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Stocks gain tracking tech, Fed and trade

Yahoo 📅 01/27 19:48 AAPL.OMSFT.OTSLA.O
South Korea investors piled into tech giants including Samsung and SK hynix as they brushed off Donald Trump's latest tariff threat (Jung Yeon-je) · Jung Yeon-je/AFP/AFP Stock markets gained Tuesday as investors geared up for the US Federal Reserve's policy meeting and earnings from tech titans, which will be pored over for signs of AI momentum. Nearing the half-way stage in Europe, London and Par...

瑞穗证券上调美光科技目标价至480美元

格隆汇 📅 01/27 19:48 MU.O
格隆汇1月27日|瑞穗证券将美光科技目标价从390美元上调至480美元;将CoreWeave目标价从92美元上调至100美元。

General Motors in Charts: Q4 Adjusted EBIT up 13% Y/Y, dips ~16% sequentially

Seeking Alpha 📅 01/27 19:47
More on General Motors GM's Durability Discount: The Margin Proof The Market Needs (Rating Upgrade) General Motors: The Re-Rating Without Margin Recovery Is Here General Motors Trumps Ford Amid EV Headwinds And Recurring SaaS Monetization General Motors Non-GAAP EPS of $2.51 beats by $0.25, revenue of $45.29B misses by $750M Ford, GM in talks with First Brands over financing to avoid supply disrup...

纽泰格:公司计划以不超过3600万元人民币的等值美元对全资子公司纽泰格(香港)有限公司增资,并通过香港纽泰格在美国设立一家全资子公司NTG Technology USA LLC

同花顺 📅 01/27 19:47
纽泰格:公司计划以不超过3600万元人民币的等值美元对全资子公司纽泰格(香港)有限公司增资,并通过香港纽泰格在美国设立一家全资子公司NTG Technology USA LLC 2026-01-27 19:47:40 来源: 同花顺7x24快讯 分享 文章提及标的 纽泰格 -- 纽泰格(301229)公告,公司计划以不超过3600万元人民币的等值美元对全资子公司纽泰格(301229)(香港)有限公...

嘉事堂:股东光大实业筹划公司股权转让 股票停牌

格隆汇 📅 01/27 19:47
格隆汇1月27日|嘉事堂公告,公司于2026年1月27日接到股东中国光大实业(集团)有限责任公司书面通知,光大实业及子公司中国光大医疗健康产业有限公司正在筹划公司股权转让事宜,该事项可能导致公司控股股东、实际控制人发生变更。公司股票自2026年1月28日开市起停牌,预计停牌时间不超过2个交易日。

美政府16亿美元注资稀土公司

金融界 📅 01/27 19:47
当地时间1月26日,美国稀土公司(USA Rare Earth)宣布获得美国政府约16亿美元的战略投资,这笔美国政府在该领域最大规模的投资,立即引爆资本市场,该公司股价开盘大幅飙升28%,截至收盘涨7.8%,报26.72美元。 这已是特朗普政府去年以来至少第六次入股矿业公司,一系列动作表明,美国正通过国家资本直接介入关键矿产供应链,加速构建本土稀土产能,以减少对海外资源的依赖。 战略注资 美国政府...

Indonesia's Danantara to manage land seized from 28 firms linked to Sumatra floods, official says - Reuters

Reuters 📅 01/27 19:46
Indonesia's Danantara to manage land seized from 28 firms linked to Sumatra floods, official says Reuters

美联储换帅前瞻:历史复盘与影响展望

金融界 📅 01/27 19:46
核心观点:本轮全球宽松周期下,各类资产关联度上升,新任美联储主席的变动有望重塑全球货币政策路径与市场空间。 摘要 ▶ 全球资本市场相关性显著提升。2024年9月美联储启动降息周期以来,中、欧等主要经济体同步推进,全球流动性宽松格局形成。我们认为这一现象本质是全球化债,核心逻辑正是通过债务置换逐步降低资金成本,缓解政府债务的利息偿付压力。对于全球市场而言:1)权益市场同步走强,纳斯达克100、日经2...

Atlas Copco GAAP EPS of SEK 1.36, revenue of SEK 42.78B

Seeking Alpha 📅 01/27 19:45
Atlas Copco press release ( ATLKY ): Q4 GAAP EPS of SEK 1.36. Revenue of SEK 42.78B (-7.0% Y/Y). Orders received reached MSEK 38 606 (39 725), organic increase of 4%. Operating cash flow at MSEK 6 777. Return on capital employed was 24%.The Board of directors proposes: - An ordinary dividend for 2025 of SEK 3.00 (3.00) per share, and an extra distribution of SEK 2.00 per share, resulting in a tota...

CGI, OpenAI partner to deploy AI solutions

Seeking Alpha 📅 01/27 19:45 MSFT.O
CGI ( GIB ) has entered into a global go-to-market alliance with OpenAI ( OPENAI ) to help clients deploy advanced AI capabilities securely and at enterprise scale to drive measurable business outcomes. Dave Henderson, Chief Technology Officer, CGI, said, "Building on our successful, multi-year pilot program in the UK, we are excited to globalize OpenAI as one of our key AI partners. Through this ...

Unitil Schedules Fourth Quarter 2025 Earnings Release and Conference Call

Globe News Wire 📅 01/27 19:45
HAMPTON, N.H., Jan. 27, 2026 (GLOBE NEWSWIRE) -- Unitil Corporation (NYSE: UTL) (unitil.com) has scheduled the release of its fourth quarter 2025 earnings after the market closes on February 9, 2026. Unitil will host its conference call and webcast on February 10, 2026 at 2:00 p.m. (ET) to review its results. Related presentation materials will be available before the call on the Company’s Investo...

I Called Micron's Surge a Few Months Ago. Here's How High I See the AI Stock Going This Year. - The Motley Fool

Google 📅 01/27 19:45 MU.OINTC.O
Micron's off to a hot start in 2026. How high can it go? Micron (MU 2.64%) has been one of the biggest winners of the artificial intelligence (AI) boom, and it was nearly the top-performing stock on the S&P 500 last year, finishing up 239% as you can see from the chart below. The stock has continued to rally into 2026, and you can see that most of the gains came in the last third of the year. Last...

Kimberly-Clark Corp Reveals Advance In Q4 Bottom Line

Nasdaq 📅 01/27 19:44
(RTTNews) - Kimberly-Clark Corp (KMB) reported earnings for its fourth quarter that Increases, from last year The company's bottom line totaled $499 million, or $1.50 per share. This compares with $447 million, or $1.34 per share, last year. Excluding items, Kimberly-Clark Corp reported adjusted earnings of $1.43 per share for the period. The company's revenue for the period fell 0.6% to $4.080 bi...

美国引爆地缘危机之际 各国竞相布局“卫星主权”

格隆汇 📅 01/27 19:44
格隆汇1月27日|随着美国特朗普政府一系列的外交和军事霸凌行为,正在日益撕碎全球秩序,越来越多的政府目前也正愈发重视起了卫星主权。欧洲、中东和亚洲国家正纷纷投资建设本国卫星,或付费获取私营卫星的专属使用权。阿曼综合企业MB集团与商业卫星初创公司Astranis达成互联网卫星合作协议。MB集团高管表示,这项价值九位数的协议将使阿曼获得对其数字基础设施的主权控制权。加拿大政府向位于渥太华的Telesa...

Hedging Against U.S. Trade Volatility

Seeking Alpha 📅 01/27 19:44
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Good morning! Here is the latest in trending: My precious: Gold is at it again, topping $5,100 in the latest session. Silver also notched new highs, but JPMorgan's Kolanovic issued a new warning . Delays? Asia markets rise despite new U.S. duties on certain S...

U.S. AI-Related Stocks Gain Premarket, Following Bullish Asia Session

Yahoo 📅 01/27 19:43 MSFT.O
Futures for U.S. AI-related stocks were rising after tech stocks gained in Asia trade and Micron Technology said after the close it will invest around $24 billion in Singapore over the next decade on surging in demand for memory chips.

UPS gains after topping earnings expectations; FedEx higher also

Seeking Alpha 📅 01/27 19:43
United Parcel Service ( UPS ) rallied in early action Tuesday after the delivery company issued a better-than-anticipated earnings report. Revenue was 3.2% lower than a year ago during the quarter at $21.5 billion, and adjusted EPS came in at $2.38 vs. $2.20 consensus. Revenue in the U.S. domestic segment was down 3.2% year-over-year to $16.8 billion vs. $16.3 billion consensus, primarily driven b...

溢价60%卖出股权,PUMA凭什么?

36kr 📅 01/27 19:43
作者 | 谢芸子 安踏对PUMA彪马的收购终于敲定。 1月26日,安踏体育发布公告,以每股35亿欧元,约合15.06亿欧元的对价(约124亿元人民币‌‌)与Artémis公司签订购股协议,计划收购PUMA彪马29.06%的股份。 待交割完成后,安踏集团或将以第一大股东的身份,寻求监事会委派合适的代表。值得一提的是,本次交易有望于2026年底前完成,且股权收购资金全部来源于安踏集团的内部自有现金储备...

欧洲央行管委西姆库斯:下一次利率调整 加息或降息的可能性是相等的

格隆汇 📅 01/27 19:43
格隆汇1月27日|欧洲央行管委西姆库斯:下一次利率调整,无论何时到来,加息或降息的可能性是相等的。政策符合当前形势,预计二月份利率将保持不变,但之后的走势尚不明朗。不能对短期数据波动反应过度;通胀在2%附近波动属于正常现象。

Applied Industrial Technologies Inc Announces Climb In Q2 Bottom Line

Nasdaq 📅 01/27 19:42
(RTTNews) - Applied Industrial Technologies Inc (AIT) reported a profit for its second quarter that Increased, from the same period last year The company's bottom line totaled $95.34 million, or $2.51 per share. This compares with $93.29 million, or $2.39 per share, last year. The company's revenue for the period rose 8.4% to $1.163 billion from $1.073 billion last year. Applied Industrial Technol...

德意志银行将布油价格预测上调至61.50美元/桶 因供应过剩幅度或将收窄

格隆汇 📅 01/27 19:42
格隆汇1月27日|德意志银行分析师在报告中表示,由于预期下半年原油供应过剩的幅度将收窄,该行将2026年布伦特原油价格预测上调至61.50美元/桶。进入2026年下半年,供需模型显示过剩量将大幅缩减。若计入计划外的供应中断因素,市场很可能趋于平衡甚至出现短缺。

SK海力士回应将在美设立人工智能投资部门:正在考虑多种方案

格隆汇 📅 01/27 19:41
格隆汇1月27日|有消息称,SK海力士将在美国设立新部门,旨在整合集团旗下各公司分散进行的人工智能投资,以加快决策速度并提升投资专业能力。SK海力士对此回应称,正在考虑多种方案,包括成立人工智能投资部门。

California probes US TikTok over claims it censors anti-Trump content

BBC News 📅 01/27 19:41 META.O
California probes US TikTok over claims it censors anti-Trump content 2 hours ago Share Save Liv McMahon Technology reporter Share Save Getty Images The Democratic governor of California, Gavin Newsom, has announced an investigation into claims TikTok has censored content which is critical of the Trump administration. A deal was concluded last Thursday to split off the US operation of the app - th...

大盘点:百亿基金经理已超百位,新秀谁上位?老将谁出局?

财联社 📅 01/27 19:41
财联社1月27日讯(记者 吴雨其) 2025年这一轮行情反复之中,百亿主动权益基金经理的版图已经悄然换了一拨人。Wind数据显示,按照产品合计管理规模(含共管)统计,截至2025年末,百亿主动权益基金经理数量增至109位,比2024年末的71位明显增多。(注:本次统计仅纳入各基金经理管理的主动权益类产品,如同时管理其他非主动权益基金,其对应规模未计入,下同。) 从名单结构看,呈现出两大特点,一方面...

沙特阿拉伯据悉求助于富裕家族以填补资金缺口

格隆汇 📅 01/27 19:41
格隆汇1月27日|据市场消息,沙特阿拉伯据悉寻求借助富豪家族力量填补财政资金缺口。

美股异动丨通用汽车盘前涨超6%

格隆汇 📅 01/27 19:41
格隆汇1月27日|通用汽车(GM.US)盘前拉升转涨,目前涨幅扩大至6.3%,公司四季度核心利润高于预期。

Procurement Magazine January 2026: SAP, Sarantis Group and Equans on AI, Strategy and Sustainable Sourcing

Global News Wire 📅 01/27 19:41
The January editions of BizClik’s Procurement & Supply Chain portfolio are now live, featuring fresh insights from Supply Chain Digital, Procurement Magazine, and Manufacturing Digital publications. London - 27 January 2026- BizClik, a global B2B media and events company, has released the latest magazine editions of its Procurement & Supply Chain portfolio, featuring: Each digital magazine deliver...

Should You Buy Palantir Technologies Stock Before Feb. 3? Wall Street Has a Near Unanimous Answer. - The Globe and Mail

Google 📅 01/27 19:40 NVDA.OPLTR.O
Key Points Palantir has profited from the rapid adoption of AI. By addressing the AI knowledge gap, the company has driven robust revenue and earnings growth. Its valuation is concerning for some investors, but Palantir's long-term prospects shouldn't be ignored. 10 stocks we like better than Palantir Technologies › The emergence of artificial intelligence (AI) marked a major leap forward in techn...

Applied Industrial Technologies reports mixed Q2 results; updates FY26 outlook

Seeking Alpha 📅 01/27 19:40
Applied Industrial Technologies press release ( AIT ): Q2 GAAP EPS of $2.51 beats by $0.02 . Revenue of $1.16B (+8.4% Y/Y) misses by $10M ; up 2.2% on an organic basis. EBITDA of $140.4 Million Up 3.9% YoY Operating Cash Flow of $99.7 Million; Free Cash Flow of $93.4 Million Quarterly Dividend Increased 11% to $0.51 Per Share Announcing Acquisition of Thompson Industrial Supply Inc. Fiscal 2026 Gu...

ICE agents get security role at 2026 Winter Olympics sparking outrage after deadly shootings

SCMP 📅 01/27 19:40
A branch of the US Immigration and Customs Enforcement (ICE) will help with security for the Winter Olympics in Italy, it confirmed on Tuesday, sparking anger and warnings they were not welcome. Reports had been circulating for days that the agency embroiled in an often brutal immigration crackdown in the United States could be involved in US security measures for the February 6-22 Games in northe...
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