McKesson press release ( MCK ): Q3 Non-GAAP EPS of $9.34 beats by $0.07 . Revenue of $106.2B (+11.4% Y/Y) beats by $290M . Fiscal 2026 Full Year Outlook:• Raised and narrowed Adjusted Earnings per Diluted Share guidance range to $38.80 to $39.20, from theprevious range of $38.35 to $38.85 vs $38.68 consensus• Fiscal 2026 Adjusted Earnings per Diluted Share guidance range indicates 17% to 19% growth comparedto the prior year. More on McKesson 44th Annual J.P. Morgan Healthcare Conference McKesson Corporation (MCK) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript McKesson Corporation: FY26 Earnings Visibility Underpins Buy Case McKesson Q3 2026 Earnings Preview Cencora upgraded as Morgan Stanley cites a “golden era” for drug distributors

TTM Technologies press release ( TTMI ): Q4 Non-GAAP EPS of $0.70 beats by $0.02 . Revenue of $774.3M (+18.9% Y/Y) beats by $21.34M . Cash flow from operations of $62.9 million, or 8.1% of net sales Total book to bill of 1.35 for the fourth quarter A&D program backlog $1.6 billion More on TTM Technologies TTM Technologies: After A 300% Run, I'm Stepping Back (Downgrade) TTM Technologies: The Tailwinds Will Continue To Push Share Price, But I'll Pass TTM Technologies: A Critical AI Hardware Supplier With Undervalued Upside TTM Technologies Q4 2025 Earnings Preview TTM Technologies, Dutch Bros to join S&P 400 Index; Amneal, Apellis to be part of S&P SmallCap 600

The U.S. manufacturing sector hasn't definitively started recovering yet, but there are some positive signs from this company's earnings today. Shares in metal cutting and tools company Kennametal (KMT +7.40%) rose by as much as 14.4% by 11 a.m. this morning. The move came after the company released upbeat second-quarter earnings. Here's the lowdown. Kennametal beat expectations The company generates 46% of its revenue from the general engineering end market, and then mid-teens percentages from transportation, aerospace & defense, energy, and earthworks, respectively. Given that kind of exposure and the general weakness in the industrial sector, it's understandable if investors might have had low expectations going into the earnings. After all, industrial companies like 3M have given relatively modest guidance for 2026. Expand NYSE : KMT Kennametal Today's Change ( 7.40 %) $ 2.65 Current Price $ 38.41 Key Data Points Market Cap $2.7B Day's Range $ 36.52 - $ 40.87 52wk Range $ 17.30 - $ 40.87 Volume 169K Avg Vol 945K Gross Margin 29.76 % Dividend Yield 2.24 % That said, the company's sales and earnings growth came in above management's outlook, with CEO Sanjay Chowbey noting that the 10% year-over-year sales growth in the quarter was "better than expected on higher sales volume" during the earnings call. As such, this isn't a story of price hikes contributing to unsustainable sales growth. However, pricing did play a role, as Chowbey also noted that customers were buying in ahead of price increases as tungsten prices hit record highs. It's not clear if that level of demand will persist in the coming quarters. Where next for Kennametal On a more positive note, its aerospace & defense markets can expect to improve in 2026 amid an improved outlook for aircraft production, and the company's energy exposure offers growth opportunities as data centers continue to power electricity demand. Finally, management also noted the recent (January data) pickup in the Institute for ...

00:00 Josh Turning now to Qualcomm's first quarter results, Yahoo Finance's Dan Howley, joining us with the latest numbers, Dan. 00:04 Dan Yeah, Josh, uh not great in the outlook, but pretty good in the current quarter, the quarter that they reported. So the previous quarter, uh shares are now down around six and a half percent, a little bit more. Uh for the the the prior quarter, they reported uh EPS of $3.50. That was better than the estimates of $3.41. 00:23 Dan revenue of 12.3 billion, better than the estimate of 12.2 billion. Uh the uh uh QT uh QCT, their uh Qualcomm CDMA Technologies, that's their semiconductor arm. Uh revenue came in line there pretty much. Uh ditto for their Qualcomm Technology licensing arm, that Q uh TL. Uh that came in at 1.5 billion, you know, give or take a few million there. 00:46 Dan Uh so in line, generally uh a a decent quarter, but it's the outlook that has uh Wall Street kind of putting the brakes on on them right now. Uh essentially the outlook comes in uh for 10.2 to 11 billion dollars uh for Q2. The original estimate was for 11.18. So just shy of that uh point that the the street was looking for. 01:13 Dan Uh and in their release, Qualcomm specifically points to some headwinds from the memory shortage in the smartphone market. Uh but they still say that they're on track for their 2029 goals for revenue overall. Uh and this all comes as the company is kind of transforming itself, right? They're they're very heavily dependent on the smartphone market right now still. 01:36 Dan Uh they know that Apple is is leaving over time. They're moving away from their modems to their own in-house uh chips. and so Qualcomm is in this this mode of, okay, let's spread out, let's let's find other markets that are better for us. That includes things like PC chips, which, you know, I've used some of the computers that use their PC chips, they're very good, very capable. Uh they're also getting into robotics. 01:58 Dan I got to see some of that in p...

开市客公司1月同店销售总额增加7.1%，预估增加5.9%。 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

Add Decrypt as your preferred source to see more of our stories on Google. In brief CME Group is considering launching its own coin on a decentralized network. The exchange plans to move all crypto products to 24/7 trading in early 2026, pending regulatory approval. Crypto trading volumes hit records in 2025, with Q4 daily volume up 92% to over $13 billion. CME Group, owner of the world's largest derivatives exchange operator by trading volume, said it's actively considering launching its own coin and moving all of its crypto products to 24/7 trading during its Q4 earnings call on Wednesday. CME Group Chairman and CEO Terrence Duffy was responding to a question from Morgan Stanley analyst Michael Cyprys about the factors at play in allowing traders to use stablecoins, tokenized deposit tokens, or tokenized funds as collateral. He said the company has a tokenized cash "initiative" that's being rolled out with Google later this year. The tokenization deal with the tech giant was announced March 2025, and promised to deliver "secure wholesale payments and tokenization of assets." "So not only are we looking at tokenized cash, obviously, we're looking at different initiatives with our own coin that we could potentially put on a decentralized network for other of our industry participants to use," Duffy said during the Wednesday morning earnings call. "So there's multiple different ways that we're approaching this to create efficiencies for our clients going forward, without introducing any additional risk to the system."   Potentially launching a coin on a decentralized, public network is a key distinction from some of CME's Wall Street competitors. Citigroup, which has claimed that "tokenization really could be the next big thing," has taken the same route as JPMorgan in that it's using a token and private network to facilitate faster settlement for institutional clients. Meanwhile, CME's mention of around-the-clock trading for crypto funds isn't brand new. The compa...

Qualcomm Gives Tepid Forecast in Sign of Shaky Phone Market bloomberg.com

Sundry Photography Arm Holdings ( ARM ) shares fell more than 6% in extended trading on Wednesday as the British chip firm reported third-quarter results and guidance that were largely in line with the Street's estimates, suggesting investors wanted more. For the period ending Dec. 31, Arm said it earned an adjusted $0.43 per share as revenue came in at $1.24B, up 26% year-over-year. License and other revenue rose 25% year-over-year to $505M, while royalty revenue climbed 27% to $737M. A consensus of analysts expected the company to earn $0.41 per share on $1.23B in revenue. “Arm delivered a record revenue quarter as demand for AI computing on our platform continues to accelerate,” said Arm CEO Rene Haas in a statement. “Record royalty results in the third quarter reflect the growing scale of our ecosystem, as customers design the Arm compute platform into next-generation systems across cloud, edge, and physical environments to deliver high-performance, power-efficient AI. The fundamentals of the Arm business have never been stronger.” Looking ahead, Arm said it expects to earn between $0.54 and $0.62 per share on an adjusted basis for the fourth-quarter of fiscal 2026, with the midpoint of $0.58 above the $0.56 analysts were anticipating. Revenue is expected to be between $1.42B and $1.52B, with the $1.47B midpoint above the $1.44B analyst estimate. The company will hold a conference call at 5 p.m. EST to discuss the results. More on Arm Holdings Arm Holdings: Expect More Pressure As The Market Is Losing Patience Arm Holdings: Architecture Influence Is Gaining Momentum, But The Stock Is Expensive Arm: Don't Let This Dip Tempt You Arm Holdings Q3 2026 Earnings Preview Notable analyst calls this week: Amgen, Chevron and Procter & Gamble among top picks

Rumbu ( RMB:CA ) is proceeding with its previously announced non-brokered private placement. The offering consists of up to 2M units priced at $1/unit, targeting gross proceeds of $2M. Each unit includes one common share and one common share purchase warrant. Each warrant is exercisable at $1.40/share for a 12-month period following the closing date. Proceeds from the private placement will be used to support the Company’s ongoing business initiatives. More on Rumbu Holdings Seeking Alpha’s Quant Rating on Rumbu Holdings Financial information for Rumbu Holdings

Cerence press release ( CRNC ): Q1 GAAP EPS of -$0.12 misses by $0.14 . Revenue of $115.1M (+126.1% Y/Y) beats by $0.59M . CERENCE INC.Reconciliations of GAAP Financial Measures to Non-GAAP Financial Measures (unaudited - in thousands) Three Months Ended December 31, 2025 2024 GAAP revenue $ 115,076 $ 50,896 GAAP gross profit $ 99,350 $ 33,072 GAAP gross margin 86.3 % 65.0 % GAAP total operating expenses $ 70,039 $ 50,005 Stock-based compensation* 4,989 4,318 Amortization of intangible assets — 554 Restructuring and other costs, net* 7,794 11,062 Non-GAAP total operating expenses $ 57,256 $ 34,071 GAAP net loss $ (5,239 ) $ (24,288 ) Stock-based compensation* 5,346 4,808 Amortization of intangible assets — 554 Restructuring and other costs, net* 7,794 11,062 Depreciation 2,184 1,891 Total other (income) expense, net (750 ) 1,684 Provision for income taxes 35,300 5,671 Adjusted EBITDA $ 44,634 $ 1,382 GAAP net cash provided by operating activities $ 37,894 $ 9,254 Capital expenditures (2,249 ) (1,360 ) Free cash flow $ 35,645 $ 7,894 Click to enlarge More on Cerence Cerence: A Conversational AI Automotive Specialist With Multiple Tailwinds Going For It Cerence Inc. (CRNC) Q4 2025 Earnings Call Transcript Cerence Inc. 2025 Q4 - Results - Earnings Call Presentation Cerence Q1 2026 Earnings Preview Cerence announces repurchase of $30 million of 1.50% convertible senior notes due 2028

AvalonBay Communities press release ( AVB ): Q4 FFO of $2.85 misses by $0.01 . Same Store Residential revenue increased $11,825,000, or 1.8%, to $680,523,000. Same Store Residential operating expenses increased $6,040,000, or 2.9%, to $213,377,000 and Same Store Residential NOI increased $5,785,000, or 1.3%, to $467,146,000. Same Store Operating Results for the Year Ended December 31, 2025 Compared to the Prior Year Same Store Residential revenue increased $66,107,000, or 2.5%, to $2,712,066,000. Same Store Residential operating expenses increased $31,509,000, or 3.8%, to $851,659,000 and Same Store Residential NOI increased $34,598,000, or 1.9%, to $1,860,407,000. First Quarter and Full Year 2026 Financial Outlook For its first quarter and full year 2026 financial outlook, the Company expects the following: Projected EPS, Projected FFO and Projected Core FFO Outlook (1) Q1 2026 Full Year 2026 Low High Low High Projected EPS $ 2.35 — $ 2.45 $ 6.33 — $ 6.83 Projected FFO per share $ 2.69 — $ 2.79 $ 10.80 — $ 11.30 Projected Core FFO per share $ 2.73 — $ 2.83 $ 11.00 — $ 11.50 (1) See Definitions and Reconciliations, table 9, for reconciliations of Projected FFO per share and Projected Core FFO per share to Projected EPS. Full Year 2026 Financial Outlook Full Year 2026 vs. Full Year 2025 Low High Same Store: Residential revenue change 0.4 % — 2.4 % Residential Opex change 2.7 % — 4.9 % Residential NOI change (0.7 )% — 1.3 % Click to enlarge More on AvalonBay Communities AvalonBay: Apartment Market Challenges Persist AvalonBay Communities, Inc. (AVB) Presents at REITworld: 2025 Annual Conference - Slideshow AvalonBay revises down guidance midpoint for core FFO growth AvalonBay upgraded, Camden Property cut at Barclays after Q3 earnings season Seeking Alpha’s Quant Rating on AvalonBay Communities

Broadcom's custom AI chip unit is growing rapidly. The $3 trillion market cap club is a fairly exclusive group. There have only been four companies to breach this threshold: Nvidia, Alphabet, Apple, and Microsoft. However, I think one stock investors need to look out for is Broadcom (AVGO 3.75%). Broadcom is a $1.57 trillion company right now, so for it to join the $3 trillion club by the end of 2027 would require the stock to nearly double. Anytime you can identify a stock with that kind of upside, investors should pay attention. I think Broadcom is one of the top stocks to buy right now, as it's leading a revolution in the artificial intelligence (AI) computing world. Broadcom is taking on the king of AI Since the AI arms race began in 2023, Nvidia's graphics processing units (GPUs) have been the go-to computing unit of choice. GPUs can process multiple calculations in parallel, making them ideal for complex computing problems. GPUs had already been proven in other areas, such as engineering simulations, drug discovery, and cryptocurrency mining. So, it made perfect sense to deploy them to the next major computing workload: AI. Nvidia GPUs still make up the majority of AI computing units deployed, but there is rising competition. Broadcom is taking Nvidia head-on, but it isn't designing a new GPU. Instead, it's developing custom AI chips in collaboration directly with each AI hyperscaler. Designing a chip tailored to a specific workload isn't a new idea; it has been done for a long time. However, Broadcom is the first major company to do it with AI workloads, and it's seeing massive demand. Expand NASDAQ : AVGO Broadcom Today's Change ( -3.75 %) $ -12.00 Current Price $ 308.33 Key Data Points Market Cap $1.5T Day's Range $ 295.31 - $ 319.50 52wk Range $ 138.10 - $ 414.61 Volume 2M Avg Vol 30M Gross Margin 64.71 % Dividend Yield 0.76 % In the fourth quarter of 2025, its AI semiconductor revenue rose 74% to $6.5 billion. For Q1 2026, it expects 100% growth to $8.2 b...

Key Points Broadcom's chips represent a cheaper alternative to Nvidia's GPUs. Wall Street analysts expect huge growth from Broadcom over the next few years. 10 stocks we like better than Broadcom › The $3 trillion market cap club is a fairly exclusive group. There have only been four companies to breach this threshold: Nvidia, Alphabet, Apple, and Microsoft. However, I think one stock investors need to look out for is Broadcom (NASDAQ: AVGO). Broadcom is a $1.57 trillion company right now, so for it to join the $3 trillion club by the end of 2027 would require the stock to nearly double. Anytime you can identify a stock with that kind of upside, investors should pay attention. I think Broadcom is one of the top stocks to buy right now, as it's leading a revolution in the artificial intelligence (AI) computing world. 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 » Broadcom is taking on the king of AI Since the AI arms race began in 2023, Nvidia's graphics processing units (GPUs) have been the go-to computing unit of choice. GPUs can process multiple calculations in parallel, making them ideal for complex computing problems. GPUs had already been proven in other areas, such as engineering simulations, drug discovery, and cryptocurrency mining. So, it made perfect sense to deploy them to the next major computing workload: AI. Nvidia GPUs still make up the majority of AI computing units deployed, but there is rising competition. Broadcom is taking Nvidia head-on, but it isn't designing a new GPU. Instead, it's developing custom AI chips in collaboration directly with each AI hyperscaler. Designing a chip tailored to a specific workload isn't a new idea; it has been done for a long time. However, Broadcom is the first major company to do it with AI workloads, and it's seeing massive demand. In the fourth quarter of 2025, its AI semiconductor revenue r...

321 Quakes Hit San Francisco Bay In A Week – Is The San Andreas Fault Entering A Dangerous New Phase? Authored by Michael Snyder via The Economic Collapse blog, The west coast is shaking again. In recent weeks we have witnessed so much seismic activity along the portion of the Pacific Ring of Fire that sits directly along the California coastline. There had been hope that the shaking would settle down, but instead it appears to be accelerating. As you will see below, there have been 321 earthquakes in the San Francisco area within the past 7 days. If I was living in northern California, that would definitely get my attention. Scientists have warned us over and over again that “the Big One” is inevitably coming, and almost every day there are more reminders of this. In fact, San Ramon was just hit by a swarm of more than 30 earthquakes on Monday morning … A 4.2 earthquake struck near San Ramon Monday morning, following a 3.8 quake amid a string of over 30 temblors in the area, U.S. Geological Survey said. The 4.2 quake struck at 7:01 a.m. and followed a string of quakes that began with a 3.8 at 6:27 a.m. Dozens of earthquakes have followed. USGS said the 4.2 quake was about 9.4 km in depth. A magnitude 4.2 quake is quite significant. The shaking that it caused was so extensive that people living in the heart of San Francisco actually felt “windows rattling” … Residents in San Francisco’s Glen Park and Nopa neighborhoods reported rumbling and ‘windows rattling’ during the quake, and public transportation throughout the area was also affected by the swarm, according to the San Francisco Chronicle. The moderate quake even activated the National Tsunami Warning Center, however, officials said there was no danger of a major wave hitting the Bay Area. Of course this was not an isolated incident. According to the USGS, this latest earthquake swarm was “a continuation” of a pattern of heightened activity that the region has been experiencing since last November … ABC7 Eyewit...

Prediction: Broadcom Will Be a $3 Trillion Company by the End of 2027 Nasdaq

Prediction: Broadcom Will Be a $3 Trillion Company by the End of 2027 Yahoo Finance

文章提及标的 snap -- snap（SNAP）第四季度营收17.2亿美元，预估17亿美元；第四季度调整后每股收益0.1829美元，预估0.15美元。

watch now In this video XRP.CM= BTC.CM= ETH.CM= Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email Crypto World Bitcoin faces selling pressure as investors rotate out of risk-on assets: CNBC Crypto World On this week's episode of CNBC Crypto World, bitcoin faces selling pressure as investors continue to rotate out of risk-on assets. Plus, Patrick Witt, President Trump's crypto advisor, leads a meeting between the banking industry and crypto executives on the issue of stablecoin rewards. And, Senate Agriculture Committee Chairman John Boozman, R-Ark., discusses what happens next after his committee voted to advance its version of a crypto market structure bill in a party-line vote. 19:18 17 minutes ago Talia Kaplan Kaan Oguz Christian Nunley

Oracle stock continued to drop in January. January was a rough month for Oracle (ORCL 5.11%) investors. The enterprise software giant saw its stock fall 15.6%, continuing its slide from a less-than-stellar earnings report released the month prior. Three major factors were at play: a bondholder lawsuit, a wave of analyst downgrades and price cuts, and a macro environment that turned hostile to AI infrastructure spending. Expand NYSE : ORCL Oracle Today's Change ( -5.11 %) $ -7.90 Current Price $ 146.77 Key Data Points Market Cap $444B Day's Range $ 144.45 - $ 153.75 52wk Range $ 118.86 - $ 345.72 Volume 1.3M Avg Vol 27M Gross Margin 65.40 % Dividend Yield 1.29 % Oracle is being sued On Jan. 14, bondholders filed a class action suit in Manhattan court on behalf of investors who bought $18 billion of debt Oracle issued in September 2025. They claim Oracle knew it would need to raise significantly more debt to fund its AI data center buildout, and didn't disclose that when it sold the bonds. Sure enough, just seven weeks later, Oracle went back to the capital markets for an additional $38 billion in loans, leading to a spike in yields and a drop in bond prices. The optics aren't great here. Especially given that concerns over Oracle's rapidly growing debt are the driving force behind the stock's recent struggles. Wall Street slashed price targets Oracle stock also faced a string of price target cuts and downgrades from analysts across Wall Street. On Jan. 5, both UBS and RBC Capital cut their price targets -- UBS from $325 to $280, and RBC from $250 to $195. While UBS kept a "Buy" rating on the stock, it noted a real deterioration in investor confidence, particularly around Oracle's exposure to ChatGPT creator, OpenAI. RBC also maintained its rating, a "Sector Perform" -- essentially a hold. The biggest cut came from Morgan Stanley, which slashed its target from $320 to $213. Analyst Keith Weiss warned that Oracle's AI expansion leaves "little room for error," projectin...

Wolfspeed, Inc. press release ( WOLF ): Q2 EPS of -$5.78 may not be comparable to consensus of -$0.73. Revenue of $168.5M misses by $1.5M . More on Wolfspeed, Inc. Wolfspeed: The Silicon Carbide Opportunity Is Real, The Economics Are Not There Yet Wolfspeed: Full Production Ramp Ripe For Automotive Scaling Semiconductor stocks see bullish views at Susquehanna ahead of earnings Wolfspeed receives $698.6M in cash tax refunds Seeking Alpha’s Quant Rating on Wolfspeed, Inc.

Luis Alvarez/DigitalVision via Getty Images Summary I gave a buy rating to Otis Worldwide Corporation ( OTIS ) in November last year as adj. EBITDA growth started to accelerate (the inflection point), which I expected to drive multiples up. Fast-forward to today, part of the thesis has played out as expected, in that Service is performing extremely well, but the rest has not. Q4 2025 data shows that the NE recovery I expected was wrong, and that materially changes the risk-reward. I downgrade to hold. Earnings Results Update OTIS saw Q4 2025 revenue of ~$3.8 billion, missing consensus estimates by 2% (estimate: $3.872 billion). Reported revenue growth was 3% y/y, but organic growth was weaker at just 1%. This is a clear deceleration from the mid-single-digit trajectory seen in H1 2025. The underlying mix is the culprit for this miss. The Service segment continues to execute well, delivering 5% y/y organic growth. However, the New Equipment (NE) segment remains as a drag on consolidated results (down 6% y/y organically). The same dynamic is seen in the margin profile. The improvement of the consolidated adj. EBIT margin to 16.6% from 15.9% last year was really driven by service margins expanding by 100 bps to 25.5%; meanwhile, NE margins compressed by 110 bps to 3.6%. At the EPS level, OTIS did show good headline growth, up 11% y/y to $1.15. The Service Growth Driver Is Doing Well My view that the service segment will continue to drive growth was right, especially the modernization theme I flagged. In Q4 2025, modernization orders grew significantly by 43% on a constant currency basis, which is a lot stronger than the 23% y/y we saw in Q3 2025. This accelerating trend basically solidifies the narrative that building owners are actively allocating capital away from new builds and toward upgrading existing assets, and OTIS is clearly winning a sizeable chunk of share here. That magnitude of order growth pushed the modernization backlog up by 30%, which makes the revenu...

Matrix Service Company ( MTRX ) appointed Shawn P. Payne as chief operating officer, effective immediately. Payne will succeed John R. Hewitt as president and chief executive officer. Hewitt will step down from his roles effective June 30, 2026. More on Matrix Service Matrix Service Company 2026 Q1 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Matrix Service Historical earnings data for Matrix Service Financial information for Matrix Service

Howard Hughes Holdings ( HHH ) on Wednesday said that its wholly owned subsidiary priced $1 billion of senior notes, split evenly between notes due 2032 and 2034. The $500 million of notes due 2032 will pay interest at 5.875%, while the $500 million of notes due 2034 will pay interest at 6.125%. Both tranches were priced at par and will pay interest semi-annually starting September 1, 2026. The offering is expected to close on February 17, subject to customary conditions. Howard Hughes said it plans to use the proceeds primarily to redeem its outstanding 5.375% senior notes due 2028 and for general corporate purposes. HHH +0.13% after hours to $81.781. Source: Press Release More on Howard Hughes Howard Hughes Holdings: Can The Vantage Deal Unlock Berkshire-Like Compounding? Howard Hughes Holdings Continues Its Transformation Howard Hughes Holdings to Acquire Vantage Group Holdings Tapasya Investment Fund I trims stake in Fannie Mae, invests in Adobe in 2025 Key deals this week: Trump Media & Technology, Howard Hughes, BioMarin Pharmaceutical and more

(RTTNews) - Google (GOOG) is experimenting with a cleaner design for the Gemini overlay, but the changes could come at the cost of quick-access features many users rely on. Early testing suggests the company is considering moving several one-tap contextual actions into a secondary menu, reducing their visibility. In recent versions of the Google app, contextual options such as asking about a place, a PDF, or a webpage currently appear directly in the Gemini overlay when used alongside apps like Maps, Drive, Files, or Chrome. The overlay also includes a prominent shortcut for sharing the screen with Gemini Live, allowing users to start screen-based interactions instantly. Under the new approach being tested, these contextual buttons would be grouped inside the overlay's Plus menu instead of being shown upfront. Google is also exploring the placement of screen-related actions in the same menu, which would require extra steps to access features that are currently available with a single tap. Separately, Google appears to be testing a small usability tweak within Gemini chats by relocating the "Share conversation" option from a dropdown menu to the top-right corner of the main chat interface, making it easier to find. The reasoning behind the potential redesign has not been disclosed. While the cleaner interface may reduce visual clutter, it could also make powerful features less discoverable, especially for casual users. None of the changes is live yet, indicating they remain under internal evaluation. GOOG currently trades at $331.67 or 2.65% lower on the NasdaqGS. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

March arabica coffee (KCH26) on Wednesday closed down -8.45 (-2.66%), and March ICE robusta coffee (RMH26) closed down -49 (-1.29%). Coffee prices extended their week-long plunge on Wednesday, with arabica falling to a 5.75-month low and robusta posting a 6-week low. Coffee prices have been under pressure over the past week on an improving supply outlook. Above-average rainfall in Brazil has eased dryness concerns and is weighing on coffee prices. Somar Meteorologia reported on Monday that Brazil's largest arabica coffee-growing area, Minas Gerais, received 69.8 mm of rain during the week ended January 30, or 117% of the historical average. Don’t Miss a Day: Ample coffee supplies are a bearish factor for prices. On December 4, Conab, Brazil's crop forecasting agency, raised its total Brazil 2025 coffee production estimate by 2.4% to 56.54 million bags, from a September estimate of 55.20 million bags. Soaring coffee exports from Vietnam, the world's largest robusta producer, are bearish for robusta prices. Vietnam's National Statistics Office reported on January 5 that Vietnam's 2025 coffee exports jumped by +17.5% y/y to 1.58 MMT. Increased Vietnamese coffee supplies are negative for prices. Vietnam's 2025/26 coffee production is projected to climb +6% y/y to 1.76 MMT, or 29.4 million bags, a 4-year high. Also, the Vietnam Coffee and Cocoa Association (Vicofa) said on October 24 that Vietnam's coffee output in 2025/26 will be 10% higher than the previous crop year if weather conditions remain favorable. Vietnam is the world's largest producer of robusta coffee. The recovery in ICE coffee inventories is negative for prices. ICE-monitored arabica inventories fell to a 1.75-year low of 396,513 bags on November 18, but recovered to a 3.25-month high of 461,829 bags on January 7. Also, ICE robusta coffee inventories fell to a 13-month low of 4,012 lots on December 10 but recovered to a 2-month high of 4,662 lots last Monday. Shrinking Brazilian coffee exports are support...

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Coherent press release ( COHR ): Q2 Non-GAAP EPS of $1.29 beats by $0.08 . Revenue of $1.69B (+17.4% Y/Y) beats by $50M . Revenue for the third quarter of fiscal 2026 is expected to be between $1.70 billion and $1.84 billion vs $1.71B consensus Gross margin percentage for the third quarter of fiscal 2026 is expected to be between 38.5% and 40.5% on a non-GAAP basis. Total operating expenses for the third quarter of fiscal 2026 are expected to be between $320 million and $340 million on a non-GAAP basis. Tax rate for the third quarter of fiscal 2026 is expected to be between 18% and 20% on a non-GAAP basis. EPS for the third quarter of fiscal 2026 is expected to be between $1.28 and $1.48 on a non-GAAP basis vs $1.32 consensus Shares -39% . More on Coherent Steven Cress' Top 10 Stocks For 2026 Why I'm Bullish On Coherent Coherent: Very High Return Since July But Here Is Why I Pass Today Coherent Q2 2026 Earnings Preview Coherent, Ciena, Lumentum viewed favorably in optical networking space: Oppenheimer

Golub Capital BDC press release ( GBDC ): FQ1 Net investment income per share of $0.37 Earnings per share for the quarter ended December 31, 2025 was $0.25 as compared to $0.36 for the quarter ended September 30, 2025. Adjusted Earnings Per Share 1 for the quarter ended December 31, 2025 was $0.25 as compared to $0.36 for the quarter ended September 30, 2025. Net asset value (“NAV”) per share decreased to $14.84 at December 31, 2025 from $14.97 at September 30, 2025. Total investment income of $207.01M More on Golub Capital BDC Golub Capital: Why I Believe A 25%-35% Dividend Cut Is Coming (Rating Downgrade) Golub Capital: Moment To Sell Before Dividend Cut And NAV Erosion Golub Capital: Get Paid 11% Owning Private Credit Golub Capital BDC FQ1 2026 Earnings Preview What's in store for BDCs in 2026?

文章提及标的 富时A50期指连续 -- 富时A50期指 -- 富时A50期指连续夜盘收跌0.37%，报14900点。

Senate Banking Committee Chair Tim Scott indicated Wednesday that he expects the Department of Justice will resolve its criminal probe of current Federal Reserve chief Jerome Powell, clearing a path for the panel to advance President Donald Trump’s nominee for the top Fed job, Kevin Warsh.