美国联邦医疗保险和医疗补助服务中心（Centers for Medicare and Medicaid Services，CMS）在其价格谈判计划中新增15种药物（包括Trulicity和Biktarvy），可能影响 礼来 （LLY）和 吉利德科学 （GILD），新价格将于2028年起生效。 责任编辑：张俊 SF065

Date: January 28, 2026 Introduction As of early 2026, Tesla, Inc. (NASDAQ: TSLA) has officially transitioned from being viewed primarily as an automotive manufacturer to being evaluated as a diversified artificial intelligence (AI) and robotics powerhouse. This shift occurs at a critical juncture: while Tesla's core vehicle delivery numbers saw their second consecutive year of contraction in 2025, the company’s valuation remains tethered to a "master plan" that now includes a deep, symbiotic relationship with X (formerly Twitter). The recent introduction of a bold, high-stakes creator payout plan on X has sent ripples through the Tesla investor community, signaling a new era of decentralized marketing and brand management that bridges the gap between Musk’s social media platform and his trillion-dollar ambitions for autonomy and robotics. Historical Background Founded in 2003 with the mission to accelerate the world's transition to sustainable energy, Tesla’s history is defined by its ability to survive "production hell" and disrupt entrenched industries. From the launch of the original Roadster to the mass-market success of the Model 3 and Model Y, the company redefined the electric vehicle (EV) as a desirable, high-tech product rather than a niche alternative. The most transformative period in its history, however, began in late 2022 with Elon Musk's acquisition of X. This move initially raised concerns about "key man risk" and split attention. By 2025, the narrative shifted as Musk began integrating the engineering talent and data streams of his various ventures—Tesla, X, SpaceX, and xAI—into a unified "Musk Ecosystem." The 2026 launch of the "Year of the Creator" on X represents the latest milestone in this convergence, aiming to turn social media influence into a direct driver for Tesla’s AI products. Business Model Tesla’s business model is a multi-pronged engine: Automotive: Designing and manufacturing EVs. While still the primary revenue driver, it now faces...

希捷科技涨幅扩大至21%，创最近四年来最佳盘中表现。 西部数据涨幅重新扩大至10.56%，SanDisk涨幅重新扩大至8.4%，美光涨5.1%。 标普500指数转跌，三大股指目前整体上大致持平。

Boarding1Now Southwest Airlines ( LUV ) is set to announce fourth-quarter earnings on Thursday, and investors will watch out for demand trends and updates from the airline about its capacity as well as strategic changes, including international partnerships, fleet monetization, and rationalized CapEx. Wall Street expects the Dallas-headquartered company to post an EPS of $0.57, implying a 1.8% increase year-over-year, while revenue is expected to rise 8.8% to $7.51B for the quarter. The airline’s CEO Robert Jordan, during the Q3 earnings call, said he expects to deliver more than $1B of incremental EBIT from assigned extra legroom seating in 2026 and hit a full run rate of approximately $1.5B in 2027. Earlier this month, JPMorgan upgraded Southwest Airlines to Overweight from Underweight, with a price target of $60. JPMorgan analyst Jamie Baker said that the airline’s core business is starting to stabilize and believes its initiatives (bag fees and seat assignments) are progressing as planned, as evidenced by management reiterating incremental EBIT targets throughout 2025, despite the demand headwinds in the industry. Seeking Alpha’s Quant rating system also considers it a Buy . The company’s stock has gained over 31% in the last one year, compared to a 16% rise in the broader S&P 500 Index. However, Wall Street analysts and Seeking Alpha analysts remain cautious, rating the stock a Hold . “Management expects modest capacity growth, incremental EBIT from assigned seating, and potential fuel price relief in 2026. However, Southwest Airlines remains expensive despite anticipated profitability improvements and upcoming Q4 results,” highlighted Seeking Alpha analyst Gytis Zizys, rating it a Hold. Over the last two years, LUV has beaten EPS estimates 75% of the time and has beaten revenue estimates 63% of the time. Over the last three months, EPS estimates have seen two upward revisions versus 12 downward revisions, while revenue estimates have seen two upward revisions,...

Apparel on display at Shein’s headquarters. Photo: VCG Shein defended its business model before the French Senate last week, arguing it provides affordable fashion for underserved consumers and supports local retail through a hybrid approach. Executives rejected claims that the fast-fashion giant harms traditional retail, saying the platform simply responds to shifting consumer demand. During a 90-minute hearing on Jan. 21, senators pressed Shein on the “de-commercialization” of France’s city centers — a term increasingly used to describe how digital platforms offering inexpensive imported goods are hollowing out brick-and-mortar retail. The hearing followed the company’s controversial debut at Paris’s historic BHV Marais department store in November 2025, a move that triggered protests from local officials, residents and industry figures.

马斯克暗示，SpaceX可能把首次公开募股（IPO）时间选在6月，以契合某个行星现象和他55岁生日。 马斯克考虑将上市时间定在金星与木星极度接近（金木合相）的时刻 ，这意味着IPO日期可能定于6月中旬，而马斯克也恰好在该月迎来55岁生日。 对于大多数公司而言，这种决策逻辑简直不可思议，但马斯克长期以来就有在重大商业决策中融入象征意义和“玩梗”的习惯。 此前，马斯克曾发文称要以每股420美元的价格将公司私有化，这被广泛认为是在致敬大麻爱好者的“4·20”节日。而他将Twitter更名为X也被视为对早年创业的公司X.com的致敬（该公司在与PayPal合并后失去了这个名字）。 SpaceX计划通过此次IPO筹集高达500亿美元资金，公司估值约为1.5万亿美元。该IPO规模将为史上最大。 责任编辑：李桐

Mega-Cap Earnings Could Decide the Tech Sector’s Next Big Move MarketBeat

Source: Bloomberg, 0:00

As of January 28, 2026, the global semiconductor landscape has shifted from a story of cyclical recovery to one of structural AI-driven expansion. Micron Technology, Inc. (NASDAQ: MU) finds itself at the epicenter of this transformation. In early trading this morning, Micron shares saw a notable 2.3% pre-market gain, a move triggered by fresh industry data points confirming that the "AI Supercycle" is entering its second, more intensive phase. Investors are reacting to a combination of factors: an update from key customer Nvidia regarding the upcoming "Vera Rubin" GPU architecture and reports that Micron’s High Bandwidth Memory (HBM) yields for its next-generation HBM4 modules have exceeded internal targets. This momentum reinforces Micron’s newly cemented status as a premium AI infrastructure play, moving the stock well beyond its historical reputation as a commodity-sensitive memory manufacturer. Historical Background Founded in 1978 in the unlikely location of a Boise, Idaho, dental office basement, Micron Technology began its journey as a four-person semiconductor design firm. Its early history was defined by a brutal fight for survival during the memory price wars of the 1980s and 1990s. While dozens of American memory makers folded under pressure from Japanese and Korean competitors, Micron survived through a relentless focus on cost-cutting and manufacturing efficiency. Key milestones include the 1998 acquisition of Texas Instruments’ memory business and the 2013 acquisition of Elpida Memory, which consolidated the DRAM market into a global triopoly consisting of Micron, Samsung, and SK Hynix. In 2017, the appointment of Sanjay Mehrotra—co-founder of SanDisk—marked a pivotal shift. Mehrotra pivoted the company away from sheer volume toward high-value, high-margin solutions, a strategy that arguably saved the company during the post-pandemic supply chain crisis and positioned it to lead in the AI era. Business Model Micron operates through four primary busines...

Uber, Lyft, StubHub, Airbnb, Alphabet, and Meta should benefit from the World Cup, but the tournament faces growing political backlash.

One reason why art – painting, literature, film, theatre, all of it – is so important to society is that it creates spaces that can tolerate difficult answers to difficult questions. This makes art the opposite of politics, where politicians are under constant pressure to give easy answers to difficult questions. I was thinking about this distinction this month while watching the European film awards, this continent’s answer to the Oscars, which has moved its annual ceremony to January this year as it seeks to position itself as a major tastemaker for grownup cinema. One of the most gratifying wins of the night was the best documentary prize for Fiume o Morte! by the Croatian director Igor Bezinović – an Act of Killing-style re-enactment of the 1919 conquest of the Adriatic city of what is now Rijeka by a rag-tag army assembled by the proto-fascist dandy-poet Gabriele D’Annunzio. It was precisely the kind of quirky cinematic gem that the European film awards should be there to champion: a film ignored by the main festivals, about an overlooked but relevant episode in history. In his acceptance speech, Bezinović thanked the non-professional actors he’d recruited in his home town of Rijeka. But since the awards ceremony was held in Berlin, he also drew attention to the fact that, last month, 55,000 students in 90 cities had taken to the streets to protest “against the militarisation of Germany and against conscription”. Bezinović said he hoped “that these protests will inspire students all over Europe”. These words were met with frenetic applause, which is understandable. Pacifism is at the core of modern European identity: we are a crowded-together collective of similar-but-different nation states, who have managed to not be at each other’s throats for an unprecedented period of time precisely because we extricated ourselves from intense militarisation. View image in fullscreen ‘Not so much “pro-military” but “pro-soldier”’ … the Bafta-nominated documentary 2000 Mete...

Meta Platforms（META）和Alphabet旗下YouTube（GOOGL）在洛杉矶面临标杆性审判，指控其平台设计存在缺陷且具成瘾性；TikTok和 Snap 在陪审团遴选前已与原告达成和解。 责任编辑：张俊 SF065

美国银行（BAC）(BAC)和英特尔（INTC）(INTC)将为符合条件员工的子女在新设立的"特朗普账户(Trump Accounts)"中匹配联邦政府提供的1000美元启动资金，该账户将于7月开放存入。(新浪财经)

Is Qualcomm The Ultimate "Safe" Tech Buy? Forbes

Some cryptocurrencies have proven to be market-beating investments over the last several years, but picking which to invest in is a daunting task. Over the past decade, investors have become increasingly open-minded about complementing their stock positions with cryptocurrency. Perhaps the biggest influence behind crypto's mainstream acceptance are the astronomical gains seen in Bitcoin (BTC +0.95%) and Ethereum (ETH +0.47%) -- which have surged nearly 23,000% and 128,000% over the last 10 years. Investors are interested and looking for the next breakout candidate. In my view, Chainlink (LINK 3.38%) could be the next cryptocurrency to go parabolic. Let's explore what makes Chainlink unique and assess why it could be a winning investment in the long run. Expand CRYPTO : LINK Chainlink Today's Change ( -3.38 %) $ -0.41 Current Price $ 11.74 Key Data Points Market Cap $8.3B Day's Range $ 11.71 - $ 12.15 52wk Range $ 10.21 - $ 27.70 Volume 423M What is Chainlink? At its core, Chainlink is an oracle coin. This is a fancy way of saying that Chainlink provides the infrastructure to ensure smart contracts receive accurate data between different blockchain networks. While Chainlink's value proposition may seem mundane, the company's role within the decentralized finance (DeFi) ecosystem should not be taken for granted. Much like how a Bloomberg terminal provides the nuts and bolts of financial infrastructure for bankers or how the SWIFT network secures payment settlements at a global scale, Chainlink has the potential to become an influential tool for the next generation of AI-powered financial systems. Why is Chainlink important? Chainlink stands to benefit from the movement toward real-world tokenization as well as accelerating investment in AI infrastructure. With more asset classes moving on-chain, financial institutions will need to increase investment in areas such as live market data feeds, secure identity authentication, and embedded compliance enforcement. In additi...

In this article AAPL Follow your favorite stocks CREATE FREE ACCOUNT US businessman Tim Cook looks on during the World Economic Forum (WEF) annual meeting in Davos on Jan. 20, 2026. Ludovic Marin | AFP | Getty Images Apple CEO Tim Cook said he was "heartbroken" by the situation in Minneapolis and called for an easing of tensions in a note to employees this week, CNBC confirmed Wednesday. "This is a time for deescalation," Cook wrote in a memo obtained by Bloomberg , which first reported the news. "I believe America is strongest when we live up to our highest ideals, when we treat everyone with dignity and respect no matter who they are or where they're from, and when we embrace our shared humanity." Cook said he had a "good conversation" with President Donald Trump this week to discuss his concerns and expressed appreciation for his "openness to engaging on issues that matter to us all." Cook did not directly mention the two fatal shootings by federal agents. A growing list of leaders and billionaires are speaking out after Renee Nicole Good and Alex Pretti were fatally shot by federal agents in Minneapolis this month. Multiple news outlets reported that OpenAI 's Sam Altman said Immigration and Customs Enforcement "is going too far" in a message to employees. Elsewhere, LinkedIn cofounder Reid Hoffman wrote on X this week that "there is politics but humanity should transcend that." Read more CNBC tech news Apple, Google host dozens of AI 'nudify' apps like Grok, report finds Blockbuster social media trial kicks off, with more to come this year Meta inks deal to pay Corning up to $6 billion for fiber-optic cables in AI data centers TikTok blames data center outages for U.S. app problems, denies censorship claims Many executives have kept quiet on the events unfolding in Minneapolis. It's a stark contrast to 2020 , when major tech CEOs, including Meta 's Mark Zuckerberg , spoke out against the death of George Floyd in the Midwest city and committed millions to groups...

View of the trading floor of New York Stock Exchange by Lev Radin via Shutterstock The S&P 500 Index ($SPX) (SPY) today is up +0.03%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.02%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.43%. March E-mini S&P futures (ESH26) are up +0.02%, and March E-mini Nasdaq futures (NQH26) are up +0.38%. Stock indexes are moving higher today, with the S&P 500 posting a new all-time high and the Nasdaq 100 posting a 3-month high. Strength in chipmakers and AI infrastructure stocks is leading the overall market higher today after a sharp increase in orders at ASML Holding NV added fresh optimism to the sustainability of artificial intelligence spending. ASML Holding NV, the only producer of lithography machines that are needed to make advanced semiconductors, reported today that Q4 bookings were a record 13.2 billion euros, well above the consensus of 6.85 billion euros. Also, better-than-expected earnings results from Seagate Technology Holdings NV and Texas Instruments added to the bullish market sentiment. However, stocks fell back from their best levels amid long liquidation and position squaring ahead of today’s FOMC meeting results and remarks from Fed Chair Powell. The markets are expecting the FOMC to keep the fed funds target range unchanged at 3.50% to 3.75%. The dollar index (DXY00) is moving higher today, recovering some of Tuesday’s plunge to a nearly 4-year low. The dollar sank on Tuesday after President Trump said that he's comfortable with the recent weakness in the dollar. Meanwhile, Mr. Trump’s comments have pushed gold prices (GCG26) up more than +3% today to a new all-time high. WTI crude oil (CLH26) climbed to a 4-month high today after President Trump said in a social media post that he wants Iran to come to the table and negotiate a “fair and equitable deal with No Nuclear Weapons.” He warned Iran that time is running out to make a deal with the US, noting that a fleet of US warships entering the regio...

Researchers at Google DeepMind have unveiled their latest artificial intelligence tool and claimed it will help scientists identify the genetic drivers of disease and ultimately pave the way for new treatments. AlphaGenome predicts how mutations interfere with the way genes are controlled, changing when they are switched on, in which cells of the body, and whether their biological volume controls are set to high or low. Most common diseases that run in families, including heart disease and autoimmune disorders, as well as mental health problems, have been linked to mutations that affect gene regulation, as have many cancers, but identifying which genetic glitches are to blame is far from straightforward. “We see AlphaGenome as a tool for understanding what the functional elements in the genome do, which we hope will accelerate our fundamental understanding of the code of life,” Natasha Latysheva, a DeepMind researcher, told a press briefing on the work. The human genome runs to 3bn pairs of letters – the Gs, Ts, Cs and As that comprise the DNA code. About 2% of the genome tells cells how to make proteins, the building blocks of life. The rest orchestrates gene activity, carrying the crucial instructions that dictate where, when and how much individual genes are switched on. The researchers trained AlphaGenome on public databases of human and mouse genetics, enabling it to learn connections between mutations in specific tissues and their impact on gene regulation. The AI can analyse up to 1m letters of DNA code at once and predict how mutations will affect different biological processes. The DeepMind team believes the tool will help scientists map out which strands of genetic code are most essential for the development of particular tissues, such as nerve and liver cells, and pinpoint the most important mutations for driving cancer and other diseases. It could also underpin new gene therapies by allowing researchers to design entirely new DNA sequences – for example,...

专题：聚焦美股2025年第四季度财报 德州仪器 公司发布超预期的一季度强劲业绩指引后股价大幅飙升，这一信号表明工业设备与汽车领域的芯片需求正从低迷期逐步复苏。 该公司在周二发布的声明中表示，2026 年一季度营收预计在 43.2 亿至 46.8 亿美元之间，该区间中值 45 亿美元超出市场平均预期的 44.2 亿美元；同期每股利润最高可达 1.48 美元，远超市场预测的 1.26 美元。 德州仪器这份乐观的业绩展望意味着，其客户已完成积压库存的消化，开始恢复芯片采购。作为全球最大的模拟芯片制造商，该公司首席执行官哈维夫・伊兰表示，去年四季度公司芯片订单量已出现改善。 美股早盘，德州仪器股价一度大涨 8.1%；截至本周二收盘，公司股价今年以来已累计上涨 13%，报 196.63 美元。 模拟芯片的作用是将现实世界的各类输入信号转换为电子信号，广泛应用于汽车、工厂设备及各类民用产品中，这也让德州仪器成为衡量整体经济景气度的重要风向标，其业绩表现可直观反映企业对未来销售的信心。 由于电子元件生产和成品组装需耗费数月时间，工厂设备与汽车制造商通常会提前很久预订芯片。 伊兰在与分析师的电话会议中指出，公司面向工厂设备领域的工业芯片市场已出现好转，但他同时表示，该领域要恢复至此前水平仍有进一步增长空间。 伊兰称：“当前市场情绪仍较为紧张，后续走势仍需持续观察。” 他还表示，此前在公司营收中占比较小的数据中心芯片业务正快速扩张，现已开始为公司营收贡献显著增量，且这一增长趋势有望延续。 德州仪器的乐观预期也带动了其他模拟芯片企业的股价走势：周二下午业绩公布后， ADI > 亚德诺 半导体股价一度大涨 5.3%，安森美半导体股价飙升 6%。 财报数据显示，德州仪器 2025 年四季度营收同比增长 10%，至 44.2 亿美元，每股利润为 1.27 美元；上述两项数据略低于市场预期的 44.3 亿美元营收及 1.30 美元每股利润。 尽管相较于去年库存高企拖累销售的同期，德州仪器营收已实现同比增长，但此次行业复苏的到来仍晚于华尔街的预期。此前两轮财报发布后，因投资者迟迟未看到行业强劲复苏的信号，公司股价均出现下跌。 海港集团分析师杰伊・戈德堡表示，芯片行业的复苏如今终于步入正轨。他在采访中称：“德州仪器显然已搭上行业复苏的快车，据我记忆，这是公司销售数据的增长速度首次超过库存增速。” ...

Even though it isn’t released for another fortnight, you may already have formed strong opinions about Emerald Fennell’s Wuthering Heights. Perhaps you hold the position that the novel is a text so sacred that any adaptation whatsoever is equivalent to sacrilege. Or maybe you are excited to see what a noted iconoclast such as Fennell will do with something as fusty as a 179-year-old book. Either way, it is likely that your key takeaway from the Wuthering Heights press tour so far is that it’s getting a bit much. It has now been revealed that Margot Robbie and Jacob Elordi have matching rings decorated with two hugging skeletons and the phrase “Whatever our souls are made of, his and mine are the same”. It’s all getting a bit Wicked, isn’t it? Do we really need to form parasocial relationships with actors to enjoy their films? Maybe if that was the extent of it, this would be fine. But it has come at the thin end of a campaign during which Elordi and Robbie have both tried really, really hard to make everyone think they are besotted lovers and not professional colleagues with a product to sell. View image in fullscreen Wuther rings … the gifts exchanged by Robbie and Elordi. Photograph: Cece Jewellery There was the interview in January in which Robbie revealed that, during filming, Elordi would always make sure he was closely watching her on set, even when he was not required, and that even his occasional absence would result in her feeling “lost, like a kid without their blanket or something.” Or the time when Elordi claimed they had a “mutual obsession”. Or when Robbie revealed that Elordi filled her room with roses on Valentine’s day, prompting her to think “Oh, he’s probably a very good boyfriend”. It all sounds highly romantic and very sexy … at least until you remember that Margot Robbie is married to Tom Ackerley, with whom she has a child who was four months old at the time of the Valentine’s Day roses, that she and Ackerley are co-producers of Wuthering Heig...

中国地震台网正式测定：1月29日00时02分在甘肃甘南州迭部县(北纬34.03度，东经103.26度)发生3.0级地震，震源深度9千米。(央视新闻) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

登录新浪财经APP 搜索【信披】查看更多考评等级 谷歌 将支付1.35亿美元和解智能手机用户提出的集体诉讼，这些用户指控谷歌在未经许可的情况下对其安卓操作系统进行编程以收集他们的手机数据。 周二晚间，谷歌向加州圣何塞联邦法院提交了与Alphabet公司的初步和解协议，该协议需要法官批准。 谷歌在同意该和解协议时否认存在不当行为，该协议涵盖自2017年11月12日以来使用安卓系统移动设备的用户。 用户表示，谷歌不必要地收集了他们从移动运营商处购买的蜂窝数据，即使他们关闭了谷歌的应用程序、禁用了位置共享或锁定了屏幕。 他们说，这些数据支持了谷歌的产品开发和有针对性的广告活动，相当于“转换”，即一方错误地获取另一方的财产，意图实施控制。 作为和解协议的一部分，谷歌将不会在未征得安卓用户同意的情况下在他们设置手机时传输数据。 这家总部位于加州山景城的公司还将使用户更容易通过切换来停止数据传输，并将在GooglePlay服务条款中披露数据传输情况。 原告律师格伦·萨默斯在一份法庭文件中说，他认为1.35亿美元的赔偿金是有史以来最大的转换案件赔偿金。每位集体成员的赔偿金上限为100美元。原告方的一位损害赔偿专家估计，潜在的损害赔偿可能达到10.5亿美元。 诉讼始于2020年11月。审判原定于8月5日举行。 谷歌发言人何塞·卡斯塔内达在一封电子邮件中说：”我们很高兴能解决这一案件，该案对保证安卓系统安全的标准行业惯例进行了错误描述。我们将提供更多的信息披露，让人们更多地了解我们的服务是如何运作的。” 原告律师最多可要求赔偿3980万美元，即和解金的29.5%，作为律师费。 责任编辑：李桐

塔吉特 （TGT）与其他明尼苏达州企业签署联名信，在明尼阿波利斯市发生致命枪击事件后呼吁“立即缓和紧张局势”并促进官员间合作。 责任编辑：张俊 SF065

primeimages/E+ via Getty Images Key takeaways New portfolio positioning in place As announced on June 23, 2025, Invesco Developing Markets Fund transitioned to new leadership under the Asian and Emerging Markets Equities Investment Team, which resulted in a change to the fund’s investment philosophy and process. The fund outperformed its benchmark Invesco Developing Markets Fund Class A ( ODMAX ) shares at net asset value outperformed the MSCI EM Index in the fourth quarter of 2025. Stock selection in consumer discretionary was the largest contributor to relative return. Emerging markets performance Emerging market equities delivered a positive return in the fourth quarter, outperforming US equities and underperforming developed international equities. 1 Investment objective The fund seeks long-term growth of capital. Click to enlarge Fund facts Fund AUM ($M) 9,131.63 Click to enlarge Portfolio managers Charles Bond, Ian Hargreaves, Matthew Pigott, William Lam Click to enlarge Manager perspective and outlook Emerging market equities had another positive quarter, outperformed US equities for the third consecutive quarter, and underperformed developed international equities. 1 For 2025, the MSCI EM Index returned 33.57% compared to 31.89% and 17.88% for the MSCI EAFE and S&P 500 Indexes, respectively. South Korea posted the highest return for the quarter, with strong contributions from technology stocks like SK Hynix and Samsung Electronics. Latin America, along with Taiwan and South Africa, also outperformed the index for the quarter. China and Saudi Arabia were key underperformers. We believe emerging market equities offer double-digit earnings growth potential, with reasonable valuations across much of the universe. Despite recent outperformance, the asset class has been trading at a discount to global equities, particularly the US. Easier US monetary policy could be a tailwind for emerging markets, particularly given a weakening US dollar. While we are mindful of ...

Today’s Date: January 28, 2026 Introduction In the high-stakes arms race of Artificial Intelligence (AI) infrastructure, the spotlight often falls on the "brains" of the operation—the high-performance GPUs and TPUs produced by the likes of Nvidia and AMD. However, as AI clusters scale from thousands to hundreds of thousands of interconnected processors, a new bottleneck has emerged: data movement. Enter Astera Labs (Nasdaq: ALAB), a company that has rapidly become the premier "plumber" of the modern AI data center. Specializing in semiconductor-based connectivity solutions, Astera Labs provides the critical circuitry that ensures data moves seamlessly between processors, memory, and storage. With a recent report highlighting a robust 28.8% earnings growth projection for the coming fiscal cycle, Astera Labs is no longer just a promising startup; it is an architectural cornerstone of the global AI expansion. Historical Background Founded in 2017 in Santa Clara, California, Astera Labs was the brainchild of former Texas Instruments executives Jitendra Mohan, Sanjay Gajendra, and Casey Morrison. The founders recognized early on that the transition to cloud computing and the burgeoning field of AI would create massive "connectivity bottlenecks." While processing power was increasing exponentially, the physical channels through which data traveled were failing to keep pace. The company spent its early years in stealth mode, perfecting its first-generation Aries Smart DSP Retimers. Unlike traditional analog components, Astera’s digital-first approach allowed for greater flexibility and diagnostic capabilities. The company’s defining moment came with its Initial Public Offering (IPO) on March 20, 2024. Debuting on the Nasdaq at $36.00, the stock quickly became a barometer for the health of the AI infrastructure market. By early 2026, Astera has evolved from a component vendor to a systems-level innovator, recently bolstered by strategic acquisitions in photonics to address ...

This week’s reporting docket is headlined by many notable companies, a list that includes beloved Mag 7 member Apple AAPL. Shares have had a negative showing in 2026 so far, down roughly 5% and underperforming relative to the S&P 500. But can the tech titan’s results push some life back into shares? Let’s take a closer look at revisions and a few other key metrics to keep an eye on. Revisions Show Positivity The EPS outlook for the tech titan has remained stable and positive over recent months, with the current Zacks Consensus EPS estimate of $2.65 up 1.1% since the beginning of last November. Sales revisions have followed a similar path, with the $137.4 billion consensus estimate up 1.2% over the same period. As shown below, the company’s top line has shown steady improvement over recent years, with its high-flying growth days largely behind it. The stock commonly reflects a ‘safer’ tech play given its size and maturity, partly explaining why it generally trades at rich valuation multiples despite not posting outsized growth. Shares currently trade at a 30.0X forward 12-month earnings multiple, reflecting a 30% premium relative to the S&P 500. Zacks Investment Research Image Source: Zacks Investment Research Key Apple Metrics to Watch A key metric to watch in the release is Apple’s Services results, which have regularly been robust and reached record levels throughout recent periods. Apple’s Services segment represents all the recurring, non-hardware revenue tied to its ecosystem, such as Apple Music, Apple Pay, App Store, and Apple TV+, for a few examples. Our consensus Services estimate stands just at $30.0 billion, reflecting a 14% YoY climb. Below is a chart illustrating AAPL’s Services revenues on a quarterly basis, with our consensus estimate also blended in. Zacks Investment Research Image Source: Zacks Investment Research Keep in mind that Alphabet GOOGL and AAPL announced a multi-year collaboration under which the next generation of Apple Foundation Models...

Apple AAPL shares rose about 11% in 2025, but the momentum decelerated toward year-end. The stock began 2026 on a weak note, sliding 9.3%. It staged a rebound after Jan. 20. Since then, Apple has recovered 4.7%, including a 1.12% gain on Jan. 27. According to Reuters, Apple is on track to report its best iPhone sales growth in four years, helped by resilient demand for the high-end Pro lineup and growing expectations around AI features built using Google’s technology. Apple’s adoption of Google’s Gemini for an upgraded Siri and other Apple Intelligence tools represents its biggest AI strategy shift so far. As per the abovementioned Reuters article, Wall Street has largely welcomed the move, noting that it enables Apple to leverage its installed base of more than two billion devices without incurring high costs for building frontier AI models in-house. Per analysts at Goldman Sachs, as quoted on the Reuters article, the partnership with Google should reinforce the iPhone’s position as the preferred consumer device for accessing next-generation AI tools. Unraveling the iPhone Sales Story Apple saw a surge in iPhone 17 sales during the final quarter of 2025, its most important seasonal quarter.Citing data from Visible Alpha, Reuters also reported that sales in Greater China likely rose about 15%. According to Counterpoint, as quoted on the Reuters article, Apple captured a 20% share of the global smartphone market last year, up from 18% in 2024. Additionally, according to the Reuters article, as per analysts surveyed by LSEG, Apple is projected to deliver a 13.8% increase in iPhone sales in the October–December fiscal first quarter, the fastest pace in over four years. Into AAPL’s Stock Outlook Apple currently has an average brokerage recommendation (ABR) of 2.02 on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations made by 43 brokerage firms. The current ABR compares to an ABR of 1.99 a month ago, based on 42 recommendations....

当地时间1月28日，巴西总统卢拉在巴拿马出席拉丁美洲和加勒比国际经济论坛时发表讲话，捍卫拉丁美洲和加勒比地区更加自主的一体化，谴责单边主义、保护主义和“霸权主义诱惑”在国际舞台上“死灰复燃”。卢拉表示，将世界划分为势力范围和为获取战略资源而进行的新殖民主义入侵，是过时的做法和历史的倒退。卢拉强调“基础设施一体化不涉及意识形态”，并捍卫巴拿马运河的中立性。他表示，近三十年来，巴拿马运河一直得到“高效、安全且非歧视性”的管理。（央视新闻）

Lima/iStock via Getty Images Switzerland is considering a temporary increase in its value-added tax to help pay for a long-term overhaul of its armed forces as security risks across Europe intensify. The government has proposed raising the VAT rate by 0.8 percentage point for a decade starting in 2028, a move aimed at financing new military equipment after years of underinvestment. Officials estimate about 31 billion Swiss francs, or roughly $40 billion, will be needed to significantly strengthen defense capabilities. Any tax increase would require approval from parliament and voters under Switzerland’s system of direct democracy. The country’s standard VAT rate currently stands at 8.1%, one of the lowest in Europe. Revenue from the higher tax would be placed in a dedicated defense fund used for procurement. The fund would be allowed to borrow during the 10-year period but would have to return to a zero-debt position by the end of that timeframe. The government plans to submit draft legislation by the end of March, with parliamentary debate expected later this year and a nationwide vote in 2027. If approved, the tax change would take effect on Jan. 1, 2028. The proposal faces uncertainty, however, as voters and lawmakers are already weighing other potential VAT increases tied to pensions and tax reforms. Switzerland, which isn't a member of NATO or the European Union, currently spends about 0.7% of GDP on defense, well below the European average. While there are plans to lift that figure to 1% by 2032, officials say existing funding would still fall short given rising equipment costs, project delays and stronger demand linked to the war in Ukraine. More on Select STOXX Europe Aerospace & Defense ETF EUAD: Amid Greenland Woes And Oreshnik Ballistic Missile, EU Rearmament Is A Must Trump says U.S. negotiating 'total access' to Greenland - report Spain calls for creating a joint EU army amid Trump's Greenland threat - report Seeking Alpha’s Quant Rating on Select STOXX...

Zigmunds Dizgalvis/iStock Editorial via Getty Images Slowly but surely, this is how Safe Bulkers, Inc. ( SB ) has moved ever since I started covering it. From my initial coverage more than a year ago, it has already given 43 returns. And from my coverage three months ago, it has already increased by 25%. This justifies my bullish outlook of this stock despite global market volatility. Today, macroeconomic headwinds are still present. Yet, SB shows it can navigate the market environment with ease and prudence. Valuation are also in sync with fundamentals as the market prices in softer revenue expectations. But it warrants some caution as the price gets closer to my target price. Technicals show a possibility of a dip due to potential overbuying but may open new buying opportunities. Safe Bulkers: How It Has Been Recently The dry bulk market has shown mixed signals recently. This can be attributed to the current supply and demand dynamics. Yet, there have been some notable and interesting improvements, which I will discuss more later. Safe Bulkers, Inc. also seems to benefit from the recent trends as it starts to recover despite its softer performance from the previous year. We can see this in its most recent performance. In Q3 2025, its operating revenue amounted to $73.1M , down by 3.6% YoY from $75.9M. Commissions decreased, but this did not offset the decrease in the actual revenues. This should not be surprising considering the decrease in time charter equivalent rate. From $17,108 in Q3 2024, it decreased to $15,507. One of the things I could point out was the softer Chinese demand for iron ore. I have already discussed this thoroughly in my previous coverage since it is one of the largest dry bulk customers. And even in Q3, I assume that it still struggled with economic recovery due to its muted GDP growth rate at 4.8% , which was a decrease from the first half of 2025. On a lighter note, SB signaled a gradual recovery on a QoQ basis. From its weakest point in ...