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Stock Of The Day: When Will The SanDisk Rally End?
Benzinga· 2026-01-22 03:28
Shares of Sandisk Corporation (NASDAQ:SNDK) have been in a steep uptrend. Many are wondering where the rally end because they know it eventually will.This is why SanDisk is the Stock of the Day.Investors and traders love to talk about stocks they have bought. But unfortunately, most don't think about how they will exit or sell the position.  If a trader or investor doesn't have a well-defined strategy, they are just guessing. This leads to emotional decision-making which leads to losses.One exit strategy tr ...
US Semiconductor Supply, Demand Realign For 2026, Says BofA Analyst: What Are The Top Stock Picks?
Benzinga· 2026-01-22 03:17
BofA Securities analyst Vivek Arya said the U.S. semiconductor sector is moving into a more balanced phase, with supply and demand largely aligned and earnings expectations reset, setting up modest upside rather than a sharp rebound in 2026. • ADU stock is holding steady today. Where is ADU stock headed?Supply and Demand Set Up For Modest Earnings BeatsArya said sentiment around analog semiconductor stocks has improved early in calendar 2026, with shares across his coverage up sharply quarter to date and ro ...
Telix Pharmaceuticals Reports Strong Full-Year Revenue, But Shares Remain Under Pressure
Benzinga· 2026-01-22 03:15
Telix Pharmaceuticals Limited (NASDAQ:TLX) , a therapeutic and diagnostic radiopharmaceuticals company, on Tuesday reported its full-year revenue. • Telix Pharmaceuticals stock is testing lower boundaries. Why is TLX stock at lows?Telix Hits FY 2025 Revenue TargetAustralia-based Telix Pharmaceuticals reported fiscal 2025 revenue of approximately $804 million, aligning with its upgraded guidance of $800-$820 million.The company also noted a significant 46% year-over-year increase in the fourth quarter revenu ...
Trump Champions Atomic Energy At Davos—Nuclear Stocks Climb
Benzinga· 2026-01-22 03:10
Stocks in the nuclear energy sector climbed Wednesday morning after President Donald Trump spoke at the 2026 World Economic Forum in Davos, framing nuclear energy as a safe and efficient solution to fuel the growth of manufacturing and AI in the United States. SMR stock is climbing. See the chart and price action here. "We’re very much into the world of nuclear energy,” Trump said in his address to the WEF. He framed nuclear power as a clean, reliable and powerful alternative to what he described as the “un ...
Lyft Unusual Options Activity For January 21 - Lyft (NASDAQ:LYFT)
Benzinga· 2026-01-22 03:01
Investors with a lot of money to spend have taken a bearish stance on Lyft (NASDAQ:LYFT).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with LYFT, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted 16 ...
Smart Money Is Betting Big In CRVS Options - Corvus Pharma (NASDAQ:CRVS)
Benzinga· 2026-01-22 03:00
Investors with a lot of money to spend have taken a bearish stance on Corvus Pharma (NASDAQ:CRVS).And retail traders should know.We noticed this today when the positions showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with CRVS, it often means somebody knows something is about to happen.Today, Benzinga's options scanner spotted 14 options trades for Corvus Pharma.This ...
Vertiv Holdings's Options Frenzy: What You Need to Know - Vertiv Holdings (NYSE:VRT)
Benzinga· 2026-01-22 03:00
Investors with a lot of money to spend have taken a bearish stance on Vertiv Holdings (NYSE:VRT).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with VRT, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spot ...
Stocks Rebound On Trump's Remarks, Natural Gas Rockets: What's Moving Markets Wednesday?
Benzinga· 2026-01-22 02:57
市场整体表现 - 在周二因美国可能对欧洲加征关税的担忧而大幅抛售后 华尔街周三尝试谨慎反弹[1] - 道琼斯工业平均指数上涨约0.6% 表现略优于标普500指数和纳斯达克100指数 投资者在地缘政治不确定性持续的情况下保持防御姿态[3] - 主要指数表现:道琼斯指数报48,777.55点(+0.6%) 标普500指数报6,831.24点(+0.5%) 纳斯达克100指数报25,091.90点(+0.4%) 罗素2000指数报2,656.63点(+0.4%)[9] - 主要ETF表现:Vanguard标普500 ETF(VOO)上涨0.32%至625.16美元 SPDR道琼斯工业平均ETF(DIA)上涨0.49%至487.25美元 Invesco QQQ信托(QQQ)上涨0.27%至609.70美元 iShares罗素2000 ETF(IWM)上涨0.42%至263.68美元[9] 行业板块动态 - 能源板块表现突出 能源精选行业SPDR基金(XLE)上涨2.4%[10] - 必需消费品板块表现落后 必需消费品精选行业SPDR基金(XLP)下跌0.4%[10] - 石油和天然气板块是当日明显亮点 表现强于大盘[4] - 美国亨利港天然气期货价格周三大涨近24% 延续了周二的涨势 创下该市场有记录以来最大的两日百分比涨幅 原因是美国天气预报突然恶化[4] - 原油价格则更为平淡 WTI原油当日结算价持平于每桶60美元[5] 个股表现汇总 - **涨幅居前股票(罗素1000指数)**:Lucid Group(LCID)上涨14.51%[11] Moderna(MRNA)上涨11.18%[11] 英特尔(INTC)上涨8.66%[11] Teledyne Technologies(TDY)上涨8.65%[11] 西部数据(WDC)上涨8.07%[11] - **跌幅居前股票(罗素1000指数)**:AST SpaceMobile(ASTS)下跌11.42%[12] Astera Labs(ALAB)下跌9.19%[12] MP Materials(MP)下跌8.95%[12] Reddit(RDDT)下跌6.82%[12] Figure Technology Solutions(FIGR)下跌6.71%[12] - **能源股**:EQT公司(EQT)股价上涨6%[5] Antero Resources公司(AR)上涨5%[5] - **财报股表现不一**:Netflix(NFLX)下跌超过4% 尽管其季度业绩超出华尔街预期 但其2026年第一季度指引令投资者失望[6] 联合大陆控股(UAL)在业绩超预期后上涨2%[6] 哈里伯顿(HAL)在业绩大幅超预期后大涨5%[7] Truist金融(TFC)因乐观的业绩指引上涨2.8%[7] 强生(JNJ)和嘉信理财(SCHW)在业绩基本符合预期后股价持平[7] 大宗商品与加密货币 - 黄金延续破纪录涨势 突破每盎司4,850美元 年初至今涨幅超过10%[7] - 白银暂停上涨 下跌1.9%至每盎司92.75美元[7] - 比特币连续第七个交易日下跌 跌向88,000美元 正走向自2023年5月以来最长的连跌纪录[8] 地缘政治与天气因素 - 特朗普总统在达沃斯世界经济论坛上重申 获得格陵兰岛仍是美国国家安全优先事项 他预计北约盟友能理解该问题的战略重要性 同时排除了使用武力的可能性[2] - 在特朗普发表言论后 丹麦短暂拒绝了华盛顿关于就格陵兰岛开启谈判的请求 而欧洲议会则采取行动冻结了潜在的美欧贸易协定工作 给跨大西洋关系前景增添了又一层紧张[3] - 天气预报显示周末将出现深度且广泛的寒流 中西部 大西洋中部和新英格兰部分地区的平均气温预计将比季节正常水平至少低8华氏度 预报员还警告存在冰暴和强降雪风险[5]
China Prunes Export Incentives, As BYD Takes Global NEV Crown - BYD (OTC:BYDDF), BYD (OTC:BYDDY)
Benzinga· 2026-01-22 02:48
政策调整:新能源出口退税政策变化 - 中国完全取消了太阳能产品的出口退税,并将电动汽车电池的出口退税率从之前的9%下调至6% [2][3] - 政策调整的核心动机被认为是增加政府税收或减少支出,并推动行业整合,结束“非理性价格竞争” [1][4][5] - 中国制造商生产了全球约80%的太阳能电池板,行业被认为已足够成熟,无需依赖此项特定支持 [4] - 此举可能迫使企业提高价格以恢复盈利,从而稳定就业和税收,并可能部分缓解欧美关于不公平竞争的抱怨 [5] 行业格局:新能源汽车销售排名变化 - 比亚迪在2025年销售了226万辆新能源汽车,超过了特斯拉的160万辆,成为全球销量第一 [2][6] - 比亚迪的海外销售实现了145%的惊人增长,而特斯拉的总销量则下降了8.6% [6] - 比亚迪的成功建立在市场低端,提供西方竞争对手因生产成本而无法匹配的价格点(例如8000美元的车型) [7] 公司分析:比亚迪的财务透明度问题 - 比亚迪的盈利依赖于内部的“白条系统”来延迟向供应商付款,有时长达八到九个月 [8] - 若将这些金融工具计算在内,比亚迪的负债率将膨胀至近100%,远高于其报告的71% [8] - 长期支持者沃伦·巴菲特的伯克希尔·哈撒韦公司在去年出售了其剩余股份,其退出可能暗示早期察觉了这些风险 [8] - 中国政府已下令比亚迪在两年内拆除该“白条系统”,这表明对突然纠正可能引发的后果存在担忧 [9]
Trump Pressures Fed, Slams Big Landlords, Pushes Bold Plan To Cut Rates - iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)
Benzinga· 2026-01-22 02:46
President Donald Trump on Wednesday intensified pressure on the Federal Reserve to lower interest rates while defending his administration's aggressive housing market policies, arguing that institutional investors and high borrowing costs have priced ordinary Americans out of homeownership.Speaking at the World Economic Forum, Trump said the United States should be paying the lowest interest rates in the world and accused the Fed — under Chair Jerome Powell — of restraining economic momentum with overly tig ...