Oselote/iStock via Getty Images Shares of Sabre Corporation ( SABR ) have seen a dreadful performance as shares of the travel technology business have fallen to lows of just $1 and change. This marks a dreadful performance from an IPO price at roughly 10 times that amount, in an offering that took place more than ten years ago. This situation has been the outcome of a period of underperforming business performance and a toxic combination of too much debt. Improvements in the core business and a substantial divestment and reasonable prices create some air and time, as investors are no believers in a turnaround, even as some minor green shoots are appearing here. An Issue Of Debt & Stagnation Sabre Corp provides trust to the travel ecosystem, being the center of an ecosystem that connects travel suppliers, travel sellers, IT solutions, distribution, and travel buyers. The business generated about $3.0 billion in sales in 2024 from providing such solutions, and while this number was up minimally, adjusted EBITDA margins improved more than 5 points to 17% of sales. Instrumental in this is a $2.7 billion travel solutions business, with the distribution-part of this involving some 363 million bookings, on which average booking fees approached $6 per share, while the IT solutions served nearly 700 million passengers that year. The second, and much smaller, business was a $327 million hospitality solutions business, barely making up over 10% of sales, with this business, among others, handling 128 million central reservation system transactions. While such numbers look impressive, the issue is that this was already a $3 billion business a decade ago, with revenues peaking at $4 billion pre-pandemic, as the company never recovered. While nominal sales are similar to a decade ago, the issue is that of real revenue declines, factoring in the impact of inflation. This was seen with GAAP operating profit margins falling from the higher-teens to the lower-teens. Worse, about 40% ...

In this article NOW Follow your favorite stocks CREATE FREE ACCOUNT ServiceNow CEO Bill McDermott looks on during an "Invest America" roundtable discussion with US President Donald Trump in the State Dining Room of the White House in Washington, DC on June 9, 2025. Brendan Smialowski | AFP | Getty Images ServiceNow topped Wall Street's fourth-quarter estimates after the bell on Wednesday. Shares fell more than 3%. Here's how the company performed versus LSEG estimates: Earnings per share : 92 cents adjusted vs. 88 cents expected Revenue : $3.57 billion vs. $3.53 billion expected. Revenues grew 20.5% from $2.96 billion in the year-ago period. Net income came in at $401 million, or 38 cents per share, up slightly from $384 million, or 37 cents per share, a year ago. "Hopefully these results continue to demonstrate the fact that the strength of our business really is unwavering, and we're truly a one-of-one company in the software space," finance chief Gina Mastantuono told CNBC. The board also approved $5 billion for share buybacks. ServiceNow is forecasting subscription revenues between $3.65 billion and $3.66 billion in the first quarter and $15.53 billion and $15.57 billion for the 2026 fiscal year. The enterprise software company said its acquisition of artificial intelligence company Moveworks will contribute 100 basis points to full-year and first-quarter subscription revenue growth and first-quarter current remaining performance obligations growth, which accounts for backlog. Read more CNBC tech news Apple, Google host dozens of AI 'nudify' apps like Grok, report finds Blockbuster social media trial kicks off, with more to come this year Meta inks deal to pay Corning up to $6 billion for fiber-optic cables in AI data centers TikTok blames data center outages for U.S. app problems, denies censorship claims The company is in the middle of a major spending spree to boost its AI and security capabilities as it positions itself as an "AI control tower" for businesse...

SL Green Realty press release ( SLG ): Q4 FFO of $1.13 misses by $0.02 . Revenue of $276.47M (+12.4% Y/Y). Net loss attributable to common stockholders of $1.49 per share for the fourth quarter of 2025 and net loss attributable to common stockholders of $1.61 per share for the year ended December 31, 2025, as compared to net income of $0.13 per share and $0.08 per share, respectively, for the same periods in 2024. More on SL Green Realty SL Green Realty: The Market Is Still Too Pessimistic While Fundamentals Improve SL Green Realty Corp. (SLG) Analyst/Investor Day - Slideshow SL Green Realty Corp. (SLG) Analyst/Investor Day Transcript SL Green Realty Q4 2025 Earnings Preview SL Green Realty announces sale of 49% stake in 100 Park Avenue tower to Rockpoint

IBM ( IBM ) shares rose 4.5% in extended trading on Wednesday after the tech company reported fourth-quarter results and guidance for the coming fiscal year that topped Wall Street's estimates. For the period ending Dec. 31, IBM said it earned an adjusted $4.52 per share as revenue rose 12% year-over-year to come in at $19.69B. Software revenue for the period was $9.03B, while consulting, infrastructure, and financing generated sales of $5.35B, $5.13B, and $179M, respectively. Other revenue accounted for a $5M loss in the quarter. The Armonk, N.Y.-based company added that free cash flow during the period was $7.55B, up 23% year-over-year, and above the $6.85B estimate. Full-year free cash flow was $14.7B. A consensus of analysts expected IBM to earn $4.31 per share on $19.21B in revenue. IBM also said that its generative AI book of business is now more than $12.5B. “In the fourth quarter, we delivered strong revenue growth, with double-digit software performance,” said Arvind Krishna, IBM Chairman, President, and CEO, in a statement . “Additionally, Infrastructure continued its double-digit revenue growth with the robust adoption of the next generation of our mainframe platform.” Krishna continued: “We enter 2026 with momentum and in a position of strength, giving us confidence in our full-year expectations of more than 5 percent constant currency revenue growth and an increase of about $1 billion in year-over-year free cash flow.” Looking ahead, IBM said it expects 2026 revenue growth in constant currency to be above 5%, compared to analyst estimates of 4.12% growth. Full-year free cash flow is expected to increase by about $1B year-over-year. Stone Fox Capital , Investing Group Leader for Out Fox The Street, said the results were about as expected. However, there is a concern that the generative AI book only grew 5%, which he believes reinforces “the theory of growth built on deals and the gen AI business mostly replacing legacy consulting sales.” The company will...

格隆汇1月29日｜Meta Platforms(META.O)2025年Q4净利润227.68亿美元，市场预期209.9亿美元，上年同期208.38亿美元。

伊朗最高领袖哈梅内伊的政治顾问阿里（BABA）.沙姆哈尼28日晚在社交媒体发文说，一旦美方采取任何军事行动，伊朗将立即反击，打击以色列核心区域。沙姆哈尼用英语、希伯来语等多种语言发文说，所谓美国将采取“有限打击”的说法是一种“幻觉”；伊朗将把任何来自美国的军事行动视为战争开始，并立即实施全面且空前的反击，目标是“特拉维夫的心脏”和所有支持侵略的相关方。近期，美国多次威胁对伊朗进行军事干涉。美国总统特朗普28日早些时候称，一支庞大的舰队正前往伊朗，希望伊朗能够迅速坐到谈判桌前，并就一项“对各方都有利的协议”进行谈判。他还强调，伊朗不能拥有核武器。(新华社)

Technology giant Microsoft (NASDAQ:MSFT) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 16.7% year on year to $81.27 billion. Its GAAP profit of $5.16 per share was 34.1% above analysts’ consensus estimates. Is now the time to buy Microsoft? Find out by accessing our full research report, it’s free. Microsoft (MSFT) Q4 CY2025 Highlights: Revenue: $81.27 billion vs analyst estimates of $80.32 billion (1.2% beat) $81.27 billion vs analyst estimates of $80.32 billion (1.2% beat) Operating Profit (GAAP): $38.28 billion vs analyst estimates of $36.62 billion (4.5% beat) $38.28 billion vs analyst estimates of $36.62 billion (4.5% beat) EPS (GAAP): $5.16 vs analyst estimates of $3.85 (34.1% beat, non-GAAP EPS was $4.14 excluding OpenAI impacts) $5.16 vs analyst estimates of $3.85 (34.1% beat, non-GAAP EPS was $4.14 excluding OpenAI impacts) Intelligent Cloud Revenue: $0.02 vs analyst estimates of $32.34 billion (1.8% beat, Azure constant-current growth of 38% year-on-year) $0.02 vs analyst estimates of $32.34 billion (1.8% beat, Azure constant-current growth of 38% year-on-year) Business Software Revenue: $34.12 billion vs analyst estimates of $33.46 billion (2% beat) $34.12 billion vs analyst estimates of $33.46 billion (2% beat) Personal Computing Revenue: $14.25 billion vs analyst estimates of $15.77 billion (9.7% miss) $14.25 billion vs analyst estimates of $15.77 billion (9.7% miss) Gross Margin: 68%, in line with the same quarter last year 68%, in line with the same quarter last year Operating Margin: 47.1%, up from 45.5% in the same quarter last year 47.1%, up from 45.5% in the same quarter last year Free Cash Flow Margin: 7.2%, down from 9.3% in the same quarter last year 7.2%, down from 9.3% in the same quarter last year Market Capitalization: $3.57 trillion Revenue Growth Microsoft proves that huge, scaled companies can still grow quickly. The company’s revenue base of $153.3 billion five years ago has nearly doubled to $305.5 bil...

In this video, I will cover two beaten-down stocks that look ready to bounce back on any good news. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of Jan. 23, 2026. The video was published on Jan. 25, 2026. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Should you buy stock in Novo Nordisk right now? Before you buy stock in Novo Nordisk, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Novo Nordisk wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $461,527!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,155,666!* Now, it’s worth noting Stock Advisor’s total average return is 950% — a market-crushing outperformance compared to 197% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of January 28, 2026. Neil Rozenbaum has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends ServiceNow. The Motley Fool recommends Novo Nordisk. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. The views and opinions expressed herein are the views and opinions of the author an...

Key Points Houston, Texas-based Prosperity Bancshares will acquire Houston, Texas-based Stellar Bancorp to create a $54 billion asset bank. The deal is valued at approximately $2 billion and implies a share price of $39.08 for Stellar Bancorp. The combined entity is expected to generate strong returns, although it will result in significant dilution to Prosperity's tangible book value. 10 stocks we like better than Prosperity Bancshares › The wave of bank mergers and acquisitions continued today. Prosperity Bancshares (NYSE: PB) announced an agreement to acquire Stellar Bancorp (NYSE: STEL), creating a $54 billion-asset bank with a strong presence in the fast-growing Houston, Texas market. 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 » Prosperity Bancshares will pay roughly $2 billion to acquire Stellar in a part-cash, part-stock transaction, with 70% of the value in stock. The total purchase has an implied value of $39.08 per Stellar share. Stellar shares traded roughly 12% higher, as of this writing. Two directors from Stellar's board of directors will also be added to Prosperity's board, and key Stellar executives will be retained. The pro forma bank will have the number one deposit market share in Beaumont County and the number five deposit market share in Houston. Stellar also brings a significant amount of commercial real estate and commercial and industrial loans to Prosperity, which has a large residential mortgage portfolio. Is the acquisition a smart financial decision for Prosperity? In today's banking landscape, many banks believe they need to grow to better compete with the largest banks in terms of technology and regulatory compliance. The deal certainly has merit, given the strong overlap in Houston and the pro forma bank's projected return metrics. The acquisition of Stellar is projected to be over 9% accretive to Prosperity's earnings in 2027, and Prosperity will...

Bloomberg's Tom Keene and Jonathan Ferro break down Fed Chair Jerome Powell's comments to reporters after the Federal Reserve elected to keep rates steady amid political turmoil. The decision is the first one since Powell was served a grand jury subpoena in connection with a DOJ investigation into the fed. Two members of the FOMC, Christopher Waller and Stephen Miran, dissented in favor of a quarter-point cut. (Source: Bloomberg)

Houlihan Lokey press release ( HLI ): Q3 Non-GAAP EPS of $1.94 beats by $0.07 . Revenue of $717M (+13.1% Y/Y) beats by $13.08M . For the third quarter ended December 31, 2025, revenues were $717 million, compared with $634 million for the third quarter ended December 31, 2024. For the third quarter ended December 31, 2025, Corporate Finance (“CF”) revenues increased 12%, Financial Restructuring (“FR”) revenues increased 19%, and Financial and Valuation Advisory (“FVA”) revenues increased 6%, in each case, when compared with the third quarter ended December 31, 2024. More on Houlihan Lokey Houlihan Lokey, Inc. (HLI) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript Houlihan Lokey: Valuation Has Become More Attractive (Rating Upgrade) Houlihan Lokey, Inc. 2026 Q2 - Results - Earnings Call Presentation Houlihan Lokey Q3 2026 Earnings Preview Houlihan Lokey strengthens European footprint via Audere and Mellum deals

Annaly Capital Management press release ( NLY ): Q4 Non-GAAP EPS of $0.74 beats by $0.01 . GAAP net income of $1.40 per average common share for the quarter Economic return of 8.6% for the fourth quarter and 20.2% for the full year 2025 Book value per common share of $20.21 GAAP leverage of 7.2x, up from 7.1x in the prior quarter; economic leverage of 5.6x, down from 5.7x in the prior quarter More on Annaly Capital Management 14% Yield And Monthly Payments: Why I Prefer Dynex Over Annaly Capital Annaly Capital: The 12% Yield Appears Legit Annaly Capital: A Double-Digit Dividend Yield That Actually Looks Covered Annaly Capital Management Q4 2025 earnings preview: What to expect Earnings week ahead: TSLA, META, MSFT, AAPL, T, BA, V, MA, GM, CVX, XOM, and more

Seeking Alpha More on IBM IBM Earnings Preview: Operating Margin Is Slowly Expanding IBM Q4 Earnings Preview: Expecting Strong Numbers Of Reformed Business IBM Was 'Boring' - It's Now An AI Growth Machine IBM Non-GAAP EPS of $4.52 beats by $0.23, revenue of $19.69B beats by $480M IBM Q4 earnings preview: Software, infrastructure growth and free cash flow in focus

Technology giant Microsoft (NASDAQ:MSFT) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 16.7% year on year to $81.27 billion. Its GAAP profit of $5.16 per share was 34.1% above analysts’ consensus estimates. Is now the time to buy Microsoft? Find out in our full research report. Microsoft (MSFT) Q4 CY2025 Highlights: Revenue: $81.27 billion vs analyst estimates of $80.32 billion (1.2% beat) Operating Profit (GAAP): $38.28 billion vs analyst estimates of $36.62 billion (4.5% beat) EPS (GAAP): $5.16 vs analyst estimates of $3.85 (34.1% beat, non-GAAP EPS was $4.14 excluding OpenAI impacts) Intelligent Cloud Revenue: $0.02 vs analyst estimates of $32.34 billion (1.8% beat, Azure constant-current growth of 38% year-on-year) Business Software Revenue: $34.12 billion vs analyst estimates of $33.46 billion (2% beat) Personal Computing Revenue: $14.25 billion vs analyst estimates of $15.77 billion (9.7% miss) Gross Margin: 68%, in line with the same quarter last year Operating Margin: 47.1%, up from 45.5% in the same quarter last year Free Cash Flow Margin: 7.2%, down from 9.3% in the same quarter last year Market Capitalization: $3.57 trillion Revenue Growth Microsoft proves that huge, scaled companies can still grow quickly. The company’s revenue base of $153.3 billion five years ago has nearly doubled to $305.5 billion in the last year, translating into an exceptional 14.8% annualized growth rate. Over the same period, Microsoft’s big tech peers Amazon, Alphabet, and Apple put up annualized growth rates of 14.1%, 18.1%, and 9.8%, respectively. Comparing the four is relevant because investors often pit them against each other to derive their valuations. With these benchmarks in mind, we think Microsoft’s price is attractive. Quarterly Revenue of Big Tech Companies Long-term growth reigns supreme in fundamentals, but for big tech companies, a half-decade historical view may miss emerging trends in AI. Microsoft’s annualized revenue growth o...

Technology giant Microsoft (NASDAQ:MSFT) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 16.7% year on year to $81.27 billion. Its GAAP profit of $5.16 per share was 34.1% above analysts’ consensus estimates. Is now the time to buy Microsoft? Find out in our full research report. Microsoft (MSFT) Q4 CY2025 Highlights: Revenue: $81.27 billion vs analyst estimates of $80.32 billion (1.2% beat) Operating Profit (GAAP): $38.28 billion vs analyst estimates of $36.62 billion (4.5% beat) EPS (GAAP): $5.16 vs analyst estimates of $3.85 (34.1% beat, non-GAAP EPS was $4.14 excluding OpenAI impacts) Intelligent Cloud Revenue: $0.02 vs analyst estimates of $32.34 billion (1.8% beat, Azure constant-current growth of 38% year-on-year) Business Software Revenue: $34.12 billion vs analyst estimates of $33.46 billion (2% beat) Personal Computing Revenue: $14.25 billion vs analyst estimates of $15.77 billion (9.7% miss) Gross Margin: 68%, in line with the same quarter last year Operating Margin: 47.1%, up from 45.5% in the same quarter last year Free Cash Flow Margin: 7.2%, down from 9.3% in the same quarter last year Market Capitalization: $3.57 trillion Revenue Growth Microsoft proves that huge, scaled companies can still grow quickly. The company’s revenue base of $153.3 billion five years ago has nearly doubled to $305.5 billion in the last year, translating into an exceptional 14.8% annualized growth rate. Over the same period, Microsoft’s big tech peers Amazon, Alphabet, and Apple put up annualized growth rates of 14.1%, 18.1%, and 9.8%, respectively. Comparing the four is relevant because investors often pit them against each other to derive their valuations. With these benchmarks in mind, we think Microsoft’s price is attractive. Quarterly Revenue of Big Tech Companies Long-term growth reigns supreme in fundamentals, but for big tech companies, a half-decade historical view may miss emerging trends in AI. Microsoft’s annualized revenue growth o...

Technology giant Microsoft MSFT reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 16.7% year on year to $81.27 billion. Its GAAP profit of $5.16 per share was 34.1% above analysts’ consensus estimates. Microsoft (MSFT) Q4 CY2025 Highlights: Revenue: $81.27 billion vs analyst estimates of $80.32 billion (1.2% beat) Operating Profit (GAAP): $38.28 billion vs analyst estimates of $36.62 billion (4.5% beat) EPS (GAAP): $5.16 vs analyst estimates of $3.85 (34.1% beat, non-GAAP EPS was $4.14 excluding OpenAI impacts) Intelligent Cloud Revenue: $0.02 vs analyst estimates of $32.34 billion (1.8% beat, Azure constant-current growth of 38% year-on-year) Business Software Revenue: $34.12 billion vs analyst estimates of $33.46 billion (2% beat) Personal Computing Revenue: $14.25 billion vs analyst estimates of $15.77 billion (9.7% miss) Gross Margin: 68%, in line with the same quarter last year Operating Margin: 47.1%, up from 45.5% in the same quarter last year Free Cash Flow Margin: 7.2%, down from 9.3% in the same quarter last year Market Capitalization: $3.57 trillion Revenue Growth Microsoft proves that huge, scaled companies can still grow quickly. The company’s revenue base of $153.3 billion five years ago has nearly doubled to $305.5 billion in the last year, translating into an exceptional 14.8% annualized growth rate. Over the same period, Microsoft’s big tech peers Amazon, Alphabet, and Apple put up annualized growth rates of 14.1%, 18.1%, and 9.8%, respectively. Comparing the four is relevant because investors often pit them against each other to derive their valuations. With these benchmarks in mind, we think Microsoft’s price is attractive. Long-term growth reigns supreme in fundamentals, but for big tech companies, a half-decade historical view may miss emerging trends in AI. Microsoft’s annualized revenue growth of 15.9% over the last two years is above its five-year trend, suggesting its demand was strong and recently accelerated. ...

Microsoft Q2 earnings beat on top and bottom lines as cloud revenue tops $50 billion, but stock falls Yahoo Finance UK

United Rentals press release ( URI ): Q4 Non-GAAP EPS of $11.09 misses by $0.71 . Revenue of $4.21B (+2.7% Y/Y) misses by $30M . Shares -0.46% . Share Repurchase Programs 11 As of December 31, 2025, $350 million of authorization remained on the company’s existing $2.0 billion share repurchase program, which the company expects to complete in the first quarter of 2026. The company’s Board of Directors has authorized a new $5 billion share repurchase program that has no expiration date, and is expected to commence after completion of the current program. The company intends to repurchase $1.5 billion of common stock in 2026, including $1.15 billion under the new program. 2026 Outlook The company provided the following outlook for 2026. 2026 Outlook 2025 Actual Total revenue $16.8 billion to $17.3 billion, vs. $17.08B consensus $16.099 billion Adjusted EBITDA 7 $7.575 billion to $7.825 billion $7.328 billion Net rental capital expenditures after gross purchases $2.85 billion to $3.25 billion, after gross purchases of $4.3 billion to $4.7 billion $2.776 billion net, $4.189 billion gross Net cash provided by operating activities $5.3 billion to $6.1 billion $5.190 billion Free cash flow excluding merger and restructuring related payments 8 $2.15 billion to $2.45 billion $2.186 billion Click to enlarge More on United Rentals United Rentals: Specialty Is Growing Despite Logistics Limitations United Rentals: A Solid Blue-Chip Compounder United Rentals Q4 2025 Earnings Preview Trump bought bonds worth $51M since November Seeking Alpha’s Quant Rating on United Rentals

Berk Ucak Las Vegas Sands Corp. ( LVS ) fell during the postmarket session on Wednesday after the casino operator posted its Q4 earnings report. Revenue jumped 26.9% year-over-year during the quarter to $3.65B to top the consensus expectation. Operating income was $707M, compared to $590 million in the prior year quarter. EPS came in at $0.85 vs. $0.77 consensus and $0.54 a year ago. Consolidated adjusted property EBITDA was $1.41B, vs. $1.32B consensus and $1.11 billion a year ago. Marina Bay Sands did the heavy lifting again with $806M in adjusted property EBITDA. Adjusted property EBITDA as a percentage of net revenue was 38.8% vs. 38.3% a year ago. The Marina Bay Sands had the best mark at 50.3%, followed by The Plaza Macao and Four Seasons Macau at 37.5%. On the balance sheet, Las Vegas Sands ( LVS ) ended the quarter with unrestricted cash balances of $3.84B. As of December 31, total debt outstanding, net of deferred offering costs and original issue discounts, excluding finance leases, was $15.63 billion. Las Vegas Sands ( LVS ) bought back $400M worth of stock during the quarter. "In Macau, our decades-long commitment to making investments that enhance the business and leisure tourism appeal of Macao and support its development as a world center of business and leisure tourism positions us well for future growth," stated CEO Robert Goldstein on the quarter. "We remain enthusiastic about our opportunities to deliver growth in both Singapore and Macao, as we realize the benefits of our market-leading capital investment program," he added. Shares of Las Vegas Sands ( LVS ) fell 6.4% in after-hours trading to $56.71 following the earnings release. More on Las Vegas Sands Las Vegas Sands: 3 Things To Look For In Next Week's Earnings Report Las Vegas Sands Keeps Shining As A Casino Leader In The Asia Market Las Vegas Sands: Fairly Valued, Healthy Outlook Ahead Las Vegas Sands Non-GAAP EPS of $0.85 beats by $0.08, revenue of $3.65B beats by $310M Leaving Las Vegas:...

鲍威尔记者会要点： 1、 货币政策： 鲍威尔表示，从最新的数据来看，很难说当前的政策立场在很大程度上是明显偏紧的。它可能是大致中性的，或者略微偏紧一些。而加息并非任何人对下一步行动的基本假设。 2、 通胀： 通胀风险已经在一定程度上消退。至2025年12月，已经有12个月的核心PCE通胀率达到3%。通胀偏高，在一定程度上体现出关税推高商品价格的影响。通胀预期体现出对2%目标有信心，长期通胀预期与目标保持一致。还无法预先宣布抗击通胀取得胜利。 3、就业： 就业风险已经在一定程度上消退。失业率在一定程度上出现企稳迹象。在经历了逐步走软之后，劳动力市场可能趋于稳定。招聘、职位空缺、薪资增速几乎都没有变化。 4、关税： 关税的大部分影响已经传导至经济，预计关税通胀将在2026年年中消退。如果我们看到关税影响的峰值，表明我们可以放宽政策。 5、美元走软： 不予置评。并没有看到数据表明投资者对冲美元风险。不要过度解读贵金属释放的宏观信息。 6、 财政 ：美国债务路径毫无疑问是不可持续的。 7、 AI与科技： 短期内可能会看到人工智能（AI）消除就业岗位/AI导致岗位被淘汰。 8、 鲍威尔的去留与美联储独立性： 对于5月份主席任期届满之后的去留还没有任何打算。拒绝置评国会山关键共和党人Thom Tillis发誓要阻挠美联储主席提名人的立场；拒绝置评国会山关键共和党人Thom Tillis发誓要阻挠美联储主席提名人的立场；美联储独立性这种立法安排已经让美联储很好地服务于美国；不相信美联储会丧失独立性，我们都强烈致力于维护独立性；美联储理事Lisa Cook遭遇的官司可能是美联储历史上最重大的案件；将建议下一届美联储主席远离政治。 周三，美联储公布货币政策委员会FOMC做出的利率决议，美联储一如市场预期按兵不动。在会后的记者会上，美联储主席鲍威尔表示，加息并非任何人对下一步行动的基本假设。此外，他并未对备受关注的政治议题作出实质性回应。 鲍威尔在开场白中表示，美国经济在进入2026年时具备坚实基础。尽管近期就业增长仍然偏低，但失业率已显示出一定程度的稳定迹象。同时，通胀仍然处于相对较高水平。 在此前连续三次会议中，美联储累计下调政策利率75个基点。鲍威尔表示， 现有指标显示，经济活动仍在以稳健速度扩张。消费者支出表现出韧性，企业固定资产投资持续增长。 相比之下，住房部门的活动仍然疲弱...

Microsoft Corp. ’s spending surged to a record high in the last three months of 2025, sending the shares down amid investor concerns that it will take longer than expected for the company’s AI investments to pay off. Capital expenditures for the period hit $37.5 billion, exceeding analyst estimates for $36.2 billion. Microsoft shares fell about 4% in extended trading after closing at $481.63 in New York. Total sales increased 17% to $81.27 billion during the fiscal second quarter, while profit was $5.16 a share, the company said in a statement on Wednesday. The net income figure was boosted by gains from Microsoft’s investment in OpenAI, which lifted per-share earnings by $1.02. Analysts had expected sales of $80.31 billion and per-share earnings of $3.92. The Azure cloud-computing unit posted a 38% revenue gain during the quarter when adjusting for currency fluctuations, meeting analysts’ projections. The world’s largest software maker has experienced rapid growth in its cloud computing business, thanks in part to a landmark partnership with leading AI startup OpenAI. But despite spending heavily on data centers, Microsoft has struggled to get capacity online quickly enough to meet demand.

Microsoft (MSFT) Drops After Reporting Record Spending on AI Hardware Bloomberg

Celestica press release ( CLS ): Q4 Non-GAAP EPS of $1.89 beats by $0.13 . Revenue of $3.65B (+43.1% Y/Y) beats by $160M . First Quarter of 2026 (Q1 2026) Guidance Q1 2026 Guidance Revenue (in billions) $3.850 to $4.150 vs consensus of $3.65B Adjusted operating margin (non-GAAP)* 7.8% at the mid-point of our revenue and adjusted EPS (non-GAAP) guidance ranges Adjusted EPS (non-GAAP)* (1) $1.95 to $2.15 vs consensus of $1.83 Click to enlarge Shares +2.54% AH.

Meta Platforms (META) stock climbed late Wednesday after the Facebook parent company reported fourth-quarter results that exceeded expectations. Meta said that it earned $8.88 per share for the December-ended quarter, up 11% from a year earlier. That beat the $8.21 per share earnings that analysts polled by FactSet were forecasting. Sales increased 24% to $59.89 billion, compared to analyst estimates of...

Outtake, which makes an agentic cybersecurity platform to help enterprises detect, investigate and take down identity fraud, has raised a $40 million Series B round of funding. While that might not sound like a lot given the huge sums some AI companies are raising, the names involved in this financing reads like a tech industry who’s who. The round was led by ICONIQ’s Murali Joshi, who led the firm’s investments in companies like Anthropic, Datadog, Drata, 1Password, among others. Angels who invested include Microsoft CEO Satya Nadella; Palo Alto Networks CEO Nikesh Arora; Pershing Square Holdings CEO Bill Ackman; Palantir CTO Shyam Sankar; Anduril co-founder Trae Stephens; Former OpenAI VP Bob McGrew; Vercel CEO Guillermo Rauch, and Former AT&T CEO John Donovan. Whew! The reason for the excitement? Outtake, founded in 2023 by a former Palantir engineer, Alex Dhillon, has found a way to automate what has largely been the manual problem of spotting and taking down digital identity posers: impersonation accounts, malicious domains posing as the company’s, rogue apps, fraudulent ads, and more. This problem has grown even more difficult because AI has enabled attackers to be more convincing and faster in their efforts. “We kept hearing whispers in our network about an AI company that was finally solving digital misrepresentation at scale. Honestly, we were skeptical,” Joshi told TechCrunch. “Historically, detection and takedown was (and to some extent even today) a manual, human-intensive process that couldn’t keep up with the speed of the internet.” But once Iconiq looked at the product and did its due diligence with customers, the investor became a believer, he said. “They’ve turned a ‘human problem’ into a ‘software problem.’ Seeing AI take down digital frauds in real-time is a game-changer for brand safety,” he said. Techcrunch event Disrupt 2026 Tickets: One-time offer Tickets are live! Save up to $680 while these rates last, and be among the first 500 registrants ...

Outtake, which makes an agentic cybersecurity platform to help enterprises detect, investigate and take down identity fraud, has raised a $40 million Series B round of funding. While that might not sound like a lot given the huge sums some AI companies are raising, the names involved in this financing reads like a tech industry who’s who. More from Yahoo Scout How has AI changed digital identity fraud threats? What growth metrics has Outtake achieved recently? What does Outtake's agentic cybersecurity platform do? Who are the notable investors in Outtake's funding round? The round was led by ICONIQ’s Murali Joshi, who led the firm’s investments in companies like Anthropic, Datadog, Drata, 1Password, among others. Angels who invested include Microsoft CEO Satya Nadella; Palo Alto Networks CEO Nikesh Arora; Pershing Square Holdings CEO Bill Ackman; Palantir CTO Shyam Sankar; Anduril co-founder Trae Stephens; Former OpenAI VP Bob McGrew; Vercel CEO Guillermo Rauch, and Former AT&T CEO John Donovan. Whew! The reason for the excitement? Outtake, founded in 2023 by a former Palantir engineer, Alex Dhillon, has found a way to automate what has largely been the manual problem of spotting and taking down digital identity posers: impersonation accounts, malicious domains posing as the company’s, rogue apps, fraudulent ads, and more. This problem has grown even more difficult because AI has enabled attackers to be more convincing and faster in their efforts. “We kept hearing whispers in our network about an AI company that was finally solving digital misrepresentation at scale. Honestly, we were skeptical,” Joshi told TechCrunch. “Historically, detection and takedown was (and to some extent even today) a manual, human-intensive process that couldn’t keep up with the speed of the internet.” But once Iconiq looked at the product and did its due diligence with customers, the investor became a believer, he said. “They’ve turned a ‘human problem’ into a ‘software problem.’ Seeing A...

【有線新聞】台中有雞場爆發H5N1禽流感，約5千隻雞遭撲殺。當局正追蹤有沒有染疫雞蛋流出市面，雞場負責人被指隱瞞疫情，將不獲任何補償，反而可能被判罰款。 約30名防疫人員早上到台中豐康牧場，他們穿上防護衣物撲殺場內約5千隻雞。牧場內原本有大約7千隻雞，早前被揭發約有1,700隻雞死亡，屬大量異常死亡情況，但雞場方面未有通報，擅自將屍體掩埋。經檢驗後確認死雞H5N1禽流感陽性，當局正追查雞蛋流向並全面調查台中市171個養雞場。 按照規定，畜牧場內若發生疫情，業者必須主動通報，並要進行後續處置管理。由於涉事雞場違反規定，有關方面將不會給予補償，反而會進行裁處，負責人面臨最高100萬元新台幣罰款。而在距離豐康牧場約70多公里的苗栗亦有235隻死雞被發現棄置，經採樣檢驗，確診H5N1禽流感。當局鎖定台中一個養禽場，經營者涉違反防疫條例，或將被判最多100萬元新台幣罰款。 蛋行業經營者林先生：「不曉得該怎麼處理，已經加價購，還要排隊，然後我們附近又是年貨大街，可能需求量會稍微再多一點。」台灣市面的雞蛋售價連續3星期上漲至1年新高，在天冷減產、農曆新年前需求上升，加上禽流感影響下，預料蛋價會繼續加。

CoreWeave’s NVIDIA Boost Fueled a Rally—Now Comes the Hard Part MarketBeat

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OFG Bancorp’s ( OFG ) board approved a new open-ended $200M stock repurchase authorization as part of its capital actions. The new authorization is in addition to OFG’s existing repurchase plan. As of December 31, 2025, $38.1M remained available under the previously authorized buyback program. More on OFG Bancorp OFG Bancorp 2025 Q4 - Results - Earnings Call Presentation OFG Bancorp (OFG) Q4 2025 Earnings Call Transcript OFG Bancorp: Taking A Step Back (Downgrade) OFG Bancorp outlines low single-digit loan growth for 2026 while advancing digital strategy OFG Bancorp GAAP EPS of $1.27 beats by $0.12, revenue of $185.4M beats by $1.23M