Southern Co ( SO ) declared $0.74/share quarterly dividend , in line with previous. Forward yield 3.35% Payable March 6; for shareholders of record Feb. 17; ex-div Feb. 17. See SO Dividend Scorecard, Yield Chart, & Dividend Growth. More on Southern Co Recent Pullback Provides Opportunity In Southern Company Southern Company: Solid Execution And Data-Center Tailwinds Unlock Upside The Southern Company rises after six straight sessions of decline Southern cut at Jefferies as Georgia PSC elections 'raise the bar for a rebase' Seeking Alpha’s Quant Rating on Southern Co

格隆汇1月29日｜现货黄金站上5370美元/盎司，日内涨3.68%。

美国国务卿鲁比奥28日称，美方将很快在委内瑞拉设立外交机构，这将使美方能够获得“实时信息”，并与委政府和各界进行互动。鲁比奥当天在美国会参议院外交关系委员会举行的听证会上就美对委政策接受国会质询。他称，委方正同美方合作，双方建立起了“富有成效的沟通渠道”。（新浪财经）

If you can stomach volatility, the long-term potential remains strong. The "Magnificent Seven" stocks got their name by being seven of the best-performing and dominant tech companies in the world. Unfortunately, most of the companies had a less-than-magnificent 2025. Five of the companies underperformed the S&P 500's 16.4% returns, with the two exceptions being Nvidia (NVDA +1.44%) and Alphabet (GOOG +0.57%)(GOOGL +0.73%). They finished 2025 up 38.9% and 65.4%, respectively. Considering their impressive recent gains, are they buys for this year? For long-term investors, there's a clear answer. Making the case for Nvidia Nvidia is the world's most valuable public company with a market of more than $4.5 trillion (as of Jan. 23). Its historic growth can all be traced back to the current artificial intelligence (AI) gold rush. Nvidia's graphics processing units (GPUs) have become a critical part of the AI pipeline because they can handle the processing needed to train and run AI models. The company essentially had a monopoly on high-end AI training hardware for a while, and both its stock price and earnings have shot up because of it. Nvidia has solidified itself as the leader of the hardware side of AI. If companies keep their plans to continue building out their AI infrastructure, Nvidia will remain one of the biggest beneficiaries. It will inevitably lose some dominance as companies like Amazon and Alphabet begin designing their own chips, but it's not easy for customers to change providers. Trading at 38 times its projected earnings over the next year (second-highest in the Magnificent Seven behind Tesla), Nvidia isn't cheap. But if you're a long-term investor, consistently building a stake in Nvidia is a smart move. Just expect the inevitable volatility along the way. Expand NASDAQ : NVDA Nvidia Today's Change ( 1.44 %) $ 2.72 Current Price $ 191.24 Key Data Points Market Cap $4.6T Day's Range $ 189.84 - $ 192.35 52wk Range $ 86.62 - $ 212.19 Volume 3.5M Avg Vol 18...

Key Points Nvidia held a near-monopoly on high-end AI training hardware. Nvidia will inevitably lose market share in the AI chip industry as more companies develop their own. Alphabet has shown that AI tools haven't had a noticeable negative effect on its Google Search business. 10 stocks we like better than Nvidia › The "Magnificent Seven" stocks got their name by being seven of the best-performing and dominant tech companies in the world. Unfortunately, most of the companies had a less-than-magnificent 2025. Five of the companies underperformed the S&P 500's 16.4% returns, with the two exceptions being Nvidia (NASDAQ: NVDA) and Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL). They finished 2025 up 38.9% and 65.4%, respectively. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Considering their impressive recent gains, are they buys for this year? For long-term investors, there's a clear answer. Making the case for Nvidia Nvidia is the world's most valuable public company with a market of more than $4.5 trillion (as of Jan. 23). Its historic growth can all be traced back to the current artificial intelligence (AI) gold rush. Nvidia's graphics processing units (GPUs) have become a critical part of the AI pipeline because they can handle the processing needed to train and run AI models. The company essentially had a monopoly on high-end AI training hardware for a while, and both its stock price and earnings have shot up because of it. Nvidia has solidified itself as the leader of the hardware side of AI. If companies keep their plans to continue building out their AI infrastructure, Nvidia will remain one of the biggest beneficiaries. It will inevitably lose some dominance as companies like Amazon and Alphabet begin designing their own chips, but it's not easy for customers to change providers. Trading at 38 times its projected earnings over the next year (second-highest in the Magnificent S...

Key Points Hyperliquid stands out for its perpetual futures, a type of derivative contract. Designed for speedy and efficient trading, the exchange commands high trading volumes. Leverage is extremely risky and investors can lose everything if positions get liquidated. 10 stocks we like better than Hyperliquid › Hyperliquid (CRYPTO: HYPE) is a relatively new crypto that launched just over a year ago and quickly shot into the top 20 cryptos by market cap. It is the utility coin for the Hyperliquid decentralized exchange (DEX), which boasts considerable trading volumes and more than 1.4 million users. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » At points, Hyperliquid seemed like it might be one of last year's break out cryptos. It started the year at $24.12 and surged to an all-time high of $59.30 in September. However, it had erased many of its gains by the end of December. It has since recovered some ground, and as of Jan. 28, it was up more than 50% in a previous week and is trading at about $33.43. Whether being down more than 40% from its high makes it a fading star or a buying opportunity depends on how the crypto market evolves. Hyperliquid relies on both trading and leverage -- so it will suffer if there's a prolonged period of crypto lethargy or reduction in leverage trading. More broadly, Hyperliquid will benefit if more traditional financial markets move on chain and use the platform. Is Hyperliquid worth the hype? Perpetual futures (perps), a type of derivative contract, are at the heart of Hyperliquid's success. Investors use them to speculate on the prices of crypto and other commodities without owning the underlying assets, often using leverage. Unlike traditional futures contracts, perpetual futures don't have an expiration date. They allow traders to open continuous positions, which adds flexibility and reduces costs. Hyperliquid offers leverage of as much as 40...

The wheat complex is in rally mode on Wednesday. Chicago SRW futures are posting 13 to 14 cent gains on Wednesday. KC HRW futures are trading with 10 to 12 cent gains on the day. MPLS spring wheat is 4 to 5 cents higher at midday. Weakness in the dollar index this week has added some support to the market. Export Sales data released on Thursday morning will show wheat sales for the week ending on January 22. Traders are expecting between 275,000 and 600,000 MT in wheat bookings. Don’t Miss a Day: Mar 26 CBOT Wheat is at $5.37 1/2, up 14 1/4 cents, May 26 CBOT Wheat is at $5.45 3/4, up 13 cents, Mar 26 KCBT Wheat is at $5.43 1/2, up 10 3/4 cents, May 26 KCBT Wheat is at $5.54, up 11 1/4 cents, Mar 26 MIAX Wheat is at $5.76, up 4 1/4 cents, May 26 MIAX Wheat is at $5.88 1/4, up 4 1/2 cents, On the date of publication, Austin Schroeder did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Earnings Call Insights: MSCI Inc. (MSCI) Q4 2025 Management View Henry Fernandez, Chairman & CEO, opened the call stating that "MSCI is generating impressive momentum across product lines and client segments." He highlighted "organic revenue growth of over 10%, adjusted EBITDA growth of over 13% and adjusted EPS growth of almost 12% for the quarter and almost 14% for the full year." Fernandez emphasized the company's long-term record, mentioning a "compound annual growth rate of nearly 13% for total revenue, nearly 15% for adjusted EBITDA and over 16% for adjusted EPS" since IPO, and noted "11 consecutive years of double-digit adjusted EPS growth." He also reported repurchasing nearly $958 million of shares in Q4 and almost $3.3 billion over two years, emphasizing management's conviction in MSCI's prospects. Fernandez indicated that Q4 was "our second best quarter ever for recurring net new subscription sales" and noted a "total run rate of over $3.3 billion, growing 13%." He cited strengths in Index, mentioning a "best quarter ever for new recurring subscription sales," and record inflows into client ETF products linked to MSCI indices, with total ETF and non-ETF AUM tied to MSCI indices at approximately $7 trillion. The company is "doubling down on key opportunities while reinforcing our position as the essential intelligence layer of global investing." The CEO highlighted expansion in Private Capital Solutions, with recurring sales growth of 86%, and noted some softness in Sustainability and Climate sales in the Americas. He stressed MSCI's "company-wide total embrace of AI," describing it as a "technology power transformation." Fernandez announced that President Baer Pettit will retire on March 1, with Alvise Munari and Jorge Mina stepping into key roles. Andy Wiechmann, CFO, stated, "Index subscription run rate growth accelerated further to 9.4%, including 16% growth in custom indexes," and noted a "record $67 billion of inflows during the quarter" for equity E...

Earnings Call Insights: Scotts Miracle-Gro Company (SMG) Q1 2026 Management View CEO James Hagedorn announced a strategic shift toward long-term value creation, emphasizing "strategies we're employing to drive more value for Scotts Miracle-Gro's shareholders, along with a discussion around new longer-term financial priorities we've established through 2030." He detailed major investments in innovation, advertising, digital marketing, automation, and technology, with marketing and consumer activation spend approaching $1 billion annually. Hagedorn highlighted the approval of a new multiyear $500 million share repurchase program beginning later in 2026. The "ultimate goal is to get our share count to around 40 million shares." He forecasted a potential shareholder return "in excess of 50% with the share price well north of $100" upon full execution of long-term objectives. The CEO confirmed the pending divestiture of Hawthorne to Vireo Growth, stating, "Classifying it as a discontinued operation is having an immediate positive effect. It has contributed to a 40 basis point improvement in gross margin and further strengthens our balance sheet. It will eliminate the impact of cannabis sector's volatility in our share price." President & COO Nate Baxter discussed a three-stage execution plan: hitting fiscal 2026 guidance, achieving midterm priorities through 2027, and delivering on the new long-term goal "of $1 billion in top line sales growth and $1 billion in EBITDA." Baxter outlined product and channel innovation, e-commerce gains, branded product growth, and M&A as key drivers. Baxter introduced upcoming launches such as a new turf builder lawn food with a safety focus, a "10-minute lawn care program," expanded Miracle-Gro Organics, and Ortho's new indoor products. He also detailed a new partnership to become exclusive national distributor for Black Kow products starting in 2027 and a representative agreement for Murphy's Naturals. CFO Mark Scheiwer stated, "We are m...

David Becker/Getty Images News Seeking Alpha's roundup of statements, announcements, and remarks that could impact the technology sector. Chinese officials are allowing Tencent ( TCEHY ), ByteDance ( BDNCE ), and Alibaba ( BABA ) to buy over 400,000 Nvidia ( NVDA ) H200 AI chips, according to Reuters . Reuters added that other Chinese firms are also waiting for approval to buy the chips, subject to certain conditions. Snap ( SNAP ) has created a subsidiary called Specs that will focus on its augmented reality glasses, which are expected to hit the market later this year. “This structure provides greater operational focus and alignment, enables new partnerships and capital flexibility, allows us to grow a distinct brand, and supports clearer valuation of the business as we work towards the public launch of Specs later this year,” Snap said in a statement . Apple ( AAPL ) CEO Tim Cook called for a de-escalation of tensions following the death of a second ICE protestor in Minnesota last weekend, adding he was “heartbroken” about the situation. “This is a time for de-escalation,” Cook wrote in a memo to employees, according to Bloomberg . “I believe America is strongest when we live up to our highest ideals, when we treat everyone with dignity and respect no matter who they are or where they’re from, and when we embrace our shared humanity," Cook added. Cook also said that he discussed the situation with President Trump earlier this week. More on Nvidia, Snap Nvidia: H200 China Roadblock And Soaring Memory Costs Threaten The Bull Case Nvidia: The New Boeing In China Wall Street Lunch: Trump Takes U-Turn On Greenland Tariffs After Reaching Arctic Framework Anthropic raises 2026 revenue forecast by 20% to $18B: report SK hynix secures 70% of Nvidia's HBM orders for Vera Rubin: report

gorodenkoff/iStock via Getty Images Nvidia ( NVDA ) is pressing U.S. Congress to reauthorize the National Quantum Initiative, which is a nationwide effort incorporating multiple federal agencies, universities, national laboratories and industry players to advance quantum information science as a national priority. The act was initially signed into law in late 2018 by U.S. President Donald Trump after receiving broad bipartisan support in the House and Senate. It outlined a 10-year plan. However, some research and development programs expired in 2023, and the entire initiative will expire in 2029. What's more, artificial intelligence has changed the technological landscape and needs to be integrated within quantum computing, according to Nvidia. "When integrated with AI, quantum computing will power this century's economic competitiveness, national security and scientific leadership," Nvidia said. "Reauthorizing the National Quantum Initiative is how the U.S. can temper its leadership in research and AI into a durable advantage and ensure it continues to lead through and beyond the AI era. We urge Congress to make its reauthorization a priority." Earlier this month, a collection of U.S. senators from both sides of the aisle introduced the National Quantum Initiative Reauthorization Act . "Quantum technology is critical to national security and new jobs and innovation, which is why I have long fought to invest in the R&D, workforce, and supply chains required to maintain American leadership in this critical technology," said U.S. Sen. Chuck Schumer (D-N.Y.). "This legislation will provide the necessary, sustained federal investment to ensure that the quantum industry is made in America, not in China." "The National Quantum Initiative Reauthorization Act would reauthorize quantum programs to advance innovative quantum research, protect our national security, and advance President Trump's goal of American quantum supremacy," added U.S. Sen. Marsha Blackburn (R-Tenn.). T...

文章提及标的 伦敦金 -- 创历史新高 -- 现货黄金突破5360美元/盎司，再创历史新高（883911），日内涨3.46%。

Key Points The coffee specialist returned to positive traffic growth at its U.S. stores during fiscal Q1. Starbucks' global comparable store sales growth rate accelerated. Management said comparable store sales trends remain strong in January. 10 stocks we like better than Starbucks › Starbucks (NASDAQ: SBUX) stock has been on a big run this year. And that momentum just received another boost from the company's strong fiscal first-quarter earnings report. For investors worried about Starbucks' turnaround efforts, they could breathe a sigh of relief on Wednesday. Not only did the company's comparable-store sales accelerate, but it also returned to positive traffic trends at its U.S. stores. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » "Our Q1 results demonstrate our 'Back to Starbucks' strategy is working, and we believe we're ahead of schedule," said Starbucks CEO Brian Niccol in the company's fiscal first-quarter earnings release. A clear inflection point It was already clear by the end of fiscal 2025 that Starbucks' business was improving. Revenue in its fiscal fourth quarter of 2025, for instance, grew 5% year over year. This was a notable acceleration from growth rates earlier in the year. For instance, revenue in its fiscal second quarter rose only 2% year over year. And its full-year fiscal 2024 revenue grew just 1% year over year. But the most notable inflection in Starbucks' business in fiscal Q1 has been in its comparable store sales metric that measures sales growth at stores open for more than one year, as well as e-commerce sales. Starbucks' comparable store sales grew 4% year over year in fiscal Q1, an acceleration from just 1% growth in the prior quarter. Also encouraging was Starbucks' acceleration in U.S. comparable store sales. Comparable store sales in Starbucks' home market rose 4% year over year in fiscal Q1, up from flat p...

现货黄金突破5350美元/盎司，再创历史新高，日内涨3.29%。

Thomas Barwick/DigitalVision via Getty Images Sell the good news? Amphenol Corporation ( APH ) has plunged by double digits after a strong quarterly report and optimistic guidance . It appears some investors had priced in even more optimism, and some investors may also be looking to cash in on profits. The steep selloff creates a solid entry point, by my estimates, and while the stock is a bit expensive by some valuation metrics, with the AI data center build-out likely to continue, if not accelerate, I don’t believe the high valuation metrics are unjustified. If APH hasn’t bottomed out already, I believe it will shortly. Amphenol sells a variety of connectors, cable assemblies, power source components, and other products in high demand amid the race to build out data centers. Right now, the company is enjoying high margins, and while I expect those margins to eventually come under pressure, with the AI race so hot, it should keep them high for now. That said, I do have concerns over how strong APH’s moat is. Components have a tendency to become commoditized and for margins to eventually sink. APH also has a strong presence in the defense sector and is known for providing durable solutions in harsh environments. With spending on defense likely to expand not just in the United States but globally, this bodes well for APH. Long track records and a reliable brand can be especially important for defense applications. APH Quarterly Results and Valuation Considerations APH’s Q4 Non-GAAP EPS weighed in at $0.97, beating estimates by 3 cents, while revenues of $6.44 billion beat expectations by more than $200 million. If I had to guess why beating estimates led to a sharp sell-off, it’s probably because APH beat estimates by 13 to 15 cents last time around (pictured below). I’d wager that investors priced in a much bigger beat. Seeking Alpha We have seen APH rise steadily throughout January (pictured below). Once again, I suspect this price increase was driven by unreasonab...

Getty Images In his third-to-last FOMC meeting as Fed Chair, Jerome Powell gave us what the market was expecting today: the Fed holds rates where they are. What's impossible to escape is the feeling that there are only a few of these left before Powell's term ends in May, and a new Fed Chair will be appointed -- a job that the market believes is mostly a toss-up but favors BlackRock's ( BLK ) Rick Rieder and former Fed Governor Kevin Warsh. For the record, my money is still on Waller; that is increasingly looking like folly on my part. Kalshi This decision comes at a time when Powell is under investigation by the DoJ , allegedly for misleading Congress while under oath about the renovation of the Fed building. Powell insists that the move is retaliation for his past (and present) holding of rates. Tensions are high. New Fed Statement Is Positive In Tone I always like to start these FOMC articles with comparing the statements from the previous month to now. A reminder that text from December that was removed is crossed through in red, new text is underlined in red, and text that appears in both statements is in black. FOMC It's unclear to me what the difference is between economic activity moving at a "moderate" or "solid" pace, but I speculate that it's an improvement, and so this first change from the Fed is an upgrade, very positive. What was also positive was the next change, discussing the labor market stabilizing. And it's true, these two figures are below their peaks, with inflation under more control than unemployment currently. Data by YCharts The rest of the statement is fairly positive, with changes mostly being the removal of excess information given in December. This statement was a good "reset," and I expect this new text to serve as a mostly complete template for the next few statements until we get our cut. One thing to note here is that the dissenters. Previously, the one Governor who voted for additional cuts was notable dove Stephen Miran, but join...

Carvana Co. ’s shares fell the most in more than nine months after a short seller alleged the online auto retailer overstated earnings with the help of close ties to businesses controlled by the family of Chief Executive Officer Ernie Garcia III . The report by Gotham City Research alleged that Carvana has not fully disclosed all the benefits it receives from DriveTime, a privately held used-car retailer and subprime lender owned and controlled by Ernie Garcia II , the father of Carvana’s CEO. Those have inflated the resurgent used-car seller’s publicly disclosed earnings by about $1 billion over 2023 and 2024, the report said. A Carvana spokeswoman had no immediate comment. At the same time, the report claimed, DriveTime has taken on more debt to help support Carvana’s turnaround, and without that help, the online auto seller would not have recovered from its crisis earlier this decade as it has. Together, the Garcias own more than 80% of Carvana’s voting shares. “We believe that Carvana’s shares are uninvestable and have a far higher chance of being worth zero than the market currently believes,” the report said. “We see this related party construct that is an accident waiting to happen.” Carvana’s shares fell as much as 22% as of 2:44 p.m. in New York on Wednesday, the most since April 2025. The stock had nearly doubled over the last year, advancing the company’s comeback from a 2022 crisis when it lost $1.4 billion. Sales have grown and the company has posted seven straight quarters of positive net income. That has driven shares from a low of $3 in late 2022 to $478 last week. “I don’t believe that CVNA needs any sweetheart deals to sell subprime auto loans,” said Needham analyst Chris Pierce. Pierce said that regardless of the report, he still thinks Carvana offers a better experience than most used-car dealers and can keep taking share. Garcia II, who lives in Tempe, Arizona, has sold $2.4 billion worth since the start of 2024 as the price more than doubled an...

sankai/iStock via Getty Images The Schwab U.S. Large-Cap Value ETF ( SCHV ) is a low-cost, passively managed exchange-traded fund designed to provide investors with diversified exposure to companies that trade at an appealing premium. With growing concerns about a potentially looming AI bubble , rotating more heavily into value strategies like SCHV may be an appealing strategy for those that want to hedge equity risk while maintaining US large-cap exposure. Why Rotate into Large-Cap Value SCHV can be an appealing ETF for investors seeking a diversified portfolio of large-cap value stocks. Regarding the AI bubble theme, value stocks may present more moderate risk given the relatively lower trading premium as well as the diversified sector risk. For example, SCHV has an aggregate price/earnings ratio of 21.27x, well below growth peer ( SCHG ) of 37.50x and the S&P 500 ( SPY ) of 28.25x. Though a lower premium doesn’t necessarily suggest lower risk, a more modest premium may be appealing during a period of economic uncertainty as well as growing risk regarding the technology sector relating to AI. Essentially, SCHV could be an appealing portfolio if investors were to transition to a risk-off approach where a rotation out of high-valuation stocks may occur. Corporate Filings The risk is that an AI bubble may not burst, at least in the near future. I don’t believe the risk is as great as market commentators may suggest, or at least as impactful to large-cap stocks. From a valuation perspective, the hyperscalers are trading at modest premiums, are flush with cash, and exhibit strong free cash flow generation. Rationalizing the matter, I suspect a rotation may be more tied to investor sentiment rather than fundamental value. Corporate Filings Regardless of the cause, I suspect value stocks may gain momentum if investors are seeking alternatives to high-valuation stocks. That being said, the biggest risk at play is that if momentum were to be regained for mega-cap tech stoc...

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AGNC Investment offers a big-time passive income stream. AGNC Investment (AGNC 1.19%) recently closed the books on an exceptional year. The real estate investment trust (REIT) capitalized on a strong investment environment to generate robust returns for its investors. That enabled it to continue paying its more than 12%-yielding monthly dividend. The mortgage REIT believes 2026 could be just as good. That suggests it should be able to continue paying its monster monthly dividend. A strong year "The fourth quarter of 2025 capped an exceptional year for AGNC shareholders," stated CEO Peter Federico in the fourth-quarter earnings press release. He noted that the REIT "generated an impressive economic return on tangible common equity of 22.7%" last year. Even better, it produced a 34.8% total stock return last year with dividends reinvested, almost double the S&P 500's return. The company's strategy of investing solely in Agency MBS (mortgage-backed securities guaranteed against credit losses by government agencies such as Fannie Mae) paid big dividends last year. Federico noted that "Agency MBS was the best performing domestic fixed income asset class in the fourth quarter and produced a total return for the year of 8.6%, the best full-year return for Agency MBS since 2002." These investments benefited from the Federal Reserve's decision to reduce rates, lower uncertainty and risks associated with a potential reform of government-sponsored entities like Fannie Mae, and improved housing affordability. Expand NASDAQ : AGNC AGNC Investment Corp. Today's Change ( -1.19 %) $ -0.14 Current Price $ 12.03 Key Data Points Market Cap $13B Day's Range $ 12.02 - $ 12.19 52wk Range $ 7.85 - $ 12.19 Volume 936K Avg Vol 20M Gross Margin 100.00 % Dividend Yield 11.83 % Strong momentum in early 2026 The themes driving strong Agency MBS performance last year remain in place in early 2026. Interest rates are lower, and Agency MBS spread volatility remains in place, both of which provide ...

格隆汇1月29日｜“新债王”冈拉克：不认为在美联储主席鲍威尔任内还会有降息。

格隆汇1月29日｜美联储主席鲍威尔周三回应了关于他会对继任者说些什么的问题。他表示，他会告诉下一任美联储主席不要涉足政治事务。鲍威尔在新闻发布会上说：“别参与民选政治，别被卷入民选政治。”他补充说：“我们进入民主问责制的窗口是国会。去国会与民众交流不是被动的负担，而是一种积极的常规义务。如果你想要民主合法性，你必须通过与我们民选监督者的互动赢得它。”

“新债王”Gundlach：相信美联储主席鲍威尔任期内不会再次降息。

格隆汇1月29日｜“新债王”冈拉克：更青睐公开市场而非私人市场。