Loop Capital Adjusts Price Target on Palantir Technologies to $220 From $230, Maintains Buy Rating marketscreener.com

Image source: The Motley Fool. Friday, Jan. 30, 2026, at 9 a.m. ET Call participants Chief Executive Officer — John Christopher Donahue Chief Financial Officer — Thomas Robert Donahue Chief Investment Officer, Fixed Income — Deborah Ann Cunningham President, Federated Hermes Limited — Saker Nusseibeh President — Raymond J. Hanley Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Assets under management (AUM) -- Record AUM of $903 billion at year-end, with $909 billion as of Jan. 28, 2026, primarily driven by increases in money market and equity strategies. -- Record AUM of $903 billion at year-end, with $909 billion as of Jan. 28, 2026, primarily driven by increases in money market and equity strategies. Equity assets -- Q4 equity assets rose by $3.2 billion, or 3% from the prior quarter; about half of this was sourced from net sales. -- Q4 equity assets rose by $3.2 billion, or 3% from the prior quarter; about half of this was sourced from net sales. Equity sales performance -- Full-year gross equity sales reached $31 billion, including $9 billion in Q4; net equity sales for Q4 totaled $1.5 billion, with annual net equity sales of $4.6 billion compared to 2024's net redemptions of $10.7 billion. -- Full-year gross equity sales reached $31 billion, including $9 billion in Q4; net equity sales for Q4 totaled $1.5 billion, with annual net equity sales of $4.6 billion compared to 2024's net redemptions of $10.7 billion. MDT strategies -- MDT equity and market-neutral strategies recorded $4 billion in Q4 gross sales and over $2 billion in net sales; for 2025, MDT gross sales were $19.1 billion and net sales $13 billion, both all-time highs. -- MDT equity and market-neutral strategies recorded $4 billion in Q4 gross sales and over $2 billion in net sales; for 2025, MDT gross sales were $19.1 billion and net sales $13 billion, both all-time highs. Asset flow momentum -- For Jan. 1-23, combined equity fund and SMA net sales were $432 million; fixed...

当好全市政府系统党员干部的党性党风标杆。 按照中央部署和市委要求，上海市政府党组今天（1月30日）召开2025年度民主生活会。市委副书记、市长、市政府党组书记龚正主持会议并讲话。 会议坚持以习近平新时代中国特色社会主义思想为指导，全面贯彻落实党的二十大和二十届历次全会精神，深入贯彻落实习近平总书记考察上海重要讲话精神，以中央政治局民主生活会为标杆，对标市委常委会民主生活会，紧密联系市政府工作实际，围绕锲而不舍落实中央八项规定精神、从严从实抓好中央巡视反馈意见整改，全面对照检查，认真检视剖析，开展批评和自我批评，更加坚定自觉地以优良作风凝心聚力、真抓实干，奋力推动上海经济社会高质量发展不断取得新突破、开创新局面。 市政府党组对开好这次民主生活会高度重视，周密制定工作方案，认真做好各项准备工作。会前，深化理论学习，广泛征求意见，深入开展谈心谈话，认真查摆突出问题并开展反面典型案例剖析。在此基础上，紧扣民主生活会主题，起草市政府党组对照检查材料，每位党组成员认真撰写个人发言提纲。 会议首先通报市政府党组深入贯彻中央八项规定精神学习教育整改整治情况、2024年度民主生活会整改措施落实情况以及2025年度民主生活会会前征求意见情况。 随后，龚正代表市政府党组作对照检查，重点查摆了六个方面存在的问题，认真开展反面典型案例剖析，深入分析原因，提出整改措施，并从持续强化政治建设，全力确保经济平稳健康发展，加快提升“五个中心”能级，着力深化高水平改革开放，扎实推动现代化人民城市建设再上新台阶，增强政府系统创造力、凝聚力、战斗力等方面，明确了今后的努力方向和改进措施。 龚正带头进行个人对照检查，其他党组成员逐一发言，并相互批评帮助。各位党组成员围绕主题，紧密结合自己的思想和工作实际，逐一进行了严肃认真的对照检查和批评与自我批评。大家直面问题、深刻剖析，开诚布公、坦诚相待，体现了自我革命的精神，体现了实事求是的原则，体现了对组织、事业和同志高度负责的态度，达到了锤炼党性、改进作风、增进团结、推动工作的目的。龚正强调，会后要认真制定整改方案，动真碰硬抓好问题整改，从严从实做好民主生活会“后半篇文章”。 龚正指出，“十五五”时期是上海乘势而上的全面发力期、转型升级的攻坚决胜期。我们要运用好这次民主生活会成果，深入学习贯彻习近平总书记在中央政治局民主生活会上的重要讲话精神，在市委的坚强领导下，...

Source: Bloomberg, 3:22

塔吉特 （TGT）周五早盘上涨1.6%。该公司新任首席执行官迈克尔·菲德尔克（Michael Fiddelke）在门店可比销售额疲软、股价表现不佳以及明尼阿波利斯市动荡的背景下上任，他誓言重振门店、风格和技术，同时解决员工关切。 责任编辑：张俊 SF065

Source: Bloomberg, 39:08

Alistair Berg/DigitalVision via Getty Images Investment Thesis I believe Kaspi.kz ( KSPI ) is an undervalued stock. While most investors focus on the investment case in Turkey, I believe the Kazakh market is underpenetrated and has growth rates that could exceed 20%. Kaspi's unique value proposition is the cornerstone of technological progress in Kazakhstan. Business Overview Kazakh people live their everyday lives through Kaspi. From paying bills to ordering food delivery to applying for a driver's license, Kaspi does it all. Out of the nearly 21 million people living in Kazakhstan, around 15.3 million use Kaspi at least once a month. Kaspi's superapp has the second-highest DAU/MAU ratio worldwide at 68% , just behind WeChat. On average, a Kaspi user engages with the app 76 times per month . Through the Payments segment, consumers and merchants transfer money. For consumers, this means paying household bills and sending money to friends, similar to PayPal. Merchants can receive consumer payments online or offline, settle invoices, and send money to other businesses. The Marketplace segment provides 8.6 million consumers with access to products and services online and in person. This includes in-store payments via QR code ("m-commerce"), online shopping ("e-commerce"), purchasing new and used cars, grocery deliveries, and vacation bookings. E-commerce, m-commerce, and travel are third-party services in which Kaspi provides visibility for merchants. Kaspi owns some of the cars and car parts it sells, as well as the groceries it delivers (1P). Merchants can access advertising services to promote their products on the e-commerce platform. Kaspi's fintech business allows consumers to deposit money, take out general loans, finance cars, and use buy-now-pay-later services when making purchases. In times of high interest rates, such as those currently experienced in Kazakhstan, consumers can earn interest by lending their money to Kaspi. Through government services, consum...

Image source: The Motley Fool. Jan. 30, 2026 at 8 a.m. ET Call participants Chief Executive Officer — Anthony Noto Chief Financial Officer — Chris Lapointe Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Member Growth -- SoFi SOFI 4.82% ) -- Product Growth -- 1.6 million new products added, up 37%, bringing the total over 20 million. -- 1.6 million new products added, up 37%, bringing the total over 20 million. Adjusted Net Revenue -- $1.013 billion for the quarter, up 37%, marking the company's first $1 billion quarter. -- $1.013 billion for the quarter, up 37%, marking the company's first $1 billion quarter. Financial Services and Tech Platform Revenue -- $579 million, growing 61%, and constituting 57% of total revenue. -- $579 million, growing 61%, and constituting 57% of total revenue. Lending Segment Revenue -- $486 million in the quarter, up 15%, primarily driven by originations. -- $486 million in the quarter, up 15%, primarily driven by originations. Total Loan Originations -- Fourth quarter record at $10.5 billion, up 46%, with personal loan originations at $7.5 billion (up 43%), student loans at $1.9 billion (up 38%), and home loans at $1.1 billion (nearly double year over year). -- Fourth quarter record at $10.5 billion, up 46%, with personal loan originations at $7.5 billion (up 43%), student loans at $1.9 billion (up 38%), and home loans at $1.1 billion (nearly double year over year). Fee-Based Revenue -- $443 million in the quarter, up 53%, now nearly $1.8 billion annualized, reflecting diversification into capital-light streams. -- $443 million in the quarter, up 53%, now nearly $1.8 billion annualized, reflecting diversification into capital-light streams. Adjusted EBITDA -- $318 million for the quarter, up 60%, with a 31% margin. -- $318 million for the quarter, up 60%, with a 31% margin. Net Income -- $174 million for the quarter at a 17% margin; earnings per share at $0.13. -- $174 million for the quarter at a 17% margin...

Image source: The Motley Fool. Friday, January 30, 2026 at 8:00 a.m. ET Call participants Chief Executive Officer — Daniel Schulman Chief Financial Officer — Anthony Skiadas Takeaways Postpaid phone net adds -- 616,000 for the quarter, including 551,000 from the Consumer segment; highest quarterly net adds in 5 years. -- 616,000 for the quarter, including 551,000 from the Consumer segment; highest quarterly net adds in 5 years. Total mobility and broadband net adds -- Surpassed 1 million in the quarter, the highest reported quarterly volumes in 6 years. -- Surpassed 1 million in the quarter, the highest reported quarterly volumes in 6 years. Core prepaid net adds -- 109,000 for the quarter; sixth consecutive quarter of positive growth. -- 109,000 for the quarter; sixth consecutive quarter of positive growth. Broadband net adds -- 372,000 in the quarter; includes 319,000 fixed wireless access and 67,000 Fios Internet additions. -- 372,000 in the quarter; includes 319,000 fixed wireless access and 67,000 Fios Internet additions. Frontier fiber net adds -- 125,000 in the quarter, a 29% increase over the prior year; deployed 1.3 million new fiber passings in 2025, reaching 9 million cumulative passings. -- 125,000 in the quarter, a 29% increase over the prior year; deployed 1.3 million new fiber passings in 2025, reaching 9 million cumulative passings. Wireless service revenue growth -- 2% for the full year. -- 2% for the full year. Consolidated adjusted EBITDA -- $11.9 billion for the quarter; $50 billion for the full year, up $1.2 billion or 2.5%. -- $11.9 billion for the quarter; $50 billion for the full year, up $1.2 billion or 2.5%. Adjusted EPS -- $1.09 for the quarter, $4.71 for the full year, up 2.6%. -- $1.09 for the quarter, $4.71 for the full year, up 2.6%. Free cash flow -- $20.1 billion for the full year; highest since 2020. -- $20.1 billion for the full year; highest since 2020. CapEx -- $17 billion for the full year, with C-Band build-out about 90% comple...

Announced at CES 2026, the new Alienware Area-51, powered by AMD Ryzen 7 9850X3D processors, is now available for purchase. The starting price isn’t exactly easy on the wallet, but for gamers who want muscle, power, and performance all wrapped in an attractive package. This desktop is difficult to not look at. Here’s what you need to know about this new gaming desktop. Advertisement Estimated reading time: 5 minutes Alienware Area-51 Desktop Key Facts Since the late 1990s, the Area-51 has been an award-winning flagship gaming desktop. Through its various revolutions, it has brought gamers the delight of exciting, differentiated design combined with the latest technology available, with the mission of delivering the ultimate gaming experience. Alienware’s architects envisioned the Area-51 to be the purest representation of the Alienware brand, and every decision has been made with deliberate intention and mindful consideration. Area-51 serves a wide breadth of gamers spanning the most passionate PC gamers, technology enthusiasts, and even gamers who enjoy engaging in a DIY approach to desktops. The new Area-51 desktop symbolizes the return of an icon and, in many ways, is inspired by our heritage as a gaming PC brand and designed with the feedback of our audience. This generation was built from the ground up, and our engineers began with thermals and performance in mind as a basis for the entire product’s design. The Area-51 is a full-sized gaming desktop with an exciting new thermal strategy chosen for its efficiency and overall performance. Positive pressure airflow means all fans point inward, and heat exhausts through a passive outlet in the rear. Our engineers have vetted this approach to maximize performance while managing thermal activity and acoustic output. Our specific component layout combined with positive pressure airflow makes the Area– 51 run up to 13% cooler and and 45% quieter while driving 25% more airflow and delivering up to 50% more processing po...

JPMorgan Chase & Co. is among banks that have begun selling down a highly anticipated $20 billion debt financing backing the acquisition of Electronic Arts Inc. , the biggest leveraged buyout on record. Middle Eastern, Asian and smaller European banks are piling into a term loan A of as much as around $3 billion for the video-game maker, said people familiar with the matter. These loans typically are held by banks and the principal is paid off gradually over time rather than all at once at the end. It forms part of the wider package backing the purchase by a group including buyout firm Silver Lake Management, Jared Kushner’s Affinity Partners and Saudi Arabia’s Public Investment Fund. Underwriters launched the sale of the term loan A to banks that are looking to buy the amortizing debt on a take-and-hold basis, said the people, who asked not to be identified because the deal is private. It also has a financial covenant, they added. The three- and five-year term loan As are guided to pay around 250 basis points and 275 basis points, respectively, over the benchmark, one of the people said, attracting banks looking for yield in well-known, high-profile assets. Many of the banks coming into the deal are familiar not only with EA but with the buyers too. Middle Eastern, Asian and smaller European banks have shown increasing appetite for more highly leveraged debt on assets they know. Some invested in a portion of the $2.4 billion financing supporting a carveout of the home-care business of Reckitt Benckiser Group Plc. Start of Process The selldown process will last until the end of February and underwriting banks have the flexibility to adjust the size of the term loan A as they see fit, the people said. Once that part is sold, banks will look to syndicate euro- and dollar-denominated term loan Bs and high-yield bonds to institutional investors, the people said. About $3 billion of the financing will target the euro loan and bond markets, they added. The financing is se...

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Global equity funds attract inflows for third week in a row Reuters

更好地发挥财政、审计和税务的职能作用，助力拓优势、破瓶颈、补短板，为上海高质量发展提供坚实支撑保障。 2026年上海市财政审计税务工作会议今天（1月30日）召开。上海市委副书记、市长龚正指出， 要深入贯彻党的二十大和二十届历次全会精神以及中央经济工作会议精神，全面贯彻习近平总书记考察上海重要讲话精神，按照市委部署，聚焦重点领域和关键环节，抓推进、抓落实、抓见效，更好地发挥财政、审计和税务的职能作用，助力拓优势、破瓶颈、补短板，为上海高质量发展提供坚实支撑保障 。 龚正指出，过去一年，全市财政、审计和税务部门迎难而上、奋力拼搏，扎实有力推进各项目标任务完成。今年是“十五五”的开局之年，要 牢牢把握中央“继续实施更加积极的财政政策”的要求，牢牢把握全市财税运行和审计发展的特征趋势，聚焦“五个中心”建设主攻方向、重要使命，以更高站位、更强担当推动各项工作走深走实 。强化精准施策，更好地推动经济持续稳中向好。强化靠前发力，更好地引导社会预期、提振市场信心。强化系统集成，更好地发挥各项政策措施的乘数效应。强化底线思维，更好地增强经济社会发展韧性，坚决守住不发生系统性风险的底线。 龚正指出， 要加力提速落实今年财政、审计和税务重点工作，确保早见成效、多出成果 。聚焦开源挖潜，深化培植税源、挖潜增收，深化统筹资源、盘活存量，深化科学管理、降本增效， 全力确保财政运行总体平稳有序，并坚决守住不收“过头税费”的底线 。聚焦激发高质量发展内生动力， 持续加力支持扩大内需，持续加力支持培育壮大新动能、塑造新优势，持续加力支持现代化人民城市建设，全力保障重点领域财政支出需求 ，同时严肃财经纪律，厉行节约、勤俭办事。聚焦服务改革发展大局， 紧紧围绕国家重大战略任务深化实施、促进内需主导作用发挥、在发展中保障和改善民生、统筹发展和安全、规范权力运行，全力推动审计的独特监督作用深化彰显 。同时， 抓深抓实审计整改，更好地将审计成果转化为治理效能 。财政、审计和税务部门要持之以恒、从严从实加强自身建设，推动各项工作不断迈上新台阶、实现新突破。 市委常委、常务副市长吴伟主持会议。会上，市财政局、市审计局、市税务局分别作工作报告，财政部上海监管局、审计署上海特派办、税务总局驻上海特派办通报工作情况。

At Holdings Channel, we have reviewed the latest batch of the 20 most recent 13F filings for the 03/31/2025 reporting period, and noticed that Lowe's Companies Inc (Symbol: LOW) was held by 13 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen. Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in LOW positions, for this latest batch of 13F filers: In terms of shares owned, we count 6 of the above funds having increased existing LOW positions from 12/31/2024 to 03/31/2025, with 4 having decreased their positions. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the LOW share count in the aggregate among all of the funds which held LOW at the 03/31/2025 reporting period (out of the 1,655 we looked at in total). We then compared that number to the sum total of LOW shares those same funds held back at the 12/31/2024 period, to see how the aggregate share count held by hedge funds has moved for LOW. We found that between these two periods, funds increased their holdings by 439,836 shares in the aggregate, from 13,935,778 up to 14,375,614 for a share count increase of approximately 3.16%. The overall top three funds holding LOW on 03/31/20...

Google Stock In Buy Zone Ahead Of Earnings Feb. 4; Is It Actionable Now? 1/30/2026 After breaking out from a flat base in early January, the Magnificent Seven stock is now trading slightly above the... 1/30/2026 After breaking out from a flat base in early January,...

Investors in Microsoft Corporation (Symbol: MSFT) saw new options become available today, for the March 2027 expiration. One of the key inputs that goes into the price an option buyer is willing to pay, is the time value, so with 413 days until expiration the newly available contracts represent a potential opportunity for sellers of puts or calls to achieve a higher premium than would be available for the contracts with a closer expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the MSFT options chain for the new March 2027 contracts and identified one put and one call contract of particular interest. The put contract at the $430.00 strike price has a current bid of $42.05. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $430.00, but will also collect the premium, putting the cost basis of the shares at $387.95 (before broker commissions). To an investor already interested in purchasing shares of MSFT, that could represent an attractive alternative to paying $435.17/share today. Because the $430.00 strike represents an approximate 1% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 62%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 9.78% return on the cash commitment, or 8.64% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for Microsoft Corporation, and highlighting in green where the $430.00 strike is located relative to that history: Turning to the cal...

March 2027 Options Now Available For Microsoft (MSFT) Nasdaq

Microsoft (MSFT) reported fiscal second-quarter earnings after the bell on Wednesday, beating Wall Street estimates on both the top and bottom lines, with cloud revenue vaulting above $50 billion for the first time. But Microsoft's stock tumbled 12.5% to a low print of the day of $421, slicing off more than $400 billion in market value. As investors seemingly panicked about the company's ballooning artificial intelligence-fueled spending and potential OpenAI vulnerability, I want to use options to create an income stream and capture a snapback in this $3.2 trillion tech darling. Investors are concerned about high capex and OpenAI reliance: Microsoft's capital expenditures for the quarter were $37.5 billion, higher than expectations, due to relentless investment in data centers and AI infrastructure. The company, led by CEO Satya Nadella, also disclosed that nearly half of its massive commercial backlog is attributable to OpenAI, raising concerns about concentrated customer risk. Has OpenAI become a "too big to fail" company due to its central role in the AI narrative? Maybe as OpenAI's rapid growth has led to enormous commitments (estimated at $1.4 trillion for AI infrastructure like data centers and chips, far above its current annual revenue of roughly $3.7 billion). Opportunity knocks on software stocks, including Microsoft (MSFT), Salesforce (CRM), and ServiceNow (NOW), which all got slammed in Thursday's trading amid pressure on the software sector ETF (IGV) from artificial intelligence (AI) disruption concerns. Microsoft plays a critical role in the U.S. economy as one of the largest and most innovative technology companies, spearheading advancements in AI, cloud computing, software, and productivity tools that underpin modern business operations, government functions and consumer life. Microsoft (MSFT) is an Essential 40 ETF (ESN) constituent that currently trades at its lowest forward price-to-earnings ratio in the last five years, at just 25.9. This unusual...

美國股市走勢偏軟，三大指數低開後，跌幅略為擴大。 道指早段跌逾200點。納指表現較差，曾跌逾百分之0.6。 上日急挫的微軟回穩，在435美元水平上落。 上日上漲一成的Facebook母公司Meta則回軟，早段跌百分之2。

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Tesla and AMD among market cap stock movers on Friday Investing.com

特斯拉 （TSLA）周五早盘上涨4.1%。在2025年利润下降46%并停产Model S/X以改造弗里蒙特生产线用于生产人形机器人后，该公司表示2026年资本支出将增加一倍以上至约200亿美元，用于资助无人驾驶技术和Optimus机器人。 责任编辑：张俊 SF065

Upscaling means rendering a game at a lower resolution and then using algorithms to reconstruct the image at a higher resolution. The technique was first introduced as spatial data-based upscaling, and subsequently extended to temporal upscaling, yielding noticeable improvements in quality. Although not perfect, temporal upscaling performed substantially better than spatial methods. Ad Fast forward to 2026: Nvidia and AMD now use machine learning (ML) or AI to perform this task, resulting in an image that looks nearly native-resolution while running at a higher frame rate. DLSS 4.5 from Nvidia and FSR 4 Redstone from AMD are two AI-based upscalers that we will discuss today, analyzing their performance scaling and the reasons for compute overhead, and determining which is the better technology overall. Note: Some parts of this article are subjective and solely reflect the writer's opinion. Ad Trending How modern AI upscaling works DLSS 4.5 and FSR 4 Redstone rely on components such as temporal data and motion vectors and then use machine-learning methods to reconstruct a low-resolution image into a higher-resolution one. These do not rely solely on a single frame of image data; instead, they use multiple frames, which improves edge detection and image reconstruction while preserving texture detail in the output image. As a result, this process becomes extremely intensive, causing performance regression on older hardware and even on some newer hardware, significantly reducing frame rates. Ad When upscaling relied solely on spatial or temporal algorithms without AI compute workloads such as FP8 or similar parameters, the performance impact was present but largely unnoticeable. However, performance now takes a greater hit when using either DLSS 4.5 (which is even more intensive than DLSS 4.0) or FSR 4 Redstone, either via a driver toggle or in-game. Read more: Why does Steam creator Valve face a £656 million class-action lawsuit in the UK? Explained Ad NVIDIA DLSS 4.5 ...

核心要点 美国汽车行业正面临购车可负担性堪忧的问题：高收入人群持续购置新车，低收入群体则被挤出新车市场。 考克斯汽车数据显示，年收入低于 10 万美元的新车购买者占比从 2020 年的 50% 降至去年的 37%；同期，年收入超 20 万美元的购买者占比从 18% 升至 29%。 车企正通过多种方式将数百万美国消费者挡在新车市场门外，其中就包括砍掉小型车等入门级车型产品线。 2026 年 1 月 23 日，美国加利福尼亚州科尔马市一家经销商内的通用汽车雪佛兰开拓者纯电动汽车。通用汽车定于 1 月 27 日发布业绩数据。 美国消费者在本土汽车市场正走向两极分化：高收入人群不断以更高价格购置新车，低收入群体则只能继续驾驶二手车。 这一趋势让车企高管愈发担忧，也加剧了市场对美国经济陷入 “K 型复苏” 的顾虑 —— 在这种经济形态下，富人财富持续增长，低收入群体却步履维艰。 考克斯汽车高级经济学家查理・切斯布鲁夫周四在一场汽车分析师活动中表示：“如今的新车购买群体，与短短几年前已截然不同。核心结论是，当下的新车平均购买者，经济实力要雄厚得多。” 考克斯汽车的报告显示，年收入低于 10 万美元的新车购买者占比从 2020 年的 50% 降至去年，这一变化意味着车企流失了数百万笔潜在销量；而另一端，年收入超 20 万美元的购买者占比在同期从 18% 攀升至 29%。 考克斯汽车指出，这一格局的形成，一方面是因为 2025 年新车厂商建议零售价均值达到 5.1 万美元，另一方面消费者还需承受保险费用上涨与通胀的双重压力，而当前的消费者信心指数也处于经济衰退区间。 2020 年之前，美国新车销量曾创下超 1700 万辆的历史纪录，但此后销量表现起伏不定，2025 年全年新车销量收官于 1630 万辆。新车本就从未成为多数美国消费者的选择，而车企的一系列举措正将数百万美国人进一步挤出新车市场，其中就包括取消小型车等入门级车型的生产。 普兰特・莫兰咨询公司合伙人马克・巴罗特在周四的活动中表示：“如今我们的新车销量，正越来越依赖超高收入人群。从购车可负担性来看，这是一个结构性问题。” 巴罗特称，当前美国新车销量虽未再创纪录，但相较于历史水平仍属不错；但如果购车成本高企导致市场持续萎缩，车企高管们或许就该提高警惕了。 他说：“未来两到三年，市场就可能走到那一步，届时车企将真正面临业绩承压...

Image source: The Motley Fool. Jan. 30, 2026, 10 a.m. ET Call participants Managing Partner — Anuj Ranjan Chief Executive Officer — Adrian Letts Chief Financial Officer — Jaspreet Dehl Operator Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Proceeds from capital recycling -- Generated more than $2 billion through asset sales, indicating active portfolio management supporting balance sheet strength. -- Generated more than $2 billion through asset sales, indicating active portfolio management supporting balance sheet strength. Corporate debt repayment -- Repaid roughly $1 billion in corporate borrowings, improving net leverage position. -- Repaid roughly $1 billion in corporate borrowings, improving net leverage position. New investments -- Deployed $700 million into four growth acquisitions, supporting portfolio expansion. -- Deployed $700 million into four growth acquisitions, supporting portfolio expansion. Share buybacks -- Repurchased approximately $235 million of units and shares at an average price of $26, reflecting 94% completion of the $250 million buyback target. -- Repurchased approximately $235 million of units and shares at an average price of $26, reflecting 94% completion of the $250 million buyback target. Expected corporate reorganization -- Nearing completion of conversion to a single newly listed corporation, intended to improve liquidity and double index-driven demand for shares. -- Nearing completion of conversion to a single newly listed corporation, intended to improve liquidity and double index-driven demand for shares. Adjusted EBITDA (total) -- Reported $2.4 billion, compared to $2.6 billion in 2024, reflecting lower ownership in three businesses after a partial sale. -- Reported $2.4 billion, compared to $2.6 billion in 2024, reflecting lower ownership in three businesses after a partial sale. Tax credits -- Recognized $297 million, up from $271 million in the prior year, supporting overall earnings. -- Recognize...