Olga Kostrova /iStock via Getty Images Note to Investors: This is my second article on New Fortress Energy ( NFE ), and serves as a follow up to the article, shown here . The articles should be read in succession to understand company-related developments since that point. Background and Continued Strategy Since my last coverage of New Fortress Energy, not unexpected to investors, there has been a lot of volatility in the share price. As a reminder, the strategy I advised was one revolving around a heavy use of covered calls and cash secured puts, in order to capitalize on the rewarding option premiums this stock offers. In my personal portfolio, this strategy has worked well, with a cost basis nearing $0. This means, in theory, that my trade will soon be 'risk free.' Based on recent restructuring news, which will highly likely result in common equity surviving, I foresee that the conditions are right to continue pursuing this strategy. However, importantly, I would like to note that the restructuring news heavily lowers the risk-reward of the investment. Thus, while I would still like to reiterate my "Buy" rating on NFE, I recommend that investors cover most of their NFE position, as the outright long case appears to be less likely than during the publishing of my last article. As mentioned previously, NFE is undoubtedly a play that carries heavy risk, but by continuing to capture option premium, investors can continue to lower their cost basis and come out nearly risk free, even in the worst case. By pursuing this strategy, I believe that investors can achieve favorable returns in both the bear and bull case. Restructuring Update On January 26th, a Bloomberg article was published revealing that Wes Edens, the CEO of NFE, is in talks with creditors to take preferred equity in NFE. Under this restructuring, creditors would take economic control of certain assets. These assets include: Brazilian assets are expected to be taken under control by the 2029 senior secured...

Sundry Photography Merck ( MRK ) is set to acquire roughly $30M worth of shares of Eikon Therapeutics ( EIKN ), a cancer-focused biotech that filed for its U.S. IPO this week seeking a valuation of up to $908M, Bloomberg reported, citing people familiar with the matter. The New Jersey-based pharma giant's investment is expected to hand it nearly a 10% stake in Eikon ( EIKN ), the people said, asking for anonymity as the information is not yet public. The offering of approximately 17.6M shares has reportedly attracted both existing and new investors. Representatives for Merck ( MRK ) and Eikon ( EIKN ) didn’t immediately reply to Bloomberg’s requests for comments. The Millbrae, California-based biotech is led by Roger Perlmutter, a former president of Merck Research Laboratories ( MRK ), and several other ex-top executives of the pharma giant. More on Merck, Eikon Therapeutics, Inc. Merck Chooses Evolution Over Revolution - At Proposed Price, I'm Not Surprised Eikon Therapeutics Launches IPO For Ambitious Oncology Pipeline Development 44th Annual J.P. Morgan Healthcare Conference Merck veteran-led Eikon seeks $908M valuation in U.S. IPO ‍ Revolution Medicines plummets on report Merck walks from acquisition talks

格隆汇1月29日｜现货金银持续跳水，现货黄金连续跌破5400美元、5300美元两道关口，现小幅反弹至5327美元/盎司；现货白银较121.6美元的高位一度跌至111.5美元/盎司，现小幅反弹至113.5美元/盎司。

Why these women break the law to sell their eggs for IVF toggle caption Diaa Hadid/NPR MUMBRA, India — The afternoon sun shines on the woman in a commuter-town café, highlighting her almond-shaped eyes and pale skin, a look often sought after by couples who need an egg to have a baby. "I have good eggs," she laughs — good enough that she guesses she's a biological mother to at least 30 children. The 34-year-old woman requests we withhold her full name, because to survive, she sells her eggs, which is illegal in India. NPR refers to her by "H," the initial of her first name. Producing multiple eggs isn't easy on the human body. Typically a woman in her reproductive years will release one egg a month — it's either fertilized or flushed out with her period. Sponsor Message But when H has a commission, she'll inject herself with hormones for days to stimulate her ovaries to produce 20 to 30 eggs at a time. While she's under anesthesia, a health worker inserts a long thin needle through the wall of H's vagina to retrieve those eggs from her ovaries. H says doctors who have extracted her eggs have told her that she typically produces about two dozen at a time and that they are high quality — that is, they're more likely to be fertilized. H says that, alongside her good looks, it's why she's in demand. She estimates she has undergone 30 retrievals in the past five years. Whether the number is correct or not, it's clear that she does this regularly. If each of those retrievals produced one live baby, she'd be a biological mother to at least 30 children. She thinks there are far more. She boasts: "If they've harvested 20 eggs from my body, you can assume 10 kids have popped out at least." Over the years, H has been paid a high of $800 for her eggs and a low of $280 for a yield of eggs. Even that amount is more than the monthly wage of most jobs in India. Breaking the law to survive Women selling their eggs illegally is an open secret in the Indian fertility industry. Even th...

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Microsoft (NASDAQ:MSFT - Get Free Report)'s stock had its "overweight" rating reissued by investment analysts at Cantor Fitzgerald in a report released on Thursday,Benzinga reports. They presently have a $590.00 price objective on the software giant's stock. Cantor Fitzgerald's price objective would suggest a potential upside of 37.70% from the stock's previous close. Several other brokerages have also commented on MSFT. Arete Research lifted their target price on Microsoft from $710.00 to $730.00 in a research report on Monday, October 27th. Barclays reissued an "overweight" rating and issued a $600.00 price target (down previously from $610.00) on shares of Microsoft in a report on Thursday. Rothschild & Co Redburn lowered their price objective on Microsoft from $500.00 to $450.00 and set a "neutral" rating for the company in a research note on Wednesday, January 21st. Guggenheim reaffirmed a "buy" rating and issued a $586.00 price objective on shares of Microsoft in a report on Thursday, January 22nd. Finally, Raymond James Financial decreased their target price on shares of Microsoft from $630.00 to $600.00 and set an "outperform" rating for the company in a research report on Thursday, October 30th. One analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, Microsoft presently has an average rating of "Moderate Buy" and a consensus target price of $601.00. Get Microsoft alerts: Sign Up Check Out Our Latest Research Report on MSFT Microsoft Trading Down 11.0% NASDAQ:MSFT traded down $53.16 during trading hours on Thursday, reaching $428.47. 26,402,321 shares of the company were exchanged, compared to its average volume of 26,422,932. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.40 and a quick ratio of 1.39. The firm has a market cap of $3.18 trillion, a price-to-earnings ratio of 30.19, a PEG ratio of 1.94 and a ...

Microsoft (NASDAQ:MSFT - Get Free Report) had its price target reduced by equities research analysts at JPMorgan Chase & Co. from $575.00 to $550.00 in a research report issued on Thursday, Marketbeat reports. The firm currently has an "overweight" rating on the software giant's stock. JPMorgan Chase & Co.'s price target points to a potential upside of 28.18% from the company's current price. Other analysts also recently issued research reports about the stock. Oppenheimer reaffirmed an "outperform" rating on shares of Microsoft in a research report on Thursday, October 30th. Royal Bank Of Canada reissued a "buy" rating on shares of Microsoft in a research report on Monday, January 5th. UBS Group dropped their price target on Microsoft from $650.00 to $600.00 and set a "buy" rating on the stock in a research note on Friday, January 23rd. Bank of America reduced their price objective on Microsoft from $640.00 to $520.00 and set a "buy" rating for the company in a research note on Monday. Finally, Cantor Fitzgerald reaffirmed an "overweight" rating and set a $590.00 target price on shares of Microsoft in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and three have issued a Hold rating to the company's stock. According to data from MarketBeat.com, Microsoft currently has a consensus rating of "Moderate Buy" and an average target price of $601.00. Get Microsoft alerts: Sign Up Get Our Latest Analysis on MSFT Microsoft Trading Down 10.9% Microsoft stock traded down $52.56 during mid-day trading on Thursday, hitting $429.07. 26,402,321 shares of the stock were exchanged, compared to its average volume of 26,422,932. The stock has a market capitalization of $3.19 trillion, a price-to-earnings ratio of 30.19, a PEG ratio of 1.94 and a beta of 1.07. Microsoft has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a quick ratio of 1.39, a current ratio of 1...

Microsoft (NASDAQ:MSFT - Get Free Report)'s stock had its "buy" rating reissued by equities research analysts at The Goldman Sachs Group in a note issued to investors on Thursday, MarketBeat reports. They presently have a $600.00 price objective on the software giant's stock, down from their previous price objective of $655.00. The Goldman Sachs Group's price objective suggests a potential upside of 39.84% from the company's current price. MSFT has been the subject of several other reports. Piper Sandler restated an "overweight" rating and set a $600.00 price objective (down from $650.00) on shares of Microsoft in a research report on Thursday. Daiwa Capital Markets lowered their price target on Microsoft from $640.00 to $630.00 and set a "buy" rating for the company in a report on Friday, November 7th. DZ Bank reaffirmed a "buy" rating on shares of Microsoft in a research note on Thursday, October 30th. Wells Fargo & Company set a $615.00 target price on shares of Microsoft in a report on Thursday. Finally, JPMorgan Chase & Co. restated a "buy" rating on shares of Microsoft in a research note on Wednesday, November 19th. One analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, Microsoft currently has a consensus rating of "Moderate Buy" and a consensus price target of $601.00. Get Microsoft alerts: Sign Up Check Out Our Latest Report on MSFT Microsoft Stock Performance Shares of MSFT traded down $52.56 during mid-day trading on Thursday, hitting $429.07. 26,402,321 shares of the company's stock were exchanged, compared to its average volume of 26,422,932. The company has a quick ratio of 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10. Microsoft has a 52 week low of $344.79 and a 52 week high of $555.45. The stock's 50-day simple moving average is $477.57 and its 200-day simple moving average is $500.68. The firm has a market ca...

Microsoft (NASDAQ:MSFT - Get Free Report) had its price objective reduced by research analysts at Wedbush from $625.00 to $575.00 in a research note issued on Thursday, MarketBeat Ratings reports. The brokerage presently has an "outperform" rating on the software giant's stock. Wedbush's price objective suggests a potential upside of 34.01% from the company's current price. Other research analysts have also issued research reports about the company. UBS Group decreased their price objective on Microsoft from $650.00 to $600.00 and set a "buy" rating on the stock in a report on Friday, January 23rd. Robert W. Baird set a $540.00 price target on shares of Microsoft and gave the stock an "outperform" rating in a research report on Thursday. Barclays reiterated an "overweight" rating and issued a $600.00 price objective (down previously from $610.00) on shares of Microsoft in a report on Thursday. Piper Sandler restated an "overweight" rating and set a $600.00 target price (down from $650.00) on shares of Microsoft in a report on Thursday. Finally, Bank of America cut their price target on Microsoft from $640.00 to $520.00 and set a "buy" rating for the company in a report on Monday. One analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $601.00. Get Microsoft alerts: Sign Up Check Out Our Latest Stock Analysis on MSFT Microsoft Price Performance MSFT stock traded down $52.56 during trading on Thursday, hitting $429.07. The stock had a trading volume of 26,402,321 shares, compared to its average volume of 26,422,932. Microsoft has a twelve month low of $344.79 and a twelve month high of $555.45. The company's 50-day moving average price is $477.57 and its two-hundred day moving average price is $500.68. The company has a debt-to-equity ratio of 0.10, a current ratio o...

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Microsoft (NASDAQ:MSFT - Get Free Report) had its target price reduced by stock analysts at Evercore ISI from $640.00 to $580.00 in a report released on Thursday, MarketBeat reports. The firm presently has an "outperform" rating on the software giant's stock. Evercore ISI's target price suggests a potential upside of 35.36% from the stock's previous close. Several other equities research analysts also recently issued reports on MSFT. Rothschild & Co Redburn decreased their price target on Microsoft from $500.00 to $450.00 and set a "neutral" rating for the company in a report on Wednesday, January 21st. Bank of America decreased their price objective on shares of Microsoft from $640.00 to $520.00 and set a "buy" rating on the stock in a research report on Monday. Sanford C. Bernstein restated an "outperform" rating and issued a $641.00 target price (down previously from $645.00) on shares of Microsoft in a research note on Thursday. Wolfe Research dropped their price target on shares of Microsoft from $675.00 to $625.00 and set an "outperform" rating on the stock in a report on Monday, December 15th. Finally, Wall Street Zen cut Microsoft from a "buy" rating to a "hold" rating in a research report on Sunday, January 18th. One research analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and three have given a Hold rating to the company's stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $601.00. Get Microsoft alerts: Sign Up Read Our Latest Research Report on Microsoft Microsoft Stock Performance Shares of NASDAQ MSFT traded down $53.16 during trading hours on Thursday, reaching $428.47. 26,402,321 shares of the stock were exchanged, compared to its average volume of 26,422,932. The firm has a market capitalization of $3.18 trillion, a price-to-earnings ratio of 30.19, a P/E/G ratio of 1.94 and a beta of 1.07. The company has a debt-to-equity rat...

Seagate Technology stock surged some 20% on Wednesday after the company released earnings. Seagate Technology (STX 0.96%) stock was soaring on Wednesday, rising some 20% in early trading after the company released blowout fiscal second-quarter earnings after the market closed Jan. 27. For this high-flying artificial intelligence (AI) stock, it's a continuation of the breakout success it had in 2025 as one of the best-performing stocks on the S&P 500. Seagate returned 225% in 2025, and it's already up a ridiculous 61% year to date. Over the past 12 months, Seagate stock has risen 343%. And the good news for investors is that it doesn't appear to be slowing down anytime soon. Seagate reported blowout earnings Seagate and its chief rival, Western Digital, were two of the best S&P 500 stocks last year, each returning in excess of 200%. Expand NASDAQ : STX Seagate Technology Plc Today's Change ( -0.96 %) $ -4.24 Current Price $ 438.69 Key Data Points Market Cap $95B Day's Range $ 434.11 - $ 457.20 52wk Range $ 63.19 - $ 457.20 Volume 131K Avg Vol 4.3M Gross Margin 38.65 % Dividend Yield 0.65 % These two companies, which make high-capacity hard disk drives primarily for data centers, are the dominant players, splitting about 80% of the market share in this space. That puts them in a prime position to capitalize on the AI boom and the growing need for data centers and storage. In the fiscal second quarter, Seagate generated $2.8 billion in revenue, a 22% increase year over year that beat analysts' estimates. Net income surged 76% to $593 million, or $2.60 per share. On an adjusted basis, net income rose 62% to $433 million, or $3.11 per share, which blew away estimates of $2.84 per share. Its adjusted earnings were a new record, as were its 41.6% gross margin and 29.8% operating margin. The third-quarter guidance called for revenue of $2.9 billion, which was beyond estimates of $2.79 billion. Further, Seagate anticipates non-GAAP (adjusted) diluted EPS of $3.40, plus or mi...

Border czar Tom Homan speaks during a news conference about ongoing immigration enforcement operations, in Minneapolis, Jan. 29, 2026. Scott Olson | Getty Images U.S. border czar Tom Homan on Thursday said federal immigration enforcement agencies are working on a plan to reduce their massive presence in Minnesota, while broadly acknowledging problems with the Trump administration's activities there. "I'm not here because the federal government has carried its mission out perfectly," Homan said at a press conference in Minneapolis, where an aggressive surge in federal deportation efforts has stoked major civil unrest . Homan said he and President Donald Trump , "along with others in the administration, have recognized that certain improvements could and should be made." Trump on Monday sent Homan to Minneapolis to manage U.S. Immigration and Customs Enforcement's operations. The announcement came two days after federal agents killed a second U.S. citizen, Alex Pretti, in the city during altercations that were caught on camera. Homan on Thursday said he is in conversation with state and local officials, including Gov. Tim Walz and Minneapolis Mayor Jacob Frey. "This is common sense cooperation that allows to draw down on the number of people we have here. Yes, I said it, draw down the number of people here," Homan said. ICE and the U.S. Customs and Border Protection agency are "working on a drawdown plan," he said. Read more CNBC politics coverage Fed has not yet complied with subpoenas as Powell probe continues: Source Trump lowered 'temperature' on Minnesota, wants to avoid shutdown: Bessent NYC Mayor Mamdani says city must hike taxes on wealthy to fill $12B deficit Trump warns Iran an 'armada' is heading its way and to agree to a nuclear deal, or else U.S.-India trade talks could get a boost as America sees life going on without it Canada's Carney tells Trump 'I meant what I said in Davos' Trump says he wants 'very honorable and honest investigation' of Alex Pretti...

Wall Street is gearing up for a borrowing bonanza to bankroll artificial intelligence projects that could push February corporate bond sales to a record, even as warnings against complacency continue to percolate across credit markets. International Business Machines Corp. is selling dollar and euro bonds after reporting quarterly sales that topped analysts’ estimates. Meta Platforms Inc. and Microsoft Corp. also posted results, freeing them up to sell bonds. US high-grade issuance for January is already approaching a record and Wall Street banks and investors are expecting new highs in the coming months as debt sales shift from banks to non-financial sectors. February and March are typically some of the busiest months for the technology, media and telecommunications sector, with the two months averaging a combined total of $44 billion in high-grade bond sales annually over the last four years, according to JPMorgan Chase & Co. That’s a huge jump from an average of about $9 billion in January. The next two months will be busier than usual due an unprecedented rush to finance AI projects expected this year, according to JPMorgan credit strategist Nathaniel Rosenbaum . His team is forecasting a record $400 billion in high-grade debt issuance from the TMT sector in 2026. “The expectation of very heavy hyperscaler issuance is the base case of nearly all credit investors at this point,” Rosenbaum said in an interview. “The average high-grade issuer is a pretty savvy student of the market and is well aware that issuing when spreads are tight is usually a prudent decision.” Investors entered 2026 with so much “dry powder” that they’re still hunting for deals after a busy January, highlighting robust demand for credit that’s helped keep spreads near the lowest in three decades , according to Matt Brill , head of North America investment-grade credit at Invesco. Everybody wants to know how many of the hyperscalers will come to market, how much they want to borrow and whether...

In early trading on Thursday, shares of Meta Platforms topped the list of the day's best performing components of the Nasdaq 100 index, trading up 7.7%. Year to date, Meta Platforms registers a 9.1% gain. And the worst performing Nasdaq 100 component thus far on the day is Atlassian, trading down 13.3%. Atlassian is lower by about 28.0% looking at the year to date performance. Two other components making moves today are Microsoft, trading down 10.1%, and Diamondback Energy, trading up 4.8% on the day. VIDEO: Nasdaq 100 Movers: TEAM, META The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

AT&T’s latest financial results could give some insight into how iPhone sales did in Apple’s latest quarter, according to one Wells Fargo analyst. Telecommunications company AT&T reported fourth-quarter earnings Wednesday morning. In the report, AT&T posted equipment operating revenue of $7.4 billion, a 12.7% increase from the year-ago period.

Edwin Tan/E+ via Getty Images It took a long time for HUYA Inc ( HUYA ), a provider of game-centered entertainment and other related services such as live streaming, but HUYA may have have succeeded in breaking out after being held back by what was in all likelihood resistance in the charts for quite some time. However, there was no obvious catalyst to be found that could have been behind the recent price action, which saw the stock price appreciate by 39% at the high in just two trading days. This suggests some caution is in order before jumping in because it is still possible for the stock to fall back. HUYA tries to break free HUYA was a bore for much of the past six months or so with the stock basically going sideways, but this has changed in the last couple of days. The chart below shows how the stock was stuck because it had trouble getting through the $3.80-4.20 price region, or the $4.00 price point to be more specific. In fact, the 52-weeks high for most of this period was exactly $4.00 per ADS, which HUYA reached as long ago as July 2025. Source: Thinkorswim app HUYA tried to go higher in the next six months, but despite repeated attempts, it was unable to do so. That is until January 27 when HUYA hit an intraday high of $4.64, before closing the day lower at $4.26 per ADS for a gain of 19.3% in one day. Note also that the stock stopped just short of $4.00 the previous day with an intraday high of $3.95, or just below $4.00, before ending the day with a 6.9% gain. Not only was HUYA able to blow past $4.00, but it did so by appreciating by 27.5% in two days, and much more on an intraday basis. Why did HUYA struggle getting past $4.00? It’s worth mentioning that HUYA’s problems moving past the $4.00 price point go back even further. The chart below shows how the stock turned sharply lower in May and October 2024 close to or around the region close to $4.00. In other words, HUYA had problems going higher close to the $4.00 price point for at least the past 21...

巴基斯坦和孟加拉国时隔14年恢复直航 2026-01-29 23:23:15 来源： 同花顺7x24快讯 分享 巴基斯坦和孟加拉国时隔14年恢复直航。据飞行机构航程表显示，飞机于孟加拉国时间20时15分从达卡起飞，预计当日晚间降落巴基斯坦卡拉奇。(央视新闻)

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zhaojiankang/iStock via Getty Images Introduction & Thesis In these times, exposure to the Chinese market can, in some cases, be a positive quality of an investment portfolio, providing geographical and sectoral diversification. One of the most relevant index investment vehicles on the market to try to achieve that objective is the KraneShares KWEB Covered Call Strategy ETF ( KLIP ). What this ETF does is generate monthly rents through a hedged financial options strategy while at the same time exposing itself to the Chinese market through the purchase of the KWEB ETF. The latter, if it invests directly in Chinese companies focused on the internet industry and technology. With regard to the investment thesis, I believe that we are at a time when it is worth exposing the Chinese market so that it acts as a diversifying agent within the portfolio. As I commented in my article on CQQQ , both the country's monetary policy (PBOC interest rates) and the actions being taken by China's financial system make me think that its financial markets have a way to go. The way the ETF operates, it offers a revenue-generating possibility not offered by other vehicles, so I see it as a good fund to take exposure to China, generating recurring monthly revenue through the implementation of its hedged options strategy. My rating is to buy, with the part of the portfolio you go to emerging markets (no more than 10%), considering that KLIP will also make you the revenue-generating function. Fund Strategy To understand the strategy correctly, one must understand that it is a financial option. Options are financial derivatives that give the right to their buyer and the obligation to their seller to buy or sell an asset at a specified price and date. What the ETF does is that it buys the KWEB ETF and holds it in its portfolio as a long position, while at the same time, it sells call (buy) options on the ETF itself that it holds in its portfolio. This is called a covered call strategy because i...

At Holdings Channel, we have reviewed the latest batch of the 23 most recent 13F filings for the 06/30/2025 reporting period, and noticed that Micron Technology Inc. (Symbol: MU) was held by 9 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 MU positions, for this latest batch of 13F filers: In terms of shares owned, we count 2 of the above funds having increased existing MU positions from 03/31/2025 to 06/30/2025, with 6 having decreased their positions and 1 new position. Worth noting is that Quinn Opportunity Partners LLC, and denkapparat Operations GmbH, included in this recent batch of 13F filers, exited MU common stock as of 06/30/2025. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the MU share count in the aggregate among all of the funds which held MU at the 06/30/2025 reporting period (out of the 4,215 we looked at in total). We then compared that number to the sum total of MU shares those same funds held back at the 03/31/2025 period, to see how the aggregate share count held by hedge funds has moved for MU. We found that between these two periods, funds reduced the...

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In Brief A new AI lab called Flapping Airplanes launched on Wednesday, with $180 million in seed funding from Google Ventures, Sequoia, and Index. The founding team is impressive, and the goal — finding a less data-hungry way to train large models — is a particularly interesting one. Based on what I’ve seen so far, I would rate them as Level Two on the trying-to-make-money scale. But there’s something even more exciting about the Flapping Airplanes project that I hadn’t been able to put my finger on until I read this post from Sequoia partner David Cahn. As Cahn describes it, Flapping Airplanes is one of the first labs to move beyond scaling, the relentless buildout of data and compute that has defined most of the industry so far: The scaling paradigm argues for dedicating a huge amount of society’s resources, as much as the economy can muster, toward scaling up today’s LLMs, in the hopes that this will lead to AGI. The research paradigm argues that we are 2-3 research breakthroughs away from an “AGI” intelligence, and as a result, we should dedicate resources to long-running research, especially projects that may take 5-10 years to come to fruition. […] A compute-first approach would prioritize cluster scale above all else, and would heavily favor short-term wins (on the order of 1-2 years) over long-term bets (on the order of 5-10 years). A research-first approach would spread bets temporally, and should be willing to make lots of bets that have a low absolute probability of working, but that collectively expand the search space for what is possible. It might be that the compute folks are right, and it’s pointless to focus on anything other than frenzied server buildouts. But with so many companies already pointed in that direction, it’s nice to see someone headed the other way.

Image source: The Motley Fool. Jan. 29, 2026 at 8 a.m. ET Call participants Chief Executive Officer — Aaron Simons Chief Financial Officer — Cindy Lee Co-President and Co-Chief Operating Officer — Joseph Molluso Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Adjusted net trading income (ANTI) -- $9.7 million per day and $613 million total, marking the highest quarterly total since Q1 2021. -- $9.7 million per day and $613 million total, marking the highest quarterly total since Q1 2021. Full-year ANTI -- $8.6 million per day and $2.1 billion total, establishing a multi-year high. -- $8.6 million per day and $2.1 billion total, establishing a multi-year high. Market making segment ANTI -- $7.8 million per day for the quarter and $6.7 million per day for the year. -- $7.8 million per day for the quarter and $6.7 million per day for the year. Virtu Execution Services (VES) ANTI -- $2 million per day in the quarter and $1.9 million per day for the year, representing the seventh consecutive quarter of increases and a new high since early 2022. -- $2 million per day in the quarter and $1.9 million per day for the year, representing the seventh consecutive quarter of increases and a new high since early 2022. Adjusted EBITDA -- $442 million for the quarter with a 72% margin; full-year adjusted EBITDA of $1.4 billion and a 65% margin, both figures are the highest since 2021. -- $442 million for the quarter with a 72% margin; full-year adjusted EBITDA of $1.4 billion and a 65% margin, both figures are the highest since 2021. Adjusted EPS -- $1.85 for the quarter and $5.73 for the year, each the highest since 2021. -- $1.85 for the quarter and $5.73 for the year, each the highest since 2021. Cash compensation ratio -- 19% for the full year, within the firm’s historical range; the increase reflects investment in trading, technology, and talent. -- 19% for the full year, within the firm’s historical range; the increase reflects investment in trading,...

核心要点 星巴克 会员忠诚度计划将恢复等级制度，此举是公司为鼓励顾客提高到店消费频次所做的举措之一。 该咖啡连锁品牌在投资者日活动上公布了这一消息。 星巴克曾在 2019 年取消双层等级体系，彼时称这一调整旨在推动新会员提升参与度。 美国佐治亚州亚特兰大市，一名顾客在星巴克门店使用手机应用支付。 作为整体转型战略的一部分，星巴克将为其北美地区的会员忠诚度计划重新引入等级制度，以此鼓励咖啡消费者提高到店消费频次。 星巴克于本周四在投资者日活动上公布了这一决定。公司各部门高管详细披露了推动未来销售增 长和 盈利能力的多项计划，其中就包括对核心的会员忠诚度计划的调整。 星巴克会员忠诚度计划自 2009 年起推出。这家素来被视作餐饮行业科技应用标杆的企业，一直依靠该计划激励会员增加到店次数、提高消费金额。2025 财年，星巴克有 60% 的营收来自与该会员计划相关的交易。 但这家咖啡连锁品牌也需要在为会员提供诱人福利与维持利润率之间找到平衡。2019 年，星巴克取消了双层等级体系，称调整的目的是鼓励新会员更积极地参与计划。而如今公司认为，这一体系未能对最忠实的顾客给予相应的奖励。 2024 年 11 月加入星巴克的首席品牌官特雷西・利伯曼在接受美国消费者新闻与商业频道记者凯特・罗杰斯采访时表示：“我们最核心的顾客一年到店消费 200 次，而我们此前对他们和一年只来一次的顾客一视同仁，因此我们决定重新推出等级制度。” 星巴克此次的等级会员计划将于 3 月 10 日正式恢复，本次共设置三个等级。 星巴克会员等级制度具体规则 星巴克会员忠诚度计划中，拥有不足 500 颗 “星享积分” 的会员将归为绿星级。绿星级会员可在生日当天获赠一杯免费饮品或一份免费食品，优先体验部分新品，并享受个性化优惠。其星享积分的有效期为 6 个月，会员可通过兑换福利、完成消费等多种方式延长积分有效期。 若顾客在 12 个月内累计获得 500 颗星享积分，将升级为金星级会员。金星级会员的积分永久有效，且每消费 1 美元可获得 1.2 颗星享积分。 当会员在 12 个月内累计获得 2500 颗星享积分，即可升级为臻选级会员。该等级会员可获得独家周边商品与活动参与资格，每消费 1 美元可累计 1.7 颗星享积分。 目前的星巴克会员计划中，会员使用预充值星享卡支付时，每消费 1 美元可获得 2 颗星享积分；若使...

The computer server specialist has exciting growth prospects, but that doesn't necessarily mean that its bottom line is going to take off. Super Micro Computer (SMCI 5.80%), better known as Supermicro, has benefited from rising demand for its data center servers in recent years as the artificial intelligence (AI) trend has driven a massive buildout of cloud infrastructure. The company's growth has been impressive. Over its past four reported quarters, it has generated more than $21 billion in sales. Only a few years ago, it was bringing in less than $6 billion in annual revenue. Further, it looks poised for more growth as spending on AI hardware remains robust. Heading into this year, the tech stock looked like it might be an underrated option for AI investors to load up on, given its relatively modest size; its market cap is currently below $20 billion. But there's an important metric for investors to consider before deciding whether or not to invest in this company: its gross margin. A narrow gross profit margin According to analysts' consensus estimates, Supermicro's gross profit margin is expected to be around just 7.5% this year. Back in 2022, it was more than twice that. This is a big problem for the company. Nearly 93% of its revenues are going to cover its cost of goods sold, and what's left has to cover its overhead and operating expenses. Low-margin businesses need to generate extremely high volumes to be meaningfully profitable. A 7.5% gross margin is more the type of level one might expect from a retailer or a supermarket chain. Based on these figures, Supermicro might not be able to improve its bottom line much, even if it achieves significant top-line growth. Narrow margins also leave little room for error. Keeping a sharp focus on cost management is imperative. Without it, earnings could easily deteriorate. So even though high demand for its AI servers presents Supermicro with an opportunity for serious sales growth, that might not necessarily result ...

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At Holdings Channel, we have reviewed the latest batch of the 28 most recent 13F filings for the 09/30/2024 reporting period, and noticed that Vanguard Sector Index Funds Vanguard Information Technology ETF (Symbol: VGT) was held by 16 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 VGT positions, for this latest batch of 13F filers: In terms of shares owned, we count 7 of the above funds having increased existing VGT positions from 06/30/2024 to 09/30/2024, with 4 having decreased their positions. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the VGT share count in the aggregate among all of the funds which held VGT at the 09/30/2024 reporting period (out of the 1,831 we looked at in total). We then compared that number to the sum total of VGT shares those same funds held back at the 06/30/2024 period, to see how the aggregate share count held by hedge funds has moved for VGT. We found that between these two periods, funds reduced their holdings by 194,779 shares in the aggregate, from 4,450,745 down to 4,255,966 for a share count decline of approximately -4.38%. The overal...

格隆汇1月29日｜沪金主力合约日内大跌4.00%，现报1153.08元/克。

At Holdings Channel, we have reviewed the latest batch of the 23 most recent 13F filings for the 12/31/2025 reporting period, and noticed that PNC Financial Services Group (Symbol: PNC) was held by 12 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 PNC positions, for this latest batch of 13F filers: In terms of shares owned, we count 3 of the above funds having increased existing PNC positions from 09/30/2025 to 12/31/2025, with 2 having decreased their positions and 3 new positions. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the PNC share count in the aggregate among all of the funds which held PNC at the 12/31/2025 reporting period (out of the 2,352 we looked at in total). We then compared that number to the sum total of PNC shares those same funds held back at the 09/30/2025 period, to see how the aggregate share count held by hedge funds has moved for PNC. We found that between these two periods, funds reduced their holdings by 265,030 shares in the aggregate, from 18,148,493 down to 17,883,463 for a share count decline of approximately -1.46%. The overall top three f...