欧元兑美元下跌1%至1.19，为去年7月以来最大跌幅。 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

Key Points There are endless amounts of crypto tokens to explore for your portfolio. The best-performing crypto assets are the ones with real-world utility. Crypto tokens that have the ability to revolutionize financial services could be a winning long-term investment. 10 stocks we like better than Chainlink › Over the past decade, investors have become increasingly open-minded about complementing their stock positions with cryptocurrency. Perhaps the biggest influence behind crypto's mainstream acceptance are the astronomical gains seen in Bitcoin (CRYPTO: BTC) and Ethereum (CRYPTO: ETH) -- which have surged nearly 23,000% and 128,000% over the last 10 years. Investors are interested and looking for the next breakout candidate. 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 » In my view, Chainlink (CRYPTO: LINK) could be the next cryptocurrency to go parabolic. Let's explore what makes Chainlink unique and assess why it could be a winning investment in the long run. What is Chainlink? At its core, Chainlink is an oracle coin. This is a fancy way of saying that Chainlink provides the infrastructure to ensure smart contracts receive accurate data between different blockchain networks. While Chainlink's value proposition may seem mundane, the company's role within the decentralized finance (DeFi) ecosystem should not be taken for granted. Much like how a Bloomberg terminal provides the nuts and bolts of financial infrastructure for bankers or how the SWIFT network secures payment settlements at a global scale, Chainlink has the potential to become an influential tool for the next generation of AI-powered financial systems. Why is Chainlink important? Chainlink stands to benefit from the movement toward real-world tokenization as well as accelerating investment in AI infrastructure. With more asset classes moving on-chain, financial institutions will...

Image source: The Motley Fool. Wednesday, January 28, 2026 at 10:30 a.m. ET Call participants Chairman, Chief Executive Officer, and President — Robert H. Schottenstein Executive Vice President, Chief Financial Officer, and Treasurer — Philip G. Creek President, M/I Financial, LLC — Derek Klutch Takeaways Revenue -- $4.4 billion for the year, with a 5% decrease to $1.1 billion in the fourth quarter due to lower volumes and average selling price. -- $4.4 billion for the year, with a 5% decrease to $1.1 billion in the fourth quarter due to lower volumes and average selling price. Total homes delivered -- 8,921 homes for the year, driven by stable execution despite demand fluctuations. -- 8,921 homes for the year, driven by stable execution despite demand fluctuations. Pretax income -- $590 million for the year before charges, representing a 20% decline compared to 2024’s record $734 million, and a pretax margin of 13% before charges. -- $590 million for the year before charges, representing a 20% decline compared to 2024’s record $734 million, and a pretax margin of 13% before charges. Fourth quarter orders -- New contracts increased 9% year over year, with Southern region up 13%, and Northern region up 4%. -- New contracts increased 9% year over year, with Southern region up 13%, and Northern region up 4%. Community count -- Ended the year with 232 active communities, a 5% increase over last year; average count up 6%. -- Ended the year with 232 active communities, a 5% increase over last year; average count up 6%. Gross margin -- 18.1% for the fourth quarter including $51 million in charges, or 22.6% excluding those charges; full-year gross margin was 24.4% excluding $59 million in charges. -- 18.1% for the fourth quarter including $51 million in charges, or 22.6% excluding those charges; full-year gross margin was 24.4% excluding $59 million in charges. Charges and impairments -- $51 million in the fourth quarter ($40 million inventory, $11 million warranty), primar...

加拿大央行行长麦科勒姆表示，特朗普政府对美联储独立性的威胁加剧了加拿大的不确定性。 麦科勒姆表示，美联储失去独立性“将影响我们所有人”，但由于加拿大与美国经济的紧密联系，加拿大受到的影响尤为严重。 他称美联储主席杰罗姆·鲍威尔对美联储的领导工作做得很好。 麦科勒姆在加拿大央行政策会议后的新闻发布会上发表了上述评论。该会议决定将关键政策利率维持在2.25%不变。 责任编辑：李桐

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美国财政部拍卖四个月期国债，得标利率3.590%，投标倍数2.92。美国财政部拍卖两年期浮息国债(FRNS)，贴现利率0.099%(12月23日为0.139%)，投标倍数3.16(前次为3.75)。 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

Richtech (RR) shares ended the last trading session 44.6% higher at $5.51. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 20% gain over the past four weeks. RR surged after announcing a strategic partnership with Microsoft to integrate agentic AI into its robotic platforms, boosting investor confidence in its growth prospects. This developer of robotic technologies is expected to post a quarterly loss of $0.02 per share in its upcoming report, which represents a year-over-year change of +50%. Revenues are expected to be $1.91 million, up 51.6% from the year-ago quarter. While earnings and revenue growth expectations are important in evaluating the potential strength in a stock, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For Richtech, the consensus EPS estimate for the quarter has been revised 33.3% higher over the last 30 days to the current level. And a positive trend in earnings estimate revision usually translates into price appreciation. So, make sure to keep an eye on RR going forward to see if this recent jump can turn into more strength down the road. The stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> Richtech is part of the Zacks Technology Services industry. Amprius Technologies (AMPX), another stock in the same industry, closed the last trading session 6.2% higher at $11.58. AMPX has returned 37.6% in the past month. For Amprius, the consensus EPS estimate for the upcoming report has remained unchanged over the past month at -$0.04. This represents a change of +60% from what the company reported a year ago. Amprius currently has a Zacks Rank of #3 (Hold). Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this ...

Earnings Call Insights: ASML Holding N.V. (ASML) Q4 2025 Management View Christophe Fouquet, President, CEO and Chair of the Board of Management, highlighted a “record quarter, record year, record booking,” attributing the surge to strengthening AI-driven demand across both advanced logic and memory. Fouquet stated, “The last 3 months have really clarified basically at least the horizon for 2026 and most probably a bit beyond that.” He emphasized that “AI will have also this effect basically to really drive our entire product portfolio in the coming years.” Fouquet noted that 2026 is positioned as a “big year for EUV,” with increased shipments expected. The CEO also discussed the acceleration of lithography intensity, citing that “the number of layers of EUV increasing basically at our key customer,” which signals a greater need for advanced lithography tools. The CEO confirmed long-term targets remain unchanged: “We still expect for 2030 revenue between EUR 44 billion and EUR 60 billion with a gross margin of 56% to 60%.” R.J.M. Dassen, Executive VP, CFO & Member of the Management Board, stated, “Q4 2025, a record quarter by any standard. It was a record quarter in terms of sales. It was a record quarter in terms of order intake. It was a record quarter in terms of cash flow generation.” Dassen specified, “We ended the year with EUR 32.7 billion in net revenue, 52.8% gross margin… net income of EUR 9.6 billion and an EPS earnings per share of close to EUR 25 per ordinary share.” Dassen highlighted that EUV revenue grew 39% year-on-year, driven by a mix of more tools, higher sales prices, and the “recognition of a number of EXE tools, High NA tools.” Fouquet announced a restructuring of the technology organization, resulting in 1,700 job cuts primarily among leadership roles, to “really boost again our engineering capability, our innovation engine.” He explained, “Out of the 3,000 people that we don't need basically to lead the team, we are going to create 1,400 eng...

Reform UK has announced Matt Goodwin as its candidate for the hotly anticipated Gorton and Denton byelection. John Harris and Kiran Stacey discuss his chances. Plus, John speaks to Esther Ghey about why the government should back a social media ban for under-16s Continue reading...

知情人士称，德国当局在洗钱调查中对德意志银行展开突击搜查，调查对象涉及该行员工过去与现遭制裁的Roman Abramovich相关公司之间的交易。 法兰克福检察官办公室在声明中称，德意志银行“过去曾与一些外国公司保持业务关系，而这些公司在进一步调查中被怀疑曾被用于洗钱活动”，但声明未指明具体公司。声明称，该机构正在对德意志银行位于法兰克福和柏林的办公场所进行搜查以调查此事，并表示相关指控针对的是“身份不明”的员工。 “我们确认，法兰克福检察官办公室人员正在我行办公场所现场，”德意志银行发言人在电子邮件声明中表示，同时拒绝就是否与Abramovich有关置评，表示“银行正全力配合”。 Christian Sewing 此次搜查对德意志银行首席执行官Christian Sewing而言是个挫折。近八年前接任后，外界普遍认为Sewing成功推动该行重整旗鼓，结束了长期的丑闻和亏损。 该行过去曾多次遭搜查。消息传出后，德意志银行股价周三下跌，显示投资者对潜在的财务影响感到不安。 相关事态发展可能会给德意志银行定于周四公布的第四季度财报蒙上阴影。彭博汇总的预测显示，该行原本预计将公布收入和净利润增长。 股价下跌 这家德国银行股价跌幅扩大，在法兰克福一度下跌3.9%。截至下午3：40，股价下跌1%。 这些指控涉及2013年至2018年期间的交易。 Roman Abramovich “我们的客户并不知晓德国当局就此事展开任何调查，”Abramovich的法律代表称。他“一直遵守适用的国内和国际法律法规”。 为防止非法资金流动，银行须严格管控资金往来。德意志银行过去因对此类活动防范不力而屡遭批评，该行已投入大量资源进行改进。 Abramovich在俄罗斯金属和能源行业发家，因收购英国切尔西足球俱乐部而在国际上广为人知。欧盟2022年3月对其实施制裁时表示，Abramovich享有与俄罗斯总统普京之间的“特殊接触渠道”，这有助于他“维持其可观的财富”。 责任编辑：李桐

财联社1月28日讯（记者 陈夏筱） 长鸿高科 （605008.SH）面临“业绩寒冬”，预计2025年业绩同比大幅下滑。 公司今日晚间发布公告，预计2025年实现归属于上市公司股东的净利润为150万元-200万元，上年同期为9422.29万元，同比减少97.88%到98.41%；扣除非经常性损益的净利润为-1500万元到-2200万元，同比减少121.82%到132.00%。 对于净利润急剧收缩，长鸿高科表示源于多重因素：一是市场环境严峻叠加公司为长远发展布局新牌号产品，导致主营产品毛利率阶段性承压；二是产品切换期的生产流程调整制约当期产量释放；三是子公司为提升效率实施的停工技改对产量造成阶段性影响；四是相关项目投资增加了财务成本。 财联社记者注意到，近五年来，公司归母净利润持续下滑，从2021年的1.85亿元逐步滑落至2024年的0.94亿元。2025年前三季度，公司实现营业收入29.65亿元，归母净利润为1605.99万元。结合全年预告数据推算，去年第四季度预计亏损1456万元至1506万元。 长鸿高科成立于2012年，专注于高分子新材料研发生产，主营业务形成了"TPES+可降解材料"双轮驱动格局，传统业务为苯乙烯类热塑性弹性体（TPES），新兴业务包括PBAT/PBT等可降解塑料，布局60万吨可降解塑料项目及天然气深加工等新产能。此外，公司近年拓展高端纤维弹性体、黑色母粒等技术产品，并跨界投资存储芯片领域。 在巩固自身主业与产能基础的同时，长鸿高科欲通过战略收购与跨界合作寻求转型。2025年7月，公司计划通过重大资产重组收购广西长科新材料有限公司，以此切入透明ABS等特种合成树脂新赛道，完善高性能材料产品矩阵。2025年10月，公司与华为签署“人工智能深化合作”协议，探索“人工智能+化工”的转型路径。 值得一提的是，1月9日，宁波证监局对长鸿高科采取行政监管措施。经查，公司主要存在两方面问题：一是内部控制不完善，部分销售发货日期甚至早于合同签订日期；二是收入确认时点不恰当，公司未谨慎判断商品控制权转移的时点，在2024年半年度提前确认了部分营业收入，导致当年半年报的信息披露不准确。公司被责令改正，相关责任人被监管谈话。

格隆汇1月29日｜美元兑日元USD/JPY日内涨幅扩大至1.00%，现报153.76。欧元兑美元EUR/USD日内跌幅达1.00%，现报1.1921。

Earnings Call Insights: Littelfuse (LFUS) Q4 2025 Management View CEO Gregory Henderson announced the closing of the Basler Electric acquisition in December, describing it as a key move to strengthen Littelfuse's high-power capabilities and expand its presence in grid and utility infrastructure and data centers. He highlighted, "Basler strengthens our high-power capabilities and expands our position in key growth markets, including grid and utility infrastructure and data center." Henderson noted, "We delivered strong performance with year-over-year revenue growth of 12%. Across our businesses, we continue to drive momentum in our high-growth markets." He pointed to double-digit revenue growth in data center, grid and utility infrastructure, and renewables. Automotive posted mid-single digit growth despite a decline in global vehicle production. Henderson also mentioned "emerging signs of broad-based industrial recovery into 2026." Henderson shared that Littelfuse's 2025 design wins increased double digit compared to the prior year, especially in grid and data center segments, and emphasized the strategic focus on next-generation high-power architectures. The CEO revealed a go-to-market sales force realignment, stating, "Our new go-to-market evolution is live, and we're seeing the early signs of success following our sales force realignment, which is now market-facing, customer-centric and focused on solving our customers' most complex challenges with our complete technology portfolio." Henderson detailed rationalization of the power semiconductor portfolio to reduce exposure to lower-value product families and optimize the manufacturing footprint for high-value, high-growth applications. CFO Abhishek Khandelwal stated, "We delivered strong results as revenue in the quarter was $594 million, up 12% and up 7% organically. The Dortmund and Basler acquisition contributed 3% to sales growth, while FX was a 2% tailwind. Adjusted EBITDA margin finished at 20.5%, up 480 ba...

Amazon said affected staff will get redeployment options and severance, while stressing the cuts are not the start of regular mass layoffs. / Credit: The Image Party via Shutterstock Amazon is cutting around 16 000 corporate jobs worldwide in a major workforce restructuring announced on 28 January 2026, the company confirmed in an internal memo to staff. The reduction is part of a broader plan that could see close to 30 000 white-collar roles eliminated by mid-2026 as Amazon seeks to streamline its organisation after rapid pandemic-era expansion. The decision affects teams across key units including cloud computing, retail, human resources and media, and comes amid broader industry layoffs across large tech firms. The scale and rationale behind the job cuts Amazon’s internal message, shared by Beth Galetti, senior vice-president of People Experience and Technology, said plainly that “the reductions we are making today will impact approximately 16,000 roles across Amazon” and emphasised support for those affected. The company has framed the move as part of a long-term organisational reset rather than a short-term cost-cutting exercise. Amazon’s leadership has previously described efforts to reduce layers of bureaucracy and to improve decision-making speed as key drivers behind the cuts. In the memo, Galetti referred to this ongoing restructuring, noting that earlier organisational changes had not been completed in some teams until now. GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence Industry analysts see the layoffs as part of a broader shift in tech, where companies are rebalancing workforces after over-hiring during the pandemic and realigning priorities around emerging technologies such as artificial intelligence. Internal transfer windows and employee support Amazon’s ...

Earnings Call Insights: Navient Corporation (NAVI) Q4 2025 Management View David L. Yowan, President and CEO, announced several leadership changes including the appointment of Steve Hauber as Chief Financial Officer and the ongoing search for a fintech-experienced CFO at Earnest. Yowan stated, "Steve's appointment is part of a broader set of changes that better align our management structure with the business strategy for Earnest and Navient that we shared in November." The company completed Phase 1 of its transformation, surpassing its $400 million expense reduction goal. Yowan reported, "These operating expense reductions increase our already substantial future life of loan cash flows by $2 billion cumulatively, providing increased financial flexibility and even greater levels of capital for new growth." The transfer of the in-school lending business from Earnest to Navient is complete, consolidating all education activities under one umbrella. Earnest achieved record refi originations in Q4, totaling $634 million, with full-year refi originations at $2.1 billion. In-school lending reached an all-time high of $401 million in new loans. 2026 targets include $4 billion in total loan originations, representing about 60% growth over 2025, with refi and in-school lending each expected to grow over 50%. Yowan addressed additional provision in the private legacy portfolio, noting, "While this provision has a significant impact on reported earnings per share, the effect on the life of loan cash we expect to receive from the legacy portfolios is immaterial." CFO Stephen Hauber stated, "In total, core earnings per share for the fourth quarter were $0.02. On a full year basis, we reported core loss per share of $0.35." Outlook Navient is targeting $4 billion in total loan originations for 2026, with expectations for over 50% growth in both refi and in-school lending products and less than $100 million for personal lending as the pilot continues. Hauber stated, "We expect exp...

格隆汇1月29日｜Servus Credit Union经济学家Charles St-Arnaud表示，加拿大央行的声明及其更新后的展望中，没有任何内容足以改变外界的判断，即该央行很可能在较长一段时间内维持政策利率不变。此次决定维持利率不变所传递的整体信息是，自该央行10月货币政策报告以来，全球和加拿大经济前景仅发生了微幅变化。不确定性仍然处于高位，前景面临的风险依然显著，尤其是在美国关税政策难以预测、北美自由贸易协定即将接受审查以及地缘政治风险上升的背景下。

Intel Stock Soars Amid Positive Predictions and Analyst Upgrades timothysykes.com

New York, January 28, 2026, 11:05 EST — Regular session Oracle shares climbed roughly 0.5% in late-morning trading, recovering slightly after a steep decline the previous day Company attributes TikTok disruptions to a power outage at a data center caused by severe weather Mid-March earnings will give investors a sharper picture of cloud demand and spending trends Oracle shares climbed 0.5% to $175.76 by late morning Wednesday, clawing back some of Tuesday’s losses amid new developments around its data centers. The Nasdaq-100 tracking Invesco QQQ fund edged up roughly 0.3%. Oracle’s stock has been volatile as the company navigates a major transition in corporate computing—from owning servers to leasing cloud capacity. This shift comes with hefty costs, and investors have swiftly reacted to any hints of trouble, whether outages or rising expenses. Oracle spokesperson Michael Egbert told Reuters in an email that “Over the weekend, an Oracle data center experienced a temporary weather-related power outage which impacted TikTok,” following reports of problems from users of the short-video app. California Governor Gavin Newsom tied the outage to claims of content suppression targeting President Donald Trump and said his office is reviewing TikTok’s moderation policies. Last week, ByteDance sealed a deal to form a majority U.S.-owned joint venture, with Oracle, Silver Lake, and Abu Dhabi-based MGX each holding 15% stakes while ByteDance retains 19.9%. (Reuters) Oracle shares fell 4.1% on Tuesday, ending at $174.90 and erasing much of Monday’s advance. The stock is still roughly 49% off its September 10 peak of $345.72. (MarketWatch) Oracle revealed on Tuesday that Saudi developer Red Sea Global has chosen its Aconex Cloud and Primavera P6 software for construction planning and collaboration. The deployment will cover over 23,000 users, the company said. “Red Sea Global is setting a new benchmark for digital transformation in large-scale hospitality destination projects,” s...

Starbucks' quarterly results on Wednesday showed proof that CEO Brian Niccol's brand revival is working, sending shares to their highest levels in almost a year. Revenue in the three months ended Dec. 28 totaled $9.92 billion, up 5.5% year over year and beating the consensus estimate of $9.67 billion, according to LSEG data. Adjusted earnings per share (EPS) came in at 56 cents, slightly below expectations of 59 cents, LSEG data showed. On an annual basis, adjusted EPS fell 19%. Comparable store sales, a key restaurant industry metric, rose 4%, well ahead of the FactSet consensus of 2.3% growth. Shares of Starbucks were up more than 3% at around 10:30 a.m. ET, trading at nearly $99 apiece. At its high of the day of $104.82, the stock was at levels last seen in early March 2025. SBUX 1Y mountain Starbucks' stock performance over the past 12 months. Bottom line Our faith in Niccol is being rewarded. The turnaround artist who joined Starbucks in September 2024 after a brilliant tenure at Chipotle pledged to return the coffee chain to its former glory. The numbers reported Wednesday morning demonstrate he's doing just that. "Brian Niccol has cracked the code," Jim Cramer said. The key metric is comparable store sales — often called comps or same-store sales — to measure the performance of locations open for at least 13 months. It's the holy grail in restaurants. And here, Starbucks crushed the estimates. While we liked the global comps up 4%, the U.S. performance particularly stands out because the home market has been the focus of Niccol's efforts. U.S. comps increased a better-than-expected 4%, driven by a 1% increase in average ticket and 3% increase in comparable transactions. It's the first time in 2 years that Starbucks has seen an increase in comparable transactions. In other words, more people are ordering their Starbucks again, both rewards program members — now at a record 35.5 million people — and non-rewards members. On the earnings call, Niccol said this wa...

格隆汇1月29日｜中国科学院新疆理化技术研究所潘世烈团队在真空紫外非线性光学晶体材料领域取得突破，将在精密制造、前沿科研等领域发挥重要作用。团队经过长期探索与创新，成功研制出氟化硼酸铵（ABF）晶体，并攻克了大尺寸晶体生长与器件加工技术难题。采用双折射相位匹配技术，团队首次实现直接倍频真空紫外激光158.9nm输出，为紧凑、高效的全固态真空紫外激光器提供了关键材料体系。

财联社1月29日（编辑 史正丞） 近年来一直在努力摆脱俄罗斯天然气的欧盟，眼下又有了新的忧虑：过于依赖美国的天然气。 欧盟能源专员丹·约根森周三在布鲁塞尔表示， 近期有关格陵兰岛的事态对该地区来说是一记“警钟”，目前欧盟略超一半的液化天然气供应依赖美国。他还表示， 面对美欧关系的变化，欧盟眼下正寻求从加拿大、卡塔尔和北非国家增加采购。 在刚刚过去的2025年，57%的欧盟液化天然气供应来自美国。俄罗斯在该市场的占比仍有15%，成为仅次于美国的第二大卖家。 约根森补充道：“ 我们正在与世界各地能供应液化天然气的国家展开对话。我在与全欧洲的国家元首和能源部长交流时确实能听到这种（担忧最大供应国的）声音，大家的担忧在不断加剧。 ” 无独有偶，欧盟竞争事务负责人特雷莎·里贝拉也在周二警告称，欧盟“应注意不要过于依赖美国天然气”。 去年美欧达成的贸易协议中，涵盖一条欧盟“2028年前购买7500亿美元美国能源”的条款。按照能源经济与金融分析研究所的最新测算，若欧盟兑现与美国的所有液化天然气供应协议， 该地区到2030年可能将有80%的液化天然气进口来自美国 。 德国公用事业公司Uniper首席执行官迈克尔·刘易斯近期也公开表示，随着越来越多美国液化天然气设施投产，未来三年内，市场上将涌入大量来自美国的天然气。刘易斯呼吁，德国不能对美国产生“像过去对俄罗斯那样的依赖”。 在欧盟试图减少对美国天然气的依赖之际， 常年向美国市场供应能源的加拿大也在寻求更多美国以外的买家 。 加拿大能源部长蒂姆·霍奇森近日表示，该国正寻求通过增加对其他地区的液化天然气出口来使天然气销售摆脱对美国的依赖。在本周访问印度期间，霍奇森表示：“ 我们绝不会把能源当作施压或胁迫的工具…加拿大过去曾将其98%的能源出口供给单一国家。现在我们致力于实现能源出口的多元化。 ” 对于欧盟的近况，克里姆林宫发言人佩斯科夫也在周三表示，欧盟拒绝购买俄罗斯天然气是他们自己的选择。 佩斯科夫表示：“通过拒绝在全球能源市场中本就具有竞争力的俄罗斯管道天然气和液化天然气，这两者都是全球能源体系的重要组成部分，他们等于把自己推向对少数几个来源的依赖。首要的结果，就是对美国的依赖。”

Mexico will continue sending aid shipments of crude oil to Cuba, in a potential clash with Donald Trump’s pledge to deprive the impoverished island of such energy assistance. President Claudia Sheinbaum , who described the shipments as humanitarian in nature, told reporters the oil exports to communist-run Cuba and other unspecified countries would be evaluated on a case-by-case basis. “The humanitarian aid will continue, as it does to other countries,” she said. “We have to determine it based on the requests,” Sheinbaum added. For years, Sheinbaum’s leftist Morena party has emphasized its solidarity with Cuba and continued Mexico’s decades-long oil diplomacy to the Caribbean island. The Mexican leader’s latest comments reiterating her support for the Cuban oil aid come after state-owned Pemex removed a cargo destined for Cuba from its schedule earlier this month. The ship was set to load its crude cargo in mid-January and would have docked in Cuba before the end of the month, according to a company document obtained by Bloomberg News. Read More: Mexico Shelves Planned Shipment of Oil to Cuba Amid US Tensions Earlier this month, Trump announced that no more oil or money would be going to Cuba, though he didn’t explain how the restrictions would be enforced. Trump’s move to tighten the pressure on the longtime US foe came after he flexed his military muscle in the region by capturing Venezuela’s Nicolas Maduro in a shock early morning raid. Mexico’s oil shipments are “a sovereign decision, and Pemex makes its own decisions,” Sheinbaum stressed earlier this week. “Cuba has experienced blockades which have generated shortages and Mexico has always been supportive.”

Shares of memory and storage chipmakers surged sharply on Wednesday after Seagate Technology Inc. (NASDAQ:STX) delivered a major earnings beat, extending an already explosive rally fueled by a global storage supply crunch as AI-driven demand continues to crowd out available capacity. Seagate jumped more than 15% after reporting blockbuster quarterly results that topped Wall Street expectations across the board. The rally quickly spilled over to peers. Since its February 2025 initial public offering, Sandisk has surged more than 1,330%, matching the returns Nvidia Corp. (NASDAQ:NVDA) delivered since November 2022, when ChatGPT launched. Chart: Sandisk Matched Nvidia’s Returns Since ChatGPT In Less Than A Year As Memory Chip Crisis Worsens Seagate Smashed Earnings Expectations – What You Need To Know Seagate reported earnings per share of $3.11, well above expectations of $2.83. From a year earlier, earnings jumped 53%. Revenue reached $2.83 billion, topping the $2.74 billion consensus estimate and rising 21% year over year. Margins also surprised to the upside, with gross margin coming in at 42.2%. The company guided for even stronger numbers ahead. For the current quarter, Seagate expects $2.90 billion in revenue at the midpoint, far ahead of the Street’s $2.81 billion. Operating EPS is projected at $3.40—above the consensus estimate of $3.03. In a note on Wednesday, Goldman Sachs analyst James Schneider raised his price target on the stock from $310 to $385. AI Boom Fuels Tight Supply, Firm Pricing "Management noted that its production capacity is now sold out for 2026, and it expects key hyperscaler customers to begin placing orders for 2027 in the near future," Schneider said. The tight supply-demand dynamic has allowed the firm to raise prices per terabyte and boost margins, with management forecasting sequential EPS and revenue growth through 2026. “Seagate reported a modest increase in price per Terabyte in the quarter, and management expects a further increas...

格隆汇1月29日｜据央视，当地时间1月28日，荷兰芯片设备制造商阿斯麦控股公司（ASML Holding NV）首席执行官克里斯托夫·富凯在一份声明中表示，公司计划裁员约1700人，裁员主要集中在技术部门与信息技术部门。此次裁员对象主要位于荷兰，部分在美国，且主要涉及管理层，裁员人数约占公司员工总数的4%。阿斯麦公司专注于高端光刻机生产，在半导体设备维护翻新业务方面也领先全球。

Hygon’s chips 'safe' from AMD security flaw amid China’s tech self-reliance drive MSN

Not content with haemorrhaging MPs to Reform, Kemi decides to drive others into the arms of the Lib Dems UK politics live – latest updates A minute’s silence for Kemi Badenoch. Thoughts and prayers welcome. The Tory party leader just can’t help herself. Every time you think that, just maybe, she is beginning to get the hang of the job, she comes up with something so deranged, so batshit that you can only sit back and admire the self-destruction. Almost as if she can’t bear any idea of success. Bewilderingly, sabotaging herself seems to be her default coping mechanism. Someone who can only find satisfaction in annihilating her own party. Sometimes you even wonder if she has ever been a Tory. Like so much of Kemi’s behaviour, this was all totally avoidable. There was no need for her to do or say anything. With Keir Starmer away in China, this was a week off for her from prime minister’s questions. A slot she would delegate to the even more useless Andrew Griffith. Clearly Badenoch does not welcome any competition so Griffith might get the deputy leader job for good. Continue reading...

Counterpoint Research says the race to build custom AI silicon is accelerating, with hyperscalers scaling internal chips to meet surging demand. Hyperscalers Ramp Custom AI Chips Leading cloud and AI providers, including Alphabet Inc.’s (NASDAQ:GOOGL) Google; Amazon.com, Inc.’s (NASDAQ:AMZN) Amazon Web Services; Microsoft Corp (NASDAQ:MSFT); OpenAI; ByteDance and Apple Inc (NASDAQ:AAPL), are rapidly expanding deployments of AI server compute Application-Specific Integrated Circuit (ASIC) based systems to handle specialized training and inference workloads, as per Counterpoint Research. Don't Miss: The AI Marketing Platform Backed by Insiders from Google, Meta, and Amazon — Invest at $0.85/Share If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it? Counterpoint Research projects that AI server compute ASIC shipments among the top 10 hyperscalers will triple between 2024 and 2027, fueled by surging demand for Google's Tensor Processing Unit (TPU) infrastructure supporting Gemini, continued scaling of AWS Trainium clusters, and volume ramps from Meta Platforms Inc.'s (NASDAQ:META) MTIA and Microsoft's Maia chips as they build out internal silicon portfolios. Broadcom Leads, Competition Intensifies Counterpoint expects Broadcom Inc (NASDAQ:AVGO) to remain the top AI server compute ASIC design partner, holding about 60% market share in 2027, despite competition from the growing Google–MediaTek alliance. At the same time, the firm sees Marvell Technology Inc (NASDAQ:MRVL) facing design-win pressure, with its design services share projected to slip to around 8% in 2027, despite shipments doubling over the same period. Trending: Blue-chip art has historically outpaced the S&P 500 since 1995, and fractional investing is now opening this institutional asset class to everyday investors. Google TPUs Anchor a Shifting Market Google's TPU fleet will continue to anchor industry volumes, according to Counterpoint, a...

The IOPC said: "We have decided it is not appropriate to make a decision on whether, in all the circumstances, it's fair and reasonable that Sergeant Blake should continue to face disciplinary proceedings, until we understand the impact of amendments to the use of force standard and any Home Office guidance."

受人工智能数据中心硬件需求激增的提振，芯片制造商的股价在周三反弹，而 德州仪器 和其他制造商的乐观业绩表明，这一发展势头正在超越英伟达的高端处理器而扩大。 德州仪器生产用于数据中心信号转换和电源管理的模拟芯片，与英伟达快速、高价的人工智能图形芯片不同，受益于科技公司为实现人工智能目标而加强计算基础设施的需求激增。 德州仪器股价上涨约8.5%。 希捷 大涨17.7%，而阿斯麦则下跌2.3%，当天早些时候的涨幅曾高达7.5%。其他与人工智能相关的芯片制造商，包括英伟达、 美光 、 AMD 和 英特尔 都在交易中走高，延续了整个行业的涨势。 费城半导体指数上涨了1.7%。 周三，德州仪器发布了乐观的季度财测 ，显示人工智能数据中心的蓬勃发展正在推动英伟达先进处理器之外的芯片需求，这凸显了该行业的发展势头。 欧洲芯片设备领军企业ASML也在周三公布了强劲的第四季度业绩。该公司的预订额几乎是分析师预计的两倍，同时还上调了2026年的收入展望。 数据存储巨头希捷周二上调了其预测，理由是近线产能现已全部分配至2026年，并且通过长期协议加强了至2027年的能见度。 LSEG的数据显示，科技行业的盈利受到人工智能热潮和美国企业第四季度整体增长的推动，预计增长约27%，而标普500指数公司整体增长9.2%。科技行业的营收增长率约为18%，而标普500指数的整体增长率为7.3%。 然而，全球内存芯片的短缺给个人电子产品的终端市场需求蒙上了一层阴影，研究人员预计智能手机和个人电脑（德州仪器的主要市场）的销售将受到影响。 不过， 摩根士丹利 认为，由于全球工厂利用率较低，德州仪器不太可能出现供应短缺，尽管地缘政治风险仍难以预测，而且以美国为中心的生产可能使德州仪器面临海外关税。 责任编辑：李桐