格隆汇1月29日｜瑞银在周三发布的一份报告中重申对标普500指数7700点的目标位，认为强劲的宏观背景将提振美国股市。瑞银首席投资官兼全球股票主管Ulrike Hoffmann-Burchardi在报告中写道，这一判断部分基于美联储未来仍将继续降息，尽管美联储预计将在今日的宽松周期中按下暂停键。他写道：“我们认为，美联储在未来几个月仍有进一步放松政策的空间，随着美国劳动力市场走弱的更多证据出现、且通胀保持受控，美联储可能得以进一步降息。”

纽约金日内涨幅达4.5%，报5351.6美元/盎司。

wellesenterprises/iStock Editorial via Getty Images Sportsbooks in the U.S. are forecast to see $1.75B in betting volume on Super Bowl 60 across the 41 states and territories where it is legal. The amount of legal wagers on the Super Bowl is expected to be more than 10% higher than last year's tally, with the addition of Missouri to the betting mix a positive factor, according to analysis from Legal Sports Report and the Sports Betting Alliance. As for the Big Game, the Seattle Seahawks will play the New England Patriots in a West Coast vs. East Coast duel that is a rematch of Super Bowl XLIX, which had one of the most famous endings in Super Bowl history with a goal line interception in the last minute. Both teams have strong fan bases, which is expected to boost betting interest. "This year’s big game will continue the streak of record Super Bowl handle for the regulated U.S. market," highlighted Legal Sports Report analyst Eric Ramsey. "Missouri’s recent launch pads an already favorable outlook for a weekend that serves as the single biggest opportunity of the year for legal sportsbooks and bettors alike," he noted. Notably, the Super Bowl will be played in Santa Clara, California, where sports betting is not legal. However, this year the growth of prediction market platforms means there are more ways for bettors to participate. Platforms currently offering Super Bowl 60 prediction market contracts in certain states include Kalshi ( KALSHI ), Polymarket ( POLYMARKET ), DraftKings Predictions ( DKNG ), FanDuel Predicts ( FLUT ), Robinhood ( HOOD ), Uderdog, Webull ( BULL ), and Gemini ( GEMI ). More on the sports betting and prediction market sectors Are Prediction Markets Really A Threat To DraftKings? DraftKings: The Market Should (And Will) Have Some Faith DraftKings: Why The House Stands To Win In A Catalyst-Rich 2026 Las Vegas Strip gaming revenue falls again on weak slot numbers High-stakes gamblers lose bid to avoid paying taxes on 'phantom' winnings

Key Points The S&P 500 ETF is a powerful and potentially lucrative investment. However, its tech-heavy focus could increase its risk. For those seeking a more stable S&P 500 option, there's a strong alternative. 10 stocks we like better than Invesco S&P 500 Equal Weight ETF › S&P 500 (SNPINDEX: ^GSPC) exchange-traded funds (ETFs) are incredibly popular investments, and for good reason. The S&P 500 index itself is a powerhouse, containing stocks from 500 leading U.S. companies. However, this type of investment has a hidden risk, and it may not be as safe and stable as some investors believe. Here's what you need to know if you own an S&P 500 ETF or are considering investing in one. 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 » The tech takeover Most S&P 500 ETFs are weighted by market cap, meaning the largest companies in the index make up the largest proportion of the portfolio. That's not necessarily a bad thing, but as tech giants get bigger and bigger, these companies now dominate the S&P 500. Nearly all of the top 10 stocks in the S&P 500 are from the tech industry, and the top three holdings -- Nvidia, Apple, and Microsoft -- combined make up roughly 20% of the entire index by market cap weight. Tech stocks can be incredibly lucrative, and larger companies, in general, do tend to be somewhat more stable than smaller corporations. However, tech also has a reputation for being volatile. Many major tech companies are also heavily involved in the advancement of artificial intelligence (AI), which can be both an advantage and a risk, depending on how that sector fares going forward. Again, the S&P 500's heavy tech focus isn't inherently a bad thing. But many people invest in this type of fund because they're looking for stability, so it's a good idea to understand how the index's changing composition affects its risk profile. A more stable alte...

Key Points Intel stock has been on a tear, rising more than 100% in recent months. However, Intel only just turned profitable last quarter after a drought, so the valuation is sky-high. There's another AI chipmaker that looks like a better buy right now. 10 stocks we like better than Broadcom › Ever since the Trump administration took a 10% stake in Intel (NASDAQ: INTC) in August 2025, shares of the chipmaker have skyrocketed by more than 70% -- from $24 per share to about $43 at this writing. This year alone, Intel stock has climbed 15% year to date. It's not just the investment by the U.S. government that has fueled Intel, as it also got a $5 billion investment from Nvidia (NASDAQ: NVDA) to partner on making chips for data centers and PCs. 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 » The company has also generated excitement with its innovative new Panther Lake CPU chips, rolling out this month. In addition, Intel has narrowed the losses in its foundry business, and investors are hoping for a continued turnaround there. Intel stock falls on weak outlook There are some risks with Intel. For starters, the chipmaker just posted lackluster earnings for its fiscal fourth quarter. While it beat earnings estimates, revenue fell 4% from a year ago. But more concerning is its first-quarter revenue outlook, which was below analysts' estimates. The main culprit was supply constraints, which won't allow Intel to meet demand. As a result, the stock plummeted 22% from its recent peak. Also, the company had been operating at a net loss for the better part of the past two years, only breaking above water in 2024's third quarter. So its valuation is sky-high, as the company has seen its stock price surge with little net income to show for it. That makes it a bit of a risky play, to me, not counting the intense competition and any potential concerns about international customers balking becaus...

Andrii Yalanskyi Ellen Zentner, Morgan Stanley Wealth Management’s chief economic strategist and global head of thematic and macro investing, said the current labor market is highly unfavorable for employees and job seekers. In an interview with CNBC, Zentner emphasized that conditions are not improving for workers looking to find employment. The strategist pointed to reemployment timelines as a key indicator of labor market health, noting that displaced workers are struggling to find new positions. “I want to know how long it is taking people to get reemployed once they lose a job. It’s taking longer and longer,” Zentner said. Zentner believes economic risks are currently weighted more heavily toward employment deterioration than inflation concerns. She warned that the current lack of job market movement, or “churn,” creates a precarious situation where any disruption could quickly escalate to “all out net job loss.” The strategist also highlighted upcoming revisions to labor market data that could potentially reveal weaker conditions than currently understood. Should these revisions paint a less favorable picture and the labor market deteriorate unexpectedly, Zentner suggested the Federal Reserve would likely accelerate its timeline for interest rate cuts. Looking ahead, Zentner forecasted that the unemployment rate will continue to “inch higher,” though she noted the underlying cause matters significantly. An increase driven by insufficient job creation to accommodate new labor market entrants would be concerning, while a rise due to stronger participation rates would be less worrisome for the Fed. Ultimately, Zentner maintained that the labor market remains the central factor that will drive future Federal Reserve policy decisions. “This is just not a very favorable labor market for employees, prospective employees, and it’s not getting better,” she concluded. More on the U.S. economy Fed yet to comply with subpoenas as part of Powell probe – report Financial in...

The S&P 500 Index ($SPX) (SPY) today is up +0.03%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.02%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.43%. March E-mini S&P futures (ESH26) are up +0.02%, and March E-mini Nasdaq futures (NQH26) are up +0.38%. Stock indexes are moving higher today, with the S&P 500 posting a new all-time high and the Nasdaq 100 posting a 3-month high. Strength in chipmakers and AI infrastructure stocks is leading the overall market higher today after a sharp increase in orders at ASML Holding NV added fresh optimism to the sustainability of artificial intelligence spending. ASML Holding NV, the only producer of lithography machines that are needed to make advanced semiconductors, reported today that Q4 bookings were a record 13.2 billion euros, well above the consensus of 6.85 billion euros. Also, better-than-expected earnings results from Seagate Technology Holdings NV and Texas Instruments added to the bullish market sentiment. Join 200K+ Subscribers: However, stocks fell back from their best levels amid long liquidation and position squaring ahead of today’s FOMC meeting results and remarks from Fed Chair Powell. The markets are expecting the FOMC to keep the fed funds target range unchanged at 3.50% to 3.75%. The dollar index (DXY00) is moving higher today, recovering some of Tuesday’s plunge to a nearly 4-year low. The dollar sank on Tuesday after President Trump said that he's comfortable with the recent weakness in the dollar. Meanwhile, Mr. Trump’s comments have pushed gold prices (GCG26) up more than +3% today to a new all-time high. WTI crude oil (CLH26) climbed to a 4-month high today after President Trump said in a social media post that he wants Iran to come to the table and negotiate a “fair and equitable deal with No Nuclear Weapons.” He warned Iran that time is running out to make a deal with the US, noting that a fleet of US warships entering the region is ready to complete their mission “with speed and violen...

Source: Bloomberg, 5:15

Deekens/iStock via Getty Images The State Street SPDR S&P Oil & Gas Equipment & Services ETF ( XES ) is an exchange-traded index fund that seeks to match the price and yield performance of the S&P Oil & Gas Equipment & Services Select Industry Index. The website for this index states: “The S&P Oil & Gas Equipment Services Select Industry Index comprises stocks in the S&P Total Market Index that are classified in the GICS Oil & Gas Drilling and Oil & Gas Equipment Services sub-industries.” Based on this description, the index tracked by the XES index fund is an all-capitalization index so we can expect the fund to include the common stocks of both large and small companies. Furthermore, the securities in the fund will specifically be common equities issued by companies that own and lease onshore and offshore drilling rigs or other equipment used in the construction or decommissioning of the wells where oil or natural gas is produced. As such, the demand for these companies’ services tends to depend on the desire of upstream exploration and production companies to drill more wells and increase production. There is usually a correlation between this desire and the price of crude oil, and we can expect the share prices of the companies in the XES ETF to exhibit some correlation with energy prices. However, the companies in this fund’s portfolio do not usually produce petroleum themselves so their revenues are not directly affected by movements in oil and natural gas prices. Understanding The Performance Of The State Street SPDR S&P Oil & Gas Equipment & Services ETF The State Street SPDR S&P Oil & Gas Equipment & Services ETF was launched on June 19, 2006, as a vehicle that investors could use to gain exposure to the S&P Oil & Gas Equipment & Services Select Industry Index. Interestingly, the index itself was launched on the same day, although S&P Global back-tested it with a starting date of December 17, 1999. It is, therefore, possible that this index was created spec...

bymuratdeniz/iStock via Getty Images The following segment was excerpted from the Madison Mid Cap Fund Q4 2025 Commentary . The Madison Mid Cap Fund ( GTSGX ) decreased 1.2% in the fourth quarter of 2025, compared to the 0.2% increase in the Russell Midcap Index. Portfolio Activity We added four new investments to the portfolio: Bio-Techne, ServiceTitan, A.O. Smith, and MSA Safety. Bio-Techne ( TECH ) is a leader in the life sciences research market with a broad portfolio of products that are used to enable discoveries of new drugs, therapeutics, and diagnostics. These products include over 6,000 proteins, 400,000 antibody types, and 2,400 diagnostic assays. Around 80% of the business is recurring revenues. We are encouraged by the new CEO’s strategy to leverage the core business and expand the company’s leadership position in protein research. Consternation surrounding the health of customer research spending gave us the opportunity to buy the stock at a discount to our estimate of intrinsic value. ServiceTitan ( TTAN ) is the dominant provider of software to residential trade contractors, such as HVAC technicians, plumbers, and pest control employees. Its software helps run all aspects of their business, including dispatching, marketing, invoicing, and estimating, and the company boasts high retention rates and strong recurring revenue. We see a long runway of growth ahead as penetration among contractors has lagged other industries. Investor caution regarding near-term growth rates provided us with a buying opportunity. A.O. Smith ( AOS ) designs and manufactures water heaters, boilers, and water treatment products. Around 80-85% of water heater demand is from replacement units, providing for a more consistent demand profile. A.O. Smith is the market share leader, operating within a rational oligopoly that drives high returns on invested capital. The company is well positioned to benefit from upcoming energy regulations as well as improved capital deployment from...

Tesla co-founder’s company gets Google as investor at $6 billion valuation Times of India

Klaviyo ( KVYO ) announced on Wednesday a new app for OpenAI's ( OPENAI ) generative AI chatbot, ChatGPT. Klaviyo shares rose 1% in midday trading. Initially, the app will allow marketing organizations to focus on reporting, but additional features will come later, Klaviyo said in a statement. Examples include the ability to create, review, or prep campaigns directly inside the app. “When OpenAI introduced apps, it unlocked a new kind of software experience -- one where tools can live directly where people already think and work,” said Andrew Bialecki, Co-Founder and Co-CEO, Klaviyo, in a statement . “For marketers, that means they can harness their data wherever their ideas happen. Our new app in ChatGPT is an important step in the direction of bringing decision making together with data and action. It's built for how marketers work in this new world and sets a foundation for even deeper capabilities, from campaign creation to real-time customer insights that don't require separate dashboards or interfaces.” More on Klaviyo and OpenAI 2027: Defense Boom As The AI Trade Unwinds Klaviyo: Under The Radar, With Strong Growth And Improving Profitability Klaviyo: This Rebound Is Just Getting Started Nvidia, Microsoft may join in new OpenAI funding round: report OpenAI unveils Prism, a new AI workspace for scientists

Natalya Bosyak/iStock via Getty Images The Amplify SILJ Covered Call ETF ( SLJY ) is a relatively new (established August 2025) covered call ETF with a focus on silver, or, more specifically, junior silver mining companies, which exhibit a fairly strong correlation with silver ( SLV ) itself. As most Amplify ETF products, SLJY is also rather unique, embodying certain properties that are not that widely used among other well-established covered call ETF names such as the NEOS NASDAQ-100 High Income ETF ( QQQI ) and the JPMorgan Nasdaq Equity Premium Income ETF ( JEPQ ). The same could be said if we compare SLJY to some other silver covered call ETF alternatives: the UBS ETRACS Silver Shares Covered Call ETN ( SLVO ) and the Kurv Silver Enhanced Income ETF ( KSLV ). If we put this on a chart - comparing SLJY to its closest peers, silver and silver miners ( SIL ) - we will immediately arrive at some fundamental observations: Ycharts First, silver and silver miners are strongly correlated (i.e., experience the same rate of change patterns), but the magnitude of these movements can differ significantly. Second, even though SIL has surged and SLJY carries a covered call factor, the realized returns have been almost identical, which sends a message that the embedded opportunity cost that sits within SLJY's covered call wrapper is fairly limited. I think that this is the right segway to transition the next chapter in which I elaborate more on SLJY's offering and how (why) it could be used for strategic portfolio income enhancement. Thesis Let's start with the big picture. As the chart below shows, silver miners and silver are correlated, but with certain periods in which more pronounced divergences can happen: Ycharts All in all, both of these asset classes are subject to the same demand drivers: Technology and AI (electronic components for data centers). Inflation protection and shield against dollar decline (store of value). Demand from China. Solar energy and EVs (critic...

"We will need to consider our next steps and consider what, if any, action the university might need to take", they added, urging any students impacted to get in touch.

格隆汇1月29日｜美联储在固定利率逆回购操作中总计接纳了5个对手方的11.03亿美元。

March WTI crude oil (CLH26) today is up +0.62 (+0.99%), and March RBOB gasoline (RBH26) is up +0.0068 (+0.36%). Crude oil and gasoline prices are moving higher today, with crude oil climbing to a 4-month high and gasoline climbing to a 2-month high. Crude prices jumped today after President Trump threatened another attack on Iran unless it negotiates a nuclear deal. Crude prices also found support from today’s weekly EIA report, which showed that crude inventories unexpectedly declined and gasoline supplies rose less than expected. The strength of the dollar today is limiting the upside in crude prices. Don’t Miss a Day: Crude oil prices jumped today after President Trump said in a social media post that he wants Iran to come to the table and negotiate a “fair and equitable deal with No Nuclear Weapons.” He warned Iran that time is running out to make a deal with the US, noting that a fleet of US warships entering the region is ready to complete their mission “with speed and violence.” A US attack on Iran could disrupt oil supplies from OPEC’s fourth-largest producer. Crude oil also has support after Russia threw cold water on hopes of a breakthrough in peace talks with Ukraine, after the Kremlin said the “territorial issue” remains unresolved with Ukraine, and there’s “no hope of achieving a long-term settlement” to the war until Russia’s demand for territory in Ukraine is accepted. The outlook for the Russia-Ukraine war to continue will keep restrictions on Russian crude in place and is bullish for oil prices. The IEA last Wednesday cut its 2026 global crude surplus estimate to 3.7 million bpd from last month’s estimate of 3.815 million bpd. On January 13, the EIA raised its 2026 US crude production estimate to 13.59 million bpd from 13.53 million bpd last month, and cut its US 2026 energy consumption estimate to 95.37 (quadrillion btu) from 95.68 last month. Vortexa reported Monday that crude oil stored on tankers that have been stationary for at least 7 days fel...

当地时间1月28日，美国国务卿鲁比奥表示，美俄乌就乌克兰问题的谈判仍在推进中，但在乌克兰领土问题上仍存在分歧，“这一问题是当前谈判中为数不多的关键障碍之一”。鲁比奥称，美国很可能需要为任何潜在协议提供“安全保障机制”，以确保协议得以落实。他说，本周末在阿联酋阿布扎比举行的会谈可能会有美国官员参加，但不会是威特科夫或库什纳。鲁比奥并未明示美方何人会参加。（央视新闻）

FBI Raids 'Ground Zero' Fulton County Election Office In 2020 Voter Fraud Probe The FBI has raided a Fulton County, Georgia election hub that was 'ground zero' for voter fraud concerns in the 2020 election, Fox News reports. Agents could be seen entering the Fulton County Election Hub and Operation Center, a new facility which opened in 2023 - and was designed to streamline their election process (we're sure!). According to the report , it was not immediately clear what the FBI agents were investigating, just that it's related to the 2020 US election . In December , news broke that tabulation tapes in Fulton County were not signed, affecting 315,000 votes. After Secretary of State Brad Raffensperger tried to reassure voters that "Georgia has the most secure elections in the country," Republicans questioned him... “If only Georgia had an official responsible for preventing clerical errors that undermine election integrity. Is there anyone in Georgia who has that job, Brad?” said Lt. Gov. Burt Jones, who is running for governor. US Rep. Mike Collinns, who is running for Senate, said he was "tired of empty words from weak leaders," adding "Turns out over 300,000 early votes in the 2020 election were illegally certified but still included in the final results." Earlier this month, President Donald Trump sought a $6.26 million reimbursement for legal fees stemming from his now-dismissed election interference case. Breaking news, check back for more updates... Tyler Durden Wed, 01/28/2026 - 13:15

Consider adding these three high-quality REITs to your portfolio. Which is the better investment: the S&P 500 index or real estate investment trusts (REITs)? Admittedly, it's complicated. Over longer time frames, REITs have outperformed the S&P 500. For example, over 25 to 52 years, REITs have generated annual returns in the 11% to 12% range, whereas the S&P 500 has delivered annualized returns in the high single digits. However, over the past decade, the S&P 500 has been the stronger performer. That said, beyond total returns, REITs typically have lower volatility than the broader stock market. Furthermore, certain REIT subgroups have outperformed the broad market. Hence, it may pay to include a few high-quality REITs within a diversified long-term portfolio. Three strong examples are Realty Income (O 0.86%), Prologis (PLD 0.91%), and Simon Property Group (SPG +0.18%). Realty Income pays dividends monthly and has a 32-year track record of dividend growth Realty Income offers many of the attributes of a typical REIT. Namely, this retail REIT, which owns over 15,500 properties across the U.S. and Europe, places great focus on dividends and dividend growth. Expand NYSE : O Realty Income Today's Change ( -0.86 %) $ -0.53 Current Price $ 60.40 Key Data Points Market Cap $56B Day's Range $ 60.30 - $ 61.16 52wk Range $ 50.71 - $ 61.95 Volume 122K Avg Vol 6.5M Gross Margin 48.14 % Dividend Yield 5.29 % Making dividend payments monthly instead of quarterly, Realty Income is a strong choice for investors seeking to generate steady income from their portfolio. In terms of dividend growth, Realty Income has increased its payouts annually for over three decades. At current prices, this REIT has a forward yield of around 5.3%, with dividends increasing by an average of 3.5% annually over the past decade. For conservative investors seeking steady returns, this REIT is a top choice. Prologis is a leader in its niche, with a strong dividend and growth track record Prologis, an indu...

Deutsche Bank AG and its asset manager DWS Group are considering taking a significant minority stake in a Fosun International Ltd. -controlled life insurance consolidator, people familiar with the matter said, potentially marking the German lender’s return to the market. The bank and DWS could inject fresh capital into Frankfurter Leben Gruppe to become a shareholder, the people said, asking not to be identified because the information is private. Frankfurter Leben now manages about 700,000 insurance contracts with an investment portfolio of around €13 billion ($15.5 billion). With the backing of Deutsche Bank and DWS, Frankfurter Leben could pursue a more ambitious acquisition strategy and potentially resume writing new life insurance policies, the people said. Zurich Insurance Group AG ’s German life insurance portfolio, which has about $20 billion in assets and is being put up for sale , could be among the potential targets for Frankfurter Leben, some of the people said. Other life insurance portfolios that are available in the market include the so-called Condor portfolio owned by R+V Versicherung , the people said. Athora Holding Ltd. , backed by Apollo Global Management Inc. , is considering selling its German unit after struggling to win sizable business in the market, Bloomberg News reported earlier this month. Deliberations are ongoing and there’s no guarantee a deal would take place, the people said. Representatives for Deutsche Bank, DWS and R&V declined to comment, while Fosun didn’t immediately respond to a request for comment outside of Hong Kong business hours. For Deutsche Bank, a return to life insurance would mark an about-face after it exited the business entirely about a decade ago, selling its Abbey Life unit to Phoenix Life In 2002, the largest German lender also sold its domestic life insurance operations, known as Deutscher Herold, to Zurich Insurance — the same portfolio the Swiss company is considering selling. DWS has for some time explore...

(RTTNews) - The major European markets closed on a weak note on Wednesday with investors mostly making cautious moves, reacting to the most recent developments on geopolitical and trade fronts, and awaiting the Federal Reserve's policy announcement and the Fed Chair Jerome Powell's comments. Investors assessed the EU-India trade deal, and weighed European Central Bank official Martin Kocher's comments that the central bank might start cutting rates if Euro surges higher. Mining stocks gained some ground as gold and sliver rose to fresh record highs. Some buying was seen in the energy sector as well. The pan European Stoxx 600 fell 0.68%. Germany's DAX closed 1.38% down, while the U.K.'s FTSE and Germany's DAX ended down by 0.47% and 0.53%, respectively. Switzerland's SMI finished with a loss of 1.46%. Other markets in Europe closed mixed. Belgium, Denmark, Finland, Netherlands, Spain and Sweden ended weak. Czech Republic, Greece, Iceland, Norway, Poland, Russia and Turkiye closed higher, while Austria, Ireland and Portugal ended flat. In the UK market, Endeavour Mining and Metlen Energy & Metals both climbed 4.3%. Scottish Mortgage gained 2.1%. Scottish Mortgage, Persimmon, Centrica, DCC, Coca-Cola Europacific Partners, Bunzl, Legal & General, Kingfisher, Ashtead Group and Prudential gained 1.5% - 2%. Burberry Group closed lower by 4.7%. Smiths Group ended 3.3% down. AstraZeneca, Rolls-Royce Holdings, Airtel Africa, Rentokil Initial, GSK, Experian, Halma, JD Sports Fashion, Hiscox, Melrose Industries and Barclays lost 2% -3%. In the German market, Daimler Truck Holding, Infineon, Brennta and Vonovia gained 2% - 3.5%. Deutsche Telekom, E.ON, Volkswagen, Mercedes-Benz, Deutsche Boerse and Allianz posted moderate gains. Fresenius lost 3.7%, Bayer ended down by about 3%, and MTU Aero Engies drifted down 2.5%. Deutsche Bank, Gea Group, Heidelberg Materials, Qiagen, Adidas and Siemens Healthineers also declined sharply. In the French market, STMicroElectronics rallied mor...