A Carvana used-car vending machine displays vehicles in Miami, Dec. 9, 2022. Joe Raedle | Getty Images Shares of Carvana plummeted 14.2% Wednesday following short-seller accusations that the online used retailer overstated earnings with the help of businesses controlled by CEO Ernie Garcia III's family. Gotham City Research alleged Wednesday that the online used car retailer, which entered the S&P 500 last month, overstated its 2023-2024 earnings by more than $1 billion, and is "far more dependent on related parties" connected to the family than previously disclosed. To make its point, the short-seller published the 2024 audited financials of DriveTime Automotive Group, Inc. and Bridgecrest Acceptance Corp. Both companies are owned by Ernest Garcia II, Carvana's largest shareholder and the father of the online retailer's chief executive. CNBC did not independently verify the authenticity of the financial results, which Gotham said it obtained via the Freedom of Information Act. Stock Chart Icon Stock chart icon Carvana stock Broadly, the firm accuses Carvana's earnings of being dependent on DriveTime's debt issuance, "toxic" loans and accounting, and accounting irregularities. Carvana did not immediately respond for comment on the report from Gotham City Research, which is the latest in a string of short sellers targeting the company in recent years. Disbanded short seller Hindenburg Research last year disclosed a bet against Carvana, claiming the online used-car retailer's turnaround was a "mirage" that was being propped up by unstable loans and accounting manipulation. Shares of Carvana have been on an unprecedented ride for the company since a bankruptcy scare around late 2022. The stock's price has jumped from less than $5 a share during that time to close Tuesday at more than $477 per share. Carvana shares closed Wednesday at $410.04, down 14.2% — marking the company's second-worst trading day in the past year.

On a tree-lined street in north London, known as “Billionaire’s Row,” a clutch of mostly empty mansions sit behind tall hedges and blacked-out gates. As school children wander by, private guards in dark SUVs patrol outside. Behind the facades of these luxury homes on The Bishops Avenue lies a network stretching from Tehran to Dubai and Frankfurt. The ultimate ownership traces back, through layers of shell companies, to one of the most powerful men in the Middle East: Mojtaba Khamenei , the second-eldest son of Iran’s Supreme Leader. The 56-year-old cleric, touted as a potential successor to his father, Ayatollah Ali Khamenei , oversees a sprawling investment empire, according to people familiar with the matter and the assessment of a leading Western intelligence agency. The people said that while the younger Khamenei refrains from putting assets in his own name, he has been directly involved in the deals, some of which stretch back at least as far as 2011. His financial power has embraced everything from Persian Gulf shipping to Swiss bank accounts and British luxury property worth in excess of £100 million ($138 million), say the people, who requested anonymity for fear of retribution or because they’re not authorized to speak publicly. Together, the web of firms has helped Khamenei to channel funds — by some estimates in the billions of dollars — into Western markets, despite US sanctions imposed on him in 2019. That includes prime real estate — one house cost £33.7 million when it was bought in 2014 — in several of London’s most exclusive neighborhoods, a villa in an area dubbed the “Beverly Hills of Dubai” and upscale European hotels from Frankfurt to Mallorca. Funds for the transactions have been routed through accounts at banks in the UK, Switzerland, Liechtenstein and the United Arab Emirates, according to documents seen by Bloomberg and people familiar with the matter. The funds originate primarily from Iranian oil sales, the people said. None of the documen...

Randal Kolo Muani was lucky to be on the field. The Tottenham striker had suffered a moment of indescribable panic when the front right tyre on his Ferrari blew out on the motorway on Tuesday as he drove to Stansted airport for the team flight to Frankfurt. The car was a write-off but Kolo Muani walked away from it. He had to take a later flight to make this Champions League game and he was plainly determined to make his mark on it. Kolo Muani was once a hero to the Eintracht fans, scoring prolifically for them in the 2022-23 season. They were not happy to see him back and booed his every touch. The best one was that with which he broke the deadlock just after half-time to set Spurs fair for another win in this competition and a fast track to the last 16. Thomas Frank left his domestic troubles in London. The under-fire manager can reflect with pride at his team’s performances in Europe – even if Frankfurt were dismally off-colour. They are in crisis after a run of poor form saw them sack their manager, Dino Toppmöller. Things have not improved under the interim Dennis Schmitt. Eintracht already knew they had no chance of qualifying for the playoff round. They played like it. The difference in physical terms between the teams was stark. Kolo Muani’s goal was a well-taken volley; the loanee’s only other goals for Spurs were the two that he scored against his parent club Paris Saint-Germain. The result never felt in doubt. Spurs were far superior and Dominic Solanke, made sure of it with a low finish after coming on as a substitute. Frank has fought fires on so many fronts and he went into battle with only 11 established outfield players. It was difficult to argue the case for Spurs having made advances on the medical side as nine players were out injured. A further clutch were ineligible in Europe; a consequence of uneven recruitment. There was snowfall in the countdown to kick-off, the temperature around freezing and the Eintracht diehards were keen to turn up the v...

One of the leading scholars of China-Latin America relations, Francisco Urdinez is known for coining the concept of “economic displacement”, a theory that also gives its name to his Cambridge University Press book title published in November. The idea holds that China’s rise has reduced US relevance in the region by making partnerships with Beijing more consequential and ties with Washington less essential for many governments. Now, in the wake of US attacks on Caracas and the abduction of Nicolas Maduro, Urdinez examines how Venezuela could upend that framework and reshape perceptions of US-China competition in Latin America and beyond. For other interviews in the Open Questions series, click here Can you please explain your concept of economic displacement, how that applies to the US-China competition in Latin America? I had a feeling that it was impossible to really explain China’s amazing economic rise in the Global South, in Latin America, but also Africa and Southeast Asia, without taking into consideration how the US behaved during that same time. To do this, I thought I needed a metric, an index, a parsimonious variable that could exemplify or show me at a certain time, in a certain year, in a certain country, how much leverage and economic weight China exerted on one country. And to me, it was very important to have a similar comparison to the US. Advertisement What I did was use the existing literature in political science and international relations to compose an index of the main variables, which include trade, aid, finance and investment, into one single metric, which is weighted or measured relative to the country’s GDP. You end up with a measure of relative weight: how much China’s activities represent in a certain country vis-a-vis what the US is representing. By doing that, which is a very simple idea but very hard to bring to reality due to lack of good data, as the simple metrics of China’s engagement in the world sometimes are lagging behind and ...

Joe Hendrickson/iStock Editorial via Getty Images I resume my coverage on SoFi Technologies ( SOFI ), after my last rating didn't mature as I initially expected. Since my "Hold" in March 2025, the shares have doubled in price. SoFi is a clear example of an overvalued stock that outperforms despite the rich multiples. The growth story matters significantly more, and from what I'm seeing, this story is largely intact heading into the Q4 print. The company guided to 36% growth in adjusted net revenue for FY 2025, along with a 29% adjusted EBITDA margin. Q3 was a blowout quarter, with record originations and improving credit performance in personal loans. I expect this trend to persist into Q4. My "H old" rating is mainly due to the uncertainty that the recent equity round brought around the stock. After the two equity rounds totaling $3 billion (July and December), the diluted share count is higher. From what I'm seeing, the Street’s FY25 EPS hasn’t meaningfully changed since the Q3 print, creating a moderate risk of an EPS miss or a conservative forward guide this year. I prefer to stay on the sidelines and watch whether the capital raised is used for organic growth or for an M&A wave. The latter would deter me from upgrading to a buy rating post earnings. The Skepticism Heading Into The Q4 Print Last year, the company announced two equity rounds. One in July , consisting of 71.942 million shares at $20.85 ($1.5 billion ), and another similar round in December ($1.5 billion, consisting of 54.545 million shares at $27.50). Sell-side analysts were not particularly excited about this equity raise (particularly, Bank of America). In a note released earlier this month, BofA resumed coverage on SoFi with an underperform rating and a $20.50 price target (up from $17.50). The stock dropped high single digits that day. Why? One of the main points in the note suggested that the recent equity rounds could be in anticipation of an M&A wave. So far, no deal has been announced, but...

JEFFERSON CITY, Mo., Jan. 28, 2026 (GLOBE NEWSWIRE) -- Hawthorn Bancshares, Inc. (NASDAQ: HWBK), (the "Company"), the holding company for Hawthorn Bank, reported fourth quarter 2025 net income of $6.2 million, or earnings per diluted share ("EPS") of $0.90, and net income of $23.8 million, or EPS of $3.43, for the year ended December 31, 2025. Fourth Quarter 2025 Results Net income of $6.2 million, or $0.90 per diluted share, which improved from $6.1 million, or $0.88 per diluted share, for the third quarter 2025 (the "prior quarter"). Net interest margin, fully taxable equivalent ("FTE"), improved in the fourth quarter of 2025 to 4.03% compared to 3.97% for the prior quarter. Return on average assets and equity of 1.33% and 14.47%, respectively, compared to 1.33% and 15.21%, respectively, for the prior quarter and 1.00% and 12.49%, respectively, for the fourth quarter 2024 (the "prior year quarter"). Loans decreased $27.2 million, or 1.8%, to $1.49 billion from $1.51 billion at September 30, 2025. Deposits increased $28.2 million, or 1.9%, to $1.55 billion from $1.53 billion at September 30, 2025. 2025 Results Net income of $23.8 million, or $3.43 per diluted share, which improved $5.5 million, or 30.4%, from $18.3 million, or $2.61 per diluted share, for 2024 (the "prior year"), an increase of $0.82 per diluted share, or 31.4%. Net interest margin, FTE, of 3.89% compared to 3.41% for the prior year. Return on average assets and equity of 1.30% and 14.95%, respectively, compared to 1.00% and 13.04%, respectively, for the prior year. Efficiency ratio of 63.41%, an improvement of 451 basis points from 67.92% for the prior year. Loans increased $20.6 million, or 1.4%, to $1.49 billion from $1.47 billion at the end of the prior year. Deposits increased $21.0 million, or 1.4%, to $1.55 billion from $1.53 billion at the end of the prior year. Book value of $25.13 per share, an increase of $3.77, or 17.6% per share, from $21.36 per share for the prior year. Remained "well...

NVIDIA Written CFO Commentary to Be Provided Ahead of Call SANTA CLARA, Calif., Jan. 28, 2026 (GLOBE NEWSWIRE) -- NVIDIA will host a conference call on Wednesday, February 25, at 2 p.m. PT (5 p.m. ET) to discuss its financial results for the fourth quarter and fiscal year 2026, which ended January 25, 2026. The call will be webcast live (in listen-only mode) on investor.nvidia.com . The company’s prepared remarks will be followed by a Q&A session, which will be limited to questions from financial analysts and institutional investors. Ahead of the call, NVIDIA will provide written commentary on its fourth-quarter results from Colette Kress, the company’s executive vice president and chief financial officer. This material will be posted to investor.nvidia.com immediately after the company’s results are publicly announced at approximately 1:20 p.m. PT. The webcast will be recorded and available for replay until the company’s conference call to discuss financial results for its first quarter of fiscal year 2027. About NVIDIA NVIDIA (NASDAQ: NVDA) is the world leader in accelerated computing. For further information, contact: Investor Relations Corporate Communications NVIDIA Corporation NVIDIA Corporation ir@nvidia.com press@nvidia.com © 2026 NVIDIA Corporation. All rights reserved. NVIDIA and the NVIDIA logo are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries.

In this article TSLA Follow your favorite stocks CREATE FREE ACCOUNT Elon musk and the xAI logo. Vincent Feuray | Afp | Getty Images Tesla said on Wednesday that it's agreed to invest $2 billion into Elon Musk's xAI, which he launched almost three years ago as a prospective competitor to OpenAI. The share purchase was related to xAI's $20 billion financing round announced earlier this month. The artificial intelligence startup is best known for developing Grok, an AI chatbot and image generator. "Tesla's investment was made on market terms consistent with those previously agreed to by other investors in the financing round," the company said in its fourth-quarter earnings report. When Musk formed xAI as a Nevada public benefit corporation in March 2023, he did so without immediately disclosing the existence the company to Tesla shareholders. He debuted xAI in July that year, and the company dropped the public benefit corporation and related commitments in 2024. Of late, xAI has been at the center of regulatory probes across the globe concerning Grok. A recent Grok release, integrated into X, had enabled the widespread creation and dissemination of deepfake explicit images, based on photos of real people without their consent. The European Commission recently initiated a formal probe, as did the California Department of Justice, and agencies in Australia, India, Ireland and France. Other countries, including Malaysia and Indonesia, rapidly moved to suspend Grok until the company stops enabling mass production of content deemed illegal in their jurisdictions. Tesla includes Grok as a feature in some electric vehicle infotainment systems. In Tesla's shareholder deck on Wednesday, the company said it had "entered into a framework agreement in connection with the investment," to begin "evaluating potential AI collaborations between the companies." Tesla said the investment is "subject to customary regulatory conditions with the expectation to close in Q1'2026." WATCH: Te...

U.S. Federal Reserve Chair Jerome Powell speaks during a press conference following a two-day meeting of the Federal Open Market Committee (FOMC) on interest rate policy, in Washington, D.C., U.S., Jan. 28, 2026. Jonathan Ernst | Reuters The Federal Reserve wrapped up a two-day policy meeting Wednesday, delivering pretty much what the market expected and no major surprises from Chair Jerome Powell's news conference. Here are five things worth remembering: The decision: To no one's surprise, the rate-setting Federal Open Market Committee held its benchmark funds rate in a range between 3.5%-3.75%. The move broke a string of three straight cuts and could be a harbinger of a central bank not of a mind to ease again anytime soon. The dissents: As has been the custom for the past six months or so, multiple committee members broke ranks. This time, Governors Stephen Miran and Christopher Waller wanted another quarter percentage point cut. For Miran, though, it represented a bit of a turn as he deviated from three prior dissents in favor of half-point reductions. Powell's post-meeting news conference was, in a word, a snoozer. On five separate occasions, the chair delivered variations on "I have nothing for you on that" to questions from reporters looking to bait him into commenting on the multiple political kerfuffles surrounding the Fed. Asked for the advice he would give his successor, Powell responded, "Stay out of elected politics." From an economic standpoint, the FOMC statement and Powell's commentary reflected expectations for solid growth, a near-term tariff-fueled boost for inflation that ultimately will recede, and a labor market in stasis as the labor force participation rate plus less immigration keep hiring in check while layoffs are also muted. And the markets yawned. With little to go on, the major stock averages closed little changed. Traders are still pricing in about a 60% chance of two additional, quarter percentage point rate cuts this year. What they'...

Beacon Financial Corporation press release ( BBT ): Q4 Non-GAAP EPS of $0.79 in-line. Revenue of $225M misses by $5.95M . More on Beacon Financial Corporation Beacon Financial Corporation (BBT) Q3 2025 Earnings Call Transcript Beacon Financial Corporation 2025 Q3 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Beacon Financial Corporation Historical earnings data for Beacon Financial Corporation Dividend scorecard for Beacon Financial Corporation

周三（1月28日）纽约尾盘，现货黄金涨4.53%，刷新历史高位至5415美元/盎司上方，亚太盘初至北京时间16:00持续走高，至美联储主席鲍威尔讲话期间大体上持稳于5250-5300美元这样的区间，03:08以来“加速”上涨。 COMEX黄金期货涨5.83%，报5378.80美元/盎司，05:06（电子交易盘）刷新历史高位至5391.30美元，延续最近数日不断创历史新高的趋势。

Tesla Inc. Q4 Profit Retreats Nasdaq

Tesla reported adjusted earnings per share of $0.50, above a Wall Street estimate of $0.44. Tesla electric vehicles are parked at a Tesla service center on August 2, 2025 in San Diego, California. (Photo by Kevin Carter/Getty Images) Tesla said that 2025 was a “critical year” for the company as it transitioned from an EV company to physical AI. Tesla said that its dedicated robotaxi offering with no steering wheel or pedals is on schedule to start production in 2026, as is the company’s Tesla Semi truck. The company also said that it has entered into a deal to invest about $2 billion to acquire shares of CEO Elon Musk’s AI startup xAI as part of its recent funding round. Shares of EV giant Tesla Inc (TSLA) on Wednesday rose over 3% after hours after the company reiterated commitment to artificial intelligence and robotics on the heels of a fourth quarter report that beat Wall Street expectations. The company reported fourth quarter earnings per share of $0.50, below the $0.73 recorded in the corresponding quarter of 2024, but exceeding Wall Street expectations. Analysts on average were expecting the company to report adjusted earnings of $0.44, according to company-compiled earnings consensus estimates of sell-side analysts. Revenue for the three months through the end of December came in at $24.9 billion, above a Wall Street expectation of $24.5 billion. Tesla Commits To Autonomous Driving Tesla said that 2025 was a “critical year” for the company as it transitioned from an EV company to physical AI. “In 2026, we will further invest in the infrastructure needed to support clean energy and transport and autonomous robots, including the ramp of six new production lines across vehicle, robots, energy storage and battery manufacturing,” it said. Tesla said that its dedicated robotaxi offering with no steering wheel or pedals, called Cybercab, is on schedule to start production in 2026, as is the company’s Tesla Semi truck. The company also added that it is installing f...

Leila Melhado/iStock Editorial via Getty Images Introduction MercadoLibre (NASDAQ: MELI ) has been one of the most cherished stocks across the retail investing landscape as it has been deemed the Amazon of Latin America. As of recent years, the company has been solidifying its position as the region’s largest ecosystem for e-commerce, logistics, and digital payments. I believe that MercadoLibre is now no longer just an e-commerce platform but has become the critical digital infrastructure of Latin America. It is now effectively a fintech company that uses logistics as a customer-acquisition tool, and thus the company's valuation should reflect this dynamic. Quick Operation Overview I quickly want to pass through the company’s operation to really understand what the business looks like. So first, we have the original Mercado Libre, which is the current marketplace that does both C2C and B2C. It remains the number 1 e-commerce site in its core markets, such as Brazil, Mexico and Argentina. It’s the engine that powers all other divisions, and to put a number on the scale, Libre currently accounts for around 33 cents for every dollar spent online in Latin America. This heavily ties in with Mercado Envios , which is the logistics segment and includes the company’s proprietary shipping network that handles over 95% of the platform’s deliveries, which now has same-day and next-day deliveries becoming the standard. It contains massive fulfillment centers and thousands of independent last-mile drivers. Mercado Ads has been the company’s fastest-growing profit center, with brands paying to appear at the top of search results. By the end of the year, Mercado Ads is expected to capture roughly 50% of all retail ad spend in Latin America. They have first-party data as they know exactly what users are searching for and buying, which offers better targeting than Google or Meta. And there is also now the Fintech side of Mercado that is referred to as Pago, being the most powerful d...

Investing.com -- Tesla Inc (NASDAQ:TSLA) reported fourth-quarter results on Wednesday that exceeded Wall Street estimates, signaling a pivot toward artificial intelligence even as its core automotive business faces sustained pressure. The EV leader saw its stock tick up 2.7% after-hours as the company posted adjusted earnings of $0.50 per share on revenue of $24.9 billion, surpassing the consensus of $0.45 and $24.78 billion respectively. A central highlight of the release was the board’s decision to invest $2 billion in xAI, Elon Musk’s artificial intelligence startup, as part of a broader push to integrate digital intelligence with physical hardware. Management described 2025 as a transformative period that saw the company’s "transition from a hardware-centric business to a physical AI company." While automotive revenues fell 11% year-over-year in the quarter, the company’s energy storage division reached record deployments of 14.2 gigawatt-hours. Tesla noted that its vertical integration allowed it to "identify the limiting factor and develop bespoke and scalable solutions" across its various product lines. The company also highlighted the removal of safety monitors from its Robotaxi fleet in Austin, marking a significant milestone in its autonomous driving roadmap. This shift is intended to unlock the expansion of coverage areas across the Austin metro as the service transitions to a fully unsupervised model. Operational efficiency provided a silver lining as total GAAP gross margins climbed to 20.1% despite the decline in vehicle deliveries. Tesla expects to ramp six new production lines for vehicles, robots, and batteries in 2026 to support its next leg of growth. Capital expenditures remained high at $8.5 billion for the full year as the company scales its "Cortex" AI training clusters in Texas. Tesla intends to "maximize capital efficiency by scaling training compute judiciously" as demand for its AI-related offerings increases. The humanoid robot program, O...

当地时间1月28日，以色列议会首轮投票（一读）以62票对55票通过2026年国家预算案。之后，议会还将就此举行第二轮和第三轮投票。根据以色列法律，政府必须在3月31日前通过国家预算，否则议会将自动解散，并在约90天内举行提前选举。（央视新闻）

德国经济和能源部长赖歇当地时间1月28日在柏林表示，美国提高关税正在对全球贸易造成压力，这些关税阻碍了既有的供应链。赖歇表示，2025年1月至11月，德国对美国的出口额同比下降了9.4%。赖歇同时称，美国总统特朗普近期的关税威胁，例如美国最近对欧盟威胁加征的关税，也造成了不确定性，当前全球地缘政治紧张局势持续升级，美国不断升级的贸易政策只是其中一个因素；乌克兰局势，以及持续不断的冲突，则是另一个因素。由于国际形势变化，德国工业正面临着巨大的逆风。（央视新闻）

Austin, Texas--(Newsfile Corp. - January 28, 2026) - Bombyll is pleased to announce that Tiffany Gonzalez, Founder of Bombyll will be speaking at TechCon Southwest 2026. This year’s event will be held Feb. 12-13 at the Bullock Museum in Austin, Texas. TechCon Southwest, produced by TechCon Global, is a leading technology and innovation event that brings together investors, founders, thought leaders, and industry experts. The 2026 program features keynotes, panel discussions, fireside discussions, and demos on emerging technologies shaping the future of business. Attendees interested in learning more about TechCon Southwest 2026 or registering for the conference can visit here . About Bombyll Bombyll, a fractional CRO and go-to-market advisory firm, helps B2B SaaS and marketplace companies build repeatable revenue systems and predictable growth. Founded by revenue & GTM leader Tiffany Gonzalez, who spent 20 years scaling GTM teams at Microsoft, Coupang (NASDAQ: CPNG), AWS Marketplace, Amazon, and Dell, Bombyll delivers enterprise revenue expertise to growth-stage companies.Gonzalez built revenue operations and go-to-market teams from 5 to 500+ employees and scaled organizations as P&L owner. Bombyll specializes in helping PE-backed companies, venture-funded startups, and growth-stage B2B businesses solve revenue plateaus, navigate leadership transitions, and execute post-acquisition GTM integration.Gonzalez serves as Limited Partner at Stage 2 Capital, Operating Expert at Metropolitan Partners and Primary Ventures, and LP and Mentor at Capital Factory in Austin. About TechCon Global: TechCon Global is a leading organization founded in 2019, dedicated to connecting entrepreneurs, investors, and industry leaders through high-impact innovation events. We empower innovation and foster investment ecosystems that drive sustainable growth and meaningful change worldwide. Our programs blend operator insight with a practical innovation approach, supported by mentors, acurated...

Meta Stock Jumps On Q4 Earnings Beat, Strong Guidance Despite Higher Expenses Forecast Benzinga

MSFT stock price today: Why is Microsoft stock falling despite strong earnings? Here's what’s worrying inv The Economic Times

MSFT stock price today: Why is Microsoft stock falling despite strong earnings? Here's what’s worrying investors The Economic Times

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Toltek/iStock via Getty Images U.S. wheat futures surged Wednesday by the most since November, while corn and soybeans also gained , as a slide in the dollar sparked demand expectations for American crops. A gauge of the dollar hovered near a four-year low following President Trump's comments that he was not concerned about a decline in the value of the greenback; a weaker dollar typically means that U.S. agricultural products are more competitive on the world export market. In an Iowa speech last night, Trump promised that lawmakers were working on a plan to allow year-round nationwide sales of E15 ethanol-blended motor fuel and were "very close to getting it done." There's "a subtle bullish shift due to recent currency action," as the Trump administration "may have decided the best way to keep U.S. physical exports competitive is a weaker dollar, which pushing the Brazilian currency strongly higher," the Hightower Report said in a note. Meanwhile, the U.S. Federal Reserve kept rates unchanged as expected, but grains may react overnight and Thursday on Fed Chair Powell's comments to the press. Wheat for March delivery ( W_1:COM ) closed +2.3% to $5.35 1/2 per bushel on the Chicago Board of Trade, while corn ( C_1:COM ) for March delivery ended +1% to $4.30 3/4 per bushel, and March soybeans ( S_1:COM ) settled +0.7% to $10.74 1/2 per bushel. Shares of agriculture companies gained modestly on Wednesday, with ethanol producer Green Plains ( GPRE ) closing +1.3% after surging as much as 4%, and Andersons ( ANDE ) +0.6%, while traders Bunge ( BG ) and Archer Daniels Midland ( ADM ) gave up gains to close lower. ETFs: ( WEAT ), ( CORN ), ( SOYB ), ( DBA ), ( MOO ) More on U.S. grain futures Commodities: Markets Poised For A Risk-Off Day Commodities: Iranian Supply Risks Ease, But Have Not Disappeared Commodities: Lingering Supply Risks Provide Tailwinds To Oil

格隆汇1月29日｜Meta Platforms CEO扎克伯格：人工智能眼镜销量去年增长逾两倍。

格隆汇1月29日｜周三，微软(MSFT.O)的股价盘后一度下跌8%，尽管这家科技巨头公布了超出预期的第二财季业绩。微软公布的调整后每股收益为4.14美元，营收为813亿美元。FactSet调查的分析师此前预计每股收益为3.91美元，营收为803亿美元。投资者可能是在对该公司在Azure云服务方面的业绩做出反应。该季度Azure的营收增长了39%。这一数据超过了华尔街预期的37.8%，但较第一财季40%的增速略有下降。

JasonDoiy/iStock Unreleased via Getty Images LendingClub ( LC ) shares tumbled 8.3% in Wednesday after-hours trading after issuing soft earnings guidance for Q1 2026, although Q4 2025 profit and sales came in better than expected on strong originations growth. The consumer finance company sees Q1 2026 GAAP EPS of $0.34-$0.39 (midpoint $0.365), trailing the $0.30 average analyst estimate, and Q1 loan originations of $2.55B-$2.65B (midpoint $2.60B). For full-year 2026, EPS is expected to be $1.65-$1.80 (midpoint $1.725), and originations are targeted at $11.6B-$12.6B (midpoint $12.1B). Q4 EPS of $0.35, topping the $0.33 Wall Street consensus, slipped from $0.37 in the prior quarter but surged from $0.08 a year ago. Q4 net revenue of $266.5M, vs. $262.0M expected, compared with $266.2M in Q3 and $217.2M in Q4 2024. Origination volume was $2.6B in Q4, holding steady from the earlier three-month period and +40% Y/Y. Provision for credit losses edged up to $47.2M from $46.3M in Q3 and slid from $63.2M in Q4 2024. Pre-provision net revenue fell to $97.2M in Q4 from $103.5M in Q3 and advanced from $74.3M in 2024's Q4. Return on tangible common equity of 11.9% in Q4 vs. 13.2% in Q3 and 3.1% in Q4 2024. "We're entering 2026 from a position of strength, with product innovations and marketing investments taking hold while credit continues to outperform," CEO Scott Sanborn said in a statement. "Our entry into home improvement financing is creating new opportunities and we also expect to leverage ongoing operating discipline and AI efficiencies to further strengthen the earnings power of the company." More on LendingClub LendingClub: Marketplace Revenue Is Surging, But The Market Isn't Paying Attention LendingClub: Taking The Next Step On Its Growth Journey LendingClub Corporation (LC) Analyst/Investor Day Transcript LendingClub GAAP EPS of $0.35 beats by $0.02, revenue of $266.5M beats by $4.51M LendingClub named top 2026 fintech pick at J.P. Morgan

周三美股成交额第1名英伟达收高1.58%，成交278.73亿美元。周三美股芯片板块普涨。据媒体报道，英伟达和 亚马逊 可能参与了OpenAI的融资轮。 第2名 特斯拉 收跌0.10%，成交214.2亿美元。周三美股收盘后，特斯拉报告第四季度每股收益0.24美元，上年同期0.66美元；第四季度调整后每股收益0.50美元，上年同期0.73美元，预估0.45美元；第四季度营收249.0亿美元，同比减少3.1%，预估251.1亿美元；第四季度经营利润14.1亿美元，同比减少11%，预估13.2亿美元；第四季度自由现金流14.2亿美元，同比减少30%，预估15.9亿美元；第四季度毛利率20.1%，预估17.1%。特斯拉盘后涨近4%。 第3名 美光 收高6.10%，成交177.15亿美元。周三美股存储概念股普涨。据1月28日声明，新加坡胜科工业与美光科技将扩大双方2023年签订的18年期购电协议，为后者新增供应150兆瓦电力，协议期限维持不变。根据原有协议，胜科为美光新加坡生产设施供应450兆瓦电力。 第6名 苹果 收跌0.71%，成交101.76亿美元。据消费者智能研究伙伴公司（CIRP）的最新市场调研数据显示，在截至12月的该机型首个完整上市季度，美国受访的iPhone购买者中仅6%选择了iPhone Air，其市场接受度远落后于iPhone 17、17 Pro及17 ProMax。 这份报告显示，22%的受访者购入标准版iPhone 17，25%选择iPhone 17 Pro，27%入手高端的iPhone 17 ProMax。苹果定于美东时间周四下午发布财报，公布该季度iPhone全球营收，但公司并不会披露各机型的具体销量数据。 第8名 英特尔 收高11.04%，成交96.73亿美元。据报道， 美国银行 （BAC）和英特尔（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。 美国总统特朗普在“特朗普账户”活动上感谢Gerstner、 优步 （Uber）、英伟达以及英特尔等公司。 第10名 闪迪 收高9.60%，成交82.55亿美元。周三美股存储概念股普遍走高。 第11名美国二手车网络交易平台Carvana收跌14.17%，成交80.62亿美元。做空机构Gotham Ci...

Microsoft $MSFT just did the thing Big Tech keeps promising it can do: spend like the future has a delivery deadline and still put up clean numbers. The company keeps proving that demand for cloud and AI services is real, broad, and growing at scale. But investors are worried about how expensive it is to keep that engine running — and how quickly the payoff will show up where it counts. In its latest quarter, Microsoft posted $81.3 billion in revenue (up 17%) and $4.14 in non-GAAP EPS (up 24%). Azure growth stayed hot at 39%, essentially matching expectations. But the stock took a hit anyway, initially sliding more than 7% after hours — because in 2026, “beat” is table stakes and “prove it” is the assignment. The company’s framing is straightforward: AI is diffusing fast, and Microsoft is already selling the picks, shovels, and the permit office. “We are only at the beginning phases of AI diffusion, and already Microsoft has built an AI business that is larger than some of our biggest franchises,” Satya Nadella said in the press release. Amy Hood added the flex Wall Street usually likes: “ Microsoft Cloud revenue crossed $50 billion this quarter,” landing at $51.5 billion (up 26%). Underneath that umbrella, the machine looked sturdy. Productivity and Business Processes brought in $34.1 billion (up 16%), with Microsoft 365 commercial cloud up 17% and Dynamics 365 up 19%. Intelligent Cloud hit $32.9 billion (up 29%), basically a billboard for Azure’s staying power. More Personal Computing was the lone soft patch — $14.3 billion, down 3%, with Xbox content and services down 5%. And Microsoft returned $12.7 billion to shareholders through dividends and buybacks during the quarter, a signal of confidence in the durability of its cash machine. But the quarter’s most revealing numbers were the receipts for how physical this boom has become. Demand wasn’t a problem, either. Commercial remaining performance obligation jumped 110% to $625 billion, a staggering pile of contrac...

Microsoft earnings beat expectations, but the stock falls Yahoo Finance

February Nymex natural gas (NGG26) on Wednesday closed up by +0.506 (+7.28%). Feb nat-gas prices on Wednesday rallied sharply to a fresh 3.25-year high. Nat-gas prices recovered from early losses on Wednesday and moved sharply higher as weather forecasts shifted slightly colder for the eastern half of the US for the first week of February, potentially boosting heating demand and drawing down nat-gas inventories. Don’t Miss a Day: Gains in nat-gas prices accelerated into the close on Wednesday as funds covered short positions, as Wednesday was the last trading day for the February Nymex nat-gas futures contract. Nat-gas prices have soared more than +120% over the past week, driven by the massive storm that just crossed the US and the Arctic blast of cold weather. The cold weather caused freeze-ups in gas wells, disrupted production in Texas and elsewhere, and drove a spike in demand for natural gas for heating. About 50 billion cubic feet of natural gas were offline Saturday through Monday, or about 15% of total US natural gas production. Some nat-gas production is slowly coming back online as of Wednesday. Expectations that the recent Arctic blast prompted a large drawdown in nat-gas storage are another bullish factor for prices. The consensus is that Thursday's weekly EIA nat-gas inventories declined by -239 bcf in the week ended January 23, a larger draw than the five-year average for this time of year of -208 bcf. Projections for lower US nat-gas production are supportive for prices. The EIA on January 13 cut its forecast for 2026 US dry nat-gas production to 107.4 bcf/day from last month's estimate of 109.11 bcf/day. US nat-gas production is currently near a record high, with active US nat-gas rigs recently posting a 2-year high. US (lower-48) dry gas production on Wednesday was 102.8 bcf/day (-1.2% y/y), according to BNEF. Lower-48 state gas demand on Wednesday was 133.0 bcf/day (+34.2% y/y), according to BNEF. Estimated LNG net flows to US LNG export terminals...