ToplineThe S&P 500 surpassed 7,000 points as trading opened Wednesday, the latest milestone for the nearly 70-year-old index as big tech has boosted the market in recent years. The index, tracking the largest American companies, is fueled by big tech's skyrocketing growth.AFP via Getty ImagesKey FactsThe S&P 500 briefly rose to 7,001 shortly after trading commenced on Wednesday, before gains pared back to just 0.2% below the 7,000-point threshold.Broader gains were headlined by Intel, whose shares surged 9. ...

Texas Instruments - Texas Instruments reported an adjusted EPS of $1.27, slightly below expectations, with revenue at $4.42 billion, aligning with estimates. The Q1 revenue guidance is between $4.32 billion to $4.68 billion, which is better than market expectations [2][3] - Data center revenue surged 70% last quarter, indicating strong growth in this segment, which is becoming a new growth engine for the company. Management plans to break out data center revenue separately in future reports [3][4] - The industrial market showed recovery, with growth in the high teens percentage in Q4, driven by factory automation, industrial controls, and embedded systems. However, personal electronics revenue fell in the upper teens percentage [5] Starbucks - Starbucks reported an adjusted EPS of $0.56, which was below expectations, but revenue exceeded estimates at $9.92 billion compared to the expected $9.63 billion. The company is seeing a turnaround with traffic growth for the first time in two years [8][9] - Global same-store sales increased by 4%, and traffic grew by 3%, indicating positive momentum. The holiday season also contributed to strong sales, particularly with viral marketing efforts [10][11] - Despite some margin pressure due to turnaround costs and higher coffee prices, the overall sales and traffic growth are seen as key positive indicators for the company's future [9][10] AT&T - AT&T reported an adjusted EPS of $0.52, beating expectations of $0.46, with revenue at $33.47 billion, surpassing the anticipated $32 billion. The company added 421,000 new post-paid phone customers, in line with estimates [13][14] - The churn rate remained below 1%, indicating customer retention amidst a competitive pricing environment. The company also experienced growth in broadband, adding 283,000 new fiber customers [15][16] - However, the wireline business saw a decline of 7.5%, but overall growth in other segments helped offset this loss [16]

Core Viewpoint - Texas Instruments Inc. provided a strong forecast for the first quarter, indicating a recovery in demand for industrial equipment and vehicles, which led to a significant increase in its stock price [1][2]. Financial Performance - The company expects revenue in the first quarter to be between $4.32 billion and $4.68 billion, with the midpoint exceeding the average estimate of $4.42 billion [1]. - Projected profit for the period is up to $1.48 per share, compared to a prior projection of $1.26 [1]. Market Insights - The positive outlook suggests that customers have cleared inventory backlogs and are resuming purchases, with orders improving through the fourth quarter [2][4]. - Texas Instruments' fourth-quarter sales rose by 10% to $4.42 billion, generating a profit of $1.27 per share, slightly below estimates [6]. Industry Context - Analog chips produced by Texas Instruments are essential for various applications, including cars and factory equipment, making the company a key indicator of economic confidence [3]. - The industrial market, where Texas Instruments supplies chips for factory equipment, shows signs of improvement but still has potential for growth [4]. Segment Performance - The data center segment, previously a smaller revenue source, is rapidly expanding and is expected to contribute significantly to the business moving forward [5]. - The optimistic forecast also positively impacted shares of other analog-chip companies, such as Analog Devices Inc. and On Semiconductor Corp. [5].

每经AI快讯，1月28日，德州仪器股价上涨6.3%，此前该公司发布了第一季度收入及利润超出预期的预 测报告。 ...

每经AI快讯，美股开盘集体上涨，道指涨0.04%，纳指涨0.62%，标普500指数涨0.28%。德州仪器涨近 3%，公司对当前季度预期高于市场预期。星巴克上涨7.6%，第一季度美国同店销售额增长4%，高于市 场预期。阿斯麦涨近2.5%，公司2025年Q4营收97亿美元，创历史新高，订单规模为132亿欧元，远超预 期。存储板块延续强势，希捷科技涨近6%，西部数据涨4.7%，闪迪涨4.8%，美光科技涨超3%。 ...

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: HSBC upgraded UPS (UPS) to Buy from Hold with a price target of $125, up from $100. Q4 results beat expectations and while in-line 2026 guidance implies a weak Q1, it also points to strong margins by the end of 2026 when the Amazon (AMZN) glide down and tariff disruptions fade, the firm tells investors in a post ...

Arya认为，宏观环境仍存在不确定性，但相对不拥挤的模拟芯片板块有望重新获得市场关注，主要驱动 因素包括：工业库存补库(出货仍低于趋势15%-20%)、数据中心电源与连接需求的新增量，以及航空航 天与国防市场增长，同时汽车电子内容提升也将带来结构性机会。 摩根士丹利方面则保持谨慎。分析师Joseph Moore表示，虽然此前预期德州仪器将出现季节性超预期表 现，仍需看到更多连续增长的季度数据，才能对复苏的可持续性建立信心。摩根士丹利继续给予该 股"减持"评级，并将目标价小幅上调至180美元。 相比之下，美国银行则对公司前景更为乐观。该行将德州仪器评级从"跑输大盘"上调至"中性"，并将微 芯科技评级从"中性"上调至"买入"。同时，美国银行将德州仪器目标价大幅上调至235美元，微芯科技 目标价上调至95美元。 美国银行分析师Vivek Arya指出，德州仪器在第一季度展望中释放出的"模拟芯片复苏"信号十分明确， 并在CES期间与多家头部模拟芯片企业交流中得到印证。 智通财经APP获悉，德州仪器(TXN.US)周三在公布第四季度业绩及最新展望后，股价在盘前交易中一 度上涨约6.5%。市场认为，全球数据中心建设浪潮带 ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and improve content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

智通财经APP获悉，周三，半导体设备与材料板块普涨，德州仪器(TXN.US)涨近7%，阿斯麦 (ASML.US)、泛林集团(LRCX.US)涨逾4%，应用材料(AMAT.US)涨4%。 德州仪器的管理层在周二的一份声明中表示，预计第一季度的总营收区间将为43.2亿美元至46.8亿美 元，该业绩展望区间的中值略高于华尔街分析师们平均预估的44.2亿美元。德州仪器预计该期间利润最 高可达每股1.48美元(即第一季度每股收益展望区间为1.22美元至1.48美元)，分析师平均预期约为每股 1.26美元，显然区间中值大幅超越市场预期。 德州仪器的最新乐观展望区间表明，大客户们已全面消化了新冠疫情期间堆积如山的模拟芯片库存积 压，并开始再次大规模下单——并且核心驱动力主要来自于AI数据中心模拟芯片业务订单。 德州仪器首席执行官哈维夫·伊兰(Haviv Ilan)在与分析师们的业绩电话会议上称，第四季度订单显著增 长，尤其是来自AI数据中心的订单增速最为强劲，"市场一直很紧张，我们只需要看看结果如何。"伊兰 表示，德州仪器数据中心业务部门在截至12月的第四季度实现营收增长70%。 ...

周三，半导体设备与材料板块普涨，德州仪器(TXN.US)涨近7%，阿斯麦(ASML.US)、泛林集团 (LRCX.US)涨逾4%，应用材料(AMAT.US)涨4%。 德州仪器的最新乐观展望区间表明，大客户们已全面消化了新冠疫情期间堆积如山的模拟芯片库存积 压，并开始再次大规模下单——并且核心驱动力主要来自于AI数据中心模拟芯片业务订单。 德州仪器首席执行官哈维夫.伊兰(Haviv Ilan)在与分析师们的业绩电话会议上称，第四季度订单显著增 长，尤其是来自AI数据中心的订单增速最为强劲，"市场一直很紧张，我们只需要看看结果如何。"伊兰 表示，德州仪器数据中心业务部门在截至12月的第四季度实现营收增长70%。 德州仪器的管理层在周二的一份声明中表示，预计第一季度的总营收区间将为43.2亿美元至46.8亿美 元，该业绩展望区间的中值略高于华尔街分析师们平均预估的44.2亿美元。德州仪器预计该期间利润最 高可达每股1.48美元(即第一季度每股收益展望区间为1.22美元至1.48美元)，分析师平均预期约为每股 1.26美元，显然区间中值大幅超越市场预期。 ...