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.

Zhitong Finance42minutes ago

Marvell, Nvidia Lead AI Semiconductor Picks in 2025: Barclays

Seeking Alpha21:00

The key to the stock market's rise and fall: the mystery of Bonds yields and the shockwave from Trump's return.

The rapid rise in Bonds yields has made the stock market extremely precarious, especially with Trump's imminent return to the White House, further amplifying market uncertainty.

Golden10 Data16:39

Nvidia Executive Contrasts Elon Musk's Optimism On Fully Autonomous Cars, Says Milestone Won't Be Achieved Until Next Decade: 'It's Super Hard'

Benzinga13:31

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.

wallstreetcn10:14

This week focuses on Trump's inauguration! Will "Trump Coin" lead the way, and will more policies create huge waves in the market?

This week, Trump's inauguration will become the focus of the market.

Zhitong Finance10:10