Core Viewpoint - The market is currently favoring hardware and industrial companies while software companies are facing significant declines, driven by fears of obsolescence due to AI advancements [2][4][19]. Group 1: Market Trends - The Dow dropped 167 points, reflecting a broader market trend where software stocks are being heavily sold off, with the NASDAQ down 1.43% [2]. - High-quality enterprise software stocks like Salesforce, ServiceNow, and Adobe reported strong earnings but still saw their stock prices decline significantly [4]. - The market sentiment indicates a collective belief that software companies are at risk of being replaced or diminished by AI technologies [5][16]. Group 2: Company Performance - Major software companies such as Microsoft, Salesforce, Oracle, and Adobe experienced stock declines ranging from 3% to 11% [10][11]. - Companies that utilize software, like Procter & Gamble and FedEx, are currently performing well despite their own earnings challenges [8]. - Private equity firms with stakes in enterprise software companies are also facing pressure, as the market for new public offerings in this sector appears to be closing [18]. Group 3: Investment Strategies - There is a growing trend of investors using ETFs to short software stocks, indicating a bearish outlook on the sector [9]. - Some analysts suggest that it may be prudent to take advantage of the current low prices of certain tech stocks that are being unfairly dragged down by the broader software sell-off [12]. - The shrinking price-to-earnings multiples for software companies suggest that investors are becoming increasingly cautious about future earnings potential [16][17].

来源：@究竟视频微博 【#英伟达微软跌超2.8%#，沃尔玛市值破1万亿美元，#金银价格强劲反弹#】*纳指几乎回吐年内涨幅 *避险需求回流，国债收益率回落，金银强劲反弹 大型科技股普遍承压。英伟达收跌2.84%，连续第三个交易日回落。微软下跌2.87%，特斯拉基本持 平、微涨0.04%，苹果回落0.20%。AlphabetA类股下跌1.16%，C类股跌1.22%；亚马逊下挫1.79%，博通 跌幅达3.26%，超威半导体下跌1.69%，Meta Platforms下滑2.08%。 沃尔玛上涨逾2%，受数字业务增长和新客户获取带动，公司市值首次突破1万亿美元。 大宗商品市场方面，金银价格在连续两个交易日大幅下跌后强劲反弹。现货黄金在纽约尾盘上涨 5.2%，报每盎司4906.82美元，自周一低点4403.24美元显著回升，但仍低于上周创下的5594.82美元历史 高位。4月交割的纽约黄金期货上涨6.1%，结算价报4935美元。现货白银上涨4.8%，报每盎司83.23美 元。 *AI竞争冲击估值，软件与数据分析板块承压 美国股市周二下跌，科技股抛售拖累标普500指数和纳斯达克综合指数明显走低，投资者对人工智能相 关投入 ...

Core Viewpoint - Nvidia's investment plan in OpenAI is reportedly stalled due to internal doubts about OpenAI's business model and competitive landscape, despite CEO Jensen Huang stating that the investment is still progressing as planned [1][11][12]. Group 1: Nvidia - Nvidia's stock fell by 2.84%, with a trading volume of $36.381 billion, marking its third consecutive day of decline [1][12]. - CEO Jensen Huang confirmed that Nvidia is still willing to collaborate with OpenAI and plans to participate in its next funding round, which he claims will be the largest private financing in history [12]. - Nvidia's investment plan of $100 billion in OpenAI is facing internal skepticism regarding the long-term viability of OpenAI's business model [11][12]. Group 2: Microsoft - Microsoft's stock decreased by 2.87%, with a trading volume of $24.746 billion, continuing a four-day decline and a year-to-date drop of approximately 15% [2][12]. - The company recently reported fourth-quarter earnings that exceeded market expectations in both revenue and profit, yet the stock price fell significantly post-announcement [12]. Group 3: Tesla - Tesla's stock rose slightly by 0.04%, with a trading volume of $23.697 billion [3][12]. - French authorities are investigating the operations of X, a social media platform owned by Elon Musk, which may impact Tesla's public perception [3][12]. Group 4: Palantir - Palantir's stock increased by 6.85%, with a trading volume of $17.701 billion, as the company reported strong fourth-quarter results and a positive outlook for 2026 [4][12]. - The company achieved a revenue growth of approximately 70% year-over-year and expects over 60% growth in the 2026 fiscal year, significantly above market expectations [4][14]. - Analysts view Palantir as a core beneficiary of AI, although concerns about its high valuation persist, with a price-to-sales ratio of about 50 and an operating profit multiple of 90 [14]. Group 5: Other Companies - SanDisk's stock rose by 4.55%, with a trading volume of $20.726 billion, continuing a strong performance in the storage sector [3][12]. - Western Digital's stock increased by 7.40%, reaching a historical high with a trading volume of $4.374 billion, driven by surging demand for storage chips in AI servers [16][17]. - Oracle's stock fell by 3.37%, with a trading volume of $6.651 billion, as the company announced plans to issue up to $20 billion in common stock [15][16].

Broadcom stock (NASDAQ: AVGO) plunged about 6.6% in heavy trading on Tuesday as investors digested worries that rapid AI-driven sales could squeeze margins. Tuesday's slide took the Broadcom stock pri... ...

Walmart hits $1 trillion market cap - UPI.comTrending[Trump, Harvard][Artemis II][Canada crash][Tulsi Gabbard][World record teacher][Grok probe][Disney president][Camera mystery][U.S. News]Feb. 3, 2026 / 2:13 PM1 of 5 | The Walmart Marketplace sign shines at the 2023 SEMA Show at the Las Vegas Convention center in 2023. Walmart just reached the $1 trillion market cap. File Photo by James Atoa/UPI | [License Photo]Feb. 3 (UPI) -- Walmart's stock rose by 1% Tuesday to launch the company into the $1 trillion c ...

Broadcom Inc. (NASDAQ:AVGO)  on Tuesday announced the launch of its first-ever Wi-Fi 8 access point (AP) and switch solution, designed for AI-driven enterprise networks. • Broadcom shares are sliding. Why is AVGO stock dropping?Broadcom Unveils First Wi-Fi 8 AP and Switch for AI-Driven Enterprise NetworksThe new platform aims to optimize wireless networking and AI processing at the enterprise level, enhancing both performance and security.Wi-Fi 8 Solution Integrates AI and High-Performance NetworkingThe Wi- ...

Unified, wireless-first architecture addresses rising demand for hybrid work and delivers performance, efficiency and security needed for next-generation enterprise networkingPALO ALTO, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global leader in semiconductor and infrastructure software solutions, today announced the industry’s first Wi-Fi 8 access point (AP) and switch solution purpose-built with a unified architecture for AI-ready enterprise networks. Building on Broadcom’s ...

With the first month of the year complete, it's clear that there is one trend that isn't going away: artificial intelligence. AI is going to be prevalent throughout 2026 (spoiler alert: It will also be that way for the next five years), and there are few better places to invest fresh capital than the computing leaders. By investing in AI computing companies, you're picking stocks that are making money right now and aren't dependent on the overall success of the generative AI trend. Investors won't know t ...

Anthropic's sales are set to skyrocket in 2026 and beyond, and these two hardware companies are helping to make it possible.Anthropic is still a private company, but some reports and speculation suggest that it could have its initial public offering (IPO) this year. Despite the company still being private, reports have surfaced surrounding the company's sales outlook for this year. According to reports, the artificial intelligence (AI) company and Claude parent now expects its sales to reach roughly $18 bil ...

Core Viewpoint - The current stock market presents opportunities to increase holdings in five specific stocks that are expected to thrive in the coming years, despite the market being near all-time highs. Group 1: Nvidia - Nvidia has been a top-performing stock and continues to benefit from significant spending in the artificial intelligence sector, with data center buildouts still ongoing [2][4] - The stock is currently priced at $185.71, with a market cap of $4.6 trillion and a gross margin of 70.05% [3][4] - Analysts project over 50% year-over-year revenue growth for fiscal 2027, with the stock trading at 25 times full-year 2027 earnings, indicating it is undervalued [4] Group 2: The Trade Desk - The Trade Desk is trading at a low valuation of 15 times forward earnings, while experiencing healthy growth, with a reported 18% year-over-year revenue increase in Q3 2025 [5][6] - Despite market pessimism due to slowing growth and rising competition, it remains a leading advertising platform, making it an attractive investment opportunity [6] Group 3: MercadoLibre - MercadoLibre offers exposure to the Latin American market and has shown strong performance over the past decade, including recent quarterly results [7][9] - The stock is currently priced at $2,147.20, with a market cap of $109 billion, and is down approximately 13% from its peak in July 2025, presenting a buying opportunity [8][9] Group 4: Nebius Group - Nebius Group provides full-stack AI computing solutions, with management expecting significant growth, projecting an annual run rate of $7 billion to $9 billion by year-end [10][11] - The company’s annual run rate was only $551 million at the end of the last quarter, indicating substantial growth potential for 2026 [11] Group 5: Broadcom - Broadcom is focusing on AI computing units, partnering with AI hyperscalers to design specialized computing units, which may offer better results at lower costs compared to traditional GPUs [12] - The stock is currently priced at $331.11, with a market cap of $1.6 trillion and a gross margin of 64.71% [13]