The UN children’s agency said on Tuesday it had for the first time in two and a half years been able to deliver ‌school kits with learning materials into Gaza after they were previously blocked by Israeli authorities. Thousands of ‍kits, including pencils, exercise books and wooden cubes to play with, have now entered the enclave, Unicef said. “We have now, in the last days, got in thousands of recreational kits, hundreds of school-in-a-carton kits. We’re looking at getting 2,500 more school kits in, in the next week, because they’ve been approved,” Unicef spokesperson James Elder said. Advertisement COGAT, the arm of the Israeli military that oversees aid flows into the Gaza Strip, did not immediately respond to a request for comment. Children in Gaza have faced an unprecedented assault on the education system, as well as restrictions on the entry of some aid materials, including school books and pencils, meaning teachers had to make do with limited resources, while children tried to ‍study at night in tents without lights, Elder said. The delivery of vital school kits in Gaza offers hope amid devastation and learning disruption. Photo: Xinhua During the conflict, some children missed out on education altogether, facing basic challenges like finding water, as well as widespread malnutrition, ‌amid a major humanitarian crisis.

格隆汇1月27日｜俄罗斯军队对乌克兰南部港口城市敖德萨发动袭击，作为其针对乌能源基础设施新一轮大规模打击的一部分。乌克兰总统泽连斯基表示，此类行动正严重威胁旨在结束冲突的外交努力。泽连斯基称，此次夜间袭击动用了约165架无人机，覆盖从西部利沃夫到东部哈尔科夫的多个城市，其中敖德萨成为重点目标，超过50架无人机袭击了当地能源设施，造成数十人受伤。“每一次俄方这样的袭击都在侵蚀仍在进行的外交进程，并破坏那些致力于结束冲突的伙伴国所付出的努力，”泽连斯基强调，并呼吁美欧盟友加大对莫斯科施压力度。

J. Michael Jones Synchrony Financial ( SYF ) stock slid 2.5% in Tuesday premarket trading after the credit card issuer delivered weaker-than-expected Q4 earnings and revenue as net interest income failed to rise as much as consensus estimates anticipated. Furthermore, its 2026 guidance midpoint was under the average analyst estimate. The company expects FY2026 EPS of $9.10-$9.50 (midpoint $9.30) vs. the average analyst estimate of $9.35; a net charge-off rate of ~5.5%-6.0% vs. the Visible Alpha consensus of 5.56%; and ending loan receivables growth in the mid-single digits. Q4 GAAP EPS of $2.04, just missing the $2.05 consensus, fell from $2.86 in Q3 and increased from $1.91 in Q4 2024. The current quarter included a $51M after-tax restructuring charge for a voluntary employee early retirement program, or $0.14 per share. Q4 net revenue of $3.79B, lagging the $3.83B consensus, decreased from $3.82B in the prior quarter and $3.80B in the year-ago period. Purchase volume was $49.5B, vs. the Visible Alpha estimate of $49.3B, rising from $46.0B in Q3 and $48.0B in Q4 2024. Net interest income rose to $4.76B from $4.72B in the prior quarter and $4.59B a year ago. The Q4 2025 number missed the Visible Alpha estimate of $4.81B. Provision for credit losses of $1.44B, less than the Visible Alpha consensus of $1.59B, climbed from $1.15B in Q3 and declined from $1.56B in the prior year's Q4. Net charge-offs as a percentage of total average loan receivables were 5.37%, rising from 5.16% in the previous quarter and dropping from 6.45% a year ago. The 30+ days past due delinquency rate was 4.49% in Q4, compared with 4.39% in Q3 and 4.70% in Q4 2024. Loan receivables of $103.8B grew from $100.2B in the previous quarter. "Synchrony achieved sequentially stronger new account, purchase volume, and receivable growth across our portfolio during the fourth quarter, culminating in the addition of over 20M new accounts, engagement with nearly 70M customers, and generation of over $182B of...

格隆汇1月27日｜1. 美国三大股指期货涨跌不一，纳指期货涨0.63%，标普500指数期货涨0.25%，道指期货跌0.44%。 2. 欧股主要指数涨跌不一，德国DAX指数跌0.09%，英国富时100指数涨0.35%，法国CAC指数涨0.37%，欧洲斯托克50指数涨0.28%。 3. 美联储传声筒：美联储官员预计本周将暂停降息，恢复降息的路径尚不明确。 4. 美国政府提议明年将联邦医疗保险(Medicare)私人计划的支付费率维持在当前水平，远低于预期。 5. 据报三星电子、SK海力士与苹果谈判，大幅提高iPhone所用LPDDR内存价格，涨幅高达100%。 6. 欧盟启动两项合规程序，以督促谷歌履行其在《数字市场法》下的义务。 7. 微软获批在美国威斯康星州增建15个数据中心。 8. 美光科技加码投资240亿美元在新加坡扩产，以应对AI芯片短缺。 9. 新思科技CEO预期存储器芯片价格上涨及短缺将持续到2027年。 10. 耐克据报计划裁员775人，以提升公司盈利并加速自动化应用。 11. 阿里正式发布旗舰推理模型Qwen3-Max-Thinking，主动性更强、擅长逻辑推理。 12. 小鹏汽车顾宏地：预计今年将实现“非常强劲”的增长，海外市场销售增速或超国内。 13. VinFast与人工智能公司Autobrains合作开发自动驾驶技术。 14. 美国财政部终止与顾问公司Booz Allen合约，涉泄露特朗普、马斯克等税务记录。 15. 联合健康Q4营收1132.15亿美元，调整后EPS同比下降69.02%至2.11美元。 16. 通用汽车Q4营收452.9亿美元，亏损33.1亿美元；批准60亿美元股票回购计划。 17. 美国航空Q4调整后EPS 16美分逊于预期，预计冬季风暴导致首季收入减少1.5亿至2亿美元。 18. 雷神科技Q4销售额同比增长12%至242.4亿美元，调整后EPS 1.55美元，超预期。 美股时段值得关注的事件： 22:00 美国11月FHFA房价指数月率/美国11月S&P/CS20座大城市未季调房价指数年率 23:00 美国1月里奇蒙德联储制造业指数/美国1月谘商会消费者信心指数 (格隆汇)

NextEra Energy press release ( NEE ): Q4 Non-GAAP EPS of $0.54 beats by $0.01 . Revenue of $6.5B (+20.6% Y/Y) misses by $290M . Outlook NextEra Energy's long-term financial expectations remain unchanged from what the company shared at the investor conference last December. NextEra Energy continues to expect 2026 adjusted earnings per share to be in the range of $3.92 to $4.02 vs. consensus of $4.01 . NextEra Energy also continues to expect a compound annual growth rate in adjusted earnings per share of 8%+ annually through 2032 and is targeting the same from 2032 through 2035, all off the 2025 base of $3.71 adjusted earnings per share. NextEra Energy also continues to expect to grow its dividends per share at a roughly 10% rate per year through 2026, off a 2024 base, and 6% per year from year-end 2026 through 2028. More on NextEra Energy NextEra Energy: Everyone Seems To Love It And This Could Be A Problem NextEra Energy: A Likely 10% Dividend Hike Just Weeks Away NextEra Energy: Investment Opportunity Is Already Priced In NextEra Energy Q4 2025 Earnings Preview SA Asks: What's the best utilities stock play right now?

The EU AI GRID has been launched in Vilnius, marking a significant advancement in AI infrastructure within Europe. This initiative, spearheaded by Telecentras and Singapore-based Embedded LLM, aims to provide a network that complies with GDPR data and the EU AI Act, ensuring digital sovereignty and protection of sensitive information. The project is designed to empower AI users in Europe with transparency and robust data protection, thereby enhancing productivity and security. The EU AI GRID will initially be implemented in Lithuania, with plans to expand to other European countries, supporting the region's strategic autonomy and secure collaboration within the innovation ecosystem. In other market news, Zoom Communications was trading firmly up 11.3% and finishing the session at $95.46, close to the 52-week high. At the same time, Ondas lagged, down 8.3% to close at $11.16. Ondas is set for rapid revenue growth via strategic defense partnerships with Palantir, but faces financial challenges. Discover how Ondas might transform its market position by clicking through to explore the full narrative. For more on this topic, get in fast with our Market Insights article, "Which Markets Will Sink or Swim in 2026?", discussing the AI-driven capex boom and its impact on growth. Best Cloud AI Stocks Oracle ended the day at $182.44 up 3%. This week, Oracle partnered with Alrajhi Medicine and VCLS to enhance healthcare operations and pharmacovigilance through its cloud solutions. Alphabet settled at $333.26 up 1.6%, close to the 52-week high. Microsoft ended the day at $470.28 up 0.9%. This week, the company launched the Maia 200 chip, enhancing AI model efficiency and reducing dependence on Nvidia GPUs. Where To Now? This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or...

乌克兰总统泽连斯基27日在与奥地利总理施托克尔通话时表示，乌克兰计划2027年加入欧盟。泽连斯基表示，乌克兰加入欧盟不仅是对乌克兰的重要安全保障，对整个欧洲同样如此，“欧洲的共同力量，部分正是依靠乌克兰在安全、技术和经济方面的贡献。”此外在通话中，他还向奥地利方面通报了此前在阿联酋举行的乌克兰、美国和俄罗斯代表团三方会谈情况。他表示会谈重点讨论了军事议题，同时涉及安全保障问题。（央视新闻）

希腊中部城市特里卡拉附近的维奥兰塔饼干厂星期一（1月26日）凌晨发生大火，并引发爆炸。 （路透社） 希腊一家饼干厂发生火灾，造成五名工人死亡，是该国近年来最严重的工业事故。 法新社报道，希腊中部城市特里卡拉附近的维奥兰塔（Violanta）饼干厂星期一（1月26日）凌晨发生大火，并引发爆炸。 消防官员告诉路透社，当时工厂内共有13名员工，其中八人成功逃生。当局星期一找到四名遇难者的遗体，但第五名遇难者遗体直到星期二（27日）早上才被找到。 当局说，火势被扑灭后，现场仍有余火，加剧搜救工作的难度。 希腊全国劳工总会（GSEE）说，四名遇难者都是女性，并要求对这起事故进行彻底调查。 希腊卫生部长乔治亚迪斯早前告诉当地新闻电台ERT，包括一名消防员在内的六人事后在当地医院接受治疗，主要症状是呼吸系统问题，但没有生命危险。 一名消防部门官员说，燃气泄漏可能是引发火灾的原因，但他们“目前还不能排除其他可能性”。 当地检察部门正在监督这次调查，包括评估工厂安全漏洞可能造成的刑事责任。 这起事故震惊特里卡拉周边社区，因为许多民众都为该公司工作。许多员工和亲属说，遇难的女员工选择上夜班是为了白天能陪伴孩子。 维奥兰塔公司发声明中坚称，公司“严格执行各项规章制度，并遵守所有保障员工和设施安全的措施”，公司正在“全力”配合调查。 公司网站显示，位于特里卡拉的维奥兰塔工厂是该公司首家且规模最大的工厂，年产饼干、曲奇和威化饼干可达1.25万吨。

Key Points Palantir's mission and pioneering role in defense tech resonate with younger investors. Gen Z seems to be obsessed with Palantir's CEO, Alex Karp. 10 stocks we like better than Palantir Technologies › When OpenAI commercially launched ChatGPT at the end of November 2022, shares of Palantir Technologies (NASDAQ: PLTR) were trading for $6. Today, the stock is trading for around $170. The obvious catalyst behind Palantir's parabolic rise is its ability to monetize artificial intelligence (AI) in the enterprise software environment. One thing that separates Palantir from its peers is its apparent appeal to Gen Z investors. 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 » Below, I'll detail three reasons behind Gen Z's support for Palantir and explain what makes the company unique. 1. Palantir's mission resonates Younger people are often disillusioned by gigantic companies in large part due to their hollow mission statements and overly corporate image. For a generation exposed to a lot of geopolitical unrest, a business that's acutely focused on national security and meaningful problem-solving through the power of AI makes Palantir interesting. Supporters see Palantir as an innovative disruptor to incumbent defense contracting businesses that lack a tech-enabled appeal. 2. Alex Karp's personality appeals Perhaps the biggest factor influencing Gen Z's affinity for Palantir is the company's CEO, Alex Karp. Karp is the opposite of many public company CEOs. Instead of reading from a script that a PR executive drew up, Karp shares his raw thoughts. During earnings calls and interviews, it is not uncommon for Karp to go on an intense, philosophical rant to explain what he thinks makes Palantir superior to enterprise software dinosaurs. Karp's unpolished character resonates with Gen Z, as they view the founder as more of a corporate influencer rather than an unrelatable, media-train...

Key Points Palantir's mission and pioneering role in defense tech resonate with younger investors. Gen Z seems to be obsessed with Palantir's CEO, Alex Karp. 10 stocks we like better than Palantir Technologies › When OpenAI commercially launched ChatGPT at the end of November 2022, shares of Palantir Technologies (NASDAQ: PLTR) were trading for $6. Today, the stock is trading for around $170. The obvious catalyst behind Palantir's parabolic rise is its ability to monetize artificial intelligence (AI) in the enterprise software environment. One thing that separates Palantir from its peers is its apparent appeal to Gen Z investors. Below, I'll detail three reasons behind Gen Z's support for Palantir and explain what makes the company unique. Image source: Getty Images. 1. Palantir's mission resonates Younger people are often disillusioned by gigantic companies in large part due to their hollow mission statements and overly corporate image. For a generation exposed to a lot of geopolitical unrest, a business that's acutely focused on national security and meaningful problem-solving through the power of AI makes Palantir interesting. Supporters see Palantir as an innovative disruptor to incumbent defense contracting businesses that lack a tech-enabled appeal. 2. Alex Karp's personality appeals Perhaps the biggest factor influencing Gen Z's affinity for Palantir is the company's CEO, Alex Karp. Karp is the opposite of many public company CEOs. Instead of reading from a script that a PR executive drew up, Karp shares his raw thoughts. During earnings calls and interviews, it is not uncommon for Karp to go on an intense, philosophical rant to explain what he thinks makes Palantir superior to enterprise software dinosaurs. Karp's unpolished character resonates with Gen Z, as they view the founder as more of a corporate influencer rather than an unrelatable, media-trained suit. 3. There's a sense of something new Long before institutional investors with billions of dollars i...

2026年的AI硬件赛道，正在经历一场前所未有的"军备竞赛"。 在这方面，字节的布局堪称"四面出击"。并购Oladance是其AI耳机战略的关键一步，后者是国内开放式耳机领域的头部玩家，拥有成熟的声学技术与供应链资源。联手歌尔与龙旗，则是为了解决AI眼镜的代工问题——歌尔是全球最大的VR/AR代工厂，龙旗是消费电子ODM领域的头部企业，二者的产能与工艺恰好能支撑字节的硬件野心。 此外，阿里旗下的夸克也在试水AI眼镜，从供应链流出的信息看，这是一款强调"轻交互"的AR眼镜，主打信息提示与即时翻译场景。 同样地，OpenAI的首款硬件设备也将计划于2026年下半年推出，有传言说是一款类似智能笔的硬件，内部代号"Gumdrop"，采用多模态传感器与2纳米芯片技术，不带屏幕，完全通过语音和环境感知与用户交互。 一时间，整个科技圈仿佛回到了十年前智能设备混战的时代。 就在科技公司兴致勃勃的时候，硬件厂商的反应却耐人寻味。1月23日，vivo 悄然宣布暂停筹备半年的 AI 眼镜项目，高管团队在内部复盘时直言“短期内难以实现差异化”，战略重心转头投向了 MR 头显。 以vivo执行副总裁胡柏山为首的高层判断，当前市场环境下，AI眼镜难以打造出差异化竞争优势。 如果以史为鉴，回头看看2023年那些被寄予厚望的AI硬件，例如AI Pin和Rabbit R1，你会发现，它们也都有着和今天的AI眼镜类似的出发点——试图用一个"终端"（方块）取代手机，但最终都失败收场。 有意思的是， 现阶段真正卖得出去的AI硬件，都不是那些野心勃勃的"大一统终端"。 比如科大讯飞的翻译机和录音笔，2025年618销售额同比暴增42%，连续9年霸榜。AI翻译耳机更是离谱，2025年上半年线上销量飙升636%，500元以下的平价产品占据了60%的市场。它们都有一个共同点：足够垂直，只解决一个刚需——要么是跨国商务人士的翻译需求，要么是记者、律师的会议记录痛点。 所以，问题来了：如果所谓的"AI大一统入口"根本不存在，现在这种铆足了劲堆硬件的打法，是不是走错路了呢？ 01 科技产品史上的冒进，往往源于人类想用自己的野心，去挑战物理定律。 不知有多少人做过这样的白日梦：一个轻如羽毛的眼镜，屏幕清晰如iPhone，续航能撑十小时，芯片性能堪比工作站，散热又无声无息——就像《钢铁侠》里的贾维斯一样，无所不知、无所不能...

格隆汇1月27日｜波音(BA.US)盘前涨2.2%，第四财季调整后自由现金流超出预期。

BYD said it aims to sell about 1.3 million cars outside of China this year. Analysts are finally starting to give the stock a positive outlook.

Hope Bancorp press release ( HOPE ): Q4 Non-GAAP EPS of $0.27 beats by $0.01 . Revenue of $145.8M (+23.5% Y/Y) beats by $2.9M . Net interest margin for the fourth quarter of 2025 increased by 1 basis point to 2.90%, up from 2.89% for the third quarter of 2025, and expanded 40 basis points year-over-year, up from 2.50% for the fourth quarter of 2024. More on Hope Bancorp Decent Valuation And Stable Credit Quality Make Hope Bancorp A Buy Seeking Alpha’s Quant Rating on Hope Bancorp Historical earnings data for Hope Bancorp Dividend scorecard for Hope Bancorp Financial information for Hope Bancorp

There's one sector-specific ETF that has seen a lot of investor attention recently. If you look at the top of the list of exchange-traded funds (ETFs) with the most recent net inflows of investor capital, some of the names aren't likely to surprise you. For example, the Vanguard Total Stock Market ETF, which is the largest ETF in the entire market, is seeing strong inflows right now, as is the Vanguard Total Bond Market ETF, a very popular choice for investors' fixed-income allocations. However, there is one sector ETF that has seen greater inflows than either of these recently. It is State Street's Financial Select Sector SPDR ETF (XLF +0.64%), which is designed to track bank stocks, insurance companies, and other financial services companies. Let's take a closer look at this ETF and why investors might be optimistic right now. The Financial Select Sector SPDR As the name suggests, the Financial Select Sector SPDR ETF is an index fund that tracks the financial sector, which includes banks, insurance companies, and other financial institutions. More specifically, the ETF tracks a weighted index and owns 76 stocks, most of which are large-cap financial companies. The largest holding is Berkshire Hathaway -- which is technically an insurance company at its core -- followed by JPMorgan Chase, Visa, Mastercard, and Bank of America. It is a rather top-heavy index, with the top 10 holdings accounting for 55% of the assets. Expand NYSEMKT : XLF Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF Today's Change ( 0.64 %) $ 0.34 Current Price $ 53.41 Key Data Points Day's Range $ 53.09 - $ 53.55 52wk Range $ 42.21 - $ 56.52 Volume 22K The ETF has a low cost structure, with a 0.08% expense ratio. This means that for every $10,000 in fund assets, your annual investment costs will be just $8. (Note: This isn't a fee you have to pay, but it will be reflected in the performance over time.) Why are investors putting money into the financial sector? For one thi...

Retail investors and major Wall Street banks are uniting behind the orbital economy as space technology matures into a viable industrial asset class.

This article first appeared on GuruFocus. Amazon.com Inc. (AMZN, Financials) has been awarded a $581.3 million contract from the U.S. Air Force to provide cloud services under its Cloud One Program, the Department of Defense's initiative to modernize and consolidate computing infrastructure. The firm fixed price contract covers Amazon Web Services cloud support for the Air Force and its affiliated users at AWS sites in the contiguous US. The program improves Air Force cloud computing security, scalability, and efficiency. The Massachusetts based Air Force Life Cycle Management Center will manage the contract until Dec. 7, 2028. When awarded, $3.5 million from fiscal 2026 operations and maintenance monies was obligated. AWS competes with Microsoft and Google for government modernization projects in defense and public sector contracts. The Department of Defense's digital transformation activities have increasingly used hybrid and multi cloud infrastructure, including Cloud One. Investors will scrutinize how the multi year pact boosts AWS's revenue in Amazon's cloud business, a major profit driver. Early February's quarterly earnings report will be the company's next catalyst.

Trade tops the agenda as the European Union and India concluded a free-trade agreement after almost two decades of negotiations. President of the European Commission Ursula von der Leyen called it 'the mother of all deals.' The pact is expected to eliminate tariffs on over 90 percent of EU goods. Elsewhere, Gold continued its record rally above $5000. Amundi CIO Vincent Mortier said the yellow metal can keep rallying as increasing US isolation from other nations convinces many investors to cut holdings of dollar assets and switch to bullion. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)

Phiwath Jittamas/iStock via Getty Images Co-authored with Beyond Saving There is a frequent discussion amongst investors about which is "better" – high yield or dividend growth. Young investors are often lured by the idea of buying a company, holding it for 20 years, and the dividend growing every single year. It is a very appealing picture that has a few practical problems. For starters, predicting is hard, especially about the future. It is difficult enough to predict that a company is still going to be in business in 20 years and that it won't get bought, go private, merge, or even go bankrupt. Many things can change over 20 years. The second problem is that dividend growth takes a long time. A 3% yield growing at an annual rate of 10% will take 14 years of dividend growth to reach a 10% yield. So you have a choice: you can invest at 3% today, and maybe you'll have a 10% yield on your capital in a decade or two. Or you can invest in holdings that have a 10% yield right now, and you'll get 10% next year. It is true that investments with high yields do tend to pay out most of their earnings. As a result, high-yield investments will sometimes reduce their dividends as conditions change. If a company is paying out 100% of earnings, and earnings decline, then they will have to cut their distribution. In the case of RICs (Regulated Investment Companies), companies are required by tax law to distribute the majority of their taxable income. As a result, they can't maintain a large cushion between earnings and their payout, and dividends should be cut when earnings decline to avoid dilution. The flip side of that reality is that investments that tend to pay out a high portion of their earnings will increase their distributions when their earnings climb. Today, we are going to look at two companies that have cut their dividends in the past when their earnings went through a downcycle. In 2026, we expect both of these companies to see higher earnings, and that will lead to ...

大宗商品投资大佬Rick Rule访谈要点： 石油行业面临结构性供应危机。 过去十年石油行业被污名化，导致资本投入严重不足，企业通过削减维持性资本支出（即“自噬”）来支付股息。全球石油行业每日资本支出缺口达100-200亿美元，未来几年将引发严重的供应短缺。美国页岩油已钻完85%的优质井位，增产能力见顶。 油价上涨具有高确定性。 低油价将自我修正，供需失衡将推动油价在未来3-4年内升至85-90美元/桶。当前多数石油公司股价仅反映60美元油价的净现值，存在30%以上的折价，且提供约6%的股息收益，具备高安全边际。 投资需聚焦优质公司。 仅10%-15%的石油公司（如埃克森美孚、部分私营家族企业）在持续投资未来产能，它们将在油价上涨周期中获得最大收益。应避免投资那些为支付股息而“自噬”、牺牲长期产能的公司。 天然气是重要的过渡能源。 美国已建成完善的天然气基础设施，可稳定供应国内及国际市场。天然气是调峰发电、AI数据中心耗电的关键能源，在核能大规模应用前（约需10年）需求将持续增长。投资重点应放在拥有可持续基础设施的公司（如EQT、Devon）及政治风险较高但潜力更大的加拿大天然气企业。 贵金属投资策略调整。 白银在快速上涨后，其矿业股相比实物白银更具杠杆效应（股价尚未充分反映高价预期）。他已将部分实物白银获利了结，转向白银矿业股和实物黄金，实现“投机部分获利，转为储蓄”。 自然资源投资领域传奇人物Rick Rule在1月26日的访谈中指出， 当前石油和天然气板块正呈现其数十年职业生涯中罕见的投资机遇，并对未来3‑4年的能源价格走势持乐观态度。 这位资深投资人采用其特有的1‑10分评估体系（1分为最优），对油气板块给出了“1”的最高评分。他强调， 全球对化石燃料的需求依然坚挺，而行业因长期资本投入不足所导致的供应收缩，将在未来几年内引发显著的价格上行压力。 与此同时，Rule透露已对其个人投资组合进行重要调整： 出售了80%的实物白银持仓，并将资金转向白银矿业股票。 他认为，在当前周期中， 优质白银矿业股相比实物白银能提供更显著的估值杠杆与回报潜力。 Rick Rule在自然资源与贵金属投资领域以其深远的行业洞察、坚定的逆向投资风格而著称。他曾担任多家国际矿业公司的高管与投资顾问，其主持的年度自然资源研讨会已持续超过30年。Rule一贯主张以黄金作为衡量真实财富的尺度...

American Airlines ( AAL ) reported revenue rose to $14.0B in Q4, despite the government shutdown negatively impacting revenue in the fourth quarter by approximately $325 million. Passenger revenue was up 2.1% during the quarter to $12.7B. Notably, year-over-year passenger unit revenue performance improved sequentially versus the third quarter in each of the international entities. Revenue passenger miles were up 1.5% during the quarter, while available seat miles were 4.2% higher. American's ( AAL ) passenger load factor fell to 82.7% from 84.9% a year ago. Operating costs per available seat mile were 3.8% higher. Looking ahead, American Airlines ( AAL ) noted bookings strengthened meaningfully in January. Systemwide revenue intakes for the first three weeks of 2026 are up double digits year over year, driven by strong performance in the premium cabins and corporate channels. Based on these bookings, the company expects solidly positive first-quarter unit revenue for the domestic entity and the system, with total revenue growing 7.0% to 10.0%. Full-year EPS of $1.70 to $2.70 (midpoint $2.20) is expected vs. $2.01 consensus. American Airlines ( AAL ) said Winter Storm Fern resulted in more than 9,000 flight cancellations to date, making it the largest weather-related operational disruption in the company's history. As a result, the company’s first-quarter 2026 guidance incorporates approximately a 1.5-point reduction to capacity, an estimated negative revenue impact of $150-$200 million, and approximately a 1.5-point increase in CASM-ex. Shares of American Airlines ( AAL ) rose 3.8% in premarket trading to $15.13 vs. the 52-week range of $8.50 to $17.47. More on American Airlines American Airlines: A Clear Case For A Buy Led By Multiple Expansion American Airlines Group Inc. (AAL) Presents at Bernstein Insights: 4th Annual Industrials Forum Investor Conference Transcript American Airlines: Slowly, Things Are Improving American Airlines Non-GAAP EPS of $0.16 misses by...

World Acceptance press release ( WRLD ): Q3 GAAP EPS of -$0.19 misses by $0.95 . Revenue of $141.3M (+1.9% Y/Y) beats by $8.16M . Interest, fee, and insurance income increased $3.6 million, or 2.7%, including a 84 basis point yield increase, compared to the same quarter in the prior year; Increased customer base 4.1% during the 12 month period ended December 31, 2025, compared to the same period in the prior fiscal year; Increased gross loans outstanding 1.5% from December 31, 2024; Increased loan origination volume for new customers 16.6% and refinance customers 8.0% compared to the same quarter in the prior fiscal year; Decreased loans 0-60 days past due on a recency basis from 20.0% as of December 31, 2024, to 18.1% as of December 31, 2025; and Decreased loans 60 days or more past due on a recency basis from 5.7% as of December 31, 2024, to 5.6% as of December 31, 2025. Gross loans outstanding were $1.40 billion as of December 31, 2025, a 1.5% increase from the $1.38 billion of gross loans outstanding as of December 31, 2024. The provision for credit losses increased $7.3 million to $51.4 million, from $44.1 million when comparing the third quarter of fiscal 2026 to the third quarter of fiscal 2025. More on World Acceptance World Acceptance: Aggressive Growth Strategy Meets Elevating Credit Risk Profile Seeking Alpha’s Quant Rating on World Acceptance Historical earnings data for World Acceptance Financial information for World Acceptance

Jiuzi ( JZXN ) said it has signed a strategic memorandum of understanding with Morgan International Finance, under which Morgan plans to invest up to $90M in the company at $3 per share. If completed, the investment would strengthen Jiuzi’s capital base and support its plans in blockchain infrastructure, digital assets, and Web3 ecosystem expansion. According to the key terms outlined in the memorandum of understanding, Morgan intends to invest in the company's shares through a structured arrangement. The specific investment structure, source of the shares (including whether they involve newly issued shares by the company and/or shares transferred by existing shareholders), lock-up arrangements, closing steps, and timelines will be finalized upon further negotiations between the parties. Source: Press Release More on Jiuzi Holdings Jiuzi Holdings signs cooperation deal with EXSAT to explore crypto custody business Jiuzi Holdings partners with SOLV Foundation to deploy up to $1B in Bitcoin yield products Seeking Alpha’s Quant Rating on Jiuzi Holdings Financial information for Jiuzi Holdings

CVC Capital Partners Plc ’s $1.2 billion acquisition of credit investor Marathon Asset Management has resulted in a windfall for Blackstone Inc. Blackstone’s GP stakes platform, which held a minority stake in Marathon, made over 3 times its initial investment from the deal, according to people familiar with the matter. That translates into a gain of more than $400 million, the people said. In the years since Blackstone’s initial 2016 investment, Marathon has repositioned itself from a liquid hedge fund manager to a diversified credit platform with a majority of its capital invested in private market strategies. The gain for Blackstone takes into account the sale of its entire interest in Marathon for $280 million in cash, as well as prior returns of capital from Marathon over the past decade, the people said. Blackstone also stands to make further incentive fees and yield from the investment, they said. A spokesperson for Blackstone declined to comment. GP stake deals — the business of taking minority positions in investment firms — are booming as the private capital industry matures and founders start planning for generational changes. Demand for growth capital as well as money to fund GP commitments in new fundraising is also buoying the strategy. Goldman Sachs Group Inc. and Blue Owl Capital Inc. acquired minority holdings in large investment managers, while others like Wafra took stakes in smaller ones.

*Other Operating Data Consensus Source: Bloomberg More on American Airlines American Airlines: A Clear Case For A Buy Led By Multiple Expansion American Airlines Group Inc. (AAL) Presents at Bernstein Insights: 4th Annual Industrials Forum Investor Conference Transcript American Airlines: Slowly, Things Are Improving American Airlines Non-GAAP EPS of $0.16 misses by $0.19, revenue of $14B misses by $30M AAL to Report Q4 Earnings: What's in the Offing for the Stock?

《科创板日报》1月27日讯（记者 吴旭光） 1月27日晚间，仕佳光子公布业绩预告称，2025年预计营业收入21.29亿元，同比增长98.13%；实现净利润3.42亿元，同比增长425.95%；实现扣非后净利润3.41亿元，同比增幅607.73%。 据此计算，预计2025年第四季度该公司实现净利润0.42亿元，同比增长45.46%，环比下降49%。分析师一致预测该公司第四季度净利润为1.57亿元，其业绩低于预期。 对于业绩变化，仕佳光子表示，报告期内，受人工智能发展驱动，数通市场快速增长，公司顺应市场需求，产品竞争优势凸显，客户认可度持续提升。光芯片和器件、室内光缆、线缆高分子材料等产品订单较上年同期实现不同程度增长。 仕佳光子的主营业务涵盖多类光通信核心产品，包括PLC光分路器芯片、AWG芯片及组件、VOA芯片及器件模块、OSW芯片、WDM器件及模块、光纤连接器跳线等光无源器件相关产品；FP激光器芯片及器件、DFB激光器芯片及器件、EML激光器芯片等光有源器件相关产品，同时还布局室内光缆、线缆高分子材料等配套产品，产品主要应用于数通、电信及传感三大市场。 作为光通信芯片领域的重要企业之一，仕佳光子在高带宽相关产品的布局与推进情况，始终受到市场高度关注。 今年1月16日，仕佳光子在投资者关系平台上表示，在无源器件领域， 公司开发出适用于1.6T光模块的AWG芯片及组件，正在客户端验证。 后续公司将持续跟进客户反馈，加快推进验证落地与量产筹备工作。 公开信息显示，在应用场景拓展方面，现阶段，仕佳光子的分路器和AWG等无源器件产品市场规模相对较小，但国内外均有市场需求，目前相关产品已销往全球各地。 在全球市场布局方面，仕佳光子回应投资者称，公司积极开拓海外市场，产品已出口至全球多个国家与地区，包括欧盟部分国家。公司将持续深化全球业务布局，不断提升在全球光通信领域的市场份额和品牌影响力。 其中，备受资本市场关注的泰国子公司扩产情况，仕佳光子表示，泰国子公司扩产工作正有序推进中。本次扩产主要围绕光纤连接器跳线、室内光缆等业务的全球化布局展开，产能建设将根据订单需求弹性调整。 值得一提的是，为加码MPO供应链布局，完善公司光通信产业链布局，2025年7月，仕佳光子拟以发行股份及支付现金的方式，购买致尚科技持有的控股子公司福可喜玛82.381%股权。 对于收购福可喜玛的最新进展，...

UPS trades on a 30% discount to the S&P 500 on a price-to-earnings basis with a dividend of roughly 6%.

格隆汇1月27日｜伯恩斯坦将联合航空目标价从129美元上调至136美元。

estt/iStock via Getty Images RTX ( RTX ) shares rose 3.4% in premarket trading Tuesday after the defense and aerospace company reported fourth quarter results that topped Wall Street expectations for earnings and revenue. RTX ( RTX ) posted adjusted earnings of $1.55 a share for the quarter ended Dec. 31, beating the consensus estimate of $1.47 a share. Revenue climbed 12% from a year earlier to $24.2 billion, exceeding analyst expectations of $22.7 billion. Net income rose to $1.62 billion, or $1.19 a share, from $1.48 billion, or $1.10 a share, a year earlier. RTX’s ( RTX ) shares have recovered this year after an earlier pullback tied to renewed scrutiny of the defense sector from President Donald Trump. The stock slid earlier in January after Trump warned that defense contractors could face limits on dividends, share repurchases and executive pay unless they moved faster to deliver military equipment and improve performance on existing programs. About a week later, Trump formalized that stance with an executive order aimed at large defense contractors he said were falling short on current government contracts while pursuing new awards. The order calls for tighter oversight of executive compensation and directs the Defense Department to identify underperforming suppliers and develop plans to address delays and cost issues, with the potential for future contracts to restrict buybacks, dividends and incentive pay linked to short-term financial targets. Strong execution across segments RTX ( RTX ) said growth was driven by higher volume across its Collins Aerospace, Pratt & Whitney and Raytheon businesses, supported by strength in commercial aerospace and continued demand for defense systems. Company backlog totaled $268 billion at year end, including $161 billion tied to commercial programs and $107 billion linked to defense. Operating performance also benefited from solid margins and productivity gains, according to the company. Earnings, before interest, taxes, d...

Check out the companies making headlines before the bell: UnitedHealth , Humana , CVS Health — The medical insurance stocks dropped after the Centers for Medicare & Medicaid Services released a proposal to raise 2027 Medicare Advantage payment rates by just 0.09%, far lower than expectations for a 4-6% increase, according to FactSet. Shares of UnitedHealth Group and Humana dropped 15%, each. Shares of CVS Health slid nearly 13%. Nucor — The steel manufacturer are down more than 2% after an earnings report that missed expectations. The company said fourth quarter adjusted earnings were $1.73 per share and revenue was $7.68 billion. That's below the FactSet consensus of $1.89 earnings per share and $7.81 billion in revenue. General Motors — The automaker jumped more than 4% after it reported better-than-expected earnings for the fourth quarter and issued a 2026 outlook that also exceeded analyst forecasts. On top of that, GM increased its quarterly dividend by 20% and announced a $6 billion stock buyback program. Sanmina — The electronics manufacturing services provider slid more than 9% after its latest earnings report. Sanmina posted adjusted earnings of $2.38 per share on revenues of $3.19 billion, though the results were not comparable due to thin coverage. Salesforce -- The software company gained 2.4% after announcing the U.S Army awarded it a $5.6 billion, 10-year contract. — CNBC's Michelle Fox, Davis Giangiulio and Fred Imbert contributed reporting