US Consumer Confidence Index drops for the first time in 6 months - Inflation expectations rise.January 25, 2025 1:51 JST
January Consumer Confidence Index (final value) 71.1 - Market expectation is 73.2
Inflation expectations for the next year at 3.3%, highest level since May - 3.2% for 5-10 years ahead.
In January, the US Consumer Sentiment Index fell to its lowest level in six months. Concerns about unemployment, as well as worries about the impact of inflation if tariffs are raised, were noted.
The University of Michigan Consumer Sentiment Index (final value) is 71.1.
It decreased from the previous month's 74 to a low level in three months. The economists' median forecast is 73.2, while the preliminary value is 73.2.
The inflation expectations for one year ahead are at 3.3% - the highest level since May last year.
The previous month was 2.8%, market forecast 3.2%.
The inflation expectations for 5-10 years ahead is 3.2%, it was 3% the previous month, with a market forecast of 3.2%.
The downward revision of the Consumer Mind Index from preliminary figures is due to a decrease in trust among Democratic Party supporters to the lowest level since August 2020.
Many economists are warning that tariffs could push up prices, and if actually imposed, there is a risk of putting pressure on consumer sentiment and demand. The Trump administration...

$NVIDIA (NVDA.US)$
Meta Platforms (NASDAQ: META ) CEO Mark Zuckerberg revealed plans to build a large-scale Artificial Intelligence (AIdatacenter) in 2024, although NVIDIA (NASDAQ: During Friday's market trends, the stock price of NVIDIA (NVDA) slightly declined.
NVIDIA dropped by 3%. Advanced Micro Devices (NASDAQ: AMD) remained nearly flat after the announcement. Meta increased by 1.5%. AMDThis year, the Datacenter is expected to bring online approximately 1GW of computing power. Meta expects to have access to over 1.3 million GPUs by the end of 2025. According to Meta, the number of users of the large language model Llama 4 is expected to exceed 1 billion.
This year, the Datacenter is expected to bring online approximately 1GW of computing power. Meta expects to have access to over 1.3 million GPUs by the end of 2025. According to Meta, the number of users of the large language model Llama 4 is expected to exceed 1 billion.
The RegisterAs reported by The Register, according to Omdia's research, AMD accounted for 43% of GPU shipments to Meta in 2024, or 173,000 units. Nvidia...

$Gorilla Technology (GRRR.US)$ It seems like there is talk about some big news happening next Monday. I wonder if that's also affecting things?

$Intuitive Machines (LUNR.US)$
Space-related is also strong.
Even rocket love and such.
I have written about it before.

$Rezolve AI (RZLV.US)$ Did you withstand the Short Sell?

$MARA Holdings (MARA.US)$
While other cryptocurrencies are gradually rising, the price movements are dull and I don't feel like it's going up. Learn from RGTI.

A massive $500 billion investment is flowing into the AI infrastructure in the USA.Behind this, the strategies of technology giants, political dynamics, and the future industrial structure are complexly intertwined.
On January 22, former President Trump announced a large-scale Artificial Intelligence (AI) investment plan."Stargate"is part of this investment plan.With an estimated amount of $500 billion.President Trump considers this as a "historic" AI infrastructure investment project.Taking the name 'Stargate' from a movie, this project aims to evoke expectations for futuristic technologies.The grand entrance of this project significantly boosts global technology stocks, causing a surge in large-cap technology stocks and US-listed companies in related industries.The futuristic nature of the project creates excitement and anticipation for SF-like technologies.The S&P 500 Index reaches an all-time high.The S&P 500 Index reaches an all-time high.Reached an all-time high last week.
In this project, $SoftBank Group (9984.JP)$OpenAI, $Oracle (ORCL.US)$, MGX plans to invest as a major shareholder and establish a joint venture company, "Stargate". The plan is to invest 500 billion dollars over the next four years to build a new Shareholder Holdingsand establish a joint venture company, "Stargate". The plan is to invest 500 billion dollars over the next four years to build a new AI infrastructureis planning to construct (2...