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GOOGL: The Giant Doubles Down on AI
After hours on Feb 5 ET, $Alphabet(GOOGL.US) released its Q4 2025 results. On the headline numbers, the mix was uneven but leaned positive overall. What spooked the market was the stunning Capex outlook — a planned doubling in 2026, which inevitably raises the question of whether demand can keep up....
Dolphin Research
Wed, Feb 4
QCOM: Memory Crunch Deepens; Smartphone Stocks at Risk?
Qualcomm (QCOM) released its Q1 FY2026 results (quarter ended Dec 2025) after the U.S. market close on Feb 5 Beijing time. Key takeaways:1) Headline numbers: Revenue was $12.25bn, +5% YoY, in line with consensus ($12.2bn). Growth decelerated again, mainly due to a sluggish downstream smartphone mark...
Dolphin Research
Wed, Feb 4
Chinese ETFs and ADRs Drop; KingSoft Cloud down 8%; Bilibili down 6%; Baidu down 4%; Alibaba, PDD, JD.com down 2%
Chinese ETFs and ADRs fell in Wednesday trading.KingSoft Cloud down 8%; Bilibili down 6%; Baidu down 4%; XPeng down 3%; Alibaba, PDD, JD.com down 2%.
Tiger News
Wed, Feb 4
Crypto Stocks Fall as BTC Drops Below $75K; Iren down 12%; Bitfarms down 8%; CleanSpark, Robinhood down 7%
Crypto stocks fell in Wednesday trading as Bitcoin dropped below $75,000.Iren down 12%; Hut 8, BTCS fell 11%; Bitfarms down 8%; CleanSpark, Robinhood down 7%; Coinbase, Strategy down 4%.
Tiger News
Wed, Feb 4
Big Tech Stocks Mixed; Nasdaq down 0.9%; Apple up 3%; Qualcomm up 2%; AMD down 15%; Palantir down 10%; Oracle down 5%; Micron down 4%
US stocks were mixed. Nasdaq down 0.9%.Big tech stocks mixed in Wednesday trading. Apple up 3%; Qualcomm up 2%; AMD down 15%; Palantir down 10%; Oracle down 5%; Micron down 4%; Meta down 3%; Nvidia, Amazon down 2%; Tesla down 1%.
Tiger News
Wed, Feb 4
Enphase Stock Surges 36% After Earnings. Why Some Clouds Are Lifting for Solar
Solar stocks jumped in Wednesday trading. Enphase Energy up 36%; JinkoSolar up 17%; SolarEdge up 14%; Sunrun up 10%; Canadian Solar up 5%; First Solar up 1%.Enphase Energy stock was getting a much-needed boost on Wednesday after the solar equipment maker’s fourth-quarter earnings and revenue. beat e...
Tiger News
Wed, Feb 4
Hims & Hers Health Launches Lab Testing with Quest Diagnostics
Hims & Hers Health Inc. is expanding into lab testing services as part of its growing focus on preventive healthcare, according to Dow Jones.U.S.-listed shares of the company rose 6% in premarket trading.The telehealth platform will allow customers to access testing at more than 1,000 Quest Diagnos...
Tiger News
Wed, Feb 4
Top Calls on Wall Street: Nvidia, Apple, Tesla, Five Below, Chipotle, Levi, Airbnb & More
Here are the biggest calls on Wall Street on Wednesday:Barclays reiterates Advanced Micro Devices as overweightBarclays says it’s sticking with AMD shares following earnings on Tuesday.“AMD is gaining share in PC and Server with a call option on AI with significant potential spend from OAI [Open AI]...
Tiger News
Wed, Feb 4
Pre-Bell | S&P 500 Futures Rise; AMD Tumbles 10%; Eli Lilly Jumps 9%; SMCI Soars 10%; JinkoSolar up 14%; Enphase Energy up 24%; Silicon Laboratories Surges 51%
01 Stock MarketAs of Feb 4, U.S. stock index futures performed as follows: Dow futures rose 0.32%, S&P 500 futures gained 0.27%, and Nasdaq 100 futures edged up 0.04%. Modest gains before the bell reflected a mixed tech tape—cautious guidance from Advanced Micro Devices (AMD) contrasted with upbeat ...
Tiger News
Wed, Feb 4
Yuanhua Tech’s “KUNWU”, the world’s first “5-in-1” robotic orthopaedic surgical systems, won the Hong Kong Emerging Brand Award
On February 3, 2026, Yuanhua Robotics, Perception & AI Technologies (HK) Limited stood out in the “Hong Kong Emerging Brand Awards” organized by the Hong Kong Brand Development Council for its self-developed KUNWU® Robotic Orthopaedic Surgical Systems, becoming a shining new star in the medical technology field. This award not only highlights the company’s technology leadership in the field of robotic orthopaedic surgical systems, but also recognizes its “clinical value” and “brand innovation”.The authoritative award demonstrates the clinical value and brand innovation of Yuanhua Tech’s products Founded in 2010 by the Hong Kong Brand Development Council, the Hong Kong Emerging Brand Awards aim to recognize local companies that excel in product innovation, brand strategy, and market expansion. The judging panel comprises business leaders, brand experts, academics, and government representatives, conducting rigorous evaluations across multiple dimensions, including innovation, quality, brand image, environmental practices, and social responsibility. It is one of the most credible brand awards in Hong Kong’s business community.Against the backdrop of Hong Kong’s all-out efforts to build itself into an international innovation and technology center, this award is of great significance for Yuanhua Tech, a “hard tech” company that has achieved complete autonomy in underlying technologies and pioneering system design globally. At the award ceremony, Mr. Paul Chan, Financial Secretary of the Hong Kong Special Administrative Region Government, along with many other government officials and business leaders, presented awards to the winning companies.Receiving this award signifies that Yuanhua Tech has reached an industry benchmark level in product development and branding, and also injects new vitality into the medical technology industry in Hong Kong and even the world.Since establishing its international headquarters at the Hong Kong Science Park in September 2022, Yuanhua Tech has accelerated its integration into the local innovation and technology ecosystem. In October 2023, Yuanhua Tech, as one of the first innovative technology companies, signed an agreement with the Office for Attracting Strategic Enterprises (OASES) of the Hong Kong SAR Government, becoming a strategic enterprise partner. Backed by over 5,000 successful cases, the award-winning product boasts completely self-development and a world-first “5-in-1” approachThe biggest highlight of Yuanhua Tech’s KUNWU® Robotic Orthopaedic Surgical Systems lies in its “completely self-developed technology” and its world-first “5-in-1” multi-functional integrated design. These robotic systems can simultaneously cover five surgical scenarios: knee, hip, unicompartmental knee, spine, and trauma, achieving a breakthrough in multi-departmental application on a single platform. The design not only reduces hospitals’ equipment procurement and maintenance costs but also improves surgical precision and efficiency through integrated intelligent operation.To date, the KUNWU® Robotic Orthopaedic Surgical Systems have completed over 5,000 clinical surgeries across Mainland China and Hong Kong, China. Clinical data show that its surgical precision is at the millimeter level, significantly reducing the risk of intraoperative trauma and postoperative complications. This achievement has received high praise from experts at many partner hospitals, validating the systems’ outstanding value in improving patients’ quality of life and surgical safety.High barriers to entry, a large market, and strong collaboration demonstrate the investment value and growth logic of Yuanhua TechCurrently, the global robotic orthopaedic surgical system market is experiencing rapid growth. “KUNWU®” leverages its multi-department coverage capabilities to simultaneously penetrate multiple billion-dollar niche markets, such as joint and spine surgeries, with a market ceiling far exceeding that of single-function products.For “KUNWU®”, the world’s first “5-in-1” platform-based robotic orthopaedic surgical systems, Yuanhua Tech has built a complete intellectual property system covering the key robotic arm, navigation system, and intelligent planning software. Its “group army collaboration” architecture is driving hospitals to transform from “individual combat” to a more efficient and integrated intelligent surgical model.The continuously accumulated high-quality surgical data will become the company’s core asset for developing AI-assisted diagnosis, personalized surgical plans, and even next-generation intelligent medical devices, possessing enormous ecosystem derivative value.After receiving the award, Mengli Aili, Chairman of Yuanhua Robotics, Perception & AI Technologies (HK) Limited, said: “KUNWU was born from our original aspiration to revolutionize orthopaedic surgery. From key technology to clinical application, we have always adhered to independent innovation. This award is an encouragement to the team’s years of hard work and will also inspire us to continue to promote intelligent healthcare services that are affordable”.Taking this award as a new starting point, Yuanhua Tech stated that it will continue to deepen its expertise in the field of robotic orthopaedic systems and accelerate its global business footprint. The company plans to further expand into overseas markets such as Southeast Asia and Europe, and establish strategic partnerships with leading medical and research institutions worldwide. Meanwhile, the company will continue to invest in the research and development of next-generation products, deeply integrating 5G, AI, and digital twin technologies to create a full-cycle intelligent orthopaedic diagnosis and treatment solution that covers preoperative, intraoperative, and postoperative stages, which will strengthen its worldwide leadership in intelligent orthopaedics. 04/02/2026 Dissemination of a Financial Press Release, transmitted by EQS News.The issuer is solely responsible for the content of this announcement.Media archive at www.todayir.com
EQS
Wed, Feb 4
Gold and Silver Stocks Jump Premarket; AGQ up 10%; Coeur Mining, Silvercorp Metal, First Majestic Silver, Pan American Silver up 4%
Gold and silver stocks jumped in premarket trading on Wednesday.AGQ up 10%; Coeur Mining, Silvercorp Metal, First Majestic Silver, Pan American Silver up 4%; Newmont, Harmony Gold, Kinross up 3%.Gold prices bounced back to hover near $5,100 on Wednesday, underpinned by safe-haven demand as renewed U...
Tiger News
Wed, Feb 4
AMD Predicts Weaker First-Quarter Sales, Shares Plunge 7% on Nvidia Comparisons
AMD forecasts $9.8 billion Q1 revenue, 5% sequential declineAI chip sales to China included in forecast, boosting revenueAnalysts worry about customer concentration, potential poaching by NvidiaAdvanced Micro Devices on Tuesday forecast a slight decline in quarterly revenue, raising concerns about w...
Tiger News
Wed, Feb 4
UBS Exceeds Profit Forecasts and Unveils $3 Billion Share Repurchase Plan with Expansion Potential
UBS Group AG reported fourth-quarter earnings that surpassed analyst predictions, concurrently revealing a $3 billion share repurchase initiative set for 2026, which may be expanded further.The Swiss banking giant reaffirmed its financial objectives for 2028, which include an 18% return on CET1 capi...
Tiger News
Wed, Feb 4
Crypto Daily | Michael Burry Warns of Cascading Effects From Bitcoin Plunge; Cathie Wood Keeps Buying Crypto Stocks
Crypto Daily is our column tracking crypto market trends, offering timely insights and valuable updates to keep you informed.Crypto NewsBitcoin Briefly Drops to Lowest Price Since Trump’s Election VictoryBitcoin dropped to its lowest since Donald Trump retook the White House a little more than a yea...
Tiger News
Wed, Feb 4
Nvidia's H200 AI Chips Await US Approval Amid National Security Review
Nvidia’s sales of its H200 AI chips to China are still pending final approval from Washington, nearly two months after former President Donald Trump authorized the export. The U.S. government is conducting a national security review before granting licenses to Chinese customers. While the U.S. Comme...
Tiger News
Wed, Feb 4
Tencent's WeChat Restricts Yuanbao Links Over Improper Sharing
WeChat, part of Tencent, announced measures against Yuanbao links—also a Tencent product—that violated platform rules. The action targets excessive marketing and task- or red-envelope-based sharing that encouraged high-frequency posting to groups, disrupting platform order and user experience. Yuanb...
Tiger News
Wed, Feb 4
HK Movers | Software Stocks Sink on Fears AI Will Hit Software Groups
Software stocks sank in Hong Kong, with some investors pointing to a recently updated artificial intelligence chatbot by Anthropic as the main culprit. Kingdee International fell 15%; Inspur Digital Enterprise and Kingsoft fell 7%; Weimob fell 6%; Marketingforce fell 5%. Once again, artificial int...
Tiger News
Wed, Feb 4
24H|Enphase Soared 20%; Silicon Motion Surged 14%; Sonos Surged 7%; Take-Two Rose 5%; Intapp Plunged 20%
Shares of Enphase Energy surged 20% in overnight trading after the energy technology company posted profit and revenue that--while down from the prior year--still topped Wall Street's estimates. Shares have risen 16% in the last three months.Silicon Motion Technology Corporation's stock surged 14% i...
Tiger News
Wed, Feb 4
HK Movers | Nonferrous Metal and Coal Stocks Gain With China Nonferrous Mining and Yankuang Energy up 8%
Nonferrous metal stocks gained in Hong Kong. China Nonferrous Mining rose 8%; MMG rose 5%; Jiangxi Copper rose 4%; Zijin Gold International, RUSAL, and Chifeng Gold rose 3%.Coal stocks rose in Hong Kong. Yankuang Energy rose 8%; China Coal Energy rose 7%; Kinetic Development rose 6%; Yancoal Austral...
Tiger News
Wed, Feb 4
SoftBank-backed Saimemory partners with Intel on next-generation memory chips
A new memory chip company backed by SoftBank just signed a deal with Intel to build next-generation computer memory.
Cryptopolitan
Wed, Feb 4
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