Key News:
1. Iran and the United States hold the second round of nuclear talks in Geneva.
2. Bank of America's February fund manager survey: Artificial intelligence bubble is the primary tail risk; going long on gold is the most crowded trade; private lending is most likely to trigger credit events.
3. US banks may face mortgage capital requirements under the new Basel Accord rules.
4. ADP Weekly Employment Report: In the four weeks ending January 31, 2026, private sector employers added an average of 10,250 jobs per week.
Stock News:
1. Medtronic's Q3 revenue grew 8.7% year-over-year, but full-year guidance missed market expectations.
2. Danaher is about to acquire medical technology company Masimo for $10 billion.
3. General Mills (GIS.US) lowered its annual sales and profit forecasts.
4. Hesai Laser: Both of Unitree's humanoid robots are equipped with Hesai JT128 LiDAR.
5. Gurman: Apple's iPhone 18 Pro/Max "will not have major updates." 6. Apple revamps its video podcast feature, aligning with the industry's visualization trend.
7. Unilever and Google Cloud reach a five-year partnership, utilizing Google Cloud's advanced artificial intelligence, data, and platform.
8. Indian sources indicate that Nvidia (NVDA.O) is collaborating with several AI infrastructure/software companies.
9. Warner Bros. restarts negotiations after Paramount raises its offer.
