For the better part of the last seven years, Wall Street has been a stomping ground for wealth creation . The benchmark S&P 500 has rallied by at least 16% in six of the last seven years, with the 2022 bear market being the lone exception. Investors have had plenty to be excited about, including the evolution of artificial intelligence (AI), the advent of quantum computing, the prospect of lower interest rates, record-breaking share buyback activity by S&P 500 companies, and a resilient U.S. economy. Billionaire money managers have taken notice of these catalysts, with many holding a stake in one or more of America's most influential public companies. We know this because institutional investors with at least $100 million in assets under management are required to file Form 13F with the Securities and Exchange Commission no later than 45 calendar days after the end of each quarter. A 13F details for investors the stocks that Wall Street's savviest fund managers bought and sold in the latest quarter. Continue reading

格隆汇1月27日｜国投白银LOF公告，本基金将于2026年1月28日开市起至当日10:30停牌，自2026年1月28日10:30复牌。若本基金2026年1月28日二级市场交易价格溢价幅度未有效回落，本基金有权通过向深圳证券交易所申请盘中临时停牌、延长停牌时间等措施，向市场警示风险，具体以届时公告为准。

Micron builds $24 billion facility Gamereactor UK

格隆汇1月27日｜国务院总理李强日前签署国务院令，公布修订后的《中华人民共和国药品管理法实施条例》，自2026年5月15日起施行。《条例》共9章89条，修订后的主要内容如下。 一是完善药品研制和注册制度。支持以临床价值为导向的药品研制和创新，鼓励研究和创制新药，支持新药临床推广和使用。明确药物非临床安全性评价研究机构资格认定程序，细化药物临床试验管理要求。设立药品上市注册加快程序，明确药品再注册程序，规定处方药、非处方药转换机制。对符合条件的儿童用药品、罕见病治疗用药品给予市场独占期，对含有新型化学成份的药品等进行数据保护。细化药品上市许可持有人的责任。 二是加强药品生产管理。严格药品委托生产管理，压实委托生产时药品上市许可持有人的责任，明确可以委托分段生产药品的情形。明确中药饮片、中药配方颗粒生产、销售的管理要求。 三是规范药品经营和使用。完善药品网络销售管理制度，压实药品网络交易第三方平台提供者责任。加强医疗机构药事管理，保障使用环节药品质量。明确医疗机构配制制剂审批流程，规定医疗机构制剂调剂使用条件和程序，支持配制儿童用医疗机构制剂，满足儿童患者用药需求。 四是严格药品安全监管。明确药品安全监督检查措施。细化药品质量抽查检验流程，规定当事人对检验结果有异议的，可以申请复验。针对违法行为设定了严格的法律责任。

皖通高速（600012）公告，公司与安徽交控集团等联合体中标S19淮南至桐城高速公路（884154）舒城至桐城段特许经营者项目。项目公司注册资本金为2亿元，公司持股10%，出资金额为2000万元。公司投入项目资本金约1.45亿元，占项目公司10%股权。项目投资估算总金额约为72.37亿元，资本金约14.47亿元，占总投资的20%。项目计划2026年正式开工建设，2029年建成通车。

在当今数据驱动的世界中，企业越来越意识到，数据不应仅仅被视为原材料，而应被视为一种产品。这种范式转变通常与数据网格等概念相关联，强调使数据易于发现、寻址、可信和使用。该方法的一个关键组成部分是“将报表视为数据产品”。本文将深入探讨报表作为数据产品的构成要素，并分析其成功所需的关键要素：质量检查、服务级别协议 (SLA) 和警报机制、全面的文档以及强大的元数据管理。 一 什么是报表这种数据产品 报表作为一种数据产品，不仅仅是数据库中行和列的简单集合。它是一个经过精心整理、即用型的数据集，专门用于支持分析应用和数据驱动的决策。这意味着该表的结构和优化目标是提取洞察的查询，而非事务性操作。“数据产品”这一特性意味着，该报表的开发、维护和交付都遵循与其他任何产品相同的严谨性和以客户为中心的理念。 报表作为一种数据产品，其关键特征包括：目标明确，旨在解决特定的业务问题或回答分析问题；易于使用，以易于理解和使用的格式向分析师和数据科学家等各类数据使用者提供数据；此外，它还应可在多个分析用例中重复使用，以减少冗余并提高一致性；可靠性至关重要，确保使用者可以信赖数据的准确性、完整性和及时性；最后，它应是自包含的，不仅包含原始数据，还包含相关的元数据、文档和访问接口。 例如，市场部门可能需要分析客户行为以优化营销活动的效果。为此目的而设计的数据产品报表将包含汇总的客户互动数据、购买历史记录和人口统计信息，这些数据经过预处理和结构化，便于市场分析师查询。该表将由数据工程团队维护，以确保其质量和可用性，就像软件产品团队维护应用程序一样。 二 数据产品质量检查 卓越的数据质量是任何可靠数据产品的基石。缺乏健全的质量检查机制，报表可能导致错误的洞察和糟糕的商业决策。数据质量通常从多个维度进行评估，包括准确性、完整性、一致性、有效性、唯一性和及时性。实施有效的数据质量检查需要结合主动措施和持续监控。 1.关键数据质量维度和检查 数据质量通常从几个关键维度进行评估。 准确性 确保数据值正确且反映真实世界实体，检查内容包括与已知来源进行验证或检测异常值（例如，标记年龄为 200 岁的客户）。 完整性 验证所有预期数据是否存在，检查关键列中是否存在空值，或确保从源系统完整导入记录（例如，如果必填，则确保每个客户记录都包含电子邮件地址）。 一致性 确认数据在不同系统或不同时间段内的一致性，防止出现相互...

在贸易格局变化、技术进步以及技能需求演进的大背景下，应增强劳动力市场的韧性、灵活性和包容性，而非一裁了之 【财新网】 AI冲击全球就业市场，人机交互、灵活的技能组合以及持续性再培训是劳动力转型的重要元素。可以通过重新设计工作本身，包括重塑工作任务和模式，而不是通过广泛裁员来适应AI时代的变化。 2026年1月26日，全球劳动力市场大会（Global Labor Market Conference）在利雅得开幕。会议由沙特阿拉伯人力资源与社会发展部举办，世界银行、国际劳工组织等国际机构提供支持。在全球贸易格局变化、技术进步以及技能需求演进的大背景下，如何增强劳动力市场的韧性、灵活性和包容性获得与会者的关注。

文章提及标的 白银有色 -- 白银有色（601212）发布异动公告，公司黄金、白银产品的收入占总营业收入的比重较低。2025年上半年，公司营业收入445.59亿元，销售黄金产品收入83.18亿元，占公司营业收入的比重18.67%，销售白银产品收入20.23亿元，占公司营业收入的比重4.54%。根据《2024年年度报告》，按照矿石原材料成本分类，公司自有矿山原材料占原料总成本比重4.43%，外购原料占原料总成本比重95.57%，公司外购原料占比较高。

你还记得 Vision Pro 吗？ 2024年2月，苹果推出了一款售价高达3499美元的头显设备，在开放预购一周时间里，销量直接突破了20万台大关，而国内一度炒到10万元一台，一机难求。可是仅仅过了不到两个月，Vision Pro便差评如潮，出现大规模退货。 初识惊艳满满、用后索然无味，Vision Pro给消费者的感受就是如此，但在被市场“无人问津”了近两年后，Vision Pro不仅对产品进行了升级，还在近日搞了一个大动作——联合Spectrum首次推出沉浸式NBA直播赛事内容。首场直播是湖人队对阵雄鹿队，Vision Pro已完成“首秀”，接下来还有5场。 沉浸式观赛，这似乎为用户把放在角落里吃灰的Vision Pro拿出来提供了一个充足的理由。 生死边缘 在苹果为Vision Pro带来沉浸式NBA直播赛事的同时，一则爆料也广为流传。博主“定焦数码”称，苹果基本暂停了对Vision Pro产业端的维护，并减少了大部分的头显产量，这意味着该产品已进入半停产阶段，仅维持少数产能和零部件产线以满足售后需求。 另外，市场研究机构 Sensor Tower 的数据显示，苹果还大幅削减了这款头显的数字广告支出，迄今为止在美国和英国等市场的广告支出降幅超过 95%。 其实这不是Vision Pro第一次被传出即将停产的消息。早在2024年，Vision Pro出现口碑和销量大逆转后，根据36氪等多家媒体报道，The Information援引多位供应链人士消息称，Vision Pro有可能在11月份停止组装，后续将停产。但过去一年，苹果还对Vision Pro进行了升级。 销量难以挽回，几乎已经板上钉钉。根据IDC 预计，在 2025 年年底的销售旺季，Vision Pro新增出货量仅为4.5万台。 为什么Vision Pro会高开低走、到了可能停产的地步？ 过高的产品价格和与之并不匹配的性能体验是一大原因，而除此之外，一个更关键的因素是内容与应用的缺失，让那些愿意花大价钱来尝鲜的技术爱好者也渐渐失去兴趣。 从应用来看，自Vision Pro发布后，新增应用的速度非常缓慢，到后来几乎不见多少新应用。根据美国分析公司Appfigures的数据，Vision App Store在2024年9月份仅增加了10款新应用，远低于设备发布后的两个月内引入的数百款应用。同样地，在内容...

Key Points Customers have rushed to Palantir for its AI-driven software, and that’s supercharged growth. Investors, appreciating this story, have bought Palantir stock hand over fist in recent years. 10 stocks we like better than Palantir Technologies › Palantir Technologies (NASDAQ: PLTR) has seen its earnings and stock price soar in recent years thanks to one key thing: the company's ability to help customers immediately apply artificial intelligence (AI) to their needs. Both government and commercial customers have flocked to the software maker's Artificial Intelligence Platform (AIP) over the past several quarters. After such enormous gains, though, investors wonder if this momentum may continue -- especially considering the valuation level of the stock today. Let's take a long-term view and consider whether Palantir stock is a buy, a hold, or a player to avoid for the next five years. 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 » The AI boom and revenue growth So, first, a quick look at the Palantir story so far. The company was founded more than 20 years ago, but it only launched an initial public offering back in 2020. And the AI boom has supercharged growth in recent years. Palantir develops systems that help governments, organizations, and companies make better use of their data. The software aggregates data that, in many cases, has been inaccessible and uses the analyses of this data to make decisions, develop strategies, and more. Customers have found Palantir's AIP particularly attractive because, thanks to this system, they can quickly harness the power of AI. As a result, in recent quarters, Palantir's government and commercial revenue have climbed in the double digits, contract value has reached records, and the company has demonstrated an incredible ability to balance growth with profitability. This is seen through its Rule of 40 score of 114% -- to put this into...

Palantir Stock for the Next 5 Years: Buy, Hold, or Avoid? Yahoo Finance

Bank Hapoalim BM decreased its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 57.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,705 shares of the social networking company's stock after selling 2,347 shares during the period. Bank Hapoalim BM's holdings in Meta Platforms were worth $1,252,000 at the end of the most recent reporting period. Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Bare Financial Services Inc purchased a new position in Meta Platforms in the second quarter worth about $30,000. Evergreen Private Wealth LLC increased its position in shares of Meta Platforms by 237.5% during the 2nd quarter. Evergreen Private Wealth LLC now owns 54 shares of the social networking company's stock valued at $40,000 after purchasing an additional 38 shares during the last quarter. Briaud Financial Planning Inc bought a new position in shares of Meta Platforms in the 2nd quarter worth approximately $42,000. Knuff & Co LLC purchased a new position in shares of Meta Platforms in the second quarter worth approximately $44,000. Finally, WFA Asset Management Corp grew its position in Meta Platforms by 42.6% during the second quarter. WFA Asset Management Corp now owns 67 shares of the social networking company's stock valued at $49,000 after buying an additional 20 shares during the period. Hedge funds and other institutional investors own 79.91% of the company's stock. Get Meta Platforms alerts: Sign Up Insider Transactions at Meta Platforms In other Meta Platforms news, Director Robert M. Kimmitt sold 600 shares of the business's stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $609.35, for a total transaction of $365,610.00. Following the sale, the director directly owned 7,347 shares of the company's stock, valued at $4,476,894.45...

Florida Trust Wealth Management Co increased its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 6.7% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 41,676 shares of the social networking company's stock after buying an additional 2,603 shares during the period. Meta Platforms accounts for about 0.9% of Florida Trust Wealth Management Co's portfolio, making the stock its 27th largest holding. Florida Trust Wealth Management Co's holdings in Meta Platforms were worth $30,606,000 as of its most recent filing with the SEC. Other institutional investors and hedge funds have also bought and sold shares of the company. Norges Bank acquired a new position in shares of Meta Platforms in the second quarter valued at approximately $23,155,393,000. Laurel Wealth Advisors LLC boosted its stake in Meta Platforms by 73,443.1% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company's stock valued at $6,212,506,000 after purchasing an additional 8,405,558 shares during the period. State Street Corp grew its holdings in Meta Platforms by 1.9% in the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock valued at $64,158,971,000 after buying an additional 1,650,435 shares in the last quarter. Vanguard Group Inc. increased its position in Meta Platforms by 0.8% during the 2nd quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company's stock worth $142,149,566,000 after buying an additional 1,532,568 shares during the period. Finally, Corient Private Wealth LLC lifted its holdings in shares of Meta Platforms by 103.5% during the second quarter. Corient Private Wealth LLC now owns 1,998,624 shares of the social networking company's stock worth $1,475,166,000 after buying an additional 1,016,667 shares in the last quarter. Institutional investors and hedge funds own 79.91% of the company's stock. Ge...

Harel Insurance Investments & Financial Services Ltd. boosted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 83.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 170,422 shares of the social networking company's stock after acquiring an additional 77,664 shares during the period. Meta Platforms accounts for approximately 1.1% of Harel Insurance Investments & Financial Services Ltd.'s investment portfolio, making the stock its 26th biggest position. Harel Insurance Investments & Financial Services Ltd.'s holdings in Meta Platforms were worth $125,130,000 as of its most recent SEC filing. Other institutional investors have also bought and sold shares of the company. Goldstone Financial Group LLC grew its stake in shares of Meta Platforms by 44.4% in the 3rd quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company's stock valued at $2,756,000 after buying an additional 1,153 shares during the period. Spirepoint Private Client LLC lifted its holdings in Meta Platforms by 2.7% in the second quarter. Spirepoint Private Client LLC now owns 4,080 shares of the social networking company's stock valued at $3,011,000 after acquiring an additional 109 shares during the last quarter. Diversify Advisory Services LLC lifted its holdings in Meta Platforms by 10.4% in the second quarter. Diversify Advisory Services LLC now owns 55,431 shares of the social networking company's stock valued at $43,790,000 after acquiring an additional 5,224 shares during the last quarter. CW Advisors LLC grew its position in Meta Platforms by 27.8% in the second quarter. CW Advisors LLC now owns 176,762 shares of the social networking company's stock worth $130,467,000 after acquiring an additional 38,432 shares during the period. Finally, Sequoia Financial Advisors LLC increased its stake in Meta Platforms by 11.0% during the sec...

格隆汇1月27日｜平潭发展(000592.SZ)今日涨停，换手率13.8%，成交额27.26亿元。龙虎榜数据显示，游资“佛山系”位列买一席位，净买入5.33亿元；“中山东路”位列买二席位，净买入2.01亿元；“成都系”位列买三席位，净买入1.51亿元；“消闲派”位列买四席位，净买入7286万元；“欢乐海岸”位列卖三席位，净卖出1898万元。(格隆汇)

臻镭科技（688270）公告，预计2025年年度实现归属于母公司所有者的净利润为1.23亿元到1.45亿元，与上年同期相比，将增加1.03亿元到1.25亿元，同比增加529.64%到642.26%。预计2025年年度归属于母公司所有者的扣除非经常性损益的净利润为1.04亿元到1.23亿元，与上年同期相比实现扭亏为盈，将增加1.07亿元到1.26亿元，同比增加3,678.27%到4,332.00%。

文章提及标的 招商证券 -- 招商证券（600999）发布业绩快报，2025年营业总收入249亿元，同比增长19.19%。净利润123亿元，同比增长18.43%。2025年，公司积极融入国家经济社会大局，以服务金融“五篇大文章”为战略引领，强化协同联动，实现发展质量和经营效益稳步提升。

上海沿浦（605128）公告，公司作为有限合伙人以自有资金认缴出资0.2亿元，占认缴出资总额10%，与上海电科股权投资基金管理有限公司等6家投资方共同设立杭州西湖上电科人形机器人（886069）创业投资合伙企业(有限合伙)。合伙企业主要投资于人形机器人（886069）及其相关科技项目，以法律法规允许的方式进行投资，投资地域以长三角地区为主。合伙企业的存续期限为8年，其中自合伙企业成立之日起5年为投资期，投资期届满后的3年为退出期。

慧为智能公告，预计2025年度实现归属于上市公司股东的净利润为560万元到830万元，同比增长261.71%到436.11%。本次业绩增长主要得益于公司积极开拓市场，持续优化产品结构与资源配置，带动销售收入稳步提升。

国务院总理李强日前签署国务院令，公布修订后的《中华人民共和国药品管理法实施条例》，自2026年5月15日起施行。《条例》共9章89条，修订后的主要内容如下。一是完善药品研制和注册制度。支持以临床价值为导向的药品研制和创新，鼓励研究和创制新药，支持新药临床推广和使用。二是加强药品生产管理。严格药品委托生产管理，压实委托生产时药品上市许可持有人的责任。三是规范药品经营和使用。完善药品网络销售管理制度，压实药品网络交易第三方平台提供者责任。四是严格药品安全监管。明确药品安全监督检查措施。（新华社）

三和管桩（003037）公告，预计2025年度净利润为5100万元，同比增长101.95%。报告期内，尽管面临市场需求阶段性承压的宏观环境，公司始终围绕核心发展战略，积极优化业务布局与经营质量。通过持续深耕光伏、风电（885641）、水利（885572）等新兴应用领域，不断拓展产品矩阵并推动结构升级，同时全面强化精益管理与运营效率提升，带动整体毛利率实现稳步修复，公司全年业绩实现同比显著增长，整体经营呈现稳步复苏态势。

电科院（300215）公告，预计2025年度净利润为500万元到750万元，同比下降65.91%到77.27%。报告期内，公司经营情况整体略有下降，其中低压CCC认证检测业务因中国质量认证中心(CQC)订单大幅减少业绩下滑显著，对公司相关业务的持续性和收入造成了不利影响，此外，行业波动使得高压检测业务收入略有下滑；成本支出方面，受行业特性影响，折旧及摊销等固定成本占比较大，设备维修费略有上升；非经常性损益同比有所上升；综上因素导致净利润同比有所下降。

极地涡旋影响持续，美国冬季风暴已酿30死。图为准备在纽约拉瓜迪亚机场起飞的美国联合航空客机。 （法新社） （华盛顿综合电）一场席卷美国大部分地区的冬季风暴已造成至少30人死亡，初步估计经济损失最高可达1150亿美元（约1458亿新元）。 纽约市长办公室消息说，星期天（1月25日）以来气温骤降，纽约至少有八人被发现死于户外。其他死亡事件发生在得克萨斯州、阿肯色州、马萨诸塞州、宾夕法尼亚州和堪萨斯州等地。 美国气象预报公司AccuWeather表示，这场冬季风暴预计将成为自2025年初洛杉矶地区野火以来，带来损失最大的极端天气事件，初步估计损失介于1050亿至1150亿美元。 这场风暴源于一次被拉伸的极地涡旋，使大量北极冷空气南下。美国国家气象局指出，尽管风暴系统星期一正从东海岸移向大西洋，但来自加拿大的北极寒流紧随其后，零下气温仍将持续数日。 周一清晨，五大湖地区出现极端低温，裸露皮肤在几分钟内就可能冻伤。其中，明尼苏达州和威斯康星州部分地区气温低至零下30摄氏度以下。 美南部地区的电力供应已开始陆续恢复，但截至周一晚，仍有超过60万用户处于断电状态。面对持续恶劣天气，全美至少20个州和首都华盛顿宣布进入紧急状态，以便部署应急人员并调配相关资源。 猛烈的降雪和刺骨的冰粒袭击各地城市，导致道路无法通行，公交、火车和航班被迫取消。航班追踪网站FlightAware的数据显示，截至周一傍晚，美国约有5220趟航班取消，6500多趟航班延误。

AleksandarNakic/E+ via Getty Images After studying the pipeline of OPKO Health ( OPK ), I chose it as my top idea for 2026. However, Wall Street still doesn't see the potential of its tetraspecific and trispecific monoclonal antibodies , such as MDX2004, MDX2003, and MDX2001. In my view, because about 62.8% of OPK's total revenue is generated by its diagnostics segment, BioReference. Moreover, after mid-2023, when the COVID-19 pandemic ended, demand for BioReference's diagnostic services declined due to tightening competition from Labcorp Holdings ( LH ) and Quest Diagnostics ( DGX ). Source: graph was made by Author based on the financial reports of OPKO Health And another reason that I highlight why OPKO stock is trading near its 52-week low is weak demand for its flagship renal therapy, called Rayaldee [calcifediol] . Its sales have remained in the $5.8 million to $9.3 million range in the last 9 quarters, although this active form of vitamin D3 was launched in Q3 2016. Source: graph was made by Author based on the financial reports of OPKO Health But why does this trend remain? I believe, in the SHPT treatment market, there are similarly effective but cheaper generic versions of AbbVie's ( ABBV ) Zemplar and Amgen's ( AMGN ) Sensipar. Well, it's time to present you with 3 reasons why I bought OPKO shares in 2025 and will continue to increase my stake in it in February. ModeX Strengthened OPKO Health's Pipeline of Product Candidates On May 9, 2022 , OPKO acquired ModeX Therapeutics for $300 million, paid in its shares and not in cash. And in my opinion, OPK hit the jackpot with this deal. In addition to its portfolio of MDX2201 and next-generation drugs for HIV and oncology, it also added Dr. Elias Zerhouni , the former NIH Director, and Gary Nabel , the former CSO of Sanofi ( SNY ). Source: OPKO Health Thus, I believe that OPKO has people who are capable of changing the approach to treating various types of cancer and not just improving selectivity or the method...

JHVEPhoto/iStock Editorial via Getty Images One of the biggest laggards in the market in recent years was Intel ( INTC ). The chip giant saw its shares fall as revenues dropped, net losses piled up, and the company's turnaround has taken much longer than expected. Shares, however, staged a massive rally late last year and into early 2026 as several high profile entities piled billions of dollars into the company, helping the balance sheet improve significantly from its large net debt position. Unfortunately for investors, Intel failed the first big test of 2026 last week with its Q4 report , taking a big chunk out of recent gains. Previous coverage of the name The last time I looked at Intel was back in September, right after we got the news of three high profile investments in the company. Between those deals and the sale of part of Intel's Altera stake, the balance sheet was about to look a lot different. Unfortunately, bottom line results still weren't looking great, as analysts continued to cut their non-GAAP EPS estimates. Since that time, Intel shares have rocketed more than 53% higher, despite Friday's fall, compared to just an almost 4% gain in the S&P 500. A look at Q4 results For the quarter ending on December 27th, Intel reported revenues of $13.67 billion, down from $14.26 billion a year earlier. This was the sixth straight quarter where Intel beat street estimates, this time by more than $282 million, but a number of times that's been due to weaker than expected guidance a few months earlier. The revenue decline was led by the Client Computing Group down 7% and all other revenues down 48%. The Data Center and AI segment did show 9% growth, while Intel Foundry was up 4%. Gross margins at 37.9% were better than guidance, but still down 4.2 percentage points over Q4 2024 levels. Management offset that a bit by cutting key operating expenses by 14%, so the operating margin was only down by 80 basis points. Non-GAAP net income was up 35% year over year, but ...

JHVEPhoto/iStock Editorial via Getty Images One of the biggest laggards in the market in recent years was Intel ( INTC ). The chip giant saw its shares fall as revenues dropped, net losses piled up, and the company's turnaround has taken much longer than expected. Shares, however, staged a massive rally late last year and into early 2026 as several high profile entities piled billions of dollars into the company, helping the balance sheet improve significantly from its large net debt position. Unfortunately for investors, Intel failed the first big test of 2026 last week with its Q4 report , taking a big chunk out of recent gains. Previous coverage of the name The last time I looked at Intel was back in September, right after we got the news of three high profile investments in the company. Between those deals and the sale of part of Intel's Altera stake, the balance sheet was about to look a lot different. Unfortunately, bottom line results still weren't looking great, as analysts continued to cut their non-GAAP EPS estimates. Since that time, Intel shares have rocketed more than 53% higher, despite Friday's fall, compared to just an almost 4% gain in the S&P 500. A look at Q4 results For the quarter ending on December 27th, Intel reported revenues of $13.67 billion, down from $14.26 billion a year earlier. This was the sixth straight quarter where Intel beat street estimates, this time by more than $282 million, but a number of times that's been due to weaker than expected guidance a few months earlier. The revenue decline was led by the Client Computing Group down 7% and all other revenues down 48%. The Data Center and AI segment did show 9% growth, while Intel Foundry was up 4%. Gross margins at 37.9% were better than guidance, but still down 4.2 percentage points over Q4 2024 levels. Management offset that a bit by cutting key operating expenses by 14%, so the operating margin was only down by 80 basis points. Non-GAAP net income was up 35% year over year, but ...

Intel: Large Progress Hits A Wall (NASDAQ:INTC) Seeking Alpha

欧盟和印度周二势将宣布达成一项期待已久的贸易协议，旨在建立更紧密的经济联系，应对美国总统特朗普反复无常的关税威胁 比利时布鲁塞尔，欧盟旗帜。图：视觉中国

Advt Join the community of 2M+ industry professionals. Subscribe to Newsletter to get latest insights & analysis in your inbox. All about ETBrandEquity industry right on your smartphone! Download the ETBrandEquity App and get the Realtime updates and Save your favourite articles. Meta Platforms and EssilorLuxottica were ⁠sued in a U.S. court on Friday by a smartglasses maker that claims they copied its technology for their competing wearables. Solos ‌Technology said ‌in a patent infringement lawsuit filed in Massachusetts federal court that the ‌companies' products rely on "foundational technologies" it developed related to smartglasses audio, sensing, processing and other features. The lawsuit said Meta's product collaborations with EssilorLuxottica sunglass brands Ray-Ban and Oakley ​infringe five of its patents. Solos ​requested "multiple billions of dollars" in damages from Meta and ‌EssilorLuxottica, as ‍well as court orders blocking the alleged ‍infringement.Spokespeople for Meta and EssilorLuxottica did not immediately ‌respond to requests for comment. A Solos spokesperson said the complaint speaks for itself. Solos, which is incorporated in Hong Kong and based in Cambridge, Massachusetts, was spun off from Massachusetts-based wearable developer Kopin Corp in 2019. According to the lawsuit, Meta employees ‍had "studied Solos' products, cited Solos' patents, interacted with inventors, and gained insight into Solos' engineering ‍work" before ⁠it started selling ⁠its smartglasses in 2021. Solos said revenue from Meta's Ray-Ban smartglasses is projected to generate USD 10 billion in revenue by 2030.The case is Solos Technology Ltd v. Meta Platforms Inc, U.S. District Court for the District of Massachusetts, No. 1:26-cv-10304For Solos: Jameson Pasek, Steve Wang and Keegan Caldwell of CaldwellFor Meta and EssilorLuxottica: attorney information not yet available

政府稱預計到2027年4月，今屆政府任期內將合共削減約1萬個職位。 公務員事務局局長楊何蓓茵，在立法會簡介政策，提到政府自2021/22年度起，推行公務員編制零增長政策。整體編制不高於2021年3月水平，即19.6萬個職位，預計至今年3月底，將降至約19.3萬個。 而未來兩個財政年度，編制人手每年將分別縮減百分之2，預計到2027年4月1日，本屆政府任期內累計有一萬個職位被削減，強調會以科技等提升公共服務的效率。