格隆汇1月27日｜现货白银突破116美元/盎司，日内涨12.41%。纽约期银站上116美元/盎司，日内涨14.47%。

8vFanI/iStock via Getty Images BlackRock TCP Capital ( TCPC ) shares plunged 15% in Monday afternoon trading after the business development company disclosed writedowns on troubled portfolio investments. The BlackRock ( BLK ) middle-market debt fund has said the writedowns were expected to reduce net value per share by about 19% as of the end of 2025, according to preliminary estimates in a recent U.S. Securities and Exchange Commission filing. That would imply a decline to $7.06 from $8.71 at the end of Q3. Six investments accounted for about two-thirds of the NAV decline, the fund said. Meanwhile, BlackRock TCP ( TCPC ) noted it has waived one-third of its management fee for Q4. Net investment income for the quarter ended Dec. 31, 2025, is anticipated to be $0.24-$0.26 (midpoint $0.25), trailing the $0.27 consensus. More on BlackRock TCP Capital BlackRock TCP Capital: Earnings Continue To Decline For Q3 BlackRock TCP Capital Corp 2025 Q3 - Results - Earnings Call Presentation BlackRock TCP Capital Corp (TCPC) Q3 2025 Earnings Call Transcript What's in store for BDCs in 2026? Tcpc signals $0.15 per share NAV impact from Renovo write-down while strengthening portfolio diversification

Founded in 2016, Vir Biotechnology is a clinical-stage biopharmaceutical company focused on powering the immune system to transform lives by discovering and developing medicines for serious infectious diseases and cancer. Dr. Marianne De Backer, the company's CEO, discusses the strides being made in improving these critical treatments and why she's optimistic about her industry's next big breakthrough. Dr. De Backer speaks with Tim Stenovec and Christina Ruffini on Bloomberg Businessweek Daily. (Source: Bloomberg)

Apple is giving its latest quarterly update this week. Apple (AAPL +2.49%) has failed to impress investors with its progress in artificial intelligence (AI), but the market is beginning to realize that with Apple, it's not only about AI. The company has a significant edge over the competition in several ways, and revenue continues to rise despite investor worries about Apple Intelligence. Management is due to give its regular quarterly update this week. The conference call with analysts is scheduled for Thursday at 5 p.m. ET. Here's the most important thing to watch. It's not all AI The market is sure to take note of progress in AI when Apple reports, but the most important metric to watch is iPhone sales. The iPhone is Apple's most important product, accounting for around half of sales in a typical quarterly report. Whatever else is going on in the company, the popularity of the iPhone is most crucial to its success in the near term. Expand NASDAQ : AAPL Apple Today's Change ( 2.49 %) $ 6.17 Current Price $ 254.21 Key Data Points Market Cap $3.6T Day's Range $ 249.80 - $ 255.50 52wk Range $ 169.21 - $ 288.62 Volume 1.2M Avg Vol 46M Gross Margin 46.91 % Dividend Yield 0.42 % Reports from third-party consumer research companies have pointed to strong sales of the newest iPhone, and iPhones are typically a strong holiday seller. (The holidays were in the quarter being reported on.) This report is probably the most important of the year for investors to see how customers are reacting to the newest release. Early in the season, CEO Tim Cook provided some color on how it was going. He said that iPhone sales were already better than Wall Street was expecting, and that the company couldn't even keep up with demand. Look out for updates about how Apple is planning to keep up the momentum and maintain its edge in the space.

Image source: The Motley Fool. Wednesday, July 30, 2025 at 9 a.m. ET Call participants President & Chief Executive Officer — Jeffrey H. Jackson Senior Executive Vice President & Chief Financial Officer — Daniel K. Weiss Takeaways Earnings per Share (ex. merger charges) -- $0.91, an 86% increase year over year, as reported by Jeffrey H. Jackson. -- $0.91, an 86% increase year over year, as reported by Jeffrey H. Jackson. Net Income (ex. merger charges) -- $87.3 million, nearly 200% higher than the prior year period, according to Daniel K. Weiss. -- $87.3 million, nearly 200% higher than the prior year period, according to Daniel K. Weiss. Net Interest Margin -- 3.59%, up 24 basis points sequentially and 64 basis points year over year, with 37 basis points of margin accretion attributed to the Premier Financial acquisition. -- 3.59%, up 24 basis points sequentially and 64 basis points year over year, with 37 basis points of margin accretion attributed to the Premier Financial acquisition. Fee Income -- $44 million, reflecting 40% year-over-year growth, attributed to both Premier acquisition and organic expansion. -- $44 million, reflecting 40% year-over-year growth, attributed to both Premier acquisition and organic expansion. Efficiency Ratio -- Improved to 55.5%, down 10 percentage points from prior year, reflecting acquisition synergies and operating leverage. -- Improved to 55.5%, down 10 percentage points from prior year, reflecting acquisition synergies and operating leverage. Return on Average Assets / Tangible Equity -- 1.3% and 17%, respectively, after excluding merger and restructuring expenses. -- 1.3% and 17%, respectively, after excluding merger and restructuring expenses. Total Assets -- $27.6 billion, up 52% year over year, including increases from Premier and $480 million in acquisition-related goodwill. -- $27.6 billion, up 52% year over year, including increases from Premier and $480 million in acquisition-related goodwill. Total Portfolio Loans -- $...

Big tech earnings will tell if AI investments are finally paying off latimes.com

文章提及标的 伦敦银 -- 现货白银日内涨幅扩大至12%并创2008年以来最大涨幅，报115.78美元/盎司。

Could Micron Technology stock make you a millionaire in 2026? MSN

贝克休斯计划将未来三年的数据中心设备订单目标翻倍，至30亿美元。(财联社) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

Image source: The Motley Fool. Thursday, July 31, 2025 at 10 a.m. ET Call participants Chief Executive Officer — Richard N. Wayne Chief Operating Officer and Head of Commercial Credit — Patrick Dignan Chief Financial Officer — Richard Cohen Takeaways Net Income -- $25.2 million, marking a record level excluding periods with large PPP loan sales. -- $25.2 million, marking a record level excluding periods with large PPP loan sales. Total Loan Activity -- $362.6 million in originations and purchases for the quarter, totaling $2.1 billion for the fiscal year. -- $362.6 million in originations and purchases for the quarter, totaling $2.1 billion for the fiscal year. Purchased Loans -- $41.7 million acquired this quarter at 93.8% of unpaid principal balance (UPB); annual purchased loan volume reached $863 million. -- $41.7 million acquired this quarter at 93.8% of unpaid principal balance (UPB); annual purchased loan volume reached $863 million. Originated Loans -- $216.6 million for the quarter, with $807.9 million originated over the fiscal year. -- $216.6 million for the quarter, with $807.9 million originated over the fiscal year. SBA Loan Originations -- $107.3 million this quarter and $408.5 million for the year. -- $107.3 million this quarter and $408.5 million for the year. SBA Loan Sales -- $107.6 million sold this quarter; sales volume may include originations from prior quarters. -- $107.6 million sold this quarter; sales volume may include originations from prior quarters. Gain on SBA Loan Sales -- $8.2 million recognized. -- $8.2 million recognized. Net Interest Margin (NIM) -- 5.1%, elevated from the previous quarter due to $4.094 million transactional income on originated loans. -- 5.1%, elevated from the previous quarter due to $4.094 million transactional income on originated loans. Return on Purchased Loans -- 8.76% achieved for the quarter. -- 8.76% achieved for the quarter. Earnings Per Share -- $3.06 basic, $3.00 fully diluted. -- $3.06 basic, $3.00 f...

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Applied Optoelectronics, a company at the forefront of silicon photonics and co-packaged optics, recently unveiled a 400-milliwatt narrow-linewidth pump laser, enhancing AI data center capabilities. This innovation is crucial as it addresses performance limitations in existing systems, offering a robust solution for high-efficiency optical communication. With an impressive annual revenue growth forecast at 50.2% and earnings expected to surge by 168.5%, AOI is strategically expanding operations in Sugar Land, Texas—this includes a $150 million investment and the creation of over 500 jobs to boost its manufacturing of AI-focused datacenter transceivers. This expansion not only underscores AOI's commitment to innovation but also positions it well within the high-tech industry's competitive landscape. Overview: Applied Optoelectronics, Inc. designs, manufactures, and sells fiber-optic networking products across the United States, Taiwan, and China with a market capitalization of $2.44 billion. Here we highlight a subset of our preferred stocks from the screener. The U.S. stock market has recently seen a mix of gains and losses, with major indices like the Nasdaq, S&P 500, and Dow Jones Industrial Average showing slight increases as they kick off a significant week for tech earnings amidst geopolitical tensions and economic uncertainties. In this fluctuating environment, identifying high-growth tech stocks involves looking at companies that not only have strong fundamentals but also show resilience to external pressures such as interest rate decisions and global trade dynamics. Story Continues Overview: Agilysys, Inc. is a company that develops and markets software-enabled solutions and services for the hospitality industry across North America, Europe, the Asia-Pacific, and India, with a market cap of $3 billion. Operations: Agilysys generates revenue primarily from providing software solutions to the global hospitality industry, amounting to $299.81 million. The compa...

If You'd Invested $10,000 in Taiwan Semiconductor Stock a Year Ago, This Is How Much You'd Have Today The Motley Fool

The chip company is enjoying AI tailwinds. Taiwan Semiconductor (TSM 0.07%) has been in the news lately for opening a new plant in the U.S. and signing a deal with the Trump administration to invest $250 billion in further developing its U.S. operations. The company also just released a phenomenal fourth-quarter report that signals even more growth ahead. If you had decided to buy into the company's growth story a year ago, you'd have a lot more money today. AI growth is Taiwan Semiconductor growth AI has been a major market driver over the past few years, and it doesn't look like it's slowing down anytime soon. Taiwan Semiconductor supports this growth by manufacturing the semiconductors that make all of this innovation happen, and it reported fabulous growth last year, with a 36% increase in sales and a 51% operating margin. If you'd invested $10,000 a year ago in Taiwan Semiconductor stock, you'd have $15,000 now. Even better, the opportunity is far from over. Management envisions a period of high opportunity coming up, and it's raising its capital expenditures to meet the expected rising demand. Even though you may have missed the past year's gains, you haven't missed the boat, and you can still buy into Taiwan Semiconductor's ongoing story by investing in the stock today.

Image source: The Motley Fool. Thursday, October 23, 2025 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Robert Isom Chief Financial Officer — Devon May Vice Chair and Chief Strategy Officer — Stephen Johnson TAKEAWAYS Adjusted Pretax Loss -- $139 million, or a loss of $0.17 per share, which landed at the higher end of July guidance. -- $139 million, or a loss of $0.17 per share, which landed at the higher end of July guidance. Total Revenue -- $13.7 billion, setting a third-quarter record and approximately 1% above the midpoint of initial guidance. -- $13.7 billion, setting a third-quarter record and approximately 1% above the midpoint of initial guidance. Corporate Revenue Growth -- 14% year over year, reflecting recovery in managed corporate travel. -- 14% year over year, reflecting recovery in managed corporate travel. Premium Segment Performance -- Premium unit revenue outpaced main cabin by 5 points; paid premium load factor rose to nearly 80% (from mid-60s pre-pandemic), while premium cabins generated almost 50% of ticket revenue. -- Premium unit revenue outpaced main cabin by 5 points; paid premium load factor rose to nearly 80% (from mid-60s pre-pandemic), while premium cabins generated almost 50% of ticket revenue. Co-branded Card Revenues -- Spending on co-branded credit cards increased 9% year over year; active AAdvantage accounts up 7%, with Chicago enrollments higher by approximately 20%. -- Spending on co-branded credit cards increased 9% year over year; active AAdvantage accounts up 7%, with Chicago enrollments higher by approximately 20%. Citi Partnership and Loyalty Income Outlook -- New exclusive Citi co-brand card partnership launches January 1; remuneration from co-branded credit cards and partners projected to reach $10 billion annually by decade end, contributing $1.5 billion incremental operating income versus 2024. -- New exclusive Citi co-brand card partnership launches January 1; remuneration from co-branded credit cards and p...

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NYMEX天然气期货涨超33%，突破7美元/百万英热单位，创2022年12月以来盘中最高水平，因气温骤降导致油井冻结，产量降至两年来最低水平。 周一（1月26日）欧市尾盘，ICE英国天然气期货跌0.83%，TTF基准荷兰天然气期货涨1.40%，ICE欧盟碳排放交易许可（期货价格）跌1.44%。

Broadcom's backlog and ability to sell both chips and software make it a standout stock. There are a lot of hyperscalers dominating the headlines as of late, but there's one tech company with an AI-driven backlog, multiple revenue streams, and a history of strong execution that could stand out from the rest in the coming years. That company is Broadcom (AVGO +2.44%), and it could be one of the best growth stocks to buy and hold for the next half-decade. Expand NASDAQ : AVGO Broadcom Today's Change ( 2.44 %) $ 7.94 Current Price $ 332.79 Key Data Points Market Cap $1.6T Day's Range $ 327.02 - $ 334.76 52wk Range $ 138.10 - $ 414.61 Volume 26M Avg Vol 30M Gross Margin 64.71 % Dividend Yield 0.73 % A massive AI-related backlog Broadcom, the designer and maker of custom semiconductors and infrastructure software, has built an impressive backlog of about $73 billion for AI-specific projects. Broadcom's entire backlog is $162 billion, according to the company's CEO, Hock Tan. The backlog exceeds all of Broadcom's fiscal year 2025 revenue. Of the $73 billion in AI-related orders, $21 billion is from the AI research company Anthropic. Because Broadcom sells both chips and software solutions, it has diversified revenue streams that give it a competitive moat. Broadcom also has contracts with a few of the biggest and well-funded players in AI, including Alphabet's Google (GOOG +0.42%) (GOOGL +0.40%) and Meta Platforms (META +0.09%). Consider buying the dip There is some concentration risk, as much of Broadcom's revenue comes from a few major customers. The quickly expanding backlog should, for the most part, temper those concerns. Broadcom's stock is down over 7% to start 2026, and while timing the market isn't a sound strategy, if you're ready to buy and hold for the next five years, a small dip now is a good thing. The stock has been trading at a premium for the last several months. Broadcom is a compelling growth stock with a promising trajectory. The trillion-dollar-cap b...

skynesher/E+ via Getty Images Thesis Revolution Medicines, Inc. ( RVMD ) stock has had a pretty turbulent start to 2026 with speculation of a takeover from a couple of different big players. The most recent was Merck ( MRK ), who have now supposedly walked away from the table after they failed to come to a deal. The stock, as a result, has plummeted today by about 18%. However, Revolution shares are still up about 115% on the three-month chart, and the company has a very busy 2026 ahead in terms of clinical readouts. The most notable is the upcoming Phase 3 trial data surrounding daraxonrasib. Now, because of the potential of this candidate and the broad range of tumors it can supposedly target, I do see more future interest in terms of a takeover. The trouble is that it can be hard to place an accurate valuation on the pipeline and thus the company since the potential of daraxonrasib is not too clear yet, as I'll explain. Because of that, and the extremely overvalued valuation due to takeover speculation, I think it is best for investors to wait and see what the Phase 3 trial data brings before buying in at current levels. Seeking Alpha Revolution Medicines 3Q25 Results Just to touch quickly on the last earnings, Revolution back in 3Q25 showed us a pretty aggressive scale-up into late-stage development. The financial performance was clearly driven by expanding clinical operations and commercialization prep. For the quarter, the company reported a net loss of about $305.2 million, a nearly double figure that of the same time last year. Now, this was primarily due to a sharp rise in R&D spending, which we saw jump to $262.5 million, up quite a bit from $151.8 million in 3Q24. As you know, Revolution is funding multiple global Phase 3 trials for daraxonrasib and also making efforts to advance zoldonrasib and elironrasib programs. Aside from research costs going up, G&A expenses also more than doubled to about $52.8 million, which suggests an increased headcount and st...

Intel: Post-Earnings Pullback Restores Some Upside, But Bumpy Road Ahead (NASDAQ:INTC) Seeking Alpha

Roman Tiraspolsky/iStock Editorial via Getty Images Sometimes bad news can be good news. Intel Corporation ( INTC ) took a big hit after its Q1 guidance left investors wanting, but with stocks now down by nearly 20%, there may be some upside again in what was becoming a rather pricey stock. I wouldn’t call Intel stock cheap, per se, especially based on fundamentals. However, with the Trump Administration’s emphasis on national security, including building up domestic chip production, and the now fast-approaching midterm elections, I believe Intel get positive headlines going forward, although we’ll probably see setbacks as well. Add in white-hot AI demand and Taiwan Semiconductor Manufacturing Company Limited’s ( TSM ) production constraints, and I rate Intel a Buy after the pullback, but investors should keep in mind that this is probably going to be a volatile stock. Intel’s Q4 results largely exceeded expectations, suggesting that the company’s turnaround efforts are trending in the right direction. Keep in mind, expectations for Intel have been low, so the results weren’t necessarily what you’d think of as “good.” Of course, Intel’s turnaround was never going to be easy, and the discouraging Q1 guidance demonstrates that there’ll be plenty of bumps on the road ahead. I’ll cover the quarterly results in the next section. When I first covered INTC in the summer of 2025, I argued that politics was going to be the key story. Not long after, the Trump Administration announced extensive support for Intel, and stock prices surged. Heading into 2026, politics will still be important, especially with the midterm elections approaching. Chip production and the AI boom will be crucial as well, and hardware shortages should result in an environment that will be more forgiving for Intel. In the long run, I believe that Intel’s competence with technology will be what decides the company’s fortunes and future. Can the company close the gap in the foundry business at least enoug...

As the United States market navigates a week of significant tech earnings and geopolitical tensions, major stock indexes have shown modest gains, with gold reaching unprecedented highs amid uncertainty. In such a volatile environment, companies with strong insider ownership can offer stability and alignment of interests between management and shareholders, making them attractive considerations for growth-focused investors. Top 10 Growth Companies With High Insider Ownership In The United States Name Insider Ownership Earnings Growth Super Micro Computer (SMCI) 13.9% 50.7% StubHub Holdings (STUB) 25.1% 59% SES AI (SES) 12% 68.9% Prairie Operating (PROP) 32.2% 85.6% Niu Technologies (NIU) 37.2% 101.1% Karman Holdings (KRMN) 17.3% 62% GBank Financial Holdings (GBFH) 28.9% 46.2% Corcept Therapeutics (CORT) 11.5% 43.7% Bitdeer Technologies Group (BTDR) 33.4% 136.7% Astera Labs (ALAB) 10.5% 28.8% Click here to see the full list of 202 stocks from our Fast Growing US Companies With High Insider Ownership screener. We're going to check out a few of the best picks from our screener tool. Simply Wall St Growth Rating: ★★★★★☆ Overview: American Resources Corporation focuses on producing rare earth and critical mineral concentrates for infrastructure and electrification markets, with a market cap of $443.09 million. Operations: The company's revenue segments include Re Elements (RLMT) with reported figures of -$0.01 million, after accounting for a segment adjustment of $0.10 million. Insider Ownership: 11.3% Earnings Growth Forecast: 60.3% p.a. American Resources is positioned for significant growth, with revenue expected to increase 57.4% annually, outpacing the US market. Despite trading at a large discount to its estimated fair value, the company faces challenges such as negative equity and recent shareholder dilution. Recent events include noncompliance with Nasdaq listing rules due to delayed annual meetings and a change in auditors. Earnings have been weak but are project...

Information on Zhipu's AI service on the web, dubbed Z.ai, arranged on a computer in Shanghai, China, on Wednesday, Jan. 7, 2026. Raul Ariano | Bloomberg | Getty Images There's a new Chinese model gaining buzz among developers: Zhipu AI's GLM 4.7. That in itself is not new, but what did catch our attention was where it's becoming popular: the U.S., our own turf. I first spotted Zhipu's post on WeChat, announcing that the new coding tool was seeing so much demand, it would start limiting access. A year after DeepSeek's R1 model shook the artificial intelligence landscape in the U.S., AI experts are saying that they're seeing Chinese AI models spreading around the world. I wanted to see if that was true for Zhipu too. I reached out to the company, with no expectations of hearing back, just as DeepSeek has never responded to our requests. But Zhipu recently went public in Hong Kong, and its investor relations team is on top of the ball. They replied almost immediately, telling me that "the user base of Zhipu GLM Coding Plan is primarily concentrated in the United States and China." American developers have always told us of the bias against using Chinese models — so for Zhipu to be gaining traction here suggested a real DeepSeek-like breakout moment. Just last week, we were floored by the apps that Replit and Claude Code were able to produce in minutes. They felt like the frontier of AI, an example of how American innovation is leading the way. It's also creating a tangible shift, leading to a 60% surge in new app releases. But if a model out of China is just as powerful and easy to use, are they really six months behind like Google DeepMind's Demis Hassabis says? And if they're cheaper and open-source, what real moats do the American AI coding agents have? CNBC's Deirdre Bosa and I jumped on the chance to experiment with Zhipu, to see if the hype would match our successes with Replit and Claude. I've always found Chinese stock exchanges difficult to navigate and get d...

Image source: The Motley Fool. Wednesday, October 23, 2024 at 10:00 a.m. ET Call participants President and Chief Executive Officer — Mitch Waycaster Executive Vice President and Chief Financial Officer — Kevin Chapman Executive Vice President and Chief Strategy Officer — Jim Mabry Executive Vice President and Chief Credit Officer — David Meredith Takeaways Reported earnings -- $72.5 million, or $1.18 per diluted share; includes $39 million after-tax gain from insurance agency sale ($0.63 per diluted share), and $9.5 million after-tax merger and conversion expenses ($0.15 per diluted share). -- $72.5 million, or $1.18 per diluted share; includes $39 million after-tax gain from insurance agency sale ($0.63 per diluted share), and $9.5 million after-tax merger and conversion expenses ($0.15 per diluted share). Adjusted earnings -- $43 million, or $0.70 per diluted share, up from $0.69 per diluted share in the previous quarter. -- $43 million, or $0.70 per diluted share, up from $0.69 per diluted share in the previous quarter. Net interest income -- Rose $6 million sequentially, supported by interest on proceeds from the capital raise and loan yield expansion outpacing deposit cost increases. -- Rose $6 million sequentially, supported by interest on proceeds from the capital raise and loan yield expansion outpacing deposit cost increases. Loan yields -- Increased 6 basis points sequentially. -- Increased 6 basis points sequentially. Traditional deposits -- Increased by more than $285 million from the previous quarter; non-interest-bearing deposits remained flat in the same period. -- Increased by more than $285 million from the previous quarter; non-interest-bearing deposits remained flat in the same period. Total deposit costs -- Increased by 4 basis points sequentially, compared to a 12 basis point rise the prior quarter. -- Increased by 4 basis points sequentially, compared to a 12 basis point rise the prior quarter. Non-interest income -- Increased $50.5 million se...