Good morning . The greenback tumbles after Trump comments on drop. LVMH is still feeling the drag from a demand slump. And the world’s most-followed TikToker clinches a deal worth hundreds of millions of dollars. Listen to the day’s top stories . Bloomberg Dollar Spot Index 1,175.5 -1.05% S&P 500 6,978.6 +0.41% Yen Spot 152.27 -1.24% Market data as of 04:30 pm EST. Market data may be delayed depending on provider agreements. The dollar sank after Donald Trump said he isn’t concerned about a decline in the currency , saying it was “doing great.” He also criticized Asian economies he said tried to devalue their currencies. The S&P 500 closed at a fresh high on the eve of the Federal Reserve’s rate decision. The yen rose for a third day after Finance Minister Satsuki Katayama said Japan will coordinate with the US on FX action if needed. Dollar’s ‘Relentless’ Slide Has Traders Bracing for More Pain Read the Story China Vanke won more breathing room as it prepares for a restructuring, after holders of two yuan bonds accepted plans to delay the bulk of their payments by a year. A similar proposal on another yuan bond was approved by holders of that note last week. Silicon Valley’s longest-serving chief executive officer, Nvidia head Jensen Huang, has no obvious heir apparent. The 62-year-old has led the chipmaker for more than three decades and shows no sign of losing interest in the job. But investors are growing concerned about the “ key man risk .” Xi Jinping’s purge of top Chinese generals has cost Western governments a key contact and deepened fears that the People’s Liberation Army is becoming even more isolated. The removal of General Liu Zhenli, the former chief of the PLA’s Joint Staff Department, has been particularly worrying, as he had been the most effective point of contact for managing risks and preventing miscalculation, Western officials said. Deep Dive: Luxury Still Slumps LVMH is still grappling with sluggish demand, with sales at its key fashion and l...

Social network Bluesky is teasing its roadmap for the year ahead, emphasizing a focus on things like improving the app’s algorithmic Discover feed, offering its users better recommendations on who to follow, giving the app more of a real-time feel, and more. At the same time, the company admitted that it needs to work on getting the “basics” right, too. Launched to the public in early 2024 after an invite-only period, the decentralized X and Threads alternative has since scaled to over 42 million users, according to data sourced directly from the Bluesky API for developers. Though it’s differentiated from mainstream social media with its custom feeds and configurable algorithms, Bluesky hasn’t caught up to rivals with regard to basic features, like private accounts, drafts, support for longer videos, and more. Bluesky’s head of product, Alex Benzer, acknowledged some of these concerns in a new post on the company’s website, where he said that the “basics need to be solid” before Bluesky can expect users to stick around. Those remarks come after a usage slowdown on Bluesky, which saw a 40% year-over-year drop in daily active users as of October 2025, according to data from market intelligence provider Similarweb, as reported by Forbes. Image Credits:Bluesky In addition to supporting drafts, Benzer said the app’s composer should handle media better, noting that three-minute-long videos aren’t enough, and videos should upload faster. Plus, he wants Bluesky to support posting more than four photos at a time, and thinks threads should be easier to create, too. 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. TechCrunch Disrupt brings top leaders from Google Cloud, Netflix, Microsoft, Box, a16z, Hugging Face, and more to 250+ sessions designed to fuel growth and sharpen your edge. Connect with hundreds of innovative startups and join curated n...

全球财经媒体昨夜今晨 共同关注的头条新闻主要有： 1、 美元跌至四年低点，干预风险推高日元 2、 特朗普对美元的下跌并不担心 以“溜溜球”形容波动 3 、 特朗普关税追踪：落地概率不足三成 最引人注目的狠话常被收回 4 、 美国消费者信心跌至2014年以来低点 对经济与就业更趋悲观 5、 谷歌推出7.99美元低价版AI Plus订阅服务，登陆含美国在内的35个国家 6、 巴克莱：新兴市场货币有望跑赢 资金流入空间巨大 美元跌至四年低点，干预风险推高日元 美元兑一篮子货币周二跌至近四年低位，因交易商关注美日可能采取协调行动干预汇市的迹象，以及本周美联储利率决议。 衡量美元对六种主要货币的美元指数当天下跌0.84%，在汇市尾市收于96.219。 本月美元承受巨大压力，原因包括美国总统特朗普的政策举措，以及对美联储独立性的担忧。 特朗普对美元的下跌并不担心 以“溜溜球”形容波动 美国总统特朗普说“美元的表现很棒”，不认为美元跌了太多。 当被问及是否希望看到美元进一步贬值时，特朗普表示美元可能像“溜溜球”一样上下摆动。 特朗普关税追踪：落地概率不足三成 最引人注目的狠话常被收回 在不到三周的时间里，特朗普接连发出四项关税威胁。一般情况下，这类威胁会令投资者感到不安、使企业首席执行官们神经紧张，经济学家们会纷纷调低对目标国家的增长预测。 然而，金融市场和企业高管们对特朗普最新涉及伊朗贸易伙伴、格陵兰岛支持者、加拿大和韩国的警告大多表现得不以为意，认为这些仅仅是其为了获得筹码或改变对方行为的言论而采取的行动，并不会动真格。 根据研究的一项新分析，特朗普并不总是“认怂”。更准确地说，研究发现他将威胁付诸行动的情况约占四分之一。约43%的威胁后来被撤回（有时伴随着特朗普宣称取得了所谓的胜利），或者从未正式实施。 美国消费者信心跌至2014年以来低点 对经济与就业更趋悲观 由于对经济和劳动力市场的看法更加悲观，美国消费者信心1月降至十多年来的最低水平。 世界大型企业联合会周二公布的数据显示，消费者信心指数从前月上修后的94.2降至84.5。该数据为2014年5月以来最低水平，并低于所有接受彭博调查的经济学家的预期。 反映未来六个月展望的预期指标1月降至去年4月以来最低，而反映当前状况的现状指标跌至近五年低点。 谷歌推出7.99美元低价版AI Plus订阅服务，登陆含美国在内的35个国...

Orrstown Financial ( ORRF ) declared $0.30/share quarterly dividend , 11.1% increase from prior dividend of $0.27. Forward yield 3.33% Payable Feb. 17; for shareholders of record Feb. 10; ex-div Feb. 10. See ORRF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Orrstown Financial Seeking Alpha’s Quant Rating on Orrstown Financial Historical earnings data for Orrstown Financial Financial information for Orrstown Financial

Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Texas Instruments Texas Instruments: The Negative Sentiment Is Likely To Persist, For Now Texas Instruments Ahead Of Earnings: I See Stability, Not Urgency Texas Instruments Incorporated (TXN) Presents at UBS Global Technology and AI Conference 2025 Transcript Texas Instruments perks up amid Q4 results, guidance Texas Instruments GAAP EPS of $1.27 misses by $0.04, revenue of $4.42B misses by $20M

Marten Transport press release ( MRTN ): Q4 GAAP EPS of $0.05 beats by $0.02 . Revenue of $210.11M (-8.8% Y/Y) beats by $3.99M . More on Marten Transport Marten Transport's Cycle Is Defrosting With Its Stock, But Offers Low Cycle-Average Yields Marten Transport: Not Everything That Seems Cheap Warrants A Buy Marten Transport: One Of The Top Candidates In Trucking Seeking Alpha’s Quant Rating on Marten Transport Historical earnings data for Marten Transport

UNH stock tanked again, and this is the reason why. In this video, I will cover UnitedHealth Group's (UNH 19.74%) recent quarterly results and explain why the stock tanked. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of Jan. 27, 2026. The video was published on Jan. 27, 2026.

The euro climbed above the 1.20 level against the dollar for the first time since June 2021 after President Donald Trump said he was not concerned with the US currency’s decline. The currency gained as much as 1.7% to $1.2081, extending its advance as the dollar retreated again all major peers in the Group of 10. Market sentiment continues to be bullish on the euro in the options market. The premium to hedge or speculate on the European currency advancing over the next year versus the dollar, compared to it falling, rose this week to its highest level since March 2020. The greenback has been under broad pressure from concerns about rising US deficits and trade frictions. An accelerating diversification into gold and other reserve assets has also weighed on the US currency amid growing geopolitical risks. Read: Dollar’s ‘Relentless’ Slide Has Traders Bracing for More Pain After bouncing early this year, the dollar renewed its slide last week as traders reported that the Federal Reserve Bank of New York contacted financial institutions to check rates against the yen. Investors will be now be watching how the currency market reacts to the Federal Reserve’s interest rate decision on Wednesday. Swaps traders are pricing in just under two quarter-point rate cuts this year by the central bank, expecting the central bank to stay steady this week. Meanwhile, the threat of another government shutdown may add to pressure on the US currency. Senate Democratic leader Chuck Schumer vowed to block a massive spending package unless Republicans strip funding for the Department of Homeland Security, increasing the risk for a partial US government shutdown.

If being a millionaire used to mean yacht parties and champagne toasts, someone forgot to tell today's millionaires. Turns out, having seven figures in the bank doesn't always come with a sense of financial comfort—or even confidence. According to the 2025 Planning & Progress Study by Northwestern Mutual, only 36% of U.S. adults with at least $1 million in investable assets actually consider themselves "wealthy." That means 64%—despite their millionaire status—feel like they're still chasing financial security. And nearly half say their financial planning still needs work. Don't Miss: The AI Marketing Platform Backed by Insiders from Google, Meta, and Amazon — Invest at $0.85/Share Warren Buffett once said, "If you don't find a way to make money while you sleep, you will work until you die." Here’s how you can earn passive income with just $10, starting today. So What's Holding Millionaires Back? It's not just about the dollars. Millionaires may have more money than most, but many still face doubts about retirement, rising costs, and the long shadow of potential healthcare bills. Only 12% listed leaving a legacy for their heirs as their top financial goal—so forget the old assumption that rich parents are prepping golden inheritances. In fact, only 53% even plan to leave one. Their top concerns? Outliving their savings, getting slammed by taxes in retirement, and handling long-term care needs. Meanwhile, the general public is still stuck wondering if Social Security will show up for them at all. What Sets Millionaires Apart Even with all the worry, millionaires still behave differently from the average person. According to the study, a full 88% say they have a clear understanding of how much they can spend now versus what they need to save for the future. About 77% know how much money it will take to retire comfortably. And 76% describe themselves as disciplined financial planners. Trending: Americans With a Financial Plan Can 4X Their Wealth — Get Your Personalized...

Seagate Technology ( STX ) shares fell 3% in extended trading on Tuesday and took a bit of a breather, even after the storage provider reported fiscal second-quarter results and guidance that topped Wall Street's forecast by a wide margin. For the period ending Jan. 2, Seagate said it earned an adjusted $3.11 per share as revenue surged 22% year-over-year to $2.83B. Analysts had expected the company to earn an adjusted $2.83 per share on $2.75B in revenue. “Seagate’s December quarter results exceeded our expectations on both the top and bottom line, setting new records for gross margin, operating margin, and non-GAAP EPS. This performance highlights our team’s strong operational execution, the durability of data center demand, and the ongoing ramp of our HAMR-based Mozaic products,” said Dave Mosley, Seagate’s Chairman and CEO, in a statement. Mosley continued: “As AI applications amplify the creation and economic value of data, modern data centers increasingly need storage solutions that combine performance and cost-efficiency at exabyte-scale. Our areal-density-driven product roadmap positions us to meet the evolving storage requirements and exabyte demand growth, while creating significant value for our customers and shareholders for years to come.” Shares of Seagate have surged more than 250% over the past year and are up nearly 30% year-to-date, due to high demand for storage caused by surging artificial intelligence spending. Looking to the fiscal third-quarter, Seagate said it expects to earn between $3.20 and $3.60 per share on an adjusted basis, with the midpoint of $3.40 well above the forecast of $2.99 per share. Sales are expected to be between $2.8B and $3B, above the forecast of $2.79B. The company will host a conference call at 5 p.m. EST to discuss the results. More on Seagate Technology Seagate: Outlandish Valuation With Little Upside Seagate: HAMR Drives To Boost Capacity Of The Growth Story Seagate Technology's New Cycle May Be Sustainable Now Sea...

格隆汇1月28日｜特朗普：如果民主党赢得中期选举，他们很可能会弹劾我。

TUPELO, Miss., Jan. 27, 2026 (GLOBE NEWSWIRE) -- Renasant Corporation (NYSE: RNST) (the “Company”) today announced earnings results for the fourth quarter of 2025. (Dollars in thousands, except earnings per share) Three Months Ended Twelve Months Ended Dec 31, 2025 Sep 30, 2025 Dec 31, 2024 Dec 31, 2025 Dec 31, 2024 Net income and earnings per share: Net income $ 78,948 $ 59,788 $ 44,747 $ 181,272 $ 195,457 After-tax gain on sale on insurance agency — — — — 38,951 Merger and conversion related expenses (net of tax) (7,931 ) (13,129 ) (1,900 ) (37,620 ) (12,216 ) Day 1 acquisition provision (net of tax) — — — (50,026 ) — Basic EPS 0.84 0.63 0.70 2.09 3.29 Diluted EPS 0.83 0.63 0.70 2.07 3.27 Adjusted diluted EPS (Non-GAAP)(1) 0.91 0.77 0.73 3.06 2.76 Impact to diluted EPS from after-tax gain on sale of insurance agency — — — — 0.65 Impact to diluted EPS from merger and conversion related expenses (net of tax) (0.08 ) (0.14 ) (0.03 ) (0.43 ) (0.20 ) Impact to diluted EPS from Day 1 acquisition provision (net of tax) — — — (0.57 ) — “Our results this quarter reflect continued improvement in profitability as we execute on our strategic priorities. We've made significant progress on the integration of The First, and our team remained steadfast and delivered strong growth on both sides of the balance sheet,” remarked Kevin D. Chapman, President and Chief Executive Officer of the Company. “With strong fundamentals and clear momentum, we believe we are well-positioned for growth and success in 2026.” Quarterly Highlights Earnings Net income for the fourth quarter of 2025 was $78.9 million, which includes merger and conversion related expenses of $10.6 million; diluted EPS and adjusted diluted EPS (non-GAAP) (1) were $0.83 and $0.91, respectively were $0.83 and $0.91, respectively Net interest income (fully tax equivalent) for the fourth quarter of 2025 was $232.4 million, up $4.2 million linked quarter For the fourth quarter of 2025, net interest margin was 3.89%, up 4 basi...

AKRON, Ohio, January 27, 2026--(BUSINESS WIRE)--Babcock & Wilcox Enterprises, Inc. (B&W) (NYSE: BW) announced today that Dr. Homaira Akbari (Ph.D.) has been appointed to its Board of Directors, bringing the total to seven members. Dr. Akbari has served on the Board of Directors of over 25 public and private companies, including Veolia Group, a global leader in waste to energy, environmentals and hazardous waste facilities, and Banco Santander (NYSE: SAN). Dr. Akbari brings extensive international leadership experience across medium and large technology companies, including in the energy and finance sectors. She has held senior management roles in Fortune 1000 companies including Microsoft, Thales and Liberty Media, and served as member of B&W’s Advisory Board from 2022 through 2025. "Dr. Akbari’s deep expertise in AI factories and data centers, power generation systems, including baseload generation, fossil-fuel and waste-to-energy technologies makes her an outstanding addition to our Board," said Kenneth Young, B&W Chairman and CEO. "Her strategic perspective will support both immediate priorities and long‑term value creation as we continue delivering power solutions, carbon capture systems, environmental technologies, and comprehensive aftermarket services to meet the growing needs of our utility, data centers and industrial customers." She holds a doctorate in particle physics from Tufts University and an MBA from Carnegie Mellon Tepper School of Business. About Babcock & Wilcox Headquartered in Akron, Ohio, Babcock & Wilcox Enterprises, Inc. is a leader in energy and environmental products and services for power and industrial markets worldwide. Follow us on LinkedIn and learn more at babcock.com. Forward-Looking Statements B&W cautions that this release contains forward-looking statements. These forward-looking statements are based on management’s current expectations and involve a number of risks and uncertainties. For a more complete discussion of these risk ...

Farmers National ( FMNB ) declared $0.17/share quarterly dividend , in line with previous. Forward yield 5.0% Payable Feb. 27; for shareholders of record Feb. 13; ex-div Feb. 13. See FMNB Dividend Scorecard, Yield Chart, & Dividend Growth. More on Farmers National Seeking Alpha’s Quant Rating on Farmers National Historical earnings data for Farmers National Financial information for Farmers National

Western New England press release ( WNEB ): GAAP EPS of $0.26. Revenue of $22M. More on Western New England Seeking Alpha’s Quant Rating on Western New England Historical earnings data for Western New England Dividend scorecard for Western New England Financial information for Western New England

(RTTNews) - Canadian stocks posted incremental gains on Tuesday as investors refrained from big moves ahead of interest rate decisions by the central banks of Canada and the U.S. set to be announced tomorrow. After opening a little lower than yesterday's close, today the benchmark S&P/TSX Composite Index remained volatile throughout the session before ending at 33,096.40, up by 3.08 points (or 0.01%). Three of the 11 sectors posted gains today, with the energy sector leading the pack. The Bank of Canada is set to announce its interest rate decision tomorrow morning. Economists and various surveys predict that the central bank is likely to hold rates at the current 2.25% level. In October 2025, the BoC had indicated that rates were at the right level and admitted that it does not have the tools to shield the economy from the impacts due to U.S. tariffs. A recent survey of businesses and consumers by the BoC revealed that business sentiment of Canadian companies remained subdued amid tariff tensions, while consumers were worried about their jobs and debt repayments. Data released by Statistics Canada today revealed that the preliminary numbers on wholesale sales showed an increase of 2.1% for December after declining by 1.8% a month earlier. The U.S. Federal Reserve is also slated to announce its monetary policy decision tomorrow afternoon. After having executed three successive rate cuts in 2025, market participants expect the Fed to maintain the current interest range (3.50% to 3.75%) as the Fed requires time to analyze the aftereffects of tariffs on the domestic economy and labor market. The U.S. Conference Board stated today that its consumer confidence index slumped by 9.7 points to 84.5 in January, which is lower than the Covid-19 levels. Automatic Data Processing research data revealed that private U.S. employers added an average of 7,750 jobs per week in the four weeks ending January 3, little changed from an average gain of 8,000 in the previous period. Stati...

Energy Transfer ( ET ) declared $0.3350/share quarterly dividend , 0.8% increase from prior dividend of $0.3325. Forward yield 7.47% Payable Feb. 19; for shareholders of record Feb. 6; ex-div Feb. 6. See ET Dividend Scorecard, Yield Chart, & Dividend Growth. More on Energy Transfer Energy Transfer: The Operating Angle That Needs Covering Energy Transfer: Hefty Yield Now, Capital Gains Later Energy Transfer: 2 Ways To Play This, With An Obvious Winner Energy Transfer snaps consecutive sessions of gain Energy Transfer prices $3B bond offering

Stride press release ( LRN ): Q2 Non-GAAP EPS of $2.50 beats by $0.18 . Revenue of $631.3M (+7.5% Y/Y) beats by $3.4M . T he Company is forecasting the following for the full fiscal year 2026: Revenue in the range of $2.480 billion to $2.555 billion vs $2.51B consensus Capital expenditures in the range of $70 million to $80 million. Note that capital expenditures include the purchase of property and equipment, and capitalized software and curriculum development costs as defined on our Statement of Cash Flows. Effective tax rate of 24% to 25%. Adjusted operating income in the range of $485 million to $505 million. Shares +16% . More on Stride Stride, Inc.: Tech Issues Stabilizing Will Drive Stock Price Appreciation Stride: AI Fears Are Overblown Stride: Time To Double Down Stride Q2 2026 Earnings Preview Seeking Alpha’s Quant Rating on Stride

Tesla Stock Falls. Why Its Earnings Will Be ‘Ugly.’ Barron's

澳網，施維杜蓮娜首度打入女單四強。 白色裙、排名12的施維杜蓮娜，八強迎戰世界第3的歌芙，前年兩次交手都輸，今年成功復仇。這位烏克蘭球手把握歌芙發球局表現不理想，造出七個破發分，六次得手。 施維杜蓮娜的丈夫、法國球手蒙菲斯，繼續到場支持。她踏入2026年狀態大勇，兩個多星期前擊敗中國的王欣愉，在奧克蘭賽奪冠。 轉戰澳網至今不失一盤，包括今場，連贏6-1和6-2，繼2021年再在這項賽事淘汰歌芙，首度晉級澳網四強，將與「一姐」莎芭蘭卡爭入決賽。

谷歌 今日宣布，将旗下高性价比的谷歌AI Plus订阅服务推广至包括美国在内的35个国家和地区。 在美国市场，谷歌AI Plus的定价为每月7.99美元，为谷歌Gemini用户使用升级款人工智能服务提供了更经济的选择。在此之前，谷歌AI专业版是其定价最低的人工智能订阅服务，月费为19.99美元。 谷歌AI Plus包含Gemini应用中的Gemini 3专业版和纳诺香蕉专业版模型，以及Flow平台的人工智能视频创作工具，同时可在Notebook LM中使用文献研究与写作辅助功能。该服务还附赠200GB云存储空间，相关权益最多可共享给其他五位家庭成员。 谷歌现面向新订阅用户推出限时优惠：订阅首两个月享五折福利，月费低至3.99美元。用户前两个月仅需每月支付3.99美元，优惠结束后将按原价7.99美元/月计费。 目前每月支付9.99美元、订阅谷歌One高级版2TB云存储服务的用户，未来数日将自动解锁谷歌AI Plus的全部权益。 谷歌AI Plus每月提供200个视频生成AI积分，较谷歌免费版人工智能服务多出100个。免费版用户使用Gemini 3专业版存在诸多限制，而订阅用户可更少限制地使用该模型，同时解锁深度研究功能。此外，该订阅计划还支持用户有限使用维欧3.1极速版模型，以及谷歌浏览器内置的 Gemini 人工智能功能。 责任编辑：李桐

CNB Financial press release ( CCNE ): Q4 GAAP EPS of $1.10 beats by $0.34 . Revenue of $86.4M (+45.5% Y/Y) beats by $13.3M . More on CNB Financial Seeking Alpha’s Quant Rating on CNB Financial Historical earnings data for CNB Financial Dividend scorecard for CNB Financial Financial information for CNB Financial

UPS reported fourth-quarter earnings per share of $2.38 from sales of $24.5 billion. Wall Street was looking for EPS of $2.20 from sales of $24 billion.

Wall Street ticked to a record as stocks zigzagged underneath the market’s surface following mixed profit reports from UnitedHealth, General Motors and other big companies. The S&P 500 rose 0.4% Tuesday, even though more stocks fell within the index than rose. It squeaked past its prior all-time high set a couple weeks ago. The Dow Jones Industrial Average dropped 0.8%, and the Nasdaq composite rose 0.9%. Gains for Apple, Microsoft and GM helped work against sharp drops for UnitedHealth Group and other insurers. Treasury yields held relatively steady in the bond market after a report showed sharply souring confidence among U.S. consumers. On Tuesday: The S&P 500 rose 28.37 points, or 0.4%, to 6,978.60. The Dow Jones Industrial Average fell 408.99 points, or 0.8%, to 49,003.41. The Nasdaq composite rose 215.74 points, or 0.9%, to 23,817.10. The Russell 2000 index of smaller companies rose 7.02 points, or 0.3%, to 2,666.70. For the week: The S&P 500 is up 62.99 points, or 0.9%. The Dow is down 95.30 points, or 0.2%. The Nasdaq is up 315.85 points, or 1.3%. The Russell 2000 is down 2.46 points, or 0.1%. For the year: The S&P 500 is up 133.10 points, or 1.9%. The Dow is up 940.12 points, or 2%. The Nasdaq is up 575.11 points, or 2.5%. The Russell 2000 is up 184.79 points, or 7.4%.

格隆汇1月28日｜特朗普谈明尼苏达州：（被执法人员开枪打死的明尼阿波利斯居民）亚历克斯·普雷蒂不应该携带枪支。

00:00 Speaker A Nvidia is shaping up to surpass Apple as Taiwan Semiconductor's top customer in 2026, a shift that could reshape the chip sector for more we're bringing in now. 00:10 Speaker A Ben Bajarin, CEO and principal analyst at Creative Strategies. Ben, my friend, always great to see you. So let's dig in, Ben. 00:15 Speaker A You have this new post on your Substack, Substack where you you have make this interesting point, Ben. You say, you see Nvidia overtaking Apple as TSMC's biggest customer. Just walk us through that, Ben, and and what you say in there. What is the trend? 00:29 Ben Bajarin Yeah, so I think this has been inevitable for some time. I mean anybody who's looked at revenue contribution by customer, probably for the last year has just seen how much Nvidia has gained and why they were on track to to basically surpass Apple. Um they've been pretty close and I think, you know, 2026 is the year where uh they do become TSMC's largest customer by revenue, right? 00:46 Ben Bajarin And and and that and I think that shifts signals a couple of different things. If you just look at TSM's TSMC's earnings, you see the shift to HPC, so high performance computing is the vast majority of their revenue, and that's only going to continue to grow. 01:00 Ben Bajarin Um and that's just a big shift from the days of mobile, right? where Apple was really the predominant customer customer chewing up wafers for, you know, iPhones and uh iPads and Macs and whatnot to this space where we're in with this AI accelerator segment, starting to take up so much more capacity, really driving some of the vast constraints that we see in semiconductors holistically across the board. 01:25 Ben Bajarin So it's really just a change of structure, a sign of the times. Um, you know, Apple's still relevant to TSMC, uh pretty significantly in terms of wafer consumption, but the wafers and the work and the advancements and capacity and CAPEX that TSMC needs to do for uh Nvidia and others is ve...

美冬季风暴肆虐 已致至少38人死亡 2026-01-28 05:26:11 来源： 同花顺7x24快讯 分享 据央视新闻报道，一场强烈冬季风暴持续影响美国中部和东部地区。当地时间1月27日，央视记者获悉，截至当日，全美已有至少38人死亡。风暴带来大范围降雪、结冰和极端低温天气，严寒预计仍将持续。(央视新闻)

Columbus McKinnon ( CMCO ) declared $0.07/share quarterly dividend , in line with previous. Forward yield 1.35% Payable Feb. 23; for shareholders of record Feb. 13; ex-div Feb. 13. See CMCO Dividend Scorecard, Yield Chart, & Dividend Growth. More on Columbus McKinnon Columbus McKinnon: Lifting Above Its Weight Columbus McKinnon Corporation (CMCO) Presents at Baird 55th Annual Global Industrial Conference - Slideshow Columbus McKinnon Corporation 2026 Q2 - Results - Earnings Call Presentation Columbus McKinnon prices senior notes and loans Columbus McKinnon plans to raise $1.25B via senior notes

inakiantonana/E+ via Getty Images A U.S. District judge said Tuesday he would grant a preliminary injunction allowing the Vineyard Wind project off the coast of Massachusetts to resume construction , weeks after the Trump administration required all wind projects to stop work. Vineyard Wind is the fourth U.S. offshore project that has won court approval for a restart following the Trump administration's halt last month, which cited unspecified national security concerns for the suspension of five east coast wind projects for 90 days. Vineyard Wind is a joint venture between Iberdrola's ( IBDRY ) ( IBDSF ) Avangrid unit and Copenhagen Infrastructure Partners; the JV has said the project is 95% complete and is intended to deliver power to more than 400K homes and businesses. ETF: ( FAN ) More on Iberdrola and wind power Ibderdrola: Equity Story Has Become Much More Visible Seeking Alpha’s Quant Rating on Iberdrola FAN: Understanding The Structure And Suitability Of This Wind Power ETF

格隆汇1月28日｜特朗普谈明尼苏达州：不是退缩，而是改变。