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 to deploy up to 1 million satellites in low Earth orbit, creating an orbital data center network to support high-performance computing needs such as artificial intelligence (AI). Why does Musk want to deploy data centers in space? Is launching so many satellites feasible?
AMD’s Q4 Revenue Reaches $10.27 Billion, Up 34% Year-over-Year
AMD’s Q4 revenue was $10.27 billion, up 34% YoY, versus an estimate of $9.65 billion; adjusted EPS was $1.53, compared to $1.09 last year, versus an estimate of $1.32.
Novo Nordisk’s Outlook Sparks Stock Sell-Off; Company Expects Significant Decline in Sales and Profits
On Tuesday (February 3rd), Novo Nordisk’s U.S.-listed shares fell sharply. As of press time, the stock was down over 14%, at $50.64. The company is scheduled to release its full-year 2025 sales and 2026 outlook after the close in Denmark (its primary listing). Accordingly, Novo Nordisk’s ADRs were temporarily halted on U.S. exchanges.
Semiconductor Equipment & Robotics Star Stocks Hit New Highs After Earnings, Outperforming Expectations
Amid a turbulent week for U.S. stocks, semiconductor testing equipment and robotics star stock Teradyne surged 11%, reaching a new all-time high. The latest earnings report showed remarkable growth, demonstrating how testing equipment is riding the wave of AI development. (Source: TradingView)
Walmart Joins the “Trillion-Dollar Club”: Tech Transformation Reshapes Retail Valuation Logic
On Tuesday (February 3rd), during U.S. trading hours, retail giant Walmart’s stock rose against the trend, with market cap surpassing $1 trillion for the first time, joining the “trillion-dollar club” dominated by tech companies.
Ray Dalio Warns: The World Is on the Edge of a “Capital War”
On Tuesday (February 3rd), legendary investor and Bridgewater Associates founder Ray Dalio warned that, amid escalating geopolitical tensions and high volatility in capital markets, the world is on the brink of a “capital war.” Dalio stated at the World Government Summit in Dubai that the current situation is approaching a critical point for capital conflict.
CEO Suddenly Resigns; Analysts Rapidly Downgrade Ratings; HP Shares Fall to Near 5-Year Low
In breaking news, Enrique Lores, CEO of HP who had served for 36 years, unexpectedly announced his departure to become CEO of the well-known payments platform PayPal.
Storage “Super Cycle” Adds Fuel: Samsung + SK Hynix > Tencent + Alibaba
A storage boom has not only made Samsung and SK Hynix highly profitable but also subtly shifted the balance in the capital markets. On February 3rd, Samsung Electronics and SK Hynix’s combined market cap reached $1.14 trillion, slightly surpassing Alibaba and Tencent’s combined market cap of $1.07 trillion in Hong Kong stocks.
European and American Data Service Stocks Plummet; Anthropic’s New Legal Tool Sparks Impact
Following the release of a new AI tool by U.S. AI startup Anthropic, stocks considered most vulnerable to AI disruption declined sharply again on Tuesday. The launch of this enterprise legal AI productivity tool primarily impacted legal software and publishing companies.
Putin: Russia’s Economy to Grow 1% in 2025; Slowdown in Line with Expectations
Russian President Vladimir Putin stated on the 3rd that Russia’s GDP will grow by 1% in 2025, with the slowdown in line with expectations. Speaking at an economic meeting in Moscow, Putin said that Russia’s economic growth rate in 2025 will be lower than 4.1% in 2023 and 4.3% in 2024. He added that the slowdown is expected and mainly due to targeted measures aimed at reducing inflation.
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