08.38 GMT Morning opening: Denmark 'slightly more optimistic' about resolving US Greenland interest Jakub Krupa Danish foreign minister Lars Løkke Rasmussen revealed he had “constructive” talks with the US over Greenland last night, saying that he is “slightly more optimistic today than a week ago” that a solution can be found. No wonder: it’s a week since US president Donald Trump delivered that ...
08.38 GMT Morning opening: Denmark 'slightly more optimistic' about resolving US Greenland interest Jakub Krupa Danish foreign minister Lars Løkke Rasmussen revealed he had “constructive” talks with the US over Greenland last night, saying that he is “slightly more optimistic today than a week ago” that a solution can be found. No wonder: it’s a week since US president Donald Trump delivered that rambling Davos speech in which he repeatedly stated he needed to take control of Greenland. Confirming hints from US state secretary Marco Rubio last night (Europe Live yesterday), Rasmussen said the pair met in Washington for further talks, putting them back on track with the process they agreed on two weeks ago. “After that, there was a major detour, things were escalating, but now we are back on track,” he said. Rubio told the US Congress last night that the low-profile format hoped to avoid “a media circus” around the talks – with more to come. Rasmussen didn’t answer specific questions about what was covered in talks, sticking to the line that they focused on what can be done to meet US security interests without violating Denmark’s red lines on territory and sovereignty. He will no doubt offer a bit more detail behind the closed doors as EU foreign ministers meet in Brussels this morning to go through a busy agenda covering the world on fire in Greenland, Ukraine, the Middle East, and other parts of the world. I will keep an eye on what others ministers will say arriving for talks. Separately, German chancellor Friedrich Merz is delivering a major foreign policy speech in the Bundestag this morning. I will bring you the key lines here, too. I will also look at the latest on Ukraine and Russia, including a rare late night violation of Polish airspace by weather balloons from Belarus. Lots for us to cover. It’s Thursday, 29 January 2026, it’s Jakub Krupa here, and this is Europe Live. Good morning.
AustralianSuper Pty Ltd lowered its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 32.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 632,765 shares of the semiconductor company's stock after selling 300,148 shares during the period. Taiwan Semiconductor ...
AustralianSuper Pty Ltd lowered its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 32.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 632,765 shares of the semiconductor company's stock after selling 300,148 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 0.8% of AustralianSuper Pty Ltd's holdings, making the stock its 25th largest holding. AustralianSuper Pty Ltd's holdings in Taiwan Semiconductor Manufacturing were worth $176,725,000 at the end of the most recent quarter. Other hedge funds also recently added to or reduced their stakes in the company. Heartwood Wealth Advisors LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the third quarter valued at approximately $32,000. Resources Management Corp CT ADV bought a new position in Taiwan Semiconductor Manufacturing in the second quarter worth approximately $32,000. Mid American Wealth Advisory Group Inc. purchased a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth $33,000. First Command Advisory Services Inc. boosted its position in Taiwan Semiconductor Manufacturing by 174.1% during the 2nd quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company's stock valued at $36,000 after acquiring an additional 101 shares in the last quarter. Finally, Fairman Group LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 171.2% in the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company's stock valued at $39,000 after acquiring an additional 89 shares during the period. 16.51% of the stock is owned by hedge funds and other institutional investors. Get TSM alerts: Sign Up Trending Headlines about Taiwan Semiconductor Manufacturing Here are the key news stories impacting Taiwan Semiconductor Manufac...
Traders work on the floor of the New York Stock Exchange (NYSE) on Jan. 28, 2026 in New York City. Spencer Platt | Getty Images U.S. Treasury yields rose on Thursday as investors assessed the U.S. Federal Reserve's decision to hold interest rates steady. The 10-year Treasury yield rose more than one basis point to 4.267%, while yields on the 2-year Treasury note remained steady at around 3.584%. T...
Traders work on the floor of the New York Stock Exchange (NYSE) on Jan. 28, 2026 in New York City. Spencer Platt | Getty Images U.S. Treasury yields rose on Thursday as investors assessed the U.S. Federal Reserve's decision to hold interest rates steady. The 10-year Treasury yield rose more than one basis point to 4.267%, while yields on the 2-year Treasury note remained steady at around 3.584%. The 30-year Treasury yield rose about three basis points to 4.89%. One basis point is equivalent to 0.01%. Yields and prices move in opposite directions. On Wednesday at its January meeting, the Fed left rates unchanged at 3.5%–3.75%, ending a recent run of interest rate cuts , as the central bank navigates questions about its independence and awaits a new leader. Afonso Borges, fixed income analyst at Julius Baer, said the Fed's pause was expected, having delivered three "insurance" rate cuts late last year. While dissenting votes emerged, including Governor Waller's call for a 25-basis-point cut, Borges said these do not threaten Fed independence, as a stable majority of policymakers remain insulated from political pressure. Julius Baer continues to see sufficient signs of labor-market weakness to justify a cumulative 50-basis-point rate cut in the first half of 2026, more than markets currently price in, and reiterated its slight overweight stance on U.S. fixed income, noting that prolonged Fed pauses followed by cuts have historically supported stronger returns further out on the yield curve.
(RTTNews) - Asian stocks ended mixed on Thursday, recovering some lost ground after a sluggish start as U.S.-Iran tensions escalated and tech earnings proved to be a mixed bag. U.S. President Donald Trump has warned Iran that "time is running out" to negotiate a deal on its nuclear program following the steady build-up of U.S. military forces in the Gulf. In response, Iran's Foreign Minister Abbas...
(RTTNews) - Asian stocks ended mixed on Thursday, recovering some lost ground after a sluggish start as U.S.-Iran tensions escalated and tech earnings proved to be a mixed bag. U.S. President Donald Trump has warned Iran that "time is running out" to negotiate a deal on its nuclear program following the steady build-up of U.S. military forces in the Gulf. In response, Iran's Foreign Minister Abbas Araghchi said the country's armed forces were ready "with their fingers on the trigger" to "immediately and powerfully respond" to any aggression by land or sea. Meanwhile, all eyes are now on Apple after Microsoft's quarterly results highlighted rising costs linked to heavy AI investment. The dollar weakened, halting Wednesday's bounce, as concerns over the Federal Reserve's independence, combined with ongoing fiscal pressures and tariff worries overshadowed comments from U.S. Treasury secretary Scott Bessent that Washington was still pursuing a "strong dollar policy". 10-year Treasury yields moved higher after the Federal Reserve kept interest rates unchanged and upped its assessment of the U.S. economy. Gold jumped more than 2 percent to touch a new peak above $5,550 an ounce, prompting some experts to raise yellow flags about what comes next. Oil extended a recent rally, driven by a weaker dollar, looming Iran concerns and disruption to crude production and exports from the U.S. Gulf Coast. China's Shanghai Composite index edged up by 0.16 percent to 4,157.98, with real estate stocks surging after reports emerged that Chinese property developers are no longer required to report monthly data related to the country's "three red lines" policy. Hong Kong's Hang Seng index rose 0.51 percent to 27,968.09. Japanese markets swung between gains and losses before closing on a flat note. The Nikkei average finished marginally higher at 53.375.60 as government bonds showed mixed movement and the yen's sudden strength revived carry-trade unwind fears. The broader Topix index closed...
In January 2026, Qualcomm filed its proxy statement urging shareholders to vote against proposals to lower the ownership threshold for calling special meetings and to require a detailed report on its China-related business risks, while also affirming a US$0.89 quarterly dividend and announcing an upcoming board departure. At the same time, Qualcomm’s push into on-device AI through investments and ...
In January 2026, Qualcomm filed its proxy statement urging shareholders to vote against proposals to lower the ownership threshold for calling special meetings and to require a detailed report on its China-related business risks, while also affirming a US$0.89 quarterly dividend and announcing an upcoming board departure. At the same time, Qualcomm’s push into on-device AI through investments and collaborations such as SpotDraft and Lantronix, alongside attention from high-profile investors, is sharpening the market’s focus on how its AI capabilities extend beyond smartphones into legal, defense, and edge-computing applications. We’ll now examine how Qualcomm’s expanding on-device AI partnerships and product focus influence its investment narrative following the recent share price decline. We've found . See the full list for free. Advertisement What Is QUALCOMM's Investment Narrative? For Qualcomm, the big-picture belief is that its core wireless and licensing engine can keep funding a measured shift into on-device AI across phones, PCs, cars, and specialized edge systems. The recent proxy fight over special meeting thresholds and a China risk report looks more like governance noise than a change to near-term catalysts, which still hinge on the February 4 earnings print, handset demand guidance, and evidence that new AI partnerships like SpotDraft and Lantronix can translate into design wins beyond smartphones. The affirmed US$0.89 dividend reinforces capital-return consistency, even as the stock’s recent pullback and mixed analyst targets highlight how split the market is on AI monetization versus handset and China exposure. For now, the governance proposals do not appear material to the main risks or drivers. Exploring Other Perspectives QCOM 1-Year Stock Price Chart However, growing geopolitical and customer-concentration risks around China are information investors should not overlook. Despite retreating, QUALCOMM's shares might still be trading 6% above their f...
Tesla, Inc. is officially sunsetting two of the most iconic vehicles in its history. During the Q4 2025 Earnings Call, CEO Elon Musk confirmed that Tesla will discontinue the Model S sedan and Model X SUV by Q2 2026, marking the end of the company’s original luxury lineup and underscoring a decisive shift toward artificial intelligence, autonomy, and robotics. Musk described the decision as an “ho...
Tesla, Inc. is officially sunsetting two of the most iconic vehicles in its history. During the Q4 2025 Earnings Call, CEO Elon Musk confirmed that Tesla will discontinue the Model S sedan and Model X SUV by Q2 2026, marking the end of the company’s original luxury lineup and underscoring a decisive shift toward artificial intelligence, autonomy, and robotics. Musk described the decision as an “honorable discharge,” a phrase that quickly resonated across Wall Street and the Tesla community. The wording signaled respect for the legacy of the Model S and Model X while making clear that Tesla, Inc. is exiting the low-volume luxury hardware segment to focus on higher-impact technologies. The End of Tesla’s Luxury Flagships The Model S, introduced in 2012, redefined electric performance sedans and helped establish Tesla as a disruptive force in the auto industry. The Model X followed with its distinctive Falcon-wing doors, pushing the boundaries of electric SUV design. For years, Model S and Model X served as Tesla’s technological halo products. However, by 2025, their strategic importance had faded. Tesla consolidated Model S and Model X into the “Other Models” category, signaling reduced priority. According to disclosures during the Q4 2025 Earnings Call, the category, including the Cybertruck, delivered only around 11,642 units in the quarter, highlighting a steep sales decline that accelerated the decision to wind down production. The “Farewell Tour” and a Strategic Wind-Down Analysts now view the minor 2025 refreshes to the Model S and Model X, such as new paint options and added bumper cameras, as a calculated “farewell tour.” Rather than competing head-to-head with newer luxury EVs from Lucid Motors or Rivian, Tesla opted for a controlled exit. Elon Musk emphasized that continuing to allocate engineering and manufacturing resources to low-volume vehicles no longer aligns with Tesla, Inc.’s long-term objectives, especially as the company prioritizes autonomy and AI...
International Business Machines Corp. is selling dollar and euro bonds as the company kicks off what’s expected to be a multi-billion wave of borrowing from the tech sector in 2026. The corporate is marketing a five-part dollar offering , across three, five, seven, 10 and 30 year tranches, according to a person familiar with the matter who asked not to be identified. It’s coming hot on the heels o...
International Business Machines Corp. is selling dollar and euro bonds as the company kicks off what’s expected to be a multi-billion wave of borrowing from the tech sector in 2026. The corporate is marketing a five-part dollar offering , across three, five, seven, 10 and 30 year tranches, according to a person familiar with the matter who asked not to be identified. It’s coming hot on the heels of an up to €3.5 billion ($4.2 billion) four-part euro sale that it started earlier on Thursday, according to a separate person familiar with the matter. It’s first euro deal in about a year has maturities spanning from a two-year floating-rate note to a 12-year bond. Investor bids have surpassed €17.7 billion, the person said. A rush of debt sales from Big Tech and so-called hyperscalers is expected to flood credit markets globally this year, as the firms turn to debt to fund their expansion of artificial intelligence and data center building. Meta Platforms Inc. said it would invest as much as $135 billion this year in AI infrastructure, well above estimates, when it announced its earnings on Wednesday. Microsoft Corp. also announced increased spending plans. IBM’s AI-related bookings have topped $12.5 billion since mid-2023, the Armonk, New York-based company said this week, up from $9.5 billion at its previous earnings update. Just over 80% of that total comes from its consulting business, with the remainder from software, Chief Financial Officer Jim Kavanaugh said in an interview. Some debt investors are wary about the potential debt deluge. “This pattern is starting to look uncomfortably similar to the telecoms issuance cycle around the turn of the millennium, when issuance accelerated rapidly to fund capex, ultimately contributing to sector-specific spread widening,” said Bryn Jones , head of fixed income at Rathbones Asset Management. “We believe a similar dynamic may emerge in certain technology subsectors this year, particularly as they become a larger weight withi...