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Barclays Revises Cheniere Energy (LNG) Outlook Highlighting Strength in Natural Gas Market
Yahoo Finance· 2026-01-29 07:07
Group 1 - Cheniere Energy Inc. is considered one of the best inexpensive stocks to buy currently, with analysts maintaining an Overweight rating despite recent price target adjustments [1][2] - Barclays analyst Theresa Chen lowered the price target for Cheniere Energy to $259 from $262, while Wells Fargo reduced its target to $280 from $284, both citing lower international spreads and delays in expansion projects [1][2] - Citi also lowered its price target for Cheniere Energy to $280 from $283, maintaining a Buy rating, as part of a financial model update for Q4 2025 [3] Group 2 - The adjustments in price targets reflect concerns over companies with high exposure to crude and refined liquids, while natural gas-focused operators like Cheniere are expected to perform well due to a strong outlook for the gas market [1] - Despite the adjustments, analysts believe Cheniere remains undervalued, even if no additional expansions reach the Final Investment Decision (FID) stage [2]
ASML:2025 年第四季度初步解读 —— 订单表现强劲,2026 年指引超市场共识
2026-01-29 02:42
ASML Holding (ASML.AS): 4Q25 First Take: Very strong 4Q25 orders with guide for 2026 above cons ASML's 4Q25 revenue was above Visible Alpha Consensus Data but EBIT of €3.4bn was slightly below consensus. The company's bookings figure in 4Q was €13.2bn, up meaningfully qoq from a strong 3Q25 order intake of €5.4bn and materially above Visible Alpha Consensus Data of €6.6bn, including €7.4bn of EUV orders which came in significantly above consensus at €4.4bn. As such, we note that the 4Q25 order intake of €13 ...
Wednesday's Final Takeaways: Gold Glimmers, Muscle in Memory & Market Resilience
Youtube· 2026-01-28 22:30
Gold Market - Gold prices have reached a record high of $5,300 an ounce, driven by investor demand for safe-haven assets amid geopolitical risks and a weakening dollar [1][2] - The yellow metal has increased approximately 20% in 2026, following significant gains in the previous year, with projections suggesting prices could rise to $10,000 an ounce if monetary policy becomes more supportive [2] Semiconductor Industry - Global chip stocks have generally risen as investors return to the AI sector, with strong demand across the supply chain [3] - ASML and SKH Highix have led gains, with ASML reporting fourth-quarter earnings that exceeded estimates and provided optimistic sales guidance [3][4] - SKH Highix reported record full-year profits for 2025, benefiting from increased demand for memory chips [3][6] - Reports indicate that China has approved requests from major companies like ByteDance, Alibaba, and Tencent to purchase Nvidia's H200 system, potentially marking a significant shift for Nvidia in the Chinese market [4] Earnings Reports - Upcoming earnings reports from major companies such as Apple, Mastercard, and Caterpillar are anticipated, with a focus on iPhone sales and AI outlook for Apple [10][12] - Apple expects first-quarter revenue to be the highest ever, with double-digit growth anticipated in iPhone revenue, services revenue, and revenue from China [11] - The ongoing memory shortage may impact Apple's margins, which investors will be closely monitoring [11] Economic Indicators - Initial jobless claims and trade balance data are expected, with attention on the implications of recent fluctuations in foreign exchange markets and the dollar's performance [13][14]
Tesla’s Numbers Are In. Profits and Sales Beat Forecasts.
Barrons· 2026-01-28 22:00
Tesla's Numbers Are In. Profits and Sales Beat Forecasts.CONCLUDED[Tesla Stock Falls After Earnings. The Stock Is All About AI Now.]Last Updated:---Updated 1 day ago# Tesla's Numbers Are In. Profits and Sales Beat Forecasts.By[Al Root]Tesla CEO Elon Musk. (Andrew Harnik/Getty Images)Tesla reported fourth- quarter earnings per share of 50 cents and an operating profit of $1.4 billion, from sales of $24.9 billion. Wall Street was looking for 44 cents, $1.2 billion, and $24.6, respectively.Operating profit fel ...
Lam Research Corporation Reports Financial Results for the Quarter Ended December 28, 2025
Prnewswire· 2026-01-28 21:05
FREMONT, Calif., Jan. 28, 2026 /PRNewswire/ -- Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended December 28, 2025 (the "December 2025 quarter"). Highlights for the December 2025 quarter were as follows: | December 2025 | September 2025 | Change Q/Q | | | | --- | --- | --- | --- | --- | | Revenue | $ | $ | — | | | | 5,344,791 | 5,324,173 | | | | Gross margin as percentage of revenue | 49.6 % | 50.4 % | - 80 | | | | | | bps | | | Operating ...
Fed Chair Jerome Powell: Best thing we can do for affordability is keep inflation at 2%
Youtube· 2026-01-28 21:03
You talked about how consumer spending is uneven. The president calls inflation defeated and solved. The FOMC says it's a somewhat elevated inflation, but you talked about those customer survey or those some consumer sentiment surveys and public opinion polls that show that most families say the cost of living is still issue number one.What is the conversation around the table with your colleagues about how wealthier consumers seem to be driving so much of the economy and why so many families still feel lik ...
Only 2 "Magnificent Seven" Stocks Outperformed the S&P 500 in 2025. Are They Both Buys for 2026?
The Motley Fool· 2026-01-28 20:15
If you can stomach volatility, the long-term potential remains strong.The "Magnificent Seven" stocks got their name by being seven of the best-performing and dominant tech companies in the world. Unfortunately, most of the companies had a less-than-magnificent 2025.Five of the companies underperformed the S&P 500's 16.4% returns, with the two exceptions being Nvidia (NVDA +1.44%) and Alphabet (GOOG +0.61%)(GOOGL +0.73%). They finished 2025 up 38.9% and 65.4%, respectively.Considering their impressive recent ...
Daniel Rubino on MSFT "Great Positioning," AAPL on AI Sidelines & META Big Bet
Youtube· 2026-01-28 20:00
So for some more insight on just expectations into these reports and I'd like to welcome in Daniel Rabbino, editor and chief of Windows Central. Daniel, always appreciate you joining us, especially as we're on the heels of so many news catalysts for big tech as well as just the overall market, but wanted to start off your your thoughts here on Microsoft, of course, the the earnings before Apple. How crucial is AI momentum for this earnings event and really what will you be watching to gauge the real-time mo ...
I’m in my 30’s and set to retire on track with a 2.5% withdrawal rate on my 401k. However, I’m worried about what life will be like without my job
Yahoo Finance· 2026-01-28 19:36
Quick Read Recent market gains enable early retirement for some Millennials but lifestyle doubts remain the primary barrier. Early retirement can be reversed or modified through part-time work, freelancing, or returning to careers. Investors rethink ‘hands off’ investing and decide to start making real money Some fortunate young Millennials are embracing the FIRE (a buzzy acronym for financial independence, retire early) movement. With the stock market blasting off to new highs on the back of the a ...
ChatGPT Thinks Amazon Stock Will Close At This Price In The Next 60 Days
Yahoo Finance· 2026-01-28 18:01
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Quick Summary ChatGPT thinks Amazon stock could trade higher over the next 60 days, projecting an average price around $242.30 by mid-April. Investors looking to express a view can build exposure incrementally using commission-free fractional shares on SoFi, starting with as little as $5, and new users can receive up to $1,000 in free stock. Rather than slowly scaling position size through a retail acc ...