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Israeli Prime Minister Benjamin Netanyahu met with visiting US Middle East envoy Joachim Witkov. The talks reportedly lasted over three hours. A statement from the Israeli Prime Minister's Office said that Netanyahu told the US side during the meeting that "Iran has repeatedly proven itself to be untrustworthy and incapable of keeping any promises." Netanyahu also stated that the Palestinian Authority will not participate in the governance of the Gaza Strip in any way. Israel holds "uncompromising demands" for Hamas disarmament, the demilitarization of the Gaza Strip, and the completion of all war objectives. Netanyahu emphasized that reconstruction work in Gaza can only begin after all of these goals are achieved.

Apollo co-founder Josh Harris: Appointing Warsh as Fed chairman will eliminate market uncertainty.

Apollo co-founder Josh Harris: Warsh is a solid choice for Federal Reserve Chair.

Market news: The U.S. House of Representatives is not expected to vote on Thursday, February 5. The final vote of the week is expected to take place around 4 p.m. local time on Wednesday, February 4.

February 4th - According to foreign media reports, Netflix (NFLX.O) and Warner Bros. Discovery (WBD.O) will testify before a skeptical Senate committee on Tuesday to defend their $82.7 billion merger and refute allegations that it will harm competition in the streaming market. It is understood that rival bidder Paramount Skydance will not attend the hearing. This follows the company's chairman and CEO, David Ellison, declining an invitation to testify last week.

Nvidia CEO Jensen Huang: Nvidia (NVDA.O) will invest in OpenAI's next round of financing, and the company hopes to participate in OpenAI's future IPO.

Veris Analytics: Winter Storm Fern could cause up to $4 billion in losses to the property and auto insurance industry.

Veris Analytics: Early results from updated U.S. winter storm models suggest that insured losses could exceed $50 million in 14 states, from Texas to Massachusetts.

Nvidia CEO Jensen Huang: Nvidia's (NVDA.O) investment plan in OpenAI is progressing as planned.

Fitch: Canada Pension Plans (CPPPs) are expected to perform strongly in bond issuance in 2025; a good start to 2026 is anticipated.

Goldman Sachs: By late 2026, ore supply is expected to recover to around 300 million tons following supplemental approvals in Indonesia, resulting in a resurgence of a surplus of approximately 191,000 tons in the refined nickel market.

Goldman Sachs: Indonesia's ore supply is expected to decline by 11% year-on-year to 260 million tons in the first half of this year, which will tighten the refining market and support nickel prices to rise to $18,700 per ton in the second quarter of 2026.

Hang Seng Index futures closed down 0.85% at 26,590 points in overnight trading, a discount of 245 points.

On February 4th, Intel (INTC.O) CEO Chen Liwu stated that the memory chip shortage in the computer industry is likely to persist for at least two years. He said on Tuesday, "To my knowledge, there are currently no mitigation measures." Chen Liwu said he spoke with two key figures in the memory industry who told him, "There won't be any relief until 2028." The massive construction of artificial intelligence infrastructure has significantly increased the demand for memory chips, leading to a reduction in the supply of chips available for traditional computers and smartphones. This has resulted in chip shortages and price increases—which could dampen consumer willingness to purchase these products. Chen Liwu also pointed out that Nvidia, as a leading supplier of AI processors, will further drive up memory demand with its latest Rubin platform and next-generation products, as artificial intelligence will "consume a lot of memory."

Ukrainian President Zelensky: Ukraine is expected to make compromises, but Russia must also make compromises, mainly by stopping its "aggression".

Ukrainian President Zelensky: If the United States and Europe cannot stop Russia's attacks, who will believe that there is any power to guarantee that no new war will break out?

The U.S. Secretary of State and Secretary of Agriculture stated that, under the new water agreement, Mexico has committed to supplying the United States with at least 350,000 acre-feet of water annually.

February 4th - On February 3rd local time, US President Trump and Colombian President Petro held talks at the White House. The two sides discussed combating drug trafficking, economic cooperation, and the regional situation. The meeting lasted nearly two hours. It is understood that attendees also included US Vice President Vance, Secretary of State Rubio, Colombian Foreign Minister Villavicencio, Colombian Ambassador to the US Daniel García-Peña, and Colombian Defense Minister Pedro Sánchez. It is also understood that shortly before Petro's meeting with Trump, the Colombian government announced the extradition of a drug trafficker to the United States.