China reportedly has approved the sale of Nvidia H200 chips to certain tech companies there. This came despite its desire to build its own AI chips and not rely on America.

HERNDON, Va., Jan. 28, 2026 (GLOBE NEWSWIRE) -- Navient (Nasdaq: NAVI) today posted its 2025 fourth quarter financial results. Complete financial results are available on the company’s website at Navient.com/investors. The materials will also be available on a Form 8-K on the SEC’s website at www.sec.gov. Navient will hold a live audio webcast today, Jan. 28, 2026, at 8 a.m. ET, hosted by David Yowan, president and CEO, and Steve Hauber, CFO. The webcast will be available on Navient.com/investors. Supplemental financial information and presentation slides used during the call will be available no later than the start time. A replay of the webcast will be available shortly after the event's conclusion. About Navient Navient (Nasdaq: NAVI) creates long-term value for customers and investors with responsible lending, flexible refinancing, trusted servicing oversight, and decades of education finance and portfolio management expertise. Through our Earnest business, we help customers confidently achieve financial success through digital financial services. Our employees thrive in a culture of belonging, where they are supported and proud to deliver meaningful outcomes. Learn more on Navient.com. Contact: Media: Cate Fitzgerald, 703-831-6347, catherine.fitzgerald@navient.com Investors: Jen Earyes, 571-592-8582, jen.earyes@navient.com

pcess609/iStock via Getty Images By Ashok Bhatia, CFA Anu Rajakumar: Artificial intelligence isn't just a stock market story anymore. It's become one of the biggest borrowers in global bond markets, with an AI-driven financing wave sweeping through credit. How sustainable is this AI debt supercycle? What happens if the trillions earmarked for data centers, chips, and power infrastructure don't deliver the returns investors are banking on? How should fixed-income investors think about the risks and opportunities of AI alongside the broader outlook for bonds in 2026? My name is Anu Rajakumar, and today I'm joined by Ashok Bhatia, Chief Investment Officer and Global Head of Neuberger Berman's Fixed Income. Together, we're going to unpack what's behind the AI debt supercycle, where we see the most compelling opportunities, and what the biggest potential missteps might be for bond investors. Ashok, welcome back to the show. Ashok Bhatia: Hi, Anu. Great to be back. Anu: Before we plunge into AI, I do want to set the scene for our listeners. We've just started a new year, Ashok. What's your outlook for fixed-income markets overall, and how are you and your team positioning portfolios for that environment? Ashok: Well, I think, just to start, maybe I'll spend a few minutes, just real quick, on macro, rates, credit, just some high-level thoughts from us. I think macro is relatively straightforward. We think the US will grow 2.5% this year, so that's up a little bit, up a couple of tenths from where 2025 likely ends up. We think the unemployment rate will continue to rise modestly. The unemployment rate in the US right now is about 4.4%. We think it'll go up to about 4.8%, so a moderate rise from here. I think, importantly, we think inflation - and this may be where we differ from consensus the most - we think inflation will be well-behaved this year. Core inflation in the US is right now around 2.5%, 2.6%, and we think that's where it will end up at the end of 2026. Importan...

"Even though our journeys started around the same time across the Atlantic from each other, we have our shared love for music and the culture, and in making sure we continue to have spaces that celebrate talent and share our stories," she adds.

Valens Semiconductor ( VLN ) plans to cut about 10% of its workforce across several departments as part of an efficiency drive to focus on its fastest-growing business areas. The plan is expected to be completed during the second quarter of 2026 and help the company save around $5M annually in operating expenses. "Despite the revenue growth momentum we reported in our latest earnings call, we are implementing this efficiency plan in order to optimize our cost structure, and to concentrate resources on our core business segments, where we have demonstrated meaningful achievements and see significant growth opportunities," said Yoram Salinger, CEO of Valens Semiconductor, "The company is committed to providing support and assistance to all impacted employees". Valens ( VLN ) will release its fourth quarter and full year 2025 financial results before the market opens on Wednesday, February 25, 2026. VLN +2.7% premarket to $1.89 Source: Press Release More on Valens Semiconductor Valens Semiconductor: A Rerating That Just Started Valens Semiconductor: Sell The 65% Pop, Fundamentals Are Flimsy Valens Semiconductor Ltd. 2025 Q3 - Results - Earnings Call Presentation Valens Semiconductor Non-GAAP EPS of -$0.04 beats by $0.03, revenue of $17.3M beats by $1.9M Valens Semiconductor Q3 2025 Earnings Preview

Andrii Dodonov/iStock via Getty Images Thesis USA Compression ( USAC ) is expected to close out 2025 with what should amount to a neutral free cash flow position after paying its hefty distribution. This is a large accomplishment for a firm that has historically run in the red following distribution payments. I last provided an FCF analysis of the company in July of 2025. Since then, the company has slightly improved EBITDA guidance while also trimming capital expenses. However, 2026 appears to be positioned for a step change improvement in free cash flow. This improvement stems from the acquisition of J-W Power Company. The deal was struck at accretive terms that not only improve the company's FCF profile but also aid in the company's deleveraging strategy. As a result, I expect distribution growth can be a real prospect in 2026. These factors, as well as a positive outlook for natural gas compression, give me confidence in maintaining a BUY rating for the company. Previous Coverage In July, I provided an assessment of USAC's FCF profile (shown in the table below). Since then, the company has slightly improved its full-year EBITDA projections, as well as modestly trimming its CAPEX guidance. In total, after the first nine months of the year, the company appears on track to achieve my projection of a neutral FCF profile. July 21st FCF Assessment (USAC 10-Q/10-K reports) The new EBITDA guidance of $615 million at the midpoint bodes well for investors who may have been worried about the distribution coverage. The company that has consistently maintained its distribution rate for nearly 10 years now also has balanced its budget to ensure this payment is financially secure for its unit holders. Data by YCharts More importantly, this neutral position should allow the firm to stabilize its debt position. As shown below, the company's debt position has stabilized in recent years as the company's earnings have come more in line with the large distribution. Data by YCharts C...

Welcome to India Edition, Bloomberg’s daily dive into what’s moving the worlds of business, markets and politics in this dynamic, fast-paced economy. I’m Shruti Srivastava , Bloomberg’s India Economy and Trade Reporter in New Delhi, filling in for Menaka. If you didn’t receive this directly in your inbox, you can subscribe here , and share feedback with us here . Today we look at the leadership vacuum in the India’s most industrialized state, and the finer points of the trade deal with the European Union. Ajit Pawar, the 66-year-old deputy chief minister of Maharashtra, and four others were killed Wednesday morning when their aircraft crash-landed in Baramati. I spoke to my colleague and Bloomberg’s South Asia Political Reporter in New Delhi, Swati Gupta, to get a sense of the political fallout. This is what she told me: Pawar’s death is expected to unsettle his Nationalist Congress Party, strain the state’s Bharatiya Janata Party-led coalition government, and add to the broader political uncertainty in Maharashtra. Outspoken and ambitious, Pawar broke away from his uncle Sharad Pawar’s party in 2023, and along with some loyalists, joined forces with the BJP. He won a legal battle to retain the name and symbol of the party that his uncle had founded almost three decades ago — a move that split both the party and the Pawar family. Political observers see his death reigniting a battle for the NCP’s identity, a play for its four members in the parliament, and for the 40 state legislators in the BJP-led coalition. The alliance won more than 230 out of the 288 seats in the legislative assembly in 2024, and can comfortably maintain control of the state, with or without the NCP’s support. The incident, however, has left the leadership of one of India’s most consequential regional parties in flux — in a state that contributes more than 10% of the country’s GDP. Next up in this edition, the stories you need to read, watch or listen to from us today. Best of Bloomberg Across ...

While the Vienna Convention goes on to say that consent may be assumed in certain cases, they are limited to incidents where "prompt protective action" is required, such as in the case of a fire or some other disaster.

财联社1月28日讯（编辑 张良 实习生 黄家辉） 昨日，江西赣锋锂业集团股份有限公司（简称“赣锋锂业”，002460.SZ / 1772.HK）披露了2025年度业绩预告，公司预计2025年实现归属于上市公司股东的净利润为11亿元至16.5亿元，较上年同期亏损20.74亿元实现扭亏为盈，同比增长153.04%至179.56%。尽管账面利润实现大幅反转，但2025年扣除非经常性损益后的净亏损为3亿元至6亿元，主营业务盈利能力持续承压。 公开资料显示，赣锋锂业成立于2000年，注册地址位于江西省新余市，是全球领先的锂生态企业，业务贯穿上游锂资源开发、中游锂盐深加工及金属锂冶炼、下游锂电池制造及退役锂电池综合回收利用。公司拥有五大类逾40种锂化合物及金属锂产品的生产能力，是锂系列产品供应最齐全的制造商之一，产品广泛应用于电动汽车、储能、3C产品、化学品及制药等领域。 表 1：关键盈利指标对比（单位：亿元） 从盈利端来看，2025年公司业绩呈现“账面扭亏、主业仍亏”的分化态势，扭亏的原因主要依赖非经常性损益支撑。核心业绩驱动因素包括：报告期内公司持有的Pilbara Minerals Limited（PLS）股票价格上涨产生公允价值变动收益约10.3亿元（领式期权对冲后），以及转让控股子公司深圳易储数智能源集团有限公司部分股权确认投资收益。值得关注的是，按业绩预告区间测算，第四季度单季扣非净利润预计为3.42亿元至6.42亿元。 表2：资产负债指标对比（单位：亿元） 从资产负债结构来看，2025年三季度末总资产较上年末增长9.29%，总负债增幅达19.19%，推动资产负债率从52.80%升至57.59%，财务杠杆有所上升。有息债务规模达369.36亿元，较去年同期增长5.42%，其中短期债务192.59亿元，长期债务176.77亿元。 存续债方面，公司目前存续债券4只，余额25.1亿元；存续中资离岸债1只，余额12.38亿港元。 2025年12月，东方金诚维持赣锋锂业主体信用等级为AAA，评级展望为稳定。东方金诚同时指出，公司锂资源储量丰富，随着马里Goulamina锂辉石项目、阿根廷Mariana锂盐湖项目投产及产能释放，原材料保障能力将逐步增强，垂直一体化的产业链优势提升，仍将保持极强的市场竞争力。 东吴证券预计2026年公司锂盐出货量21万吨，同比+25%，若按照碳酸...

大搞权钱交易，利用职务上的便利，为他人在贷款审批、资金募集、职工岗位调整等方面谋取利益，非法收受巨额财物 【财新网】 接受调查八个月后，农行原首席专家兼浙江省分行原党委书记、行长冯建龙被开除党籍、移送司法。 冯建龙于2025年5月7日被宣布接受调查。此前数日，财新独家报道了冯建龙及多位关系人被有关部门带走的消息，线索指向他离开农行之后在一家私募基金任职之事，涉嫌违规收取民企老板巨额财物（参见财新我闻2025年4月25日《 又一大行昔日“明星”分行行长被带走 牵连甚广、案由浮现 》；2025年5月7日《 农行浙江分行原行长冯建龙投案 牵连多人被查 》）。

欧洲联盟空间计划局宣布，已签署新协议，将采用欧洲阿丽亚娜 6 型运载火箭发射第二代伽利略卫星。 根据这份于周二公布的协议，去年完成首次飞行任务的阿丽亚娜 6 型火箭系统，将承担两颗伽利略 L18 卫星的发射任务。 欧盟此前一直委托埃隆・马斯克旗下的太空探索技术公司发射伽利略星座等战略卫星，该星座为欧盟提供独立于美国全球定位系统的自主定位服务。 自美国总统唐纳德・特朗普去年重返白宫后，欧盟进一步加大了在防务和安全领域追求自主独立的力度。 不过欧洲的商业卫星企业目前仍在使用成本更低、运力也更强的太空探索技术公司的发射服务。 责任编辑：郭明煜

专题：聚焦美股2025年第四季度财报 通用电气 能源公司上调年度收入预期 通用电气能源周三上调了其年度营收预期，原因是数据中心蓬勃的电力需求推动了其电力和电气化部门订单的强劲增长。 通用电气能源预计2026年的营收将达到440亿至450亿美元，相较于此前的预期为410亿至420亿美元。 在电力和电气化部门增长的带动下，该公司本季度的订单额达到593亿美元，与去年同期相比增长了34%。 电气化部门的核心利润为5.05亿美元，比去年同期增长78.4%；电力部门的核心利润为9.71亿美元，增长近20%。 根据LSEG编制的数据，分析师平均预计该公司2026年的年收入将达到419.7亿美元。 责任编辑：刘明亮

Key Points Chewy has been steadily growing, despite some deep-pocketed competition. It has struggled, but has posted solid numbers recently. 10 stocks we like better than Chewy › There are multiple reasons you might want to invest in shares of Chewy (NYSE: CHWY) stock. A key one, to me, is its valuation. Its recent forward-looking price-to-earnings (P/E) ratio of 24 is well below its five-year average of 73, and the recent price-to-sales ratio of 1.1 is well below the stock's five-year average of 1.4. The stock has not been a phenomenal performer lately, though, with its shares averaging annual losses of 21% over the past five years. Thus, you should be quite confident that it will be growing before you devote your hard-earned dollars to it. Let's take a closer look at why you might -- or might not -- want to invest in Chewy. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Chewy is primarily an e-commerce business, specializing in products and services for pets. When you think e-commerce, you probably think of Amazon.com, and Amazon has indeed been a rival for a long time, as has Walmart. But they have not killed off Chewy -- whose revenue has been growing -- at a slow but steady pace. One growth driver has been its autoship service, permitting customers to set up subscriptions for items such as dog food or cat litter. These give Chewy more dependable revenue. Chewy is also expanding into pet insurance, veterinary telehealth, and pet prescriptions. Chewy's third-quarter earnings report featured: Revenue up 8.3% year over year, and increased earnings, too. Increased net and gross profit margins. Autoship revenue growing by 5% and making up about 84% of total sales. Another plus for Chewy is customer loyalty. There are many stories of customers being bowled over when the company sent condolence cards for pets that passed away, or offered other acts...

(RTTNews) - GE Vernova Inc. (GEV) announced a profit for its fourth quarter that Increased, from last year The company's bottom line totaled $3.664 billion, or $13.39 per share. This compares with $484 million, or $1.73 per share, last year. The company's revenue for the period rose 3.8% to $10.956 billion from $10.559 billion last year. GE Vernova Inc. earnings at a glance (GAAP) : -Earnings: $3.664 Bln. vs. $484 Mln. last year. -EPS: $13.39 vs. $1.73 last year. -Revenue: $10.956 Bln vs. $10.559 Bln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

硕贝德（300322）公告，预计2025年度净利润为6000万元—7000万元，上年同期亏损6445.9万元。报告期内，得益于消费电子（881124）、新能源汽车（885431）市场需求增长及新项目量产交付，公司天线、线束及连接件、散热模组、智能传感模组业务的出货量均持续攀升，其中手机天线、汽车天线和线束业务营收及利润大幅增长，公司整体业绩显著提升。

1月27日，安踏宣布以每股35欧元的价格收购彪马（Puma）29.06%的股份。斥资约122.8亿人民币后，安踏取代皮诺家族成为彪马第一大股东，日益庞大的安踏宇宙再添新丁。 愿意接受62%的溢价拿下彪马，大老板丁世忠给出的解释是：看重彪马的长期价值和潜力，而过去几个月的股价并未充分反映出彪马的实力[1]。 这句话翻译一下就是：彪马管理层太菜，导致公司经营水平和品牌影响力不匹配；耐心资本太少，把彪马卖成了一个值得安踏出手的抄底价。 过去一整年，彪马股价跌幅近50%，寻求出售的消息不胫而走。去年8月开始，就陆续传闻彪马“接触包括安踏在内中国运动品牌及其它意向买家”，最终花落安踏，应该也不会太让业界意外。 在拯救运动市场落魄豪门这件事上，安踏妙手回春的战绩可谓汗牛充栋： FILA被拉扯成第二增长曲线，始祖鸟升咖户外爱马仕，迪桑特通吃东北老铁和陆家嘴金融男。去年4月安踏收购户外品牌Jack Wolfskin（狼爪），大改造还在紧锣密鼓进行，如今将彪马收入囊中，在商场跟可隆做邻居指日可待。 如果一个运动品牌知名度不错、但经营状况不佳，管理层就应该扪心自问：为什么安踏的投资并购部门还不给我打电话？ 及时上岸 作为安踏的老熟人，彪马1999年就进入了中国市场，当年的安踏成立不到十年，还是李宁口中做代工的“晋江品牌”[2]。 没想到风水轮流转，如今安踏的市值已经是7个彪马有余。通过一系列多元化扩张，安踏已经和同一条起跑线上的晋江兄弟拉开了结构性的差距。 反倒是彪马历经多轮裁关店，和曾经那个与阿迪耐克三分天下的辉煌年代渐行渐远。 被安踏收购前，彪马的利润水平不及安踏的1/4、耐克的1/2，和表哥阿迪达斯一同处于低位，营收增速也在四年之间从30%放缓到不足5%。 2025年三季度，彪马在各大地区的销售额一律下滑，拉美降得最多，亚太次之，随之而来的库存压力再增17%，大约积压了173亿的库存。累计三个季度下来，彪马的亏损已达到约25亿人民币。 财报发布同期，彪马三年内更换的第二位CEO亚瑟·霍尔德（Arthur Hoeld）走马上任，在电话会上挨个解剖彪马的沉疴宿疾，包括： 1.缺乏品牌热度；2.产品线过于繁杂；3.对批发渠道的依赖超过行业基准线；4.过度依赖低价甩卖清库存，损害品牌形象。 其中1和2是凑数的，相当于公司发不出年终奖把锅甩给大环境。3和4互为表里，是运动品牌陷入困境最典型...

格隆汇1月28日｜据36氪，月之暗面Kimi 27日发布的K2.5模型在上线一天后已登顶全球多个榜单。在权威榜单LMarena上，Kimi K2.5中仅次Claude opus 4.5、Genimi3 Pro等闭源模型，位居开源榜首。在著名独立评测机构Artificial Analysis的榜单中，Kimi K2.5位列第5，也在所有开源模型中排名最高。

格隆汇1月28日｜据界面，北京时间1月28日下午，英国首相斯塔默乘机抵达北京首都国际机场，开启为期4天的访华行程。英国政府公布的代表团名单显示，随同斯塔默访问的有超50家企业高管和机构代表，其中包括空客总法律顾问兼公共事务主管约翰·哈里森（John Harrison）、阿斯利康全球首席执行官苏博科、渣打集团首席执行官温拓思、汇丰集团主席利伯特、葛兰素史克董事会主席司明麒、英国航空首席商务官Colm Lacy、英美资源集团董事长钱思铎、安本集团首席执行官Jason Windsor、捷豹路虎首席执行官Pathamadai Balaji、迈凯伦首席执行官Nicholas Collins、保诚集团首席执行官华康尧、世界职业台球和斯诺克协会（世台联）主席杰森·弗格森和英中贸易协会主席吴思田，涵盖金融、医药、制造业、文化等领域。中国外交部发言人在谈及斯塔默访华时指出，当前国际形势变乱交织，中英作为联合国安理会常任理事国，保持沟通、加强合作，符合两国人民共同利益，也有利于促进世界和平稳定与发展。

格隆汇1月28日｜麦格米特(002851.SZ)公告称，公司拟使用合计8.3563亿人民币（其中自有资金3086.78万元人民币，募集资金8.04766亿人民币）对全资子公司麦格米特香港有限公司进行分期增资，并由香港麦格米特对其子公司ALTATRONIC INTERNATIONAL CO., LTD.进行分期增资8.3563亿人民币，用于公司募投项目“泰国生产基地（二期）建设项目”的建设。增资完成后，香港麦格米特的注册资本由2,800.10万美元增至14,406.7879万美元，泰国公司的注册资本由59,400万泰铢增至431,848.6473万泰铢。

CharlieAJA/iStock via Getty Images Shares of Elevance Health ( ELV ) continued to tumble in the premarket on Wednesday following a ~15% decline in the previous session after the Indiana-based managed care firm announced its Q4 2025 results, becoming the latest health insurer to project a drop in its annual revenue for this year. UnitedHealth Group ( UNH ) led a selloff among managed care peers on Tuesday after the Minnesota-based health insurer, the number one player in the Medicare Advantage market, estimated an annual revenue decline for the first time in more than three decades. Adding to the misery was an unfavorable Medicare rate decision, which proposed roughly flat reimbursement rates for Medicare Advantage insurers in 2027. With its Q4 2025 results on Wednesday, Medicaid-driven Elevance Health ( ELV ) estimated its total operating revenue to record a low single-digit decline in 2026, generating at least $25.50 of adjusted diluted earnings per share . Wall Street projects the company to record $26.80 of adj. EPS on $203.6B of revenue with a ~3% YoY topline growth this year. Elevance ( ELV ) shares fell ~6% in the premarket after the announcement, while its Medicaid-led peers Centene ( CNC ) and Molina Healthcare ( MOH ) also traded lower. More on Elevance Health Elevance Health: The Potential Turnaround The Market Isn't Pricing In Elevance Health, Inc. (ELV) Presents at UBS Global Healthcare Conference 2025 Transcript Elevance Health reports mixed Q4 results; initiates FY26 outlook Humana, other insurers fall on flat rates for Medicaid Advantage payments in 2027 Seeking Alpha’s Quant Rating on Elevance Health

文章提及标的 麦格米特 -- 中国银行 -- 麦格米特（002851）公告，拟使用合计8.36亿人民币(其中自有资金3086.78万元人民币，募集资金8.04766亿人民币)，折合美元约1.16亿美元对全资子公司麦格米特（002851）香港有限公司进行分期增资，并由香港麦格米特（002851）对其子公司(即公司孙公司)ALTATRONICINTERNATIONALCO.,LTD.进行分期增资8.36亿人民币，折合泰铢约37.24亿泰铢(具体按届时中国银行（HK3988）挂牌价人民币兑换泰铢汇率(中间价)作为基准换算泰铢)，全部计入注册资本。

关于字节跳动的估值，向来众说纷纭，最近比较公允的一个数值是4800亿美金，风投女王徐新是按照这个估值从字节早期投资方手上买下了部分股权的。 这意味着在资本的眼中，字节跳动（ByteDance）彻底超越了阿里巴巴，同时在各个赛道上对阿里和腾讯造成冲击。 为了理解这个体量的恐怖，我们需要一把旧BAT时代的标尺：百度。 考虑到一定波动性，今天，按市值计算， 一个字节跳动，接近于10个百度。 旧的“BAT”铁三角（百度、阿里、腾讯）早已解体，取而代之的是更加血腥的“新BAT”格局——B（ByteDance）成为了新的引力中心，A（Alibaba）在AI时代重塑阿里，T（Tencent）则依靠深不见底的社交与游戏护城河与之对峙。 新BAT十年战争 的本质，是互联网核心稀缺资源的转移：从2016年争夺用户注意力的流量战争，到2020年争夺用户钱包份额的交易战争，再到2024年随着生成式AI爆发而升级的智能战争。 我们试图复盘这十年的硝烟与变革，剖析巨头们如何在抢时间、抢钱包与抢“大脑”的战役中攻守易形。 流量战争 (2016-2019) 2016年是中文互联网的分水岭。 智能手机出货量见顶，人口红利逐渐减退，移动互联网看起来进入存量博弈时代。 此时的腾讯凭借微信和QQ坐拥10亿级用户，看似高枕无忧；阿里巴巴在电商领域一骑绝尘；而百度则在移动端转型的迟缓而显露疲态。 就在巨头们以为格局已定时，字节跳动（当时更多被称为今日头条）正在酝酿一场颠覆性的风暴。 张一鸣的哲学非常简单且致命： 信息找人 。在传统门户和搜索引擎依赖用户主动获取信息的时代，字节跳动构建了一个基于机器学习的推荐引擎。 这一引擎不依赖社交关系链（不同于腾讯），也不依赖明确的搜索意图（不同于百度），而是通过用户的每一次点击、滑动和停留，精准描绘出用户画像，从而实现内容的“投喂”。 2016年9月，抖音（Douyin）上线。 起初，这被视为秒拍和快手之外的一个跟随者。然而，抖音做对了一件关键的事情：它没有像快手那样专注于“下沉市场”和“公平流量分发”，而是选择了“中心化”的算法分发，配合全屏沉浸式的浏览体验，将内容的致幻性推向了极致 。 时间黑洞形成了。抖音利用高强度的视觉刺激和精准的算法反馈，制造了一个“时间黑洞”。 用户不再是使用APP，而是“被”APP使用。 根据QuestMobile的数据，到2019年，短视频...

专题：聚焦美股2025年第四季度财报 查看最新行情 德州仪器 的股价在周三的盘前交易中上涨了7%，因为其乐观的季度预测显示，人工智能数据中心的繁荣推动了对英伟达先进处理器以外的芯片的需求。 德州仪器（TI）周二预测第一季度利润和营收将高于预期，主要得益于模拟芯片销售强劲，尤其是在数据中心。 德州仪器生产用于数据中心信号转换和电源管理的模拟芯片，与英伟达快速、高价的人工智能图形芯片不同，并受益于科技公司为实现人工智能雄心而加强计算基础设施的需求激增。 伯恩斯坦分析师表示，数据中心可能有助于支持到2026年的增长。 但一些分析师表示，资本支出问题仍是潜在的不利因素。 “TI将参与经济好转；这应该是相对没有争议的，” 摩根士丹利 （Morgan Stanley）分析师在一份说明中说。 摩根士丹利补充说：“但是，5年的资本支出使股本回报率大幅下降，因为股本在5年中增长了近70%，而财产、厂房和设备（PP&E）在这段时间内增长了4倍，”而净收入在一个周期到下一个周期之间基本保持不变。 全球内存芯片短缺也给个人电子领域的终端市场需求蒙上了阴影，研究人员预计智能手机和个人电脑（德州仪器的主要市场）的销售将受到影响。 摩根士丹利补充说，但由于全球工厂利用率较低，德州仪器不太可能出现供应短缺，尽管地缘政治风险仍然难以预测，以美国为中心的生产可能使德州仪器面临海外关税。 对于第一季度，德州仪器预计收入在43.2亿美元到46.8亿美元之间，高于LSEG预计的44.2亿美元。 “我们需要另一个连续增长的季度来获得可持续性的信心，这与首席执行官哈维夫-伊兰（HavivIlan）所说的‘我们得看看结果如何’是一致的，”摩根士丹利指出。 2025年，该公司股价下跌了7.5%，12个月的远期市盈率为30.95，而竞争对手AnalogDevices为29.50。 责任编辑：刘明亮

As the S&P 500 reaches new heights and the tech-heavy Nasdaq experiences a robust rally, driven by strong performances in technology stocks, the U.S. market is buzzing with optimism despite mixed signals from other sectors like healthcare. In this environment of heightened interest in technology shares, investors are keenly watching high-growth tech stocks that have shown resilience and potential for expansion, making them intriguing options to consider amidst current economic dynamics. Top 10 High Growth Tech Companies In The United States Name Revenue Growth Earnings Growth Growth Rating Marker Therapeutics 62.86% 62.39% ★★★★★★ Palantir Technologies 25.99% 29.88% ★★★★★★ Workday 11.18% 32.27% ★★★★★☆ Kiniksa Pharmaceuticals International 15.06% 31.65% ★★★★★☆ Cellebrite DI 15.29% 20.24% ★★★★★☆ RenovoRx 59.12% 64.21% ★★★★★☆ Procore Technologies 11.50% 60.07% ★★★★★☆ Zscaler 15.86% 45.93% ★★★★★☆ Circle Internet Group 25.12% 83.79% ★★★★★☆ Duos Technologies Group 53.76% 155.11% ★★★★★☆ Click here to see the full list of 75 stocks from our US High Growth Tech and AI Stocks screener. Here we highlight a subset of our preferred stocks from the screener. Simply Wall St Growth Rating: ★★★★☆☆ Overview: MongoDB, Inc. offers a general purpose database platform globally and has a market capitalization of approximately $33.47 billion. Operations: The company generates revenue primarily from its data processing segment, which amounts to approximately $2.32 billion. MongoDB's recent integration of AI capabilities and strategic share repurchases underscore its proactive stance in the high-growth tech sector. By melding Voyage AI's advanced models into its core offerings, MongoDB has enhanced its platform's ability to support sophisticated applications, a move that aligns with the increasing demand for integrated AI solutions in database management. This innovation is supported by a robust financial strategy; from August to October 2025, MongoDB repurchased shares worth $151 million, re...

Tom Werner/DigitalVision via Getty Images Thesis: Zovegalisib Builds Momentum As you know, Oppenheimer upgraded Relay Therapeutics Inc. ( RLAY ) to Outperform from Perform this week, and the stock saw a considerable boost. Since the upgrade on the 26th, shares are up about 15%. Oppenheimer's reason to be bullish is the growing optimism around its lead PI3Kα inhibitor zovegalisib in breast cancer. Most of you probably know this, but for some clinical background, understand that clinically, zovegalisib is being developed primarily for hormone receptor-positive (HR+), HER2-negative advanced and metastatic breast cancer in patients whose tumors harbor PIK3CA mutations. It’s tipped to be particularly effective after progression on CDK4/6 inhibitors and endocrine therapy. It’s a pretty large population and also a well-defined molecular subgroup of breast cancer with clear biological dependence on PI3K signaling. So inhibition of PI3Kα is the main goal. The firm also set a $14 price target, which would suggest about 88% upside, since shares are currently trading in the mid-$8 range. They also argued that Relay could benefit greatly if the upcoming data from Celcuity’s ( CELC ) competing drug, gedatolisib, disappoints in the VIKTORIA-1 study, so that's something to keep in mind for investors going forward. Specifically, analyst Matthew Biegler mentioned that gedatolisib, which is a much broader type of inhibitor, may actually struggle to meet expectations, which could lower the competitive bar for zovegalisib going forward. We will look into that in more detail later, but for now, know that Oppenheimer is in favor of zovegalisib since it has a mutant-selective design, which they hope will provide some clinical advantage. 3Q25 As a quick recap of last quarter, Relay’s last earnings showed us continued clinical execution but also a bit of improved cost control, posting a net loss of $74.1 million, or $0.43 per share. These were improved numbers from the net loss of $88.1 mill...

Kenya has accumulated sufficient Chinese currency to service yuan-denominated debt after converting three dollar loans into renminbi, according to a senior government official. The East African nation last year became the first on the continent to switch dollar loans from China into yuan, eliciting a warning from the International Monetary Fund that such swaps introduce fresh currency risks despite lowering borrowing costs. The currency needed to service the loans from China, which were used to construct a railway, “will be available without any headache,” said Raphael Owino, director general of the Public Debt Management Office. “In any case, the amount has reduced, so there is no pressure in terms of where you are generating the yuan.” The government has a four-year grace period during which it will only pay interest on the loans, which will help lower its debt burden, Owino told reporters in the capital, Nairobi, Wednesday. Kenya has been grappling with rising indebtedness and revenue has undershot expectations, with the IMF warning that the country is at high risk of debt distress. The government spends roughly $1 billion a year servicing its loans from China, its largest bilateral creditor. About $3.5 billion remained outstanding on the railway loans as of June 2024. The switches will save Kenya $215 million annually, with interest rates on the yuan loans dropping to as low as 3%, “as opposed to a very high rate” on the dollar debt, according to Owino. The maturity date on one of the three loans was retained at 2029. The other two were due to be repaid in 2034 and 2036, but those dates have been pushed out into the 2040s, Owino said without giving details. “The fine print is something that we have not been sharing, because it is a transaction that was done at government-to-government level,” he said. The country owed 7.26 billion yuan by June 2024, according to Treasury data. Read More: Moody’s Upgrades Kenya’s Rating to B3, Changes Outlook to Stable Kenya’s lo...

Tippapatt Driven Brands Holdings Inc. ( DRVN ) announced that it closed on the sale of its international car wash business to Franchise Equity Partners. Under the terms of the agreement, Franchise Equity Partners paid Driven Brands ( DRVN ) a total aggregate consideration of approximately €411 million for IMO. The company plans to use the cash proceeds from the transaction to primarily pay down debt. "The completion of this transaction is a strategic milestone for Driven Brands, sharpening our focus on what we do best — scaling our industry-leading Take 5 business and driving consistent cash generation from our franchise brands," stated Driven Brands ( DRVN ) CEO Danny Rivera. "This divestiture simplifies our portfolio, strengthens our balance sheet, and further positions Driven Brands to generate value for shareholders," he added. For its financial reporting, Driven Brands ( DRVN ) plans to report the results of the car wash segment as discontinued operations beginning in the fourth quarter of 2025. Auto Glass Now, currently reported in the corporate & other segment, will be reported as a stand-alone segment beginning in the fourth quarter of 2025. Shares of Driven Brands ( DRVN ) are up 6.5% for the early part of 2026. More on Driven Brands Driven Brands: Not Joining The Ride Driven Brands Holdings Inc. (DRVN) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript Driven Brands: A Stable, Growing Business At Less Than 9x Free Cash Flow Driven Brands to divest international car wash business Driven Brands narrows 2025 guidance and targets 170 new Take 5 locations amid macro uncertainty

This article first appeared on GuruFocus. Alphabet Inc. (NASDAQ:GOOG) is putting money behind Japanese startup Sakana AI as it looks to speed up adoption of its Gemini chatbot in Japan, a market pushing hard to scale AI use. Bloomberg reported that Google joined Sakana's investor roster following the startup's $135 million Series B round last year, which valued the company at about $2.6 billion. The size of Google's investment was not disclosed, but the partnership gives Sakana access to Google's foundation models, a move that should directly improve performance and speed up product development. Sakana, founded by former Google researchers, has been positioning itself as a homegrown AI player focused on efficient, locally tuned models. CEO David Ha said tapping into Google's models will help Sakana deliver better results as demand for AI tools ramps up across Japanese businesses and consumers. Japan is a strategically important AI market, and teaming up with a local startup gives Google a faster, more tailored way to expand Gemini's footprint. The deal highlights how Big Tech is increasingly leaning on regional partners to drive AI adoption.

This stock is a textbook example of hype getting too far ahead of reality. In principle, quantum computing is fascinating. This evolving new technology has the potential to handle certain unusual types of computations that are far beyond the capacities of even today's most powerful conventional supercomputers, and the results could lead to revolutionary breakthroughs in a host of existing industries. They could even create new ones. That potential has been evident in how quantum computing stocks have performed. Optimistic investors have bid up the share prices of a handful of emerging companies that are in the midst of trying to develop useful and commercially viable quantum computers. Among that group is D-Wave Quantum (QBTS +3.79%). It has been on a wild ride, with its share price ranging from $4 to $46 over the past year. Currently, the stock is hovering near the middle of that range. While some may find it tempting to buy the dip in light of how high D-Wave Quantum has traded in the past, I wouldn't touch the stock with a 10-foot pole. All hat and no cattle Opinions vary widely as to how large the quantum computing market could eventually become, especially given how nascent the technology is. At this point, quantum computers are primarily being used for research, in part because they are too error-prone to be useful for commercial purposes. That said, research from McKinsey & Company forecasts that the industry will be worth at $100 billion annually by 2035. There are an array of fundamentally different ways to create a quantum computer, and many of those differences relate to the methods by which the qubits that sit at the heart of the machines are created. But those aren't the only variants. D-Wave Quantum has been taking an unusual approach to the technology called quantum annealing -- a method that doesn't aim to deliver perfectly optimal solutions, but rather solutions that are extremely close to optimal. There are many categories of complex real-world pro...

The 2026 Design and Verification Conference and Exhibition (DVCon U.S.) has unveiled its program, focusing on the role of artificial intelligence (AI) in alleviating the verification bottleneck within electronic design. The event, set to occur from March 2-5 at the Hyatt Regency Santa Clara, will feature a panel discussion addressing whether AI could revolutionize the design verification process or if it may be merely another over-hyped technology. Attendees will have access to keynotes, workshops, and technical sessions, providing insights into the potential AI holds for transforming electronic design and verification. Highlighting the conference's significance, keynotes by industry leaders from Siemens EDA and NVIDIA will explore challenges and innovations in chip design amidst the rise of AI technologies. NVIDIA last closed at $188.52 up 1.1%. In other market news, Winbond Electronics was trading firmly up 10% and ending trading at NT$127.00. Meanwhile, Dosilicon softened, down 8.4% to end trading at CN¥140.33. Seize the opportunity with NVIDIA's innovative AI platforms before competitors catch up. Discover more about NVIDIA's transformative potential in our detailed narrative. In our previous Market Insights article, we explored the growing trend of AI companies turning to the bond market for financing, a critical shift impacting investment strategies—don't miss out on the full analysis. Best AI Chip Stocks Micron Technology closed at $410.24 up 5.4%, near its 52-week high. This week, Micron broke ground on a new advanced wafer fab in Singapore, marking a $24 billion investment to expand NAND and HBM production, creating around 3,000 jobs. Broadcom settled at $332.79 up 2.4%. Advanced Micro Devices closed at $252.03 up 0.3%. Turning Ideas Into Actions This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice....