(RTTNews) - Parker Hannifin Corp. (PH) announced a profit for second quarter that Drops, from last year The company's earnings totaled $845 million, or $6.60 per share. This compares with $949 million, or $7.25 per share, last year. Excluding items, Parker Hannifin Corp. reported adjusted earnings of $980 million or $7.65 per share for the period. The company's revenue for the period rose 9.1% to $5.174 billion from $4.743 billion last year. Parker Hannifin Corp. earnings at a glance (GAAP) : -Earnings: $845 Mln. vs. $949 Mln. last year. -EPS: $6.60 vs. $7.25 last year. -Revenue: $5.174 Bln vs. $4.743 Bln last year. -Guidance: Full year EPS guidance: 30.40 To 31.00 Full year revenue guidance: % To 7.5 % The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Manpower press release ( MAN ): Q4 Non-GAAP EPS of $0.92 beats by $0.10 . Revenue of $4.7B (+6.8% Y/Y) beats by $70M . On a constant currency basis, revenues increased 1% compared to the prior year period and, on an organic constant currency basis, revenues increased 2% compared to the prior year period. "We anticipate diluted earnings per share in the first quarter will be between $0.45 and $0.55 (vs. $0.48 consensus) , which includes an estimated favorable currency impact of 6 cents and a 43.0% effective tax rate." More on Manpower ManpowerGroup Stock: Holding Pattern In A Soft Labor Market Manpower Q4 2025 Earnings Preview ManpowerGroup sees a favorable backdrop for global staffing demand Seeking Alpha’s Quant Rating on Manpower Historical earnings data for Manpower

PSQ Holdings ( PSQH ) has appointed Dusty Wunderlich as CEO, effective immediately, as the company continues its transition to core fintech businesses, including credit and payments. Wunderlich was recently appointed chairman of the board of PublicSquare and will remain in that role. As part of this transition, Michael Seifert has stepped down as CEO and resigned from the board, effective January 27, 2026. Source: Press Release More on PSQ Holdings PSQ Holdings, Inc. (PSQH) Q3 2025 Earnings Call Transcript PublicSquare shares drop more than 20% as it announces $7.5M registered direct offering PublicSquare to acquire assets of Tandym Seeking Alpha’s Quant Rating on PSQ Holdings Historical earnings data for PSQ Holdings

Great Lakes Advisors LLC cut its position in Oracle Corporation (NYSE:ORCL - Free Report) by 41.4% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 185,901 shares of the enterprise software provider's stock after selling 131,495 shares during the period. Great Lakes Advisors LLC's holdings in Oracle were worth $52,283,000 at the end of the most recent reporting period. Several other institutional investors and hedge funds also recently made changes to their positions in the company. Kampmann Melissa S. raised its stake in Oracle by 0.3% during the 3rd quarter. Kampmann Melissa S. now owns 11,910 shares of the enterprise software provider's stock worth $3,350,000 after buying an additional 35 shares during the period. McLean Asset Management Corp raised its position in shares of Oracle by 0.7% during the third quarter. McLean Asset Management Corp now owns 5,319 shares of the enterprise software provider's stock worth $1,551,000 after purchasing an additional 36 shares during the period. Mine & Arao Wealth Creation & Management LLC. lifted its holdings in shares of Oracle by 0.7% during the 3rd quarter. Mine & Arao Wealth Creation & Management LLC. now owns 5,281 shares of the enterprise software provider's stock valued at $1,485,000 after purchasing an additional 36 shares in the last quarter. Voisard Asset Management Group Inc. grew its position in shares of Oracle by 3.4% in the 3rd quarter. Voisard Asset Management Group Inc. now owns 1,127 shares of the enterprise software provider's stock valued at $317,000 after purchasing an additional 37 shares during the period. Finally, Avion Wealth increased its stake in Oracle by 16.6% during the 3rd quarter. Avion Wealth now owns 260 shares of the enterprise software provider's stock worth $73,000 after purchasing an additional 37 shares in the last quarter. Institutional investors and hedge funds own 42.44% of the company's stock. Get Oracle alerts: Sign Up Ora...

从20年或30年的投资期限看，股票资产通常好于黄金；建议中国投资者持有多元化的投资组合，包括对中国、美国、欧洲等各地区的资产配置 高盛董事长兼CEO苏德巍（David Soloman）。图：视觉中国 【财新网】 “如果你能实现7%的年化回报，资金每10年就会翻一番，30年后本金将增长到8倍。”高盛董事长兼CEO苏德巍（David Soloman）如此举例。美元过去12个月内确实走弱，但过去10年经历了大幅上涨。 苏德巍在2026年1月28日举行的小型媒体会上对财新做出上述表述。此次来华一天的行程是他自去年11月来华后再度来到中国。 同日，中共中央政治局常委、国务院副总理丁薛祥在北京会见了苏德巍。丁薛祥表示，中国经济长期向好，是世界发展稳定可靠的动力源；欢迎外资企业扩大对华投资合作，更好分享中国发展机遇。苏德巍表示，高盛集团看好中国发展前景和经济增长潜力，将继续深耕中国市场，为美中关系稳定发展发挥积极作用。

英唐智控（300131）公告，公司拟通过发行股份及支付现金的方式购买桂林光隆集成科技有限公司100.00%股权和上海奥简微电子科技有限公司100.00%股权，并向不超过35名特定投资者募集配套资金。光隆集成主营光开关等无源光器件和相关模块、设备的研发、生产和销售，奥简微电子主营模拟芯片的研发、设计与销售。本次交易价格为8.08亿元，其中光隆集成100%股权评估价值为7.56亿元，增值率436.29%；奥简微电子100%股权评估价值为1.08亿元，增值率588.30%。交易对方将获得现金和股份对价，其中股份对价为5.09亿元。

AMD Goes All-In on CPU Clearance, Ryzen 9 9900X (12-Core, 24-Thread) Hits Its Lowest Price Kotaku

Naeblys Lockheed Martin ( LMT ) on Thursday said it signed an agreement with the Department of War to significantly increase production of Terminal High Altitude Area Defense interceptors, as the U.S. government seeks to expand domestic munitions capacity. Under the agreement, Lockheed ( LMT ) plans to raise yearly THAAD interceptor output from 96 units to as many as 400 units over the next seven years. The announcement follows an earlier framework agreement signed this month to accelerate production of PAC-3 Missile Segment Enhancement interceptors. Lockheed ( LMT ) said it will work with the U.S. government toward an initial contract award tied to the THAAD framework agreement, which is expected to be funded through fiscal 2026 congressional appropriations and other sources. As part of its production ramp, Lockheed ( LMT ) said it will break ground on a new Munitions Acceleration Center in Camden, Arkansas. The company said the facility will support manufacturing of THAAD, PAC-3 and other systems, using advanced manufacturing and digital production methods. “We are committed to further building on the Department of War’s vision for advancing acquisition reform with additional framework agreements for critical munitions,” Chief Executive Jim Taiclet said in a statement. Lockheed ( LMT ) said it has invested more than $7 billion since 2017 to expand capacity for priority defense programs, including about $2 billion aimed at accelerating munitions production. The company said it plans additional multibillion-dollar investments over the next three years to expand and modernize more than 20 facilities across several U.S. states. The company said it currently operates more than 340,000 square feet (0.03 square kilometers) of dedicated THAAD manufacturing space in the United States and employs more than 2,000 workers on the program. Lockheed ( LMT ) said deliveries of several critical munitions have increased since 2016, with further production growth planned to support ...

From baked beans with a Gujarati twist to billowing Yorkshire pudding with bramley apples, Guardian readers share the dishes that have connected their families across the generations • Sign up here for our weekly food newsletter, Feast A few years ago, I bought my mother a notebook for her recipes. It was a weighty, leather-bound affair that could act as a vault for all the vivid stews, slow-cooked beans and many other family specialities – the secrets of which existed only in her head. Although the gift has basically been a failure (bar a lengthy WhatsApp message detailing her complex jollof rice methodology, she still has an allergy to writing down cooking techniques or quantities), I think the impulse behind it is sound and highly relatable. Family recipes are a form of time travel. An act of cultural preservation that connects us deeply to people we may not have met and places we may not have visited. Those realities shine through in this week’s gathered compendium of heirloom recipes submitted by readers. Baked beans given a Gujarati twist. An Atlantic-hopping riff on spinach and feta pie. A billowing yorkshire pudding with sticky bramley apples in its base. All of these preparations, particularly when a recipe for anything is a mere tap away, point to the power of human connection and the ingenuity of domestic chefs. And perhaps the best thing about ancestral culinary approaches is that they can be passed from one clan to another, living on even as they are adapted and evolve. Continue reading...

From the outside, Upwind Security looks like it’s had a smooth journey so far. Just four years in, the cloud security startup is now worth $1.5 billion, and boasts the likes of Siemens, Peloton, Roku, Wix, Nextdoor and Nubank among its clientele. But if you ask the company’s co-founder and CEO Amiram Shachar, the journey to get here was anything but certain. “Three years ago, we would spend hours asking ourselves if we were heading in the right direction, and 80% of the time, it felt like we weren’t,” a candid Shachar told TechCrunch in an interview following the startup’s recent $250 million Series B. “At the beginning, we constantly questioned whether the market needed our solution, whether it would be too hard to integrate into larger systems, or if customers would adopt it,” he recalled. “Developing a new approach was difficult; people are used to installing certain agents on machines, but they don’t like doing it.” Upwind likes to call that approach “runtime” security: Prioritizing alerts and remediation efforts around threats and vulnerabilities in active services in real time. As Shachar puts it, it’s an “inside-out” take on cloud security, where internal signals like network requests and API traffic function as context to help security teams separate urgent risks from those that can wait. Developing that approach wasn’t easy, however, as Shachar and his co-founders didn’t have a traditional background in security: they first built and sold a cloud compute brokerage called Spot.io, to NetApp for around $450 million in 2020. “After joining NetApp post the Spot acquisition, I experienced first-hand how difficult cloud security really is,” Shachar said. “The security team would scan our environment and report issues, but they lacked critical context. Coming from a DevOps background, we (Shachar and his team) understood the infrastructure deeply, while security teams often didn’t know how APIs were exposed or which packages were running. As a result, they flagged...

格隆汇1月29日｜1. 美国三大股指期货齐涨，纳指期货涨0.21%，标普500指数期货涨0.25%，道指期货涨0.17%。 2. 欧股主要指数涨跌不一，德国DAX指数跌0.93%，英国富时100指数涨0.79%，法国CAC指数涨0.53%，欧洲斯托克50指数涨0.41%。 3. 美联储预期维持基准利率在3.50%-3.75%不变，鲍威尔称利率处于中性区间上端。 4. 美国财政部长贝森特预告：特朗普可能会在“接下来一周左右”揭晓美联储下任主席。 5. 据报英伟达、微软和亚马逊洽谈向OpenAI投资600亿美元，公司估值或高达7300亿美元。 6. 微软第二财季营收同比增长17%至813亿美元，云业务增速放缓；资本支出同比增长66%，达到创纪录的375亿美元。 7. Meta Q4营收598.9亿美元、每股盈利8.88美元，受强劲的广告业务推动；Q1营收及全年资本支出指引均超预期。 8. 特斯拉Q4营收同比下滑3%至249亿美元，经营利润14.1亿美元及毛利率20.1%超预期；马斯克宣布停产Model S/ X，生产线转向制造人形机器人Optimus。 9. IBM Q4营收同比增长12%至196.9亿美元，AI业务累计订单额突破125亿美元。 10. 卡特彼勒Q4营收同比增长18%至191.3亿美元，调整后每股收益5.16美元，均超预期。 11. 黑石集团Q4资金流入714.8亿美元，创三年多来最高水平；总资产规模达1.275万亿美元。 12. 德意志银行Q4归属于股东的净利润为13亿欧元，拟回购10亿欧元股票。 13. 意法半导体Q4销售小幅回升至33.3亿美元，汽车芯片需求仍疲弱。 14. 谷歌将Gemini人工智能功能整合至Chrome浏览器，引入Nano Banana、Personal Intelligence等工具。 15. Alphabet旗下自动驾驶出租车公司Waymo目标第四季度在伦敦推出无人驾驶叫车服务。 16. 台积电全面上调2026-2027年CoWoS产能目标，重新检视先进封装扩产蓝图。 17. 阿里平头哥官网上线高端AI芯片“真武810E”，已在阿里云实现多个万卡集群部署。 18. 丰田2025年全球销量同比增长4.6%，达到1130万辆，再创新高。 19. 二手车零售商Carvana遭高谭市研究做空，被指控净利润浮报逾10亿美元。 20. ...

MU260130C00065000 互動股市圖表 | MU Jan 2026 65.000 call 股市 Yahoo 財經

Key Points Dividend stocks provide security for any kind of portfolio, and even growth investors should have some. These excellent, long-term businesses can support a growing dividend. 10 stocks we like better than Coca-Cola › The S&P 500 is generally flat in this first month of 2026, coming off the heels of three years of double-digit growth. The next 11 months could bring any number of unanticipated news and market drivers, but the short-term movement is likely to be dictated by the numerous important earnings reports in the coming weeks. Since there will always be periods of volatility mixed into periods of market growth, it's important to have some excellent dividend stocks in your portfolio. Some investors, especially retirees, might want to be highly dividend focused, but even growth-focused investors should keep a store of great dividend picks to protect their funds under any conditions. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » If you need some inspiration, here are 10 top dividend stocks that you can hold forever. 1. Coca-Cola Coca-Cola (NYSE: KO) is a Dividend King that's raised its dividend annually for the past 63 years. That's one of the best track records on the market. The dividend is supported by the company's robust business model, featuring beverages consumers love to buy and acquisitions that bring even more growth. Coke's dividend yields 2.8% at the current price. 2. Realty Income Realty Income (NYSE: O) is a real estate investment trust (REIT) that owns 15,500 properties worldwide, making it one of the largest REITs in the world. Its tenants are largely giant retail chains that are solid and reliable rent payers, and it has a large pipeline of new properties to buy, as well as capital. The company pays a monthly dividend and has done that 667 times without missing a month. The dividend yields 5.3% at the current price, the highest on this list. 3. Walmar...

MPLX LP MPLX is set to report fourth-quarter 2024 results on Feb. 4, before the opening bell. In the last reported quarter, the diversified, large-cap master limited partnership’s adjusted earnings of $1.01 per share missed the Zacks Consensus Estimate of $1.06 due to increased general and administrative expenses. Find the latest EPS estimates and surprises on Zacks Earnings Calendar. The midstream player beat on earnings in two of the trailing four quarters and missed the mark twice, delivering an average surprise of 6.85%. This is depicted in the graph below: MPLX LP Price and EPS Surprise MPLX LP price-eps-surprise | MPLX LP Quote MPLX’s Estimate Trend The Zacks Consensus Estimate for fourth-quarter earnings per share of $1.04 has witnessed one upward revision in the past seven days. The consensus estimate implies a decline of 5.45% from the year-ago reported number. The Zacks Consensus Estimate for revenues of $3.08 billion indicates a 3.75% increase from the year-ago reported figure. Factors to Consider for MPLX As a major midstream energy player, MPLX's business is largely insulated against oil and gas price volatility. Shippers typically commit to long-term contracts for midstream assets, minimizing volume and price risks. As a result, MPLX is expected to have generated stable and predictable cash flows in the fourth quarter. However, MPLX’s profitability from transporting refined oil products might have been under pressure due to a recent decline in refining margins, as reflected in lower crack spreads. This downturn can be attributed to a rising global refining capacity, particularly in Asia and the Middle East, which has outpaced demand growth. As a result, refiners are facing weaker margins, leading to lower throughput volumes and reduced demand for MPLX’s transportation services. If refining margins remain compressed, MPLX’s earnings from this segment might have faced sustained pressure. Moreover, advancements in renewable energy technologies — such as m...

格隆汇1月29日｜据国际文传电讯社，克里姆林宫表示，俄罗斯再次邀请乌克兰总统泽连斯基前往莫斯科进行谈判。

1月，新一轮医疗器械高值耗材集采开标。 本轮集采，多家上市公司中标，再度展现国产替代的大趋势。而且，本轮在设计层面做出多项创新，背后是一场多方共赢。 本质上，集采是政策端与企业端的双向洗礼。六年的时间，集采也进入深水区。对企业而言，探索出适合自身发展的路径，穿越深水区就是一场跨越周期的探寻。 集采的价值升维 1月，国家医保局公布了第六批高值耗材集采结果：药物涂层球囊、泌尿介入两类产品共有227家企业申报496个产品，最终440个产品中选，中选率达88.7%。 其中，超90%中选产品均为国产，乐普医疗（300003.SZ）、微创医疗（00853.HK）、先瑞达（06669.HK）等细分赛道龙头榜上有名。 回溯高值医用耗材集采走过的六年，覆盖产品从心脏冠脉支架、骨科人工关节、人工晶体、人工耳蜗、外周血管支架、运动医学，以及本轮的两个品种。路径演变上，走出一条从“唯低价”到“价值导向”、从“同质化竞争”到“创新驱动”、从“单一规则”到“精细化治理”的进阶之路。 第一个阶段，为2020至2022年的启动和深化。首轮集采时，中标冠脉支架的企业平均降幅达93%，展露出“以量换价”核心逻辑。之后，集采范围从冠脉支架拓展到人工关节、脊柱类等骨科品种规则上开始探索分组竞价，兼顾不同企业供应能力。 第二个阶段，为2023至2025年的个性探索。常态化的集采延续品类覆盖，口腔种植体、人工晶体、运动医学类等更多品类被纳入，同时“一品一策”的理念逐渐清晰，针对不同品类设计个性化规则。 第三个阶段，为本轮集采开始的价值升维。细看设计层面，优化分组、差异化比价、锚点价、复活机制等出炉，规则实现系统性升级。一方面，新规构建“稳临床、保质量、反内卷、防围标”框架。另一方面，集采从“低价者得”向“价值判定”转变。 换句话讲，集采的核心逻辑发生转变： 从单纯追求价格下降转向“价格、质量、创新、供应”四维平衡，既减轻患者负担，又保障临床需求与企业创新动力。 进口替代+份额集中 价值升维的背后，是一场多方共赢。本轮集采首次设置“A、B双组+复活机制”，给国产龙头留出“以价换量”并保利润的空间。 在此规则下，乐普医疗6款产品全线入围，冠脉球囊均价2678元，较最高有效申报价5600元下降52%，但较集采前终端价仍有20%左右毛利缓冲。外周药物球囊的竞标中，归创医疗以A组第一名中标，报价虽未披露，但市场测算其降...

格隆汇1月29日｜印度航空宣布向波音公司增购20架737-8型及10架737-10型飞机，该订单将纳入其2023年与波音签订的220架飞机采购协议中。印度航空同时与波音就其787机队签署了多年期零部件服务协议。

财联社1月29日讯（编辑 史正丞） 在中东地缘风险、市场炒作热情等因素共振下，全球热钱继续涌入实物资产。北京时间周四晚间，国际铜价领头大涨并再创历史新高，亦推动黄金、白银再创新高。 截至发稿，经历午后亚盘时段的强劲拉升后，伦铜涨幅维持在6%上方，日内 历史首次突破14000万美元/吨 。现货黄金一度迫近每盎司5600美元关口，现货白银日内也曾历史首次摸到120美元。 除了铜，伦敦金属交易所的镍、锌、铝、铅和锡价均在周四上涨。追踪这6种金属的 伦敦金属交易所每日指数已经接近其2022年创下的纪录高位 。 （伦敦金属交易所每日指数月线图，来源：TradingView） 与黄金不同，过往铜的交易逻辑主要源自工业需求，但在这一轮金属投资狂潮中，铜的暴涨也受到前所未有的投资和投机需求入市支撑。以贵金属ETF产品闻名的美国Sprott资管称，今年美股市场的铜ETF迎来了“爆炸式”资金流入， 1月迄今已实现12亿美元的净流入，而去年全年只有4.26亿美元 。 英国投行Panmure Gordon分析师汤姆·普莱斯表示，金属价格的上涨属于“新风险主导的动量交易”，例如特朗普威胁接管格陵兰岛以及关于美联储独立性的质疑。 普莱斯补充称：“人们其实并不真正明白那些事意味着什么，但他们觉得风险很高，因此希望保护自己的资本，于是 开始增持黄金和白银 。由于那些金属的价格也已经处在高位， 所以他们转而买入铜 。” 创纪录的金属价格也推高了全球矿业公司的股价。正在交易的欧股市场中，波兰矿业公司KGHM日内涨超8%、智利安托法加斯塔涨超7%，均创 历史新高 。英美资源、嘉能可也涨超3%，创2022年初以来 新高 。 （KGHM、安托法加斯塔齐创新高，来源：TradingView） 美股开盘前，麦克莫兰铜金盘前涨近5%，必和必拓涨超3%、南方铜业涨近5%，开盘后都将再创 历史新高 。 （麦克莫兰铜金月线图，来源：TradingView） 由于过去多年的投资不足，全球铜产能的下降趋势也对这一轮炒作提供了支持。矿业公司嘉能可、安托法加斯塔均在周四报告称 2025年的铜产量同比下降 。 不过在普莱斯看来，实物金属通常会比股票更安全。他说：“矿业公司的价值在很大程度上取决于它向市场交付的商品，因此股票中附带着执行风险，即矿山运营过程中出现的挑战，以及管理相关的风险。”

格隆汇1月29日｜据科创板日报，三星移动体验执行副总裁Seong Cho确认公司将在2026年推出“下一代AR眼镜”。Seong Cho强调，这款AR眼镜的核心卖点，是通过全新的产品形态，提供丰富且沉浸式的多模态AI体验。

Parker-Hannifin press release ( PH ): Q2 Non-GAAP EPS of $7.65 beats by $0.48 . Revenue of $5.17B (+9.1% Y/Y) beats by $100M . Organic sales increased 6.6%. Segment operating margin was 23.9%, an increase of 180 bps, or 27.1% adjusted, an increase of 150 bps. Outlook Guidance for the fiscal year ending June 30, 2026 has been increased: Reported sales growth has been increased to the range of 5.5% to 7.5% (prior 4.0% to 7.0%) estimated growth of 6.32% Y/Y . Organic sales growth of approximately 5% at the midpoint, acquisitions of approximately 1%, previously completed divestitures of approximately 1%, and favorable currency of 1.5%. Segment operating margin outlook has been increased to the range of 23.7% to 24.1%, or 27.0% to 27.4% on an adjusted basis. EPS guidance has been increased to the range of $26.26 to $26.86, or $30.40 to $31.00 on an adjusted basis (prior $29.60 to $30.40) consensus of $30.33 . More on Parker-Hannifin Parker-Hannifin: One Of The Best Around... And Priced Like It Buying Quality At Any Price Rarely Ends Well: The Parker-Hannifin Case Parker-Hannifin: Turning Into An Acquisition Machine Parker-Hannifin Q2 2026 Earnings Preview Key deals this week: Merck, Day One Biopharmaceutical, ABN AMRO, Revvity, Centerspace and more

據報鄭家純家族考慮出讓新世界發展控制權予黑石集團。 《彭博》引述知情人士報道，美國私募投資公司黑石集團，正與鄭家純家族進行深入談判，成為新世界發展最大單一股東，並接近達成協議。意味目前持有新世界四成半股權的鄭家純家族，可能放棄控制權。 報道指，黑石將對新世界進行重組，並繼續嘗試出售資產，以改善財務狀況。目前仍未清楚交易完成後，黑石將持有多少新世界發展股權。