Blue skies appear to be ahead for Apple -- with one pesky dark cloud. Apple (AAPL +0.62%) blew past Wall Street estimates with its fiscal 2026 first-quarter results announced on Thursday, Jan. 29, 2026. You might think that investors would be excited. However, that didn't appear to be the case. Apple's shares dipped slightly in early trading on Friday. Was this reaction warranted, or is the market...
Blue skies appear to be ahead for Apple -- with one pesky dark cloud. Apple (AAPL +0.62%) blew past Wall Street estimates with its fiscal 2026 first-quarter results announced on Thursday, Jan. 29, 2026. You might think that investors would be excited. However, that didn't appear to be the case. Apple's shares dipped slightly in early trading on Friday. Was this reaction warranted, or is the market missing something about Apple? I lean toward the latter. Here are three reasons to buy Apple stock -- and one reason to think twice. 1. A bull in the China shop Apple has faced significant challenges in the Chinese market in the past. Any issues are legitimately concerning, considering that Greater China accounts for roughly 18% of the company's total revenue. Investors can celebrate now, though, with the company's prospects in the country looking downright bullish. CEO Tim Cook said in Apple's earnings call on Thursday that sales in the Greater China market jumped 38% year over year in Q1. Cook revealed that Apple set an all-time record for the number of iPhone upgrades in Greater China. Even more encouraging, the number of customers switching from other phones to iPhones increased by a double-digit percentage. This bodes well for Apple's services revenue growth in the Chinese market. A survey conducted by World Panel found that iPhones ranked in the top three spots among smartphones used in urban China in the recent quarter. Apple's Chinese success wasn't limited to iPhones, though. According to the World Panel survey, iPad ranked No. 1 among tablets used in urban China. Counterpoint's research found that MacBook Air was the top-selling laptop in the Chinese market in December, while Mac Mini was the top-selling desktop computer. 2. All-in in India China isn't the only Asian region where Apple seems to be firing on all cylinders. The company also enjoyed strong double-digit revenue growth in India. This impressive performance is important: India is home to the world's se...
J Studios/DigitalVision via Getty Images January 2026 : Rose's Income Garden "RIG" 29 Payers This month is a new beginning for 2026 dividends and JAJO = January, April, July and October quarterly payers of which "RIG" had 22 along with 7 monthly to make a total of 29. Normally there are 10 monthly payers but 3 did not do so this month ( BITO ), ( SHYG ) and ( NPFD ). They all paid twice in Decembe...
J Studios/DigitalVision via Getty Images January 2026 : Rose's Income Garden "RIG" 29 Payers This month is a new beginning for 2026 dividends and JAJO = January, April, July and October quarterly payers of which "RIG" had 22 along with 7 monthly to make a total of 29. Normally there are 10 monthly payers but 3 did not do so this month ( BITO ), ( SHYG ) and ( NPFD ). They all paid twice in December, and therefore no $ this month. Income for "RIG" continues to rise and forward yield is 6.34%. Value is up and has hit an ATH on and off mid month being up 3.44% YTD. All that is very pleasing, and that information can be found at the service. This article will be about the 3 companies that gave raises and also about the 2 that very sadly cut and their future in RIG. The earnings statistics cited are from FAST Graphs / "FG", a paid subscriber service I use. The chart below uses the following abbreviations: Current Price is January 30, 2026. New Div = New Dividend $ Yearly = estimated yearly dividend using new dividend Div % Yld = Dividend yield using chart information. Current $ Price Ticker Company Name New Div $Yearly Div %Yld Comment 109.43 ( MRK ) Merck 0.85 3.4 3.11% Raise from 81c 5.01 ( MPW ) Medical Prop Trust 0.09 0.36 7.19% Raise from 8c 68.92 ( WPC ) W. P. Carey 0.92 3.68 5.34% quarterly raise 1c 53.58 ( ARE ) Alexandria RE 0.72 2.88 5.38% CUT from $1.32 2.11 ( RC ) Ready Capital 0.01 0.04 1.90% CUT from 12.5c Click to enlarge 3 Raises 1 - Merck & Co. Inc. - ( MRK ) This is an international healthcare pharmaceutical company that also provides veterinarian drugs and vaccines. It was founded in 1891, is headquartered in Rahway, NJ. and has an “A+” S&P credit rating. The dividend raise of 4.9% from 81c to 85c gives it a 15 year streak for doing so. The 5 year DGR is higher at 6.78%, so this was a bit disappointing but seems to match with earnings in 2025. 5 year Seeking Alpha Technical Chart MRK 5 year technical price chart (Seeking Alpha January 30, 2026) Earning...
TLDR Wolfe Research upgraded Broadcom stock to Buy with a $400 price target, citing rapid growth in demand for Alphabet’s TPU chips The firm projects TPU shipments could reach 7 million units annually by 2028, with Broadcom positioned as the main beneficiary Wolfe raised its 2026 AI chip revenue forecast to $44 billion and 2027 estimate to $78.4 billion for Broadcom AI networking revenue is expect...
TLDR Wolfe Research upgraded Broadcom stock to Buy with a $400 price target, citing rapid growth in demand for Alphabet’s TPU chips The firm projects TPU shipments could reach 7 million units annually by 2028, with Broadcom positioned as the main beneficiary Wolfe raised its 2026 AI chip revenue forecast to $44 billion and 2027 estimate to $78.4 billion for Broadcom AI networking revenue is expected to grow 75% in 2026 and 55% in 2027 as data center spending remains strong Analyst Chris Caso says Broadcom’s valuation remains reasonable despite the rally in AI stocks, with Wall Street consensus showing a Strong Buy rating 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Broadcom received a bullish upgrade from Wolfe Research on Friday. The firm raised its rating from Neutral to Buy and set a $400 price target. Broadcom Inc., AVGO The upgrade represents a 21% upside from current levels. Analyst Chris Caso said the decision reflects fast-growing demand for Alphabet’s Tensor Processing Units. “We can no longer ignore the growth and strength of TPUs,” Caso stated. His checks suggest annual shipments could reach 7 million units by 2028. Caso believes Google’s move to offer TPUs to outside customers marks a major shift in the AI chip market. This creates a real alternative to Nvidia’s GPUs. Broadcom stands to benefit from this shift. The company is positioned as one of the key beneficiaries in the TPU ecosystem. Revenue Projections Climb Higher Wolfe raised its long-term outlook for Broadcom. The firm now expects the company to generate $154.5 billion in revenue by 2027. Earnings per share are projected to hit $16 in 2027. This reflects stronger demand for AI-related chips across the market. Caso noted there could be further upside from additional AI programs. These programs are not yet fully reflected in current estimates. For 2026, Wolfe increase...
England's Justin Rose shot a seven-under-par 65 to extend his lead to four shots at the Farmers Insurance Open while returning Brooks Koepka made the cut in San Diego. The 45-year-old, who leads Ireland's Seamus Power, sits on 17 under after breaking his own 36-hole record at the tournament. Rose shot the round of the day on Friday at the more challenging South Course with an eagle, six birdies an...
England's Justin Rose shot a seven-under-par 65 to extend his lead to four shots at the Farmers Insurance Open while returning Brooks Koepka made the cut in San Diego. The 45-year-old, who leads Ireland's Seamus Power, sits on 17 under after breaking his own 36-hole record at the tournament. Rose shot the round of the day on Friday at the more challenging South Course with an eagle, six birdies and just one bogey. "I feel like in my career I've won on tough golf courses generally, so that's my M.O., I would say," said 2025 Masters runner-up Rose, who led by a shot after an opening-round 62. "It's the kind of a place I enjoy. It's one of my favourite tournaments on Tour, just the whole area, the whole atmosphere, the whole vibe." Meanwhile, Koepka continued his return to the PGA Tour with a second-round 68 to make the cut on three under. Five-time major winner Koepka, who agreed a release from his LIV Golf contract at the end of 2025, struggled on the South Course on Thursday, shooting a round of 73. But on the North Course he found his form in his first PGA Tour event in four years, sinking an eagle putt on the 17th. "I think [Thursday] I was excited to play, nervous, and kind of didn't know what to expect, but today felt more normal, I guess," Koepka said. "But yeah, I mean, don't get me wrong, I definitely still got antsy, but I guess maybe a little bit of nerves, just trying to figure it out and test - see where my game's at too, right? I feel like I'm playing really well. It's just been a long layoff." Xander Schauffele's streak of making consecutive cuts - the longest active on tour at 72 - came to an end, while Patrick Cantlay, Gary Woodland, Will Zalatoris, JJ Spaun, Max Homa and Ludvig Aberg also all missed the cut.
In a report released today, Samik Chatterjee from J.P. Morgan maintained a Buy rating on Apple, with a price target of $325.00. According to TipRanks, Chatterjee is a top 100 analyst with an average return of 23.2% and a 65.86% success rate. Chatterjee covers the Technology sector, focusing on stocks such as Apple, Dell Technologies, and Hewlett Packard Enterprise. In addition to J.P. Morgan, Appl...
In a report released today, Samik Chatterjee from J.P. Morgan maintained a Buy rating on Apple, with a price target of $325.00. According to TipRanks, Chatterjee is a top 100 analyst with an average return of 23.2% and a 65.86% success rate. Chatterjee covers the Technology sector, focusing on stocks such as Apple, Dell Technologies, and Hewlett Packard Enterprise. In addition to J.P. Morgan, Apple also received a Buy from Evercore ISI’s Amit Daryanani in a report issued on January 27. However, today, UBS maintained a Hold rating on Apple (NASDAQ: AAPL). Based on Apple’s latest earnings release for the quarter ending September 27, the company reported a quarterly revenue of $102.47 billion and a net profit of $27.47 billion. In comparison, last year the company earned a revenue of $94.93 billion and had a net profit of $14.74 billion Based on the recent corporate insider activity of 34 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of AAPL in relation to earlier this year. Most recently, in November 2025, Chris Kondo, the CAO of AAPL sold 3,752.00 shares for a total of $1,017,654.96.
This interactive model has a limit on the number of drivers that can be modified in a single scenario. When the limit is reached those drivers not yet modified become disabled for modification. Your options are: Create new scenarios to try different combinations of driver modifications Reset one of your driver modifications in this scenario in order to modify another driver
This interactive model has a limit on the number of drivers that can be modified in a single scenario. When the limit is reached those drivers not yet modified become disabled for modification. Your options are: Create new scenarios to try different combinations of driver modifications Reset one of your driver modifications in this scenario in order to modify another driver
"Of course we are following the talks, we want some stability," Iryna tells me people here long for peace more than anyone. "But how can we trust Russia not to stab us in the back?"
"Of course we are following the talks, we want some stability," Iryna tells me people here long for peace more than anyone. "But how can we trust Russia not to stab us in the back?"
G’day everyone! After this tournament suddenly and belatedly exploded into life yesterday with two men’s semi-finals for the ages, today we could have another blockbuster as Aryna Sabalenka and Elena Rybakina face each other for the women’s title, in a repeat of the 2023 final. Sabalenka came from a set down then to win her first grand slam, and has gone on to not only become a four-time major cha...
G’day everyone! After this tournament suddenly and belatedly exploded into life yesterday with two men’s semi-finals for the ages, today we could have another blockbuster as Aryna Sabalenka and Elena Rybakina face each other for the women’s title, in a repeat of the 2023 final. Sabalenka came from a set down then to win her first grand slam, and has gone on to not only become a four-time major champion and undisputed world No 1 but accumulate serious numbers on hard courts that have surpassed even some of Serena’s stats. This is Sabalenka’s seventh consecutive major final on the surface – something matched only by Martina Hingis and Steffi Graf in the open era – and victory would secure her third Australian Open title in four years. She’s the female version of Jannik Sinner on hard courts – well, Sinner before he lost to Novak Djokovic. But Rybakina, when she’s on her game, is capable of taking the racket out of anyone’s hands, Sabalenka included. After injury, illness and the suspension of her coach, the 2022 Wimbledon champion is playing some of her best tennis in three years, underlined by her statement victory over Sabalenka nearly three months ago to win the season-ending WTA Finals. Rybakina may be the world No 5 but these are the best two players in the world right now, who have shown they can bring out the best in each other on the biggest stages. Despite the variation Sabalenka has added to her game, this will essentially be power vs power and first-strike tennis to take the breath away, with the contrast in personalities between the heart-on-her-sleeve Belarusian Sabalenka and clinically composed Russian-born Kazakhstani Rybakina making this all the more absorbing. The players will arrive on court at about: 7.30pm Melbourne time/8.30am GMT. Don’t go anywhere!
Warren Buffett may no longer be the CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , but until the 2026 first-quarter results are in, the company's quarterly data is still from under his watch , including the yet-to-be-reported fourth-quarter results. Buffett would be the first person to admit that he makes mistakes, and his company missed out on incredible gains when it completely closed i...
Warren Buffett may no longer be the CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , but until the 2026 first-quarter results are in, the company's quarterly data is still from under his watch , including the yet-to-be-reported fourth-quarter results. Buffett would be the first person to admit that he makes mistakes, and his company missed out on incredible gains when it completely closed its position in Nu Holdings (NYSE: NU) at the end of 2024. Buffett rarely discusses specific trades, and there could be myriad reasons why the company sold out of it. Berkshire Hathaway participated in a late-stage private seed round before the company went public in 2021, which is how it ended up as an institutional investor in the company at its initial public offering (IPO). In other words, it's not the typical Buffett equity position. However, it's been clear that Nu has incredible opportunities, even though it's a riskier play than the standard Buffett stock. A year after Berkshire Hathaway sold its last share, Nu stock has trounced every other Buffett stock on a U.S. stock exchange, as I predicted last May . Here how it performed in 2025 vs. the top 10 stocks in the Berkshire Hathaway portfolio, which were Nucor , Heico , Capital One , Ally Financial , American Express , Bank of America , VeriSign , Apple , Moody's , and Amazon : Continue reading
LD/iStock via Getty Images I admired Kevin Warsh during his term as Federal Reserve governor (2006 to 2011). While young, he was more the traditional central banker operating within an experimental Bernanke Federal Reserve. He has been pilloried for his inflation focus in the months leading up to the 2008 crisis. The Fed aggressively slashed rates despite elevated inflation, an easing of financial...
LD/iStock via Getty Images I admired Kevin Warsh during his term as Federal Reserve governor (2006 to 2011). While young, he was more the traditional central banker operating within an experimental Bernanke Federal Reserve. He has been pilloried for his inflation focus in the months leading up to the 2008 crisis. The Fed aggressively slashed rates despite elevated inflation, an easing of financial conditions that spurred ongoing "terminal phase" Bubble excess and deepening systemic fragilities. Warsh's inflation focus was justified. Kevin Warsh has also been criticized for his cautious approach to QE. While working closely with Chair Bernanke to implement the Fed's 2008 Wall Street bailout, he argued in September 2009 that the Fed should begin reversing extraordinary crisis-period liquidity injections. He pushed back in 2010 against Bernanke's move to restart QE. From Ben Bernanke's "Courage to Act": "Kevin Warsh had substantial reservations... He had supported the first round of securities purchases, begun in the midst of the crisis. Now that financial markets were functioning more normally, he believed that monetary policy was reaching its limits, that additional purchases could pose risks to inflation and financial stability…" Warsh voted with Bernanke on adopting QE2, but the following week (November 8, 2010) penned a thoughtful op-ed piece for the Wall Street Journal. Excerpts from "The New Malaise and How to End It: Given what ails the economy, additional monetary policy measures are poor substitutes for more powerful pro-growth policies": "Fiscal authorities should resist the temptation to increase government expenditures continually in order to compensate for shortfalls of private consumption and investment." "Pro-growth policies include reform of the tax code to make it simpler, more transparent and more conducive to long-term investment. These policies also include real regulatory reform so that firms-financial and otherwise-know the rules, and then succee...
当地时间周五，SpaceX向美国联邦通信委员会（FCC）提交的一份最新申请文件流出。 文件披露，SpaceX正在规划一套被称为“轨道数据中心系统（Orbital Data Center system）”的卫星网络， 其申请发射并运营一个由至多100万颗卫星组成的星座。 这些卫星将运行在500公里至2000公里的不同轨道壳层中。 这一数字不仅远超当前星链星座，也显著放大了市场对SpaceX未来资本开...
Bet_Noire/iStock via Getty Images It is something of a rarity when a single week contains both a policy meeting by the Federal Open Market Committee and the announcement of a selection for the next Fed chair – and that same week winds up being one of the most boring and least drama-filled in recent memory. After weeks of theatrics around the current dramatis personae of the Fed and their interest ...
Bet_Noire/iStock via Getty Images It is something of a rarity when a single week contains both a policy meeting by the Federal Open Market Committee and the announcement of a selection for the next Fed chair – and that same week winds up being one of the most boring and least drama-filled in recent memory. After weeks of theatrics around the current dramatis personae of the Fed and their interest rate decisions or their office renovations or the minutiae of their personal mortgage applications, with page after page of financial media op-eds breathlessly debating the existential precariousness of an independent central bank and its place in the modern world – after all that, we get two things this week, neither of which raised ones’ blood pressure. No Urgency on Rate Cuts First, a very uncontroversial decision by the FOMC to leave interest rates where they are, a decision that had the same effect on markets that a reading of “Goodnight Moon” has on a sleepy child. The S&P 500 closed at 6,978.03 on Wednesday, the day of the FOMC meeting. That was exactly 0.57 points away from the level of 6,978.60 where it had closed the day before. The decision to hold rates was widely expected. The Powell press conference said little that hadn’t already been said (while Powell himself deftly deflected the many questions launched his way about subpoenas, cost overruns and other political chicanery). The stock market, which has a habit of lurching all over the place during these post-FOMC press conferences, drifted along while bond yields barely budged. Nothing to see here. A Conventional Pick The second event, as we all learned on Friday morning, was the selection of Kevin Warsh to replace Powell as Fed chair when the latter’s term ends in May. As is customary with the orchestrations of the current White House, the process of selecting the next Fed chair was heavily weighted towards reality show optics, with the only constant seeming to be who could say ZIRP (zero interest rate polic...
Chinese regulators have slapped a 26 million yuan (US$3.7 million) fine on a unit of Kuaishou Technology , operator of the country’s No 2 short video platform, over multiple violations and misconduct in its live-streaming e-commerce operations, signalling tighter oversight of this market segment. Chengdu Kuaigou Technology, a unit of Beijing -based Kuaishou, was found to have committed seven breac...
Chinese regulators have slapped a 26 million yuan (US$3.7 million) fine on a unit of Kuaishou Technology , operator of the country’s No 2 short video platform, over multiple violations and misconduct in its live-streaming e-commerce operations, signalling tighter oversight of this market segment. Chengdu Kuaigou Technology, a unit of Beijing -based Kuaishou, was found to have committed seven breaches including failure to disclose information in accordance with the law, charging unreasonable fees on merchants and inadequate consumer protection, according to the State Administration for Market Regulation (SAMR) in its WeChat post on Friday. That ruling formed part of regulators’ efforts to “crack down on chaotic practices”, said Shu Lingmin, deputy head of online transaction supervision at the SAMR, in a press conference on Friday. Advertisement The Kuaishou unit said in a statement on Friday that it had accepted the penalty and would comply with regulations. The other breaches that the firm violated included failure to prevent intellectual property infringement, publication of illegal advertisements and misleading commercial promotions, and assistance in selling wild animals, according to the SAMR. Advertisement “We will strengthen compliance with the law, further enhance our regulatory standards … and work together with our platform operators to provide higher-quality services to consumers,” the Kuaishou unit said. The penalty ruling concluded the SAMR’s investigation, which started in September, into the Kuaishou unit, was part of a string of live-streaming e-commerce cases that were made public on Friday, according to the regulator’s post.
TLDR Nvidia’s planned $100 billion investment in OpenAI has stalled after internal doubts emerged at the chip company CEO Jensen Huang privately described the September 2023 deal as nonbinding and criticized OpenAI’s business discipline The companies are now discussing a smaller equity investment worth tens of billions in OpenAI’s current funding round Huang expressed concerns about competition Op...
TLDR Nvidia’s planned $100 billion investment in OpenAI has stalled after internal doubts emerged at the chip company CEO Jensen Huang privately described the September 2023 deal as nonbinding and criticized OpenAI’s business discipline The companies are now discussing a smaller equity investment worth tens of billions in OpenAI’s current funding round Huang expressed concerns about competition OpenAI faces from Google’s Gemini and Anthropic’s Claude OpenAI faces $1.4 trillion in computing commitments across multiple deals, sparking investor worries 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Nvidia’s massive $100 billion deal with OpenAI is on ice. The chip giant announced the agreement in September 2024 but talks haven’t moved past early stages. NVIDIA Corporation, NVDA CEO Jensen Huang has been telling industry contacts the original deal was never finalized. Sources say he’s raised questions about OpenAI’s business approach and the competition it faces. The September announcement promised at least 10 gigawatts of computing power for OpenAI. Nvidia would invest up to $100 billion to help OpenAI lease the chips. The stock jumped nearly 4% on the news, pushing Nvidia’s market value toward $4.5 trillion. BREAKING: Talks over a $100 billion deal between OpenAI and Nvidia, $NVDA, have stalled. Nvidia's Jensen Huang has reportedly "privately criticized" OpenAI's business strategy. pic.twitter.com/Ebf6OqDdJk — The Kobeissi Letter (@KobeissiLetter) January 30, 2026 But things haven’t gone as planned. The two sides are now rethinking their partnership entirely. Current discussions focus on a smaller equity investment. Nvidia might put tens of billions into OpenAI’s ongoing funding round instead of the original mega-deal. Huang has privately criticized what he sees as lack of discipline in how OpenAI runs its business. He’s also worried about t...
A man who was sentenced to jail in Singapore over an altercation with the police was released on the same day he was sentenced due to an error in calculating the jail term. Muhammad Fathurrahman Mohd Adzlan was contacted and returned to jail four days later to complete his sentence. In a statement on Friday, a judiciary spokeswoman said Muhammad was sentenced to 32 weeks’ jail on October 27, last ...
A man who was sentenced to jail in Singapore over an altercation with the police was released on the same day he was sentenced due to an error in calculating the jail term. Muhammad Fathurrahman Mohd Adzlan was contacted and returned to jail four days later to complete his sentence. In a statement on Friday, a judiciary spokeswoman said Muhammad was sentenced to 32 weeks’ jail on October 27, last year. However, this was erroneously reflected as 20 weeks. Advertisement According to court papers, Muhammad, then 31, had made an emergency call saying: “If committing suicide is an offence … Singaporeans behave like Isis how? … Police can’t do anything … You will be receiving more calls later on and some will be fire related.” Police officers who were deployed to look for Muhammad found him at Pasir Ris Polyclinic on July 14, last year. Advertisement While the police were checking his particulars, Muhammad began behaving aggressively, court papers stated. He refused to sit down and calm down, shouting that “police are always disturbing me” and calling one of the officers a “coward”, “Isis” and “terrorist”.