PM Images/DigitalVision via Getty Images Introduction What’s riskier, cash or stocks? As the risk pyramid below shows, the answer is that stocks are riskier. After all, if I have $100 in stocks and $100 in cash, my $100 in cash will still be $100 in cash after a few days. My stock investment may be worth $90, or even less if it’s a really bad week. Investopedia However, I believe the opposite is true, depending on one’s timeline. While I, in general, agree with the pyramid above (options are way riskier than bonds), to me, the biggest risk is not investing at all. The simplest example is the purchasing power of the US dollar (the same goes for every other fiat currency, albeit with different inflation rates). A $100 bill on January 1, 2000, now has a purchasing power of $52. Federal Reserve Bank of St. Louis Needless to say, wages have increased as well. My point is that inflation is a silent killer. We don’t see the impact on our wealth on a daily basis, but over time, the impact is massive. That’s one reason why I discuss inflation so much. The other reason is even more important, which is my “higher for longer” thesis. Since 2021, when inflation became a serious issue, my thesis has been that inflation won’t return to the 2009-2021 average, when inflation was often too low instead of too high for the Fed (it struggled to keep inflation above 2.0%). Federal Reserve Bank of St. Louis Although inflation has come down from its post-pandemic highs (the rate of inflation, not prices, in general), we are still seeing median inflation rates of roughly 3.0%, despite subdued oil prices, a housing market that’s stuck, poor consumer sentiment, and other factors. Now, I think we’re looking at the second wave of inflation. As I believe the consensus is still that inflation isn’t a problem anymore, I believe it’s a very important thesis for consumers, in general, and for asset allocation. In this article, I will discuss the latest developments and explain why this topic is now ...

Dilok Klaisataporn/iStock via Getty Images Introduction Business Development Companies ( BIZD ) are popular amongst investors, particularly income-focused ones. Created in 1980 by Congress, they are basically the brothers to REITs ( XLRE ), who came 20 years before. By law, both are required to pay out 90% of their taxable income in the form of dividends. While they share that similarity, they also are both highly sensitive to interest rates. While REITs stand to benefit from lower interest rates, this has the opposite effect on BDCs. Since the Fed started lowering interest rates in 2024, many BDCs have struggled. And going forward, I think many will continue to see negative impacts due to lower interest rates. In this article, I discuss how investors should approach the sector and what BDCs I think provide attractive buying opportunities right now. 2026 Starting Off Great For Dividend Stocks We are two months into 2026 and many dividend stocks have performed well so far. The rotation from growth to value seems to have started. In my opinion, the main reason is Jerome Powell's term is coming to an end this May. In the past, Powell and President Trump have gone back and forth in the media due to the Fed chair's unwillingness to budge on his stance regarding interest rates. While the President has stated that inflation is dead and we should have lower rates, Powell has stood firm on being data dependent. On January 30th, President Trump named Kevin Warsh as the next Fed chair . Since quality dividend stocks like Clorox ( CLX ), Pepsi ( PEP ), and even the Schwab U.S. Dividend Equity ETF ( SCHD ) rallied. Seeking Alpha In comparison, growth stocks like NVIDIA ( NVDA ), Microsoft ( MSFT ), and Bitcoin ( BTC-USD ) are all in the red. I believe this has to do with the new Fed chair. Reason being is it's likely that he will be loyal to the President's demand. If so, this means we could see a few rate cuts this year. In my opinion, I think it's highly likely. As a result, i...

Rmcarvalho/iStock via Getty Images After yesterday’s sharp losses, the US dollar ( DXY ) is mostly consolidating with a firmer bias against the G10 currencies. The yen is the exception. The unexpected post-election gains have been extended through the local session and the European morning. The very long end of the Japanese yield curve also extended its counter-intuitive rally, with the 30- and 40-year yields lower for the 5-6th consecutive session. While the dollar appeared to react strongly to China’s warnings about US Treasury exposure, the bond market appears to have largely ignored it. The US 10-year yield has eased below 4.20%, the previous cap, which has closed below only once since mid-January. The busy week for US data begins today with the import/export prices, the Q4 Employment Cost Index and December retail sales. Strong auto sales and heavy holiday discounting likely underpinned consumption. The Atlanta Fed’s GDP tracker estimates that the US economy grew by more than 4% in Q4, for the second consecutive quarter. Meanwhile, the Fed funds futures have a cut fully discounted at the first meeting Warsh will chair if the confirmation hearings are timely and not disrupted by the ongoing investigation of Powell for misleading Congress over cost overruns of the HQ renovations. Prices G10 • The euro settled at $1.1815 before the weekend and did not trade below $1.1810 yesterday. With yesterday’s surge, the euro recouped half of what it lost since the January 27 multi-year high near $1.2080. It poked above $1.1925 in North America yesterday but has held below it so far today, while holding above $1.1895. There are options for 1.2 bln euros at $1.1910 that expire today. The next retracement objective is around $1.1960. • The dollar posted a large outside-down day against the Japanese yen. It traded on both sides of the pre-weekend range and settled below last Friday’s low. The last time the greenback had an outside-down day against the yen was January 23, followi...

Compared to its barnstorming US opening 10 days ago, when it charted at No 3 in the box office charts and made $7.2m (£5.76m), Melania’s UK start – No 29, £32,974 overall across 155 cinemas for a site average of £212.80 – was modest. But the documentary has still dropped significantly in its second week of UK release, with tracking organisation Comscore confirming it has taken £4,091 from 62 locations, meaning a site average of £65.98 – or around six tickets per venue. The film’s UK total now stands at £61,850, an 88% decline since last week. In the US, the equivalent figure – 67% – is also significant though not quite so precipitous. Reviews in the UK have been particularly scathing, with the Guardian’s Xan Brooks describing it as “a gilded trash remake of The Zone of Interest” and “two hours of pure, endless hell”. But the film has been met with near universal critical disdain. Over the weekend, a spokesperson for Rotten Tomatoes defended the unusually wide gap between these reviews and those posted by audience members on their site, saying “there has been NO manipulation on the audience reviews for the Melania documentary”. They added: “Reviews displayed on the Popcornmeter are VERIFIED reviews, meaning that it has been verified that users have bought a ticket to the film through Fandango.” A streaming date for the Amazon film – for which the company paid $40m (£29m), plus an additional $35m (£25m) on marketing – is anticipated to be announced soon.

Key Takeaway Advanced Micro Devices (AMD) stock presents a compelling investment opportunity in 2026, with 34 Wall Street analysts issuing a consensus Buy rating and price targets suggesting 20-35% upside potential from current levels. The chipmaker's strategic positioning in the AI accelerator market, expanding data center business, and competitive product roadmap make it an attractive option for growth-oriented investors. However, investors should weigh these opportunities against competitive pressures from NVIDIA and potential market volatility before making investment decisions. Understanding AMD's Business Model and Market Position The Core Business Segments Advanced Micro Devices operates across four primary business segments that collectively position the company as a formidable competitor in the semiconductor industry. The Data Center segment has emerged as the growth engine, driven by surging demand for AI accelerators and server processors. AMD's EPYC processors continue to gain market share from Intel in the server CPU market, while the company's Instinct MI series accelerators challenge NVIDIA's dominance in AI workloads. The Client segment, encompassing Ryzen processors for PCs and laptops, maintains AMD's strong presence in the consumer computing market. Despite cyclical headwinds in the PC market, AMD has demonstrated resilience through product innovation and market share expansion. The Gaming segment, including semi-custom chips for game consoles and Radeon GPUs, provides steady revenue streams through partnerships with Microsoft and Sony. The Embedded segment, bolstered by the acquisition of Xilinx, extends AMD's reach into industrial, automotive, and communications infrastructure markets. This diversification reduces reliance on any single market while opening new growth avenues in emerging applications like adaptive computing and edge AI. Competitive Landscape Analysis AMD operates in one of the most competitive technology sectors, facing formidab...

SCQBJ-JZ/iStock Editorial via Getty Images Hugo Boss ( BOSSY ) is a BBB-rated luxury goods company trying to survive in an increasingly digital and technological world. To call the company a great performer over the past 20 years would be wrong. The company's performance since 2005 has seen significant ups and downs, which have caused the company to rise significantly until about 2013-2014, after which things went south. During COVID-19, like many apparel retailers, the company saw their earnings crash. In the case of BOSSY, they went negative for a whole year before recovering (which also destroyed the company's dividend at the time, reducing it from €2.7/share to less than 5 cents per share). It went back, only to go south again after 2023-2024, and this is where we are now - with BOSSY trading at significant discounts to its historical premium as well as a fair value. The current valuation is about 11x P/E. If you compare this to other luxury goods companies, say LVMH ( LVMUY ), this is significantly lower. It's clear to me that the luxury goods and luxury apparel sector is going through a bit of a renaissance. I have made money both in the short and the long term in this - short term by buying and selling companies like LVMH long-term by buying very discounted companies in this sector with a long timeframe. My investment in Hugo Boss is still comparatively small, but as the company's price drops further, i'm continuing to add here. Short-term downturns don't exactly scare me. But we need to make sure that we understand the risk that the company could in fact go lower than what we're seeing here. A couple of catalysts for this downturn are a significantly changed short-term outlook. When I updated on Hugo BOSS in my last article, found here , the expectation for the fiscal 2026 was a significant rate of growth. Now the analyst expectation has shifted by about 30%, and the market is expecting nearly a 30% downturn. Yet the share price has barely reacted. Why is th...

Robert Way/iStock Editorial via Getty Images LVMH ( LVMHF ) ( LVMUY ) is a company I haven't covered for Seeking Alpha in a long time. The truth is that the company, like almost all companies in the sector, has had a very difficult few years. They have combined the post-covid hangover (in 2020 and 2021, sales and margin figures were very inflated and have been normalizing since then) with a very complicated macroeconomic outlook: the social and housing crisis in China, the appreciation of the euro, the tariffs imposed by the US government... All of this has meant that the sector in general has performed very poorly during this time period, but it is nevertheless possible that 2025 could have marked the low point of the cycle. Annual Earnings These are the highlights of the earnings that the company gave in its presentation . LVMH Investor Presentation I leave a picture of the reported figures, although actually the organic ones are better because they have been very negatively affected by the strength of the euro (-3%, -4% on average), which has appreciated vs. all major currencies: dollar, renminbi, and yen. This quarter alone they have had a -6% with the euro. They leave two messages that are almost guidance without being so: FX will continue to weigh, and the fall in profit is mostly explained by FX, which reduces the risk of a structural deterioration of the model but does not eliminate the risk of weak headlines in 2026. Author's Representation I like the way they have maintained the operating margin (22%). I thought it would go down more, but they have done a good job with costs (marketing costs have gone down in line with sales). This 22% operating margin is higher than the average of the last 20 years. The figure has fallen by 9% in the year, but if we exclude the currency impact (1B euros), it would have fallen by only 4%, so most of this is due to currency impact, and costs have actually held up well. Although the Gross Margin has been compressed a little ...

Seeking Alpha More on Datadog Datadog: Why I Think It's A Strong Buy Again Datadog: AI Endeavors Will Pay Off Datadog, Inc. (DDOG) Presents at 53rd Annual Nasdaq Investor Conference Transcript Datadog beats top-line and bottom-line estimates; initiates Q1 and FY26 outlook Datadog Q4 2025 earnings preview: Analyst sentiment optimistic

Dragon Claws/iStock via Getty Images Shares of Super Micro ( SMCI ) gained more than 14% after the server marker reported record financial results amid booming AI demand in its core business on February 3, 2026. Super Micro benefited from strong, triple-digit revenue growth amid wide-scale IT infrastructure up-grades and the company, despite gross margin pressure, increased its earnings at a solid 25% year-over-year rate. Strong CapEx trends in 2026 leave room for sticky revenue growth and multiplier expansion, in my opinion. Nvidia ( NVDA ) is going to release its Vera Rubin GPU in the second half of the year, highlighting a potential catalyst for a revenue growth acceleration for Super Micro. Recent projections of CapEx spending indicate strong growth this year, driven mainly by hyperscalers. I like Super Micro's growth profile and valuation setup, and maintain a strong buy rating for the AI server maker. Data by YCharts Previous rating I highlighted SMCI as a strong buy opportunity -- Better Value Than Investors Think -- following the company’s first-quarter earnings scorecard in November as I believed CapEx spending was stronger than the market believed at the time. Since hyperscalers continued to spend a ton of money in the last quarter on server upgrades, Super Micro reported a staggering 123% year-over-year revenue growth rate for Q2’26. I like the investment setup and valuation of Super Micro and see very specific catalysts in 2026 that could drive a major share price recovery. Strong AI server demand led to double-beat Super Micro beat top and bottom line estimates for Q2’26: the AI server company recorded $0.69 per-share in normalized earnings which was $0.20 per-share better than the market expected. Revenue crushed expectations as well, with the firm’s top line figure coming in $2.3B above the consensus estimate. Seeking Alpha Super Micro Q2: the good, the bad and the ugly Super Micro is a major beneficiary of hyperscalers ramping up their GPU and Data C...

Alphabet Inc. has received more than seven times orders for the expected £750 million ($1 billion) sale of an ultra rare 100-year bond, a landmark transaction in the debt-fueled race for artificial intelligence supremacy. The Google parent drew £5.75 billion in bids for the century bond, according to people familiar with the matter, who asked not to be identified. The 100-year note received the most orders among the five sterling tranches that Alphabet is looking to raise on Tuesday, they added. The 100-year note is part of a broader financing spree for Alphabet, which raised funds in US dollars and is now tapping Swiss francs and the sterling market across different maturities. Read: Alphabet Seeks $9.4 Billion From Pound, Swiss Franc Bond Sales The 100-year bond is set to be the first with such an extreme maturity to be sold by a technology firm since the dot-com era. Its inclusion in the firm’s debt-selling spree shows the lengths to which tech giants will have to go in order to raise the huge amounts of money needed to fund their spending on AI capabilities. It’s a rare feat for a corporate issuer as 100 years is a long time for any business model, balance sheet or company structure to survive. That’s why governments and institutions like universities, some of which have been in existence for hundreds of years, are the main issuers of these securities. “It’s quite difficult to predict what the AI ecosystem will look like in five years’ time, let along in a hundred years,” said Song Jin Lee , European and US credit strategist at HSBC Bank. “The sector as a whole will be there. But the relative pecking order is quite unpredictable,” he said, acknowledging that there are investors will long-dated liabilities that need to match them with bonds like this. Things have rapidly evolved since Google Inc. was founded around 28 years ago. Co-founders Larry Page and Sergey Brin officially started the search engine company after getting an investment of $100,000 in 1998. In ...

“This is jobless growth that’s coming through into America,” says Frances Donald, chief economist at Royal Bank of Canada, as she sees US economic growth in 2026 driven by capex and government spending and not requiring a significant amount of job growth. (Source: Bloomberg)

Welcome to our guide to the commodities driving the global economy. Today, Asia Energy Team Leader Stephen Stapczynski explores why Qatar’s multiple wins in securing long-term customers for its LNG may still not be enough to absorb a planned surge in supply. Tiny Gulf state Qatar is a giant in liquefied natural gas and has enjoyed remarkable success locking in sales of the fuel decades into the future. But to match its ambitious expansion plans, it must sell even more. The nation’s latest wins were on display at last week’s LNG2026 conference in Doha, where state-run QatarEnergy revived languishing trade with Japan through a 27-year supply deal and even secured Malaysia — a traditional exporter — as a customer. With these deals added, Qatar has agreed to sell about 39 million tons under long-term contracts since 2022, according to BloombergNEF — all to be fed by new facilities coming online from this year. That’s more LNG than India, the world’s fourth-largest buyer, consumes in a year. This is a huge achievement. But these deals will absorb only about 60% of Qatar’s planned expansion in production — and that’s without including volumes from the country’s LNG export project in the US, which is set to start soon without long-term buyers nailed down. Nor does it cover existing contracts, which will expire over the next few years with no certainty of renewal. The most obvious customers have already signed up, leaving fewer new markets to crack. Talks with India , for example, have stalled as Qatar has resisted cutting prices. This is forcing a rethink. For decades, Qatar has sold almost all its LNG under long-term contracts — an approach that has insulated the country from the volatility of the spot market. That model, however, will no longer be sufficient as the volumes committed lag behind the pace of capacity growth. Qatar knows this, and has been building its expertise in spot sales. With less urgency to push out volumes to meet contractual commitments, the country...

Key Points The Dow outperformed the Nasdaq Composite in January of this year. For 15 straight years, when the Dow has underperformed the Nasdaq in January, the Nasdaq outperforms it for the year. In other years, like this one, the Nasdaq underperforms 60% of the time. 10 stocks we like better than NASDAQ Composite Index › A lot of market watchers are excited by the "January Barometer" or "January Indicator," which suggests that January's returns indicate the direction of stocks for the full year. The S&P 500 index was certainly up in January (although by just 1.37%). But tech investors might not want to pop the champagne just yet, because there's another historical trend we've seen in January that has dire implications for tech stocks in 2026. It may already be starting to play out. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Dow vs. Nasdaq Very few investing rules have been true 100% of the time over the last 15 years. Whether it's the "January Barometer" (80% accurate over the past 15 years) or the "Santa Claus Rally" (27% accurate over the past 15 years), there are almost always exceptions. But one rule that has held up for the past 15 years is this: Every time the Dow Jones Industrial Average has underperformed the Nasdaq Composite Index by more than 0.25 percentage points in January, the Dow has gone on to underperform the tech-heavy Nasdaq for the year. That's happened nine times over the past 15 years, with 100% accuracy. In fact, you'd have to go all the way back to January 2007 -- as the real estate bubble was inflating prior to the Great Recession -- to find an exception to this rule. It makes sense: Tech stocks like those on the Nasdaq tend to grow faster than the mega-cap corporations that make up the Dow. But what about the years when the Dow outperformed the Nasdaq in January, li...

Hanover Insurance Group Inc (Symbol: THG) has been named to the Dividend Channel ''S.A.F.E. 25'' list, signifying a stock with above-averagestatistics including a strong 2.2% yield, as well as a superb track record of at least two decades of dividend growth, according to the most recent ''DividendRank'' report. According to the ETF Finder at ETF Channel, Hanover Insurance Group Inc is a member of the iShares S&P 1500 Index ETF (ITOT), and is also an underlying holding representing 0.31% of the SPDR S&P Dividend ETF (SDY), which holds $66,300,207 worth of THG shares. Hanover Insurance Group Inc (Symbol: THG) made the "Dividend Channel S.A.F.E. 25" list because of these qualities: S. Solid return — hefty yield and strong DividendRank characteristics; A. Accelerating amount — consistent dividend increases over time; F. Flawless history — never a missed or lowered dividend; E. Enduring — at least two decades of dividend payments. The annualized dividend paid by Hanover Insurance Group Inc is $3.8/share, currently paid in quarterly installments, and its most recent dividend ex-date was on 12/12/2025. Below is a long-term dividend history chart for THG, which the report stressed as being of key importance. THG operates in the Insurance Brokers sector, among companies like Chubb Ltd (CB), and Progressive Corp. (PGR). Top 25 S.A.F.E. Dividend Stocks Increasing Payments For Decades » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Reliance Inc (Symbol: RS) has been named as a Top 5 dividend paying metals and mining stock, according to Dividend Channel , which published its weeklyreport. The report noted that among metals and mining companies, RS shares displayed both attractive valuation metrics and strong profitability metrics. The report also cited the strong quarterly dividend history at Reliance Inc, and favorable long-term multi-year growth rates in key fundamental data points. The report stated, ''Dividend investors approaching investing from a value standpoint are generally most interested in researching the strongest most profitable companies, that also happen to be trading at an attractive valuation. That's what we aim to find using our proprietary DividendRank formula, which ranks the coverage universe based upon our various criteria for both profitability and valuation, to generate a list of the top most 'interesting' stocks, meant for investors as a source of ideas that merit further research.'' The annualized dividend paid by Reliance Inc is $4.8/share, currently paid in quarterly installments, and its most recent dividend ex-date was on 11/21/2025. Below is a long-term dividend history chart for RS, which Dividend Channel stressed as being of key importance. Indeed, studying a company's past dividend history can be of good help in judging whether the most recent dividend is likely to continue. The Top 5 DividendRank'ed Metals Stocks » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

“EX60是XC60的纯电继任者，而XC60是沃尔沃迄今为止全球最畅销的车型。” 如沃尔沃60系列产品负责人Akhil Krishnan所言，在1月下旬完成全球首秀的EX60对沃尔沃十分重要，该车定位全球最大的电动车细分市场——中型纯电SUV市场，肩负大幅提升沃尔沃目标市场规模和电动市场份额的任务。 值得一提的是，Akhil Krishnan作为沃尔沃60系列产品负责人，这位印度裔高管除了EX60，还负责XC60、S60等产品线，EX60是其在2025年8月升职后发布的首款重磅新车。 Akhil Krishnan称EX60为一款“没有妥协的电动车”。据悉，该车是沃尔沃首款纯电续航达到810公里的纯电动车，同时充电10分钟可增加340公里续航。另外，EX60还是首款原生集成谷歌Gemini AI助手的沃尔沃车型。 不过，这样一款“没有妥协的电动车”，沃尔沃还在评估是否要投放到中国市场。事实上，这也是沃尔沃在EX90、ES90之后第三款放慢国内上市节奏的重磅电动车，其中ES90甚至已经在中国实现量产但暂时主销海外。 显然，沃尔沃在国内的电动化策略，有一套和其他大部分传统豪华车企不太一样的逻辑。 “原味”沃尔沃电车躲着中国走？ 目前沃尔沃在国内销售的纯电新车，仅有EX30和EM90两款基于吉利SEA浩瀚纯电平台打造的车型，但其实沃尔沃早在2022年11月就发布了基于自研SPA2平台的新一代电车。EX90和ES90都属于SPA2平台的新车，两车分别在2024年第三季度和2025年第四季度在欧洲市场启动交付。 至于EX60，则是沃尔沃SPA3平台的首款车型。 这些代表沃尔沃在纯电领域新高度的车型至今未有一款在国内上市，其中EX90曾在2024年11月在工信部进行过申报但后续没有上市。而在今年2月6日的新一批工信部新车公告中，EX90和ES90均在列。 有观点认为，沃尔沃没有第一时间把EX90和ES90两款纯电旗舰车型投放中国市场，是因为预见到产品在国内车市中的处境稍显尴尬。 以在成都大庆沃尔沃工厂生产的ES90为例，虽然800V高压平台、106kWh宁德时代三元锂电池、双英伟达Orin芯片等都是沃尔沃纯电动车里的天花板级别装备，但放到国内新能源车市，这只是30万级车型的基本操作。 而更关键的是，ES90作为沃尔沃旗舰系列车型，其价格不会也不能便宜，在英国这款沃尔沃旗舰纯电轿车...

今年开年以来，各地纷纷提前发布重点项目清单，推动投资落地。 今年是“十五五”开局之年，各地开年伊始尤其是地方两会结束后就密集部署一季度工作。最近，福建、河南、黑龙江、北京、云南等地密集出台推动一季度经济的政策措施和重大项目开工。 各地密集出台政策 2月2日，云南省发布了《推动2026年一季度经济平稳开局工作方案》，充分发挥存量政策和增量政策集成效应，提出促进消费提质升级、全力抓项目促投资提速工业发展等9个方面29条举措，为“十五五”起好步打下坚实基础。 此前，多个省份也发布了类似的政策。 比如，黑龙江省印发《关于巩固拓展经济回升向好势头实现一季度“开门红”的若干政策措施》，福建省印发《关于实现2026年一季度经济社会发展良好开局的若干措施》，河南省发布《推动2026年第一季度经济发展实现良好开局若干政策措施》等。 中国首席经济学家论坛成员廖博向第一财经表示，一季度是全年工作的风向标，可以较为清晰地看到各地要以起步即加速的姿态抓实各项工作，聚集激发消费市场活力、扩大有效投资规模、推动新质生产力发展、促进外贸外资稳中提质、强化民生保障与安全稳定等多个方面推出了具体措施为高质量发展积蓄动能，也为赢得全年主动打下良好基础，力争更好成绩。 廖博表示，预计投资需求有望止跌回稳，多数区域对2026年计划开工的政府投资项目和已签约招商项目，坚持投资于物和投资于人紧密结合，加快建设和储备重大项目，做好各类要素保障，地方政府普遍提出要及时研究解决存在问题，加快办结各项前期手续，确保早开工、早建成、早投产、早见效。 他说，经济大省通过提前研究预置开复工时间节点，对一季度计划开复工的重点投资项目，成立项目服务工作专班，精准精细抓好经济运行，强化分析、解决指标背后实实在在的问题，全力推动各项指标进位突破，科学合理安排建设时序，强化服务保障和调度监管，统筹推动复工项目加快建设进度、计划新开工项目尽早落地实施，形成项目建设梯次推进的良好格局。 在前述发布会上，王育玲介绍，北京1月底前发布全年供地计划，力争一季度集中供应一批优质地块，春节前下达40%的北京市政府固定资产项目建设资金，2月底前发行首批地方政府专项债券。加快推进城市更新，1月底前形成储备项目和攻坚项目清单，推动建筑指标统筹、功能混合和复合利用、优化土地续期和房屋租期等创新政策集成落地。 一季度“开门红”值得期待 今年开年以来，各地纷纷...

外交部驻港公署致信《华尔街日报》，驳斥其涉黎智英案社论。公署发言人致信《华尔街日报》驳斥涉黎智英案社论。致《华尔街日报》编辑部：2月9日，贵报在黎智英被判处20年监禁后立即抛出的社论《黎智英被判处死刑》，明显是一份早有准备的预制菜（885951）。社论内容罔顾事实，充斥偏见，严重误导公众。我要告诉贵报，在大洋彼岸的无端臆测，反映不出香港的真情实景，以标题党和虚假信息误导公众的时代已经结束。(澎湃新闻)

JHVEPhoto Marriott International ( MAR ) edged slightly higher on Tuesday after topping revenue expectations with its fourth-quarter earnings report and setting favorable profit guidance. Worldwide RevPAR was up 1.9% during the quarter, driven by ADR gains. International RevPAR increased 6%, led by EMEA and APEC, benefiting from solid leisure transient and cross-border travel. In the U.S. & Canada, RevPAR was roughly flat, reflecting the impact of the extended government shutdown primarily on the business transient segment. During Q4, base management and franchise fees totaled $1,186M, a nearly 5% increase compared to base management and franchise fees of $1,128M in the year-ago quarter. The increase was primarily driven by room growth, RevPAR increases, and higher co-branded credit card fees. Adjusted EBITDA rose 9% during the quarter to $1,402M. Operating income totaled $777M, compared to $752M a year ago. EPS was reported at $2.58 vs. $2.62 consensus and $2.45 a year ago. The company's development team signed approximately 163,000 organic rooms during the year, and the global pipeline expanded to nearly 610,000 rooms at the end of December. Looking ahead, Marriott ( MAR ) expects Q1 EPS of $2.50 to $2.55 (midpoint $2.525) vs. $2.48 consensus. For the full year, the hotel operator sees EPS of $11.32 to $11.57 (midpoint $11.445) vs. $11.37 consensus. "Year to date through July 30, we have returned approximately $2.1 billion to our shareholders through share repurchases and dividends, and we remain on track to return approximately $4 billion for the full year 2025," updated CEO Anthony Capuano. Shares of Marriott International ( MAT ) were up 0.5% in premarket trading. More on Marriott Marriott International, Inc. (MAR) Presents at Barclays 11th Annual Eat, Sleep, Play, Shop Conference 2025 Transcript Marriott Non-GAAP EPS of $2.58 misses by $0.04, revenue of $6.69B beats by $20M Marriott Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Marriott Historical e...

JHVEPhoto/iStock Editorial via Getty Images Amkor Technology ( AMKR ) shares rose 3.7% in premarket trading on Tuesday after the company posted fourth-quarter results and guidance that were above Wall Street's forecast. For the period ending Dec. 31, Amkor said it earned $0.69 per share as revenue rose 15.9% year-over-year to $1.89B. Analysts had expected the company to earn $0.44 per share on $1.84B in revenue. “2025 was a pivotal year for Amkor. We delivered strong results with record Advanced packaging and Computing revenue, executed on our strategic initiatives, and strengthened our position in the fastest growing areas of the semiconductor industry,” said Kevin Engel, Amkor’s president and chief executive officer. “We enter 2026 with momentum and are accelerating strategic investments to support the next wave of advanced packaging growth.” Looking ahead to the first quarter, Amkor said it expects to earn between $0.18 and $0.28 per share, with revenue between $1.6B and $1.7B. Analysts had expected the company to earn $0.22 per share on $1.54B in revenue. More on Amkor Technology Amkor Technology, Inc. Leveraging On Growing Advanced Semiconductor Packaging Amkor: A Better Business, But Execution Is Already Priced In Amkor Technology, Inc. (AMKR) Presents at 53rd Annual Nasdaq Investor Conference Transcript Amkor Technology GAAP EPS of $0.69 beats by $0.25, revenue of $1.89B beats by $50M Amkor Technology Q4 2025 Earnings Preview

The boss of Britain’s biggest pharmaceutical company has said the government’s recent drug pricing deal is a “very positive step” but is unlikely to unfreeze a paused £200m investment in Cambridge. AstraZeneca’s chief executive, Pascal Soriot, suggested that a UK-US deal on NHS pricing agreed in December would not be “sufficient” to restart the project to build a research site in the east of England, which was paused in September. Soriot, who has rebuilt the company’s drugs pipeline since 2012 and turned it into the UK’s most valuable listed business, also described the US as “the most attractive market in the world”. During Keir Starmer’s visit to Beijing two weeks ago, AstraZeneca announced $15bn (£11bn) of investments in China, its second-biggest market, and is also pouring $50bn into US factories and labs by 2030. The British drugmaker listed its shares in New York and they began trading on 2 February, but it kept its main stock listing in London. While Soriot reiterated the company’s commitment to the UK, it has had a prickly relationship with the UK government of late, with a long-running row between industry and ministers over drug pricing and the availability of new medicines on the NHS. The stalemate came closer to being resolved in December when the UK and US governments announced a deal over drug pricing, after pressure from Donald Trump for lower prices in the US, where they have traditionally been much higher than elsewhere. AstraZeneca ditched a planned £450m expansion of its vaccine site in Speke, near Liverpool, a year ago, and later paused a £200m investment in its research hub in Cambridge, where it has its global headquarters. Asked what it would take to unblock the frozen Cambridge investment, Soriot said the UK-US drug pricing announcement – which is estimated to cost the NHS £1bn over the first three years of the 10-year deal – was “a very positive step towards achieving rebalancing around the world, but also creating an attractive life science...

去库存、城市更新仍是重点工作。 作为关乎民生和经济发展的重要领域，房地产工作如何部署一直是地方两会的重要内容。随着各地两会相继召开，2026年房地产领域的工作重点也逐渐明晰。 第一财经记者梳理各地政府工作报告发现，“着力稳定房地产市场”、“强化住房保障”、“好房子”、“加快构建房地产发展新模式”、“大力推进城市更新”等提法高频出现，“稳市场、去库存、强保障、促更新”为主要方向。在稳市场方面，河南、云南、江苏、山东、辽宁、吉林等地都提出，鼓励收购存量商品房用于保障性住房等。 房地产行业专家对第一财经记者表示，地方两会中关于房地产市场的基调与“十五五”总体规划高度一致，包括明确构建房地产新模式、风险防范，以及“好房子”建设等，同时各地又结合区域实际，提出差异化的目标和举措，预计未来随着各项政策的落地见效，房地产市场有望筑底企稳，行业转型加速推进。 稳市场成2026年首要工作 “各地在房地产和住房领域的表述高度聚焦于稳市场、去库存、强保障、促更新四大方向。”广东省城乡规划院住房政策研究中心首席研究员李宇嘉表示，稳市场基本是各地2026年房地产工作的第一位，“这是对中央经济工作会议关于‘着力稳定房地产市场’指示的贯彻。” 在推进房地产市场企稳的工作部署中，去库存是一项关键的举措。从各地的政府工作报告来看，河南、云南、江苏、山东、辽宁、吉林等地都提出，鼓励收购存量商品房用于保障性住房等；广东强调要提升存量房交易便利度；江苏则积极推进房票安置、住房“以旧换新”。近期，上海已率先落地了具体行动，多个城区启动收购二手住房用于保障性租赁住房项目工作。 除收购存量商品房外，还有地方将视线聚焦在了其他业态上。广东、重庆提出要推动闲置商业办公用房盘活利用，重庆还强调要加大存量土地的盘活利用；上海亦计划盘活处置低效产业用地20平方公里。 各地还根据自身市场特点，因地制宜地提出各项稳市场、实现高质量发展的举措。 天津特别强调“稳定房地产投资”；云南提出要精准开展重点客源地宣介，稳步提高省外群体购房占比，并有序推进“好房子”建设和现房销售制，提高供需匹配度；重庆则提出，要强化“人房地钱”要素联动，加强中心城区房地产一体精准调度，“一区（县）一策”优化房地产政策；沈阳则将住房消费纳入全域促消费大局中，持续释放住房消费潜力。 值得一提的是，加强保障房供应等不仅是盘活存量的重要举措，也是保障民生的关键...

武商集团（000501）公告，持股4275.23万股、占公司剔除回购专用账户后总股本5.70%的股东达孜银泰商业发展有限公司拟于2026年3月13日-2026年6月12日，通过集中竞价和/或大宗交易方式减持不超过2249.71万股，占公司剔除回购专用账户后总股本3%，其中集中竞价不超749.9万股，占1%，大宗交易不超1499.81万股，占2%。

居民资产配置调整不意味着流动性出现较大变化。 2025年三季度，居民存款增速高位回落，各方关注增多，出现了一些关于银行存款“流失”的探讨。 2月10日，央行发布《2025年第四季度中国货币政策执行报告》（下称《报告》），在专栏中将资管产品与银行存款合并，为判断评估货币融资条件和流动性环境提供了一个新的视角，并对这一市场热议的现象进行解读回应。 一位业内专家表示，近年来，在利率下行的背景下，一些居民和企业可能调整资产配置，更多投向银行理财、资管产品等。长远看，随着我国金融市场不断深化，投资渠道更加多元化，居民会根据不同的资产收益，在存款与其他资产之间合理调整资产配置，未来居民资产摆布也可能更加灵活。 居民资产配置调整不意味着流动性出现较大变化 过去一年，资管类产品规模增长较快。2025年二季度以来，金融机构资管产品规模加快增长。10月末，资管产品规模增速达到“资管新规”实施以来的最高水平。年末资管总资产余额合计120万亿元，同比增长13.1%，全年累计增加13.8万亿元，同比多增2.2万亿元。各类资管产品中，资金链上游的银行理财和公募基金市场份额较大，增长也较快，年末增速分别达到10.6%和14.3%。 《报告》认为，资管产品规模快速增长是利率市场化条件下投资者权衡收益和风险的结果。近年来，资管产品和银行表内存款增速大体上呈现“此消彼长”的态势。2024年以来，存款利率持续下行，一年期定期存款挂牌利率累计下降0.5个百分点，而具有类存款特征的现金管理类理财产品同期收益率仍整体高于银行存款利率，其他资管产品收益率水平比现金管理类理财更高。 在此背景下，住户和企业资产配置更多转向理财、基金等资管产品，从住户和企业募集的资管资金增速持续上升。2025年末，资管产品来源于住户和企业等实体部门的资金余额为56.3万亿元，同比增长9.7%，比2023年末高7.9个百分点，比同期住户和企业存款增速高2.4个百分点。2024年初至2025年末，来源于住户和企业的资金累计增加9.4万亿元。 资管产品新增资产主要投向同业存款和存单。固定收益类资产是资管资产配置的主要部分。2025年末，80%以上的资管产品投向固定收益类资产，新增资产主要集中于同业存款和存单。年末资管产品配置同业存款和存单共计28.7万亿元，同比增长18.9%，全年累计增加4.6万亿元，占资管各类新增底层资产的五成左右，比...

(RTTNews) - Datadog, Inc. (DDOG) revealed a profit for fourth quarter of $46.57 million The company's earnings came in at $46.57 million, or $0.13 per share. This compares with $45.59 million, or $0.13 per share, last year. Excluding items, Datadog, Inc. reported adjusted earnings of $217.43 million or $0.59 per share for the period. The company's revenue for the period rose 29.2% to $953.19 million from $737.73 million last year. Datadog, Inc. earnings at a glance (GAAP) : -Earnings: $46.57 Mln. vs. $45.59 Mln. last year. -EPS: $0.13 vs. $0.13 last year. -Revenue: $953.19 Mln vs. $737.73 Mln last year. -Guidance: Next quarter EPS guidance: $ 0.49 To $ 0.51 Next quarter revenue guidance: $ 951 M To $ 961 M The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

More on AstraZeneca PLC AstraZeneca PLC 2025 Q4 - Results - Earnings Call Presentation 44th Annual J.P. Morgan Healthcare Conference AstraZeneca PLC (AZN) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript AstraZeneca reports Q4 results Earnings week ahead: F, KO, CSCO, SHOP, MCD, BP, AMAT, COIN, MRNA, ROKU, and more

In recent trading, shares of Victory Capital Holdings Inc (Symbol: VCTR) have crossed above the average analyst 12-month target price of $29.78, changing hands for $30.02/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 9 different analyst targets within the Zacks coverage universe contributing to that average for Victory Capital Holdings Inc , but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $21.00. And then on the other side of the spectrum one analyst has a target as high as $36.00. The standard deviation is $4.841. But the whole reason to look at the average VCTR price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with VCTR crossing above that average target price of $29.78/share, investors in VCTR have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $29.78 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Victory Capital Holdings Inc : Recent VCTR Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 4 4 3 2 Buy ratings: 1 1 1 1 Hold ratings: 4 4 3 3 Sell ratings: 0 0 0 0 Strong sell ratings: 1 1 1 1 Average rating: 2.23 2.23 2.29 2.47 Th...

In recent trading, shares of StoneCo Ltd (Symbol: STNE) have crossed above the average analyst 12-month target price of $14.41, changing hands for $14.49/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 11 different analyst targets within the Zacks coverage universe contributing to that average for StoneCo Ltd, but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $10.00. And then on the other side of the spectrum one analyst has a target as high as $19.00. The standard deviation is $2.922. But the whole reason to look at the average STNE price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with STNE crossing above that average target price of $14.41/share, investors in STNE have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $14.41 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover StoneCo Ltd: Recent STNE Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 4 4 4 3 Buy ratings: 0 0 0 0 Hold ratings: 7 7 6 6 Sell ratings: 0 0 0 0 Strong sell ratings: 0 0 0 0 Average rating: 2.27 2.27 2.2 2.33 The average rating presented in the last row of the abo...

HJBC/iStock Editorial via Getty Images ArcelorMittal ( MT ) said Tuesday it plans to build a lower-emission electric arc furnace at its steelmaking facility in Dunkirk, France, representing a €1.3 billion investment in decarbonization technology. The planned furnace, which is scheduled for start-up in 2029, will replace one of the site's blast furnaces and have a capacity to produce 2M metric tons/year of steel annually, and its emissions per ton of steel will be 3x lower than at Dunkirk's blast furnaces, the company said. The project's funding will be supported by Energy Efficiency Certificates, a French regulatory mechanism that promotes energy savings and CO2 reduction, which will cover half of the total €1.3B investment. "The decision to proceed with building an EAF in ArcelorMittal Dunkirk, to produce low-carbon emissions steel at scale for our customers, has been made possible because we now have the conditions in place to make this project a success," said Geert van Poelvoorde, CEO of ArcelorMittal Europe ( MT ). "The new tariff-rate quota will stem the tide of unfair imports into the EU, while the CBAM is now operating to create a more level playing field for European producers." French President Macron will visit the Dunkirk steel plant on Tuesday to mark the announcement. More on ArcelorMittal ArcelorMittal Q4 2025 Earnings Call Presentation ArcelorMittal: Outperformance Confirmed 2025, 2026E Is Coming (Rating Downgrade) ArcelorMittal: From Value To Patience - Why I Move To Hold

The European Parliament supported issuing an online and offline digital euro – breaking with a proposal by the leading lawmaker on the topic to only create the latter. Legislators on Tuesday approved an amendment arguing for both versions of the digital money — as championed by the European Central Bank . That makes such an outcome likelier to come about ahead of crucial discussions in the Committee on Economic and Monetary Affairs. The ECB wants a digital euro to lessen European reliance on US payment firms like Visa and Mastercard as transatlantic ties sour. But it’s still awaiting the necessary legal framework needed to underpin the project, with the European Parliament still finalizing its stance after member states did so in December. Parliament rapporteur Fernando Navarrete published his report in October, arguing for an offline variant without an online counterpart, unless the private sector fails to devise its own solution. A vote on his proposal in the ECON committee is expected in early May, with ECB officials led by Executive Board member Piero Cipollone pushing back. He’s said the dual functionalities would complement one another, making the digital currency more akin to cash. Provided national governments and the parliament strike a deal next year, the ECB may start a pilot phase in 2027 before a possible launch in 2029. ECB’s Cipollone Urges EU to Avoid Legal Delay on Digital Euro EU Governments Agree on Digital Euro in Key Step for Project Digital Euro Could Be Curtailed Under EU Lawmaker’s Proposal