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This Super Semiconductor Stock Crushed Nvidia in 2025, and Jan. 28 Could Be a Very Big Day for Its Investors
Yahoo Finance· 2026-01-21 17:35
Group 1 - Nvidia CEO Jensen Huang predicts that data center operators could spend up to $4 trillion annually on infrastructure upgrades to meet AI demand by 2030, benefiting Nvidia and other suppliers of chips and components [1] - Corning, known for supplying glass for Apple's iPhone, is a key player in the AI space with its fiber optic cables that enhance data transfer speeds in data centers compared to traditional copper solutions [2] - Corning's stock increased by 84% in 2025, outperforming Nvidia's 39% rise, and the company is expected to report its strongest annual results on January 28, with management's guidance for 2026 being crucial for future stock direction [3] Group 2 - The shift from copper to fiber optic technology is set to transform Corning's business, as AI development requires significant computing power concentrated in large data centers filled with specialized chips [5] - Fiber optic cables are superior to copper in terms of speed and distance for data transmission, which is essential for maximizing GPU performance in AI workloads [6] - Data center operators are transitioning from copper to fiber optic cables, with increasing AI software demands leading to larger nodes that require more GPUs and cabling [7] Group 3 - Corning is a leading supplier of fiber optic cables for data centers, and the market for these cables is expected to double or triple due to rising demand from AI developers, making Corning's stock still attractive despite its recent gains [8]
Brookmount Gold's Subsidiary North American Gold Provides Update on The Moosehorn Gold Project.
Accessnewswire· 2026-01-21 17:35
RENO, NEVADA / ACCESS Newswire / January 21, 2026 / The Board of Directors of Brookmount Gold is pleased to update shareholders on the progress being made at the Company's subsidiary North American Gold's ("NAG") MooseHorn Gold Project. The MooseHorn Gold Project located in Yukon; Canada consists of approximately 10,643 acres and includes 234 quartz mineral claims. ...
These 3 Software Stocks Could Deliver Outsized Returns This Year
247Wallst· 2026-01-21 17:34
Some of the best returns in the stock market have come from software stocks. These tech companies can scale to serve more customers while enjoying annual recurring revenue models. ...
创维集团“腾笼换鸟” 拟将光伏业务独立上市
Zheng Quan Shi Bao· 2026-01-21 17:33
具体来看,创维光伏上市的主要机制,是以实物分派方式将公司所持有的所有创维光伏股份分派予登记 在册的全体股东。与此同时,创维光伏将以介绍方式申请在港交所主板上市。 私有化退市将同步进行。公司计划通过股份回购撤销上市地位,股东可选择每股获得4.03港元现金,或 换取1股私有化后的新股份。 在本次股份回购计划实施前,所有登记在册的股东持有的每股创维集团股份将获得约0.37股创维光伏股 份。这意味着,股东若选择现金方案,将实现"4.03港元现金+0.37股创维光伏股份"的双重回报。 根据最新估值,截至2025年11月30日,每股创维光伏股份价值在12.90元(14.18港元)至17.26元(18.96港 元)之间。0.37股创维光伏股份对应的理论价值为6.13港元。选择现金方案股东的理论总对价约10.16港 元,较公告前最后交易日5.18港元/股的收盘价溢价高达96.15%。 业内人士认为,光伏业务作为创维集团近年最亮眼的增长点,独立上市后有望摆脱传统家电母公司的估 值束缚,获得更贴近新能源行业的高估值。而集团私有化后,则可减少作为公众公司的信息披露成本与 合规压力,提升决策效率,更聚焦于核心业务的战略协同。 港股市 ...
Hong Kong Set to Issue First Stablecoin Licenses in Q1 2026
Yahoo Finance· 2026-01-21 17:33
Hong Kong will issue a batch of licenses to stablecoin providers in the first quarter of this year, Financial Secretary Paul Chan told World Economic Forum attendees in Davos on Tuesday. This will be the first issued since Hong Kong’s new stablecoin licensing regime took effect on August 1 last year. Hong Kong Kicks Off Stablecoin Licensing Regime With Eye on Global Hub Companies offering or marketing stablecoins to retail investors must obtain approval from the Hong Kong Monetary Authority. The process ...
小核酸药物热度再起 多家企业启动港股IPO
Zheng Quan Shi Bao· 2026-01-21 17:33
2026年开年,瑞博生物在港股上市,成为港股小核酸药物又一股;中国生物制药以12亿元全资收购小核 酸药物赫吉亚生物,一宗IPO加一宗并购点燃了小核酸药物的资本热度。 在小核酸药物行业出现明显商业化趋势之际,投融资市场也热了起来。证券时报记者获悉,已有多家小 核酸药物企业递交港股IPO申请,若加上尚处于申报材料阶段的企业,年内登陆港股的小核酸药物企业 数量有望进一步扩容。 证券时报记者多方获悉,目前,靖因药业、舶望制药等中国小核酸药企均已递交港股IPO申请,其中靖 因药业为公开申请,舶望制药等公司为秘密递交。一位券商人士预计,加上正在准备申报材料的小核酸 公司,预计今年港股还将迎来五六家小核酸药企。 并购市场也有新突破。1月13日,中国生物制药公告透露,将以人民币12亿元全资收购小核酸药企赫吉 亚生物,这是国内小核酸领域首个由大型药企发起的并购。 一级市场投融资同样开始热起来了。1月21日早上8点,弘晖基金首席投资官、合伙人何幸刚与一家小核 酸领域的早期项目团队结束沟通。何幸接受证券时报记者采访时表示:"我们此前投过全球小核酸领域 的CDMO龙头企业,也会以积极的态度支持新创业的项目。" 何幸观察到,小核酸药风 ...
T-Mobile quietly makes cold move as loyal customers leave
Yahoo Finance· 2026-01-21 17:33
T-Mobile had a rocky 2025. For several months, the company lost a concerning number of customers after implementing price hikes and drastic changes to its phone plans. It also continues to face heightened promotional activity from competitors, making it more challenging to retain and attract customers. In T-Mobile’s latest earnings report, it revealed that during the third quarter of 2025, its postpaid phone churn (the number of customers who canceled their phone service) reached 0.89%, which is 3 basis ...
EU to weigh Netflix, Paramount bids for Warner Bros at the same time, Bloomberg News reports
Reuters· 2026-01-21 17:32
The European Union's antitrust regulators are expected to scrutinize rival bids by Netflix and Paramount Skydance for Warner Bros. Discovery at the same time, setting up an unusual head-to-head compet... ...
Volvo Cars unveils its EX60 electric SUV
Reuters· 2026-01-21 17:32
Volvo Cars said on Wednesday that its new electric mid-sized SUV, the EX60, will have a similar price tag to the plug-in hybrid version of the same model, as the Swedish automaker dismissed concerns that any Greenland-linked U.S. tariffs could disrupt its plans. ...
国家电网用电负荷连续3天创冬季历史新高
Qi Huo Ri Bao Wang· 2026-01-21 17:31
当前,迎峰度冬电力保供仍处于关键阶段,国家电网将持续跟踪天气变化,滚动研判供需平衡形势,严 密监控电网运行,通过市场化方式,安排各类电源和抽蓄、储能应开尽开、能发尽发,统筹做好跨区跨 省余缺互济,全力保障电网安全稳定和电力可靠供应,坚守大电网安全生命线和民生用电底线。 (文章来源:期货日报网) 据新华社电本周以来,受大范围寒潮天气影响,全网用电需求持续攀升。1月19日至21日,国家电网经 营区用电负荷连续3天创冬季历史新高,最大负荷达11.68亿千瓦,较去年10.41亿千瓦的极值增长1.27亿 千瓦,增幅约12.2%。预计周末随着气温逐步回暖,用电负荷将稳步回落。 为积极应对本轮用电高峰,国家电网坚持全网"一盘棋",充分发挥特高压大电网的资源配置优势和余缺 互济能力,通过全国统一电力市场,统筹全网资源支援重点地区,本周以来跨区最大输送电力保持在 1.2亿千瓦左右,有力保障了电力稳定可靠供应。 ...