S&P 500 (SNPINDEX:^GSPC) slipped 0.01% to 6,978.03 today in muted post-Fed trading. The Nasdaq Composite (NASDAQINDEX:^IXIC) rose 0.17% to 23,857.45 near record territory, and Dow Jones Industrial Average (DJINDICES:^DJI) inched up 0.02% to 49,015.60. Market movers Earnings disappointment hit industrials as water solutions and software company Badger Meter (NYSE:BMI) dropped 11.00% to $146.32 after a revenue miss. Megacap earnings are in the spotlight, with results from Meta (NASDAQ:META), Microsoft (NASDAQ:MSFT), and Tesla (NASDAQ:TSLA) today. Tesla reported after market close, beating estimates but with a decline in revenues. Meanwhile RBC reiterated its “Outperform” rating on Intuit (NASDAQ:INTU), suggesting its recent pullback could be a buying opportunity. C3.ai (NYSE:AI) rose 4.21% to $13.13 on merger headlines. What this means for investors As expected, the Federal Reserve did not cut interest rates today, holding the benchmark at a range of 3.5%-3.75%. Speaking after the decision, Fed Chair Jerome Powell pointed to an improving economic outlook and a stabilizing unemployment rate. CME FedWatch now estimates there will be two rate cuts this year, with analysts leaning toward a first cut in June. Nasdaq rose slightly ahead of this week’s artificial intelligence (AI) and megacap earnings. Meta surged in after-hours trading after beating analyst expectations. Microsoft slipped in spite of better-than-expected results, potentially because of investor concerns about high AI spending. Apple (NASDAQ:AAPL) will report tomorrow. Results from top tech companies will give investors a better understanding of how the AI market is developing, particularly as fears of elevated prices spark talk of a 2026 correction. Where to invest $1,000 right now When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor’s total average return is 950%* — a market-crushing outperformance compared to 197% for the S&P 500. They just revealed what they believe are t...

At Davos, the Tesla CEO described self-driving vehicles as 'essentially a solved problem,' a comment that analysts take skeptically (Fabrice COFFRINI) · Fabrice COFFRINI/AFP/AFP Tesla reported a 61-percent drop in fourth-quarter profits on Wednesday due to lower auto sales and increased expenses as CEO Elon Musk ramps up technology investments. The results conclude a turbulent year for the electric vehicle maker that included a controversial Musk stint in Donald Trump's White House and a shareholder vote in November to award the outspoken CEO a pay package worth as much as $1 trillion in anticipation of massive technology breakthroughs at Tesla. Profits came in at $840 million in the quarter ending December 31, down from $2.1 billion a year earlier. Revenues were $24.9 billion, down 3.1 percent. Lower profits had been expected after Tesla reported a drop in fourth-quarter and full-year auto deliveries early in January. But a company presentation also cited a litany of other factors. These included higher restructuring costs, increased research and development funding for AI pursuits, the drag from higher tariffs and a decline in revenues tied to emission tax credits following Trump's reversals on US environmental policies. Tesla's outlook did not include a projection for its expected 2026 auto sales. In its January 2025 earnings release, Tesla said it expected a "return to growth" in vehicle sales. But Tesla's 2025 auto sales fell nine percent to 1.6 million. That decline came as Tesla faced increased competition from rivals, including China's BYD, and as Musk faced blowback over his embrace of Trump and far-right political figures. This time, Tesla said it was focused on "maximum capacity utilization" at factories, adding that total deliveries would depend on "aggregate demand for our products" and other factors. - Unrealistic timing? - Shares of Tesla rose sharply in the second half of 2025 after Musk left the White House in spite of weaker financial results that ...

Republicans in the United States increasingly oppose friendly cooperation with China, according to a new survey released on Wednesday, marking a major break with past decades. The report titled “The Growing Partisan Divide on US Foreign Policy”, published by the Chicago Council on Global Affairs and drawing on 50 years of comparative data, found that respondents in the increasingly partisan US are sharply split on how Washington should deal with Beijing. Bipartisan agreement on the topic has sharply declined, the analysis found, with a 16-point gap now separating Republicans and Democrats when asked to rate their feelings toward China , the largest in half a century. Advertisement However, there has also been a softening in opinions toward China, 53 per cent of Americans want friendly cooperation – although heavily tilted toward Democrats and Independents, up from 40 per cent in 2024. “This is the first time since 2019 that a majority of Americans have preferred a policy of cooperation and engagement with China,” said Dina Smeltz, the council’s managing director of public opinion and foreign policy. “This shift is primarily driven by Democrats’ change in opinion.” 01:41 China rebukes US for causing ‘unnecessary panic’ with remarks on rare earth controls China rebukes US for causing ‘unnecessary panic’ with remarks on rare earth controls In addition, respondents were asked questions about friendly cooperation and engagement with China, as well as about viewing the country as a critical threat to the US.

鉴于美元因总统唐纳德·特朗普的政策持续承压，加拿大最大的一家机构投资者将瑞士法郎、日元和黄金当成了它潜在的替代品。 安大略省投资管理公司周三在其年度世界观报告中称，特朗普去年4月2日宣布全面征收关税后美国国债收益率上升，但美元仍出现下跌，这可能表明投资者不再将其视为避险货币。 这家退休基金管理公司还称，美元近期的表现夯实了美国可能不再是稳定合作伙伴的这一信息。 “美国加速应对全球失衡的努力，加上特朗普难以预测且非常规的做法，可能推 高通 胀和债券收益率的同时，会在未来几年对美元形成压力，” 该公司在这份报告中说。 安大略省投资管理公司一位发言人表示，该文件并不一定表明该基金正对货币敞口采取的行动。 特朗普周二表示他认为美元并未过度贬值，加剧了美元将长期下跌的观点。美国财政部长斯科特·贝森特周三在接受CNBC采访时淡化了可能考虑入市抛售美元、买入日元的揣测，重申长期奉行“强势美元政策”。美元由此受到提振。 一些资金管理机构已经另寻避风港。 不久前，AkademikerPension和Alecta等欧洲养老金管理机构表示，出于对特朗普政策造成不容忽视的巨大信用风险的担心，它们正在减持美国国债。 安大略省投资管理公司代表公共部门工作人员、政府机构和学校管理着约860亿加元（合635亿美元）的资产。该公司表示，除了关注其它货币外，投资者还可以考虑人工智能和能源相关基础设施等战略重要领域的实物资产。 责任编辑：丁文武

Is Polkadot ready for the web3 era? For a blockchain that once ranked among the top 10 cryptocurrencies by market cap, Polkadot (DOT +0.03%) has spent the past couple of years flying under the radar. That's not necessarily a bad thing. While speculative frenzies have come and gone, Polkadot's developers have kept their heads down, shipping upgrades and refining the protocol's core infrastructure. No ridiculous rallies. Just... code commits. Thousands upon thousands of code commits. Sounds boring, right? Maybe. But boring has a funny way of winning in the long run. The Polkadot community has been building a powerful app platform for the web3 world, which should pay off as the web3 revolution gains momentum. This isn't a story about hype. It's about whether Polkadot can polka its way from "promising infrastructure" to "actual adoption" before the accordion music stops. So let's connect the dots and see where this blockchain could realistically land by 2029. Quiet progress, loud potential While crypto Twitter (sorry, I mean X) debates meme coins, Polkadot's developers have been doing something old-fashioned: They are improving the product. A network upgrade in January 2026 made transactions faster and opened the door to Polkadot-native apps like those in the Ethereum or Solana ecosystems. New developer tools rolled out. The commit count keeps climbing, signaling healthy activity among Polkadot's app developers. It's not exactly the stuff of breathless headlines. But all this work is aimed at a future that hasn't fully arrived yet. Web3 is the vision of a decentralized internet, where users control their own data, identity, and assets. So far, it is still more promise than reality. As the official coin of the Web3 Foundation, Polkadot is betting that when it does arrive, the platforms with the strongest foundations will win. If that bet pays off, long-term holders should be rewarded for their patience with a largely skeptical market. Why now? Let's zoom out for a second...

Image source: The Motley Fool. Wednesday, January 28, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Scott Adelson Chief Financial Officer — Lindsey Alley Managing Director — Christopher Crain Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- $717 million in the third quarter of fiscal year 2026, representing a 13% increase year over year. -- $717 million in the third quarter of fiscal year 2026, representing a 13% increase year over year. Adjusted EPS -- $1.94 in the third quarter of fiscal year 2026, an 18% increase year over year. -- $1.94 in the third quarter of fiscal year 2026, an 18% increase year over year. Corporate Finance Revenue -- $474 million in the third quarter of fiscal year 2026, up 12% with 177 closed transactions, an increase from 170 the prior year, and higher average transaction fees. -- $474 million in the third quarter of fiscal year 2026, up 12% with 177 closed transactions, an increase from 170 the prior year, and higher average transaction fees. Financial Restructuring Revenue -- $156 million in the third quarter of fiscal year 2026, up 19% year over year; 41 transactions closed, in line with the previous year, with an increased average transaction fee. -- $156 million in the third quarter of fiscal year 2026, up 19% year over year; 41 transactions closed, in line with the previous year, with an increased average transaction fee. Financial and Valuation Advisory Revenue -- $87 million, up 6% year over year, with 1,103 fee events, a 10% increase over the prior year. -- $87 million, up 6% year over year, with 1,103 fee events, a 10% increase over the prior year. Adjusted Compensation Expense -- $441 million with a 61.5% ratio, flat year over year; the only adjustment was $18 million for deferred retention payments from acquisitions. -- $441 million with a 61.5% ratio, flat year over year; the only adjustment was $18 million for deferred retention payments from acquisitions. Adjusted No...

In Brief For the last several months, nuclear startups have been raising large sums of money — well over $1 billion so far. Data centers and their thirst for electricity has been one driving force. But recent changes to federal nuclear safety policies could be another accelerant that helps clear the way for speedy reactor development and at a potential cost to human and environmental health. The Trump administration has quietly changed how the Department of Energy oversees the safety and security of nuclear power plants built on its properties, according to a report from NPR. About a third of the rulebook has been axed, and several sections have been heavily revised. Previous requirements, including those aimed at limiting groundwater and environmental contamination, are now suggestions, and workers can be exposed to higher doses of radiation. Plant security protocols are now largely up to the company. The new rules were developed without public comment or notice, according to NPR. They only apply to reactors built on DOE property; those built elsewhere are still subject to Nuclear Regulatory Commission oversight. Several startups are developing demonstration reactors on DOE property in the hopes of hitting a Trump administration deadline of July 4, 2026.

These days, one could paraphrase an old joke from the communist era: artificial intelligence is everywhere, and you’re almost afraid to open a can of food in case you find it there as well. Now AI jumps out at you if you own a Radeon GPU. AMD has long been criticized for lagging behind Nvidia in artificial intelligence, and it is responding with a new “AI Bundle” that introduced into the graphics card drivers. This is an optional add-on that can be installed together with Radeon GPU drivers, called AI Bundle, and it was released last week alongside the new AMD Software Adrenalin Edition 26.1.1 drivers. It contains various preconfigured applications for using artificial intelligence models on a PC with a Radeon graphics card and/or an AMD processor—for example, tools for image and video clip generation, as well as language models. These are local AI applications, where the model runs on your own device (meaning it must be downloaded and stored locally, which causes the bundle to take up a significant amount of space) and everything remains private. Unlike using online services such as ChatGPT, Gemini, or Bing and Copilot, where all your prompts and tasks are sent to the provider’s servers—giving them a glimpse (and opportunity to record) of your darkest and/or most embarrassing ideas. The reason AMD is doing this is that, until recently, running AI applications was not particularly easy. This even applied to Nvidia graphics cards, where many tools required extensive installations of development environments and SDKs, command-line usage, and similar tasks—something on the level of compiling software projects. This is also why AI was more at home in Linux environment than Windows, where users expect finished, “fully baked” applications ready for use. And in the case of AMD GPUs, accessibility was always even more difficult and problematic, because support of the ROCm compute environment on AMD GPUs under Windows was weak for a long time, if it existed at all. AMD has r...

Solskin/DigitalVision via Getty Images Healthcare stocks have come on strong since last August. What's more, low-quality, high-risk biotech names have helped support the global equity rally ever since the low last April. Cathie Wood’s ARK Genomic Revolution ETF ( ARKG ) has, not surprisingly, outperformed both the large-cap-dominated Health Care Select Sector ETF ( XLV ) and the S&P 500 ETF ( SPY ) in the last year. Shares broke out from a long-term downtrend since my previous analysis on ARKG. I had a "B uy" rating on the fund back in July , and it returned an impressive 23%, beating the S&P 500 by more than 12 percentage points. Today, despite a questionable valuation, I reiterate a "B uy" rating. I assert that its relative strength and technical situation support higher prices through 2026. ARKG Outperforming XLV, SPY YoY Stockcharts.com According to the issuer , ARKG is an actively managed ETF that seeks long-term growth of capital by investing under normal circumstances primarily (at least 80% of its assets) in domestic and foreign equity securities of companies primarily in the Healthcare sector that are relevant to the fund's investment theme of the genomics revolution. Companies in ARKG are focused on extending and enhancing the quality of human and other life by incorporating technological and scientific developments, including genomics, into their businesses. ARKG has grown since the beginning of last year’s third quarter, now housing $1.37 billion in assets under management as of Jan. 27, 2026. That's up from $1.13 billion last time. The annual expense ratio is high at 75 basis points, while there is no trailing 12-month dividend yield . Share-price momentum has been strong, however, earning the product a B ETF grade in that category by Seeking Alpha’s quantitative scoring system. ARKG is highly risky , though, considering its concentrated portfolio and niche-industry exposure. The historical realized standard deviation is high, and we have seen significa...

Key Points UPS has one of the highest dividend yields in the S&P 500. It generated just enough cash to cover its payout last year. The company expects to continue paying its hefty dividend in 2026. 10 stocks we like better than United Parcel Service › At over 6%, UPS (NYSE: UPS) has one of the highest dividend yields in the S&P 500, where the average is below 2%. A high-yielding payout is often a warning sign of potential sustainability issues. While UPS is experiencing some headwinds, the logistics giant expects to continue delivering its high-yielding dividend to shareholders. Here's a look at what drives its view. 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 » Ending on a high note UPS recently reported its fourth-quarter and full-year financial results. The company generated $24.5 billion in revenue in the fourth quarter, just ahead of analysts' expectations. Meanwhile, its adjusted earnings of $2.38 per share beat the consensus estimate of $2.20 per share. Those results pushed the company's full-year revenue to $88.7 billion, while its adjusted earnings per share were $7.16. However, UPS' revenue is still well below the $100 billion it reported in 2022. The company's financial results have been under pressure in recent years due to global trade issues and its decision to reduce its reliance on its top customer, Amazon. These issues led the company to focus on reducing costs and growing revenue from higher-margin sources. It made significant progress last year by closing facilities, reducing its workforce, and expanding its healthcare logistics capabilities. That enabled the company to steadily improve its free cash flow. It generated $8.5 billion in cash from operations last year and $5.5 billion in adjusted free cash flow. It paid $5.4 billion in dividends and completed $1 billion in share repurchases. UPS used its strong balance sheet to cover the shortfall. Hitting an inf...

MICROSOFT ($MSFT) posted quarterly earnings results for Q2 2026 on Wednesday, January 28th. The company reported earnings of $4.14 per share, beating estimates of $4.05 by $0.09. The company also reported revenue of $81,273,000,000, missing estimates of $81,871,502,182 by $-598,502,182. You can see Quiver Quantitative's $MSFT stock page to track data on insider trading, hedge fund activity, congressional trading, and more. Receive $MSFT Data Alerts Sign Up MICROSOFT Insider Trading Activity MICROSOFT insiders have traded $MSFT stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales. Here’s a breakdown of recent trading of $MSFT stock by insiders over the last 6 months: SATYA NADELLA (Chief Executive Officer) has made 0 purchases and 6 sales selling 149,205 shares for an estimated $75,315,120 . . BRADFORD L SMITH (Vice Chair and President) has made 0 purchases and 2 sales selling 38,500 shares for an estimated $19,967,707 . . JUDSON ALTHOFF (CEO Microsoft Commercial) sold 12,750 shares for an estimated $6,266,829 TAKESHI NUMOTO (EVP, Chief Marketing Officer) has made 0 purchases and 3 sales selling 7,700 shares for an estimated $3,921,858. To track insider transactions, check out Quiver Quantitative's insider trading dashboard. MICROSOFT Hedge Fund Activity We have seen 2,677 institutional investors add shares of MICROSOFT stock to their portfolio, and 2,673 decrease their positions in their most recent quarter. Here are some of the largest recent moves: To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. MICROSOFT Government Contracts We have seen $382,496,160 of award payments to $MSFT over the last year. Here are some of the awards which we have have seen pay out the most over the last year: To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. MICROSOFT Congressional Stock Trading ...

is transportation editor with 10+ years of experience who covers EVs, public transportation, and aviation. His work has appeared in The New York Daily News and City & State. Posts from this author will be added to your daily email digest and your homepage feed. Tesla will discontinue the Model S and Model X in the second quarter of 2026, Elon Musk said in an earnings call with investors today. Musk said the reasons for cancelling the vehicle programs was to make room at Tesla’s Fremont factory for production of its Optimus humanoid robot. The Model S is Tesla’s luxury sedan, first released in 2012, while the Model X was its SUV with gull-wing doors, introduced in 2015. Sales of both vehicles has been declining steadily, as the company shifted focus to its mass-market Model 3 and Model Y. Tesla Model X Image: Tesla In 2025, Tesla sold 50,850 “other models,” a category that includes Model S, Model X, and Cybertruck. That represented a 40.2 percent decrease in sales, year over year. Musk has been attempting to transform Tesla from an automotive company to one that makes self-driving cars and humanoid robots. The transition has been rocky, with Tesla reporting a 61 percent decrease in profits in the fourth quarter. Developing…

专题：美联储周三料将按兵不动 市场关注鲍威尔会后表态 当地时间1月28日，美联储最新的联邦公开市场委员会（FOMC）货币政策会议纪要显示，美联储决定将联邦基金利率目标区间继续维持在3.5%至3.75%之间，投票结果为10比2，理事克里斯托弗·沃勒和斯蒂芬·米兰投下反对票，主张降息25个基点。 美联储在连续三次降息后按下了宽松政策的暂停键。此次决定依然遭遇异议，除了自进入决策层以来一直投下反对票的斯蒂芬·米兰外，跻身总统唐纳德·特朗普考虑的新主席最终名单的理事克里斯托弗·沃勒也主张继续下调利率。 在会后声明中，政策制定者表示“就业增长保持低位，失业率显现出一些企稳迹象”。官员们还删除了前三份声明中出现的关于就业下行风险增加的表述。尽管特朗普政府不断施压，但央行提高对劳动力市场的评估可能会抑制市场对近期降息的预期。在会议开始前，投资者认为至少在6月之前不太可能再次降息。 主席杰罗姆·鲍威尔在随后的记者会上对经济前景做出了略为乐观的评估，指出上次议息会议以来的数据显示增长明显改善，而走软的劳动力市场可能正企稳。被问及最近成为关注焦点的汇率时，他说没有看到表明投资者在对冲美元风险的数据。 此外，他并未对备受关注的政治议题作出实质性回应，但表示美联储理事Lisa Cook遭遇的官司可能是美联储历史上最重大的案件。他还建议，下一届美联储主席应远离民选政治。 美联储决议全文：美联储按兵不动 2位委员投反对票（ 点击查看原文 ） 本次声明中，美联储对美国经济前景的表述较去年12月会议有所调整： 美联储对经济活动的表述从上个月的“温和速度扩张”，改为以“稳固的速度扩张”。 劳动力市场方面，美联储新增表述为“就业增长仍然缓慢”，修改了此前“就业增长放缓”的表述。美联储最新表示，“失业率已显现出一定的企稳迹象”，删除了上个月“失业率截至9月有所上升、更多的近期指标与这些变化一致”的表述。 由于对劳动力市场的评价较上个月更乐观，美联储最新删除了“判断就业下行风险最近几个月有所上升”、“考虑到风险平衡的变化”表述。 美联储最新称，“通胀依然略高”，上个月的表述为“通胀较年初水平有所上升”。通胀表述变化不大。 （ 点击查看原文 ） 鲍威尔发布会： 预计美国经济未来一年将出现“明显改善” 鲍威尔表示，加息并非任何人对下一步行动的基本假设。 美联储主席鲍威尔在记者会上强调，预计美国经济未来一年将出...

In a stunning announcement during Tesla’s Q4 2025 earnings call, CEO Elon Musk revealed the company will end production of the Model S and Model X next quarter, bringing the curtain down on the vehicles that launched Tesla into the luxury EV market over a decade ago. “It’s time to basically bring the Model S ... Tesla Ending Model X and Y Production

Tesla Axes Model S and X for Optimus Robot Surge at Fremont WebProNews

格隆汇1月29日｜FOMC声明： 1. 利率决议：将基准利率维持在3.50%-3.75%不变，暂停了自去年9月以来的连续三次降息步伐。 2. 投票分歧：以10-2的投票比例通过利率决定，理事米兰、沃勒支持降息25个基点。 3. 利率前景：声明未就下一次降息的时间释放信号。重申依据数据、经济前景及风险对利率进行评估。 4. 经济前景：上调对经济活动的评估，称其以“稳健”速度扩张；经济前景的不确定性依然高企。 5. 就业市场：删除了有关就业下行风险已上升的表述；就业市场已显现出一些企稳迹象。 6. 通胀情况：通胀仍略显偏高。 鲍威尔发布会： 1. 利率前景：利率处于中性区间上端；政策没有预定路线，用数据说话；如果关税通胀触顶后回落，将表明可以放松政策；加息并非任何人的基本假设。非票委也广泛支持本次利率决定。 2. 经济前景：美国经济根基稳固；经济活动前景已明显改善，经济总体而言比12月预测更为强劲。 3. 就业前景：劳动力市场在逐渐走软后可能正在趋于稳定；通胀和就业两者风险都已减弱。 4. 通胀前景：通胀仍略高于目标，12月核心PCE通胀可能上升3%；预计关税通胀今年年中见顶。 5. 政治表态：在敏感议题上守口如瓶；尚未决定美联储主席任期结束后的计划；建议下任主席远离政治。 6. 其他方面：住房市场仍疲弱；未见数据表明投资者在对冲美元风险；未从金价上涨中解读出太多宏观信息。 7. 最新预期：整体降息预期略微受挫，基本维持定价今年全年降息46BP、6月降息可能性为60%的水平。 8. 市场反应：声明公布至鲍威尔讲话期间，现货金银整体先下跌后冲高，美元则相反，其中黄金刷新历史新高，波幅超60美元；美债收益率与美股小幅波动。

Samsung Electronics Co. ’s chip unit blew past expectations with a more than five-fold profit gain in the December quarter, boosted by an artificial intelligence boom, and announced a $2.5 billion buyback. The company’s semiconductor arm reported a three-month operating profit of 16.4 trillion won ($11.4 billion), compared with analysts’ average projection of 10.85 trillion won. Its overall net income came to 19.29 trillion won, compared with estimates of 15.1 trillion won. Samsung said it would buy back 3.57 trillion won worth of its shares. Samsung’s shares more than doubled in value in 2025 and surged about 35% this month, reflecting hopes for a blowout year as prices of memory chips climbed faster than anticipated. The growth is a reflection of the speed in which the industry’s balance has shifted as hyperscalers pour hundreds of billions of dollars into AI infrastructure. Voracious appetite for AI memory is outstripping global supply, creating a windfall for industry leaders like Samsung and SK Hynix Inc. But that demand has caused shortages of conventional DRAM and NAND used in personal computers and smartphones. Read More: Samsung, SK Hynix Results to Showcase Fight for AI Memory Crown Memory manufacturers are reallocating production lines toward lucrative high-bandwidth memory to satisfy the needs of AI data centers. Because HBM requires about three times the wafer capacity of standard DRAM for the same amount of memory, this shift has reduced supply for the consumer electronics industry. That’s threatening double-digit price hikes for PC makers and smaller electronics companies. Attention is on Samsung’s bid to narrow the gap with SK Hynix with next-generation HBM4, which is set to be integrated with Nvidia Corp. ’s upcoming flagship Rubin processors. Samsung is close to obtaining certification from Nvidia for the latest version of its AI memory chip. “SK Hynix currently leads in HBM technology, while Samsung is working hard to close the gap,” said Young Ja...

AI for investors MLQ.ai

Perry Spring/iStock via Getty Images AstraZeneca ( AZN ) has signed a master research collaboration agreement with the University of Virginia designed to accelerate pre-clinical research. The partnership will " enhance the pace of discovery and translational research in areas spanning oncology, immunology, cardiovascular, metabolism and infectious disease research," according to UVA. The first program under the agreement will be to conduct preclinical research for C. difficile . UVA will also leverage its capabilities in high-throughput screening, advanced imaging, computational modeling, and biostatistics. In October 2025, AstraZeneca said it would invest several billion dollars on a new manufacturing plant near Charlottesville, Va., where UVA is located. More on AstraZeneca 44th Annual J.P. Morgan Healthcare Conference AstraZeneca PLC (AZN) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript AstraZeneca: Oncology Dominance Justifies New All-Time Highs TrumpRx expected to launch on Friday: report U.K.'s Starmer heads to China as countries seek trade alternatives

Microsoft and OpenAI may have a notoriously rocky relationship but as OpenAI experiences never-before-seen revenue growth, Microsoft, one of its major investors, is benefiting greatly. When the software giant reported its latest quarterly earnings on Wednesday, it dropped this rather large nugget in: Its net income increased by $7.6 billion from its investment in OpenAI. OpenAI reportedly has a 20% revenue share agreement with Microsoft (though neither company has ever publicly confirmed that). The software giant has invested more than $13 billion in the AI lab, which is currently looking to raise additional funding at a valuation between $750 billion and $830 billion, Bloomberg reported. In September, Microsoft and OpenAI renegotiated some of the terms of their deal when OpenAI restructured into public benefit corporation. As part of that deal, OpenAI agreed to buy another $250 billion of Azure services. That commitment shows on Microsoft’s books as “commercial remaining performance obligations,” or contracts that Microsoft has that have not yet been paid out. Those obligations lept to $625 billion from $392 billion in the previous quarter. Microsoft said that 45% of that is from OpenAI. Anthropic got a shout out in the quarterly earnings, too, in helping boost Microsoft’s anticipated future revenue in the form of commercial bookings, which grew 230%. In November, Microsoft announced that it was investing $5 billion into Anthropic and the AI lab had signed up for $30 billion of Azure compute capacity, with intent to buy more later. But Microsoft is also spending big to feed the AI machine. It spent $37.5 billion in the quarter on capital expenditures, two-thirds of which were for what Microsoft called “short-lived” assets: primarily the GPUs and CPUs for its cloud Azure to serve AI. Techcrunch event Disrupt 2026 Tickets: One-time offer Tickets are live! Save up to $680 while these rates last, and be among the first 500 registrants to get 50% off your +1 pass. TechC...

Microsoft and OpenAI may have a notoriously rocky relationship but as OpenAI experiences never-before-seen revenue growth, Microsoft, one of its major investors, is benefiting greatly. When the software giant reported its latest quarterly earnings on Wednesday, it dropped this rather large nugget in: Its net income increased by $7.6 billion from its investment in OpenAI. OpenAI reportedly has a 20% revenue share agreement with Microsoft (though neither company has ever publicly confirmed that). The software giant has invested more than $13 billion in the AI lab, which is currently looking to raise additional funding at a valuation between $750 billion and $830 billion, Bloomberg reported. In September, Microsoft and OpenAI renegotiated some of the terms of their deal when OpenAI restructured into a public benefit corporation. As part of that deal, OpenAI agreed to buy another $250 billion of Azure services. That commitment shows on Microsoft’s books as “commercial remaining performance obligations,” or contracts that Microsoft has that have not yet been paid out. Those obligations leaped to $625 billion from $392 billion in the previous quarter. Microsoft said that 45% of that is from OpenAI. Anthropic got a shout-out in the quarterly earnings, too, in helping boost Microsoft’s anticipated future revenue in the form of commercial bookings, which grew 230%. In November, Microsoft announced that it was investing $5 billion into Anthropic and the AI lab had signed up for $30 billion of Azure compute capacity, with intent to buy more later. But Microsoft is also spending big to feed the AI machine. It spent $37.5 billion in the quarter on capital expenditures, two-thirds of which were for what Microsoft called “short-lived” assets: primarily the GPUs and CPUs for its cloud Azure to serve AI. The company reported $81.3 billion billion in revenue (Wall Street analysts expected $80.27 billion, so that’s a solid beat), up 17% over the year ago period. Its Microsoft Cloud re...

Microsoft and OpenAI may have a notoriously rocky relationship but as OpenAI experiences never-before-seen revenue growth, Microsoft, one of its major investors, is benefiting greatly. When the software giant reported its latest quarterly earnings on Wednesday, it dropped this rather large nugget in: Its net income increased by $7.6 billion from its investment in OpenAI. OpenAI reportedly has a 20% revenue share agreement with Microsoft (though neither company has ever publicly confirmed that). The software giant has invested more than $13 billion in the AI lab, which is currently looking to raise additional funding at a valuation between $750 billion and $830 billion, Bloomberg reported. In September, Microsoft and OpenAI renegotiated some of the terms of their deal when OpenAI restructured into a public benefit corporation. As part of that deal, OpenAI agreed to buy another $250 billion of Azure services. That commitment shows on Microsoft’s books as “commercial remaining performance obligations,” or contracts that Microsoft has that have not yet been paid out. Those obligations leaped to $625 billion from $392 billion in the previous quarter. Microsoft said that 45% of that is from OpenAI. Anthropic got a shout-out in the quarterly earnings, too, in helping boost Microsoft’s anticipated future revenue in the form of commercial bookings, which grew 230%. In November, Microsoft announced that it was investing $5 billion into Anthropic and the AI lab had signed up for $30 billion of Azure compute capacity, with intent to buy more later. But Microsoft is also spending big to feed the AI machine. It spent $37.5 billion in the quarter on capital expenditures, two-thirds of which were for what Microsoft called “short-lived” assets: primarily the GPUs and CPUs for its cloud Azure to serve AI. The company reported $81.3 billion in revenue (Wall Street analysts expected $80.27 billion, so that’s a solid beat), up 17% over the year-ago period. Its Microsoft Cloud revenue hi...

Ceri Breeze/iStock Editorial via Getty Images Overview of the iShares 0-3 Month Treasury Bond ETF One of the safest holdings in capital markets is represented by U.S. Treasury Bills with very short maturities. While some might say bank CDs are also safe, kindly remember that there is a $250,000 limit in terms of FDIC insurance. The iShares 0-3 Month Treasury Bond ETF ( SGOV ) is one of the go-to funds in terms of obtaining short term treasuries exposure, and in today's article we are going to show you want the fund does, the structural and liquidity aspects which make it a great ETF, as well as the capital markets reasons to own such a name. Where to park your cash? Investors that run a cash surplus when it comes to a portfolio, often wander how to best make use of that amount. We advocate keeping all the assets in one brokerage account, rather than using external options to get yield (we are going to talk about non-brokerage CDs as well as U.S. Savings Bonds). U.S. Savings Bonds These are less known instruments that can be accessed via the TreasuryDirect website . They are historically geared towards retail investors, with as little as $25 needed to access them. Historically, U.S. Treasuries were geared towards banks and financial institutions, and one needed at least $10,000 to purchase them. There are two types of savings bonds that can be obtained currently: US Savings Bonds (Treasury) One can currently choose between the 'EE Bonds' and the 'I Bonds', but please note there is a $10,000 limit per calendar year in terms of maximum amount. The offered rate on the 'I Bonds' is slightly higher than what treasury bills currently offer on very short dated tenors. Bank certificate of deposit ('CD') An investor can purchase CDs both through a brokerage account, and externally through the financial institution directly. In fact, most CDs are sold directly by financial institutions and not available through a brokerage. We favor brokerage account CDs since it is better for...

By Hyunjoo Jin and Heekyong Yang SEOUL, Jan 29 (Reuters) - Samsung Electronics forecast a worsening chip shortage this year driven by the AI boom, with strong memory demand benefitting its mainstay chip business but creating headwinds for its other units like smartphones and displays. Samsung on Thursday said its operating profit more ​than tripled to a record high in the fourth quarter, underscoring the strong pricing power of the world's top memory chipmaker, as the race to build ‌artificial intelligence strains chip supply and boosts prices. However, it warned surging memory chip prices are raising costs in its smartphone and display businesses, which count Apple and Samsung as customers, sending its shares down 1.2% after a ‌sharp rally this year. "A significant shortage of memory products across the board is expected to continue for the time being," Kim Jaejune, a Samsung memory chip business executive, told analysts on its post-earnings call. Kim expected any expansion of supply to be limited in 2026 and 2027 while AI-related demand remains strong. Samsung posted 20 trillion won ($13.98 billion) in operating profit for the October to December period, in line with its estimate and up from 6.49 trillion won a year earlier. The South Korean company's revenue rose 24% to 93.8 trillion won in the quarter from a year ⁠earlier. Operating profit at Samsung's chip business, its main cash cow, ‌surged 470% to a record high 16.4 trillion won in the fourth quarter from a year earlier, making up over 80% of its total profit. In contrast, its mobile profit declined by 10% to 1.9 trillion won, squeezed by surging chip prices. “Memory price increases are expected to accelerate ‍this quarter and are likely to give surprise earnings, while the memory cost burden will intensify on its mobile business,” said Sohn In-joon, an analyst at Heungkuk Securities. He expects Samsung’s profit to surge five-fold to around 35 trillion won in the current quarter from a year earlier. MOBILES ...

Berk Ucak/iStock via Getty Images Anyone who has followed us knows that we cover the mREIT sector. While mortgage REITs carry relatively high risk, we also cover the preferred shares in the sector. Preferred shares offer investors a great way to buy into the sector at materially less risk. One of the perks of preferred shares in this space is that they have a relatively high dividend yield. Dynex Capital ( DX ) Preferred Share We find that DX-C ( DX.PR.C ) offers a fairly appealing dividend rate. The REIT Forum The stripped yield is currently 9.14% as of the time of writing this article. Investors should generally be looking at the stripped yield, as it takes dividend accrual into account. The current share price is a bit too high for this to be an attractive investment. The yield on the shares looks good because the shares are floating with a big spread. That being said, the biggest problem with these shares is that they are callable on 30 days’ notice. The REIT Forum In the case of DX-C, if shares were called, the total cash flow to shareholders would be about $0.60 to $0.65 less than the most recent share price. Call Risk When we think about investing in these preferred shares, call risk is something that we need to be very aware of. You don't want to assume that a call will happen when shares are cheap, because the call will generally never work in your favor. It will work against you. So we expect the call potential to create a limit on the share price. For DX-C, trading at a valuation where a call would create an immediate downside in excess of $0.60 is quite a large amount of call risk. It's normally pretty rare to see a share trade at a value where the total cash received would be more than $0.40 below the current share price in the event of a call. We typically refer to this value as the worst-cash-to-call. That's a quick way for investors to think about it, and it helps eliminate some of the issues where the yield-to-call can be a fairly absurd percentage....

Never miss an episode. Follow The Big Take daily podcast today. Not long ago, markets would have lurched if a president threatened to impose tariffs, attack a foreign nation or compromise Federal Reserve independence. Since Donald Trump’s return to office, though, traders have been buying on these threats and cashing in when they don’t come to pass. On today’s episode of the Big Take, Bloomberg Opinion’s John Authers and columnist Robert Armstrong of the Financial Times – who coined ‘Trump Always Chickens Out’ – join host David Gura to discuss the latest TACO trading statistics and what happens when financial markets have muted reactions to White House headlines. Listen and follow The Big Take on Apple Podcasts , Spotify or wherever you get your podcasts. Terminal clients: click here to subscribe. This episode was produced by: David Fox; Editors: Jeffrey Grocott; Fact-checker: Eleanor Harrison-Dengate and Rachael Lewis-Krisky; Sound Design/Engineer: Katie McMurran; Senior Producer: Naomi Shavin; Senior Editor: Elisabeth Ponsot; Deputy Executive Producer: Julia Weaver; Executive Producer: Nicole Beemsterboer.