Semi Stocks Edge Higher, Led by Arm and Nvidia, as Quarterly Financial Results Loom
Trump's $500 Billion Stargate AI Plan Puts 3 ETFs In Focus
500 billion USD! Trump officially announces the largest AI investment project in history, is the AI Infrastructure Industry Chain about to enter a gold mining moment?
On the second day of his presidency, Donald Trump officially announced a major AI project.
U.S. stocks closed higher | All three major indexes rose, with the Dow up over 1%, and NVIDIA rising more than 2% to regain the top position in Market Cap; U.S. space Concept stocks were strong, with RKLB soaring 30%.
On the first trading day of Trump's return to the White House, the Dow rose more than 1%, the chip Index rose over 2% at its peak, after multiple Institutions downgraded it, Apple fell over 3%, and NVIDIA surpassed to reclaim the Global Market Cap throne. Tesla turned down, Trump's media fell 11%, and Oracle, which will collaborate with SoftBank to invest in USA AI Infrastructure, rose over 7%. Netflix's Earnings Reports were Bullish, rising over 10% after hours. The China concept Index rose over 1% before turning down, New Oriental fell over 23%, and Xpeng Autos rose over 6%. Long-term bonds in Europe and the USA led gains, the dollar hit a two-week low, the Canadian dollar and Mexican peso fell, the offshore yuan briefly fell below 7.29 yuan, Trump's coin turned up, US oil fell as much as 3%, and Gold rose over 1% to its highest in more than two months.
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The "Capitol Hill stock god" is taking action again! Pelosi heavily invests in technology giants and pursues two new AI stars; is this move worth copying?
There is a saying on Wall Street, to beat Buffett, you still need Pelosi.
SA Asks: Will Nvidia See Major Growth From Robotics?
The spotlight is on! The earnings report season for chip giants has begun, will the U.S. stock market welcome a new wave of growth?
Taiwan Semiconductor's fourth quarter results and 2025 performance outlook were both significantly better than expected, and the positive performance outlook suggests optimistic growth momentum for AI Chips, as well as Global Semiconductor wafer fabrication equipment (WFE), testing equipment, and semiconductor materials suppliers.
Marvell, Nvidia Lead AI Semiconductor Picks in 2025: Barclays
Exciting news about AI! Is the release of the Open AI super agent imminent?
According to Axios, a top company (possibly OpenAI) will announce a major breakthrough in the coming weeks, launching a "PhD-level" super agent capable of performing complex human tasks. It is reported that OpenAI CEO Sam Altman has scheduled a closed-door briefing for USA government officials on January 30 in Washington.
Trending Stocks as Wall Street Bounces Back With Strong Week
Bulls Vs. Bears: Intel Revisited Amid Buyout Rumors
Deep analysis by Morgan Stanley: 172% annual compound growth rate, who can seize the CPO opportunity?
According to a forecast by Morgan Stanley, as the NVIDIA Rubin server rack system begins mass production in 2026, the CPO market size is expected to expand at a compound annual growth rate of 172% from 2023 to 2030, reaching $9.3 billion by 2030. FOCI has secured the sole FAU supplier status for the first phase, while AllRing may supply key optical coupling devices in 2026. ASE has received a visit from NVIDIA's CEO at its Taichung factory, potentially becoming a core collaborative partner for the Rubin CPO system-level packaging.
$1000 Invested In Broadcom 5 Years Ago Would Be Worth This Much Today
Broadcom Shares Are Trading Higher After Barclays Raised Its Price Target on the Stock From $205 to $260.
SA Charts: Americas Continue to Lead Semiconductor Sales in November
A Glimpse Into The Expert Outlook On Broadcom Through 21 Analysts
Broadcom Analyst Ratings
The US stock market fluctuated and then declined, Apple fell by 4%, Taiwan Semiconductor's ADR once rose over 7%, and Luxury Goods stocks along with European and American government bonds increased.
In December, USA's retail sales growth was weaker than expected, but the Philadelphia January manufacturing Index reached its highest level in nearly four years. Federal Reserve Board member Waller predicted that there might be up to four interest rate cuts this year, which lowered USA Treasury yields and the dollar. The S&P experienced its first decline in four days, previously boosted by Banks' Earnings Reports. Taiwan Semiconductor's quarterly report confirmed AI demand, leading to most chip stocks rising. Luxury Goods giant Richemont's earnings surpassed expectations, causing a collective increase among peers that pushed French stocks up over 2%. The China concept index rose against the trend, with DouYu increasing by about 28%. The yen approached 155, Bitcoin hovered around $0.1 million, oil prices fell from a six-month high, and Gold reached its highest in five weeks. As a cold wave hit, Henry Hub Natural Gas surged over 4%.