"They all came here to listen to education, solving the future, but no, I think it's all really important, always, to remember the victims and who are the victims in all this."

'Turnaround Tuesday'?: FundStrat's Lee Says "All The Pieces Are In Place For Crypto To Be Bottoming" Bitcoin remains under pressure this morning , stalling after a brief rebound from a 10-month low as trader caution persisted in options activity. Trading was mostly flat, with the biggest cryptocurrency hovering below $78,500 a day after bearish sentiment nearly pushed it to the lowest level since President Trump returned to the White House just over a year ago. The Bear Traps Report's Larry McDonald laid out the following as some of the reasons for the relentless decline in Bitcoin? We know that Oct 10 (Billions $$ lost overnight in crypto) was a pivotal moment when some glitches Binance triggered a sell-off , exacerbated by Trump's tariff tweet that day (100% on China) and MSCI reviewing DAT company eligibility (MSTR, etc.). Also during Q4, bitcoin suffered from market makers deleveraging, the government shutdown, and the liquidity drain (overnight funding stress), which forced the Fed to restart QE in Dec. Late in Q4 Mt Gox started to sell again . They still have about 40K bitcoin that they periodically sell, but anytime they show up, it weighs on bitcoin. The cold spell in mid-January forced a lot of bitcoin miners offline to preserve electricity. This led to a drop in the hash rate, which also put pressure on prices. Also in January, it became clear that the CLARITY Act (pro bitcoin) was going to be delayed because Trump wants to prioritize housing affordability first. So all the pumpers trying to front-run legislation just got carted off the field . Simultaneously, bank excess reserves started to bleed lower again as Bessent filled up the TGA to prepare for big tax refunds in Q1 and the Fed was slow to expand its balance sheet in January. More recently, the appointment of Warsh as Fed chair has triggered a plunge in precious metals on concerns of balance sheet contraction, and this selloff spilled over on bitcoin as well . However, amid all that, CoinTelegraph ...

格隆汇2月3日｜希腊雅典证交所综合指数收涨1.00%，报2370.13点，逼近2009年12月4日收盘位2383.62点、当年11月6日收盘位2701.42点、当年10月14日收盘位2896.91点。

Image source: The Motley Fool. Friday, Aug. 1, 2025 at 10 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Richard A. Dierker Chief Financial Officer — Lee B. McChesney TAKEAWAYS Organic Sales Growth -- 0.1%, surpassing the prior outlook range of minus 2% to flat due to improved category consumption trends. -- 0.1%, surpassing the prior outlook range of minus 2% to flat due to improved category consumption trends. Adjusted EPS -- $0.94, exceeding management's outlook of $0.85 by $0.09, and up 1% year over year. -- $0.94, exceeding management's outlook of $0.85 by $0.09, and up 1% year over year. Adjusted Gross Margin -- 45.0%, a 40 basis point decrease year over year, with productivity and higher-margin mix adding 170 basis points, offset by negative 140 basis points from inflation and tariffs, 40 basis points from volume/price/mix, and 30 basis points from the ZICAM/Orajel recall. -- 45.0%, a 40 basis point decrease year over year, with productivity and higher-margin mix adding 170 basis points, offset by negative 140 basis points from inflation and tariffs, 40 basis points from volume/price/mix, and 30 basis points from the ZICAM/Orajel recall. U.S. Consumer Segment Organic Sales -- Declined 1%, with volume growth offset by negative price/mix and muted by retailer destocking (estimated 100 basis point drag in the quarter). -- Declined 1%, with volume growth offset by negative price/mix and muted by retailer destocking (estimated 100 basis point drag in the quarter). ARM & HAMMER Liquid Laundry Detergent -- Consumption increased 3.2%, above category growth of 1.3%; share reached 15%. -- Consumption increased 3.2%, above category growth of 1.3%; share reached 15%. THERABREATH Mouthwash -- Consumption grew 22.5% despite category decline; household penetration at 11% compared to 65% for the category; maintained #2 mouthwash position with 21% share. -- Consumption grew 22.5% despite category decline; household penetration at 11% compared to 65% for the category; mai...

PeopleImages/iStock via Getty Images Investment Thesis Lithia Motors, Inc. ( LAD ), the auto dealership aggregator, has changed its capital allocation over the past two years. It has reduced the proportion that goes to acquisitions and increased the proportion for shareholder rewards. With less emphasis on quick growth gained through acquisitions and more on dividends and share repurchases, it appears the company has adopted a more mature capital strategy. I still have confidence in the firm; I expect the share price to rise and rate it a Buy. About Lithia The firm calls itself, in its Q3-2025 earnings report , the “largest global automotive retailer,” one that sells both new and used cars as well as aftermarket products and services. It sells at both physical lots and online, the latter through Driveway. The following chart shows its growth in revenue and earnings over the past decade: LAD revenue and earnings chart (Seeking Alpha) Market cap has grown from about $2 billion in 2016 to about $8 billion this year, a fourfold increase in just 10 years. To generate that kind of growth, management has had to manage its capital allocation carefully and effectively. And that allocation has been shifting recently, as I will discuss, but first a look at its quarterly results. Latest Earnings Lithia’s Q3-2025 earnings report was released on October 22; it highlighted EPS of $9.50, which beat analyst estimates by $0.89, and revenue of $9.68 billion that was ahead of estimates by $183 million. On a year-over-year basis, Revenue was up 5% to $9.7 billion; Net income dropped by 1.1% to $219 million, while adjusted net income was $241 million, an increase of 9%; Adjusted diluted earnings per share increased 17% to $9.50. Also in the report, Lithia reported it had repurchased 5.1% of its shares outstanding at an average price of $312; the January 30, 2026, closing price was $323.44. Those buybacks hint at a transition underway within Lithia. Capital Allocation As the following cha...

It is another busy week for earnings as hundreds of companies are expected to report, including many S&P 500 companies. Two Magnificent 7 stocks are also going to report earnings this week: Amazon and Alphabet. But in addition to those two companies, there are others to watch. Technology, beauty, an apparel retailer, social media and finance. These are five must-see earnings charts to watch this week. They all have great earnings surprise records. One company has not missed in 5 years. Another has only missed once. And a third has only missed twice in those 5 years. Each of these companies is expected to grow earnings in the double and triple digits in 2026. Will they confirm the analysts’ expectations? 5 Must-See Earnings Charts for This Week 1. QUALCOMM Inc. (QCOM) has beat 10 quarters in a row. It has only missed on earnings one time in the last 5 years. That’s an impressive earnings surprise streak. QUALCOMM is an earnings all-star. Shares of Qualcomm are down 10.8% year-to-date. It’s cheap with a forward P/E of just 12.6. Will QUALCOMM beat again? 2. e.l.f. Beauty, Inc. (ELF) has surprised on earnings three quarters in a row. But it has only missed twice in the last 5 years so it’s an earnings all-star. ELF shares are up 13.3% year-to-date but are still in the red over the last year, down 13.8%. e.l.f. Beauty is trading with a forward P/E of 29.6. Tariffs have hit earnings but is the worst over for e.l.f. Beauty? 3. Ralph Lauren Corp. (RL)is an earnings all-star. It has a perfect 5-year earnings surprise record. That’s impressive. Shares of Ralph Lauren are up 42.8% over the last year. Earnings are expected to jump 25.6% in 2026. Will Ralph Lauren beat again? 4. Reddit, Inc. (RDDT) has not missed on earnings since it went public in 2024. That makes it an earnings all-star. Reddit is expected to grow earnings by 60.8% in 2026. Shares of Reddit have plunged in 2026, falling 22.9%. Is this a buying opportunity in Reddit? 5. Affirm Holdings, Inc. (AFRM) has beat on...

A dozen Palestinian returnees were allowed into Gaza from Egypt late on Monday night after the long-awaited reopening of the Rafah border crossing was marred by delays. Their arrival came hours after a small group of medical evacuees was ferried into Egypt. The reopening of the crossing is a key step in the Israel-Hamas ceasefire but mostly a symbolic one, with few people allowed to travel and no goods allowed to pass through Sick and wounded Palestinians enter Egypt after Israel reopens Rafah crossing Continue reading...

UBS Lowers Price Target for Palantir Technologies (PLTR) to $180 GuruFocus

Palantir Technologies (NASDAQ:PLTR - Get Free Report) had its price objective lowered by equities researchers at The Goldman Sachs Group from $188.00 to $182.00 in a research note issued on Tuesday,MarketScreener reports. The Goldman Sachs Group's price objective suggests a potential upside of 16.70% from the company's current price. Several other research firms also recently issued reports on PLTR. Citigroup reaffirmed a "buy" rating on shares of Palantir Technologies in a research note on Tuesday. CICC Research lifted their target price on Palantir Technologies from $128.00 to $150.00 and gave the stock a "neutral" rating in a research report on Wednesday, November 12th. Northland Securities raised Palantir Technologies from a "market perform" rating to an "outperform" rating and set a $190.00 price target for the company in a report on Tuesday. Loop Capital lowered their price objective on Palantir Technologies from $230.00 to $220.00 and set a "buy" rating for the company in a research note on Friday. Finally, Cantor Fitzgerald upped their target price on Palantir Technologies from $155.00 to $198.00 and gave the company a "neutral" rating in a research report on Tuesday, November 4th. Ten investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company's stock. According to MarketBeat, the stock has an average rating of "Hold" and a consensus price target of $190.45. Get Palantir Technologies alerts: Sign Up Get Our Latest Stock Analysis on PLTR Palantir Technologies Trading Up 5.6% Shares of NASDAQ PLTR traded up $8.20 during trading on Tuesday, reaching $155.96. The company had a trading volume of 38,383,724 shares, compared to its average volume of 40,447,809. The stock has a market capitalization of $371.72 billion, a PE ratio of 370.01, a price-to-earnings-growth ratio of 3.69 and a beta of 1.54. The stock has a 50-day moving average price of $175.84 and a two-hundred day movin...

U.S. gymnast Laurie Hernandez is going from the balance beam to Broadway. The Rio 2016 star, who helped Team USA to gold before taking an individual silver on the beam, will make her Broadway debut this March in & Juliet as part of the show’s ensemble in the featured dance role of Charmion, according to BroadwayWorld.com. Her run goes through 14 June. “I’ve always been such a Broadway fan, so to make my Broadway debut in & Juliet is a dream come true,” Hernandez said. “The show is so much fun to watch as an audience member, and I can’t wait to join this incredible cast and actually perform in the show each night.” Since Rio and after making a run at making the U.S. squad for the Tokyo 2020 Olympic Games, Hernandez has been studying at the Tisch School of the Arts at New York University in New York City.

She came under fire in Wales's parliament over her government's business rate strategy for bars, when she replied that the state could not be expected to "step in" and do the work of people not using hospitality businesses.

Disney Chairman James Gorman says Josh D’Amaro beat out over 100 other candidates to be named the next CEO. He'll take over for Bob Iger in March. Gorman speaks to Bloomberg's Ed Ludlow about the changes. (Source: Bloomberg)

食安中心公布，德國品牌Aptamil愛他美個別批次嬰幼兒奶粉產品，可能含蠟樣芽孢桿菌的耐熱毒素，呼籲市民不要食用。 食安中心指早前透過食物事故監測系統，得悉德國當局回收Aptamil個別批次產品。最新調查發現，相關進口商曾進口九箱，共54罐涉事產品。當中34罐已分銷，有關零售商已將涉事批次產品停售及下架，並展開回收。中心亦已將20罐餘貨封存。 食安中心已就事件，通知業界及相關部門，跟進調查工作仍然繼續。

格隆汇2月3日｜美国众议院议长约翰逊表示，众议院将于周二批准推进相关立法进程，以结束短暂的政府停摆状态。

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Let's take a look at what these Wall Street heavyweights have to say about Apple (AAPL) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. Apple currently has an average brokerage recommendation (ABR) of 1.95, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 43 brokerage firms. An ABR of 1.95 approximates between Strong Buy and Buy. Of the 43 recommendations that derive the current ABR, 22 are Strong Buy and three are Buy. Strong Buy and Buy respectively account for 51.2% and 7% of all recommendations. Brokerage Recommendation Trends for AAPL Check price target & stock forecast for Apple here>>> While the ABR calls for buying Apple, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential. Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations. In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement. Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record,...

Natalia Kopyltsova/iStock via Getty Images I wrote an article when Healthpeak ( DOC ) was trading at $18 a share, rating it a Buy. Well, that call hasn’t turned out to be as profitable as I would have liked. I continued to accumulate shares as it dipped and have a strong cost basis at around $17 a share. Healthpeak remains undervalued, however, it is not a high-quality, well-run REIT. The recent announcement that it is spinning off its senior housing assets, Healthpeak is set yet again to carry out a massive asset recycling plan. It is worth analyzing how well they allocate capital to determine if Healthpeak is a company still worth holding, and if the newly formed spinoff, Janus Living is worthy of consideration. The stock is still undervalued and has some room to run, as it reverts closer to its historical P/AFFO mean. While investors wait for a reprice of the stock, a 7% dividend yield that is well covered provides a floor. However, the company's new strategic pivot that is meant to unlock the “true value” of the company is a story that this management team has spun before. Given the valuation, and dividend yield, I rate the stock as a hold. Even though I still maintain a position, I will be unloading it as soon as the stock appreciates and reallocate those funds to higher quality positions. Janus Living: The Spinoff Healthpeak is contributing its entire portfolio of senior housing to Janus Living. Their current portfolio consists of 10,422 units spread across 34 communities. Janus Living is expected to launch its IPO in the first half of 2026. Healthpeak Properties Investor Presentation, "Healthpeak Announces the Formation of Janus Living," January 7, 2026. Janus Living will be an externally managed REIT paying Healthpeak an annual management fee of $10 million. Healthpeak CEO Scott Brinker will also lead Janus Living. A study published in the Journal of Real Estate Finance and Economics showed that externally managed REITs underperformed internally managed REIT...

A selloff in software-related liquid loans last Friday has pressured business development companies, but may play to the advantage of opportunistic private credit lenders, according to a Wells Fargo research note. “More problem credits were always inevitable in software as the investment category developed,” Wells Fargo analysts Finian O’Shea and Jordan Wathen wrote in a Feb. 2 industry update note. Following a slump in stock prices for many large software companies late last week, including Microsoft, Oracle and Salesforce, liquid loan prices followed suit with a selloff of their own. Software sector loans in particular ended January down 2.97%, the worst such showing since September 2022. In the secondary loan markets, public software credits have traded wider. In contrast, book values on private credit loans in BDC investment portfolios are roughly in line with where they had been, the analysts noted. This may be a silver lining for private credit lenders’ efforts to deploy capital to the sector, the analysts said. Private credit lenders have seen many borrower companies move to the syndicated loan market, where spreads are lower, especially in the past two years. “This bodes really well for direct lending to the extent [private equity] remains active in M&A and refis approach — especially where [direct lending] vehicles more clearly see opportunistic deal flow,” the analysts wrote, noting Blue Owl, Sixth Street and Golub, in particular. However, weakness in software equities is closely correlated to weakness in BDCs, Wells Fargo noted. Pressure from AI will likely accelerate the separation of borrowers into winners and losers, the analysts said, noting: “Think: more ‘keys’ handovers a la Pluralsight.” “A pricing reset (upward, as it plays out) might drive markdowns and lead to managers recognizing true strugglers,” the analysts wrote. Share prices of some publicly traded BDCs also declined last week, although the analysts attributed the bulk of the weakness to r...

You don't want to blow a big opportunity. There's a reason retirement savers are often quick to take advantage of accounts like IRAs and 401(k). These accounts offer different tax breaks, making it easier to set money aside for the future. But IRAs and 401(k)s aren't the only accounts that offer tax savings. Health savings accounts, or HSAs, are another tax-advantaged tool it pays to sign up for if you qualify. HSAs are accounts that help you save for healthcare costs. Eligibility hinges on being enrolled in a high-deductible health insurance plan, and the definition of that changes from year to year. What makes HSAs so valuable is that they offer three distinct benefits: Tax-free contributions. Tax-free investment gains. Tax-free withdrawals. But if you mishandle your HSA, you could end up losing out on one of those tax breaks in a very big way. Don't rush to tap your HSA The nice thing about HSAs is that they're extremely flexible. Once money hits your account, you can take withdrawals at any time to cover qualifying medical bills. At the same time, there's no expiration date on HSA funds. Unlike flexible spending accounts, you do not have to use up your plan balance by a certain deadline each year. In fact, HSA savers are actually encouraged to let their balances grow, since investment gains in these accounts are tax-free. So the longer your money goes untouched, the larger a sum it might grow into. For this reason, it's actually not a great idea to raid your HSA every time a medical bill comes up if you can afford to cover those costs another way. If you continuously dip into your HSA, you may not leave yourself with much money to invest. In fact, if you're able to, a good bet is to fund an HSA during your working years but save your entire balance for retirement. Healthcare is one of the biggest expenses retirees today face, so having a dedicated account to cover that cost later in life could alleviate a lot of stress. Plus, if you start funding an HSA in your ...

New York, Feb 3, 2026, 10:36 EST — Regular session MU shares fell roughly 4% in early trading, following a 5.5% gain on Monday SEC filing reveals an officer intends to offload 25,000 shares Traders weigh soaring AI-driven memory demand even as signs point to the run nearing exhaustion Micron Technology shares dropped Tuesday, slipping $19.46, or 4.4%, to $418.34 during morning trading. The stock had started the day higher but reversed course, fluctuating between $415.05 and $452.31. This matters because Micron is one of the clearest indicators in the market for whether AI data-center spending is still driving memory-chip prices up—or if that rally is already baked into the stock. This week, investors are on edge over crowded tech trades. Micron’s price swings have intensified, pushing quick traders to slash risk fast when momentum shifts. Micron jumped 5.5% Monday, lifted by a rally in AI-related chip stocks. SanDisk surged alongside Advanced Micro Devices, driving memory shares back into the spotlight for the market’s risk-on mood. (Reuters) Analyst buzz added fuel to the rally. Phillip Securities’ Yik Ban Chong kicked off coverage with a buy rating and set a $500 target. He pointed to strong demand for Micron’s high-bandwidth memory, noting it could start “chipping away” at SK Hynix’s share once HBM4 production ramps up past Q2. (HBM is a type of fast memory paired with AI chips.) (TipRanks) The broader bull case hinges on tight supply. IDC called it an “unprecedented memory chip shortage,” while analysts cited by Business Insider flagged AI data-center demand as outpacing supply. Companies like Western Digital and Seagate Technology are reaping the benefits. Tim Cook noted memory pricing is “increasing significantly” and said Apple is “in a supply chase mode” to lock down components. (Business Insider) Investors are keeping an eye on insider moves. On Feb. 2, Micron officer Sumit Sadana filed a Form 144 indicating plans to sell 25,000 shares valued around $10.7 m...

After having climbed roughly 7% to above $79,000 from its panickly weekend lows near the $74,000 mark, bitcoin BTC $ 78.937,14 is again giving ground during morning U.S. trade. Bitcoin was recently changing hands at $77,100, lower by 2% over the past 24 hours. Ether ETH $ 2.325,24 was faring worse, down to $2,260, or 4.7% lower. STORY CONTINUES BELOW Verpassen Sie keine weitere Geschichte. Abonnieren Sie noch heute den Crypto Daybook Americas Newsletter . Alle Newsletter ansehen Melden Sie mich an By signing up, you will receive emails about CoinDesk products and you agree to our terms & conditions and Datenschutzrichtlinie . The selloff is occurring as gold and silver are both posting strong gains in what appears to be a real rebound from their own panicky price action last Friday. Alongside, U.S. stocks — particularly, a sizable group of AI-related names — are declining. Nvidia (NVDA), Oracle (ORCL), Broadcom (AVGO), Micron (MU) and Microsoft (MSTR) are all lower by 3%-5%, leading the Nasdaq's 1% drop. The largest publicly traded bitcoin holder Strategy (MSTR) continues to make fresh lows and is down more than 2%. Coinbase (COIN) and Bullish (BLSH) are off similar amounts. Galaxy Digital (GLXY) shares are down more than 12% following disappointing fourth-quarter results. Stablecoin issuer Circle (CRCL) is down another 3.5%. Bitcoin miners turned AI infrastructure providers are posting gains, led by TeraWulf (WULF), which advanced 12% after acquiring two industrial sites in the U.S. that could more than double the firm's power capacity to 2.8 gigawatts. Cipher Mining (CIFR) shares are up 4% after announcing plans to raise $2 billion in the junk bond market to fund its Black Pearl data center in Texas, which will deliver 300 megawatts of capacity under a long-term lease with Amazon Web Services. Dead-cat bounce Options flows suggest traders are bracing for a short-lived bounce off of the weekend lows below the $75,000 level, according to Jake Ostrovskis, head of OTC...

00:00 Speaker A What do you make of this of this combination? What does it do for you as a shareholder fundamentally for the company? 00:10 Speaker B We have we happen to be a shareholder in both SpaceX and xAI. So, um, you know, I do think it's the right move long-term. Um, it it does cost a lot of money to uh build a data center in space, but uh because of the non-stop uh 24 hours energy from solar and uh the you could cool it, cool these data centers much more efficiently in space. 00:46 Speaker B So, about a three to four year period, you will get back that that that cost and at that point going forward, you're operating at a much more efficient uh cost basis than you would on land. 01:02 Speaker A I mean, so effectively here, is SpaceX in the short term a piggy bank for xAI to be spending all that money? 01:15 Speaker B Look, I think Elon was a little bit late to the game on on on the AI front. He's got a he's got a lot going on, obviously, we all as we all know. But if you look at like where Anthropic and where Chat GPT is, you know, they're chats obviously the biggest from a revenue standpoint, pushing 20 billion last year and Anthropic about half of that around 10 billion. XAI only probably did about 500 million in revenue. So, and was burning about a billion dollars a month. 01:52 Speaker B So, I think Musk was looking at that burn, wanted to reduce that burn and was looking a little bit longer term and said, look, I got a lot of catching up to do. Uh, if I can start building these data centers in space, and, you know, be one of the first ones to do this, you know, um, a few years from now when the coin flips, uh, you'll have a lot of data centers that'll be extremely efficient. And I think in 26 into 27, you'll see a big very big rev revenue ramp on XAI. So, I look, I think it's the right move by merging the companies. I think it makes a lot of sense. 02:35 Speaker A Um, the the whole data centers in space thing. I mean, the timelines are wildly divergent ...

IBM, Palantir among market cap stock movers on Tuesday Investing.com

格隆汇2月3日｜Adobe(ADBE.US)跌5.5%，报277.29美元，创2022年10月以来新低。消息面上，Adobe宣布，旗下2D动画软件Adobe Animate将于2026年3月1日停止销售。对于停止开发Animate的原因，Adobe解释称：“Animate是一款历史已经超过25年的产品，它在创建、培育和发展动画生态系统方面发挥了重要作用。随着技术的进步，新的平台和模式不断涌现，更好地满足了用户的需求。因此，我们计划停止对Animate的支持。”(格隆汇)

专题：聚焦美股2025年第四季度财报 受数据中心对其电力设备需求强劲的推动，Hubbell公司于周二公布第四季度利润实现同比增长。 Hubbell总部位于美国康涅狄格州谢尔顿市，主营布线、照明系统等产品。随着越来越多企业布局人工智能技术，全球数据中心建设热潮兴起，公司也借此迎来发展红利。 公司电力产品部门四季度销售额同比增长 14%，该部门主营产品应用于交通、数据中心及重工业市场。 财报显示，公司四季度调整后每股收益为 4.73 美元，上年同期为 4.13 美元；据伦敦证券交易所集团汇总的数据，分析师此前平均预期该数值为 4.70 美元。 截至 12 月 31 日的四季度，公司总营收达 14.9 亿美元，同比增长 11.9%。 这家电力设备制造商预计，全年调整后每股收益区间为 19.15 美元至 19.85 美元，而市场分析师的平均预期值为 19.82 美元。 责任编辑：郭明煜

Kirkikis For much of 2025, Federal Reserve officials likened the economic outlook to driving in the fog because the landscape involved so many uncertainties. Those included such things as tariffs and immigration restrictions, geopolitical tensions, the tax bill, deregulation, government spending cuts, the government shutdown, and the potential of artificial intelligence and how they would affect demand, Richmond Fed President Tom Barkin said on Tuesday. "But, as we move into 2026, it feels like the fog is starting to lift — or perhaps our eyes are just starting to adjust," he said in a speech to SC First Steps at the Pastides Alumni Center in South Carolina. "The road ahead is coming back into focus, and once again we are seeing an economy that remains remarkably resilient." That's not to say that uncertainty has vanished. "The impact of announced policy changes still remains uncertain," he said. "The policy mix itself is volatile, as we’ve seen over the last month with geopolitics and trade policy. Markets can be volatile too, as we’ve also seen recently. The pace and impact of new technologies like AI are still to be seen. Amid all this uncertainty, consumers are uneasy, with sentiment measures historically low." Many businesses now say demand is holding up fine, he added. And with that, firms aren't planning layoffs at scale. Furthermore, inflation hasn't surged as customers pushed back on higher prices. Moreover, increased productivity suggests businesses can absorb higher input costs without facing as much pressure to boost their prices. Barkin sees promising signs for the road ahead from tax refunds, reduced withholding, and lower gas prices, along with moderating interest rates. In addition, a bipartisan push on affordability "could be disinflationary in coming months." He notes that demand strength is focused on the AI ecosystem and those serving the wealthy, and the two can influence each other. Slowing in the AI sector could hurt business investment and th...

The opening quote to Farah Najib’s drama tells us that “living well and dying well is a community affair”. What are the implications for a community when a woman lies dead in her home for more than a year without being discovered? All the signs are there, from the slowly seeping stench in the hallway to the maggots emerging in the homes of her neighbours. Questions of responsibility and culpability, both individual and systemic, are raised in Najib’s play. Its central, sad scenario is not as far-fetched as it may sound: the deceased, Shirley, is fictional but the play takes inspiration from the real, lonely deaths of several women listed at the beginning of the script, including Sheila Seleoane who lay dead for more than two years before she was discovered. Three storytellers (Marcia Lecky, Sam Baker Jones and Safiyya Ingar) describe events leading up to Shirley’s discovery from the point of view of her neighbours – a single mother, a cleaner, a middle-aged widower and his grieving daughter among them. The drama underlines its artifice rather redundantly (we are actors, the actors tell us). But there is intimacy and richness in the stories they tell, with a deft creation of interior life even though the third-person narration should technically distance us. In a production directed by Jess Barton, a spotlight is used to create focus and stillness (lighting design by Peter Small), backstories are folded into the present and humour is entwined into a story of death and desolation. Caitlin Mawhinney’s set design, with the beauty of dried flowers overhead even as we are told about maggots and skeletal remains, delivers in irony. But there is a fuzziness in the play around bigger systemic failures that lack the forensic detail needed to devastate. The pushand pull between the human need to connect versus urban isolation is reminiscent of Alexander Zeldin’s Beyond Caring and Kae Tempest’s Let Them Eat Chaos, but the play does not tie together the personal and political ne...

周二 沃尔玛 （WMT）市值跨越1万亿美元门槛，其股价在数字业务增 长和 新客户获取的推动下实现惊人攀升。 达到这一里程碑后，这家美国最大的零售商和杂货商加入了一个几乎全部由科技公司组成的精英俱乐部。 沃尔玛股价在过去一年上涨超过24%，2026年迄今涨幅超过11%。这一表现分别超过了标普500指数同期近16%和2%的涨幅。 这家零售商跻身科技公司为主的群体，充分说明了其雄心。近年来，沃尔玛一直试图通过发力第三方市场平台和广告业务，使利润增速超过销售额增速——这两项业务的利润率均高于其传统的实体店业务。 其在线销售平台的蓬勃发展，遵循了主要竞争对手 亚马逊 的路径。上个月，沃尔玛在科技股 云集 的 纳斯达克 100指数上市，发出了迄今为止最明确的科技雄心信号。 责任编辑：张俊 SF065