DOE news may be driving Energy Fuels stock lower today, but cash burn is the bigger worry. Energy Fuels (UUUU 13.71%) stock collapsed in early trading this morning, falling 15.3% through 10:40 a.m. ET after the U.S. Department of Energy (DOE) issued a rather innocuous request for information (an "RFI," a preparatory step in the government contracts process that precedes issuing a request for proposals). This RFI invites states to express interest in hosting "Nuclear Lifecycle Innovation Campuses." These campuses could contain advanced nuclear reactors, and also conduct "nuclear fuel lifecycle" activities, including "fuel fabrication, enrichment, reprocessing used nuclear fuel, and disposition of waste." The RFIs must be submitted by April 1, 2026. The announcement made no mention of Energy Fuels. Context, please One week ago, DOE shook up the energy market when it announced it would cancel or restructure more than $83 billion in Biden-era loans to various renewable and other energy projects -- while leaving nuclear projects mostly intact or even increasing their funding. This still appears to be the policy, and it still sounds like something that could benefit Energy Fuels. Indeed, the new RFI suggests DOE plans to further nuclear development, and to pair its Nuclear Lifecycle Innovation Campuses with collocated advanced manufacturing and data centers that could utilize power generated by the reactors. Expand NYSEMKT : UUUU Energy Fuels Today's Change ( -13.71 %) $ -3.80 Current Price $ 23.92 Key Data Points Market Cap $6.6B Day's Range $ 23.02 - $ 26.63 52wk Range $ 3.20 - $ 27.90 Volume 14M Avg Vol 14M Gross Margin -515.86 % What does this mean for Energy Fuels stock? Investors may be concerned by reports that the government is preparing for a second shutdown after federal funds run out at the end of this month, as legislators debate funding for the Department of Homeland Security. CNN notes, however, that budget bills passed earlier this year already secure fundi...

格隆汇1月30日｜黄金ETF-SPDR（GLD）一度跌近3%，现跌2.6%；白银ETF-iShares（SLV）跌超4%。

Keir Starmer held talks with the Chinese leader Xi Jinping this week and proclaimed Britain should have a more ‘sophisticated’ relationship with China. Pippa Crerar, who was with the prime minister on the trip, tells Kiran Stacey what all this means Continue reading...

Meta Platforms Inc (META) Shares Up 7.31% on Jan 29 GuruFocus

美国参议院多数党领袖约翰·图恩表示，参议院正“更接近”达成协议，以避免在当前拨款于周五晚到期后美国政府停摆。他表示，根据参议院民主党人与白宫正在磋商中的方案，国土安全部将获得临时拨款。（财联社）

专题：聚焦美股2025年第四季度财报 荷兰芯片设备制造商阿斯麦发布的最新业绩一度助推其股价再度大涨，这家企业也凭借此前的涨势成为欧洲市值最高的公司，但随后市场对其能否完成创纪录订单的产能质疑引发股价跳水，这一走势也凸显出市场对该公司的预期已处于极度高涨的状态。 阿斯麦在周三发布第四季度业绩后，股价一度创下历史新高，随后却应声回落，最终收跌 2%。 这一大幅震荡的交易走势足以说明，这家为 台积电 等芯片制造商提供设备、助力其为英伟达生产人工智能芯片的企业，正不断试探着投资者的接受底线。 本月以来，阿斯麦股价累计涨幅达 34%，当前股价对应 2026 年预期市盈率为 42 倍，远高于英伟达的 25 倍，分析师们也纷纷上调了对该公司的业绩预期。阿斯麦管理层预计，公司 2026 年销售额增速区间为 4% 至 19%。 “目前，大部分利好消息已经体现在股价中了。” 奥瑞斯投资公司首席投资官汉・迪珀林克表示，该公司近期将所持阿斯麦股份减持一半，至 4.5 万股，但仍对该股保持超配持仓。“现在的核心问题在于估值水平和仓位布局。” 股价创历史新高 阿斯麦当前市值达 4670 亿欧元（约合 5590 亿美元），在股价逼近历史高点的背景下，投资者和分析师纷纷争论，这家企业的增长空间还有多大。 阿斯麦目前的未交付订单金额达 388 亿欧元，但其生产的大型芯片光刻设备，单台制造周期就长达一年。阿斯麦是全球唯一一家能生产极紫外光刻系统的企业，该设备是制造先进芯片精密电路的核心关键。 看好阿斯麦的市场人士均看好其由人工智能驱动的增长前景。该公司最大客户台积电已制定 2026 年大规模扩产计划，2027 年和 2028 年还将有更多扩产动作；三星、海力士、 美光 等存储芯片制造商也推出了与人工智能相关的扩产计划，这些都将为阿斯麦带来利好。 “尽管从表面上看，公司当前的估值已经极高，但我们并不会依靠估值提升来获取投资回报。” 斯通黑奇・弗莱明全球精选股票基金首席投资经理、阿斯麦投资者格里特・斯密特表示。 他预计，截至 2030 年，阿斯麦的设备出货量将实现每年 15% 的增长。 “我并非说公司能随意给设备定价，但这 15% 的增长纯粹是设备出货量的增长。与此同时，产能提升将带动公司运营效率改善，利润率也会随之走高。” 斯密特补充道。 阿斯麦的估值溢价是否合理？ 德格鲁夫・彼得坎投行分析师迈克尔・勒...

Shirley Raines, a social media creator and non-profit founder who dedicated her life to caring for people experiencing homelessness, has died, her organization Beauty 2 The Streetz said Wednesday. She was 58. Raines was known as “Ms. Shirley”, to her more than 5 million TikTok followers and to the people who regularly lined up for the food, beauty treatments and hygiene supplies she brought to Los Angeles’ Skid Row and other homeless communities in California and Nevada. Raines’ life made an “immeasurable impact”, Beauty 2 The Streetz wrote on social media. “Through her tireless advocacy, deep compassion, and unwavering commitment, she used her powerful media platform to amplify the voices of those in need and to bring dignity, resources, and hope to some of the most underserved populations,” the organization said. Raines’ cause of death was not released, but the organization said it would share additional information when it is available. Raines had six children. One son died as a toddler – an experience that left her a “very broken woman”, Raines said in 2021 when she was named CNN’s hero of the year. “It’s important you know that broken people are still very much useful,” she said during the CNN award ceremony. That deep grief led her to begin helping homeless people. “I would rather have him back than anything in the world, but I am a mother without a son, and there are a lot of people in the street that are without a mother,” she said. “And I feel like it’s a fair exchange – I’m here for them.” Raines began working with homeless communities in 2017. On Monday, Raines posted a video shot from inside her car as she handed out lunches to a line of people standing outside her passenger window. She greeted her clients with warm enthusiasm and respect, calling them “King” or “Queen”. One man told her he was able to get into an apartment. “God is good! Look at you!” Raines replied, her usual cheerfulness stepping up a notch. In a video posted two weeks earlier, she ha...

is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO. Posts from this author will be added to your daily email digest and your homepage feed. The music streaming service Deezer is giving other companies access to its AI song-detecting tool. The tool, which identifies, tags, and excludes AI-generated music from algorithmic recommendations, is now available for businesses to purchase and use, according to an announcement on Wednesday. Deezer launched its AI music detection tool last year as part of efforts to “prevent fraudulent actors from stealing royalties from real artists through mass produced AI-generated music.” The company says it has used the tool to identify and tag more than 13.4 million AI songs in 2025, even as the flood of AI-generated tracks continues to grow. Deezer claims its tool can detect AI songs with a 99.8 percent accuracy rate. In the press release, Deezer says it receives more than 60,000 AI tracks uploaded every day, making up 39 percent of total uploads. That’s double the 30,000 daily AI track uploads that Deezer reported receiving in September 2025. Deezer also found that up to 85 percent of the AI-generated music streams it identified in 2025 are “fraudulent,” compared to 8 percent of all streams in 2025. “We know that the majority of AI-music is uploaded to Deezer with the purpose of committing fraud, and we continue to take action,” Deezer CEO Alexis Lanternier says in the press release. “Every fraudulent stream that we detect is demonetized so that the royalties of human artists, songwriters and other rights owners are not affected.” As songs generated with platforms like Suno and Udio become harder to identify, music streaming services are taking steps to ensure listeners know when the music they’re listening to wasn’t created by a human. Spotify began rolling out new policies to address AI music and impersonation last year, and it’s also work...

Image source: The Motley Fool. Thursday, Jan. 29, 2026 at 10 a.m. ET CALL PARTICIPANTS Chairman, President, and Chief Executive Officer — Joseph B. Armes Chief Financial Officer and Executive Vice President — James E. Perry TAKEAWAYS Revenue -- $233 million, increasing 20%, driven primarily by acquisitions, with partial offset from lower organic volumes. -- $233 million, increasing 20%, driven primarily by acquisitions, with partial offset from lower organic volumes. Adjusted Consolidated EBITDA -- $45 million, up 7%, representing a new quarterly record. -- $45 million, up 7%, representing a new quarterly record. Gross Profit -- $92 million, up 15%, with gross margin at 39.7%, a decline of 170 basis points from 41.4% due to segment-wide margin compression. -- $92 million, up 15%, with gross margin at 39.7%, a decline of 170 basis points from 41.4% due to segment-wide margin compression. Adjusted EBITDA Margin -- 19.2%, down 250 basis points from 21.7%, mainly due to margin dilution from acquired businesses and higher input costs. -- 19.2%, down 250 basis points from 21.7%, mainly due to margin dilution from acquired businesses and higher input costs. Adjusted EPS -- $1.42, a 21% decrease, with a $10 million rise in interest expense being the primary driver as the company moved to a net debt position. -- $1.42, a 21% decrease, with a $10 million rise in interest expense being the primary driver as the company moved to a net debt position. Major Acquisitions -- Three acquisitions completed in the quarter: Mars Parts for $650 million (largest to date), and Hydrotech's Holdings plus ProAction Fluids for a combined $26.5 million, totaling nearly $1 billion in acquisition capital invested within twelve months. -- Three acquisitions completed in the quarter: Mars Parts for $650 million (largest to date), and Hydrotech's Holdings plus ProAction Fluids for a combined $26.5 million, totaling nearly $1 billion in acquisition capital invested within twelve months. Share Repurch...

N Rotteveel/iStock Editorial via Getty Images Bitcoin ( BTC-USD ) tumbled to a new 2026 low below $85K on Thursday amid a broader market selloff across U.S. equities and metals. The largest digital token by market cap ( BTC-USD ) dropped 4.8% in the last 24 hours to $84.8K apiece, marking its lowest level since mid-December. The swing comes amid a sudden reversal across markets, with gold ( XAUUSD:CUR ) -4.8% and silver ( XAGUSD:CUR ) -6.3% prices snapping their recent massive rallies as of 11:07 a.m. ET. Reinforcing the broader risk-off mood, U.S. equities also weakened after big tech earnings failed to impress, with the tech-heavy Nasdaq off over 2% at press time. Crypto-tied stocks also traded deep in the red, with Strategy ( MSTR ) diving 10%, Coinbase Global ( COIN ) -6.5%, Circle Internet Group ( CRCL ) -9.6%, MARA Holdings ( MARA ) -6.7%, Bakkt ( BKKT ) -5.8%, American Bitcoin ( ABTC ) -3.9%, Riot Platforms ( RIOT ) -8.4% and Hut 8 ( HUT ) -7.5%. The iShares Bitcoin Trust ( IBIT ), the largest spot bitcoin ( BTC-USD ) exchange-traded fund, sank 5.3% on Thursday, leaving it down 3.4% so far this year. Net outflows from such funds have cooled significantly from the prior week's spike, with total spot BTC ETF flows down to -$19.6M on Jan. 28 from as high as $708.7M on Jan. 21, according to data from SoSoValue. Intraday price returns (Seeking Alpha) More on Bitcoin USD Whale's Market Outlook 2026: Crypto Majors, Perp DEXs, And Prediction Markets Davos Takeaways - Bitcoin Is Not Here To Replace Banks, And That's A Good Thing VanEck Mid-January 2026 Bitcoin ChainCheck Bitcoin lacks direction as precious metals outshine crypto Crypto funds record outflows of $1.73B last week: report

总台记者当地时间29日获悉，受冬季风暴“克丽斯廷”影响，葡萄牙莱里亚省蒙特雷阿尔空军基地遭遇强风袭击，阵风最高达每小时178公里。基地机库大门被掀翻并砸中多架战机，至少4架F-16战机受损，部分设施和车辆亦遭破坏。初步估计经济损失达数百万欧元。（央视新闻）

Investing.com -- Shares of First Solar are down more than 13% on Thursday on the prospect of Tesla building large-scale solar manufacturing capacity. Tesla’s push could weigh on long-term pricing expectations of First Solar. BMO Capital Markets downgraded the stock to Market Perform from Outperform cutting its price target on First Solar to $263 from $285. Tesla CEO Elon Musk’s had commented at the World Economic Forum about building a vertically integrated solar manufacturing base. Musk in earnings call Wednesday said Tesla was planning to work toward 100 gigawatts a year of solar cell production, integrated across the supply chain from raw materials to finished panels. BMO analysts say the effort could materialize over the next few quarters. Tesla has a track record of rapidly scaling clean energy manufacturing in the US, which raises the risk to First Solar’s competitive positioning. The timing and scale of any excess Tesla solar module capacity, and whether it would be sold to third parties, remain uncertain. The potential for additional supply could pressure long-term module pricing or act as an overhang on First Solar shares. Stock downgrade comes as BMO’s thesis on First Solar had increasingly relied on higher US module average selling prices. BMO estimates the stock is discounting a terminal module price of about $0.29 per watt, following a 56% rise in the shares over the past 12 months. Recent backlog and bookings have been priced in the $0.30 to $0.33 per watt range. BMO said its base case assumes US utility-scale solar capacity growth of about 45 to 50 gigawatts per year. First Solar currently has about 14.1 gigawatts of US capacity, while T1 Energy is expected to reach 2.1 gigawatts of integrated solar manufacturing capacity by the end of 2026, with scope to add another 3.2 gigawatts. The firm said any carve-outs or softer outcomes from pending Section 232 tariffs on polysilicon and related products could also dilute upside to US module prices. Related a...

随着金银价格大幅波动，美股周四早盘，SPDR黄金信托（GLD）下跌2.9%，iShares白银信托（SLV）大跌4.2%。分析师指出贵金属市场正出现由极端流动性驱动的波动及与基本面的脱节。 责任编辑：张俊 SF065

Amazon (AMZN) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report, which is expected to be released on February 5, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. Zacks Consensus Estimate This online retailer is expected to post quarterly earnings of $1.98 per share in its upcoming report, which represents a year-over-year change of +6.5%. Revenues are expected to be $211.53 billion, up 12.6% from the year-ago quarter. Estimate Revisions Trend The consensus EPS estimate for the quarter has been revised 0.46% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Earnings Whisper Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version...

monsitj/iStock via Getty Images Gold erased its gains and slid on Thursday, after the metal had topped $5,500 an ounce, as it seemed to abruptly change its course. Silver ( XAGUSD:CUR ) ( SLV ) also followed suit after it hit a record high above $120 an ounce. Spot gold ( XAUUSD:CUR ) dropped 4.7% at press time to $5,165. Silver ( XAGUSD:CUR ) ( SLV ) tumbled 7.36% to $108. The fall comes amid a broader market downturn. Wall Street's major averages were lower, as traders digested big tech company earnings that did not push indexes higher even as beats were reported. Bitcoin ( BTC-USD ) also sank 5.1% to $84,687.88. Precious metals have surged this year amid heightened geopolitical tensions and concerns over the Federal Reserve’s independence. Spot gold is up nearly 30% this year, and silver has gained 67%, sharply accelerating multi-year bull markets and, due to the size and persistence of the rally, limiting banks’ ability to take positions. More on gold and silver Commodities: Oil Trades Higher On Iranian Risk Hard Assets Weekly: Gold Looks Expensive, But Only Until You Adjust For The 80s Silver: When In Doubt, I Replay The Hunt Brothers Episode Gold, silver ETFs historically overbought -- yet still a Buy? Gold tops $5500 per ounce

Trump Officials Held Secret Meetings With Prominent Canadian Group Seeking To Secede A new bombshell report in Financial Times says that US officials have held recent talks with Canadian separatists seeking to break Alberta, Canada's oil-rich western province, away from Ottawa. " Officials in the [US President] Donald Trump administration discussed loaning Alberta $500 million to break up Canada and make it the 51st state," one source told the FT . NurPhoto via Getty Images This follows on the heels of Trump earlier this month posting a fictitious map showing Canada as part of the United States. The report also comes days after Canadian Prime Minister Mark Carney's speech in Davos before the World Economic Forum (WEF). He called out President Trump for creating a "rupture" in the existing world order . Carney has also told his parliament, " The world has changed. Washington has changed. There is almost nothing normal in the US now - that's the truth." Trump famously fired back: "Canada lives because of the United States. Remember that, Mark, the next time you make your statements" while adding that Carney "wasn't so grateful" and that Canada "gets a lot of freebies from us." Recall too the words of US Treasury Secretary Scott Bessent at Davos: " Alberta is a natural partner for the US. People are talking. People want sovereignty. They want what the US has got . " And now the FT article, along with other media, claim Trump is destabilizing Canada by these secret meetings between the Canadian separatists and "very, very senior" officials in the US administration. Jeff Rath, legal adviser to the movement in question - the Alberta Prosperity Project (APP) - has gone so far as to proclaim that Washington is pushing for an " independent " Alberta . APP leaders are now seeking follow-up meetings with the US State and Treasury Departments next month to request a $500 million credit facility to bankroll secession , while also pressing for US recognition and new pipeline rout...

格隆汇1月30日丨就在刚刚，本来集体狂欢的贵金属、有色金属们，在刷新记录新高后遭到资金获利了结，出现了快速跳水，下跌速度之快，可以用“来不及报盘”来形容。具体来看： ①最炙手可热的现货白银，从盘中最高的+4%转为下跌超8%，直接从记录新高的121美元下挫至107美元。 ②现货黄金盘中一度逼近5600美元/盎司，但北京时间23:00持续跳水，一度重挫5%，下探至5100美元附近。 ③正在交易中的沪金、沪银期货夜盘出现短时大幅下跌行情，最深度下跌幅度达6%，而他们1个小时前还分别涨超2%、8%。 ④伦敦金属交易所金属均冲高回落，铜涨幅收窄至3.05%此前涨11%；锡跌1.35%此前涨超5%，镍涨幅收窄至0.41%此前涨超4%，铅涨幅收窄至0.17%此前涨2%，锌涨幅收窄至1.81%此前涨超6%。 ⑤美股也在大幅走低，道琼斯指数跌0.60%，标普500指数跌1.35%，纳斯达克综合指数跌2.47%。 ⑥比特币跌至84818.5美元，过去24小时内跌5.16%。 斯巴达资本证券分析师彼得·卡迪略指出，黄金和白银期货出现回调可能意味着价格已触及近期高点。他表示，我们认为此次反转意义重大。

Microsoft posted a solid quarterly earnings and revenue beat , but slowing growth in its Azure cloud computing business wasn't enough to exceed investors' lofty expectations, weighing shares down 12% on Thursday. However, Wall Street analysts criticized the sell-off. Microsoft's earnings came in at an adjusted $4.14 per share, exceeding the $3.97 analysts polled by LSEG had expected. The firm posted revenue of $81.27 billion, also higher than the $80.27 consensus estimate. Microsoft's current-quarter guidance also met LSEG consensus expectations. But shares were dragged lower after revenue from Azure and other cloud services grew at 39%, lower than the 40% growth from Microsoft's fiscal first quarter. Analysts polled by StreetAccount and CBNC had respectively forecast this growth to come in at 39.4% and 38.9%. While analysts across Wall Street acknowledged this miss in cloud growth, they also remarked that market expectations appear too high. Morgan Stanley analyst Keith Weiss said that investors were "not seeing the forest for the trees" and that the stock's "valuation appears to miss the bigger picture." "The issue is that most investors focused on just one number, Azure growth, to judge the health of the MSFT business, especially around AI momentum," wrote Barclays analyst Raimo Lenschow. Lenschow added that investors will have to "rethink" how they analyze Microsoft's growth story from here, since the company will probably direct future excess capacity into CoPilot, its artificial intelligence chatbot, and its own AI R & D efforts. "Importantly, we'd highlight Azure is still growing well above the market, guided to sustain 37-38% growth in F3Q and we believe can likely persist near here for several more quarters off a higher base," Deutsche Bank analyst Brad Zelnick added. Citi analyst Tyler Radke believes that Azure's growth will likely accelerate after a "self-inflicted" slowdown, and also highlighted an acceleration in CoPilot's momentum as a bright spot on t...

hapabapa/iStock Editorial via Getty Images Investment Thesis I assign Capcom Co., Ltd. ( CCOEY ) ( CCOEF ) a strong buy rating due to another excellent quarter of earnings and upcoming catalysts that position the company to further accelerate its earnings going into Q4. Capcom is a company whose earnings growth is not dependent upon blockbuster releases, since older titles dominate game sales and drive its operating margins above 60% per the company's digital contents segment of revenue. They also have a very diversified IP model that consists of video games, amusement equipment, arcade machines, licensing, and media—all of which work in tandem to extend the lifecycle of its franchises and reduce the company's earnings volatility, especially compared to their pure-play publishing peers. And, with roughly 38% upside, as calculated from my updated price target for the company, Capcom continues to be undervalued by the market, especially given the fact that they are a low capital-intensive business, with excellent capital efficiency and are able to convert a lot of their operating earnings into cash for further reinvestment. Earnings Recap I've genuinely been looking forward to Capcom's earnings , and I was not surprised to see another strong quarter for the company. But given the company's latest history of broad-based growth across all company segments, should investors really have expected anything else? Let's get into the company's major metrics. Major Metrics Starting with net sales, the company is up 30% YoY to ¥115.3 billion, while operating profit is up 75% YoY to ¥54.3 billion, which lifted the company's operating margin to a nice 47.1%. Note that this is way above both last year's level of 34.9% and exceeds the company's full-year margin guidance of 38.4%. Ordinary profit also increased 65% YoY to ¥51.7 billion, while the net profit belonging to Capcom's shareholders is up 69% YoY to ¥38.8 billion. Table Showing Capcom’s FY26 Q3 Results (Capcom) The Digital C...

【深夜里的金属风暴：从大涨到跳水只隔一小时 金价单日波动500美元 白银+4%→-8%】财联社1月30日电，就在刚刚，本来集体狂欢的贵金属、有色金属们，在刷新记录新高后遭到资金获利了结，出现了快速跳水，下跌速度之快，可以用“来不及报盘”来形容。具体来看： ①最炙手可热的现货白银，从盘中最高的+4%转为下跌超8%，直接从记录新高的121美元下挫至107美元。 ②现货黄金盘中一度逼近5600美元/盎司，但北京时间23:00持续跳水，一度重挫5%，下探至5100美元附近。 ③正在交易中的沪金、沪银期货夜盘出现短时大幅下跌行情，最深度下跌幅度达6%，而他们1个小时前还分别涨超2%、8%。 ④伦敦金属交易所金属均冲高回落，铜涨幅收窄至3.05%此前涨11%；锡跌1.35%此前涨超5%，镍涨幅收窄至0.41%此前涨超4%，铅涨幅收窄至0.17%此前涨2%，锌涨幅收窄至1.81%此前涨超6%。 ⑤美股也在大幅走低，道琼斯指数跌0.60%，标普500指数跌1.35%，纳斯达克综合指数跌2.47%。 ⑥比特币跌至84818.5美元，过去24小时内跌5.16%。

在实行54年开放式选座后，西南航空（LUV）推出指定座位和新票价组合产品，旨在减少不确定性并在初期登机调整过程中将额外伸腿空间库存变现。 责任编辑：张俊 SF065

Nvidia (NVDA) closed the last trading session at $191.52, gaining 2.7% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $254.81 indicates a 33.1% upside potential. The average comprises 47 short-term price targets ranging from a low of $140.00 to a high of $352.00, with a standard deviation of $42.11. While the lowest estimate indicates a decline of 26.9% from the current price level, the most optimistic estimate points to a 83.8% upside. More than the range, one should note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts. While the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decisions solely based on this tool would arguably do themselves a disservice. But, for NVDA, an impressive average price target is not the only indicator of a potential upside. Strong agreement among analysts about the company's ability to report better earnings than they predicted earlier strengthens this view. While a positive trend in earnings estimate revisions doesn't gauge how much a stock could gain, it has proven to be powerful in predicting an upside. Price, Consensus and EPS Surprise Here's What You Should Know About Analysts' Price Targets According to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading. While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of...

Palantir Technologies Inc. PLTR will report its fourth-quarter 2025 results on Feb. 2, after the bell. The Zacks Consensus Estimate for earnings in the to-be-reported quarter stands at 23 cents, indicating 64.3% growth from the year-ago reported quarter. The consensus estimate for total revenues stands at $1.35 billion, indicating 62.8% year-over-year growth. There have been no changes or revisions to analyst estimates lately. Zacks Investment Research Image Source: Zacks Investment Research The company has a strong history of earnings surprises. Earnings surpassed the Zacks Consensus Estimate in three of the trailing four quarters and matched once, with an earnings surprise of 16.3%, on average. Zacks Investment Research Image Source: Zacks Investment Research PLTR’s Lesser Chance of Q4 Earnings Beat Our proven model doesn’t conclusively predict an earnings beat for PLTR this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. PLTR has an Earnings ESP of 0.00% and a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here. PLTR’s All-Round Healthy Business Should be the Driver in Q4 We expect a significant year-over-year improvement in the company’s top line in the to-be-reported quarter, driven by healthy business from existing and new customers, strengthening both the Government and Commercial segments. The consensus estimate for Government revenues is pegged at $707.24 million, indicating 55.4% year-over-year growth. The consensus mark for Commercial revenues is pegged at $646.25 million, indicating 73.5% year-over-year growth. PLTR Stock Looking Pricey Palantir shares have surged a whopping 94% over the past year, consolidated over the past six months, and declined 19% in the past three months. This performance...

Palantir Technologies Inc. PLTR will report its fourth-quarter 2025 results on Feb. 2, after the bell. The Zacks Consensus Estimate for earnings in the to-be-reported quarter stands at 23 cents, indicating 64.3% growth from the year-ago reported quarter. The consensus estimate for total revenues stands at $1.35 billion, indicating 62.8% year-over-year growth. There have been no changes or revisions to analyst estimates lately. Zacks Investment Research Image Source: Zacks Investment Research The company has a strong history of earnings surprises. Earnings surpassed the Zacks Consensus Estimate in three of the trailing four quarters and matched once, with an earnings surprise of 16.3%, on average. Zacks Investment Research Image Source: Zacks Investment Research PLTR’s Lesser Chance of Q4 Earnings Beat Our proven model doesn’t conclusively predict an earnings beat for PLTR this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. PLTR has an Earnings ESP of 0.00% and a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here. PLTR’s All-Round Healthy Business Should be the Driver in Q4 We expect a significant year-over-year improvement in the company’s top line in the to-be-reported quarter, driven by healthy business from existing and new customers, strengthening both the Government and Commercial segments. The consensus estimate for Government revenues is pegged at $707.24 million, indicating 55.4% year-over-year growth. The consensus mark for Commercial revenues is pegged at $646.25 million, indicating 73.5% year-over-year growth. PLTR Stock Looking Pricey Palantir shares have surged a whopping 94% over the past year, consolidated over the past six months, and declined 19% in the past three months. This performance...

Image source: The Motley Fool. Thursday, January 29, 2026 at 8:30 a.m. ET Call participants President and Chief Executive Officer — John Doyle Chief Financial Officer — Mark McGivney Chief Executive Officer, Marsh — Martin South Chief Executive Officer, Guy Carpenter — Dean Klisura Chief Executive Officer, Mercer — Pat Tomlinson Chief Executive Officer, Marsh Management Consulting — Nick Studer Head of Investor Relations — Jay Gelb Takeaways Total Revenue -- $27 billion, up 10%, with 4% underlying growth for the year. -- $27 billion, up 10%, with 4% underlying growth for the year. Adjusted Operating Income -- Rose 11% to $7.3 billion, building on last year’s 11% increase. -- Rose 11% to $7.3 billion, building on last year’s 11% increase. Adjusted Operating Margin -- Improved by 30 basis points for the year and 40 basis points in Q4, marking the eighteenth consecutive year of reported expansion. -- Improved by 30 basis points for the year and 40 basis points in Q4, marking the eighteenth consecutive year of reported expansion. Adjusted EPS -- Increased 9% annually to $9.75; quarterly figure was $2.12, up 10%. -- Increased 9% annually to $9.75; quarterly figure was $2.12, up 10%. Free Cash Flow -- Grew 25% to $5 billion for the year, reflecting strong underlying business performance. -- Grew 25% to $5 billion for the year, reflecting strong underlying business performance. Capital Return -- $2 billion in annual share repurchases and a 10% dividend increase; Q4 alone saw $1 billion in share buybacks. -- $2 billion in annual share repurchases and a 10% dividend increase; Q4 alone saw $1 billion in share buybacks. McGriff Acquisition Integration -- Completed as the largest acquisition in company history. -- Completed as the largest acquisition in company history. Thrive Program -- Launched as a multi-year growth initiative expected to yield $400 million in total savings, with $112 million in related Q4 expenses and $500 million in charges required for execution. -- Launc...

追踪货币波动走势的景顺DB美元指数看涨基金（UUP）周四早盘小幅上涨不到0.1%，此前美国总统特朗普暗示对美元走弱并不感到担忧，而策略师警告弱美元可能提高国债风险溢价并预示信心减弱。 责任编辑：张俊 SF065

在岸人民币兑美元跌破6.95，日内跌0.0763%，现报6.9528。 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。

peshkov The Nasdaq Composite ( COMP:IND ) declined more than 2.5% on Thursday’s late morning trade, as Microsoft ( MSFT ) shares tumbled almost 12%. The heavy-tech index is about -0.9% from a month ago and -1.3% in the last five days. Microsoft ( MSFT ) delivered a strong second quarter result , but Azure’s growth in the quarter was lower than its 40% growth in the previous quarter. Now the tech giant is seeing its seventh worst one-day selloff in its history. Here are the top decliners in the Nasdaq at the moment: Microsoft Corp. ( MSFT ) -12% Atlassian Corp. ( TEAM ) -10.3% Strategy ( MSTR ) -9.6% Workday ( WDAY ) -9.5% Inutit ( INTU ) -8.3% More on NASDAQ Composite Index Why 6% 10-Year Treasury Rate Is Possible In 2026 And What To Do Japan Rate Decision And Its Butterfly Effects On S&P 500 Bond Volatility Is So Low, It's Concerning Nasdaq dives -2% as big tech earnings fail to lift sentiments, gold tops $5,500 Stock market opens mixed as Microsoft results weigh on sentiments

Tracking the S&P SmallCap 600 Growth Index, IJT provides diversified exposure to U.S. small-cap growth equities through a passive strategy. On January 28, TBH Global Asset Management disclosed a buy of 113,339 shares of the iShares S&P Small-Cap 600 Growth ETF (IJT 0.74%), with an estimated transaction value of $16.04 million based on quarterly average pricing. What happened According to a Securities and Exchange Commission (SEC) filing dated January 28, TBH Global Asset Management increased its position in the iShares S&P Small-Cap 600 Growth ETF (IJT 0.74%) by 113,339 shares. The estimated value of the buy, based on the quarter’s average share price, was $16.04 million. The fund’s quarter-end stake was valued at $11.18 million, a net position change of $10.62 million that includes both trading activity and price movement. What else to know Post-buy, IJT represents 1.87% of TBH Global’s 13F reportable AUM. Top five holdings after the filing: NASDAQ: AAPL: $66.16 million (11.0% of AUM) NASDAQ: GOOGL: $35.64 million (5.9% of AUM) NYSEMKT: IVW: $27.71 million (4.6% of AUM) NYSEMKT: JMUB: $23.67 million (3.9% of AUM) NYSE: BRK-B: $19.44 million (3.2% of AUM) As of January 28, shares of IJT were priced at $148.74. ETF overview Metric Value AUM $6.29 billion Price (as of January 28) $148.74 Dividend yield 0.9% 1-year total return 7.01% ETF snapshot IJT seeks to track the performance of the S&P SmallCap 600 Growth Index, providing exposure to U.S. small-cap growth equities through a rules-based, passively managed strategy. The fund holds a diversified portfolio of small-cap growth stocks, with at least 80% of assets invested in index constituents and the remainder in cash equivalents or derivatives for efficient portfolio management. It operates as an open-ended ETF structure with a competitive expense ratio, targeting institutional and individual investors seeking long-term capital appreciation from the small-cap growth segment. The iShares S&P Small-Cap 600 Growth ETF (...

John Mitchell will continue as Red Roses head coach through to the next Women's Rugby World Cup in 2029. Mitchell led England's women to their first World Cup win in 11 years with victory on home soil in 2025. "I am pleased to extend my time with the Red Roses," he said. "This extension provides continuity across a World Cup cycle and enables the programme to operate with a clear, long-term vision. "The past three years have been both challenging and rewarding, delivering success at the highest level... and a culture that wins. "This emerging group has the opportunity to continue leading our game globally." In addition, having announced her playing retirement last year, England's record points-scorer Emily Scarratt joins the coaching set-up as "lead attack and backs coach". Former England attack coach Lou Meadows will be leaving. The addition of Scarratt will likely be popular with the England players, but Scarratt has not been given the job permanently yet. The England announcement said Mitchell will be "head of attack" in the 2026 Six Nations, indicating this is a trial period for Scarratt, who will also continue with her role as assistant coach at PWR side Loughborough Lightening. Scarratt is one of the most high-profile and respected figures in the women's rugby world and since her retirement has continued to work for broadcaster TNT, as well as on her "The Good, the Scaz and the Rugby" podcast.