Microsoft (MSFT.US) unveils its next-generation self-developed AI chip, 'Maia 200'! A wave of inferencing sweeps the globe as the golden age of AI ASICs arrives. 富途资讯
Microsoft (MSFT.US) unveils its next-generation self-developed AI chip, 'Maia 200'! A wave of inferencing sweeps the globe as the golden age of AI ASICs arrives. 富途资讯
'Enough Of Washington's Orders' - Venezuela's Interim President Tells Populace Venezuela’s interim president Delcy Rodríguez has publicly pushed back against Washington in a rare first since the US military invasion and overthrow of Nicolás Maduro, assering she has had "enough" of US directives. While President Trump initially declared that Washington would effectively "run" Venezuela, he later en...
'Enough Of Washington's Orders' - Venezuela's Interim President Tells Populace Venezuela’s interim president Delcy Rodríguez has publicly pushed back against Washington in a rare first since the US military invasion and overthrow of Nicolás Maduro, assering she has had "enough" of US directives. While President Trump initially declared that Washington would effectively "run" Venezuela, he later endorsed Rodríguez as a temporary caretaker during the transition, d espite her being as hardcore a Leftist pro-Maduro figure as anyone . "Enough already of Washington’s orders regarding politicians in Venezuela," Rodríguez told oil workers gathered in Puerto La Cruz on Sunday, in remarks broadcast on state television. Via Colombia One She further urged that Venezuela’s political disputes be handled internally, saying: " Let Venezuelan politics resolve our differences and our internal conflicts" - and warned that the small oil-rich country has already paid a steep price confronting what she described as fascism and extremism. Rodríguez soon after being sworn in had vowed that no "foreign agent" would rule Venezuela or reduce it to a "colony" - despite that Trump has made clear that his appointed team of American officials would effectively run the country and its oil. Among the first US actions has been to cut off Venezuela's oil supply to nearby ally Cuba , which threatens to sink the island-nation's economy further, after it has endured many decades of Washington sanctions. Despite this big talk of distancing herself from American interests, Rodríguez warmly greeted CIA Director John Ratcliffe this month, and there was even a photo op. Ratcliffe, as the first top US official to meet with her in the wake of the Jan.3rd military operation, reportedly delivering Trump's conditions for resetting relations. The fact that she has even remained in power this long suggests that she is playing ball behind the scenes, and that any anti-American public declarations are primarily for d...
Archer Aviation develops electric aircraft for urban air mobility, targeting city commuters and commercial partners with eVTOL technology. What happened According to a SEC filing dated Jan. 26, 2026, Generali Powszechne Towarzystwo Emerytalne initiated a new position in Archer Aviation (ACHR 6.79%) during the fourth quarter. The Warsaw-based fund acquired 1,000,000 shares, with an estimated transa...
Archer Aviation develops electric aircraft for urban air mobility, targeting city commuters and commercial partners with eVTOL technology. What happened According to a SEC filing dated Jan. 26, 2026, Generali Powszechne Towarzystwo Emerytalne initiated a new position in Archer Aviation (ACHR 6.79%) during the fourth quarter. The Warsaw-based fund acquired 1,000,000 shares, with an estimated transaction value of approximately $7.52 million based on the period's average share price. The quarter-end value of the position also stood at $7.52 million, reflecting both the initial purchase and price movement over the quarter. What else to know This holding is a new position for the fund, representing 1.29% of reportable AUM as of Dec. 31, 2025. Top five holdings after the filing: Micron : $42.81 million (7.3% of AUM) Amazon : $37.62 million (6.4% of AUM) Microsoft : $34.10 million (5.8% of AUM) Meta Platforms : $33.00 million (5.6% of AUM) Salesforce : $30.68 million (5.2% of AUM) As of Jan. 26, 2026, shares of Archer Aviation were priced at $8.03. The stock declined 19.5% over the past year, underperforming the S&P 500 by 33 percentage points. The fund reported 30 total equity positions and $584.65 million in 13F reportable assets at quarter-end. Company overview Metric Value Market capitalization $5.23 billion Employees 774 Net income (TTM) ($627.40 million) Price (as of market close Jan. 26, 2026) $8.61 Company snapshot Archer Aviation: Designs, develops, manufactures, and operates electric vertical takeoff and landing (eVTOL) aircraft for passenger transportation. Business model centers on urban air mobility solutions, generating future revenue through aircraft sales and potential air taxi operations. Primary customers include urban commuters, city governments, and commercial partners seeking advanced urban transportation options. Archer Aviation is a leading developer in the urban air mobility sector, focused on pioneering electric aircraft for short-distance passenge...
The transition from cryptocurrency mining to becoming full-fledged AI infrastructure companies hasn't been as smooth as many thought. As a leading cryptocurrency miner turned artificial intelligence infrastructure play, CleanSpark (CLSK 9.26%) is one company investors are clearly watching closely, both as a barometer of the exuberance within the AI trade but also investor willingness to bet on ind...
The transition from cryptocurrency mining to becoming full-fledged AI infrastructure companies hasn't been as smooth as many thought. As a leading cryptocurrency miner turned artificial intelligence infrastructure play, CleanSpark (CLSK 9.26%) is one company investors are clearly watching closely, both as a barometer of the exuberance within the AI trade but also investor willingness to bet on independent compute providers in a sector that's clearly dominated by a handful of companies with deep pockets and the ability to scale. Expand NASDAQ : CLSK CleanSpark Today's Change ( -9.26 %) $ -1.27 Current Price $ 12.44 Key Data Points Market Cap $3.5B Day's Range $ 12.31 - $ 13.52 52wk Range $ 6.45 - $ 23.61 Volume 42M Avg Vol 31M Gross Margin -384.97 % Monday's 9.3% decline was partially offset by a positive after-hours move. However, concerns have grown about the company's ongoing transition to becoming a pure-play compute provider, as CleanSpark's business model shifts to providing excess GPU capacity to firms in increasingly short supply of said compute. Let's dive into the key factors driving CleanSpark lower today, and whether this is a trend that could continue from here. Why is it raining on CleanSpark's parade? It's worth noting that CleanSpark's share price is still up over the past 12 months, even after a series of recent declines that have spooked many investors. News that this weekend's winter storm affecting much of the continental United States caused power outages in Tennessee (where CleanSpark happens to have a heavy footprint), appears to be one key factor driving today's decline. However, the broader issue most market participants appear to be keying on is a recent deal between Nvidia (NVDA 0.65%) and CoreWeave (CRWV +5.73%). Nvidia will reportedly be investing $2 billion in the AI infrastructure company, suggesting to some investors that the stranglehold CoreWeave has on much of the AI infrastructure market will be emboldened by this move. I'm of the ...
Key Points Winter storms caused power outages threatening much of the company's existing footprint in Tennessee. Additionally, a deal between Nvidia and CoreWeave have shaken up the investing narrative around companies like CoreWeave. Let's dive into today's happenings and why investors are souring on former crypto miners right now. 10 stocks we like better than CleanSpark › As a leading cryptocur...
Key Points Winter storms caused power outages threatening much of the company's existing footprint in Tennessee. Additionally, a deal between Nvidia and CoreWeave have shaken up the investing narrative around companies like CoreWeave. Let's dive into today's happenings and why investors are souring on former crypto miners right now. 10 stocks we like better than CleanSpark › As a leading cryptocurrency miner turned artificial intelligence infrastructure play, CleanSpark (NASDAQ: CLSK) is one company investors are clearly watching closely, both as a barometer of the exuberance within the AI trade but also investor willingness to bet on independent compute providers in a sector that's clearly dominated by a handful of companies with deep pockets and the ability to scale. Monday's 9.3% decline was partially offset by a positive after-hours move. However, concerns have grown about the company's ongoing transition to becoming a pure-play compute provider, as CleanSpark's business model shifts to providing excess GPU capacity to firms in increasingly short supply of said compute. 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 » Let's dive into the key factors driving CleanSpark lower today, and whether this is a trend that could continue from here. Why is it raining on CleanSpark's parade? It's worth noting that CleanSpark's share price is still up over the past 12 months, even after a series of recent declines that have spooked many investors. News that this weekend's winter storm affecting much of the continental United States caused power outages in Tennessee (where CleanSpark happens to have a heavy footprint), appears to be one key factor driving today's decline. However, the broader issue most market participants appear to be keying on is a recent deal between Nvidia (NASDAQ: NVDA) and CoreWeave (NASDAQ: CRWV). Nvidia will reportedly be investing $2 billion in the AI infrastructure...
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., January 26, 2026. Brendan McDermid | Reuters S&P 500 futures were near the flatline on Monday night after the major averages started the busy earnings week on a positive note. Investors are also waiting for the Federal Reserve's rate decision, due later this week. Futures tied to the broad-market index were lit...
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., January 26, 2026. Brendan McDermid | Reuters S&P 500 futures were near the flatline on Monday night after the major averages started the busy earnings week on a positive note. Investors are also waiting for the Federal Reserve's rate decision, due later this week. Futures tied to the broad-market index were little changed, while Nasdaq 100 futures added 0.2%. Dow Jones Industrial Average futures lost 156 points, or 0.3%, weighed down by a decline in UnitedHealth shares. In extended trading, shares of several big-name health insurers plunged after the Centers for Medicare & Medicaid Services proposed raising payments to Medicare Advantage insurers by a net average of just 0.09% in 2027. Shares of Humana slid 12%, while CVS Health lost almost 10%. News of CMS keeping rates relatively flat next year was first reported by The Wall Street Journal . President Donald Trump also said late Monday that he would raise tariffs on South Korean autos, pharmaceuticals and lumber from 15% to 25%. He cited a delay in South Korea's legislature approving a trade deal the nation had reached with the U.S. last summer. Stocks kicked off the week strong, aided by gains in major technology names. The S&P 500 advanced 0.5% in Monday's regular session, while the Dow gained about 314 points, or 0.6%. The tech-heavy Nasdaq Composite climbed 0.4% as Apple , Meta Platforms and Microsoft rose ahead of their earnings reports scheduled later this week. More than 90 S&P 500 companies are slated to report quarterly earnings this week. They include "Magnificent Seven" giants Meta, Tesla and Microsoft — which are due Wednesday. Apple will share its results on Thursday. Earnings season has been strong so far, with about three out of four S&P 500 companies beating expectations, per FactSet. "Top of mind is earnings season. We got 200 companies reporting in the next two weeks and so far, so good," said Adam Parker, fou...
Key Points An apparent suitor has withdrawn from talks about acquiring the biotech, according to a media report. That's particularly discouraging, given that this business was apparently discussing a deal in the tens of billions of dollars for Revolution. 10 stocks we like better than Revolution Medicines › Monday was generally a good day for the stock market; nevertheless, some titles landed in n...
Key Points An apparent suitor has withdrawn from talks about acquiring the biotech, according to a media report. That's particularly discouraging, given that this business was apparently discussing a deal in the tens of billions of dollars for Revolution. 10 stocks we like better than Revolution Medicines › Monday was generally a good day for the stock market; nevertheless, some titles landed in negative territory. One that plunged well into the red was clinical-stage biotech Revolution Medicines (NASDAQ: RVMD), which took a nearly 17% hit to its share price after a media report published over the weekend. Buyout blues On Sunday, The Wall Street Journal wrote that Merck was no longer in discussions with Revolution regarding an acquisition. Investors were understandably crushed by this apparent news, as hot speculation had it that the two companies were discussing a deal worth tens of billions of dollars. 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 » Citing unidentified "people familiar with the matter," the Journal said that the talks stalled after Revolution and Merck failed to agree on the price of a buyout. The financial newspaper's sources added that this isn't necessarily the end of Merck's pursuit, as the discussions between the two companies could resume. Merck is not the only enterprise reported to be interested in acquiring Revolution; earlier this month, the Journal wrote that AbbVie and other pharmaceutical companies were also in the hunt. AbbVie subsequently denied it was pursuing Revolution. A prized and pricey asset I'd bet my bottom dollar that the speculation about multiple potential suitors is true. Revolution's specialty is the development of oncology drugs, which remains a very hot, high-interest segment of the pharmaceutical industry. What's more, the company's leading drug candidate, daraxonrasib, is currently in Phase 3 clinical trials for the treatment of ...
President Donald Trump has threatened to hike tariffs on goods from South Korea to 25%, citing what he said was the failure of the country’s legislature to codify the trade deal the two nations reached last year. Carnegie Mellon Institute for Strategy & Technology Non-Resident Fellow Troy Stangarone breaks down what this could mean for the relationship between the two countries. (Source: Bloomberg...
President Donald Trump has threatened to hike tariffs on goods from South Korea to 25%, citing what he said was the failure of the country’s legislature to codify the trade deal the two nations reached last year. Carnegie Mellon Institute for Strategy & Technology Non-Resident Fellow Troy Stangarone breaks down what this could mean for the relationship between the two countries. (Source: Bloomberg)
Canada and India will pledge to expand trade in oil and gas as the countries reboot their relationship after a diplomatic chill. Ottawa will commit to ship more crude oil, liquefied natural gas and liquefied petroleum gas to India, while New Delhi will send more refined petroleum products to Canada, following a meeting between Canadian Energy Minister Tim Hodgson and Indian Petroleum and Natural G...
Canada and India will pledge to expand trade in oil and gas as the countries reboot their relationship after a diplomatic chill. Ottawa will commit to ship more crude oil, liquefied natural gas and liquefied petroleum gas to India, while New Delhi will send more refined petroleum products to Canada, following a meeting between Canadian Energy Minister Tim Hodgson and Indian Petroleum and Natural Gas Minister Hardeep Singh Puri , according to a joint statement seen by Bloomberg News. The ministers will meet at India Energy Week in Goa on Tuesday, using the event to relaunch a “ministerial energy dialogue.” The mechanism, once the main channel for energy cooperation between the two countries, fell dormant amid an explosive dispute over the killing of a Canadian Sikh activist. The renewed push marks one of Prime Minister Mark Carney ’s major efforts to diversify Canada’s export markets at a time of escalating trade tensions with the US. It also reflects his government’s shift toward pragmatic, economy-first diplomacy with major Asian partners. Read More: Canada Won’t Back Down on Trade as Minister Heads to India Hodgson and Puri will also commit to facilitating greater reciprocal investment in each other’s energy sectors and to exploring collaboration in areas including hydrogen, biofuels, battery storage, critical minerals, electricity systems and the use of artificial intelligence in the energy industry, according to the statement. The relaunch of the dialogue signals that both governments see untapped potential — and strategic value — in tightening an energy relationship that had been left to drift. Carney is expected to visit India in the coming weeks as part of the reset. He and Prime Minister Narendra Modi restarted talks in November toward a comprehensive economic partnership agreement. Two‑way goods trade between Canada and India hit C$13.3 billion ($9.7 billion) in 2024, and Ottawa sees far more room to grow — especially in energy. India accounts for just 1% o...