The dollar is steadying following its biggest one-day decline since April’s tariff turmoil. That’s after President Trump said he wouldn't mind a weaker currency. WSJ editor Alex Frangos explains why that statement caused such a selloff.

希捷科技涨超14% 2026-01-28 22:39:22 来源： 同花顺7x24快讯 分享 文章提及标的 美光科技 -- 希捷科技 -- 西部数据 -- 美股存储概念盘初大涨，希捷科技（STX）涨超14%，西部数据（WDC）涨近7%，SanDisk涨近6%，美光科技（MU）涨超3%。

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: HSBC upgraded UPS (UPS) to Buy from Hold with a price target of $125, up from $100. Q4 results beat expectations and while in-line 2026 guidance implies a weak Q1, it also points to strong margins by the end of 2026 when the Amazon (AMZN) glide down and tariff disruptions fade, the firm tells investors in a post-earnings note. BofA upgraded Texas Instruments (TXN) to Neutral from Underperform with a price target of $235, up from $185. Driven by industrial inventory replenishment, emerging growth in data center power, connectivity and aero, and defense markets as well as automotive content gains, less-crowded analog stocks such as Texas Instruments "can reenergize," the firm added. BofA upgraded Microchip (MCHP) to Buy from Neutral with a price target of $95, up from $78. Microchip is trading at a premium multiple, but the firm sees significant headroom for earnings upgrades since its raised calendar year 2027 sales forecast of $7B is below the company's prior $8B-plus peak. Rothschild & Co Redburn upgraded Visa (V) to Buy from Neutral with a price target of $385, up from $327. The firm believes the "pricing power" from a more fragmented e-commerce backdrop as agentic commerce ramps will result in a shift away from large merchants back to the card networks.

fizkes/iStock via Getty Images Brookfield Real Assets Income Fund Inc. ( RA ) offers a tempting dividend yield over 10%. The fund is invested mostly in fixed-income of real estate and infrastructure. While these sound like durable assets, I think there are weaknesses in their approach and I only rate it Hold. Concept of the Fund RA is an actively managed, closed-end fund that aims for total returns, primarily through investment income of the managed portfolio. Q3 2025 Fact Sheet Brookfield does this primarily by investing in the credit of real estate, infrastructure, and natural resources. In essence, RA is a fixed-income vehicle and something of a bet on these types of assets. A modest portion, usually no more than 10%, is invested in the equities of these assets or companies that operate them. As these equities are dividend-paying, they are consistent with the income focus of the portfolio. 2025 Semiannual Report The fund often utilizes leverage at about 25% of total assets. Most of this is through their credit facility, but about a third is through reverse repurchase agreement, which carry margin call risk. This risk factor is likely why they keep their total leverage contained. Even without margin call risk, leverage has the effect of enhancing the yield on securities, while also intensifying losses over time. Holdings Summary (Q3 2025 Fact Sheet) Leverage is likely used because the weighted average coupon on the fixed-income is low, 5.26% as of Q3. This is in spite of the fact that the assets are, by and large, below investment-grade or unrated. History and Performance Since inception in 2016, the fund has shown extreme sensitivity to drawdowns, with two major ones occurring in 2020 and then in 2023. RA Full Price History (Seeking Alpha) 2020's was a result of the COVID crash. NAV sustained big hits, as real estate and infrastructure assets became inactive or underused during the lockdowns and quarantining. COVID stimulus and low interest rates spurred a recove...

Another US downgrade any time soon would be an unusual move so quickly after Fitch Ratings stripped the country of its top score, according to the company’s chief sovereign analyst. James Longsdon , the credit assessor’s global group head of sovereign and supranational ratings, told reporters in Frankfurt on Wednesday that the decision in 2023 to cut America by one notch to AA+ effectively baked in a lot of what has since transpired, even if “the pressures are certainly there.” “Ratings tend to move, then they sit for a while and they may be there for a long while, but they very rarely move fast again for a second time,” he said. “The risks are certainly more to the downside than to an upgrade for sure” and “we’re still sitting watching this space, but I’d say the rating situation now is basically an exact reflection of what happened for the downgrade.” Longsdon spoke after an eventful year for the credit status of the world’s biggest economy. Last May, Moody’s Ratings became the final major assessor to downgrade the country from its top score, while smaller European rival Scope Ratings , during the October shutdown in Washington, cut the US even further to its fourth-highest notch — the same level as France. Fitch itself last issued a report on the country in August, leaving its formal assessment unchanged . “A stable outlook means we’re not expecting a downgrade in the next one to two years,” Longsdon said. A key consideration for the company is the reserve status of the dollar, which just suffered its deepest one-day drop since the tariff rollout in 2025, after US President Donald Trump offered a relaxed tone on the greenback’s decline. US-Europe Strains Hurt Credit Outlook on Both Sides, Scope Says France and Belgium Face 50% Chance of Rating Cuts, JPMorgan Says Italy Gets First Moody’s Upgrade Since 2002 in Meloni Win US Debt Vexes Griffin and Gopinath After ‘Truss-Lite’ Japan Mess “It’s still clearly the predominant reserve currency,” Longsdon said. “You look ...

Tesla investors may feel the stock has been treading water. Coming into Wednesday trading, shares of the electric vehicle maker were down 2% since the company reported third-quarter numbers in October, trailing the S&P 500 by about 6 percentage points in that span.

格隆汇1月28日｜据央视财经，最近黄金价格上涨迅猛，不断刷新纪录。在广东深圳水贝市场一家从事黄金回收的门店内，不时有消费者前来出售黄金。有消费者表示，现在回收价超1100元。工作人员介绍，面对金价飙涨，不少手里有黄金的消费者选择把黄金变现，这让他们的回收量大大增加。黄金回收业务也吸引了二手交易平台加入。一家专门从事数码产品回收业务的二手交易平台，2025年下半年也开始布局黄金回收业务，他们的黄金回收业务在近期也创下了新高。

彭博数据显示，阿斯麦控股（荷兰阿姆斯特丹股价）转跌，此前一度涨7.5%。 阿斯麦ADR也转跌，美股盘初也一度涨超2.67%。

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US stocks pushed higher on Wednesday to help the S&P 500 (^GSPC) notch a fresh high as AI trade fervor spread ahead of the Federal Reserve’s latest policy decision and earnings from megacap techs. The S&P 500 moved up 0.3% to open above 7,000 for the first time, on the heels of a record close. The tech-heavy Nasdaq Composite (^IXIC) climbed about 0.6%, while the Dow Jones Industrial Average (^DJI) hovered above the flat line. Techs are buoying markets again as a surprise record surge in orders for ASML's (ASML) chipmaking machines stoked optimism for a long-lasting AI boom. Shares in ASML popped, as did those in AI bellwether Nvidia (NVDA) and TSMC (TSM), which rely on the Dutch company's gear to produce chips. That has turned up focus on earnings from Microsoft (MSFT) and Meta Platforms (META), which have invested heavily in an AI-focused data center buildout underpinned by those chips. The tech giants are scheduled to report results after the market close, alongside fellow "Magnificent Seven" megacap Tesla (TSLA). The reports sets the stage for Apple's (AAPL) quarterly update on Thursday. Investors are also bracing for the Fed's first interest-rate decision of the year at the end of its two-day meeting later. It's expected to leave rates unchanged in a range of 3.5% to 3.75%, putting the spotlight on Chair Jerome Powell’s press conference comments for clues to future cuts. Markets are currently pricing in two quarter-point rate cuts by the end of 2026, according to CME FedWatch. The recent slump in the dollar (DX-Y.NYB) could reshape those rate bets, given potential risks of a long decline to the economy. The US currency was stable early Wednesday, after sinking to its lowest level since 2022 on Tuesday after President Trump brushed off the deepest drop in the dollar since his sweeping tariffs launched. The rate decision also comes amid a period of political tension for the central bank, as the Trump administration in recent weeks opened a criminal investigation a...

US stocks wavered Wednesday after the S&P 500 (^GSPC) vaulted briefly over the 7,000 mark for the first time, as Wall Street waited for the Federal Reserve’s latest policy decision and earnings from megacap techs. The S&P 500 briefly broke 7,000 on the heels of a record close. It subsequently pulled back, last seen down about 0.1%. The tech-heavy Nasdaq Composite (^IXIC) ticked up 0.1%, while the Dow Jones Industrial Average (^DJI) hovered near the flatline. Investors are bracing for the Fed's first interest-rate decision of the year at the end of its two-day meeting later. It's expected to leave rates unchanged in a range of 3.5% to 3.75%, putting the spotlight on Chair Jerome Powell’s press conference comments for clues to future cuts. Markets are currently pricing in two quarter-point rate cuts by the end of 2026, according to CME FedWatch. The recent slump in the dollar (DX-Y.NYB) could reshape those rate bets, given potential risks of an economic downturn. The US currency was stable Wednesday, after sinking to its lowest level since 2022 on Tuesday after President Trump brushed off the deepest drop in the dollar since his sweeping tariffs launched. The rate decision also comes amid a period of political tension for the central bank, as the Trump administration in recent weeks opened a criminal investigation against Powell over his Senate testimony about renovations of the central bank’s headquarters. Markets are also watching for Trump to announce Powell's successor, which Trump has said could happen any day now. Meanwhile, techs are in the spotlight again as a surprise record surge in orders for ASML's (ASML) chipmaking machines stoked optimism for a long-lasting AI boom. Shares in ASML turned lower, though the spirits boosted AI bellwether Nvidia (NVDA) and TSMC (TSM), which rely on the Dutch company's gear to produce chips. The developments have turned up focus on earnings from Microsoft (MSFT) and Meta Platforms (META), which have invested heavily in an AI-...

Ankabala/iStock via Getty Images Wedbush ( IVES ) increased the price target on D-Wave Quantum's ( QBTS ) stock to $40 from $35 following a flurry of agreements signed by the company. The firm maintained its Outperform rating on D-Wave. Shares of D-Wave rose about 3% on Wednesday. "As part of its Qubits 2026 conference, D-Wave issued a bevy of press releases announcing some major new developments. Net, we are encouraged by the additional commitments and incorporate the ~$30M of combined incremental revenue in our model, resulting in a new $40 PT (from $35)," said analysts led by Dan Ives. The analysts noted that D-Wave announced a $10M, two-year enterprise Quantum Computing as a Service, or QCaaS, agreement with a leading Fortune 100 company. The analysts view this announcement as a confirmation that quantum technology is beginning to make inroads with commercial customers, with a Fortune 100 company representing a clear vote of confidence for D-Wave's systems. Florida Atlantic University, or FAU, signed an agreement to buy and install an Advantage2 annealing quantum computer at its Boca Raton campus, expected later in 2026. "We view this PO from the FAU as a signal that academic customers with significant technical expertise see real technological merit in D-Wave's Advantage2 system, today," said Ives and his team. Together with Davidson Technologies and Anduril Industries, D-Wave announced a collaboration to develop quantum-classical hybrid applications for complex U.S. air and missile defense planning challenges, the analysts added. The analysts said that the Company introduced new hybrid solver capabilities that enable customers to incorporate machine learning models directly into quantum optimization workflows and as new tools that give quantum scientists deeper visibility into quantum dynamics using annealing quantum computers. In addition, the analysts noted that the company shared details on its accelerated gate-model development roadmap, including progress ...

On a Monday night NBC News segment, Anthropic CEO Dario Amodei expressed concern over “some of the things we’ve seen in the last few days,” referring to the violence of Border Patrol agents in Minneapolis. Amodei focused on the importance of preserving democracy at home, both on NBC and in a post on X that specifically called out “the horror we’re seeing in Minnesota.” On NBC, he said he’s a believer in arming democracies to defend against autocratic countries, and that “we need to defend our own democratic values at home.” He added that Anthropic has no contracts with Immigration and Customs Enforcement (ICE). Meanwhile, in an internal Slack message to OpenAI employees that got leaked to The New York Times, Sam Altman said, “What’s happening with ICE is going too far.” “Part of loving the country is the American duty to push back against overreach,” Altman wrote. “There is a big difference between deporting violent criminals and what’s happening now, and we need to get the distinction right.” Apple CEO Tim Cook also penned an email to his staff, which was leaked to Bloomberg, saying he was “heartbroken by the events in Minneapolis.” Tech workers, including employees of both companies, have been calling on their chiefs to call the White House and demand that ICE leave U.S. cities in the aftermath of Border Patrol agents killing two U.S. citizens in Minneapolis. In an open letter, tech workers also urged their CEOs to cancel all company contracts with ICE and speak out publicly against ICE’s violence. Employees calling for CEOs to take action are encouraged and want more to join the ranks. Techcrunch event Disrupt 2026 Tickets: One-time offer Tickets are live! Save up to $680 while these rates last, and be among the first 500 registrants to get 50% off your +1 pass. TechCrunch Disrupt brings top leaders from Google Cloud, Netflix, Microsoft, Box, a16z, Hugging Face, and more to 250+ sessions designed to fuel growth and sharpen your edge. Connect with hundreds of inno...

In this article JPM Follow your favorite stocks CREATE FREE ACCOUNT Jamie Dimon, chief executive officer of JPMorgan Chase & Co., speaks at the US Chamber of Commerce in Washington, Jan. 15, 2026. Luke Johnson | Bloomberg | Getty Images JPMorgan Chase said Wednesday it will match the U.S. government's one-time $1,000 contribution to new children's retirement savings accounts for eligible U.S. employees, the latest financial firm to announce such a measure. The so-called "Trump accounts" are part of a pilot program that deposits $1,000 from the U.S. Treasury into a tax-advantaged account for eligible children born in the U.S. between Jan. 1, 2025, and Dec. 31, 2028. The program, partly the brainchild of hedge fund manager Brad Gerstner, aims to encourage long-term saving and investing from birth. U.S. billionaires including Michael and Susan Dell have made commitments to contribute to the effort. Rap artist Nicki Minaj will also contribute between $150,000 and $300,000 to fund her fans' Trump accounts. "JPMorgan Chase has demonstrated a long-term commitment to the financial health and well-being of all of our employees and their families around the world, including more than 190,000 here in the United States," CEO Jamie Dimon said in a release. "By matching this contribution, we're making it easier for them to start saving early, invest wisely, and plan for their family's financial future." This story is developing. Please check back for updates.

Banks and law firms are jostling for fees to help the Scottish government launch its debut bond program. The expected contract value for banks selected to assist Scotland “in accessing the sterling public bond market” is £5 million ($6.9 million), according to a tender published by the Scottish government on Wednesday. The equivalent figure for a legal advisor is £1.8 million, according to a separate notice. The selected firms will work with officials on a planned £1.5 billion of sales over five years, subject to the outcome of the Scottish parliamentary election . Representatives from the largest banks active in sterling capital markets heard a private address by First Minister John Swinney on Monday regarding the bond program, according to people familiar with the matter. The event was attended “by a large number of banking groups who are interested in working with the Scottish Government on its bond plans,” a Scottish government spokesperson said. Appointing bankers marks the latest step in the Scottish National Party-led government’s years-long preparation for a debut bond sale. The devolved administration in Edinburgh has had the ability to issue bonds — to be nicknamed “kilts” in reference to the UK’s “gilts” — since 2015. The option has been studied in greater detail in recent years , with officials touting indirect benefits such as developing relationships with investors. At present, Scotland effectively borrows from the UK via the National Loans Fund rather than in public debt markets. Any bond sale requires approval from the UK Treasury. Legal Scrutiny The Scottish government secured the same credit rating as the UK government from two major agencies in November, and has appointed Ernst & Young as its financial adviser. Brodies LLP, an Edinburgh-based law firm, won a smaller contract performing legal due diligence worth about £50,000 last year. The bank contract is expected to expected to commence in July and run for an initial three years, with the option...

yuelan/iStock Editorial via Getty Images It has been a while since I have covered Johnson & Johnson ( JNJ ). Back in July of last year, I stated that the stock could be waking up. Hence, my buy rating. As you can clearly see in the price chart below, Johnson & Johnson has indeed woken up as I predicted with the stock gaining over 30% since that article. With the company having reported their latest results just days ago, I believe now is the time to provide a much needed update for readers. Seeking Alpha Below, it is shown that there are signs of increasing business momentum for Johnson & Johnson. Revenue growth is picking up and while gross margin contracted YoY for Q4, the deal with the Trump Administration could help to alleviate some pressures moving forward. In terms of guidance, the company expects 2026 to be a good year for business activity. Furthermore, they are also expecting pre-tax operating margin expansion. With that in mind, the valuation likely deserves to be higher than where it is right now and so I'm deciding to reiterate my buy rating on Johnson & Johnson stock. Q4 Sales Analysis Data by YCharts Let's start off today's analysis with a look at their top line results. For 2025 Q4, the company reported total worldwide sales worth $24.6 billion. That represented a 9.1% YoY increase and as you can see above, that is a multiyear high for the revenue growth rate. I believe this is a concrete indication that business activity is starting to truly accelerate and that they are now firmly on the right direction. Furthermore, they beat analyst expectations by a very respectable margin of $415.36 million. As a perhaps better measure of true top line performance, Johnson & Johnson reported an adjusted operational sales growth rate of 6.1%. This is also an acceleration from Q3's 4.4% and so in both reported and non-GAAP terms, their business trajectory hasn't been this strong for some time. J&J Q4 Presentation Just briefly before we move on from the top line, l...

Source: Bloomberg, 0:00

Winmark ( WINA ) declares $0.96/share quarterly dividend , in line with previous. Forward yield 0.83% Payable March 2; for shareholders of record Feb. 11; ex-div Feb. 11. See WINA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Winmark Seeking Alpha’s Quant Rating on Winmark Historical earnings data for Winmark Dividend scorecard for Winmark Financial information for Winmark

文章提及标的 沪银主力合约 -- 上期所沪银主力合约涨超3%，报29330元/千克。 黄金、白银行情爆发中，一键布局买入金银等避险资产>>

The S&P 500 Index rose past 7,000 points for the first time, breaching a key psychological milestone, as investors bet on an acceleration of the US economy that will bolster profits for Corporate America. The benchmark for US equities rose 0.3% to a record 7,002.28 points on Wednesday. While tech shares provided the final push past the milestone on optimism over AI chip demand, gains in the past months have been concentrated in materials and energy sectors. The index jumped 16% in 2025 for a third straight year of double-digit gains, powered in large part by investments in companies developing artificial intelligence applications and hardware. In recent weeks, investors have sought to diversify their equity positions to take advantage of expectations for a surge in economic growth. Materials and energy producers, along with makers of non-essential consumer items have led stocks higher in the early days of this year, continuing a trend that began in November. Back then, the index peaked in late October before jitters about AI spending forced a rethink in the monolithic AI trade. Winners like Oracle Corp. and CoreWeave Inc. tumbled along with some of the Magnificent Seven companies. The S&P 500 fell as much as 5.1% from its October high before an end-of-year advance pushed it back to a record. It had been churning near 6,900 for much of the past few weeks. “The market’s been kind of stuck at 6,900 plus or minus 50 points since October,” said Keith Lerner , chief investment officer and chief market strategist at Truist Advisory Services. “Break above the upside of a more than two-month sideways move” provides investors a sentiment boost and nice technical move, he said. “It’s not a game changer but it’ll bring a little more excitement,” Lerner said of the milestone. “It reinforces that the bull-market trend is still in tact.” The break above the 7,000 mark comes even as investors have begun to rotate into cheaper sectors of the market. Consumer staples and energy have ...

格隆汇1月28日｜钯金期货日内涨9%，现报2050.00美元/盎司。

Earnings 28 Jan 2026: Tesla, Inc. (TSLA NASDAQ) margins will set intraday tone Meyka

Microsoft (MSFT) has put its in house Maia 200 AI chip into production just as investors focus on upcoming earnings, with cloud capacity, Copilot usage, and AI related spending at the forefront. The Maia 200 news arrives as Microsoft’s share price shows mixed momentum, with a 5.73% 7 day share price return but a 1.46% 30 day decline and an 11.26% 90 day pullback. At the same time, the 3 year total shareholder return of 98.57% and 5 year total shareholder return of 109.11% reflect a much stronger long run picture. Recent partnerships in areas like embedded payments, healthcare imaging, and robotics have kept Microsoft in the AI and cloud spotlight, and the latest 2.19% 1 day share price return to US$480.58 suggests investors are reacting to the chip launch and upcoming earnings as a fresh update on growth potential and execution risk. If Maia 200 and Copilot have you watching big tech more closely, it could be a good moment to see how other stack up on growth, risk, and AI exposure. With Maia 200, strong AI partnerships, and a recent share price pullback, Microsoft appears both profitable and still in a growth phase. So is this AI heavyweight trading at a discount, or has the market already reflected the next stage of its growth potential in the current price? Advertisement Most Popular Narrative: 19.9% Undervalued Compared with Microsoft’s last close at $480.58, the most followed narrative pegs fair value at $600, which frames Maia 200 and Copilot within a broader long term story. Microsoft isn’t just “Windows and Word” anymore. It is a cloud, AI, enterprise, gaming, cybersecurity, and productivity behemoth. Its diversified revenue streams reduce dependence on any single business line. Curious how a business mix like this gets to a higher fair value? According to oscargarcia, the key ingredients are compounding revenue, expanding profits, and a premium earnings multiple. The exact assumptions behind those numbers are where the narrative gets interesting. Result: Fai...