私募资本集团 CVC 已达成协议，拟以最高 16 亿美元收购信贷管理公司Marathon Asset Management。这是私募市场行业整合浪潮中的又一笔重磅交易。 此次收购针对这家总部位于纽约的公司，预计将于第三季度完成，届时将为 CVC 增加 170 亿欧元的收费管理资产。 CVC 在一份声明中表示，将以 12 亿美元现金加股票的形式支付，另加 4 亿美元与Marathon未来业绩挂钩的或有对价。 CVC 目前管理着 2000 亿欧元资产，业务涵盖私募股权、信贷和基础设施领域。此前一周，该公司刚宣布与美国保险公司 美国国际集团 （AIG）达成 35 亿美元的合作协议。 CVC 对Marathon Asset Management的收购是私募资本公司之间最新的一笔联姻。当前，该行业融资速度放缓，许多基金投资方正转向少数规模更大、拥有多元策略的合作伙伴。 上周，CVC 在欧洲的主要竞争对手、斯德哥尔摩上市的殷拓集团（EQT）宣布，拟以最高 37 亿美元收购英国Coller Capital。Coller Capital资本专注于交易成熟的收购基金 和信贷 基金股权，管理着 500 亿美元资产。 Marathon Asset Management公司成立于 1998 年，由Bruce Richards和Lou Hanover共同创立，总资产管理规模达 240 亿美元。该集团专长于资产支持贷款（现为私募信贷市场的核心焦点领域）、机会型信贷及公开市场信贷业务。 CVC 总裁兼管理合伙人Peter Rutland表示，美国私募信贷业务是公司新增增长的重要领域。他称此次收购是 “一项极具吸引力的战略性举措”，并补充道：“我们一直耐心等待，寻找合适的收购标的。” 理查兹表示：“1+1=3 是 CVC 与Marathon Asset Management携手的核心逻辑。” 他指出，CVC “庞大网络带来的合作关系”、“地理覆盖范围以及业绩导向的文化” 吸引了其团队选择与 CVC 合作。 CVC 表示，预计Marathon Asset Management交易将从 2028 年起提升每股收益。此次收购是对该公司 10 月发布的指引的补充，当时 CVC 提出，目标到 2028 年将收费管理资产增至 2000 亿欧元。 若交易获得监管批准，Marathon 将更名为CVC-Marat...

苹果 股价上涨1.8%至252.61美元。 摩根大通 将目标价从305美元上调至315美元，意味着该股较上一交易日收盘价上涨约27%。 券商预计2026年第一季度的iPhone销量“将超出一致预期”，预计iPhone营收将增长16%，苹果公司或有望实现“自2021年9月以来最高的iPhone营收增长”。 摩根大通认为内存成本上升带来的利润压力有限，因为公司的长期供应商合同和规模有助于“推动与IT硬件同行相比有利的组件成本结果”。 48位分析师的平均评级为“买入”，目标价中位数为288美元。 2025年该公司股价上涨8.6%。 责任编辑：李桐

RBC Capital Maintains Amazon(AMZN.US) With Buy Rating, Maintains Target Price $300 富途资讯

RBC Capital Maintains Amazon(AMZN.US) With Buy Rating, Maintains Target Price $300 富途牛牛

Baird Maintains Amazon(AMZN.US) With Buy Rating, Maintains Target Price $285 富途资讯

Analysts Offer Insights on Technology Companies: Qualcomm (QCOM) and Life360 Shs Chess Depository Interests Repr 3 Sh (OtherLIFX) The Globe and Mail

在阿联酋，阿布扎比以南的阿尔达夫拉空军基地是美国空军的重要枢纽。 （法新社档案照片） 阿联酋外交部周一发声明强调，阿联酋绝不允许从其领土对伊朗发动袭击。 美国总统特朗普上周说，一支美国“舰队”正驶向波斯湾地区，并称在伊朗血腥镇压抗议者后，华盛顿正密切关注伊朗的动向。 阿联酋外交部星期一（1月26日）在声明中指出：“阿联酋重申承诺，绝不允许其领空、领土或水域被用于任何针对伊朗的敌对军事行动。” 阿联酋在首都阿布扎比附近的阿尔达夫拉（Al Dhafra）空军基地驻扎着数千名美军人员，该基地是美国在波斯湾地区的多个军事基地之一。 声明还说，阿联酋拒绝为袭击提供后勤支持，强调“对话、缓和局势、遵守国际法和尊重国家主权”才是解决当前危机的最佳途径。

格隆汇1月26日｜沪银期货主力合约涨6%，报27965元/千克。

Company Logo The Virtual, Augmented, and Mixed Reality market is at a transformative juncture, evolving from niche applications to mainstream consumer and enterprise use, reshaping industries such as gaming, healthcare, and retail. AI-powered smart glasses, notably Meta's Ray-Ban Meta AI Glasses, are pivotal, with shipments set to surpass 5M units by 2025. The convergence of AI, display tech, and 5G will drive growth, blurring reality distinctions. Dublin, Jan. 26, 2026 (GLOBE NEWSWIRE) -- The "The Global Virtual Reality (VR), Augmented Reality (AR) and Mixed Reality (MR) Market 2026-2036" report has been added to ResearchAndMarkets.com's offering. The global Virtual, Augmented and Mixed Reality (VR/AR/MR) market stands at a pivotal inflection point, transitioning from niche technology applications to mainstream consumer and enterprise adoption. This convergence of immersive technologies is reshaping industries ranging from gaming and entertainment to healthcare, manufacturing, and retail, while creating entirely new paradigms for human-computer interaction. The market encompasses a diverse ecosystem of hardware devices - including head-mounted displays, smart glasses, and haptic controllers - alongside the software platforms, content, and services that power immersive experiences. A particularly transformative development within this landscape has been the emergence of AI-powered smart glasses, which represent a compelling bridge between traditional eyewear and fully immersive mixed reality systems. Meta's strategic foray into AI glasses with the launch of Ray-Ban Stories paved the way for the groundbreaking Ray-Ban Meta AI Glasses, spearheading the surge in AI glasses shipments globally. With a diversified product line and emphasis on user experience, Meta aims to dominate the market, setting the stage for fierce competition among tech giants and premium brands in the evolving AI glasses industry. The success of the Ray-Ban Meta AI Glasses demonstrates that consum...

上海奥科达医药科技股份有限公司 - B向港交所提交上市申请书 2026-01-26 22:51:33 来源： 同花顺7x24快讯 分享 文章提及标的 奥科 -- 据港交所文件：上海奥科（AUDC）达医药科技股份有限公司-B向港交所提交上市申请书。

Donald Trump is ‌sending his border tsar Tom Homan to Minnesota later on ‍Monday, the US president said after an outcry over the second fatal shooting of a US citizen by immigration agents over the weekend in Minneapolis. “Tom is tough ⁠but fair, and will report directly to me,” he wrote in a social media post. People take part in a demonstration a day after Alex Pretti was fatally shot by federal immigration agents in Minneapolis. Photo: Reuters White House spokeswoman Karoline Leavitt separately said on social media that Homan would manage Immigration and Customs Enforcement (ICE) operations in the state. Advertisement On ‍Sunday, Trump told the Wall Street Journal that his administration was reviewing ‍the latest shooting and signalled a willingness to eventually withdraw immigration enforcement officials from the Minneapolis area. Federal agents try to clear demonstrators near a hotel, using tear gas during a demonstration in response to federal immigration enforcement operations in Minneapolis on January 25. Photo: AP “At some point ‌we will leave. We’ve done, they’ve done a phenomenal job,” Trump told ‍the Journal in an interview, without offering any detailed timeline.

New York, January 26, 2026, 09:39 EST — Regular session AMD dropped roughly 2% in early trading, giving back some of last week’s gains. Attention shifts to the Fed’s January 28 decision alongside a packed schedule of major tech earnings. On Feb. 3, AMD is set to release its quarterly results, with data-center demand drawing close attention. Shares of Advanced Micro Devices dropped roughly 2% in early Monday trading, retreating after a solid rally last week. As of 9:34 a.m. EST, the stock was trading at $254.36, down 2.0%. (Google) This shift is crucial as chip stocks now serve as a high-beta bet on interest rates and the speed of data center spending. This week piles on two major market drivers: the Federal Reserve’s policy decision and the peak of U.S. earnings season. (Reuters) AMD’s fiscal fourth-quarter and full-year 2025 earnings are due after the market closes on Feb. 3. The company will hold a conference call at 5:00 p.m. EST to discuss the results. (Advanced Micro Devices, Inc.) U.S. stock index futures dipped before the open, as investors prepared for major tech earnings and the Federal Reserve’s announcements, Reuters reported. Markets were also paying close attention to new developments in trade policy. (Reuters) AMD closed last session at $259.68, slipping roughly $5.32 in early Monday trades. According to Google Finance, the stock fluctuated between $253.38 and $258.29 during the day. (Google) The Fed kicks off its January meeting Tuesday, with a policy statement due Wednesday, Jan. 28, and a press conference to follow. Changes to the rate outlook could swiftly impact richly valued growth stocks, especially in semiconductors. (Federal Reserve) Data-center chip competition is heating up. Nvidia announced a $2 billion investment in cloud provider CoreWeave and plans to boost its efforts by launching the new Vera CPUs. This step sets Nvidia more squarely against AMD and Intel in the server processor arena, the Financial Times reported. (Financial Times) So...

摩根士丹利预计，受地缘政治不确定性、央行持续购金以及强劲的ETF需求推动，金价有望在下半年升至每盎司5700美元。报告指出，各国央行（以波兰等为代表）在金价处于高位的情况下仍在增加黄金储备。若美联储在2026年启动降息，或将进一步支撑强劲的实物黄金需求。

Key Points Today is the first day the IRS will accept tax returns, but you have until Apr. 15 to file. Submitting your tax return early could benefit you in a few ways. It's important to be organized, and don't hesitate to get help if you need it. The $23,760 Social Security bonus most retirees completely overlook › If there's one task Americans tend to dread, it's filing taxes. This may hold true even if you're someone who typically gets a refund. Today is the first day the IRS will accept returns for the 2025 tax year. But you have until April 15 to submit your return to the IRS. If that's something that's stressing you out, here are three tips from Mark Steber, chief tax officer at Jackson Hewitt Tax Services, that are worth taking to heart. 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 » 1. File early You may not be ready to submit your tax return in January. But Steber says one of the best things you can do this year is file your taxes early. "If you start early, that adds a lot of time to calculate your deductions," he says. Also, filing early could mean getting your tax refund early, if you're eligible for one. And it could also help you avoid becoming a victim of tax fraud. If a criminal gets your Social Security number, they can try filing a tax return in your name and stealing your refund. But if you file early and then a criminal tries that tactic, the IRS will likely reject their attempted return as a duplicate, since the agency only accepts one return for each Social Security number. 2. Be organized There are a number of different tax documents you might need to file your return this year, from your W-2 to 1099 forms if you earned income on the side or collected interest in a savings account. Steber says being organized is your ticket to a smooth tax-filing process. One thing you may want to do is make a checklist of the documents you need. That way, you can keep trac...

Alphabet: Ranking the Mag 7, Blue Harbinger VV Shots/iStock Editorial via Getty Images Alphabet Alphabet Inc. ( GOOGL ) stock, also known as Google, is up 77% over the last year, and the gains are driven by several of the same market themes (e.g., the cloud, AI and ecosystem) fueling the “Magnificent 7’s” dominance versus the rest of the S&P 500 ( SP500 ). Alphabet has been a stalwart position in my portfolios (especially since the overblown narrative that ChatGPT would overthrow Google’s search dominance), and I’m sharing this report to help readers formulate their own forward-looking opinions. Specifically, this report ranks the Mag 7, including a special focus on Alphabet, and then concludes with my strong opinion on portfolio positioning going forward. YCharts Google’s Big Rally: The Mag 7 Megatrend Themes Making It Possible For starters, Google shares have soared more than 77% over the last year (see table below), and the gains have been driven by many of the same overarching themes benefiting the Mag 7, such as: The Cloud : Over the last two decades, the incredible migration of data (from personal hard drives and company servers into the cloud—basically datacenters) has been spectacular. Companies that missed this trend (e.g., IBM ( IBM )) were left behind and companies that got ahead of it (first Amazon ( AMZN ), then Microsoft ( MSFT ) and Google) have capitalized incredibly. YCharts Artificial Intelligence : This recent theme (in the last few years) has benefited cloud companies even further because the massive amount of data and compute power required by AI means massive ongoing business and revenue growth for cloud companies. It is also only just beginning to open new opportunities for Apple ( AAPL ) (partnering with Google Gemini), Microsoft (partnering with OpenAI (OPENAI)), and other Mag 7 companies spending massively on Nvidia’s leading chips powering almost everything AI at this point. Digital Advertising : Alphabet’s Google and YouTube services (whi...

格隆汇1月26日｜包括行业最大运营商Husk Power Systems在内的一些全球最大的太阳能微型电网公司一哥项计划，它们认为，到2030年需要高达460亿美元的投资，才能实现29个非洲国家的电气化目标。这些公司称，为了达到目标，需要多达280亿美元的债务融资、140亿美元的股权投资、以及46亿美元的赠款和补贴。目前，这些公司已在非洲建立了392个微型电网，投资额为3.1亿美元，另有价值82亿美元的待建安装项目。

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: Deutsche Bank upgraded Cognizant (CTSH) to Buy from Hold with a $100 price target. The company is positioned as the "clear winner" in IT services amid a challenging backdrop where budgets "remain tight," the firm tells investors in a research note. Evercore ISI upgraded Cisco (CSCO) to Outperform from In Line with a price target of $100, up from $80. While investors will debate if Cisco is cyclical or secular, the firm sees "plenty of tailwinds" to ensure Cisco can sustain high single-digit sales and low-teens EPS growth on a multi-year basis, including a campus refresh, AI momentum, the recovery in traditional enterprise and telco markets, and EBIT margin expansion. Needham upgraded AppLovin (APP) to Buy from Hold with a $700 price target. The firm's e-commerce work has given it added confidence in the trajectory of AppLovin's e-commerce revenue growth in 2026. Rothschild & Co Redburn upgraded Meta Platforms (META) to Buy from Neutral with a price target of $900, up from $740. The shares could trade down to the mid $500s post the Q4 report if higher costs move down 2026 earnings estimates, but Rothschild sees a "disconnect" between the current stock price and Meta's long-term value. Phillip Securities upgraded Netflix (NFLX) to Accumulate from Sell with a price target of $100, up from $95. The firm believes the company is well positioned "structurally and financially" for long-term growth. Top 5 Downgrades: Wolfe Research downgraded Cummins (CMI) to Peer Perform from Outperform and removed the firm's prior $540 price target on the shares. Cummins has materially outperformed the past two years and while the firm still sees an improving fundamental backdrop and expects strong EPS growth the next two years, it is lowering its rating given more balanced risk/reward in what th...

(RTTNews) - A report released by the Commerce Department on Monday showed new orders for U.S. manufactured durable goods surged by much more than expected in the month of November. The Commerce Department said durable goods orders shot up by 5.3 percent in November after tumbling by 2.1 percent in October. Economists had expected durable goods orders to jump by 3.0 percent. "Firming domestic and foreign demand, investment incentives from last year's OBBBA, deregulation, loose financial conditions and continued AI investment will lift orders and shipments," said Nationwide Financial Market Economist Oren Klachkin. He added, "While uncertainty has stayed high in early 2026, we expect a moderation this year to support capital spending as well." The bigger than expected increase by durable goods orders largely reflected a spike in orders for transportation equipment, which soared by 14.7 percent in November after plunging by 6.3 percent in October. Orders for non-defense aircraft and parts led the way higher, skyrocketing by 97.6 percent in November after plummeting by 17.8 percent in October. Excluding the surge in orders for transportation equipment, durable goods orders climbed by 0.5 percent in November after inching up by 0.1 percent in October. Ex-transportation orders were expected to rise by 0.3 percent. The report showed notable increases in orders for electrical equipment, appliances and components and fabricated metal products. The Commerce Department also said orders for non-defense capital goods excluding aircraft, a key indicator of business spending, increased by 0.7 percent in November after rising by 0.3 percent in October. Shipments in the same category, which is the source data for equipment investment in GDP, rose by 0.4 percent in November after climbing by 0.8 percent in October. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

格隆汇1月26日｜云计算服务商CoreWeave(CRWV.US)大幅上涨超15%。消息面上，英伟达公司宣布向CoreWeave Inc.追加投资20亿美元，支持后者在2030年前增加超过5吉瓦的AI算力基础设施。这笔投资是英伟达利用其庞大资源推动人工智能产业发展的最新举措，也标志着这家全球市值最高的公司继续深化其在AI基础设施领域的布局。

Meta PlatformsMETA is set to report its fourth-quarter 2025 results on Jan. 28. META expects total revenues between $56 billion and $59 billion, including 1% tailwind from favorable forex. The company expects continued strong ad revenue growth but lower Reality Labs revenues. The Zacks Consensus Estimate for fourth-quarter revenues is pegged at $58.40 billion, indicating an increase of 20.7% from the year-ago quarter’s reported figure. The consensus mark for earnings stands at $8.15 per share, down by a penny over the past 30 days, suggesting growth of 1.6% from the figure reported in the year-ago quarter. Consensus Estimate Trend Image Source: Zacks Investment Research Meta Platforms’ earnings beat the Zacks Consensus Estimate in all the trailing four quarters, the average surprise being 18.85%. Let’s see how things have shaped up for the upcoming announcement. Strong Advertising Growth to Aid META’s Q4 Results META’s fourth-quarter 2025 results are expected to have benefited from strong advertising revenue growth, driven by strong spending from advertisers as they leverage its growing AI prowess despite macroeconomic uncertainties. The ad business is benefiting from an improved AI ranking system. Annual run rate for META’s complete end-to-end AI-powered ad tools has passed $60 billion. The Zacks Consensus Estimate for fourth-quarter 2025 advertising revenues is currently pegged at $56.85 billion, suggesting 21.5% year-over-year growth. Meta Platforms’ offerings — Facebook, WhatsApp, Instagram, Messenger and Threads — currently reach more than three billion people daily. Their staggering reach and increasing ad impressions (up 14% year over year in the third quarter of 2025) make META one of the most important players in the digital ad sales market, apart from AlphabetGOOGL and Amazon AMZN. Meta Platforms, along with Alphabet and Amazon, are expected to absorb more than 50% of the projected global ad spending this year and 56.2% in 2026. META has been leveraging AI...

watch now VIDEO 4:52 04:52 Transportation Sec. Duffy on storm disruptions: Wednesday is our target date to get back to normal Squawk Box Transportation Secretary Sean Duffy said the Federal Aviation Administration still needs two more days to fully recover from the significant flight disruptions that came over the weekend due to the massive winter storm that swept across the country. In a Monday interview with CNBC's " Squawk Box ," Duffy said the FAA is targeting Wednesday as the day it hopes flights will return to normal. "This storm is unique," Duffy said. "You get the ice and you get the snow and, on top of that, we have now a cold weather snap that comes after it. ... So it makes it more challenging to navigate the ice that's going over the last three days." Sunday marked the largest flight cancellation day since early 2020, when the pandemic hit. Airlines canceled more than 15,000 U.S. flights over the weekend, according to flight tracking website FlightAware, as much of the country was covered in snow and ice. As of Monday morning, Duffy said the "massive disruption" was still continuing as the Department of Transportation deals with the fallout of the storm, with more than 4,000 flight cancellations for the day and nearly 10,000 delays. Those disruptions come as the FAA focuses on salting and clearing runways while dealing with lower staffing due to difficulty commuting into work, Duffy added. "We're going to have more capacity as we come back to to a full running schedule," Duffy said. "So you'll expect more full planes, more full flights as you fly this week, just as people are going to their destinations. But again, Wednesday is our target date to get back to normal." Airlines routinely cancel flights ahead of a major storm to make sure that planes, passengers and crew don't get stranded, which can make disruptions even worse after severe weather clears. January is a low season for travel, but the massive winter storm was affecting travel for hundreds of ...

A judge has ordered Saudi Arabia to pay more than £3m in damages to a London-based dissident whose phones were targeted with Pegasus spyware. In a judgment handed down on Monday, Judge Pushpinder Saini ruled that Ghanem al-Masarir was entitled to compensation for psychiatric harm sustained after discovering that his iPhones had been hacked, as well as a physical attack on him outside Harrods in central London. Saini said there was “a compelling basis for concluding that the claimant’s iPhones were hacked by Pegasus spyware, which resulted in the exfiltration of data from those mobile phones, and that this conduct was directed or authorised by the KSA [kingdom of Saudi Arabia] or agents acting on its behalf”. The judge also found, on the balance of probabilities, that Saudi Arabia was responsible for the 2018 physical attack on al-Masarir, a 45-year-old satirist also known as Ghanem al-Dosari, whose YouTube channels have garnered more than 300m views. “The KSA had a clear interest in and motivation to shut down the claimant’s public criticism of the Saudi government,” Saini said. Al-Masarir said the ruling “brings a long and painful chapter to a close. It affirms that standing up for the truth, no matter how powerful the opponent, is worth the struggle. No amount of money can undo what I have suffered, but I hope the Kingdom of Saudi Arabia will now do the right thing and comply with this judgment, without the need for further enforcement action.” Saudi Arabia had sought to have the case dismissed on grounds of state immunity but that argument was rejected by the high court in 2022. After losing an appeal, the kingdom took no further part in the proceedings. The ruling marks a rare legal setback for Saudi Arabia. A US lawsuit accusing the crown prince Mohammed bin Salman of conspiring to kill the journalist Jamal Khashoggi was dismissed on the basis that he was entitled to sovereign immunity, despite the judge finding “credible allegations” that he was involved in th...

As of January 26, 2026, NVIDIA Corp (NASDAQ: NVDA) stands not merely as a semiconductor company, but as the foundational architect of the global artificial intelligence economy. Over the past three years, the company has undergone a transformation unparalleled in corporate history, evolving from a graphics card manufacturer into a vertically integrated "AI Factory" provider. Nvidia is currently in focus due to its aggressive expansion into the cloud infrastructure space—most notably through its multi-billion dollar strategic alliance with CoreWeave (NASDAQ: CRWV)—and the recent launch of its Rubin architecture at CES 2026. With a market capitalization fluctuating around the $3.5 trillion mark, Nvidia’s influence over global indices and the broader technological landscape has never been more profound. This deep-dive examines how Nvidia has secured its moat through strategic investments and hardware supremacy while navigating an increasingly complex regulatory and competitive environment. Historical Background Founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, Nvidia began with a vision to bring 3D graphics to the gaming and multimedia markets. The company’s early years were marked by the release of the RIVA TNT and the GeForce 256, the latter of which was marketed as the world's first GPU (Graphics Processing Unit). The pivotal moment in Nvidia’s history occurred in 2006 with the launch of CUDA (Compute Unified Device Architecture). By allowing researchers to use GPUs for general-purpose parallel processing, Jensen Huang made a high-stakes bet that accelerated computing would eventually supersede traditional CPUs for complex tasks. For nearly a decade, Wall Street questioned this strategy as CUDA yielded little revenue; however, the emergence of deep learning in the early 2010s—specifically the success of AlexNet—validated Huang’s vision. By the time the generative AI boom arrived in late 2022, Nvidia had a decade-long head start in software and ha...

Mizuho Securities Maintains Qualcomm(QCOM.US) With Hold Rating, Maintains Target Price $160 富途牛牛