00:00 Host Scott, you know, I was listening to my buddy Josh Brown's podcast last night. Josh, very smart guy like yourself, Scott. He was talking about meta and he kind of framed it like this. I'm just interested to get your take. He he kind of suggested Scott that meta has had sort of a a story problem, a narrative problem because again, you know, the stock is popping here, but, you know, heading into the print, Scott, it was down about 10% since they last reported in October. I guess Josh's point was to paraphrase, 00:30 Host they seem to have all these balls in the air and Zuck has like these seems to have all these sort of side quests and he was suggesting Scott, maybe they would benefit if they were just a bit more more clear in their AI story and strategy and I I'm just curious what you make of that. 00:51 Scott Well, I think it's it's a valid point, you know, and I think um if you do back up 12 months, I mean and you and you insert alphabet in meta's place and vice versa, the stories were, you know, exactly the opposite and then Alphabet got much cleaner as the year progressed. And I think with Meta, you know, the the beauty of that is uh they have the ability to now provide clarity around the business. They've defined this kind of expense growth. 01:21 Scott And um and then I think you'll think see the management team talk, you know, quite a bit about the growth prospects of the business and you're beginning to see even right now in after hours, the beginnings of a narrative flip again that begins to favor meta. And meta trades, you know, this is not a knock on alphabet, but it now trades at a six turn discount on a multiple basis to Alphabet despite the fact that it's growing almost 800 basis points faster. So Alphabet's margins aren't declining um the way that metas are, but there's a heck of a lot of growth here. 01:46 Host So let me ask you Scott, so you're bullish on the name like Adam, but when clients ask you, Scott, hey, okay, it's a buy, it's an ou...

A Quick Look at Today's Ratings for Microsoft(MSFT.US), With a Forecast Between $540 to $675 富途牛牛

Pavel_Chag/iStock via Getty Images Churchill Capital Corp IX ( CCIX ) is a chance to bet on autonomous driving in the trucking industry. With a fast-approaching SPAC merger, the chance to get this kind of entry price may not last for much longer, but folks should also pay attention to the speculative elements and size appropriately. Proposed SPAC Merger CCIX announced in June 2025 that it reached an agreement with Plus Automation, Inc. to enter into a merger. As CCIX is a SPAC entity, this would take Plus public, with the company being renamed PlusAI. The merger was proposed with the following terms: All-stock transaction (plus equity for CCIX), so no additional capital raised Proceeds would be $300M, entirely from CCIX's trust Post-merger valuation of $1.5B (pre-money equity plus $300M proceeds) Pre-merger redemption value of $10 per share Breakdown of Stakes Post-Merger (Form S-4) The SEC declared the Form S-4 ( see here ) effective earlier this month, and CCIX shareholders will vote on Feb. 3 to approve the merger a final time. Plus: AI Trucking Business A long-term investment in CCIX is an investment in PlusAI, and investing in PlusAI means investing in automated freight trucking. Demonstration Video (PlusAI Official YouTube Channel) Full self-driving as a broader phenomenon is widely discussed, but most of the training and development (and investor discussion) on that is for personal use. Truckers are required to get commercial driver's licenses in the US, as they operate much larger and more dangerous vehicles. It stands to reason that AI trained more specifically for their operation has value. June 2025 Investor Presentation The company cites how 70% of US and EU freight travels by trucking, indicating that there is potential for strong, commercially relevant use here. June 2025 Investor Presentation Not only that, they point to long-term value creation, given the ability of autonomous to drive more and with less cost per mile (no driver compensation, fuel ef...

Ekaterina79/iStock Editorial via Getty Images I rate Pinterest, Inc. ( PINS ) stock a Buy. My reasoning behind the rating is that Pinterest is working on a structural upgrade from a social discovery platform into a high-fidelity closed-loop attribution business. Wall Street currently misprices PINS (~12.35x forward P/E) due to cyclical tariff fears in its core Retail/Home verticals and existential risk based on agentic AI displacement. However, the pending acquisition of tvScientific builds a defensible moat for Pinterest. tvScientific can map Pinterest’s proprietary mobile intent signals (15 billion boards) directly to Connected TV [CTV] conversions. This mapping/shift in business model can counter the signal loss issue. Along with the announced 15% workforce reduction (January 2026) to defend margins, PINS holds upside as it forms a full-funnel arbitrage across devices. For my Buy PINS thesis, the major risks are Agentic commerce tools bypassing visual search, Tariff-induced ad spend contraction in Retail, and integration failure of tvScientific. Analyst's compilation The Closed-Loop TV-to-Mobile Attribution Singularity Pinterest stock’s long-term valuation upside driver is more than the integration of AI into visual search. The factor is the synergy between its 100% logged-in user base and the acquisition of tvScientific. This move alters Pinterest’s value proposition from a social commerce platform to the industry’s leading closed-loop cross-device attribution engine for the open web. This shift mainly solves the signal loss crisis impacting digital advertising. I am going beyond the headline metrics of 600 million MAUs and 17% revenue growth in Q3-2025. The catalyst I see is in the integration of the Taste Graph (15 billion boards) with Connected TV (CTV) performance. For more clarity, the acquisition of tvScientific (may close in H1-FY2026) brings in the technical infrastructure to map Pinterest’s proprietary intent signals. These intent signals (derived from ...

Maria Saifutdinova/iStock via Getty Images Business transitions can be tough. Just ask Qorvo ( QRVO ). Transitions can also be long-in-time leaving investors with short-in-time tempers. This last conference call and report fully illustrate this necessary part of investing at least with contrarian approaches. What seems most troubling for us is the knee jerk reactions to wisely planned and carefully executed transformations. We are seeing all the signs of a Wall Street missing the long-term vision with its knee jerk reaction once again. Fortunately for long-term investors, knee jerks create lucrative buying opportunities, the dreaded words, buying opportunities. It is a reality of investing. We have been following Qorvo for a very long-time along with Skyworks Solutions ( SWKS ) for many reasons. Our strategy always includes buying patiently small portions at a time with long-term agendas. What we read and saw in the stock reaction, the night of the call and the day after, grants, in our view, an unusual opportunity to add shares. We started buying in the very low 100s and have been selling lucrative calls since knowing that we were likely too early. We generally are. Cleaning up a mess is just that, messy. Shall we head to the sink, turn on the water, add the cleaning agents and take a look. But, before we do this, it is critical to understand that this represents only half of the story with a coming merger. We will know more about the other half next week when Solutions reports. This continues our coverage of Qorvo, our last being Qorvo And Skyworks Solutions Now Together - A Perfect Marriage . The Quarter We begin the quarter review with this quote. It was the most important one made during the call. This increasingly favorable mix positions us to deliver full-year FY '27 gross margins above 50% and EPS approaching $7 per share. These outcomes reflect continued operating expense discipline, a structurally improved portfolio mix and our sustained commitment to inno...

Delivered Record Quarterly Operating Income Expanded Operating Margins in Specialty Alloys Operations Segment Exceeded Second Quarter Operating Income Guidance for Specialty Alloys Operations Segment Demand Accelerating in Aerospace and Defense End-Use Market with Higher Sequential Bookings Completed Negotiations for Several Aerospace Long-Term Agreements with Significant Value Realization Increased Operating Income Guidance for Fiscal Year 2026 PHILADELPHIA, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Carpenter Technology Corporation (NYSE: CRS) (the “Company”) today announced financial results for the fiscal second quarter ended December 31, 2025. For the quarter, the Company reported operating income of $155.2 million and earnings per diluted share of $2.09. Excluding the special item discussed below, adjusted earnings per diluted share was $2.33 for the current quarter. Second Quarter Fiscal Year 2026 Highlights Delivered $155.2 million of operating income, up 31 percent year-over-year and a record second quarter result Realized adjusted earnings per diluted share of $2.33 in the quarter Generated $132.2 million of cash from operating activities Exceeded expectations in Specialty Alloys Operations (“SAO”) segment with operating income of $174.6 million, up 29 percent year-over-year Delivered adjusted operating margin of 33.1 percent in the SAO segment, up from 32.0 percent sequentially and 28.3 percent year-over-year; sixteenth consecutive quarterly margin increase Bookings for Commercial Aerospace up 23 percent sequentially Completed negotiations on several long-term agreements with aerospace customers, with significant value realization Executed $32.1 million in share repurchases against $400.0 million repurchase program Outlook Increasing operating income guidance for fiscal year 2026 to be in the range of $680 million to $700 million, representing a 30 percent to 33 percent increase over fiscal year 2025 Increasing adjusted free cash flow outlook to be at least $280 m...

MATTOON, Ill., Jan. 29, 2026 (GLOBE NEWSWIRE) -- First Mid Bancshares, Inc. (NASDAQ: FMBH) (the “Company”) today announced its financial results for the quarter ended December 31, 2025. Highlights Record high quarterly net income of $23.7 million, or $0.99 diluted EPS Adjusted quarterly net income * of $25.3 million, or $1.06 diluted EPS of $25.3 million, or $1.06 diluted EPS Total loans of $6.01 billion, quarterly increase of $187.3 million, or 3.2% and an increase of 6.0% for the year Total deposits of $6.40 billion, quarterly increase of $105.7 million, or 1.7% and an increase of 5.6% for the year Tangible book value per share * increased 4.3% during the quarter to $29.42 and an increase of 20.3% for the year increased 4.3% during the quarter to $29.42 and an increase of 20.3% for the year Received regulatory approval for the acquisition of Two Rivers Financial Group, Inc. Board of Directors declares regular quarterly dividend of $0.25 per share “We finished off a landmark year for First Mid with record annual earnings per share and net income. Our team executed at the highest levels on key strategic technology projects and now with our new retail online banking and core banking applications implemented, we have improved the customer experience and deployed a more efficient platform for growth. We are pleased with the continued progress towards closing our pending acquisition of Two Rivers Financial Group, Inc. as we received all regulatory approvals in the fourth quarter. We still anticipate closing to occur in the first quarter of 2026 as we enter Iowa with a great partner,” said Joseph Dively, Chairman and CEO. “Our team was able to capitalize on opportunities late in the fourth quarter to drive over 3% loan growth during the period and 6% for the year. In addition, our commitment to creating shareholder value through a diversified income stream is reflected in the growth of our business lines, including a record year of revenue for both wealth management and ...

Generative AI-driven analytics platform brings together owned and public data with Oracle Health Real-World Data's millions of de-identified longitudinal EHR records Delivers powerful, deep insights for pharma, medtech, research, and life sciences organizations to drive therapies to patients when they need them AUSTIN, Texas, Jan. 29, 2026 /PRNewswire/ -- Oracle today announced Oracle Life Sciences AI Data Platform, a generative AI-enabled solution designed to empower pharmaceutical, medical device, research, and life sciences organizations to accelerate outcomes across R&D, clinical trials, post-market safety, and commercialization. Unlocking insights at scale, the platform establishes a foundation for AI-powered research by unifying and automating massive, diverse datasets—bringing together customer data, third-party sources, and 129M+* de-identified longitudinal Oracle Health Real-World Data records. Generative AI and agentic reasoning are then applied to speed interpretation and surface actionable evidence directly in research and clinical workflows. "Fragmented, inconsistent data is a major barrier to progress, holding back life sciences organizations from delivering the medical breakthroughs that could transform and even save lives," said Seema Verma, executive vice president and general manager, Oracle Health and Life Sciences. "Oracle Life Sciences AI Data Platform unifies and intelligently organizes data and employs AI and advanced analytics to reveal deep insights that are often not possible with humans alone." Powered by out-of-the-box AI agents and the ability to build their own, organizations can identify label expansion opportunities, conduct population-level Health Economics and Outcomes Research, generate synthetic control arms, monitor safety from disparate sources, and support regulatory submissions with enhanced efficiency and flexibility. Researchers can also ask open-ended questions and AI agents will clarify intent to generate and refine hypoth...

I was tear gassed by the government for the first time in July 2020 at one of the many Black Lives Matter protests that broke out all over the country. The feeling is excruciating, like your lungs are trying to kill you from the inside out. The sting in your eyes is painful, too. But oddly, after you’ve been tear gassed enough times, you mostly just resent the inconvenience of having to stand around and involuntarily gasp and sob. That summer, I learned the art of walking out of a cloud of tear gas — briskly, but not too briskly, lest you lose breath control and take in a huge huff of aerosolized pain. I thought about this five years later, as I watched Trump Attorney General Pam Bondi appear on Fox News after Customs and Border Protection agents killed Alex Pretti in Minneapolis. “How did these people go out and get gas masks?” she asked, incredulously . “These protesters — would you know how to walk out on the street and buy a gas mask, right now? Think about that.” As a longtime gas mask user, I can sympathize. There isn’t a lot of reliable information out there about how to buy a gas mask, especially for the specific purpose of living under state repression. But hopefully after reading this guide you’ll feel equipped to make an educated decision. The best gas mask for most people Parcil Distribution PT-100 Respirator Mask Pros Cons Full face Blocks out tear gas from both federal and local law enforcement Adjustable straps to fit a range of head sizes Filters included Affordable price point Rubber straps can tug on your hair Plastic cinching components broke five years after purchase Does not fit with most bike helmets Difficult to wear for longer than an hour at a time Unclear how well the default filters handle particulates Where to Buy: $119.97 at Amazon The first time I went out into the Portland protests, I walked into a cloud of pepper spray and ended up crying and coughing while doubled over on a nearby sidewalk. So I bought some goggles. The next time, I ...

is a senior reporter who’s been covering and reviewing the latest gadgets and tech since 2006, but has loved all things electronic since he was a kid. Posts from this author will be added to your daily email digest and your homepage feed. PopSockets has announced a new version of the Kick-Out Grip it launched last May with some added functionality. The Kick-Out PopWallet carries forward the same design as the original with a hinged pop-up grip that can be folded out to function as a stand for propping up a phone vertically or horizontally. The new version now features an integrated wallet with enough capacity for three credit cards or IDs. The PopSockets Kick-Out PopWallet is available now in several different colors and patterns through the company’s online store and Best Buy for $49.99, which is $10 more expensive than the original Kick-Out Grip. Unlike PopSockets’ other wallet accessories that remain stuck to the back of your phone, the card holder on the Kick-Out PopWallet folds out along with the extending grip, potentially making it an even more versatile and stable support stand for your device when propped up in either orientation. The magnetic accessory will be available in seven different color options: black, nightshade, opalescent white, painted gold, pressed flower, navy aluminum radial, and aura. Image: PopSockets The Kick-Out PopWallet is compatible with all iPhones featuring Apple’s MagSafe feature and Android devices that support the Qi2 standard’s Magnetic Power Profile, including the Google Pixel 10 series smartphones. If your device doesn’t offer magnetic wireless charging, or your case is too thick for magnets to stick, you can opt for an adhesive metal ring that expands the Kick-Out PopWallet’s compatibility.

00:00 Host Scott, you know, I was listening to my buddy Josh Brown's podcast last night. Josh, very smart guy like yourself, Scott. He was talking about meta and he kind of framed it like this. I'm just interested to get your take. He he kind of suggested Scott that meta has had sort of a a story problem, a narrative problem because again, you know, the stock is popping here, but, you know, heading into the print, Scott, it was down about 10% since they last reported in October. I guess Josh's point was to paraphrase, 00:30 Host they seem to have all these balls in the air and Zuck has like these seems to have all these sort of side quests and he was suggesting Scott, maybe they would benefit if they were just a bit more more clear in their AI story and strategy and I I'm just curious what you make of that. 00:51 Scott Well, I think it's it's a valid point, you know, and I think um if you do back up 12 months, I mean and you and you insert alphabet in meta's place and vice versa, the stories were, you know, exactly the opposite and then Alphabet got much cleaner as the year progressed. And I think with Meta, you know, the the beauty of that is uh they have the ability to now provide clarity around the business. They've defined this kind of expense growth. 01:21 Scott And um and then I think you'll think see the management team talk, you know, quite a bit about the growth prospects of the business and you're beginning to see even right now in after hours, the beginnings of a narrative flip again that begins to favor meta. And meta trades, you know, this is not a knock on alphabet, but it now trades at a six turn discount on a multiple basis to Alphabet despite the fact that it's growing almost 800 basis points faster. So Alphabet's margins aren't declining um the way that metas are, but there's a heck of a lot of growth here. 01:46 Host So let me ask you Scott, so you're bullish on the name like Adam, but when clients ask you, Scott, hey, okay, it's a buy, it's an ou...

Russia invasion of Ukraine “has completely reframed perceptions of drone utility and value. Where once high-end, exquisite systems dominated the procurement logic, today there’s a much clearer recognition that quantity and replaceability are just as critical,” says AV Chief Growth Officer Church Hutton. On this episode of the Tech Disruptors podcast, Hutton tells Bloomberg Intelligence senior defense weapons analyst Wayne Sanders how the landscape of drone technologies and the scalability of pla

“Health care creates friction everywhere — copays, approvals, pre-authorizations — and none of that matters when someone you love needs help right now,” says Glen Tullman, CEO of Transcarent, in his return to the Vanguards of Health Care podcast to explain why speed, access and simplicity are existential issues in US health care. In a wide-ranging conversation with Bloomberg Intelligence analyst Jonathan Palmer, Tullman outlines Transcarent’s vision for delivering 24/7 care through an AI-first,

Oracle AI platform taps 129M de-identified EHRs for faster drug R&D Stock Titan

Propy, a real estate technology company, tapped the private credit market for the first time, securing $100 million to support the startup’s acquisition strategy. Metropolitan Partners Group led a credit facility to the company, which uses artificial intelligence to expedite the real estate closing process. Propy has been pursuing a roll-up of title and escrow businesses. It acquired Alabama-based Delta South Title in November, and is in the process of acquiring its third business based in Florida. “Traditional equity capital is very expensive and very dilutive,” Natalia Karayaneva, Propy’s founder and chief executive officer, said in an interview. “When we are acquiring cash flow businesses, debt is a more appropriate financing source,” she said. Propy has raised more than $30 million in equity financing, including from venture capitalist Tim Draper , and expects to raise more in the future. Metropolitan Partners provides growth capital for the lower-middle market. Last year, the firm hired Michael Egan from Atalaya Capital Management to be its chief data and technology officer. “We’ve been working with three or four experts at Metropolitan to help with our integrations and consolidation,” Karayaneva said. “They really understand AI and technology, and they’ve been a great resource to help source target companies.”

Generative AI-driven analytics platform brings together owned and public data with Oracle Health Real-World Data's millions of de-identified longitudinal EHR records Delivers powerful, deep insights for pharma, medtech, research, and life sciences organizations to drive therapies to patients when they need them AUSTIN, Texas, Jan. 29, 2026 /PRNewswire/ -- Oracle today announced Oracle Life Sciences AI Data Platform, a generative AI-enabled solution designed to empower pharmaceutical, medical device, research, and life sciences organizations to accelerate outcomes across R&D, clinical trials, post-market safety, and commercialization. Unlocking insights at scale, the platform establishes a foundation for AI-powered research by unifying and automating massive, diverse datasets—bringing together customer data, third-party sources, and 129M+* de-identified longitudinal Oracle Health Real-World Data records. Generative AI and agentic reasoning are then applied to speed interpretation and surface actionable evidence directly in research and clinical workflows. "Fragmented, inconsistent data is a major barrier to progress, holding back life sciences organizations from delivering the medical breakthroughs that could transform and even save lives," said Seema Verma, executive vice president and general manager, Oracle Health and Life Sciences. "Oracle Life Sciences AI Data Platform unifies and intelligently organizes data and employs AI and advanced analytics to reveal deep insights that are often not possible with humans alone." Powered by out-of-the-box AI agents and the ability to build their own, organizations can identify label expansion opportunities, conduct population-level Health Economics and Outcomes Research, generate synthetic control arms, monitor safety from disparate sources, and support regulatory submissions with enhanced efficiency and flexibility. Researchers can also ask open-ended questions and AI agents will clarify intent to generate and refine hypoth...

NVIDIA (NVDA) Up or Down on January 30? Betting Odds & Predictions (Jan. 30, 2026) Polymarket

QUALCOMM (NASDAQ:QCOM - Get Free Report) was downgraded by equities research analysts at Zacks Research from a "hold" rating to a "strong sell" rating in a research report issued to clients and investors on Tuesday,Zacks.com reports. Get QUALCOMM alerts: Sign Up QCOM has been the topic of several other reports. Citigroup reaffirmed a "neutral" rating on shares of QUALCOMM in a report on Thursday, January 15th. Piper Sandler boosted their target price on shares of QUALCOMM from $175.00 to $200.00 and gave the stock an "overweight" rating in a report on Thursday, November 6th. Wells Fargo & Company upped their target price on shares of QUALCOMM from $140.00 to $165.00 and gave the company an "underweight" rating in a research report on Thursday, November 6th. Wall Street Zen lowered QUALCOMM from a "buy" rating to a "hold" rating in a research report on Tuesday, December 9th. Finally, TD Cowen reissued a "buy" rating on shares of QUALCOMM in a research note on Thursday, November 6th. Ten research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Hold" and a consensus target price of $189.06. Read Our Latest Research Report on QUALCOMM QUALCOMM Price Performance Shares of QUALCOMM stock opened at $152.70 on Tuesday. The stock's fifty day moving average is $169.60 and its 200 day moving average is $165.39. QUALCOMM has a one year low of $120.80 and a one year high of $205.95. The company has a debt-to-equity ratio of 0.70, a quick ratio of 2.10 and a current ratio of 2.82. The stock has a market cap of $163.09 billion, a P/E ratio of 31.23, a P/E/G ratio of 3.41 and a beta of 1.21. QUALCOMM (NASDAQ:QCOM - Get Free Report) last posted its quarterly earnings data on Wednesday, November 5th. The wireless technology company reported $3.00 earnings per share for the quarter, beating analysts' consensus...

Sam Edwards/OJO Images via Getty Images International Paper Company ( IP ) announced on Thursday plans to separate into two independent, publicly traded companies. The decision is seen as advancing the company's long-term transformation strategy and sharpening regional focus. The move will divide the company’s combined International Paper–DS Smith assets into a North America–focused International Paper and an EMEA Packaging business operating across Europe, the Middle East, and Africa. Notably, the separation aims to unlock value by giving each company distinct management teams, tailored investment plans, and regional strategies. CEO Andy Silvernail highlighted that the decision follows a year of integration with DS Smith that created two regional powerhouses, who are now ready to pursue independent growth paths. International Paper ( IP ) will retain its focus on sustainable packaging in North America, serving a broad portfolio of industries with innovation-driven, cost-advantaged packaging solutions. Following the split, the company plans to accelerate its lighthouse model transformation, strengthen its footprint, and maintain an investment-grade balance sheet while prioritizing organic growth and strategic acquisitions. Silvernail will remain as chairman and CEO, with Lance Loeffler continuing as CFO. The new EMEA packaging company will combine International Paper's ( IP ) and DS Smith’s packaging operations across 30 countries. Led by Tim Nicholls as CEO and David Robbie as board chairman, the standalone entity will focus on sustainable, high-performance packaging solutions tailored to the EMEA market. Looking ahead, International Paper ( IP ) expects to complete the spin-off within 12 to 15 months, subject to the typical regulatory and board approvals. The transaction will likely be structured as a spin-off to shareholders, with International Paper ( IP ) retaining a meaningful ownership stake. Shares of International Paper ( IP ) were up 1.7% in premarket trad...

英伟达、微软和亚马逊正洽谈向OpenAI投资约600亿美元...... ①总规模50亿元，昆山设立人工智能产业基金； ②阿里平头哥上线自研AI芯片“真武”； ③北京首个人形机器人中试验证平台正式启动，预计年产能5000台套； ④MiniMax Music 2.5正式发布； ⑤宇树开源UnifoLM-VLA-0； ⑥英伟达、微软和亚马逊正洽谈向OpenAI投资约600亿美元； ⑦360宣布工业级AI漫剧智能体生产平台——“纳米漫剧流水线”启动公开测试； ⑧昆仑万维发布Mureka V8音乐大模型； ⑨松延动力官宣成为2026年央视春晚人形机器人合作伙伴。

"We went camping at the foot of Snowdon and [he] took us up it, and it was one of those memories as a kid that stayed with me.

格隆汇1月29日｜克里姆林宫：在阿布扎比举行的谈判与去年在伊斯坦布尔举行的会议性质不同。

More on Lockheed Martin Why Lockheed Martin's Stock Run-Up Doesn't Scare Me Going Into Earnings Lockheed Martin - Overbought After A Strong Run Lockheed Martin: Geopolitical Chaos Is The Ultimate Tailwind For World's Largest Defense Contractor Lockheed Martin signs agreement to expand THAAD interceptor output Lockheed Martin GAAP EPS of $5.80 beats by $0.05, revenue of $20.32B beats by $460M

It might seem natural to pit the capabilities of quantum computers—often touted as the next big technology—against today’s supercomputers. Rather than outright replacing classical machines, quantum systems will likely be built on top of existing architecture to enable more powerful computations. This perspective was captured in new research from International Business Machines which showed how classical graphics processing units, or GPUs, from leading chip makers could work alongside quantum processors to execute problems faster.

IBM Showcases New Vision for Quantum. How Nvidia and AMD Fit in the Computing Future. Barron's

Nisian Hughes/DigitalVision via Getty Images It was not that long ago when SL Green Realty ( SLG ) was talking about repaying debt and "coming to market with the right price." This had the whole market wondering if management was even close to realistic. But then the execution began, and the stock price rose accordingly. But now, the market is again wondering if this office REIT has a grip on reality. My personal bet is that management very much knows what it is doing and that this company will continue to lead the office REIT group in performance. Stock Price Here we go again with a weak stock price as shown below: SL Green Realty Common Stock Price History And Key Valuation Measures ( Seeking Alpha Website, January 28, 2026) Clearly the stock price is down significantly from the high point reached before 2025. This is happening as management is announcing more acquisitions in what it believes to be prime places. The dividend goal shown in the recent quarterly statement is now in high-yield territory. Note, though, that it will be paid quarterly instead of monthly. But management has a goal of maintaining the dividend in this challenging fiscal year ahead. That could easily change from my current understanding as the fiscal year unfolds. So, let us see what happens. SL Green Realty Fourth Quarter 2025, Investment Summary (SL Green Fourth Quarter 2025, Earnings Supplemental Materials) If what ended can be considered balance sheet contraction (also known as debt reduction), this has got to be the opposite. When the company does its investor day, it does a very conservative FFO. Think of it as a "rainy day" forecast. Therefore, the FFO given (for 2026) is lower than what was reported for the current fiscal year. But we will have to see what sales unfold and what is really going to happen. If the past is any guide, there are all kinds of unanticipated things that can happen to change FFO from what the company shows. For this reason, management usually beats its FFO for...

格隆汇1月29日｜巴西财长Haddad：央行需要更多权力来监管资本市场。

智利矿产资源国有化早有先例，而资源民族主义的浪潮重来，叠加近几年关键矿产价格走高、地缘政治格局变动，让中国矿企“出海”之路面临新挑战 资料图：智利化工矿业公司盐田。图：视觉中国 【财新网】 全球第二大锂开采商智利化工矿业公司（NYSE：SQM，下称SQM）国有化进程进入尾声，中国锂业龙头天齐锂业（002466.SZ）作为SQM的二股东，对此事多次上诉终告失败。 当地时间1月27日，SQM宣布，其与智利国家铜业公司（Codelco）的锂业务子公司合并所涉及的先决条件已获解决，2025年12月双方公布的合并交易全面生效。 天齐锂业目前持有SQM的22.16%股权，SQM的国有化将使得天齐锂业从SQM所获得的收益大幅降低。因此，天齐锂业的智利全资子公司Inversiones TLC SpA（下称天齐智利）多次提起诉讼，反对SQM国有化。2018年12月，天齐锂业以40.66亿美元“蛇吞象”并购SQM上述股权。

格隆汇1月29日｜新世界发展(0017.HK)在港交所公告，本公司获悉有媒体报导揣测有关本公司的潜在投资者。本公司已向其控股股东（周大福企业有限公司）作出查询并获周大福企业告知，于本公告日期：(a)周大福企业获若干潜在投资者就可能投资本公司之事宜接洽；(b)其尚未与任何该等潜在投资者达成任何协议；(c)其尚未就该等潜在投资之金额、性质或形式达成任何协议；及(d)概不保证该等潜在投资将会进行与否。

Milton Court, London Left-field duo Stevens & Pound threaded funky folk stylings with poetry by Robert Macfarlane and virtuoso playing by Britten Sinfonia to create The Silent Planet, a rethinking of Holst’s Planets Suite, with the addition of the newly composed Earth ‘Is it a concert? Is it a gig?” pondered writer Robert Macfarlane , introducing the second half of this quirky classical-meets-folk performance. By the end, melodeon and harmonica player Will Pound had drawn his own conclusions: the encore – an upbeat, gently madcap arrangement of the Sailor’s Hornpipe – would be “a rave”, he joked, to polite giggles from the unequivocally well-behaved audience. Not that the evening had lacked moments to inspire toe tapping and chin bobbing. Percussionist Delia Stevens saw to that, as she danced between instruments laid out around her like at a jumble sale – among them a set of mixing bowls, one toy piano, a guitar balanced next to a vibraphone as well as numerous drums, shakers and contraptions I’d be pushed to name, mostly played two or three at a time. As a duo, Stevens & Pound bill themselves as a “left-field folk” act. Their mashup of Pound’s folk background and Stevens’s classical training is all about high-energy, rhythmically driven virtuosity. Continue reading...