Commodities trader Mercuria Energy Group is exploring Venezuelan oil trades, according to people with knowledge of the matter, after the Trump administration eased some sanctions on the South American country. AB Commodities, which recently made hires to help lead an expansion into the US, is also applying to trade Venezuelan cargoes under a general license issued by the US Treasury Department last week, as well as a special license, a spokesperson said. The Treasury license will allow for a variety of activities that could expedite the movement of Venezuelan crude, including exporting, selling, storing and refining that oil. Before the license, anyone buying Venezuelan crude had to go through oil major Chevron Corp or traders Vitol Group and Trafigura Group . The traders were enlisted by the US to help sell as much as 50 million barrels of oil following the ouster of President Nicolas Maduro by US forces last month. A clutch of trading houses now want a piece of the action while refiners are pleading for direct oil access, with fewer middlemen translating to fewer fees and markups. The authorization is seen as a significant step to ease sanctions under the new US-backed leadership in Caracas, with the stated goal of reviving the country’s oil sector. A European refiner is also seeking to buy oil under the Treasury license, another person familiar said. Mercuria, which has a US office , is looking to take on barrels of crude, and also supply fuels to Venezuela, one of the people familiar said. The trader recently expanded bunker operations in the Bahamas and could use fuel oil there, the person said. Read More: Are Trump’s Big Plans for Venezuela’s Oil Realistic?: QuickTake Among the companies eligible to buy oil directly from state-owned oil company Petroleos de Venezuela SA are Spanish refiner Repsol SA , Italian Eni Spa and Reliance Industries Ltd. Companies that don’t have a US foothold, such as Swedish refiner Nynas AB and Tipco Asphalt PLC, from Thailand , are...

Looking at the universe of stocks we cover at Dividend Channel, in trading on Friday, shares of Kimco Realty Corp (Symbol: KIM) were yielding above the 5% mark based on its quarterly dividend (annualized to $0.92), with the stock changing hands as low as $18.36 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return. To illustrate, suppose for example you purchased shares of the S&P 500 ETF (SPY) back on 12/31/1999 — you would have paid $146.88 per share. Fast forward to 12/31/2012 and each share was worth $142.41 on that date, a decrease of $4.67/share over all those years. But now consider that you collected a whopping $25.98 per share in dividends over the same period, for a positive total return of 23.36%. Even with dividends reinvested, that only amounts to an average annual total return of about 1.6%; so by comparison collecting a yield above 5% would appear considerably attractive if that yield is sustainable. Kimco Realty Corp (Symbol: KIM) is an S&P 500 company, giving it special status as one of the large-cap companies making up the S&P 500 Index. In general, dividend amounts are not always predictable and tend to follow the ups and downs of profitability at each company. In the case of Kimco Realty Corp, looking at the history chart for KIM below can help in judging whether the most recent dividend is likely to continue, and in turn whether it is a reasonable expectation to expect a 5% annual yield. Click here to find out which 9 other dividend stocks just recently went on sale » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Google has launched Project Genie, an AI tool that builds interactive 3D worlds from text and images. The product targets game and content creators, an area where Unity Software (NYSE:U) has been a key platform. The announcement has coincided with concern about Unity’s competitive position and shifts in investor sentiment. Unity Software, trading at about $29.1 per share, has seen sharp moves recently, with a 32.3% decline over the past week and a 34.2% decline over the past month. Despite that pressure, the stock is up 36.0% over the past year, while longer term holders have faced a 76.7% decline over five years. This underscores how sentiment around NYSE:U can swing. Google’s entry with Project Genie puts fresh focus on how AI tools could affect Unity’s role in game and 3D content creation. For investors watching NYSE:U, the key questions now center on how Unity’s tools, ecosystem, and partnerships respond to rising AI driven competition in its core use cases. Stay updated on the most important news stories for Unity Software by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Unity Software. NYSE:U 1-Year Stock Price Chart Why Unity Software could be great value Project Genie has hit a pressure point for Unity because it speaks directly to automated world-building, which sits close to Unity’s core Create tools. The sharp share-price reaction suggests investors are questioning whether developers and user-generated platforms might eventually split their time between Unity, Unreal Engine from Epic Games, Roblox’s toolset and new AI-powered options from Google, rather than relying primarily on traditional engines. How this fits the Unity Software long-term narrative The existing narratives around NYSE:U focus on Unity as a key 2D and 3D ...

澳洲會計師公會預計，政府本財年財政赤字將大幅縮減至9億元，主要受惠去年股市復蘇，帶動印花稅收入增加。而截至今年三月底，財政儲備將錄得6,530億元，相當於約十個月政府開支。 政府將於下月二十五日公布新一份《財政預算案》。公會指，政府仍有空間發債集資；又建議引入「新股通」，推動內地投資者參與港股。 澳洲會計師公會大中華區稅務委員會聯席主席劉明揚說︰「希望可以滿足內地投資者日益增長的全球資產配置的需求，我們希望通過『新股通』，可以令到內地投資者透過規範的途徑便捷地可以認購香港新股。這個舉措不單止可以繼續吸引內地的企業來香港上市，亦能拓展本港金融市場和內地金融互聯互通，希望可以帶動跨境財富管理的需求。」

澳洲會計師公會預計，政府本財年財政赤字將大幅縮減至9億元，主要受惠去年股市復蘇，帶動印花稅收入增加。而截至今年三月底，財政儲備將錄得6,530億元，相當於約十個月政府開支。 政府將於下月二十五日公布新一份《財政預算案》。公會指，政府仍有空間發債集資；又建議引入「新股通」，推動內地投資者參與港股。 澳洲會計師公會大中華區稅務委員會聯席主席劉明揚說︰「希望可以滿足內地投資者日益增長的全球資產配置的需求，我們希望通過『新股通』，可以令到內地投資者透過規範的途徑便捷地可以認購香港新股。這個舉措不單止可以繼續吸引內地的企業來香港上市，亦能拓展本港金融市場和內地金融互聯互通，希望可以帶動跨境財富管理的需求。」

What's Driving The Jump In Apple Stock? Benzinga

內地能量飲料生產商東鵬飲料招股獲逾50倍超額認購。 周二掛牌的東鵬飲料，股份公開發售部分錄得約56倍超額認購，一手中籤率百分之15；國際發售超購逾14倍。 招股價每股248元，集資淨額約99.9億元。貝萊德、瑞銀及摩根大通等旗下基金，都是公司的基石投資者之一。

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Amazon.com (NasdaqGS:AMZN) is reported to be in preliminary talks to invest up to $50b in OpenAI, which would make it the largest investor in the AI company. The discussions reportedly include deeper integration of OpenAI models across Amazon platforms and direct involvement from CEO Andy Jassy. Since October, Amazon has reportedly cut around 30,000 jobs, with management linking parts of the restructuring to efficiency gains from AI. For investors watching Amazon.com (NasdaqGS:AMZN), these AI focused moves come as the shares trade around $239.3, with a return of 134.2% over the past 3 years and 44.0% over 5 years. The company is already a major player in cloud and retail, so a potential multibillion dollar stake in OpenAI would add a new layer to how its AI capabilities might shape future products and services. The combination of large scale AI investment talks and reported 30,000 layoffs since October raises questions about how Amazon will balance automation with its global workforce. As details around any OpenAI deal and further restructuring emerge, investors may want to track how Amazon explains the link between AI adoption, cost structure, and long term business priorities. Stay updated on the most important news stories for Amazon.com by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Amazon.com. NasdaqGS:AMZN 1-Year Stock Price Chart Why Amazon.com could be great value For you as an Amazon shareholder or watcher, the reported talks to put up to US$50b into OpenAI sit on top of an already heavy AI and data center spend, while the roughly 30,000 corporate layoffs since October signal an aggressive push to keep the cost base lean. The key question is whether tying up such a large amount of capital in an external AI partner, on top of Amazon Web Services (AWS) a...

Five Key Facts About AMD That Could Preserve Your Sight Mega Doctor News

Palantir Earnings Today: Defense Spending to Lift Stock The Tech Buzz

The Trump Administration exempts new nuclear reactors from environmental review toggle caption Idaho National Laboratory The Trump Administration is excluding new experimental reactors being built at sites around the U.S. from a major environmental law that would have required them to disclose how their construction and operation might harm the environment. The law also typically required a written, public assessment of the possible consequences of a nuclear accident. The exclusion comes just days after NPR revealed officials at the Department of Energy had secretly rewritten environmental, safety and security rules to make it easier for the reactors to be built. Sponsor Message The Department of Energy announced the change Monday in a notice in the Federal Register. It said the department would begin excluding advanced nuclear reactors from the National Environmental Policy Act. The act requires federal agencies to consider the environment when undertaking new projects and programs. That law also requires extensive reporting on how proposed programs might impact local ecosystems. That documentation, known as an Environmental Impact Statement, and a second lesser type of analysis, known as an Environmental Assessment, provide an opportunity for the public to review and comment on potential projects in their community. In its notice, the Energy Department cited the inherent safety of the advanced reactor designs as the reason they should be excluded from environmental reviews. "Advanced reactor projects in this category typically employ inherent safety features and passive safety systems," it said. Loading... The exemption had been expected, according to Adam Stein, the director of nuclear energy innovation at the Breakthrough Institute, an environmental think tank that studies nuclear power and the tech sector. President Trump explicitly required it in an executive order on nuclear power he signed last May. Stein says he thinks the exclusion "is appropriate" for som...

格隆汇2月3日｜德国总理默茨表示，尽管欧洲议会中的反对者计划对南方共同市场贸易协定进行司法审查，但欧盟与南方共同市场成员国之间的贸易协定仍将暂时生效。默茨周一在法兰克福发表讲话时称：“一旦首个南美国家批准该贸易协定，该协定将立即生效。”

Oil settles down over 4% on US-Iran de-escalation, easing supply worries Reuters

Salesforce had a rough 2025 but remains fundamentally strong. Is it worth a look in 2026? Despite the banner year 2025 was for artificial intelligence (AI) stocks, not every company in the industry had a great year. Some AI companies tumbled dramatically despite the sheer amount of media attention and investing fervor in the technology. Some of them fell due to being over-hyped or having poor fundamentals, but there's a few for which I can't explain their poor performance. Salesforce (CRM 0.82%) is one of them. The past 12 months have seen the company fall 33.7%, while the S&P 500 rose 16%. But given the company's strong fundamentals and the fact that it's up over 5,200% since its initial public offering (IPO) in 2004, I think 2025's dip was a speed bump and nothing more. Expand NYSE : CRM Salesforce Today's Change ( -0.82 %) $ -1.75 Current Price $ 210.54 Key Data Points Market Cap $199B Day's Range $ 209.84 - $ 216.89 52wk Range $ 208.78 - $ 348.04 Volume 283K Avg Vol 8.3M Gross Margin 70.07 % Dividend Yield 0.78 % A sales force multiplier Like Palantir, Salesforce is one of those companies people hear about but are often a little confused about what they actually do. Salesforce is actually rather simply explained as a suite of software that makes business easier. From selling products more efficiently to managing customer relationships, Salesforce has a cloud and AI-enabled piece of software to help out. In practice, it looks like FedEx capturing a 2,000% return on its investment in Salesforce because it helped the delivery company reactivate dormant accounts and send out 1 billion personalized emails annually. Or Formula 1 speeding up customer service responses 80% through the use of AI customer service reps. Both are results cited by Salesforce as proof of its effectiveness and those two businesses aren't alone. Saks, OpenTable, Pandora, Lennar, and Pearson, among others, are also on Salesforce's website singing its praises. The reason Salesforce was down in 20...

Cantor Expects ‘Solid Beat’ from Qualcomm’s Q1 Earnings, Here’s Why it Cut QCOM Stock Price Target TipRanks

In this video, I will discuss four stocks to sell or take profits on before they report earnings. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of Jan. 30, 2026. The video was published on Feb. 1, 2026. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Should you buy stock in Advanced Micro Devices right now? Before you buy stock in Advanced Micro Devices, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Advanced Micro Devices wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $450,256!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,171,666!* Now, it’s worth noting Stock Advisor’s total average return is 942% — a market-crushing outperformance compared to 196% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of February 2, 2026. Neil Rozenbaum has positions in Advanced Micro Devices and Rocket Lab. The Motley Fool has positions in and recommends Advanced Micro Devices, Palantir Technologies, Rocket Lab, and The Trade Desk. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. The views and opinions expressed herein are the views and...

美国财政部将第一季度借款预估从5780亿美元下调至5740亿美元，预计3月底现金余额8500亿美元。（财联社）

British Prime Minister Keir Starmer has faced backlash over his trip to China amid claims that the UK government has been “tricked” by Beijing. Conservative former security minister Tom Tugendhat raised the issue of Chinese sanctions on British parliamentarians after Starmer announced that “all restrictions” had been lifted on current members. Tugendhat, former Conservative leader Iain Duncan Smith, Senior Deputy Speaker Nusrat Ghani and Conservative former minister Neil O’Brien were among those banned from entering China, Hong Kong and Macau in 2021. Advertisement Their property in China was also frozen and Chinese citizens and institutions were prohibited from doing business with them – but these sanctions no longer apply to current parliamentarians. Addressing House of Commons Speaker Lindsay Hoyle, Tugendhat said: “Do you not find it as surprising as I do, that the prime minister has come back with a deal that lifts the sanctions on those six of us who are still in this house but not the one who isn’t, nor the lawyers, advisers and academics who support the work of this house. Advertisement “Is this not a direct affront to the democracy of this place, an attempt to divide and conquer that we’ve seen China play against the European Parliament, and sadly has tricked our government, too.”

A changing of the guard at the Federal Reserve — with Kevin Warsh set to take over as chair in May — will likely inject some fresh turbulence into the US stock market, based on prior leadership transitions. Since 1930, the S&P 500 Index has logged average drawdowns of 5%, 12%, and 16% over the one-, three- and six-month periods after a new Fed chief took the helm, according to data compiled by Barclays Plc ’s global head of equities tactical strategies Alexander Altmann . Such routs have been larger than the typical peak-to-trough drop for the S&P 500 during any randomly selected year. While “the market may be hand wringing about whether Mr. Warsh is a perceived ‘hawk’ or not, the true test is more likely to come after May,” Altmann wrote in a note to clients. “New Fed chairs typically get ‘tested’ to some degree by equity markets within the first six months of their appointment into office.” US stocks fell on Friday following the initial announcement that President Donald Trump nominated Warsh to succeed Jerome Powell because traders saw him as the least dovish of the candidates under consideration. Warsh served as a governor at the Fed from 2006 to 2011. If confirmed by the Senate, Warsh will contend with markets that are already on edge about the Fed’s independence after Trump has repeatedly attacked Powell, claiming he hasn’t eased monetary policy quickly enough. While Warsh had a hawkish reputation during his previous stint at the central bank, he has since aligned himself with the president by arguing publicly for lower rates. He has also said the Fed should reduce its portfolio of bonds and rethink its economic models. Morgan Stanley Sees Greater Treasury Volatility Under Warsh Fed Fed Pick Warsh on Lower Rates, Balance Sheet and ‘Regime Change’ Trump Picks a Reinvented Warsh to Lead the Federal Reserve The leadership change will add to the already considerable uncertainty about the path of monetary policy, which has been tugged between elevated inflation and...

Trump says US will have 'very substantial' response if Canada enacts trade deal with China Reuters

美國啟動戰略關鍵礦產儲備計劃，投放近120億美元資金，以減少依賴中國稀土；日本並宣布在深海海底，成功採集含有稀土的淤泥，評估其含量及經濟價值。中方早前表明願與各國交流，維護全球產供鏈穩定。 日本海洋研究開發機構的深海探測船「地球號」搭載150人，上月12日從靜岡市清水港出發，駛到東京都東南面、約1,950公里的南鳥島。這兒由東京都小笠原村管轄，沒有人居住，但有防衛省人員駐守。 日本政府在周一表示，「地球號」在南鳥島附近海域，成功從6,000米深海底採集到大量含有稀土的淤泥。日方稱會先分析淤泥樣本，以確認稀土含量及種類如何，並評估對產業利用價值。日方又稱這次採集重點，在於確認自行研發的設備能否在海底正常運作，之後會將採掘裝置的管材從船上放至海底，嘗試取得泥土，為明年2月正式採掘試驗鋪路，屆時每天採集約350噸淤泥。 日本傳媒指出，目前全球稀土多數由中國供應，日方希望這次成果有助穩定國內稀土供應。不過海洋機構理事曾指出，從南鳥島這類偏遠地區運回淤泥，再抽取稀土加以利用，其採掘成本高於從其他國家進口。日本內閣官房副長官尾崎正直昨日在記者會提到，為了確保稀土穩定供應，日方希望與理念相近國家及地區合作，以強化供應鏈。 在日本嘗試採掘稀土之際，美國總統特朗普計劃啟動戰略關鍵礦產儲備計劃，並投入近120億美元資金，以減少對中國稀土的依賴，並保護美國業界免受衝擊。 據報相關項目叫「金庫計劃」，整合約16.7億美元私人資金，以及美國進出口銀行的100億美元貸款，相關資金為美國的汽車製造業、科技公司等提供關鍵礦產儲備。 中方多次強調，有關稀土出口管制是依據法律法規完善自身出口管制體系的正當做法，中方願與各國加強出口管制對話交流，更好維護全球產業鏈、供應鏈安全穩定。

Key Points Wall Street is cheering Meta’s shift in focus from Reality Labs to Meta Superintelligence Labs. Microsoft’s AI spending is going toward Nvidia and AMD chips, as well as its new custom AI accelerator. Microsoft’s balance sheet and cash flow are so elite that it can afford to rapidly increase AI spending. 10 stocks we like better than Meta Platforms › If you think the stock market could fall in 2026, it might seem counterintuitive to load up on growth stocks. Investors tend to gravitate toward income and value stocks during times of uncertainty because these companies are priced more for their existing earnings than their potential earnings. But if you are a long-term investor who plans to hold stocks for three years, five years, or even decades, then market sell-offs can present impeccable buying opportunities despite the pain of volatility. The key is to find companies with the fundamentals needed to endure downturns. And a good place to start is with industry leaders like the "Magnificent Seven," which are the seven largest tech-focused S&P 500 companies by market cap. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Meta Platforms (NASDAQ: META) and Microsoft (NASDAQ: MSFT) are two Magnificent Seven names that could pull back amid a broader market sell-off, especially if it's tied to artificial intelligence (AI). But looking out over the long term, these companies stand out as solid buys even in today's premium-priced market. Here's why you can rest easy with these stocks, no matter what the market brings in 2026 -- along with key takeaways from their recent earnings reports. Meta's advertising revenue is overpowering AI spending concerns Meta Platforms delivered blowout fourth-quarter and full-year 2025 results on Jan. 28. As expected, costs and expenses soared 40%, outpacing 24% revenue growth as Meta ramps up capital expenditures (...

UPS' dividend looks safe for now, but paying it may be hampering the company's growth plans. UPS (UPS +4.09%) surprised the market with its full-year 2026 guidance for $6.5 billion in free cash flow (FCF). It's a figure that appears to secure the company's $5.4 billion dividend payment and will reassure passive-income-seeking investors who bought the stock for its dividend yield (currently 6.3%). The guidance came in significantly above the Wall Street analyst consensus going into the earnings. Does it secure the dividend and make the stock worth buying? UPS shocks the market The big surprise in the company's guidance came not only from the FCF guidance but also from three main sources. First is the $3 billion in cost savings management expects to generate in 2026, on top of the $3.5 billion in savings generated in 2025. To be clear, not all of these cost savings are fixed, as UPS is naturally reducing variable and semi-variable costs as it continues to reduce Amazon delivery volume. Expand NYSE : UPS United Parcel Service Today's Change ( 4.09 %) $ 4.34 Current Price $ 110.56 Key Data Points Market Cap $90B Day's Range $ 106.24 - $ 110.61 52wk Range $ 82.00 - $ 123.70 Volume 227K Avg Vol 6.2M Gross Margin 18.44 % Dividend Yield 6.18 % As a reminder, management's plan is to reduce low- or negative-margin Amazon volumes by 50% from the start of 2025 to the middle of 2026. This so-called "glidedown" means UPS reduced 48,000 positions in 2025 and plans to lay off another 30,000 in 2026. In addition, 93 buildings were closed in 2026, and the plan is to close another 24 in the first half of 2026. Roughly a third of the 2025 cost cuts were structural, and together with the 2026 cost cuts will start feeding through in the second half and then into 2027. That will boost cash flow. One-off property sales are boosting cash flow Second, UPS claimed it generated $5.47 billion in adjusted FCF in 2025. However, this figure includes $700 million from "proceeds from disposals of pr...

'Rock Now Beats Paper': Making Sense Of "Silver Friday's" Utterly Rigged Nonsense Authored by Matthew Piepenberg via VonGreyerz.gold, On Friday, January 30, 2026, the world learned (or rediscovered) just how grotesquely rigged the paper gold and silver markets truly are. The Great (Yet Familiar) Fall Despite no change whatsoever in global supply and demand forces, silver went from a $120 near-high on Thursday to a $78 low on Friday, marking this as the largest single-day crash (35%) in the silver market in 44 years. It goes without saying that such price moves don’t happen naturally. Something far more engineered was in play, a trick which many investors may not immediately recognize, but which anyone familiar with the nefarious insider mechanics of banking , the Chicago Mercantile Exchange, the COMEX and the London Bullion Market Association can see as plainly as a dentist sees a cavity. So, what happened? Look No Further than a Banker’s Rescue As usual, whenever something so openly rigged, insider and market-distorting occurs, the very first place to look for a smoking gun, guilty child and a liar’s grin is among the banks, most of whom are and were drowning in levered silver short positions by Thursday night’s $120 silver price. This meant that with each passing day of rising silver, the banks were getting squeezed to the point of self-destruction. This is not fable but fact. Rising silver was literally strangling the big banks. They needed to exit their short squeeze as soon as possible, but preferably at a lower rather than higher silver price. And then, almost by magic, silver conveniently fell like a rock to save their collectively levered @$$es. Coincidences Galore… But was it really any “magical” coincidence that JP Morgan was able to exit its massive (and fatally stupid) short exposure at the absolute bottom/floor of the silver price on Friday? That is, at the perfect moment? Was it also any coincidence that the London Metals Exchange went completely dark ...

We are selling 150 shares of Texas Roadhouse at roughly $183. Following the trade, Jim Cramer's Charitable Trust will own 400 shares of TXRH, decreasing its weighting to about 1.85% from about 2.5%. We're scaling back our position in the restaurant chain, which is up nearly 2% Monday. This will be our second Texas Roadhouse sale of 2026. We previously sold 50 shares on Jan. 12 at around $187 per share. Our trims are not due to a slowdown in the company's business. When Texas Roadhouse reports earnings on Feb. 19, we expect to see another quarter of strong mid-single-digit same-store sales growth. With consumers increasingly focused on costs, Texas Roadhouse's value proposition of a quality meal at a reasonable price has stood out. Our only concern is beef cost inflation, and the timing of any relief remains uncertain. To shape our expectations for beef prices and gain insight into when prices will come down, we read the earnings call on Monday from Tyson Foods , the largest meat producer in America. Tyson said it expects cattle supplies to remain tight through 2026 and 2027, which we view as an incremental negative for our Texas Roadhouse thesis. The restaurant operator has been calling for commodity inflation of about 7% in 2026, with inflation running higher in the first half of the year than in the second. But if Tyson is right and cattle supplies remain tight into 2027, it could push back the forecast on when beef pricing pressure eases. It's possible that cattle inventory is bottoming, and there are other ways beyond cattle supply to bring down beef prices. For example, beef prices could fall from increased cattle imports from Mexico and Brazil. Still, Tyson has such a large view of the meat market that it would be imprudent of us to ignore. From this sale, we will realize a small average gain of about 1% on stock purchased last February. (Jim Cramer's Charitable Trust is long TXRH. See here for a full list of the stocks.) As a subscriber to the CNBC Investing ...

aprott/iStock via Getty Images Thesis overview Fractyl Health ( GUTS ) is developing endoscopic procedures to manage metabolic diseases (obesity and diabetes). The lead candidate is Revita, currently being evaluated in a registrational ph3 trial with topline results expected in 2H 2026, followed by a potential FDA submission. GUTS announced a few days ago 6-month results from a small pilot randomized trial. The market had too high expectations based on prior impressive 3-month data. In fact, based on the PR and presentation, the data seem considerably worse than expected, and maybe even non-viable commercially. Nevertheless, a very important piece of info, only discussed in the call , is that underwhelming results seem to have been driven by a single center. In this article, I will explain why I believe the data are much more encouraging than perceived by the market. Beyond Revita, GUTS has a very interesting but preclinical pipeline. This may justify further upside in the future, but only if the development (and potential commercialization) of Revita is successful. The pipeline is not important for my thesis right now; hence, it won't be discussed in detail here. Notably, the company is sufficiently funded through multiple 2026 catalysts (see image below). Although I am confident that the pivotal trial will meet the pre-defined endpoints, the major risk to the thesis is that data may prove to be commercially unattractive. Catalysts throughout 2026 (Company presentation) Pipeline beyond Revita (Company presentation) Background As above-mentioned, the goal of this article is to provide an update based on the 6-month data of the Remain-1 midpoint trial. For more detailed background info on Fractyl Health, I refer interested readers to the recent coverage by Anders Research . Briefly, Revita is an endoscopic device that, by hydrothermal ablation of a section of duodenal lining, aims to reset patients' metabolic set points. Although this doesn't result in competitive we...

美国总统特朗普表示，他唯一担心的事情就是会在11月的选举中失去共和党对国会的控制权。最新的竞选资金申报文件显示，他已筹集了前所未有的巨额资金，以防止这种情况发生。根据提交给联邦选举委员会的文件显示，截至12月底，特朗普的政治委员会以及共和党全国委员会共筹集了4.83亿美元。这一数额几乎是民主党方面所筹集资金总额（1.67亿美元）的三倍。特朗普近日表示：“无论是共和党总统还是民主党总统，他们似乎都会在中期选举中失利。所以，这是我唯一担心的事情。”（财联社）

In trading on Friday, shares of BCE Inc's Series AF Preferred Shares (TSX: BCE-PRF.TO) were yielding above the 6% mark based on its quarterly dividend (annualized to $0.9663), with shares changing hands as low as $16.02 on the day. As of last close, BCE.PRF was trading at a 34.92% discount to its liquidation preference amount. It should be noted that the preferred shares are convertible. The chart below shows the one year performance of BCE.PRF shares, versus BCE: Below is a dividend history chart for BCE.PRF, showing historical dividend payments on BCE Inc's Series AF Preferred Shares: In Friday trading, BCE Inc's Series AF Preferred Shares (TSX: BCE-PRF.TO) is currently down about 1.5% on the day, while the common shares (TSX: BCE.TO) are down about 1.1%. Click here to find out which 9 other Canadian dividend stocks just recently went ''on sale'' and crossed into new yield territory » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.