每经AI快讯，1月23日，美股三大指数收盘集体上涨，道指涨0.63%，纳指涨0.91%，标普500指数涨 0.55%。大型科技股集体上涨，万得美国科技七巨头指数上涨1.47%。个股方面，脸书涨超5%，特斯拉 涨逾4%，微软涨超1%，亚马逊涨逾1%，英伟达涨0.77%，谷歌涨0.65%，苹果涨0.28%。 ...

Turnaround Stories - Nike has shown improvement under CEO Elliott Hill, stabilizing its U.S. market, with China as the next focus [1] - Procter & Gamble's weak quarterly earnings were expected, with management indicating that the worst is behind them, setting the stage for better performance in 2026 under new CEO Shailesh Jejurikar [1] - Starbucks is seeing steadier performance in China and improving U.S. sales trends, with an update expected during Investor Day next week [1] - Texas Roadhouse has faced cattle inflation but is expected to benefit from declining beef prices, maintaining a position in the portfolio [1] Key Holdings Updates - Apple announced a partnership with Alphabet, allowing the use of Google's AI technology, which is seen as a significant win [1] - Amazon's stock is urged to be retained despite emotional trading, with a reaccelerating cloud business poised for a breakout [1] - Broadcom delivered a strong quarter but has underperformed; buying the dip is being considered [1] - Boeing is recommended for long-term ownership due to strong free cash flow and increased orders [1] - BlackRock's acquisitions are expected to expand its client base and exposure to fast-growing markets [1] Sector Insights - Corning is positioned well in the data center market, replacing copper with fibers that reduce heating costs [2] - Alphabet is viewed as a leading tech stock, with its AI model Gemini 3 outperforming competitors [2] - Goldman Sachs shows strong momentum in financials due to its Wall Street dealmaking business [2] - Home Depot's performance is uncertain despite being a beneficiary of interest rate cuts [2] - Eli Lilly is expected to expand its reach in the GLP-1 market with new drug developments [2] Stock Performance and Strategy - Meta Platforms is recognized as a premier ad company, with a more reasonable stock valuation due to increased AI spending [2] - Microsoft has seen a 14% decline, with uncertainty surrounding its AI assistant and OpenAI partnership [2] - Nvidia's stock is volatile due to geopolitical tensions, with a holding pattern expected until the GTC conference in March [2] - Palo Alto Networks is benefiting from AI integration in cybersecurity, presenting a potential buying opportunity [2] - Wells Fargo is transitioning into an investment house under CEO Charlie Scharf, with hopes for revenue diversification [2]

Alphabet Inc. (NASDAQ:GOOGL) is one of the 15 Best S&P 500 Stocks to Look For in 2026. On January 15, Alphabet Inc.’s (NASDAQ:GOOGL) Google recently awarded three new long-term power purchase agreements (PPAs) to Clearway Energy Group, Inc. (NYSE:CWEN), as reported by Clearway Energy. This development is part of Clearway’s 2025 plan, which includes three projects in states including Missouri, Texas, and West Virginia. These projects total approximately 1.17 GW of carbon-free energy projects. As per the ...

谷歌正在帮助AI模式提供更个性化的搜索响应，允许聊天机器人分析用户的Gmail和Google Photos帐 户。在上周为Gemini AI推出之后，"个人智能"现已上线，通过从用户的电子邮件和照片中收集信息， 自动调整AI模式的搜索结果，以符合用户的兴趣和日常生活，而无需用户手动创建和调整偏好设置。 例如，谷歌表示，个人智能允许AI模式通过参考Gmail中的酒店预订和照片中的假期照片来建议旅行行 程。如果用户经常拍摄与冰淇淋的自拍照，它可以为用户推荐冰淇淋店。当使用AI模式进行在线购物 时，它可以优先推荐用户之前穿过或购买过的品牌的产品。 ...

Key Points Micron's AI memory demand is unprecedented. Alphabet's Google Gemini is quickly becoming a default AI chatbot. No company can match Taiwan Semiconductor's AI manufacturing prowess. 10 stocks we like better than Micron Technology › It's no surprise to anyone interested in investing that owning tech stocks is one of the best ways to experience impressive gains. Unfortunately, not all tech stocks that are soaring right now will continue to do so in the coming years. How can investors fi ...

Group 1 - Google's stock increased by nearly 2% [1] - Meta's stock rose by 3.3% [1] - Apple's stock gained over 1% [1]

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Citi upgraded Enphase Energy (ENPH) to Neutral from Sell with a price target of $37, up from $31. The firm sees limited downside risk in the shares.TD Cowen upgraded Capri Holdings (CPRI) to Buy from Hold with a price target of $32, up from $26. A sharper price point strategy, combined with desirable trend-right s ...

Core Insights - The article discusses the latest trends and developments in the investment banking sector, highlighting key financial metrics and market movements. Group 1: Industry Trends - The investment banking industry is experiencing a shift towards digital transformation, with firms increasingly adopting technology to enhance efficiency and client engagement [1]. - Recent data indicates a significant increase in M&A activity, with total deal value reaching $500 billion in the last quarter, marking a 20% increase year-over-year [1]. Group 2: Company Performance - Major investment banks reported strong earnings, with an average revenue growth of 15% across the sector, driven by increased trading volumes and advisory fees [1]. - One leading firm announced a net income of $2 billion for the quarter, reflecting a 25% increase compared to the previous year, attributed to robust performance in capital markets [1].

U.S. stock futures are pointing to a higher open on Thursday, January 22, 2026, signaling an extension of Wednesday's robust relief rally. Investors are keenly awaiting key inflation data, particularly the Personal Consumption Expenditures (PCE) price index, which is the Federal Reserve's preferred gauge, alongside weekly jobless claims and revised GDP figures. The positive sentiment in premarket trading follows a significant de-escalation of geopolitical tensions that had weighed on markets earlier in the ...

Core Viewpoint - The upcoming earnings season for major tech companies will be heavily influenced by artificial intelligence (AI) investments, with a focus on how these companies can monetize their substantial investments in AI technology [3][4]. Group 1: AI Investment and Financial Performance - Major tech companies like Amazon, Google, Meta, and Microsoft are planning to significantly increase their investments in AI data center infrastructure, with Amazon projecting $125 billion in 2025 and further increases in 2026 [6]. - Google has raised its 2025 capital expenditure forecast from $85 billion to between $91 billion and $93 billion, with substantial growth expected in 2026 [6]. - Meta's capital expenditure for 2025 has been adjusted to a minimum of $70 billion to $72 billion, with a notable increase in spending anticipated for 2026 driven by AI infrastructure costs [6]. - Microsoft has indicated that its capital expenditures will exceed $88.2 billion in 2025, with a record $34.9 billion spent in the first quarter of 2026, primarily on data centers and AI tool development [7]. - Market expectations for revenue growth are high, with Amazon's AWS projected to grow by 21%, Microsoft's commercial cloud by 25%, Google's cloud by 35%, and Meta's overall revenue by 30% [7]. Group 2: Market Dynamics and Stock Performance - The "Seven Giants" of the tech sector are experiencing divergent stock performances, with only Alphabet and Nvidia outperforming the S&P 500 in the past year [11]. - Apple has faced criticism for its insufficient investment in AI, leading to stock performance lagging behind the S&P 500 [11]. - Tesla's stock has also underperformed due to slowing electric vehicle sales, highlighting the varying fortunes among the "Seven Giants" [11]. - Analysts suggest that the market is beginning to differentiate between companies that can successfully leverage AI investments and those that may struggle, indicating a shift in investment strategies [12]. Group 3: Future Trends and Opportunities - The focus is shifting towards "AI beneficiaries," companies that will benefit from increased productivity and efficiency through AI applications, particularly in sectors like healthcare, industrial, and finance [12][13]. - AI investments are expected to lead to significant changes in corporate restructuring, productivity improvements, and profit enhancements across various industries [13]. - There is a growing preference for investing in companies involved in AI infrastructure, as well as sectors that may not be directly related to AI but will benefit from its advancements [13].