格隆汇1月27日｜匈牙利央行将基准利率维持在6.5%，符合市场预期。

1月27日，国家药监局副局长杨胜会见了来访的美国食品药品管理局(FDA)副局长杨渡一行。双方充分肯定中美药品监管合作取得的积极成效，并表示将继续开展务实合作，共同推动更多、更好的产品惠及两国人民。中方介绍了中国药品监管工作最新进展，通报了《药品管理法实施条例》审议通过情况。美方通报了在药品供应链保障、数字健康产品监管框架构建、医疗器械（881144）质量管理体系法规建设等领域的重点工作。双方还围绕药品进出口政策、药物警戒、新方法学应用作深入交流。国家药监局相关司局及直属单位负责人，美国FDA驻华办及药品评价与研究中心相关人员参加会议。(国家药品监督管理局)

格隆汇1月27日｜焦炭、焦煤等跌超1%，纯碱、热卷等小幅下跌；棕榈油涨超1%，豆一、菜籽粕等小幅上涨。

文章提及标的 国际铜 -- 焦煤 -- 焦炭 -- 合成橡胶 -- 沪锡 -- 棕榈油 -- 期市夜盘开盘，国内期货主力合约多数下跌。跌幅方面，国际铜、焦煤、焦炭、合成橡胶跌超1%。涨幅方面，沪锡涨超2%，棕榈油涨超1%。 涨跌都能赚 盈利就能离场！点击开通期货“T+0、双向交易”特权！>>>

Karman Space & Defense ( KRMN ) on Tuesday said it was awarded a contract for the Missile Defense Agency Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefinite-quantity (IDIQ) contract with a ceiling of $151B. This contract encompasses a broad range of work areas that allows for the rapid delivery of innovative capabilities to the warfighter with increased speed and agility. KRMN +3.94% premarket to $113.0. Source: Press Release More on Karman Holdings Karman Holdings Inc. (KRMN) Karman Holdings Inc., Materials Sciences Corporation, - M&A Call - Slideshow Karman: Explosive Growth Meets A Very Rich Valuation Karman Holdings Inc. (KRMN) M&A Call Transcript Karman: Seemann, MSC deal to boost access to U.S. Navy programs, lift 2026 results Karman shares rise premarket after $220M maritime defense acquisition

As a result of the sweeping rally across emerging markets, bonds prices are increasingly moving on their own accord, instead of in-line with the US. The correlation between average yields on EM sovereign dollar bonds and US government notes has dropped to about 0.3, the lowest level since August 2022, according to rolling 120-day data based on Bloomberg’s indexes. To some investors, that’s evidence that emerging-markets are breaking free, at least for now, of US markets as momentum builds for a shift away from American assets. The divergence is unusual because in the past, EM bonds tended to move alongside Treasuries and back in 2024, the correlation metric was approaching 0.8. But now, EM yields are broadly falling, while the US 10-year has been creeping higher this year. “I don’t see US real yields as a binding constraint at all right now,” said James Athey , a portfolio manager at Marlborough Investment Management. He said there’s the potential for more decoupling between EM bonds and Treasuries, citing the appeal for more investors to diversify and hedge their dollar-based assets. Read More: To Bond Investors, Some Emerging Markets Look Safer Than US EM assets are able to move independently of Treasuries because US yields are rising against a backdrop of strong economic growth, Athey said. But he cautioned that the link between the two hasn’t completely gone away. The drop in correlation has come at the same time as historic rally in prices. Bloomberg’s gauge of EM sovereign dollar bonds is rising for a 10th successive month, the longest winning streak since 2010. Prices are at a record high, with the index jumping more than 50% since April 2025. As a result, spreads have compressed. Investors now demand just 243 basis points more yield on emerging-market bonds, compared with Treasuries — the narrowest level since 2013.

IonQ Inc. (NYSE:IONQ) is making its biggest move yet to expand control over its quantum technology stack, agreeing to acquire U.S. chip manufacturer SkyWater Technology Inc. (NASDAQ:SKYT) in a deal that deepens its manufacturing footprint and aligns with growing federal support for advanced computing. IonQ Moves To Acquire SkyWater In $1.8 Billion Deal IonQ agreed to buy SkyWater Technology for $35 per share, valuing the transaction at roughly $1.8 billion, company executives told The Wall Street Journal on Monday. SkyWater shareholders will receive $15 in cash and $20 in IonQ stock for each share they own. IonQ held $1.5 billion in cash and equivalents as of September 30, 2025. Don't Miss: Missed the AI Boom's Biggest IPOs? This Platform Lets Everyday Investors Access Private Tech Early The AI Marketing Platform Backed by Insiders from Google, Meta, and Amazon — Invest at $0.85/Share Vertical Integration Aims To Speed Manufacturing And Cut Costs IonQ expects the deal to create a vertically integrated quantum platform that will help reduce production timelines and costs. After the deal closes, SkyWater will continue operating under its existing name as a wholly owned subsidiary. SkyWater CEO Thomas Sonderman will lead the unit and report directly to IonQ Chairman and CEO Niccolo de Masi. Government Support And Deal Momentum Shape Strategy IonQ leadership said the acquisition builds on rising enthusiasm within the U.S. government for domestic semiconductor manufacturing and quantum computing. The SkyWater deal adds to a growing list of acquisitions for IonQ. See Also: If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it? In 2025, the company agreed to acquire U.K.-based Oxford Ionics for over $1 billion. It also announced acquisitions of Lightsynq Technologies and Capella Space. Meanwhile, IonQ’s stock tanked 25% in the last 3 months. In November, IonQ shares dipped after JPMorgan initiated coverage w...

TLDR Nvidia backed 14 European tech companies in 2025, up from seven in 2024 and zero in 2020 Major investments included Mistral’s €1.7 billion round and Revolut at $75 billion valuation The chip maker participated in 86 global startup rounds total during 2025 Nvidia offers technical support and supply chain help alongside capital to portfolio companies Investment activity continued into 2026 with Synthesia’s $200 million Series E round Nvidia expanded its European presence in 2025. The company joined 14 funding rounds across the continent. NVIDIA Corporation, NVDA That marks a jump from seven deals in 2024. The growth continues a trend that started with five investments in 2023. The company made just one European investment in 2022. It completed zero deals in 2021 and 2020. These 14 European rounds were part of 86 total global investments. Nvidia spread capital across multiple sectors and company stages. Major Funding Rounds Draw Nvidia Capital French AI developer Mistral landed €1.7 billion in September. The Series C valued the company at €11.7 billion. Nvidia had already backed Mistral’s Series B in 2024. The repeat investment shows continued confidence in the AI lab’s technology. UK data center firm Nscale received the most attention. CEO Jensen Huang pledged £500 million to the company in September. Nscale then closed two rounds totaling $1.5 billion. Both deals included Nvidia participation. Quantum computing company Quantinuum raised $600 million at a $10 billion valuation. The funds will develop the firm’s Helios quantum system. German coding platform Lovable secured $330 million in December. The Series B valued the startup at $6.6 billion. Black Forest Labs raised $300 million for AI visual content models. The German company reached a $3.25 billion valuation. Strategy Behind Investment Spree Morningstar analyst Brian Colello explained the approach. The investments mirror Nvidia’s global strategy of reinvesting cash into the AI ecosystem. The chip giant prov...

Pre-Market Stock Futures: Futures are trading mixed after a solid start to the week, with all the major indices, except the Russell 2000, finishing the day higher. Anticipation of earnings reports from mega-cap technology stocks, including Microsoft, Meta, and Tesla, and the January Federal Reserve meeting, where the Fed is expected to hold rates steady, ... Here Are Tuesday’s Top Wall Street Analyst Research Calls: Affirm Holdings, Alcoa, Block, Coinbase Global,CoreWeave, Datadog, Intuitive Sur

Our panel says they dabble with homemade tortilla chips, hummus and crudites, olives, pastry twists, savoury granola … untold possibilities abound What savoury snacks do your recipe columnists make when they’re trying to stay away from the biscuit tin? Jess, by email The pull of the biscuit tin is all too familiar to Guardian baker Benjamina Ebuehi , who, unsurprisingly, is often found in full “sweet mode”. To counterbalance the intake of cake, she tends to look for “something salty, spiced and crisp”, and, if time is on her side, that usually means homemade tortilla chips. “Chop corn tortillas into triangles, brush with olive oil and seasonings – flaky salt, za’atar, dukkah, garlic granules, or everything bagel seasoning, which is elite.” Bake until nice and crisp, then dunk into hummus. Her fellow Guardian regular Georgina Hayden is also rarely found without a tub of that creamy chickpea dip, whether it’s homemade or shop-bought: “I usually drizzle chilli crisp oil over the top of my hummus, then scoop it up with crudites [celery, carrot, cucumber, say]. That’s so good – and so easy.” If Hayden’s trying “to be fancy”, however, her attention turns to gildas, – “an olive, a little anchovy and a pickled green chilli on a cocktail stick – or just a lovely, salty, anchovy-stuffed olive”. You could, of course, thread any antipasti you have knocking around on to said stick: “Sun-dried tomato, artichoke heart or one of those gorgeous, marinated onions.” Having a batch of that in the fridge feels “like a treat, but less indulgent”, she adds. Got a culinary dilemma? Email feast@theguardian.com Continue reading...

The internet has enabled a golden age of techno-vanity. But hating your looks is a time-honored tradition Take a second before you read this to look in the mirror. Go on, it’ll be worth it. I’ll be here when you get back. OK, how’d that go? Did you like what you saw? Probably not. Feeling a bit puffy? See a zit in a conspicuous area? Did you want to punch yourself for the sin of experiencing the natural course of aging? These feelings are normal. Being disappointed in how you look is a time-honored tradition; it’s just that now, we have the means to fix all that. GLP-1s mean you can lose weight quickly, without doing much more than shoving a needle in your bum a few times a month. Plastic surgery, Botox, fillers, Turkish hair plugs. We live in the golden age of techno-vanity, where “self-improvement” can be had for a few bucks (and days and days of living in bandages like a hipster mummy). The odious trend of “ looksmaxxing ” is the natural nadir of our collective obsession with not being ugly. Dave Schilling is a Los Angeles-based writer and humorist Continue reading...

As the budding restaurateurs suffer 17th-century flashbacks, Jamie Campbell Bower – AKA Vecna in Stranger Things – saves director Chuck Russell’s remake from cheesy oblivion Jamie Campbell Bower gave the standout performance as the big bad in the otherwise ho-hum fourth season of Stranger Things, and in this tawdry but fun occult-themed thriller, like Satan himself, he’s back to his same old scene-stealing tricks. Once again, he’s not the protagonist but a sinister figure first met literally in the shadows, making ominous pronouncements in that posh-boy accent. When finally revealed, he is dipping his chin and looking up with those uncannily blue eyes like a vogue dancer catching the spotlight. If he keeps at it with roles like this, he could be the Peter Cushing of modern horror, but with catwalk-queen hair, or the goth equivalent of the young Ralph Fiennes in his rent-a-villain era. What’s not to love? When Campbell Bower’s creepy antiquities expert Alexander Babtiste isn’t around, though, Witchboard reverts to its cheap and doleful resting form, in which B- and C-list actors play doltish young people bewitched by a proto-Ouija board that summons the spirit of a 17th-century French witch (Antonia Desplat). Somehow, the board has found its way to today’s New Orleans, where main girl Emily (Madison Iseman) finds it in the forest while foraging for mushrooms with her hipster-chef boyfriend Christian (Aaron Dominguez). At the urging of Christian’s slinky ex-girlfriend, Brooke (Mel Jarnson), who crashes their party, Emily tries out the board, and is soon having flashbacks to a life she never lived. Continue reading...

Antibiotic use in US meat production spiked 16% in 2024, representing the highest increase since the government began tracking data, a new federal report shows. The data covers “medically important” antibiotics that are also used in humans, including widely used drugs such as the Z-Pak. The shift is raising fears of an increase in antibiotic-resistant “superbugs”, or pathogens that are difficult to treat because they evolve to become immune to drug treatments. These already sicken millions of people annually, and many of the drugs carry other potential health risks, as well, including cancer. The jump comes despite federal efforts to rein in medically important antibiotic use, and an industry pledge to use less of it. After an unprecedented drop in antibiotic use nearly a decade ago, the medicines’ use have generally been trending in the other direction, data shows. Antibiotic use in chicken and turkey jumped nearly 80% and 25%, respectively, but use in each is already so low that even the spikes leave current levels far below peaks ins 2015. Beef and pork antibiotic use dropped to the lowest levels around that time, but have since steadily inched up, until they spiked by about 16% in 2024. Increases in antibiotic use in cattle and pigs are more concerning, advocates say, because they account for nearly 85% of all antibiotics used in US meat production. Many factory farms are scrapping efforts to reduce antibiotics because it saves them money, said Steve Roach, safe and healthy food program director at Food Animal Concerns Trust. Some are also likely using the medicine to promote animal growth. “It’s easier to give antibiotics than it is to provide healthy conditions for animals in the huge facilities where most food animals are raised, and with public awareness waning and lack of significant government action, the meat industry will make the easier choice,” Roach said. The increases come despite meat producers raising fewer cattle and turkey in 2024 compared with 2...

AI 编码工具的横空出世，一度掀起关于“机器是否能替代人类开发者”的争议——有人沉醉于它高效完成任务的惊艳表现，直言其会颠覆开发行业；也有人警惕其潜在的局限性，担心代码质量与系统稳定性。 最近，一位名叫 mo 的开发者在 Hacker News 上分享了自己的亲身经历：过去两年里，他几乎全面采用 AI 进行所谓的“氛围编码”。从最初的惊艳，到不断把更复杂的任务交给模型，再到逐渐意识到问题所在——AI 写出的代码在局部合理，却难以维持整体结构和长期可维护性。最终，他选择放弃高度依赖 AI，回到手写代码。这篇直白、克制的反思，很快在开发者社区引发了强烈共鸣。 大多数人接触 AI 编码的历程都如出一辙：先让它完成一项简单任务，你会为之惊艳。接着交给它一项复杂任务，你会更加叹服。 于是你打开社交平台 X，写了一篇关于“岗位替代”的长篇大论。 如果你能跨过这个阶段——恭喜你，你对 AI 编码的理解已经超过了 99% 的人。 那些用 AI 处理实际工作（而非仅仅是周末项目）的资深工程师，大多也遵循着一条可预见的历程。 在对 AI 完成复杂任务的表现仍感惊叹时，你会忍不住想：能不能给它分配更宏大的任务？甚至是那个没人愿意接手的棘手重构工作？ AI 的能力遭到质疑 但就在这时，AI 的“光环”开始出现裂痕。 一方面，你惊叹于它似乎能精准理解你的需求；但另一方面，它会犯下令人沮丧的错误，做出明显违背你们达成的共识的决策。 你很快就会明白，对 AI 模型生气毫无意义，于是开始将所有不尽如人意的输出归咎于自己： “是我的问题。我的提示词写得太差，描述不够具体。” “只要我能把需求说清楚，它就能实现。潜力无限啊。” 你这样想。 于是你打开 Obsidian（笔记工具），开始撰写详尽的需求文档，用极致的细节描述你脑海中的功能。或许你会花半个小时，写出一整页的提示词。 但你会发现，这种“需求驱动式开发”同样行不通。在现实中，设计文档和需求说明都是“活文档”，会随着需求探索和落地实施不断动态演变。 试想一下：在一家真实的公司里，你花 1 小时为复杂架构写好设计文档，交给一位中级工程师（还要求他不能和任何人讨论这份文档），然后自己去度假——结果会怎样？ AI 工具不仅没有能力在数周的开发周期中，随着底层组件的搭建而迭代需求说明，还会在一开始就做出决策，且之后绝不偏离。更糟糕的是，一旦 AI 觉得问...

Chinese households have accelerated deleveraging – cutting debt relative to gross domestic product – at the fastest pace in years, a shift that could weigh on the consumer spending that Beijing needs to sustain growth in the world’s second-largest economy. The household debt-to-GDP ratio fell by 2 percentage points, from 61.4 per cent in 2024 to 59.4 per cent at the end of 2025, according to data released on Monday by the National Institution for Finance and Development (NIFD), a Beijing-based think tank. Household sector debt expanded by just 0.5 per cent year on year in 2025, marking a historic low. The size of the debt dropped by 0.1 per cent in the third quarter and by 0.8 per cent in the fourth quarter – the first quarterly declines since 1995. Advertisement After soft retail sales and weak consumer confidence weighed on the economy last year, Beijing faces mounting pressure to boost domestic demand amid a protracted property slump, high youth unemployment, trade war uncertainties and a rapidly ageing population. Yet while household deleveraging can strengthen financial stability, it can also restrain consumer spending. The household sector was the only one to report a fall in the debt-to-GDP ratio in 2025. Central and local authorities increased their debt-to-GDP ratios by 3.7 percentage points and 3.8 percentage points, respectively, as the government adopted a more proactive fiscal policy. Debt in non-financial firms also rose by 6.2 percentage points last year. Advertisement The nation’s overall debt-to-GDP ratio, excluding the financial sector, rose by 11.7 percentage points to 302.4 per cent – a “relatively high level by international standards”, according to the NIFD report. The research team, led by Zhang Xiaojing, director of the Institute of Finance and Banking under the Chinese Academy of Social Sciences, attributed household deleveraging to falling home prices and slower income growth.

Justin Sullivan/Getty Images News Shares of Corning ( GLW ) jumped more than 6% premarket after CNBC reported that Meta ( META ) will pay the company up to $6B through 2030 to supply fiber-optic cable for its AI data centers, citing an interview with its CEO Wendell Weeks. In an exclusive interview about the deal from a cable factory in Hickory, North Carolina, Weeks told CNBC the deal reflects growing demand from large tech companies, adding that he expects hyperscalers to become Corning’s biggest customers next year. “Almost every phone call I get from my customers is trying to see, how do we get them more?” Weeks said. “I think next year the hyperscalers will be our biggest customers.” Corning’s shares have advanced more than 91% in the past year amid soaring fiber demand from tech giants, including Meta, Nvidia, OpenAI, Google, AWS and Microsoft. Meanwhile, Meta ( META ), which underperformed the market in 2025, has an ambitious AI spending plan that includes 30 data centers (26 facilities in the U.S.). “We want to have a domestic supply chain that’s available to support that,” Joel Kaplan, Meta’s chief global affairs officer, said in an interview. More on Meta, Corning Meta: The Moneymaker Without Strong AI Capitalization Meta Pre-Earnings: Capex Fears Equal Buying Opportunity Meta's Q4 Setup: Strong Signals Across The Board France’s National Assembly OKs social media ban for under-15s Meta to test premium subscription plans for Instagram, Facebook and WhatsApp - report

Chinese chip designer Shanghai Iluvatar CoreX Semiconductor has unveiled a multi-year graphics processing unit (GPU) architecture road map, aiming to surpass Nvidia’s next-generation Rubin platform within two years, amid the country’s push for semiconductor self-reliance The company said its Tianshu architecture had outperformed Nvidia’s Hopper platform last year, while a second architecture, Tianxuan, would be built to benchmark against the US firm’s Blackwell platform. A third, Tianji, was designed to overtake Blackwell in 2026, while a fourth, Tianquan, was projected to surpass Rubin by 2027, after which Iluvatar CoreX planned to move towards what it described as a “breakthrough” architectural design. Iluvatar CoreX said it would roll out multiple products based on four generations – all named after traditional Chinese terms for the Big Dipper. Advertisement The company highlighted efficiency gains from Tianshu, claiming more than 90 per cent effective utilisation of computing power. Innovations included features that reduce redundant memory access to boost effective bandwidth and cut power use, and ease resource contention through dynamic task allocation. It said Tianshu delivered about 20 per cent higher average performance than Hopper on DeepSeek’s V3 model. Meanwhile, Nvidia’s sale of its H200 chips to China remains uncertain, as US approval has met an ambiguous response from Chinese authorities. Nvidia CEO Jensen Huang arrived in China on Friday to attend company events and meet clients. He was also reported to be seeking a resumption of business in the country. Nvidia’s sale of its H200 chips to China remains uncertain after US approval has met an ambiguous response from Chinese authorities. Photo: Shutterstock Iluvatar CoreX also unveiled four products under its Tongyang, or TY, series for edge computing, covering performance from 100 tera-operations per second to 300 tera-operations per second. The company said its TY1000 outperformed Nvidia’s AGX Orin in...

Notable profits for the buyer who lifted the $10.04 offer for 5,441 Microsoft (MSFT) Apr-26 510 calls yesterday at 11:37ET when underlying shares were trading at $466.36. Shares closed at $465.95, and the calls at $10.36 for a mark-to-market profit of 3%, or $174K, on the $5461K outlay. Claim 50% Off TipRanks Premium Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders’ Hot Stocks on TipRanks >> Read More on MSFT: Disclaimer & DisclosureReport an Issue

阿里正式发布千问旗舰推理模型Qwen3-Max-Thinking、微软推出下一代AI芯片Maia 200芯片…… ①DeepSeek发布DeepSeek-OCR 2模型； ②阿里正式发布千问旗舰推理模型Qwen3-Max-Thinking； ③Kimi宣布发布并开源Kimi K2.5模型； ④MiniMax M2.1 × Clawdbot：打造开源AI助手，构建超级智能体工作流； ⑤微软推出下一代AI芯片Maia 200芯片； ⑥英伟达发布人工智能“地球-2”系统，旨在提升天气预报精度。

In this article GOOGL META Follow your favorite stocks CREATE FREE ACCOUNT Facebook co-founder and Meta CEO Mark Zuckerberg sits in his seat inside a bipartisan Artificial Intelligence Insight Forum for all U.S. senators hosted by Senate Majority Leader Chuck Schumer at the U.S. Capitol in Washington, D.C., on Sept. 13, 2023. Leah Millis | Reuters A landmark case against social media giants Meta , Alphabet's YouTube and TikTok is set to begin Tuesday in Los Angeles Superior Court. It's the first of several high-profile legal cases kicking off in 2026 that center on allegations that the companies misled the public about the safety of their apps despite knowing that certain design choices contributed to various harms on young users. Social media companies have long used Section 230 , the part of the Communications Decency Act that protects Internet speech, to shield themselves from liability for the content posted on their platform. That's why in these cases, the plaintiffs are focusing their cases on alleged app-design flaws and related public misrepresentations of the safety of the services as a way to steer the arguments away from Section 230-related protections. These trials have been compared to those brought against 'Big Tobacco' in the 1990s, and experts have said these cases could have long-lasting implications on regulation and public perception of these companies. In Jan. 2024, lawmakers grilled several social media executives, including Meta CEO Mark Zuckerberg, during a Senate hearing focused on the companies' efforts to safeguard children on their platforms. The case kicking off Tuesday focuses on a young woman who alleges that she became addicted to social media as a minor because of certain features and characteristics of apps like Instagram, TikTok and YouTube. Snap was also part of the civil lawsuit, but the company behind the app Snapchat reached a settlement with the plaintiff last week before the trial commenced. A separate trial kicks off next wee...

A Quick Look at Today's Ratings for Amazon(AMZN.US), With a Forecast Between $285 to $300 富途牛牛

Hiroshi Watanabe/DigitalVision via Getty Images Introduction Always on the lookout for that “better mousetrap,” even within my long-term-held “Core” ETFs, I recently compared two International ETFs where the younger ETF, the Avantis All International Markets Equity ETF ( AVNM ), was outperforming the better-known Vanguard Total International Stock Index Fund ETF Shares ( VXUS ). This led me to do the same analysis against the Vanguard FTSE Developed Markets Index Fund ETF Shares ( VEA ) by comparing it to a newer competitor, the WisdomTree True Developed International Fund ETF ( DOL ). If the choice is between these two International Development market ETFs, take the lower-cost option: VEA, but both are rated Hold due to U.S. stocks having better results over the past decade. Vanguard FTSE Developed Markets Index Fund ETF review Data by YCharts Seeking Alpha describes this ETF as (edited): The fund employs an indexing investment approach designed to track the performance of the FTSE Developed All Cap ex U.S. Index, a market-capitalization-weighted index that is made up of approximately 3,957 common stocks of large-, mid-, and small-cap companies located in Canada and the major markets of Europe and the Pacific region. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. VEA started on August 17, 1999. Benchmark: FTSE Global All Cap ex US TR USD. This ETF has $204B in AUM and comes with only 3 basis points [bps] in fees. The TTM yield is 3.1%. Index review A good due diligence starting point for any index-based ETF is with the index the portfolio is tied to. Here, the index manager describes their index as: The FTSE Developed All Cap ex US Index is part of a range of indices designed to help US investors benchmark their international investments. The index comprises large, mid, and small-cap s...

z1b/iStock via Getty Images Knee-jerk reactionary sell-offs by the market can create opportunities for value investors to buy the dip. Getting in on a quality stock at an attractive valuation saves what I would consider the most precious resource of all, and that is time. In other words, buying an above average stock at a below-average price can shave years off one’s wealth-compounding journey. Such is the case with Capital One Financial ( COF ), which has seen a material decline in price from a high of $259 to $217 in recent weeks, particularly after a recent quarterly earnings miss . At the current price of $217, COF trades at a low P/E of just 10.6 and sits closer to the middle of its 52-week range than the top, as shown below. COF Stock 1-Yr Trend (Seeking Alpha) In this article, I highlight COF, including recent business results , and discuss what makes it an attractive "B uy" after the recent drop, so let’s dig in! Why COF? Capital One Financial is a diversified U.S. financial services holding company. It provides a broad suite of banking and lending products to consumers, small businesses, and commercial clients. COF is best known for its credit card franchise, which grew materially after its acquisition of Discovery Financial in May of last year. COF demonstrated steady topline performance during Q4 2025, with net revenue rising by 1% QoQ to $15.6 billion. It’s worth noting that a QoQ measurement is more informative than YoY, since the inclusion of Discovery Financial numbers since May of last year would skew YoY comparisons. Total non-interest expense grew by 13% QoQ due to a 38% increase in marketing and an 8% increase in operating expenses. The higher QoQ marketing spend is likely due to increased spending on customer acquisition costs during the all-important holiday season for retailers and credit card companies. What weighed down the stock since the Q4 earnings release was the earnings miss. COF’s Q4’25 adjusted EPS of $3.86 trailed the analyst estimat...

PM Images/DigitalVision via Getty Images Qiagen N.V. ( QGEN ) is a life-science and molecular diagnostic provider that offers consumables, sample-prep technologies, testing platforms, and bioinformatics software. QGEN’s key products include QuantiFERON tuberculosis testing, QIAstat-Dx syndromic panels, QIAcuity digital polymerase chain reaction (dPCR), and the QIAGEN Digital Insights (QDI) software suite with QCI Interpret, QCI Secondary Analysis, CLC Genomics Workbench, Ingenuity Pathway Analysis, and Franklin. In 2025, the company acquired Parse Biosciences for single-cell rollouts and is executing a 2026 automation rollout with Hamilton Microlab STAR integration. So, I do believe this sector’s M&A remains active, which is why QGEN itself could be a target as well. And, given its inherent strategic value, I feel it’s fair to upgrade QGEN to a speculative “Buy” at these levels. Molecular Diagnostics Qiagen N.V. is a healthcare company that develops tools for laboratories to process biological material to produce life-science tools and molecular diagnostics. To achieve this, QGEN uses consumables, instruments, and its proprietary software. QGEN was founded back in 1984 and is headquartered in Venlo, Netherlands, with 35 subsidiaries across 25 countries and distribution in more than 60 countries. I previously covered QGEN in May last year, and since then, the stock has appreciated by roughly 34.2%. Source: German Investment Seminar Presentation. January 2026. However, more recently, there have been takeover speculation about QGEN potentially looking for interesting buy offers, even though they haven’t confirmed any names so far. Thus, I thought it was worthwhile revisiting this name. As a quick recap, QGEN’s revenue comes from consumables (90%) and instruments (10%) for their Life Sciences and Molecular Diagnostics fields. The company’s products include sample technologies for collection, stabilization, extraction, purification, concentration, and automation to proce...

jetcityimage/iStock Editorial via Getty Images After a challenging 2025, AT&T's ( T ) upcoming Q4 release for the year is loaded with significant expectations for a reversal in recent trends. Although the stock is down by low single digits for the past 12-month period, it is worth noting that T was the best performer from the three large U.S. telecom carriers over the year. Data by YCharts Back in October, when I covered the company's upcoming Q3 release, I noted some key performance indicators (KPIs) that investors had to keep an eye on and outlined some of the reasons why the market was slowly losing patience with AT&T's ability to deliver. On the surface, the Q3 report was mixed with a slight miss in revenue, in-line earnings, and reaffirmed guidance for the whole fiscal year. Seeking Alpha However, some KPIs failed to impress, and as a result, T stock continued falling in the months following the Q3 report. Now that the last earnings release of FY 2025 is upon us, the pressure to deliver is even stronger, as investors will be eagerly expecting the FY 2026 outlook. Having said that, it is important to first establish what the market is expecting in terms of operational performance from AT&T and then put all that into the context of valuation and the company's long-term performance. Margin Problems Ahead? One of the most important metrics for AT&T - the growth of postpaid subscribers remained low in Q3. Growth from the prior quarter was only 0.5%, which was roughly from the same period a year ago. Prepared by the author, using data from quarterly earnings presentations Most of the attention was focused on broadband performance, where T saw one of its highest levels of net additions. According to management, the 232,000 net adds in the segment were the highest in 8 years . AT&T Investor Presentation At first this might seem like good news for future returns on capital, but the slowdown of the average revenue per user (ARPU), both in the postpaid phone and fiber seg...

Ciena is expanding from its telecom optical roots to become a critical enabler of AI-driven data-center infrastructure. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Ciena Executive Advisor Scott McFeely joins BI analyst Woo Jin Ho to discuss how the company’s optical technology has evolved alongside hyperscale cloud and AI workloads, from coherent optics and WaveLogic DSPs to optical pluggables for scale across applications. They also explore how AI is reshaping optical d

Rising “nuclear verdicts,” broker liability and landmark court cases are reshaping the economics of trucking and logistics. In this Talking Transports podcast, Matthew Leffler, managing member of Armchair Attorney, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to unpack the legal forces affecting freight markets. Leffler explains the surge in nine-figure verdicts, the Supreme Court case that could redefine broker liability and why outdated insurance minim