In its upcoming report, A.O. Smith (AOS) is predicted by Wall Street analysts to post quarterly earnings of $0.84 per share, reflecting a decline of 1.2% compared to the same period last year. Revenues are forecasted to be $923.74 million, representing a year-over-year increase of 1.2%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.7% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during thi ...

随着年货节大幕拉开，京东AI原生数字人也正式上线，直播全面进入"AI原生时代"。这不仅是一次技术升级，更是数字人从"工具化"到"AI 原生"的质变跃 迁。当技术的力量支持实时生成任意形象、语音、动作与商品讲解时，数字人便真正实现了"万物皆可播"。 从"工具"到"AI原生" 京东数字人开启直播Next Level 过去几年，数字人虽热度不减但常被当作"降本工具"，并且传统绿幕拍摄成本高、依赖预设脚本、应用场景受限。随着大模型加速走向深度应用，新一代AI 原生数字人应运而生：不仅成本更低，还能实现更自然灵动的交互，支持丰富玩法和多元场景。 过了腊八就是年！京东年货节已于1月25日腊八前夜晚8点正式开启，带来一系列重磅福利，包括官方直降5折起、国补加补至高3000元等优惠福利。仔细 看，京东直播间人气有点不一样！海尔、VAIO、a2、WHC等超百位知名品牌总裁集体空降发福利，人气王"马红红"撒红包雨，"徐霞客"卖起冲锋衣，"包 拯"化身比价判官，"戴珍珠耳环的少女"试穿中式旗袍讲美妆……这不是穿越剧，而是京东AI原生数字人的直播现场。 京东AI原生数字人，基于京东JoyAI大模型，形象、语音、动作全部由AI生成，让 ...

Key Takeaways WHR is offsetting soft U.S. housing demand with aggressive product renewals that drove retail and share gains.WHR's SDA business posted double-digit revenue growth via new products and a growing DTC channel.Whirlpool is investing for recovery, citing U.S. home undersupply, aging stock and a $300M laundry expansion.Whirlpool Corporation (WHR) is navigating the slowdown in U.S. housing demand by leaning on innovation, market share gains and structural advantages rather than waiting for a macro r ...

Core Insights - The 2026 national subsidy policy for replacing old appliances and vehicles has been implemented in Jiangsu, leading to a surge in consumer spending on home appliances, automobiles, and digital products [1][2][3] Group 1: Policy Overview - The 2026 subsidy policy expands support to include the installation of elevators in old residential areas, equipment for elderly care institutions, and fire rescue facilities, in addition to traditional categories [1] - The subsidy standards have been upgraded, with automotive subsidies shifting from fixed amounts to a percentage of the vehicle price, and household appliances focusing on energy-efficient products [1][2] - The implementation mechanism is designed to be efficient and transparent, with strict measures against fraudulent claims and a pre-allocation of funds to ease the financial burden on companies [2] Group 2: Market Response - The launch of the subsidy policy has resulted in a booming market for home appliances and digital products, with major retailers like JD.com offering nearly 10,000 products eligible for subsidies [2][3] - In the automotive sector, there has been a notable increase in consumer activity, with some dealerships reporting a more than 50% increase in foot traffic on the first day of the new year [4][5] - Consumers are taking advantage of multiple overlapping benefits, including manufacturer subsidies and low-interest financing options, leading to a significant uptick in vehicle purchases [4][5] Group 3: Consumer Experience - The new policy requires that vehicles be registered locally, enhancing service precision for local customers and ensuring compliance with subsidy requirements [5] - Various channels for subsidy qualification have been established, including mobile payment platforms, making it easier for consumers to access benefits [6] - Retailers are optimistic about meeting sales targets ahead of the Lunar New Year, driven by the renewed consumer interest sparked by the subsidy policy [5][6]

Core Viewpoint - Whirlpool has faced significant challenges, resulting in a substantial underperformance compared to the S&P 500, but it is positioned to benefit from tariffs in the future [2][9]. Company Performance - Whirlpool's stock has declined by 45% over the past five years, while the S&P 500 has increased by 103% [2]. - The current market capitalization of Whirlpool is $4.4 billion, with a current stock price of $76.94 [3]. - The company has $6.2 billion in long-term debt and has experienced pressure on profit margins and cash flow due to high interest rates and competitive actions from Asian rivals [3]. Financial Guidance - Management reduced the expected EBIT margin from ongoing operations from 6.8% to 5% and revised free cash flow expectations from $500 million-$600 million to $200 million [5]. - The target for debt reduction has been pushed from 2025 to 2026 [5]. Market Dynamics - Asian competitors have aggressively preloaded the market ahead of tariffs, creating a highly promotional environment [6][7]. - With tariffs in place and a slowdown in import volumes, Whirlpool is expected to benefit as 80% of its products sold in the U.S. are domestically manufactured [9]. Future Outlook - A recovery in the housing market, which is anticipated to drive sales of higher-margin domestic appliances, has not yet occurred but is expected to improve as the Federal Reserve cuts rates [10]. - The company could potentially deliver better results for investors in the coming year [10].

Company Overview - Copper, a California-based startup, invented a battery-equipped induction stove that plugs into a regular 120-volt outlet [2] - Copper leverages batteries to enhance appliance performance, simplify installation, ensure functionality during power outages, and support the grid [3] - Copper has secured $38 million in total funding from investors including Climactic, Prelude Ventures, Building Ventures, Voyager Ventures, Collaborative Fund, and Designer Fund [6] Market Opportunity and Partnerships - New York City's housing authority partnered with Copper in a $32 million deal to deploy 10,000 battery-equipped stoves into city-owned housing [3] - Copper is targeting multi-family housing developers and housing authorities [6] - Copper's technology offers a cost-effective alternative to maintaining aging gas pipe systems [4] Technology and Innovation - Copper's battery-equipped induction range offers an easy upgrade from gas to induction without electrical system upgrades [2] - The lithium-ion battery in Copper's stove can be charged during off-peak hours, creating a distributed storage farm [5] - Copper's solution addresses the challenge of increasing energy consumption from data centers, AI, and natural growth [5] Product and Pricing - Copper's induction ranges start at $6,000, but tax credits are available [6] - Copper's products are available for direct purchase on the company website [6]

Industry Trends - Appliance companies are investing millions in research and development [1] - The industry is betting consumers will pay extra for appliances that save time on chores [1] Product Development - Companies aim to reduce chore time by five minutes [1]

Would you pay extra to shave five minutes off your chores? Appliance companies are spending millions on research and development betting you'll say yes. https://t.co/7YsydZX379 ...

Core Insights - Suze Orman emphasizes the importance of dividend stocks as a reliable source of passive income, particularly for retirees seeking predictable income streams [2][5][6] - Orman advocates for a balanced investment strategy, suggesting that dividends should not constitute an entire portfolio but rather serve as a stabilizing tool alongside growth investments in sectors like technology and AI [4][6][7][8] Dividend Stocks - Companies like Pfizer and Whirlpool are highlighted as strong dividend stocks, with Whirlpool offering a notable dividend yield of 5.32% as of November 2025, driven by consistent demand for home appliances [1] - Orman identifies high-yield dividend stocks such as Microsoft, NVIDIA, Meta, and Broadcom as not only reliable for dividends but also as long-term growth performers [7] Investment Strategy - Orman's investment strategy includes dollar-cost averaging during volatile market periods to capitalize on lower share prices and secure higher future yields [9] - Diversification is a key principle in Orman's approach, recommending a mix of individual dividend stocks and dividend ETFs to mitigate risks associated with any single company [10][12] Risk Management - Orman warns about the implications of dividend cuts, viewing them as significant red flags that may necessitate selling to protect future income [11]

Production Strategy - GE Appliances is reshoring laundry machine production from China [1] - The reshoring aims to be closer to the American consumer [1] - GE Appliances cannot accomplish this reshoring initiative alone [1]