U.S. stocks in early trading | Bitcoin fluctuated by 4% during the day, with a U.S. senator stating that "something big is coming"; Himax Technologies rose over 16%, and Ming-Chi Kuo mentioned that the company benefits from Taiwan Semiconductor's AI and s
Drone concept stock SES AI Crop surged over 70%, signing a 10 million dollar contract with two Global OEM partners.
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U.S. stock market outlook | Unemployment claims data did not cause a stir, the market focuses on Trump's speech in Davos tonight; GE Aerospace Airlines' performance exceeded expectations, rising more than 7% in pre-market trading.
Growth Tech stocks are mixed in pre-market trading, with ASML Holding down over 2%; Chinese concept stock TAL Education is up nearly 10% in pre-market trading, with performance better than expected.
What is the most important project in this era? Trump's "Interstellar Gateway" plan ignites the market, and these companies are likely to take off with it!
Bank of America Analyst Justin Post stated that in the short term, the Stargate project may drive positive construction in infrastructure and Datacenter, while Other long-term investment areas may include chip manufacturing, component manufacturing (packaging, memory, integrators), network infrastructure, Energy production, and power management.
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UBS Group: The stock market bubble in the US has not yet formed, but it is very close!
UBS Group's Global Equity strategists have identified seven conditions for forming a bubble, six of which have already been met.
Daily Options Tracking | "Stargate" concept stocks are in a frenzy! Microsoft call options yield over 51 times return; American Airlines trading heats up before earnings, with Put ratios rising to 39%.
Surging after earnings! Netflix's performance exceeded expectations, rising nearly 10% yesterday. Options Volume increased by 3.22 times to 0.55 million contracts compared to the 30-day average, with Call options accounting for 60%.
Earnings Scheduled For January 23, 2025
What does the "Stargate" mean for the AI Industry? JPMorgan's latest interpretation is here.
JPMorgan believes that an additional capital expenditure of 100 billion dollars may help alleviate concerns about AI Chip capital expenditures in 2026. Given the urgency of project initiation, NVIDIA may benefit in the short term. In the long run, OpenAI and SoftBank's future efforts in custom ASIC chips may reduce dependency on NVIDIA.
The most shrewd Microsoft, which has been "excluded": is the Stargate project actually in line with their intentions?
① In the Stargate AI project, OpenAI, SoftBank, and Oracle jointly invested, while Microsoft, NVIDIA, and Arm only act as technical partners; ② On Tuesday, Microsoft also announced a modification to its exclusive supply agreement for computing power with OpenAI, further fueling market speculation; ③ Insider sources revealed that after the turmoil at OpenAI's senior management, Microsoft is reluctant to invest large sums of money, and giving up exclusive rights is actually beneficial.
Trump's "Stargate" plan has triggered changes in the AI landscape, is the relationship between Microsoft and OpenAI evolving?
① In the Stargate AI project, OpenAI, SoftBank, and Oracle jointly invested, while Microsoft, NVIDIA, and Arm are only technical partners; ② On Tuesday, Microsoft announced a modification to its exclusive computing power supply agreement with OpenAI, further fueling market speculation; ③ Insiders revealed that after upheaval in OpenAI's upper management, Microsoft was unwilling to invest large sums and that relinquishing exclusive rights was actually beneficial.
Wall Street Analysts are Bullish on the "Stargate" project: it may usher in a large-scale AI investment era in the USA.
Analysts indicate that the "Stargate" project announced by Trump may herald a "massive" AI investment era in the USA, although its broader impacts may remain unknown for some time.
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