格隆汇1月28日｜英特尔(INTC.US)大涨超10%，报48.33美元。今年迄今，英特尔已累计上涨超31%。 消息面上，据SEC文件，英特尔CFO David Zinsner于1月26日以每股42.5美元的价格购入价值249,985美元的英特尔股票，这是自2024年以来的首次内部人士买入。 此外，供应链人士透露，英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，英伟达在合作中采用...
格隆汇1月28日｜英特尔(INTC.US)大涨超10%，报48.33美元。今年迄今，英特尔已累计上涨超31%。 消息面上，据SEC文件，英特尔CFO David Zinsner于1月26日以每股42.5美元的价格购入价值249,985美元的英特尔股票，这是自2024年以来的首次内部人士买入。 此外，供应链人士透露，英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，英伟达在合作中采用“量少、低阶、非核心”的策略。GPU核心芯片仍由台积电代工，而I/O芯片则部分采用英特尔18A或预定2028年量产的14A制程，最后由英特尔EMIB进行先进封装。按先进封装比重计算，英特尔最高约占25%，台积电约占75%。(格隆汇)
Advertisement Why Oracle (ORCL) is on investors’ radar today Oracle (ORCL) is drawing attention after recent share price moves. The stock is down about 4% over the past week and 12% over the past month, while its 1-year total return stands at 7.7%. The recent 1-day share price return of -4.13% and 30-day share price return of -11.66% suggest momentum is fading in the short term, even though the 5-...
Advertisement Why Oracle (ORCL) is on investors’ radar today Oracle (ORCL) is drawing attention after recent share price moves. The stock is down about 4% over the past week and 12% over the past month, while its 1-year total return stands at 7.7%. The recent 1-day share price return of -4.13% and 30-day share price return of -11.66% suggest momentum is fading in the short term, even though the 5-year total shareholder return of 200.29% points to a very strong longer run for investors who stayed in. If Oracle’s recent pullback has you reassessing your tech exposure, it could be a good moment to scan for other software and AI names on your radar. Oracle’s recent pullback sits against annual revenue of US$61.0b, net income of US$15.4b and a mixed track record of returns. Is the current price a fresh entry point, or is the market already baking in future growth? Most Popular Narrative: 55.1% Undervalued At a last close of $174.90 versus a narrative fair value of $389.81, Oracle’s current price sits well below what this narrative implies, according to TickerTickle. The story of Oracle’s transformation is a narrative of strategic repositioning that has culminated in the company emerging as an indispensable infrastructure partner for the world’s most demanding Artificial Intelligence (AI) workloads. This strategic shift, defined by massive infrastructure investment, a landmark partnership with OpenAI, and the rise of colossal superclusters, has driven an unprecedented surge in its contract backlog, fundamentally reshaping Oracle’s long-term growth trajectory and competitive landscape. Curious how those mega AI contracts translate into that higher fair value? The narrative leans heavily on rapid cloud buildout, richer margins, and a future earnings profile more often associated with top tier platform leaders. Result: Fair Value of $389.81 (UNDERVALUED) However, that AI heavy story could be knocked off course if Oracle struggles to deliver new capacity fast enough or if hig...
Motti Sapir has upgraded Clover Health ( CLOV ) to a Buy, citing improving fundamentals and an underappreciated path to profitability. Meanwhile, Daniel Jones upgraded Kimberly-Clark ( KMB ) to a soft Buy as strategic transformation initiatives and the pending Kenvue acquisition strengthen its outlook. On the downgrade side, Dhierin Bechai has moved Tesla ( TSLA ) from Hold to Sell, pointing to pe...
Motti Sapir has upgraded Clover Health ( CLOV ) to a Buy, citing improving fundamentals and an underappreciated path to profitability. Meanwhile, Daniel Jones upgraded Kimberly-Clark ( KMB ) to a soft Buy as strategic transformation initiatives and the pending Kenvue acquisition strengthen its outlook. On the downgrade side, Dhierin Bechai has moved Tesla ( TSLA ) from Hold to Sell, pointing to persistent overvaluation and slow progress on autonomy targets. The Techie has also downgraded UnitedHealth Group ( UNH ) to Hold amid regulatory headwinds and margin compression concerns following a surprise Medicare Advantage rate proposal. Upgrades Clover Health Investments ( CLOV ): Upgrade Hold to Buy by Motti Sapir . The analyst believes the market has swung too negative on the stock, missing the clear turnaround coming in 2026 as older member cohorts become profitable. “I think CLOV finally looks like a real contrarian buy. Most investors are stuck on the recent losses and aren’t giving enough credit to the huge turnaround coming in 2026, or how steady the profits from older members will be. … I think the risk-reward now leans toward long-term buyers, as long as Clover delivers in the next year.” Kimberly-Clark ( KMB ): Upgrade Hold to soft Buy by Daniel Jones . The analyst highlights improving profitability metrics and attractive relative valuation, especially with potential synergies from the Kenvue acquisition. “From what I can see, the overall picture for shareholders of Kimberly-Clark is positive. Yes, revenue dropped recently. But organic revenue is up. Profits and cash flows are improving thanks to the initiatives that management has embarked on. … And while there is some risk associated with its purchase of Kenvue, even if synergies aren’t realized, the company is still relatively appealing.” Downgrades Tesla ( TSLA ): Downgrade Hold to Sell by Dhierin Bechai . The analyst argues that Tesla’s valuation remains inflated while execution on autonomy and robotics c...
iQoncept/iStock via Getty Images As the first month of 2026 comes to an end this week and earnings season accelerates, below is a list of the top 10 consumer discretionary stocks with market capitalizations of $10B or more, ranked by their one-month price performance percentage. The list is topped by Lowe’s Companies ( LOW ), with an impressive one-month performance of 13.67%. Starbucks Corporatio...
iQoncept/iStock via Getty Images As the first month of 2026 comes to an end this week and earnings season accelerates, below is a list of the top 10 consumer discretionary stocks with market capitalizations of $10B or more, ranked by their one-month price performance percentage. The list is topped by Lowe’s Companies ( LOW ), with an impressive one-month performance of 13.67%. Starbucks Corporation ( SBUX ) follows closely behind with a 13.22% gain, while TopBuild Corp. ( BLD ) secured the third position with an 11.35% increase. Rounding out the top five are eBay ( EBAY ) at 10.81% and Genuine Parts ( GPC ) at 10.55%. Notably, all stocks on this list currently carry a Quant Rating of Hold, indicating a neutral outlook from the quantitative rating system. Here is the list: Lowe’s Companies ( LOW ), 1 month performance percentage: 13.67% Starbucks ( SBUX ), 1 month performance percentage: 13.22% TopBuild ( BLD ), 1 month performance percentage: 11.35% eBay ( EBAY ), 1 month performance percentage: 10.81% Genuine Parts ( GPC ), 1 month performance percentage: 10.55% The Home Depot ( HD ), 1 month performance percentage: 10.51% AutoZone ( AZO ), 1 month performance percentage: 9.78% Texas Roadhouse ( TXRH ), 1 month performance percentage: 9.01% Ulta Beauty ( ULTA ), 1 month performance percentage: 8.86% O’Reilly Automotive ( ORLY ), 1 month performance percentage: 8.66% Consumer Discretionary ETFs: ( XLY ), ( VCR ), ( FXD ), ( FDIS ), ( RSPD ), and ( RXI ) More on consumer discretionary stocks Lowe's: Pace Of Recovery May Disappoint RSPD: Consumer Discretionary Dashboard For January Where To Find Outperformance In 2026 Oppenheimer sees strong start to earnings season as it favors growth sectors Under Armour tops the list of most shorted S&P 500 consumer discretionary stocks in December; Amazon among least shorted
Company Logo Smart Toilet Market Smart Toilet Market · GlobeNewswire Inc. Dublin, Jan. 28, 2026 (GLOBE NEWSWIRE) -- The "Smart Toilet Market Report 2026" has been added to ResearchAndMarkets.com's offering. The report offers comprehensive insights, covering market size, regional distribution, competitive landscape, and emerging trends. The global smart toilet market is poised for noteworthy expans...
Company Logo Smart Toilet Market Smart Toilet Market · GlobeNewswire Inc. Dublin, Jan. 28, 2026 (GLOBE NEWSWIRE) -- The "Smart Toilet Market Report 2026" has been added to ResearchAndMarkets.com's offering. The report offers comprehensive insights, covering market size, regional distribution, competitive landscape, and emerging trends. The global smart toilet market is poised for noteworthy expansion, with projections indicating growth from $9.75 billion in 2025 to $10.76 billion in 2026, a compound annual growth rate (CAGR) of 10.4%. This surge is driven by increasing consumer emphasis on hygiene and comfort, enhanced bidet utilization, and the integration of advanced sensor technology. By 2030, market size is expected to reach $15.76 billion, maintaining a CAGR of 10%. Leading factors include the proliferation of IoT-enabled toilets, eco-friendly innovations, and advancements in AI-driven hygiene monitoring. Increased home remodeling and renovation activities are significant growth catalysts for the smart toilet sector. A notable example is projected U.S. spending on home improvements, forecasted to reach $485 billion in 2023, showcasing a 2.6% increase as reported by the Joint Center for Housing Studies of Harvard University. The adoption of smart toilets with features like automatic flushing and self-cleaning mechanisms appeals to homeowners aiming for enhanced comfort and hygiene amidst rising real estate prices. Product differentiation, especially in wellness monitoring, is becoming a crucial strategy among market players. Companies are incorporating health-monitoring technologies such as real-time electrolyte detection, enabling users to monitor hydration and track potential health issues. For instance, Synsol AG introduced a second-generation smart toilet in August 2023, featuring advanced health assessment capabilities like electrolyte and ECG monitoring. Key industry players include Panasonic Corporation, Midea Group Co. Ltd., Xiaomi Corporation, Haier Gro...
da-kuk/E+ via Getty Images Investment thesis Ondas Holdings ( ONDS ) is now not just a drone company, it is an emerging defense autonomy platform. The company is moving from providing individual autonomous systems to providing mission-critical systems that are integrated and encompass air, ground, and counter-UAS. Why does this matter? Defense customers are moving from experimentation to standardi...
da-kuk/E+ via Getty Images Investment thesis Ondas Holdings ( ONDS ) is now not just a drone company, it is an emerging defense autonomy platform. The company is moving from providing individual autonomous systems to providing mission-critical systems that are integrated and encompass air, ground, and counter-UAS. Why does this matter? Defense customers are moving from experimentation to standardization. The markets are moving slowly to repricing this change. I view Ondas as a roll-up platform that will benefit from consolidation in the fragmented autonomy market. I had ONDS on my watchlist for some time, and following a strong run, the recent pullback has created a more attractive entry point as the market reassesses the business during this transition phase. The Structural Shift: Why Autonomy Is Moving From Pilots to Programs In the past decade, autonomy has existed in pilot programs. It has had small contracts, limited deployments, and budgets that have been focused on proof of concept as opposed to permanence. That’s now behind us. Defense agencies are now operating in an environment where autonomous threats are constant rather than episodic. Drones are no longer interesting technologies that we should experiment with. Drones are now low-cost asymmetric threats that we must fight every day. When that mental shift happens, experimentation is no longer an option and doctrine must prevail. This is where I think Ondas' approach makes a lot of sense. Rather than competing for individual drone procurements, Ondas is shifting towards mission-critical workflows. Persistent surveillance, perimeter security, counter-UAS, logistics, and ground support are not single procurements, they’re multi-year procurements with constant upgrade and integration requirements. The financial impact of this shift is considerable. Ondas ended the most recent financial period with a revenue run rate of around $50 million , a significant acceleration from previous periods. What is perhaps mos...
Key Points UPS is handling far fewer low-margin Amazon packages, and it plans to reduce its dependence even further in 2026. While the move is hurting revenue, UPS is closing buildings, consolidating its network, and slashing its workforce to adjust to lower volumes. Revenue per package is rising as UPS focuses on higher-margin opportunities. 10 stocks we like better than United Parcel Service › I...
Key Points UPS is handling far fewer low-margin Amazon packages, and it plans to reduce its dependence even further in 2026. While the move is hurting revenue, UPS is closing buildings, consolidating its network, and slashing its workforce to adjust to lower volumes. Revenue per package is rising as UPS focuses on higher-margin opportunities. 10 stocks we like better than United Parcel Service › Investors were not pleased with UPS (NYSE: UPS) in early 2025 when the company announced plans to reduce deliveries for Amazon by more than 50% by late 2026. The move would lead to a full-year revenue decline and force a broad restructuring of the company's delivery network to account for the reduction in package volume. With the plan now well underway, the stock market is finally getting on board. UPS stock rose on Tuesday morning after the company beat expectations for the fourth quarter and announced sweeping job cuts related to the Amazon wind-down. While UPS's revenue sank in the fourth quarter, the benefits of dumping Amazon are becoming apparent. 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 » The end of a one-sided arrangement In 2024, Amazon accounted for 11% of UPS's revenue but between 20% and 25% of U.S. network volume. Amazon was the company's largest customer, but not the most profitable. The low-margin Amazon packages helped fill UPS's planes and trucks, but they were hurting the company's profit margins. In 2025, UPS reduced Amazon volume by 1 million pieces per day. The plan for 2026 is to knock off another 1 million pieces per day, bringing the Amazon business down to a level that makes more economic sense for the company. UPS closed 93 buildings in the U.S. last year as part of this plan, consolidating its network into fewer facilities. These building closures, along with other initiatives, delivered $3.5 billion in cost savings. UPS eliminated 48,000 positions in 2025, ...
Aston Villa midfielder Youri Tielemans has been ruled out for up to 10 weeks to deepen their midfield injury crisis. The Belgium international, 28, came off in Sunday's 2-0 win at Newcastle with an ankle injury and checks have confirmed he is unlikely to return until April. He is the latest key midfielder for the side currently lying third in the Premier League to suffer a serious injury in recent...
Aston Villa midfielder Youri Tielemans has been ruled out for up to 10 weeks to deepen their midfield injury crisis. The Belgium international, 28, came off in Sunday's 2-0 win at Newcastle with an ankle injury and checks have confirmed he is unlikely to return until April. He is the latest key midfielder for the side currently lying third in the Premier League to suffer a serious injury in recent weeks. John McGinn has been sidelined for two months and Boubacar Kamara is out for the season, both with knee injuries. Villa are close to signing their former midfielder Douglas Luiz on loan from Juventus to add cover. "Tielemans is eight to 10 weeks out," said manager Unai Emery on Wednesday. "Kamara is not going to play this season. McGinn is six to eight weeks out. "After those updates of those players we need to manage the centre midfield in the matches we are going to play." Emery described the move for Luiz, who played for Villa between 2019 and 2024, as "close". Another midfielder, Ross Barkley, who last played in November, is "coming back in a few days," Emery said. Defender Andres Garcia is set to be out for three weeks with a hamstring injury. Tammy Abraham joined Villa in an £18.5m deal on Tuesday and winger Leon Bailey has returned after spending the first half of the season on loan at Roma, while Donyell Malen signed for Roma earlier in the window. Villa host Red Bull Salzburg on Thursday in the Europa League at Villa Park having already qualified for the knockout stage.
The dollar is steadying following its biggest one-day decline since April’s tariff turmoil. That’s after President Trump said he wouldn't mind a weaker currency. WSJ editor Alex Frangos explains why that statement caused such a selloff.
The dollar is steadying following its biggest one-day decline since April’s tariff turmoil. That’s after President Trump said he wouldn't mind a weaker currency. WSJ editor Alex Frangos explains why that statement caused such a selloff.
The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: HSBC upgraded UPS (UPS) to Buy from Hold with a price target of $125, up from $100. Q4 results beat expectations and while in-line 2026 guidance implies a weak Q1, it also points to strong margins by the...
The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: HSBC upgraded UPS (UPS) to Buy from Hold with a price target of $125, up from $100. Q4 results beat expectations and while in-line 2026 guidance implies a weak Q1, it also points to strong margins by the end of 2026 when the Amazon (AMZN) glide down and tariff disruptions fade, the firm tells investors in a post-earnings note. BofA upgraded Texas Instruments (TXN) to Neutral from Underperform with a price target of $235, up from $185. Driven by industrial inventory replenishment, emerging growth in data center power, connectivity and aero, and defense markets as well as automotive content gains, less-crowded analog stocks such as Texas Instruments "can reenergize," the firm added. BofA upgraded Microchip (MCHP) to Buy from Neutral with a price target of $95, up from $78. Microchip is trading at a premium multiple, but the firm sees significant headroom for earnings upgrades since its raised calendar year 2027 sales forecast of $7B is below the company's prior $8B-plus peak. Rothschild & Co Redburn upgraded Visa (V) to Buy from Neutral with a price target of $385, up from $327. The firm believes the "pricing power" from a more fragmented e-commerce backdrop as agentic commerce ramps will result in a shift away from large merchants back to the card networks.
fizkes/iStock via Getty Images Brookfield Real Assets Income Fund Inc. ( RA ) offers a tempting dividend yield over 10%. The fund is invested mostly in fixed-income of real estate and infrastructure. While these sound like durable assets, I think there are weaknesses in their approach and I only rate it Hold. Concept of the Fund RA is an actively managed, closed-end fund that aims for total return...
fizkes/iStock via Getty Images Brookfield Real Assets Income Fund Inc. ( RA ) offers a tempting dividend yield over 10%. The fund is invested mostly in fixed-income of real estate and infrastructure. While these sound like durable assets, I think there are weaknesses in their approach and I only rate it Hold. Concept of the Fund RA is an actively managed, closed-end fund that aims for total returns, primarily through investment income of the managed portfolio. Q3 2025 Fact Sheet Brookfield does this primarily by investing in the credit of real estate, infrastructure, and natural resources. In essence, RA is a fixed-income vehicle and something of a bet on these types of assets. A modest portion, usually no more than 10%, is invested in the equities of these assets or companies that operate them. As these equities are dividend-paying, they are consistent with the income focus of the portfolio. 2025 Semiannual Report The fund often utilizes leverage at about 25% of total assets. Most of this is through their credit facility, but about a third is through reverse repurchase agreement, which carry margin call risk. This risk factor is likely why they keep their total leverage contained. Even without margin call risk, leverage has the effect of enhancing the yield on securities, while also intensifying losses over time. Holdings Summary (Q3 2025 Fact Sheet) Leverage is likely used because the weighted average coupon on the fixed-income is low, 5.26% as of Q3. This is in spite of the fact that the assets are, by and large, below investment-grade or unrated. History and Performance Since inception in 2016, the fund has shown extreme sensitivity to drawdowns, with two major ones occurring in 2020 and then in 2023. RA Full Price History (Seeking Alpha) 2020's was a result of the COVID crash. NAV sustained big hits, as real estate and infrastructure assets became inactive or underused during the lockdowns and quarantining. COVID stimulus and low interest rates spurred a recove...