adventtr/iStock via Getty Images The Thesis As the leading provider of precision power conversion and control solutions, Advanced Energy Industries (NASDAQ: AEIS ) moved to the second half, it delivered another quarter of strong growth, continuing its momentum in Q3 with robust growth in the data center end market. With continued strength in this end market, driven by strong AI-related demand, volumes should continue to grow steadily through FY26. In my view, despite short-term softness in the semiconductor equipment market, robust data center-related demand should continue to drive consolidated topline growth over the quarters ahead. For margins, I think a more favorable mix with higher exposure towards the fast-growing data center end market and a focus on disciplined cost management should be the key growth driver as volume expands in the coming quarters. Since my previous buy rating earlier in 2025, the AEIS stock has more than doubled, supported by strong earnings growth in the past quarters. Although the stock currently looks slightly elevated when compared to its historical and sector averages, it remains reasonable considering the company's strong growth expectations and a promising long-term outlook. Therefore, I would still suggest buying this stock at the current multiple ahead of Q4 earnings next month. AEIS’s Q3’25 Highlights Moving into the second half of FY25, AEIS extended its strong recovery trend as it reported another strong double beat in the third quarter of FY25. In Q3, the company’s consolidated topline grew approximately 23.8% year on year to $463.3 million . Although the company’s core end market, Semiconductor Equipment, was down by about 1% during the last quarter, this growth was primarily driven by the company’s Data Center end market, which saw a significant 113% increase in its revenue during Q3 due to robust AI-driven demand. While the telecom and networking end market also grew nicely with a 24% growth versus the prior year, the comp...

Jan. 27, 2026, 11:31 a.m. ET Amazon Fresh and Amazon Go stores will soon be a thing of the past, including the Bucks County stores in Middletown, Bensalem and Warrington. On Tuesday, Amazon announced it will be closing all of their physical Amazon Fresh and Amazon Go stores, as the company focusing its brick-and-mortar strategy towards investing further into building its Whole Foods Markets presence. "After a careful evaluation of the business and how we can best serve customers, we've made the difficult decision to close our Amazon Go and Amazon Fresh physical stores, converting various locations into Whole Foods Market stores," the company said in a press release Tuesday. Amazon Fresh first debuted in Bucks County with its Warrington location in 2021, and has since expanded with two more stores in Bensalem and Middletown. The company did not indicate the timeline for these closures or which stores are to be converted into Whole Foods. This is a developing story. Check back for more updates. Michele Haddon can be reached atmhaddon@usatodayco.com. Please consider supporting local journalism with a subscription.

财联社1月27日讯（记者 武超） 持续火热的中国创新药BD市场再添一笔重磅交易，先声药业（02096.HK）今日公告，公司将用于治疗炎症性肠病（IBD）的SIM0709大中华区以外的全球独家权益许可给德国药企勃林格殷格翰。 根据协议条款，先声药业将获得4200万欧元的首付款，并基于研发进展、监管审批及商业化等情况，最高可获得10.16亿欧元的里程碑付款。此外，公司有权就大中华区以外的净销售额收取特许权使用费。 公告显示，SIM0709是先声药业多抗技术平台开发的长效人源化双特异性抗体，可同时靶向肿瘤坏死因子样细胞因子1A（TL1A）和白介素23（IL-23），阻断导致IBD发生发展的两条核心通路。SIM0709在体外原代细胞实验和体内动物实验中均表现出优异的药效协同效果，甚至优于两个单药的联用。 目前，全球有超过300万人受到炎症性肠病的影响，现有医疗手段无法完全预防或逆转疾病及并发症，使得该领域存在巨大未满足的临床需求。先声药业表示，此次与勃林格殷格翰合作，将共同推进创新疗法开发，以期重新定义有效治疗手段，改善全球患者的治疗和生活质量。 据悉，这是先声药业在自身免疫领域的第二项海外授权，此前其自免药物SIM0278已于2022年以4.92亿美元授权西班牙Almirall公司。2025年12月，先声药业将靶向LRRC15的抗体偶联药物（ADC）SIM0613授权给法国益普生，潜在交易总金额最高可达10.60亿美元。据先声药业公众号，截至2026年1月，先声药业集团共实现5项自研创新药早研项目对外技术授权许可，潜在交易总金额超46亿美元。 财报显示，近五年，公司研发投入累计约90亿元；创新药收入占比从2020年的45%提升至2025年上半年的77%，创新药占比提升是公司“自研+BD”双轮驱动的结果。 此次合作是中国创新药BD出海热潮的延续。据医药魔方数据，2025年中国创新药共完成157起海外授权交易，总金额达1356.55亿美元，首付款合计70亿美元，三项数据均创历史新高，且交易总额占全球比例首次突破49%，超越美国成为全球第一。 这股势头在2026年开年得到进一步强化。据财联社记者不完全统计，2026年1月尚未结束，国内药企已完成至少10笔海外授权交易，有5笔潜在交易金额超10亿美元，交易集中于双抗、ADC等前沿技术领域。其中， 荣昌生物 （688331.SH）将...

內地食品飲料零售商鳴鳴很忙招股獲接近1,900倍超額認購。 今日將掛牌的鳴鳴很忙，股份公開發售部分錄得約1,898倍超額認購，一手中籤率百分之3。國際發售超購43倍。招股價每股236.6元，集資淨額約35.2億元。騰訊、富達基金和淡馬錫擔任基石投資者。

美國空軍展開中東地區軍演 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國空軍在中東地區展開軍演。 中央司令部發放C-17運輸機相片，稱空軍第九航空隊會展開數天戰備演習，以示美國空軍部署及維持空中戰鬥能力，但沒有交代日期、地點及參與軍機的詳情。 搭載數十架戰機的航母林肯號前一天抵達中東。伊朗總統佩澤希齊揚與沙特阿拉伯王儲穆罕默德通電話稱，美國近期威脅伊朗，目的是破壞地區安全，加劇區內不穩局勢，強調在依照國際法框架下，歡迎任何避免衝突的措施。

This article first appeared on GuruFocus. Microsoft Corp. (MSFT, Financials) is ramping up its artificial intelligence infrastructure ahead of its fiscal second quarter earnings report, winning approval to build 15 additional data centers in Mount Pleasant, Wisconsin, while launching its second-generation AI chip, Maia 200. Microsoft's largest data center project, worth over $13 billion, will expand its 9 million square foot facility. Cloud and AI services for OpenAI and other enterprise clients will be supported by the expansion. Maia 200 is aimed for faster, more efficient AI inference. Built on Taiwan Semiconductor's 3 nanometer technology, the chip has over 100 billion transistors and can perform up to 10 petaflops in FP4 mode, three times faster than Amazon's Trainium3 and more efficient than Google's TPU v7. Due to robust Azure Cloud growth, analysts predict Microsoft to deliver adjusted earnings per share of $3.91 on $80.3 billion in revenue, up 21% and 15% year over year. Microsoft shares have up 8.2% in the past year, and analysts have a Strong Buy rating and an average price target of $618.85, meaning 32% upside.

Trump's shadow looms over India-EU trade deal 14 minutes ago Share Save Vikas Pandey Delhi Share Save Reuters Indian Prime Minister Narendra Modi and EU leaders Ursula von der Leyen and António da Costa radiated cheer as they posed for reporters ahead of the deal's announcement The trade deal between India and the European Union is as much about geopolitics as it's about intercontinental business relations. The EU is already India's largest partner with trade in goods reaching $142.3bn (£104.07bn) in 2024, amounting to 11.5% of the South Asian nation's total trade. India is the EU's ninth largest trading partner. These are impressive numbers and reflect strong relations. And yet, trade talks were stuck for two decades. That raises the question: what's changed now? The answer lies in the fast-evolving geopolitical landscape and the unpredictability of the US administration under President Donald Trump. The US leader has used tariffs as a bargaining chip in some negotiations but he has often used them to punish countries, including partners, which don't agree with his worldview. The US has imposed 50% tariffs on Indian goods, which include a 25% penalty for Delhi's refusal to stop buying oil from Russia. Some EU countries recently faced fresh tariff threats from Trump as the US president was put out by their refusal to accept his proposed takeover of Greenland. He later withdrew the threat, but experts say it did rattle the EU. The EU and India are not alone in looking to hedge their bets when it comes to the US – the free trade agreement (FTA) in Delhi was secured amid a flurry of countries striking deals and patching things up as they try to cope with global unpredictability. The EU-India pact - the seventh trade deal India has completed recently - comes after Brussels signed a trade accord with South American trade bloc Mercosur earlier this month after 25 years of negotiation. Experts say the Trump factor helped speed that up too, though it's now facing legal chal...

You can buy AMD's fastest graphics card for $700, but there's a catch How-To Geek

The Hollywood actor is about to go stratospheric thanks to Nouvelle Vague, a film about the making of Jean-Luc Godard’s masterpiece. How did she feel about playing the blond gamine in some of cinema’s best loved scenes? Richard Linklater’s latest film Nouvelle Vague is not so much a re-enactment of cinema history, but a celebratory tribute act – joyously reliving the spirit of the early French New Wave, as it re-imagines 1959 Paris and the chaotically innovative shooting of Jean-Luc Godard’s epoch-making Breathless (A Bout de Souffle). Most of the cast are newcomers, but there’s one familiar face: American actor Zoey Deutch. She plays Jean Seberg, already a Hollywood star when Godard cast her as expat student and newspaper vendor Patricia. Seberg’s stroll with Jean-Paul Belmondo on the Champs-Elysées, in T-shirt, slacks and ballet flats, is one of the legendary duets of French cinema. Deutch has Seberg’s style down impeccably: her awkward American-accented French, her balletic bounce in that scene, her exuberant shout of “New York Herald Tribune!” On a Zoom call from Los Angeles, Deutch – Seberg’s blond gamine cut now grown out into symmetrical black bangs – admits that when Linklater first suggested she might play the role, she knew nothing about Seberg, or about Breathless. That was way back in 2014, when they were shooting Linklater’s college baseball comedy Everybody Wants Some!! “I was 19,” says Deutch, “and I know there are plenty of 19-year-olds who are cinephiles and know a ton about that world, but I didn’t.” Continue reading...

TLRY260618P00007000 互動股市圖表 | TLRY Jun 2026 7.000 put 股市 Yahoo 財經

For JPMorgan’s income managers, discipline means delivering predictable outcomes through rigorous risk management rather than chasing headline yield. In this episode of Inside Active, host David Cohne, a mutual fund and active management analyst at Bloomberg Intelligence, and co-host Eric Balchunas, senior ETF analyst at BI, speak with Hamilton Reiner, managing director and CIO of the US Core Equity Team, and James McNerny, managing director and portfolio manager within the Global Liquidity busi

Meta to Test Paid Plans for Instagram, Facebook, WhatsApp Yahoo Finance UK

This article first appeared on GuruFocus. Meta Platforms Inc. (META, Financials) plans to introduce paid subscription options across Instagram, Facebook, and WhatsApp, expanding its revenue model beyond advertising. According to a TechCrunch report confirmed by Meta, the new plans will unlock advanced AI features and creative tools for paying users. The company said the subscriptions are designed to enhance productivity and creativity while giving users more control over their experience. The initiative builds on Meta's December acquisition of Manus, a Singapore-based AI startup purchased for $2 billion. The company plans to scale Manus's general AI agents as part of the subscription rollout. Meta's push into paid offerings could help recoup the heavy investments it made in AI development last year. While its Llama language models remain free and open source, competitors like OpenAI and Google already offer paid tiers for their AI products. The subscription options will be separate from Meta Verified, which is a service for creators and corporations that started in 2023 and offers account verification, support, and security solutions. Meta said that it will listen to what users have to say as it tries the new model over the next few months.

DKosig Sonos ( SONO ) introduced a new product for the first time in more than a year on Tuesday. The Amp Multi product was described as a professional-grade, rack-mountable multi-channel streaming amplifier aimed at advanced users and custom installers rather than the mass market. The new component can power up to four independently configurable Sonos zones and eight amplified outputs from a single unit, making it well-suited for larger, luxury homes where the hardware is hidden in an equipment rack while driving traditional in-wall or in-ceiling speakers across the property. Ampi Multi, which is positioned within Sonos' ( SONO ) components business alongside products like Amp and Port, is designed to deepen adoption of the Sonos ( SONO ) platform in whole-home installations and embed the system into the architecture of the home instead of relying solely on visible, standalone speakers. The launch of Ampi Multi effectively marks the end of an intentional pause in hardware releases while new CEO Tom Conrad focused on fixing the troubled mobile app and rebuilding brand reputation following the botched software overhaul and the departure of former chief executive Patrick Spence. While Amp Multi itself is a niche, installer-focused product, it could serve as an early proof point for Conrad’s strategy to grow revenue by increasing the number of Sonos devices per household. "We created Amp Multi with integrators at the heart of every decision, drawing on their deep understanding of real-world installation challenges to design a product around how they actually work," stated Chris Heintzelman, VP, Product at Sonos ( SONO ). Shares of Sonos ( SONO ) are down 14.8% for the early part of 2026. More on Sonos Sonos: Tuned For A Turnaround, But It Sounds Better Than It Is - Hold Sonos: A Bright Future Ahead As Management Focuses On Product Density Sonos, Inc. 2025 Q4 - Results - Earnings Call Presentation Notable analyst calls this week: Charter, Datadog and Palantir among top ...

《信報》印刷版出報日為星期一至六。 除以下公眾假期外，其餘日子照常出刊： 休刊日：逢周日及2021年2月12至15日、 4月3至5日、12月27日 《信報》網上版及流動版於休刊日將如常更新每日即時新聞， 敬請留意。

Image source: The Motley Fool. Tuesday, Jan. 27, 2026 at 10 a.m. ET Call participants Chief Executive Officer — Samuel Hazen Chief Financial Officer — Mike Hart Vice President of Investor Relations — Frank Morgan Takeaways Revenue -- Increased 6.7% compared to the prior year quarter, reflecting sustained demand and network expansion. -- Increased 6.7% compared to the prior year quarter, reflecting sustained demand and network expansion. Net income attributable to HCA Healthcare -- Grew nearly 31% for the quarter, driven by margin improvement and disciplined expense management. -- Grew nearly 31% for the quarter, driven by margin improvement and disciplined expense management. Diluted earnings per share (as adjusted) -- Rose 29% versus the prior year period. -- Rose 29% versus the prior year period. Adjusted EBITDA -- Increased approximately 11% compared to the prior year quarter, with hurricane markets contributing about $150 million. -- Increased approximately 11% compared to the prior year quarter, with hurricane markets contributing about $150 million. Adjusted EBITDA margin -- Improved sequentially and year over year, with an 80 basis point increase for the quarter versus the prior year quarter. -- Improved sequentially and year over year, with an 80 basis point increase for the quarter versus the prior year quarter. Same facility admissions -- Increased 2.4% and equivalent admissions up 2.5% for the year. -- Increased 2.4% and equivalent admissions up 2.5% for the year. Same facility inpatient surgeries -- Flat year over year. -- Flat year over year. Same facility outpatient surgical volume -- Down slightly; ambulatory surgery centers (ASCs) declined by approximately 1.5% in the quarter. -- Down slightly; ambulatory surgery centers (ASCs) declined by approximately 1.5% in the quarter. Emergency room visits -- Increased 50 basis points compared to the prior year quarter. -- Increased 50 basis points compared to the prior year quarter. Payer mix changes -- Same f...

Source: Bloomberg, 0:00

NextEra Energy Inc. is offering large amounts of power for sale from its nuclear plants in Wisconsin and New Hampshire, as major technology companies race to secure nuclear energy for artificial-intelligence data centers. The company owns the Point Beach power plant in Wisconsin and the Seabrook Station plant in New Hampshire, both outside regulated utility frameworks, allowing the electricity to be sold to the highest bidder. “Between the two of them, we have 1.7 gigawatts of capacity we’re offering to the market,” NextEra Chief Executive Officer John Ketchum told analysts on an earnings call Tuesday. A traditional nuclear reactor has about one gigawatt of capacity. The demand for nuclear power has surged in recent years as overall electricity consumption increases and tech companies seek reliable round-the-clock power that doesn’t emit carbon. The owner of the shuttered Three Mile Island nuclear plant said in late 2024 that it would reopen the infamous facility to supply to Microsoft Corp. And Meta Platforms Inc. struck a series of deals this month that would make it one of the world’s biggest corporate buyers of nuclear energy. Tech companies have shown a willingness to spend a hefty premium for nuclear power, with Microsoft agreeing to a significantly higher price for electricity from Three Mile Island than for wind and solar energy available in the same region, according to analysts. Read More: Meta Signs Multi-Gigawatt Nuclear Deals for AI Data Centers NextEra said late last year it would restart the Duane Arnold nuclear power plant in Iowa, primarily to supply Google data centers. “Wisconsin is in a great spot for data center build out, it’s no secret,” Ketchum said Tuesday. “With that comes a lot of interest around power-generation solutions.” NextEra also sees opportunities to develop six gigawatts of small-modular reactors, or new nuclear, at its existing nuclear sites, Ketchum said. The company expects announcements this year involving large-load customer...

格隆汇1月28日｜巴西国家石油公司宣布将从2月起将天然气平均售价下调7.8%。

This article first appeared on GuruFocus. European electric vehicle sales trends in 2025 show a widening gap between legacy EV leaders and fast-rising Chinese competitors, with Tesla (NASDAQ:TSLA) losing ground as BYD (BYDDF) gains momentum. New-car registrations for Tesla models across the European Union, the U.K., and several nearby markets fell 20% year over year in December to 35,280 units, data from the European Automobile Manufacturers' Association show. For the full year, Tesla registrations slid 27% to 238,656 units, pointing to softer demand in a region that once anchored its global growth story. BYD moved in the opposite direction. The Chinese automaker posted a 268.6% jump in European sales during 2025, reaching 187,657 units. Its regional market share rose to 1.4%, up from 0.4% a year earlier, as it expanded its lineup and pricing reach. Battery-electric vehicles accounted for 17.4% of total EU auto sales in 2025, up from 13.6% in 2024. Hybrid-electric vehicles remained the most popular option, capturing 34.5% of the market. Sales data for December also point to shifting preferences. Battery-electric registrations climbed 51%, plug-in hybrids rose 36.7%, and hybrid-electric vehicles grew 5.8%, while petrol and diesel continued to lose share. Wall Street Opinion on Tesla TSLA: Tesla Sales Fall 20% in Europe. BYD Surges Ahead of EV Rival Based on the one year price targets offered by 41 analysts, the average target price for Tesla Inc is $389.52 with a high estimate of $600.00 and a low estimate of $25.28. The average target implies a downside of -10.50% from the current price of $435.20. Based on GuruFocus estimates, the estimated GF Value for Tesla Inc in one year is $272.14, suggesting a downside of -37.47% from the current price of $435.20. gf value is gurufocus' estimate of the fair value that the stock should be traded at. it is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the fu...

TSLA: Tesla Sales Fall 20% in Europe. BYD Surges Ahead of EV Rival Yahoo Finance UK

TSLA: Tesla Sales Fall 20% in Europe. BYD Surges Ahead of EV Rival Yahoo Finance

Top amd radeon 550 series on Sale AMD Radeon RX 550 2GB YRDRX Half Height Video Graphics Card Through The Fence Baseball

格隆汇1月28日｜野村证券的外汇策略师表示，日元最近的上涨与此前日本政府干预日元时出现的情况类似。周二，美元/日元一度下跌0.8%至152.93，创11月7日以来最弱，从接近155的盘中高点逐步回落；日本财务大臣片山皋月再度警告称政府已准备好与美国协调，对汇率采取“适当措施”。“今天的美元/日元价格走势类似于2022年和2024年政府出手干预时的走势，”Yujiro Goto牵头的外汇策略师团队在报告中写道。他们承认，目前仍难以断定是存在实际的官方干预，还是存在“汇率核查”等其他因素，不过他们指出，最新一轮走势“并非美元/日元的一次性下跌，而是在最初急挫之后又出现了陆续的进一步走低”，这与此前几次干预时期所见的走势相仿。

本周，一场庭审将在洛杉矶拉开帷幕。这是TicTok、油管（YouTube）和脸书母公司 Meta 首次因旗下平台被指对儿童造成伤害，需向陪审团出庭作证。 本周，一场庭审将在洛杉矶拉开帷幕。这是TicTok、油管和脸书母公司 Meta 首次因旗下平台被指对儿童造成伤害，需向陪审团出庭作证。 多年来，社交媒体巨头一直否认旗下平台会损害青少年心理健康。从本周二起，它们将首次在法庭上，就相关指控向陪审团进行辩护。 一名化名为 KGM 的 19 岁少女与其母亲卡伦・格伦，将TicTok、Meta、色拉布（ Snap ）以及 谷歌 旗下的油管告上法庭。原告指控这些公司蓄意设计成瘾性功能，损害了少女的心理健康，最终导致她出现自残行为和自杀念头。 据原告律师马克・拉尼尔透露，就在庭审即将开庭的前一天，TicTok同意以未公开的条款和解此案。色拉布也已于上周达成和解，具体条款同样未对外披露。 多年来，家长、维权人士、健康专家、科技行业举报者以及青少年群体一直担忧，社交媒体平台会让年轻人沉迷于刷屏，助长霸凌行为，扰乱睡眠规律，还会引导他们接触各类有害内容。科技公司高管曾多次被传唤至国会作证，甚至一度向那些声称孩子因社交媒体丧命或遭受伤害的家长致歉。然而，这些公司在美国却几乎没有面临任何实质性的后果，也未受到严格监管。 KGM 一案索赔金额尚未明确。该案的审理结果，或将影响超过 1000 起针对 Meta、色拉布、TicTok和油管的类似人身伤害案件的处置进程。拉尼尔向美国有线电视新闻网（CNN）表示，他希望 KGM 案中色拉布与TicTok的和解，能为这些公司解决其余案件奠定基础。 这场在洛杉矶举行的庭审预计将持续数周，Meta、TicTok和油管的高层管理人员均需出庭作证。 近年来，TicTok、Meta、油管和色拉布陆续推出了多项安全功能、相关政策以及家长管控工具，并声称这些举措旨在保护年轻用户。 这四家社交媒体公司在本年度还牵涉其他多起案件，其中包括部分学区以及州检察长提起的诉讼。一旦败诉，这些科技公司或将面临数十亿美元的赔偿，同时还会被迫对旗下平台进行整改。 非营利组织 “热度倡议” 致力于推动儿童网络安全保护，该组织首席执行官萨拉・加德纳表示：“对于那些孩子因大型科技平台遭受剥削、诱骗甚至死亡的家长而言，未来六周将是他们在被这些公司忽视多年后，迈向追责的第一步。这堪称我们这一...

Name: Rejection spreadsheets. Age: There’s nothing new in rejection. JK Rowling was rejected by 12 publishers, Elvis was told he couldn’t sing. Going back a little further, Cain had an offering of produce rejected by God himself, would you Adam and Eve it? But this is about rejection spreadsheets, right? Right. And they’re more recent. Go on, when did they begin? OK, so first let’s introduce Gabriella Carr. [Waves] Hi Gabriella Carr. In September last year, Ms Carr posted on TikTok and Instagram … Where else! Other platforms are available. Anyway, Carr posted a video of her goals and dreams for 2026. They included professional goals (she’s a video creator and actor), reading more books, gaining more followers … So far, so not very different from anyone else’s goals and dreams. She also held up a red notebook on which she’d written “The 1000 Nos of Gabriella Carr.” Nos as in … Yes, or rather the opposite of yes. Rejections. In her little red book, she lists jobs she’s applied for, roles and brand influencer campaigns she’s put herself up for, and been turned down. Why is she doing it, to keep a tally? “I know I’m delusional, but you kind of have to be to chase your dreams,” she said. “I’d rather try to fail than never try at all.” Almost turning a negative into something … if not positive, then some kind of achievement? I like it, I think. So do others. Guess what? It’s become a thing! Yes it has. “So there’s the 1,000 rejections girl,” announced another TikToker, @theplanistobefamous. “I’m doing what she’s doing, but I’ve got a spreadsheet!” And what has @theplanistobefamous got on his spreadsheet? Attempts on market sites to get things cheap (or for free!), networking opportunities and job applications (for quite ambitious jobs, “LA Times Studio Host”, for example). Still, aim high if it’s a no you’re after. I guess. In one row, he’s got “emailed Claudia” in the task column; followed in the status column by “Blocked”. That’s sad. No, it’s a victory! And lo, the 1,0...

Shares of Rocket Lab have fallen nearly 20% from recent record highs, following a Neutron test failure and uncertainty about its launch schedule.

In this article GM Follow your favorite stocks CREATE FREE ACCOUNT Trucks make their way to the Ambassador Bridge to cross into the United States at Detroit on April 1, 2025 in Windsor, Canada. Bill Pugliano | Getty Images DETROIT — General Motors expects to outproduce crosstown rival Ford Motor to become the top assembler of vehicles in the U.S. in the coming years. GM CEO and Chair Mary Barra announced the target Tuesday as the company reported its 2025 earnings and gave a 2026 outlook that included between $3 billion and $4 billion in expected tariff costs. "As we look further ahead, our annual production in the U.S. is expected to rise to an industry-leading 2 million units," Barra told investors, detailing previously announced plans to increase domestic production. GM's push to increase domestic production comes as tariffs from importing vehicles to the U.S. cost the company $3.1 billion in 2025. Based on the vehicles Barra mentioned, GM could reach its goal as early as 2027, depending on how quickly it ramps up production. The automaker next year is scheduled to add production of gas-powered crossovers currently made in Mexico to plants in Kansas and Tennessee as well as full-size SUVs and pickup trucks to a currently idled plant in Michigan. Aside from helping GM reduce its expected tariff costs, achieving that goal would take the title away from Ford, which has touted it in advertising and marketing efforts in recent years. Ford, which has called itself the "most American" automaker, assembled 2.1 million vehicles in the U.S., as of 2024, with 80% of its U.S. sales being assembled domestically. GM, meanwhile, is historically the top-seller of vehicles in the U.S. , but also was the largest importer of new vehicles to America in 2024, Bloomberg News reported last year. It imported approximately 1.23 million units that year — nearly half of its 2024 U.S. sales, according to the report. Neither Ford nor GM immediately responded for additional comment or details...

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) shares climbed about 4% on Tuesday morning after the company outlined plans to expand its Singapore operations. The company said it will invest roughly $24 billion SG$31 billion over the next decade to build a new wafer fabrication facility at its existing campus. The site will include about 700,000 square feet of cleanroom space, with production of NAND memory chips expected to start in the latter half of 2028. Micron expects the project to create approximately 1,600 new jobs, adding to 1,400 roles at its high-bandwidth memory packaging facility, bringing total new positions in Singapore to around 3,000. The expansion comes amid strong AI-driven demand for memory chips, particularly high-bandwidth memory used in AI servers. Analysts note that surging data-center requirements have tightened the global memory supply, leaving fewer chips for consumer devices.

Micron Stock Jumps on $24 Billion Singapore AI Chip Expansion TradingView