Zerbor/iStock via Getty Images Danaher ( DHR ) shares slipped ~5% in the premarket on Wednesday after the life sciences company failed to impress Wall Street with its Q4 2025, which, however, beat the consensus despite indicating an in-line earnings outlook for 2026. The Washington, DC-based company reported $2.23 of adjusted earnings per share for the quarter with ~4% YoY growth, exceeding the consensus by $0.04. Its quarterly revenue rose ~5% YoY on a reported basis to $6.8B, beating Street forecasts by $30M, indicating a ~3% YoY growth in non-GAAP core revenue. For Q1 and 2026, Danaher ( DHR ) projects a non-GAAP core sales growth of a low single-digit percentage range and 3.0% - 6.0%, respectively, compared to the prior year. Its adjusted diluted net earnings per common share for 2026 are expected to reach $8.35 - $8.50, in line with $8.42 in the consensus, indicating ~8% YoY growth at the midpoint. In 2025, the company recorded $24.6B in revenue with a 2.0% YoY growth in non-GAAP core revenue, while its non-GAAP adjusted diluted net earnings per common share grew ~5% YoY to $7.80. As for individual segments, DHR expects its Life Sciences segment to record flat core sales growth in 2026, having posted $2.1B in sales last year with ~3% YoY growth on a GAAP basis. Meanwhile, its other two segments, Diagnostics and Biotechnology, which added $2.7B and $2.0B to the topline with ~3% YoY and ~9% YoY growth, respectively, are projected to expand low single digits and ~6% YoY in 2026. More on Danaher 44th Annual J.P. Morgan Healthcare Conference Danaher Corporation (DHR) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Danaher: Biotech Strength And Cash Generation Reinforce A $250 Fair Value Danaher Non-GAAP EPS of $2.23 beats by $0.04, revenue of $6.84B beats by $30M Danaher Q4 2025 Earnings Preview

文章提及标的 原油 -- 美原油 -- WTI原油站上63美元/桶，日内涨0.98%。

The US president’s clamp down on immigration and flouting of the rule of law in Minnesota is entrenching long-established reserves of solidarity • Don’t already get The Long Wave in your inbox? Sign up here Hello and welcome to The Long Wave. This week, distressing scenes continue to unfold on the streets of Minneapolis, as confrontations between US Immigration and Customs Enforcement (ICE) and protesters intensify. Behind the headlines, there are communities, in the US and beyond, for whom this is a generationally traumatic moment. I spoke to Somali experts and activists across the diaspora, in Mogadishu, and in the state of Minnesota, which has the largest Somali community in the US. The picture that emerged was of anxiety but also solid resolve. For almost all of his second term, Donald Trump has been fixated on Somali Americans, making derogatory comments about both them and Somalia, linking his opinion of them to justify anti-immigration policies in general, but particularly in Minnesota, a state that is home to more than 100,000 people of Somali descent. He appears to be particularly personally exercised by Minnesota congresswoman Ilhan Omar, who is of Somali origin, and who has exchanged barbs with him, taking his revenge on her entire demographic. So deep is his hatred that when Omar was attacked this week by a man who sprayed her with an unknown substance, Trump responded by calling her a fraud who “probably had herself sprayed”. But the broad reason for picking on the Somali community, according to Prof Idil Abdi Osman, at Leicester University, is that it is convenient. The shift towards the right in Europe and the US, she told me, constitutes a “political thunderstorm” that “Somalis have become absorbed in” because “they become an embodiment of the kind of communities that Trump can easily target and use as a scapegoat – that is convenient for the populist narrative”. Continue reading...

Corning expects the expanded operations to boost projected employment in North Carolina by 15% to 20%. Credit: T. Schneider/ Shutterstock.com. Corning and Meta Platforms have signed a multi-year agreement worth up to $6bn to accelerate data centre development in the US. As part of the deal, Corning will provide optical fibre, cable, and connectivity products to support Meta’s applications and artificial intelligence (AI) efforts. The supply arrangement will see Corning expand production capabilities at its sites in North Carolina, with a notable increase in capacity at its Hickory optical cable facility, where Meta will act as the anchor customer. The contract is set to facilitate Meta’s plans to construct data centres across the country using domestically manufactured technology. Corning expects the expanded operations to boost projected employment in North Carolina by 15% to 20%, maintaining a workforce exceeding 5,000 in the state. Many of these roles are linked to large-scale fibre and cable manufacturing plants. Corning chairman and CEO Wendell Weeks said: “This long-term partnership with Meta reflects Corning’s commitment to develop, innovate, and manufacture the critical technologies that power next-generation data centres here in the US. GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence “The investment will expand our manufacturing footprint in North Carolina, support an increase in Corning’s employment levels in the state by 15 to 20%, and help sustain a highly skilled workforce of more than 5,000, including the scientists, engineers, and production teams at two of the world’s largest optical fibre and cable manufacturing facilities.” The latest generation of Corning’s optical infrastructure technology is intended to meet the scale requirements of advanced data cen...

An artist’s tent in Gaza and Starmer in China: photos of the day – Wednesday The Guardian’s picture editors select photographs from around the world Marah Khaled al-Za’anin, 18, has transformed her displacement tent in Gaza City into an art gallery. Photograph: Omar Ashtawy/APAImages/Shutterstock

More on Starbucks 'The King Is Naked': Uncomfortable Truths About Starbucks' Dividend (Earnings Preview) Starbucks: China Sale And U.S. Comps Improvement Are Encouraging (Rating Upgrade) Starbucks: Closing Underperforming Stores Is A Step In The Right Direction Starbucks rallies after comparable sales impress in North America and China Starbucks Non-GAAP EPS of $0.56 misses by $0.03, revenue of $9.92B beats by $260M

格隆汇1月28日｜通用动力公布2025年Q4业绩，收入为143.8亿美元，同比增长7.8%，超过分析师预期的138亿美元，主要得益于其作战和海洋系统部门的增长；净利润为11.4亿美元，合每股盈利4.17美元，亦好于分析师预期的4.15美元。截至2025年底，合同总预估价值达到1790亿美元，同比增长24%。

格隆汇1月28日｜海南儋州白马井“光储充”超充站1月28日正式投产，总装机功率达8000千瓦，是海南省目前规模最大的新能源重卡充电站。此超充站的建成投产有效提升了海南省新能源重卡补能网络的可靠性和效率，为夯实全岛绿色物流基础设施体系提供有力支撑。

Stock Market Today: The Dow Jones index dropped Wednesday ahead of the Fed decisions and Powell's comments. Tesla earnings are due late.

The Good Brigade/DigitalVision via Getty Images Investment summary My recommendation for RPM International Inc. ( RPM ) is a neutral rating. While I see early signs that growth could inflect (from data centers and semiconductor facilities demand) and normalization of project timelines, these positives are being offset by weakness in CG, limited pricing power, and operating deleverage from fixed costs. Until there is clarity on the volume growth, I think it is better to stay on the sidelines. Business Overview RPM is a producer and marketer of specialty chemicals and building materials. The Construction Products Group [CPG] segment provides roofing systems, building envelope solutions, and construction sealants. The Performance Coatings Group [PCG] segment specializes in high-performance flooring, corrosion control coatings, and fireproofing products for industrial and infrastructure markets. Lastly, the Consumer Group [CG] produces DIY specialty paints, caulks, and sealants under brand names like Rust-Oleum and DAP. Will growth start to inflect? There are two reasons to believe that RPM's growth will start to inflect in the coming quarter. The first is that demand is increasingly coming from higher-value projects, particularly in data centers and semiconductor manufacturing. Demand for these is driven by the aggressive demand for AI, which I expect to continue for a long while as nations and organizations race to achieve AI superiority. Unlike a typical commercial building, data centers and semiconductor fabs are mission-critical facilities. Everything must be foolproof with no margin for error, as any downtime would lead to huge losses . The consequence down the line could be catastrophic as well (imagine Microsoft and Google's cloud service going down for 2 hours). For RPM, it is able to capitalize on the demand trend here because of its exposure to roofing and flooring systems. Given that these are the "shell" of the facility, they are generally specified early (...

格隆汇1月28日｜韩国市场研究公司UBI Research在其报告中表示，2025年OLED显示器出货数量达到320万台，相较2024年的195万台大幅增长64%，而今年的出货量增幅则有望保持在五成以上。

总台记者当地时间28日获悉，伊朗外交部长阿拉格齐与沙特阿拉伯外交大臣费萨尔通电话。在通话中，双方回顾了伊朗总统佩泽希齐扬与沙特王储穆罕默德·本·萨勒曼之间建设性对话的要点，并就地区和国际形势交换了意见。双方在警告地区紧张局势升级将对地区和平与稳定造成危险后果的同时，强调了所有地区国家维护地区稳定与安全的共同责任和合作精神。目前，伊朗及周边地区局势紧张。1月26日，美军中央司令部称“亚伯拉罕·林肯”号航母打击群“正部署到中东”。美国总统特朗普27日则表示，还有一支舰队正在驶向伊朗。伊朗伊斯兰革命卫队海军政治副司令穆罕默德·阿克巴尔扎德于27日表示，伊朗不寻求战争，但已做好充分准备。（央视新闻）

Erik Isakson/DigitalVision via Getty Images Introduction Cipher Mining ( CIFR ) is a legacy bitcoin miner turned GPU-as-a-service provider who competes with neoclouds to provide GPU services for their clients. They own and operate data centers in the US to service AI and high-performance computing needs, and they aim to leverage renewable energies for a sustainable overall operation. We believe they are a Buy due to macro trends and their sustainable energy background. In the below section, we will cover some of their recent news and macro trends that are relevant to the firm. Recent News and Trends The Firm is Actively Growing Their Data Center Pipeline Currently, CIFR operates a number of energized sites across Texas, and there are 5 more to come in addition to the 4 that are already live. See the below map from their website . CIFR Website Their new site, in Colchis (not shown on the map), is going to be a 1-gigawatt capacity data center with a projected go-live date in 2028. With up to 620 acres at this site, CIFR remains poised to continue being a powerful player in the data center operations space. See the image from their November 2025 investor presentation for more details. CIFR November 2025 Investor Presentation They are consistently developing and expanding their portfolio, as you can see from their pipeline details page. CIFR November 2025 Investor Presentation Seeing all of this development and inking of new deals is certainly bullish as an investor. The firm is capturing share from larger players in the ever-growing data center space, and they are still able to fund some of their operations from their legacy bitcoin mining business. We view this diversified approach to growing their footprint in AI/HPC computing data centers as a solid plan that management should continue executing on - and barring any hiccups in the execution, we are bullish on this vision. Signed Deals With Hyperscalers Prove Their Business is Valuable to Established Players CIFR has...

TLDR Amazon mistakenly emailed AWS employees about layoffs scheduled for Wednesday, revealing plans before official announcement The error exposed “Project Dawn,” Amazon’s internal code name for cutting approximately 30,000 corporate positions AWS senior VP Colleen Aubrey’s premature message was quickly recalled after being sent Tuesday evening Job cuts will affect AWS, retail, Prime Video and HR teams following 14,000 layoffs in October CEO Andy Jassy attributes cuts to AI adoption and efforts to eliminate management bureaucracy Amazon’s cloud division learned about impending layoffs the hard way Tuesday. An accidental email spilled the beans about job cuts planned for Wednesday morning. Amazon.com, Inc., AMZN The message came from Colleen Aubrey, a senior vice president in Amazon Web Services. She told employees that affected workers had already been informed. They hadn’t been. The email referenced “Project Dawn,” Amazon’s internal name for the layoffs. A scheduled team meeting was canceled almost immediately after the message went out. AWS employees shared screenshots in Slack channels. “These decisions are difficult and are made thoughtfully as we position our organization and AWS for future success,” Aubrey wrote. Amazon hasn’t responded to requests for comment about the mishap. The premature notification reveals a much larger story. Amazon is preparing to cut roughly 30,000 corporate positions across the company. Multiple Divisions Face Job Eliminations The layoffs won’t stop at AWS. Prime Video, retail operations and human resources will all see cuts this week. Amazon already eliminated 14,000 jobs in October. Those cuts were just the beginning of this broader reduction plan. The full 30,000 positions represent nearly 10% of Amazon’s corporate workforce. CEO Andy Jassy outlined the strategy behind the cuts last year. He wants fewer management layers and less bureaucracy. He also said artificial intelligence would naturally reduce the need for corporate staff....

1月28日，雷军发文称，北京时间1月29日14:00，小米（K81810）SU7Ultra将正式入驻《Gran Turismo7/跑车浪漫旅7》。这是首台在GT游戏（881275）里上线的中国品牌车型。“欢迎全球玩家，到游戏（881275）里体验小米（K81810）SU7Ultra的精准操控和赛道上的稳定表现。”雷军表示。(新浪财经)

CRCL260130C00115000 互動股市圖表 | CRCL Jan 2026 115.000 call 股市 Yahoo 財經

Progressive press release ( PGR ): Q4 GAAP EPS of $5.02 beats by $0.44 . Net premiums written of $19.51B (+7.7% Y/Y) misses by $240M . More on Progressive Progressive: A Long-Term Compounder Built On Underwriting Discipline Progressive: Dominance At A Discount Progressive: Sacrificing Margin For Top Line Growth Progressive Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Progressive

Jean-Luc Ichard Investors will be closely focused after the closing bell on Wednesday as Microsoft ( MSFT ) delivers its latest quarterly earnings report, with market participants eager for insights into the company’s financial performance and strategic priorities. As a member of the influential “Magnificent Seven,” Microsoft’s commentary often carries broader implications for technology stocks and the overall market sentiment. According to prediction market platform Kalshi, traders have already placed bets on the topics most likely to be highlighted during the earnings call. “Gaming” has emerged as the leading expected area of discussion, reflecting continued interest in Microsoft’s Xbox ecosystem and content strategy. At the other end of the spectrum, “college” appears to be the least likely subject to receive meaningful attention. Outlined below are the ranked themes that prediction markets expect Microsoft management to address. Gaming — 98% Teams — 97% LinkedIn — 96% OpenAI — 91% Windows 11 — 87% Anthropic — 82% Nvidia — 73% R&D / Research and Development — 55% Phi — 44% Cybersecurity — 22% College — 17% ETFs with the largest portfolio allocation towards MSFT: ( MSFX ), ( MSFW ), ( GXPT ), ( LRGG ), ( BCHP ), ( TTXU ), ( MSFU ), ( IYW ), ( TRUT ), and ( HLAL ). More on markets Trump talks up the dollar as DXY sinks to its lowest level in nearly four years S&P 500 hits fresh highs but these names hover in oversold territory Pantheon Macro suggests that markets may be overpricing inflation risks Oppenheimer sees strong start to earnings season as it favors growth sectors Rick Rieder gains noticeable momentum in Fed Chair race, according to Polymarket

Intel jumps amid report it will play a role in manufacturing Nvidia GPUs in 2028, CFO purchases $250,000 in company stock Intel is surging this morning amid one confirmed vote of executive suite confidence in the company and a rumored one that could be much more significant. Starting with the latter, Taiwanese industry outlet DigiTimes reports that Intel will play a role in Nvidia GPUs for the Feynman generation, the successor to the upcoming Vera Rubin generation, which is expected to be released in 2028. Specifically, the report says that Nvidia will “partially utilize” Intel for the I/O die, or the part of the module that facilitates communication, as well as for about 25% of packaging. The remainder would be handled by TSMC, which is also slated to retain its role in manufacturing the Feynman architecture’s brains. In September, Nvidia announced a $5 billion investment in Intel as part of a pact to develop data center and PC products. This report, if confirmed, would make a significant enhancement of this partnership. And as for the support from inside the house: a filing released after the close on Tuesday showed that Intel Chief Financial Officer David Zinsner bought nearly $250,000 in company stock on Monday. That purchase came as shares tumbled more than 20% after management issued guidance for Q1 that came in below Wall Street’s view.

格隆汇1月28日｜现货钯金上涨3%，至每盎司1,992.96美元。

Corteva ( CTVA ) declares $0.18/share quarterly dividend , in line with previous. Forward yield 0.99% Payable March 16; for shareholders of record March 2; ex-div March 2. See CTVA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Corteva Corteva: Get Your Piece Of SpinCo As A Stable Portfolio Compounder Corteva's Growth Is Taking Root, But The Stock Looks Fully Grown Corteva, Inc. (CTVA) Q3 2025 Earnings Call Transcript Corteva teams with BP on joint venture to supply crop-based feedstocks for biofuels Fertilizer shares jump after reported blasts at Russian plants

Seeking Alpha More on Starbucks 'The King Is Naked': Uncomfortable Truths About Starbucks' Dividend (Earnings Preview) Starbucks: China Sale And U.S. Comps Improvement Are Encouraging (Rating Upgrade) Starbucks: Closing Underperforming Stores Is A Step In The Right Direction Starbucks rallies after comparable sales impress in North America and China Starbucks Non-GAAP EPS of $0.56 misses by $0.03, revenue of $9.92B beats by $260M

Rubio braces for Senate scrutiny over Venezuela toggle caption Jose Luis Magana/AP Secretary of State Marco Rubio is set to testify Wednesday before the Senate Foreign Relations Committee, where he will defend the U.S. military operation that ousted Venezuelan President Nicolás Maduro and outline Washington's strategy moving forward. In prepared remarks, Rubio pushes back on claims that the U.S. is at war with Venezuela. "There is no war against Venezuela, and we did not occupy a country. There are no U.S. troops on the ground," framing the mission as a targeted law enforcement action rather than a military occupation. Rubio says the U.S. will help Venezuela transition from what he calls a "criminal state" into a responsible international partner and is closely monitoring the former vice president, now interim leader Delcy Rodríguez, who has pledged to open Venezuela's energy sector to American companies. Sponsor Message But Rubio also signals a hard line if cooperation breaks down. "Make no mistake, as the President has stated, we are prepared to use force to ensure maximum cooperation if other methods fail," Rubio says. Democrats are expected to challenge the legality, cost, and fallout of the operation. In her prepared remarks ranking committee member Sen. Jeanne Shaheen, D-N.H., acknowledges Maduro's record but questions the decision, writing: "Nicolás Maduro was bad for Venezuela, for the region and for the United States. The question is, was the raid to arrest him worth it?" Shaheen also criticizes the ongoing U.S. naval blockade, saying it is costing American taxpayers hundreds of millions of dollars. The hearing marks Rubio's highest-profile test yet on Venezuela policy, as lawmakers press for clarity on the long-term U.S. strategy in the region. This is a developing story and will be updated.

Michael Vi Automatic Data Processing ( ADP ) raised its FY2026 guidance on Wednesday after its fiscal Q2 earnings beat the average analyst estimate, helped by a widening profit margin in its Employer Services business. The company known for its payroll processing services now expects FY2026 revenue growth to exceed 6%, compared with its prior guidance of 5%-6%, and adjusted diluted EPS growth of 9%-10% vs. its previous range of 8%-10%. Adjusted EBIT margin expansion is still expected to be 50-70 basis points. The guidance implies revenue of more than $21.8B, vs. the $21.8B consensus, and adjusted EPS of $10.91-$11.01 (midpoint $10.96) vs. the $10.92 consensus. ADP ( ADP ) stock slipped 0.8% in premarket trading. Fiscal Q2 adjusted EPS of $2.62, topping the average analyst estimate of $2.57, rose from $2.49 in Q1 and $2.35 in last year's Q2. Revenue for the quarter ended Dec. 31, 2025, was $5.36B, beating the $5.34B consensus and increasing from $5.18B in the prior quarter and $5.05B in the year-ago quarter. "A continued focus on execution and driving new business bookings growth has enabled us to deliver strong revenue and earnings growth in the second quarter," said Chief Financial Officer Peter Hadley. "Our updated guidance demonstrates our confidence in our ability to deliver on our financial commitments, while continuing to make strategic investments to support sustainable long-term growth." ADP's ( ADP ) Q2 expenses of $4.08B climbed from $3.98B in Q1 and $3.88B in Q2 2025. Adjusted EBIT margin of 26.0% vs. 25.5% in the previous quarter and 25.2% a year ago. Employer Services revenue of $3.61B, exceeding the Visible Alpha consensus of $3.57B, rose 6% Y/Y; segment earnings of $1.28B increased 8% Y/Y; and pretax margin of 35.4% compared with 34.9% a year ago. PEO Services revenue of $1.76B, in line with the Visible Alpha estimate, grew 6% Y/Y, while segment earnings were essentially flat from a year ago at $252M. Pretax margin of 14.4% compared with 15.1% a year ...

The age at which you start collecting Social Security has a big impact on your benefits. The two main factors that determine how much you'll get from Social Security are your income and the age at which you claim benefits. In this video, I'll take a closer look at how age impacts Social Security by explaining the average benefit by age, and I'll explain how early or late retirement can impact your benefits. *Stock prices used were the morning prices of Jan 22, 2026. The video was published on Jan 23, 2026.

当地时间1月28日，法国总统马克龙在爱丽舍宫会见来访的丹麦首相梅特·弗雷泽里克森和格陵兰岛自治政府总理延斯-弗雷德里克·尼尔森，随后共同召开新闻发布会。马克龙表示，格陵兰局势是对整个欧洲发出的战略警醒，并呼吁在北极地区保持高度警惕，并强调有必要加强防御态势。（央视新闻）

Littelfuse ( LFUS ) declares $0.75/share quarterly dividend , in line with previous. Forward yield 1.01% Payable March 5; for shareholders of record Feb. 19; ex-div Feb. 19. See LFUS Dividend Scorecard, Yield Chart, & Dividend Growth. More on Littelfuse Littelfuse: Investor Expectations Become Elevated Littelfuse beats top-line and bottom-line estimates; initiates Q1 outlook Littelfuse Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Littelfuse Historical earnings data for Littelfuse