格隆汇2月13日｜墨西哥经济部2026年2月6日发布公告，应墨西哥生产商Tubos de Acero de México, S.A.申请，对原产于中国的无缝钢管（西班牙语：tubería de acero sin costura）启动反倾销日落复审调查。本案倾销调查期为2025年1月1日至2025年12月31日，损害调查期为2021年1月1日至2025年12月31日。涉案产品的TIGIE税号为73...
格隆汇2月13日｜墨西哥经济部2026年2月6日发布公告，应墨西哥生产商Tubos de Acero de México, S.A.申请，对原产于中国的无缝钢管（西班牙语：tubería de acero sin costura）启动反倾销日落复审调查。本案倾销调查期为2025年1月1日至2025年12月31日，损害调查期为2021年1月1日至2025年12月31日。涉案产品的TIGIE税号为7304.19.02、7304.19.99、7304.39.12、7304.39.13、7304.39.91和7304.39.99。案件调查期间，现行反倾销税持续有效。公告自发布次日起生效。利益相关方应于公告发布次日起的28个工作日内进行应诉登记，提交调查问卷、案件评述意见及证据材料。
US President Donald Trump holds a bilateral meeting with European Commission President Ursula Von der Leyen on the sidelines of the United Nations General Assembly in New York City on September 23, 2025. Brendan Smialowski | Afp | Getty Images Europe is "totally on the sidelines" on the global stage as "wrecking ball" politics has become the norm, the head of the continent's biggest security forum...
US President Donald Trump holds a bilateral meeting with European Commission President Ursula Von der Leyen on the sidelines of the United Nations General Assembly in New York City on September 23, 2025. Brendan Smialowski | Afp | Getty Images Europe is "totally on the sidelines" on the global stage as "wrecking ball" politics has become the norm, the head of the continent's biggest security forum has said. Speaking to CNBC's Annette Weisbach ahead of the Munich Security Conference (MSC), Wolfgang Ischinger, the organization's chairman, said it was Europe's "own fault" that its power on the global stage has been diminished. "Europe has failed to speak with one voice to China and about China, Europe has failed with one voice, to come up with a clear concept about the future of the Middle East, including about how to deal or not to deal with the Iranian nuclear question," said Ischinger, who is a former German ambassador to the U.S. Earlier this week, the MSC published its 2026 report, for which Ischinger wrote the foreword. It warned that "the world has entered a period of wrecking-ball politics," where "sweeping destruction … is the order of the day." The report said that U.S President Donald Trump was "at the forefront of those who promise to free their countries from the existing order's constraints and rebuild stronger, more prosperous nations," arguing he was just one movement "driven by resentment and regret over the liberal trajectory their societies have embarked on." Ischinger told CNBC that Europeans were "totally on the sidelines" on negotiations around Gaza and Ukraine. "We have no role. Things have been decided by others," he said. "When I look at the war in Ukraine, Europe has no place," he said, adding the U.S. and Russia were leading discussions. U.S. delegates have been helming peace talks with officials from Ukraine and Russia since late 2025, with European officials scrambling to maintain a say on how to end the four-year war between the two countr...
Pawel Kacperek/iStock via Getty Images Market Overview US equities advanced in the fourth quarter, registering a sizable return for 2025. Markets were bolstered by robust corporate earnings, resilient consumer spending, and solid economic growth, although anxiety about lofty valuations in the technology sector and concerns surrounding massive AI spending drove capital toward value/cyclical areas o...
Pawel Kacperek/iStock via Getty Images Market Overview US equities advanced in the fourth quarter, registering a sizable return for 2025. Markets were bolstered by robust corporate earnings, resilient consumer spending, and solid economic growth, although anxiety about lofty valuations in the technology sector and concerns surrounding massive AI spending drove capital toward value/cyclical areas of the market. The cooling labor market and worries about upside inflation risks also kept the markets on edge. GDP surged 4.3% annually, primarily fueled by robust consumer spending but also aided by a rebound in exports, business investment on equipment and AI, and increased government spending on defense. The S&P 500 Index returned 2.66% over the quarter. Within the Index, nine out of 11 sectors rose for the period. Healthcare and communication services were the top-performing sectors, while real estate and utilities were the bottom-performing sectors for the period. Performance Summary The Hartford Dividend and Growth Fund (I Share)( HDGIX ) outperformed the S&P 500 Index for the quarter. Security selection was the primary driver of relative outperformance. Strong selection in information technology, communication services and industrials was partially offset by selection in healthcare and energy. Sector allocation, a result of our bottom-up stock-selection process, also contributed to returns. Allocation effect was driven by our overweight to healthcare and underweight to information technology but partially offset by our underweight to communication services and overweight to utilities and real estate. At the issuer level, our top-two relative contributors were an overweight to Micron Technology ( MU ) and not owning Meta Platforms ( META ), while our top-two relative detractors were not owning Eli Lilly ( LLY ) and an underweight to Apple ( AAPL ). Positioning & Outlook Markets ended the year near record highs, but the range of outcomes remains wide. We believe that o...
Earnings Call Insights: Himax Technologies, Inc. (HIMX) Q4 2025 Management View Karen Tiao reported, "Fourth quarter revenues registered $203.1 million, representing a sequential increase of 2.0%, better than our flat quarter-over-quarter guidance." Gross margin was 30.4%, and "Q4 profit per diluted ADS was 3.6 cents, at the high end of the guidance range of 2.0 to 4.0 cents." Revenue from large d...
Earnings Call Insights: Himax Technologies, Inc. (HIMX) Q4 2025 Management View Karen Tiao reported, "Fourth quarter revenues registered $203.1 million, representing a sequential increase of 2.0%, better than our flat quarter-over-quarter guidance." Gross margin was 30.4%, and "Q4 profit per diluted ADS was 3.6 cents, at the high end of the guidance range of 2.0 to 4.0 cents." Revenue from large display drivers increased 14.2% from the previous quarter due to rush orders for TV and NB IC legacy products. Automotive driver IC sales for the full year 2025 grew single digit year-over-year, outpacing the broader market, while non-driver sales reached $42.3 million, a 7.9% increase from the previous quarter. Tiao noted, "Q4 operating expenses were $54.9 million, a decrease of 9.6% from the previous quarter." Operating profit was $6.8 million, or an operating margin of 3.4%. Tiao also stated, "Our year-end inventories were $152.7 million, an increase from $137.4 million last quarter but lower than $158.7 million a year ago." Jordan Wu said, "We expect the first quarter to be the trough of the year, with sales rebounding in the second quarter and business momentum continuing to improve into the second half, supported by lean customer inventory levels and new projects for automotive customers scheduled to enter mass production later in the year." Wu highlighted, "In DDIC and TDDI, we have already secured hundreds of design wins, commanding 40% market share in automotive DDIC and well over half in the global TDDI market." He added, "We believe the automotive market still offers significant upside potential, driven by rapid innovation and ongoing advancements in smart cabin as well as more vivid, intuitive and immersive displays." Outlook Tiao provided guidance for Q1 2026: "We expect Q1 revenues to decline 2.0% to 6.0% sequentially. Gross margin is expected to be flat to slightly down, depending on product mix. Q1 profit attributable to shareholders is estimated to be in the...
December 9, 2024 marked a turning point for quantum computing, when Google unveiled its Willow chip - triggering a surge in investor interest and sending publicly traded quantum stocks soaring. More than a year later, Bloomberg's Tom Mackenzie speaks to leading European pioneers to ask: Are we any closer to real-world, mainstream quantum computing? We hear from Nu Quantum CEO & founder Carmen Pala...
December 9, 2024 marked a turning point for quantum computing, when Google unveiled its Willow chip - triggering a surge in investor interest and sending publicly traded quantum stocks soaring. More than a year later, Bloomberg's Tom Mackenzie speaks to leading European pioneers to ask: Are we any closer to real-world, mainstream quantum computing? We hear from Nu Quantum CEO & founder Carmen Palacios-Berraquero, Phasecraft CEO & co-founder Ashley Montanaro and Riverlane CEO & founder Steve Brierley about the technoloy's from theory and research into practical applications. (Source: Bloomberg)
More on Roku Roku, Inc. (ROKU) Q4 2025 Earnings Call Transcript Roku: Premium Subscriptions Are Driving Platform Growth Roku Should Surprise Markets This Week (Q4 Preview) Roku outlines 21% Q1 platform revenue growth target with strategic retail and AI initiatives for 2026 Roku GAAP EPS of $0.53 beats by $0.25, revenue of $1.39B beats by $40M
More on Roku Roku, Inc. (ROKU) Q4 2025 Earnings Call Transcript Roku: Premium Subscriptions Are Driving Platform Growth Roku Should Surprise Markets This Week (Q4 Preview) Roku outlines 21% Q1 platform revenue growth target with strategic retail and AI initiatives for 2026 Roku GAAP EPS of $0.53 beats by $0.25, revenue of $1.39B beats by $40M
Deutsche Lufthansa AG is on the cusp of returning to Germany’s top stock benchmark, almost six years on from losing its spot due to a stock plunge spurred by the outbreak of Covid-19. A 60% share-price rally over the past 12 months has put the airline on course to be added to the DAX Index via the so-called fast entry rule, according to Deutsche Bank AG strategists including Carolin Raab . However...
Deutsche Lufthansa AG is on the cusp of returning to Germany’s top stock benchmark, almost six years on from losing its spot due to a stock plunge spurred by the outbreak of Covid-19. A 60% share-price rally over the past 12 months has put the airline on course to be added to the DAX Index via the so-called fast entry rule, according to Deutsche Bank AG strategists including Carolin Raab . However, it’s likely to be a close call: the stock slipped in recent days after pilots and cabin crew called a strike in response to stalled contract negotiations. Index provider STOXX is due to conduct a quarterly review of DAX indices on March 4. To gain entry to the 40-stock benchmark, a company needs to be 33rd or higher in free-float market capitalization rankings. Deutsche Bank estimates that Lufthansa sits bang on the cut line at current prices. “Lufthansa’s inclusion in the DAX now hangs in the balance, making the coming days crucial,” the strategists wrote in a note. The stock rose 1.5% in Friday morning trading, enhancing the chances of inclusion. Zalando SE — the online retailer whose stock was recently hit by worries about competition from TikTok Shop — is at risk of dropping out of the DAX should Lufthansa gain entry, the Deutsche Bank strategists wrote in a note. Lufthansa shares jumped 36% last year, their biggest annual gain since 2017. The company is seen benefiting from strong Transatlantic bookings as well as lower fuel prices.