概况 2025年四季度， 沈阳甲级写字楼市场无新增供应入市 ， 总存量维持在 136.9万平方米。 本季度， 全市录得净吸纳量为 -5,470平方米， 全年累计净吸纳量为 20,875平方米。 空置率环比上升0.4个百分点至33.5%， 市场整体表现较为平稳；全市租金水平环比下降2.7%至每月每平方米人民币55.1元。 从成交行业上看， 本季度前三大成交行业占比表现较为平均 。 贸易类成交延续了之前的良好表现 ， 尽管占比下降至23%， 但仍位居首位； TMT及专业服务类成交占比22%和21%， 分列二、 三位；金融类成交占比 16%， 位列第四位

刘波：对以色列更有利的“修正主义”叙事将几乎所有责任都归咎给巴方，这在历史学和国际法上是难以成立的，偏颇的叙事也会加重现实伤害。 FT中文网公共政策主编 刘波 自2023年10月7日开始的新一轮巴以大规模冲突持续至今，已造成灾难性的城市毁灭和人员伤亡。据估计加沙80%以上的建筑物已经受损，医院和卫生设施基本瘫痪，医疗服务严重不足。据加沙卫生部门统计，已有超过7万名巴勒斯坦人死亡。世界卫生组织确认加沙部分地区出现饥荒，大量人口面临严重营养不良和粮食短缺。虽然这场冲突中最激烈的阶段已经结束，总的停火协议依然存在，但局势仍然高度不稳定，加沙几乎每天都有更多人死亡，同时各方围绕未来加沙治理安排存在严重分歧，大规模冲突随时可能重燃。加沙仍然位于火山口上。 中国舆论场上围绕巴以冲突的争论也在持续。传统上中国在巴以冲突问题上的官方历史叙事对巴方更为有利。但在近20年左右的时间里，一种对以色列的说法更为有利的“修正主义”历史叙事也在中国民间舆论场中流传，尤其是在情感上亲以的群体中流传。这种历史叙事将几乎所有巴以冲突的责任都归咎给巴方，认为巴勒斯坦伊斯兰抵抗运动（哈马斯）甚至整个巴勒斯坦民族要为巴以冲突的持续负责。无论根据中国还是全球历史学和国际法学界的主流观点，这种巴以冲突问题上高度偏袒以色列的“修正主义”史观都是难以成立的。 同时这种史观和理解框架很可能导向“反巴勒斯坦主义”（Anti-Palestinianism），即对巴勒斯坦人的系统性偏见和歧视，否认巴勒斯坦人作为一个民族或群体的存在、尊严和平等权利，将对巴勒斯坦人的暴力和压迫行为合理化，甚至认为是巴勒斯坦人自身所谓的“过错”或“历史责任”导致其“不可避免地”要在今天承受这样的命运。这种“反巴勒斯坦主义”往往将巴勒斯坦人本质化，不考虑巴勒斯坦人所处的具体历史环境以及不同巴勒斯坦人群的差异，把巴勒斯坦人描述为具有特定性格或行为倾向的人，描述为与世界其他地方的居民不同的人。显然“反巴勒斯坦主义”对以色列宣传其立场和政策高度有利，但无论对巴以冲突的缓解、公平的实现还是对世界和平而言，这种歧视性的视角和世界观都是高度不利的。 巴以冲突可以追溯到19世纪末20世纪初，持续时间长久，相关争议众多，几乎在任何具体历史事件上，巴以双方都各持一说，针锋相对。对以色列有利的一套“修正主义”叙事也几乎涵盖了巴以冲突的全部过程。我们不可能对所有这些...

贝以理表示2023年10月7日开始的战争对以色列而言是一场生死存亡之战。以色列对哈马斯的强力反击削弱了后者的领导层、基础设施及作战能力。 FT中文网专栏作家 王英良 【本文是全球政要“百人百访”系列高端对话的最新一篇。】 以色列驻华大使贝以理（Eli Belotsercovsky）于2025年6月4日正式履新，他在以色列外交部任职超过30年，担任过多个职务。贝以理曾任以色列驻南非大使、驻乌克兰大使、驻摩尔多瓦和亚美尼亚大使（非常驻）、与印度和中国经济关系司司长、以色列驻印度大使馆公使、以色列驻塞浦路斯大使馆公使以及以色列驻新加坡大使馆公使。贝以理拥有耶路撒冷希伯来大学国际关系与远东事务学士学位（主修中国研究），以及波士顿大学国际管理硕士学位。 以下是访谈实录。 贝以理（Eli Belotsercovsky） 问： 经过旷日持久的军事行动和艰难的外交协调，以色列最终成功使幸存人质重返家园。你认为此次成功归结于哪些因素？在此过程中，以色列与美国之间的战略协调将对以、美两国关系产生何种影响？ 贝以理： 正如FT中文网的读者所知，加沙战争由哈马斯于2023年10月7日的残暴袭击所挑起，超过1200名以色列人惨遭杀害，包括婴儿、儿童和老人。哈马斯恐怖分子实施了骇人听闻的强奸和酷刑，有些父母被迫目睹子女遭受折磨后被杀害，随后他们自己也遭杀害。 当日，哈马斯从以色列绑架251人至加沙地带，其中包括儿童。最年幼的受害者是9个月大的婴儿克菲尔（Kfir），他与4岁的哥哥阿里埃尔（Ariel）、母亲希里（Shiri）以及父亲亚登（Yarden）一同被劫持。母亲和两个孩子在被囚禁期间惨遭哈马斯杀害。 自那一天起，以色列便为解救所有人质、摧毁哈马斯组织而奋战，确保该组织永远不再对以色列构成威胁。以色列对哈马斯的强力反击削弱了哈马斯的领导层、基础设施及作战能力。此外，美国总统特朗普施加的密集外交压力对确保所有幸存人质获释至关重要，并促成了当前停火协议的达成。这项由美国主导、地区伙伴协助促成的停火协议，为愿意与以色列和平共处的加沙民众带来了和平的机遇。 战争期间，以色列与美国始终紧密协作。美国在解救人质以及协助以色列自卫方面发挥了关键作用。以、美之间坚不可摧的伙伴关系在这两年中得到体现，并将在未来继续保持。 问： 以色列总理内塔尼亚胡明确拒绝承认巴勒斯坦国，但以色列与加沙已达成临时停火。以色列...

英国政府计划加强对中国在其“外国影响登记制度”覆盖范围内的活动的审查，同时寻求深化中英关系。 英国政府计划加强对中国在其“外国影响登记制度”(FIRS)覆盖范围内的活动的审查，但不会将中国与俄罗斯和伊朗归为同一层级。英国首相基尔•斯塔默(Keir Starmer)目前正寻求深化中英关系。 部长们避免将中国与俄罗斯和伊朗一同纳入该制度的“增强层级”。该制度旨在对被视为构成国家安全风险的外国势力活动增强对英国公众的保障。 官员们目前正在制定计划，预计将于今年晚些时候公布。该计划可能仅涉及将与最敏感领域相关的某些中国政府控制实体纳入“增强层级”，而不会将整个中国政府纳入其中。 成为高端会员，阅读高端专享内容 如您已经是高端会员， 请点击这里登录 成为高端会员►

行业观点： 1)上周（1/19-1/23）大消费板块表现分化。纺织服饰、社会服务、商贸零售、美容护理、家用电器、食品饮料周涨跌幅分别为+4.48%、+3.20%、+2.16%、+1.98%、-0.02%、-1.41%。食品饮料、家用电器、纺织服饰、商贸零售、社会服务、美容护理各板块领涨的个股分别是好想你（+19.59%）、澳柯玛（+12.48%）、*ST天创（+29.16%）、新华百货（+22.00%）、苏试试验（+13.44%）、延江股份（+22.94%）；领跌的个股分别是岩石股份（-11.49%）、立达信（-14.51%）、美尔雅（-4.30%）、三江购物（-12.27%）、ST东时（-9.11%）、*ST美谷（-3.21%）。 2)龙头财报亮眼，黄金珠宝板块迎旺季催化行情。近期黄金珠宝板块迎来多重利好共振，国际金价高位企稳，春节、情人节旺季备货需求升温，叠加板块前期股价回调充分消化估值，行业配置价值凸显。从龙头最新财报看，板块业绩已呈现明确回暖态势。周大福2026财年三季报零售额同比增18%，内地/港澳市场分别增17%/23%，定价首饰同店销售额增53%，贡献率升至40%，管理层上调全财年盈利指引，毛利率目标上修至31.5%-32.5%。六福集团同期零售值增26%，内地品牌店同店增31%，港澳同店增16%，定价黄金产品成核心驱动力，港澳业务受益于价差扩大持续发力。潮宏基2025年归母净利同比增125%-175%，剔除减值后主业净利中枢约6.55亿元，全年净增门店163家，渠道扩张与单店效益提升形成双支撑。当前金价再创新高，足金饰品价突破1500元/克，头部品牌通过产品结构优化对冲金价波动风险。旺季备货下，马年生肖、文创联名等新品密集上市，叠加高端化与出海战略推进，龙头份额有望持续集中。当前板块估值经前期回调已具吸引力，旺季消费弹性与业绩韧性有望推动板块估值修复。 3)12月社零同比+0.6%，持续关注服务消费板块。12月社零总额同比+0.9%，环比下降0.4pct，除汽车外同比+1.7%。按消费类型看商品零售额同比+0.7%，限额以上商品零售同比-2.0%；餐饮同比+2.2%，限额以上餐饮零售同比-1.1%。按品类看，必选消费保持韧性，12月粮油食品、饮料、日用品分别同比+3.9%、+1.7%、+3.7%环比下滑2.2pcts、下滑1.2pct、上升4.5pc...

The Magnificent Seven, as a whole, may still be great long-term bets, especially now that most of their members have fallen under enough pressure to see their valuation metrics compress. That said, the Mag Seven seem to be breaking apart, with three members in Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), and Meta Platforms (NASDAQ:META) sinking, while two ... Forget the Mag 7. It’s All About the Magnificent 2 and They’re Still Buys

creuxnoir/iStock via Getty Images Goldman Sachs expects the recent equity market broadening to continue in early 2026, but the magnitude and duration of that rotation will ultimately prove limited, according to Ben Snider, chief U.S. equity strategist and managing director at Goldman Sachs. Snider pointed to an improving economic outlook and favorable Federal Reserve policy as near-term tailwinds, though he cautioned that several factors will constrain how far this trend can extend. Building on momentum from late 2025, U.S. small-caps and mid-caps and non-U.S. markets have generally outperformed the headline U.S. equity indices ( SP500 ), ( COMP:IND ), ( DJI ) in the first few weeks of 2026, with the Russell 2000 ( IWM ) returning 10% year-to-date and outperforming the S&P 500 ( SP500 ) on each of the first 14 trading days of the year. From a fundamental perspective, the improvement in market breadth reflects a broadening in the opportunity set facing investors, driven by an improving economic growth outlook and friendly Fed policy, according to Goldman Sachs. US equity market breadth has improved sharply since October (FactSet, Goldman Sachs Global Investment Research) The shift also reflects continued portfolio diversification among investors, with the strategists emphasizing that “a rotation of 1% of S&P 500 ( SP500 ) market cap to the Russell 2000 ( IWM ) would represent 19% of market cap for the small-cap index.” While strong economic growth in the first half of 2026 creates larger near-term tailwinds for smaller and more cyclical stocks, the firm’s economists expect GDP growth will return to roughly trend in the second half of the year, limiting the runway for cyclical broadening. Goldman Sachs analysts also noted that valuations for the average S&P 500 stock are already elevated versus both history and fundamentals, presenting another constraint on extended outperformance. Snider identified three historical paths to extended broadening—a “catch down” in mega-...

美国最大的区域电力市场运营商PJM电网公司预测冬季用电需求将创纪录。Dominion Energy弗吉尼亚辖区电价跃升，寒潮期间人工智能驱动的数据中心负荷加剧了涨幅。参与者正努力应对剧烈价格波动，电网运营商启动燃油发电并采取措施避免轮流停电。 责任编辑：张俊 SF065

美国财政部于周一宣布，已终止与博思艾伦咨询公司签订的 31 份总价值 2100 万美元的合同，并指控该公司未能妥善保护敏感数据，涉及美国国税局的相关信息也包含在内。 美国财政部长斯科特・贝森特在周一发布的一份声明中表示：“博思艾伦咨询公司未能落实充分的防护措施以保障敏感数据安全，其中包括其通过与美国国税局签订的合同获取的纳税人保密信息。” 博思艾伦咨询公司前承包商查尔斯・利特尔约翰于 2024 年承认，曾向新闻媒体泄露美国国税局掌握的特朗普总统及其他人士的税务信息，他最终被判处五年监禁。 美国财政部发布的公告显示，美国国税局经核查认定，此次数据泄露事件波及超过 40 万名纳税人。 责任编辑：郭明煜

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Fed meeting likely to be overshadowed by threats to central bank's independence Reuters

Image source: The Motley Fool. Tuesday, July 29, 2025 at 8 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — J. Powell Brown Executive Vice President and Chief Financial Officer — R. Andrew Watts Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- $1.285 billion, up 9.1%, driven by both organic expansion and acquisitions. -- $1.285 billion, up 9.1%, driven by both organic expansion and acquisitions. Organic Revenue Growth -- 3.6% consolidated, with deceleration attributed to property rate pressure and lower new business in Retail. -- 3.6% consolidated, with deceleration attributed to property rate pressure and lower new business in Retail. Adjusted EBITDAC Margin -- 36.7%, an increase of 100 basis points, supported by incremental interest income and underlying margin expansion. -- 36.7%, an increase of 100 basis points, supported by incremental interest income and underlying margin expansion. Adjusted Diluted Earnings Per Share -- $1.03, up 10.8% on a higher share base. -- $1.03, up 10.8% on a higher share base. Retail Segment -- Organic growth of 3%, total revenue up 7.9%; margin decreased by 50 basis points to 27.5% due to Quintes revenue seasonality. -- Organic growth of 3%, total revenue up 7.9%; margin decreased by 50 basis points to 27.5% due to Quintes revenue seasonality. National Programs Segment -- 4.6% organic growth; total revenue up 6.1%; EBITDAC margin expanded by 320 basis points to 52.8%, aided by a contingent commission true-up. -- 4.6% organic growth; total revenue up 6.1%; EBITDAC margin expanded by 320 basis points to 52.8%, aided by a contingent commission true-up. Wholesale Brokerage Segment -- Organic growth of 3.9%, total revenue up 14.5%; margin increased by 80 basis points to 34.1%, with higher contingent income and acquisition mix impact. -- Organic growth of 3.9%, total revenue up 14.5%; margin increased by 80 basis points to 34.1%, with higher contingent income and acquisition mix i...

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Shares of GPU titan Nvidia (NASDAQ:NVDA) may have been stuck in a sideways channel for the past six months, but a lot has been going on behind the scenes amid the intense sideways action. Of course, Nvidia isn’t solely to blame for the recent consolidation. In fact, the Magnificent Seven players have really run out ... NVIDIA Just Made a Bigger Push Into AI Drug Discovery

Image source: The Motley Fool. Thursday, July 24, 2025 at 1 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — James Eugene Beckwith Executive Vice President and Chief Financial Officer — Heather Christina Luck Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Income -- $14.5 million with reported earnings per share of $0.68. -- $14.5 million with reported earnings per share of $0.68. Return on Average Assets -- 1.37% for the quarter as disclosed in prepared remarks. -- 1.37% for the quarter as disclosed in prepared remarks. Return on Average Equity -- Reached 14.17% during the period. -- Reached 14.17% during the period. Net Interest Margin -- Expanded 8 basis points to 3.53% from the prior quarter. -- Expanded 8 basis points to 3.53% from the prior quarter. Cost of Total Deposits -- Declined by 2 basis points sequentially to 2.46%. -- Declined by 2 basis points sequentially to 2.46%. Efficiency Ratio -- Management cited a ratio of 41.03% for operating expenses to revenues. -- Management cited a ratio of 41.03% for operating expenses to revenues. Loans Held for Investment -- Increased by $136.2 million, equating to a 15% annualized rate. -- Increased by $136.2 million, equating to a 15% annualized rate. Total Deposit Growth -- Rose $158.3 million, representing a 17% annualized increase. -- Rose $158.3 million, representing a 17% annualized increase. Nonperforming Loans -- Represented 6 basis points of total loans, with an increase of $0.5 million attributed to one commercial real estate loan placed on nonaccrual status. -- Represented 6 basis points of total loans, with an increase of $0.5 million attributed to one commercial real estate loan placed on nonaccrual status. Dividend Declaration -- Board approved a $0.20 per share cash dividend, with payment anticipated in August. -- Board approved a $0.20 per share cash dividend, with payment anticipated in August. Commercial Real Estate Loan Portfolio -- Grew by $125.4 mill...

Specialty chemicals producer Archroma is readying for talks over an extension to its debt stack, as its results are improving following a period of weakness in its industry. The SK Capital -backed company released a preliminary earnings update last week, showing some signs of a gradual recovery in profits and cash flow generation, said people familiar with the matter, speaking on the condition of anonymity. On the back of that, Archroma is considering starting formal discussions in coming weeks to amend and extend its term loans due in June 2027, said the people. The company has €555 million ($658 million) of euro loans and a $340 million dollar tranche maturing next year, according to data compiled by Bloomberg. The euro-denominated tranche is currently quoted at around 89 cents on the euro, after reaching a low of 74 in October, according to price data compiled by Bloomberg. Archroma held a non-deal roadshow in December, one of the people said. It has also had informal conversations with creditors about extending maturities, some of the people said. Among the options floated was raising second-lien debt the company could use to pay down some of the term loan, lowering first-lien leverage, they added. There is no guarantee that a deal will come together in coming weeks, and the company could also opt to address the maturities next quarter. A spokesperson for Archroma declined to comment. SK Capital did not respond to a request for comment. Headquartered in Switzerland, Archroma provides chemicals to the textiles, packaging and paper industries. Although the term loan doesn’t mature for over a year, it’s common for borrowers to seek to refinance their facilities well in advance of the redemption date. Those who don’t can face pressure from ratings agencies. In December, S&P Global Ratings slashed its credit score for Archroma to B-, flagging that it was expecting challenging market conditions in the chemicals space to last through 2026. The European chemicals indust...

Investing.com -- Micron Technology (NASDAQ:MU) stock fell 2% Monday following reports that Samsung Electronics (KS:005930) is close to securing certification from Nvidia (NASDAQ:NVDA) for its latest high-bandwidth memory chip, potentially becoming the first manufacturer to ship the product. According to Bloomberg, Samsung has entered the final qualification phase with Nvidia after supplying initial HBM4 samples in September. The South Korean tech giant is preparing for mass production in February and will be ready to ship soon after, though exact timing remains unclear. Samsung shares gained as much as 3% in Seoul trading before trimming gains, while rival SK Hynix saw its stock decline. The development suggests Samsung could gain ground in the high-bandwidth memory market currently dominated by SK Hynix, potentially affecting Micron’s competitive position in supplying memory for AI accelerators. Mizuho TMT analyst Jordan Klein noted that Samsung’s qualification progress doesn’t necessarily mean reduced opportunities for competitors. "My point is that selling HBM4 to NVDA or AMD is NOT A ZERO SUM GAME. Demand exceeds supply. Pricing is set to be a lot higher in HBM4 vs HBM3e. All three memory suppliers will qualify and ship HBM4 to NVDA this yr," Klein stated. The analyst added that Nvidia’s next-generation Rubin server design remains on track to begin initial shipments around mid-year, with volumes increasing in the third and fourth quarters. The HBM market has become increasingly important as artificial intelligence applications drive demand for high-performance memory solutions used in advanced computing systems. Related articles Micron stock falls after Samsung nears HBM4 certification for Nvidia 5 reasons why Jefferies thinks Meta’s pullback is a buying opportunity Wolfe Research outlines eight risks that could spark stock declines in 2026

JHVEPhoto/iStock Editorial via Getty Images Shares of Baker Hughes Company ( BKR ) have been a solid performer over the past year, gaining 18%, thanks to growth in its industrial & energy technology (“IET”) unit. Additionally, shares have been given a boost by regime change action in Venezuela, which has sparked hopes for a significant rebuilding of that country’s oil infrastructure, a potential boon for its legacy oilfield services business (“OFSE”). I last covered shares of Baker Hughes in July when I downgraded them to a Hold, given my view that optimism about LNG and data center demand had been priced in. In fact, there was more upside with shares gaining nearly 18% while the market has added just 8%. With updated financials, now is a good time to revisit BKR. Seeking Alpha In the company’s fourth quarter , Baker Hughes earned $0.78, beating estimates by $0.11. Revenue was flat from a year ago at $7.4 billion, but adjusted EBITDA gained 2% to $1.337 billion. We have seen the company on a multiyear journey to improve margins via cost cuts and increased scale at its IET unit; these benefits are becoming increasingly tangible for investors. For the full year, the company earned $2.60; in July, I was targeting $2.42-$2.52, and the beat was aided by a lower tax rate. Overall, this was a solid year and a solid quarter as secular growth drivers helped to offset weak oil capex at its legacy business. Weak Oil Prices Are an Ongoing Headwind Drilling into segment results, in its OFSE unit, revenue fell by 8% to $3.6 billion, driving a 14% drop in EBITDA to $647 million. With $2.6 billion in full-year EBITDA, OFSE is still BKR’s largest segment, but that will likely flip in 2026. Q4 Orders were actually higher thanks to strength in its subsea business. Well construction revenue (the most exposed to near-term oil price movements) remains weak, and those challenges are unlikely to dissipate soon. Its European business fell by 16%, driving most of the revenue decline as lower...

Image source: The Motley Fool. Thursday, February 6, 2025 at 10 a.m. ET Call participants President and Chief Executive Officer — Richard Wayne Chief Financial Officer — Richard Cohen Chief Operating Officer and Chief Credit Officer — Patrick Dignan Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total Loan Volume -- $361 million for the quarter, including $14 million invested on approximately $15 million of unpaid principal balance in purchased loans. -- $361 million for the quarter, including $14 million invested on approximately $15 million of unpaid principal balance in purchased loans. Loan Originations -- $246 million originated, marking a record for the company. -- $246 million originated, marking a record for the company. SBA Loan Origination -- $100.3 million originated, with $64.5 million sold, generating a gain of $5.6 million. -- $100.3 million originated, with $64.5 million sold, generating a gain of $5.6 million. Net Income -- $22.4 million, the highest quarterly result outside the third quarter of fiscal 2021. -- $22.4 million, the highest quarterly result outside the third quarter of fiscal 2021. Net Interest Income -- $45.6 million, setting another record for the bank. -- $45.6 million, setting another record for the bank. Tangible Book Value Growth -- Increased by $4.49 per share, or 9% since September 30, comprising $2.74 from earnings and $1.75 from stock sales above book value. -- Increased by $4.49 per share, or 9% since September 30, comprising $2.74 from earnings and $1.75 from stock sales above book value. SBA Business Composition -- Loans sold carry an 85% guarantee for balances under $150,000, with the bank retaining 18%-20% of each loan. -- Loans sold carry an 85% guarantee for balances under $150,000, with the bank retaining 18%-20% of each loan. Loan Capacity -- $856 million, as measured by capital at quarter-end. -- $856 million, as measured by capital at quarter-end. Asset Quality: Non-Performing Loans -- No...

受极端低温挤压天然气供应并推高需求影响，得州工业运营受到扰乱。 埃克森美孚 （XOM）关闭部分贝敦（Baytown）炼油装置，化工与芯片设施也缩减产能。埃克森美孚周一早盘下跌0.4%。 责任编辑：张俊 SF065

Luis Alvarez The American Academy of Pediatrics updated immunization schedule for children and adolescents recommends the COVID-19 and flu vaccines, in contradiction to CDC guidelines. In January, the agency formally changed those guidelines, reducing the number of routine vaccines suggested for children and adolescents to 11 from 17. The COVID and flu shots were among those axed. Per CDC policy, COVID and flu vaccines are available to children, but only after " shared clinical decision-making" with a healthcare provider. The AAP recommendations are for each vaccine for children starting at six months old. Moderna ( MRNA ), Pfizer ( PFE )/BioNTech ( BNTX ), and Novavax ( NVAX ) manufacture COVID shots. Sanofi ( SNY ), GlaxoSmithKline ( GSK ), and CSL Seqirus ( CSLLY ) make flu vaccines. More on Moderna, Pfizer Pfizer: Expect Another Double Beating For Q1 (Earnings Preview) Pfizer: Rebound Has Just Started Pfizer: The Most Intriguing Value Play Of 2026 Notable healthcare headlines for the week: J&J, Moderna, Bristol Myers in focus Moderna cutting R&D on vaccines amid U.S. pushback: CEO

Elon's X Overhaul: Muting Political Posts And Banishing 'Rage Bait' Authored by Steve Watson via Modernity.news, While Elon Musk is rightly credited for transforming X into a battleground for unfiltered truth, he dropped two bombshells this week that could significantly reshape the platform. In a move that promises cleaner feeds but sparks fears of shadowy content policing, Musk revealed plans for topic-specific “For You” tabs free from “political rage bait” and an outright mute tool for all political posts . Critics are already sounding alarms over potential censorship creep. Musk’s move comes as a direct response to some user gripes about X turning into a rage-fueled echo chamber. With immigration debates, election fallout, and globalist agendas dominating timelines, Musk’s tweaks aim to let users opt out of the frenzy. But in an era where Big Tech has a history of silencing conservative voices, the big question looms: who defines “rage bait,” and does this undermine the free speech haven Musk vowed to build? The @xAI team is working on providing For You tabs that are specific to topics. For example, a “For You AI” that is focused only on artificial intelligence with no political rage bait. This would be like automatically generated follow lists with content ranked by quality. — Elon Musk (@elonmusk) January 24, 2026 Musk first teased the changes in a post on Saturday, explaining that his xAI team is crafting specialized “For You” tabs. “The @xAI team is working on providing For You tabs that are specific to topics,” he wrote. As an example, he pointed to a “For You AI” tab “focused only on artificial intelligence with no political rage bait.” He likened it to “automatically generated follow lists with content ranked by quality.” Then, on Sunday, Musk doubled down in response to a frustrated user complaining about the app’s political overload. The user lamented, “bro how do i mute all political posts on this app holy hell it has turned into reddit.” Musk’s reply w...

格隆汇1月26日｜高盛研究部分析师指出，尽管地缘政治风险升级，但投资者风险偏好仍从去年12月到今年1月有所上升。根据该行研究，投资者正增加借贷以支撑交易，保证金账户杠杆自去年4月以来急剧上升，目前已达2021年以来最高水平。研究还显示，散户投资者正越来越多地选择美股“七巨头”以外的资产，扩大对不同地区的投资敞口。投资者也日益增加对VIX恐慌指数的空头押注，空头头寸相对于多头头寸的比例创十年新高，这表明市场普遍预期波动性将下降。

Image source: The Motley Fool. Tuesday, October 28, 2025 at 11 a.m. ET CALL PARTICIPANTS Chief Executive Officer — James Lally Chief Financial Officer and Chief Operating Officer — Keene Turner Chief Banking Officer — Douglas Bauche TAKEAWAYS Diluted EPS -- $1.19, compared to $1.36 in the prior quarter and $1.32 a year ago. -- $1.19, compared to $1.36 in the prior quarter and $1.32 a year ago. Net Interest Income -- Increased $5.5 million sequentially, marking the sixth consecutive quarter of growth. -- Increased $5.5 million sequentially, marking the sixth consecutive quarter of growth. Net Interest Margin -- Increased by 2 basis points to 4.23% from the prior quarter and up from 4.17% a year earlier despite over 100 basis points in Federal Reserve rate cuts. -- Increased by 2 basis points to 4.23% from the prior quarter and up from 4.17% a year earlier despite over 100 basis points in Federal Reserve rate cuts. Loan Growth -- Annualized growth rate of 6%, or $174 million net of $22 million in guaranteed loan sales, with origination yields at 6.98%. -- Annualized growth rate of 6%, or $174 million net of $22 million in guaranteed loan sales, with origination yields at 6.98%. Deposit Growth -- Core deposits, excluding brokered CDs, increased $240 million sequentially, with noninterest-bearing accounts remaining at 32% of total deposits. -- Core deposits, excluding brokered CDs, increased $240 million sequentially, with noninterest-bearing accounts remaining at 32% of total deposits. Specialty Deposits -- $189 million growth quarter over quarter and 22% year over year, driven by property management, community association, and legal escrow verticals. -- $189 million growth quarter over quarter and 22% year over year, driven by property management, community association, and legal escrow verticals. Branch Acquisition -- Closed on 12 branches, adding approximately $650 million in deposits and $300 million in loans, with expected annualized run-rate expense of just under...

Image source: The Motley Fool. Tuesday, April 29, 2025 at 9:00 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Louis J. Torchio Executive Vice President and Chief Financial Officer — Douglas E. Schosser TAKEAWAYS Revenue -- $156 million, with 1.2% linked-quarter growth and 19% year-over-year growth. -- $156 million, with 1.2% linked-quarter growth and 19% year-over-year growth. Net Income -- $43 million, up $14 million, or 48%, from the first quarter of 2024. -- $43 million, up $14 million, or 48%, from the first quarter of 2024. Earnings Per Diluted Share -- $0.34, compared to $0.23 in the first quarter of 2024. -- $0.34, compared to $0.23 in the first quarter of 2024. Net Interest Margin (NIM) -- 3.87%, a 45-basis-point expansion from the prior quarter, including a 39-basis-point interest recovery. -- 3.87%, a 45-basis-point expansion from the prior quarter, including a 39-basis-point interest recovery. Commercial & Industrial (C&I) Loans -- Average balances up 20% year over year and $121 million, or 6.2%, from the previous quarter. -- Average balances up 20% year over year and $121 million, or 6.2%, from the previous quarter. Total Loan Yield -- Increased 44 basis points quarter-on-quarter to 6.0%. -- Increased 44 basis points quarter-on-quarter to 6.0%. Consumer Non-Brokered Deposits -- Average balances increased $68 million quarter-on-quarter, with brokered deposits down $8 million. -- Average balances increased $68 million quarter-on-quarter, with brokered deposits down $8 million. Cost of Deposits -- Down 9 basis points quarter-on-quarter to 1.59%. -- Down 9 basis points quarter-on-quarter to 1.59%. Non-Interest Income -- Decreased by $11.7 million quarter-on-quarter due to prior asset sales, but increased $0.4 million year over year. -- Decreased by $11.7 million quarter-on-quarter due to prior asset sales, but increased $0.4 million year over year. Non-Interest Expense -- $92 million, up 2% year over year due to $1.1 million in merger-rela...