Thomson Reuters Corporation (NASDAQ:TRI) ranks among the most promising QQQ stocks according to hedge funds. On January 16, CIBC’s Robert Bek reaffirmed Thomson Reuters Corporation’s (NASDAQ:TRI) Outperform rating while lowering the price target for the stock from $198 to $183. To strengthen its position in the compliance sector, Thomson Reuters Corporation (NASDAQ:TRI) released ONESOURCE Sales and Use Tax AI on January 16, a software application designed to automate essential aspects of sales and use ta ...

中新社上海1月21日电 (记者 李姝徵)2025年上海市国民经济运行情况21日发布：根据地区生产总值统一 核算结果，2025年，上海实现地区生产总值(GDP)56708.71亿元(人民币，下同)，按不变价格计算，同 比增长5.4%。 这一数据不仅高于全国5%的GDP增速，也较2024年上海GDP增速提升0.4个百分点。 "十四五"期间(2021年—2025年)，三大先导产业(集成电路、生物医药、人工智能)已成上海产业发展重 要引擎。 2025年，上海三大先导产业制造业产值同比增长9.6%，增速较上海全市规模以上工业总产值高出近5个 百分点。其中，集成电路制造业和人工智能制造业产值分别增长15.1%和13.6%。工业战略性新兴产业 产值同比增长6.5%。 2025年上海第三产业增加值同比增长6%，高于全国水平，其中信息服务业以15.3%的增速成为核心推 手。平台企业、云计算、集成电路设计企业共同构筑起信息服务业的"增长矩阵"。 受益于算力服务板块发力、集成电路设计项目开工进程加快，2025年1至11月上海全市软件和信息技术 服务业营业收入同比增长24.2%。在创新药研发等带动下，2025年1至11月上海全市研究 ...

Core Insights - MARA Holdings, Inc. (MARA) stock has increased by over 7% in the past month, while the industry has seen a decline of 2% [2][9] - The company's third-quarter performance indicates a shift beyond Bitcoin mining, with the introduction of AI inference infrastructure and enhanced energy partnerships [2][3] Diversification and Growth Strategy - MARA is transitioning from traditional cryptocurrency mining to a more integrated digital infrastructure that supports both blockchain and AI computing workloads [3] - The installation of the first AI inference racks at the Granbury site demonstrates the company's readiness to support operations for both Bitcoin and AI inference [3] - MARA is expanding its energy control footprint through partnerships in West Texas, aiming for 50% of total revenues from international markets by 2028, which enhances geographic diversification [4] Future Outlook - The company plans to integrate energy generation, blockchain validation, and AI processing into a single operational ecosystem, focusing on cost-efficient, high-capacity energy infrastructure [5] - Innovations in data center design, such as direct-to-chip cooling, are being emphasized to improve scalability and reduce long-term maintenance costs, positioning MARA to leverage its energy expertise in high-performance computing applications [6]

Core Viewpoint - Thomson Reuters is set to release its fourth-quarter and full-year 2025 earnings on February 5, 2026, with a conference call and webcast scheduled for 8:30 a.m. EST to discuss the results and potentially forward-looking information [1]. Group 1 - The conference call will be hosted by Steve Hasker, president and CEO, and Mike Eastwood, CFO [1]. - The webcast can be accessed through the Investor Relations section of the Thomson Reuters website, with registration currently open [2]. - An archive of the webcast will be available after the presentation [2]. Group 2 - Thomson Reuters provides trusted content and technology to professionals in various sectors, including legal, tax, accounting, compliance, government, and media [3]. - The company's products combine specialized software and insights to empower professionals with necessary data and solutions for informed decision-making [3]. - Reuters, as part of Thomson Reuters, is recognized as a leading provider of trusted journalism and news [3].

Core Insights - Clarivate has launched its Cortellis Regulatory Intelligence AI Assistant, aimed at aiding life sciences professionals in navigating safety and compliance complexities [1][2] - The AI assistant is built on over 30 years of regulatory expertise and is designed to provide actionable insights from global regulatory requirements [2][3] Product Features - The AI assistant includes multilingual capabilities and can summarize documents in seconds, offering customized takeaways [3] - It allows users to ask complex questions in natural language and provides precise, contextually relevant answers [2][3] - The tool can compare draft and final guidance documents instantly, significantly reducing manual labor and accelerating decision-making [3] Company Overview - Clarivate operates as an information services provider across various regions, including the Americas, Middle East, Africa, Europe, and Asia Pacific [4] - The company functions through three segments: Academia & Government, Life Sciences & Healthcare, and Intellectual Property [4]

分组1 - The article discusses fundamentally strong penny stocks that analysts recommend for investment, highlighting their potential despite the general volatility associated with such stocks [1] - The broader economic sentiment is shifting towards optimism, with executives reporting the brightest near-term expectations seen this year, driven by a focus on customer needs and technology investments [2][3] - A recent McKinsey Global Survey indicates that 63% of executives expect their companies' profits to increase in the next six months, the highest share since December 2024 [4] 分组2 - The methodology for selecting penny stocks involved filtering for stocks trading under $5, with market capitalizations over $2 billion and an upside potential of at least 20% [6] - The article emphasizes the importance of hedge fund holdings, suggesting that imitating top stock picks from hedge funds can lead to market outperformance [7] - The quarterly newsletter strategy has achieved a return of 427.7% since May 2014, significantly outperforming its benchmark [8] 分组3 - Clarivate Plc (NYSE:CLVT) has an upside potential of 20.34% as of December 19, 2025, with a market capitalization of $2.27 billion and 25 hedge fund holders [9] - Morgan Stanley downgraded Clarivate to Underweight, citing struggles in its turnaround and limited growth potential due to funding pressures and competition [9][11] - Analyst sentiment on Clarivate is mixed, with 30% of analysts rating it as a Buy and a wide range in consensus price targets, indicating uncertainty [13] 分组4 - Coty Inc. (NYSE:COTY) has an upside potential of 22.70% as of December 19, 2025, with a market capitalization of $2.84 billion and 30 hedge fund holders [15] - Coty sold its remaining 25.8% stake in Wella for $750 million, intending to use the proceeds to pay off debt amid challenges in the mass beauty segment [15][16] - Citi has reduced Coty's price target to $3.50 from $4.25, maintaining a Neutral rating, reflecting a revised outlook for the beauty sector [18]

Core Viewpoint - The article highlights five non-tech large-cap stocks that are currently trading on the dip from their 52-week highs, presenting attractive investment opportunities for 2026 [2][4]. Group 1: Market Overview - On December 11, 2025, the Dow and S&P 500 indexes advanced by 1.3% and 0.2%, respectively, reaching new all-time high closings, while the tech-heavy Nasdaq Composite fell by 0.3% [2]. - The recent Federal Reserve rate cut and high valuations in the technology sector have prompted a shift in market focus towards rate-sensitive cyclical sectors such as utilities, industrials, financials, energy, materials, and healthcare [3]. Group 2: Featured Stocks On Holding AG (ONON) - On Holding specializes in footwear and sports apparel, with an expected revenue growth rate of 20.6% and earnings growth rate of 79.3% for the next year [5]. - The Zacks Consensus Estimate for next year's earnings has improved by 22% over the last 30 days, and ONON is currently trading at a 22.7% discount from its 52-week high [5]. Lennar Corp. (LEN) - Lennar is involved in homebuilding and financial services, benefiting from a tech-enabled manufacturing platform aimed at improving efficiencies and reducing costs [6]. - The company has an expected revenue growth rate of 1.9% and earnings growth rate of 11.1% for the next year, with a 21.2% discount from its 52-week high [8]. Jefferies Financial Group Inc. (JEF) - Jefferies has gained market share in investment banking without significantly expanding its balance sheet, which is expected to drive top-line growth [9]. - The expected revenue growth rate is 16.5% and earnings growth rate is 59.5% for the next year, with a 23.7% discount from its 52-week high [11]. Omnicom Group Inc. (OMC) - Omnicom's diverse portfolio across traditional and digital marketing segments enhances revenue stability [12]. - The expected revenue growth rate is 3.1% and earnings growth rate is 8.8% for the next year, currently trading at a 13.2% discount from its 52-week high [14]. Thomson Reuters Corp. (TRI) - Thomson Reuters provides value-added information and technology across various sectors, including law, tax, and financial services [15]. - The expected revenue growth rate is 7.6% and earnings growth rate is 12.4% for the next year, with a significant 39.6% discount from its 52-week high [16].

Core Insights - TransUnion has launched an enhanced Device Risk solution that improves device recognition, anomaly detection, and adaptive machine learning to help businesses combat fraud more effectively [1][4] - The rise in fraud is significant, costing businesses an average of 7.7% of annual revenue, which totals approximately $534 billion [2] - Financial institutions face challenges in identifying new or unfamiliar devices that match known fraud patterns, complicating early detection efforts [3] Device Risk Solution Enhancements - The Device Risk solution analyzes thousands of device attributes and behavioral signals in real time to create a unique device fingerprint, evaluating key risk indicators such as device integrity and behavioral patterns [5] - By utilizing adaptive machine learning, the solution continuously refines risk scoring and fraud detection strategies, allowing businesses to make instant decisions and enhance customer experiences [6] - Key features include cross-session device identification, advanced anomaly detection, and improved fraud detection rates by up to 50% compared to static recognition methods [7] Industry Impact - The enhanced Device Risk capabilities are crucial for industries where trust and security are paramount, such as financial services, retail, and digital platforms [7] - The solution helps organizations proactively block suspicious behaviors, thereby maintaining trust in digital interactions and protecting brand integrity [7][6]

Labor Market Overview - The White House announced the likely absence of the October Bureau of Labor Statistics jobs report due to a government shutdown, casting doubt on the previously reported strong September data [1] - The ADP private sector jobs report, based on anonymized payroll data from over 26 million U.S. private-sector employees, is a trusted non-government source for labor data [3] Job Losses and Sector Performance - Private employers cut 32,000 jobs in November, with significant losses in construction, manufacturing, professional/business services, and information services [5] - Job declines were uneven across sectors, with construction losing 9,000 jobs, manufacturing losing 18,000, and professional/business services losing 26,000, while natural resources and mining added 8,000 jobs [7] Regional Job Trends - The Northeast and South experienced steep job losses, with New England laying off 50,000, the Mid-Atlantic cutting 49,000, and the South Atlantic losing nearly 80,000 jobs; in contrast, the Midwest and West reported job gains of 45,000 and 67,000, respectively [9]

Group 1: Employment Data - The ADP monthly jobs report indicates a decline of -32K private-sector payrolls for November, falling short of expectations for +40K and the previous month's revised figure of +47K, marking the fourth negative month in the last six [1][2] - The four-month trailing average of private-sector payrolls is currently at -4K, the first negative average since the early months of the Covid pandemic in 2020 [2] - Small businesses (fewer than 50 employees) accounted for all job losses, with a significant drop of -120K jobs, representing a post-Covid low [2][3] Group 2: Job Loss Breakdown - Job losses were concentrated in small businesses, with -46K jobs lost among companies with fewer than 20 employees and -74K among firms with 20-49 employees [3] - Sectors such as Manufacturing lost -18K jobs, while Information Services and Professional/Business Services saw declines of -20K and -26K jobs, respectively [4] Group 3: Wage Trends - Job Stayers experienced an average wage increase of +4.4%, while Job Changers saw a higher average increase of +6.3%, indicating a tightening labor market [5] Group 4: Import and Export Prices - Import and export prices remained unchanged in September, with imports at 0.0% and exports also unchanged, reflecting a lack of significant price movement [6][7] - Year-over-year, imports increased by +0.3%, while exports rose by +3.8%, the highest in nearly three years, suggesting challenges in absorbing tariffs within the economy [8] Group 5: Market Reaction - Following the release of the ADP jobs data, pre-market futures showed muted reactions, with larger indexes shifting from positive to negative territory, indicating a potential market response to the economic reports [9][10]