A trip in a Waymo robotaxi still costs more, on average, than a comparable ride in a human-driven Uber or a Lyft. But that gap is narrowing, according to new data published Tuesday by Obi, a company that aggregates real-time pricing and pick-up times across multiple ride-hailing services. Two factors, working together, are behind the change. Waymo has lowered its pricing, at least in the San Francisco Bay Area where the data was pulled, while traditional ride-hailing rides on the Uber and Lyft networks have risen, according to Obi. The new data was collected between November 27 and January 1, with Obi simulating more than 94,000 ride requests in the Bay Area. The company found that Waymo rides cost an average of $19.69, while Uber rides were slightly cheaper at $17.47. Lyft rides across the same period averaged $15.47. In June, Obi released its first report analyzing robotaxi versus ride-hailing data. The data, which was taken from rides in April 2025, showed Waymo rides averaged $20.43, Uber landed at $15.58, and Lyft rides evened out at $14.44. Compared to these figures, Waymo’s average cost has dropped 3.62%, while Uber’s went up 12%, and Lyft’s climbed 7%. Obi CEO Ashwini Anburajan told TechCrunch she believes this is a trend to watch because, while last April’s data implied customers were willing to pay a higher price to ride in a Waymo, the “novelty is wearing off for people in the Bay Area.” That means Waymo will likely keep having to price its offering more competitively, she said. The wildcard: Tesla The wildcard in Obi’s new report is that it collected data on Tesla’s burgeoning robotaxi service, which appears to be far cheaper than these other three offerings. But there are a number of important caveats. For one, Tesla isn’t technically operating a robotaxi service in the San Francisco area, where the data was sampled. Tesla doesn’t have the permits required to operate a driverless commercial robotaxi service in the state. Nor does it have a transportatio...

Smartphone video app maker Reincubate reportedly sued Apple ( AAPL ) in New Jersey federal court on Tuesday, alleging that the tech giant stole its technology and maintains an illegal monopoly over the US smartphone software market. In the lawsuit, Reincubate stated that Apple copied patented features of its app Camo, incorporating them into iOS to redirect user demand to Apple’s own platform-tied offering, according to a Reuters report. Reincubate released Camo in 2020, which allows the use of smartphones as webcams for computer-based video calls. The London-based firm mentioned that Apple encouraged Reincubate to develop and market Camo for iOS before the iPhone maker copied and integrated similar features into iOS through Continuity Camera in 2022. As per the lawsuit, Apple’s practice violates US antitrust laws by locking users into its dominant mobile operating system, preventing them from switching to competitors. Apple did not immediately respond to Seeking Alpha's request for comment. According to the Reuters report, Reincubate is also seeking an unspecified amount of monetary damages and court orders to block Apple's alleged misconduct. More on Apple Apple: I Love The Valuation, But Not The Product Technology Path Apple: Q1 Results Could Trigger A Price Reversal, But Buy Regardless Wall Street Brunch: Megacaps And The Fed Anthropic asked Apple for 'several billion dollars' per year for Siri deal: report Nancy Pelosi discloses buys of Nvidia, Apple, AllianceBernstein, and more; sells some stakes

This is a bellwether for the AI business. Amazon (AMZN +1.44%) stock has barely moved over the past year, but come earnings time, and the stock might finally get the juice it needs to jump higher. There are many things the market is going to take note of when the company reports 2025 fourth-quarter earnings on Feb. 5, but the most important one to watch is Amazon Web Services (AWS) sales. AI and AWS AWS is Amazon's cloud services division. It's the largest cloud company in the world, with 29% of the global market share, according to Statista. However, the competition is making strong headway, and Microsoft and Alphabet are both growing their businesses quickly. Given its size, AWS's growth has naturally decelerated over the past few years, although it reaccelerated in the 2025 third quarter to a 20% increase. That was its highest increase in 11 quarters. It had a $200 billion backlog at the end of the third quarter, not including new deals that weren't included in that number since the end of the third quarter. Expand NASDAQ : AMZN Amazon Today's Change ( 1.44 %) $ 3.44 Current Price $ 241.86 Key Data Points Market Cap $2.5T Day's Range $ 238.09 - $ 242.91 52wk Range $ 161.38 - $ 258.60 Volume 789K Avg Vol 45M Gross Margin 50.05 % The AI business lives in AWS, where cloud clients get access to Amazon's full suite of AI services, including tools to build custom large-language models (LLM) as well as use of Amazon's signature Bedrock platform. AWS performance is a good peek into what's happening with AI. Management says that it has more features coming out faster than any of the competition, and that means it should be able to gain more business, too. Investors should keep an eye on whether or not that's happening to get a sense of Amazon's position in the market.

Key Points Amazon Web Services (AWS) is the largest cloud provider in the world. Despite its size, AWS growth reaccelerated in last year's third quarter. AWS boasted a $200 billion backlog of business at quarter's end. 10 stocks we like better than Amazon › Amazon (NASDAQ: AMZN) stock has barely moved over the past year, but come earnings time, and the stock might finally get the juice it needs to jump higher. There are many things the market is going to take note of when the company reports 2025 fourth-quarter earnings on Feb. 5, but the most important one to watch is Amazon Web Services (AWS) sales. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » AI and AWS AWS is Amazon's cloud services division. It's the largest cloud company in the world, with 29% of theglobal marketshare, according to Statista. However, the competition is making strong headway, and Microsoft and Alphabet are both growing their businesses quickly. Given its size, AWS's growth has naturally decelerated over the past few years, although it reaccelerated in the 2025 third quarter to a 20% increase. That was its highest increase in 11 quarters. It had a $200 billion backlog at the end of the third quarter, not including new deals that weren't included in that number since the end of the third quarter. The AI business lives in AWS, where cloud clients get access to Amazon's full suite of AI services, including tools to build custom large-language models (LLM) as well as use of Amazon's signature Bedrock platform. AWS performance is a good peek into what's happening with AI. Management says that it has more features coming out faster than any of the competition, and that means it should be able to gain more business, too. Investors should keep an eye on whether or not that's happening to get a sense of Amazon's position in the market. Should you buy stock in Amazon right now? Befo...

印尼西爪哇省西萬隆縣山區上周六發生的山泥傾瀉，死亡人數增至48人、逾30人仍然失蹤。 萬隆搜救辦公室表示，搜救隊昨日在山泥傾瀉現場發現8具遺體，死亡人數增至48人，包括23名事發時正在該山區受訓的海軍陸戰隊員。 事發於上周六凌晨3時許，現場有30多間屋被埋。當局動員超過2千人，在搜尋犬、無人機和挖泥機協助下，搜救失蹤者。印尼局方表示，這次山泥傾瀉由持續兩天的暴雨引發。

Piper Sandler sees Helios ramp and OpenAI driving AMD upside MSN

Pushed on what his definition of an "acceptable" season would be, Slot said: "When you are Liverpool, the aim is to win the league. We've only done this twice in the last 30 years. The aim is to be competitive in every single competition we are in. "That's always the aim, but the reality is that in the last three years we've won one League Cup and one Premier League title. "What is acceptable? I have my opinion but I'm not going to share that. "The outside world has an opinion. As we all know, a lot has been said about the £450m [that Liverpool spent in the summer], but people tend to forget the £300m we bought in." Liverpool are sixth in the Premier League and have won none of their past five games (D4, L1) in the competition. "I think it's going to be really difficult to quiet the outside noise with the position we are in in the league," Slot said. "So even if we win a few games, every loss or every disappointing result will start the noise coming back again. "That's what you can expect if you started the season as we did - not started, but at a certain moment with so many losses. So it's impossible to shut down the noise at a club like this if you are not competing for the league." The Liverpool boss expects a tough challenge against a Qarabag side who held Chelsea to a draw earlier in the season. Liverpool sit fourth in the group phase entering the final round of games, with the top eight going through to the last-16 stage automatically. A defeat could knock them out of that group of eight, so Slot wants to impress on his players the need to be wary of Qarabag's threat. The visitors to Anfield sit 18th in the 36-team league table. "It is always the players that make things difficult. They are very direct, fast players," Slot said of the opposition. "They go very direct and fast towards goal and have players who are comfortable on the ball. They have shown against big clubs that they are a very good team. Even Chelsea, they were able to keep them to 2-2. "If you ...

Best hd 7450 2gb Free Shipping XFX AMD Radeon HD 6670 sapphire HD 5570 HD 7450 350 Through The Fence Baseball

Lahiru Lakmal/iStock via Getty Images Leading publicly traded US managed care insurers are expected to report both sequential and year-over-year declines in net income for the fourth quarter of 2025. All eight of the largest publicly traded managed care insurers by market capitalization are projected to post lower net income in the fourth quarter compared to the third, according to an S&P Global Market Intelligence analysis of analyst forecasts. Additionally, all except The Cigna Group ( CI ) are expected to record year-over-year declines in net income for the period. Over the past year, several factors have weighed on managed care earnings, including high costs associated with the senior-aimed Medicare Advantage plans, membership acuity shifts among government-subsidized Medicaid plans and changes to Affordable Care Act tax credits. These challenges have prompted managed care insurers to reassess their priorities, and margin improvement is becoming more of a focus, according to Francesca Mannarino, a health insurance analyst with S&P Global Ratings. "A lot of companies have highlighted the focus on margin over membership at this point, so we should expect to see some membership declines in some segments as they try to offset that pressure and start to improve margin slowly," Mannarino said in an interview. Beyond operating costs, insurers are also keeping an eye on policy developments that may affect earnings. In recent months, much attention has been paid to ACA tax credits, which have yet to be extended following disagreements in Congress and a lack of support from President Donald Trump. While the issue is expected to be a hot topic for fourth quarter 2025 earnings, Mannarino said other legislative items are also on the docket, including efforts to reform pharmacy benefit managers (PBMs), which operate as intermediaries between insurers, drug manufacturers and pharmacies to manage cost. "We're still on the lookout for PBM reform, which has the potential to go fu...

Ivan-balvan/iStock via Getty Images The market has definitely started to care more about Belite Bio ( BLTE ) in the last few months, as the shares of this ophthalmology-focused biotech have risen roughly 150% since late September. The stock has likewise started attracting the attention of larger sell-side research firms, raising its profile even further ahead of key regulatory submissions in 2026. Belite doesn’t offer as much risk-weighted upside as I’d like for a biotech, but I won’t ignore the significant incremental upside that could come in 2026 from de-risking events related to the regulatory submission and approval process. What’s more, while I’m not as bullish on the company’s prospects in geographical atrophy (or GA) as I am for Stargardt Disease (or STGD1), there could be upside here as well if clinical evidence comes in stronger than I expect. Addressing a Significant Unmet Need in a Rare Disease Stargardt Disease Type 1 is a rare disease, affecting roughly 1 in 8,000 people worldwide (though less severe variants could boost that to 1 in 6,000), but it leads to progressive central vision loss starting relatively early in life (the teens to 20s), and there are currently no treatments for the disease. Belite has developed tinlarebant, an oral RBP4 inhibitor, for this indication and clinical trials thus far do suggest that it can slow lesion growth from the disease. Tinlarebant works by binding serum retinol binding protein 4 (RBP4), reducing the delivery of retinol to the eye and the formation of toxic bisretinoid products. Tinlarebant has made it through one Phase III study, the DRAGON study, where it showed a 36% reduction in definitely decreased autofluorescence (or DDAF) lesion growth versus placebo, while a post-hoc first-order autoregressive covariance matrix showed a 35% reduction (both statistically significant). The study also demonstrated a nearly 34% reduction in decreased autofluorescence (or DAF) lesion growth versus placebo. Belite Bio, Inc. Be...

Amazon is closing all its physical Amazon Fresh and Amazon Go stores, the company announced Tuesday. The Amazon Fresh online delivery service will continue operating, and Amazon plans to expand its Whole Foods operation in the next year, according to a press release. “While we’ve seen encouraging signals in our Amazon-branded physical grocery stores, we haven’t yet created a truly distinctive ...

Kanye West has elaborated on his mindset during manic episodes in which he made strongly antisemitic comments. On separate occasions, the rapper and fashion designer, legally known as Ye, had said “There’s a lot of things that I love about Hitler” and “I’m a Nazi … I love Hitler”, had accused Jewish people of trying “to black ball anyone whoever opposes your agenda”, and designed clothing featuring swastikas. The comments were widely condemned, and led to Ye being dropped from a lucrative Adidas partnership, and by his talent agency. He previously also made statements targeting Black Americans, such as claiming “slavery was a choice” and putting the slogan “White Lives Matter” on a T-shirt. Ye took out a full-page advertisement in the Wall Street Journal on Monday to apologise for the comments in an open letter addressed “to those I hurt”, saying the comments were caused by bipolar-1 disorder, itself caused by brain injuries incurred from a serious car accident. “It makes you blind, but convinced you have insight. You feel powerful, certain, unstoppable,” he wrote. “I lost touch with reality. Things got worse the longer I ignored the problem. I said and did things I deeply regret … I regret and am deeply mortified by my actions in that state, and am committed to accountability, treatment, and meaningful change. It does not excuse what I did though. I am not a Nazi or an antisemite. I love Jewish people.” Now, in an email interview with Vanity Fair, Ye has added further details. He said he made the apology not for commercial reasons – his new album Bully is expected to be released soon – but because “these remorseful feelings were so heavy on my heart and weighing on my spirit. I owe a huge apology once again for everything that I said that hurt the Jewish and Black communities in particular. All of it went too far. I look at wreckage of my episode and realise that this isn’t who I am. As a public figure, so many people follow and listen to my every word. It’s import...

Novo Nordisk stock will ride a wave of demand for Ozempic pills in 2026. 2025 was a miserable year to own Novo Nordisk (NVO 1.72%) stock. Shares of the Danish pharmaceuticals giant and inventor of Wegovy and Ozempic crashed 40% last year as the company steadily lost market share to rivals such as Eli Lilly (LLY 1.13%), which has competing Mounjaro and Zepbound drugs, and Novo Nordisk's earnings fell in tandem. Novo Nordisk earned $6.53 in the first quarter of the year. By the third quarter, earnings had shrunk nearly 30% to just $4.50 per share. But does a 30% decline in profitability justify a 40% decline in stock price? Perhaps not. 2026 started with a bang for Novo Nordisk stock. It almost seems like investors completed their 2025 tax-loss harvesting in December and were just waiting for the calendar to flip to 2026 to resume buying. Shares of the Ozempic maker jumped 3% on the first day of trading of the new year -- and they haven't looked back since. As of Thursday's close, the stock is already up 22% year to date. Is there anything more behind this rally, though, than mere hope that this time will be different? Expand NYSE : NVO Novo Nordisk Today's Change ( -1.72 %) $ -1.10 Current Price $ 62.88 Key Data Points Market Cap $216B Day's Range $ 62.49 - $ 63.49 52wk Range $ 43.08 - $ 93.80 Volume 8.9M Avg Vol 21M Gross Margin 81.93 % Dividend Yield 2.70 % There may be. Already on Friday, data shows that prescriptions for an oral version of Novo Nordisk's Wegovy drug hit 18,000 in its second week on the market. That dwarfs the 8,000 prescriptions issued for Lilly's injectable Zepbound drug, and suggests that demand for GLP-1 medications in a convenient pill form might eclipse demand for any competing drugs that come only with a needle attached. This news helped lift Novo Nordisk stock another percentage point or two by midday Friday. With Novo Nordisk trading at only a 17 price-to-earnings ratio and demand for the pills already surging, I predict Novo Nordisk stoc...

AI Cycles Support Long-Term View on META Despite Near-Term Pressure Finviz

UPS (UPS) is planning to cut up to 30,000 operational jobs this year as the package delivery company continues with its turnaround efforts and reducing the number of Amazon shipments that it handles. Chief Financial Officer Brian Dykes said during the company's conference call on Tuesday that the job cuts will be made through a voluntary buyout offer for full-time drivers and through attrition. UPS is also looking to close 24 buildings in the first half of the year and is evaluating additional buildings to close later in the year, he added. UPS said in a regulatory filing in October that it had cut about 34,000 operational positions and closed daily operations at 93 leased and owned buildings during the first nine months of last year. The company also announced approximately 14,000 job cuts, mostly within management. According to FactSet UPS employs about 490,000 workers. In April UPS announced that it was looking to slash about 20,000 jobs and close more than 70 facilities as it drastically reduces the number of Amazon shipments it handles. The company said in January 2025 that it had reached a deal with Amazon, its biggest customer, to lower its volume by more than 50% by the second half of 2026. CEO Carol Tome said during the conference call that by the end of 2025 UPS had reduced Amazon’s volume in its network by approximately 1 million pieces per day. “We’re in the final six months of our Amazon accelerated glide down plan, and for the full year, 2026, we intend to glide down another million pieces per day, while continuing to reconfigure our network,” Tome said. Shares of United Parcel Service Inc. rose 3.4% in afternoon trading.

koto_feja Shares of Omeros Corporation ( OMER ) gained on Tuesday after the company announced first commercial shipments of Yartemlea, its recently approved therapy for hematopoietic stem cell transplant-associated thrombotic microangiopathy, a complication of stem cell transplantation. The Seattle, Washington-based biotech received FDA approval in December to market Yartemlea for patients aged two years and above with TA-TMA. A condition linked to hematopoietic stem cell transplantation, TA-TMA, has a more than 90% mortality rate in severe cases. Omeros ( OMER ) stated that the first commercial shipments of Yartemlea began last week, and concurrently, it fulfilled initial orders for the drug received from multiple transplant centers. Adults and children with TA-TMA are now undergoing Yartemlea therapy, including those who have failed prior off-label C5-inhibitor regimens in both inpatient and outpatient-based care settings, the company added. More on Omeros Omeros Corporation (OMER) Discusses FDA Approval and Commercialization Plans for YARTEMLEA in TA-TMA Treatment Transcript Omeros: Why The Novo Nordisk Deal Is More Important Than FDA Approval (Rating Upgrade) Omeros: Key Milestone Ahead, Risk-Averse Investors Should Avoid Omeros surges on FDA nod for transplant therapy (update) Omeros, Novo Nordisk close up to $2.1B deal for phase 2 asset zaltenibart

SeanShot/iStock Unreleased via Getty Images S&P Global ( SPGI ) may seem to some to be a high-quality business and an obvious buy in certain circumstances, but to me, it is not so obvious. There are some uncertainties, such as AI, competition, and regulation, and for this valuation to work, we have to consider that the company will continue to be a compounder. But even in this context, I believe that SPGI's valuation has recently improved significantly and opened up a margin of safety. And that, with wide moats to protect against uncertainties and reinforce long-term conviction, is enough for my buy rating. The Wonder of S&P Global: Compounding You may have found my comment at the beginning of this article about a better valuation for SPGI, with an attractive margin of safety, strange. After all, we still see a P/E of almost 30x. But the first point is precisely that the P/E of 30x is based on the calendar year of 2025. If we look at 2026, which is where the “real” forward P/E is, we already see a multiple of 26.7x. This may not seem like such a good multiple yet, but we have to take a few factors into account. The first is that the average forward P/E of SPGI is close to 30x , as the table below shows. Seeking Alpha A second point is that S&P Global has already earned the term “quality business” and, consequently, needs a premium valuation consistent with that. This is basically what happens with companies like Walmart ( WMT ), Costco ( COST ), and Apple ( AAPL ), where the business is so solid that the market ends up accepting a lower potential return in favor of greater stability and predictability. But if you usually follow my other articles, most of the time I don't like these “consensus” companies, precisely because at levels like Costco, the market ends up compressing the Internal Rate of Return (IRR) a lot. Fortunately, I don't think SPGI has reached that level, and this is mainly due to the long term. Let's simplify this valuation a little and assume that S...

Roper's stock continues to sell off as the software specialist's guidance underwhelmed the market. Shares of leading application and network software business, Roper Technologies (ROP 12.24%), are down 13% as of noon ET on Tuesday after the company reported fourth-quarter earnings that didn't meet Wall Street's expectations. Overall, Roper's results were fine, as it grew sales by 12% and free cash flow (FCF) by 8%. However, Q4 sales came in lighter than expected, and management's guidance of only 8% revenue growth in 2026 caused the stock to plummet today. Following this decline, Roper is now down 40% from its 52-week high. Expand NASDAQ : ROP Roper Technologies Today's Change ( -12.24 %) $ -50.03 Current Price $ 358.64 Key Data Points Market Cap $44B Day's Range $ 346.36 - $ 381.50 52wk Range $ 346.36 - $ 595.17 Volume 178K Avg Vol 1.1M Gross Margin 68.96 % Dividend Yield 0.83 % Roper: Value trap or buy-the-dip candidate? There's no denying it: Roper is fighting a battle on many fronts right now. Many software stocks have sold off amid market concerns about the risk of AI disruption. Specific to the company, two of its biggest businesses (Roper is a portfolio of software and technology outfits) continue to face unavoidable headwinds. Deltek provides project-based enterprise resource planning and generates significant sales from government contractors. Following a year with a government shutdown and DOGE-style budget cuts, Deltek's results are yet to rebound, weighing on Roper's stock. Similarly, the company's DAT freight market business remains weak as the broader freight market remains in a recession. Management doesn't want to price in a rebound from these stocks into its 2026 guidance, which is why it was weaker than expected. With this bad news out of the way, the software market sell-off could be a boon for Roper as a serial acquirer. Management believes the company has funding for $6 billion in M&A or stock buybacks in 2026, which could pack a powerful punch ...

《信報》印刷版出報日為星期一至六。 除以下公眾假期外，其餘日子照常出刊： 休刊日：逢周日及2021年2月12至15日、 4月3至5日、12月27日 《信報》網上版及流動版於休刊日將如常更新每日即時新聞， 敬請留意。

中芯國際(00981) 股東特別大會通告 / 暫停辦理過戶登記手續或更改暫停辦理過戶日期 信報網站

Madeleine_Steinbach/iStock via Getty Images Company Rundown: I’m initiating SanDisk Corporation ( SNDK ) with a Buy. Though the easy money is gone, I’m talking about the risky money you can make. The company reports fiscal Q2 '26 on Thursday after the bell, and expectations, as you guessed, are through the roof. The stock is up from $27 in April of last year to $470 at current levels. That’s a 1,395% gain in less than a year. The stock is also up around 100% year to date. Seeking Alpha But before I get into all that, what does SanDisk do? In the simplest terms, SanDisk specializes in non-volatile memory, which is really a fancy way of saying memory that doesn’t forget your data when power goes out. Here’s a breakdown of the business: The company is a key player in perfecting NAND flash memory. Unlike traditional hard drives that have spinning disks inside, flash memory stores data by trapping electrons in tiny electrical cells, making the product faster and more durable than old-school tech. The company dominates several tiers of the storage market, including removable storage (SD, microSD cards for cameras, drones, USB flash drives, etc.), SSDs, and mobile and embedded (eMMC and UFS storage). SanDisk made $2.31 billion in revenue last quarter , and most of it came from the Edge segment, up 30% year over year and 26% sequentially, accounting for around 60% of total revenue. This is SanDisk’s bread and butter, and it includes chips the company sells to smartphone makers and car companies. SanDisk 1Q26 The consumer segment is next in line, and it represents the retail side, including SD cards and USB drives. For the quarter, the consumer segment was up 27% year over year and 11% sequentially and made up 28% of total revenue. The growth was mainly driven by a partnership for Nintendo Switch 2 microSD cards. The last segment is the data center, which was down 10% year over year but up 26% quarter over quarter and made up 12% of total revenue. While this remains the smal...

Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks in Focus on Wall Street. On January 26, Stifel analyst Brad Reback lowered the price target on the stock to $520.00 (from $640.00) while maintaining a Buy rating. The rating affirmation comes ahead of MSFT’s earnings report, with the firm citing near-term expense pressures limiting margin upside. Stifel anticipates Microsoft to exceed expectations for Azure cloud services growth by an estimated 200 basis points, reaching 39% growth on a constant currency basis. This is supported by factors such as a solid macro backdrop, continued rapid OpenAI usage growth, and management’s commentary that demand still exceeds Azure supply. Looking ahead, even though 3Q26 represents a tougher year-over-year comparison for Azure, recent data center capacity expansions should allow Microsoft to post a similar level of incremental sequential adds as 3Q25. This will likely lead to an estimated 38% year-over-year constant currency growth guide, including a degree of conservatism. The firm anticipates operating margin pressure throughout FY26 as gross margins compress and operating expenses rise for “high-priced AI professionals (salary/compute)” Net/net, we believe for the stock to effectively re-rate in coming quarters, the company must get to a point where Azure growth meaningfully outpaces Capex growth rates (hopefully FY27). Microsoft Corporation (NASDAQ:MSFT) provides AI-powered cloud, productivity, and business solutions, focusing on efficiency, security, and AI advancements. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 AI Stocks on Market Radar and 10 AI Stocks Analysts Are Watching Disclosure: None.

Microsoft (MSFT) Price Target Lowered at Stifel on Margin Pressure Concerns Yahoo Finance

Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks in Focus on Wall Street. On January 26, Stifel analyst Brad Reback lowered the price target on the stock to $520.00 (from $640.00) while maintaining a Buy rating. The rating affirmation comes ahead of MSFT’s earnings report, with the firm citing near-term expense pressures limiting margin upside. Stifel anticipates Microsoft to exceed expectations for Azure cloud services growth by an estimated 200 basis points, reaching 39% growth on a constant currency basis. This is supported by factors such as a solid macro backdrop, continued rapid OpenAI usage growth, and management’s commentary that demand still exceeds Azure supply. Looking ahead, even though 3Q26 represents a tougher year-over-year comparison for Azure, recent data center capacity expansions should allow Microsoft to post a similar level of incremental sequential adds as 3Q25. This will likely lead to an estimated 38% year-over-year constant currency growth guide, including a degree of conservatism. The firm anticipates operating margin pressure throughout FY26 as gross margins compress and operating expenses rise for “high-priced AI professionals (salary/compute)” Net/net, we believe for the stock to effectively re-rate in coming quarters, the company must get to a point where Azure growth meaningfully outpaces Capex growth rates (hopefully FY27). Microsoft Corporation (NASDAQ:MSFT) provides AI-powered cloud, productivity, and business solutions, focusing on efficiency, security, and AI advancements. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 AI Stocks on Market Radar and 10 AI Stocks Analysts Are Watching Disclosure: None.

'We all know someone who was killed' - Iran protesters tell BBC of brutal crackdown 32 minutes ago Share Save Soroush Negahdari , BBC Monitoring and Ghoncheh Habibiazad , BBC Persian Share Save WANA via REUTERS Iranian authorities responded with lethal force as the protests in Tehran escalated on 8 January "My friends are all like me. We all know someone who was killed in the protests." For Parisa, a 29-year-old from Tehran, the crackdown by security forces in Iran earlier this month was unlike anything she had witnessed before. "In the most widespread previous protests, I didn't personally know a single person who had been killed," she said. Parisa said she knew at least 13 people who had been killed since protests over worsening economic conditions erupted in the capital on 28 December and then evolved into one of the deadliest periods of anti-government unrest in the history of the Islamic Republic. With one human rights group reporting that the number of people confirmed killed has passed 6,000, several young Iranians able speak to the BBC in recent days, despite a near-total internet shutdown, have described the personal toll. Parisa said one 26-year-old woman she knew was killed by "a hail of bullets in the street" when the protests escalated across the country on Thursday, 8 January, and Friday, 9 January, and authorities responded with lethal force to crush them. She herself took part in protests in the north of Tehran that Thursday, which she insisted were peaceful. "No-one was violent and no-one clashed with the security forces. But on Friday night they still opened fire on the crowd," she said. "The smell of gunpowder and bullets filled the neighbourhoods where clashes were taking place." SOCIAL MEDIA via REUTERS The protests were sparked by economic harship but quickly widened into demands for political change Mehdi, 24, who is also from Tehran, echoed her assessment of the scale of the protests and violence. "I had never seen anything even close to this...

USA Rare Earth investors face as much as 75% share dilution -- and they're not all happy about it. USA Rare Earth (Nasdaq: USAR) stock soared to close up 8% Monday after the U.S. Department of Commerce announced it will extend a $1.3 billion CHIPS Act loan, and pay $277 million to acquire an equity stake in the miner of rare-earth metals used to manufacture magnets. Logical, right? But here's the thing: At one point yesterday, USA Rare Earth stock was up closer to 30%, and it gave back almost all of that. Worse, the stock is down 4% through 12:10 p.m. ET today. So why is USA Rare Earth stock falling? Details, please Start with the details of what the government is doing. In total, Commerce is providing about $1.6 billion in funds to accelerate development of USA Rare Earth's Round Top rare-earth metals deposit, where the company aims to extract 40,000 tons of rare earth "feedstock" daily by 2030, and where it will process 8,000 metric tons annually of such heavy rare-earth oxides and concentrates as dysprosium (Dy), terbium (Tb), yttrium (Y), gadolinium (Gd), hafnium (Hf), erbium (Er), thulium (Tm), lutetium (Lu), ytterbium (Yb), holmium (Ho), gallium (Ga), and zirconium (Zr). In exchange for this money, the government will immediately acquire 16.1 million shares of common stock and receive warrants to acquire a further 17.6 million shares, ultimately giving it as much as a 16% stake in the company. For a stock with 139.2 million shares outstanding today, this means investors can expect to be diluted out of as much as 24.2% of their current ownership in the company. Expand NASDAQ : USAR USA Rare Earth Today's Change ( -3.71 %) $ -0.99 Current Price $ 25.73 Key Data Points Market Cap $3.9B Day's Range $ 24.77 - $ 29.69 52wk Range $ 5.56 - $ 43.98 Volume 36M Avg Vol 14M Is USA Rare Earth stock a sell? Factor in a separate PIPE transaction that will see 69.8 million shares issued to private investors in exchange for another $1.5 billion, and total dilution could approa...

Warning: Unclogging a restaurant's grease trap is not for the faint of heart. Large swathes of the US were blanketed in snow and ice over the weekend, and what better way to spend a snow day than going down a YouTube rabbit hole? Everyone has their favorite oddity: ASMR , jazzy pop song covers , cooking channels , or what have you. But DIY enthusiasts in particular are missing out if they're not watching Drain Cleaning Australia , featuring an Australian plumber known only as Bruce as he goes about his daily business of shooting high-powered water jets into stubborn clogged drainage systems. It's "the YouTube channel you never knew you needed." And it's done so well that he's now launched a second channel, Bruce the Plumber . I stumbled upon the Drain Cleaning Australia channel via Amy Poehler 's Good Hang podcast episode with Kate McKinnon, who is a big fan and does a dead-on delivery of Bruce's trademark lines ("You little rippah!"). Bruce never appears in his videos, apart from his hands and the occasional shadow as he films various challenging jobs with his intrepid smartphone. He seems to have struck a good balance between online popularity and protecting his personal privacy. (Bruce did not respond to our interview request. It's okay, mate, we know all those drains Down Under aren't going to unclog themselves.) Armed with his trusty collection of jet nozzles and "Mister Plungey," Bruce has removed all manner of nasty things from drains over the years: masses of human hair from shower drains; tree roots ; plastic bags and other refuse that somehow found their way into drainage systems ; and the less said about the many clogged toilets , the better. Read full article Comments

NDXP260123P24925000 互動股市圖表 | I:NDX Jan 2026 24925.000 put 股市 Yahoo 財經

XLC270115P00085000 互動股市圖表 | XLC Jan 2027 85.000 put 股市 Yahoo 財經