(RTTNews) - Steel Dynamics (STLD) reported earnings for its fourth quarter that Increased, from the same period last year The company's earnings totaled $266.03 million, or $1.82 per share. This compares with $207.29 million, or $1.36 per share, last year. The company's revenue for the period rose 14.0% to $4.414 billion from $3.872 billion last year. Steel Dynamics earnings at a glance (GAAP) : -Earnings: $266.03 Mln. vs. $207.29 Mln. last year. -EPS: $1.82 vs. $1.36 last year. -Revenue: $4.414 Bln vs. $3.872 Bln 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.

蓝盾光电公告，预计2025年度净利润亏损7000万元–9500万元，上年同期为盈利648.53万元。公司2025年度利润与上年同期相比下降的主要原因是：1受行业需求和行业竞争加剧影响，公司主营业务利润较上年同期减少；2受部分应收账款账龄延长等因素影响，公司信用减值损失较上年同期增加。

AMD price target raised to $300 from $280 at Piper Sandler TipRanks

Starmer defends blocking Andy Burnham from by-election run after backlash 35 minutes ago Share Save Jennifer McKiernan , Political reporter and Matt Chorley , Presenter, BBC 5 Live Share Save Watch: BBC asks Andy Burnham about NEC decision Sir Keir Starmer has defended the decision to block Andy Burnham from standing in an upcoming by-election. Burnham, who held a range of ministerial positions before standing down to become Mayor of Greater Manchester, is widely seen as a potential leadership challenger to Sir Keir should he return to Westminster. Labour's decision making body, the National Executive Committee (NEC), which includes Sir Keir, banned him from standing, saying the block on him running as the Labour candidate in Gorton and Denton would "avoid an unnecessary mayoral election". But some backbenchers have complained about "petty factional manoeuvring" and are calling for the decision to be reconsidered. Speaking to reporters on Monday, Sir Keir insisted allowing Burnham to run for a seat in Westminster would "divert our resources" from "very important" campaigns in May's elections, where Labour is facing potential losses in the Senedd in Wales, the Scottish parliament and English local elections. "We're out campaigning on the cost of living and they're very important elections - we need all of our focus on those elections," he said. "Andy Burnham's doing a great job as the mayor of Manchester, but having an election for the mayor of Manchester when it's not necessary would divert our resources away from the elections that we must have, that we must fight and win. "And resources, whether that's money or people, need to be focused on the elections that we must have, not elections that we don't have to have. And that was the basis of the NEC decision." Sir Keir highlighted he had supported Burnham's 2015 leadership campaign and how the pair "work closely together" now, including on the Northern Powerhouse Rail project. "Last year, in sad circumstances, we ha...

Mizuho Maintains Rating But Lowers Price Target for QCOM | QCOM Stock News GuruFocus

ST英飞拓公告，预计2025年度净利润亏损2.4亿元–3.1亿元，上年同期亏损4.04亿元。报告期内业绩变动的主要原因：一是2024年下半年公司对亏损严重的数字运营服务业务实施了收缩经营，2025年起不再产生数字运营服务收入；二是物联产品业务主要依靠海外市场收入，受需求疲软等因素影响较大，在供应链和终端市场的双重挤压下，成品库存去化周期大幅延长，营收规模和利润水平同比下降较大；三是解决方案业务受到运营资金不足等因素影响，存量项目减少，部分工程出现暂时中断、交付周期延长、付款延迟的情况，收入规模和毛利水平同比下降。

This article first appeared on GuruFocus. Markets entered the week under pressure as the US dollar weakened across most major peers, following moves by the Federal Reserve Bank of New York that traders interpreted as a possible precursor to coordinated foreign-exchange action with Japan. The Bloomberg Dollar Spot Index slid to its lowest level since September after a rate check on Friday revived speculation that the US could assist Japanese authorities in supporting the yen. That backdrop helped drive a sharp move in currency markets, with the yen strengthening by as much as 1.2% against the dollar, while risk sentiment softened across assets. Asian currencies responded quickly, as the Malaysian ringgit advanced to its strongest level since 2018, the South Korean won climbed to its highest level in about three weeks, and Singapore's currency rose to levels last seen in 2014. Japanese officials added to the sense that policy coordination is becoming more explicit. Japan's top currency official Atsushi Mimura said authorities would respond in close cooperation with Washington, echoing earlier comments from Prime Minister Sanae Takaichi warning that the government was prepared to act. Strategists noted that any perception of US involvement could reinforce near-term dollar weakness, particularly if markets view coordination as a signal that easier global dollar conditions may be tolerated. This renewed focus on currencies comes after a surge in Japanese bond yields unsettled global fixed-income markets, adding to volatility already driven by unpredictable US policymaking, tariff tensions with Europe, and renewed concerns over another potential US government shutdown. Haven demand strengthened alongside the currency moves, with gold pushing above $5,000 an ounce for the first time, extending a rally fueled by geopolitical uncertainty and investor caution toward sovereign bonds and currencies. Silver jumped to a record high after crossing $100 an ounce in the previous ses...

国家药监局1月23日在北京召开药品信息化追溯工作座谈会。会议听取了近期药品信息化追溯工作进展，对下一步加快推进全品种全链条追溯提出要求。会议强调，各相关方要抓紧工作，落实责任。生产环节要主动研究推进全品种赋码，经营使用环节要规范及时扫码，药品追溯系统运营单位要保障数据安全，完善系统建设和运营管理。药品监管部门要加强政策引导，用好触发式追溯等场景，助力“清源”巩固提升行动。（人民财讯）

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Clearway Energy (CWEN.A) has drawn fresh attention after Clearway Energy Group agreed to three new long term power purchase agreements with Google, totaling 1.17 GW of carbon free projects across Missouri, Texas, and West Virginia. See our latest analysis for Clearway Energy. While the Google PPAs have put Clearway Energy back in the headlines, the shares are trading at US$33.60 after a 30 day share price return of 6.87% and a 90 day share price return of 12.15%. The 1 year total shareholder return of 47.52% and 5 year total shareholder return of 52.29% suggest the recent momentum comes on top of a longer period of gains as investors reassess the company’s exposure to long term clean energy contracts. If this Google deal has you thinking bigger about renewables and data center demand, it could be a good time to look at high growth tech and AI stocks as well. So with Clearway trading at US$33.60, sitting on multi year gains and a long pipeline of contracted projects, is the Google deal still underappreciated by the market, or are investors already pricing in years of future growth? Most Popular Narrative: 11.6% Undervalued With Clearway Energy trading at $33.60 versus a widely followed fair value estimate of $38, the valuation story leans supportive of the recent Google headlines. Clearway's significant pipeline of renewable and battery storage projects, much of which already qualifies for tax credits through 2029, positions the company to benefit directly from increasing demand for decarbonized energy as electrification and clean energy mandates accelerate, supporting sustained revenue and CAFD growth. Read the complete narrative. Curious how a project pipeline, tax credits, margin assumptions, and a richer future earnings multiple all connect to that $38 figure? The full narrative spells out the growth, profitability, and valuation hinges that sit behind this...

市场普遍预期，美联储将在本周政策会议上维持利率稳定，此前美联储已于2025年底完成三轮连续降息。届时，外界将重点关注官员们释放的利率维稳计划持续时长相关信号。 堪萨斯城联邦储备银行前行长埃丝特・乔治在接受采访时表示：“我预计美联储会释放暂停调整利率的信号，我感觉他们会维持当前利率一段时间。” 近几周来，包括纽约联邦储备银行行长约翰・ 威廉姆斯 、美联储理事迈克尔・巴尔在内的多位美联储核心官员，均表态称“当前政策处于适宜区间”。 乔治表示：“这一信号意味着，我们拥有向任一方向调整政策的灵活性。我们不会宣称将按预设路径推进，而是将以每次议息会议为单位，逐次评估决策。” 美联储去年秋季三度降息，将利率下调至3.5%-3.75%区间，该区间处于中性利率预估范围之内，而中性利率的政策导向是既不刺激、也不拖累经济增长。 威尔明顿信托高级债券投资组合经理威尔默・斯蒂斯称，他认为美联储不会给自己设限、承诺暂停降息；他预计美联储主席杰罗姆・鲍威尔会展现出政策灵活性。 斯蒂斯表示：“我认为此次会议除维持利率不变外，不会有太多其他动作。美联储目前已处于可保持耐心的阶段，无需采取任何举措，简洁明了。” “我预计美联储将遵循‘依数据定决策、待新数据再决策’的思路，平稳实现政策软着陆。” 去年秋季推出扩张性政策后，美联储官员正密切关注就业市场与通胀走势，外界预计，一旦数据显示风险格局发生转变，美联储或将采取行动。 安永帕特农首席经济学家格雷戈里・达科表示，当前利率已接近中性水平，且通胀率更接近3%而非2%，未来降息需以通胀明确下行或就业市场再度恶化的确凿证据为前提。 达科称：“政策或许已临近中性区间，这意味着未来宽松步伐将放缓，且对数据的依赖度会更高。” 展望未来，他预计2026年美联储将累计降息50个基点，但降息要到下半年才会落地——上半年就业市场将逐步走弱，通胀率徘徊在3%下方，到年底则会回落至2.5%左右。 委员会内部意见分歧 美联储政策制定者在通胀与就业市场前景判断上也存在严重分歧。 乔治表示：“部分官员希望继续降息，但委员会内部的意见分歧表明，今年推进降息会愈发艰难。原因在于，整体通胀必须出现确凿的转向信号，而非仅靠拆分个别通胀分项数据、寻找看似好转的迹象。” 12月会议纪要显示，部分委员当时只是勉强支持降息。此外，美联储地区联储新任行长进入投票委员会，可能会为支持维持利率稳定以抑制...

特朗普政府对美联储主席鲍威尔的刑事调查、不断演变的解雇美联储理事丽莎-库克（Lisa Cook）的努力，以及即将于5月提名接替鲍威尔的继任者，给美联储本周的会议蒙上了一层阴影。 在鲍威尔担任全球最高央行总裁的八年任期内，只剩下三次预定的政策会议，但通常平稳的过渡已成为一个潜在的破坏性时期。鲍威尔面临着是否继续担任其继任者领导下的美联储理事 ，最高法院可能会就库克是否成为首位被总统免职的美联储理事做出裁决，而特朗普总统提名的央行领导人选必须说服美国参议员，他不会屈从于特朗普的要求。 面对如此多的动向--美联储的独立性也岌岌可危--政策辩论似乎几乎是次要的，尽管分析师们目前大多预计央行的制度性保护措施将得以维持。基于市场的通胀预期和长期美国债券收益率目前并未显示出对美联储未来的普遍担忧。 “SGH Macro Advisors首席美国经济学家蒂姆-杜伊（Tim Duy）说：”不能把下一任美联储主席的行动与经济环境或其影响其他FOMC（联邦公开市场委员会） 参与者的能力分开来看。“ 事实上，无论谁接替鲍威尔，仍需要说服其他美国央行总裁和五位有投票权的美联储地区银行行长相信任何降息的必要性，无论 特朗普的意愿如何 。 “杜伊说：”特朗普将需要美联储更大的更替来完全控制该机构。“ 当特朗普可能在本周宣布鲍威尔的继任人选时，这一进程将向前迈出一大步。最终人选包括 特朗普经济顾问凯文-哈塞特（Kevin Hassett）、美联储理事克里斯托弗-沃勒（Christopher Waller）、前美联储理事沃什（Kevin Warsh）和贝莱德首席债券投资经理里克-里德（Rick Rieder）。 特朗普曾抨击美联储和鲍威尔未能实现总统认为提振经济所必需的大幅降息。 “他们一旦得到工作就会改变” 美联储为期两天的 会议将于周三结束，预计决策者将把央行基准利率维持在当前的 3.50%-3.75% 区间。没有新的经济或政策预测，但投资者目前预计美联储将暂停进一步降息，直到 6 月份，可能是在鲍威尔的继任者领导下。 自12 月初 的上次会议以来，经济数据显示劳动力市场或通胀趋势都没有什么变化，这为何时可能再次降息提供了微弱的推动力。 就业增长疲软 ，但在经济增长 、消费者支出强劲的情况下，12月份失业率降至4.4%。美联储用于实现 2% 通胀目标的个人消费支出 价格指数 11 月份为 2.8...

一些共和党人批评亚历克斯．普雷蒂（Alex Pretti）在抗议活动中携带枪支。普雷蒂于周六被一名联邦边境巡逻局探员开枪打死。 他们正受到一个意想不到群体的抵制：传统上基本与共和党（GOP）站在一起的枪支权利组织。 “政客们想做的第一件事就是归咎于枪支，”总部位于南卡罗来纳州格林维尔的全国持枪权协会（National Association for Gun Rights）的发言人泰勒．罗兹（Taylor Rhodes）说。 罗兹说，多年来他参加了数百次抗议和集会，总是带著枪。他说，需要进行彻底的调查，但从枪击事件的视频来看，“我认为这对ICE特工来说不是什么好事。” 对于第二修正案的活动人士来说，围绕普雷蒂枪击案的讨论触及了他们长期以来的一个论点：枪支拥有者有宪法权利在公共场合携带枪支。 普雷蒂是一名37岁的重症监护护士，在被枪杀前，他正在街上拍摄联邦执法人员。枪击事件发生后不久，一些枪支权利组织指责示威者挑衅联邦探员。 美国全国步枪协会（National Rifle Association， 简称：NRA）在周六的一份新闻稿中说：“几个月来，激进的进步派政客……一直在煽动针对执法人员的暴力，而这些执法人员只是在努力做好自己的本职工作。” 同一天，当共和党人、加州第一助理联邦检察官比尔．埃萨伊利（Bill Essayli）在X上发帖称：“如果你持枪接近执法部门，他们很有可能会在法律上被证明有理由向你开枪。”时，NRA的口风却有所不同。 NRA谴责他的言论是“危险和错误的”。 NRA在社交媒体上回复说：“负责任的公众声音应该等待全面调查，而不是一概而论和妖魔化守法公民。” 同样谴责抗议者的倡导组织Gun Owners of America也批评了埃萨伊利的言论。 该组织说：“第二修正案保护美国人在抗议时携带武器的权利-这是联邦政府不得侵犯的权利。” 埃萨伊利后来澄清说，他的评论只“针对那些持枪接近执法部门并拒绝解除武装的煽动者”。 据悉，就在普雷蒂被枪击前，一名联邦执法人员从普雷蒂身边夺走了一把手枪。 第二修正案的倡导者以前也曾为抗议活动中的武装人员辩护。他们曾支持凯尔．里滕豪斯（Kyle Rittenhouse），后者在2020年威斯康星州的骚乱中被控杀害两人、伤一人，但最终被判无罪。 许多枪支权利活动人士自己也曾携带枪支参加抗议活动，包括2020年大选后的“停止窃...

Amazon (NASDAQ: AMZN) Stock Price Prediction for 2026: Where Will It Be in 1 Year 24/7 Wall St.

The dollar extends its selloff as the yen strengthens amid speculation of a coordinated US-Japan intervention. Precious metals miners gain as gold tops $5,000. A US government shutdown risk rises as Republican lawmakers dismiss Democrats' demands to split off funding for the Department of Homeland Security following a second killing of a US citizen during an immigration crackdown in Minneapolis. Travel disruptions linger and power grids brace for unprecedented seasonal demand after the heaviest winter storm in the east coast in years. Sonja Marten of DZ Bank discusses the debasement trade. (Source: Bloomberg)

brunocoelhopt/iStock Editorial via Getty Images IBM Corp. ( IBM ) is scheduled to report their Q4 ’25 financial results after the closing bell on Wednesday, January 28th, 2026. Microsoft ( MSFT ), Tesla ( TSLA ) and Meta ( META ) are also scheduled to report Wednesday night, January 28th, after the market closes, so there will be enough tech reports to satisfy everyone. The reason for the interest in IBM from this blog is that since the stock peaked in mid-April 2013 near $215 per share, IBM has returned 7.11%, versus the S&P 500’s 14.45% return the last 12 years. A lot of IBM's return has come since July 1 ’24, when the stock was still trading under $170. The former mainframe giant didn’t take out that $215 high until the fourth quarter of 2024, and since breaking out, returned +37.8% in calendar ’25 versus the S&P 500’s +17.8% return. After 12 years, IBM is finally generating “alpha” for investors, and at least in terms of its historical tech cycle (discussed below), there should be more upside to go for the stock. Sell-side consensus is looking for $4.32 in EPS and $19.2 billion in revenue, as well as $4.9 bl in operating income, for expected year-over-year (y-o-y) growth of 10%, 9% and 17% respectively. For 2026, IBM consensus is expecting 5% revenue growth and 8% EPS growth for the full year 2026. Without burying the lede, and to make for a hopefully short and sweet earnings preview, IBM’s operating margin has been slowly expanding this decade, and also capex has been shrinking, which has boosted free cash flow, so take a look at the following numbers. IBM operating margin 4-qtr avg: 19.9% 12-qtr avg: 17.6% 20-qtr avg: 15.8% 40-qtr avg: 15.7% The big change the last 5 years has been the full integration of RedHat, not to mention the emergence of the AI opportunity. In the June ’25 quarter, the “AI book” at IBM was $7.5 bl, while at the end of the September ’25 quarter, the AI book was pegged at $9.5 bl (cumulatively). Another big change is the IBM business mode...

Fourth Quarter Highlights Net income of $18.9 million, or $0.60 per diluted share; return on average assets (“ROAA”) of 1.47%; return on average stockholders' equity (“ROAE”) of 12.34%; and return on average tangible common equity (“ROATCE”) (1) of 14.08% Adjusted net income (1) of $20.1 million, or $0.64 per diluted share; adjusted ROAA (1) of 1.57%; adjusted ROAE (1) of 13.12%; and adjusted ROATCE (1) of 14.97% Asset quality remained strong with nonperforming assets to total assets of 0.17% and net charge-offs to average loans of 0.10%, on an annualized basis Net interest margin decreased 1 basis point to 4.12% and net interest margin (tax-equivalent basis)(1) decreased 2 basis points to 4.16% BLOOMINGTON, Ill., Jan. 26, 2026 (GLOBE NEWSWIRE) -- HBT Financial, Inc. (NASDAQ: HBT) (the “Company”, “HBT Financial” or “HBT”), the holding company for Heartland Bank and Trust Company, today reported net income of $18.9 million, or $0.60 diluted earnings per share, for the fourth quarter of 2025. This compares to net income of $19.8 million, or $0.63 diluted earnings per share, for the third quarter of 2025, and net income of $20.3 million, or $0.64 diluted earnings per share, for the fourth quarter of 2024. J. Lance Carter, President and Chief Executive Officer of HBT Financial, said, “Our fourth quarter results wrapped up a very successful 2025, with adjusted net income(1) of $20.1 million, or $0.64 per diluted share, which was underpinned by strong balance sheet growth, excellent asset quality, and a resilient net interest margin. Loans increased $56.2 million, or 6.6% on an annualized basis, during the fourth quarter of 2025. Deposits also increased during the quarter despite moving $50.0 million of wealth management deposits off balance sheet due to strong liquidity. Asset quality remained strong with nonperforming assets to total assets remaining stable at 0.17% and charge-offs for the quarter remaining modest at 0.10%, on an annualized basis, and 0.07% for the full...

This drugmaker continues to strengthen its investment thesis. Artificial intelligence (AI) isn't just a gimmick or a fad. The technology is changing the lives of individuals, reshaping entire businesses and industries, and, by some estimations, the industry will grow rapidly in the coming years, providing investors with plenty of opportunities to capitalize by investing in top AI companies. While many (perhaps most) of the leaders in the field belong in the tech sector, corporations in other sectors, including healthcare, are looking to cash in on AI as well. And one of the best AI healthcare stocks to buy is none other than Eli Lilly (LLY 2.12%). Here's why the company is worth sticking with through the next two decades. Multiple AI initiatives Eli Lilly is doubling down on AI, far more than most of its similarly sized peers in its sector. Here are three moves the company has made. First, in September, it announced it was launching TuneLab, an AI drug discovery platform, and making it available for free to smaller biotech companies to help accelerate drug discovery. Many small drugmakers don't have the funds or data needed to train their own AI models, so that TuneLab will be useful to them. In exchange, they will provide Eli Lilly with even more data to train its own models. Then, in October, Eli Lilly announced it was partnering with Nvidia to build the most powerful AI supercomputer in the pharmaceutical industry. Finally, earlier this month, Eli Lilly announced it was building an AI drug discovery lab in the San Francisco Bay Area, also in partnership with Nvidia. This lab will bring together Eli Lilly's team of researchers and Nvidia's engineers to use AI to speed up drug discovery, a currently slow process. If Eli Lilly can succeed in cutting R&D spend and research time dedicated to developing blockbuster medicine thanks to these efforts, the company and its shareholders will benefit down the line. Expand NYSE : LLY Eli Lilly Today's Change ( -2.12 %) $ -23.0...

Is it too soon to be wondering how much the next Social Security "raise" will be? I don't think so. Granted, we won't know for sure until the Social Security Administration (SSA) makes its highly anticipated announcement in mid-October. However, a little speculation a few months in advance doesn't hurt anybody. And history could provide some insight into what to expect with the 2026 Social Security cost-of-living adjustment (COLA). Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » COLA historical trends Americans have had two back-to-back years of lower Social Security COLAs after the sky-high increase of 8.7% in 2023. What has usually happened after two consecutive years of declining COLAs in the past? The historical odds point to a higher 2026 COLA. I looked back at annual Social Security COLAs since they became automatic in 1975. The Social Security increase for 1984 was lower than the previous year after two years in a row of declines. It was a similar story in 1994. However, in the other six cases, the Social Security COLA increased after two consecutive years of decreases. 2026 will be the second year under a different presidential administration than the previous two years. Have there been any clear historical trends with the COLA related to a new occupant of the Oval Office? Not really. There have been seven new presidential administrations since Jimmy Carter was in the White House. In the first full year of a new U.S. president, the Social Security COLA was higher than the previous year three times and lower than the previous year four times. A wild card with limited historical precedents Social Security COLAs are based on inflation. To be specific, they're calculated by comparing the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) for the third quarter of the year with the average CPI-W for the third quarter of the previous year. Anything that dr...

is a senior editor and author of Notepad , who has been covering all things Microsoft, PC, and tech for over 20 years. Posts from this author will be added to your daily email digest and your homepage feed. Microsoft’s first update for Windows 11 in 2026 has been a buggy mess, to say the least. After reports of shutdown issues on some machines, Microsoft issued an emergency update to fix its January 2026 Windows 11 update last weekend. Now, exactly a week later the software maker has been forced to issue a second unusual out-of-band fix to address OneDrive and Dropbox crashes. Microsoft is also investigating reports of boot failures that could be related to its January 2026 security update. While the first shutdown bug was limited to machines running Enterprise and IoT editions of Windows 11 version 23H2, the latest out-of-band update fixes crashes and unresponsiveness in OneDrive and Dropbox on the latest 24H2 and 25H2 versions of Windows 11. Just like the first emergency patch to fix this problematic January 2026 update, the second out-of-band update was released over a weekend, leaving IT admins with a busy Monday morning. There could be further headaches ahead for IT admins, too. Microsoft warned over the weekend that its January 2026 update may also be creating boot failures on some machines. In an alert to IT admins, the company said it was investigating reports of boot failures with 24H2 and 25H2 after installing the January 2026 update. Some PCs have been bluescreening with a UNMOUNTABLE_BOOT_VOLUME stop code, and Microsoft warns these machines need to be manually recovered. Microsoft hasn’t completed its investigation into the boot failures, so it’s not clear if it’s definitely this update causing the problems. A similar security update last year was initially blamed for SSD issues, but the root cause was actually early versions of firmware and motherboard BIOS.

Liberty Wealth Management LLC decreased its position in Oracle Corporation (NYSE:ORCL - Free Report) by 25.8% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 25,350 shares of the enterprise software provider's stock after selling 8,805 shares during the quarter. Oracle makes up 1.0% of Liberty Wealth Management LLC's portfolio, making the stock its 28th biggest holding. Liberty Wealth Management LLC's holdings in Oracle were worth $7,130,000 at the end of the most recent quarter. Several other institutional investors and hedge funds have also bought and sold shares of ORCL. Kampmann Melissa S. boosted its holdings in shares of Oracle by 0.3% in the third quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider's stock worth $3,350,000 after buying an additional 35 shares during the last quarter. McLean Asset Management Corp raised its position in Oracle by 0.7% in the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider's stock worth $1,551,000 after acquiring an additional 36 shares during the period. Mine & Arao Wealth Creation & Management LLC. boosted its stake in shares of Oracle by 0.7% during the 3rd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider's stock worth $1,485,000 after acquiring an additional 36 shares during the last quarter. Voisard Asset Management Group Inc. grew its position in shares of Oracle by 3.4% during the 3rd quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider's stock valued at $317,000 after acquiring an additional 37 shares during the period. Finally, Avion Wealth increased its stake in shares of Oracle by 16.6% in the 3rd quarter. Avion Wealth now owns 260 shares of the enterprise software provider's stock worth $73,000 after purchasing an additional 37 shares in the last quarter. ...

格隆汇1月26日｜美国稀土公司(Usa Rare Earth)宣布已与美国政府签署意向书，以获取16亿美元资金，用于加速发展国内重稀土价值链。与此同时，美国稀土公司还从私营部门筹集了15亿美元投资。

maybefalse Nomura thinks the potential IPO of T-Head is likely to boost the value of Alibaba ( BABA ) in the near term. Several media outlets reported last week that Alibaba ( BABA ) has decided to support a separate listing of its T-head chip business, although the company has not issued an official confirmation. Nomura's analysis suggests that an IPO of T-head looks plausible. "Until most recently, BABA had deliberately protected its chip business from any outside attention, likely due to concerns about geopolitical risks, in our view. In light of the stabilizing US-China relations and with T-head rapidly expanding its client base, we are inclined to believe that it would be increasingly difficult for BABA to keep T-head (under AliCloud) away from outside attention," highlighted analysts Jialong Shi and Rachel Guo. Alibaba created T-Head in 2018 out of its research organization to design chips for cloud, AI, and IoT. Alongside CPUs and IoT chips, T-Head expanded into AI accelerators, with a newer generation of AI chips. Nomura reiterated its Buy rating on Alibaba ( BABA ) and boosted its price target to $237. Shares of Alibaba ( BABA ) are up 18% on a year-to-date basis and have doubled in the past 52 weeks. More on Alibaba Alibaba: Brace For Dip After Exceptional Price Performance YTD (Rating Downgrade) Alibaba Qwen Upgrade: The Market Can No Longer Ignore This AI Catalyst Alibaba: H200 Provides A Massive Growth Catalyst China informs Alibaba, others to prep for Nvidia H200 orders: report Alibaba mulls IPO for AI chipmaking unit T-Head: report

Source: Bloomberg, 3:41

格隆汇1月26日｜奇点国峰公告，附属公司上海绘流与沐曦股份订立为期一年的非独家领先渠道经销商合作协议。根据协议，上海绘流为中国大陆市场销售及推广沐曦股份授权产品，年度采购业绩指标为当年向沐曦股份采购2000颗GPU产品，对应的潜在业务规模约为人民币2亿元。

Steel Dynamics press release ( STLD ): Q4 GAAP EPS of $1.83 beats by $0.13 . Revenue of $4.41B (+14.0% Y/Y) misses by $120M . Record steel shipments of 13.7 million tons More on Steel Dynamics Steel Dynamics: A Tough Call As Tariffs Could Change The Long-Term Landscape Steel Dynamics Q4 2025 Earnings Preview Key deals this week: Merck, Glencore, CrowdStrike, Marvell Technology, Steel Dynamics and more Seeking Alpha’s Quant Rating on Steel Dynamics Historical earnings data for Steel Dynamics

The risk of another government shutdown is rising, Fed Chair Powell takes center stage, gold prices top $5,000 for first time, and more news to start your day.

格隆汇1月26日｜eToro分析师Lale Akoner指出，随着投资者寻求对冲股票风险的新途径，黄金正日益取代传统的稳定低风险资产——长期国债，成为投资组合中的配置选择。“历史上，久期风险敞口有助于缓冲风险资产的下跌。但近期股市与长期债券同步抛售的现象，削弱了投资者在关键时刻对债券作为可靠对冲工具的信任”。她表示，投资者因此正在投资组合中将债券敞口置换为黄金，这预示着“一场对投资组合风险管理的更广泛反思”正在展开。

奇点国峰公告，附属公司上海绘流与沐曦股份订立为期一年的非独家领先渠道经销商合作协议。根据协议，上海绘流为中国大陆市场销售及推广沐曦股份授权产品，年度采购业绩指标为当年向沐曦股份采购2000颗GPU产品，对应的潜在业务规模约为人民币2亿元。

Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Ed Ludlow wonders whether the terminology to define debut fundraising for startups is out of date. Tech Across the Globe ByteDance’s good deal: The Chinese parent of TikTok won with the deal that lets the popular video app remain in use in the US. ByteDance retains a stake in the new US joint venture, as well as control of several revenue streams, while offloading the potentially dicey burden of data policing onto Oracle. Ericsson’s strong results: The Swedish telecommunications equipment maker proposed its first-ever buyback after better-than-expected quarterly earnings were boosted by the company’s efforts to cut costs and raise margins. Samsung’s winning memory: Nvidia is close to certifying Samsung’s HBM4 AI memory, which would give South Korea’s most valuable company a huge boost in the chase to close the gap on SK Hynix. Revalued Smart ring maker Oura Health is working on a tender offer for existing investors at a roughly 25% discount to its latest round last year when it raised funds at an $11 billion valuation. The firm, which has no plans to go public soon, follows other prominent startups that have arranged private transactions to offer shareholders a way to cash in without an initial public offering. Super seeds When I posted on social media that startup Humans& had raised a $480 million seed round at a $4.48 billion valuation, people started responding with “coconut,” “avocado” and all sorts of large organic objects. At first I scratched my head, worried that I’d slept through a big piece of news or a cultural moment. It turns out, the internet chatter makes sense. The debut round for Humans& was so large that people started coming up with new names for it. The idea for the “seed” term — referring to the need to nourish and support a growing company — just doesn’t cut it anymore. Seed rounds are typically the first institutional...