去年流入发展中经济体的FDI总额下滑2%。 联合国贸发会议（UNCTAD）最新发布的《全球投资趋势监测报告》（下称“报告”）显示，2025年全球外国直接投资（FDI）增长14%，达到1.6万亿美元，结束连续两年低迷状态。 在全球投资流动复苏之际，有超1400亿美元的增幅源自全球金融中心的资金流动。若剔除来自英国、卢森堡、瑞士、爱尔兰等金融中转中心的资金，去年实际外国直接投资增幅仅约5%，这表明基础投资的复苏态势依旧疲软。 同时，报告指出投资分布不均的问题进一步加剧。这种分化不仅体现在地域层面，行业差异也越发明显——半导体与数据中心成为外资流入的热门领域，而传统制造业的投资则持续缩减。更值得警惕的是，地缘政治冲突导致全球供应链重构加速，部分国家推行的政策正在重塑跨国企业在海外市场的投资决策逻辑。 分布失衡 报告分析称，FDI在全球的流动热潮主要得益于跨国企业通过金融中心进行内部资金调拨、税务结构安排、并购资金过账等，并不对应实体投资。上述资金在流动的同时，项目并没有落地，增长更多的是资金路径的变化，不是新增工厂、基础设施或项目投资。 截至去年第三季度的数据显示，构成FDI的主要投资类型——绿地投资（主要是工业）、项目融资以及跨境并购（M&A）——大多处于负增长状态。其中，基础设施领域的国际项目融资已连续四年呈下滑态势，且下降幅度最大，达16%，交易量下降12%。跨境并购交易额下降10%。新增已公告的绿地项目交易额接近2024年创下的高水平，主要得益于发达国家的大型项目，但项目数量下降了16%。 除了金融活动超越实体投资外，去年FDI投资在全球南北的分布也差异显著。流入发达经济体的FDI总额达7280亿美元，增幅为43%。其中，欧洲及金融中心为主导，欧盟地区增长56%，受跨境并购及德国、法国、意大利等国经济复苏推动。 以德国为例，德国经济研究所 （IW）1月26日最新报告显示，去年德国吸引到的外资已达960亿欧元，较2024年（430亿欧元）实现翻倍增长。这也是自2003年以来，外资流入德国的总量首次超过德国企业在海外的投资额（860亿欧元）。 与此同时，去年流入发展中经济体的FDI总额下滑2%，缩减至8770亿美元。低收入经济体减少5%，有约四分之三的最不发达经济体出现停滞或下降。 就行业而言，由于人工智能技术竞争日益激烈，专有基础设施变得越来越重要，全球FDI流动越...

Nasdaq profit beats estimates; CEO touts IPO pipeline Reuters

adventtr/E+ via Getty Images In my last post , I talked about the disconnect between the bad news stories that we were reading and the solid performance of US equities during 2025. In this one, I want to focus specifically on four news stories from last year - the US announcement of punitive tariffs on the rest of the world, the downgrade of the US, the longest shutdown in US government history and unprecedented challenges to the Fed's perceived independence - and examine how they played out in the rest of the market. I will start with a look at US treasuries, which should have been in the eye of the storm in all of the stories, move on to currencies, with a focus on the US dollar, then to gold & silver, and close off with a riff on bitcoin. As I look at these diverse markets, with very different outcomes in 2025, I will argue that a loss of trust in institutions (governments, central banks, regulatory authorities) was the thread that best explains their performance. The Trust Narrative We often underestimate how much of the global economy and financial markets are built on trust - in central banks to preserve the buying power in currencies, in governments and businesses to honor their contractual commitments, in legal systems to enforce them and in norms restraining behavior. That trust can be tenuous, and when violated, not only can the consequences can be catastrophic, but regaining lost trust can be a long, arduous process. In fact, one of the divides between developed and emerging markets for much of the last century was on the trust dimension, with the implicit assumption that emerging countries were less trustworthy than developed countries. That distinction has been muddied in the twenty first century, as crises and political developments have undercut trust in institutions across the board. I would argue that 2025 was a particularly testing year, as developments in the United States, a dominant player in the global economy and markets, shook trust, and that...

格隆汇1月29日｜路透调查显示，铜市场预计2026年将出现23.85万吨供应缺口，2027年缺口预计为11.6万吨；LME现货铜均价预计2026年为11,975美元/吨，2027年为11,994美元/吨，而2025年为9,939美元/吨。 预计镍市场在2026年将过剩21.4万吨，2027年过剩22.4万吨；LME现货镍均价预计2026年为15,988美元/吨，2027年为16,063美元/吨，而2025年为15,154美元/吨。 铝市场预计2026年供应过剩8万吨，2027年将转为短缺14.9万吨；LME现货铅均价预计2026年为2,042美元/吨，2027年为2,100美元/吨，而2025年为1,962美元/吨。 LME现货锡均价预计2026年为39,613美元/吨，2027年为38,063美元/吨，而2025年为34,096美元/吨；LME现货锡均价预计2026年为39,613美元/吨，2027年为38,063美元/吨，而2025年为34,096美元/吨。

Riot Platforms operates large-scale Bitcoin mining facilities and delivers engineered power solutions for institutional clients. On January 29, Broad Peak Investment Advisers disclosed a new position in Riot Platforms (RIOT +0.00%), acquiring 1.41 million shares valued at $17.86 million. What happened According to a filing with the U.S. Securities and Exchange Commission dated January 29, Broad Peak Investment Advisers reported purchasing 1.41 million shares of Riot Platforms. The stake’s quarter-end value was also $17.86 million, reflecting both share acquisition and market pricing. What else to know Riot Platforms represents 3.2% of Broad Peak’s 13F reportable AUM after the trade. Top five holdings after the filing: NYSE: U: $116.73 million (20.9% of AUM) NASDAQ: LITE: $71.35 million (12.8% of AUM) NYSE: ORCL: $67.63 million (12.1% of AUM) NYSE: COHR: $61.33 million (11.0% of AUM) NASDAQ: NVDA: $60.20 million (10.8% of AUM) As of January 28, Riot shares were priced at $17.55, up 60.3% over the past year and vastly outperforming the S&P 500 by 45.27 percentage points. Company overview Metric Value Price (as of January 28) $17.55 Market capitalization $6.53 billion Revenue (TTM) $637.16 million Net income (TTM) $164.00 million Company snapshot Riot Platforms operates large-scale Bitcoin mining facilities and provides engineered power distribution solutions for institutional clients. The company generates revenue primarily through Bitcoin mining operations and the design, manufacture, and installation of electrical infrastructure for commercial and governmental customers. Key customers include institutional-scale Bitcoin miners, data centers, utilities, and large commercial or governmental entities requiring custom power infrastructure. Riot Platforms is a leading U.S.-based Bitcoin mining and infrastructure company with a diversified business model spanning both digital asset production and specialized engineering services. The company leverages its operational scal...

《条例》鼓励新药研制与创新，加强市场独占期、数据保护、分段生产等是企业、行业关注的核心。 近日，新修订的《药品管理法实施条例》（下称《条例》）正式对外公布，这是23年来《条例》首次进行全面修订。新修订《条例》包括9章节共89条内容，将于2026年5月15日起施行。 第一财经了解到，此次新修订《条例》中修改的条款达90%以上，除了第一条以《药品管理法》作为立法依据的条款没有修改外，其余条款均有调整或者修改。其中，鼓励新药研制与创新，加强市场独占期、数据保护、分段生产等是企业、行业关注的核心。 中国药科大学药品监管科学研究院执行院长邵蓉表示：“自2019年新修订的《药品管理法》出台以后，2020年前后实操性很强的各类行政规章陆续发布实施，新修订《条例》将实践中探索过、行之有效的措施纳入，将其上升为行政法规或明确了法规依据，如四个加快审评审批程序、药物警戒质量管理规范制定等都是如此。” 鼓励新药研制与创新 第一财经注意到，新修订《条例》的一大重点是鼓励新药研制与创新。尤其是此前业界呼声较高的“设立一系列药品上市注册加快程序”“对儿童用药、罕见病用药给予一定的市场独占期”“对含有新型化学成份的药品进行数据保护”等内容，在新修订《条例》中均有体现。 比如新修订《条例》第15条提到“对符合条件的药品注册申请采用突破性治疗药物程序、附条件批准程序、优先审评审批程序、特别审批程序等，加快药品上市”。 南开大学法学院院长、南开大学医药卫生法研究中心主任宋华琳表示，之前在部门规章《药品注册管理办法》中，对“药品加快上市注册程序”进行了制度化安排，但规章位阶较低；此次在国务院行政法规中，以我国近年药品审评审批改革实践为基础，以国际经验为参照，新修订《条例》明确规定了“突破性治疗药物程序、附条件批准程序、优先审评审批程序、特别审批程序”等四种程序，为行政许可程序改革提供了法律依据，进一步提升了我国药品审评程序的法治化程度，也是行政效能原则的体现。 再比如，新修订《条例》第21条提到“对符合条件的儿童用药品给予不超过2年的市场独占期”“对符合条件的罕见病药品给予不超过7年的市场独占期”，第22条提到，要对含有新型化学成份的药品等进行试验数据保护，保护期限自药品注册之日起不超过6年。 “市场独占期”是综合性激励措施的一种，在这一时期内，相同品种的其他药品无法获批上市，该上市新药就能有一段获利预...

jetcityimage Tesla ( TSLA ) said it will invest about $2B in Elon Musk's AI company xAI ( X.AI ). Tesla said that on Jan. 16 the company signed an agreement to invest about $2B to acquire shares of Series E Preferred Stock of xAI as part of their recent publicly-disclosed financing round. The electric carmaker said that, as given in Master Plan Part IV, Tesla is building products and services that bring AI into the physical world. Meanwhile, xAI is developing leading digital AI products and services, such as its large language model (Grok). "And we just had like a lot of investors ask us to do this as there's a lot of investors or Tesla shareholders say like, we should invest in xAI. So that's like we're just doing what shareholders asked us to do pretty much. But Grok will be very helpful in, say, maximizing the efficiency of the management of a large autonomous fleet," said Tesla CEO Musk on the company's earnings call. Tesla CFO Vaibhav Taneja noted that Tesla vehicles are already using Grok. "But if there are things which xAI can help accelerate our progress, then why should we not do that and that is the reason why we've gone ahead with such an investment because this is part of the strategic initiative," said Taneja. "If there are ways and means we can find efficient ways for others to help us and xAI literally fits into that mold. So that's why we went ahead with it." Grok has recently come under scrutiny following the alleged generation of deepfake images by the AI service. More on xAI and Tesla Tesla, Inc. (TSLA) Q4 2025 Earnings Call Transcript Tesla, Inc. 2025 Q4 - Results - Earnings Call Presentation Tesla Stock: Pie In The Sky Valuations And Falling Sales - But Don't Sell It Short What analysts are saying about Tesla Biggest stock movers Thursday: MSFT, META, TSLA, and more

jetcityimage Tesla ( TSLA ) said it will invest about $2B in Elon Musk's AI company xAI ( X.AI ). Tesla said that on Jan. 16 the company signed an agreement to invest about $2B to acquire shares of Series E Preferred Stock of xAI as part of their recent publicly-disclosed financing round. The electric carmaker said that, as given in Master Plan Part IV, Tesla is building products and services that bring AI into the physical world. Meanwhile, xAI is developing leading digital AI products and services, such as its large language model (Grok). "And we just had like a lot of investors ask us to do this as there's a lot of investors or Tesla shareholders say like, we should invest in xAI. So that's like we're just doing what shareholders asked us to do pretty much. But Grok will be very helpful in, say, maximizing the efficiency of the management of a large autonomous fleet," said Tesla CEO Musk on the company's earnings call. Tesla CFO Vaibhav Taneja noted that Tesla vehicles are already using Grok. "But if there are things which xAI can help accelerate our progress, then why should we not do that and that is the reason why we've gone ahead with such an investment because this is part of the strategic initiative," said Taneja. "If there are ways and means we can find efficient ways for others to help us and xAI literally fits into that mold. So that's why we went ahead with it." Grok has recently come under scrutiny following the alleged generation of deepfake images by the AI service. More on xAI and Tesla Tesla, Inc. (TSLA) Q4 2025 Earnings Call Transcript Tesla, Inc. 2025 Q4 - Results - Earnings Call Presentation Tesla Stock: Pie In The Sky Valuations And Falling Sales - But Don't Sell It Short What analysts are saying about Tesla Biggest stock movers Thursday: MSFT, META, TSLA, and more

Magnolia Oil & Gas ( MGY ) declared $0.165/share quarterly dividend , 10% increase from prior dividend of $0.150. Forward yield 2.62% Payable March 2; for shareholders of record Feb. 10; ex-div Feb. 10. See MGY Dividend Scorecard, Yield Chart, & Dividend Growth. More on Magnolia Oil & Gas Magnolia Oil & Gas: Conservative, Oily, Unhedged Growth Magnolia Oil & Gas: Reinvestment Rate Remains Under 55% Despite Mediocre Oil Prices Magnolia Oil raised, Matador Resources cut at Wells Fargo amid uncertain oil macro

Why Taiwan Semiconductor Manufacturing stock could be the best AI value on the market MSN

新一期「白居二」7,000個名額，預計第二季推出。有市民指即使抽中，市場上選擇亦很有限。學者就認為不斷增加配額，只會增加居屋炒賣風險。 為協助市民置業，除了推售新居屋，政府每年亦推出「白居二」名額，讓合資格人士，免補地價買二手居屋。不過有「白居二」中籤者指，早前取得「准買證」後，已四出找放盤，但市場上可供購買單位不足，有資格都沒有用。 「白居二」準買家Ryan稱：「剛開始以為中籤『白居二』選擇較多，但實質上中籤後，拿著證書到處找，才發現市面上的選擇較想像中少。我們看那些位置，均比較上方便、吸引，可能有很多現有的樓盤，均已在補地價後，放售予自由市場買家，就算得到『白居二』資格，也沒那麼容易買到我們心目中的地方。」 自2017年起恆常化以來，「白居二」每年名額有增無減，由最初2,500個，到今年將增至7,000個，不過政府一直沒公布配額具體使用情況。有學者認為，在需求大、供應少的情況下，不斷增加配額，將令居屋樓價被炒高。 都會大學助理教授馬耀宗指出：「我們留意到居屋第二市場，不論是成交價，甚至價格波幅，均較沒有『白居二』時大，接下來若配額再增加，我相信影響應有機會繼續上升。過去始終有一段時間政府停建居屋，令第二市場相對上居屋供應量減少，但我們看到近年，政府均較積極在居屋供應層面入手，解決置業需求之餘，也可能遏抑所謂會否一直炒上去的風氣。」 馬耀宗認為，政府增加「白居二」配額之餘，也要考慮實際二手居屋供應，協助市民上車。

新一期「白居二」7,000個名額，預計第二季推出。有市民指即使抽中，市場上選擇亦很有限。學者就認為不斷增加配額，只會增加居屋炒賣風險。 為協助市民置業，除了推售新居屋，政府每年亦推出「白居二」名額，讓合資格人士，免補地價買二手居屋。不過有「白居二」中籤者指，早前取得「准買證」後，已四出找放盤，但市場上可供購買單位不足，有資格都沒有用。 「白居二」準買家Ryan稱：「剛開始以為中籤『白居二』選擇較多，但實質上中籤後，拿著證書到處找，才發現市面上的選擇較想像中少。我們看那些位置，均比較上方便、吸引，可能有很多現有的樓盤，均已在補地價後，放售予自由市場買家，就算得到『白居二』資格，也沒那麼容易買到我們心目中的地方。」 自2017年起恆常化以來，「白居二」每年名額有增無減，由最初2,500個，到今年將增至7,000個，不過政府一直沒公布配額具體使用情況。有學者認為，在需求大、供應少的情況下，不斷增加配額，將令居屋樓價被炒高。 都會大學助理教授馬耀宗指出：「我們留意到居屋第二市場，不論是成交價，甚至價格波幅，均較沒有『白居二』時大，接下來若配額再增加，我相信影響應有機會繼續上升。過去始終有一段時間政府停建居屋，令第二市場相對上居屋供應量減少，但我們看到近年，政府均較積極在居屋供應層面入手，解決置業需求之餘，也可能遏抑所謂會否一直炒上去的風氣。」 馬耀宗認為，政府增加「白居二」配額之餘，也要考慮實際二手居屋供應，協助市民上車。

融入生态推动共创，让“在中国、为中国”战略有了更丰富的内涵，也让将中国视为“健身房”的跨国企业不断“增肌”，秀出其在全球市场的韧性。 当上海黄浦区特殊教育职业学校的孩子们借助爱普生投影技术将画作转化为沉浸式戏剧时，这家深耕中国近30年的跨国企业，正在柔软地融入本土社区，与之深度共生。从工业车间里“量体裁衣”的机器人产线，到公益场景的科技融入，爱普生在中国完成了从“制造本土化”到全价值链扎根的变迁。 官方数据显示，2025年中国利用外资数据呈现“一升一降”新态势——全国新设立外商投资企业数量同比增长19.1%，而实际使用外资金额同比下降9.5%。其中，高技术产业实际使用外资同比增长显著。 再据路透社援引德国经济研究所（IW）的数据报道，2025年德国企业对华投资达到了四年来的最高水平。其中，前11个月，德国企业对中国的投资攀升至70多亿欧元，比2024年和2023年的同期水平增长了55.5%。 案例和数据的背后，是跨国企业在华战略的调整与变化：面对全球化格局重塑和地缘经济不确定性加剧等挑战，外资并未撤离中国，而是以新的结构和方式深度参与本土市场。 一名制造业跨国公司中国区负责人告诉第一财经，要想更好地生存并持续进化，必须掌握供应链优势并且离客户足够近，这就意味着投资中国是必选而非可选，企业必须主动将自身融入中国这个具有活力的“超级生态系统”。 融入生态推动共创，让“在中国、为中国”战略有了更丰富的内涵，也让将中国视为“健身房”的跨国企业不断“增肌”，秀出其在全球市场的韧性。 融入生态推动共创 爱普生（中国）品牌及营销传播部总经理袁雪对第一财经表示，这所特殊职校与他们在上海的公司同处一个社区，也因为这样的地理距离和本地化“朋友圈”，让他们了解到了这群特殊孩子的需求。除了在舞台上为他们提供表演所需要的投影设备，他们还共同打造了沉浸式数字教学互动空间，为这些特殊的学生提供适配认知特点、兼顾情感需求的个性化成长学习体验。 2025年，爱普生瞄准中国自动化、智能化的多样工业需求推出了“量体裁衣”的机器人，在保障精密作业能力的基础上努力提升性价比。在消费端，爱普生2025年联合本土大模型伙伴共创AI学习助手应用，推出行业首个AI学习打印机，将单一硬件升级为兼具打印功能与辅助学习价值的整体解决方案，并将打印技术与便利店、校园等便民场景深度联动，以“按需共享”的创新模式覆盖用户即时打...

Kirby press release ( KEX ): Q4 GAAP EPS of $1.68 beats by $0.05 . Revenue of $851.8M (+6.2% Y/Y) misses by $8.92M . Inland marine fourth quarter utilization improved throughout the quarter, averaging in the mid to high-80% range for the quarter with further improvement into the low 90% range already seen in the 2026 first quarter Steady market conditions in coastal marine with operating margins around 20% Power generation revenue increased 10% sequentially and 47% year-over-year, driven by strong order activity and large project wins. 2026 earnings per share expected to be flat to up 12% year-over-year vs. estimated growth of 11.60% Y/Y . Kirby expects to generate net cash provided from operating activities of $575 million to $675 million in 2026 and capital spending is expected to range between $220 million to $260 million. More on Kirby Kirby Corporation: This Underrated Stock Boasts Surprising Growth Prospects To Justify Valuation Kirby Q4 2025 Earnings Preview Kirby raised to Buy at Citi on data center-driven power generation growth outlook Seeking Alpha’s Quant Rating on Kirby Historical earnings data for Kirby

Seeking Alpha More on Royal Caribbean Cruises Royal Caribbean Cruises: Challenging FY2026 Dynamics Meet Cheaper Valuations (Upgrade) 5 Reasons To Buy Royal Caribbean Royal Caribbean Is A Growth Model Through Scale And Megaships Royal Caribbean Cruises Non-GAAP EPS of $2.80 in-line, revenue of $4.26B misses by $10M Royal Caribbean Cruises Q4 2025 Earnings Preview

Before boarding the plane, the travellers will be given a dose of Valium to calm their nerves. For some, it will be the first time they’ve flown. Others have logged thousands of miles over the Pacific Ocean. Like most weary and anxious passengers, they will be offered minimal personal space on board and food isn’t included in their fare. But for these jet-setters, the tight quarters and minimal refreshments aren’t meant to maximize airline profits: they’re meant to keep them safe. When 30 beluga whales and four dolphins are moved from Canada’s Marineland amusement park, the operation will be both a careful logistical feat and what former trainers say is a “long overdue” move to ensure the safe removal of the last captive whales in the country. Earlier this week, Canada’s federal fisheries minister Joanne Thompson announced she had reached a tentative deal on export permits that would see all of Marineland’s ailing belugas shipped to four aquariums in the US. None of the aquariums, however, have confirmed they will take the whales. “The focus at this stage must be on the animals themselves,” the Georgia Aquarium, Mystic Aquarium and Shedd Aquarium said in a statement, adding that observations from a recent visit to Marineland would help “inform plans with the goal of providing hope and a future for these animals”. But the development represents the closest all sides have come to for a plan to finally remove the whales from the amusement park, which has been closed to the public since 2024. In October, Thompson rejected Marineland’s plan to sell the belugas to Chimelong Ocean Kingdom in China over fears the sale would result in a “continued life in captivity and a return to public entertainment”– which is banned under Canadian law. In response, Marineland threatened to kill all 30 of its belugas. View image in fullscreen This aerial view shows various belugas still held in captivity at the now closed Artic Cove exhibit, at Marineland, in Niagara Falls, Canada, on 13 N...

International Paper press release ( IP ): Q4 Non-GAAP EPS of -$0.08 misses by $0.33 . Revenue of $6.01B (+31.2% Y/Y) beats by $120M . Loss from continuing operations of $2.84 billion. Adjusted EBITDA (non-GAAP) from continuing operations of $2.98 billion Cash provided by operating activities of $1.70 billion Free cash flow (non-GAAP) of $(0.16) billion 2026 targets Adjusted EBITDA (non-GAAP) from continuing operations Full-year: $3.5-$3.7 billion First quarter: $0.74-$0.76 billion More on International Paper International Paper Q4 Preview: Expectations May Be Too High Even After Guidance Cut International Paper Company (IP) Presents at Citigroup 2025 Basic Materials Conference Transcript International Paper: All Eyes On The Balance Sheet International Paper Q4 2025 Earnings Preview Packaging stocks are on watch on reports of containerboard price increase

Aebi Schmidt Holding AG ( AEBI ) declared $0.025/share quarterly dividend , in line with previous. Forward yield 0.73% Payable March 26; for shareholders of record Feb. 19; ex-div Feb. 19. See AEBI Dividend Scorecard, Yield Chart, & Dividend Growth. More on Aebi Schmidt Holding AG Seeking Alpha’s Quant Rating on Aebi Schmidt Holding AG Historical earnings data for Aebi Schmidt Holding AG Financial information for Aebi Schmidt Holding AG

Welcome to our guide to the commodities driving the global economy. Today, Asian energy team leader Stephen Stapczynski says a long hoped-for boom in Indian LNG demand is delayed yet again. Liquefied natural gas producers must be heading home from India Energy Week a little underwhelmed. The world’s most populous country is meant to be one of the industry’s great growth stories — yet you wouldn’t have guessed it from the annual gathering in Goa. A record wave of supply is about to hit the market, swelling portfolios from Shell Plc to QatarEnergy. Billions of dollars have been plowed into new projects on the assumption that demand across emerging Asia — and especially India — will surge. But conversations with executives at the summit suggest the optimism may be premature. India is the world’s fourth-largest LNG buyer, but import growth has stalled since 2020, and no major contracts were announced at the conference. The country needs more imported LNG as domestic gas output declines and the government pushes ahead with a goal of doubling the fuel’s share of the energy mix by 2030. Global suppliers, meanwhile, are eager — arguably desperate — to lock in paying customers under decades-long contracts. High prices are the sticking point, and they need to fall further before talks move forward. It’s like a game of chicken. For now, Indian buyers aren’t blinking. Executives say they’re looking for at least a 10% discount to current long-term contract prices. Anything less, and they’re content to wait. They’re also wary of deals linked to Henry Hub, the US benchmark, after a recent surge in prices showed how volatile that exposure can be. The prevailing view among Indian buyers is that time is on their side . They believe that the market will tip into oversupply later this year or next, and prices will inevitably come down. But suppliers may not be able to offer what India wants. With production costs rising — particularly in the US, now the world’s top exporter — it’s uncl...

AlexSecret The meteoric rally is coming for "risk-on" assets and "risk-off" assets alike, as market forces converge and boost prices to new highs. The S&P 500 ( SP500 ) breached the 7,000 level on Wednesday for the first time, while gold ( XAUUSD:CUR ) experienced its biggest one-day dollar gain in history . The yellow metal soared by $220 an ounce to reach a record high above $5,400, with both rallies looking set to continue in the coming session. Bigger picture: "Multiple tailwinds - runaway debt, Fed credibility concerns, global central bank buying - are fueling a 'perfect storm' for gold prices," writes Seeking Alpha analyst Frank Holmes, who projected in September that gold could hit $7,000 by the end of President Trump's second term. "Fed independence is under fire, raising systemic risks and driving investors and central banks to diversify away from the U.S. dollar. Gold has already surpassed U.S. Treasurys as a percent of total global foreign reserves. Is the dollar next?" While defense is driving the gains for precious metals, including silver ( XAGUSD:CUR ), playing offense is driving the gains for equity markets, tackling both sides of the investor playbook. The benchmark S&P 500 ( SP500 ) continues to ring in "grand-new" milestones, after hitting 6,000 only a year ago, and 5,000 the year before that. Helping push it over the line this time around has been looser monetary policy, AI excitement, an earnings boost from a weaker dollar, and expectations of a surge in economic growth. More SA commentary: "Despite political volatility in the Trump 2.0 era, the market has become increasingly indifferent to presidential disruptions, focusing on fundamentals," notes SA analyst Elizabeth Pramila, who projects the S&P 500 will reach 7,900 by end-2026 . "Analyst consensus expects S&P 500 earnings growth of nearly 15% in 2026. Robust equity ETF inflows and a bullish put-call ratio signal sustained investor optimism, even as hedging persists amid geopolitical noise." ...

When British people think of Jimmy Savile, it isn’t typically as someone whose style to admire. But at screenings of 28 Years Later: The Bone Temple, the latest film in the 28 Days Later franchise which was released this month, that does seem to be what some US filmgoers are thinking. In the film, a murderous cult known as “the Jimmies” stalk the ruins of post‑apocalyptic Britain. Led by Sir Jimmy Crystal, played by Jack O’Connell, the sect are instantly recognisable for their cheap tracksuits, bleached blonde wigs and particular mannerisms. For viewers in the UK, Crystal is unmistakably reminiscent of the entertainer Jimmy Savile, whose decades-long history of sexual abuse was only revealed after his death. Over more than 50 years, Savile exploited his fame and access to positions of trust to abuse hundreds of people, most of them children. His crimes took place backstage at television shows such as Top of the Pops but also in hospitals, children’s homes and institutions in which he had cultivated influence and free rein. The film’s producer, Danny Boyle, and O’Connell have been clear that Sir Jimmy Crystal was designed as a Savile-inspired figure. Boyle told Business Insider that the character draws on Savile’s entire pop-cultural footprint, “all kind of twisting in this partial remembrance” that Crystal’s followers then recreate as an image. O’Connell told the Hollywood Reporter his character “models himself on the memory of this figure that was always on TV”, describing it as a warning about the dangers of weaponised nostalgia and unchecked power. “It totally exists in the story to unsettle,” he said. Allow TikTok content? This article includes content provided by TikTok . We ask for your permission before anything is loaded, as they may be using cookies and other technologies. To view this content, click 'Allow and continue'. Allow and continue In the film’s timeline (if the first film is set in the present), Britain collapses in 2002 – before Savile’s crimes b...

Dizfoto/iStock via Getty Images Back when I rated GE Vernova ( GEV ) a Buy last April, shares were trading around $318. Since then, the stock’s doubled and then some (up about 123%), and it’s now hovering just below its 52-week high. This isn’t luck. Orders, backlog, and margins have all materially improved year over year. Power and Electrification have kept growing and gotten more profitable, so the market’s finally noticing. But as much as I believed in their ability to pull off this turnaround, today’s price already bakes in both the progress and the ongoing headaches (especially with wind and all the money it eats up). The risk and reward have basically flipped. Management is hitting their targets, but with the stock at about $711, what you’re paying now already assumes a lot of good news is coming. The latest earnings report reinforces that view. Q4 and full-year 2025 numbers were strong everywhere you look, except for wind. GE Vernova landed $22.2 billion in orders this quarter (up 65% year over year), full-year orders jumped 34%, and the backlog is now at a record $150 billion. Adjusted EBITDA rose to $3.2 billion, up roughly 46% year over year, margins got a nice bump, and free cash flow more than doubled to $3.7 billion. Management even doubled the dividend and raised guidance for both revenue and cash generation in 2026. Still, with the stock pushing nearly 54 times forward earnings and more than 33 times EBITDA, you really have to believe they’ll keep crushing it for this to make sense. GE Vernova 4Q & Full Year 2025 Financial Results & Outlook GE Vernova is basically a pure play on power and the electric grid. There are three main parts: Power, Electrification and Wind. The Prolec GE deal adds approximately $3 billion of annual grid transformer sales with good margins and turns Electrification into the main growth driver. It grew 28% last year and doubled its EBITDA. Power is built on record orders for gas turbines and services, now backed up by a backlo...

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Apple has agreed a multi year partnership with Alphabet to integrate Google's Gemini AI into Siri and Apple Intelligence features. The collaboration is expected to support a more conversational, chatbot like version of Siri across Apple devices. This move marks a material shift in Apple's approach to artificial intelligence and its choice of external AI partners. For investors tracking NasdaqGS:AAPL, this development lands at a time when the stock is trading at $256.44, with a 7.6% return over the past year and a 79.0% return over three years. Those figures sit alongside a 96.7% return over five years, which highlights how closely the market has treated Apple as a long term ecosystem story rather than just a hardware maker. The Gemini partnership speaks directly to that ecosystem story because it touches the core user experience across iPhone, iPad and Mac. As Apple starts to detail how Gemini powered Siri and Apple Intelligence will be deployed and monetized, you can watch for signals on user engagement, services growth and how this AI shift might influence sentiment around NasdaqGS:AAPL over the medium term. Stay updated on the most important news stories for Apple by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Apple. NasdaqGS:AAPL Earnings & Revenue Growth as at Jan 2026 How Apple stacks up against its biggest competitors The Gemini deal points to Apple leaning on Alphabet’s AI models to refresh the Siri experience across its hardware, rather than trying to build everything in house. For you as a shareholder, the key question is whether a more capable, chatbot like Siri can deepen iPhone and Mac engagement and, over time, support higher value services usage in areas like iCloud, media and payments. How this fits with the Apple overvaluation and services narratives Existing commun...

Laborers work at a coastal road project construction site in Mumbai on January 12, 2022. Punit Paranjpe | Afp | Getty Images India has forecasted its economy to grow between 6.8% to 7.2% in the fiscal year 2027, outpacing most major economies. The world's fourth-largest economy is targeting this growth on the back of a stable domestic economy and fewer external uncertainties as it aims to conclude a trade deal with the U.S. "this year," India's finance ministry said in its economy survey for the financial year 2026. India is expected to remain the fastest-growing economy in the world, according to the International Monetary Fund, which has pegged its growth at 6.4% in 2026 and 2027. In contrast, the IMF projects the world economy to grow by 3.3% in 2026, marginally shrinking to 3.2% in 2027. Major economies like Germany, the U.K and Japan are likely to grow in the low single digits. The outlook for the Indian economy in the next fiscal year is "one of steady growth amid global uncertainty, requiring caution, but not pessimism," the report said. Unfazed Growth As reported earlier this month, India's economy is projected to grow 7.4% in the fiscal year ending March 2026, higher than the 6.5% growth in the last fiscal. Since August, Indian exports to the U.S. have been tariffed at over 50%, and while negotiations are ongoing, a deal remains elusive. But according to the economic survey, India's economic growth has not been hampered by the slowdown in exports to the U.S. Textiles, marine products, gems and jewelry, auto components, and leather goods are the key exports from India, which have been affected due to U.S. tariffs. But according to the data shared by the Indian government, these products have found alternative markets. watch now VIDEO 4:49 04:49 EU-India trade deal provides much needed stability: JSW Steel CFO Inside India India's marine products are now being sold in countries like China and Malaysia, while the country's exports of auto components to the UAE...

US equity futures gain as large tech firms including Meta announce plans to spend more on AI. SAP and Microsoft lag as their cloud businesses disappoint. The dollar weakens amid debasement fears while gold extends its record rally. Oil prices rise as President Trump warns Iran of military strikes if a nuclear deal is not reached soon. Marija Veitmane of State Street and Joel Kulina of Wedbush discuss this earnings season. (Source: Bloomberg)

Analysts have been eager to weigh in on the Technology sector with new ratings on Nvidia (NVDA – Research Report), F5 Networks (FFIV – Research Report) and Seagate Tech (STX – Research Report). Nvidia (NVDA) In a report released today, Stacy Rasgon from Bernstein maintained a Buy rating on Nvidia, with a price target of $275.00. The company’s shares closed last Tuesday at $188.52. According to TipRanks.com, Rasgon is a 5-star analyst with an average return of 30.7% and a 68.4% success rate. Rasgon covers the Technology sector, focusing on stocks such as Advanced Micro Devices, Applied Materials, and Texas Instruments. ;'> Currently, the analyst consensus on Nvidia is a Strong Buy with an average price target of $264.09, which is a 41.0% upside from current levels. In a report issued on January 14, RBC Capital also initiated coverage with a Buy rating on the stock with a $240.00 price target. See Insiders’ Hot Stocks on TipRanks >> F5 Networks (FFIV) In a report released today, Sebastien Naji from William Blair maintained a Hold rating on F5 Networks. The company’s shares closed last Tuesday at $270.43. According to TipRanks.com, Naji is a 3-star analyst with an average return of 8.4% and a 53.2% success rate. Naji covers the Technology sector, focusing on stocks such as Credo Technology Group Holding Ltd, ARM Holdings PLC ADR, and Astera Labs, Inc. ;'> The word on The Street in general, suggests a Moderate Buy analyst consensus rating for F5 Networks with a $314.80 average price target, representing a 17.2% upside. In a report released today, Barclays also maintained a Hold rating on the stock with a $283.00 price target. Seagate Tech (STX) UBS analyst Timothy Arcuri maintained a Hold rating on Seagate Tech today and set a price target of $385.00. The company’s shares closed last Tuesday at $371.76. According to TipRanks.com, Arcuri is a top 25 analyst with an average return of 38.4% and a 73.9% success rate. Arcuri covers the Technology sector, focusing on stocks s...

Valley National Bancorp press release ( VLY ): Q4 Non-GAAP EPS of $0.31 beats by $0.02 . Revenue of $541.2M (+14.1% Y/Y) beats by $15.53M . More on Valley National Bancorp Valley National Bancorp: Despite Underperformance, My Opinion Is Unchanged Valley National Bancorp: 8% Yielding Reset Preferred A Great Income Play Valley National Bancorp Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Valley National Bancorp Historical earnings data for Valley National Bancorp

Nasdaq ( NDAQ ) declared $0.27/share quarterly dividend , in line with previous. Forward yield 1.09% Payable March 30; for shareholders of record March 16; ex-div March 16. See NDAQ Dividend Scorecard, Yield Chart, & Dividend Growth. More on Nasdaq Trump's Greenland Tariffs, Part II: The 'Hateful Eight' Nasdaq, Inc. (NDAQ) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript Life After Mag 7 Nasdaq Q4 2025 Earnings Preview SEC nod lets Nasdaq add Monday, Wednesday stock options expiries - report