RomoloTavani/iStock via Getty Images It is hard to describe the current market environment. On one hand, equities are trading near valuation levels last seen during the end of the Internet Boom, just over a quarter century ago. By some measures, stocks are in uncharted territory. On the other hand, nothing seems to even dent the momentum in equities for more than a day or so. Last Tuesday's over two percent blip down for the NASDAQ and S&P 500 already is long forgotten by investors, it seems. GuruFocus One adjective that comes to mind describing the U.S. market is resilient. Another good word to capture the investment community's view on equities is complacency. One key reason for this might be over 60% of trading volume is driven by passive investing, which I highlighted in this recent article. At this point, it is anybody's guess what will finally knock the wind out of this more than three-year rally in equities. Maybe the AI bubble will pop. Maybe the trigger will be growing problems in the credit markets, as I discussed in this recent piece . Perhaps the markets will finally be done in by these four words: ' reversion to the mean.' The rally in the market has been primarily driven by the Magnificent Seven since ChatGPT debuted in November 2022, and enthusiasm around the AI Revolution was birthed. The top ten largest stocks in the market now account for roughly 40% of the entire market. A concentration not seen since the last gasps of the Internet Boom. Goldman Sachs Global Investment Research, FactSet It is easy to see why the Mag7 has delivered most of the equity gains over the past few years. This is where almost all the profit growth across the S&P 500 has come from. This can be seen in the chart above. The Mag7 has delivered consistent over 20% annual earnings growth since 2023. Profit growth from the ' S&P 493 ' has been a tepid three percent over that time. Real Investment Advice In addition, earnings growth has also benefited in recent quarters from aggre...

Deere & Co. is shifting the construction of excavators from Japan to a new $70 million facility in North Carolina and building a distribution center in Indiana as part of a bid to bolster American manufacturing. The facilities in Kernersville, North Carolina, and Hebron, Indiana, will create about 150 jobs each, Deere said in a Tuesday statement . “Our investment in these new facilities underscores John Deere’s dedication to strengthening the backbone of American industry and supporting local economies,” Deere Chief Executive Officer John May said in the statement. President Donald Trump has in the past criticized the world’s top farm machinery maker for moving jobs outside of the country. Trump on Tuesday during an event in Iowa said he was “ going to do ” something for tractors.

格隆汇1月28日｜淡水河谷2025年炼钢原材料产量超过了自 2019 年尾矿坝灾难引发关键矿区限产以来的任何时期，——矿石产量达到3.361亿公吨，直追2018年所创历史最高记录。该公司第四季度铁矿石产量为9,040万吨，受巴西东南部部分矿山增产推动，超过了去年同期水平。尽管市场对供应过剩等存在担忧，淡水河谷仍将2026年全年的生产指引维持在3.35亿-3.45亿吨。

Hong Kong’s resilience and evolution as a global financial centre was shining brightly this week when important milestones were unveiled at an international business gathering in the city. The community should celebrate the “unprecedented achievements” and prepare to work to ensure the momentum continues in an era of great geopolitical uncertainty. Chief Executive John Lee Ka-chiu opened the 19th Asian Financial Forum (AFF) on Monday by unveiling a game-changing deal with Shanghai to turn Hong Kong into a gold trading hub . The Financial Services and the Treasury Bureau signed a pact with the Shanghai Gold Exchange to build a gold trading ecosystem, including a cross-border clearing platform. The system is on track to begin trial operations this year. Lee also said the number of foreign and mainland Chinese companies in Hong Kong soared by 11 per cent to a record 11,070 last year. In addition, the government’s latest annual survey listed a record 5,221 start-ups. Lee said the figures were “more than a vote of confidence” in a city where the “solid efforts” to facilitate businesses and start-ups were “bearing fruit”. Advertisement Meanwhile, the milestone deal positions Hong Kong to serve with Shanghai as a global gold reserve hub. Currently, New York and London are the only such trading and clearing centres. There are strong reasons to be optimistic. The influx of firms with capital and trust illustrate how the critical business mass in Hong Kong opens doors. Linking up with Shanghai leverages Hong Kong’s “superconnector” role to create a powerful, integrated gold ecosystem that appeals to international investors seeking safety amid global turbulence. Advertisement Other positive signs of the city’s progress emerged from separate AFF sessions. One explored how Hong Kong’s banking sector is leading a shift from paper to artificial intelligence and smart data. Another highlighted the robust fundraising pipeline in Hong Kong, where more than 400 companies are lining up...

New York, Jan 27, 2026, 17:40 EST — After-hours Palantir shares slipped roughly 1.1%, closing at $165.70 in after-hours trading Shares trailed behind a Nasdaq session that closed higher, with investors focused on the Fed Immigration enforcement takes center stage again as Palantir prepares to report earnings next week Palantir Technologies Inc shares dipped 1.1% to $165.70 in after-hours trading on Tuesday, where liquidity often thins out following the U.S. closing bell. During the regular session, the stock fluctuated between $164.69 and $169.41, with roughly 26.4 million shares traded. Palantir’s drop stood out against Wall Street’s overall mood: the Nasdaq gained 0.9%, while the S&P 500 hit a record high. Investors navigated earnings reports and the kickoff of the Federal Reserve’s two-day policy meeting. (Reuters) Palantir’s timing and exposure are under renewed scrutiny. The company’s ties to U.S. Immigration and Customs Enforcement, one of its key clients, pose both political risks and revenue opportunities. According to Wired, employees have pressed management for clarity. Akash Jain, president and CTO of Palantir’s U.S. government division, acknowledged the company “do[es] not take the position of policing the use of our platform for every workflow.” Fortune, referencing previous coverage from 404 Media, reported that ICE employs a Palantir-developed tool named ELITE. This software pulls Medicaid and other government data to identify individuals who might be subject to deportation. Fortune noted that neither Palantir nor the Department of Homeland Security replied to its request for comment. (Fortune) The next major event is earnings. Palantir announced it will report its fourth-quarter and full-year 2025 results after U.S. markets close on Feb. 2, followed by a webcast at 5 p.m. ET. (Nasdaq) On the Street, the debate remains the same — execution versus valuation — but the praise is fierce. Bank of America analyst Mariana Perez Mora described Palantir’s AI s...

【今日速览】①又见券商“业绩潮”，板块估值修复窗口开启；②上海智算规模突破12万P；③上期所再出手，又有18人被限制开仓和出金；④机构认为，市场短期调整有利于把台阶盘稳盘扎实，往后会继续向上拓展空间。资金短线分歧下市场主线将聚焦业绩线。

美国总统特朗普当地时间周二表示，他的政府将与韩国找到“某种解决方案”。此前他威胁要对韩国提高“对等”关税和其他关税。 他的这番言论为首尔与华盛顿之间就解决双方再度出现的贸易紧张局势展开谈判带来了希望。据悉，韩国产业通商资源部长金正官将前往美国，与美国商务部长霍华德·卢特尼克进行会谈。 “我们会与韩国找到某种解决方案的，”特朗普在白宫举行的新闻发布会上回应有关他是否会提高对韩国关税的问题时说道。 此前一天，特朗普出人意料地宣布，计划将对韩国的“对等”关税以及汽车、木材和药品关税从15%提高到25%，理由是首尔方面在支持贸易协议实施的立法程序上拖延。 周二早些时候，一位白宫官员表示，尽管特朗普已按照协议降低了关税，但韩国在履行双边贸易协议方面“毫无进展”。 根据去年7月下旬达成、数月后最终敲定的协议，韩国承诺向美国投资3500亿美元，并做出其他承诺，以换取美国方面将“对等”关税从25%降至15%。 责任编辑：于健 SF069

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内坦亚胡1月27日晚发表视频声明，称现阶段，以方专注于解除哈马斯武装，以及清除加沙地带的武器和地道，实现加沙非军事化。 （法新社） 以色列总理 内坦亚胡 就美国宣布启动加沙地带停火第二阶段相关议题作回应，强调以色列将致力于完成加沙非军事化，在此之前，不会允许 加沙 重建。 新华社报道，内坦亚胡星期二（1月27日）晚间发表视频声明，称现阶段，以方专注于解除哈马斯武装，以及清除加沙地带的武器和地道，实现加沙非军事化。 针对有关在加沙地带实现非军事化之前推进重建的说法，内坦亚胡明确指出，这种情况“不会发生”。他同时否认关于以方允许土耳其和卡塔尔参与加沙国际稳定部队的传言，称“这同样不会发生”。 内坦亚胡还说，“不会允许”在加沙地带建立巴勒斯坦国。他说，以方反对巴勒斯坦建国，以色列将继续对“从约旦河到地中海之间的整个地区保持安全控制”。 此外，针对伊朗局势，内坦亚胡重申此前对伊朗的警告。他说，如果伊朗攻击以色列，以色列将“予以严厉回应”。 美国总统特朗普的特使 威特科夫14日在社交媒体发文 ，代表特朗普宣布启动结束加沙冲突“20点计划”第二阶段，从停火转向加沙地带非军事化、技术官僚治理和重建。 威特科夫说，第二阶段将建立一个过渡性的巴勒斯坦技术官僚委员会管理加沙地带，并开始在加沙地带展开“全面非军事化”和重建，主要是解除“所有未经授权人员”的武装。

Earnings Call Insights: Crane Company (CR) Q4 2025 Management View Max Mitchell, Chairman, President & CEO, highlighted a strong finish to 2025 and an optimistic outlook for 2026, stating, "Our performance last year and our initial guidance for 2026 show that we are consistently and reliably delivering on our commitments and our long-term value creation thesis. 4% to 6% core sales growth, and we were just at the high end of that last year, 35% to 40% core operating leverage and upside from capital deployment." He emphasized the acquisition of Druck, Panametrics, and Reuter-Stokes, noting, "Having closed on the acquisition of these brands on January 1st... Reuter-Stokes doubles the size of our nuclear business, adding industry-leading radiation sensing and detecting technologies." Mitchell also announced the acquisition of optek-Danulat, a leader in optical sensing measurement solutions, and the planned CEO succession, with Alex Alcala set to become CEO on April 27, 2026, while he transitions to Executive Chairman. Alejandro Alcala, Executive VP & COO and incoming CEO, commented, "Looking ahead, we will stay true to our journey, driving the Crane business system to deliver strong organic growth while also pursuing our strategy of accelerated inorganic growth." He described robust segment performance, particularly at Aerospace & Advanced Technologies, and detailed the integration and anticipated accretion of recent acquisitions. Alcala added, "The integration process is off to a strong start, and our outlook for these businesses is already exceeding our initial expectations." Richard Maue, Executive VP & CFO, stated, "We drove 5.4% Core Sales growth in the quarter, reflecting the ongoing strength within the Aerospace & Advanced Technologies segment. Adjusted operating profit increased 16%, reflecting the impact of higher productivity and favorable pricing net of inflation." Maue also noted that the company closed the year with net leverage of 1.1x after acquisitions a...

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Earnings Call Insights: Alexandria Real Estate Equities (ARE) Q4 2025 Management View Founder & Executive Chairman Joel Marcus stated that "2026 is all about timely execution of our plan, heavily focused on dispositions and maintaining a strong and flexible balance sheet, driving occupancy with intense leasing focus on vacant space, rollover space and redevelopment and development space and meeting the marketplace." Marcus also highlighted a shift toward significantly reducing CapEx and noted the company's Investor Day plan as the "North Star for 2026." CFO Marc Binda congratulated the team on completing $1.5 billion of dispositions across 26 transactions and achieving 1.2 million square feet of leasing volume in the quarter, "the highest quarter in the last year." Binda reported "FFO per share diluted as adjusted was $2.16 for 4Q '25 and $9.01 for the year, which represents the midpoint of our prior guidance provided on our last quarterly call." He emphasized that leasing of vacant space reached 393,000 rentable square feet, almost double the quarterly average over the last five quarters. Occupancy ended 2025 at 90.9%. Binda noted, "We reiterated our year-end 2026 occupancy range of 87.7% to 89.3% that was provided at our Investor Day this past December." He also announced nearly 900,000 rentable square feet of leases expected to commence in Q3 2026, generating $52 million incremental annual rental revenue. The company reaffirmed its focus on large-scale non-core asset dispositions and highlighted a plan to reduce the size of its land bank, with non-core assets and land expected to comprise 65% to 75% of the $2.9 billion midpoint 2026 disposition target. Outlook The company reiterated its year-end 2026 occupancy guidance of 87.7% to 89.3% and expects occupancy to "dip in the first quarter of 2026, and we expect occupancy growth in the second half of 2026" (Binda). Same-property net operating income performance for 2026 is projected to be "up/down 8.5% at the midpoi...

Joe_Potato/iStock Editorial via Getty Images On the morning of January 27th, the management team at Kimberly-Clark Corporation ( KMB ) announced financial results covering the final quarter of the company's 2025 fiscal year. Even though revenue and adjusted earnings per share fell short of analysts’ expectations , GAAP earnings per share exceeded what was anticipated. On the whole, the company is showing some signs of struggling from a revenue standpoint, but these are modest. Profitability is improving, proving that the company is doing define job as it continues to focus on its strategic transformation initiatives. What's more, the company's acquisition of Kenvue Inc. ( KVUE ) is progressing nicely, and that opens the door to meaningful upside if things go according to plan. In general, I would say that the picture is currently more favorable than it is unfavorable. However, there are certain risk factors, primarily associated with its purchase of Kenvue. Despite this, however, the company is looking more appealing now than it was previously. In fact, relative to other comparable firms, the stock is attractively priced. And if we end up seeing synergies come from its merger with Kenvue, upside potential could be quite nice. Given this, I believe that upgrading the stock to a soft Buy from the Hold I had it rated previously is the appropriate choice right now. A Mixed Bag With Promise Before the market opened on January 27th, the management team at Kimberly-Clark announced financial results covering the final quarter of the company's 2025 fiscal year. The quarter was most certainly a mixed bag if you ask me. Revenue as an example. It contracted ever so slightly from $4.10 billion to $4.08 billion, ultimately missing analysts estimates to the tune of $10 million. This does require a bit of detail, though. Actual organic sales for the company increased by 2.1%. It was only because of the firm's decision to exit its private label diaper business in the U.S. that reven...

A string of scandals and luxury handbags: Who is South Korea's former first lady? 1 hour ago Share Save Gavin Butler and Hyojung Kim , BBC World Service Share Save Getty Images The scandals Kim Keon Hee faces predate her husband Yoon's ill-fated political career Two Chanel handbags, a BMW dealership and a controversial church will all be at the centre of a trial faced by South Korea's former first lady this week. Kim Keon Hee, the wife of disgraced former president Yoon Suk Yeol, was arrested in August over a raft of charges including bribery, stock manipulation, and political interference - all of which she denies. On Wednesday, less than a fortnight after her husband was sentenced to five years' in jail for abusing power and obstructing justice in relation to his failed martial law bid, Kim will receive the verdict in the first of three cases against her. Prosecutors say Kim, 52, made more than 800 million won ($552,570; £404,050) by participating in a price-rigging scheme involving the stocks of Deutsch Motors, a BMW dealer in South Korea, between October 2010 and December 2012. She is also accused of accepting luxury bags, a diamond necklace and other gifts worth up to 80m won as bribes from the controversial Unification Church in exchange for business favours, and receiving 58 free opinion polls, worth 270 million Korean won, from political broker Myung Tae-kyun before the 2022 presidential election. Wednesday's trial, which will be broadcast live from the court, marks the first time in history that a presidential spouse has been indicted while detained. But it is far from the first time Kim herself has been embroiled in controversy. Questionable credentials Before she was South Korea's first lady, Kim Keon Hee – born Kim Myeong-sin – was a businesswoman and art lover. She graduated with an art education degree from Sookmyung Women's University in 1999, but would later face repeated allegations of plagiarism over her time as a student there – leading the univer...

格隆汇1月28日｜澳大利亚S&P/ASX200指数开盘上涨30.10点，涨幅0.34%，报8971.70点。

Deere & Company ( DE ) said on Tuesday it will open two new U.S. facilities—a state-of-the-art distribution center near Hebron, Indiana, and a $70M excavator factory at its Kernersville, North Carolina campus. The new facilities are expected to begin operations within the next year, creating about 300 jobs and expanding domestic manufacturing. Shares +0.51%. More on Deere Deere: A Secular Agriculture Winner With Long-Term Upside Ahead Deere: If Trump Says To Cut Prices, The Stock Listens Deere & Company (DE) Analyst/Investor Day Transcript UBS sees spring orders as next key catalyst for Deere shares Deere CFO Jepsen to step down, Campbell named acting CFO

格隆汇1月28日｜现货黄金周三低开3美元，报5177.1美元/盎司；现货白银小幅低开，回落至112美元/盎司下方，日内跌0.29%。

New York, January 27, 2026, 17:39 EST — After-hours Alphabet Class C shares (GOOG) gained roughly 0.4% after hours. EU regulators have launched Digital Markets Act proceedings targeting access to Google Search data and Gemini AI features. Investors are zeroing in on Alphabet’s Feb. 4 earnings for clues on cloud and AI performance. Alphabet’s non-voting Class C shares (GOOG) gained roughly 0.4%, closing at $335 in after-hours trading Tuesday, following the European Union’s launch of a new probe targeting broader access to certain Google services. During regular hours, the stock fluctuated between $333.94 and $338.80. Timing is crucial. As Big Tech earnings season ramps up, all eyes turn to Alphabet next week, where its AI strategy will get more scrutiny than it has in years. Investors are demanding clear evidence that Alphabet’s new AI features boost revenue without squeezing margins. They’re also focused on the costs Alphabet faces to stay competitive, and whether regulatory hurdles might force product adjustments just as those investments begin to impact earnings. The European Commission launched two “specification proceedings” under the Digital Markets Act, clarifying how the rules apply. One targets rival AI providers seeking access to features within Google’s Gemini services; the other demands access to anonymised Google Search data, including ranking, query, click, and view details. Google’s senior competition counsel Clare Kelly responded, saying, “Android is open by design,” but warned that tighter rules risk “compromising user privacy, security, and innovation.” (Reuters) Just one day before, Google agreed to a $68 million settlement in a proposed class action lawsuit claiming its voice assistant recorded and shared private conversations without consent after false activations, court documents show. The deal now awaits approval from U.S. District Judge Beth Labson Freeman in San Jose, California. (Reuters) The regulatory pressure intensifies just as the AI s...

M. Suhail/iStock Editorial via Getty Images Agree Realty ( ADC ) has been a real laggard over the last several years, but the prior underperformance is increasing my confidence for future outperformance. The company has benefited from management’s conservative views on leverage, culminating in relatively higher growth rates than peers. I expect growth rates to accelerate further as the company benefits from higher recapture rates. The stock continues to look compelling here given the potentially lower future returns of the broader markets - I reiterate my "B uy" rating. ADC Stock Price I last covered ADC in July , where I rated the stock a "B uy" due to excellent management stewardship. The stock has underperformed broader markets by around 6% since. Data by YCharts ADC is in the right place at the right time, offering a generous yield and accelerated growth potential. ADC Stock Key Metrics ADC is a triple net lease REIT, meaning that its tenants are responsible for real estate taxes, insurance, and capital expenditures. This affords it a higher cash flow margin relative to more capital-intensive REITs like those in the shopping or mall subsectors. The company typically focuses on freestanding assets, which helps to further reduce the implied risk due to the higher inherent liquidity of smaller assets. The company boasts some of the best-known brands as its top tenants. 2025 Q3 Presentation An astonishing 67% of ADC's tenants are investment grade, the highest among larger net lease REIT peers. I’d emphasize, however, that the company’s diversification in terms of tenants and sectors, as well as the aforementioned advantages of freestanding assets, are arguably more important in terms of reducing risk. The company’s high investment-grade allocation is nonetheless the “frosting on top” that solidifies its place as the highest-quality net lease REIT. 2025 Q3 Presentation ADC has also maintained a significant ground lease portfolio. I view ground leases to be even highe...

美国总统唐纳德·特朗普在当地时间周二的一次演讲中表示，农机制造商迪尔公司将在北卡罗来纳州投资 7000 万美元建厂。 特朗普没有透露更多细节，但迪尔公司在2024年——也就是前总统拜登执政时期——曾承诺在北卡罗来纳州克纳斯维尔投资相同数额的资金，并表示这将新增 150 多个就业岗位。 责任编辑：于健 SF069

Image source: The Motley Fool. Tuesday, Jan. 27, 2026 at 5 p.m. ET Call participants Chief Executive Officer and Founder — Daniel Shugar President — Howard Wenger Chief Financial Officer — Chuck Boynton Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $909 million for the quarter, up 34% year over year. -- $909 million for the quarter, up 34% year over year. Adjusted EBITDA -- $214 million for the quarter, representing a 15% year-over-year increase and yielding a 23% margin. -- $214 million for the quarter, representing a 15% year-over-year increase and yielding a 23% margin. Fiscal Year-to-Date Revenue -- $2.68 billion, rising 32% year over year. -- $2.68 billion, rising 32% year over year. Geographic Revenue Mix -- 81% of quarterly revenue from the US, with the rest of world contributing 19%. -- 81% of quarterly revenue from the US, with the rest of world contributing 19%. Operating Cash Flow -- $123 million generated in the quarter and $391 million year-to-date, supporting disciplined investment and liquidity. -- $123 million generated in the quarter and $391 million year-to-date, supporting disciplined investment and liquidity. Adjusted Free Cash Flow -- $119 million in Q3 and $360 million for the year-to-date, after modest capital expenditures. -- $119 million in Q3 and $360 million for the year-to-date, after modest capital expenditures. Cash and Debt Position -- $953 million in cash and cash equivalents at quarter-end, with zero debt outstanding. -- $953 million in cash and cash equivalents at quarter-end, with zero debt outstanding. GAAP Net Income -- $435 million year-to-date, underscoring high earnings quality. -- $435 million year-to-date, underscoring high earnings quality. Record Backlog -- Backlog now above $5 billion, with “one of our stronger quarters” of new customer bookings, particularly in the US. -- Backlog now above $5 billion, with “one of our stronger quarters” of new customer bookings, particularly in the...

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. (Source: Bloomberg)

Image source: The Motley Fool. Tuesday, January 27, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Badri Group Chief Financial Officer — Vikesh Kumar TAKEAWAYS Revenue -- Increased by 4.6% year over year for the quarter, and by 5.5% for the first half. -- Increased by 4.6% year over year for the quarter, and by 5.5% for the first half. Gross Margin -- Stood at 57.8% for the quarter, representing a 500 basis point improvement year over year; H1 gross margin was 59%, up 410 basis points. -- Stood at 57.8% for the quarter, representing a 500 basis point improvement year over year; H1 gross margin was 59%, up 410 basis points. EBITDA -- Reached 232 crores for the quarter with a 19% margin; up 25.4% year over year. H1 EBITDA was 450 crores at a 19.2% margin, up 20% year over year. -- Reached 232 crores for the quarter with a 19% margin; up 25.4% year over year. H1 EBITDA was 450 crores at a 19.2% margin, up 20% year over year. Operational PAT -- Achieved a record 140 crores for the quarter and 154 crores for H1; operational EPS for the quarter stood at 15.2, also a record high. -- Achieved a record 140 crores for the quarter and 154 crores for H1; operational EPS for the quarter stood at 15.2, also a record high. Reported PAT -- Reported at 132 crores for the quarter and 137 crores for H1, with the difference from operational PAT attributed to exceptional items. -- Reported at 132 crores for the quarter and 137 crores for H1, with the difference from operational PAT attributed to exceptional items. US Market Revenue -- Reached $73 million for the quarter, up 2% year over year, with management emphasizing a strategy focused on profitability over top-line growth. -- Reached $73 million for the quarter, up 2% year over year, with management emphasizing a strategy focused on profitability over top-line growth. Other Regulated and Growth Markets -- Combined segment revenue reached 10,300,000,000 rupees, exceeding 1,000 crores for the first time and showing 14% ...