Rarely have two earnings reports so neatly aligned, as microchip equipment maker ASML Holding reported surprisingly strong orders growth as memory-chip producer SK Hynix said it would make a “considerable increase” in capital expenditure.
Rarely have two earnings reports so neatly aligned, as microchip equipment maker ASML Holding reported surprisingly strong orders growth as memory-chip producer SK Hynix said it would make a “considerable increase” in capital expenditure.
全球汽车产业正步入一个充满复杂性与不确定性的新阶段。根据标普全球移动（S&P Global Mobility）的行业分析，2026年全球轻型车产量预计将出现小幅下滑。这一调整主要源于多重因素的叠加影响：美国汽车关税及贸易政策的不确定性、中国汽车制造商全球布局的深化，以及欧洲市场对纯电动汽车需求增长的不均衡。 在此宏观背景下，各主要区域市场呈现出迥异的发展态势：北美市场，在经历政策变动的“抢购热潮”...
Dougal Waters/DigitalVision via Getty Images Introduction Invesco Mortgage Capital Inc. ( IVR ) has an aggressively high yield, but both its recent dividend history and its long term-returns are disappointing. A closer look shows high payout ratios, poor dividend growth, and relatively high leverage. Such poor metrics would get flagged on any normal dividend screen, notwithstanding the high yield....
Dougal Waters/DigitalVision via Getty Images Introduction Invesco Mortgage Capital Inc. ( IVR ) has an aggressively high yield, but both its recent dividend history and its long term-returns are disappointing. A closer look shows high payout ratios, poor dividend growth, and relatively high leverage. Such poor metrics would get flagged on any normal dividend screen, notwithstanding the high yield. However, this mortgage REIT has been going through a portfolio transition that cannot be ignored. Almost its entire $5.7 billion portfolio today comprises Agency RMBS and Agency CMBS, with very little non-agency exposure. The portfolio is funded primarily through repo borrowings. The portfolio now has a 6.7-6.9x leverage range, and a weighted average yield of ~5.4%. IVR is no longer a credit instrument; rather, it is a levered agency mortgage REIT with returns coming from rate volatility and funding spreads. This change is already reflected in its metrics. IVR is now trading roughly at book value after a 6-10% hike in BV since Q3. In Q3 itself, book value was up 4.5%, offering an economic return of ~8.7% when combined with dividends. This is an important difference from most mREITs - many of which tend to gradually erode book value, especially during volatile periods. That IVR was able to both grow book value while paying a high dividend is a positive surprise. The dividend - at $0.12 per month (~$1.44 annualized, ~15–16% yield) - is indeed high. However, management has clearly told investors that payout now roughly matches the portfolio’s levered net return on book. So, while there is no promise of durability, IVR is now simply working to directly pass-through almost its entire current carry to investors. IVR should now be seen not as a conventional income stock, but as an agency carry trade anchored in book-value. IVR works well when funding remains stable and rates are holding; it breaks otherwise. So the right question about IVR is to assess whether the current macro a...
Key Points CEO Elon Musk says Tesla's robotaxis are now operating without a safety monitor in Austin, and its FSD (Supervised) software could soon win approval in Europe. Grand View Research estimates the robotaxi market will expand at 99% annually through 2030, and Morgan Stanely says autonomous vehicle sales could top $3 trillion by 2040. Musk says the humanoid robot Optimus could be available t...
Key Points CEO Elon Musk says Tesla's robotaxis are now operating without a safety monitor in Austin, and its FSD (Supervised) software could soon win approval in Europe. Grand View Research estimates the robotaxi market will expand at 99% annually through 2030, and Morgan Stanely says autonomous vehicle sales could top $3 trillion by 2040. Musk says the humanoid robot Optimus could be available to the public by late 2027; he has previously stated the product could add $20 trillion to Tesla's market value. These 10 stocks could mint the next wave of millionaires › Tesla (NASDAQ: TSLA) lost substantial market share in electric cars during the past year due to increased competition, brand backlash, and the discontinuation of federal tax credits. The company said deliveries fell 9% in 2025 despite global electric car sales increasing 25%. However, Tesla is more focused on robotaxis and robots, a transition that has been years in the making, and CEO Elon Musk recently shared some good news about those products. Here's what you need to know. 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 » Tesla's robotaxis are operating without safety monitors in Austin Tesla launched its autonomous ride-sharing service in Austin to a limited group of people in June 2025. The company has since opened the service to everyone and expanded the service area rapidly, validating its camera-only strategy to some extent. Last week, Musk posted on social media: "Just started Tesla robotaxi drives in Austin with no safety monitor in the car. Congrats to the Tesla AI team!" Whereas rivals like Waymo equip robotaxis with lidar sensors that use detailed maps to navigate, Tesla relies solely on cameras. That strategy is not only cheaper, but also less time-consuming because the company doesn't need to map cities before putting robotaxis on the road. In other words, Tesla should be able to scale its autonomous ride-s...
Chinese Hackers Reportedly Breached Phones At "Heart of Downing Street" Chinese state-linked hackers reportedly accessed mobile phones “at the heart of Downing Street” as part of a long-running cyber-espionage campaign targeting telecom networks worldwide, according to Fox News . U.S. intelligence agencies believe the breaches began as early as 2021, though they were publicly revealed in 2024 afte...
Chinese Hackers Reportedly Breached Phones At "Heart of Downing Street" Chinese state-linked hackers reportedly accessed mobile phones “at the heart of Downing Street” as part of a long-running cyber-espionage campaign targeting telecom networks worldwide, according to Fox News . U.S. intelligence agencies believe the breaches began as early as 2021, though they were publicly revealed in 2024 after American officials warned allies about widespread intrusions into global telecommunications systems. The campaign targeted several countries, including the U.S. and members of the Five Eyes alliance. Investigators say the attackers may have gained access to the data of millions, with the ability to monitor calls, read messages, and track locations. Former U.S. national security adviser Anne Neuberger said the “Chinese gained access to networks and essentially had broad and full access,” allowing them to “geolocate millions of individuals” and “record phone calls at will.” Fox News reports that a source told The Telegraph that the breach reached “right into the heart of Downing Street,” raising concerns that senior U.K. officials may have been affected. In response, U.S. agencies urged telecom companies in 2024 to strengthen security. A joint advisory in August 2025 warned that Chinese state-sponsored groups, including one known as “Salt Typhoon,” were continuing to target networks globally. The Telegraph also reported “many” hacking incidents affecting British government phones, particularly during former Prime Minister Rishi Sunak’s term from 2022 to 2024. Former Israeli intelligence chief Yuval Wollman said Salt Typhoon is “one of the most prominent names” in cyber-espionage, with operations extending across Europe, the Middle East, and Africa. China has previously denied the allegations, calling them “baseless” and “lacking evidence.” U.K. officials have not yet commented on the latest reports. Tyler Durden Wed, 01/28/2026 - 04:15
Traders work at the New York Stock Exchange on Jan. 27, 2026. NYSE S&P 500 futures rose Wednesday morning ahead of the Federal Reserve's interest rate decision and earnings reports from major tech companies. Futures linked to the broad market index were up 0.25%, while Nasdaq 100 futures advanced about 0.77%. Dow Jones Industrial Average futures edged lower by 22 points, or less than 0.1%. In Tues...
Traders work at the New York Stock Exchange on Jan. 27, 2026. NYSE S&P 500 futures rose Wednesday morning ahead of the Federal Reserve's interest rate decision and earnings reports from major tech companies. Futures linked to the broad market index were up 0.25%, while Nasdaq 100 futures advanced about 0.77%. Dow Jones Industrial Average futures edged lower by 22 points, or less than 0.1%. In Tuesday's regular trading, the S&P 500 advanced 0.4%, reaching an all-time high and closing at a record. The Nasdaq Composite gained 0.9%. The 30-stock Dow fell more than 400 points, weighed lower by a nearly 20% plunge in UnitedHealth. Wednesday will bring the Fed's first rate decision of the year. The central bank is widely expected to keep its benchmark interest rate steady at a target range of 3.5% to 3.75%, but traders will be seeking hints on longer-term changes to monetary policy. Fed funds futures trading suggests two quarter percentage point cuts by the end of 2026, according to the CME FedWatch Tool . "The current U.S. economic outlook remains positive, with ongoing growth and a labor market that, although somewhat soft, has stabilized. Inflation continues to run above the Fed's target, leaving little justification for immediate rate cuts," said Christian Hantel, portfolio manager at Vontobel Asset Management. "Instead, investors should look to the March and June FOMC meetings as potential opportunities for policy adjustments, though these could be pushed into the second half of 2026 if conditions warrant," Hantel added. "All eyes will be on Chair [Jerome] Powell for any signals about the Fed's openness to further easing, but for now, the central bank's cautious, meeting-by-meeting approach seems set to continue." Earnings from a slate of major technology companies are on deck. Microsoft , Meta Platforms and Tesla are set to post their quarterly financial results Wednesday after the closing bell. Apple will post its results on Thursday. 53 Min Ago European stocks mixe...
For Immediate Releases Chicago, IL – January 28, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Oracle’s ORCL, Amazon AMZN and Alphabet GOOGL. Here are highlights from Wednesday’s Analyst Blog: Is Oracl...
For Immediate Releases Chicago, IL – January 28, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Oracle’s ORCL, Amazon AMZN and Alphabet GOOGL. Here are highlights from Wednesday’s Analyst Blog: Is Oracle's Rising Cloud CapEx Driving Its Next Growth Phase? Oracle’s increasing cloud capital spending is positioning the company for its next growth phase by expanding capacity to meet rising AI and enterprise cloud demand. Management raised its fiscal 2026 capital expenditure forecast to around $50 billion, nearly $15 billion above earlier estimates, reflecting strong visibility into cloud bookings and future workloads. During the second quarter of fiscal 2026, Oracle invested roughly $12 billion, primarily in GPU-based infrastructure and data centers to support growth in Oracle Cloud Infrastructure. While this heavy spending drove negative free cash flow in the quarter, the company emphasized that most of this expenditure is focused on revenue-generating equipment rather than long-term real estate assets. Because the equipment is added late in the data center build cycle, Oracle can start generating revenues shortly after customers go live, shortening the gap between investment and monetization. These investments are closely linked to Oracle’s expanding backlog and demand pipeline. Management said many new bookings can be monetized quickly because capacity is already available or under construction. As a result, the company expects about $4 billion in incremental revenue acceleration beginning in fiscal 2027, driven by AI training, inference and multicloud deployments. Oracle is taking a disciplined approach to funding this growth through a mix of debt markets and alternative models like customer-provided or leased chips, which helps keep revenues in line with costs. In additi...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Qualcomm has invested in SpotDraft to build privacy focused, on device AI contract review tools powered by Snapdragon processors. Lantronix is working with Qualcomm on edge compute solutions that use Qualcomm chips for real time defense and security threat detection. These moves extend Qualc...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Qualcomm has invested in SpotDraft to build privacy focused, on device AI contract review tools powered by Snapdragon processors. Lantronix is working with Qualcomm on edge compute solutions that use Qualcomm chips for real time defense and security threat detection. These moves extend Qualcomm's AI reach into legal, enterprise and defense use cases beyond its core mobile chipset business. QUALCOMM (NasdaqGS:QCOM) is pushing deeper into on device AI as its shares trade at $153.04, with a 23.0% return over 3 years and 3.4% over 5 years. The stock shows shorter term pressure, with a 12.5% decline over 30 days and an 11.5% decline year to date, which may shape how investors interpret these AI partnerships. The new deals highlight where Qualcomm is trying to add value outside traditional smartphone cycles. For investors, the notable angle is how Qualcomm is positioning its Snapdragon and edge compute platforms for privacy sensitive, mission critical workloads in legal and security settings. These partnerships may, over time, provide more clarity on how much of Qualcomm's demand comes from enterprise, legal and defense customers that rely on AI at the edge rather than in the cloud. Stay updated on the most important news stories for QUALCOMM by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on QUALCOMM. NasdaqGS:QCOM Earnings & Revenue Growth as at Jan 2026 How QUALCOMM stacks up against its biggest competitors Quick Assessment ✅ Price vs Analyst Target : At US$153.04 versus a US$190.38 analyst target, the shares sit about 24% below consensus. ⚖️ Simply Wall St Valuation : Simply Wall St flags QCOM as trading close to estimated fair value overall. ❌ Recent Momentum: The 30 day return of roughly 12% decline signals weak short term sentiment. Check out Simply Wall St's in depth valuation analysis for QUALCO...