Eurofins Scientific press release ( ERFSF ): FY GAAP EPS of € 2.31. Revenue of € 7.29B. More on Eurofins Scientific Eurofins Scientific SE 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Eurofins Scientific Historical earnings data for Eurofins Scientific Dividend scorecard for Eurofins Scientific Financial information for Eurofins Scientific

SOCAM Market Demand Rises with Qualcomm and AMD Entry Impacting Global DRAM Supply Chain The market for Small Area Memory (SOCAM), increasingly referred to as the "second High Bandwidth Memory (HBM)," is widening. The SOCAM modules which NVIDIA introduced as their first product are now being evaluated by Qualcomm and AMD, who will use them in their new AI server chips. The growing demand for SOCAM technology has created challenges for manufacturers who need to handle reduced availability of LPDDR DRAM, which serves as the primary material for SOCAM production. New Players Entering the SOCAM Space Qualcomm is currently examining its supply chain to implement SOCAM as part of its AI server semiconductor development according to industry sources. Qualcomm, which specializes in smartphone application processors, plans to enter the AI server market with its upcoming AI200 and AI250 chips to compete against NVIDIA within the next two years. AMD operates in the AI GPU market as a leading company which has shared prototype memory products with Samsung Electronics and other memory manufacturers to test their new SOCAM technology. Understanding SOCAM Technology NVIDIA developed SOCAM as a dedicated DRAM module format which serves its GPU server systems. SOCAM stores DRAM components through its module design, which assembles four DRAM chips into a separate unit instead of using the conventional onboard DRAM installation method that requires direct soldering to the server motherboard. The DRAM module base construction, which introduces additional data routing paths, results in enhanced data transmission speeds for the system. The module design allows for easy part replacement which enables sustained server functionality throughout its extended operational timeframe. NVIDIA is now implementing its second-generation SOCAM (SOCAM 2) system for use with its Vera server CPU products. Design Variations and Standardization Challenges The original SOCAM design from NVIDIA uses a rectan...

Technology stock selling accelerated around 10 a.m. ET. The Nasdaq Composite sank 1.6%. The S&P 500 fell 0.8%. The Dow dropped 80 points, or 0.2%. A majority of stocks in the S&P 500 were on the rise, but the index’s tech sector was down 3%.

核心要点 2021 年 1 月 游戏驿站 及迷因股的投资热潮掀起一场革命，首次让大量个人投资者涌入股市。 专家表示，这一现象的部分诱因是年轻投资者群体的财务困境，他们感觉自己在经济发展中被甩在身后。 五年后的如今，专家称这种焦虑情绪仍可能持续推高股市的投机性买入行为。 2024 年 5 月 15 日，美国纽约市纽约证券交易所交易大厅内，一名交易员正在工作，身后屏幕显示着游戏驿站的交易信息。 专家指出，五年前游戏驿站的股价狂热及其催生的个人交易革命，部分源于年轻投资者的财务困境。这一代人间的不安情绪一直延续至今，还可能对个人投资者和整个股市产生长期影响。 2021 年 1 月，作为实体视频游戏零售商的游戏驿站，其股价被个人投资者推高逾 1600%。当时，社交平台红迪网的 “华尔街赌注” 论坛上，业余交易者相互鼓动买入这只处境不佳的股票，还借助新兴的数字投资平台完成交易操作。 芝加哥期权交易所全球市场公司（证券交易所）零售业务拓展及另类投资产品主管杰伊・杰・基纳汉表示，正是在这场游戏驿站投资热潮中，大批二三十岁的年轻人首次参与到股票交易中。 他说：“说实话，这是股市个人交易领域有史以来发生的最重大事件。” 基纳汉回忆，就在两三年前，金融机构普遍面临一个问题：该如何吸引年轻人参与投资？ “我们从未想过，他们会一下子集体涌入股市。” 游戏驿站时代的个人投资者增长 此前，股票投资基本是资产管理公司、养老基金等大型机构的专属领域，游戏驿站及迷因股的投资热潮则改变了这一格局。 专家称，尽管零佣金交易的普及、新冠疫情期间人们居家时间大幅增加等因素，也助力吸引了大批新的个人投资者入市，但游戏驿站带来的影响毋庸置疑。 2021 年发布的一项学术研究显示，在交易过游戏驿站股票的投资者中，约 4.5% 的人在 2021 年 1 月 13 日（游戏驿站股价狂热开启之日）及之后开通了券商账户，可见这一事件为股市吸引了 “为数不少” 的新投资者。这些投资者普遍更年轻 —— 平均年龄约 30 岁出头，而非游戏驿站交易者的平均年龄为 36 岁，且投资经验也相对欠缺。 该研究由蒂姆・哈索、丹尼尔・米勒、马蒂亚斯・佩尔斯特和桑佳・瓦库拉特等金融研究者完成，研究数据来自某未具名的零售券商。 宾夕法尼亚大学商法教授吉尔・菲施在另一篇论文中称，2021 年 1 月的游戏驿站股价狂热，“或许是个人投资者重新参与...

Meta Platforms（META）周四早盘上涨逾8%。该公司报告第四季度业绩超预期，并将2026年资本支出指引定为1150-1350亿美元以投资基础设施和新型“智能体”AI产品。该公司CEO马克·扎克伯格表示，近期将推出可能提升其旗下应用AI驱动商业功能的产品。 责任编辑：张俊 SF065

其经验或将重塑中国城市群的发展逻辑。 2025年，深圳市南山区GDP预计突破万亿元，成为中国首个经济总量过万亿的地市辖区；地均GDP达54亿元/平方公里，人均GDP超过54万元，两项指标均位居全国前列。 这一成就不仅标志着南山自身发展的飞跃，更折射出粤港澳大湾区在国家战略中的示范意义。 从大湾区建设的全局视角看，南山区的成功实践为区域协同发展提供了创新样本、产业引擎和开放窗口，其经验或将重塑中国城市群的发展逻辑。 从“蛇口试管”到“万亿南山” 2025年是南山建区35周年。从建区时GDP仅78亿元，到2005年突破千亿元，再到如今登顶万亿城区，南山的经济发展画出了一条昂扬向上的曲线。回头来看，35年来，南山主要做到了三件事。 一是把有限空间变成无限场景。南山陆域面积仅185平方公里，约为深圳的1/10，却贡献了全市1/4的GDP、1/3的专利、2/5的上市公司。破解空间瓶颈，南山靠的是“垂直城市+地下空间+海洋经济”立体开发：后海超级总部基地平均容积率6.0以上，地下商业体量超过200万平方米；同时依托43.7公里黄金海岸线、汇聚60个市级以上海洋创新载体，实现海洋产业增加值占全市的八成左右。 二是把科技投入变成产业爆发。2025年南山研发投入强度达7.87%，是全国平均水平的2.9倍；每万人发明专利拥有量860件，为全国平均的22.9倍；PCT国际专利累计2.5万件，占全国1/14。截至2025年底，南山区拥有超过63.7万个市场主体，其中高新技术企业6037家，国家级制造业单项冠军36家，专精特新“小巨人”394家，独角兽企业28家。此外，上市公司数量达218家，密度全国第一。 三是把区位优势变成制度优势。南山隔深圳湾与香港元朗区咫尺相望，西南经珠江口联通澳门、珠海，南山主要利用了与香港相邻的优势。大湾区建设启动后，南山率先落地“港资港法港仲裁”试点，引进香港高校、香港资本、香港标准，共建“河套—西丽湖”国际科教走廊；同时依托前海深港现代服务业合作区，探索跨境数据流动、跨境投融资、跨境执业资格互认。深港“同城化”在南山率先从口号变成现实。 可以给大湾区带来什么 成为万亿级地市辖区之后，南山可以为大湾区带来什么？在记者采访的多方专家看来，南山至少可以在五个方面对大湾区产生价值。 提供“新质生产力”核心引擎。2025年大湾区经济总量预计突破15万亿元，在庞大体量之上...

Despite an estimated outlay of $6bn since 2022, LIV appears to be far away from establishing itself in the the manner of PIF projects in other sports In one sense, it is difficult to detect anything warm and cuddly in all of this. Elite golfers, who were already obscenely rich, take the bounty on offer from a Saudi Arabian-backed disruption model before shuffling back whence they came – essentially for a trivial penalty – when the novelty wears off. This is hardly sport at its purest. Instead, an admission by Brooks Koepka and Patrick Reed that they blundered in believing the fairways were greener on the LIV side. The PGA Tour, desperate to portray themselves as the big boys in the playground, welcome one-time pariahs back with open arms. Other golfers who spurned LIV’s fluttering eyelashes scratch their heads, wondering why they bothered. There is, however, an underlying and endearing point. All the petroleum pounds in the world are no substitute for legacy. Trying to match the achievements of Arnold Palmer, Tiger Woods and Rory McIlroy carries significance. LIV golf has no relevance beyond its own domain. Saudi Arabia has made inroads into various sports but, in golf, the kingdom is unquestionably doomed. LIV is on the road towards oblivion, far earlier than most had anticipated. Only those who will gain financially from its continuation can try to spin an alternative story. Continue reading...

STOCKS The epic metals rally broke new ground Thursday, while stock investors dug into blockbuster tech earnings. Gold prices neared $5,600 an ounce for the first time, and silver futures also hit record highs.

当地时间1月29日，巴基斯坦总理夏巴兹在社交媒体平台X发布消息称，其与伊朗总统佩泽希齐扬当日就地区局势发展及双边关系交换了意见。夏巴兹在通话中强调，持续开展对话与外交接触对于推动地区和平、安全与发展具有重要意义。双方表示，将通过双边机制保持定期高层互动与磋商，并进一步拓展和深化各领域合作。（央视新闻）

Oracle Corp. shares have fallen more than 50% from last year’s all-time high as investors concerned about the artificial intelligence trade and the company’s links to OpenAI flee the stock. The stock’s decline has erased about $463 billion in market value from a record hit on Sept. 10 after the company reported an impressive outlook for its cloud business that pointed to soaring demand for AI. The rally brought Oracle’s valuation to more than $933 billion, making it the 10th most valuable publicly-listed US company at the time. The swift decline in Oracle shares has been amplified by growing investor concern over AI as the biggest technology companies continue to pledge billions of dollars in capital expenditures to build out data centers, in some cases without a clear return on investment. Added to the mix are circular deals between OpenAI, a private company that’s not profitable, and companies such as Oracle and Nvidia. Oracle has also raised tens of billions of dollars of bonds recently through note sales in its name and indirectly through projects it’s backing. “There’s some assumptions built in here about what OpenAI is going to spend and where are they getting that money and, you know, is this really going to happen,” said Eric Diton , president and managing director of Wealth Alliance, an investment advisory firm. “Maybe Oracle stock got way ahead of fundamentals and now the market’s saying, alright, show me, I wanna see it.” Read More: Oracle’s $300 Billion AI Bet Has Fast Become a Bubble Barometer Oracle’s December earnings report kicked off the most recent leg lower, as the company said it ramped up spending on AI data centers, feeding concerns about how long it will take for the expenditures to pay off. A measure of Oracle’s credit risk jumped to its highest level since 2009 following the report. Shares have also been weighed down by news that Blue Owl Capital , which has helped finance data center projects for Oracle and Meta Platforms Inc , is not inclu...

Bloomberg Oracle Corp. shares have fallen more than 50% from last year’s all-time high as investors concerned about the artificial intelligence trade and the company’s links to OpenAI flee the stock. The stock’s decline has erased about $463 billion in market value from a record hit on Sept. 10 after the company reported an impressive outlook for its cloud business that pointed to soaring demand for AI. The rally brought Oracle’s valuation to more than $933 billion, making it the 10th most valuable publicly-listed US company at the time. Most Read from Bloomberg The swift decline in Oracle shares has been amplified by growing investor concern over AI as the biggest technology companies continue to pledge billions of dollars in capital expenditures to build out data centers, in some cases without a clear return on investment. Added to the mix are circular deals between OpenAI, a private company that’s not profitable, and companies such as Oracle and Nvidia. Oracle has also raised tens of billions of dollars of bonds recently through note sales in its name and indirectly through projects it’s backing. “There’s some assumptions built in here about what OpenAI is going to spend and where are they getting that money and, you know, is this really going to happen,” said Eric Diton, president and managing director of Wealth Alliance, an investment advisory firm. “Maybe Oracle stock got way ahead of fundamentals and now the market’s saying, alright, show me, I wanna see it.” Oracle’s December earnings report kicked off the most recent leg lower, as the company said it ramped up spending on AI data centers, feeding concerns about how long it will take for the expenditures to pay off. A measure of Oracle’s credit risk jumped to its highest level since 2009 following the report. Shares have also been weighed down by news that Blue Owl Capital, which has helped finance data center projects for Oracle and Meta Platforms Inc, is not included in final negotiations on an equity deal...

文章提及标的 甲骨文 -- 甲骨文（ORCL）股价跌幅扩大，现跌超6%，触及近8个月低点。

Lean hog futures posted midweek losses of $1 to $1.67 across most contracts, with some deferreds steady to 42 cents lower. Open interest was up 525 contracts. USDA’s national base hog price was reported at $86.28 on Wednesday afternoon, up $1.46 from the previous day. The CME Lean Hog Index was up another 42 cents on Jan 26 at $84.43. USDA’s pork carcass cutout value from the Wednesday PM report was 64 cents lower to $95.05 per cwt. The picnic and rib primals were the only reported higher. USDA estimated federally inspected hog slaughter for Wednesday at 493,000 head, which takes the weekly total to 1.391 million head. That is 5,000 head below last week and 55,922 head below the same week last year. Don’t Miss a Day: Feb 26 Hogs closed at $87.950, down $1.100, Apr 26 Hogs closed at $95.150, down $1.675 May 26 Hogs closed at $98.850, down $1.575, On the date of publication, Austin Schroeder did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Wheat futures are higher in all three exchanges on Thursday morning, extending gains from Wednesday. The wheat complex was in rally mode on Wednesday, posting strength across the three markets. Chicago SRW futures were 8 to 12 ¾ cents in the green to close the session. Open interest was up 4,552 contracts, suggesting new buying. KC HRW futures saw Wednesday gains of 4 ¾ to 10 ¼ cents at the final bell. MPLS spring wheat closed the day with contracts fractionally to 2 ½ cents. Weakness in the dollar index this week has added some support to the market. The forecast for the next week shows limited precip in much of the Southern Plains, with some moisture creeping in the eastern edges of the HRW country. Don’t Miss a Day: Export Sales data released on Thursday morning will show wheat sales for the week ending on January 22. Traders are expecting between 275,000 and 600,000 MT in wheat bookings. Mar 26 CBOT Wheat closed at $5.36, up 12 3/4 cents, currently up 5 3/4 cents May 26 CBOT Wheat closed at $5.44 1/2, up 11 3/4 cents, currently up 5 1/2 cents Mar 26 KCBT Wheat closed at $5.42 1/4, up 9 1/2 cents, currently up 3 3/4 cents May 26 KCBT Wheat closed at $5.52 3/4, up 10 cents, currently up 3 3/4 cents Mar 26 MIAX Wheat closed at $5.74, up 2 1/4 cents, currently up 2 3/4 cents May 26 MIAX Wheat closed at $5.86 1/4, up 2 1/2 cents, currently up 2 3/4 cents On the date of publication, Austin Schroeder did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Soybeans are showing higher trade on Thursday, up 7 to 9 cents in the front months. Futures got some strength on Wednesday from spillover in soybean meal, as contracts were 7 to 8 ½ cents higher. OI showed new buying interest, rising 12,031 contracts on the rally. The cmdtyView national average Cash Bean price was 9 1/4 cents higher at $10.08 3/4. Soymeal futures are $3.40 to $3.70 higher, with Soy Oil futures 10 to 13 points lower. Meal garnered strength with Argentina’s weather forecasts on the drier side heading into some key parts of the growing season. Don’t Miss a Day: USDA will release Export Sales data for the week ending on 1/23 on Thursday morning, with analysts looking for between 0.4 to 1.8 MMT in old crop soybean sales, and 0 to 100,000 MT for new crop bookings. Soybean meals sales are seen between 225,000 and 500,000 MT, with soybean oil expected in a range of 0 to 26,000 MT. Mar 26 Soybeans closed at $10.75, up 7 3/4 cents, currently up 8 1/2 cents Nearby Cash was $10.08 3/4, up 9 1/4 cents, May 26 Soybeans closed at $10.87 3/4, up 8 1/4 cents, currently up 8 cents Jul 26 Soybeans closed at $11.01, up 8 1/2 cents, currently up 8 cents On the date of publication, Austin Schroeder did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Live cattle futures rallied on Wednesday, supported by some stronger outside equity factors. Contracts were up $1.30 to $1.85 at the close. Preliminary open interest suggested net new buying, up 3,249 contracts. Cash trade has been quiet so far this week, with a few $213 sales reported across the country on Wednesday. Yesterday morning’s Fed Cattle Exchange online auction from Central Stockyards showed no sales on the 1,346 head listed, with bids at $207-208. Feeder cattle saw another round of stronger trade on Wednesday, with contracts up 90 cents to $1.425. The CME Feeder Cattle Index was up 19 cents on April 22, with the average price at $288.97. USDA’s Wednesday afternoon National Wholesale Boxed Beef report was mixed, as the Chc/Sel widened to $17.45. Choice boxes were 24 cents higher at $331.97/cwt, with Select down $3.13 to $314.52. Federally inspected cattle slaughter was estimated at 122,000 head for Wednesday, taking the weekly total to 350,000 head. That is 7,000 head below the previous week and down 13,747 head from the same week last year. Don’t Miss a Day: Apr 25 Live Cattle closed at $212.700, up $1.325, Jun 25 Live Cattle closed at $208.100, up $1.825, Aug 25 Live Cattle closed at $203.875, up $1.425, May 25 Feeder Cattle closed at $288.350, up $1.425, Aug 25 Feeder Cattle closed at $292.175, up $0.925, Sep 25 Feeder Cattle closed at $291.200, up $0.950, On the date of publication, Austin Schroeder did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Electric vehicle king Tesla Inc (NASDAQ: TSLA) looks set for fresh gains after its Q4 earnings report dispelled fears that its best days were behind it. With a major source of uncertainty removed, the bulls should now have more than enough ammunition to get this rally back on track. Shares of TSLA have been in a multi-month uptrend that began last April. In recent weeks, however, the stock traded softly as questions mounted about management’s ability to keep pivoting the company’s focus and revenue engines. These fears seem to have abated in light of the Jan. 28 report. Tesla was already trading higher in Thursday’s pre-market session, an early sign that the market thinks this report was more than good enough. Let’s take a closer look at the details and see what it could mean for Tesla through the rest of the quarter. Impressive Fundamentals & Diversification At a headline level, Tesla delivered a solid beat on expectations, which immediately helped reset sentiment. More important than any single metric, however, was the long-term outlook. Management struck a confident tone around the company’s longer-term initiatives, particularly its Cybercab ambitions and the continued rollout of robotaxi services. At the same time, that optimism was tempered with realism. Tesla acknowledged that competition in Europe and China is intensifying, and that pressure is showing up in its core automotive business. Total automotive revenue declined year-over-year, reflecting softer demand and pricing pressure in key markets. The market, however, has consistently shown it is willing to look beyond falling delivery numbers and contracting auto revenue as long as Tesla can demonstrate progress elsewhere—and on that front, the report delivered. Revenue from energy generation and storage, for example, jumped 25%, helping offset weakness in the auto segment. Gross margin also improved, reflecting Tesla’s impressive cost discipline which is continuing to pay off. Add in confirmation that the r...

JHVEPhoto/iStock Editorial via Getty Images ServiceNow ( NOW ) proved in its fourth quarter results that the rise of artificial intelligence is not dousing demand or causing it to lose seats, but analysts noted 21.5% revenue subscription growth for the quarter in progress did "not quite represent acceleration." Shares had sunk 12% during early market action on Thursday as the stock has now shed about 50% of its value over the past year. In comparison, the iShares Expanded Tech-Software Sector ETF ( IGV ) has declined about 7% in that time frame . Other enterprise stocks were also falling, with Atlassian ( TEAM ) down 11% and Salesforce ( CRM ) dropping 6%. Still, financial firms remained positive on ServiceNow, highlighting its better-than-expected guidance, its traction with AI products and its recent acquisitions, including the proposed acquisition of Armis , a comprehensive cyber exposure management and security platform. "It would be hard to tell based on the stock down after market as we write, but ServiceNow's Q4'25 delivered strongly with a large 1.3% CC revenue beat and the largest organic QoQ cRPO add ever at $~1.4B," said analysts Peter Weed and Luwei Yang with Bernstein Société Générale Group in a Thursday investor note. Bernstein reiterated its Outperform rating and $219 price target on the stock. "AI products reached $600MM ACV, which bested their $500MM guide and our model as it continued to demonstrate the fastest rate of adoption for a new feature," Weed said. "This isn't just new customers, as they saw 70%+ upsell expansion at renewal for current adopters." "We continue to believe they will handily beat their $1B ACV guide for FY26, reaching closer to $1.2B if our modeled rollout continues," he added. "And that doesn't even include upside if pack consumption raises effective revenue—the company commented some customers have already purchased more packs, and they anticipate in H2'26 seeing material scale of these AI-token pack purchases driving reven...

食物安全中心恆常監測時，從一個吞拿魚樣本驗出工業染料孔雀石綠，正追查分銷情況。 中心指，有關吞拿魚樣本，孔雀石綠含量為十億分之一點四，已知會涉事進口商有關違規情況，正追查相關產品的來源和分銷情況。 根據有關規例，所有在本港出售的食物，均不能含有孔雀石綠。

Image source: The Motley Fool. Thursday, Jan. 29, 2026 at 8:30 a.m. ET Call participants President and Chief Executive Officer — David Grzebinski Executive Vice President and Chief Financial Officer — Raj Kumar President, Marine Transportation — Christian O'Neil Vice President, Investor Relations — Kurt Niemietz Takeaways Share repurchases -- Over $100 million in stock repurchased during the year, funded by strong free cash flow performance. -- Over $100 million in stock repurchased during the year, funded by strong free cash flow performance. Debt reduction -- Debt was reduced by $130 million, resulting in a year-end debt to capitalization ratio of 21.4% and $79 million in cash on hand. -- Debt was reduced by $130 million, resulting in a year-end debt to capitalization ratio of 21.4% and $79 million in cash on hand. Free cash flow -- Generated $406 million for the year and just over $265 million in the quarter, exceeding guidance due to favorable working capital release in Q4. -- Generated $406 million for the year and just over $265 million in the quarter, exceeding guidance due to favorable working capital release in Q4. Marine transportation segment revenue -- $482 million for fiscal Q4, 3% growth year over year, with operating income of $100 million up 17% year over year, and operating margin in the low 20% range. -- $482 million for fiscal Q4, 3% growth year over year, with operating income of $100 million up 17% year over year, and operating margin in the low 20% range. Inland marine barge utilization -- Averaged in the mid to high 80% range during fiscal Q4, improving toward 90% by quarter-end; spot prices were down low single digits sequentially but rebounded in January in the low to mid single digits. -- Averaged in the mid to high 80% range during fiscal Q4, improving toward 90% by quarter-end; spot prices were down low single digits sequentially but rebounded in January in the low to mid single digits. Coastal marine utilization and pricing -- Coastal ba...

Jan 29 (Reuters) - U.S. software stocks fell on Thursday after SAP's cautious cloud outlook and a post-earnings drop in ServiceNow ​shares reinforced investor concerns about mounting competition from artificial intelligence-related ‌companies. ServiceNow dropped 9.6% despite forecasting annual subscription revenue above Wall Street estimates. Germany's SAP ‌plunged almost 15% as analysts flagged that its cloud backlog and 2026 revenue forecast fell short of projections. "The malaise in software sentiment persists, coupled with a seemingly paradoxical and vicious cycle of depressed valuations, with maintained, ⁠if not rising, investor ‌expectations," J.P.Morgan analysts said in a note. The double-whammy dragged Salesforce shares down 5.6%, while Photoshop maker Adobe and ‍cloud security firm Datadog fell 3.1% each. The stocks were among the biggest decliners on the Nasdaq. "All these software names are performing terribly because the market's ​kind of in our view pricing a worst case scenario that ‌software is dead because AI is disrupting the space," said Adam Turnquist, chief technical strategist for LPL Financial. Software stocks have fallen in recent weeks as investors reassessed how much of the AI boom will translate into near-term revenue and pricing power for traditional enterprise software versus ⁠infrastructure players such as data centers ​and chip companies. The S&P 500 Software and ​Services Index dropped 6.5%, and is headed for its third straight month of losses, underperforming the broader S&P 500, ‍which was up 0.1% ⁠on the day. Investors also kept an eye on Microsoft, which said that it had spent a record amount on AI in ⁠the last quarter and posted slower cloud-computing growth. Shares of the tech giant ‌slid 9.8%. (Reporting by Shashwat Chauhan in Bengaluru, Additional reporting by ‌Twesha Dikshit; Editing by Shilpi Majumdar)

Alistair Berg/DigitalVision via Getty Images It’s always exciting to watch an investment shoot up triple digits in a year. In 2025, those were mostly AI and tech stocks, which I write about a lot here on Seeking Alpha. They’ve also been in the spotlight for the last few years as technology continues to develop. The thing is, not everyone is built for the volatility that comes with these high-risk, high-reward investments. Plus, there’s something to be said about the peace that comes with consistent, reliable cash flow through dividend investing. That said, “peace” isn’t always a sure thing with dividend stocks either. Some offer high distributions, only for it to become painfully obvious that they can’t sustain their own payments- at least once you have a look under the hood. Some look like a decent option, but then you see a history of inconsistency and unreliability when you dive deeper. That’s why setting stringent, non-negotiable criteria when choosing your dividend stock makes sense. Sure, it’s not always going to be easy, especially if you’re starting out. So let me make it quick and simple for you by laying out my top 10 Dividend Kings that, barring something really big, will pay a lifetime of income, and then some, while also explaining why they’re in the mix. What are Dividend Kings? Dividend Kings are companies that have increased their dividend payouts for 50 years or more. That’s impressive all by itself, but when you look deeper into the “50” mark, you’ll realize that it would take a lot of discipline, resilience, and adaptability for a company to reach that goal. I’m talking about tackling multiple economic cycles, seismic technology shifts, and ever-changing consumer demands, all while growing their income and cash flow to cover dividend growth. As of January 29, 2026, there are 56 Dividend Kings. So let’s see which ones are the best. Selection criteria When narrowing down any investments I might want to own for years, I like to start by considering s...

Meta Platforms Inc. will double capital spending to as much as $135 billion this year, an all-in bet on artificial intelligence as the US tech giants battle it out for supremacy in the next wave of technological advancements. Tesla Inc. will spend $20 billion this year on pursuits including AI, self-driving vehicles and robotics — almost double Wall Street estimates — and plow another $2 billion into Chief Executive Officer Elon Musk’s xAI startup. Musk also said Tesla needs to build its own semiconductor factory. Most Read from Bloomberg Investors should look forward to “a major AI acceleration” that’s been brewing within the tech industry for over a year, Meta CEO Mark Zuckerberg said on Wednesday’s earnings call. After an overhaul of the company’s AI program in 2025, Zuckerberg said Meta will soon release new models and products. The stock rose by as much as 11% in New York at the open Thursday after results beat expectations and Meta’s strong ads business convinced investors its planned splurge is viable. Microsoft Corp.’s results highlighted the fragility of investor sentiment around AI and its funding. The company reported higher-than-expected quarterly capex numbers while barely meeting expectations for its Azure cloud business, prompting investors to send the shares down by as much as 12% after US trading began Thursday — their worst intraday drop in almost six years. Silicon Valley’s spending spree rippled around the world. Hardware providers like Samsung Electronics Co. and SK Hynix Inc. — two makers of the memory chips that go into Nvidia Corp.’s essential AI accelerators as well as data center servers — reported profits that grew several-fold. ASML Holding NV, the sole provider of the cutting-edge lithography machines needed for advanced semiconductors — also smashed estimates. Photographer: SeongJoon Cho/Bloomberg Ratcheting spending by hyperscalers reflects growing use cases for AI, said Sanjeev Rana, head of research at CLSA Securities Korea, adding t...

格隆汇1月29日｜甲骨文(ORCL.US)股价跌超6%，触及近8个月低点。

Venezuela Signals Historic Energy Reset As Oil Laws Open To Foreign Capital Authored by Cyril Widdershoven via oilprice.com , Venezuela is moving to overhaul its hydrocarbons law, opening the door to deeper foreign and private-sector participation. The reforms introduce far more flexible operating and fiscal structures , allowing private and mixed companies to take on operational control. If paired with sanctions relief, the changes could mark a true reopening of Venezuela’s oil sector, shifting policy from ideological rigidity toward pragmatic, investment-led recovery. Venezuela is edging toward what could become the most consequential energy shift in a generation . Interim President Delcy Rodriguez reportedly met with senior international oil executives this week at a PDVSA facility, as the government opens consultations on a partial reform of the country’s Organic Hydrocarbons Law. The proposed changes, now moving through Venezuela’s National Assembly, would fundamentally reshape the fiscal and contractual rules governing the country’s oil and gas sectors. While the state would retain sovereignty over Venezuela’s oil, highlighting how the reform can foster growth and attract investment can inspire confidence among industry professionals and investors. If approved, the new framework would allow external operators to become more deeply involved in the production process than ever before , potentially increasing foreign investment and modernizing Venezuela’s oil industry. One of the reform’s most significant shifts is an expansion of who can operate upstream . It would allow mixed enterprises, as well as private Venezuelan-domiciled companies, to work in tandem with state authorities on contracted projects. In essence, this would create a dual-track system , one more aligned with the financial realities of Venezuela’s oil industry. Rather than forcing all investment projects into a single joint-venture model, the government would gain more flexibility to structure d...

The Hidden Risks In Broadcom Stock’s Bull Run Forbes

A trader works as a screen displays the trading information for GameStop on the floor at the New York Stock Exchange. Brendan McDermid | Reuters The GameStop stock frenzy and the retail trading revolution it created five years ago were fueled in part by a financial malaise among younger investors, according to experts. That generational unease has lingered and may have long-term effects on retail investors and the broader stock market. Retail investors bid up shares of GameStop , a brick-and-mortar video game retailer, by more than 1,600% in January 2021, as amateur traders on Reddit's WallStreetBets online message board urged each other to pile into the beleaguered stock and leveraged nascent digital investment platforms to place trades. Hordes of young people in their late 20s and early 30s started participating in the stock market for the first time during the GameStop craze, said JJ Kinahan, head of retail expansion and alternative investment products at Cboe Global Markets, a securities exchange. "It was quite honestly the greatest event that ever happened for retail trading in the markets," Kinahan said. Just two to three years prior, he said, a common question among financial firms was: How do we get young people to invest? "We didn't think they'd all come in at once," Kinahan said. Growth of retail investors in GameStop era watch now VIDEO 6:59 06:59 How GameStop mania changed Wall Street, 5 years later Markets and Politics Digital Original Video Investing had largely been the purview of big institutions, such as asset managers and pension funds, until around the GameStop and "meme" stock era. While other factors like widespread adoption of zero-commission trading and ample time at home during the Covid-19 pandemic helped draw new retail investors into the market, GameStop's impact was undeniable, experts said. About 4.5% of investors who traded GameStop stock opened a brokerage account on or after Jan. 13, 2021, when the GameStop mania began, which shows it...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Alphabet agreed to settle two major privacy class action lawsuits, committing to adjust certain data collection and handling practices. Regulators in the U.S. and Europe opened or advanced cases examining Alphabet’s competition and compliance practices, including under the Digital Markets Act. Waymo is under a federal investigation following a robotaxi incident involving a child, while preparing a planned international launch in London. Alphabet, ticker NasdaqGS:GOOGL, sits at the center of these developments with a current share price of $336.01. The stock has logged a 72.6% return over the past year and is up 228.9% over five years. These figures help explain why fresh legal and regulatory headlines draw close attention from investors tracking large tech platforms. With privacy settlements, antitrust scrutiny, and autonomous vehicle oversight all converging, Alphabet’s legal and regulatory footing is a key watchpoint for anyone following the name. The company’s efforts around AI infrastructure and partnerships, along with Waymo’s international ambitions, add extra moving parts that investors may want to monitor alongside these proceedings. Stay updated on the most important news stories for Alphabet by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Alphabet. NasdaqGS:GOOGL 1-Year Stock Price Chart Why Alphabet could be great value Investor Checklist Quick Assessment ⚖️ Price vs Analyst Target : At US$336.01, Alphabet trades about 2.5% below the US$344.47 analyst target, which sits inside the one standard deviation range of US$306.50 to US$382.43. ⚖️ Simply Wall St Valuation : Simply Wall St currently views Alphabet as trading close to its estimated fair value. ✅ Recent Momentum: The share price is up around 7.2% over the past 30 days, indicating positive short t...

When it comes to the streaming wars, investors have tended to see Amazon.com as an afterthought. The company’s new documentary about Melania Trump looks unlikely to change that. At first glance, that’s a solid-enough opening weekend for a documentary—but it pales in comparison to what Amazon has spent on “Melania.”

New York, January 29, 2026, 09:38 EST — Regular session NVIDIA shares climbed 1.6% to $191.52 early Thursday after CEO Jensen Huang revealed China is still finalising the licence for its H200 chip, the company’s second most powerful AI processor. “The actual license for H200 is being finalised,” Huang said to reporters in Taipei. Reuters also reported that China has approved ByteDance, Alibaba, and Tencent to purchase over 400,000 H200 chips, though no purchase orders have followed yet. (Reuters) The headline matters as traders sift through which approvals actually unlock shipments and which merely add to the backlog. For Nvidia, a China “yes” under strict conditions could still translate into a trickle of deliveries. Capex — spending on assets like data centers — is another key factor. Meta Platforms boosted its capex budget by 73% alongside a strong revenue forecast. Tesla announced plans to more than double its capital expenditure. Microsoft, however, slid after cloud revenue came in below expectations, Reuters reported. “Maybe a bit of de-risking going into the print,” said Adam Turnquist, chief technical strategist at LPL Financial. (Reuters) Investors have swung Nvidia shares between customer budget concerns and export news, sometimes within the same hour. That volatility can make the stock twitchy, even on minimal updates. Chip stocks opened mostly higher Thursday. Intel surged roughly 11%, and Micron climbed about 6%. The iShares Semiconductor ETF added close to 2.7%, while AMD held steady with little change. The sector was already firing on all cylinders following Wednesday’s rally, fueled by strong earnings from Texas Instruments and a solid quarter from chip equipment maker ASML, Reuters reported. “Companies across the broader supply chain … are reporting that conditions are improving,” said Louise Dudley, a portfolio manager for global equities at Federated Hermes. (Reuters) Nvidia grabbed attention after a report surfaced that it, along with Amazon and ...