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Jim Cramer says he's not abandoning the Mag 7 stocks despite recent struggles. Here's why
CNBC· 2026-01-22 23:23
CNBC's Jim Cramer said Thursday he's not bailing on the tech giants known as the Magnificent Seven despite most of those stocks getting off to a sluggish start in 2026."I think that the money will ultimately flow back to most of the [Mag 7] ... because these companies just have too many levers, too much money. They're run by people who are too smart to bet against," Cramer said on "Mad Money."The Mag 7 cohort consists of Amazon, Alphabet, Apple, Microsoft, Meta Platforms, Nvidia and Tesla. AI chipmaker Broa ...
中国资产大涨 阿里巴巴涨超5%!美国公布重磅数据 特斯拉市值一夜增超4100亿元!国际金价银价同创历史新高
Mei Ri Jing Ji Xin Wen· 2026-01-22 23:21
当地时间1月22日,美股全线走高。消息面上,据央视新闻,美国总统特朗普最新表示,正在推进中的格陵兰岛协议将赋予美国"一切想要的军事进入权"。 此外,美国公布了第三季度GDP相关数据与最新初请失业金人数。 截至收盘,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%。 科技股普涨,Meta收涨5.7%,创7月31日以来最大单日涨幅;甲骨文涨超2%,AMD、微软、亚马逊涨超1%。马斯克称在美国得州的无人驾驶出租车 RoboTaxi取消安全监督员,特斯拉涨超4%,Lyft跌1.5%,Uber跌2%。 当地时间1月22日,马斯克在瑞士达沃斯举行的世界经济论坛年会上发表演讲时表示,特斯拉已经在工厂中使用部分擎天柱执行一些简单任务。 他预测,到2026年底,这些机器人将能够"完成更复杂的工作"。 马斯克称,特斯拉只有在"确信其产品具备极高的可靠性、极高的安全性,以及极广泛的功能范围"时,才会正式面向公众开售。 英特尔第四季度营收136.7亿美元,同比减少4.1%,市场预估134.3亿美元;第四季度调整后每股收益0.15美元,上年同期0.13美元,预估0.09美元。英特尔 预计第一季度 ...
Beware These Beloved Stocks
Investor Place· 2026-01-22 22:00
What studies show about returns after hitting “Top Dog” status… why the Mag 7 stocks are effectively, Top Dogs… where Eric Fry is looking for outperformance… Luke Lango and how to invest in the government’s “Genesis Program”Heavy lies the crown…especially in the stock market.For investors, “Top Dog” status – the #1 company by market capitalization – is often “dismayingly unattractive.”That conclusion comes from billionaire investor Rob Arnott, founder of Research Affiliates, whose research shows that market ...
半年失业预警、中美差距仅6个月、AI泡沫论…达沃斯聚光灯下,AI巨头掌舵人激辩
Sou Hu Cai Jing· 2026-01-22 21:54
Core Viewpoint - The 2026 Davos Forum highlights the pivotal role of artificial intelligence (AI) in shaping the global economy, with major players like Microsoft, Anthropic, Google, and NVIDIA addressing the balance between deployment speed and governance capabilities, as well as the transformative impact of AI on labor markets [2] Group 1: AI Development and Global Landscape - The past year has seen significant breakthroughs in AI technology, with NVIDIA's CEO Jensen Huang stating that 2025 will be a critical year for AI's transition from a "digital tool" to a "physical entity," integrating deeply with industrial manufacturing and robotics [3] - Huang emphasized that Chinese models like DeepSeek demonstrate high computational efficiency and low-cost advantages, suggesting a complementary rather than adversarial relationship between the US and China in technology [3] - Microsoft CEO Satya Nadella noted that AI's progress has shifted from being merely "usable" to "highly usable," with accuracy rates in medical diagnostics and industrial quality inspections surpassing 95% [3] Group 2: AI Efficiency and Cost Reduction - AI scholar Andrew Ng highlighted that the most significant advancement in the past year is the exponential increase in AI deployment efficiency, with open-source ecosystems reducing model deployment costs by 80% [4] - DeepMind CEO Demis Hassabis stated that the gap between Chinese AI companies and global leaders is only about six months, countering the narrative of a one to two-year lag [4] Group 3: Employment Impact and Job Transformation - Anthropic's CEO Dario Amodei predicted that large-scale unemployment is inevitable, suggesting that AI could replace software engineers within six months and half of entry-level white-collar jobs within five years [6] - Nadella countered this "doomsday scenario," arguing that AI will reshape job roles rather than replace them, leading to the creation of new positions such as AI trainers and prompt engineers [7] - Huang projected that AI will generate a multi-trillion-dollar infrastructure wave, creating numerous high-paying jobs in the physical economy, such as plumbing and electrical work [11] Group 4: AI Bubble Debate - The discussion around an "AI bubble" resurfaced at Davos, with concerns about overvaluation in the sector [12] - Hassabis acknowledged that bubbles are almost inevitable when a technology is perceived as transformative, while Nadella argued that the sustainability of AI depends on its ability to address real needs and create actual value [13][14] - Huang suggested that the demand for GPUs, which are essential for AI development, indicates a growing number of AI companies investing heavily in the technology [15]
Microsoft 365 hit by outage, preventing access to emails and files
TechCrunch· 2026-01-22 21:31
In Brief An ongoing Microsoft outage is preventing enterprise customers from accessing email inboxes, files, meetings, and other Microsoft cloud services.The technology giant said in a post on X around 2:30 p.m. ET that the outage was caused by a “portion of service infrastructure in North America that is not processing traffic as expected.” Microsoft didn’t provide specific details of the cause of the outage, but said it was “working to restore the infrastructure to a healthy state to achieve recovery.” M ...
Nord Precious Metals Invites Silver Investors to Meet Management at The Vancouver Resource Investment Conference Jan. 25-26
Thenewswire· 2026-01-22 21:30
Management will be at Nord’s booth #609 throughout the conferenceVancouver, B.C. - January 22, 2026 – TheNewswire - Nord Precious Metals Mining Inc. ("Nord" or the "Company") (TSXV: NTH, OTCQB: CCWOF, FF: QN3), an advanced silver explorer and developer in Canada’s Historic Silver District, invites investors to meet with management at the Vancouver Resource Investment Conference (VRIC) January 25-26, 2026 at the Vancouver Convention Centre West.Nord’s management including CEO Frank Basa, P.Eng. will be at B ...
Microsoft: Cloud Margins Are The Tripwire Heading Into FQ2 Earnings (Downgrade)
Seeking Alpha· 2026-01-22 21:30
Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...
美股三大指数收盘集体上涨,特斯拉涨逾4%
Mei Ri Jing Ji Xin Wen· 2026-01-22 21:22
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%。 ...
Microsoft working to fix Outlook email issues
CNBC· 2026-01-22 21:06
Core Viewpoint - Microsoft is currently addressing technical issues affecting its Outlook application, which is a critical component of the Microsoft 365 productivity software suite [1][2]. Group 1: Technical Issues - Users are experiencing a '451 4.3.2 temporary server issue' error message when trying to send or receive emails through Outlook [3]. - The outage has also impacted the OneDrive cloud file storage and SharePoint Online collaboration services, causing slow searches or complete failures [3]. Group 2: Service Disruption - The incident occurred during U.S. business hours, prompting discussions on social media as various institutions, including schools and government entities, faced disruptions [2]. - Microsoft identified that a portion of its service infrastructure in North America was not managing traffic properly and is actively working to resolve the issue [4].
Microsoft Corporation Agrees to Pay For Higher Electricity Consumption Due to Data Centers
Insider Monkey· 2026-01-22 18:09
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...