ST葫芦娃（605199）公告，全资子公司广西维威制药有限公司近日收到国家药品监督管理局核准签发的关于依巴斯汀口服溶液的《药品注册证书》。依巴斯汀口服溶液适用于伴有或不伴有过敏性结膜炎的过敏性鼻炎(季节性和常年性)及慢性特发性荨麻疹的对症治疗。

Stock futures were falling, though trading off their lows from earlier in the morning, after President Donald Trump said Kevin Warsh was his pick to be the Federal Reserve's next chair. Dow futures fell 0.4%. Nasdaq 100 futures were down 0.5%.

欧元区主要经济体去年末均实现增长。图为在法国阿尔克斯一家餐桌玻璃器皿厂的生产线。 （法新社） 欧洲统计局公布的初步数据显示，经季节和工作日调整后，2025年欧元区国内生产总值（GDP）增长1.5%，欧盟GDP增长1.6%。 欧洲统计局星期五（1月30日）的数据显示，经季节调整后，去年第四季度欧元区和欧盟经济环比均增长0.3%，同比分别增长1.3%和1.4%。欧盟主要经济体德国、法国、意大利、西班牙GDP环比分别增长0.3%、0.2%、0.3%和0.8%。德国增长率超出初步预估；西班牙再次成为表现最突出的经济体。 新华社引述荷兰国际集团首席经济师科莱恩说，全球环境依然不确定，欧元区竞争力正在下降，贸易问题将成为今年拖累欧元区经济增长的主要因素。此外，结构性问题尚未得到解决，可能限制欧元区中长期增长前景。 欧洲主要经济体展现出韧性 彭博社报道，欧元区主要经济体去年末均实现增长，对美国总统特朗普引发的贸易动荡展现出韧性。 尽管去年美国加征关税，欧元区经济体仍保持良好韧性，随着德国通过大规模支出摆脱长期低迷，2026年预计将实现1%以上的增长。但鉴于特朗普近期就格陵兰岛问题发出的贸易威胁及欧元上涨可能危及出口商，目前宣布全面复苏仍为时尚早。 至少在通胀方面，该地区可稍感宽慰。通胀率正趋近欧洲央行的目标水平，使利率保持稳定。 西班牙星期五公布1月消费者价格同比上涨2.5%，略高于预期，但未来数月涨幅可能放缓。 欧元区消费者调查显示，民众对经济前景的信心略有提升。欧元区其他国家也录得增长：荷兰GDP增长0.5%，奥地利增长0.2%，立陶宛增长1.7%。

公募基金行业透明度建设向前迈出重要一步 1月30日，中国证监会就《公开募集证券投资基金信息披露内容与格式准则第2号——定期报告的内容与格式》（以下简称《准则》），向社会公开征求意见。基金业协会同步就《证券投资基金信息披露XBRL模板》（以下简称《XBRL模板》）征求行业意见。 为贯彻落实证监会2025年5月印发的《推动公募基金高质量发展行动方案》中关于“加强透明度建设”的改革任务，结合公募基金行业发展现状，两项新规进行了多项修订。 《准则》共3章36条，是将现行的《内容与格式准则》第2号（年报）、3号（半年报）、4号（季报）整合成一个规范性文件，并根据各类型定期报告特点，保留相应个性化披露要求；同时根据《信披办法》等上位法规定和行业最新实践，更新了各类型定期报告的信披内容与格式要求。此外，本次修订后的《准则》还删除了大量重复信披内容，信息披露规则体系更加简明，有利于减轻行业机构负担。 新修订的《XBRL模板》有三项重要改动：一是要求管理人在年报、半年报、季报披露中新增产品过去7年、10年的中长期业绩，而不再披露过去1个月的业绩，引导行业更加注重“长期投资、价值投资”理念；二是要求管理人在年报、半年报中披露过去一年的主动管理的股票型和混合型基金盈利投资者占比情况，推动行业更加重视投资者利益；三是要求基金管理人在年报中披露报告期内相关产品的股票换手率数据，强化投资行为稳定性的信息揭示，督促基金管理人，基金经理形成更加审慎、理性的投资观念，纠治过于激进的投资行为。 此外，证监会在新修订的《内容与格式准则一定期报告》中进行充分授权，将《XBRL模板》的层级由“规范性文件”调整为“基金业协会自律规则”。本次修订工作完成后，将形成“部门规章+规范性文件＋自律规则”的定期报告信息披露规则体系，在保持规则的简明性和权威性基础上，进一步增强规则的灵活性和适应性。 某券商非银行业分析师告诉第一财经，这次调整把产品视角向投资者视角转变，是落实2025年《推动公募基金高质量发展行动方案》的具体举措。新增7年、10年业绩披露并取消1个月业绩披露，强制将评价披露周期拉长，使短期冠军基金营销的效果大打折扣，倒逼管理人重视长期业绩的可持续性。要求披露盈利投资者占比主要是基于行业“基金赚钱，基民不赚钱”痛点，极大推动管理人从单纯追求规模效应转向关注客户盈利体验和投资行为引导。此外，披露股票换手率，会...

Micron and Amazon look like long-term deals. With shares up 1,290% over the last five years, Nvidia is the undisputed winner in the generative artificial intelligence (AI) megatrend. The chipmaker has been the go-to supplier for cutting-edge compute hardware, earning it billions of dollars in revenue and profit growth. But after its bull run, the stock has already been thoroughly "discovered" by the market, and there probably isn't much room left for surprises. Over the next few years, it might make sense for investors to pivot to other AI-related companies that boast lower valuations or promise to monetize the opportunity in exciting new ways. Let's explore why Micron Technology (MU +0.12%) and Amazon (AMZN 0.48%) could make strong buys. Micron Technology When it comes to big tech companies, Micron has long flown under the radar because of its historically lackluster growth. It took more than two decades for the memory giant to reclaim the highs it reached during the dot-com bubble in 2000, which means long-term investors would have been much better off putting their money in the S&P 500. However, the generative AI boom might finally be turning Micron's story around. Expand NASDAQ : MU Micron Technology Today's Change ( 0.12 %) $ 0.51 Current Price $ 435.79 Key Data Points Market Cap $490B Day's Range $ 417.70 - $ 444.71 52wk Range $ 61.54 - $ 444.71 Volume 1.4M Avg Vol 30M Gross Margin 45.53 % Dividend Yield 0.11 % To understand why Micron is booming now, it helps to look at why it has historically struggled. The computer memory market is notoriously cyclical because the hardware is commoditized. One producer's chips are essentially interchangeable with another's, which leads to weak economic moats. And when demand increases, supply eventually rises to meet it, leading to a market glut and eventually a drop in memory prices. Generative AI has increased memory demand far faster than supply can keep up, leading to massive shortages. According to The Wall Street Jour...

The market doesn't know what to make of Nvidia (NASDAQ: NVDA) stock right now. Its shares are down 30% so far this year, and analysts are trimming their growth forecasts for the chipmaker as its valuation slides. The graphics processing unit (GPU) leader now trades at just 18.4 times sales -- its cheapest multiple since 2023. Nvidia stock is arguably a great buy following the market's early 2025 correction. But if you're looking to load up on bargain artificial intelligence (AI) stocks, don't overlook the two lesser-known companies below. Each provides a unique way to invest in the AI space, and both have more growth potential than Nvidia. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Tiny SoundHound AI has huge upside potential If you want to enhance the upside potential in your portfolio by investing in AI stocks, check out SoundHound AI (NASDAQ: SOUN). There are some important risks to be aware of, but the company's growth potential is readily apparent. With a market cap of only $3.3 billion, SoundHound is one of the smallest public companies that's heavily exposed to the AI revolution. It specializes in AI applications related to audible speech, such as automated drive-through windows and AI agents answering customer support phone calls. This segment should experience rapid growth: A recent report from market research company SNS Insider forecasts that the AI voice generator market -- valued at just $3.2 billion in 2023 -- will grow into a $40 billion market by 2032. SoundHound's revenue hit a new record last quarter, rising 101% year over year to $34.5 million. The stock trades at 32.5 times sales, showing that the market has already priced in a lot of anticipated growth. But it's possible that the market still underestimates SoundHound's long-term growth potential. The AI revolution is just getting started, and its true potential likely far exceeds what most of us can imag...

With shares up 1,290% over the last five years, Nvidia is the undisputed winner in the generative artificial intelligence (AI) megatrend. The chipmaker has been the go-to supplier for cutting-edge compute hardware, earning it billions of dollars in revenue and profit growth. But after its bull run, the stock has already been thoroughly "discovered" by the market, and there probably isn't much room left for surprises. Over the next few years, it might make sense for investors to pivot to other AI-related companies that boast lower valuations or promise to monetize the opportunity in exciting new ways. 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 » Let's explore why Micron Technology (NASDAQ: MU) and Amazon (NASDAQ: AMZN) could make strong buys. Image source: Getty Images. Micron Technology When it comes to big tech companies, Micron has long flown under the radar because of its historically lackluster growth. It took more than two decades for the memory giant to reclaim the highs it reached during the dot-com bubble in 2000, which means long-term investors would have been much better off putting their money in the S&P 500. However, the generative AI boom might finally be turning Micron's story around. To understand why Micron is booming now, it helps to look at why it has historically struggled. The computer memory market is notoriously cyclical because the hardware is commoditized. One producer's chips are essentially interchangeable with another's, which leads to weak economic moats. And when demand increases, supply eventually rises to meet it, leading to a market glut and eventually a drop in memory prices. Generative AI has increased memory demand far faster than supply can keep up, leading to massive shortages. According to The Wall Street Journal, ravenous data center demand is spiking prices across the industry. And this means companies l...

Nvidia Aided DeepSeek AI Breakthrough With "Extensive Technical Support," House China Chair Warns Congressman John Moolenaar (R-MI), chairman of the House Select Committee on the CCP, penned a letter to Commerce Secretary Howard Lutnick that Nvidia provided extensive technical support to DeepSeek, enabling the startup to achieve chatbot performance breakthroughs despite US export controls on advanced AI chips to China to mitigate the risks of the technology falling into the hands of Beijing's military. "While NVIDIA asserts its relationship with DeepSeek is "to promote the [AI] ecosystem flywheel and improve NVIDIA's products," documents produced to the Committee reveal NVIDIA provided extensive technical support that enabled DeepSeek—now integrated into People's Liberation Army (PLA) systems and a demonstrated cybersecurity risk—to achieve frontier AI capabilities ," Moolenaar wrote in the letter sent to Lutnick's office on Wednesday. Moolenaar continued, "These findings demonstrate why rigorous enforcement of the Department's H200 export rule, which requires certification that chips will not serve military purposes, is essential—even if such enforcement effectively prevents H200 exports to the PRC altogether." DeepSeek's release sent shock waves through US markets last year - about this time - over risks that Chinese AI models were developed with far less computing power, fueling concerns that China was catching up with the US despite export restrictions on advanced AI chips to China. Moolenaar explained in the letter that Nvidia's engineers helped DeepSeek dramatically improve training efficiency from export-controlled H800 chips, and proposed distributing DeepSeek as an Nvidia enterprise product, undermining the intent of export controls. "Nvidia treated DeepSeek accordingly - as a legitimate commercial partner deserving of standard technical support," he said. Moolenaar requested a Commerce Department briefing by Feb. 13 on the enforcement of the H200 and expan...

hapabapa/iStock Editorial via Getty Images Novo Nordisk ( NVO ) on Friday announced that Christine Zhou, the longtime head of its China operations, will leave the company by the end of March. Her last day at the company will be March 31, Novo ( NONOF ) said on its official WeChat account. Zhou, Global Senior Vice President and China General Manager of Novo ( NVO ), served Eli Lilly ( LLY ) for nearly two decades before joining the Danish drugmaker in 2018. She led the weight loss drugmaker’s operations in Taiwan, Hong Kong, Macau, and mainland China. China generated DKK 18.5B in net sales for the company in 2024, making up ~16% of its total sales with ~11% YoY growth. Zhou has overseen Novo’s ( NVO ) market rollouts of its GLP-1 blockbuster diabetes drug, Ozempic, and its obesity version, Wegovy, in China. Her departure comes at a time when the company is engaging in a fierce battle with Eli Lilly ( LLY ) to improve sales of its GLP-1 products in China ahead of an upcoming patent cliff for semaglutide, the active ingredient in Ozempic and Wegovy, in March. More on Novo Nordisk Novo Nordisk: Investors May Be In For An Earnings Surprise Novo Nordisk: The Q4 Setup Favors Another Beat (Earnings Preview) Novo Nordisk Vs. Eli Lilly: The Tide May Be Turning For The Underdog Trump admin negotiates 71% discount on Ozempic, Wegovy for Medicare patients Seeking Alpha’s Quant Rating on Novo Nordisk A/S

We recently published Jim Cramer Discussed These 10 Stocks & Commented On Gold Price. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer discussed. In this episode, Cramer ended up discussing NVIDIA Corporation (NASDAQ:NVDA) in detail after quite some time. The CNBC TV host had recently tweeted about the firm’s investment in CoreWeave and commented that talk of circular deals for the firm was unmerited. NVIDIA Corporation (NASDAQ:NVDA)’s shares are up by 48% over the past year and by 1.5% year-to-date. Not only Cramer, but analysts from Needham also discussed the CoreWeave. They were optimistic about the affair and pointed out that the partnership should help the data center company develop as much as 5GW in capacity. Two key factors that the financial firm discussed were backstops and GPU life cycle, both of which have created headwinds for CoreWeave. Earlier in the year, Stifel had reiterated a $250 share price target and a Buy rating for NVIDIA Corporation (NASDAQ:NVDA). The firm outlined that the AI GPU company could benefit from H200 sales to China. Media reports once again suggested last week that the Chinese government had asked local technology giants to prepare themselves for buying NVIDIA Corporation (NASDAQ:NVDA)’s AI chips. The CNBC TV host is skeptical as he commented: Jim Cramer Shares Key Insights About NVIDIA Corporation (NVDA)'s China Sales

We recently published Jim Cramer Discussed These 10 Stocks & Commented On Gold Price. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer discussed. In this episode, Cramer ended up discussing NVIDIA Corporation (NASDAQ:NVDA) in detail after quite some time. The CNBC TV host had recently tweeted about the firm’s investment in CoreWeave and commented that talk of circular deals for the firm was unmerited. NVIDIA Corporation (NASDAQ:NVDA)’s shares are up by 48% over the past year and by 1.5% year-to-date. Not only Cramer, but analysts from Needham also discussed the CoreWeave. They were optimistic about the affair and pointed out that the partnership should help the data center company develop as much as 5GW in capacity. Two key factors that the financial firm discussed were backstops and GPU life cycle, both of which have created headwinds for CoreWeave. Earlier in the year, Stifel had reiterated a $250 share price target and a Buy rating for NVIDIA Corporation (NASDAQ:NVDA). The firm outlined that the AI GPU company could benefit from H200 sales to China. Media reports once again suggested last week that the Chinese government had asked local technology giants to prepare themselves for buying NVIDIA Corporation (NASDAQ:NVDA)’s AI chips. The CNBC TV host is skeptical as he commented: Jim Cramer Shares Key Insights About NVIDIA Corporation (NVDA)'s China Sales

We recently published Jim Cramer Discussed These 10 Stocks & Commented On Gold Price. Broadcom Inc. (NASDAQ:AVGO) is one of the stocks Jim Cramer discussed. Broadcom Inc. (NASDAQ:AVGO) is another key player in the AI industry. It is a semiconductor designer whose chips are used in a wide variety of applications. Broadcom Inc. (NASDAQ:AVGO)’s shares are up by 59% over the past year and are down by 4.9% year-to-date. Multiple analysts have discussed the firm in January. For instance, Bernstein reiterated an Outperform rating and a $475 share price target. The financial firm outlined that Broadcom Inc. (NASDAQ:AVGO)’s management had adequately addressed investor concerns about competition in the AI industry. The stock saw considerable momentum in 2024 after it outlined a sizable AI chip opportunity. However, recent reports have suggested that Google’s TPU AI chips also offer a cost-efficient alternative to NVIDIA’s high-performance and pricey chips. Additionally, Bank of America made Broadcom Inc. (NASDAQ:AVGO) its top stock pick for 2026 and commented that the firm enjoyed strong margins and pricing power. Citi also cited AI optimism to keep a $480 share price target and a Buy rating on the shares. Cramer briefly commented on Broadcom Inc. (NASDAQ:AVGO) after Intel’s earnings: Lam Research (LRCX) Has a Shortage That Can't Be Met, Says Jim Cramer Posonskyi Andrey/Shutterstock.com “Broadcom, which is down very badly today, share donor to the shortage. I don’t want to call the bottom, Broadcom.” While we acknowledge the potential of AVGO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

We recently published Jim Cramer Discussed These 10 Stocks & Commented On Gold Price. Broadcom Inc. (NASDAQ:AVGO) is one of the stocks Jim Cramer discussed. Broadcom Inc. (NASDAQ:AVGO) is another key player in the AI industry. It is a semiconductor designer whose chips are used in a wide variety of applications. Broadcom Inc. (NASDAQ:AVGO)’s shares are up by 59% over the past year and are down by 4.9% year-to-date. Multiple analysts have discussed the firm in January. For instance, Bernstein reiterated an Outperform rating and a $475 share price target. The financial firm outlined that Broadcom Inc. (NASDAQ:AVGO)’s management had adequately addressed investor concerns about competition in the AI industry. The stock saw considerable momentum in 2024 after it outlined a sizable AI chip opportunity. However, recent reports have suggested that Google’s TPU AI chips also offer a cost-efficient alternative to NVIDIA’s high-performance and pricey chips. Additionally, Bank of America made Broadcom Inc. (NASDAQ:AVGO) its top stock pick for 2026 and commented that the firm enjoyed strong margins and pricing power. Citi also cited AI optimism to keep a $480 share price target and a Buy rating on the shares. Cramer briefly commented on Broadcom Inc. (NASDAQ:AVGO) after Intel’s earnings: Lam Research (LRCX) Has a Shortage That Can't Be Met, Says Jim Cramer Posonskyi Andrey/Shutterstock.com “Broadcom, which is down very badly today, share donor to the shortage. I don’t want to call the bottom, Broadcom.” While we acknowledge the potential of AVGO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Jim Cramer Doesn’t Want to Call the Bottom on Broadcom (AVGO) Yahoo Finance UK

Jim Cramer Doesn’t Want to Call the Bottom on Broadcom (AVGO) Yahoo Finance

*ST椰岛（600238）公告，预计2025年年度净利润亏损2900万元。预计2025年年度实现利润总额-2500万元，预计2025年年度实现归属于上市公司股东的净利润为-2900万元，归属于上市公司股东的扣除非经常性损益后的净利润为-2300万元。预计2025年年度实现营业收入为3.7亿元，扣除与主营业务无关的业务收入和不具备商业实质的收入后的营业收入为3.5亿元。预计2025年末归属于上市公司股东的净资产为8000万元。

格隆汇1月30日｜埃克森美孚石油(XOM.US)：马杜罗和查韦斯造成的损害(对委内瑞拉)构成重大挑战，特朗普政府必须理解委内瑞拉所面临的挑战。

Apple (NASDAQ:AAPL - Get Free Report) was upgraded by research analysts at Maxim Group from a "hold" rating to a "buy" rating in a report released on Friday. The firm currently has a $300.00 price objective on the iPhone maker's stock. Maxim Group's price target indicates a potential upside of 16.15% from the company's previous close. Get Apple alerts: Sign Up A number of other equities analysts also recently commented on AAPL. CLSA raised their price objective on Apple from $265.00 to $330.00 and gave the stock an "outperform" rating in a report on Friday, December 5th. Sanford C. Bernstein set a $325.00 price target on shares of Apple in a report on Monday, November 3rd. Loop Capital reiterated a "buy" rating and set a $325.00 price objective (up from $315.00) on shares of Apple in a research note on Tuesday, December 2nd. Raymond James Financial reissued a "market perform" rating on shares of Apple in a research report on Friday, January 2nd. Finally, Weiss Ratings restated a "buy (b-)" rating on shares of Apple in a report on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Apple has an average rating of "Moderate Buy" and a consensus price target of $286.92. Get Our Latest Stock Report on AAPL Apple Stock Performance NASDAQ:AAPL opened at $258.28 on Friday. The company has a market cap of $3.80 trillion, a P/E ratio of 34.58, a P/E/G ratio of 2.39 and a beta of 1.09. The firm's 50 day moving average is $268.62 and its two-hundred day moving average is $251.07. Apple has a fifty-two week low of $169.21 and a fifty-two week high of $288.62. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06. Apple (NASDAQ:AAPL - Get Free Report) last released its quarterly earnings data on Thursday, January 29th. The iPhone maker reported $2.84 EPS...

*ST国华（000004）公告，预计2025年度净利润为800万元至1200万元，上年同期为亏损1.32亿元。公司2025年度营业收入预计为2亿元至3亿元，上年同期为9866.04万元。

宝馨科技（002514）公告，公司及公司实际控制人马伟因涉嫌信息披露违法违规被中国证监会立案。立案调查期间，公司将积极配合中国证监会的相关调查工作，并严格按照相关法律法规的规定和监管要求及时履行信息披露义务。公司实际控制人马伟先生在公司未担任任何职务，公司各项生产经营活动有序开展，上述事项未影响公司正常生产经营情况。

We recently published Jim Cramer Discussed These 10 Stocks & Commented On Gold Price. Micron Technology, Inc. (NASDAQ:MU) is one of the stocks Jim Cramer discussed. Memory chip manufacturer Micron Technology, Inc. (NASDAQ:MU) shares have performed well over the year as they are up by 387%. The firm is among the handful in the world capable of manufacturing advanced memory chips used inside NVIDIA’s AI GPUs. Consequently, Micron Technology, Inc. (NASDAQ:MU) has attracted the attention of several analysts. Among these are analysts from Bernstein who opened the year on a strong note for the company. They increased the share price target to $330 from $270 and kept an Outperform rating on the shares. The analysts remarked that the memory company can continue to benefit from strong memory chip prices in 2026 due to strong data center driven demand. HSBC significantly increased Micron Technology, Inc. (NASDAQ:MU)’s share price target to $500 from $350 and kept a Buy rating due to the pricing power. Cramer tied the firm’s performance to a shortage: Micron (MU) & Shortages Are on Jim Cramer's Mind “Now, when you don’t have shortage, it looks like things are going to be bad for. . .Micron. But they do have shortage. Don’t misread this. This number’s been missed because they couldn’t meet demand. Not because there’s not enough demand. So the idea that today’s a down day, for these, and an up day for NVIDIA, that would be the narrative typically, I talked about that in my monthly call, which is that you can’t have both the momentum stocks, that’s . . .Micron. . .but you can’t have those go up and also have NVIDIA go up.” While we acknowledge the potential of MU as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock...

We recently published Jim Cramer Discussed These 10 Stocks & Commented On Gold Price. Micron Technology, Inc. (NASDAQ:MU) is one of the stocks Jim Cramer discussed. Memory chip manufacturer Micron Technology, Inc. (NASDAQ:MU) shares have performed well over the year as they are up by 387%. The firm is among the handful in the world capable of manufacturing advanced memory chips used inside NVIDIA’s AI GPUs. Consequently, Micron Technology, Inc. (NASDAQ:MU) has attracted the attention of several analysts. Among these are analysts from Bernstein who opened the year on a strong note for the company. They increased the share price target to $330 from $270 and kept an Outperform rating on the shares. The analysts remarked that the memory company can continue to benefit from strong memory chip prices in 2026 due to strong data center driven demand. HSBC significantly increased Micron Technology, Inc. (NASDAQ:MU)’s share price target to $500 from $350 and kept a Buy rating due to the pricing power. Cramer tied the firm’s performance to a shortage: Micron (MU) & Shortages Are on Jim Cramer's Mind “Now, when you don’t have shortage, it looks like things are going to be bad for. . .Micron. But they do have shortage. Don’t misread this. This number’s been missed because they couldn’t meet demand. Not because there’s not enough demand. So the idea that today’s a down day, for these, and an up day for NVIDIA, that would be the narrative typically, I talked about that in my monthly call, which is that you can’t have both the momentum stocks, that’s . . .Micron. . .but you can’t have those go up and also have NVIDIA go up.” While we acknowledge the potential of MU as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock...

We recently published Jim Cramer Discussed These 10 Stocks & Commented On Gold Price. Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer discussed. Advanced Micro Devices Inc. (NASDAQ:AMD)’s shares are up by 115% over the past year and by13% year-to-date. The firm’s exposure to the AI sector has seen several analysts discuss the stock. For instance, Bernstein raised Advanced Micro Devices Inc. (NASDAQ:AMD)’s share price target to $225 from $200 and kept a Market Perform rating. The firm’s deal with OpenAI was at the center of the coverage as Bernstein commented that OpenAI’s capacity expansion later this year injected clarity into Advanced Micro Devices Inc. (NASDAQ:AMD)’s near-term AI exposure. Piper Sandler increased the share price target to $300 from $280 and maintained an Overweight rating. It also outlined that the firm’s OpenAI deal could lead to stronger performance in the year’s second half. Cramer discussed Advanced Micro Devices Inc. (NASDAQ:AMD) after Intel reported its earnings: Advanced Micro Devices (AMD) CEO Just "Keeps Winning," Says Jim Cramer “I think that Lip-Bu is going to turn this company around, again let it go down. This is AMD’s day. AMD obviously has a huge amount of share. Stock’s up 8, it should be up 15, I don’t understand why that’s not up 15.

We recently published Jim Cramer Discussed These 10 Stocks & Commented On Gold Price. Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer discussed. Advanced Micro Devices Inc. (NASDAQ:AMD)’s shares are up by 115% over the past year and by13% year-to-date. The firm’s exposure to the AI sector has seen several analysts discuss the stock. For instance, Bernstein raised Advanced Micro Devices Inc. (NASDAQ:AMD)’s share price target to $225 from $200 and kept a Market Perform rating. The firm’s deal with OpenAI was at the center of the coverage as Bernstein commented that OpenAI’s capacity expansion later this year injected clarity into Advanced Micro Devices Inc. (NASDAQ:AMD)’s near-term AI exposure. Piper Sandler increased the share price target to $300 from $280 and maintained an Overweight rating. It also outlined that the firm’s OpenAI deal could lead to stronger performance in the year’s second half. Cramer discussed Advanced Micro Devices Inc. (NASDAQ:AMD) after Intel reported its earnings: Advanced Micro Devices (AMD) CEO Just "Keeps Winning," Says Jim Cramer “I think that Lip-Bu is going to turn this company around, again let it go down. This is AMD’s day. AMD obviously has a huge amount of share. Stock’s up 8, it should be up 15, I don’t understand why that’s not up 15.

We recently published Jim Cramer Discussed These 10 Stocks & Commented On Gold Price. Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer discussed. Advanced Micro Devices Inc. (NASDAQ:AMD)’s shares are up by 115% over the past year and by13% year-to-date. The firm’s exposure to the AI sector has seen several analysts discuss the stock. For instance, Bernstein raised Advanced Micro Devices Inc. (NASDAQ:AMD)’s share price target to $225 from $200 and kept a Market Perform rating. The firm’s deal with OpenAI was at the center of the coverage as Bernstein commented that OpenAI’s capacity expansion later this year injected clarity into Advanced Micro Devices Inc. (NASDAQ:AMD)’s near-term AI exposure. Piper Sandler increased the share price target to $300 from $280 and maintained an Overweight rating. It also outlined that the firm’s OpenAI deal could lead to stronger performance in the year’s second half. Cramer discussed Advanced Micro Devices Inc. (NASDAQ:AMD) after Intel reported its earnings: Advanced Micro Devices (AMD) CEO Just "Keeps Winning," Says Jim Cramer “I think that Lip-Bu is going to turn this company around, again let it go down. This is AMD’s day. AMD obviously has a huge amount of share. Stock’s up 8, it should be up 15, I don’t understand why that’s not up 15.

Advanced Micro Devices (AMD) CEO Just “Keeps Winning,” Says Jim Cramer Yahoo Finance

格隆汇1月30日｜宝馨科技(002514.SZ)公告称，公司及公司实际控制人马伟于近日收到中国证监会下发的《立案告知书》，因涉嫌信息披露违法违规，中国证监会决定对公司及公司实际控制人马伟立案。立案调查期间，公司将积极配合调查，并严格履行信息披露义务。目前公司生产经营正常，未受影响。

宝馨科技（002514）公告，预计2025年度净利润为-6000万元至-1亿元。报告期内，营业收入同比略有所下降，归属于上市公司股东的净利润同比大幅减亏。为应对智能制造板块原有定制设备配件业务订单持续减少的影响，公司通过研发共享经济领域集成设备，开拓新客户和市场，在第四季度营业收入环比实现较大幅度增长且产品毛利稳定。由于公司转型自研集成设备，新业务模式的稳定性正在经过市场验证，存在部分不确定性，因此存在由于新业务模式不稳定而使扣除后营业收入低于3亿元的可能性。

格隆汇1月30日｜阿里千问宣布DeepPlanning基准正式上线。该基准专为评估Agent在真实复杂场景中全局规划能力而设计，目前已在Hugging Face和ModelScope开源。

Wingate Wealth Advisors Inc. raised its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 37.1% during the third quarter, according to its most recent 13F filing with the SEC. The fund owned 8,229 shares of the iPhone maker's stock after buying an additional 2,225 shares during the period. Apple comprises approximately 1.5% of Wingate Wealth Advisors Inc.'s holdings, making the stock its 23rd largest holding. Wingate Wealth Advisors Inc.'s holdings in Apple were worth $2,095,000 at the end of the most recent reporting period. Get Apple alerts: Sign Up Several other hedge funds have also added to or reduced their stakes in AAPL. Norges Bank bought a new position in Apple during the second quarter worth about $38,942,255,000. Nuveen LLC acquired a new stake in Apple in the first quarter worth $17,472,482,000. PKS Advisory Services LLC boosted its position in shares of Apple by 98,917.0% during the second quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker's stock worth $12,106,000 after purchasing an additional 57,898,088 shares in the last quarter. Laurel Wealth Advisors LLC increased its position in shares of Apple by 20,464.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock valued at $5,553,753,000 after buying an additional 26,937,401 shares in the last quarter. Finally, Northern Trust Corp raised its stake in Apple by 13.3% during the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock worth $42,918,365,000 after buying an additional 20,079,472 shares during the period. Institutional investors own 67.73% of the company's stock. Insider Transactions at Apple In other Apple news, insider Chris Kondo sold 3,752 shares of the company's stock in a transaction on Friday, November 7th. The stock was sold at an average price of $271.23, for a total value of $1,017,654.96. Following the transaction, the insider directly owned 15,098 shares of the co...