - Southwest Airlines has experienced a significant stock surge of 18.7%, closing at $48.50, marking a four-year high and the largest single-day percentage gain since 1978 [1] - The airline has undergone substantial operational changes over the past two years, including the end of open boarding and the introduction of fees for checked bags and basic economy fares, aimed at increasing revenue [2] - The transition to assigned seating and paid options for preferred locations has enhanced pricing power and revenue predictability for the airline [3] Financial Performance - The stock has shown impressive growth, with a 56% increase over the past 52 weeks, a 63% rise in the last three months, and a 19% gain in the past month, indicating strong market confidence in the airline's transformation [6] - Despite the recent rally, the stock remains attractively valued at 14.13 times forward adjusted earnings and 0.82 times sales, both below industry averages and historical multiples [8] Strategic Initiatives - CEO Bob Jordan has indicated that the airline is exploring new revenue streams, including airport lounges, while focusing on cost-cutting and operational efficiency [4] - Management anticipates profits to quadruple by 2026, significantly exceeding analyst expectations, as the new revenue strategies reshape the business model for sustainable growth [4] Company Overview - Southwest Airlines, based in Dallas, Texas, operates a fleet of Boeing 737s and serves 117 airports across 11 countries, with a market capitalization of approximately $25.1 billion [5]

Performance Highlights - New Yi Sheng (300502.SZ) expects net profit between 9.4 billion and 9.9 billion CNY, a year-on-year increase of 231.24% to 248.86% due to rising demand for high-speed optical modules driven by global computing power investments[4] - Han's Chip (688256.SH) anticipates net profit between 1.85 billion and 2.15 billion CNY, turning from a loss of 450 million CNY last year, benefiting from the growing demand for AI computing power[5] - Zhongji Xuchuang (300308.SZ) projects net profit between 9.8 billion and 11.8 billion CNY, a year-on-year growth of 89.50% to 128.17%, driven by strong customer investment in computing infrastructure[6] - Runze Technology (300442.SZ) expects net profit between 5 billion and 5.3 billion CNY, a year-on-year increase of 179.28% to 196.03%, largely due to non-recurring gains from public REITs issuance[10] Underperformance Highlights - Great Wall Motors (601633.SH) forecasts net profit of 9.912 billion CNY, a year-on-year decline of 21.71% due to increased marketing expenses and competitive pressures[36] - GAC Group (601238.SH) expects a net loss between 8 billion and 9 billion CNY, turning from a profit of 824 million CNY last year, impacted by fierce competition and increased asset impairment provisions[39] - Xiexin Integrated (002506.SZ) anticipates a net loss between 890 million and 1.29 billion CNY, shifting from a profit of 68 million CNY last year due to structural supply-demand issues in the photovoltaic industry[41] - Baile Tianheng (688506.SH) projects a net loss of around 1.1 billion CNY, down from a profit of 3.708 billion CNY last year, primarily due to increased R&D expenses[42] Industry Trends - Technology-driven sectors like AI and innovative pharmaceuticals are leading growth, with companies like New Yi Sheng and Han's Chip benefiting from strong demand and technological advancements[69] - Cost control is becoming a critical competitive advantage, particularly in the energy and manufacturing sectors, as seen with companies like Datang Power (601991.SH) benefiting from lower coal prices[70] - Traditional cyclical industries such as real estate and agriculture are facing significant downward pressure, with companies like Vanke (000002.SZ) and Tianbang Foods (002124.SZ) experiencing substantial losses due to market adjustments[72]

Core Viewpoint - Fifth Third Bancorp has announced the appointment of three new members to its Board of Directors, effective February 1, 2026, which will enhance the board's leadership and industry experience [1][5]. Group 1: New Board Members - Derek J. Kerr brings nearly four decades of experience in accounting, finance, and corporate governance, particularly in the aviation industry, having served as Vice Chair of American Airlines Group and President of American Eagle [2]. - Barbara R. Smith has significant executive leadership experience, having served as Chairman, President, and CEO of Commercial Metals Company from 2017 until her retirement in 2023, and she will contribute her financial expertise to the board [3]. - Michael G. Van de Ven has a strong background in operations and risk management, previously serving as President and COO of Southwest Airlines, and will bring his extensive experience in financial planning and accounting to the board [4]. Group 2: Board Structure - With the addition of the three new directors, the total number of directors on Fifth Third's Board will increase to 16 [5].