Narcissus Studio/iStock Editorial via Getty Images I am assigning a Hold rating to HSBC Holdings ( HSBC ) stock. My rationale is that HSBC is having a once-in-a-generation shift from a global lender to a pan-Asian wealth integrator. The Hold thesis is based on the velocity of capital. By privatizing Hang Seng Bank, HSBC is trapping domestic liquidity and redeploying it into high-velocity fee-gener...
Narcissus Studio/iStock Editorial via Getty Images I am assigning a Hold rating to HSBC Holdings ( HSBC ) stock. My rationale is that HSBC is having a once-in-a-generation shift from a global lender to a pan-Asian wealth integrator. The Hold thesis is based on the velocity of capital. By privatizing Hang Seng Bank, HSBC is trapping domestic liquidity and redeploying it into high-velocity fee-generating Wealth and Trade business ( fee income +29% YoY ). The structural hedge ($585 billion) insulates the NII against falling rates. Moreover, AI deals (Mistral/Harvey) lower the cost to serve in mass-affluent banking. I am not ignoring the major risks to the thesis. The primary risk is a Collateral-Trade Lock as steep US tariffs ( Downside 2 scenario: 33% ) can continue to shrink global trade volumes and simultaneously depress HK commercial real estate values. Along with that, leaving HSBC with illiquid collateral that it cannot exit. Edge of Trapped Liquidity Integration Through Privatization The bullish catalyst I observe that is capable of driving HSBC’s stock price higher is the efficiency pace derived from the complete internalization of Hang Seng Bank’s [HSB] balance sheet. I am mainly targeting the arbitrage between HSB’s depressed efficiency ratio and HSBC’s global wholesale capabilities. I do not consider the $13.6 billion privatization primarily as a consolidation of earnings only. The value driver is in the unlocking of HSB’s $1.737 trillion customer deposit base. Mainly, the 50% growth in deposits is based on non-resident flows since January 2023. This privatization scales HSBC’s higher-margin cross-border wealth business. As of now, a capital inefficiency is there, as HSB’s excess liquidity is trapped within a separate listed entity. Thus, this liquidity is earning suboptimal returns relative to HSBC’s global deployment capabilities. By privatizing, HSBC can eliminate the minority interest leakage and gain friction-free access to redeploy HSB’s liquidity into...
jetcityimage/iStock Editorial via Getty Images General Motors Company ( GM )’s shares surged 8.75% on Tuesday to new all-time highs after the automaker beat analysts’ consensus estimates for fourth-quarter earnings by a large margin. The company benefited from strong sales results in its core gas-powered vehicle business and submitted an inspiring guidance for adjusted EBIT in FY 2026. General Mot...
jetcityimage/iStock Editorial via Getty Images General Motors Company ( GM )’s shares surged 8.75% on Tuesday to new all-time highs after the automaker beat analysts’ consensus estimates for fourth-quarter earnings by a large margin. The company benefited from strong sales results in its core gas-powered vehicle business and submitted an inspiring guidance for adjusted EBIT in FY 2026. General Motors is suffering headwinds in the EV segment in 2025, which led to a down-sizing of the automaker’s electric vehicle operations and $6.0B in charges in the fourth-quarter. Further, General Motors guided for significant capital returns in 2026, including a $6.0B stock buyback , and the company raised its dividend by 20%. From a valuation and capital return point of view, General Motors is a Buy despite trading near all-time highs. Data by YCharts Previous rating I rated shares of General Motors a strong buy in October -- Soaring Growth, Raised Outlook, And 6x P/E -- because the company had massive selling success with vehicles such as the Chevrolet Silverado and GMC Sierra pickup trucks which are among the best-selling vehicles in the U.S. The new capital return plan for GM makes shares attractive for investors, including at all-time highs, in my opinion. General Motors’ shares are still undervalued, and I believe the increased dividend will make the stock more appealing to investors from a capital return perspective. General Motors beat Q4 ’25 EPS expectations The automaker reported adjusted earnings of $2.51 per-share for the fourth-quarter which beat the consensus estimate by a solid $0.24 per-share. The revenue figure was published at $45.3B, which fell short of the consensus estimate by $740M. Seeking Alpha General Motors saw top line pressure in the fourth quarter due to consumers scaling back purchases of EV vehicles. In total, the automaker reported $45.3B in revenue for Q4 '25, showing a 5.1% year-over-year drop-off. Despite negative special items affecting General ...
Government proposals to overhaul England’s planning system fail to mention women or girls and ignore official recommendations to keep women safe made after the death of Sarah Everard, experts have told the Guardian. Draft planning proposals – published two days before the government’s strategy to tackle violence against women and girls (VAWG) – are likely to “embed risk and inequality” despite the...
Government proposals to overhaul England’s planning system fail to mention women or girls and ignore official recommendations to keep women safe made after the death of Sarah Everard, experts have told the Guardian. Draft planning proposals – published two days before the government’s strategy to tackle violence against women and girls (VAWG) – are likely to “embed risk and inequality” despite the strategy’s insistence that “design and planning are critical tools” in keeping women safe, MPs campaigners and urban planners have said. The VAWG strategy and part 2 of the Angiolini inquiry, commissioned after the murder of Everard – both published in the same month as the planning proposals – call for women’s safety to be embedded into the planning of public spaces. But the draft National Planning Policy Framework (NPPF), which sets out the government’s intent to massively increase housebuilding, has “no references whatsoever to women, girls, gendered safety, or violence against women in the built environment”, the Liberal Democrat MPs Anna Sabine and Gideon Amos said. In a letter to the housing minister Matthew Pennycook and the safeguarding minister Jess Phillips, as first reported in the Planner, they wrote: “Planning policy is one of the most powerful structural tools the state has to prevent harm before it occurs. If the NPPF is silent on gendered safety, we embed risk and inequality into the fabric of every new development.” When contacted by the Guardian about the letter, a Ministry of Housing, Communities and Local Government (MHCLG) spokesperson said: “The NPPF is a planning document. It sets out guidelines for housebuilding and planning in England. The VAWG strategy is about protecting women and girls from violence and misogyny.” They said it was “unclear as to why anyone would expect the two things to be combined” and therefore it was difficult to respond to the criticism. It is understood the ministers have not yet formally responded. It was, said Sabine, an ...
Today’s recipe began life as a way to use up garlic skins and herby leftovers, all of which contain a surprising amount of flavour, but it has evolved over time. Infused oil has countless uses – drizzle it over carpaccio, pasta or salad, use it to marinate meat, fish and vegetables, or simply as a dip for chunks of sourdough – and some of my favourites include lemon rind, garlic skin and rosemary;...
Today’s recipe began life as a way to use up garlic skins and herby leftovers, all of which contain a surprising amount of flavour, but it has evolved over time. Infused oil has countless uses – drizzle it over carpaccio, pasta or salad, use it to marinate meat, fish and vegetables, or simply as a dip for chunks of sourdough – and some of my favourites include lemon rind, garlic skin and rosemary; star anise, cacao and orange rind; and makrut lime leaf, lemongrass husk and coriander stems, which I found especially delicious drizzled over some noodles and pak choi. Freshly infused oils of this sort aren’t suitable for long storage, however, so use them up within a day to two. Kitchen scrap-infused olive oil As I look around my kitchen, I’ve got a two-year-old jar of remarkably tasty chillies gathering dust, a bowl of clementines (I think of citrus rinds as harbingers of incredible flavour, rich in essential oils and highly aromatic terpenes) and a small jar of long pepper, a pungent, complex spice that’s been sitting on my kitchen shelf for years without a purpose. When put together, however, and left to bubble gently on the hob, they fill my kitchen with a wildly aromatic and exotic aroma. Like many of my recipes, this one is simply a starting point to provide a bump of inspiration for you to get inventive and creative in the kitchen. Dig around in your cupboards and see what flavours are hiding in there just waiting to be revealed. Makes 250ml Assorted kitchen scraps – skins and offcuts from garlic, onion skins, chilli seeds, the outer leaves of leeks, celery leaves, spring onion tops, unwaxed organic orange and lemon peel, a sprig of thyme or rosemary 1-2 tsp whole spices (eg, star anise, cloves, cardamom; optional) 250ml extra-virgin olive oil Put a saucepan on a very low heat and add the kitchen scraps you’d like to infuse, ideally choosing a simple combination of two, three or four flavours that work well together, as well as the optional whole spices. Pour ove...
Just days before the Winter Olympics in Milano-Cortina, the young Team GB members who think nothing of flying 30ft in the air while spinning like gyroscopes have once again proved they have the X Factor. Last Friday, Mia Brookes, 19, soared to X Games gold in the snowboard slopestyle in Aspen. Zoe Atkin, 23, followed suit in the freeski superpipe nd before the weekend was through Kirsty Muir, 21, ...
Just days before the Winter Olympics in Milano-Cortina, the young Team GB members who think nothing of flying 30ft in the air while spinning like gyroscopes have once again proved they have the X Factor. Last Friday, Mia Brookes, 19, soared to X Games gold in the snowboard slopestyle in Aspen. Zoe Atkin, 23, followed suit in the freeski superpipe nd before the weekend was through Kirsty Muir, 21, added a third gold in the freeski slopestyle, along with a big air silver. All told it was a hugely successful time for GB Snowsport, with Charlotte Bankes winning her first World Cup snowboard cross event since breaking her collarbone in April in China the previous week. Little wonder, then, that Atkin is bullish about the British skiers’ and snowboarders’ chances in Italy. “We have a really strong team,” she says. “We have so many amazing snowsport athletes, like Mia, Kirsty and Charlotte, and we’re finding our stride at the perfect time.” That belief is shared by UK Sport, which forecasts Team GB could win up to eight medals, eclipsing the record five achieved in Sochi and Pyeongchang. If they do, strong performances from Atkins, Brookes, Muir and Bankes, along with the curlers and sliders, will be key. Four years ago, GB Snowsport expected to win a couple of medals at the Winter Games in Beijing, but left empty-handed. Soon afterwards they had their funding for the Milano-Cortina cycle cut by UK Sport, from £9.53m to £7.27m. The decision felt harsh, given Covid restrictions and Brexit meant British athletes had less time to prepare on the snow than many others. Beijing during lockdown was no picnic either. View image in fullscreen Snowboarder Mia Brookes shows off her slopestyle gold medal in Aspen. Photograph: Michael Reaves/Getty Images Vicky Gosling, the chief executive of GB Snowsport, says: “Having been in austere environments with my military background, I can tell you it felt hostile and austere when we arrived there. Everybody was in hazmat suits, wheeling us of...
That feat by the Beijing -based start-up , founded in March 2023, has raised questions about the efficacy of US policies – most notably, export controls on advanced semiconductors – to constrain China’s AI development efforts, said Kyle Chan, a fellow of the John L Thornton China Centre at the Washington-based think tank Brookings Institution “It seems that, for these Chinese start-ups, it was jus...
That feat by the Beijing -based start-up , founded in March 2023, has raised questions about the efficacy of US policies – most notably, export controls on advanced semiconductors – to constrain China’s AI development efforts, said Kyle Chan, a fellow of the John L Thornton China Centre at the Washington-based think tank Brookings Institution “It seems that, for these Chinese start-ups, it was just a matter of getting access to capital,” Chan said. “I wouldn’t have guessed that Chinese AI companies would continue to keep pace with their US peers as recently as a month or two ago.” Advertisement Moonshot was valued at US$4.3 billion after raising US$500 million in its latest Series C funding round in December, according to venture capital tracker ITJuzi. Investors include IDG Capital, Tencent Holdings and Alibaba Group Holding , owner of the South China Morning Post. Released on Tuesday, Kimi K2.5 scored just a handful of points behind the leading models of US heavyweights OpenAI Anthropic and Google DeepMind in comprehensive performance evaluations by Artificial Analysis, the third-party benchmarking firm said on Wednesday. Advertisement Like other Chinese AI firms, Moonshot publicly released the weights of its new model, meaning that developers around the world with the requisite hardware could freely download and customise the powerful 595-gigabyte model without paying for expensive subscriptions. The open-source nature of such a powerful model challenges the strategy of American AI companies that develop closed-source models, according to Chan.
AI spending and advancements have accelerated over the last few years, subsequently giving rise to the “Magnificent Seven," or Nvidia (NVDA), Microsoft (MSFT), Apple (AAPL), Alphabet (GOOGL), Amazon.com (AMZN), Meta Platforms (META), and Tesla (TSLA). These megacap stocks have accounted for a disproportionate share of market returns. It’s a major reason the large cap S&P 500 Index (SPX) has outper...
AI spending and advancements have accelerated over the last few years, subsequently giving rise to the “Magnificent Seven," or Nvidia (NVDA), Microsoft (MSFT), Apple (AAPL), Alphabet (GOOGL), Amazon.com (AMZN), Meta Platforms (META), and Tesla (TSLA). These megacap stocks have accounted for a disproportionate share of market returns. It’s a major reason the large cap S&P 500 Index (SPX) has outperformed the small cap Russell 2000 Index (RUT) for each of the past five years. The start of this year, however, has been different. The RUT has gained over 7% so far, compared to just over 2% for the SPX. Even more notably, the RUT outperformed the SPX for each of the first 14 trading days of the year. Last Friday, Jan. 23 was the first day of 2026 that the SPX had a better day than the RUT. In the analysis below, I examine similar streaks to see if the small-cap outperformance tends to persist, or if short- to medium-term mean reversion is more likely. Win Streaks: RUT vs. SPX We have RUT data going back to 1988, and the recent 14-day win streak for the RUT vs. the SPX is the second longest on record. The longest streak lasted 16 days and ended in May of 1996. The table below summarizes subsequent RUT returns beginning on the first day the SPX outperformed the RUT, following a RUT win streak of at least eight consecutive trading days. The data shows the RUT outperformance tends to continue, especially in the short term. In the month following the RUT win streaks, the index averaged a 2.72% return with 79% of the returns positive and most importantly, outperforming the SPX 74% of the time. By six months, the outperformance isn’t present with the RUT basically flat on average and beating the SPX just under half the time. iotwchart1jan27 The tables below show how the SPX performed after the same RUT win streaks as above. The SPX, like the RUT, outperformed its typical returns in the short term, averaging a one-month gain of 1.49% vs. 0.83% any time. Six months after these str...
One year after DeepSeek upended the U.S. markets, investors are bracing for what could be the next moment of reckoning out of China: A rapid and coordinated push to scale home-grown Nvidia rivals for artificial intelligence chips. In just the past two months, four startups, dubbed China's "four dragons," have already gone public or filed to: Moore Threads , MetaX , Biren, and Enflame. All four hel...
One year after DeepSeek upended the U.S. markets, investors are bracing for what could be the next moment of reckoning out of China: A rapid and coordinated push to scale home-grown Nvidia rivals for artificial intelligence chips. In just the past two months, four startups, dubbed China's "four dragons," have already gone public or filed to: Moore Threads , MetaX , Biren, and Enflame. All four help advance Beijing's broader strategy to beef up its domestic hardware stack and reduce reliance on the U.S. Meanwhile, established chip firms like Huawei and Cambricon are scaling quickly. At its annual Connect conference in September, Huawei outlined a three-year plan to overtake Nvidia. The tech giant has the experience to make it happen, having built up its global telecoms business, taking smartphone share from Apple inside China, and risen to the top tier of China's cloud market in just a few years. Read more CNBC tech news Apple, Google host dozens of AI 'nudify' apps like Grok, report finds Blockbuster social media trial kicks off, with more to come this year Meta inks deal to pay Corning up to $6 billion for fiber-optic cables in AI data centers TikTok blames data center outages for U.S. app problems, denies censorship claims But advanced chips are one of the hardest pieces of the AI stack to crack. Naveen Rao, CEO of the AI computing startup Unconventional AI, said that Chinese chips are still behind American companies, but that performance gap is closing. "It's getting better every generation. I think they're ramping their ability to produce chips and their ability to have each chip be almost similar performance now to Nvidia chips," Rao said. The pressure is being driven by Beijing itself, with hundreds of billions of dollars to bankroll its chip industry, according to Bloomberg, paired with the creation of demand, telling its own tech giants to use domestic chips. The other major advantage for China is in energy generation, one of the biggest bottlenecks in the A...
fcafotodigital/iStock Unreleased via Getty Images Co-authored by Kody's Dividends Dory, the blue tang fish from Finding Nemo and the sequel Finding Dory, had a life motto: Just keep swimming. Just keep swimming, swimming, swimming, swimming. For Americans, 59% are within $1000 of complete financial calamity . Canadians are even worse off, with 50% within only $200 of financial calamity . Poor savi...
fcafotodigital/iStock Unreleased via Getty Images Co-authored by Kody's Dividends Dory, the blue tang fish from Finding Nemo and the sequel Finding Dory, had a life motto: Just keep swimming. Just keep swimming, swimming, swimming, swimming. For Americans, 59% are within $1000 of complete financial calamity . Canadians are even worse off, with 50% within only $200 of financial calamity . Poor saving habits, financial struggles, and tough economic conditions have beaten down the majority of people. The vast majority of Canadians, Americans, and consumers around the globe have been trained to use a debit card or a credit card for their spending activity. When you visit a store, it used to be that using a credit card took longer than handing someone cash and getting some change. Cards, however, have become a significantly faster transactional proposition now than cash or checks. Many of us simply tap our card at the register or our smartphone or smartwatch to complete a transaction. This transaction travels through Visa, Mastercard, or one of the other payment rails that are available for credit transactions or debit-based transactions. These types of transactions have been getting all sorts of headlines regarding the fees that are charged and ideas to try to drive competition. Yet if we believe in a consumer-driven market, then the consumer should really decide which payment option they're going to use. You do that by signing up for different types of debit and credit cards using different payment rail options, like Visa and Mastercard. I don't pick based on the brand of the card. I pick based on the rewards they provide. Previously, we covered Visa as an excellent opportunity to enjoy wonderful dividends in total returns from consumer activity all around us. Today, I want to dive into the other major option in this sector. Master The Consumer Market Mastercard Q3 2025 Earnings Presentation Mastercard ( MA ) is the world's second-biggest publicly traded payment proces...
TEL AVIV, Israel, Jan. 28, 2026 /PRNewswire/ -- MySize Inc. (NASDAQ: MYSZ), a global fashion technology company focused on data-driven commerce platforms, today announced that its circular fashion subsidiary, Percentil, has expanded the distribution of second-hand fashion items in Europe through Amazon's marketplace, starting with Spain. MySize Logo The collaboration is already live, with curated ...
TEL AVIV, Israel, Jan. 28, 2026 /PRNewswire/ -- MySize Inc. (NASDAQ: MYSZ), a global fashion technology company focused on data-driven commerce platforms, today announced that its circular fashion subsidiary, Percentil, has expanded the distribution of second-hand fashion items in Europe through Amazon's marketplace, starting with Spain. MySize Logo The collaboration is already live, with curated second-hand apparel, footwear, and accessories currently listed on Amazon Spain and inventory volumes increasing gradually. By leveraging Amazon's marketplace, Percentil gains access to a broad base of European consumers while retaining full operational control over sourcing, quality standards, pricing, and inventory selection. The European second-hand apparel market is estimated to represent a €30–40 billion opportunity[1] and continues to grow faster than the primary apparel market[2], driven by increasing consumer adoption of circular fashion and online marketplaces. Spain represents an attractive entry point for this expansion, with Amazon used annually by more than 90% of Spanish online shoppers[3]. "This initiative allows us to expand demand efficiently while remaining disciplined on capital and operations," said Ronen Luzon, Chief Executive Officer of MySize Inc. "Amazon provides incremental reach and liquidity for selected inventory, while Percentil continues to prioritize its proprietary marketplace as its core strategic channel." At launch, Percentil has more than 100,000 authenticated and processed second-hand items available within its existing infrastructure that can be selectively allocated to Amazon. The company has processed over 12 million items historically and managed inventory from more than 70,000 fashion brands, enabling flexible allocation across multiple sales channels. Percentil's own marketplace, percentil.com, remains the company's primary sales platform. The Amazon marketplace serves as a complementary distribution channel designed to improve inv...
AI can be a force for good in climate and technology, says Rama Variankaval, Global Head of Corporate Advisory at JPMorgan. In this episode of ESG Currents, Variankaval joins Bloomberg Intelligence Senior ESG Analyst Shaheen Contractor to examine the sustainability themes likely to shape corporate strategy in 2026 and beyond, including AI, energy and adaptation. They discuss how boards are navigat...
AI can be a force for good in climate and technology, says Rama Variankaval, Global Head of Corporate Advisory at JPMorgan. In this episode of ESG Currents, Variankaval joins Bloomberg Intelligence Senior ESG Analyst Shaheen Contractor to examine the sustainability themes likely to shape corporate strategy in 2026 and beyond, including AI, energy and adaptation. They discuss how boards are navigating green investments amid tighter capital conditions, changing risk perceptions and the collision b
NuGear™ chiplet families have been focused on differentiating scale-up network connectivity, targeting 1.6T to 12.8Tbps link bandwidths, addressing the most demanding AI accelerator and memory expansion architectures where latency, power, and reliability constraints dominate system performance when complemented with various optical engines. Next-generation NuLink™ C2C: Next-generation 32G-64Gbps s...
NuGear™ chiplet families have been focused on differentiating scale-up network connectivity, targeting 1.6T to 12.8Tbps link bandwidths, addressing the most demanding AI accelerator and memory expansion architectures where latency, power, and reliability constraints dominate system performance when complemented with various optical engines. Next-generation NuLink™ C2C: Next-generation 32G-64Gbps single-ended (NuLink-XS) and 224Gbps differential with emerging 448G (NuLink-XD) SerDes technologies designed for connectivity beyond a package, linking multiple packages, or modules across substrates, boards, or systems. NuLink-X family extends Eliyan’s interconnect solutions to support large-scale, disaggregated AI systems that require extreme bandwidth density at ~2x energy efficiency of alternative solutions. Silicon-proven NuLink™ D2D at 64G, deployed and validated more than two years ahead of the broader industry, covering next-generation memory interconnects. This includes the emerging SPHBM4e standard, recently announced by JEDEC , which is capable of supporting next-generation HBM5 bandwidths on standard packaging, further underscoring the company’s ability to execute ahead of industry standardization timelines. This funding marks a key milestone as Eliyan advances the commercialization of its NuLink™ PHY and NuGear™ chiplet families, designed to overcome the memory- and I/O-wall limitations that constrain scalability, power efficiency, and cost in next-generation AI systems. The participation of these strategic partners represents a strong vote of confidence in Eliyan’s mission to enable scalable, power-efficient computing architectures required for the next wave of AI and advanced computing workloads. As AI systems scale beyond single packages and monolithic modules, interconnect requirements increasingly span both on-package die-to-die links and off-package, chip-to-chip and rack-to-rack connectivity. SANTA CLARA, Calif., January 28, 2026 --( BUSINESS WIRE )-- El...
Launch includes first-of-its-kind loyalty and discount extensions for Google’s Universal Commerce Protocol (UCP), enabling AI agents to understand brand incentives BERLIN, January 28, 2026--(BUSINESS WIRE)--Talon.One, the leading incentives platform powering promotions and loyalty for 300 global enterprise brands, today announced the launch of its Unified Incentives Protocol (UIP), a new set of pl...
Launch includes first-of-its-kind loyalty and discount extensions for Google’s Universal Commerce Protocol (UCP), enabling AI agents to understand brand incentives BERLIN, January 28, 2026--(BUSINESS WIRE)--Talon.One, the leading incentives platform powering promotions and loyalty for 300 global enterprise brands, today announced the launch of its Unified Incentives Protocol (UIP), a new set of platform-agnostic standards designed to surface promotions and loyalty incentives across AI agent-based shopping experiences. With agentic commerce expected to capture up to 20% of market share in the US alone by 2030, brands will need to ensure their incentives strategies are fully visible and intelligible to shopping agents. UIP addresses this need by communicating incentives such as loyalty programs, promotions, discounts and rewards to agents in a standardized, machine-readable format. UIP is designed to help businesses succeed in agentic commerce by: Driving product and brand discoverability by surfacing incentives where AI agents search and compare Enabling new forms of engagement by treating agents as a core omnichannel touchpoint Delivering real value for both humans and their agents, without resorting to unsustainable price competition Christoph Gerber, CEO of Talon.One, commented, "Agentic commerce represents a fundamental shift in how customers discover and choose brands. In this new reality, incentives will be a core part of how value is communicated to AI agents. With the Unified Incentives Protocol, we’re giving businesses the standards they need to remain discoverable, differentiated and competitive in agent-based commerce. "For example, imagine Gemini recommending Brand A over Brand B, not just on price or preference, but because the purchase would earn the shopper 200 loyalty points and unlock Gold tier status. Incentives become an integral part of the agent’s decision-making logic, not an afterthought – and brands avoid resorting to a race to the bottom." Lo...
Lenovo pitches the ThinkPad P14s Gen 6 (starts at $1,549; $1,799 as tested) laptop as a 14-inch mobile workstation, but it's hard to justify that claim because of one big flaw: no dedicated graphics. In practice, the AMD-based P14s is essentially a premium business laptop. And make no mistake, it does well in that role, providing a superb keyboard, optional OLED display, ample connectivity, long b...
Lenovo pitches the ThinkPad P14s Gen 6 (starts at $1,549; $1,799 as tested) laptop as a 14-inch mobile workstation, but it's hard to justify that claim because of one big flaw: no dedicated graphics. In practice, the AMD-based P14s is essentially a premium business laptop. And make no mistake, it does well in that role, providing a superb keyboard, optional OLED display, ample connectivity, long battery life, and snappy Ryzen AI performance with Copilot+ support. As a workstation, though, it simply cannot live up to that classification, and that's what the ThinkPad P-series laptops are supposed to be. The Radeon integrated graphics processor (IGP) struggles in 3D and GPU-accelerated workloads, making the P14s a poor fit for professionals who need even entry-level workstation capability. For an even higher-quality ultraportable, look to the Editors' Choice award-winning Lenovo ThinkPad X9 14 Aura Edition. For a proper 14-inch mobile workstation, look to the pricier but genuinely powerful HP ZBook Ultra G1a 14. Configurations: Strong CPUs, Weak Graphics Aimed at moderate content creation, the ThinkPad P14s Gen 6 starts with a six-core AMD Ryzen AI 5 Pro 340 processor, 16GB of DDR5 memory, a 512GB PCIe Gen4 M.2 solid-state drive, and the basic 1200p display option for $1,549. However, this configuration isn't widely available at the time of publishing. Our tested model maintains the same RAM and SSD capacities, but bumps up the processor to the eight-core Ryzen AI 7 Pro 350. (You can find our tested configuration at B&H Photo for $1,799 at the time of publishing.) Lenovo.com itself sells configurations with the 350 chip starting at $2,079 list (minus ever-varying discounts), but with twice the RAM and SSD capacity. Finally, Lenovo also sells a 12-core Ryzen AI 9 HX Pro 370 option for $2,799 to start, which is configurable from there up to 96GB of RAM and a 2TB SSD for $3,157. (Credit: Joseph Maldonado) Whichever one you choose, though, the Pro chips add enterprise-grad...
(RTTNews) - Monro, Inc. (MNRO) released a profit for its third quarter that Increases, from the same period last year The company's earnings totaled $11.14 million, or $0.35 per share. This compares with $4.58 million, or $0.15 per share, last year. Excluding items, Monro, Inc. reported adjusted earnings of $5.03 million or $0.16 per share for the period. The company's revenue for the period fell ...
(RTTNews) - Monro, Inc. (MNRO) released a profit for its third quarter that Increases, from the same period last year The company's earnings totaled $11.14 million, or $0.35 per share. This compares with $4.58 million, or $0.15 per share, last year. Excluding items, Monro, Inc. reported adjusted earnings of $5.03 million or $0.16 per share for the period. The company's revenue for the period fell 4.0% to $293.39 million from $305.77 million last year. Monro, Inc. earnings at a glance (GAAP) : -Earnings: $11.14 Mln. vs. $4.58 Mln. last year. -EPS: $0.35 vs. $0.15 last year. -Revenue: $293.39 Mln vs. $305.77 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Starbucks Corporation ( SBUX ) traded higher in early action after issuing its first-quarter earnings report. The Seattle-based company recorded its second straight quarter of positive comparable sales after a streak of seven quarters in negative territory. Global comparable store sales were up 4% vs. +2.0% consensus, driven by a 3% increase in comparable transactions and a 1% increase in average ...
Starbucks Corporation ( SBUX ) traded higher in early action after issuing its first-quarter earnings report. The Seattle-based company recorded its second straight quarter of positive comparable sales after a streak of seven quarters in negative territory. Global comparable store sales were up 4% vs. +2.0% consensus, driven by a 3% increase in comparable transactions and a 1% increase in average ticket. U.S. comparable store sales were up 4% during the quarter, driven by a 3% gain in comparable transactions and a 1% increase in average ticket. The U.S. comparable sales tally topped the consensus expectation for a gain of 1.9%. International comparable store sales increased 5%, driven by a 3% increase in comparable transactions. China comparable store sales were up 7% during the quarter, as a 5% increase in comparable transactions and a 2% increase in average ticket factored in. Consolidated net revenue was up 6% to $9.9 billion. Non-GAAP operating margin contracted 180 basis points year-over-year to 10.1% of sales. Operating margin plunged in the North America segment to 11.9% from 16.7% in the prior year, primarily driven by labor investments supporting "Back to Starbucks" and inflationary pressures, primarily driven by tariffs and elevated coffee pricing. Non-GAAP EPS was reported at $0.56 vs. $0.59 consensus and $0.69 a year ago. The company opened 128 net new stores in FQ1, ending the period with 41,118 stores: 52% company-operated and 48% licensed. At the end of FQ1, stores in the U.S. and China comprised 61.1% of the company’s global portfolio, with 16,911 and 8,011 stores in the U.S. and China, respectively. "Our Q1 results demonstrate our 'Back to Starbucks' strategy is working, and we believe we're ahead of schedule," stated CEO Brian Niccol. "It's great to see the sales momentum driven by more customers choosing Starbucks more often, and this is just the beginning," he added. On the guidance front, Starbucks ( SBUX ) expects global and U.S. comparable sto...
Elevance Health ( ELV ) declares $1.72/share quarterly dividend , 0.6% increase from prior dividend of $1.71. Forward yield 2.13% Payable March 25; for shareholders of record March 10; ex-div March 10. The company raised its quarterly dividend by 0.6% after paying a quarterly dividend of $1.71 in each of the previous 4 quarters. See ELV Dividend Scorecard, Yield Chart, & Dividend Growth. More on E...
Elevance Health ( ELV ) declares $1.72/share quarterly dividend , 0.6% increase from prior dividend of $1.71. Forward yield 2.13% Payable March 25; for shareholders of record March 10; ex-div March 10. The company raised its quarterly dividend by 0.6% after paying a quarterly dividend of $1.71 in each of the previous 4 quarters. See ELV Dividend Scorecard, Yield Chart, & Dividend Growth. More on Elevance Health Elevance Health: The Potential Turnaround The Market Isn't Pricing In Elevance Health, Inc. (ELV) Presents at UBS Global Healthcare Conference 2025 Transcript Elevance Health is the latest health insurer to face 2026 revenue decline Elevance Health reports mixed Q4 results; initiates FY26 outlook Seeking Alpha’s Quant Rating on Elevance Health