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CES 2026, Sector Rotation and Other Key Things to Watch this Week
Yahoo Finance· 2026-01-04 18:00
The Consumer Electronics Show in Las Vegas brings heightened focus to semiconductor leaders as Nvidia (NVDA) CEO Jensen Huang and AMD (AMD) CEO Lisa Su deliver keynote speeches that could determine AI infrastructure sector sentiment heading into 2026. Huang's presentation will be scrutinized for announcements about next-generation AI accelerators beyond the Blackwell architecture, data center roadmaps, and any commentary about customer demand sustainability following recent concerns about return on AI capit ...
150个大模型、6款空白芯片……苏州“AI+制造”八大行动瞄准全球“智造之城”
Yang Zi Wan Bao Wang· 2026-01-04 13:55
苏州市新型工业化推进会议暨"AI+制造"创新发展大会 大会现场,《苏州市推进新型工业化2026年行动方案》备受企业家等社会各界人士关注。根据现场权威解读,2026年,苏州以争创国家新型工业化示范区 为主线,坚持智能化、绿色化、融合化方向,实施新型工业化"八大工程"28项行动,到"十五五"末,新质生产力发展取得重要进展,现代产业体系基本建 成,并于2035年全面建成全球领先的"智造之城"。 大模型+数据集,推动工业AI从"可用"走向"好用" "打造具有全球领先地位的'智造之城'!"1月4日,苏州市新型工业化推进会议暨"AI+制造"创新发展大会召开,来自政、产、学、研各界代表齐聚一堂, 共同擘画苏州新型工业化发展新蓝图。 大会集中发布多项关键举措与重要清单,为"AI+制造"创新发展注入强劲动力。现场发布的苏州市推进"AI+制造"八大行动,明确2026年将从工业大模型 培育、工业数据集建设、典型应用场景推广、智能终端品牌塑造等八个方面重点发力。 会议现场 工业大模型要贴近产线、适配工艺,不能"拿来就用"。苏州提出,2026年将动态培育150个工业大模型,支持模型开发企业与制造企业联合研发行业专用 模型和轻量化模型, ...
中国经济-2025 年收官:PMI 意外走强-China_Economics_2025_Ends_with_PMI_Surprise-
2026-01-04 11:35
Vi e w p o i n t | 30 Dec 2025 23:43:08 ET │ 9 pages China Economics 2025 Ends with PMI Surprise CITI'S TAKE PMIs beat expectations in the final month of 2025. The improving soft data makes us more confident with our long-held 2025 GDP forecast at 5%. Following the recent CEWC, we keep full-year expectations realistic, seeing an "around 5%" growth target and incremental fiscal funds of ~RMB1trn, as likely a ceiling. The pace of policy deployment between now and the NPC could be more important to watch. The ...
ALAMO GROUP INC. DECLARES HIGHER REGULAR QUARTERLY DIVIDEND
Prnewswire· 2026-01-02 21:15
SEGUIN, Texas, Jan. 2, 2026 /PRNewswire/ -- Alamo Group Inc. (NYSE: ALG) announced today that its Board of Directors has declared a quarterly dividend of $0.34 per share, raising the quarterly dividend amount by $0.04 per quarter. This significant dividend increase of more than 13 percent underscores Alamo Group's unwavering commitment to delivering long-term value to its shareholders and is aligned with the Company's disciplined capital allocation strategy. The consistency of the Company's annual dividend ...
Crude Oil Falls 1%; US Manufacturing Growth Eases In December
Benzinga· 2026-01-02 17:13
U.S. stocks traded mixed midway through trading, with the Dow Jones index gaining more than 100 points on Friday.The Dow traded up 0.27% to 48,195.28 while the NASDAQ fell 0.14% to 23,209.54. The S&P 500 also fell, dropping, 0.01% to 6,845.25.Check This Out: Wall Street’s Most Accurate Analysts Weigh In On 3 Industrials Stocks With Over 5% Dividend YieldsLeading and Lagging SectorsUtilities shares gained by 0.8% on Friday.In trading on Friday, consumer discretionary stocks dipped by 1%.Top HeadlineThe S&P G ...
Labor Market Data in Focus
ZACKS· 2026-01-02 17:00
Market Overview - The market opened positively on the first trading day of the new year, with the Dow up by 139 points (+0.29%), S&P 500 up by 35 points (+0.51%), Nasdaq up by 235 points (+0.93%), and Russell 2000 up by 13 points (+0.53%) [1] - The Nasdaq experienced a remarkable +39% gain from April tariff lows, while the Russell 2000, S&P 500, and Dow saw gains of +33%, +32%, and +24% respectively [1] January Effect - The "January Effect" refers to strategies that lead to higher market growth at the start of the year, influenced by tax-loss harvesting, year-end bonuses reinvested into the market, and a generally positive outlook for the new year [2] Economic Challenges - Potential headwinds for the upcoming year include tariffs, employment insecurity, and rising healthcare costs, which may impact U.S. consumer spending and economic growth [3] - A possible federal government shutdown is anticipated as Congress reconvenes [3] Tariff Adjustments - Some tariffs are being rolled back for the new year, including those on furniture and Italian pasta, indicating a recognition of affordability issues both domestically and internationally [4] Upcoming Market Activity - A more normal trading volume is expected to resume with the first full trading week of 2026, and any potential "January Effect" may manifest next week [5] Employment Data - Jobs Week is approaching, with key reports including ADP private-sector payrolls and the Employment Situation report from the U.S. Bureau of Labor Statistics, following a weak month for job growth and a rising unemployment rate [6] Manufacturing Report - The final S&P U.S. Manufacturing report for December is expected to remain above the growth threshold at 51.7, although it reflects a decline from the previous reading of 51.8, marking the lowest level since mid-summer [7]
Astec Completes Acquisition of CWMF, LLC
Globenewswire· 2026-01-02 13:45
Core Viewpoint - Astec Industries, Inc. has completed the acquisition of CWMF, LLC, which is expected to enhance gross profit margins, adjusted EBITDA margins, and earnings per share [1][2]. Group 1: Acquisition Details - The acquisition price for CWMF was $67.5 million in cash, on a cash-free, debt-free basis [7]. - CWMF has annual revenue of approximately $50 million and is anticipated to be accretive to Astec's earnings [2][7]. - Synergies from the acquisition are expected to be realized by the end of the first year [7]. Group 2: Strategic Fit and Growth Potential - CWMF has strong customer relationships in the Midwest, South-Central, and Great Lakes regions of the United States, making it a good cultural fit for Astec [2]. - The addition of CWMF is aligned with Astec's disciplined growth strategy and is expected to increase capacity in the Infrastructure Solutions segment [2]. - The acquisition is projected to generate enhanced shareholder value and provide further growth opportunities [2]. Group 3: Company Overview - Astec is a manufacturer of specialized equipment for asphalt road building, aggregate processing, and concrete production, divided into two primary business segments: Infrastructure Solutions and Materials Solutions [3]. - CWMF specializes in portable and stationary asphalt plant equipment, known for its durability and practical design [4].
Do You Believe in Xometry’s (XMTR) Long-Term Growth Potential?
Yahoo Finance· 2026-01-02 12:04
Liberty Park Capital Management, LLC, a financial management company, released its third-quarter 2023 investor letter. A copy of the same can be downloaded here. In Q3 2025, Liberty Park Fund returned 1.13% net of fees compared to the Russell 2000’s 12.40%. The fund’s long positions grew by 14.42%, contributing 12.38% on a weight-adjusted basis, while shorts increased by 18.60%, detracting 10.85% on a weight-adjusted basis. The average gross exposure was 142.48%, and the average net exposure was 33.61%.  I ...
FTSE 100 Moves Past 10,000 Mark To New Record High
RTTNews· 2026-01-02 11:13
U.K. stock market's benchmark FTSE 100 moved past the 10,000 mark for the first ever time in history thanks to strong buying in defense, mining and energy sectors Friday morning.The FTSE 100, which notched up a gain of nearly 22% in Year 2025, has begun the new year on a fairly strong note.At 9,970.70, the index was up 40.00 points or 0.4% at 9,971.38 nearly an hour before noon. The index touche a new record high of 10,051.90 earlier this morning.Fresnillo gained 2.7%. Glencore moved up 1.6%, while Anglo A ...
Linamar completes acquisition of Georg Fischer’s Leipzig facility
Yahoo Finance· 2026-01-01 13:10
Core Viewpoint - Linamar Corporation has successfully completed the acquisition of Georg Fischer's Leipzig facility for EUR 45 million, enhancing its capabilities in ductile iron castings and providing growth opportunities in various end markets [1] Group 1: Acquisition Details - The acquisition was initially announced on October 7, 2023, and has now been finalized [1] - The Leipzig facility is recognized as a technology leader in ductile iron castings, featuring Europe's largest molding box for machine-molded iron castings [1] Group 2: Strategic Benefits - The facility offers a comprehensive range of technologies, including prototyping, 3D-printing, series production in ductile iron casting, and component machining [1] - Leipzig supplies components to diverse and attractive end markets, including On Highway Truck, Construction, Forestry, and Agricultural Markets [1]