HONOLULU, Jan. 30, 2026 (GLOBE NEWSWIRE) -- First Hawaiian, Inc. (NASDAQ:FHB), (“First Hawaiian” or the “Company”) today reported financial results for its quarter ended December 31, 2025. “I’m happy to report that First Hawaiian finished 2025 with another strong quarter,” said Bob Harrison, Chairman, President, and CEO. “Loans grew, retail and commercial deposits grew, and we remained the most profitable bank in the state.” On January 28, 2026, the Company’s Board of Directors declared a quarterly cash dividend of $0.26 per share. The dividend will be payable on February 27, 2026, to stockholders of record at the close of business on February 13, 2026. Additionally, the Company’s Board of Directors adopted a stock repurchase program for up to $250.0 million of its outstanding common stock. Fourth Quarter 2025 Highlights: Net income of $69.9 million, or $0.56 per diluted share Total loans and leases increased $183.1 million versus prior quarter Total deposits decreased $213.9 million versus prior quarter Net interest margin increased 2 basis points to 3.21% Recorded a $7.7 million provision for credit losses Board of Directors declared a quarterly dividend of $0.26 per share Board of Directors adopted a $250.0 million stock repurchase program Balance Sheet Total assets were $24.0 billion at December 31, 2025 versus $24.1 billion at September 30, 2025. Gross loans and leases were $14.3 billion as of December 31, 2025, an increase of $183.1 million from $14.1 billion as of September 30, 2025. Total deposits were $20.5 billion as of December 31, 2025, a decrease of $213.9 million from $20.7 billion as of September 30, 2025. Net Interest Income Net interest income for the fourth quarter of 2025 was $170.3 million, an increase of $1.0 million compared to $169.3 million for the prior quarter. The net interest margin was 3.21% in the fourth quarter of 2025, an increase of 2 basis points compared to 3.19% in the prior quarter. Provision Expense During the quarter ended Dece...

Some say these worries will impact how they vote in the midterm elections.

AMD stock is a character study in reversals both near the top and the bottom — a pattern that might prove critical as the company prepares to announce its earnings next week. Some analysts expect the chipmaker to beat fourth-quarter estimates when it reports Feb. 3. AMD stock has formed a bullish, three-month cup base and appears to be on…

Shares in Palantir Technologies (PLTR) have retreated 15% in 2026 heading into the last trading day of the month. Palantir stock also fell in January 2024, then came roaring back to post a whopping 340% gain that year. Can PLTR stock stage a comeback again? The maker of data analytics software reports fourth quarter earnings on Monday. In 2024, better-than-expected…

The average benefit has reached a historic high, but it may not go as far as you'd hoped. No matter how much you have saved for retirement, you probably still want an above-average Social Security benefit. Larger monthly checks mean you can stretch your savings out longer or enjoy a higher standard of living. The average Social Security check currently sits at an all-time high, but there's still plenty of room for improvement. All you need is a basic understanding of the factors that influence your benefits. The average Social Security retirement benefit has cracked $2,000 per month The estimated average Social Security benefit for January 2026 is $2,071, up from $2,015 before the 2.8% cost-of-living adjustment (COLA) took effect. This means the average senior will take home almost $25,000 in benefits this year. That's a decent sum of money, but it's not enough for most retirees to live on. Supplementing your Social Security benefits with personal savings can help. But there are also some steps you can take to increase your future checks. 3 ways to boost your future Social Security benefit Here are three strategies you can use to increase the Social Security benefit you're eligible for. 1. Work at least 35 years before applying for Social Security The Social Security Administration looks at your income over your 35 highest-earning years when calculating your benefit. If you have a shorter work history, it'll include zero-income years, which can significantly reduce your checks. Working longer than 35 years could also boost your checks if you're earning more now than you did in the past. Your more recent, higher-earning years will slowly push your earlier, lower-earning years out of your benefit calculation. 2. Increase your income today Anything you can do to increase your income today -- working overtime, finding a better-paying job, or starting a side hustle -- will likely lead to larger Social Security checks. The only people this won't work for are those who are...

Its planned capital spending of up to $135 billion represents a significant acceleration, but the company’s ad business is keeping pace.

Uranium stocks have skyrocketed over the last year, with the largest U.S.-listed nuclear fuel stocks crushing Nvidia and tons of other artificial intelligence names. Uranium is the fuel that powers nuclear reactors, and the U.S. uranium industry went nearly dormant for decades. That’s why uranium demand is projected to outstrip supply for the foreseeable future as the U.S. races to quadruple nuclear energy capacity by 2050 to help support the power-hungry AI boom and expand the most reliable source of clean power. Check out the Zacks Earnings Calendar to stay ahead of market-moving news. The U.S. uranium stocks we dive into today—Centrus Energy and Uranium Energy—have soared at least 150% over the past 12 months, and the upside potential remains massive for both traders and long-term investors. A growing corner of Wall Street views uranium and uranium stocks as the next gold and silver trade, meaning investors should buy some nuclear fuel stocks now for huge upside in 2026 and beyond. Are Soaring Uranium Stocks the Next Gold and Silver Trade? The AI age is projected to drive a 25% increase in U.S. electricity demand by the end of the decade and 75% to 100% growth by 2050. This is why Meta META, Microsoft, and other AI hyperscalers are racing to secure long-term power agreements with nuclear energy companies. Nuclear energy is expected to power a large chunk of the AI age for a few simple reasons. It’s already provided 50% of America’s carbon-free electricity for decades. Plus, nuclear power plants provide baseload power, operating at full capacity more than 93% of the time. This makes nuclear by far the most reliable energy source, according to the U.S. Department of Energy. The AI hyperscalers and the U.S. Federal Government are throwing full weight behind creating a nuclear energy renaissance, which is only possible with massive uranium industry expansion. Zacks Investment Research Image Source: Zacks Investment Research On top of that, there are only a few U.S. u...

Explaining Taiwan’s lead in advanced semiconductor manufacturing Evertiq

酒商层层压货使得国内威士忌库存高企，但需求并未同步扩张，近两年威士忌价格处于持续下行区间 资料图：进口威士忌。图：视觉中国 【财新网】 威士忌进口关税上调一年后再下调。2026年1月28日至31日，英国首相斯塔默正式访华，时隔八年率领50余家英国大企业高管和机构代表随访，核心议题聚焦经济与商业合作。1月29日，中英双方宣布达成一系列积极成果，其中提到中方将威士忌酒进口关税税率砍半，由10%降至5%。1月30日，国务院关税税则委员会正式公告称，自2026年2月2日起，对威士忌酒实施5%的进口暂定税率。 2024年末，国务院关税税则委员会公布了2025年关税调整方案。威士忌和白兰地被移出“进口商品暂定税率表”，适用税率由原来的5%上调至10%。此前7年，进口威士忌的适用税率是5%。

0.7%，这是中国通信业在2025年交出的电信业务营收增速成绩单。 工信部最新发布的《2025年通信业统计公报》显示，2025年电信业务收入累计完成1.75万亿元，较上年仅微增0.7%。回顾过去五年数据，这一增长曲线已接近走平。但若按照上年价格计算，电信业务总量同比增长9.1%。 几大板块来看，固定互联网宽带接入业务收入2896亿元，同比增长5.9%，在电信业务收入中占比由上年的15.9%提升至16.5%。移动数据流量业务收入6097亿元，同比下降3.1%。语音收入达1253亿元，占电信收入回落0.1个百分点。新兴业务方面收入达4508亿元，同比增长4.7%，拉动电信业务收入增长1.2个百分点。 2020—2025年电信业务收入和电信业务总量增长情况。图片来源：工信部官网 值得注意的是，在当今传统业务的存量市场下，通信业维持着“增量不增收”的困局：流量仍在扩张，但收入未见增长。 2025年，移动互联网接入流量达3958亿GB，移动互联网月户均流量（DOU）达20.74GB/户·月，分别同比增长17.3%、14.1%。但与之形成对照的是，2025年全年移动数据流量业务收入比去年下降3.1%，这已是该项指标连续第三年负增长。 界面新闻梳理发现，过去三年，移动互联网接入流量始终保持着两位数增长，但业务收入增速则在负增长区间徘徊，分别为-0.6%、-1.5%、-3.1%，流量变现的逻辑不再简单明了。 2020—2025年移动数据流量业务收入情况。图片来源：工信部官网 用户规模增长见顶。截至2025年底，全国电话用户总数达19.87亿户，全年净增3091万户；三大运营商的固定互联网宽带接入用户总数达6.91亿户，全年仅净增2099万户。 此外，语音、短信业务走势相似。2025年，全国移动短信业务量比上年增长14.2%，但业务收入同比降2.4%。同时，受即时通讯软件等因素影响，全国移动电话去话通话时长2.02万亿分钟较上年下降5.1%，固定语音和移动语音业务收入160.9亿元和1092亿元，比上年分别增长2.3%和下降1.7%。 固定互联网宽带接入业务是唯一增长的传统业务。2025年收入达2896亿元，比上年增长5.9%，在总收入占比升至16.5%。三家基础电信企业的固定互联网宽带接入用户总数达6.91亿户，其中34.5%是1000Mbps及以上接入速率的用户。 在这一背景下，...

TLDR Amazon is in early discussions to invest as much as $50 billion in ChatGPT creator OpenAI, according to sources familiar with the matter. CEO Andy Jassy is personally negotiating with Sam Altman, potentially making Amazon the largest investor in OpenAI’s $100 billion funding round. The investment could require OpenAI to shift toward Amazon Web Services and Trainium chips, moving away from Microsoft and Nvidia dependence. OpenAI is valued at approximately $830 billion and plans to spend $500 billion on AI infrastructure over four years. Nvidia and Microsoft are also discussing investments, with Nvidia eyeing $30 billion and Microsoft considering under $10 billion. Amazon is negotiating a potential $50 billion investment in OpenAI. The talks represent one of the largest AI investments ever discussed. Exclusive: Amazon is in talks to invest up to $50 billion in OpenAI. It would make it one of the biggest contributors to the latest funding round. https://t.co/cjQY80wZMf — The Wall Street Journal (@WSJ) January 29, 2026 The e-commerce and cloud computing giant is participating in OpenAI’s broader effort to raise $100 billion. Sources say the discussions remain in early stages with no final numbers confirmed. Amazon CEO Andy Jassy is directly handling negotiations with OpenAI CEO Sam Altman. This hands-on approach from leadership demonstrates the strategic importance of the potential deal. Amazon.com, Inc., AMZN A $50 billion commitment would make Amazon the dominant investor in OpenAI’s current fundraising. The company would secure a major position in the rapidly evolving AI landscape. What Amazon Gets in Return The critical question involves what conditions Amazon will demand for its investment. Industry analysts expect OpenAI would need to increase its use of Amazon Web Services for cloud computing needs. Reports suggest Amazon wants OpenAI to adopt its Trainium chips. These processors compete directly with Nvidia’s market-leading AI chips. Such a requirement woul...

格隆汇1月30日｜瑞讯银行高级分析师Ipek Ozkardeskaya表示，凯文·沃什的名字出现后，市场普遍感受到鹰派气息。他被认为比许多其他候选人更偏向鹰派，预计将支持较少次数的降息，这解释了美元最初走强的原因。债券收益率也有所上升，但有趣的是，最能反映美联储政策预期的两年期美债收益率今晨已出现回落。这表明市场的初步反应很大程度上是对新闻标题的膝跳反射，而这种第一印象正开始消退。考虑到此前流传的几位人选均极度鸽派，且不顾数据表现与白宫主张激进降息的倾向高度一致，沃什的提名意味着美联储领导层向相对鹰派的方向转变。这未必是一件令人宽慰的事，但确实标志着一种更趋纪律性与现实性的发展。

watch now VIDEO 4:41 04:41 Tax hikes on rich gather steam: Here's what to know Squawk Box A version of this article first appeared in CNBC's Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. A new "blue wave" of tax hikes on the wealthy is rippling through state legislatures, as Virginia, Washington state, Rhode Island and others join California in calls for higher taxes on top earners and billionaires. With states facing potential cuts in federal aid and Democrat lawmakers emboldened by rising populism and a growing economic divide, legislators and governors in many blue states are preparing a range of new taxes on the wealthy. At the same time, many red states continue to cut or eliminate income taxes to become more competitive. "What you're really seeing is divergence," said Lucy Dadayan, principal research associate and state tax expert at the Tax Policy Center at the Urban Institute. "On one side, some states are doubling down on rate cuts, rebates, and tax competitiveness. On the other, some are turning to targeted surtaxes on high earners as a way to fund fast-growing priorities without raising broad-based taxes." While tax hikes are floated by left-leaning state legislators almost every year, the latest push has added momentum. Inflation has increased the economic pressure on middle- and lower-income earners, sparking renewed calls for higher taxes on the wealthy to offset higher health care and education costs. State spending has continued to rise since Covid, renewing the need for revenue. Many Democratic leaders are also heralding a tax hike on high earners in Massachusetts as proof that the wealthy won't flee. In 2022, Massachusetts voters approved "The Fair Share Amendment," a 4% surtax on income over $1 million. The tax generated nearly $3 billion in annual revenue in its second fiscal year – more than twice the original estimates. Many Dem...

Imperial Oil press release ( IMO ): Q4 Non-GAAP EPS of C$1.97. Revenue of C$11.28B (-10.5% Y/Y). Cash flows from operating activities of C$1,918 million. Quarterly Upstream production of 444,000 gross oil-equivalent barrels per day, and the highest annual production in over 30 years of 438,000 gross oil-equivalent barrels per day. Kearl quarterly production of 274,000 total gross oil-equivalent barrels per day (194,000 barrels Imperial's share), and annual total gross production of 280,000 barrels per day (199,000 barrels Imperial's share). Cold Lake quarterly production of 153,000 gross oil-equivalent barrels per day and annual production of 151,000 barrels per day. Downstream refinery capacity utilization of 94 percent for the quarter and 93 percent for the year. Returned C$2,072 million to shareholders in the quarter with C$361 million in dividend payments and C$1,711 million of share repurchases. Quarterly dividend increased by 20 percent from 72 cents to 87 cents per share. More on Imperial Oil Limited Imperial Oil Limited: I'm Here For The Buybacks And Dividend Imperial Oil Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Imperial Oil Limited Historical earnings data for Imperial Oil Limited Dividend scorecard for Imperial Oil Limited

格隆汇1月30日｜美国银行全球研究将西部数据公司目标价位从257美元上调至345美元。美国银行全球研究将闪迪目标价位从390美元上调至850美元。

Pre-Market Stock Futures: Futures are trading lower as we prepare to close out the trading week. What a difference a day can make. After a blockbuster rally on Wednesday, the stock market reversed course and sold off on Thursday, and that could carry over into today. While the major indices ended off their midday lows, ... Here Are Friday’s Top Wall Street Analyst Research Calls: Broadcom, Circle Internet, Kenvue, Medtronic, Sandisk, Southwest Airlines, Spotify, and More

昨夜今晨，如果你和笔者一样，恰好盯着国际市场的行情，恐怕会惊得从椅子上跳起来。 那个一路被全民关注、高歌猛进、被视为“避风港”的黄金，上演了一出惊心动魄的高空跳水。伦敦现货黄金的价格，刚刚在1月29日触及每盎司5600美元的历史性关口，转眼间便急转直下。 到北京时间1月30日凌晨，金价最低探至5097美元附近，单日跌幅超过7%。 同样，白银跌幅也超过了8%。这场被市场称为“史诗级”的暴跌，不仅让国际账面一日内蒸发巨大，也迅速传导至国内：上海金交所现货黄金从超过1200元/克的高位回落，首饰金价一日下调了25元/克，A股黄金板块更是有26只个股齐齐跌停。与此同时，2倍做空白银暴涨15%以上，三倍做多黄金暴跌近20%。不过，一夜醒来，黄金已实现修复，目前来到了5450美元，白银再度逼近120美元，2倍做空白银15%涨幅已归零，盘后更是大跌近4%。 那么，究竟是什么力量，让坚不可摧的“金城”瞬间出现了裂缝？ 01 为何高空跳水？ 这轮暴跌，最直接的导火索，是市场在极度狂热后的自我冷却。用业内人士的话说，是“短期过热的情绪释放”。 金价在突破历史新高后，积累了大量的投机性买盘，市场处于严重的“超买”状态。当价格冲到令人炫目的高度，任何一个风吹草动，都可能触发获利盘像雪崩一样涌出。 这就像一场马拉松，最后阶段的疯狂冲刺耗尽了所有体力，冲过终点线后难免会瘫倒在地。 昨夜，正是大量前期押注上涨的资金选择“落袋为安”，暂时淹没了市场，导致了价格的急速回调。 除了市场自身的技术性调整，一个关键的外部事件成了压垮骆驼的最后一根稻草：美联储的“人事悬念”。 市场传闻，前理事沃什被提名为下一任美联储主席的概率飙升。沃什在华尔街眼中是著名的“鹰派”人物，即倾向于维持高利率以对抗通胀。这一预期立刻提振了美元，而黄金作为以美元计价的资产，天然与美元走势相反。美元走强，就像给沸腾的金市浇下了一盆冷水，形成了双重压制。 此外，不能忽视的是，算法交易在其中的“推波助澜”。有分析指出，近期贵金属抛物线式的上涨，吸引了大量算法交易机器人入场操作。这些程序化交易在趋势逆转时，会执行无差别的卖出指令，在极短时间内放大市场的波动，让本已恐慌的下跌演变成一场“踩踏”。 02 影响价格的复杂维度 要理解这次暴跌，并看清未来的方向，我们必须明白，金价并非由单一因素决定，它更像一个复杂的罗盘，指针受到多个磁场的同时牵引...

Key Points Management expects to generate significant profits and cash flow in a few years. Investors were reminded of the political risk inherent in direct governmental involvement in the private sector. 10 stocks we like better than USA Rare Earth › It was a wild week for rare-earth stocks, and the drama was led by USA Rare Earth (NASDAQ: USAR). Here's how the stock ended up down 10.9% by Friday morning. USA Rare Earth soars and then slumps The company started the week by announcing it had entered a Letter of Intent (LOI) with the U.S. Government, under which it would receive $277 million in Federal Funding and a $1.3 billion senior secured loan under the CHIPS Act. In conjunction with the LOI, the company arranged for a $1.5 billion private investment in stock from private investors "anchored by Inflection Point." 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 » The investment helps derisk USA Rare Earth's business plan (which involves producing magnets before developing the Round Top rare-earth deposit in Texas) and also helps secure a domestic supply of rare-earth magnets made with non-China-sourced materials. Management immediately updated the market on its expectations for 2030: Mining and processing volume of 8,000 tonnes per annum (tpa) (including Round Top), compared to previously being contingent on a capital raise Metal making volume of 27,500 tpa compared to a previous estimate of 2,000 tpa Most importantly, magnet magnet-making capacity of 10,000 tpa compared to a previous estimate of 4,800 tpa. Financial targets of $2.6 billion in revenue,$1.2 billion in earnings before interest, taxation, depreciation, and amortization ( EBITDA ), and free cash flow of $900 million. Why the stock fell afterwards The announcement is positive, but there are two considerations here. First, speculation over a deal has been high since its peer, MP Mater...

智通财经APP注意到，得益于市场对成本削减努力的信心日益增强，以及预计有利于运输业的韧性经济背景， 联邦快递 股价周四收于历史高点， 股价有望实现连续六个月的上涨。该股周四上涨 1.7%，收于 319.93 美元，超越了 2021 年创下的历史峰值。该股价在盘中也创下了历史新高。 联邦快递 1 月份上涨了近 11%，较去年关税引发的混乱低点回升了约 60%。最近几周的催化剂来自管理层乐观的预期，以及一份季度报告，该报告表明这家航运巨头削减开支的措施正在取得成效。稳健的经济数据也促使投资者将资金从大型科技公司轮动到包括运输业在内的其他板块。 花旗集团分析师 阿里 ·罗莎表示：“联邦快递的基调发生了转变，这让很多人感到兴奋。人们看到的是利润率增长的潜力，虽然多年来人们一直在谈论联邦快递的这一潜力，但现在感觉它是真实存在的。” 作为经济晴雨表，联邦快递的业务广泛触及工业和消费领域，但由于疫情期间的货运红利消退，以及来自 亚马逊 的竞争加剧，其股价多年来一直波动剧烈。 “关税受害者” 2025年，美国 总统 特朗普发起的 关税战 引发了业务下滑。 花旗的罗莎指出，美联储的降息和抵押贷款利率的下降有利于制造业和建筑活动，加之今年更高退税额的预期，都为这家快递公司增添了色彩。 华尔街对联邦快递计划分拆货运业务也持乐观态度。 美国银行 在本月将该股评级上调为“买入”时，提到了这一举措和成本削减。 同行 联合包裹 服务公司的股价也有所上涨，但仍比 2022 年创下的历史高点低 50% 以上。除了受关税打击外，投资者去年还因为 UPS 计划削减与亚马逊业务的计划而惩罚了其股价。 UPS 股价在周二小幅提振，此前该公司预测全年营收高于分析师预期，尽管其调整后运营利润率的展望未达预期。 责任编辑：何云

(RTTNews) - Early cues from the U.S. Futures Index suggest that Wall Street might open lower. Asian shares were mostly higher at the close, while European shares are trading broadly up. In the Asian trading session, gold was marginally. The Consumer sentiment in August might be the focus on Friday. As of 8.10 am ET, the Dow futures were down 35.00 points, the S&P 500 futures were sliding 14.50 points and the Nasdaq 100 futures were declining 54.50 points. The U.S. major averages finished sharply higher on Thursday. The Nasdaq soared 401.89 points or 2.3 percent to 17,594.50, the S&P 500 surged 88.01 points or 1.6 percent to 5,543.22 and the Dow jumped 554.67 points or 1.4 percent to 40,563.06. On the economic front, the Housing Starts and Permits for July will be published at 8.30 am ET. The consensus is 1.342 million, while it was up 1.353 million last month. The Consumer Sentiment for August will be released at 10.00 am ET. The consensus is 67.0, while it was up 66.4 in July. The Baker Hughes Rig Count for the week will be issued at 1.00 pm ET. In the prior week, the North America rig count was 805 and the U.S. rig count was 588. Chicago Fed President Austan Goolsbee will participate in a fireside chat before the Angeles Investors' Q3 Summit and Awards Event at 1.25 pm ET. Asian stocks advanced on Friday. China's Shanghai Composite Index finished marginally higher at 2,879.43. Hong Kong's tech-heavy Hang Seng Index jumped 1.9 percent to 17,430.16. Japanese markets rallied. The Nikkei 225 Index surged 3.6 percent to 38,062.67. The broader Topix Index settled 3.0 percent higher at 2,678.60. Australian markets gained. The benchmark S&P/ASX 200 Index ended 1.3 percent higher at 7,971.10, while the broader All Ordinaries Index leapt 1.3 percent to 8,189.90. European shares are trading mostly higher. CAC 40 of France is gaining 7.60 points or 0.10 percent. DAX of Germany is adding 95.88 points or 0.53 percent. FTSE 100 of England is down 45.88 points or 0.55 percent. Th...

“I think the President had a range of better choices and he picked the worst one in front of him,” says Neil Dutta, head of US economic research at Renaissance Macro Research. Dutta reacts to President Donald Trump’s announcement that he intends to nominate Kevin Warsh to be the next chair of the Federal Reserve. (Source: Bloomberg)

格隆汇1月30日｜受新增涡轮机投产及持续大风天气的推动，英国风力发电量预计将在本月创下近四年来的最高纪录，助力该国进一步摆脱化石燃料。根据国家能源系统运营商的数据，英国数千台风力涡轮机的输出功率在1月有望平均超过14吉瓦（GW）。尽管由于库存缩减导致天然气批发价格上涨，但风电激增有效抑制了电价的飙升。自俄乌冲突以来，欧洲各国政府加速了可再生能源的部署，以减少发电对天然气的依赖。英国在本月初的一次拍卖中采购了创纪录的新增海上风电装机容量，显示出政府在降低消费者能源成本方面的持续努力。相比之下，德国的情况则不尽如人意。由于受来自东欧的冷空气高压影响，德国陆上风电产量预计将降至2021年以来的最低水平，尽管在此期间该国已增加了超过10吉瓦的装机容量。

专题：特朗普正式提名沃什出任美联储主席 美国总统唐纳德・特朗普宣布拟提名凯文・沃什出任下一任美联储主席，市场将这一人选视为相对鹰派的选择，消息公布后，美元回吐部分涨幅，美国国债收益率曲线走陡。 特朗普周五确认提名沃什后，彭博美元指数的涨幅收窄至 0.2%，对所有主要非美货币仍保持上涨态势。美债跌幅同步收窄，2 年期美债收益率小幅下行，30 年期美债收益率（^TYX）则仍上涨 3 个基点。 沃什长期被视作通胀鹰派人物，在金融危机期间，当其他决策者聚焦经济增长时，他就屡屡强调物价上涨的风险。但近期他公开主张降低借贷成本，与特朗普的立场保持一致，这也让市场对其未来的政策走向产生诸多疑问。 法国外贸银行美国利率策略主管约翰・布里格斯表示：“从直觉上看，他的鹰派立场比其他人更鲜明，但我们认为，在本轮政策周期中，他会试图将利率下调至 3% 的水平。” 此次市场异动，源于外界对美联储下一任主席人选长达数月的不确定性。据知情人士透露，沃什曾担任美联储理事，也是特朗普美联储主席候选短名单中的四名最终人选之一，他已于周四到访白宫。 博彩市场对沃什的支持率此前持续攀升，随着 贝莱德 高管里克・里德的支持率下滑，波利马克特数据显示，沃什周五出任美联储主席的概率已突破 90%。 本周早些时候，美联储宣布维持基准利率不变，主席杰罗姆・鲍威尔称美国经济前景出现 “明显改善”，劳动力市场也显现企稳迹象。货币市场目前仍定价美联储今年将两次降息 25 个基点。 加拿大皇家银行 蓝湾资产管理公司首席投资官马克・道丁表示，即便与候选短名单中的其他人相比，沃什被视作相对鹰派，但市场普遍认为 “他会为鸽派政策立场寻找合理依据”，因此 “期货市场仍维持两次降息的定价”。 沃什向来反对美联储维持庞大的资产负债表，这也是市场关注的另一核心问题 —— 投资者迫切想知道，这位候选人将如何管理美联储高达 6.6 万亿美元的资产规模。目前的关键争议点在于，美联储究竟应继续购买短期美债，将资产负债表维持在当前水平，还是采取措施收回更多市场流动性。 特朗普周四晚间曾预告即将公布美联储主席提名人选，但并未透露姓名，他仅表示这一人选不会太出人意料，且此人多年前就具备出任该职位的资质。 彭博社策略师观点 彭博市场直播策略师马克・克兰菲尔德：亚洲交易时段出现美债收益率曲线走陡的情况实属罕见，这表明投资者正采取防御性操作，为凯文・沃什执...

格隆汇1月30日｜海南海药公告，预计2025年净亏损3.5亿元—4.3亿元。2025年，在医保、集采等政策环境影响下，市场竞争加剧，公司创新药尚未上市，新上市仿制药尚未放量，原料药项目陆续转固导致折旧费用增加，带息负债规模较大导致利息支出较高，进而影响公司业绩。

Colgate-Palmolive Co. posted stronger-than-expected sales growth in the fourth quarter thanks to a rebound in Latin America after it reformulated a new toothpaste flavor following adverse reactions in the region. Organic sales growth rose 2.2% for the quarter, beating the average analyst estimate of 1.4%. The company sees organic sales for the year growing 1% to 4%, in line with the average analyst estimate of 2.6%. The result was driven by a bounceback in Latin America as the company recovers from a botched rolled out of a new Colgate Total flavor in the region. Colgate reformulated the flavor after it caused irritation among some consumers. The toothpaste maker’s cautious outlook, however, reflects concerns about slower growth in the near term given waning US consumer sentiment. “As we begin 2026, while we expect the difficult operating environment and slower category growth to continue in the short term,” CEO Noel Wallace said in a statement . Competitor Church & Dwight Co. expects organic sales to rise 3% to 4% for the year, citing continued momentum for its Touchland Brand. Shares of both companies were higher in premarket trading in New York.

Town & Country Bank & Trust CO dba First Bankers Trust CO trimmed its position in Oracle Corporation (NYSE:ORCL - Free Report) by 18.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,753 shares of the enterprise software provider's stock after selling 3,471 shares during the period. Oracle makes up approximately 1.5% of Town & Country Bank & Trust CO dba First Bankers Trust CO's holdings, making the stock its 16th biggest holding. Town & Country Bank & Trust CO dba First Bankers Trust CO's holdings in Oracle were worth $4,430,000 at the end of the most recent reporting period. A number of other institutional investors have also recently bought and sold shares of ORCL. Swiss National Bank raised its position in shares of Oracle by 7.6% during the second quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider's stock worth $1,113,526,000 after purchasing an additional 360,000 shares during the period. Patton Fund Management Inc. increased its stake in Oracle by 626.1% during the 3rd quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider's stock worth $3,245,000 after purchasing an additional 9,948 shares in the last quarter. Private Wealth Asset Management LLC raised its holdings in Oracle by 9.2% during the 2nd quarter. Private Wealth Asset Management LLC now owns 3,817 shares of the enterprise software provider's stock worth $835,000 after buying an additional 321 shares during the period. Soltis Investment Advisors LLC lifted its stake in Oracle by 4.8% in the second quarter. Soltis Investment Advisors LLC now owns 32,937 shares of the enterprise software provider's stock valued at $7,201,000 after buying an additional 1,515 shares in the last quarter. Finally, Cascade Investment Group Inc. acquired a new position in shares of Oracle in the second quarter valued at approximately $239,000. Institutional i...

VV Shots/iStock Editorial via Getty Images Wow! That whiplash on the stock of Microsoft Corporation ( MSFT ), which saw a historic selloff that was matched only by the throes of the COVID pandemic in March 2020 in a single day that wiped out almost $360B in market cap, culminated in a decline just under 10%. Software investors had nowhere to hide as the leader of the category faced intense scrutiny on its business model, despite posting what I thought were still very reasonable numbers for Microsoft's fiscal second quarter earnings release. The narrative of software disbelief has deepened, pushing more doubters out of the exit door, which now also includes Microsoft. ServiceNow's recent earnings scorecard ( NOW ) also saw intense scrutiny as the market questions whether the business/enterprise software company might have to engage more aggressively with M&A deals to spruce up its business model. The introspection on whether the current SaaS model could still be relevant in the AI age has percolated into what I have always thought is a relatively safe bet, given how deeply entrenched Microsoft's product suites are in companies worldwide. Therefore, shouldn't investors be more fascinated with the opportunity for TAM expansion for Microsoft's AI stack, as they team up with more AI companies beyond OpenAI ( OPENAI )? However, Davos 2026 has also reminded us that the AI rhetoric now has moved from potential to seeing "real" returns. That narrative suggests that AI will now be judiciously assessed in delivering meaningful and material gains for Microsoft and peers, and not solely ask investors to give the technologists more time for the monetization themes to work out. Based on the unrelenting pressure that has even buffeted MSFT, the harsh reality suggests even CEO Satya Nadella and his team now need to prove that AI gains aren't just "hypothetical." Back in my previous Microsoft writeup , I indicated that Microsoft's deep integration with OpenAI should help it maintain ...

VV Shots/iStock Editorial via Getty Images Wow! That whiplash on the stock of Microsoft Corporation ( MSFT ), which saw a historic selloff that was matched only by the throes of the COVID pandemic in March 2020 in a single day that wiped out almost $360B in market cap, culminated in a decline just under 10%. Software investors had nowhere to hide as the leader of the category faced intense scrutiny on its business model, despite posting what I thought were still very reasonable numbers for Microsoft's fiscal second quarter earnings release. The narrative of software disbelief has deepened, pushing more doubters out of the exit door, which now also includes Microsoft. ServiceNow's recent earnings scorecard ( NOW ) also saw intense scrutiny as the market questions whether the business/enterprise software company might have to engage more aggressively with M&A deals to spruce up its business model. The introspection on whether the current SaaS model could still be relevant in the AI age has percolated into what I have always thought is a relatively safe bet, given how deeply entrenched Microsoft's product suites are in companies worldwide. Therefore, shouldn't investors be more fascinated with the opportunity for TAM expansion for Microsoft's AI stack, as they team up with more AI companies beyond OpenAI ( OPENAI )? However, Davos 2026 has also reminded us that the AI rhetoric now has moved from potential to seeing "real" returns. That narrative suggests that AI will now be judiciously assessed in delivering meaningful and material gains for Microsoft and peers, and not solely ask investors to give the technologists more time for the monetization themes to work out. Based on the unrelenting pressure that has even buffeted MSFT, the harsh reality suggests even CEO Satya Nadella and his team now need to prove that AI gains aren't just "hypothetical." Back in my previous Microsoft writeup , I indicated that Microsoft's deep integration with OpenAI should help it maintain ...

(RTTNews) - Tonix Pharmaceuticals Holding Corp. (TNXP) on Friday said it presented positive results from the Phase 3 RESILIENT study of TONMYA for fibromyalgia at the 2026 Non-Opioid Pain Therapeutics Summit on January 29 in Boston. The study showed that fibromyalgia patients treated with sublingual TONMYA at bedtime achieved a statistically significant reduction in weekly average pain scores at Week 14 versus placebo, along with improvements in other symptoms including sleep disturbance and fatigue. TONMYA was well tolerated, with minimal impact on weight and blood pressure. TONMYA was approved in August 2025, by the FDA for the treatment of fibromyalgia in adults. "TONMYA'S sublingual formulation largely bypasses first-pass hepatic metabolism, which reduces formation of norcyclobenzaprine, the persistent active metabolite that we believe otherwise interferes with the duration of the treatment effect," said Chief Medical Officer, Gregory Sullivan. Tonix shares closed down 0.38% at $18.22 on Thursday. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.