US stocks jumped on Friday, set to rebound from a weeklong tech bruising as Wall Street reassessed worries about the impact of AI disruption and the risks of hefty Big Tech spending. The Dow Jones Industrial Average (^DJI) led the way higher, surging by about 2.2%, or more than 1,000 points, to climb ahead of the 50,000 level for the first time. The S&P 500 (^GSPC) rose 1.7%, while the Nasdaq Composite (^IXIC) added about 2%, as the indexes bounced back from Thursday's sharp closing losses and a week's worth of selling pressure. Wall Street is ending the week with a bounce back, as Big Tech CEOs and analysts brush aside concerns about the impact of new AI tools on legacy tech. The S&P 500 again turned positive for 2026, but the benchmark and the Nasdaq remain on track for weekly losses. Some of tech's biggest names led the charge. Nvidia (NVDA) surged over 7%, while Broadcom (AVGO) and Tesla (TSLA) posted sizable gains. Some tech gloom persisted as Amazon's (AMZN) shares tumbled 7%. In its earnings, the major cloud provider outlined plans for a massive 2026 jump in spending to at least $200 billion, even as its forecast for operating income fell short. The tentative risk-on tone extended beyond stocks, as bitcoin (BTC-USD) climbed steadily back to above $68,000, having touched a 16-month low overnight. But the biggest cryptocurrency is still on track for its worst weekly performance since 2022 after wiping out all of its post-Trump election gains this week. Strategy (MSTR), one of the companies most affected by the crypto slump, revealed a loss for the quarter. The results initially weighed on its stock, but shares were up over 13% on Friday as bitcoin revived and Strategy's CEO played down concerns about debt-servicing risks. Elsewhere, Stellantis (STLA) warned it will take a charge of over 22 billion euros ($26 billion) in a plan to scale back its EV push. Shares in the Jeep maker tanked over 20% on Wall Street and in Milan (STLAM.MI). Looking ahead, the release o...

US stocks rebounded on Friday from a weeklong tech bruising as Wall Street reassessed worries about the impact of AI disruption and the risks of hefty Big Tech spending. The Dow Jones Industrial Average (^DJI) led the way higher, surging by about 2.5%, or more than 1,200 points, to climb ahead of the 50,000 level for the first time. The S&P 500 (^GSPC) rose 2% in its best session since May of last year. The Nasdaq Composite (^IXIC) added about 2.1%, as the indexes bounced back from Thursday's sharp closing losses and a week's worth of selling pressure. Wall Street is ending the week with a bounce back, as Big Tech CEOs and analysts brushed aside concerns about the impact of new AI tools on legacy tech. The Dow ended the week with a gain of 2.5%, but the benchmark S&P 500 and the Nasdaq closed the week in the red. Some of tech's biggest names led the charge. Nvidia (NVDA) surged over 8%, while Broadcom (AVGO) and Tesla (TSLA) posted sizable gains. Some tech gloom persisted as Amazon's (AMZN) shares tumbled 7%. In its earnings, the major cloud provider outlined plans for a massive 2026 jump in spending to at least $200 billion, even as its forecast for operating income fell short. The tentative risk-on tone extended beyond stocks, as bitcoin (BTC-USD) climbed steadily back to above $70,000, having touched a 16-month low overnight. But the biggest cryptocurrency is still down almost 20% year to date after wiping out all of its post-Trump election gains this week. Strategy (MSTR), one of the companies most affected by the crypto slump, revealed a loss for the quarter. The results initially weighed on its stock, but shares were up over 13% on Friday as bitcoin revived and Strategy's CEO played down concerns about debt-servicing risks. Elsewhere, Stellantis (STLA) warned it will take a charge of over 22 billion euros ($26 billion) in a plan to scale back its EV push. Shares in the Jeep maker tanked over 20% on Wall Street and in Milan (STLAM.MI). Looking ahead, the releas...

The Dow Jones Industrial Average crossed 50,000 for the first time on Friday. The Nasdaq Composite rallied 1.9%. The majority of stocks in the index were rallying on Friday, but the Dow got a big boost from Nvidia, Caterpillar, and Goldman Sachs.

道琼斯工业平均指数涨穿50000点整数位心理关口，创盘中历史新高，当前涨1096点，涨幅2.24%；成分股英伟达维持涨7.3%的表现，卡特彼勒涨6.3%，高盛涨4.3%，3M涨4.3%，安进涨3.5%，沃尔玛涨2.7%。 标普500指数目前涨1.73%，纳指涨429.368点涨幅1.9%，纳斯达克100指数涨460点涨幅1.87%，生物科技指数涨2.7%，半导体指数涨5.5%，银行指数涨2.9%，小盘股指涨3.3%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Emma Raducanu dug deep to secure a gritty win over Oleksandra Oliynykova and reach her first final since her 2021 US Open triumph. Aged just 18, Raducanu stunned the sporting world when she enjoyed a fairytale run to become the first qualifier to win a Grand Slam with victory in New York. Her attempts to build on that historic success have been disrupted by countless injuries and several coaching changes, with Raducanu struggling to find consistent form on the WTA Tour. She had lost her past three semi-finals on the WTA Tour, meaning the US Open remains her sole senior trophy. But the British number one held her nerve on Friday to claim a 7-5 3-6 6-3 win after almost three hours on court against Ukraine's Oliynykova to reach the final of the Transylvania Open. Fellow Briton Katie Boulter also made a breakthrough at the Ostrava Open, beating American Katie Volynets to make her first final in over 15 months. It means Raducanu and Boulter will become the first two British women to play Tour-level finals on the same day.

Amazon.com's (AMZN) first-quarter operating income outlook disappointed investors, while the e-comme 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.

Listen to Odd Lots on Apple Podcasts Listen to Odd Lots on Spotify Watch Odd Lots on YouTube Subscribe to the newsletter This week has been a pretty wild one in markets. Some of the most popular trades of recent years — like going long software, crypto, or gold — suddenly collapsed. Of course, there are plenty of things you can point to as the proximate cause of the selloff. AI is now an existential threat to SaaS. Bitcoin has seen some unflattering headlines. The nomination of Kevin Warsh as the next Federal Reserve chair stalled the debasement trade. But the way the market functions has also changed enormously, arguably leading to faster and more violent moves. On this episode, we catch up with Charlie McElligott, cross-asset macro strategist at Nomura, who explains just how much market mechanics have shifted, and talks about the flows and positioning he's seeing right now.

HGP Partners With Shaw To Deploy Navy's Nuclear Reactors On Land HGP Intelligent Energy is partnering with the Shaw Group to deploy U.S. Navy submarine and aircraft carrier nuclear reactors at the DOE's Paducah, Kentucky facility. Back in December, we covered their initial proposal to the U.S. government to utilize reactors from the Navy in an effort to find the quickest means of deploying new nuclear energy to support AI demand for government efforts like Project Genesis. The U.S. Navy has operated the most successful nuclear program in history with over 7,500 reactor years of safe operation. It is abundantly clear that if there is a way to bring their technology and operational success to other efforts and venues, these possibilities should be pursued. Shaw will be utilizing its previous experience with nuclear projects, including their involvement at Vogtle Units 3 and 4, to advance HGP’s CoreHeld Project through engineering, procurement, and fabrication services. Shaw's potential scope of work includes “balance-of-plant module fabrication, piping systems, structural components, pressure vessels, and related nuclear-grade equipment.” The Paducah, Kentucky, site has been a hotspot of nuclear fuel chain activity over the past couple years. Formerly the site of the Paducah Gaseous Diffusion Plant, the last commercial-scale, American uranium enrichment facility that closed in 2013, is being utilized by multiple companies. General Matter, led by Founders Fund's Scott Nolan, is developing one of the newest uranium enrichment facilities in Paducah after being awarded $900 million from the DOE in an effort to increase domestic production capacity. Global Laser Enrichment (GLE) is also working on uranium enrichment, but with a next-generation laser technology that hopes to provide lower-cost enrichment and a smaller footprint. GLE additionally looks to re-enrich some of the byproduct of previous enrichment processes with enough material stored on-site in Kentucky for GLE ...

Key Points New NATO commitments are pushing European defense spending up. Hostilities in the Middle East are expected to push new spending in the region. Trump is encouraging and enabling greater spending on weapons worldwide. 10 stocks we like better than SPDR Series Trust - State Street SPDR S&P Aerospace & Defense ETF › Defense stocks soared in January. The S&P Aerospace and Defense Select index is up about 11% so far in 2026, driven higher by elevated geopolitical uncertainty, increased defense spending, and expectations of even greater government expenditures on military technologies in the near term. The State Street SPDR S&P Aerospace & Defense ETF (NYSEMKT: XAR), which tracks that index, is up about 10.5% year to date vs. the S&P 500 index, which has risen only about 1%. 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 » Three defense stocks in particular stand out, all of them up more than 20% in 2026 after only about a month: It looks likely that these stocks have even more potential upside if you consider the factors that have been driving them higher and how those factors may play out through the remainder of this decade. Global defense spending is rising rapidly From the start of his second term, President Donald Trump has demanded that NATO members step up their defense spending. The alliance's former goal was for each member nation to spend 2% of its gross domestic product (GDP) on defense. But under pressure from the White House, in June of 2025, that goal was boosted to 5% by 2035. That 5% will consist of 3.5% on pure defense and the rest on defense-related infrastructure. That's quite an increase, considering some of the largest economies in the world are NATO members, including Germany, the United Kingdom, and France. Germany, with a GDP of more than $5 trillion, has announced plans to double defense spending within five years, hi...

Apple Inc. is preparing to allow voice-controlled artificial intelligence apps from other companies in CarPlay, according to people familiar with the matter, a move that will let users query AI chatbots through its vehicle interface for the first time. The company is working to support the apps in CarPlay within the coming months, said the people, who asked not to be identified because the plan hasn’t been announced. The change marks a strategic shift for Apple, which until now has only allowed its own Siri assistant as a voice-control option within its popular vehicle infotainment software. With the move, AI providers such as OpenAI, Anthropic PBC and Alphabet Inc. ’s Google will be able to release CarPlay versions of their apps that include a voice-control mode. That means a driver could, say, ask ChatGPT for restaurant recommendations without taking their hands off the wheel. Apple customers have been clamoring for such an option for months, but there’s no guarantee that outside developers will follow through and take advantage of the capability. A spokesperson for Cupertino, California-based Apple declined to comment. There will still be limits. Apple won’t let users replace the Siri button on CarPlay or the wake word that summons the service. Instead, users will need to open the app to activate the third-party voice control, the people said. Developers will be able to design their apps so voice mode launches automatically when the app is opened, which should help make it more convenient to use. Siri is commonly used in CarPlay to manage music playback, send messages and handle navigation. But many people have turned to services such as ChatGPT, Gemini and other AI voice apps for broader questions and requests that go beyond Siri’s capabilities. Users can already access AI apps on the iPhone and carry on conversations through a car’s speakerphone, but the experience is finicky and operates outside of CarPlay itself. Some people have also relied on less-than-idea...

(Bloomberg) — Apple Inc. (AAPL) is preparing to allow voice-controlled artificial intelligence apps from other companies in CarPlay, according to people familiar with the matter, a move that will let users query AI chatbots through its vehicle interface for the first time. The company is working to support the apps in CarPlay within the coming months, said the people, who asked not to be identified because the plan hasn’t been announced. Most Read from Bloomberg The change marks a strategic shift for Apple, which until now has only allowed its own Siri assistant as a voice-control option within its popular vehicle infotainment software. With the move, AI providers such as OpenAI (OPAI.PVT), Anthropic PBC (ANTH.PVT) and Alphabet Inc. (GOOG, GOOGL)'s Google will be able to release CarPlay versions of their apps that include a voice-control mode. That means a driver could, say, ask ChatGPT for restaurant recommendations without taking their hands off the wheel. Apple customers have been clamoring for such an option for months, but there’s no guarantee that outside developers will follow through and take advantage of the capability. A spokesperson for Cupertino, California-based Apple declined to comment. There will still be limits. Apple won’t let users replace the Siri button on CarPlay or the wake word that summons the service. Instead, users will need to open the app to activate the third-party voice control, the people said. Developers will be able to design their apps so voice mode launches automatically when the app is opened, which should help make it more convenient to use. Siri is commonly used in CarPlay to manage music playback, send messages and handle navigation. But many people have turned to services such as ChatGPT, Gemini and other AI voice apps for broader questions and requests that go beyond Siri’s capabilities. Users can already access AI apps on the iPhone and carry on conversations through a car’s speakerphone, but the experience is finicky and o...

Apple Plans to Allow Outside Voice-Controlled AI Chatbots in CarPlay bloomberg.com

300 journalists have lost their jobs at The Washington Post. Over 300,000 readers have canceled their subscriptions. Owner Jeff Bezos, who purchased the legendary publication in 2013, has driven his reputation into the ground by using his vast empire to churn out content designed to make President Donald Trump happy: Amazon MGM Studios spent $40 million to produce a fawning documentary about Melania Trump, which premiered days before the Post sent out mass layoff notices. And yet, he’s gotten nothing out of his attempts to suck up to Donald Trump — at least, nothing that’s a net positive to his bottom line. Which begs the cynical question: Why does he even own The Washington Post at all? The Trump era is, after all, a cynical and transactional time. Billionaires, CEOs, and world leaders have quickly learned that sucking up to Trump will get them what they want — pardons, tariff exemption, an export control lifted, a merger deal approved, an investigation quashed. And when it comes to media companies, the Paramount-Skydance merger has set the bar for sucking up to Trump. In order for the merger to get regulatory approval, Skydance CEO David Ellison pushed CBS to settle a defamation suit filed by Trump, canceled The Late Show with Stephen Colbert, and hired Bari Weiss, a right-wing Substacker with virtually no newsroom leadership experience, as CBS News’s editor-in-chief. In short, Ellison had to commit to neutering CBS’s ability to criticize Trump. But he did get a $28 billion merger out of it. Bezos’ media plays, on the other hand, seem self-contradictory. Financing a fawning documentary about Melania Trump does not mesh with owning a media company with a 150-year-old legacy of holding politicians accountable, especially one that famously held Trump accountable during his first administration. (If the goal was to neuter the Post too, then bafflingly, his deputy, Will Lewis, fired everyone except for those on the political desks.) Even his attempt to separate the pol...

AMD Ignites AI Market with Blockbuster Q4 Earnings, Surpassing $1.50 per Share FinancialContent

AMD Ignites AI Market with Blockbuster Q4 Earnings, Surpassing $1.50 per Share The Chronicle-Journal

RyanJLane/E+ via Getty Images Centuri Holdings, Inc. ( CTRI ) has experienced a strong start to eq1’26 with $870 million in new billings, setting the stage for a strong eFY26. With the power transmission industry going through a major growth stride to support the growing power needs for large-scale data centers, Centuri is well-positioned to secure long-term master services agreements (MSAs) for support and replacement work across the power market. Given the upbeat outlook, I am recommending CTRI shares with a "Buy" rating with a price target of $34/share at 13.48x eFY26 EV/aEBITDA. Centuri Holdings Operations Centuri exited q3’25 with a backlog of $5.9 billion, up 11% sequentially, underpinned by $815 million in new bookings, driving a book-to-bill ratio of 0.96x. Accordingly, 80% of bookings in the quarter were driven by new MSA bids, driving new revenue opportunities to the firm. Despite the relatively muted quarter for new bookings, Centuri’s year-to-date book-to-bill ratio stands at 1.80x, driven by substantial business intake in the first two quarters of FY25. Corporate Filings In addition to new business, Centuri is earning added work from existing customers under their existing MSAs with $170 million in renewals. Centuri’s pipeline for work remains robust with $13 billion in the pipeline, of which half would be strategic opportunities for the firm. As of q3’25, Centuri had a pipeline awaiting awards for q4’25 through q1’26 of $3 billion, $1.3 billion of which is new bids and $1.3 billion in MSA renewals. Accordingly, bids in the pipeline valued at $1.3 billion consist of data center opportunities, building upon Centuri’s $50mm for data center projects. On Dec. 11, 2025 , Centuri was awarded $500 million in new commercial contracts, 84% of which was new work, inclusive of new MSAs. The remaining 16% of the contract awards were for existing customer MSAs. The addition of these awards brought Centuri’s 2025 bookings to $4.5 billion ( inclusive of $178 million a...

Editor's note: Seeking Alpha is proud to welcome Fausto Cuesta as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » piola666/E+ via Getty Images Introduction SFL Corporation ( SFL ) is a well-known name in the shipping industry, particularly among income-oriented investors. At current pricing, the shares offer a balanced risk-reward profile, supported by a solid dividend yield. Additional upside to total shareholder returns could materialize if Hercules, one of the company’s two drilling rigs, secures new employment. With the Hercules currently idle, the company’s free cash flow generation is slightly negative after dividend distributions, and finding a new charter could take some time. This raises concerns about a potential dividend cut, which would likely pressure SFL’s share price. That said, SFL’s sizable revenue backlog provides strong earnings visibility and cash flow stability, while its robust liquidity position should allow the company to absorb the current free cash flow shortfall for an extended period. As discussed throughout the article, I view the probability of another dividend cut as relatively low, and even if such a scenario were to materialize, downside risk would likely be limited, potentially resulting in an even more attractive risk-reward profile. Company Overview SFL Corporation owns a diversified fleet across the shipping industry, with exposure to the containership, tanker, and dry bulk sectors, as well as two offshore rigs providing exposure to the energy segment. John Fredriksen, through Hemen Holding, owns approximately 19.5% of the shares, and consistent with other companies where he holds a sizable stake, SFL has historically maintained a shareholder-friendly dividend policy, contributing to a premium valuation. This strategy historically made SFL an att...

The nuclear energy stock has significant upside potential as the U.S. becomes self-reliant on key nuclear fuel. Centrus Energy (LEU +9.60%) was among the most explosive stocks of 2025 in the energy sector, surging 500% by mid-October and exiting the year with 264.4% gains, according to data provided by S&P Global Market Intelligence. 2025 was a landmark year for the U.S. nuclear energy industry as President Donald Trump signed a series of executive orders to reform the industry and set an ambitious goal to quadruple domestic nuclear capacity to 400 GW by 2050. Although nuclear reactors use uranium fuel, mined uranium ore must be milled, converted, and enriched to become usable as nuclear fuel. As one of the few companies in the U.S. supplying enriched fuel for nuclear energy reactors and operating the only facility in the U.S. licensed to produce HALEU (high-assay, low-enriched uranium) for advanced reactors, Centrus is anchoring President Donald Trump's push for nuclear energy independence in the nation. Why 2025 was a transformational year for Centrus Centrus is working with the U.S. Department of Energy (DOE) and Oak Ridge National Laboratory to develop uranium-enrichment gas centrifuge technology. In June 2025, Centrus secured a contract extension from the DOE for an additional year of production through June 30, 2026. Centrus also hit a milestone last June when it delivered 900 kilograms of HALEU to the DOE under the second phase of its ongoing contract. The company has now proceeded to the next phase of the contract, valued at around $110 million and running through mid-2026. Centrus also announced major expansions of its Ohio uranium enrichment plant to start manufacturing centrifuges, with the first centrifuges expected to come online in 2029. Expand NYSE : LEU Centrus Energy Today's Change ( 9.60 %) $ 23.25 Current Price $ 265.33 Key Data Points Market Cap $4.4B Day's Range $ 244.78 - $ 266.49 52wk Range $ 49.40 - $ 464.25 Volume 712K Avg Vol 1.1M Gross Mar...

Earnings Call Insights: Biogen Inc. (BIIB) Q4 2025 Management View Christopher Viehbacher, President, CEO & Director, opened by stating, "We finished the year strongly with a very good fourth quarter, and I think, finished the year in a very satisfactory manner. We finished slightly above the upper end of our guidance." He highlighted a focus on growth products, which generated $3.3 billion in fiscal 2025, up 19%. He announced VUMERITY's inclusion among growth products due to its performance in the oral MS segment. Viehbacher also emphasized, "When you look at just the products we've launched since 2023, the four LEQEMBI, SKYCLARYS, ZURZUVAE and QALSODY, they are now generating over $1 billion, around $1 billion in revenue, and they have also grown very strongly." The MS business generated $3 billion, and he described strong commercial performance across the board. Viehbacher detailed pipeline progress as the "big story of 2025," referencing regulatory reviews for LEQEMBI IQLIK and breakthrough designation for litifilimab in lupus. He announced the acquisition of Alcyone Therapeutics and collaborations with Vanqua and Dayra Therapeutics. He said, "LEQEMBI is still the market leader and continues to be the market leader with over 60% of the anti-amyloid therapy market share." Viehbacher described 2026 focus areas: "We have an important date with the LEQEMBI approval for the subcutaneous AI initiation coming up on May '24...We also have the -- hopefully, the approval of the high dose regimen for SPINRAZA in the U.S. that has a PDUFA date in April." He provided full year non-GAAP diluted EPS guidance of about $15.25 to $16.25. Priya Singhal, Executive VP & Head of Development, highlighted pipeline acceleration: "We have accelerated TOPAZ-2, our second SLE study for litifilimab, which is now expected to read out by the end of this year." She noted, "2026 is an important year that begins a multiyear registrational data flow for over the next several years." Robin Kramer,...