Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity Strategy” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here. Global equity markets delivered robust results in the quarter, backed by easing inflation trends and strong economic data. The Hardman Johnston Global Equity Strategy returned 2.91%, net of fees, compared to the MSCI AC World Net Index’s 3.29% gain. The Financials and Consumer Staples sectors c ...

Lila Ibrahim is the COO of Google DeepMind. James Manyika is the senior Vice President for Research, Technology, and Society at Google. The two join Big Technology Podcast to discuss how Google's AI effort operates and runs experiments. In this conversation, we discuss the fundamental operating structure of DeepMind, how Google proper has become more experimental with the revival of Labs and other programs, and how the company is thinking about AI and education. We also cover weather and flood prediction at ...

Google's stock continues to show remarkable technical strength, trading at $333.26, up 1.63% on the day with a year-to-date gain of 6.4%. The stock is comfortably above both its 21-day and 50-day moving averages, demonstrating sustained institutional accumulation.While there is some put activity visible in the flow, particularly at the $300 and $340 strikes, the net sentiment remains overwhelmingly bullish with call volume and premium substantially outweighing protective put buying.Notably, heavy call volum ...

Group 1 - Ondas Inc. (NASDAQ:ONDS) experienced a decline of 8.30% on Monday, closing at $11.16, primarily due to investor concerns over potential dilution from a recent $8.4 million sale of convertible preferred shares [1][3] - The company’s subsidiary, Ondas Networks Inc., entered into share purchase agreements to borrow $16.5 million, allowing lenders to convert debts into 970,801 preferred shares, which can further be converted into common shares [2] - The recent share sale is part of a larger strategy where Ondas raised $1 billion from the issuance of 19 million common shares and pre-funded warrants, aimed at corporate development and strategic growth, including acquisitions and joint ventures [4] Group 2 - The potential conversion of preferred shares into common shares could significantly reduce the company's debt but raises concerns about dilution for existing common shareholders [3] - Despite the challenges, there is recognition of Ondas's potential as an investment, although some analysts believe other AI stocks may offer better returns with lower risk [5]

Market Overview - US stock futures increased, with S&P 500 rising 0.3% and Nasdaq 100 advancing 0.6%, while Dow Jones Industrial Average futures remained stable [1] - Investors are focused on the Federal Reserve's upcoming interest rate decision, with expectations of holding the benchmark rate steady [4] Earnings Reports - Key earnings reports due include General Motors, American Airlines, and Boeing [2] - Over 90 S&P 500 companies are set to report earnings, including major players like Meta, Microsoft, Tesla, and Apple [3] Health Insurance Sector - Health insurer stocks experienced significant declines after a report indicated Medicare payments would increase by only 0.09% for 2027, falling short of Wall Street expectations [7] - Humana's stock dropped 12.5%, CVS Health fell over 10% before settling at a 9.4% loss, and UnitedHealth Group's shares decreased by 8.6% [8] Political and Economic Risks - President Trump announced an increase in tariffs on South Korean products from 15% to 25%, affecting various sectors including autos and pharmaceuticals [5] - A potential government shutdown looms as Senate Democrats oppose a funding bill for the Department of Homeland Security [6]

库克上周还跟随特朗普去了达沃斯，并在那里得到了特朗普本人的点名赞扬："他很棒，干得不错。我 不知道有多少人干得比蒂姆好，但有些人和你水平相当。你最好赶紧行动起来，我告诉你。"(作者/箫 雨) 据娱乐媒体《好莱坞报道者》称，多位科技公司CEO出席了这场放映活动，还包括一场VIP晚宴。除库 克外，与会者还包括Zoom CEO袁征(Eric Yuan)、亚马逊CEO安迪·贾西(Andy Jassy)、亚马逊董事长杰夫 ·贝佐斯(Jeff Bezos)以及AMD CEO苏姿丰(Lisa Su)。 根据梅拉尼娅在X上发布的一张照片，库克坐在第二排。这只是库克为保持与特朗普良好关系所付出努 力的无数例子中的一个。他过去还赠送了特朗普一块玻璃制品、资助白宫东翼的拆除工程，以及向特朗 普的就职典礼捐赠100万美元。 凤凰网科技讯 北京时间1月27日，据科技网站MacRumors报道，苹果公司CEO蒂姆·库克(Tim Cook)上周 末在白宫拜访了美国总统特朗普，以参加即将在近期上映的纪录片《梅拉尼娅》的首映式。该片获得了 亚马逊的投资，记录了美国第一夫人梅拉尼娅·特朗普(Melania Trump)在特朗普第二次总统就职典礼 ...

Core Viewpoint - The stock market is influenced by fundamental business factors rather than emotional responses or external crises [1][4]. Group 1: Market Reactions - A sharp drop in S&P 500 futures occurred on Sunday night due to political headlines, spikes in precious metals, and severe weather, but all major U.S. indexes ended higher by Monday's close [1]. - Investors often misinterpret Sunday night futures as indicative of Monday's market performance, but these futures reflect a collection of weekend fears rather than actual market conditions [2]. Group 2: Earnings Season Impact - Earnings season is currently the primary driver of stock movements, particularly for major companies like Apple, Microsoft, and Meta Platforms, which are set to report earnings soon [3][5]. - The "Magnificent Seven" tech giants significantly influence the S&P 500, and their performance tends to be less affected by short-term emotional factors [5]. Group 3: Company Resilience - Major companies are generally not directly impacted by national crises, and any disruptions tend to be temporary [4]. - Companies in sectors like airlines and restaurants may experience short-term disruptions due to weather but do not significantly influence the overall S&P 500 index [4].

Core Viewpoint - Legato Merger Corp. IV successfully closed its initial public offering, raising $230 million through the sale of 23 million units at $10.00 per unit, including an over-allotment option [1][4]. Group 1: IPO Details - The offering consisted of 23,000,000 units, with gross proceeds amounting to $230,000,000 [1]. - Each unit includes one ordinary share and one-third of a redeemable warrant, with the whole warrant allowing the purchase of one ordinary share for $11.50 [2]. - The units are listed on the NYSE American under the ticker symbol "LEGO U" [2]. Group 2: Company Purpose and Focus - Legato Merger Corp. IV is incorporated in the Cayman Islands and aims to engage in mergers, acquisitions, and similar business combinations [3]. - The company plans to focus on target businesses in the infrastructure, industrial, artificial intelligence, and technology sectors [3]. Group 3: Use of Proceeds - The entire gross proceeds of $230,000,000 from the IPO and a simultaneous private placement will be placed in trust and used for the company's initial business combination [4].

Tech workers’ call for CEOs to speak up against ICE after the killing of Alex Pretti https://t.co/9qEHElV53B ...

Core Viewpoint - The Magnificent Seven tech stocks are experiencing mixed performance, with some members showing significant growth while others are under pressure, leading to a divergence in their valuations [1][2]. Group 1: Performance of the Magnificent Seven - Apple, Microsoft, and Meta Platforms are struggling, while Tesla and Alphabet have shown strong performance recently [1]. - Nvidia and Amazon are currently flat, but there is potential for them to regain momentum before the quarter ends [2]. - Tesla's stock has increased by over 47% in the past six months, making it one of the top performers among the Magnificent Seven [8]. Group 2: Alphabet's Position - Alphabet's shares have risen nearly 64% over the past year, yet the stock remains relatively inexpensive with a forward price-to-earnings (P/E) ratio of 29.5 [5][3]. - The company is expected to continue gaining traction with its AI initiatives, particularly with Google Gemini, which could enhance its market position [6][7]. - Analysts believe Alphabet has the potential to surpass Nvidia in market value due to various growth opportunities, including AI partnerships and new applications [7]. Group 3: Tesla's Valuation and Growth Potential - Tesla's stock is viewed as expensive with a trailing P/E of 311, which may hinder its ability to reach new highs [8]. - Despite the high valuation, long-term growth opportunities such as Full Self Driving subscriptions and potential robotaxi services could justify the premium price [9]. - The execution and timing risks associated with Tesla's growth strategies are acknowledged, suggesting a cautious approach to investment [10].