OpenAI stands as a significant driver for hyperscaler earnings; Microsoft disclosed 45% of its $625 billion future cloud contracts stem from OpenAI. 12
$META emerges as a clear application-layer winner in the AI economy, with AI already bolstering engagement, ad performance, and revenue acceleration. The current 17x earnings valuation still prices $META like a legacy ad business, missing the nascent AI flywheel. 30
Alibaba contemplates an increased investment in AI infrastructure and cloud computing, potentially raising its commitment from 380 billion RMB to 480 billion RMB over the next three years. 28
Intel’s stock rally connects to ASML’s backlog, directly signaling implications for 14A CapEx. 19
Strong HBM demand from Nvidia, AMD, Google, and Microsoft drove Samsung Electronics and SK Hynix to record Q4 2025 operating profits, totaling nearly 40 trillion Korean Won ($27.8 billion). 29
Intel achieved a key milestone in glass substrate development, tackling “SeWaRe” (micro-cracks) caused by stress differences, a significant hurdle for glass-core technologies. 26
A speculative outlook forecasts $ETH hitting $4,000. 1
$HOOD is retesting its 200dma since December 2023. Prior tests in April 2025 and August 2024 historically triggered massive bounces, suggesting a potential repeat rally. 2
Valuation analysis on $MU suggests a trading range of $575 (at half $SNDK’s Forward P/E) to $707 (at parity with $SNDK’s Forward P/E), significantly above its recent $250 level. 23
Silver prices surged above $120/oz, logging a +68% monthly gain and outperforming the S&P 500’s 2025 return by fourfold in just 29 days. 3
The 28% gold rise and 64% silver rally this year are pushing into uncharted territory, causing some banks to scale back precious metals trading due to balance sheet limits. 13
Claims of Tesla Robotaxi remote control are debunked by footage showing an unsupervised Robotaxi executing a difficult unprotected left turn independently after a “following car” departed. 24