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Spotify Expands Beyond Audio With Physical Books

February 5, 2026 11:46 am
Key Moments Spotify shares climbed more than 3% after it unveiled a partnership with Bookshop.org to sell physical books. Premium users in the U.S. and U.K. will be able to buy hardcover and paperback titles directly in the Spotify app beginning this spring. Bookshop.org will manage pricing, inventory, and fulfillment, while Spotify will earn an […] Read more

BofA Sees Upside Capped for Equinor, Cuts Rating to Neutral

February 5, 2026 11:19 am
Key Moments Bank of America shifted its rating on Equinor (NYSE: EQNR) (OL: EQNR) to Neutral as the stock trades close to its unchanged price objective of NOK260. BofA reduced its post-2025 estimates, citing valuation that already implies long-term Brent prices near $70 per barrel and limited scope for a further re-rating. The bank now […] Read more

UK Teams With Microsoft to Strengthen Deepfake Defenses

February 5, 2026 9:36 am
Key Moments Britain teams up with Microsoft, academics, and experts to create a standardized deepfake detection system. The framework will test detection tools against real-world risks, including sexual abuse, fraud, and impersonation. Government data shows deepfakes shared online rose from 500,000 in 2023 to 8 million in 2025. UK Moves to Standardize Deepfake Detection Britain […] Read more

Alphabet Expands AI Infrastructure in 2026 Spending Push

February 5, 2026 8:13 am
Key Moments Alphabet expects 2026 capital expenditure to reach $175–185 billion, nearly doubling from $91.45 billion in 2025. Google Cloud revenue surged 48% to $17.7 billion in Q4, marking its fastest growth in over four years. Gemini AI now serves 8 million paid enterprise seats across 2,800 companies and over 750 million monthly users. Capital […] Read more

KKR Targets $1.4bn Arctos Deal to Launch New Arm

February 5, 2026 7:13 am
Key Moments KKR agreed to acquire Arctos Partners for $1.4 billion, according to the Financial Times. The transaction will establish a new KKR division named KKR Solutions, to be led by Arctos co-founder Ian Charles. KKR co-CEO Scott Nuttall told the Financial Times the new unit could eventually become “an over $100b business.” Transaction Overview […] Read more

Amazon Revamps Stores to Compete With Walmart

February 4, 2026 3:03 pm
Key Moments Analysts expect Amazon’s fourth-quarter physical store revenue to rise 5.4% year-on-year to $5.9 billion, with overall earnings forecast at $1.97 per share. Amazon is closing all Amazon Fresh and Amazon Go locations and plans to convert some of them into Whole Foods Market stores as part of a strategic shift. The company is […] Read more

Bunge Warns of Weaker 2026 Earnings on Policy Uncertainty

February 4, 2026 1:46 pm
Key Moments Bunge Global issued a 2026 adjusted EPS outlook of $7.50 to $8.00, below Wall Street’s $8.71 estimate. The company posted its weakest fourth quarter and lowest full-year adjusted profit since 2019, with 2025 adjusted EPS at $7.57 versus $9.19 a year earlier. Shares fell 5% in premarket trading, despite having climbed more than […] Read more

Texas Instruments Expands Wireless With $7.5B Deal

February 4, 2026 12:58 pm
Key Moments Texas Instruments agreed to acquire Silicon Laboratories in a transaction valuing the chip designer at $7.5 billion. The deal values Silicon Labs at $231 per share, representing an implied premium of about 69% to its last unaffected closing price on Tuesday. Termination terms include a $259 million fee if Silicon walks away and […] Read more

Tesla China EV Sales Grow Despite Monthly Slowdown

February 4, 2026 9:17 am
Key Moments Tesla sold 69,129 China-made electric vehicles in January, a 9.3% increase from the same month a year earlier. January marked the third straight month of year-on-year sales growth for Tesla’s China-produced vehicles. Deliveries of Shanghai-built Model 3 and Model Y cars, including exports, declined 28.9% from December levels. January Performance of China-Made Vehicles […] Read more

AMD Shares Slip in Frankfurt as Revenue Outlook Disappoints

February 4, 2026 8:23 am
Key Moments Advanced Micro Devices shares dropped more than 6% in early Frankfurt trading after issuing a forecast for a slight decline in quarterly revenue. The revenue outlook has fueled concerns about AMD’s ability to compete with Nvidia in the fast-growing AI segment. AMD’s stock closed the prior U.S. session down 1.7%, though it has […] Read more