zimmytws/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Kevin Warsh’s Fed nomination may reshape January payrolls reaction. (0:17) Amazon and Alphabet earnings spotlight AI demand and cost cuts. (1:01) Bitcoin dips below $80K as investors debate rotation back. (2:00) The following is an abridged transcript: This week brings another dose of the mega and the macro. More megacap earnings arrive alongside the January jobs report. Economists expect nonfarm payrolls rose by ...

Group 1: Economic Indicators - Economists expect nonfarm payrolls to rise by 68K last month, with the unemployment rate remaining steady at 4.4% [3] - The upcoming jobs numbers may be overshadowed by comments from Fed-chair nominee Kevin Warsh regarding interest rates [3][4] Group 2: Earnings Reports - Amazon is projected to report EPS of $1.94 on revenue of $211 billion, with analysts anticipating an upside surprise due to AWS capacity additions and AI infrastructure demand [5] - Alphabet is set to report earnings on Wednesday, while Amazon will follow on Thursday, highlighting the focus on megacap companies this week [5][6] Group 3: Industry Trends - Amazon's recent layoffs, approximately 10% of its corporate workforce, are seen as a shift towards AI-driven operations, reflecting a broader trend in Big Tech [6] - The labor market may face deterioration as companies increasingly adopt AI, potentially leading to more layoffs and reduced hiring [4] Group 4: Cryptocurrency Market - Bitcoin has dipped below $80K, marking its lowest level since April 2025, and has experienced a fourth consecutive monthly decline [8] - The total cryptocurrency market cap has decreased by about 4%, falling below $2.8 trillion, with Bitcoin now ranking as the 12th-largest asset by market cap [9]

Presley said Gentherm has been working to develop commercial vehicle and heavy-duty equipment channels organically, and that the transaction provides established commercial channels that could accelerate cross-selling of Gentherm’s existing products into a broader customer base. He also pointed to power generation as a key growth market, citing demand for reliable energy for mission-critical operations such as data centers and increased need for backup power amid aging and unstable grid infrastructure.Chief ...

While job destruction sounds damaging, self-driving cars may create economic benefits elsewhere. Most commuters – 67pc – travel by car. Their journeys take an average of almost half an hour.If nobody were to drive any more, the future would look bleak for the nation’s 29,000 driving instructors too.Khosrowshahi expects a large share of those jobs to be lost. “Obviously, there will be job displacement,” he said.Around 280,000 drive heavy goods vehicles (HGVs), according to the Office for National Statistics, ...

Core Insights - The Yangtze River Delta (YRD) region has achieved impressive economic growth, with a total economic output surpassing 34.66 trillion yuan in 2025, an increase of 1.49 trillion yuan from the previous year, and a rise of 7.06 trillion yuan since the beginning of the 14th Five-Year Plan [1][3] - All provinces in the YRD outperformed the national average growth rate of 5.0%, with Shanghai, Jiangsu, Zhejiang, and Anhui recording growth rates of 5.4%, 5.3%, 5.5%, and 5.5% respectively [3][4] Economic Performance - Shanghai's GDP reached 56,708.71 billion yuan, Jiangsu at 142,351.5 billion yuan, Zhejiang at 94,545 billion yuan, and Anhui at 52,989 billion yuan, collectively adding 1.49 trillion yuan compared to the previous year [3][4] - The YRD's GDP share of the national total increased from 24.1% to 24.7% from 2021 to 2025, indicating a significant contribution to national economic growth [3] New Economic Milestones - The YRD welcomed new members to its "trillion GDP city club," with Wenzhou in Zhejiang surpassing the trillion yuan mark at 10,213.9 billion yuan, and Xuzhou in Jiangsu expected to follow suit [4] - A total of 11 cities in the YRD are now part of this club, including major cities like Shanghai, Suzhou, and Hangzhou [4] Sectoral Highlights - In specific sectors, Shanghai's fixed asset investment grew by 4.6%, while Jiangsu's productive service industry contributed 77.4% to the growth of all regulated service industries [6][10] - Zhejiang's per capita disposable income exceeded 70,000 yuan for the first time, and Anhui led the nation in automotive and new energy vehicle production [6][10] Innovation and Technology - The YRD has become a hub for technological innovation, with nearly one-third of China's 26 national advanced manufacturing clusters located in the region [8] - Shanghai's three leading industries—integrated circuits, biomedicine, and artificial intelligence—saw a manufacturing output growth of 9.6% [8] Structural Transformation - Jiangsu's high-tech industry accounted for 52.1% of the regulated industrial output, with high-tech manufacturing value-added growing by 11.9% [10] - Zhejiang's private enterprises and digital economy saw a 7.2% increase in industrial output, contributing significantly to GDP growth [10] Integration and Connectivity - The YRD has made significant progress in infrastructure connectivity, resolving historical issues with inter-provincial "broken roads" and investing over 130 billion yuan in railway construction in 2025 [12][15] - A collaborative innovation system has been established, enhancing resource allocation and optimizing industrial chains across the region [12][15] Global Competitiveness - With all provinces in the YRD now part of the "trillion-dollar foreign trade club," the region is enhancing its global competitiveness through platforms like the Belt and Road Initiative and free trade zones [16] - The YRD's economic output has reached levels comparable to major developed economies, indicating a successful regional integration model [16]

Key Takeaways Kimball Electronics will report Q2 results Feb. 4, with sales seen down 4.2% year over year.KE's expanding medical manufacturing footprint is expected to support performance in the quarter.Softness across the automotive and industrial segments may weigh on overall results.Kimball Electronics, Inc. (KE) is scheduled to report second-quarter fiscal 2026 results on Feb. 4, after market close.The Zacks Consensus Estimate for sales is pegged at $342.5 million, indicating a 4.2% decline from the pri ...

Core Viewpoint - Aptiv PLC is a global technology company focused on developing safer, greener, and more connected solutions for the automotive industry, with its fourth-quarter 2025 earnings report scheduled for February 2, 2026 [1] Financial Performance - Wall Street analysts estimate Aptiv's earnings per share (EPS) to be $1.82, with projected revenue of approximately $5.1 billion, reflecting a 3.5% increase from the previous year driven by increased vehicle production demand, particularly in North America and China [2] - The company has a strong track record of surpassing earnings estimates, with an average earnings surprise of 13.2% over the last four quarters [3] Business Segments - Aptiv's segments, including Electrical Distribution and Engineered Components, are benefiting from the launch of SUVs, electric vehicles (EVs), and high-voltage systems, while the Advanced Safety and User Experience unit is expected to see revenue growth but may face pressure on operating income [3] Market Valuation - Aptiv's price-to-earnings (P/E) ratio is approximately 58.10, indicating how the market values its earnings, while the price-to-sales ratio stands at 0.85, showing investor willingness to pay per dollar of sales [4] - The enterprise value to sales ratio is 1.17, reflecting the company's total valuation relative to its sales [4] Cash Flow and Leverage - The enterprise value to operating cash flow ratio is 9.71, providing insight into cash flow generation relative to valuation, with an earnings yield of 1.72% indicating a modest return on earnings [5] - The debt-to-equity ratio of 0.88 suggests a balanced approach to leveraging debt versus equity, while a current ratio of 1.79 indicates a strong ability to cover short-term liabilities with short-term assets [5]

Good morning. During earnings calls this week, the CFOs of big tech companies, Meta and Microsoft, delivered a similar message: the AI race requires unprecedented capital spending, but that spending is disciplined, demand-driven, and ultimately margin-accretive rather than reckless.The companies urged investors to look past headline numbers and focus instead on utilization, long-term economics, and visible revenue traction.Meta: Spending big, signaling profitMeta CFO Susan Li emphasized the trade-off betwee ...

ZEELAND, Mich., Jan. 30, 2026 (GLOBE NEWSWIRE) -- Gentex Corporation (NASDAQ: GNTX), a leading supplier of digital vision, connected car, dimmable glass, fire protection technologies, medical devices, and consumer electronics, today reported financial results for the fourth quarter and calendar year ended December 31, 2025. Fourth Quarter and Calendar Year 2025 Highlights: Fourth Quarter 2025 Net Sales: Consolidated $644.4 million; Core Gentex (ex-VOXX) $541.0 millionGross Margin: Consolidated 34.8%; Core G ...

Cash provided by operating activities was CAD 10.2 million , compared with CAD 10.4 million in the prior-year quarter. Free cash flow increased to CAD 4.8 million from CAD 3.8 million , while cash used in investing activities declined to CAD 4.5 million from CAD 7.7 million . Exco reported growth capital expenditures of CAD 200,000 and maintenance capex of CAD 4.3 million for the quarter.Posno said the company’s effective tax rate was 31.8% , down from 35.8% last year, reflecting geographic mix, foreign tax ...