受对人工智能的持续乐观情绪、对大型科技公司强劲盈利的预期以及货币政策宽松的推动，标普500指数周三首次突破7000点大关。 近年来，该基准指数在连续的1000点涨幅之间的上升速度加快，反映出投资者对美国经济和美国企业的信心不断增强。 标普500指数从4000点上升到5000点用了大约三年时间，但从5000点跃升到6000点，只用了大约九个月时间，它在2024年11月达到了这一水平。 与人工智能相关的乐观情绪一直是美国市场的主要推动力之一，推动包括英伟达、 微软 和Alphabet在内的科技巨头走高。科技股在标普500指数中的占比接近50%。 对美联储降息的预期也提振了风险偏好，在央行去年三次降息后，交易商押注在2026年降息两次，每次25个基点。 不过，市场普遍预计美联储将在当天晚些时候的会议上维持利率不变。 本月早些时候，市场因美国与北约在格陵兰岛问题上的摩擦、关税不确定性以及对美国央行独立性的疑虑等相关忧虑而遭遇抛售，之后市场反弹至纪录高位。 根据LSEG汇编的数据，分析师预计2026年标普500指数公司的利润将增长15.5%，比2025年13.2%的增长预测有所改善。 LSEG的数据显示，在人工智能蓬勃发展的推动下，科技行业的盈利在很大程度上有望在第四季度推动美国企业的增长，该行业的利润预计将增长约27%，而标普500指数公司的整体增幅预计为9.2%。 数据显示，本季度科技行业的营收增幅预计约为18%，而标普500指数的增幅预计为7.3%。 标普500指数已从2025年4月的低点反弹了近45%，当时美国总统特朗普的关税令全球市场动荡不安。 责任编辑：李桐

央视记者当地时间1月28日获悉，美国总统特朗普表示，在明尼阿波利斯市近期接连发生涉及联邦执法人员的致命枪击事件后，联邦机构在明尼苏达州的执法方式可能会“稍微放松一些”，但相关行动仍将持续推进。特朗普称，他已指派白宫“边境事务负责人”汤姆·霍曼接手明尼苏达州的联邦行动，希望以“降级、缓和的方式完成任务”。他表示，联邦执法人员已“清除了数千名严重犯罪分子”，这是当地和全国民众“希望看到的结果”。（央视新闻）

Samsung today previewed a privacy feature that will prevent others from peeking at your phone screen and viewing its content. While the company didn’t provide specifics about the technology, it said that Galaxy smartphone owners will be able to control what others around them can see on their phone, based on the privacy protection they need. The Korean tech company said that users will be able to customize this feature to work with specific apps or while entering passcodes, PINs, patterns, or passwords, with multiple settings for adjusting visibility of on-screen content. The feature is likely to launch with the company’s upcoming Galaxy S26 Ultra. “Our phones are our most personal space, but we use them in the least private places…That’s why Samsung will soon unveil a new layer of privacy to shield your phone from shoulder surfing wherever you go. You’ll have the space to check your messages or enter a password on public transit without thinking twice about who might be watching,” the company noted in a newsroom announcement. The company added that you will also be able to hide certain parts of the phone from onlookers, such as the notification pop-up area. Samsung said that it is using a mix of hardware and software to achieve its results. An online tipster who goes by the name of Ice Universe posted screenshots on X about the feature, showing how the notification area blanks out at an angle. That means smartphone owners will be able to see the content, but someone sitting next to them might not be able to. If the feature works, people may no longer need to buy separate privacy guard protectors. 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 hundred...

Bullish earnings and guidance from tech companies helped to lift US stocks on Wednesday, ahead of reports from the likes of Microsoft Corp. and Meta Platforms Inc. and the Federal Reserve’s interest-rate decision this afternoon. The S&P 500 Index rose 0.2% as of 9:48 a.m. in New York, with the benchmark surpassing the 7,000-point milestone for the first time. Shares of Starbucks Corp. climbed, with the coffee chain among the top-performing stocks in the index after issuing better-than-expected sales guidance . The tech-heavy Nasdaq 100 Index rose 0.7%, while the Dow Jones Industrial Average was little changed. Even with the S&P 500 pushing to a new high on Tuesday, “it seemed like investors were mostly sitting on their hands,” said Matt Maley , chief market strategist at Miller Tabak + Co. He said that with a Fed decision on Wednesday and megacap technology earnings this week, “it was not a surprise that the action was a bit subdued yesterday.” “It’s all about tech, as the sector benefits from a slew of bullish headlines,” Vital Knowledge founder Adam Crisafulli wrote Wednesday morning, noting “robust” results and guidance from ASML Holding, F5 Inc., SK Hynix, Seagate Technology Holdings PLC and Texas Instruments Inc. are lifting the sector. A big test of tech sector optimism is due after markets close, when Microsoft, Meta and Tesla Inc. are all due to report earnings. Apple Inc. reports after the market closes Thursday. Amazon.com Inc., another member of the Magnificent Seven group of megacap tech companies, said it was cutting 16,000 corporate jobs across the company in an organizational restructuring. Traders’ attention is turning to the Fed’s interest-rate decision and Chair Jerome Powell’s comments this afternoon. The market is anticipating a hold in what will be the first Fed decision since Powell said the central bank was subpoenaed by the Department of Justice amid ongoing pressure from the White House to lower interest rates. Weakness in the US dollar incr...

Google faces new UK rules for consumers and website owners Proactive Investors

Google faces new UK rules for consumers and website owners Proactive financial news

Stock Market Today: The Dow Jones index rose Wednesday ahead of the Fed decisions and Powell's comments. Tesla earnings are due late.

格隆汇1月28日｜英特尔(INTC.US)大涨超10%，报48.33美元。今年迄今，英特尔已累计上涨超31%。 消息面上，据SEC文件，英特尔CFO David Zinsner于1月26日以每股42.5美元的价格购入价值249,985美元的英特尔股票，这是自2024年以来的首次内部人士买入。 此外，供应链人士透露，英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，英伟达在合作中采用“量少、低阶、非核心”的策略。GPU核心芯片仍由台积电代工，而I/O芯片则部分采用英特尔18A或预定2028年量产的14A制程，最后由英特尔EMIB进行先进封装。按先进封装比重计算，英特尔最高约占25%，台积电约占75%。(格隆汇)

Advertisement Why Oracle (ORCL) is on investors’ radar today Oracle (ORCL) is drawing attention after recent share price moves. The stock is down about 4% over the past week and 12% over the past month, while its 1-year total return stands at 7.7%. The recent 1-day share price return of -4.13% and 30-day share price return of -11.66% suggest momentum is fading in the short term, even though the 5-year total shareholder return of 200.29% points to a very strong longer run for investors who stayed in. If Oracle’s recent pullback has you reassessing your tech exposure, it could be a good moment to scan for other software and AI names on your radar. Oracle’s recent pullback sits against annual revenue of US$61.0b, net income of US$15.4b and a mixed track record of returns. Is the current price a fresh entry point, or is the market already baking in future growth? Most Popular Narrative: 55.1% Undervalued At a last close of $174.90 versus a narrative fair value of $389.81, Oracle’s current price sits well below what this narrative implies, according to TickerTickle. The story of Oracle’s transformation is a narrative of strategic repositioning that has culminated in the company emerging as an indispensable infrastructure partner for the world’s most demanding Artificial Intelligence (AI) workloads. This strategic shift, defined by massive infrastructure investment, a landmark partnership with OpenAI, and the rise of colossal superclusters, has driven an unprecedented surge in its contract backlog, fundamentally reshaping Oracle’s long-term growth trajectory and competitive landscape. Curious how those mega AI contracts translate into that higher fair value? The narrative leans heavily on rapid cloud buildout, richer margins, and a future earnings profile more often associated with top tier platform leaders. Result: Fair Value of $389.81 (UNDERVALUED) However, that AI heavy story could be knocked off course if Oracle struggles to deliver new capacity fast enough or if hig...

亞馬遜計劃全球裁員1.6萬人，是三個月以來，第二輪大規模裁員。 集團指，今次裁員是架構重組的一部分，以解決疫情時期過度招聘問題，並擴大採用人工智能的範圍。 《路透》上周引述消息報道，亞馬遜計劃進行第二輪裁員，預計受影響部門涉及網絡服務、零售和人力資源。

Motti Sapir has upgraded Clover Health ( CLOV ) to a Buy, citing improving fundamentals and an underappreciated path to profitability. Meanwhile, Daniel Jones upgraded Kimberly-Clark ( KMB ) to a soft Buy as strategic transformation initiatives and the pending Kenvue acquisition strengthen its outlook. On the downgrade side, Dhierin Bechai has moved Tesla ( TSLA ) from Hold to Sell, pointing to persistent overvaluation and slow progress on autonomy targets. The Techie has also downgraded UnitedHealth Group ( UNH ) to Hold amid regulatory headwinds and margin compression concerns following a surprise Medicare Advantage rate proposal. Upgrades Clover Health Investments ( CLOV ): Upgrade Hold to Buy by Motti Sapir . The analyst believes the market has swung too negative on the stock, missing the clear turnaround coming in 2026 as older member cohorts become profitable. “I think CLOV finally looks like a real contrarian buy. Most investors are stuck on the recent losses and aren’t giving enough credit to the huge turnaround coming in 2026, or how steady the profits from older members will be. … I think the risk-reward now leans toward long-term buyers, as long as Clover delivers in the next year.” Kimberly-Clark ( KMB ): Upgrade Hold to soft Buy by Daniel Jones . The analyst highlights improving profitability metrics and attractive relative valuation, especially with potential synergies from the Kenvue acquisition. “From what I can see, the overall picture for shareholders of Kimberly-Clark is positive. Yes, revenue dropped recently. But organic revenue is up. Profits and cash flows are improving thanks to the initiatives that management has embarked on. … And while there is some risk associated with its purchase of Kenvue, even if synergies aren’t realized, the company is still relatively appealing.” Downgrades Tesla ( TSLA ): Downgrade Hold to Sell by Dhierin Bechai . The analyst argues that Tesla’s valuation remains inflated while execution on autonomy and robotics c...

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格隆汇1月28日｜现货黄金短线涨幅近20美元，现报5281.9美元/盎司；现货白银短线涨幅近1美元，现报115.17美元/盎司。

iQoncept/iStock via Getty Images As the first month of 2026 comes to an end this week and earnings season accelerates, below is a list of the top 10 consumer discretionary stocks with market capitalizations of $10B or more, ranked by their one-month price performance percentage. The list is topped by Lowe’s Companies ( LOW ), with an impressive one-month performance of 13.67%. Starbucks Corporation ( SBUX ) follows closely behind with a 13.22% gain, while TopBuild Corp. ( BLD ) secured the third position with an 11.35% increase. Rounding out the top five are eBay ( EBAY ) at 10.81% and Genuine Parts ( GPC ) at 10.55%. Notably, all stocks on this list currently carry a Quant Rating of Hold, indicating a neutral outlook from the quantitative rating system. Here is the list: Lowe’s Companies ( LOW ), 1 month performance percentage: 13.67% Starbucks ( SBUX ), 1 month performance percentage: 13.22% TopBuild ( BLD ), 1 month performance percentage: 11.35% eBay ( EBAY ), 1 month performance percentage: 10.81% Genuine Parts ( GPC ), 1 month performance percentage: 10.55% The Home Depot ( HD ), 1 month performance percentage: 10.51% AutoZone ( AZO ), 1 month performance percentage: 9.78% Texas Roadhouse ( TXRH ), 1 month performance percentage: 9.01% Ulta Beauty ( ULTA ), 1 month performance percentage: 8.86% O’Reilly Automotive ( ORLY ), 1 month performance percentage: 8.66% Consumer Discretionary ETFs: ( XLY ), ( VCR ), ( FXD ), ( FDIS ), ( RSPD ), and ( RXI ) More on consumer discretionary stocks Lowe's: Pace Of Recovery May Disappoint RSPD: Consumer Discretionary Dashboard For January Where To Find Outperformance In 2026 Oppenheimer sees strong start to earnings season as it favors growth sectors Under Armour tops the list of most shorted S&P 500 consumer discretionary stocks in December; Amazon among least shorted

But with three months to go, he was told he would not be eligible to graduate because he had not been awarded a grade for one course.

Company Logo Smart Toilet Market Smart Toilet Market · GlobeNewswire Inc. Dublin, Jan. 28, 2026 (GLOBE NEWSWIRE) -- The "Smart Toilet Market Report 2026" has been added to ResearchAndMarkets.com's offering. The report offers comprehensive insights, covering market size, regional distribution, competitive landscape, and emerging trends. The global smart toilet market is poised for noteworthy expansion, with projections indicating growth from $9.75 billion in 2025 to $10.76 billion in 2026, a compound annual growth rate (CAGR) of 10.4%. This surge is driven by increasing consumer emphasis on hygiene and comfort, enhanced bidet utilization, and the integration of advanced sensor technology. By 2030, market size is expected to reach $15.76 billion, maintaining a CAGR of 10%. Leading factors include the proliferation of IoT-enabled toilets, eco-friendly innovations, and advancements in AI-driven hygiene monitoring. Increased home remodeling and renovation activities are significant growth catalysts for the smart toilet sector. A notable example is projected U.S. spending on home improvements, forecasted to reach $485 billion in 2023, showcasing a 2.6% increase as reported by the Joint Center for Housing Studies of Harvard University. The adoption of smart toilets with features like automatic flushing and self-cleaning mechanisms appeals to homeowners aiming for enhanced comfort and hygiene amidst rising real estate prices. Product differentiation, especially in wellness monitoring, is becoming a crucial strategy among market players. Companies are incorporating health-monitoring technologies such as real-time electrolyte detection, enabling users to monitor hydration and track potential health issues. For instance, Synsol AG introduced a second-generation smart toilet in August 2023, featuring advanced health assessment capabilities like electrolyte and ECG monitoring. Key industry players include Panasonic Corporation, Midea Group Co. Ltd., Xiaomi Corporation, Haier Gro...

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核心要点 美元去年已出现显著贬值，而在美国总统唐纳德・特朗普坚称美元走势 “表现极佳” 后，美元汇率于本周二再度下跌。 自动数据处理公司 （ADP）首席经济学家内拉・理查森向美国消费者新闻与商业频道表示，美元贬值是一把 “双刃剑”，也反映出美国经济图景正 “出现裂痕”。 其他市场观察人士向该媒体表示，美元已进入熊市区间，且大概率将进一步走低。 市场观察人士本周三指出，美元已陷入熊市，有分析人士警示，走弱的美元对美国经济而言是一把 “双刃剑”。 本周二，美元遭遇自 4 月以来最惨烈的单日暴跌 —— 彼时特朗普发布的一系列所谓 “解放日” 声明，引发了知名的 “抛售美国资产” 交易潮。而此次美元大跌，发生在特朗普于艾奥瓦州向记者表示其认为美元 “表现极佳” 之后。 衡量美元对一篮子主要货币汇率的 美元指数 ，在 2025 年下跌超 9% 后，2026 年迄今又累计下跌 2.2%。 洲际交易所美元指数实时行情（美元） 长期以来，特朗普一直宣扬美元贬值对国际贸易的利好，还公开抨击那些通过干预外汇市场、压低本币对美元汇率的国家。 他在去年 7 月曾表示：“这话听上去可能不太好，但美元走弱能让美国赚得盆满钵满…… 远比美元走强时多。” 他还补充称， 理想 状态并非美元极度走弱，而是适度贬值。特朗普认为，美元走强会抑制旅游业发展，还会导致美国供应商 “卖不出任何东西”。 美元走弱确实能为美国本土经济带来提振 —— 例如，让美国商品对海外买家更具吸引力、推动出口增长，或是美国企业的海外收益兑换成美元时，账面价值得到提升。 尽管特朗普坚称美元贬值对美国而言是 “天大的好消息”，但货币走弱也伴随诸多负面影响 —— 比如进口商品价格上涨、投资者信心流失等。 一把 “双刃剑” 内拉・理查森本周三在接受美国消费者新闻与商业频道《欧洲财经早班车》节目采访时，将美元贬值称作一把 “双刃剑”。 她表示：“美元走弱固然能提升美国出口商品在海外的竞争力，但美元在本土的走弱，并非总能获得市场的信心支撑。”“而当下，这份信心尤为重要 —— 美国经济正面临诸多棘手问题，比如粘性通胀、高赤字高债务，以及在国内外发行美国国债的需求。” 理查森认为，美元贬值意味着 “美国经济的谜题” 变得愈发复杂。 她在谈及失业率、经济增速等数据时表示：“表面的经济数据无法反映全貌，尽管这些核心数据客观上表现强劲，但美元走弱恰恰...

da-kuk/E+ via Getty Images Investment thesis Ondas Holdings ( ONDS ) is now not just a drone company, it is an emerging defense autonomy platform. The company is moving from providing individual autonomous systems to providing mission-critical systems that are integrated and encompass air, ground, and counter-UAS. Why does this matter? Defense customers are moving from experimentation to standardization. The markets are moving slowly to repricing this change. I view Ondas as a roll-up platform that will benefit from consolidation in the fragmented autonomy market. I had ONDS on my watchlist for some time, and following a strong run, the recent pullback has created a more attractive entry point as the market reassesses the business during this transition phase. The Structural Shift: Why Autonomy Is Moving From Pilots to Programs In the past decade, autonomy has existed in pilot programs. It has had small contracts, limited deployments, and budgets that have been focused on proof of concept as opposed to permanence. That’s now behind us. Defense agencies are now operating in an environment where autonomous threats are constant rather than episodic. Drones are no longer interesting technologies that we should experiment with. Drones are now low-cost asymmetric threats that we must fight every day. When that mental shift happens, experimentation is no longer an option and doctrine must prevail. This is where I think Ondas' approach makes a lot of sense. Rather than competing for individual drone procurements, Ondas is shifting towards mission-critical workflows. Persistent surveillance, perimeter security, counter-UAS, logistics, and ground support are not single procurements, they’re multi-year procurements with constant upgrade and integration requirements. The financial impact of this shift is considerable. Ondas ended the most recent financial period with a revenue run rate of around $50 million , a significant acceleration from previous periods. What is perhaps mos...

Key Points UPS is handling far fewer low-margin Amazon packages, and it plans to reduce its dependence even further in 2026. While the move is hurting revenue, UPS is closing buildings, consolidating its network, and slashing its workforce to adjust to lower volumes. Revenue per package is rising as UPS focuses on higher-margin opportunities. 10 stocks we like better than United Parcel Service › Investors were not pleased with UPS (NYSE: UPS) in early 2025 when the company announced plans to reduce deliveries for Amazon by more than 50% by late 2026. The move would lead to a full-year revenue decline and force a broad restructuring of the company's delivery network to account for the reduction in package volume. With the plan now well underway, the stock market is finally getting on board. UPS stock rose on Tuesday morning after the company beat expectations for the fourth quarter and announced sweeping job cuts related to the Amazon wind-down. While UPS's revenue sank in the fourth quarter, the benefits of dumping Amazon are becoming apparent. 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 end of a one-sided arrangement In 2024, Amazon accounted for 11% of UPS's revenue but between 20% and 25% of U.S. network volume. Amazon was the company's largest customer, but not the most profitable. The low-margin Amazon packages helped fill UPS's planes and trucks, but they were hurting the company's profit margins. In 2025, UPS reduced Amazon volume by 1 million pieces per day. The plan for 2026 is to knock off another 1 million pieces per day, bringing the Amazon business down to a level that makes more economic sense for the company. UPS closed 93 buildings in the U.S. last year as part of this plan, consolidating its network into fewer facilities. These building closures, along with other initiatives, delivered $3.5 billion in cost savings. UPS eliminated 48,000 positions in 2025, ...

Aston Villa midfielder Youri Tielemans has been ruled out for up to 10 weeks to deepen their midfield injury crisis. The Belgium international, 28, came off in Sunday's 2-0 win at Newcastle with an ankle injury and checks have confirmed he is unlikely to return until April. He is the latest key midfielder for the side currently lying third in the Premier League to suffer a serious injury in recent weeks. John McGinn has been sidelined for two months and Boubacar Kamara is out for the season, both with knee injuries. Villa are close to signing their former midfielder Douglas Luiz on loan from Juventus to add cover. "Tielemans is eight to 10 weeks out," said manager Unai Emery on Wednesday. "Kamara is not going to play this season. McGinn is six to eight weeks out. "After those updates of those players we need to manage the centre midfield in the matches we are going to play." Emery described the move for Luiz, who played for Villa between 2019 and 2024, as "close". Another midfielder, Ross Barkley, who last played in November, is "coming back in a few days," Emery said. Defender Andres Garcia is set to be out for three weeks with a hamstring injury. Tammy Abraham joined Villa in an £18.5m deal on Tuesday and winger Leon Bailey has returned after spending the first half of the season on loan at Roma, while Donyell Malen signed for Roma earlier in the window. Villa host Red Bull Salzburg on Thursday in the Europa League at Villa Park having already qualified for the knockout stage.