Jan. 22 at 3:01 PM
☕ News Highlights
Elon Musk to speak at Davos alongside BlackRock CEO Larry Fink on Thursday.
Goldman raises 2026 gold target to
$5,400/oz on sticky demand from private sector and central banks.
$BIDU unveils Ernie Bot 5.0 LLM with 2.4T parameters, native multimodal inputs, and sparse expert architecture.
Anthropic projects 40% gross margins in 2025 despite high inference costs.
TikTok’s US business to be spun off to Oracle/Silver Lake-led group with ByteDance keeping <20%.
Jefferies reaffirms
$META as Buy, calling WhatsApp a
$36B opportunity by FY29; stock still down 18% since earnings.
Trump reiterates push for
$1.5T defense spending, says US will have full access to Greenland for military use.
GE Aerospace
$GE posts strong Q4: EPS
$1.57 vs
$1.43 est; backlog at
$190B+, raises FY26 guidance.
$PG misses on organic sales growth (+0% vs +0.54% est) but beats on EPS (
$1.88 vs
$1.86).
Waymo
$GOOGL launches fully driverless public rides in Miami today; airport service coming.