• Stay Informed. Stay Ahead.

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  • News & Insights

    Microsoft CEO Satya Nadella says Bill Gates told him his big bet on OpenAI would be a flop: ‘Yeah, you’re going to burn this billion dollars’
    2026年2月22日
    OpenAI is now the world’s most valuable private company, but when Microsoft originally invested ...
    Read more...
    Berkshire was a net seller of stocks in Buffett’s final quarter as CEO
    2026年2月22日
    During Warren Buffett’s last quarter as CEO, Berkshire Hathaway sold more equities than it bought...
    Read more...
    Kosmos Energy extends Ghana licences to 2040, hedges 2027 output
    2026年2月20日
    Kosmos Energy Ltd on Friday said the Parliament in Ghana has ratified licence extensions for the...
    Read more...
    First-time investors at OCBC flock to gold and silver, beating out stocks and unit trusts
    2026年2月19日
    Gold and silver have become the top choices for first-time investors at OCBC Bank in 2025,...
    Read more...
    More Posts
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s, with the two trading at 23.0x and 23.7x forward earnings, respectively. Microsoft has been trading at a lower multiple than IBM since Jan. 29. Before this recent shift, the last time this had occurred was July 25, 2013, according to Dow Jones Market Data.\\n \\n \\n \\nThe inversion, first flagged by the X account of Fiscal.ai, points to a change in how investors are viewing Microsoft and the other tech companies that are shelling out billions to build AI infrastructure.\\n \\n \\n \\nMicrosoft, along with fellow hyperscalers $Alphabet-C (GOOG.US)$, $Meta Platforms (META.US)$ and $Amazon (AMZN.US)$, are expected to spend a combined $650 billion on capital expenditures in 2026 - a 60% increase from the amount they doled out in...","blurb":"As the market digests Big Tech's ambitious artificial-intelligence spending plans for 2026, the relative cheapness of Microsoft's stock underscores a new dichotomy in technology investing. $Microsoft (MSFT.US)$ is now cheaper than $IBM Corp (IBM.US)

  • Stay Informed. Stay Ahead.

    Discover the latest news and updates about Keynes Securities.

  • News & Insights

    Microsoft CEO Satya Nadella says Bill Gates told him his big bet on OpenAI would be a flop: ‘Yeah, you’re going to burn this billion dollars’
    2026年2月22日
    OpenAI is now the world’s most valuable private company, but when Microsoft originally invested ...
    Read more...
    Berkshire was a net seller of stocks in Buffett’s final quarter as CEO
    2026年2月22日
    During Warren Buffett’s last quarter as CEO, Berkshire Hathaway sold more equities than it bought...
    Read more...
    Kosmos Energy extends Ghana licences to 2040, hedges 2027 output
    2026年2月20日
    Kosmos Energy Ltd on Friday said the Parliament in Ghana has ratified licence extensions for the...
    Read more...
    First-time investors at OCBC flock to gold and silver, beating out stocks and unit trusts
    2026年2月19日
    Gold and silver have become the top choices for first-time investors at OCBC Bank in 2025,...
    Read more...
    More Posts
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We use cookies to ensure a smooth browsing experience. By continuing we assume you accept the use of cookies.
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s, with the two trading at 23.0x and 23.7x...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59221170,"state":"published","settings":{"hideBlogDate":null},"title":"STMicro shares boom on multiyear, multibillion-dollar deal with Amazon Web Services","icon":{"type":"Blog.BackgroundImage","id":"f_4544d1b7-bca4-433d-8a97-a7832dda8b42","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/850966_309610","storage":"s","format":"png","h":746,"w":1505,"s":1613374,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_4544d1b7-bca4-433d-8a97-a7832dda8b42","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/850966_309610","storage":"s","format":"png","h":746,"w":1505,"s":1613374,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-09T06:23:58.684-08:00","updatedAt":"2026-02-09T06:23:58.712-08:00","createdAt":"2026-02-09T06:23:07.637-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/stmicro-shares-boom-on-multiyear-multibillion-dollar-deal-with-amazon-web","relativeUrl":"\/blog\/stmicro-shares-boom-on-multiyear-multibillion-dollar-deal-with-amazon-web","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nSTMicroelectronics, the French-Italian semiconductor manufacturer, on Monday announced a multiyear, multibillion-dollar contract with Amazon Web Services to supply advanced chips used in AWS compute and its data-center infrastructure.\\n \\n \\n \\nAs part of the partnership, AWS was issued warrants allowing it to buy up to 24.8 million of STMicro\u2019s shares in various stages over the next seven years. If the warrants are exercised, those 24.8 million shares would translate into a 2.7% stake in STMicro, with the initial price set at $28.38, around a 4% discount to Friday\u2019s closing price.\\n \\n \\n \\nShares in STMicro surged as much as 8% on European exchanges, while its U.S.-listed stock was up around 6.5% in premarket trading. Having declined by 9% so far in 2026, Amazon shares were flat before the official market open.\\n \\n \\n \\nAfter releasing fourth-quarter earnings last week, Amazon announced ambitious capital-expenditure plans for 2026, guiding investors to $200 billion of spending....","blurb":"STMicroelectronics, the French-Italian semiconductor manufacturer, on Monday announced a multiyear, multibillion-dollar contract with Amazon Web Services to supply advanced chips used in AWS compute and its data-center infrastructure. As part of the partnership, AWS was issued warrants allowing...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59163102,"state":"published","settings":{"hideBlogDate":null},"title":"Tech\u2019s AI Push Risks a Bond Market Blowback: Credit Weekly","icon":{"type":"Blog.BackgroundImage","id":"f_c32d58de-53d9-4b36-afed-06f46ee58ad3","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/92857_35144","storage":"s","format":"png","h":611,"w":1028,"s":1083876,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_c32d58de-53d9-4b36-afed-06f46ee58ad3","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/92857_35144","storage":"s","format":"png","h":611,"w":1028,"s":1083876,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-08T04:54:32.918-08:00","updatedAt":"2026-02-08T04:54:32.946-08:00","createdAt":"2026-02-08T04:53:37.759-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/tech-s-ai-push-risks-a-bond-market-blowback-credit-weekly","relativeUrl":"\/blog\/tech-s-ai-push-risks-a-bond-market-blowback-credit-weekly","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nThe biggest tech companies are gearing up to spend even more on artificial intelligence than investors had anticipated, and money managers increasingly fear that whatever happens, credit markets will get hit.\\n \\n \\n \\nMicrosoft Corp., Oracle Corp. and other \u201chyperscalers\u201d are in an arms race to invest in AI and beat competitors in a technology that could change vast parts of the economy. Google parent Alphabet Inc. said it\u2019s poised to spend as much as $185 billion on data centers this year, more than it has invested in the past three years combined. Amazon.com Inc. promised an even bigger outlay: $200 billion.\\n \\n \\n \\nA chunk of those investments will come from the high-grade corporate bond market, potentially resulting in more debt sales this year than investors had expected. But the more tech companies borrow, the greater the potential pressure on bond valuations. The securities are already expensive by historical standards, trading at close to their tightest spreads since...","blurb":"The biggest tech companies are gearing up to spend even more on artificial intelligence than investors had anticipated, and money managers increasingly fear that whatever happens, credit markets will get hit. Microsoft Corp., Oracle Corp. and other \u201chyperscalers\u201d are in an arms race to invest...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59162691,"state":"published","settings":{"hideBlogDate":null},"title":"Wall Street\u2019s wild week rattles investors\u2019 confidence while highlighting a growing divide within markets","icon":{"type":"Blog.BackgroundImage","id":"f_4c127230-64f9-4474-8cee-b4cb935a5d56","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/262533_492002","storage":"s","format":"png","h":751,"w":1511,"s":2159093,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_4c127230-64f9-4474-8cee-b4cb935a5d56","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/262533_492002","storage":"s","format":"png","h":751,"w":1511,"s":2159093,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-08T04:41:00.028-08:00","updatedAt":"2026-02-08T04:41:00.054-08:00","createdAt":"2026-02-08T04:40:15.902-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/wall-street-s-wild-week-rattles-investors-confidence-while-highlighting-a","relativeUrl":"\/blog\/wall-street-s-wild-week-rattles-investors-confidence-while-highlighting-a","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nWall Street lived a tale of two markets this week.\\n \\n \\n \\nOnce-popular momentum trades that showered investors with outsize rewards last year finally hit the skids. Wednesday was the worst single-day showing for popular momentum stocks since 2022, based on the performance of Goldman Sachs\u2019s U.S. High-Beta Momentum Index \u2014 although the index rallied back to finish the week essentially unchanged.\\n \\n \\n \\nMeanwhile, boring yet steady value plays quietly stacked wins, with the value-heavy Dow Jones Industrial Average topping 50,000 pointsw for the first time ever. A fund that tracks the equal-weighted version of the S\u0026P 500 index finished the week at a fresh record high, outperforming its capitalization-weighted sibling by the widest weekly margin since 2020, FactSet data showed.\\n \\n \\n \\n\u201cIt seems like there are two different markets right now,\u201d said Mark Hackett, chief market strategist at Nationwide, during an interview with MarketWatch. \u201cThere are the ones that are levered...","blurb":"Wall Street lived a tale of two markets this week. Once-popular momentum trades that showered investors with outsize rewards last year finally hit the skids. Wednesday was the worst single-day showing for popular momentum stocks since 2022, based on the performance of Goldman Sachs\u2019s U.S....","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59057473,"state":"published","settings":{"hideBlogDate":null},"title":"U.S.-China power struggle thrusts Panama Canal back into the spotlight","icon":{"type":"Blog.BackgroundImage","id":"f_6cc9847c-12ff-46c5-a124-e50fa6cffab4","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/759624_983029","storage":"s","format":"png","h":518,"w":922,"s":684899,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_6cc9847c-12ff-46c5-a124-e50fa6cffab4","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/759624_983029","storage":"s","format":"png","h":518,"w":922,"s":684899,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-06T02:01:54.578-08:00","updatedAt":"2026-02-06T02:01:54.604-08:00","createdAt":"2026-02-06T02:00:37.962-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/u-s-china-power-struggle-thrusts-panama-canal-back-into-the-spotlight","relativeUrl":"\/blog\/u-s-china-power-struggle-thrusts-panama-canal-back-into-the-spotlight","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nKey Points\\n The Panama Canal, a global trade artery that connects the Atlantic and Pacific Oceans, has reemerged as a geopolitical flashpoint in recent days.It follows a contentious decision from the Central American country\u2019s top court to rule against a Hong Kong-backed firm\u2019s right to operate two key terminals on the waterway.The outcome was seen as a major victory for the U.S., which is seeking to oust rival powers from the Western Hemisphere. \\n \\n \\n \\nA simmering dispute over two container ports at either end of the Panama Canal risks becoming a geopolitical flashpoint between the world\u2019s two largest economies: the U.S. and China.\\n \\n \\n \\nIt follows a contentious decision from Panama\u2019s top court voiding a license of a subsidiary of Hong Kong-based CK Hutchison for operating two key terminals on the waterway, through which some 40% of all U.S. container traffic transits every year.\\n \\n \\n \\nThe ruling was seen as a major victory for the U.S., given that the White House...","blurb":"Key Points The Panama Canal, a global trade artery that connects the Atlantic and Pacific Oceans, has reemerged as a geopolitical flashpoint in recent days.It follows a contentious decision from the Central American country\u2019s top court to rule against a Hong Kong-backed firm\u2019s right to operate...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59057202,"state":"published","settings":{"hideBlogDate":null},"title":"Novo Nordisk stock climbs out of hole on FDA chief\u2019s threat to block Hims and Hers pill","icon":{"type":"Blog.BackgroundImage","id":"f_42bb50f7-60d7-4911-8f3c-2bef77621c23","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/853189_706863","storage":"s","format":"png","h":518,"w":772,"s":606514,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_42bb50f7-60d7-4911-8f3c-2bef77621c23","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/853189_706863","storage":"s","format":"png","h":518,"w":772,"s":606514,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-06T01:52:52.156-08:00","updatedAt":"2026-02-06T01:52:52.176-08:00","createdAt":"2026-02-06T01:51:56.555-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/novo-nordisk-stock-climbs-out-of-hole-on-fda-chief-s-threat-to-block-hims-and","relativeUrl":"\/blog\/novo-nordisk-stock-climbs-out-of-hole-on-fda-chief-s-threat-to-block-hims-and","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nNovo Nordisk shares rallied on Friday in what\u2019s still been a painful week as the Food and Drug Administration may weigh in on the side of the Danish drugmaker in its dispute over a copycat drug.\\n \\n \\n \\nNovo Nordisk stock NOVO.B NVO gained 5%, but is still down 21% this week on concerns over profitability, after the head of the FDA suggested the agency might not let Hims and Hers sell the cheaper, compounded version of the new Wegovy pill that it announced on Thursday.\\n \\n \\n \\n\u201cFDA will take swift action against companies mass-marketing illegal copycat drugs, claiming they are similar to FDA-approved products,\u201d said the commissioner, Dr. Marty Makary, on social media. \u201cThe FDA cannot verify the quality, safety, or effectiveness of non-approved drugs.\u201d He didn\u2019t specifically mention the Hims and Hers pill.\\n \\n \\n \\nHims and Hers HIMS meanwhile fell 11% in premarket trade and has seen its gains from the announcement of a $49 obesity drug pill more than erased. Novo Nordisk...","blurb":"Novo Nordisk shares rallied on Friday in what\u2019s still been a painful week as the Food and Drug Administration may weigh in on the side of the Danish drugmaker in its dispute over a copycat drug. Novo Nordisk stock NOVO.B NVO gained 5%, but is still down 21% this week on concerns over...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59003278,"state":"published","settings":{"hideBlogDate":null},"title":"Bitcoin sinks after Treasury Secretary Bessent says US government can't tell banks to bail out crypto","icon":{"type":"Blog.BackgroundImage","id":"f_39279d8b-ece2-45ce-9a3f-88c260b10ab9","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/746240_320346","storage":"s","format":"png","h":997,"w":1497,"s":2046090,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_39279d8b-ece2-45ce-9a3f-88c260b10ab9","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/746240_320346","storage":"s","format":"png","h":997,"w":1497,"s":2046090,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-05T02:15:03.102-08:00","updatedAt":"2026-02-05T02:15:03.124-08:00","createdAt":"2026-02-05T02:13:43.948-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/bitcoin-sinks-after-treasury-secretary-bessent-says-us-government-can-t-tell","relativeUrl":"\/blog\/bitcoin-sinks-after-treasury-secretary-bessent-says-us-government-can-t-tell","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nBitcoin (BTC-USD) tumbled below $71,000 per token on Thursday after Treasury Secretary Scott Bessent suggested the US government would not bail out the cryptocurrency.\\n \\n \\n \\nIn a heated back-and-forth during a House Financial Services Committee on Wednesday, Bessent was asked if the US Treasury had the authority to buy bitcoin or other cryptos.\\n \\n \\n \\n\"I do not have the authority to do that, and as chair of FSOC, I do not have that authority,\" Bessent stated.\\n \\n \\n \\nBessent's comments pushed bitcoin spiraling lower on Wednesday, extending a slump from earlier in that session. But the leading cryptocurrency was paring losses on Thursday after it approached the key $70,000 level.\\n \\n \\n \\nThe decline was also fueled by the broader selling pressure in markets and a warning from notable investor Michael Burry that a sustained decline in bitcoin's price could \"set in motion a death spiral leading to massive value destruction.\"\\n \\n \\n \\n\"Bitcoin has been exposed as a purely...","blurb":"Bitcoin (BTC-USD) tumbled below $71,000 per token on Thursday after Treasury Secretary Scott Bessent suggested the US government would not bail out the cryptocurrency. In a heated back-and-forth during a House Financial Services Committee on Wednesday, Bessent was asked if the US Treasury had...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":58953837,"state":"published","settings":{"hideBlogDate":null},"title":"Eli Lilly blows past quarterly estimates, posts strong outlook as Zepbound and Mounjaro sales soar","icon":{"type":"Blog.BackgroundImage","id":"f_699c0ccd-cb8b-457c-8c78-534abb4fc601","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/173864_377974","storage":"s","format":"png","h":843,"w":1507,"s":1122299,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_699c0ccd-cb8b-457c-8c78-534abb4fc601","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/173864_377974","storage":"s","format":"png","h":843,"w":1507,"s":1122299,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-04T04:57:58.296-08:00","updatedAt":"2026-02-04T04:57:58.318-08:00","createdAt":"2026-02-04T04:56:07.534-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/eli-lilly-blows-past-quarterly-estimates-posts-strong-outlook-as-zepbound","relativeUrl":"\/blog\/eli-lilly-blows-past-quarterly-estimates-posts-strong-outlook-as-zepbound","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nKey Points\\n Eli Lilly posted fourth-quarter earnings and revenue and 2026 guidance that blew past estimates, as demand for its blockbuster weight loss drug Zepbound and diabetes treatment Mounjaro soars.Lilly is working to maintain its dominance in the booming market for those drugs, called GLP-1s, as Novo sees an explosive U.S. launch for its new Wegovy pill for obesity.\\n \\n \\n \\nEli Lilly\\n \\n on Wednesday posted fourth-quarter earnings and revenue and 2026 guidance that blew past estimates, as demand for its blockbuster weight loss drug Zepbound and diabetes treatment Mounjaro soars.\\n \\n \\n \\nThe pharmaceutical giant anticipates its 2026 revenue will come in between $80 billion and $83 billion. Analysts expected revenue of $77.62 billion, according to LSEG.\\n \\n \\n \\nLilly also expected adjusted earnings to be between $33.50 and $35 per share for the year. That compares with analysts\u2019 estimate of $33.23 per share, according to LSEG.\\n \\n \\n \\nThe strong outlook comes days...","blurb":"Key Points Eli Lilly posted fourth-quarter earnings and revenue and 2026 guidance that blew past estimates, as demand for its blockbuster weight loss drug Zepbound and diabetes treatment Mounjaro soars.Lilly is working to maintain its dominance in the booming market for those drugs, called...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":58899073,"state":"published","settings":{"hideBlogDate":null},"title":"Palantir Stock Pops On Q4 Earnings Beat, Strong 2026 Outlook","icon":{"type":"Blog.BackgroundImage","id":"f_13c95960-d398-45c6-a541-c47f7e86a947","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/102413_712437","storage":"s","format":"png","h":752,"w":1508,"s":2031120,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_13c95960-d398-45c6-a541-c47f7e86a947","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/102413_712437","storage":"s","format":"png","h":752,"w":1508,"s":2031120,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-03T06:48:56.990-08:00","updatedAt":"2026-02-03T06:48:57.012-08:00","createdAt":"2026-02-03T06:46:52.686-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/palantir-stock-pops-on-q4-earnings-beat-strong-2026-outlook","relativeUrl":"\/blog\/palantir-stock-pops-on-q4-earnings-beat-strong-2026-outlook","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nPalantir Technologies (PLTR) reported December-quarter earnings and revenue that topped Wall Street estimates amid strength in its U.S. government and commercial businesses. Palantir stock popped amid 2026 revenue and free cash flow guidance that came in well above expectations, driven by artificial intelligence products.\\n \\n \\n \\nAt Citi, analyst Tyler Radke said in a report: \"Q4 was another extraordinary print with strong top\/bottom line beats. With initial 2026 guidance well surpassing consensus expectations, Palantir's momentum increasingly stands out in a software market where accelerating growth stories are rare. The beat was once again highlighted by AI-driven transformation\/demand from both commercial and government customers (particularly in the U.S).\"\\n \\n \\n \\nReported after the market close on Monday, Palantir earnings for the fourth quarter were 25 cents per share on an adjusted basis, up 78% from a year earlier. Revenue climbed 70% to $1.407 billion, the maker of...","blurb":"Palantir Technologies (PLTR) reported December-quarter earnings and revenue that topped Wall Street estimates amid strength in its U.S. government and commercial businesses. Palantir stock popped amid 2026 revenue and free cash flow guidance that came in well above expectations, driven by...","pendingCommentsCount":0,"approvedCommentsCount":0}],"wechatMpAccountId":null,"pagination":{"blogPosts":{"currentPage":1,"previousPage":null,"nextPage":2,"perPage":20,"totalPages":6,"totalCount":115}}}}},"ecommerceProductCollection":{"data":{"products":[]}},"ecommerceCategoriesProductCollection":null,"portfolioCategoriesProductCollection":null,"portfolioProductCollection":{"data":{"products":[]}},"blogCategoriesPostCollection":{"24562":{"blog":{"id":33083088,"blogSettings":{"previewLayout":1,"showNav":true,"hasSubscriptionCode":false,"hideNewBlogTips":true,"headerCustomCode":"","footerCustomCode":"","hasSubscriptionCodeBefore":false,"showMorePostsWith":"popup","usedDisqusCommentsBefore":false,"enableComments":true,"commentsRequireApproval":true,"mailchimpCode":""},"blogPosts":[{"id":59822453,"state":"published","settings":{"hideBlogDate":null},"title":"Microsoft CEO Satya Nadella says Bill Gates told him his big bet on OpenAI would be a flop: \u2018Yeah, you\u2019re going to burn this billion dollars\u2019","icon":{"type":"Blog.BackgroundImage","id":"f_e9f8109d-fc02-4cd9-9467-a9cdd8e9a8fb","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/469322_369603","storage":"s","format":"png","h":1032,"w":1499,"s":947476,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_e9f8109d-fc02-4cd9-9467-a9cdd8e9a8fb","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/469322_369603","storage":"s","format":"png","h":1032,"w":1499,"s":947476,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-22T04:11:13.741-08:00","updatedAt":"2026-02-22T04:11:13.763-08:00","createdAt":"2026-02-22T04:10:27.208-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/microsoft-ceo-satya-nadella-says-bill-gates-told-him-his-big-bet-on-openai","relativeUrl":"\/blog\/microsoft-ceo-satya-nadella-says-bill-gates-told-him-his-big-bet-on-openai","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nOpenAI is now the world\u2019s most valuable private company, but when Microsoft originally invested $1 billion in the startup in 2019, it was less than a sure bet.\\n \\n \\n \\nMicrosoft CEO Satya Nadella faced pushback even from the company\u2019s cofounder and original CEO, Bill Gates, he recalled during an interview on tech-focused YouTube channel TBPN.\\n \\n \\n \\n\u201cRemember this was a nonprofit, and I think Bill [Gates] even said, \u2018Yeah, you\u2019re going to burn this billion dollars,\u2019\u201d Nadella said.\\n \\n \\n \\nYet, Nadella and the Microsoft team weren\u2019t swayed by the pushback. While Nadella noted he needed to go through the proper channels and get board approval because of the size of the investment, he said that despite the risk, \u201cit was not that hard to convince anyone that this is an important area.\u201d\\n \\n \\n \\n\u201cWe kind of had a little bit of high risk tolerance, and we said, \u2018We want to go and give this a shot,\u2019\u201d he added.\\n \\n \\n \\nIn 2019, Microsoft viewed the partnership and investment in...","blurb":"OpenAI is now the world\u2019s most valuable private company, but when Microsoft originally invested $1 billion in the startup in 2019, it was less than a sure bet. Microsoft CEO Satya Nadella faced pushback even from the company\u2019s cofounder and original CEO, Bill Gates, he recalled during an...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59822285,"state":"published","settings":{"hideBlogDate":null},"title":"Berkshire was a net seller of stocks in Buffett\u2019s final quarter as CEO","icon":{"type":"Blog.BackgroundImage","id":"f_6481b012-87be-4846-b3dd-0182915e5d30","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/811185_155642","storage":"s","format":"png","h":829,"w":1504,"s":1846467,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_6481b012-87be-4846-b3dd-0182915e5d30","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/811185_155642","storage":"s","format":"png","h":829,"w":1504,"s":1846467,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-22T04:03:21.095-08:00","updatedAt":"2026-02-22T04:03:21.126-08:00","createdAt":"2026-02-22T04:01:57.074-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/berkshire-was-a-net-seller-of-stocks-in-buffett-s-final-quarter-as-ceo","relativeUrl":"\/blog\/berkshire-was-a-net-seller-of-stocks-in-buffett-s-final-quarter-as-ceo","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nDuring Warren Buffett\u2019s last quarter as CEO, Berkshire Hathaway sold more equities than it bought, continuing to whittle away at its big Apple and Bank of America stakes and slashing its already modest Amazon.com holding.\\n \\n \\n \\nBerkshire significantly increased its stakes in Chevron and Chubb in the three months ending December 31 and added a small position in shares of The New York Times Compan, six years after selling its dozens of newspaper holdings.\\n \\n \\n \\nBerkshire has sold Apple shares in each of the last three quarters and in seven of the past nine three-month periods, reducing its shares by a bit more than 75% since the summer of 2023.\\n \\n \\n \\nEven so, Apple remains Berkshire\u2019s biggest equity stake with a value of $60.3 billion based on Friday\u2019s close.\\n \\n \\n \\nThe Apple sales, however, have helped #2 American Express close the gap from almost $150 billion to just under $8 billion.\\n \\n \\n \\nIt\u2019s six straight quarters of sales for Bank of America, reducing that...","blurb":"During Warren Buffett\u2019s last quarter as CEO, Berkshire Hathaway sold more equities than it bought, continuing to whittle away at its big Apple and Bank of America stakes and slashing its already modest Amazon.com holding. Berkshire significantly increased its stakes in Chevron and Chubb in the...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59755380,"state":"published","settings":{"hideBlogDate":null},"title":"Kosmos Energy extends Ghana licences to 2040, hedges 2027 output","icon":{"type":"Blog.BackgroundImage","id":"f_04afbc47-b80d-4211-980c-5abe5381c139","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/908556_882018","storage":"s","format":"png","h":497,"w":746,"s":685870,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_04afbc47-b80d-4211-980c-5abe5381c139","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/908556_882018","storage":"s","format":"png","h":497,"w":746,"s":685870,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-20T08:30:23.794-08:00","updatedAt":"2026-02-20T08:30:23.818-08:00","createdAt":"2026-02-20T08:29:20.182-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/kosmos-energy-extends-ghana-licences-to-2040-hedges-2027-output","relativeUrl":"\/blog\/kosmos-energy-extends-ghana-licences-to-2040-hedges-2027-output","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nKosmos Energy Ltd on Friday said the Parliament in Ghana has ratified licence extensions for the Jubilee and TEN fields through to 2040, as Kosmos reported rising output and began hedging 2027 production.\\n \\n \\n \\nShares in Kosmos Energy were up 5.7% at 140.00 pence in London on Friday afternoon for a market capitalisation of USD846.6 million.\\n \\n \\n \\nThe Dallas, Texas-based company is an oil and gas producer in the West African countries of Ghana and Ivory Coast.\\n \\n \\n \\nKosmos said the extensions of the West Cape three points and Deepwater Tano petroleum agreements are expected to support up to USD2 billion in incremental investment and increased domestic gas supply for Ghana.\\n \\n \\n \\nAs part of the revised Jubilee development plan, up to 20 additional wells are planned, which Kosmos said is expected to increase 2P reserves at the field. 2P refers to proven and probable reserves.\\n \\n \\n \\nAt Jubilee, the J74 well, which came online in early January, has ramped up to...","blurb":"Kosmos Energy Ltd on Friday said the Parliament in Ghana has ratified licence extensions for the Jubilee and TEN fields through to 2040, as Kosmos reported rising output and began hedging 2027 production. Shares in Kosmos Energy were up 5.7% at 140.00 pence in London on Friday afternoon for a...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59717551,"state":"published","settings":{"hideBlogDate":null},"title":"First-time investors at OCBC flock to gold and silver, beating out stocks and unit trusts","icon":{"type":"Blog.BackgroundImage","id":"f_113806ce-354e-4a94-a184-c035584052fc","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/895689_632435","storage":"s","format":"png","h":944,"w":1414,"s":2333251,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_113806ce-354e-4a94-a184-c035584052fc","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/895689_632435","storage":"s","format":"png","h":944,"w":1414,"s":2333251,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-19T04:47:21.838-08:00","updatedAt":"2026-02-19T04:47:21.862-08:00","createdAt":"2026-02-19T04:46:22.358-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/first-time-investors-at-ocbc-flock-to-gold-and-silver-beating-out-stocks-and","relativeUrl":"\/blog\/first-time-investors-at-ocbc-flock-to-gold-and-silver-beating-out-stocks-and","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nGold and silver have become the top choices for first-time investors at OCBC Bank in 2025, overtaking stocks and unit trusts. The number of new investors in OCBC\u2019s Precious Metals Account tripled in January 2026, driven by record prices and economic uncertainties. Young investors under 40 account for half of all precious-metals investors, and gold has risen over 16% in 2026. OCBC expects continued growth, but warns of volatility and advises measured, long-term investment strategies.\\n \\n \\n \\nGold and silver have emerged as the top choices for first-time investors at OCBC Bank, overtaking stocks and unit trusts as more customers turn to precious metals amid economic uncertainties.\\n \\n \\n \\nTwo in three retail customers who began investing with the bank in 2025 chose gold or silver as their first investment, driving the lender\u2019s precious-metals investor base up 2\u00bd times year on year, OCBC said on Feb 19.\\n \\n \\n \\nOCBC provides customers with the option of investing in paper gold...","blurb":"Gold and silver have become the top choices for first-time investors at OCBC Bank in 2025, overtaking stocks and unit trusts. The number of new investors in OCBC\u2019s Precious Metals Account tripled in January 2026, driven by record prices and economic uncertainties. Young investors under 40 account...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59669781,"state":"published","settings":{"hideBlogDate":null},"title":"Palo Alto Networks' stock slides as underwhelming outlook overshadows AI messaging","icon":{"type":"Blog.BackgroundImage","id":"f_b98a77ec-47ee-4be3-901d-985c1f279460","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/214720_683227","storage":"s","format":"png","h":751,"w":1505,"s":2968864,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_b98a77ec-47ee-4be3-901d-985c1f279460","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/214720_683227","storage":"s","format":"png","h":751,"w":1505,"s":2968864,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-18T04:22:59.667-08:00","updatedAt":"2026-02-18T04:22:59.682-08:00","createdAt":"2026-02-18T04:21:51.930-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/palo-alto-networks-stock-slides-as-underwhelming-outlook-overshadows-ai","relativeUrl":"\/blog\/palo-alto-networks-stock-slides-as-underwhelming-outlook-overshadows-ai","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nThe cybersecurity company says it's poised to benefit as AI creates 'new classes of risks'\\n \\n \\n \\nPalo Alto Networks posted adjusted earnings per share of $1.03, beating analysts' estimates.\\n \\n \\n \\nPalo Alto Networks came up well short on its profit guidance for the current quarter, outweighing stronger-than-expected performance in the most recent quarter.\\n \\n \\n \\nThe cybersecurity company is looking for 78 cents to 80 cents in adjusted earnings per share for the fiscal third quarter, whereas the FactSet consensus was for 92 cents.\\n \\n \\n \\nShares slid more than 8% in Tuesday's extended session.\\n \\n \\n \\nPalo Alto Networks' (PANW) earnings for the latest quarter proved more upbeat. The company posted adjusted earnings per share of $1.03, while analysts tracked by FactSet expected 94 cents.\\n \\n \\n \\nRevenue amounted to $2.6 billion for the fiscal second quarter, up 15% from a year before, essentially matching analysts' estimates.\\n \\n \\n \\nRead more: Here are some...","blurb":"The cybersecurity company says it's poised to benefit as AI creates 'new classes of risks' Palo Alto Networks posted adjusted earnings per share of $1.03, beating analysts' estimates. Palo Alto Networks came up well short on its profit guidance for the current quarter, outweighing...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59620800,"state":"published","settings":{"hideBlogDate":null},"title":"China's humanoid robots take centre stage for Lunar New Year showtime","icon":{"type":"Blog.BackgroundImage","id":"f_66141779-f1b8-4167-8fe2-328658a835c6","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/500825_307368","storage":"s","format":"png","h":621,"w":1189,"s":1880353,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_66141779-f1b8-4167-8fe2-328658a835c6","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/500825_307368","storage":"s","format":"png","h":621,"w":1189,"s":1880353,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-17T05:01:52.136-08:00","updatedAt":"2026-02-17T05:01:52.152-08:00","createdAt":"2026-02-17T05:01:05.776-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/china-s-humanoid-robots-take-centre-stage-for-lunar-new-year-showtime","relativeUrl":"\/blog\/china-s-humanoid-robots-take-centre-stage-for-lunar-new-year-showtime","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nBEIJING: China\u2019s most-watched TV show, the annual CCTV Spring Festival gala, on Monday showcased the country\u2019s cutting-edge industrial policy and Beijing\u2019s push to dominate humanoid robots and the future of manufacturing.\\n \\n \\n \\nFour rising humanoid robot startups \u2013 Unitree Robotics, Galbot, Noetix and MagicLab \u2013 demonstrated their products at the gala, a televised event and touchstone for China comparable to the Super Bowl for the United States.\\n \\n \\n \\nThe programme\u2019s first three sketches prominently featured humanoid robots, including a lengthy martial arts demonstration where over a dozen Unitree humanoids performed sophisticated fight sequences waving swords, poles and nunchucks in close proximity to human children performers.\\n \\n \\n \\nThe fight sequences included a technically ambitious one that imitated the wobbly moves and backward falls of China\u2019s \u201cdrunken boxing\u201d martial arts style, showing innovations in multi-robot coordination and fault recovery \u2013 where a robot...","blurb":"BEIJING: China\u2019s most-watched TV show, the annual CCTV Spring Festival gala, on Monday showcased the country\u2019s cutting-edge industrial policy and Beijing\u2019s push to dominate humanoid robots and the future of manufacturing. Four rising humanoid robot startups \u2013 Unitree Robotics, Galbot, Noetix...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59620029,"state":"published","settings":{"hideBlogDate":null},"title":"The math is getting challenging: economic realities start to bite as UBS downgrades U.S. tech stocks","icon":{"type":"Blog.BackgroundImage","id":"f_abc9087f-03bb-4fa1-9ef8-a422ba527d1f","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/833172_334173","storage":"s","format":"png","h":748,"w":1500,"s":1311790,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_abc9087f-03bb-4fa1-9ef8-a422ba527d1f","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/833172_334173","storage":"s","format":"png","h":748,"w":1500,"s":1311790,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-17T04:46:17.940-08:00","updatedAt":"2026-02-17T04:46:17.962-08:00","createdAt":"2026-02-17T04:45:28.503-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/the-math-is-getting-challenging-economic-realities-start-to-bite-as-ubs","relativeUrl":"\/blog\/the-math-is-getting-challenging-economic-realities-start-to-bite-as-ubs","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nCapex commitments are creating a bottleneck in funding for AI developers\\n \\n \\n \\nRight now UBS Wealth Management identifies about a dozen frontier model developers with a growing cohort of Chinese competitors hot on their heels.\\n \\n \\n \\nDowngrading U.S. technology stocks is not something an asset allocator does lightly - the sector has outperformed two years in every three for the last four decades - but UBS Wealth Management has taken that bold step.\\n \\n \\n \\nUlrike Hoffmann-Burchardi, global head of equities, said the firm has lowered its recommendation from overweight to neutral and tells investors that \"the risk-reward profile is less favorable as economic realities sink in.\"\\n \\n \\n \\nIn a podcast broadcast Tuesday, Hoffmann-Burchardi outlined her conviction that answering the question how AI capital expenditure will be turned into profits is becoming more difficult. AI capital expenditure has now hit 2% of GDP, she points out, and although this investment addresses a...","blurb":"Capex commitments are creating a bottleneck in funding for AI developers Right now UBS Wealth Management identifies about a dozen frontier model developers with a growing cohort of Chinese competitors hot on their heels. Downgrading U.S. technology stocks is not something an asset allocator...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59529784,"state":"published","settings":{"hideBlogDate":null},"title":"From 'slippery slope' to 'existential threat,' auto CEOs sound alarm on Chinese competition","icon":{"type":"Blog.BackgroundImage","id":"f_e539a28e-eb76-4343-ad06-77f167d26e5d","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/47100_575559","storage":"s","format":"png","h":910,"w":1491,"s":2863398,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_e539a28e-eb76-4343-ad06-77f167d26e5d","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/47100_575559","storage":"s","format":"png","h":910,"w":1491,"s":2863398,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-15T05:10:52.143-08:00","updatedAt":"2026-02-15T05:10:52.167-08:00","createdAt":"2026-02-15T05:05:07.366-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/from-slippery-slope-to-existential-threat-auto-ceos-sound-alarm-on","relativeUrl":"\/blog\/from-slippery-slope-to-existential-threat-auto-ceos-sound-alarm-on","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nWestern automakers, from the Big Three to EV pure plays, are delivering the same stark warning: Chinese automakers pose a threat to their survival if domestic production isn't protected.\\n \\n \\n \\n\"China poses a clear and present threat to the auto industry in the U.S.,\" wrote the Alliance for Automotive Innovation (AAI), a trade group that reps the Big Three, among other automakers, ahead of a House hearing on Chinese vehicles last December.\\n \\n \\n \\nThe AAI said Congress needs to maintain the Commerce Department's Biden-era prohibition on importing certain technology and software from China, which effectively bars the import of vehicles from Chinese manufacturers.\\n \\n \\n \\nIn recent comments, corporate executives have hammered home a version of this messaging\\n \\n \\n \\nEV maker Rivian (RIVN) has a big year ahead with the launch of its entry-level R2. While short-term issues like cost control and EV demand are more top of mind for the company, the threat of China isn't that far...","blurb":"Western automakers, from the Big Three to EV pure plays, are delivering the same stark warning: Chinese automakers pose a threat to their survival if domestic production isn't protected. \"China poses a clear and present threat to the auto industry in the U.S.,\" wrote the Alliance for Automotive...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59440794,"state":"published","settings":{"hideBlogDate":null},"title":"OpenAI and Anthropic battle in the political arena","icon":{"type":"Blog.BackgroundImage","id":"f_9e469340-a008-46b1-a80c-3af0caaa1a93","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/14087_711077","storage":"s","format":"png","h":991,"w":1497,"s":987921,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_9e469340-a008-46b1-a80c-3af0caaa1a93","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/14087_711077","storage":"s","format":"png","h":991,"w":1497,"s":987921,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-13T05:53:48.579-08:00","updatedAt":"2026-02-13T05:53:48.591-08:00","createdAt":"2026-02-13T05:45:36.129-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/openai-and-anthropic-battle-in-the-political-arena","relativeUrl":"\/blog\/openai-and-anthropic-battle-in-the-political-arena","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nRivals duking it out for AI supremacy is the story of the tech world. But its increasingly becoming a key narrative in American politics too.\\n \\n \\n \\nInstead of posturing for space on your phone's homescreen, OpenAI and Anthropic are squaring up for the US midterm elections, wielding their capital to bolster political action committees that back their preferred AI policies.\\n \\n \\n \\nAnthropic (ANTH.PVT), the $380 billion-valued company behind the large language model Claude, and which bills itself as the AI startup preoccupied with safety and responsibility, said it was giving $20 million to a new super-PAC operation that stands in opposition to political groups aligned with OpenAI leaders and investors.\\n \\n \\n \\nThe move is a response to the creation of a new network of pro-AI fundraising and lobbying, helmed by Silicon Valley luminaries that include OpenAI president Greg Brockman.\\n \\n \\n \\nWhere the leaders of the ChatGPT maker are pushing for a hands-off approach to AI...","blurb":"Rivals duking it out for AI supremacy is the story of the tech world. But its increasingly becoming a key narrative in American politics too. Instead of posturing for space on your phone's homescreen, OpenAI and Anthropic are squaring up for the US midterm elections, wielding their capital to...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59374775,"state":"published","settings":{"hideBlogDate":null},"title":"McDonald\u2019s earnings beat estimates as chain\u2019s value push pays off","icon":{"type":"Blog.BackgroundImage","id":"f_e069e56d-6b1c-45ac-ad20-54474f3ef672","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/755096_736449","storage":"s","format":"png","h":845,"w":1508,"s":2116564,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_e069e56d-6b1c-45ac-ad20-54474f3ef672","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/755096_736449","storage":"s","format":"png","h":845,"w":1508,"s":2116564,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-12T00:50:26.345-08:00","updatedAt":"2026-02-12T00:50:26.363-08:00","createdAt":"2026-02-12T00:48:19.902-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/mcdonald-s-earnings-beat-estimates-as-chain-s-value-push-pays-off","relativeUrl":"\/blog\/mcdonald-s-earnings-beat-estimates-as-chain-s-value-push-pays-off","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nKey Points\\n McDonald's reported quarterly earnings and revenue that topped analysts' expectations as its value push wins back customers.Buzzy promotions \u2014 like its Grinch Meal and Monopoly promotion \u2014 have helped the burger chain win over consumers.The fast-food giant, often viewed as a bellwether of consumer spending, has been warning for more than a year that low-income consumers are spending less.\\n \\n \\n \\nMcDonald\u2019s on Wednesday reported quarterly earnings and revenue that topped analysts\u2019 expectations as its value push wins back customers.\\n \\n \\n \\n\u201cBy listening to customers and taking action, we have improved traffic and strengthened our value \u0026 affordability scores,\u201d CEO Chris Kempczinski said in a statement.\\n \\n \\n \\nHere\u2019s what the company reported compared with what Wall Street was expecting, based on a survey of analysts by LSEG:\\n \\n \\n \\nEarnings per share: $3.12 adjusted vs. $3.05 expected\\n \\nRevenue: $7 billion vs. $6.84 billion expected\\n \\nThe fast-food giant...","blurb":"Key Points McDonald's reported quarterly earnings and revenue that topped analysts' expectations as its value push wins back customers.Buzzy promotions \u2014 like its Grinch Meal and Monopoly promotion \u2014 have helped the burger chain win over consumers.The fast-food giant, often viewed as a bellwether...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59273025,"state":"published","settings":{"hideBlogDate":null},"title":"Microsoft's Stock Is Cheaper Than IBM's for the First Time in a Decade. What That Says About the AI Trade.","icon":{"type":"Blog.BackgroundImage","id":"f_7a7cd1e6-076f-48d4-b4d6-741f10e724ec","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/823716_452621","storage":"s","format":"png","h":753,"w":1505,"s":1038793,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_7a7cd1e6-076f-48d4-b4d6-741f10e724ec","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/823716_452621","storage":"s","format":"png","h":753,"w":1505,"s":1038793,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-10T05:19:04.807-08:00","updatedAt":"2026-02-10T05:19:04.822-08:00","createdAt":"2026-02-10T05:18:20.001-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/microsoft-s-stock-is-cheaper-than-ibm-s-for-the-first-time-in-a-decade-what","relativeUrl":"\/blog\/microsoft-s-stock-is-cheaper-than-ibm-s-for-the-first-time-in-a-decade-what","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nAs the market digests Big Tech's ambitious artificial-intelligence spending plans for 2026, the relative cheapness of Microsoft's stock underscores a new dichotomy in technology investing.\\n \\n \\n \\n$Microsoft (MSFT.US)$ is now cheaper than $IBM Corp (IBM.US)

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s, with the two trading at 23.0x and 23.7x forward earnings, respectively. Microsoft has been trading at a lower multiple than IBM since Jan. 29. Before this recent shift, the last time this had occurred was July 25, 2013, according to Dow Jones Market Data.\\n \\n \\n \\nThe inversion, first flagged by the X account of Fiscal.ai, points to a change in how investors are viewing Microsoft and the other tech companies that are shelling out billions to build AI infrastructure.\\n \\n \\n \\nMicrosoft, along with fellow hyperscalers $Alphabet-C (GOOG.US)$, $Meta Platforms (META.US)$ and $Amazon (AMZN.US)$, are expected to spend a combined $650 billion on capital expenditures in 2026 - a 60% increase from the amount they doled out in...","blurb":"As the market digests Big Tech's ambitious artificial-intelligence spending plans for 2026, the relative cheapness of Microsoft's stock underscores a new dichotomy in technology investing. $Microsoft (MSFT.US)$ is now cheaper than $IBM Corp (IBM.US)

  • Stay Informed. Stay Ahead.

    Discover the latest news and updates about Keynes Securities.

  • News & Insights

    Microsoft CEO Satya Nadella says Bill Gates told him his big bet on OpenAI would be a flop: ‘Yeah, you’re going to burn this billion dollars’
    2026年2月22日
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s, with the two trading at 23.0x and 23.7x...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59221170,"state":"published","settings":{"hideBlogDate":null},"title":"STMicro shares boom on multiyear, multibillion-dollar deal with Amazon Web Services","icon":{"type":"Blog.BackgroundImage","id":"f_4544d1b7-bca4-433d-8a97-a7832dda8b42","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/850966_309610","storage":"s","format":"png","h":746,"w":1505,"s":1613374,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_4544d1b7-bca4-433d-8a97-a7832dda8b42","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/850966_309610","storage":"s","format":"png","h":746,"w":1505,"s":1613374,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-09T06:23:58.684-08:00","updatedAt":"2026-02-09T06:23:58.712-08:00","createdAt":"2026-02-09T06:23:07.637-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/stmicro-shares-boom-on-multiyear-multibillion-dollar-deal-with-amazon-web","relativeUrl":"\/blog\/stmicro-shares-boom-on-multiyear-multibillion-dollar-deal-with-amazon-web","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nSTMicroelectronics, the French-Italian semiconductor manufacturer, on Monday announced a multiyear, multibillion-dollar contract with Amazon Web Services to supply advanced chips used in AWS compute and its data-center infrastructure.\\n \\n \\n \\nAs part of the partnership, AWS was issued warrants allowing it to buy up to 24.8 million of STMicro\u2019s shares in various stages over the next seven years. If the warrants are exercised, those 24.8 million shares would translate into a 2.7% stake in STMicro, with the initial price set at $28.38, around a 4% discount to Friday\u2019s closing price.\\n \\n \\n \\nShares in STMicro surged as much as 8% on European exchanges, while its U.S.-listed stock was up around 6.5% in premarket trading. Having declined by 9% so far in 2026, Amazon shares were flat before the official market open.\\n \\n \\n \\nAfter releasing fourth-quarter earnings last week, Amazon announced ambitious capital-expenditure plans for 2026, guiding investors to $200 billion of spending....","blurb":"STMicroelectronics, the French-Italian semiconductor manufacturer, on Monday announced a multiyear, multibillion-dollar contract with Amazon Web Services to supply advanced chips used in AWS compute and its data-center infrastructure. As part of the partnership, AWS was issued warrants allowing...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59163102,"state":"published","settings":{"hideBlogDate":null},"title":"Tech\u2019s AI Push Risks a Bond Market Blowback: Credit Weekly","icon":{"type":"Blog.BackgroundImage","id":"f_c32d58de-53d9-4b36-afed-06f46ee58ad3","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/92857_35144","storage":"s","format":"png","h":611,"w":1028,"s":1083876,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_c32d58de-53d9-4b36-afed-06f46ee58ad3","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/92857_35144","storage":"s","format":"png","h":611,"w":1028,"s":1083876,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-08T04:54:32.918-08:00","updatedAt":"2026-02-08T04:54:32.946-08:00","createdAt":"2026-02-08T04:53:37.759-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/tech-s-ai-push-risks-a-bond-market-blowback-credit-weekly","relativeUrl":"\/blog\/tech-s-ai-push-risks-a-bond-market-blowback-credit-weekly","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nThe biggest tech companies are gearing up to spend even more on artificial intelligence than investors had anticipated, and money managers increasingly fear that whatever happens, credit markets will get hit.\\n \\n \\n \\nMicrosoft Corp., Oracle Corp. and other \u201chyperscalers\u201d are in an arms race to invest in AI and beat competitors in a technology that could change vast parts of the economy. Google parent Alphabet Inc. said it\u2019s poised to spend as much as $185 billion on data centers this year, more than it has invested in the past three years combined. Amazon.com Inc. promised an even bigger outlay: $200 billion.\\n \\n \\n \\nA chunk of those investments will come from the high-grade corporate bond market, potentially resulting in more debt sales this year than investors had expected. But the more tech companies borrow, the greater the potential pressure on bond valuations. The securities are already expensive by historical standards, trading at close to their tightest spreads since...","blurb":"The biggest tech companies are gearing up to spend even more on artificial intelligence than investors had anticipated, and money managers increasingly fear that whatever happens, credit markets will get hit. Microsoft Corp., Oracle Corp. and other \u201chyperscalers\u201d are in an arms race to invest...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59162691,"state":"published","settings":{"hideBlogDate":null},"title":"Wall Street\u2019s wild week rattles investors\u2019 confidence while highlighting a growing divide within markets","icon":{"type":"Blog.BackgroundImage","id":"f_4c127230-64f9-4474-8cee-b4cb935a5d56","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/262533_492002","storage":"s","format":"png","h":751,"w":1511,"s":2159093,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_4c127230-64f9-4474-8cee-b4cb935a5d56","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/262533_492002","storage":"s","format":"png","h":751,"w":1511,"s":2159093,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-08T04:41:00.028-08:00","updatedAt":"2026-02-08T04:41:00.054-08:00","createdAt":"2026-02-08T04:40:15.902-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/wall-street-s-wild-week-rattles-investors-confidence-while-highlighting-a","relativeUrl":"\/blog\/wall-street-s-wild-week-rattles-investors-confidence-while-highlighting-a","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nWall Street lived a tale of two markets this week.\\n \\n \\n \\nOnce-popular momentum trades that showered investors with outsize rewards last year finally hit the skids. Wednesday was the worst single-day showing for popular momentum stocks since 2022, based on the performance of Goldman Sachs\u2019s U.S. High-Beta Momentum Index \u2014 although the index rallied back to finish the week essentially unchanged.\\n \\n \\n \\nMeanwhile, boring yet steady value plays quietly stacked wins, with the value-heavy Dow Jones Industrial Average topping 50,000 pointsw for the first time ever. A fund that tracks the equal-weighted version of the S\u0026P 500 index finished the week at a fresh record high, outperforming its capitalization-weighted sibling by the widest weekly margin since 2020, FactSet data showed.\\n \\n \\n \\n\u201cIt seems like there are two different markets right now,\u201d said Mark Hackett, chief market strategist at Nationwide, during an interview with MarketWatch. \u201cThere are the ones that are levered...","blurb":"Wall Street lived a tale of two markets this week. Once-popular momentum trades that showered investors with outsize rewards last year finally hit the skids. Wednesday was the worst single-day showing for popular momentum stocks since 2022, based on the performance of Goldman Sachs\u2019s U.S....","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59057473,"state":"published","settings":{"hideBlogDate":null},"title":"U.S.-China power struggle thrusts Panama Canal back into the spotlight","icon":{"type":"Blog.BackgroundImage","id":"f_6cc9847c-12ff-46c5-a124-e50fa6cffab4","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/759624_983029","storage":"s","format":"png","h":518,"w":922,"s":684899,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_6cc9847c-12ff-46c5-a124-e50fa6cffab4","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/759624_983029","storage":"s","format":"png","h":518,"w":922,"s":684899,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-06T02:01:54.578-08:00","updatedAt":"2026-02-06T02:01:54.604-08:00","createdAt":"2026-02-06T02:00:37.962-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/u-s-china-power-struggle-thrusts-panama-canal-back-into-the-spotlight","relativeUrl":"\/blog\/u-s-china-power-struggle-thrusts-panama-canal-back-into-the-spotlight","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nKey Points\\n The Panama Canal, a global trade artery that connects the Atlantic and Pacific Oceans, has reemerged as a geopolitical flashpoint in recent days.It follows a contentious decision from the Central American country\u2019s top court to rule against a Hong Kong-backed firm\u2019s right to operate two key terminals on the waterway.The outcome was seen as a major victory for the U.S., which is seeking to oust rival powers from the Western Hemisphere. \\n \\n \\n \\nA simmering dispute over two container ports at either end of the Panama Canal risks becoming a geopolitical flashpoint between the world\u2019s two largest economies: the U.S. and China.\\n \\n \\n \\nIt follows a contentious decision from Panama\u2019s top court voiding a license of a subsidiary of Hong Kong-based CK Hutchison for operating two key terminals on the waterway, through which some 40% of all U.S. container traffic transits every year.\\n \\n \\n \\nThe ruling was seen as a major victory for the U.S., given that the White House...","blurb":"Key Points The Panama Canal, a global trade artery that connects the Atlantic and Pacific Oceans, has reemerged as a geopolitical flashpoint in recent days.It follows a contentious decision from the Central American country\u2019s top court to rule against a Hong Kong-backed firm\u2019s right to operate...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59057202,"state":"published","settings":{"hideBlogDate":null},"title":"Novo Nordisk stock climbs out of hole on FDA chief\u2019s threat to block Hims and Hers pill","icon":{"type":"Blog.BackgroundImage","id":"f_42bb50f7-60d7-4911-8f3c-2bef77621c23","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/853189_706863","storage":"s","format":"png","h":518,"w":772,"s":606514,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_42bb50f7-60d7-4911-8f3c-2bef77621c23","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/853189_706863","storage":"s","format":"png","h":518,"w":772,"s":606514,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-06T01:52:52.156-08:00","updatedAt":"2026-02-06T01:52:52.176-08:00","createdAt":"2026-02-06T01:51:56.555-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/novo-nordisk-stock-climbs-out-of-hole-on-fda-chief-s-threat-to-block-hims-and","relativeUrl":"\/blog\/novo-nordisk-stock-climbs-out-of-hole-on-fda-chief-s-threat-to-block-hims-and","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nNovo Nordisk shares rallied on Friday in what\u2019s still been a painful week as the Food and Drug Administration may weigh in on the side of the Danish drugmaker in its dispute over a copycat drug.\\n \\n \\n \\nNovo Nordisk stock NOVO.B NVO gained 5%, but is still down 21% this week on concerns over profitability, after the head of the FDA suggested the agency might not let Hims and Hers sell the cheaper, compounded version of the new Wegovy pill that it announced on Thursday.\\n \\n \\n \\n\u201cFDA will take swift action against companies mass-marketing illegal copycat drugs, claiming they are similar to FDA-approved products,\u201d said the commissioner, Dr. Marty Makary, on social media. \u201cThe FDA cannot verify the quality, safety, or effectiveness of non-approved drugs.\u201d He didn\u2019t specifically mention the Hims and Hers pill.\\n \\n \\n \\nHims and Hers HIMS meanwhile fell 11% in premarket trade and has seen its gains from the announcement of a $49 obesity drug pill more than erased. Novo Nordisk...","blurb":"Novo Nordisk shares rallied on Friday in what\u2019s still been a painful week as the Food and Drug Administration may weigh in on the side of the Danish drugmaker in its dispute over a copycat drug. Novo Nordisk stock NOVO.B NVO gained 5%, but is still down 21% this week on concerns over...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":59003278,"state":"published","settings":{"hideBlogDate":null},"title":"Bitcoin sinks after Treasury Secretary Bessent says US government can't tell banks to bail out crypto","icon":{"type":"Blog.BackgroundImage","id":"f_39279d8b-ece2-45ce-9a3f-88c260b10ab9","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/746240_320346","storage":"s","format":"png","h":997,"w":1497,"s":2046090,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_39279d8b-ece2-45ce-9a3f-88c260b10ab9","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/746240_320346","storage":"s","format":"png","h":997,"w":1497,"s":2046090,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-05T02:15:03.102-08:00","updatedAt":"2026-02-05T02:15:03.124-08:00","createdAt":"2026-02-05T02:13:43.948-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/bitcoin-sinks-after-treasury-secretary-bessent-says-us-government-can-t-tell","relativeUrl":"\/blog\/bitcoin-sinks-after-treasury-secretary-bessent-says-us-government-can-t-tell","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nBitcoin (BTC-USD) tumbled below $71,000 per token on Thursday after Treasury Secretary Scott Bessent suggested the US government would not bail out the cryptocurrency.\\n \\n \\n \\nIn a heated back-and-forth during a House Financial Services Committee on Wednesday, Bessent was asked if the US Treasury had the authority to buy bitcoin or other cryptos.\\n \\n \\n \\n\"I do not have the authority to do that, and as chair of FSOC, I do not have that authority,\" Bessent stated.\\n \\n \\n \\nBessent's comments pushed bitcoin spiraling lower on Wednesday, extending a slump from earlier in that session. But the leading cryptocurrency was paring losses on Thursday after it approached the key $70,000 level.\\n \\n \\n \\nThe decline was also fueled by the broader selling pressure in markets and a warning from notable investor Michael Burry that a sustained decline in bitcoin's price could \"set in motion a death spiral leading to massive value destruction.\"\\n \\n \\n \\n\"Bitcoin has been exposed as a purely...","blurb":"Bitcoin (BTC-USD) tumbled below $71,000 per token on Thursday after Treasury Secretary Scott Bessent suggested the US government would not bail out the cryptocurrency. In a heated back-and-forth during a House Financial Services Committee on Wednesday, Bessent was asked if the US Treasury had...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":58953837,"state":"published","settings":{"hideBlogDate":null},"title":"Eli Lilly blows past quarterly estimates, posts strong outlook as Zepbound and Mounjaro sales soar","icon":{"type":"Blog.BackgroundImage","id":"f_699c0ccd-cb8b-457c-8c78-534abb4fc601","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/173864_377974","storage":"s","format":"png","h":843,"w":1507,"s":1122299,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_699c0ccd-cb8b-457c-8c78-534abb4fc601","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/173864_377974","storage":"s","format":"png","h":843,"w":1507,"s":1122299,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-04T04:57:58.296-08:00","updatedAt":"2026-02-04T04:57:58.318-08:00","createdAt":"2026-02-04T04:56:07.534-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/eli-lilly-blows-past-quarterly-estimates-posts-strong-outlook-as-zepbound","relativeUrl":"\/blog\/eli-lilly-blows-past-quarterly-estimates-posts-strong-outlook-as-zepbound","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nKey Points\\n Eli Lilly posted fourth-quarter earnings and revenue and 2026 guidance that blew past estimates, as demand for its blockbuster weight loss drug Zepbound and diabetes treatment Mounjaro soars.Lilly is working to maintain its dominance in the booming market for those drugs, called GLP-1s, as Novo sees an explosive U.S. launch for its new Wegovy pill for obesity.\\n \\n \\n \\nEli Lilly\\n \\n on Wednesday posted fourth-quarter earnings and revenue and 2026 guidance that blew past estimates, as demand for its blockbuster weight loss drug Zepbound and diabetes treatment Mounjaro soars.\\n \\n \\n \\nThe pharmaceutical giant anticipates its 2026 revenue will come in between $80 billion and $83 billion. Analysts expected revenue of $77.62 billion, according to LSEG.\\n \\n \\n \\nLilly also expected adjusted earnings to be between $33.50 and $35 per share for the year. That compares with analysts\u2019 estimate of $33.23 per share, according to LSEG.\\n \\n \\n \\nThe strong outlook comes days...","blurb":"Key Points Eli Lilly posted fourth-quarter earnings and revenue and 2026 guidance that blew past estimates, as demand for its blockbuster weight loss drug Zepbound and diabetes treatment Mounjaro soars.Lilly is working to maintain its dominance in the booming market for those drugs, called...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":58899073,"state":"published","settings":{"hideBlogDate":null},"title":"Palantir Stock Pops On Q4 Earnings Beat, Strong 2026 Outlook","icon":{"type":"Blog.BackgroundImage","id":"f_13c95960-d398-45c6-a541-c47f7e86a947","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/102413_712437","storage":"s","format":"png","h":752,"w":1508,"s":2031120,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_13c95960-d398-45c6-a541-c47f7e86a947","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/102413_712437","storage":"s","format":"png","h":752,"w":1508,"s":2031120,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-03T06:48:56.990-08:00","updatedAt":"2026-02-03T06:48:57.012-08:00","createdAt":"2026-02-03T06:46:52.686-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/palantir-stock-pops-on-q4-earnings-beat-strong-2026-outlook","relativeUrl":"\/blog\/palantir-stock-pops-on-q4-earnings-beat-strong-2026-outlook","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nPalantir Technologies (PLTR) reported December-quarter earnings and revenue that topped Wall Street estimates amid strength in its U.S. government and commercial businesses. Palantir stock popped amid 2026 revenue and free cash flow guidance that came in well above expectations, driven by artificial intelligence products.\\n \\n \\n \\nAt Citi, analyst Tyler Radke said in a report: \"Q4 was another extraordinary print with strong top\/bottom line beats. With initial 2026 guidance well surpassing consensus expectations, Palantir's momentum increasingly stands out in a software market where accelerating growth stories are rare. The beat was once again highlighted by AI-driven transformation\/demand from both commercial and government customers (particularly in the U.S).\"\\n \\n \\n \\nReported after the market close on Monday, Palantir earnings for the fourth quarter were 25 cents per share on an adjusted basis, up 78% from a year earlier. Revenue climbed 70% to $1.407 billion, the maker of...","blurb":"Palantir Technologies (PLTR) reported December-quarter earnings and revenue that topped Wall Street estimates amid strength in its U.S. government and commercial businesses. Palantir stock popped amid 2026 revenue and free cash flow guidance that came in well above expectations, driven by...","pendingCommentsCount":0,"approvedCommentsCount":0},{"id":58836579,"state":"published","settings":{"hideBlogDate":null},"title":"Eldorado Buys Foran To Build Global Gold-Copper Giant","icon":{"type":"Blog.BackgroundImage","id":"f_f2b2b493-54ce-445a-8ee4-b70ab63ae6a7","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/877186_974542","storage":"s","format":"png","h":697,"w":1245,"s":1065930,"useImage":true,"focus":null},"headerImage":{"type":"Blog.BackgroundImage","id":"f_f2b2b493-54ce-445a-8ee4-b70ab63ae6a7","defaultValue":false,"url":"!","textColor":"overlay","sizing":"cover","userClassName":null,"videoHtml":"","storageKey":"23053922\/877186_974542","storage":"s","format":"png","h":697,"w":1245,"s":1065930,"useImage":true,"focus":null},"firstContentImage":null,"publishedAt":"2026-02-02T05:25:07.174-08:00","updatedAt":"2026-02-02T05:25:07.191-08:00","createdAt":"2026-02-02T05:21:40.954-08:00","publicUrl":"https:\/\/www.keynessecurities.com\/blog\/eldorado-buys-foran-to-build-global-gold-copper-giant","relativeUrl":"\/blog\/eldorado-buys-foran-to-build-global-gold-copper-giant","pinned":false,"allTagsList":["news"],"postedToWechat":false,"longBlurb":"\\nEldorado Gold Corporation (NYSE:EGO) announced on Monday that the company has agreed to acquire Foran Mining Corporation in a deal valued at about 3.8 billion Canadian dollars (roughly $2.8 billion).\\n \\n \\n \\nAs per the deal, Eldorado will acquire all outstanding Foran common shares, except those already held by Eldorado or its affiliates, through a court-approved plan of arrangement.\\n \\nForan shareholders will receive 0.1128 Eldorado common shares plus one cent in cash per Foran share. This represents an 8% premium to the 20-day volume-weighted average price of Foran shares.\\n \\nPost closure, Eldorado shareholders will own about 76% of the combined company, with Foran shareholders holding the remaining 24%.\\n \\nThe transaction is expected to close in the second quarter of 2026.\\n \\n \\n \\nCombined Company\\n \\nThe combined portfolio is expected to have a balanced exposure to gold and copper (~77% gold, ~15% copper, ~8% other metals) across Canada, Greece, and T\u00fcrkiye.\\n \\n \\n...","blurb":"Eldorado Gold Corporation (NYSE:EGO) announced on Monday that the company has agreed to acquire Foran Mining Corporation in a deal valued at about 3.8 billion Canadian dollars (roughly $2.8 billion). As per the deal, Eldorado will acquire all outstanding Foran common shares, except those...","pendingCommentsCount":0,"approvedCommentsCount":0}],"wechatMpAccountId":null,"pagination":{"blogPosts":{"currentPage":1,"previousPage":null,"nextPage":2,"perPage":20,"totalPages":6,"totalCount":113}}}}},"ecommerceProductOrderList":{},"ecommerceCategoryCollection":{"data":{"categories":[]}},"portfolioCategoryCollection":{"data":{"categories":[]}},"blogCategoryCollection":{},"eventTypeCategoryCollection":null};$S.blink={"page":{"logo_url":"https:\/\/custom-images.strikinglycdn.com\/res\/hrscywv4p\/image\/upload\/c_limit,fl_lossy,h_630,w_1200,f_auto,q_auto\/20445144\/81966_282198.jpeg","weitie_url":"http:\/\/humorous-zebra-p76zz0.weitie.co","description":"Keynes Securities provides institutional investors with direct, secure, and transparent access to U.S. equity markets. Our platform combines advanced trading technology, professional-grade custody solutions, and personalized support to empower clients to make informed investment decisions and seize global opportunities.","name":"KeynesSecurities"},"conf":{"WECHAT_APP_ID":"wxd009fb01de1ec8b5"}}; //]]>

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