🚨HUGE: ALPHABET SEEKING MAMMOTH RAISE FROM US BOND SALEPer reports, Google's parent company, Alphabet, is seeking to raise about $15B from a US Bond Sale.The platform is tapping into the US high-grade bond market, adding to a borrowing spree by companies at the forefront of the AI investment boom. ...

分组1 - The telehealth firm Hims & Hers (HIMS) has decided to halt its plan to offer a cheaper version of the Wegovy pill after facing potential legal action and industry pushback, leading to a 16% drop in its shares [4][7] - Novo Nordisk (NVO) saw its shares rise by 7% in premarket trading following Hims & Hers' decision, indicating a positive market reaction to the news [4] - The compounded drugs market, which includes more affordable alternatives to branded medications, is under scrutiny due to regulatory concerns and the legality of mass-compounding practices [5][6][7] 分组2 - The FDA allows compounded drugs to be manufactured under specific conditions, such as nationwide shortages, which has been a point of contention in the case of weight loss medications like Wegovy and Ozempic [6][7] - The market for compounded drugs is growing, particularly in the context of high demand for weight loss solutions, but the lack of FDA oversight raises questions about safety and effectiveness [5][6] - The Seeking Alpha community is actively discussing various investment themes, including the performance of tech stocks and the implications of market rotations [8][9]

Prime Minister Mark Carney has promised to spend big on Canada's defense, and the country's technology companies sense opportunity https://t.co/Ct97Rr5yal ...

Company Overview - Simpson Manufacturing Co., Inc. (NYSE:SSD) is a significant player in the construction industry, providing a wide range of products for wood and concrete applications, including connectors, fastening systems, adhesives, and mechanical anchors [1] - The company serves various markets such as residential, light industrial, commercial construction, and the do-it-yourself sector across multiple countries [1] Financial Performance and Analyst Expectations - The consensus price target for SSD has remained stable at $190 over the past month and quarter, although it has decreased from $201 a year ago, indicating a slight adjustment in analysts' expectations [2][6] - During the recent Q3 2025 earnings call on October 27, 2025, analysts, including those from D.A. Davidson, set a price target of $120 for SSD, reflecting a positive outlook despite the previous price target [3][6] Industry Comparison - Comparative financial growth in the technology sector, exemplified by Silicon Motion's significant sales increases, highlights the varying success rates across industries, including construction and technology [4][6]

Economic Overview - The U.S. economy appears strong based on GDP growth, consumer spending, and business investment, but this strength conceals underlying issues [1][2] - The economic growth is supported by a narrow group of factors, including wealthier consumers, booming financial markets, and significant AI-driven investments by tech companies [2][4] Employment and Inflation - Recent employment data shows payrolls increased by 50,000, with an unemployment rate of 4.4% and average hourly earnings at $37.02, indicating a slow hiring pace and uneven strength [6] - Inflation data reveals a year-over-year CPI increase of 2.7% and a core CPI increase of 2.6%, suggesting inflation is nearing normal levels, yet many households still face financial pressure [6] GDP and Consumer Spending - The latest GDP estimate shows a real GDP growth of 4.4% annualized, which reflects an average strength that masks economic polarization [6] - Consumer spending data indicates a 0.5% month-over-month increase in Personal Consumption Expenditures (PCE) for October and November, aligning with the notion that spending appears solid due to a few affluent cohorts [6] Manufacturing Sector - The ISM Manufacturing PMI for January 2026 is reported at 52.6, indicating expansion, but growth remains uneven across different sectors [7] Economic Paradox - The core thesis presented by economists suggests that while the economy looks fine on the surface, it is growing unevenly, which is not captured by average metrics [8]

Core Insights - The Vanguard Mega Cap Growth ETF (MGK) and the Vanguard S&P 500 ETF (VOO) are designed to track large-cap U.S. stock performance, with MGK focusing on the largest growth companies and VOO tracking the full S&P 500 [1] Cost & Size Comparison - VOO has a lower expense ratio of 0.03% compared to MGK's 0.05% - VOO offers a higher dividend yield of 1.11% versus MGK's 0.36% - VOO has a significantly larger asset under management (AUM) of $839 billion compared to MGK's $32 billion [2] Performance & Risk Analysis - Over the past five years, MGK has provided a higher total return, growing $1,000 to $1,846, while VOO grew to $1,782 - MGK has a maximum drawdown of -36.02%, which is deeper than VOO's -24.53% - MGK's beta of 1.17 indicates greater price volatility compared to VOO's beta of 1.00 [3] Portfolio Composition - MGK consists of 60 stocks, with a heavy allocation of 55% in technology and 17% in communication services, with top holdings in Nvidia, Apple, and Microsoft - VOO holds 504 stocks, reflecting the sector weights of the S&P 500, with a more diversified portfolio including significant exposure to financial services and consumer cyclical sectors [4][5] Investment Implications - MGK targets mega-cap stocks, defined as those with a market cap of at least $200 billion, while VOO offers broader diversification that may mitigate volatility [6] - VOO's lower tech allocation (around 35%) compared to MGK's (55%) may result in less severe drawdowns during tech downturns [7] - A more concentrated portfolio like MGK's can lead to higher long-term earnings potential, but it also carries the risk of underperformance from individual stocks [8] - Investors willing to accept higher risk for potential higher returns may find MGK appealing, while those seeking stability may prefer VOO [9]

2026.02. 08 本文字数：2470，阅读时长大约4分钟 在理论定义中，AGI被视为AI的终极状态，意味着系统能在会计、法律等多个白领专业领域达到并取 代人类的智力水平。 现代AI"教父"之一本吉奥（Yoshua Bengio）警示称，AGI的研发进程可能会陷入停滞，而这种停滞 对投资者而言无异于灾难。他称，行业很可能在不久的将来"碰壁"，面对目前无法预见且难以快速解 决的技术瓶颈，这可能诱发一场真正的金融崩盘。毕竟，当前涌向AI领域的数万亿资金，大多建立 在技术能以目前速度规律进步的乐观预期之上。 罗伯特·李凭借其在帝国理工学院深造电子工程的学术背景，也提供了基于技术视角的结论。他表 示："从本质上看，AI运行的底层逻辑近年来并未发生颠覆性变革，真正的改变在于算力与存储能力 的爆发式增长，以及模型从处理单一数字数据向多模态（涵盖文本、视频和音频）的进化。尽管如 此，这些模型的核心仍是模式识别，实质上是极其复杂的统计模型。" 罗伯特·李形象地解释道，当用户利用AI模型搜索量子计算时，模型只是通过训练库或互联网搜集海 量资料，并利用模式识别提取共性并予以总结。这种功能虽然高效，却并非真正的智能。 作者 | ...

Elon Musk on @BillGates“You’d think that someone like Bill Gates, who started one of the biggest technology companies in the world, Microsoft, would be really strong in the sciences.But in my direct conversations with him, he’s not. He is not strong in the sciences.” https://t.co/xptdVjVTmx ...

Core Insights - The Vanguard Intermediate-Term Corporate Bond ETF (VCIT) offers higher yields and takes on more credit risk compared to the Vanguard Intermediate-Term Treasury ETF (VGIT), which focuses solely on U.S. Treasuries and has shown less historical drawdown [1][2]. Cost and Size - Both VCIT and VGIT have an expense ratio of 0.03% and are among the most affordable bond ETFs available [3][4]. - As of January 30, 2026, VCIT has a 1-year return of 8.8% and a dividend yield of 4.6%, while VGIT has a 1-year return of 6.6% and a dividend yield of 3.8% [3][4]. Performance and Risk Comparison - Over the past five years, VGIT experienced a maximum drawdown of 15.04%, while VCIT had a higher maximum drawdown of 20.56% [5]. - The growth of a $1,000 investment over five years is $867 for VGIT and $872 for VCIT, indicating similar performance despite the different risk profiles [5]. Portfolio Composition - VCIT invests in a diverse range of high-quality, investment-grade corporate bonds, with significant holdings in companies like Meta Platforms, U.S. Treasury securities, and Bank of America [6]. - VGIT exclusively holds U.S. Treasury securities, providing a straightforward investment option with minimal credit risk [7]. Implications for Investors - Both funds target intermediate-term bonds maturing in 5-10 years, but VCIT invests in corporate debt from blue-chip companies, while VGIT lends directly to the federal government through Treasury bonds [8].

xAI is hiring exceptional engineers.Join one of the fastest-growing AI companies, help build Grok, and get the opportunity to work directly with Elon Musk.All open roles are listed here: ⬇️https://t.co/aquMqTInLghttps://t.co/nCGCImCteo ...