Uber is rolling out its ride hailing service in the Chinese gambling hub of Macau, expanding into a new market in Asia-Pacific for the first time in years https://t.co/20D3gV8DE2 ...

As filed with the United States Securities and Exchange Commission on February 2, 2026. Registration No. 333-291924 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Hennessy Capital Investment Corp. VIII (Exact name of registrant as specified in its charter) Cayman Islands 6770 98-1872964 (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Num ...

Market Overview - The market shows signs of strength as investors focus on upcoming earnings from major tech companies like Amazon and Alphabet [2] - Economic uncertainty is highlighted by a government shutdown delaying the January jobs report, affecting consumer spending patterns [3] Consumer Spending Trends - Research indicates a shift in consumer spending, with increased grocery purchases during lunch hours and decreased restaurant spending, attributed to remote work and cost considerations [5][6] - Spending patterns remain consistent, with approximately 23% of transactions occurring during weekdays and about a third on weekends, showing stability over the past five years [8] - The trend of working from home is expected to persist, influencing consumer behavior and spending habits [9][10] K-Shaped Economic Recovery - A K-shaped recovery is evident, with higher-income households experiencing a 3% growth in spending, while lower-income households see growth below 1% [15] - The gap in spending growth between income levels has remained relatively constant, with a 2 percentage point difference noted over the last six months [16][17] - Tax refund season may temporarily buffer the K-shaped economy, but long-term trends suggest the disparity will continue [18] Generational Spending Differences - Older households are showing stronger spending growth compared to younger generations, with Gen X currently facing the most significant spending pressures [20] Company-Specific Insights - Tyson Foods reported first-quarter earnings that exceeded estimates but faced challenges in its beef segment, which has seen ongoing losses due to supply issues [39][41] - Disney's earnings surpassed forecasts, but the company provided a tepid growth outlook, leading to a 7% drop in stock price [43][44] - NXP Semiconductors reported fourth-quarter results that fell short of expectations, particularly in the automotive segment, resulting in a 5% decline in stock price [47] SpaceX and XAI Merger - SpaceX plans to merge with XAI, consolidating two of Elon Musk's ventures, potentially to leverage shared technologies and mitigate financial losses from XAI [34][35][36]

Market Overview - Major indices closed higher, with the Dow up over 500 points, representing a 1% increase [1] - The NASDAQ composite increased by more than half a percent, while the S&P 500 and Russell 2000 also saw gains of nearly 1% [2][3] Sector Performance - Industrials experienced significant growth, driven by a strong ISM manufacturing report, marking the best activity since 2022 [3] - Consumer staples and financials also closed up over 1%, while energy and utilities sectors saw declines of nearly 2% and 1.5%, respectively [4] Notable Stock Movements - Apple and Walmart both rose by 4%, with Micron increasing by 5% [4] - SanDisk showed remarkable performance, up 180% year-to-date, while Intel rebounded with a 5% increase [5][6] AI Market Dynamics - AI is no longer the sole driver of market rallies, with Nvidia and Oracle experiencing declines while broader markets surged [7] - There is a shift towards diversification outside of the AI theme, with a focus on value investments [10][12] Earnings Insights - Palantir reported Q4 EPS of 25 cents, exceeding expectations of 23 cents, with revenue up 70% to $1.41 billion [26] - The company anticipates adjusted operating income for Q1 between $870 million and $874 million, also beating consensus [27] Growth Projections - Palantir's guidance for 2026 indicates a growth rate of 61%, suggesting a reacceleration in demand [35] - The US commercial revenue for Palantir increased by 137% year-over-year, indicating strong market demand [37] Competitive Landscape - Palantir is positioned uniquely in the market, with its offerings being integral to AI infrastructure, distinguishing it from traditional software companies [52][56] - The company is seen as a leader in the AI space, with significant potential for growth as AI technologies continue to evolve [54][56]

First Quarter Fiscal Year 2026 Results February 2, 2026 Cautionary Statement Information in this presentation contains forward-looking statements regarding future events and our future results within the meaning of the Private Securities Litigation Reform Act of 1995 that involve risks and uncertainties, including, but not limited to, the results of our ongoing focus on operational excellence, increased output, more consistent execution, and innovation, including whether such focus ultimately leads to susta ...

Core Insights - Harrison Street Asset Management (HSAM) has launched its first ETF, the Harrison Street Infrastructure Active ETF (Ticker: NFRX), aimed at providing investors with exposure to global listed infrastructure companies [1][2][3] Company Overview - HSAM is a leading global alternative investment management firm with over $108 billion in assets under management, specializing in real asset strategies [1][8] - The firm has a long-term track record in infrastructure investing, managing approximately $30 billion in assets across various infrastructure strategies [7] ETF Details - The NFRX ETF focuses on global listed infrastructure companies that provide essential services, particularly in the utilities, midstream energy, digital, and transportation sectors [2][6] - The ETF is designed to cater to wealth managers and private wealth investors seeking portfolio diversification and exposure to growth potential, income generation, and low volatility [5][6] Management Team - The ETF will be managed by HSAM's private wealth division, with a team that includes Robert Becker, Hasan Goncu, and Casey Frazier, all of whom have extensive experience in infrastructure investment [4][5] Market Outlook - The firm believes that infrastructure fundamentals are currently very attractive due to a global need for infrastructure development and long-term growth trends such as AI, digitization, and electrification [6]

Group 1 - The article does not provide any relevant content regarding the company or industry [1]

Market Overview - The stock market closed mostly lower, with the Dow managing to finish slightly in the green, while the NASDAQ experienced its worst day in several months [1][2][3] - The S&P 500 ended with a minor loss of about 13 basis points, while the Russell 2000 small-cap index was also slightly down [3] Company Performance - Microsoft saw a significant drop, down approximately 10% at its lows, marking its worst performance in several months [4] - Tesla also declined by 3%, while Meta's stock rose by 10%, contributing to a strong performance in the communication services sector [4][5] - SanDisk reported a revenue of $3.03 billion, exceeding expectations of $2.68 billion, and its earnings per share came in at $620, significantly higher than the expected $344 [22][23] - SanDisk's stock has surged over 90% year-to-date, driven by high demand for memory products in the AI sector [24][25] Sector Analysis - The communication services sector reached a record high, while technology was the worst-performing sector, down 1.6%, primarily due to poor performance in software stocks [5][6] - The software industry faced widespread declines, with companies like SAP down 15% and Atlassian down 10% [6][7] - In the semiconductor space, companies like Lamb Research and KLA saw gains of about 3.5%, indicating a mixed performance within the sector [7] Geopolitical Impact on Oil - Crude oil prices rose to their highest levels since September, influenced by President Trump's threats of military action against Iran, which has led to a risk premium in the oil market [11][12] - Analysts noted that the market is not currently pricing in a full-scale conflict but is reacting to operational signals and geopolitical tensions [12][13] Housing Market Insights - US mortgage rates are holding steady at 6.1%, the lowest in three years, but housing affordability remains a challenge due to high home prices [44][45] - The "lock-in effect" is causing homeowners with low-rate mortgages to keep their homes off the market, contributing to tight inventory levels [48][50] - New home listings have increased, but they are still 20% below pre-pandemic levels, indicating a slow recovery in housing supply [50][56] Future Outlook - Analysts expect continued high demand for memory products, particularly in AI infrastructure, but caution against potential oversupply in the future as production ramps up [39][42] - The housing market may see improvements in inventory levels, but significant policy changes at the state and local levels are needed to address long-term supply issues [52][56]

Core Viewpoint - Werner Enterprises (WERN) is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the actual results being crucial for its near-term stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on February 5, with a consensus estimate of quarterly earnings at $0.09 per share, reflecting a year-over-year increase of 12.5% [3]. - Revenues are projected to reach $770.01 million, which is a 2% increase from the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 4.6%, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Werner is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +8.66%, suggesting a more optimistic outlook from analysts [12]. Historical Performance - In the last reported quarter, Werner was expected to post earnings of $0.15 per share but instead reported a loss of -$0.03, resulting in a surprise of -120.00% [13]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [14]. Predictive Indicators - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10]. - However, Werner currently holds a Zacks Rank of 4 (Sell), complicating the prediction of an earnings beat despite the positive Earnings ESP [12]. Conclusion - While the company shows some potential for an earnings beat based on the Earnings ESP, the overall outlook is tempered by its Zacks Rank, indicating that investors should consider additional factors before making investment decisions [17].

Financial Data and Key Metrics Changes - In 2025, Brookfield Infrastructure generated funds from operations (FFO) of $2.6 billion, reflecting a 10% increase compared to 2024 when normalized for asset sales and foreign exchange [4] - The fourth quarter FFO reached a record of $0.87 per unit, leading to a 6% increase in quarterly distribution to $1.82 per unit, marking the 17th consecutive year of distribution increases of at least 5% [4][5] Business Line Data and Key Metrics Changes - The transport segment generated FFO of $1.1 billion, consistent with the prior year after normalizing for $1.8 billion of capital recycling initiatives, with revenue growth in rail and toll road segments averaging 2% and 3% respectively [5] - The midstream segment's FFO increased by 7% year-over-year to $668 million, driven by higher volumes in Canadian natural gas operations and a newly acquired US refined products pipeline [6] - The data segment saw FFO of $502 million, a more than 50% increase compared to the previous year, attributed to new investments and strong organic growth in data storage [6] Market Data and Key Metrics Changes - The company reported record liquidity of $6 billion at the end of 2025, bolstered by $3.1 billion in asset sale proceeds [8] - The global data center platform has development potential of approximately 3.6 gigawatts, with contracted capacity exceeding 2.3 gigawatts [7] Company Strategy and Development Direction - Brookfield Infrastructure is focusing on AI infrastructure investing, leveraging sector tailwinds to create durable value for unitholders [2][10] - The company is applying a risk-focused approach to AI infrastructure, emphasizing long-term contracts and selective investment in strong counterparties [11][12] - The strategic initiatives include deploying approximately $1.5 billion into new investments and maintaining a robust pipeline of opportunities across sectors and geographies [17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in a constructive backdrop for infrastructure in 2026, driven by digitalization, decarbonization, and deglobalization trends [19] - The company anticipates returning to a growth target of 10% or higher per unit in 2026, supported by resilient cash flows and a strong capital deployment outlook [20] Other Important Information - The company completed approximately $16 billion in financings to de-risk operating company balance sheets [3] - The company has secured two transactions expected to generate attractive returns, including a sale of a Brazilian electricity transmission concession and a capital partnership for data centers in North America [9] Q&A Session Summary Question: Can you elaborate on your contract approach to mitigate technology risk in data centers? - Management explained that long-term contracts (15 years) help manage technology risk by ensuring that any necessary infrastructure changes are not at their cost, allowing them to focus on core infrastructure [24][28] Question: Can you provide details on the KKR acquisition of a stake in a portfolio of data centers? - Management stated they cannot disclose specific transaction details but confirmed joint ventures with institutional investors, including KKR, across various markets [32][34] Question: What is the expected inflation indexation across geographies in 2026? - Management indicated that inflation indexation in OECD markets is expected to average between 2% and 3%, while emerging markets like India and Brazil may see inflation pass-through in the range of 2%-4% [45] Question: Can you provide an update on the capital backlog and its drivers? - Management noted that the data center platform saw significant growth, with a backlog increase driven by new contracts and acquisitions, particularly in North America and Europe [49][51] Question: How does the Canada-Alberta MOU impact midstream investments? - Management stated it is too early to determine the MOU's impact but noted existing growth initiatives and a strong operational environment in Canada [64][66]