What Happened? Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 4% in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. The U.S. government reportedly extended its review of export license applications for AI hardware, such as Nvidia's H200 chips, on national security groun...
What Happened? Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 4% in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. The U.S. government reportedly extended its review of export license applications for AI hardware, such as Nvidia's H200 chips, on national security grounds. This delay created uncertainty for chipmakers and reportedly led some Chinese customers to postpone orders until clearer guidance was issued. While there were earlier signals that some shipments could restart, the extended review process stalled progress, weighing on the stock of major exporters who saw China as a significant market. The situation highlighted the ongoing geopolitical tensions impacting the semiconductor industry's global supply chain. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Broadcom? Access our full analysis report here, it’s free. What Is The Market Telling Us Broadcom’s shares are very volatile and have had 23 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 15 days ago when the stock dropped 4.9% on the news that rising geopolitical tensions between the US and Europe over control of Greenland sparked a broad, risk-off mood in asset markets. The sell-off was fueled by President Trump's push for the U.S. to acquire Greenland, reviving fears of trade confrontations and new tariffs against European allies. The tech-heavy Nasdaq index saw significant declines, with the "Magnificent Seven" technology stocks, Nvidia, Apple, Alphabet, Amazon, Meta, Microsoft, and Tesla, all sliding to start the week. This widespread downturn among major tech players weighed heavily o...
Sven Piper/iStock Editorial via Getty Images Elon Musk's SpaceX ( SPACE ) has held meetings with banks from outside the U.S. for its initial public offering. Foreign banks pitched for roles at SpaceX ( SPACE ) at the company's California office in mid-January, according to a Bloomberg report on Wednesday, which cited people familiar with the matter. One group consisted of European banks and the ot...
Sven Piper/iStock Editorial via Getty Images Elon Musk's SpaceX ( SPACE ) has held meetings with banks from outside the U.S. for its initial public offering. Foreign banks pitched for roles at SpaceX ( SPACE ) at the company's California office in mid-January, according to a Bloomberg report on Wednesday, which cited people familiar with the matter. One group consisted of European banks and the other one was made up of firms from other regions. The meetings were for junior roles to help fill out the bank lineup for the IPO, according to the report. The meetings took place before Monday's announcement that SpaceX (SPACE) would acquire Musk's xAI. SpaceX didn’t immediately respond to a request for comment from Bloomberg. The latest update on the SpaceX ( SPACE ) IPO comes after reports last month that Bank of America ( BAC ), Goldman Sachs ( GS ), JPMorgan ( JPM ), and Morgan Stanley ( MS ), were being lined up for senior roles leading the IPO. The combined SpaceX ( SPACE ) and xAI is expected to have a valuation of $1.2 trillian. More on SpaceX SpaceX-xAI Deal: Building America's New Icon SpaceX IPO's $700 Billion Valuation Increase Benchmarked By Rocket Lab RONB: With The SpaceX-xAI Merger, Musk Aims For The Stars But May Land In The Sun There is a logical path for Tesla to merge with SpaceX and X.AI – analyst SpaceX–xAI deal reignites IPO countdown as prediction markets take bets on the date
What Happened? A number of stocks fell in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. The U.S. government reportedly extended its review of export license applications for AI hardware, such as Nvidia's H200 chips, on national security grounds. This delay created uncertainty for chipmakers...
What Happened? A number of stocks fell in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. The U.S. government reportedly extended its review of export license applications for AI hardware, such as Nvidia's H200 chips, on national security grounds. This delay created uncertainty for chipmakers and reportedly led some Chinese customers to postpone orders until clearer guidance was issued. While there were earlier signals that some shipments could restart, the extended review process stalled progress, weighing on the stock of major exporters who saw China as a significant market. The situation highlighted the ongoing geopolitical tensions impacting the semiconductor industry's global supply chain. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Zooming In On Amtech (ASYS) Amtech’s shares are extremely volatile and have had 54 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The biggest move we wrote about over the last year was 4 months ago when the stock gained 14.5% on the news that the company unveiled significant upgrades to its technology platform, AmtechOS, powered by artificial intelligence. These enhancements aimed to streamline operations and speed up the transition from prototype to production for printed circuit boards. The new AI-driven tools, including Scope of Work AI and Electronics troubleshooting AI, were fully integrated into the company's system to provide real-time information throughout the manufacturing process. The announcement built on existing positive sentiment, as the stock had already shown strong price movement and a high Momentum Score leading up to the news. One r...
What Happened? A number of stocks fell in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. The U.S. government reportedly extended its review of export license applications for AI hardware, such as Nvidia's H200 chips, on national security grounds. This delay created uncertainty for chipmakers...
What Happened? A number of stocks fell in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. The U.S. government reportedly extended its review of export license applications for AI hardware, such as Nvidia's H200 chips, on national security grounds. This delay created uncertainty for chipmakers and reportedly led some Chinese customers to postpone orders until clearer guidance was issued. While there were earlier signals that some shipments could restart, the extended review process stalled progress, weighing on the stock of major exporters who saw China as a significant market. The situation highlighted the ongoing geopolitical tensions impacting the semiconductor industry's global supply chain. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Zooming In On Amtech (ASYS) Amtech’s shares are extremely volatile and have had 54 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The biggest move we wrote about over the last year was 4 months ago when the stock gained 14.5% on the news that the company unveiled significant upgrades to its technology platform, AmtechOS, powered by artificial intelligence. These enhancements aimed to streamline operations and speed up the transition from prototype to production for printed circuit boards. The new AI-driven tools, including Scope of Work AI and Electronics troubleshooting AI, were fully integrated into the company's system to provide real-time information throughout the manufacturing process. The announcement built on existing positive sentiment, as the stock had already shown strong price movement and a high Momentum Score leading up to the news. One r...
Having skin in the game has never hurt so much, at least for some of the software industry’s wealthy founders and executives. This month’s selloff in software has shaved billions of dollars from the value of the shares held by Oracle Chairman Larry Ellison and AppLovin CEO Adam Foroughi. According to Bloomberg News’s Billionaires Index, software company founders and executives dominate the list of...
Having skin in the game has never hurt so much, at least for some of the software industry’s wealthy founders and executives. This month’s selloff in software has shaved billions of dollars from the value of the shares held by Oracle Chairman Larry Ellison and AppLovin CEO Adam Foroughi. According to Bloomberg News’s Billionaires Index, software company founders and executives dominate the list of wealthy Americans who have experienced the steepest losses to their net worth this year.
What Happened? Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 4% in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. The U.S. government reportedly extended its review of export license applications for AI hardware, such as Nvidia's H200 chips, on national security groun...
What Happened? Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 4% in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. The U.S. government reportedly extended its review of export license applications for AI hardware, such as Nvidia's H200 chips, on national security grounds. This delay created uncertainty for chipmakers and reportedly led some Chinese customers to postpone orders until clearer guidance was issued. While there were earlier signals that some shipments could restart, the extended review process stalled progress, weighing on the stock of major exporters who saw China as a significant market. The situation highlighted the ongoing geopolitical tensions impacting the semiconductor industry's global supply chain. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Broadcom? Access our full analysis report here, it’s free. What Is The Market Telling Us Broadcom’s shares are very volatile and have had 23 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 15 days ago when the stock dropped 4.9% on the news that rising geopolitical tensions between the US and Europe over control of Greenland sparked a broad, risk-off mood in asset markets. The sell-off was fueled by President Trump's push for the U.S. to acquire Greenland, reviving fears of trade confrontations and new tariffs against European allies. The tech-heavy Nasdaq index saw significant declines, with the "Magnificent Seven" technology stocks, Nvidia, Apple, Alphabet, Amazon, Meta, Microsoft, and Tesla, all sliding to start the week. This widespread downturn among major tech players weighed heavily o...
What Happened? Shares of fabless chip and software maker Broadcom AVGO fell 4% in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. The U.S. government reportedly extended its review of export license applications for AI hardware, such as Nvidia's H200 chips, on national security grounds. This ...
What Happened? Shares of fabless chip and software maker Broadcom AVGO fell 4% in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. The U.S. government reportedly extended its review of export license applications for AI hardware, such as Nvidia's H200 chips, on national security grounds. This delay created uncertainty for chipmakers and reportedly led some Chinese customers to postpone orders until clearer guidance was issued. While there were earlier signals that some shipments could restart, the extended review process stalled progress, weighing on the stock of major exporters who saw China as a significant market. The situation highlighted the ongoing geopolitical tensions impacting the semiconductor industry's global supply chain. What Is The Market Telling Us Broadcom’s shares are very volatile and have had 23 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 15 days ago when the stock dropped 4.9% on the news that rising geopolitical tensions between the US and Europe over control of Greenland sparked a broad, risk-off mood in asset markets. The sell-off was fueled by President Trump's push for the U.S. to acquire Greenland, reviving fears of trade confrontations and new tariffs against European allies. The tech-heavy Nasdaq index saw significant declines, with the "Magnificent Seven" technology stocks, Nvidia, Apple, Alphabet, Amazon, Meta, Microsoft, and Tesla, all sliding to start the week. This widespread downturn among major tech players weighed heavily on the overall market as investors reacted to the escalating political rhetoric. Broadcom is down 11.4% since the beginning of the year, and at $308.13 per share, it is trading 25.4% below its 52-week high of...
What Happened? Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 4% in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. The U.S. government reportedly extended its review of export license applications for AI hardware, such as Nvidia's H200 chips, on national security groun...
What Happened? Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 4% in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. The U.S. government reportedly extended its review of export license applications for AI hardware, such as Nvidia's H200 chips, on national security grounds. This delay created uncertainty for chipmakers and reportedly led some Chinese customers to postpone orders until clearer guidance was issued. While there were earlier signals that some shipments could restart, the extended review process stalled progress, weighing on the stock of major exporters who saw China as a significant market. The situation highlighted the ongoing geopolitical tensions impacting the semiconductor industry's global supply chain. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Broadcom? Access our full analysis report here, it’s free. What Is The Market Telling Us Broadcom’s shares are very volatile and have had 23 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 15 days ago when the stock dropped 4.9% on the news that rising geopolitical tensions between the US and Europe over control of Greenland sparked a broad, risk-off mood in asset markets. The sell-off was fueled by President Trump's push for the U.S. to acquire Greenland, reviving fears of trade confrontations and new tariffs against European allies. The tech-heavy Nasdaq index saw significant declines, with the "Magnificent Seven" technology stocks, Nvidia, Apple, Alphabet, Amazon, Meta, Microsoft, and Tesla, all sliding to start the week. This widespread downturn among major tech players weighed heavily o...
What Happened? Shares of fabless chip and software maker Broadcom (NASDAQ: AVGO) fell 4% in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. The U.S. government reportedly extended its review of export license applications for AI hardware, such as Nvidia's H200 chips, on national security grou...
What Happened? Shares of fabless chip and software maker Broadcom (NASDAQ: AVGO) fell 4% in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. The U.S. government reportedly extended its review of export license applications for AI hardware, such as Nvidia's H200 chips, on national security grounds. This delay created uncertainty for chipmakers and reportedly led some Chinese customers to postpone orders until clearer guidance was issued. While there were earlier signals that some shipments could restart, the extended review process stalled progress, weighing on the stock of major exporters who saw China as a significant market. The situation highlighted the ongoing geopolitical tensions impacting the semiconductor industry's global supply chain. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Broadcom? Access our full analysis report here, it’s free. What Is The Market Telling Us Broadcom’s shares are very volatile and have had 23 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 15 days ago when the stock dropped 4.9% on the news that rising geopolitical tensions between the US and Europe over control of Greenland sparked a broad, risk-off mood in asset markets. The sell-off was fueled by President Trump's push for the U.S. to acquire Greenland, reviving fears of trade confrontations and new tariffs against European allies. The tech-heavy Nasdaq index saw significant declines, with the "Magnificent Seven" technology stocks, Nvidia, Apple, Alphabet, Amazon, Meta, Microsoft, and Tesla, all sliding to start the week. This widespread downturn among major tech players weighed heavily ...
What Happened? A number of stocks fell in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. The U.S. government reportedly extended its review of export license applications for AI hardware, such as Nvidia's H200 chips, on national security grounds. This delay created uncertainty for chipmakers...
What Happened? A number of stocks fell in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. The U.S. government reportedly extended its review of export license applications for AI hardware, such as Nvidia's H200 chips, on national security grounds. This delay created uncertainty for chipmakers and reportedly led some Chinese customers to postpone orders until clearer guidance was issued. While there were earlier signals that some shipments could restart, the extended review process stalled progress, weighing on the stock of major exporters who saw China as a significant market. The situation highlighted the ongoing geopolitical tensions impacting the semiconductor industry's global supply chain. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Zooming In On Semtech (SMTC) Semtech’s shares are extremely volatile and have had 47 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 20 days ago when the stock gained 5.2% on the news that industry giant Taiwan Semiconductor Manufacturing Co. posted stronger-than-expected quarterly results, fueling optimism about sustained demand for artificial intelligence (AI) hardware. As the world's largest contract chipmaker, TSMC's performance is often seen as a key indicator for the entire tech industry. The company reported record fourth-quarter revenue, surpassing Wall Street estimates, driven by robust demand for advanced chips used in AI applications. This positive report has created a ripple effect across the sector, boosting shares of other semiconductor companies and equipment suppliers like ASML, Nvidia, and AMD. I...
What Happened? A number of stocks fell in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. The U.S. government reportedly extended its review of export license applications for AI hardware, such as Nvidia's H200 chips, on national security grounds. This delay created uncertainty for chipmakers...
What Happened? A number of stocks fell in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. The U.S. government reportedly extended its review of export license applications for AI hardware, such as Nvidia's H200 chips, on national security grounds. This delay created uncertainty for chipmakers and reportedly led some Chinese customers to postpone orders until clearer guidance was issued. While there were earlier signals that some shipments could restart, the extended review process stalled progress, weighing on the stock of major exporters who saw China as a significant market. The situation highlighted the ongoing geopolitical tensions impacting the semiconductor industry's global supply chain. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Zooming In On Applied Materials (AMAT) Applied Materials’s shares are quite volatile and have had 19 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 20 days ago when the stock gained 8.2% on the news that Taiwan Semiconductor Manufacturing Co. (TSMC), a major customer, announced a significant increase in capital spending plans and a robust revenue growth forecast for 2026, lifting the entire chip equipment sector. The positive forecast from the world's largest chip manufacturer signaled strong demand ahead. This directly benefited equipment suppliers like Applied Materials, which provides the tools needed for chip production. The optimism spread to Wall Street, where analysts reacted positively. An analyst from Stifel maintained a 'Buy' rating on the stock and increased the price target substantially to $340 from...
Tech stocks were mixed late Wednesday afternoon, with the State Street Technology Select Sector SPDR Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Tech stocks were mixed late Wednesday afternoon, with the State Street Technology Select Sector SPDR Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
The economy and the stock market experience ups and downs over time. Being a long-term investor allows you to see the forest for the trees and base your investments on big-picture trends that could dictate which stocks perform the best over time. Over the past decade, cloud computing, e-commerce, and digital advertising have been prominent growth stories. While those still have more upside, emergi...
The economy and the stock market experience ups and downs over time. Being a long-term investor allows you to see the forest for the trees and base your investments on big-picture trends that could dictate which stocks perform the best over time. Over the past decade, cloud computing, e-commerce, and digital advertising have been prominent growth stories. While those still have more upside, emerging industries like artificial intelligence (AI) are already paving the path to the future. The brilliant companies leading these industries have already enriched shareholders and have the fundamentals and growth prospects to continue winning for the foreseeable future. Consider buying these three top-notch growth stocks today and holding them long-term. 1. Nvidia AI chip company Nvidia (NASDAQ: NVDA) is the poster child of the AI craze that has swept the market since early 2023. The company built its business on graphics processing units (GPUs), and their strong computing power and task-specific functionality made them such a good fit for training AI models in data centers that Nvidia essentially took almost the entire market. Cloud computing companies have spent billions of dollars on Nvidia's H100 chips to amass the computing power needed to run AI applications through the cloud. That launched Nvidia into hyper-growth mode, and its next-generation chips are poised to be just as successful. The reality is that AI requires immense computing resources, and the need grows as models become more advanced and more companies want to deploy AI applications. You can see that Nvidia's business remains on an upward trajectory, with analysts estimating that it will generate nearly $200 billion in revenue next fiscal year: Analysts estimate Nvidia will grow earnings by an average of 20% annually over the next three to five years. The stock trades at a forward price-to-earnings (P/E) ratio of 47, a reasonable valuation for arguably the most important company in the still-nascent AI indu...
議員倡設誘因鼓勵生育補充勞動力 孫玉菡：已引入逾26萬人才、扭轉勞動人口跌勢 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】立法會辯論關於人口政策的無約束力議案，議員建議提供政策誘因以鼓勵生育，為未來補充人口及勞...
議員倡設誘因鼓勵生育補充勞動力 孫玉菡：已引入逾26萬人才、扭轉勞動人口跌勢 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】立法會辯論關於人口政策的無約束力議案，議員建議提供政策誘因以鼓勵生育，為未來補充人口及勞動力。政府表示已經制定不同措施應對人口高齡化。 港島西（新民黨）陳家珮：「其實很多夫婦都考慮過生育，不過因為多種原因，例如無論是經濟壓力、工作環境、醫療限制等實際限制而卻步。」選委會界別（經民聯）梁美芬：「人口下降最主要其中一樣原因意識形態，年輕人不肯生育小孩，要解決這樣，才可以有自然人口增加。」 勞工及福利局局長孫玉菡：「截至今年一月底，相關入境計劃已成功吸引超過26萬世界各地不同界別人才來香港工作和發展，當中大部分處於職涯上的黃金年齡。這些生力軍扭轉了本地勞動人口在疫情期間的跌勢，有助進一步豐富人才庫，提升香港整體競爭力。」
Shares of Super Micro Computer (NASDAQ: SMCI) were moving higher today after the company delivered strong fiscal second-quarter results and impressed the market with its guidance. Supermicro had already reported preliminary results, so the second-quarter numbers weren't a surprise, but the guidance made it clear that the company's rapid growth from the artificial intelligence (AI) boom will contin...
Shares of Super Micro Computer (NASDAQ: SMCI) were moving higher today after the company delivered strong fiscal second-quarter results and impressed the market with its guidance. Supermicro had already reported preliminary results, so the second-quarter numbers weren't a surprise, but the guidance made it clear that the company's rapid growth from the artificial intelligence (AI) boom will continue for the rest of the year. As of 1:21 p.m. ET, the stock was up 3.1% after trading up as much as 11.9% earlier in the session. Supermicro impresses again Supermicro has been one of the best-performing stocks on the market since the start of 2023. The maker of high-density servers and storage equipment has emerged as a beneficiary of the AI boom as training AI models requires fast response times and handling large volumes of data, something its hardware excels at. Supermicro said revenue jumped 103% in the quarter to $3.66 billion, well ahead of the earlier analyst consensus at $3.06 billion and the company's original guidance of $2.7 billion to $2.9 billion. Gross margin fell from 18.7% to 15.4%, but adjusted earnings per share still soared from $3.43 to $5.59, topping estimates at $4.93. CEO Charles Liang said, "While we continue to win new partners, our current end customers continue to demand more [of] Supermicro's optimized AI computer platforms and rack-scale Total IT Solutions." Momentum is building Supermicro lifted its guidance aggressively for the current quarter and full year. For the third quarter, the company expects revenue of $3.7 billion to $4.1 billion, and adjusted earnings per share of $5.20 to $6.01, up from $1.63 in the quarter a year ago. For the full year, the company raised its revenue guidance from $10 billion-$11 billion to $14.3 billion-$14.7 billion, implying revenue will jump 104% for the full year. Based on those numbers, Supermicro stock looks affordable at a forward P/E ratio of less than 30, though investors seem to believe this boom will b...
生產力局首辦AI方案展覽 涵蓋營運管理、校務教學等場景 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】生產力局首次舉辦AI人工智能方案展覽。 創新科技及工業局局長孫東出席展覽開幕禮，展覽一連3日舉行，展示近百項可...
生產力局首辦AI方案展覽 涵蓋營運管理、校務教學等場景 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】生產力局首次舉辦AI人工智能方案展覽。 創新科技及工業局局長孫東出席展覽開幕禮，展覽一連3日舉行，展示近百項可即時部署的AI解決方案，涵蓋營運管理、校務教學、客戶互動、樓宇維護等場景。孫東說香港有國際化人才以及開放市場環境是推動AI產業化最佳土壤。 生產力局調查發現，中小企應用AI比例只有48%，遠低於大型企業的八成，希望新發布的AI平台「HKPC天工開物」可支援中小企加快引入AI應用。 生產力局首席數碼總監黎少斌：「模組化設計當中有預先驗證解決方案，有很多大模型，很快訓練新應用，亦有常用如視覺檢測、自然語言處理等功能，已集合當中。曾嘗試客戶提出要求，最快半日可以提供原型。」
「新國補」實施首月 1613萬人次受惠 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】2026年消費品以舊換新政策全面落地，「新國補」實施首月已有1,613萬人次受惠。 隨著消費品以舊換新政策「加碼」，今年1月汽...
「新國補」實施首月 1613萬人次受惠 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】2026年消費品以舊換新政策全面落地，「新國補」實施首月已有1,613萬人次受惠。 隨著消費品以舊換新政策「加碼」，今年1月汽車、家電、數碼和智能產品銷售額達925.6億元人民幣。根據商務部的數據，1月份門店客流有明顯增長，家電以舊換新以及數碼和智能產品購新銷售接近8成，較去年同期增長約20%，當中綠色、節能家電、環保新能源汽車等訂單量都有顯著增長。
國台辦：台灣問題是中國核心利益中的核心 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】國台辦指國家主席習近平與美國總統特朗普通電話，闡明了中方在台灣問題的嚴正立場，敦促美方慎重處理台灣問題。 國台辦發言人陳斌華：...
國台辦：台灣問題是中國核心利益中的核心 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】國台辦指國家主席習近平與美國總統特朗普通電話，闡明了中方在台灣問題的嚴正立場，敦促美方慎重處理台灣問題。 國台辦發言人陳斌華：「台灣是中國的領土，台灣問題是中國核心利益中的核心，是中美關係第一條不可逾越的紅線，民進黨當局一再企圖『倚外謀獨』、『以武謀獨』，導致台海局勢緊張動蕩。美方應恪守一個中國原則和中美三個聯合公報，慎之又慎處理台灣問題。」
Earnings Call Insights: The Timken Company (TKR) Q4 2025 Management View CEO Lucian Boldea emphasized a strong finish to a challenging year, highlighting adjusted earnings per share of $1.14 in Q4 and total sales growth of 3.5% over the prior year. Boldea noted, "We increased free cash flow to $141 million, enabling us to return $36 million of cash to shareholders and reduce debt by more than $100...
Earnings Call Insights: The Timken Company (TKR) Q4 2025 Management View CEO Lucian Boldea emphasized a strong finish to a challenging year, highlighting adjusted earnings per share of $1.14 in Q4 and total sales growth of 3.5% over the prior year. Boldea noted, "We increased free cash flow to $141 million, enabling us to return $36 million of cash to shareholders and reduce debt by more than $100 million during the fourth quarter." He outlined expectations for 2026, including organic revenue growth, strong free cash flow, and higher margins, driven by order activity and a stronger backlog. Boldea announced the extension of the company's 80/20 discipline across the entire enterprise, stating, "Over time, we expect to exit underperforming businesses and prioritize our focus and resources on actions that will have the greatest impact to company margins and growth." New strategic leadership roles were introduced, including Chief Technology Officer, Vice President of Marketing, and Regional President, which Boldea described as moves to "fuel innovation, strengthen commercial execution and position us to capture greater share in key market verticals and regions." CFO Michael Discenza reported, "Overall, total revenue for the quarter was $1.11 billion, which is up 3.5% from last year. Adjusted EBITDA margins came in at 16% and adjusted earnings per share for the quarter was $1.14." Discenza detailed that "operating cash flow of $183 million" and "free cash flow was $141 million, up from last year," and that the company ended the quarter with net leverage at 2x. Outlook The company expects full year 2026 revenue to increase 2% to 4% and forecasts adjusted earnings per share in the range of $5.50 to $6, an 8% increase at the midpoint versus 2025. Currency is projected to contribute around 1% to revenue, and free cash flow is targeted at $350 million for the year. Management expects incremental benefits from organic sales, currency, and tariffs, with Discenza explaining, "We...