DeepMind chief cautions AI boom may face a reckoning: FT (NVDA:NASDAQ) Seeking Alpha

Google ( GOOG ) ( GOOGL ) DeepMind chief executive Demis Hassabis said parts of the artificial intelligence industry are showing signs of excess, warning that investment levels in some areas no longer reflect commercial reality, the Financial Times reported Sunday. Speaking at the World Economic Forum in Davos, Hassabis said early-stage funding rounds for AI start-ups have grown unusually large, even when companies lack proven products. He said this imbalance could lead to pullbacks in certain parts of the market. Other technology leaders at Davos downplayed fears of overinvestment. Still, investor enthusiasm has surged around young AI firms, including start-ups that have reached multibillion-dollar valuations with limited public detail about their technology. Concerns have also grown around the rapid buildout of AI infrastructure, much of it financed with debt and dependent on continued growth in demand. Hassabis said Google ( GOOG ) ( GOOGL ) is well positioned if the market cools. Demand for AI tools across its products remains strong, and the company can continue adding AI features to an already profitable business. He described AI as the most powerful technological shift yet. Parent company Alphabet’s ( GOOG ) ( GOOGL ) renewed momentum has pushed its market value above $4 trillion, second only to Nvidia ( NVDA ). Google has also narrowed the gap with rivals in chatbot usage after lagging early following the launch of ChatGPT. On global competition, Hassabis said western companies still hold a modest lead over China in advanced AI development. He argued that recent excitement around Chinese models reflected an overreaction, though he acknowledged that Chinese firms have moved quickly in building open and commercially focused systems. He said U.S. labs remain more concentrated on long-term research aimed at artificial general intelligence, while Chinese groups are prioritizing near-term applications and revenue. Hassabis also addressed growing scrutiny of AI saf...

Palantir US69608A1088 All eyes are on Palantir Technologies as it prepares to release its fourth-quarter 2025 financial results on February 2. The upcoming report represents a critical test for the AI software firm, which must now justify its substantial market valuation following a significant rally. With a market capitalization of $404 billion and trading at extreme valuation multiples, investors are questioning whether the company's performance can match the market's high expectations. The central debate surrounding Palantir shares hinges on their premium valuation. The equity currently trades at approximately 110 times sales and 170 times forward earnings estimates. Even the most bullish projections from Wall Street anticipate a deceleration in revenue growth to 43% for 2026, down from an expected 54% in 2025. To illustrate the scale of growth required: achieving a more conventional price-to-earnings ratio of 50 while maintaining its current valuation would necessitate Palantir generating roughly $19.7 billion in revenue. Starting from a base of $3.9 billion, reaching that figure would take around five years even if the company sustained a 40% annual growth rate. Analyst Upgrades Fuel Optimism Recent analyst commentary has added to the bullish sentiment. In early January, Citi analyst Tyler Radke upgraded his rating on Palantir from "Neutral" to "Buy," simultaneously raising his price target from $210 to $235. This new target implies a potential upside of 32% from current levels. Radke's optimistic stance is predicated on several key drivers: * Accelerated enterprise investment in artificial intelligence platforms * Increasing government defense and technology budgets * Modernization initiatives among U.S. allies * Potential contract awards from projects like the Golden Dome missile defense system * A post-2025 government shutdown spending catch-up effect The analyst forecasts a dramatic acceleration in revenue growth for 2026, projecting an increase between 70%...

These ten large-cap stocks were top performers last week. Are they a part of your portfolio? Hecla Mining Company (NYSE:HL) gained 29.31% this week. Precious metal stocks rose amid ongoing geopolitical tensions as the US dollar weakened. The commodity may be climbing due to investor expectations that the Fed will cut rates. First Majestic Silver Corp. (NYSE:AG) increased 26.57% this week. Venture Global, Inc. (NYSE:VG) jumped 21.6% this week. The company said the ICC issued a final arbitration award denying Repsol's claims and ordering it to pay VGCP's fees. Moderna, Inc. (NASDAQ:MRNA) rose 17.44% this week after new cancer trial data. The rally follows five-year follow-up results from a Phase 2b study of melanoma vaccine intismeran autogene (mRNA-4157) in combination with Merck’s immunotherapy Keytruda. New Gold Inc. (AMEX:NGD) gained 24.03% this week. Glass Lewis recommended New Gold shareholders vote "FOR" the Coeur Mining Inc. (NYSE:CDE) arrangement at the Jan. 27 meeting. The deal offers 0.4959 Coeur shares per New Gold share, and ISS also backed the transaction. Coeur Mining, Inc. increased 23.13% this week. United Microelectronics Corporation (NYSE:UMC) jumped 13.82% this week. Iamgold Corporation (NYSE:IAG) rose 1.21% this week. The firm said it produced 765,900 ounces of gold in 2025 and issued 2026 guidance targeting 720,000 to 820,000 ounces. Micron Technology, Inc. (NASDAQ:MU) jumped 13.21% this week. William Blair analyst Sebastien Naji initiated coverage on Micron with an Outperform rating. Korea Electric Power Corporation (NYSE:KEP) gained 15.29% this week.

印尼發生山泥傾瀉，至少16人死亡，約80人失蹤。 事發於西爪哇省西萬隆縣山區，昨日清晨三時許發生山泥傾瀉，30多間屋被埋，多人死亡和失蹤。當局出動200多名救援人員，聯同軍方和警方搜救，又指今次山泥傾瀉，可能由持續的暴雨引發，大約400名居民要緊急疏散。

芬蘭總理奧爾波展開訪華四天行程，聚焦加強經貿合作。外界亦關注中國和芬蘭會否在北極領域加強合作。 芬蘭總理奧爾波星期日凌晨抵達北京，工信部部長李樂成、芬蘭駐華大使明凱到機場迎接。 奧爾波是應國務院總理李強邀請訪華，是繼加拿大總理卡尼後，再有北極圈國家領袖到訪中國。 據芬蘭政府公布的行程，奧爾波會在1月25日至28日在中國訪問，星期二會晤國家主席習近平、總理李強，及全國人大委員長趙樂際，奧爾波亦會在星期一，會晤商務部部長王文濤。奧爾波將會在中芬創新企業合作委員會第六次會議上致辭。 中方早前指，去年雙邊貿易額逾80億美元。奧爾波有意深化雙邊經貿關係，並率領逾20間企業的高層代表團，涵蓋清潔能源、食品、機械等領域。中芬兩國企業將簽署多項商業合作協議，在綠色及創新等領域優勢互補。 芬蘭是北極理事會成員，中國則是該理事會的觀察員，外界關注，在美國威脅奪取格陵蘭，及對包括芬蘭在內的歐洲八國加徵關稅之際，兩國會否在北極領域加強合作。 中國透過參與該理事會的工作，曾經開展北冰洋科學考察等項目，中方指希望提供促進國際社會對話合作的平台。

今年1月1日，新年烟火点亮巴西里约热内卢的夜空。 （法新社） 巴西将对中国公民实施免签政策后，中国在线旅游平台的数据显示，巴西旅游相关搜索猛增，其中里约热内卢、圣保罗和巴西利亚是搜索热度最高的三座巴西城市。 巴西总统卢拉早前宣布，将对中国公民免除部分类别的短期签证要求，作为巴西公民赴华免签措施的互惠回应。 综合澎湃新闻和第一财经报道，这项消息带动巴西航空旅游相关搜索迅速猛增。去哪儿旅行数据显示，里约热内卢、圣保罗和巴西利亚是搜索热度最高的三座城市，搜索量环比上周有至少六倍以上增长。 截至星期六（1月24日）上午9时，中国飞往巴西利亚的搜索量一小时激增84%。飞往里约热内卢的搜索量较上一小时增长27%。 去哪儿旅行大数据研究院研究员杨涵提到，即将到来的2026年农历新年假期，巴西也跻身机票预订增速最快的国家第六名，同比增长1.7倍。

A surprise family member – a sweet, youthful tortoise – is staving off my maternal hunger pangs after our human offspring recently decamped It feels pathetic to admit this, but I’m still a bit unmoored by my sons leaving after Christmas. There’s a readjustment required every time – back to tidy silence, to my studiedly casual WhatsApps going unread, to imagining their days by checking their weather. With my caretaking impulses thwarted, I’m anxious and unsettled, forever offering unwanted care parcels and unsolicited advice. “Let them live their lives,” I bleat to myself, while doing everything but. In my defence, I wonder how natural it is to live in a monogenerational pod. My current round of wondering was prompted by reading about the rise of the “ stay-at-home hub-son ”. This subcategory of boomerang kids was first identified last year, after 28-year-old Brendan Liaw described himself as a professional stay-at-home son on the US quiz show Jeopardy!, prompting a rash of think pieces (and understandable eye-rolling in many communities where intergenerational living is commonplace). Continue reading...

Used in healing practices for centuries, modern versions of these spiky mats are increasingly popular, and many people find them invaluable. Here’s what the science says Ever since Keith, 39, from Kansas, was in a car accident in 2023, he has lived with “pretty much constant mid-back and shoulder pain”. Over-the-counter treatments didn’t touch the sides and he didn’t want to resort to opiates. “Having exhausted everything there was solid science for with no satisfaction, I delved into acupressure,” he says. He bought an acupressure mat made of lightly padded fabric, studded all over with tiny plastic spikes, to lay his back on, and was surprised to find that it actually helped. Acupressure mats, also known as Shakti mats, are inspired by the beds of nails that Indian gurus used for meditation and healing more than 1,000 years ago. While today’s mats have the nonthreatening sheen of a luxury wellbeing product, the spikes are no joke. In fact, the internet serves up a plethora of images of flaming, dented backs after their use – although you’re unlikely to seriously injure yourself using them. While the mats have been widely available for more than a decade, there has been a recent surge in mainstream interest. You may have seen them heavily advertised on your social media feed, the most prominent brand being Shakti Mat, made in India and costing up to £99 for the premium model. But Amazon is full of acupressure mats and pillows – Lidl recently stocked a mat and pillow combo for a tenner. Yet there is still no compelling evidence that they relieve stress, pain and sleep problems, or help with any other unmet health needs. Continue reading...

In his fresh intoxication with global conquest, Trump is following an established pattern – one that promises disaster To many observers, Donald Trump’s open bellicosity – his threats to attack Greenland and Iran, and his recent kidnapping of Venezuela’s president, Nicolás Maduro – looks like an ideological reversal. “Donald Trump betrayed his MAGA base today [by] launching a war of choice to bring regime change in Venezuela,” tweeted Democratic congressman Ro Khanna on 3 January. The day before, former Republican representative Marjorie Taylor Greene wrote : “President Trump threatening war and sending in troops to Iran is everything we voted against in ‘24.” On 20 January, National Public Radio reported that “Trump supporters share confusion and anger over the president’s focus on Greenland”. The sense of whiplash is understandable. As a candidate, Trump often denounced war. Now he is infatuated with it. But while Trump seems uniquely set on dismantling the postwar order in the service of his quest for global domination, there is precedent for his transformation. Continue reading...

The sudden removal of China’s two most senior generals is believed to be a stark warning underscoring President Xi Jinping’s zero-tolerance focus on Communist Party discipline and political purity ahead of two landmark events next year. Beijing announced on Saturday that Zhang Youxia , first-ranked vice-chairman of the Central Military Commission (CMC) and China’s top uniformed officer, was under investigation for serious disciplinary violations, as was Liu Zhenli , chief of the CMC’s Joint Staff Department. Their downfall leaves China’s supreme military command with only two members, chairman Xi and second-ranked vice-chairman Zhang Shengmin, who is in charge of discipline affairs within the armed forces. Advertisement The investigation comes as Beijing weighs both opportunities and risks ahead of two events next year: the 21st party congress, a five-yearly event marked by top-level reshuffles, and the PLA centenary, the deadline for the first major milestone in the People’s Liberation Army’s modernisation goals. Removing two senior military leaders ahead of these landmark events is bound to be viewed as a risky move, but observers said it revealed Xi’s resolve to prioritise discipline, focus and political purity above all else. Advertisement In a 2020 speech, Xi warned that conduct damaging the party’s purity persisted, citing unresolved “ideological impurity, political impurity, organisational impurity and conduct impurity”.

A writer-director from Stanmore in Middlesex whose short film has been nominated for an Oscar has said he feels “utterly overwhelmed” by the accolade. Lee Knight’s film A Friend of Dorothy, starring Miriam Margolyes and Stephen Fry, is in the running for best live action short. “This is a tough business where rejection is constant and it can be hard to stay afloat. But as storytellers we must never give up,” Knight, 42, told the Guardian. “We have a duty to put our stories out into the world for all to see. I hope this sends a message to any artist who feels their voice isn’t worthy.” The 22-minute film is a heartfelt intergenerational story of loneliness and unexpected friendships. Margolyes plays Dorothy, an elderly widow whose lonely life is transformed after a teenager accidentally kicks his football into her garden. Through their shared love of reading and reciting plays, they strike up an unexpected friendship. Alistair Nwachukwu plays the young neighbour JJ, and Oscar Lloyd plays Dorothy’s grandson. View image in fullscreen Miriam Margolyes plays Dorothy whose life is transformed after a teenager kicks his football into her garden. Photograph: Filthy Gorgeous Productions The film is inspired by Knight’s own friendship with a lonely widow, Shirley Woodham, who lived next door to him and his husband in a former council house until her death in 2022 aged 89. Its title is taken from the code used by gay people during times of persecution, Knight said, noting that it conveyed his early feelings of being an “outsider” as a gay man. He said: “I wanted the film to be an ode to a sanctuary place for someone that’s in the closet. ‘Friends of Dorothy’ was a coded way of describing gay men because Dorothy in The Wizard of Oz and her friends like the Tin Man were all a bit different. They were all misunderstood. View image in fullscreen Knight did not know Margolyes when he wrote his script for her. Photograph: Filthy Gorgeous Productions “For me, being a gay man and bein...

The singer-songwriter and actor on depression, becoming a sex symbol and rebelling in his 30s in his ‘middle-finger phase’ Born in Los Angeles in 1981, Josh Groban is a singer-songwriter and actor. His self-titled classical-crossover debut went five-times platinum in 2001, and he has since sold more than 25m albums. As an actor, he has appeared in films such as Crazy Stupid Love and TV shows The Office and The Simpsons. Groban made his Broadway debut in 2016 in Natasha, Pierre & the Great Comet of 1812 – a role that earned him a Tony award nomination. Groban performs his first UK show in six years at a one-off O2 event in London on 1 April. I went through a lot of phases when I was five – astronaut, firefighter, and, in this photo, cowboy. The look was inspired by the old country and western films I was watching, a kind of homemade blend of gunslinger and headband-wearing guitarist. And it wasn’t just for the back yard – I wore it everywhere. If I dropped something on the street, my mum would say, “Josh, cowboys don’t litter.” She was great at using whatever character I’d invented to teach me a lesson. Continue reading...

How can we accept that what feels like overwhelming love for someone is unrequited, and how can we get over it? HH, Suffolk, by email Post your answers (and new questions) below or send them to nq@theguardian.com. A selection will be published next Sunday. Send new questions to nq@theguardian.com. Readers reply True love is not transactional. If we only “love” on the expectation of being loved back, then it is not love, it is bartering. Love is unconditional. I love you, and that is all and everything. You do not need to do anything. You do not need to reciprocate. You do not even need to know. Violet_Femme I’d say the unrequited version is easier to deal with than the semi-requited version. If somebody makes it plain that they don’t find you appealing, it’s relatively easy to get over, especially if you avoid situations where they’re likely to be. Much more difficult, going on my younger days, is when they do see something attractive about you, things go on for a month or whatever and then that attraction, as far as they’re concerned, dissipates. PeteTheBeat I suffered as a teenager from unrequited love. I was able to move on by learning to love wisely a person who loved me back. When I did this, it was surprising to find that the objects of my unrequited love turned round and came after me. I was able to see them clearly then, and turn away. Teresa Rodrigues, by email Somebody – I think it might have been a French surrealist – said “I love you. What has that to do with you?” Who I love is my problem. Nobdy else, not even the object of my affections, is under any obligation to respond, or even care. You can’t always get what you want – I know who sang that – and it’s part of the general proposition that you will have learned from childhood to deal with disappointment, whether it’s a Labubu or world peace that you didn’t get. jno50 You can grow attached to an unrequited love object as a response to psychological trauma. It could take many years of therapy and life e...

Big Tech Earnings Land With 2026’s AI Winners Still In Question Bloomberg

Investors have made a pile of money recently by focusing on niche stocks in the AI trade. Earnings from some of the world’s biggest technology companies this week will offer an indication of whether they should stick to that strategy in 2026. The Magnificent Seven tech giants — Alphabet Inc. , Amazon.com Inc. , Apple Inc. , Meta Platforms Inc. , Microsoft Corp. , Nvidia Corp. and Tesla Inc. — have led the stock market higher for much of the past three years. But that reversed at the end of 2025 as Wall Street grew skeptical of the hundreds of billions of dollars the companies are spending to develop artificial intelligence and when the returns on those investments will materialize. An index tracking the group closed at a record on Oct. 29, and since then the shares of five of the seven members are down and trailing the S&P 500 Index . Alphabet, which has soared almost 20% during that stretch, and Amazon.com are the only stocks in the green. In response, traders have been piling into the recipients of Big Tech’s largesse. Memory and storage maker Sandisk Corp. is up more than 130% since the Magnificent Seven index hit an all-time high and then retreated, while Micron Technology Inc. has jumped 76% and Western Digital Corp. has gained gained 67% in that time. Power producers and generator makers have also advanced, and even materials companies are outperforming on expectations for accelerating economic growth and the appeal of cheaper valuations. “Tech has become more of a show-me story,” said Darrell Cronk , chief investment officer, wealth and investment management at Wells Fargo, which manages $2.3 trillion. “If Big Tech can continue to deliver, I think capital will start flowing in tech’s direction again.” Microsoft, Meta Platforms and Tesla report earnings on Wednesday, followed by Apple on Thursday. Alphabet, by far the best performer among the Magnificent Seven last year, reports on Feb. 4, while number two Nvidia’s results land on Feb. 25. Amazon.com reports o...

Photographer: Adam Gray/Bloomberg Investors have made a pile of money recently by focusing on niche stocks in the AI trade. Earnings from some of the world’s biggest technology companies this week will offer an indication of whether they should stick to that strategy in 2026. The Magnificent Seven tech giants — Alphabet Inc., Amazon.com Inc., Apple Inc., Meta Platforms Inc., Microsoft Corp., Nvidia Corp. and Tesla Inc. — have led the stock market higher for much of the past three years. But that reversed at the end of 2025 as Wall Street grew skeptical of the hundreds of billions of dollars the companies are spending to develop artificial intelligence and when the returns on those investments will materialize. Most Read from Bloomberg An index tracking the group closed at a record on Oct. 29, and since then the shares of five of the seven members are down and trailing the S&P 500 Index. Alphabet, which has soared almost 20% during that stretch, and Amazon.com are the only stocks in the green. In response, traders have been piling into the recipients of Big Tech’s largesse. Memory and storage maker Sandisk Corp. is up more than 130% since the Magnificent Seven index hit an all-time high and then retreated, while Micron Technology Inc. has jumped 76% and Western Digital Corp. has gained gained 67% in that time. Power producers and generator makers have also advanced, and even materials companies are outperforming on expectations for accelerating economic growth and the appeal of cheaper valuations. “Tech has become more of a show-me story,” said Darrell Cronk, chief investment officer, wealth and investment management at Wells Fargo, which manages $2.3 trillion. “If Big Tech can continue to deliver, I think capital will start flowing in tech’s direction again.” Microsoft, Meta Platforms and Tesla report earnings on Wednesday, followed by Apple on Thursday. Alphabet, by far the best performer among the Magnificent Seven last year, reports on Feb. 4, while number two Nv...

is a senior reviewer covering TVs and audio. He has over 20 years experience in AV, and has previously been on staff at Digital Trends and Reviewed. The Sony LinkBuds Clip are the company’s first clip earbuds. They follow the innovative donut-hole LinkBuds and LinkBuds Open and, like their predecessors, allow you to listen to music or podcasts, make phone calls, or be active outdoors while still maintaining awareness of your surroundings. The clip design has become more popular over the past couple of years, and while the LinkBuds Clip have a solid design and good sound, there’s nothing significant that sets them apart from competitors, especially at their $229.99 price. Like other open earbuds, the LinkBuds Clip wrap around your ear helix like an ear cuff. The small spherical speaker enclosure is positioned just outside your ear canal and is connected by a flexible band to a larger capsule-shaped housing that rests on the outside. I like the look of the Clip buds, with their slightly glossy enclosures and selection of subdued color tones, including lavender, green, greige (a grayish beige), and black. Some might prefer a bolder, flashier look, but I like the green sample Sony provided. You can also mix and match five different case covers — black, green, blue, coral, and lavender — to customize them. The Clip are intended to sit midway up your ear, but since everyone’s ears are different, there could be some adjustment to find the most comfortable spot for you (for me, it’s a little lower on my ear). Once you find the sweet spot, putting the earbuds on is quick and easy, although I found the fit a bit loose. The band isn’t as flexible as the one on the Shokz OpenDots One, which fit more securely around my ear. Instead, Sony includes silicone “cushions” that fit around the band. (Color-matching cushions come with the additional top case covers.) They gave me the secure fit I was looking for, and I was able to wear them for nearly an entire workday without discomfort...

Getty Images Introduction Starbucks ( SBUX ) has gone nowhere since 2022, offering only some opportunities for swing traders who buy at $75 and then sell as the stock approaches $100. China, which was once a real driver of growth, has turned into a bloodbath, so Starbucks announced that it will sell to the Chinese investment fund Boyu Capital 60% of its local retail business . But even its domestic operations have struggled, as U.S. consumers are becoming more cost-conscious and have traded down to cheaper coffee shops. India was considered to be the solution, but it seems that soft spending is an issue there, too. Meanwhile, Starbucks had to face increasingly high input costs, especially due to coffee and sugar, with the additional burden of seeing extra tariffs on key countries for coffee production, such as Brazil, Switzerland (yes, it is the second largest exporter of coffee), and Vietnam. Starbucks changed CEOs in an attempt to pursue a turnaround. It has also committed to dividend hikes, trying to soothe shareholders as the company is trying to figure things out. But this pushed the debt higher, and many investors fear that Starbucks' dividend policy may become unsustainable. This is why I argued several times that I don't think Starbucks represents a compelling turnaround opportunity . Starbucks is about to report its Q1 2026 earnings. Let's then prepare ourselves for what the company may announce. Starbucks' Q1 2026 Earnings Report Starbucks ended its fiscal year 2025 with a decent report , where global growth was 5%, with comparable store sales up by 1%. After bleeding for 7 consecutive quarters, the company was finally able to interrupt this losing streak, which is already a positive sign. However, Starbucks CEO Brian Niccol had to report that the company's operating margin declined by 500 bps to 9.4% because of input cost inflation. Thus, it is no surprise that the company's EPS was down 34% YoY to $0.52. Moreover, U.S. comparable sales were flat YoY: tic...

Gian Lorenzo Ferretti Photography/E+ via Getty Images Real Estate Weekly Outlook Ahead of a critical - and perhaps contentious - Federal Reserve rate decision, U.S. equity markets posted modest declines this past week as investors navigated a fresh bout of global rate volatility amid headline churn out of Davos and a sharp spike-and-reversal in Japanese bond yields. Markets drew relief from a de-escalation in the Greenland saga, with the White House backing away from military and tariff threats after agreeing to a NATO framework that would expand U.S. military and mining rights in the region. Hoya Capital Meanwhile, speculation ramped up around the next Fed Chair, with BlackRock’s Rick Rieder suddenly viewed as the betting favorite , a candidate that markets view as a pragmatic, centrist alternative to other, more ideological options. Posting modest declines for a second-straight week, the S&P 500 slipped 0.3% on the week. Reversing some of the recent "value rotation" seen in early 2026, the tech-heavy Nasdaq 100 eked out a gain of 0.3% - the only major benchmark in positive-territory on the week. Energy stocks led the gains as a massive winter snow and ice storm tightened near-term supply. Real estate equities stumbled as renewed volatility in rates reintroduced pressure on rate-sensitive sectors, while investors weren't particularly impressed by results from logistics giant Prologis. Following its best week since last April, the Equity REIT Index slipped 2.3% on the week, with 18-of-20 property sectors lower. The Mortgage REIT Index fell 2.1% while the Housing Index slipped 1.3% as mortgage rates bounced off of multi-year lows. Hoya Capital Briefly spiking to over 4.30% for the first time since August, the 10-Year Treasury Yield ultimately ended the week little-changed at 4.23%. The policy-sensitive 2-Year Treasury Yield was also little-changed at 3.60%. Swaps markets price in just a 3% probability of a rate cut this coming week, but still expect some cuts back-lo...

Demand for cheap U.S. natural gas continues to grow around the world. In this video, Motley Fool contributors Jason Hall and Tyler Crowe make the case for Chenier Energy (LNG +0.27%) and NextDecade (NEXT +0.77%). *Stock prices used were from the afternoon of Jan. 22, 2026. The video was published on Jan 25, 2026.

格隆汇1月25日｜方舟健客(6086.HK)发盈喜，预期于截至2025年12月底止年度录得净利润约700万元至1000万元，较截至2024年12月底止年度的除税前净亏损8.55亿元大幅转亏为盈。此外，收入于2025年度料将介乎约35亿元至35.5亿元，较2024年度的收入27.07亿元增长约30%。集团表示，预期收入增长主要乃由于公司面向消费者的业务分部持续增长。转亏为盈主要乃由于收入增长，以及以权益结算以股份为基础的交易减少。

Luckie8 President Trump’s effort to curb large investors in the single-family housing market could end up helping a different corner of Wall Street. His executive order restricts institutional buyers of existing homes but leaves build-to-rent developments untouched, The Wall Street Journal reported Sunday. Build-to-rent projects involve constructing new neighborhoods of single-family homes designed to be rentals from the start. Because they add supply rather than competing with individual buyers for existing homes, the model has largely avoided political backlash. That exemption could speed up a shift already under way among major housing investors. Firms such as Invitation Homes ( INVH ) and Pretium have slowed purchases of existing homes and increasingly favor build-to-rent communities as prices and mortgage rates rise. The change could reshape suburban housing. Build-to-rent developments typically require large tracts of land and are most common outside cities. As a result, suburbs long dominated by homeowners may see a higher share of renters over time. Higher mortgage rates Wall Street entered the single-family rental business after the 2008 housing crash, buying foreclosed homes at steep discounts. But that strategy has become less attractive. Institutional purchases of individual homes fell sharply after mortgage rates jumped in 2022, according to housing researchers. At the same time, build-to-rent construction has surged. More than 320,000 such homes have been built since 2012, with most of that growth occurring in the past five years. Investors are also buying large batches of newly built homes directly from major builders. Supporters say the model benefits renters who want single family homes in areas where buying is out of reach. Investors also prefer it because managing entire communities is cheaper than overseeing scattered properties. The exemption also offers political protection. By focusing on new construction, build-to-rent firms argue they are ex...

MSFT Stock Today: January 25 AI Ads Surge Meets Backlash Risk Meyka

Fuelled by revenge, dismissing doubters and upturning narratives, Alex de Minaur is within reach of somewhere he has never been. The home hope blitzed his bogeyman Alexander Bublik in just 92 minutes on Sunday night to book a place in his seventh grand slam quarter-final, and a tantalising showdown with the top seed Carlos Alcaraz. Sunday’s match finished in a blink, 6-4, 6-1, 6-1, before the sun went down over a surprisingly chilly Rod Laver Arena that left the Kazakhstani cussing to his coach about the conditions. De Minaur said he “wanted my revenge” against an opponent who had come back to beat him twice in 2025 and who is already a tournament winner in 2026. “I was very pleased with getting over the line and not getting into trouble,” the No 6 seed said. “He can so easily get back into a match, slap a couple of winners, and all of a sudden, the match just goes sideways.” Alcaraz now stands in front of Australia’s highest Melbourne Park men’s seed in two decades. The career-best form of De Minaur only builds anticipation for a clash that had already been circled when the draw was released 10 days ago. Famously, De Minaur has never gone beyond the quarter-finals of a grand slam despite getting there six times, including last summer in Melbourne when he was helpless against a rampant Jannik Sinner. He has not beaten Alcaraz in five meetings. The Australian said he recognised Tuesday would be his “toughest test yet”, and he believed Alcaraz was becoming more focused in matches. “In the past, he’s maybe had times where he’s maybe been able to give you a couple of cheap points here and there and let opponents get into the match, and he’s been working on that, so he’s going to only make it harder.” De Minaur seems to be a different player at Melbourne Park this year, too, after trouncing first No 29 seed Frances Tiafoe and now Bublik. The latter had already won a lead-in tournament in Hong Kong three weeks ago and, at No 10, is at a career-high rank. Now, he is also t...

AMD to use RDNA5 for premium iGPU solutions, but RDNA3.5 to remain the core of AMD portfolio until 2029 VideoCardz.com

格隆汇1月25日｜受沙特阿拉伯正式实施新规、允许外国人拥有更广泛的当地房地产资产影响，沙特房地产开发商股价创下四个月来最大涨幅。周日，沙特证交所房地产管理与开发指数大涨4.5%，其17只成份股全线飘红。其中，麦加建设发展公司以约10%的涨幅领涨，达尔阿肯房地产紧随其后。Amwal Capital Partners创始合伙人兼首席投资官Fadi Arbid表示：“这是一个渴求利好消息的市场。向外资开放房地产市场，特别是麦加和麦地那，显然是一件好事。”尽管关于外资所有权规则的具体细节较少，但沙特最新声明显示，该国正推进允许外国人持有住宅、商业、农业及工业房产的计划。根据新法，非沙特籍人士亦可购置土地。作为摆脱石油依赖、实现经济多元化努力的一部分，沙特于去年7月批准了房产所有权法的全面修订，旨在吸引外国买家涌入这个海湾地区最大的经济体，并加速必要的基础设施建设。

DNY59/E+ via Getty Images Value stocks started outperforming the SP500 My investment analysis for this article is twofold. First, I want to review recent market data to argue that a rotation from growth to value is underway. And second, I want to identify the top reasons that can cause the rotation to continue or even accelerate in the near future. Let me start with the first part of my argument. The piece is quite straightforward in my view: after lagging the SP500 for years, value stocks have begun to outperform lately. As an example, the chart below compares the price performance of the SPY as a proxy for the SP500 index against two popular funds with a strong value flavor: Vanguard S&P 500 Value Index Fund ETF Shares ( VOOV ) and the Schwab U.S. Dividend Equity ETF ( SCHD ). SPY has been leading both funds by a large gap in the past 10-year, 5-year, and also 3-year timeframes. But recent performance shows a reversal favoring value-oriented funds. For example, in the last month, SCHD gained 5.81 percent and VOOV gained 1.45 percent, while SPY struggled with volatility and stayed essentially flat (with a 0.18 percent gain). This trend is similar in the past 3 months too and is more pronounced in terms of total returns, as both VOOV and VYM pay higher yields than SPY. Seeking Alpha Fund flow data in focus Investors always vote with their feet—or - or money, and the latest fund flow data clearly show this. As an example, the next 3 charts show the fund flow data in the past month for SPY, VOOV, and also SCHD. As seen, SPY ETF has suffered A) a net negative flow over this period of -$4.6B, and also B) far more trading days with negative fund flows than days with positive flows. In contrast, VOOV has only experienced net positive flows in the past month. Admittedly, being a relatively smaller fund (with an AUM of around $6B, vs. about $700 billion for SPY), the data can be sporadic. This is where SCHD came to help out. With a far larger AUM of around $76 billion, the ...