Hong Kong stocks fell on Wednesday, dragged by technology heavyweights, as speculation about higher value-added taxes weighed on sentiment. The Hang Seng Index dropped 0.1 per cent to 26,797.05 at the open, after falling 0.2 per cent Tuesday. The Hang Seng Tech Index fell 0.9 per cent. On the mainland, the CSI 300 Index lost 0.3 per cent and the Shanghai Composite Index slipped 0.1 per cent. Tech ...
Hong Kong stocks fell on Wednesday, dragged by technology heavyweights, as speculation about higher value-added taxes weighed on sentiment. The Hang Seng Index dropped 0.1 per cent to 26,797.05 at the open, after falling 0.2 per cent Tuesday. The Hang Seng Tech Index fell 0.9 per cent. On the mainland, the CSI 300 Index lost 0.3 per cent and the Shanghai Composite Index slipped 0.1 per cent. Tech giants were among major losers, as rumours persisted that Beijing could follow up an adjustment of the value-added tax on the telecoms sector with a similar increase for internet companies, denting profit prospects. WeChat operator Tencent Holdings dropped 1.6 per cent to HK$572, and e-commerce giant Alibaba Group Holding lost 1 per cent to HK$159.40. Food-delivery service provider Meituan fell 1.8 per cent to HK$91.50, and short-video platform Kuaishou Technology slid 1.8 per cent to HK$72.15. Advertisement Limiting losses, gold miner Zijin Mining Group rose 2.1 per cent to HK$42.24, while oil and gas producer CNOOC added 2 per cent to HK$23.82. US equities fell overnight, with the S&P 500 dropping 0.8 per cent and the Nasdaq sliding 1.4 per cent, as concerns grew that an acceleration in artificial intelligence investment could weigh on demand for related products, such as software. Risk sentiment was further dented by escalating tensions between the US and Iran. Advertisement One stock debuted on Wednesday. Qingdao Gon Technology jumped 25 per cent to HK$45.
After setting up his own company, he was hired an as in-house private investigator for two US news shows. In the mid-1990s, because he was getting lots of calls from British newspapers, he set up a new enterprise as an "independent supplier of data to British tabloid reporters".
After setting up his own company, he was hired an as in-house private investigator for two US news shows. In the mid-1990s, because he was getting lots of calls from British newspapers, he set up a new enterprise as an "independent supplier of data to British tabloid reporters".
We came across a bullish thesis on IREN Limited on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on IREN. IREN Limited's share was trading at $53.08 as of February 2nd. IREN’s trailing and forward P/E were 34.39 and 55.87 respectively according to Yahoo Finance. Applied Optoelectronics (AAOI) Climbs 20.6% on Hyperscaler Order Copyri...
We came across a bullish thesis on IREN Limited on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on IREN. IREN Limited's share was trading at $53.08 as of February 2nd. IREN’s trailing and forward P/E were 34.39 and 55.87 respectively according to Yahoo Finance. Applied Optoelectronics (AAOI) Climbs 20.6% on Hyperscaler Order Copyright: ralwel / 123RF Stock Photo IREN Limited operates in the vertically integrated data center business in Australia and Canada. IREN is uniquely positioned to capitalize on the exploding demand for AI compute, applying a “Tesla playbook” to datacenters and effectively creating a near-infinite market opportunity. Despite a 50% decline from its highs, the long-term thesis remains intact, driven by AI scaling laws that are enabling models like Claude Opus 4.5 to autonomously handle increasingly complex tasks over extended time horizons. This is fueling exponentially rising demand for high-performance compute, and IREN’s ability to rapidly print and iterate datacenters makes it one of the few companies capable of meeting this demand. The recent Q1 FY2026 earnings call highlighted several derisking factors: transitioning from ASICs to GPUs is low CapEx and fast, cash from operations continues to trend upward, and flexible rack densities allow datacenters to support multiple generations of compute engines, reducing contracting risk. IREN’s management has consistently delivered on construction and commissioning timelines, validating operational execution in a complex environment where missteps could be costly. While higher CapEx historically depressed free cash flow per share, incremental design enhancements are now enabling outsized free cash flow growth, pointing to a potential rise in return on invested capital over the next 18-24 months. At just over $11 billion in market value and 15x sales, IREN is undervalued relative to its long-term potential to scale compute infrastruct...
Parradee Kietsirikul/iStock via Getty Images Looking forward in 2026, there may be a growing theme that investors must navigate: Many facets of the economy appear to be driving on a 'two-lane highway.' - Income Research + Management Market in Review A fog of uncertainty kicked off the fourth quarter of 2025, as the longest U.S. Government shutdown on record — totaling 43 days — began on October 1....
Parradee Kietsirikul/iStock via Getty Images Looking forward in 2026, there may be a growing theme that investors must navigate: Many facets of the economy appear to be driving on a 'two-lane highway.' - Income Research + Management Market in Review A fog of uncertainty kicked off the fourth quarter of 2025, as the longest U.S. Government shutdown on record — totaling 43 days — began on October 1. The disruption forced investors to navigate an already cautious macroeconomic environment without official data releases, such as October's Consumer Price Index ("CPI"), until November 12. Despite the limited data, the Federal Reserve ("Fed") continued easing monetary policy with two 0.25% cuts, bringing the federal funds target range to 3.50%–3.75%. The cuts were intended to protect against a softening labor market, but the decision was not unanimous. Members disagreed on whether inflation or employment posed a bigger risk to the economy. The shutdown-driven gaps in data collection did little to sway members decidedly in either direction. On one hand, the unemployment rate rose to 4.6% — a four-year high — supporting the dovish members on the committee. On the other hand, CPI growth eased to 2.7%, year over year in November. However, many cautioned the data were distorted by the shutdown and should be discounted. The Treasury curve continued to steepen, with the 2-year Treasury rate down 0.13% to 3.47%, and the 30-year yield up 0.11% to 4.84%. Investors became increasingly confident the Fed would cut rates throughout the quarter, which pushed front-end rates lower. Economic growth continued to be solid — as evidenced by 4.3% year-over-year GDP growth in the third quarter — thanks to Artificial Intelligence ("AI")-related CapEx and spending from the highest-earning consumers, which pressured long-end rates. Portfolio Performance During the fourth quarter, the Harbor Core Bond Fund (Institutional Class, "Fund") returned 0.89%, underperforming its benchmark, the Bloomberg US...
Key Points UnitedHealth reported earnings recently, which beat on the bottom line but missed on revenue. The company's guidance is soft for the year ahead as management expects a decline. The Trump administration has proposed just a nominal increase in Medicare Advantage rates for 2027. 10 stocks we like better than UnitedHealth Group › UnitedHealth Group (NYSE: UNH) is a stock that looks to be in...
Key Points UnitedHealth reported earnings recently, which beat on the bottom line but missed on revenue. The company's guidance is soft for the year ahead as management expects a decline. The Trump administration has proposed just a nominal increase in Medicare Advantage rates for 2027. 10 stocks we like better than UnitedHealth Group › UnitedHealth Group (NYSE: UNH) is a stock that looks to be in deep trouble. As of the end of January, it was already down 13% in 2026. And that's after an already brutal year in 2025, when it fell 35% in value. Investors have been dumping the stock in droves, as things appear to be going from bad to worse. The company recently released its latest quarterly results, which only exacerbated concerns about its future and whether this is still a good business to invest in. Here's why UnitedHealth stock seems to be in an endless free fall these days, and whether you should consider taking a chance on it. 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 » What's weighing down UnitedHealth stock? UnitedHealth reported its fourth-quarter results last week, and they technically weren't all that bad. The company beat expectations on the bottom line as its adjusted earnings per share came in at $2.11 versus the $2.10 that analysts were projecting. The company's top line was a little weak, however, totaling $113.2 billion, which was slightly lower than the $113.82 billion that Wall Street was looking for. It was a slight miss on revenue, but the bigger concern is that the future may not be all that much more promising for UnitedHealth. The Trump administration is proposing that rates are flat for Medicare Advantage in 2027, which is bad news not only for UnitedHealth, but other health insurance companies as well. Analysts were expecting rates to increase by at least 4%, while the government proposal calls for a rate increase of j...
Klaus Vedfelt/DigitalVision via Getty Images As we turned the page into a new year, I'm happy to start it off strong with my weekly $200 cash injections as well as an additional allocation of capital of the account this month to initiate a new position. This was as good of a start as I could ask for, with a massive increase in forward dividends due to contributions from new purchases, dividend inc...
Klaus Vedfelt/DigitalVision via Getty Images As we turned the page into a new year, I'm happy to start it off strong with my weekly $200 cash injections as well as an additional allocation of capital of the account this month to initiate a new position. This was as good of a start as I could ask for, with a massive increase in forward dividends due to contributions from new purchases, dividend increases, and dividend reinvestments. Since this series started in July of 2022, I have collected a total of $18,216.66 in dividends. Cumulative Dividends Received (Personal Spreadsheets) Background The initiation of tracking my DGI income on Seeking Alpha can be found here . My dividend income is tracked across all of my portfolios (taxable accounts and IRAs, not 401(k)s ). A large portion of the target $100,000 in forward-projected dividends will be produced within retirement accounts and thus not easily accessible during early retirement; however, I will aim to maintain a 33% proportion of dividend income in my taxable account. With this level of dividend income and adhering to the 4% rule on the overall taxable account size, I will be able to reasonably consider a change in career to a more part-time role or pursue other methods of income until I am able to access retirement funds. Meanwhile, my retirement accounts will continue to build and grow until I'm ready to begin taking distributions to fund my retirement. Forward Income Added During the month of January, I added $155.58 in forward income (an increase of 2.47% month/month), now making my total forward income $6,442.40. I received a moderate level of dividends this month, $461.87. My dividends received per month are relatively steady month-to-month as investments have been made in monthly dividend payers such as Realty Income Corp. ( O ), Main Street Capital ( MAIN ), and Neos S&P 500 High Income ETF ( SPYI ). My breakdown of income added via new purchases, dividend reinvestments, and dividend rate increases does n...
In this article TSLA Follow your favorite stocks CREATE FREE ACCOUNT Elon Musk waves to the crowd during the 56th annual World Economic Forum (WEF) meeting in Davos, Switzerland, January 22, 2026. Denis Balibouse | Reuters Elon Musk's move to combine SpaceX with his cash-burning artificial intelligence venture xAI signals a changing of the guard within his corporate empire. Tesla has been the sour...
In this article TSLA Follow your favorite stocks CREATE FREE ACCOUNT Elon Musk waves to the crowd during the 56th annual World Economic Forum (WEF) meeting in Davos, Switzerland, January 22, 2026. Denis Balibouse | Reuters Elon Musk's move to combine SpaceX with his cash-burning artificial intelligence venture xAI signals a changing of the guard within his corporate empire. Tesla has been the source of Musk's liquid wealth, and much of his fame. But following Monday's merger, Tesla's market cap of about $1.58 trillion is only 26% higher than SpaceX's stated private market valuation of $1.25 trillion. Musk owns an estimated stake of 43% in SpaceX, compared to his 13% ownership of Tesla. That means SpaceX represents more than half of Musk's paper wealth, which has ballooned past $852 billion, according to the Forbes Real Time Billionaires index . And Tesla's value has been on the decline to start the year, with the stock down 6% so far in 2026. In early January, Tesla reported a 16% year-over-year drop in vehicle deliveries, and later in the month announced that total revenue fell 3% in 2025, the first annual decline on record. Tesla's core auto business has been struggling of late due to a swarm of competition from electric vehicle makers in China and Europe and the recent elimination of a federal tax incentive for EV purchases in the U.S. The brand has also been hurt by Musk's foray into politics, including his work with the Trump administration and support of far-right figures in Europe. As Tesla's EV sales weaken, Musk has been shifting the focus of the company to its Robotaxi ride-hailing efforts and Optimus humanoid robots, markets where Tesla faces hefty competition and currently has no real business. Last week, Musk told analysts that Tesla is ending production of its Model S and X vehicles as it realigns its priorities. Those older models made up less than 3% of Tesla's annual vehicle deliveries in 2025, and the company now plans to use the lines where they w...
China’s services activity picked up after growing at a slower rate for four straight months, a private survey showed, suggesting that pockets of the economy are seeing renewed momentum despite a rocky start to the year. The RatingDog China services purchasing managers’ index rose to 52.3 in January from 52 in the prior month, according to a statement published Wednesday. The median forecast of eco...
China’s services activity picked up after growing at a slower rate for four straight months, a private survey showed, suggesting that pockets of the economy are seeing renewed momentum despite a rocky start to the year. The RatingDog China services purchasing managers’ index rose to 52.3 in January from 52 in the prior month, according to a statement published Wednesday. The median forecast of economists surveyed by Bloomberg was for no change from December, with any reading above 50 indicating an expansion. The data contrasts with a picture of an economy that got off to a wobbly start to 2026, with official PMI gauges of manufacturing , construction and services all signaling a contraction in January. With trade tensions still rife, China is looking to build up its consumer sector into a key engine of growth by bolstering incomes and domestic demand. But slumping housing prices and a weak jobs market are holding back consumption. The International Monetary Fund has previously called services “ an underutilized driver ” of China’s growth that contributes far less to its value-added than the advanced economy average of about 75%. Even so, service industries from restaurants to tourism and entertainment stood out for their resilience when the rest of the consumer economy largely stagnated and shoppers became thriftier . Retail sales in services grew 5.5% last year, compared with a 3.8% gain for goods sales. Recent surveys by the People’s Bank of China found that households are increasingly willing to spend on services, selecting education, health care and travel as the top three areas where they planned to increase purchases in the next three months. While economic momentum has weakened, policymakers have shown few signs of moving to unleash major stimulus as they continue to battle risks tied to local government debt. Beijing may even reduce the national goal for the economy for the first time in four years. President Xi Jinping has already signaled a greater toleran...