Getting fired can feel isolating, but it's actually a fairly common experience. In an era of near-constant layoffs and companies raising the bar for efficiency and performance, it can feel easy to fall short.LHH's John Morgan told Business Insider that the biggest takeaway for job seekers is that changing jobs is "pretty normal." "People are leaving companies, whether it's voluntarily or involuntarily, and are looking to do something different," said Morgan, who is the talent firm's president of career tr ...

The people who know Nvidia and Palantir best are speaking volumes with their actions.For only the third time in the S&P 500's existence, Wall Street's benchmark index has rallied at least 15% for three consecutive years. These outsize returns for Wall Street from 2023 through 2025 come courtesy of the artificial intelligence (AI) revolution.Empowering software and systems with the ability to make split-second decisions without the need for human oversight is a technological leap forward that can eventually ...

Core Viewpoint - Advanced Micro Devices, Inc. (AMD) is focusing on the development and expected benefits of its new product lines, particularly in the AI and computing sectors, while acknowledging the inherent risks and uncertainties in the semiconductor industry [1]. Product Development - AMD is launching several new product lines including the AMD "Helios" rack-scale platform, AMD Instinct™ MI400 Series, AMD Instinct™ MI500 Series, and various AMD Ryzen™ AI processors [1]. - The company anticipates significant future demand for AI technologies and aims to leverage ecosystem partnerships to enhance its market position [1]. Market Conditions - AMD operates in a highly competitive semiconductor market characterized by cyclical trends and varying demand across different industries [1]. - The company faces challenges such as the timely introduction of products, potential loss of significant customers, and economic uncertainties that could impact sales [1]. Manufacturing and Supply Chain - AMD relies on third-party manufacturers for product production and is subject to risks related to manufacturing yields, supply chain efficiency, and the availability of essential materials and technologies [1]. - The company must navigate potential security vulnerabilities and disruptions in its internal business processes and information systems [1]. Regulatory and Environmental Factors - AMD is affected by government regulations, including export controls and trade tariffs, which could impact its operations and market access [1]. - The company is also mindful of environmental laws and corporate responsibility expectations from stakeholders [1].

Investors were unenthusiastic about the company's latest expansion effort.A new acquisition announced by electronic components maker Jabil (JBL 7.05%) on Monday wasn't greeted warmly by Mr. Market. Investors traded out of the company on news of its latest deal, to the point where the stock lost more than 7% of its value that trading session.Starting off the new year with a new asset buyThat morning, Jabil announced that it is now the owner of privately held Hanley Energy Group, which specializes in energy m ...

Group 1: SGA Global Growth Strategy Overview - SGA's Global Growth Strategy portfolio returned -2.3% (Gross) and -2.5% (Net) in Q3 2025, underperforming the MSCI ACWI's 7.6% and MSCI ACWI Growth's 9.0% returns, primarily due to enthusiasm for AI overshadowing factors like quality and sales stability [1] - The investment objective of SGA is to invest in high-quality growth businesses expected to achieve consistent mid-teens earnings growth, along with stable revenue and cash flow [1] Group 2: SAP SE Analysis - SAP SE is a leading provider of enterprise application and business solutions, with a one-month return of 2.49% and a 52-week loss of 4.10%, closing at $236.92 per share on January 2, 2026, with a market capitalization of $276.437 billion [2] - SAP is recognized as the global leader in ERP application software, serving over 100,000 customers across more than 120 countries, and generates significant free cash flow from recurring, high-margin software maintenance and cloud subscription fees [3] - The enterprise application software market is projected to grow at mid-to-high single-digit rates annually, with SAP's transition from license to subscription expected to yield more predictable and substantial recurring cash flows over time, evidenced by over 25% organic order growth in cloud subscription products [3]

Maksim Safaniuk/iStock via Getty Images Listen below or on the go via Apple Podcasts and Spotify Crude oil pares losses as traders assess U.S. move that ousted Nicolás Maduro. (00:22) TSMC (TSM) stock surges most since April as Goldman lifts target by 35%. (02:06) Samsung (SSNLF) plans to double Gemini-powered mobile devices in 2026 - report. (02:47) This is an abridged transcript. Crude oil is largely unchanged in early trading, while stock index futures are in the green. This comes after the U.S. o ...

Oil Market - Crude oil prices are largely unchanged in early trading, with analysts suggesting that the U.S. operation in Venezuela, which removed President Nicolás Maduro, may lead to a potential increase in Venezuelan oil production, adding long-term downward pressure on global crude prices [3][5] - Goldman Sachs analysts predict that any rebound in Venezuelan oil output will be limited and slow due to years of underinvestment and deteriorating infrastructure, maintaining their 2026 oil price outlook at $56 per barrel for Brent crude and $52 for West Texas Intermediate [4][5] - Major oil companies such as Halliburton, SLB, Chevron, ConocoPhillips, and Valero have seen significant premarket gains, with Halliburton and SLB up 8%, and Chevron up 7% [6] Semiconductor Industry - Taiwan Semiconductor Manufacturing Company (TSMC) shares rose 3% in premarket trading after a 5% increase on Friday, following a 35% price target increase by Goldman Sachs to NT$2,330, driven by expectations of solid growth [7] - Goldman Sachs views AI as a multi-year growth engine for TSMC, projecting the company will invest $150 billion over the next three years to increase capacity [8] Technology Sector - Samsung Electronics plans to double the number of mobile devices powered by Google's Gemini AI from 400 million to 800 million by 2026, with a focus on applying AI across all products and services [9] - The co-CEO of Samsung acknowledged the global shortage of memory chips affecting mobile phones and consumer electronics, indicating potential price hikes while working on long-term strategies to mitigate the impact [10]

Core Insights - The article discusses the launch of Fintech 2030, the third stage of Hong Kong's fintech strategy, aimed at enhancing collaboration between banks and other sectors, particularly in AI and data utilization [2][4][5]. Group 1: Fintech 2030 Overview - Fintech 2030 is designed to drive collaboration across various sectors, building on previous initiatives from 2017 and 2021 [2][4]. - The initiative includes over 40 projects under a five-year roadmap, focusing on data, AI, resilience, and tokenization (DART) [5]. Group 2: AI and Data Utilization - Project Noor aims to create an AI model assessment framework for the banking sector, helping manage AI-related risks [4]. - The importance of high-quality data is emphasized, as it is crucial for the effective application of AI in banking services [6]. Group 3: Collaboration and Innovation - Banks, technology firms, academia, and other industry participants are encouraged to collaborate for responsible innovation [5]. - A specific example of collaboration is mentioned, where a bank partnered with a telecommunications provider to explore anti-fraud measures [3]. Group 4: Data Infrastructure and Support for SMEs - Hong Kong plans to enhance its next-generation data infrastructure to better utilize data and AI, particularly to assist small and medium-sized enterprises in securing loans through transaction records [7]. - The expansion of data sets available on the Commercial Data Interchange (CDI) is planned, including government data to improve data analytics capabilities [8].

Group 1: Amazon - Amazon plans to cut its global corporate workforce by up to 14,000 roles while leveraging opportunities in artificial intelligence [1] - RBC Capital analyst Brad Erickson identifies Amazon as a top pick, citing strong visibility on AI infrastructure return on invested capital and an upcoming product cycle [3][4] - Erickson raised revenue and EBITDA estimates for Amazon for 2026 and 2027, expecting a 10% revenue growth and a 30% adjusted EBITDA margin by 2028 [6] Group 2: Microsoft - Morgan Stanley analyst Keith Weiss maintains a buy rating on Microsoft, with a price target of $650, highlighting robust demand for Microsoft Azure [8][10] - Weiss raised his Azure estimates, projecting Azure AI gross margin to reach 30% by fiscal 2029, with potential for margins to exceed 40% [11] - Microsoft is viewed as a top pick in the large-cap software sector, with sustained demand and margin expansion not fully valued by the market [12] Group 3: Micron Technology - Micron Technology reported strong Q1 FY26 results, exceeding expectations and providing an optimistic outlook for Q2, driven by high demand for memory products [14][15] - Stifel analyst Brian Chin reiterated a buy rating on Micron, with a price target of $300, noting a 20% sequential growth in DRAM and NAND revenue [16] - Micron expects both DRAM and NAND bit shipments to increase by 20% in 2026, despite industry supply constraints [17]

31 December 2025 | 8:10PM HKT Equity Research China PCB: Shengyi (600183.SS) CCL factory visit: AI capacity in expansion; Price hikes to continue in 1H26E We visited Shengyi Technology's (600183.SS, Not Covered) copper clad laminate (CCL) factory in Dongguan and talked to management on Dec 30. Shengyi is a local CCL supplier, expanding from consumer electronics, automotive to data center markets. Management expects the CCL price hike to continue in 2026E, given the rising demand from PCB clients and short s ...