（原标题：评级机构穆迪维持乌拉圭主权债务评级Baa1） 乌拉圭《国家报》1月29日报道，国际评级机构穆迪于当日宣布，维持乌拉圭本币及外币主权债务评级为Baa1， 评级展望保持"稳定"。该决定肯定了乌拉圭较高的人均收入水平、稳健的制度框架以及有效的治理能力。 ...

Moody’s Corporation (NYSE:MCO) is included among the 12 Most Profitable Dividend Stocks to Buy in 2026. Morgan Stanley Sees Issuance Momentum Supporting Moody’s (MCO) Results Photo by Annie Spratt on Unsplash On January 22, Morgan Stanley analyst Toni Kaplan raised her price target on Moody’s Corporation (NYSE:MCO) to $526 from $520 and kept an Equal Weight rating. The move followed a stronger-than-expected finish to the quarter. Kaplan said solid issuance in December capped off what she described as “a ...

This story was originally published on Construction Dive. To receive daily news and insights, subscribe to our free daily Construction Dive newsletter. Dive Brief: Global data center investment will reach at least $3 trillion over the next five years as construction becomes costlier and demand stretches resources, according to a report from Moody’s Ratings, a New York City-based financial services company. Hyperscalers will drive double-digit data center capacity growth through at least 2026, which will ...

Core Insights - The big data industry focuses on companies that process, store, and analyze vast amounts of structured, unstructured, and semi-structured data, providing tools for data mining, transformation, visualization, and predictive analytics [1][3]. Company Summaries Fair Isaac Corp. (FICO) - Fair Isaac is experiencing strong financial performance, driven by growth in its Scores and Software segments, with an expected revenue growth rate of 21.1% and earnings growth rate of 34.6% for the current year [7][9]. - The company has expanded its scoring models to include 'Buy Now, Pay Later' loan data, enhancing predictive accuracy [7]. - FICO's Lenders Leading Inclusion Program supports better decision-making for lenders [8]. Teradata Corp. (TDC) - Teradata's prospects are bolstered by an improvement in ARR growth rate and productivity measures, with an expected revenue growth rate of -0.6% and earnings growth rate of 3.6% for the current year [11][14]. - The company is well-positioned to support Agentic AI workloads, managing critical enterprise data and delivering necessary performance [11]. - Recent acquisitions, such as Stemma, enhance Teradata's data search capabilities and analytics offerings [13]. F5 Inc. (FFIV) - F5 is benefiting from strong software growth, particularly in public cloud and security offerings, with an expected revenue growth rate of 1.8% and earnings growth rate of -5.2% for the current year [15][18]. - The company has made six acquisitions over the past five years to enhance its network security capabilities [16]. - F5's strong presence in Layer 4-7 content switching positions it well in the application networking market [17]. S&P Global Inc. (SPGI) - S&P Global is positioned to benefit from the growing demand for business information services, with an expected revenue growth rate of 7.2% and earnings growth rate of 11.6% for the current year [19][21]. - Recent acquisitions, including ProntoNLP, ORBCOMM, and TeraHelix, enhance its capabilities in textual data analytics and supply chain insights [19][20]. - The company's service launches are aiding growth and expanding market reach [19]. Moody's Corp. (MCO) - Moody's is leveraging its dominant position in the credit rating industry and strategic acquisitions to support top-line expansion, with an expected revenue growth rate of 7.8% and earnings growth rate of 11.9% for the current year [22][24]. - Recent acquisitions, such as securing majority ownership in Middle East Rating & Investors Service, are diversifying its revenue streams [23]. - A rebound in bond issuance volume is anticipated to drive growth for Moody's [23].

( 图片来源：《澳华财经在线》) 【财经要闻及评论】 美欧关税新变量叠加高位行情 全球股市面临阶段性再定价 █ 文｜ACB News《澳华财经在线》证券市场编辑团队 美东时间本地时间上周六，美国总统特朗普宣布，将对部分欧洲国家出口至美国的商品加征额外关税。 相关措施计划于今年2月起实施，并保留在后续阶段进一步上调税率的可能性。 消息发布时正值周末，对股市的相关影响有待在本周交易时段得到集中反映。 股市所处位置成为关键背景 与去年类似关税措施宣布时相比，当前全球主要股市所处的位置已明显不同。 过去数周，在宽松货币预期、风险偏好回升以及资金持续流入的推动下，美股、欧股及部分亚太市场均 出现较快上涨，多数主要股指运行于阶段性高位区间。 从技术层面观察，不少市场的短期动量指标已显现出一定程度的超买特征，部分指数与中期均线的乖离 率明显扩大。在此背景下，市场本身已积累了一定的回调压力，对新增不确定因素的敏感度相应提高。 关税事件或触发风险重新评估 在高位运行与短期涨幅较大的背景下，最新关税消息更可能扮演"风险再定价触发因素"的角色，而非单 一决定市场趋势的主导变量。 历史经验显示，类似在周末公布的贸易政策调整，往往会在 ...

Core Insights - Moody's Corporation (NYSE:MCO) is a leading provider of credit ratings, research, and risk analysis, playing a crucial role in global financial markets [1] - The company competes with major credit rating agencies like Standard & Poor's and Fitch Ratings [1] Stock Performance - Moody's current trading price is $535.12, reflecting an increase of $3.51 or approximately 0.66% [4] - The stock has fluctuated between $526.50 and $536.13 on the day, with a yearly high of $540 and a low of $378.71, indicating significant volatility [4] Market Capitalization - Moody's market capitalization is approximately $96.2 billion, highlighting its strong presence in the financial services industry [5] Analyst Outlook - Kazuya Nishimura from Daiwa has set a price target of $590 for Moody's, suggesting a potential upside of about 10.26% from its current trading price [2][6] - This optimistic outlook reflects confidence in Moody's future performance and market position [2] Governance Changes - Lisa P. Sawicki has been elected to Moody's Board of Directors, effective March 16, 2026, bringing extensive experience in audit and business advisory services [3] - Her leadership role at PwC is expected to strengthen Moody's governance and strategic direction [3][6]

Group 1 - At least $3 trillion is expected to be invested in data-center-related projects over the next five years, driven by the growth in artificial intelligence and cloud computing [1][5] - Major tech companies, including Microsoft, Amazon, Alphabet, Oracle, Meta, and CoreWeave, are projected to invest $500 billion in data centers this year due to rising demand [2] - Banks will play a significant role in financing these investments, with institutional investors also expected to participate in lending alongside banks [3] Group 2 - More US data centers are anticipated to utilize asset-backed securities and private credit markets for refinancing, with a notable increase in financing size and concentration expected after record issuance levels in 2025 [4] - Despite concerns about a potential bubble due to the substantial debt required for the AI revolution, demand for new data center capacity remains strong, with growth expected to continue globally over the next 12 to 18 months [5] - The need for additional capacity is projected to arise within the next decade, although the pace of technology adoption remains uncertain [6]

Core Viewpoint - The transition of leadership at Berkshire Hathaway from Warren Buffett to Greg Abel marks a new era for the company, with Abel committed to maintaining Buffett's investment philosophy of concentrating capital in high-quality ideas [1][2]. Investment Portfolio Overview - Berkshire Hathaway's investment portfolio totals $317 billion, with a significant concentration in eight key stocks that represent 74% ($234.5 billion) of the portfolio [3]. Key Holdings - **Apple**: Represents 20.1% of invested assets; despite being the largest holding, it has seen a 74% reduction in shares over the last two years, indicating a shift in investment strategy [4][6]. - **American Express**: Accounts for 18.2% of invested assets; known for its dual role as a payment facilitator and lender, it has a strong position among affluent customers, making it resilient during economic downturns [7][9]. - **Bank of America**: Comprises 10.2% of invested assets; the position has been reduced by 45% over five quarters, reflecting concerns over interest rate sensitivity amid a rate-easing cycle [11][13]. - **Coca-Cola**: Holds 8.6% of invested assets; its long-standing presence in the portfolio since 1988 is supported by a strong dividend yield and global market presence [14][15]. - **Chevron**: Represents 6.3% of invested assets; its integrated business model allows for stable cash flow, and it has a robust capital-return program with projected buybacks of $10 billion to $20 billion annually through 2030 [16][18]. - **Moody's**: Accounts for 4.1% of invested assets; it has performed well due to its debt rating services and analytics, benefiting from low interest rates in recent years [20][21]. - **Occidental Petroleum**: Comprises 3.4% of invested assets; it has a unique focus on upstream operations and is working to reduce its net debt position [23][25]. - **Chubb**: Represents 3.1% of invested assets; it focuses on high-end property and casualty insurance, allowing for premium pricing power and attractive margins [27][29].

Investors looking for stocks in the Financial - Miscellaneous Services sector might want to consider either BB Seguridade Participacoes SA (BBSEY) or Moody's (MCO) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven stra ...

Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q3 2025 investor letter. A copy of the letter can be downloaded here. The fund outperformed the iShares MSCI USA Quality Factor ETF (QUAL) by 69.2% and 61.3% on a gross and net basis, since inception through September 30, 2025. It also exceeded the S&P 500 by 32.7% and 26.1% respectively, on a gross and net basis. In addition, please check the fund’s top five holdings to know its best picks in 2025. ...