Tesla, Twilio, Novo Nordisk, Texas Instruments, Boeing, Amex, Verizon: Biggest Movers
The demand for AI Chips continues to surge! Meta (META.US) continues to invest heavily in AI, planning to spend 650 million dollars this year.
Zuckerberg stated that Meta will invest up to 65 billion dollars in AI by 2025, which means this year's capital expenditure will increase by 50% compared to the spending in 2024; Meta had previously announced in December an investment of 10 billion dollars to build new Datacenters.
On January 24, the top 20 trades in the US stock market: Google will take strong measures against fake reviews.
On Friday, NVIDIA had the highest trading volume in the U.S. stock market, closing down 3.12% with a transaction amount of 33.633 billion USD. The stock has fallen below the short-term Resistance near the high point of 144 USD from October 2024, which is seen as a bearish signal. Tesla, ranked second, closed down 1.41% with a transaction amount of 22.994 billion USD. Tesla Autos plans to recall certain imported Model S, Model X, and domestic Model 3 and Model Y electric vehicles produced between July 16, 2023, and December 14, 2024, totaling 0.3357 million vehicles. The vehicles within this recall scope,
Catalyst Watch: Microsoft, Meta, and Tesla Report, FOMC and a Chinese New Year Wildcard
Zuckerberg to Shell Out $65B for AI Data Center That Can Cover 'Significant Part of Manhattan'
6-K: Report of foreign private issuer (related to financial reporting)
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.
Texas Instruments (TXN.US) Q1 guidance did not meet expectations, and the market for industrial and Autos chips remains sluggish.
Texas Instruments announced its fourth quarter financial performance.
3 Reasons to Buy TSMC Stock Beyond Record Q4 Net Profit
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.
SK Hynix Posts Strong Fourth-Quarter Net Profit on AI Boom, Beating Consensus
Forget the $500 Billion. Trump's Energy Pledge Is Key to Project Stargate
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
Unusual Options Activity: MRNA, LVS and Others Attract Market Bets, MRNA V/OI Ratio Reaches 375.9
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"
Semiconductor Revenue Growth Slows to Single Digits in 2025: Susquehanna