Virtual Power Plant providers National Grid and Sunrun are providing solutions to keep up with AI power requirements. U.S. electricity demand is surging, fueled by electric vehicles (EVs), data centers, and extreme temperatures. As reliable coal and gas plants retire faster than replacements are built, the grid is becoming dependent on variable wind and solar power. To bridge the gap, utilities are turning to virtual power plants (VPPs). VPPs are a cloud-based networks that use thousands of small energy resources, including smart thermostats, EV chargers and home batteries as a single power source. During times of peak stress, VPPs activate by discharging power, signaling thousands of interconnected home batteries, such as those used by Tesla (TSLA 0.52%) or Enphase Energy (ENPH +1.60%), to send stored energy back to the grid. VPPs can also reduce overall demand by adjusting smart appliances, nudging smart thermostats by a couple of degrees, or by pausing EV charging. Two of the bigger VPP operators, National Grid (NGG +1.74%) and Sunrun (RUN +3.70%), benefit from grid operators' need to meet energy demand during peak times. That's especially true now, as power-hungry data centers multiply, driven by the rise of artificial intelligence (AI). Both companies are seeing additional revenue and profits from offering VPPs. National Grid poised to grow along with power demands National Grid is a multinational power company based in London. In the UK, it is a monopoly that manages the high voltage electricity transmission network in England and Wales. In the U.S., it is an electricity, natural gas, and clean energy company that serves more than 20 million customers in New York and Massachusetts. Expand NYSE : NGG National Grid Plc Today's Change ( 1.74 %) $ 1.44 Current Price $ 84.02 Key Data Points Market Cap $82B Day's Range $ 83.20 - $ 84.34 52wk Range $ 59.35 - $ 84.34 Volume 443K Avg Vol 622K Gross Margin 29.42 % Dividend Yield 3.78 % Over the past year, its shares hav...

Key Points National Grid has the advantage of being a monopoly in the UK. Sunrun's stock has climbed 94% over the past year. VPPs are cloud-based networks that help supply power to the grid at peak times. 10 stocks we like better than National Grid Plc › U.S. electricity demand is surging, fueled by electric vehicles (EVs), data centers, and extreme temperatures. As reliable coal and gas plants retire faster than replacements are built, the grid is becoming dependent on variable wind and solar power. To bridge the gap, utilities are turning to virtual power plants (VPPs). VPPs are a cloud-based networks that use thousands of small energy resources, including smart thermostats, EV chargers and home batteries as a single power source. During times of peak stress, VPPs activate by discharging power, signaling thousands of interconnected home batteries, such as those used by Tesla (NASDAQ: TSLA) or Enphase Energy (NASDAQ: ENPH), to send stored energy back to the grid. VPPs can also reduce overall demand by adjusting smart appliances, nudging smart thermostats by a couple of degrees, or by pausing EV charging. 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 » Two of the bigger VPP operators, National Grid (NYSE: NGG) and Sunrun (NASDAQ: RUN), benefit from grid operators' need to meet energy demand during peak times. That's especially true now, as power-hungry data centers multiply, driven by the rise of artificial intelligence (AI). Both companies are seeing additional revenue and profits from offering VPPs. National Grid poised to grow along with power demands National Grid is a multinational power company based in London. In the UK, it is a monopoly that manages the high voltage electricity transmission network in England and Wales. In the U.S., it is an electricity, natural gas, and clean energy company that serves more than 20 million customers in New York and Massachusetts. Over the...

How 2026 AI Spending Forecasts Could Reshape Big Tech Stock Performance Morningstar

onurdongel/E+ via Getty Images Roche ( RHHBY ) reported positive phase 2 results of CT-388 in patients with obesity. The results compare well across trials to Eli Lilly’s ( LLY ) tirzepatide, and while we have to wait for more detailed data presentation at an upcoming medical conference, there should be a sigh of relief for Roche investors as even this topline press release eases tolerability concerns. As a reminder, there were previously concerns about CT-388's tolerability after high rates of gastrointestinal adverse events in the phase 1 trial, but as I mentioned in my September 2024 article covering the phase 1 data, Roche was pushing the envelope to fully characterize CT-388’s efficacy and safety profile, and the company was planning to address tolerability issues by starting with a low dose followed by measured titration to optimize tolerability. And while the share price of Roche has advanced 75% since my initiation article in May 2024, I believe these topline results coupled with other shots on goal such as petrelintide, and continued business development efforts put Roche in a good position for significant growth in the obesity and adjacent markets, starting in the late 2020s. CT-388 looks competitive to tirzepatide on efficacy and tolerability CT-388 is Roche’s injectable GLP-1/GIP agonist, and it is part of the company’s dual strategy of pursuing injectable and oral treatment options for patients with obesity, type 2 diabetes and related comorbidities. In my review of the detailed efficacy and safety data of CT-388, I noted the disappointingly high rates of gastrointestinal (‘GI’) adverse events in the phase 1 trial, but that these were driven by design – Roche was pursuing aggressive titration regimens to fully characterize the efficacy, safety, and tolerability profile of both CT-388 and the oral GLP-1 receptor agonist CT-996. For the phase 2 trial, Roche went with a “start low and go slow” titration regimen with the goal of improving the tolerability o...

Igor Barilo/iStock via Getty Images When I look at the strength of gold's bull market, it is simply just astounding. Note that gold ( XAUUSD:CUR ) has outperformed the S&P 500 ( SPX , SPY ) in the past year with miles to spare, and that daylight between them looks to be stretched further in 2026. Should I even bother to bring up silver ( XAGUSD:CUR )? If you have been following closely on the discussion about the gold/silver price chart, silver's outperformance has been so astounding, that it seems gold's surge pales in sharp comparison to silver's one way rocket ship. Gold's moonshot has completely upended how the market views the safe haven status of the USD as part of their overall basket. Narratives about the debasement trade have gained renewed fervor in the new year, even as the the U.S. market is on course to regain the recent highs, as investors look past the previous week's geopolitical upheavals linked to Greenland . Since President Trump's announcement of the so-called "Greenland deal," gold has taken on new imperatives in a new advancing phase, while silver has gone on a truly parabolic spike that hasn't just shattered new highs, but also printed a record volume unseen in the past decade. I guess the key question in everyone's mind right now is arguably whether there's still enough juice for prospective gold investors who are getting bitten by the gold bug right now, as they feel like they have missed the biggest move in the past ten years. Gold price chart (long-term, monthly) (TradingView) I wanted to zoom out using gold's long-term print to provide readers with a bigger picture view into the underpinnings of gold's incredibly resilient uptrend bias. As seen above, such an ascendant phase in gold's long-term story isn't new, as the last bull market lasted for ten years from the depths of 2001 before pulling back after peaking in 2011. Obviously, the fractures of the dot-com bust, and then followed by the throes of the U.S. financial crisis, were a true...

Anker’s MagGo Wireless Charging Station (Foldable 3-in-1) can quickly charge compatible iPhones and Apple Watches. Buying separate chargers for your phone, watch, and earbuds adds up quickly. Anker’s MagGo Wireless Charging Station (Foldable 3-in-1) replaces all three, and now through January 30th it’s just $49.99 ($60 off) at Amazon-owned Woot . That’s the best price we’ve seen, and cheaper than many chargers designed for just one device. Anker MagGo Wireless Charging Station (Foldable 3-in-1) Where to Buy: $49.99 $109.99 at Woot The charging station delivers up to 15W of power to compatible MagSafe iPhones while pulling double duty as an adjustable phone stand, making it easy to check notifications at a glance. For Apple Watch owners, it supports fast charging on newer models like the Apple Watch Series 11 . In between, there’s a Qi charging pad that outputs up to 5W for AirPods or other earbuds that support wireless charging. The foldable design adds even more convenience. That makes it easy to toss in a bag — especially since it weighs less than the iPhone 17 Pro — and even when left out, it helps keep your desk tidy by replacing multiple chargers and stacking your phone, watch, and earbuds vertically rather than taking up space side by side. Rounding things out, Anker includes a 40W USB-C power adapter and a five-foot USB-C–to–USB-C cable, so you have everything you need to get started charging right out of the box. A couple more deals worth a look If you’re looking to get a head start on Valentine’s Day gift shopping, the Lego Roses are currently on sale for $9.91 ($5 off) at Amazon and Walmart — $3 more than its best price to date. The set includes 120 Lego pieces that you — and your Valentine, if you’re looking for a cute date-night activity — can use to build two red roses with adjustable stems. Anker’s Soundcore Boom 3i has dropped to $74.99 ($65 off) at Amazon and directly from Soundcore , its lowest price to date. The rugged Bluetooth speaker stands out ...

This fund makes it easy to invest in high-yielding MLPs. Master limited partnerships (MLPs) offer investors big-time yields. Popular MLPs Enterprise Products Partners (EPD +0.12%) and Energy Transfer (ET +0.14%) currently yield 6.7% and 7.4%, respectively. That's several times higher than the S&P 500, which has a 1.1% dividend yield. MLPs offer investors several other advantages beyond passive income, but they have a major drawback for many investors. These entities send their investors a Schedule K-1 Federal tax form each year instead of a Form 1099-DIV. These forms often don't arrive until March (or later) and can complicate your tax filing. That's why investors who are interested in the income offered by MLPs should check out the Alerian MLP ETF (AMLP +0.68%). Drilling down into this oil ETF The Alerian MLP ETF tracks an index (Alerian MLP Infrastructure Index) composed of more than a dozen energy infrastructure MLPs. As a result, it offers broad diversification across the energy midstream sector: Petroleum pipeline transportation : 29.4% of the fund's assets. Natural gas pipeline transportation : 24.3%. Gas gathering and processing : 21.1% Marketing and distribution : 16.9%. Liquefied natural gas : 4.5%. Gas compression : 3.8%. The fund collects distributions from MLPs and aggregates them into a single quarterly payment to investors. The ETF has an 8% distribution yield based on payments over the last 12 months. The Alerian MLP ETF currently charges an expense ratio of 0.85%. While that's higher than many other oil stock ETFs, the cost can be worth it for the tax simplicity this fund offers. The ETF receives and processes all K-1s from the MLPs it holds. It then distributes a single Form 1099 to shareholders. That eliminates the requirement to report K-1 income on your personal income tax return. It also enables you to hold this fund in a tax-deferred retirement account, such as an IRA. Expand NYSEMKT : AMLP Alps ETF Trust - Alerian Mlp ETF Today's Change ( 0.68...

Anxiety, depression, eating disorders, and death. These can be the consequences for vulnerable kids who get addicted to social media, according to more than 1,000 personal injury lawsuits that seek to punish Meta and other platforms for allegedly prioritizing profits while downplaying child safety risks for years. Social media companies have faced scrutiny before, with Congressional hearings forcing CEOs to apologize , but until now, they've never had to convince a jury that they aren't liable for harming kids. This week, the first high-profile lawsuit—considered a "bellwether" case that could set meaningful precedent in the hundreds of other complaints—goes to trial. That lawsuit documents the case of a 19-year-old, K.G.M, who hopes the jury will agree that Meta and YouTube caused psychological harm by designing features like infinite scroll and autoplay to push her down a path that she alleged triggered depression, anxiety, self-harm, and suicidality. Read full article Comments

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格隆汇1月28日｜消息人士称，美国政府即将发布一项通用许可证，解除对委内瑞拉石油行业的部分制裁。

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it's contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting with us, check out the Odd Lots Discord , where you can hang out and talk with us and with other listeners 24/7. Here’s what Tracy’s thinking about At this point, TACO has entered the popular market lexicon not as a delicious Mexican meal but as shorthand for the notion that Trump always backs away from the worst of his tariff threats. That sentiment now has data behind it. A new Bloomberg Economics analysis finds that Trump has fully followed through on just 27% of the tariff threats he’s made so far. In other words, fewer than one in three of his trade salvos ever make it past the bluster phase. Of course, the problem with not following through on threats is that, after a while, people tend to stop believing them. Credibility decay creeps in. On that note, it’s interesting to see the market reaction to Trump’s latest saber rattling, threatening to raise tariffs on South Korea to 25%. The Kospi closed up 2.7% after the headlines hit. And when Trump later seemed to soften his stance with a comment about how “we’ll work something out,” the iShares MSCI South Korea ETF (which trades in the US) ticked lower . At least some traders now seem to be treating tariff talk as a transitory headline risk rather than the start of a lasting policy shift. Of course, the stated goal of Trump’s tariffs isn’t to spook the market. They’re ostensibly meant to set the tone for negotiation and eventually improve the US trade balance. But when it comes to the market, it does look like TACO is increasingly priced in, which may mean all the tariff threats end up having less bite as a policy tool to...

美国财政部拍卖700亿美元五年期国债 2026-01-28 02:06:48 来源： 同花顺7x24快讯 分享 美国财政部拍卖700亿美元五年期国债，得标利率3.823%(11月25日为3.562%)，投标倍数2.34(前次为2.41)。

Northwood, the maker of ground infrastructure for the space industry, has closed a $100 million Series B, led by Washington Harbour Partners. Bridgit Mendler, CEO and co-founder of Northwood, discusses the demand driving this funding round. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)

What Happened? Shares of glass and electronic component manufacturer Corning (NYSE:GLW) jumped 16.6% in the afternoon session after it unveiled a multiyear agreement worth up to six billion dollars hours before its scheduled earnings report. Executives detailed how the company would supply the optical fiber and cabling necessary to wire Meta's next generation of artificial intelligence data centers. Investors viewed this contract not merely as a revenue boost, but as the definitive validation of the long-awaited supercycle in fiber optics. To fulfill the colossal order, the company pledged to expand its manufacturing operations in Hickory, North Carolina. CEO Wendell Weeks described the hyperscalers as the company's most critical growth engine. Is now the time to buy Corning? Access our full analysis report here, it’s free. What Is The Market Telling Us Corning’s shares are not very volatile and have only had 6 moves greater than 5% over the last year. Moves this big are rare for Corning and indicate this news significantly impacted the market’s perception of the business. The previous big move we wrote about was 12 days ago when the stock gained 3.8% on the news that BofA raised its price target on the company's shares to $110 from $95 while keeping a Buy rating. The positive analyst note came ahead of the company's scheduled fourth-quarter results. In the preview, the firm pointed to Apple's expected foldable device launch as a potential positive for Corning's future business. The analyst specifically mentioned that this development could provide incremental color on the company's Optical, Solar, and Specialty segments. The updated price target reflected a more optimistic outlook on the stock's potential. Corning is up 22.1% since the beginning of the year, and at $110.71 per share, has set a new 52-week high. Investors who bought $1,000 worth of Corning’s shares 5 years ago would now be looking at an investment worth $3,142. Microsoft, Alphabet, Coca-Cola, Monste...

Mohamad Faizal Bin Ramli/iStock via Getty Images Market Review California munis advanced. California municipal bonds (munis) delivered another quarterly gain, improving year-to-date performance. A favorable technical backdrop, combined with continued inflows and Federal Reserve easing, helped support the asset class. California munis performed in line with national munis. Economy remained resilient. The government shutdown canceled or delayed key economic data, but available metrics indicated resilience. The U.S. economy gathered strength in the third quarter, logging an annualized growth rate of 4.3%, compared with 3.8% in the second quarter. Other data released in the fourth quarter showed economic activity slowed but generally remained expansionary. Munis outperformed Treasuries. Longer-maturity municipal bond yields declined for the quarter, which helped investment-grade munis outperform Treasuries. Additionally, the yield curve flattened, general obligation (GO) bonds outperformed revenue bonds and longer-maturity munis broadly outpaced shorter-maturity issues. Most states' finances were sound. Overall, solid financial market performance has kept most states’ reserve balances on solid ground. Many states expect to draw down surplus funds as pandemic-era federal support wanes and budget challenges emerge. Additionally, federal budget cuts will lead to higher Medicaid costs, but the extended timeline for implementation may offset funding gaps. Issuance remained robust. Fourth-quarter municipal bond issuance totaled $141.6 billion, down from $155 billion in the third quarter but slightly higher compared with 2024’s final quarter. Issuance in the latest quarter was particularly heavy in the electric power and energy prepay sectors. Total muni issuance in 2025 topped $580 billion, a 13% increase compared with 2024, according to SIFMA. High-yield munis underperformed. Municipal credit spreads remained fairly steady for the quarter. High-yield municipal bond returns a...

Los Angeles Homeless Services CEO Charged With Defrauding Taxpayers To Pay For Luxury Lifestyle Via Headline USA , The CEO of a Los Angeles homeless services charity faces federal and state fraud charges after prosecutors said he lived a luxury lifestyle that included lavish vacations and designer clothes paid for with $23 million in public money meant to keep people off the streets. Alexander Soofer, 42, was arrested Friday at his $7 million home that investigators believe he afforded using funds that were supposed to support his nonprofit Abundant Blessings, said First Assistant U.S. Attorney Bill Essayli . The charitable group was contracted with the Los Angeles Homeless Services Authority, a county agency, to use taxpayer money to find shelter and provide three meals a day for more than 600 homeless residents. Instead, prosecutors said Soofer bought a $125,000 Range Rover, a $2,450 Hermes jacket, a vacation home in Greece and a trip to Hawaii, where he stayed at the Four Seasons hotel that was famously the setting for the HBO TV show “The White Lotus.” “He was living the high life while the people suffering, the homeless, lived on the streets with no shelter, no food,” Essayli said during a Friday news conference with Los Angeles County District Attorney Nathan Hochman. If convicted as charged, Soofer could receive a sentence of up to 20 years in prison, Essayli said. An email was sent Monday seeking comment from Soofer’s attorney, Hilary Potashner. According to the indictment, Soofer falsified invoices to claim he was serving fresh meals and renting out rooms while homeless people were instead fed canned beans and bulk packs of microwavable ramen noodles. Investigators found Soofer falsified records to cover up the fact that he paid himself to “rent” properties for homeless people that he already owned, the indictment said. “Mr. Soofer called his company Abundant Blessings, but the only abundant blessings were the blessings he gave himself,” Hochman said. Durin...

(RTTNews) - Cornerstone Bancorp Inc. (CNBP) announced a profit for its fourth quarter that Increased, from the same period last year The company's earnings came in at $3.08 million, or $3.14 per share. This compares with $2.97 million, or $3.02 per share, last year. The company's revenue for the period rose 17.4% to $9.77 million from $8.32 million last year. Cornerstone Bancorp Inc. earnings at a glance (GAAP) : -Earnings: $3.08 Mln. vs. $2.97 Mln. last year. -EPS: $3.14 vs. $3.02 last year. -Revenue: $9.77 Mln vs. $8.32 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Analysts have been eager to weigh in on the Consumer Cyclical sector with new ratings on LKQ (LKQ – Research Report), Restaurant Brands International (QSR – Research Report) and Amazon (AMZN – Research Report). Claim 50% Off TipRanks Premium LKQ (LKQ) Roth MKM analyst Scott Stember reiterated a Buy rating on LKQ today and set a price target of $43.00. The company’s shares closed last Monday at $34.42. According to TipRanks.com, Stember is a 4-star analyst with an average return of 10.7% and a 59.9% success rate. Stember covers the NA sector, focusing on stocks such as Standard Motor Products, Camping World Holdings, and Winnebago Industries. ;'> Currently, the analyst consensus on LKQ is a Strong Buy with an average price target of $41.25, representing an 11.1% upside. In a report issued on January 15, TipRanks – PerPlexity also upgraded the stock to Buy with a $37.00 price target. See the top stocks recommended by analysts >> Restaurant Brands International (QSR) In a report released today, Sara Senatore from Bank of America Securities maintained a Sell rating on Restaurant Brands International, with a price target of $64.00. The company’s shares closed last Monday at $67.35. According to TipRanks.com, Senatore is a 4-star analyst with an average return of 4.1% and a 52.2% success rate. Senatore covers the NA sector, focusing on stocks such as First Watch Restaurant Group, Papa John’s International, and Brinker International. ;'> Currently, the analyst consensus on Restaurant Brands International is a Moderate Buy with an average price target of $77.61. Amazon (AMZN) In a report released today, Mark Shmulik from Bernstein maintained a Buy rating on Amazon, with a price target of $300.00. The company’s shares closed last Monday at $239.04, close to its 52-week high of $242.52. According to TipRanks.com, Shmulik is a 5-star analyst with an average return of 23.1% and a 71.6% success rate. Shmulik covers the NA sector, focusing on stocks such as Reddit Inc Class A, Al...

Lighthouse Films/DigitalVision via Getty Images The world of REITs has changed considerably over the past five years. The era of easy capital has passed and the eye of investors has become more discerning in the post-pandemic era. This means that the businesses of old and new REITs have received a different kind of scrutiny as REITs like Realty Income ( O ) begin to show their age and new players like Generation Income Properties ( GIPR ) struggle to earn their stripes. Despite the challenges, some REITs like Essential Properties Realty Trust ( EPRT ) have found success with a clean slate to build from. Data by YCharts In the past, I’ve talked about REITs from just about every angle. Somewhere I often fall back to is the business model. What does this REIT do and how does it make money? That’s exactly the lens we will apply today to Modiv Industrial ( MDV ). Investors who are looking for MOnthy DIVidends from a REIT that owns Industrial assets may find MDV attractive. The company recently increased its dividend payout by 2.6% and updated investors via their 8-k . Let’s dive into recent coverage and more updates. Review of Prior Coverage Last year, I covered MDV on several occasions. I initiated coverage on the REIT and subsequently published a short piece talking about the dangers of the sale leaseback transaction. My initial coverage introduced the company and its portfolio. We talked about how MDV was working to build a modern industrial portfolio with its lean team of less than ten people led by CEO Aaron Halfacre. In my follow up coverage, I talked about the dangers of the industrial sale leaseback. The most important piece was differentiating retail sale leasebacks from other asset classes, including industrial. Without unit level financials, it becomes difficult to assess the health of the asset. Going even further, many industrial operators who are selling their mission critical properties have a sponsor backing them who is recapitalizing. From my chair, this...

(RTTNews) - Alexandria Real Estate Equities, Inc. (ARE) will host a conference call at 2:00 PM ET on January 27, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to http://investor.are.com/webcasts To listen to the call, dial (833) 366-1125 (U.S./Canada) or (412) 902-6738 (international). For a replay call, dial (855) 669-9658 (U.S./Canada) or (412) 317-0088 (international) and enter access code 4730896. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

美国财政部拍卖700亿美元五年期国债，得标利率3.823%（11月25日为3.562%），投标倍数2.34（前次为2.41）。

Brandon Bell/Getty Images News Texas Governor Greg Abbott on Tuesday ordered state agencies and public universities to immediately pause new H-1B visa petitions, halting sponsorship of highly skilled foreign workers through May 31, 2027, as the state reviews its use of the program and awaits federal action. “Evidence suggests that bad actors have exploited this program by failing to make good-faith efforts to recruit qualified U.S. workers before seeking to use foreign labor,” Abbott wrote in a letter to agency heads. “Rather than serving its intended purpose of attracting the best and brightest individuals from around the world to our nation to fill truly specialized and unmet labor needs, the program has too often been used to fill jobs that otherwise could—and should—have been filled by Texans,” he added . His directive follows President Donald Trump's push for major, abuse-preventing changes to the H-1B visa program, including a proposed $100K fee on new applications. Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on the U.S. Economy The World's Debt Alarm Is Ringing - Will Treasuries Hear It Next? Fed Rate Cuts On Hold Till June, According To Market Forecasts Greenback Mostly Consolidates, While Yen Gyrations Point To Nervous Market Pantheon Macro suggests that markets may be overpricing inflation risks Odds of a government shutdown surge to 80%

Here's how one investor is planning to play the volatility he expects this year after a whipsaw first month: a portfolio that is 70/30 stocks and cash. Ken Mahoney, CEO of Mahoney Asset Management, said investors should hold onto a "meaningful amount" of cash this year — roughly 20% to 30% of their portfolios — to provide a buffer not just for geopolitical risks, but for heightened tensions heading into the midterm elections this year. "I always tell clients, we can make volatility our friend or foe," said Mahoney. He added, "It depends on the person, but anywhere from 20% to 30% would be a pretty good buffer now to have something in cash." That would mean a portfolio that is either 70/30 — or even 80/20 — stocks and cash, as opposed to the low single-digit percentage allocation investors usually earmark to cash in any given year. New Jersey-based Mahoney Asset Management has $450 million in assets under management. Traditionally, a classic mix of 60% stocks and 40% bonds is touted to give investors growth while also offering some risk mitigation. Indeed, last year was a strong year for fixed income, with the iShares Core U.S. Aggregate Bond ETF offering a total return of more than 7%, reviving interest in the asset class. However, Mahoney said he worries a higher 10-year yield could pressure bonds this year, possibly even leading to negative returns. "We don't have a bond allocation. We think that's a wasted asset," he said. Instead, he's far more confident an expanding economy will be positive for the stock market in 2026, in which a substantial cash allocation will help investors play offense in a midterm election year that is likely to involve at least one correction of more than 15%, if history is any guide. Indeed, midterm election years tend to be the most volatile for stocks in a four-year presidential cycle. According to Aptus Capital Advisors, the average intra-year decline for the S & P 500 is 19%, while the other three years have an average intra-year dr...

A view of the snow covered streets as heavy snowfall blanketed Washington, D.C. on Jan. 26, 2026. Celal Gunes | Anadolu | Getty Images The U.S. government is on the brink of a partial shutdown beginning at 12:01 a.m. Saturday in large part because of a second recent killing of a U.S. citizen by federal agents in Minneapolis. It would be different than last year's shutdown. The killing of Alex Pretti , a 37-year old intensive care nurse, has galvanized fierce Senate Democratic opposition to a House-passed measure providing funding for the Department of Homeland Security and a slew of other agencies. The more-than-$1.2 trillion package cleared the House of Representatives last week and accounts for the bulk of government spending for the fiscal year ending Sept. 30. Democratic support will be required to pass the bill, which needs 60 votes to avert the filibuster in the Senate that Republicans control 53-47. Democrats are demanding the DHS portion be stripped in exchange for their votes, something Republicans have signaled they will not do. If the Senate alters the bill at all, it would have to be reapproved by the House, which is out on a prescheduled recess and has not announced plans to return before the deadline. In addition to DHS, the bill would fund the Departments of Defense, Treasury, State, Health and Human Services, Labor, Housing and Urban Development, Transportation, and Education. Should the bill not pass by the Friday night deadline, those agencies would be deprived of funding and enter a shutdown posture — meaning "nonessential" employees would be furloughed and "essential" employees would work without pay. Spending bills that President Donald Trump already signed would keep the rest of the government open. "Activities that are necessary to protect life and property continue, although the workers in those functions may not be paid while they are working," said Caleb Quakenbush, associate director of economic policy at the Bipartisan Policy Center. "Age...

Sandisk SNDK is set to report its second-quarter fiscal 2026 results on Jan. 29. For the to-be-reported quarter, SNDK expects revenues between $2.55 billion and $2.65 billion. The Zacks Consensus Estimate for revenues is pegged at $2.67 billion. Sandisk expects non-GAAP earnings between $3.00 and $3.40 per share. The consensus mark for earnings is pegged at $3.54 per share, up 9% over the past 30 days. Consensus Estimate Trend SNDK’s earnings have surpassed the Zacks Consensus Estimate in all the trailing three quarters. Sandisk Corporation Price and EPS Surprise Sandisk Corporation Price and EPS Surprise Sandisk Corporation price-eps-surprise | Sandisk Corporation Quote Let us see how things have shaped up for the upcoming announcement. Key Factors to Note Ahead of SNDK’s Q2 Results Sandisk, which was spun off from Western Digital in February 2025, is expected to have benefited from strong demand for NAND storage products that are capable of processing large volumes of data quickly and efficiently. In the first quarter of fiscal 2026, Sandisk’s BiCS8 technology accounted for 15% of total bits shipped and is expected to reach the majority of bit production exiting fiscal year 2026. Rapid growth of AI is creating a strong tailwind for SNDK’s high-capacity, power-efficient SSDs enabled by the BiCS8 technology. This is expected to have driven by the company’s top-line growth. BiCS8 technology is expected to boost Sandisk’s data center business, which reported revenues of $269 million in the first quarter of fiscal 2026, up 26% sequentially. This is expected to boost SNDK’s competitive position against the likes of Western Digital, Seagate and Micron Technology. Sandisk competes against these peers in SSDs, HDDs, flash memory, as well as hybrid storage. In the first quarter of fiscal 2026, SNDK’s edge revenues jumped 26% sequentially and 30% year over year to $1.39 billion. The business is benefiting from the ongoing PC refresh cycle, aided by Windows 11 adoption, a tre...

美国总统特朗普在谈及明尼阿波利斯发生的导致Alex Pretti死亡的枪击事件时表示：“你不能带着枪走进去，你不能那样做。” 特朗普在前往艾奥瓦州之前，在白宫向记者发表讲话。 特朗普称这起枪击事件是“非常不幸的事件”。 责任编辑：丁文武

Image source: The Motley Fool. Tuesday, January 27, 2026 at 12 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Preston Feight General Manager, Kenworth — Kevin D. Baney Chief Financial Officer — Brice J. Poplawski Director of Investor Relations — Ken Hastings Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Quarterly Revenue -- $6.8 billion was reported for the fourth quarter, reflecting operational momentum. -- $6.8 billion was reported for the fourth quarter, reflecting operational momentum. Quarterly Net Income -- $557 million was achieved, supporting continued profitability. -- $557 million was achieved, supporting continued profitability. Annual Adjusted Net Income -- $2.64 billion, marking the fourth-highest profit in company history. -- $2.64 billion, marking the fourth-highest profit in company history. Annual Revenue -- $28.4 billion highlighted ongoing demand in core markets. -- $28.4 billion highlighted ongoing demand in core markets. Adjusted After-Tax Return on Revenue -- 9.3% signals effective cost and pricing discipline. -- 9.3% signals effective cost and pricing discipline. PACCAR Parts Annual Revenue -- $6.9 billion, up 3%, with record pretax profit at $1.67 billion. -- $6.9 billion, up 3%, with record pretax profit at $1.67 billion. PACCAR Parts Q4 Revenue -- $1.7 billion, up 4% from prior year, paired with a $415 million pretax profit. -- $1.7 billion, up 4% from prior year, paired with a $415 million pretax profit. PACCAR Financial Services Annual Revenue -- $2.2 billion, reaching a record; pretax income grew by 11% to $485 million. -- $2.2 billion, reaching a record; pretax income grew by 11% to $485 million. PACCAR Financial Services Q4 Revenue -- $569 million, signifying growth; quarterly pretax income increased by 10% to $115 million. -- $569 million, signifying growth; quarterly pretax income increased by 10% to $115 million. Dividend -- $2.72 per share declared for the year, including $1.40 year-end dividend, g...