Real-time News

February 4th - In response to rumors that Elon Musk's SpaceX team recently visited several Chinese photovoltaic companies, a representative from GCL Group stated that evening that Musk's team visited GCL Group today and learned about GCL's granular silicon and perovskite business layout in the United States.

Silicon Laboratories shares rose 33.7% in pre-market trading after reports that Texas Instruments (TXN.O) was in advanced talks to acquire the company for approximately $7 billion. Texas Instruments (TXN.O) shares fell 3.2%.

February 4th - Sergei Koletsky, Chairman of the Board of Directors of Ukraine's state-owned oil and gas company Naftogaz, announced on February 4th that the first shipment of liquefied natural gas (LNG) from the United States for 2026 has arrived in Ukraine. Koletsky stated that nearly 100 million cubic meters of gas arrived at the LNG receiving terminal in Poland at the end of January and has been injected into the Ukrainian gas transmission system. He indicated that Ukraine plans to import up to 1 billion cubic meters of LNG from the United States throughout 2026. The next shipment of US LNG has been contracted and is scheduled for delivery between February and March.

Novo Nordisk (NVO.N) CEO: The widespread adoption of Wegovy oral tablets fully justifies the price reduction.

Novo Nordisk (NVO.N) CEO: We do not believe that the pricing strategy for Wegovy oral tablets is a gamble. We believe we have a responsibility to make our medicines available to everyone who needs them.

BlackRock CEO Fink: I don't believe we're in an AI bubble.

BlackRock CEO Fink: Views artificial intelligence as a huge opportunity.

February 4th - The pound rose to its strongest level in five months against the euro ahead of the Bank of England's interest rate decision on Thursday. The market widely expects the Bank of England to keep interest rates unchanged. Lee Hardman of Mitsubishi UFJ Financial Group stated in a report that recent data showing a strengthening UK economy has prompted market participants to postpone their expectations for the next rate cut. "In the absence of immediate triggers for further rate cuts, the Bank of England is likely to remain cautious about further rate cuts at the beginning of this year."

On February 4th, Innovent Biologics announced that in 2025, the company achieved total product revenue of approximately RMB 11.9 billion, maintaining a strong growth momentum of approximately 45% year-on-year. In the fourth quarter of 2025, the company achieved total product revenue of approximately RMB 3.3 billion, representing a year-on-year increase of over 60%.

February 4th - Holger Schmieding of Berenberg Bank stated in a report that the European Central Bank (ECB) may raise key interest rates starting in mid-2027, with economic growth this year expected to be slightly above the long-term trend of 1.2%. Following projected growth of 1.3% this year, Eurozone economic growth is expected to accelerate to a cyclical peak of 1.5% in 2027, primarily driven by the gradual effects of German fiscal stimulus measures. This will boost German business and consumer confidence and, to a lesser extent, benefit some of its neighboring countries. Against this backdrop, the ECB could raise key interest rates to a neutral level of approximately 3% by early 2028, allowing economic growth to fall back to near its trend rate in 2028.

February 4th - On Wednesday, software stocks and other sectors considered potentially vulnerable to the impact of advancements in artificial intelligence continued their sell-off with no signs of abating. JPMorgan Chase stated that investor pessimism is intensifying. JPMorgan analyst Toby Ogg said, "We are no longer in an environment of 'presumption of guilt, awaiting proof of innocence,' but rather of being convicted before trial." Ogg, after meeting with more than 50 investors in Europe and the US over two weeks, said they have significantly reduced their holdings of software stocks over the past 12 to 18 months. In a client report, he stated that even after the recent pullback, "overall, the willingness to buy remains low."

Kremlin: There have been no new developments on the oil issues between India and Russia.

Kremlin: Russia’s military operations in Ukraine will continue until Kyiv makes certain decisions.

Kremlin: (When asked about India's plans to diversify its oil supply) acknowledges that Russia is not the only supplier.

Kremlin: Russia and France maintain working-level contact, but there is no confirmation of plans for high-level contact at this time.

February 4th - Data shows that Eurozone inflation fell last month, with Wednesday's figures indicating a period of weak inflation. Most economists expect this situation to persist for at least a year, prompting the European Central Bank (ECB) to hold rates steady. Eurozone inflation fell to 1.7% in January, the lowest level since September 2024, mainly dragged down by lower energy prices. However, core inflation, excluding volatile items such as energy, food, alcohol, and tobacco, unexpectedly fell slightly to 2.2% from 2.3% in December, as service sector prices continued to slow. Overall, these figures are unlikely to prompt immediate action from the ECB. The market widely expects the ECB to keep interest rates unchanged on Thursday and remain on hold for the remainder of the year. Eurozone inflation has hovered around 2% for at least a year. The recent strengthening of the euro against the dollar is partly due to uncertainty surrounding Trump's policies and market concerns about the Federal Reserve's independence, which has also sparked discussions about interest rate cuts.

Italy's preliminary CPI monthly rate for January was 0.4%, in line with expectations and down from 0.20% previously.

Italy's preliminary January CPI annual rate was 1%, in line with expectations and down from 1.20% previously.

Italy's harmonized CPI annual rate preliminary reading for January was 1%, below the expected 0.9% and the previous reading of 1.20%.