Weekly Buzz: Last Short Week of Jan Sees Records, Trump Gives Orders
Wall Street Today: Market Pulls Back After Wild Week
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
Catalyst Watch: Microsoft, Meta, and Tesla Report, FOMC and a Chinese New Year Wildcard
Live Stock: First Week Down, Market Pulls Back a Hair After Records
Jim Cramer Won't 'Get In The Way' Of This Meme Stock, Calls Lam Research 'So Cheap'
Zuckerberg to Shell Out $65B for AI Data Center That Can Cover 'Significant Part of Manhattan'
Trump Revokes Biden's Orders on AI Policies, to Set up AI Action Plan
As Taiwan Semiconductor is making significant investments, Samsung is reportedly cutting half of its spending in the foundry division!
① Samsung plans to cut more than half of its capital expenditure in the foundry department, reducing it from 10 trillion won last year to 5 trillion won; ② Samsung may be facing demand issues, as the utilization rate of its 4-7nm production lines is reportedly down by more than 30%; ③ Meanwhile, Taiwan Semiconductor and Intel plan to increase capital expenditures, with Taiwan Semiconductor expected to increase by about 30%, while Intel's increase is relatively smaller.
Wall Street Today: S&P 500 Closes at Record, Trump Keeps Appearing on TV
Live Stock News: Market Waiting to See if the President Says Something Exciting Today
The Nikkei average rose for the fourth consecutive day, driven by defense-related and electric wire stocks, temporarily recovering to the 40,000 yen range.
On the 22nd, the US stock market continued to rise. The Dow Inc closed up by 130.92 points at 44,156.73 dollars, and the Nasdaq finished at 20,009.34, up by 252.56 points. Following the announcement of large-scale AI infrastructure investments by the Trump administration, the rise in the Semiconductors Sector led to an increase after the opening. Strong performance in high-tech stocks, along with buying sentiment driven by positive earnings from major companies, further bolstered the market, which remained robust throughout the day. Due to the strong movement of the Nasdaq in the US market, Tokyo
Trump's "Gateway to the Stars" plan triggers a shift in the AI landscape, and changes in the relationship between Microsoft and OpenAI?
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 Today: Does Anyone Have the Cash for Stargates
Himax To Gain Big As TSMC, Nvidia and AMD Advance Silicon Photonics and COUPE Tech: Analyst
Semi Stocks Edge Higher, Led by Arm and Nvidia, as Quarterly Financial Results Loom
10 Information Technology Stocks With Whale Alerts In Today's Session
Analyst Ming-Chi Kuo Says "Himax Emerging as a Key AI Upstream Winner in TSMC's COUPE (Silicon Photonics), Significantly Boosting Growth Visibility for 2026–2028"
Live Stock: Stargate Rivals the Scale of the Manhattan Project, Musk Said it's a Pipe Dream
Applied Materials Shares Are Trading Higher After Susquehanna Raised Its Price Target on the Stock From $155 to $165.