This article first appeared on GuruFocus. Microsoft (MSFT, Financials) posted another strong quarter, but Wall Street wasn't impressed. The company's fiscal second quarter results came in above expectations, yet its stock dropped 5% in after hours trading as investors fixated on a slight slowdown in cloud growth. Tech giant topped experts' $3.91 forecast with $4.14 adjusted EPS for the quarter ended Dec. 31. Cloud demand increased revenue 17% to $81.27 billion. Azure and Microsoft Intelligent Cloud made $32.91 billion. Azure grew 39% year-over-year, down from 40% the prior quarter. Despite aiming for 37% growth, the company outperformed. The company's $51.5 billion cloud revenues show its supremacy in corporate software and AI. Productivity and Business Processes sales reached $34.12 billion thanks to double-digit Microsoft 365 and LinkedIn growth. Xbox, Windows, and Activision Blizzard made $14.25 billion, just below of expectations. Microsoft CEO Satya Nadella claimed the company is pushing the frontier across our entire AI stack and building a business larger than some of our biggest franchises. However, market reaction was modest. Some analysts claimed markets were responding more to the tiny Azure slowdown than the report's strength. If the minor drop in Azure is the reason, then in my view, it is certainly an overreaction, said analyst Vinay Utham. Microsoft's next-quarter conference call guidance will focus on AI and cloud growth.

This article first appeared on GuruFocus. Microsoft (MSFT, Financials) posted another strong quarter, but Wall Street wasn't impressed. The company's fiscal second quarter results came in above expectations, yet its stock dropped 5% in after hours trading as investors fixated on a slight slowdown in cloud growth. Tech giant topped experts' $3.91 forecast with $4.14 adjusted EPS for the quarter ended Dec. 31. Cloud demand increased revenue 17% to $81.27 billion. Azure and Microsoft Intelligent Cloud made $32.91 billion. Azure grew 39% year-over-year, down from 40% the prior quarter. Despite aiming for 37% growth, the company outperformed. The company's $51.5 billion cloud revenues show its supremacy in corporate software and AI. Productivity and Business Processes sales reached $34.12 billion thanks to double-digit Microsoft 365 and LinkedIn growth. Xbox, Windows, and Activision Blizzard made $14.25 billion, just below of expectations. Microsoft CEO Satya Nadella claimed the company is pushing the frontier across our entire AI stack and building a business larger than some of our biggest franchises. However, market reaction was modest. Some analysts claimed markets were responding more to the tiny Azure slowdown than the report's strength. If the minor drop in Azure is the reason, then in my view, it is certainly an overreaction, said analyst Vinay Utham. Microsoft's next-quarter conference call guidance will focus on AI and cloud growth.

Image source: The Motley Fool. Thursday, January 29, 2026 at 10:00 a.m. ET Call participants Chair and Chief Executive Officer — Annmarie Gayle Interim Chief Financial Officer — Gayle Jardine President of Technology and Director — Blair Cunningham Investor Relations — Dylan King Takeaways Total Revenue -- $26.6 million, a 30.7% increase, with $6.3 million growth attributed to contributions from all three business segments. -- $26.6 million, a 30.7% increase, with $6.3 million growth attributed to contributions from all three business segments. Marine Technology Revenue -- $13.2 million, up 3.2%, with 71.9% from Echoscope and 28.1% from DAVD products. -- $13.2 million, up 3.2%, with 71.9% from Echoscope and 28.1% from DAVD products. Hardware Sales Growth -- 30.5% increase to $9.5 million, driven primarily by the marine technology segment. -- 30.5% increase to $9.5 million, driven primarily by the marine technology segment. Acoustic Sensors and Materials Business -- Added $5.4 million revenue and 20.4% of total net revenue, with a 58.6% gross margin since its October 2024 acquisition. -- Added $5.4 million revenue and 20.4% of total net revenue, with a 58.6% gross margin since its October 2024 acquisition. Defense Engineering Revenue -- $7.9 million, a 5.6% increase, aided by longstanding contracts and partially impacted by delays from the US government shutdown and continuing resolutions. -- $7.9 million, a 5.6% increase, aided by longstanding contracts and partially impacted by delays from the US government shutdown and continuing resolutions. Gross Profit -- $17.7 million, up from $14.2 million; consolidated gross margin declined to 66.5% from 69.8% due to lower-margin product mix and the new business unit. -- $17.7 million, up from $14.2 million; consolidated gross margin declined to 66.5% from 69.8% due to lower-margin product mix and the new business unit. Marine Technology Gross Margin -- Dropped to 74.5% from 77.9%, mainly from a 36.6% decrease in higher-margi...

Investors pulled around 15.4% of net assets from one of Blue Owl Capital Inc. ’s tech-focused funds, following the vehicle’s decision to dramatically increase the amount investors could withdraw earlier this month. The firm allowed investors in Blue Owl Technology Income Corp. , a business development company, to withdraw shares equal to about $527 million of the non-traded fund’s net assets, according to a regulatory filing . Prior to the amendment, the fund limited redemptions at about 5%. The sharp pullback is among the clearest signs yet of growing unease around private credit, a booming asset class now under pressure from a combination of high-profile losses, lower return expectations and increased scrutiny from regulators and policymakers. BDCs, which pool private credit loans, have been hit particularly hard. “In the fourth quarter of 2025, the BDC industry saw a notable rise in tender activity, a dynamic we have long recognized as characteristic of periods of heightened market volatility,” Blue Owl said in an investor letter alongside the filing. A portion of the redemptions came from withdrawal requests from wealthy individuals in Asia, which account for a significant portion of the investor base of the fund — known as OTIC — Bloomberg has previously reported. Read more: Blue Owl BDC Allows 17% Redemptions as Investors Storm Exit “We have honored all tender requests ever made in OTIC and, with our focus always on our serving investors, we elected to increase the amount available this quarter to continue to do so,” a spokesperson said in a separate statement. “Performance for OTIC remains strong.” The redemption requests elevated net leverage to 1.05 times debt-to-equity. After cashing investors out, the fund had around $1.4 billion in liquidity available including cash, debt and broadly syndicated loans, according to the letter. Last year, OTIC’s Class I shares delivered a 9% return, bringing annualized inception-to-date returns to 10.8%, the firm said. Red...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Nokia Oyj (HLSE:NOKIA) announced a partnership with Nvidia involving a US$1b investment. The collaboration is aimed at accelerating AI driven network solutions for 5G, 6G, and edge computing. Nokia is also undertaking a wide reorganization to focus more on Network Infrastructure and Mobile Infrastructure. Nokia sits at the center of global telecom equipment and network infrastructure, supplying gear that powers mobile networks and data traffic. With AI workloads pushing operators to upgrade capacity and rethink network design, vendors that can pair connectivity hardware with AI capable platforms are getting more attention from carriers and cloud players. For you as an investor, the Nvidia tie up and internal restructuring frame how Nokia may position itself in 5G, future 6G development, and AI enabled edge devices. The key questions from here are how efficiently Nokia executes on this reorganization and how quickly the Nvidia collaboration translates into commercially adopted products and services. Stay updated on the most important news stories for Nokia Oyj by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Nokia Oyj. HLSE:NOKIA Earnings & Revenue Growth as at Jan 2026 How Nokia Oyj stacks up against its biggest competitors The Nvidia partnership and €1b capital injection position Nokia to tie its radio access and transport gear more tightly to AI-centric computing, which directly targets spending from carriers and cloud providers that are reshaping their networks for data-center and edge workloads. By reorganizing into Network Infrastructure and Mobile Infrastructure, Nokia is lining up its structure with where budgets are flowing, and it gives the company a clearer story as it competes with Ericsson and Cisco for AI-ready network c...

This article first appeared on GuruFocus. Reporting from the Information suggests Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) are in discussions to participate in a major new OpenAI funding round that could total as much as $100 billion, with up to $60 billion potentially coming from the three companies combined. Nvidia, already a backer, is said to be discussing an investment of up to $30 billion, while Microsoft's contribution is described as less than $10 billion. Amazon, which would be a new investor, could commit more than $10 billion and possibly over $20 billion, according to people familiar with the talks. The scale of the proposed raise could help ease investor concerns around OpenAI's cash burn while reinforcing the intensity of capital flows into generative AI. At the same time, the talks come amid growing debate on Wall Street about whether parts of the AI investment cycle are showing bubble-like characteristics, particularly where strategic investors are also major customers. The Information reported that the planned round would be incremental to a separate $30 billion commitment that SoftBank Group is planning, further expanding the amount of capital potentially backing OpenAI. Amazon's potential investment is described as being linked to broader commercial negotiations between the two companies. OpenAI is said to be in early discussions to raise at least $10 billion from Amazon while using its chips, a move that could support Amazon's efforts to broaden its AI footprint and compete with Nvidia. The companies have also announced an agreement under which Amazon will provide OpenAI with $38 billion of cloud computing capacity over seven years. Separately, OpenAI Chief Executive Officer Sam Altman has been meeting investors in the Middle East regarding another funding effort that could total at least $50 billion, with discussions pointing to a valuation range of about $750 billion to $830 billion, though the talks remain early a...

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. JD.com (NasdaqGS:JD) has announced JD Museum, a flagship art and technology institution. The museum is planned for the company’s new Shenzhen headquarters as part of a broader cultural push. The initiative is positioned to link contemporary arts, urban culture, and JD.com’s technology platform. JD.com, best known for its ecommerce marketplace and logistics network in China, is adding a cultural pillar alongside its core operations with JD Museum. For investors, this sits at the intersection of brand building, consumer engagement, and the use of physical spaces to extend an online business into offline experiences. It also arrives as large internet platforms explore new ways to connect with users beyond transactions. Looking ahead, you can watch how JD.com integrates JD Museum into its broader ecosystem, including content and memberships as well as partnerships with artists, cities, and institutions. The scale of programming, visitor traffic, and any linkages to JD.com’s app or loyalty programs may offer indications of how central this cultural push becomes to the company’s long-term positioning. Stay updated on the most important news stories for JD.com by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on JD.com. NasdaqGS:JD Earnings & Revenue Growth as at Jan 2026 How JD.com stacks up against its biggest competitors JD Museum looks like an attempt to push JD.com further into culture-led branding, putting it closer to how Alibaba and Tencent use entertainment and content to keep users inside their ecosystems. For you as an investor, the interesting angle is how this institution could be tied into JD.com’s app, memberships, offline retail, and logistics footprint to create higher engagement and more reasons for consumers and partners to stay within JD.com’s network. How this fits the JD.co...

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Baidu launched a fully autonomous commercial ride-hailing service on Yas Island in Abu Dhabi, expanding its Apollo Go operations outside China. The company created a new Personal Super Intelligence Business Group, bringing together consumer services such as Wenku and Wangpan under an AI-focused umbrella. Both moves point to Baidu pushing harder into autonomous mobility and consumer-facing AI products. Baidu, traded as NasdaqGS:BIDU, is drawing fresh attention as it rolls out self-driving taxis in Abu Dhabi and reorganizes parts of its consumer business around AI. The stock closed at $157.67, with a 30 day return of 24.3% and a 1 year return of 76.0%, while the 5 year return stands at a 37.3% decline. These mixed longer term and shorter term results give investors several different time frames to consider when they evaluate how new projects might fit into their view of the company. The commercial launch of Apollo Go in Abu Dhabi and the AI centric business group indicate that Baidu is placing more focus on products that could tie AI directly to consumer usage. For investors, a central question is how effectively these initiatives can translate into durable user engagement and future revenue streams, and how they might influence sentiment around NasdaqGS:BIDU over time. Stay updated on the most important news stories for Baidu by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Baidu. NasdaqGS:BIDU Earnings & Revenue Growth as at Jan 2026 How Baidu stacks up against its biggest competitors Quick Assessment ⚖️ Price vs Analyst Target : At US$157.67, Baidu trades about 9% below the US$173.75 analyst price target range midpoint. ❌ Simply Wall St Valuation : The shares are assessed as overvalued, trading 54.4% above estimated fair value. ✅ Recent Momentum: The 30 day return of 24.3% signals strong short t...

This article first appeared on GuruFocus. Blackstone (NYSE:BX) is weighing whether to lean further into the financing of an Oracle (NYSE:ORCL) data-center project in Michigan, even as market volatility has made some investors more cautious. People familiar with the talks say the alternative asset manager, already in discussions to provide equity, is also considering a debt investment to support the project's capital stack. Bank of America is leading efforts to raise debt for the Saline Township site, with an initial $14 billion target, as the financing process moves toward closing. Scrutiny around the project has increased since Oracle confirmed last month that Blue Owl Capital, a partner in some of its other AI infrastructure efforts, would not contribute equity to this development. Oracle's shares have fallen in recent months and the cost to insure its debt against default has climbed, factors that have led some potential backers to question whether the original terms can hold amid unsettled markets. Still, spokespeople for Oracle, Bank of America and Related Digital said the financing is progressing as planned, while Blackstone declined to comment. Oracle is not the borrower on the Michigan project, instead providing a long-term lease that is designed to generate predictable cash flow for lenders. The company is using an off-balance-sheet structure similar to arrangements it has used in Wisconsin, Texas and New Mexico, and it has committed $248 billion to data-center leases that have yet to commence. For Blackstone, the discussions align with a broader push into AI-driven infrastructure, building on its ownership of QTS Realty Trust and partnerships with Digital Realty Trust, alongside investments in utilities and other assets that could be critical to large-scale data-center operations.

Software stocks sent the Nasdaq Composite tumbling on Thursday. The tech-heavy index dropped 2.5%. The S&P 500 was down 1.5%, even though a majority of stocks in the index were positive. The Dow fell 340 points, or 0.

This article first appeared on GuruFocus. Amazon.com Inc. (NASDAQ:AMZN) has moved into a more influential position in the Chapter 11 restructuring of Saks Global Enterprises, joining luxury groups including LVMH (LVMHF) and Chanel Ltd. on the official unsecured creditors' committee. According to a court filing, the 10-member panel also includes a labor union representing Saks store employees, Ermenegildo Zegna, Kering Americas, and Brookfield Properties Retail. The committee structure gives major vendors, landlords, and partners a formal role in the case, potentially shaping how Saks navigates its restructuring process. The financial exposure among luxury suppliers remains substantial. Bankruptcy petitions show Saks owes Chanel about $136 million, Kering nearly $60 million, and LVMH roughly $26 million. Amazon's role is more complex, following its $475 million preferred equity investment tied to a broader transaction that helped fund Saks' acquisition of Neiman Marcus. The e-commerce group has challenged Saks' Chapter 11 financing, alleging the retailer missed budget targets and burned through hundreds of millions of dollars over the past year, a dispute that could influence negotiations around funding and oversight. Saks has acknowledged in court papers that delayed payments have strained relationships with brands and may have limited access to seasonal inventory as suppliers became more reluctant to ship goods. The company has argued that Chapter 11 protection could help stabilize those relationships by providing access to new capital, saying it expects to draw on $1.75 billion in bankruptcy financing to strengthen ties with key brands. The case is proceeding in the US Bankruptcy Court for the Southern District of Texas, with the creditors' committee positioned to play a central role as the process unfolds.

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Is OpenAI suddenly toxic? The market is sensing that ChatGPT is going to lose the generative AI race because they can't keep up with the spending of Google and others. Plus they don't have the data and integration of their megacap competitors. Microsoft posted a 24% rise in y/y earnings today but shares are down 11.5%. That makes today the 9th worst day ever for Microsoft stock by by far the largest single-day drop in market cap. In fact, this is the second-largest single day market cap destruction after the Jan 28, 2025 decline in NVDA. Here is the chart of the worst ever days for market cap wipeouts. It doesn't include MSFT stock today but it's down around $400 billion. The company has bet big on OpenAI and the market is questioning the wisdom of that, with new disclosures revealing that OpenAI accounts for 45% of Microsoft's total long-term backlog. This unusually high concentration has raised concerns about Microsoft's exposure to a single partner, especially amidst questions about OpenAI's future funding needs. In the core business, Azure revenue grew by 38–39% (beating guidance slightly) but decelerated compared to the previous quarter (40%) and barely surpassed the high expectations built into the stock price. Analysts at Evercore noted that investors are now demanding "clearer evidence" that the elevated spending is translating into faster growth, which wasn't sufficiently visible in this report. The primary driver of the negative sentiment is the 66% year-over-year jump in capital spending, which hit a record $37.5 billion for the quarter. Investors are spooked by the sheer scale of the spending on AI infrastructure without seeing a proportional acceleration in immediate revenue. The market may also question whether MSFT can execute after the terrible co-pilot rollout. Overall, this isn't a great sign of market sentiment and the AI trade and you can see that in a 2.4% decline in the Nasdaq.

Image source: The Motley Fool. Thursday, January 29, 2026 at 10:00 a.m. ET Call participants Chairman and Chief Executive Officer — Tony Thene Senior Vice President and Chief Financial Officer — Timothy Lain Director, Investor Relations & Corporate Communications — John Huyette Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Record operating income -- Operating income reached $155.2 million, marking a 31% increase and establishing a new all-time quarterly high. -- Operating income reached $155.2 million, marking a 31% increase and establishing a new all-time quarterly high. Segment margin expansion -- The Specialty Alloys Operations (SAO) segment posted an adjusted operating margin of 33.1%, increasing from 28.3% a year prior and 32% in the preceding quarter. -- The Specialty Alloys Operations (SAO) segment posted an adjusted operating margin of 33.1%, increasing from 28.3% a year prior and 32% in the preceding quarter. SAO operating income -- SAO operating income was $174.6 million, up 29%, surpassing its previous record, aided by continued margin increases. -- SAO operating income was $174.6 million, up 29%, surpassing its previous record, aided by continued margin increases. Sales performance -- Total sales, excluding surcharge, grew 8% on a 5% volume increase; sequentially, sales fell 2% with volume up 4% due to expected calendar factors. -- Total sales, excluding surcharge, grew 8% on a 5% volume increase; sequentially, sales fell 2% with volume up 4% due to expected calendar factors. Aerospace and defense bookings -- Bookings for the aerospace and defense end-use market increased 8% from the previous quarter, with commercial aerospace bookings up 23% sequentially. -- Bookings for the aerospace and defense end-use market increased 8% from the previous quarter, with commercial aerospace bookings up 23% sequentially. Strong order intake for aerospace engines -- Order intake for aerospace engine materials grew 30% sequentially. -- Order ...

It's the seventh-worst day in MSFT stock history investingLive

This article first appeared on GuruFocus. Tesla Inc. (NASDAQ:TSLA) is signaling a decisive strategic turn as it lines up roughly $20 billion in capital spending this year, a figure that management disclosed alongside fourth-quarter results and that came in at about twice what the market had been anticipating. Management framed the investment push as a way to streamline the vehicle lineup while redirecting capital toward robotics, artificial intelligence and driverless technology, with funding earmarked for factory expansions, AI infrastructure and the gradual build-out of its robotaxi operations. As part of that reallocation, the company said it plans to discontinue the Model S and Model X and repurpose that manufacturing capacity to produce its Optimus humanoid robots, reflecting a sharper focus on longer-dated technology bets rather than low-volume legacy models. The strategic overhaul also includes a new $2 billion investment agreement with Musk's xAI startup, completed through preferred shares as part of xAI's latest funding round, alongside a broader framework agreement intended to deepen collaboration on AI products that can be deployed in the physical world. Tesla and xAI already have operational ties, including Megapack energy storage sales and the integration of xAI's Grok chatbot into some Tesla vehicles, and xAI has indicated to investors that its AI systems could eventually support humanoid robots like Optimus. On the earnings call, Elon Musk emphasized that the company is making very, very big investments, while some market observers suggested the xAI deal could resonate with investors focused on robotaxis, robotics and energy, even as those businesses remain early-stage and uncertain. From a financial standpoint, the quarter delivered a modest profit surprise alongside continued pressure on the core auto business. Adjusted earnings per share were reported at 50 cents, slightly above consensus estimates, ending a stretch of weaker-than-expected results,...

法国能源巨头 道达尔 能源于本周四宣布，重启其在莫桑比克北部的 200 亿美元天然气项目。该项目曾因当地 2021 年爆发的叛乱活动被迫叫停，此次叛乱造成数千人丧生，超 100 万人流离失所。 这一液化天然气项目被视作非洲规模最大的能源投资项目之一，外界预计其将为莫桑比克这个非洲东南沿海、拥有 3400 万人口的经济困难国家带来经济增长。 道达尔能源首席执行官帕特里克・普亚内宣布项目 “全面重启”，并表示公司预计 2029 年实现首批天然气交付，同时承诺 “未来数月将大幅推进项目建设进度”。 在天然气资源丰富的德尔加杜角省阿丰吉项目现场，普亚内在莫桑比克总统丹尼尔・沙波出席的活动中表示：“不可抗力状态已正式结束。” 2021 年 4 月，当地反政府武装势力坐大，袭击事件在德尔加杜角省多地蔓延，项目现场周边社区的局势陷入动荡，道达尔能源随即冻结了该项目的所有运营工作。 为平息叛乱，莫桑比克当时邀请了南部非洲发展共同体（南共体）及卢旺达的军队进驻平叛。2024 年，南共体部队因授权到期撤离，卢旺达军队则继续驻守当地。此后，当地武装冲突虽有所减少，但零星交火仍时有发生。 丹尼尔・沙波在 2024 年大选中胜出，其竞选纲领的核心为推动经济复苏、改善国家安全局势。他表示，该项目的重启将有助于扭转外界的固有印象 ——“提起德尔加杜角省，就只想到恐怖主义”。 他说：“如今人们谈起德尔加杜角省，第一反应就是恐怖主义。而我们必须向世界、向本国、向地区乃至整个非洲证明，在德尔加杜角省的阿丰吉，项目建设工作已切实恢复。” 沙波称，项目重启是 “莫桑比克推进资源开发、发展经济、创造就业战略中的关键一步”，也是 “国家恢复经济增长、重拾未来信心的重要里程碑”。 他透露，该项目将为莫桑比克政府带来数十亿美元的财政收入。目前，莫桑比克政府与印度、日本、泰国的投资者一同持有该项目的少数股权。 普亚内表示，该项目将为当地带来 “就业机会与发展繁荣”，并助力实现长期和平。他补充道，项目将创造超 4000 个工作岗位，其中 80% 面向莫桑比克本国人，包括一批接受了木工、电工等技能培训的青年。 此外，普亚内还承诺为莫桑比克提供援助。据联合国相关机构统计，本月初的特大洪水在莫桑比克及其邻国南非、津巴布韦造成约 300 人遇难，灾情惨重。 责任编辑：郭明煜

Vipshop Holdings is a major Chinese e-commerce retailer specializing in branded discount sales for value-focused consumers. On January 29, Polaris Capital Management disclosed in a U.S. Securities and Exchange Commission filing that it sold out its entire Vipshop Holdings Limited (VIPS 1.61%) position, reducing its stake by 5.07 million shares in an estimated $99.54 million trade based on quarterly average pricing. Vipshop Holdings Limited is a major Chinese e-commerce retailer specializing in branded discount sales for value-focused consumers. What happened According to a filing with the U.S. Securities and Exchange Commission dated January 29, Polaris Capital Management sold its entire stake in Vipshop Holdings Limited (VIPS 1.61%), a reduction of 5.07 million shares. The estimated transaction value was $99.54 million, calculated using the average share price for the quarter. What else to know Polaris’ Vipshop stake previously represented 6.5% of fund AUM in the prior quarter. Top holdings after the filing: NASDAQ:BPOP: $84.96 million (7.1% of AUM) NASDAQ:JAZZ: $73.52 million (6.1% of AUM) NASDAQ:LIN: $57.09 million (4.7% of AUM) NYSE:SW: $55.98 million (4.6% of AUM) NASDAQ:UTHR: $50.50 million (4.2% of AUM) As of January 28, Vipshop shares were priced at $17.67, up 23.7% over the past year and outperforming the S&P 500 by 8.74 percentage points. Meanwhile, the fund’s overall reportable AUM stood at $1.21 billion across 89 positions as of December 31. Company overview Metric Value Price (as of 1/28/26) $17.67 Market Capitalization $8.91 billion Revenue (TTM) $15.35 billion Net Income (TTM) $1.02 billion Company snapshot VIPS offers a wide range of products including apparel, cosmetics, shoes, bags, home furnishings, electronics, and food through online platforms such as vip.com and vipshop.com. The company operates a direct-to-consumer e-commerce model, generating revenue primarily from merchandise sales and value-added services such as warehousing, logistics, and...

A blockbuster SpaceX IPO could create another trillion-dollar Musk company—while raising questions for Tesla investors and telecom firms.

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）