Key Stats for AMD Stock Past-Week Performance: 12% 12% 52-Week Range: $76 to $267 $76 to $267 Valuation Model Target Price: $401 $401 Implied Upside: 55% over 1.9 years Before reacting to Bernstein’s price-target raise, check whether AMD’s recent 12% move already reflects AI expectations using TIKR’s Valuation Model for free → What Happened? Advanced Micro Devices (AMD) stock rose about 12% over the past week, trading near the $250 level as shares extended gains following a strong rally earlier this month. Last week’s move followed Bernstein raising its price target to $225 from $220, reflecting increased confidence in AMD’s AI execution. Bernstein acknowledged progress in AMD’s AI roadmap while noting customer concentration risk, with OpenAI currently the only sizable Helios server customer. The brokerage also highlighted that the OpenAI ramp begins later this year, reducing pressure on near-term AI revenue expectations despite longer-term optimism. Bernstein’s note left AMD’s guidance, demand trends, and long-term outlook unchanged. The move reflects a recalibration of expectations rather than a deterioration in the underlying business, following reinforcement of the existing AI narrative. AMD Guided Valuation Model (TIKR) Before reading further, check whether AMD’s post-move valuation still hinges on customer expansion beyond OpenAI using TIKR for free → Is AMD Stock Fairly Valued Right Now? Under the valuation model shown, the stock is modeled using: Revenue Growth: 34.3% 34.3% Operating Margins: 27.4% 27.4% Exit P/E Multiple: 34.5x Under valuation model assumptions through 2027, AMD outcomes depend on execution across growth, margins, and valuation inputs. The model assumes 34.3% revenue CAGR, 27.4% operating margins, and a 34.5x exit P/E multiple by 2027. Based on these inputs, the model estimates a $401 target price, implying 54.6% total upside, or 25.2% annualized returns. Execution depends on sustained AI-driven demand, customer expansion beyond OpenAI, pri...

United Parcel Service ( UPS ) announced on its earnings conference call on Tuesday that the shipping giant plans to eliminate an additional 30,000 jobs this year as part of the winding down of its partnership with Amazon ( AMZN ). CFO Brian Dykes highlighted that UPS ( UPS ) plans to reduce total operational hours by approximately 25M associated with the Amazon ( AMZN ) business decline. "This will be accomplished through attrition, and we expect to offer a second voluntary separation program for full-time drivers," stated Dykes on the job eliminations. UPS ( UPS ) is intentionally shrinking its Amazon ( AMZN ) exposure by more than 50% by late 2026 under a new agreement, with a goal to trade volume for mix and margin improvement. Notably, UPS ( UPS ) and Amazon ( AMZN ) have an agreement in principle to cut Amazon packages flowing through UPS’ network by more than 50% by the second half of 2026. UPS ( UPS ) management calls the arrangement a “glide down” of the business, not a full breakup. Shares of UPS ( UPS ) were up 1.9% in Tuesday morning trading. More on UPS United Parcel Service, Inc. 2025 Q4 - Results - Earnings Call Presentation UPS Is Out Of The Hole, And My Portfolio (Downgrade) United Parcel Services: Valuation, Fundamentals, And Technicals Are Unitedly Buy UPS gains after topping earnings expectations; FedEx higher also UPS Non-GAAP EPS of $2.38 beats by $0.18, revenue of $24.5B beats by $490M

She has based ballets on Frida Kahlo, Coco Chanel and Eva Perón. So Annabelle Lopez Ochao was well placed to take on the passionate, complicated figure of Anne Lister A couple dance across the studio, their movements formal, the mood resigned. The man pulls his partner towards him but she spins away, landing face to face with another woman. Now the two women dance and everything is different: bright and playful as their eyes meet. It ends in a clinch behind a bookcase. The great love is not between the woman, Mariana, and her husband, but between Mariana and Anne Lister, also known as Gentleman Jack. I’m watching this play out in a rehearsal room at Northern Ballet in Leeds, where choreographer Annabelle Lopez Ochoa is in the midst of creating a ballet version of Gentleman Jack, as popularised in Sally Wainwright’s hit TV series (Wainwright is a consultant on the ballet). Lister was a 19th-century landowner running her family’s estate in Halifax, but is better known for the diaries that revealed her passionate lesbian love affairs and for boldly living an unconventional life for the times. Continue reading...

格隆汇1月27日｜官方数据显示，截至1月23日，欧盟2025/26年度玉米进口量为963万吨，上年同期为1168万吨。

jetcityimage/iStock Editorial via Getty Images Starbucks’ ( SBUX ) first-quarter earnings on January 28 are expected to show improving sales trends, while margins and earnings likely remain pressured due to investments. The company is expected to post earnings of $0.59 per share on revenue of $9.65B, which translates to a nearly 3% year-on-year rise. Analysts at UBS have projected first-quarter same-store sales growth of 3% in North America, including ticket growth of 1% and transactions of 2%. Same-store sales were likely uplifted following recent store closures, they added. The brokerage has projected FY26 North America same-store sales of 3.9%. UBS expects the company’s ‘Back to Starbucks’ plan to support growth. It will also be tracking the progress of Starbucks’ 'Green Apron Service' model, with the expectation for further improvement in service and better customer and staff experience. It expects to see a transaction improvement in FY26 driven by contributions from menu innovation, including Protein Latte and Cold Foam Drinks, marketing events like Red Cup Day, and a solid pipeline of new menu items and marketing like the Kardashian Khloud Popcorn partnership and Beast Games. Over the last 3 months, EPS estimates have seen 2 upward revisions and 17 downward moves, and revenue estimates have seen 6 upward revisions and 11 downward moves. Over the last 2 years, Starbucks has beaten EPS estimates 13% of the time and has beaten revenue estimates 38% of the time. On a YTD basis, the stock has appreciated by over 14% compared to a 1.53% rise in the broader markets. More on Starbucks 'The King Is Naked': Uncomfortable Truths About Starbucks' Dividend (Earnings Preview) Starbucks: China Sale And U.S. Comps Improvement Are Encouraging (Rating Upgrade) Starbucks: Closing Underperforming Stores Is A Step In The Right Direction Earnings week ahead: TSLA, META, MSFT, AAPL, T, BA, V, MA, GM, CVX, XOM, and more Starbucks Investor Day and FQ1 to spotlight turnaround progress

WSJ’s Take On the Week co-hosts Telis Demos and Miriam Gottfried dive into the companies they are watching this peak week in earnings season: Our hosts highlight some rising and not-so-rising stars in the artificial-intelligence story: Seagate Technology and Meta Platforms, which are due to post earnings on Tuesday and Wednesday, respectively.

Aree Sarak/iStock via Getty Images The following segment was excerpted from the Wasatch Core Growth Fund Q4 2025 Commentary. Shift4 Payments, Inc. ( FOUR ) was the largest detractor from Fund performance for the fourth quarter. A longtime holding in many of our small cap funds, Shift4 is a U.S. company that provides payment processing solutions for hospitality, retail and e‑commerce businesses. Fundamentals for the company remain solid, in our view. But the stock was down after a competitor reported disappointing results, raising concerns for the industry. While there are concerns that consumer spending could soften and affect some of Shift4’s end markets, we still like the firm’s long-term growth potential. Trex Co., Inc. ( TREX ) was also a large detractor. Trex manufactures high-performance, low-maintenance composite decking, railing, and related outdoor living products. The stock was down sharply in November after the company reported third quarter earnings that were short of market expectations. In addition, management offered disappointing guidance for the fourth quarter, pointing to a weaker housing market and softer consumer spending on home improvement as the reasons. While the company is facing some current challenges, we still view Trex as a high-quality business. We’re doing more due diligence on the company, but we still like its position as the largest company in a market that is largely a duopoly. Certara, Inc. ( CERT ) also detracted. The company develops highly technical biosimulation and modeling software that biopharmaceutical companies use for drug development. Certara's software covers the full drug development process—from discovery to regulatory and market access—but is primarily focused on the pre- through post-clinical trial phases. The stock was down after management reported earnings. An announcement that the company was appointing a new CEO also weighed on the stock. Certara may be facing some near-term challenges, but we continue to like...

As of January 27, 2026, Microsoft Corporation (NASDAQ: MSFT) stands not merely as a software giant, but as the foundational utility for the burgeoning intelligence economy. On the eve of its fiscal second-quarter 2026 earnings report, the company finds itself at a pivotal juncture. Having successfully transitioned from the "Cloud First" era of the 2010s to the "AI First" era of the early 2020s, Microsoft is now pioneering the "Agentic Era." The focus of investors has shifted from simple generative chatbots to sophisticated autonomous agents—autonomous software entities capable of executing complex workflows without human intervention. Central to this strategy is the newly rebranded "Microsoft Foundry," a comprehensive AI infrastructure and development platform that has become the third pillar of the company’s business alongside Microsoft 365 and Azure. Coupled with a historic breakthrough in quantum computing via the Majorana-1 chip, Microsoft is attempting to lock in its technological dominance for the next several decades. Historical Background Founded in 1975 by Bill Gates and Paul Allen, Microsoft’s history is a three-act play of dominance, stagnation, and rebirth. The first act, defined by the Windows operating system and the Office suite, saw Microsoft achieve a near-monopoly on the personal computing market, though it ended with bruising antitrust battles in the late 1990s. The second act, the Steve Ballmer era (2000–2014), was a period of financial growth but missed opportunities in mobile and search, often described as a "lost decade" for innovation. The third and current act began in 2014 with Satya Nadella. Under Nadella, Microsoft executed one of the most successful corporate turnarounds in history, pivoting to the Azure cloud platform and adopting an open, collaborative stance toward competitors and open-source software. In late 2022, the partnership with OpenAI marked the beginning of Microsoft’s aggressive push into Generative AI. By 2024, the company...

Conference Board Consumer Confidence Crashes To 12 Year Lows After Boomers and Gen X dragged The Conference Board Confidence measure down to eight month lows to end 2025 , expectations were for a rebound to start 2026. But, reality was far worse with the headline plunging from 94.2 (revised up from 89.1) to 84.5 (well below the 91.0 expected) - the lowest since May 2014. The Present Situation Index - based on consumers’ assessment of current business and labor market conditions - plummeted by 9.9 points to 113.7 in January (from an upwardly revised 123.6). The Expectations Index - based on consumers’ short-term outlook for income, business, and labor market conditions - tumbled to 65.1 (from 74.6). Source: Bloomberg The Expectations Index has now tracked under 80 for 12 consecutive months, the threshold below which the gauge signals recession ahead. “Confidence collapsed in January, as consumer concerns about both the present situation and expectations for the future deepened,” said Dana M Peterson, Chief Economist, The Conference Board . “All five components of the Index deteriorated, driving the overall Index to its lowest level since May 2014 (82.2)—surpassing its COVID-19 pandemic depths.” Among demographic groups, confidence on a six-month moving average basis dipped for all age groups in January, although consumers under 35 continued to be more confident than consumers age 35 and older. Confidence among all generations trended downward in the month, but Gen Z remained the most optimistic of all generations surveyed. By income , confidence on a six-month moving average basis ticked downward for all brackets, and consumers earning less than $15K remained the least optimistic among all income groups. Consumer confidence continued to fade in January among all political affiliations, with the sharpest decline among Independents. Peterson added: “ Consumers’ write-in responses on factors affecting the economy continued to skew towards pessimism. References to prices...

“Peak casual” is over — and loafers are back, Bloomberg Opinion columnist Andrea Felsted says. (Source: Bloomberg)

意大利西西里岛发生山体滑坡，导致地面裂开长达四公里，场面骇人。 （路透社） 意大利西西里岛发生山体滑坡，导致地面裂开长达4公里，迫使超过1000人紧急疏散。 法新社报道，这起事件发生在上星期天（1月25日），地点是南部山城尼斯切米（Niscemi），所幸没有任何人受伤。 尼斯切米的市长孔蒂星期一（26日）说，由于连日降雨，该地区持续湿润，导致地面继续滑落。“情况仍在恶化，因为我们记录到了更多坍塌。” 当地视频机构Local Team星期一拍摄的画面显示，现场出现一条巨大裂缝，周围房屋摇摇欲坠，山体滑坡也掩埋下方通往城镇的道路。 意大利民防部门说，山体滑坡方圆四公里内，所有居民都已疏散。 意大利星期一宣布西西里岛、撒丁岛和卡拉布里亚南部地区进入紧急状态。 上周，西西里岛沿海地区遭受“哈里”风暴袭击，沿海道路和居民住宅受损。

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高盛（GS）将2026年四季度铝价预测从2350美元上调至2500美元，但维持2027年铝价预测在2400美元不变。高盛（GS）上调2026年上半年伦敦金属交易所(LME)铝价预测，从每吨2575美元上调至3150美元。高盛（GS）：将2026年铝市场供应过剩预期小幅下调至80万吨，此前为110万吨；维持2027年供应过剩预期在160万吨；并将2028年供应过剩预期从125万吨上调至230万吨。(财联社)

New York, January 27, 2026, 09:32 (EST) — Regular session Microsoft shares gained roughly 1% in early trading as investors gear up for the fiscal Q2 earnings report due Jan. 28 Attention shifts to Azure’s expansion, AI investment, and capacity following Microsoft’s reveal of its Maia 200 in-house AI chip Markets are navigating a packed earnings schedule alongside a Federal Reserve meeting poised to impact major growth stocks Microsoft shares edged up roughly 0.9% to $470.28 in early U.S. trade Tuesday, as investors stayed cautious yet engaged ahead of a packed week of key events. Microsoft is set to release its fiscal second-quarter earnings on Wednesday, with a conference call scheduled later the same day. Investors usually watch these events closely for updates on cloud growth and spending strategies. (Microsoft) This matters because Microsoft is right at the heart of the market’s AI play: heavy spending on chips and data centers, while investors demand clearer returns and steadier guidance. Microsoft and Meta report earnings on Wednesday, kicking off a key stretch for mega-caps that have fueled much of the market rally. Investors are zeroed in on Azure, Microsoft’s cloud unit, after Reuters cited LSEG forecasts of 38.8% growth this quarter — a dip from last quarter’s 40% surge. Microsoft has also flagged AI capacity limits lasting through June. “The first-mover advantage doesn’t always win the marathon,” said David Wagner, head of equities at Aptus Capital Advisors. CEO Satya Nadella added a cautionary note, saying AI’s benefits must be “much more evenly spread” for it to avoid becoming a bubble. (Reuters) Microsoft reported results after unveiling the second generation of its AI chip, the “Maia 200.” The company said the chip is going live this week in an Iowa data center, with a second site planned for Arizona. To challenge Nvidia’s longstanding edge with its CUDA developer software, Microsoft plans to pair Maia 200 with new tools — including the open-source Tr...

Image source: The Motley Fool. Jan. 27, 2026, at 8:30 a.m. ET Call participants Chief Executive Officer — Mary Barra Chief Financial Officer — Paul Jacobson Chief Financial Officer, GM Financial — Susan Sheffield Takeaways EBIT adjusted (full-year) -- $12.7 billion, reaching the high end of the provided guidance range. -- $12.7 billion, reaching the high end of the provided guidance range. Adjusted automotive free cash flow (full-year) -- $10.6 billion, with a year-end cash balance of $21.7 billion. -- $10.6 billion, with a year-end cash balance of $21.7 billion. Total shareholder returns -- 54% for 2025, attributed to strong operational execution and capital allocation. -- 54% for 2025, attributed to strong operational execution and capital allocation. North America market share -- Achieved the highest level in a decade, with four consecutive years of growth. -- Achieved the highest level in a decade, with four consecutive years of growth. Dealer inventory (year-end) -- 48 days, below the 50- to 60-day target, supporting pricing discipline and cash generation. -- 48 days, below the 50- to 60-day target, supporting pricing discipline and cash generation. Gross tariff costs (2025) -- $3.1 billion, below the forecasted $3.5 billion to $4.5 billion, driven by self-help initiatives and policy action. -- $3.1 billion, below the forecasted $3.5 billion to $4.5 billion, driven by self-help initiatives and policy action. Tariff cost offset (2025) -- Over 40% of gross tariff costs were offset through go-to-market actions, footprint adjustments, and cost reductions. -- Over 40% of gross tariff costs were offset through go-to-market actions, footprint adjustments, and cost reductions. EV-related charges (Q3 and Q4) -- $7.6 billion in total restructuring charges, with $4.6 billion expected to settle in cash. -- $7.6 billion in total restructuring charges, with $4.6 billion expected to settle in cash. North America EBIT adjusted margin (Q4) -- 6.1%, with full-year guidance sugge...

文章提及标的 美元指数 -- 美元指数走低，现跌0.70%，报96.37点，为2025年9月以来最低。

As of January 27, 2026, Tesla Inc. (NASDAQ: TSLA) finds itself at a defining inflection point. Once the undisputed champion of the global electric vehicle (EV) revolution, the company is currently navigating a "Great Reset." After a fiscal year 2025 characterized by the first consecutive decline in annual delivery volumes and a dramatic shift in the U.S. regulatory landscape, Tesla is no longer just an automaker in the eyes of its leadership or its most ardent investors. It is an AI and robotics firm attempting to execute the most ambitious pivot in corporate history. With the repeal of the $7,500 federal EV consumer tax credit late last year and quarterly earnings scheduled for release tomorrow, the stakes have rarely been higher. Investors are grappling with a paradox: Tesla’s core automotive margins are under immense pressure, yet its "moonshot" projects—the Cybercab and Optimus—are closer to reality than ever before. This article explores the internal and external forces shaping Tesla as it prepares to report its Q4 2025 results. Historical Background Founded in 2003, Tesla’s journey began not with a mass-market car, but with a mission to prove that electric vehicles could be superior to gasoline counterparts. The 2008 Roadster set the stage, but it was the Model S in 2012 that redefined the luxury sedan. The company’s "production hell" during the Model 3 ramp-up in 2017-2018 became the stuff of Silicon Valley legend, nearly pushing the firm to bankruptcy before it achieved the scale necessary for sustained profitability. By 2020, Tesla had become the most valuable automaker in the world, joined the S&P 500, and sparked a global arms race in electrification. However, the period between 2023 and 2025 saw the "halo" begin to dim. High interest rates, increased competition from Chinese manufacturers like BYD (SZSE: 002594), and a maturing EV market forced Tesla into a series of aggressive price cuts. Today, the narrative has shifted from "how many cars can they bui...

As of January 27, 2026, Tesla Inc. (NASDAQ: TSLA) finds itself at a defining inflection point. Once the undisputed champion of the global electric vehicle (EV) revolution, the company is currently navigating a "Great Reset." After a fiscal year 2025 characterized by the first consecutive decline in annual delivery volumes and a dramatic shift in the U.S. regulatory landscape, Tesla is no longer just an automaker in the eyes of its leadership or its most ardent investors. It is an AI and robotics firm attempting to execute the most ambitious pivot in corporate history. With the repeal of the $7,500 federal EV consumer tax credit late last year and quarterly earnings scheduled for release tomorrow, the stakes have rarely been higher. Investors are grappling with a paradox: Tesla’s core automotive margins are under immense pressure, yet its "moonshot" projects—the Cybercab and Optimus—are closer to reality than ever before. This article explores the internal and external forces shaping Tesla as it prepares to report its Q4 2025 results. Historical Background Founded in 2003, Tesla’s journey began not with a mass-market car, but with a mission to prove that electric vehicles could be superior to gasoline counterparts. The 2008 Roadster set the stage, but it was the Model S in 2012 that redefined the luxury sedan. The company’s "production hell" during the Model 3 ramp-up in 2017-2018 became the stuff of Silicon Valley legend, nearly pushing the firm to bankruptcy before it achieved the scale necessary for sustained profitability. By 2020, Tesla had become the most valuable automaker in the world, joined the S&P 500, and sparked a global arms race in electrification. However, the period between 2023 and 2025 saw the "halo" begin to dim. High interest rates, increased competition from Chinese manufacturers like BYD (SZSE: 002594), and a maturing EV market forced Tesla into a series of aggressive price cuts. Today, the narrative has shifted from "how many cars can they bui...

Civil rights attorneys filed a federal lawsuit against the United States government on Tuesday on behalf of the families of two men from a small fishing village in Trinidad who were killed in a US military airstrike on a small boat in the Caribbean Sea on 14 October. The lawsuit, shared in advance with the Guardian, says that Chad Joseph, 26, and Rishi Samaroo, 41, both of Las Cuevas, Trinidad, were returning to Trinidad from Venezuela when they and four other people were killed in the strike. It was the fifth attack announced by the White House under Donald Trump’s campaign against the small go-fast boats the administration claims are connected to cartels and gangs. The suit was filed four days after the administration announced the 36th such boat attack on Friday, this one in the eastern Pacific. The death toll of the boat strikes stands around at least 117 people dead so far. The lawsuit said the strikes were illegal. “These premeditated and intentional killings lack any plausible legal justification,” the lawsuit said. “Thus, they were simply murder, ordered at the highest levels of government and obeyed by military officers in the chain of command.” Legal scholars have said the strikes, launched against civilians in boats far from the US, are violations of domestic and international law. The Trump administration maintains they are legal, under a secret opinion written by the justice department that argues the US is in an armed conflict with cartels and that the laws of war apply to the strikes. The suit over the October attack was filed in federal district court in Massachusetts under admiralty law, which addresses maritime disputes and violations, and was brought by Lenore Burnley, Chad’s mother, and Sallycar Korasingh, Samaroo’s sister. It cites the Alien Torts Act, which allows foreign nationals to sue in US courts in certain cases, and the Death on the High Seas Act. View image in fullscreen Lenore Burnley, the mother of Chad Joseph. Photograph: Courtesy of...