Dan Ives, Wedbush Securities global head of tech research, reacts to Apple's earnings report and says AI will be the top story for the company in 2026. Speaking on "Bloomberg Surveillance," Ives also says Apple will probably have to raise iPhone prices. (Source: Bloomberg)

尽管地缘政治局势紧张且不确定性普遍存在，2025 年第四季度欧元区经济意外增长 0.3%。 这一增速高于经济学家预期的 0.2%，与前一季度录得的 0.3% 持平。目前，欧元区经济已实现连续九个季度扩张。 “2025 年末，欧元区经济继续展现出韧性，” 标普全球市场情报经济学家Diego Iscaro表示。他补充道，第四季度增长 0.8% 的西班牙 “仍是表现最亮眼的经济体”。 德国和法国本季度分别增长 0.3% 和 0.2%，同样超出预期。 欧洲央行近期将今年的国内生产总值（GDP）预期上调至 1.2%，市场普遍预计其将在下周举行的 2026 年首次会议上，维持 2% 的利率不变。 欧洲央行行长Christine Lagarde多次称赞欧元区经济的 “韧性”。尽管受到美国总统唐纳德・特朗普关税政策的影响，但 2025 年初的经济增长势头仍强于预期。 作为欧洲最大经济体，德国去年实现了 2022 年以来的首次增长。随着政府大举借款用于基础设施建设和国防投资，预计德国经济将进一步加速增长。 “德国经济已走出衰退，” 德国商业银行首席经济学家Jörg Krämer表示，但他同时警告，该国的经济 “危机尚未结束”。 西班牙首相在社交媒体上表示，周五公布的数据证实，西班牙已连续第二年成为增长最快的发达经济体。 “我们以 2.8% 的增速结束 2025 年，这一数字是欧元区预期增速的两倍，且西班牙在 2026 年有望继续保持稳健增长，” 他在 X 平台上写道。 数据公布后，欧元汇率变动不大，兑普遍走强的美元下跌 0.5%，报 1.191 美元。 交易员的利率预期也几乎没有变化。根据互换市场数据，今年进一步降息 25 个基点的概率约为 25%。 责任编辑：何云

(RTTNews) - Stock of La Rosa Holdings Corp. (LRHC) are rising about 40 percent during Friday morning trading despite no corporate-related announcements to affect the movement. The company's shares are currently trading at $4.21 on the Nasdaq, up 40.73 percent. The stock opened at $4.24 and has climbed as high as $4.74 so far in today's session. Over the past year, it has traded in a range of $2.83 to $344.00. LRHC closed trading at $2.99 on Thursday. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

闪迪公司股价飙升24%，将自上市以来的累计涨幅提升至1755% 2026-01-30 22:34:24 来源： 同花顺7x24快讯 分享 文章提及标的 闪迪 -- 闪迪（SNDK）公司股价飙升24%，将自上市以来的累计涨幅提升至1755%。

narvo vexar Illumina ( ILMN ) has completed its up to $425M acquisition of proteomics technology company SomaLogic. The deal had Illumina pay $350M upfront with up to $75M more in milestones and royalties. SomaLogic's offerings "provide deep insights into protein function, interactions, and modifications, helping to accelerate understanding of complex biology and human health," per a news release . SomaLogic was part of Standard BioTools ( LAB ). More on Illumina Illumina: What Is Next In This Sequence? Illumina, Inc. (ILMN) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Illumina, Inc. (ILMN) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Illumina reports preliminary Q4 revenue of $1.15B Illumina names former NIH official as medical chief; commercial chief joins Quanterix

Oppenheimer Holdings press release ( OPY ): Q4 Non-GAAP EPS of $6.51. Revenue of $472.6M. For the year ended December 31, 2025, the Company reported net income of $148.4 million or $14.13 basic earnings per share compared with net income of $71.6 million or $6.91 basic earnings per share for the year ended December 31, 2024, an increase of 107.4%. Revenue for the year ended December 31, 2025 was $1.6 billion compared to revenue of $1.4 billion for the year ended December 31, 2024, an increase of 14.4%. More on Oppenheimer Holdings Seeking Alpha’s Quant Rating on Oppenheimer Holdings Dividend scorecard for Oppenheimer Holdings Financial information for Oppenheimer Holdings

This vaccine-focused biotech reported a significant insider sale as it advances its hepatitis B franchise and global partnerships. David Novack, President & COO of Dynavax Technologies Corporation (DVAX +0.07%), exercised 114,000 stock options and immediately sold the resulting shares for a transaction value of approximately $1.8 million, according to the SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 114,000 Transaction value $1.8 million Post-transaction shares (direct) 63,344 Post-transaction value (direct ownership) ~$989,433.28 Key questions How significant was the reduction in David Novack's stake following this transaction? The sale brings his position down to 63,344 shares, which equates to 0.05% of the company's outstanding shares as of Jan. 24, 2026. The sale brings his position down to 63,344 shares, which equates to 0.05% of the company's outstanding shares as of Jan. 24, 2026. What was the derivative context for this transaction? This event involved the exercise of 114,000 stock options, with all resulting shares immediately sold in the open market, reflecting a full conversion from options to common stock without retention of new shares. This event involved the exercise of 114,000 stock options, with all resulting shares immediately sold in the open market, reflecting a full conversion from options to common stock without retention of new shares. How does this transaction compare to Novack's historical trading activity? The size of this exercise and sale substantially exceeded Novack's median sell transaction (30,000 shares in the recent period). The size of this exercise and sale substantially exceeded Novack's median sell transaction (30,000 shares in the recent period). Were any indirect entities or trusts involved in this transaction? All shares were held and transacted directly by Novack; there were no sales or transfers attributed to indirect ownership entities such as family trusts or LLCs. Company overview Metric Value...

Image source: The Motley Fool. Jan. 30, 2026 at 9 a.m. ET Call participants Chief Executive Officer — Thomas Zernick President & Chief Operating Officer — Robin Oliver Chief Financial Officer — Scott McKim Takeaways Net loss -- $2.5 million for the quarter, a smaller loss than the $18.9 million reported in the previous quarter, which included large restructuring and provision expenses. -- $2.5 million for the quarter, a smaller loss than the $18.9 million reported in the previous quarter, which included large restructuring and provision expenses. Deposit growth -- Deposits increased $12.5 million in the quarter and $40.7 million, or 3.6%, for the year, reaching $1.18 billion. -- Deposits increased $12.5 million in the quarter and $40.7 million, or 3.6%, for the year, reaching $1.18 billion. Insured deposits -- 85% of total deposits are FDIC-insured as of December 31, supporting perceived deposit stability. -- 85% of total deposits are FDIC-insured as of December 31, supporting perceived deposit stability. Loan balances -- Total loans held for investment decreased $34.8 million in the quarter and $102.7 million, or 9.6%, over the year to $963.9 million, reflecting strategic actions including exits and sales. -- Total loans held for investment decreased $34.8 million in the quarter and $102.7 million, or 9.6%, over the year to $963.9 million, reflecting strategic actions including exits and sales. Unguaranteed SBA 7(a) loans -- Portfolio reduced by $50.4 million sequentially to $171.6 million at quarter-end, with ongoing sales and runoff expected. -- Portfolio reduced by $50.4 million sequentially to $171.6 million at quarter-end, with ongoing sales and runoff expected. Net interest margin -- 3.58%, down three basis points from the previous quarter. -- 3.58%, down three basis points from the previous quarter. Provision for credit losses -- $2 million in the fourth quarter, versus $10.9 million in the third quarter; elevated due to SBA 7(a) exposure. -- $2 million in t...

明智科技股份有限公司向港交所提交上市申请书 2026-01-30 22:33:38 来源： 同花顺7x24快讯 分享 据港交所文件：明智科技股份有限公司向港交所提交上市申请书。

A detail view of the Super Bowl LX logo on a Santa Clara Valley Transportation Authority (VTA) light rail car on December 29, 2025 in Santa Clara, California. Aaron M. Sprecher | Getty Images Sport | Getty Images A version of this article first appeared in the CNBC Sport newsletter with Alex Sherman, which brings you the biggest news and exclusive interviews from the worlds of sports business and media. Sign up to receive future editions, straight to your inbox. For many Americans, the best part of the Super Bowl is the commercials. This year, you can make — or lose — money on them, too. Prediction market platforms Kalshi and Polymarket currently have contracts open on which companies will run ads during Super Bowl 60, set for Feb. 8 in Santa Clara, California. Users can trade on if Salesforce or Verizon or Coca-Cola will have a Super Bowl spot this year, for example. While Polymarket's trades are just a "Yes/No" bet, Kalshi has a few predictions that are a bit more nuanced, such as, "Who will appear in a big game ad before Feb 9, 2026?", with trades available for Sydney Sweeney, Timothée Chalamet and Harry Styles. It's a new wrinkle for the advertising industry's biggest night. The price of Super Bowl commercials goes higher and higher each year as the Super Bowl's TV audience keeps rising. Last year's game was watched by 127.7 million viewers, a record high . That game, broadcast by Fox, generated about $7.5 million per 30-second spot, with 10 or so ads commanding more than $8 million. This year, NBC has sold out all of its ad inventory averaging $8 million per 30-second commercial with between five and 10 ads selling for more than $10 million apiece, according to NBC Chairman of Global Advertising and Partnerships Mark Marshall. The closer to the game that a company buys an ad slot, the more it pays. According to Marshall, technology companies have bought the most spots across this year's slate, though NBC defines technology relatively broadly. (Uber Eats, for ex...

Hi, it’s Swetha Gopinath in London, where I spoke with a top private equity executive at I Squared about how the firm is carving out a niche for itself as a mid-market infra investment manager. Elsewhere, Elon Musk weighs how to consolidate his empire. Today’s top stories Musk’s SpaceX considers merging with Tesla or xAI. Coterra and Devon are in advanced talks on merger. Abu Dhabi folds ADQ under new entity L’imad in shakeup . Amazon in talks to invest $50 billion in OpenAI, expand ties. Bertelsmann considers acquisition of Concord Music. AI adjacent The AI surge has turned data centers into one of the fastest-growing investment areas globally. Mid-market infrastructure specialist I Squared is taking a nuanced approach to the boom, opting to put money into AI-adjacent projects. I sat down with Mohamed El Gazzar, a senior partner at the firm, to talk about this strategy and the broader case for infra investing in 2026. Here are some edited highlights from our chat. —Swetha Gopinath Your firm has been wary of jumping on the AI bandwagon, would you still invest in data centers? We don’t have anything against AI, it just goes back to how cautious of an investor we are. In AI investing, attention is often focused on the data centers and chips, but the underlying infrastructure and power are just as critical, and where we have deep expertise. We understand the power market and the bottlenecks that exist for data centers, and this is exactly what we demonstrated with Energia. We developed a 165-megawatt data center co-located with our gas-powered plants in Dublin, navigating a complex planning and permitting process. We partnered with a hyperscale operator and secured a contract with Microsoft. Ultimately, we sold Energia alongside one of Europe’s largest data centers, demonstrating how we can selectively participate in AI-adjacent opportunities without chasing it directly. Is it more difficult to invest in the AI space in Europe? In the US, data centers tend to be very l...

Inok Gold ( XAUUSD:CUR ) and silver ( XAGUSD:CUR ) mining and spot-based exchange traded funds are under notable pressure Friday morning as precious metals retraced sharply following a powerful recent rally. Gold prices are down roughly 6%, and are looking to stabilize just above $5,000 per ounce after briefly surging past $5,500 earlier in the week. Silver has experienced an even steeper pullback, sliding approximately 15% to fall back below $100 per ounce after spiking above $120 only days ago. The swift reversal has shifted market attention toward vehicles tracking the metals directly, as well as companies exposed to their production. Spot gold and silver ETFs have moved decisively lower, while mining-focused funds are also posting substantial losses as trading begins. The selloff reflects a combination of profit-taking after outsized gains and heightened short-term volatility across commodity markets. Despite the abrupt move, prices for both metals remain well above levels seen earlier this year, underscoring the magnitude of the prior advance. Investors are now assessing whether the decline represents a healthy consolidation within a broader bullish trend or the early stages of a more sustained correction. Gold and Gold Mining ETFs: ( GLD ), ( IAU ), ( SGOL ), ( OUNZ ), ( BAR ), ( GDX ), ( GDXJ ), ( NUGT ), ( RING ), and ( DUST ). Silver and Silver Mining ETFs: ( SLV ), ( SIVR ), ( AGQ ), ( ZSL ), ( PSLV ), ( SIL ), ( SILJ ), and ( SLVP ). More on markets Is Kevin Warsh really a Hawk? TS Lombard’s Perkins says the label no longer fits January crossroads: Can the S&P 500 extend its three-year winning streak? Trump talks up the dollar as DXY sinks to its lowest level in nearly four years Oppenheimer sees strong start to earnings season as it favors growth sectors Dividend Roundup: Wells Fargo, General Motors, Citigroup, Comcast, and more

北京时间1月30日晚，美股周五低开。此前一天标普500指数连续第二个交易日收跌。美国总统特朗普提名凯文沃什接替鲍威尔担任美联储主席。市场仍维持今年只有两次降息的预期。 道指跌135.24点，跌幅为0.28%，报48936.32点；纳指跌97.56点，跌幅为0.41%，报23587.56点；标普500指数跌21.50点，跌幅为0.31%，报6947.51点。 特朗普提名沃什担任美联储主席 特朗普周五宣布拟提名凯文-沃什（Kevin Warsh）出任下一任美联储主席，市场将这一人选视为相对鹰派的选择，消息公布后，美元回吐部分涨幅，美国国债收益率曲线走陡。 特朗普在其Truth Social平台上发文称：“我认识凯文很长时间了，毫无疑问他将成为伟大的美联储主席之一，也许是最好的。” 据分析，沃什很可能难以兑现特朗普所要求的大幅降息举措。 美联储其他官员本就对降息的合理性持怀疑态度，若沃什急于推动降息落地，恐难以说服一众同僚附和。此举还可能令其丧失金融市场的信任，而颇具矛盾的是，这反而会推高对实体经济影响更为关键的长期利率。 沃什的任命最终由美国参议院决定，其提名需经参议院投票确认。 鉴于民主党人乃至部分共和党人已对美联储的独立性前景表达担忧，这一任命流程恐将引发激烈争议；特朗普政府司法部还对现任美联储主席鲍威尔启动了调查，更是加剧了这一担忧（此次调查的事由为美联储总部翻修工程）。 一些美国政界人士也反对特朗普对沃什的提名。美国参议院银行委员会民主党首席成员、马萨诸塞州参议员伊丽莎白-沃伦称，此次提名是 “特朗普试图夺取美联储控制权的最新一步”。沃伦还呼吁共和党同僚挺身而出，捍卫央行的独立性。 美国共和党参议员汤姆-蒂尔斯（Thom Tillis）表示，在司法部对现任美联储主席鲍威尔的调查得到解决前，他将继续反对任何美联储提名人选的确认。 蒂尔斯在X平台发文称：“凯文-沃什是深谙货币政策的合格提名人选，然而，司法部仍以委员会证词为依据，对鲍威尔主席展开刑事调查，而该证词内容任何理性人士都无法解读为存在犯罪意图”，“保护美联储独立性免受政治干预或法律胁迫，是不可妥协的原则”。 市场对美联储未来政策走向产生诸多疑问 沃什曾担任美联储理事，也是特朗普美联储主席候选短名单中的四名最终人选之一，他已于周四到访白宫。 沃什长期被视作通胀鹰派人物，在金融危机期间，当其他决策者聚焦经济增长...

David Petrus Ibars/E+ via Getty Images Investment Thesis I recommend buying the Roundhill GLP-1 & Weight Loss ETF (NASDAQ: OZEM ). This is my first article about a thematic ETF of this type. However some time ago I wrote my investment thesis about Eli Lilly, and the company was part of my recommended stock portfolio for 2025. In this article my intention is to analyze the characteristics of OZEM, in addition to analyzing the growth of the sector and the true catalyst that makes the thesis so attractive in my opinion. Context On September 4, I wrote an article about Eli Lilly. The title of the article was: Eli Lilly's Stock Fall Is An Opportunity. Since then, the total return is 39.25% while the S&P 500 is 8.08%. I was so convinced of the company's thesis that it was even part of my recommended stock portfolio in 2025, which even handily beat the S&P 500. My Recommendation (The Author) For 2026, I made adjustments to my recommended stock portfolio and included a mix of American stocks with Brazilian stocks, aiming for a higher dividend payment and exposure to emerging markets with cheap valuations. Therefore, Eli Lilly left my portfolio. Another major issue in the investment thesis is that Eli Lilly, despite being in an extremely promising sector, had a much higher valuation than its competitors. All of these questions made me look for a new way of gaining exposure to the weight loss drug industry. Therefore, today, I'm going to talk about OZEM. Roundhill GLP-1 & Weight Loss ETF If you have ever wondered which is the best pharmaceutical company to invest in, be it the owner of Mounjaro or the owner of Ozempic or any other pharmaceutical company with weight loss drugs, the ETF I will mention will probably solve your problem. Today I'm going to talk about OZEM. It is managed by Roundhill Investments and was created in 2024. It currently has $58 million in AUM and an expense ratio of 0.59%. Its main position is Novo Nordisk with 22.59%, its second largest position is El...

格隆汇1月30日｜美股市场存储板块强势上涨，闪迪再度大涨22%，开年以来已经涨超130%；闪迪2026财年Q2营收和每股收益均远超预期。美光科技涨3.3%，西部数据涨2%。

存储巨头Sandisk涨24%，使得美国IPO以来累计涨幅达到1755%。 该公司第二财季营收30.3亿美元，同比增长61.2%，高于26.9亿美元的普遍预期；每股收益为5.15美元，而市场普遍预期为3.54美元。

guirong hao/iStock via Getty Images Over the last few years, I’ve covered shares of Rocket Lab Corporation ( RKLB ) five times, rating the stock a Strong Buy or Buy each time: Seeking Alpha Those who have followed my bullish ratings have done quite well, with shares appreciating more than 1,400% since my first article: TradingView Rocket Lab - as a company - has performed spectacularly over this span. The company’s launch business has grown and become one of the most credible in the industry, and the firm's space systems segment has structurally transformed RKLB into a high-growth business with embedded operating leverage. As the model evolves, the launch segment promises to act as a strategic enabler for the company’s space systems business, which could drive meaningful long-tail shareholder value. As it turns out, being a vertically integrated space company can be highly lucrative. However, since I first covered the stock, shares of RKLB have increased in price from roughly 10x sales to over 80x sales. Obviously, some part of this reflects a broader market understanding of Rocket Lab’s true opportunity. That said, the price has now reached a point where I no longer believe buying shares is the best way to profit from the company. Selling put options on RKLB, which offer a better entry point (if assigned) while paying out a robust cash-on-cash yield, appears to be a much better risk-reward play. In this article, I’ll cover recent developments at Rocket Lab, highlight my concerns about the valuation, and make the case that selling put options on RKLB is a more optimal way to deploy capital than buying new shares outright. Sound good? Let’s dive in. Financials Let’s start by taking a quick look at the company’s financials. I haven’t covered Rocket Lab since July of last year, so it makes sense to update readers on my view. In short, RKLB is still firing on all cylinders . In Q3, the company reported revenue of $155 million, up 48% year over year, marking a new quarte...

In this podcast, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss: Rocket Lab 's test failure. 's test failure. SpaceX's IPO rumors and who could quickly follow. Investing advice when analyzing IPOs. Potential IPOs on their radar. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. 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 » A full transcript is below. Should you buy stock in Rocket Lab right now? Before you buy stock in Rocket Lab, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Rocket Lab wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $448,476!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,180,126!* Now, it’s worth noting Stock Advisor’s total average return is 945% — a market-crushing outperformance compared to 197% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of January 30, 2026. This podcast was recorded on Jan. 22, 2026. Tyler Crowe: The 2026 IPO market looks like it's about to blast off. This is Motley Fool Money. Welcome to Motley Fool Money. I'm Tyler Crowe, and today I'm joined by longtime fool contributors, Matt Frankel and Jon Quast. We're going to get into the 2026 IPO market because there's been quite a bit of chatter in this past week out of who's going public, what companies we could expect to see this...

Banco Santander-Chile press release ( BSAC ): FY Non-GAAP EPS of $2.48. As of December 31, 2025, the Bank had total assets of $68,094,956 million (US$75,603 million), total gross loans (including interbank loans) at amortized cost of $40,932,880 million (US$45,446 million), total deposits of $30,569,372 million (US$33,940 million), and shareholders' equity of $4,719,697 million (US$5,240 million). The BIS capital ratio was 16.9%, with a core capital ratio of 11.0%. As of December 31, 2025, Santander Chile employed 8,526 people and had 229 branches throughout Chile . More on Banco Santander-Chile Banco Santander-Chile 2025 Q3 - Results - Earnings Call Presentation Banco Santander-Chile (BSAC) Q3 2025 Earnings Call Transcript Seeking Alpha’s Quant Rating on Banco Santander-Chile Historical earnings data for Banco Santander-Chile Dividend scorecard for Banco Santander-Chile

格隆汇1月30日｜金价大跌，拖累美股金矿股下跌，其中，纽曼矿业(NEM.US)跌超7%，Sibanye-Stillwater(SBSW.US)跌超10%。

Image source: The Motley Fool. Friday, January 30, 2026 at 9 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Palmer Proctor Chief Financial Officer — Nicole S. Stokes Operator Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Full-Year Net Income -- $412.2 million, with diluted EPS at $6, representing a 15% increase. -- $412.2 million, with diluted EPS at $6, representing a 15% increase. Fourth-Quarter Net Income -- $108.4 million, or $1.59 per diluted share. -- $108.4 million, or $1.59 per diluted share. Net Interest Margin -- Expanded five basis points sequentially to 3.85% for the fourth quarter, primarily driven by a 10 basis point positive impact on funding and partially offset by a five basis point decline on the asset side. -- Expanded five basis points sequentially to 3.85% for the fourth quarter, primarily driven by a 10 basis point positive impact on funding and partially offset by a five basis point decline on the asset side. Net Interest Income Growth -- Increased $7.3 million in the quarter (12.2% annualized), with a full-year increase of $87.7 million, or 10.3%. -- Increased $7.3 million in the quarter (12.2% annualized), with a full-year increase of $87.7 million, or 10.3%. Efficiency Ratio -- Improved to 46.6% in the fourth quarter and was 50% for the year, down from 53.2% last year. -- Improved to 46.6% in the fourth quarter and was 50% for the year, down from 53.2% last year. Tangible Book Value Per Share -- Increased by $1.28 in the fourth quarter to $44.18; full-year growth was $5.59 per share, or 14.5%. -- Increased by $1.28 in the fourth quarter to $44.18; full-year growth was $5.59 per share, or 14.5%. Return on Assets (ROA) -- 1.57% for the quarter and 1.54% for the year, up from 1.38% last year. -- 1.57% for the quarter and 1.54% for the year, up from 1.38% last year. Pre-Provision Net Revenue (PPNR) ROA -- 2.38% for the quarter; full-year was 2.25%, up from 2.05% last year. -- 2.38% for the quarter; full-year wa...

美股开盘：美股三大指数集体低开 2026-01-30 22:31:21 来源： 同花顺7x24快讯 分享 文章提及标的 理想汽车 -- 标准普尔500指数 -- 哔哩哔哩 -- 道琼斯工业平均指数 -- Meta -- 谷歌A -- 美股三大指数集体低开，标普500（SPX）指数跌0.33%，道指（DJI）跌0.3%，纳指跌0.46%。大型科技股方面，特斯拉（TSLA）涨2.50%，Meta（META）跌1.15%，谷歌A（GOOGL）跌1.18%，超威半导体（AMD）跌5.39%。中概股方面，蔚来（NIO）涨3.67%，哔哩哔哩（BILI）跌1.24%，理想汽车（LI）跌1.30%。

在自动驾驶领域，保时捷对包括华为在内的多家中国供应商保持开放态度。 【一周新事件】 1.保时捷在华战略调整 保时捷多项业务进行调整。近日，保时捷中国CEO称潘励驰表示，公司维持燃油、插混和纯电“三线并行”的技术路线，同时根据市场需求优化节奏，在中国市场推出更多专属车型。在渠道层面持续优化经销商网络，计划到2026年将经销商数量缩减至约80家，同步推进“睿境计划”新零售模式，降低库存与短期销量压力。此外，保时捷在中国设立的综合性研发中心已深度参与多项研发工作，本土研发的车载娱乐系统将于今年年中搭载至部分车型，而保时捷与博泰车联采取联合开发模式推进合作。在自动驾驶领域，保时捷对包括华为在内的多家中国供应商保持开放态度。 一财点评： 当前，保时捷在华销量承压。官方数据显示，2025年，保时捷全球销量下降 10%，中国区交付量下降 26%。潘励驰认为，保时捷在中国市场遭遇挑战，中国客户的需求发生了根本性改变，市场结构发生变化，消费者希望获得完美的科技体验，这进而催生了竞争格局的变化，而本土品牌抓住机遇，更快地搭上消费者结构性变化的列车，并转化为提供更具竞争力价格的可能性。另一方面，2025年豪车税起征点由130万元下调至90万元，导致保时捷30%的产品面临11%的价格上调，对品牌造成更大冲击。转型是一场耐力赛，保时捷将在中国市场坚持“质大于量”的战略。 2.常瑞出任北汽集团总经理 1月30日，北汽集团召开干部大会，宣布北京市委、市政府决定，常瑞任北京汽车集团有限公司党委副书记、董事、总经理。常瑞于2004年进入北汽集团，常瑞出生于1976年1月，自2004年进入北汽系工作至今已超过20年。2022年1月至今，常瑞担任北汽福田董事长一职。在此次升任北汽集团总经理前，常瑞是北汽集团副总经理。 一财点评： 目前，北汽集团正处于转型关键期。常瑞具体职责将涵盖集团日常经营与战略执行，协同董事长与党委书记推动整体业务发展。而多年来，北汽集团自主乘用车业务较为疲软，旗下新能源板块北汽蓝谷面临亏损等挑战。合资板块北京奔驰是北汽集团的利润奶牛，但当前传统豪华车市场正处于结构调整中，市场压力较大。北汽集团亟需加速转型，提升自主板块盈利性和新能源产品的竞争力。 3.零跑汽车连续三年获MSCI ESG AA评级 近日，国际权威评级机构摩根士丹利资本国际公司（MSCI）公布最新ESG评级结果。零跑汽...

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk has shared that the company would need to scale up its "TeraFab" in-house chip-building efforts amid an AI push during its earnings call. Chips Are The ‘Limiting Factor' For Tesla's Growth On Wednesday, Musk was asked about Tesla's chip-building efforts during the earnings conference. Musk said that the AI5 Chip design was currently "the number one most critical thing to get done." However, he said that chip production remains a "limiting factor for Tesla's growth" in the next "three or four years." "I think Tesla needs to build a TeraFab," Musk said, adding that the "geopolitical risks" were going to be a major factor in the near future. "I think if we don’t do the Tesla TeraFab, we’re going to be limited by supplier output of chips," Musk said. The CEO also shared that there would be a "bigger announcement" on TeraFab by Tesla in the future. Don't Miss: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Just $0.85 a Share If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it? Tesla's 2nm Chip Ambitions The news comes as Musk had earlier shared that Tesla would be developing its own 2nm chip amid a push towards in-house chip-making efforts. Musk had also shared that Tesla would manufacture more chips than any of its other competitors. Musk also claimed that Tesla's fabrication process would enable him to eat a cheeseburger and smoke a cigar in the Clean Room, unlike other fabs, due to "wafer isolation." A clean room is a highly controlled environment in chip foundries that allows only ultra-low levels of airborne particles, humidity, and other contaminants that could contaminate chipsets. The company also announced a $2 billion investment in Musk’s artificial intelligence startup, xAI. See Also: Blue-chip art has historically outpaced the S&P 500 since 1995, and fractional investing is now opening this institutional asset class to everyday inve...

消息指觀塘有中學生因打波問題打架，一名14歲男學生受傷，另一名15歲男學生被捕。 據了解受傷男學生要送院治理。下午約2時，觀塘功樂官立中學有學校職員報案指有學生打架。 消息指兩名分別中三和中二男學生，因打波事宜在籃球場爭執，期間該名中三學生襲擊中二學生，導致他頸部紅腫、右手流血等。

格隆汇1月30日｜美股低开，道指跌0.28%，标普500指数跌0.35%，纳指跌0.45%。

LD Prediction markets are still open for business on who Donald Trump might tap as the next chair of the Federal Reserve, even as the U.S. President has selected Kevin Warsh to take the helm. Even as traditional political analysis narrows the field, platforms such as Kalshi and Polymarket continue to take wagers, turning the nomination process into a tradeable event. The logic is familiar to anyone who follows merger arbitrage. Traders buy shares of an acquisition target not because they love the company, but because they expect to earn small, steady gains as the deal inches toward completion. The real money, however, comes from tail risks. If a deal collapses, prices can swing sharply. Fed chair betting works the same way. Most contracts cluster around a handful of names, including former Fed governor Warsh. Prediction market Kalshi said a nomination is valid only when it is formally transmitted to and received by the U.S. Senate, and Polymarket stuck to a similar note. Polymarket showed a 99.4% chance of Warsh being Trump's nominee, while others like Judy Shelton, Michelle Bowman, and Kevin Hassett have under a 1% chance. On Kalshi, the odds are not much different, with Warsh at 98% Shelton and Rick Rieder at 1% each. Warsh, if confirmed, would become the 17th Fed chair. He served as the Fed governor from February 2006 to March 2011. More on markets My Hot Take On Kevin Warsh's Nomination An Uncertain But Positive Fed Supports Commodity Rally A Diversified Portfolio Should Outperform The Magnificent 7 This Year Top 3 things to look forward to on Friday U.S. stocks end mixed, MSFT sees one of its worst sell-off days as big tech earnings fail to lift sentiments

SM Energy ( SM ) on Friday said that it has amended its existing credit facility, increasing its borrowing base to $5.0 billion and lender commitments to $2.5 billion. The amendment also expands the company’s bank group to 18 lenders with the addition of three banks and extends the facility’s maturity date to January 30, 2031. The company said it had no outstanding borrowings under the credit facility at closing. SM -0.52% premarket to $18.77. Source: Press Release More on SM Energy Civitas Resources: Upgrading To Buy On Transformational Merger With SM Energy SM Energy Company (SM) Presents at Bank of America Leveraged Finance Conference Transcript SM Energy And Civitas Resources Merger: Don't Judge A Book By Its Cover Key deals this week: ITV-Sky, Metsera, Kyndryl, SM Energy, KNOT Offshore, Sonida Senior and more SM Energy Q3 2025 Earnings Preview

In this week's Club Check-in, Paulina Likos and Zev Fima break down the uncertainty surrounding the Federal Reserve as markets approach a pivotal transition in May, when a new Fed chair is expected to be appointed, and assess how Club members should be thinking about their investments. Multiple developments have raised questions about the future of the Federal Reserve's independence, including President Donald Trump 's public calls for lower interest rates, a Justice Department probe into current central bank chief Jerome Powell , and a Supreme Court case involving the president's attempt to fire Fed governor Lisa Cook. Perhaps Trump's announcement Friday morning of Kevin Warsh — a former Fed governor — to succeed Powell as Fed chairman will ease some of those concerns because Warsh is perceived to be more hawkish than the other candidates. Either way, the new Fed leader will need to reconcile the president's desire for rate cuts and a stabilizing economy that might not need more easing. In fact, following its two-day January meeting, the Fed on Wednesday afternoon held interest rates steady. Powell said the economy was in a good place for central bankers to wait for more economic data to determine their next move. The Fed has cut rates a total of 175 basis points in three moves at the end of 2024 and three more at the end of last year. Powell, whose term leading the Fed ends in May, defended central bank independence as a cornerstone of modern democracies to prevent "elected official control over the setting of monetary policy." The key for investors in this upcoming time of uncertainty is to consider a diversification of outcomes when it comes to managing their portfolios. In the video, we talk about the Club approach . (See here for a full list of the stocks in Jim Cramer's Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before ...

Should you forget Nvidia and buy these 2 millionaire-maker AI stocks instead? MSN