This week, $Alphabet(GOOG)$, with a market cap exceeding $4 trillion, and $Amazon.com(AMZN)$, currently streamlining its organization, will take center stage. This time, the market is looking beyond "Large Model" narratives to focus on real margins and ROI.$Alphabet(GOOG)$: The "Harvest Season" of Full-Stack AIPower of Gemini 3.0: BofA expects Search growth to rise to 15% (from 13%), driven by higher conversion rates from AI Search.Cloud (GCP) Acceleration: With self-developed TPUs (70% unit cost reduction) and mega-deals like Anthropic, Cloud has become the fastest growth engine.Apple Endorsement: The AI partnership with Apple is seen as a ultimate validation of

Recent market performance has left many tech investors disheartened. Compared to last year's widespread euphoria, the semiconductor sector seems to have been "abandoned" by the market, with capital fiercely flowing towards the latest market darling – the memory section. While memory giants like Hynix and Micron reap huge profits from AI server demand, logic chip and architecture powerhouses are grappling with "growth premium" scrutiny. This week, AMD, SMCI, Qualcomm, and ARM, four companies at the center of the storm, will release their earnings reports. From "Storytelling" to "Order Books" $Advanced Micro Devices(AMD)$:Challenging NVIDIA as the "Number Two Player" The market is no longer satisfied with Lisa Su showcasing the MI455 chip; they want

January trading has come to a close! While the three major U.S. indices finished in the green, the "Precious Metals Massacre" and the major leadership change at the Fed made this a highly unusual start to the year.January Recap: S&P's "January Barometer," but Tech is Lagging?In terms of historical win rates, January lived up to its reputation:$S&P 500(.SPX)$: Up 1.37% (consistent with its 62% win rate since 1928).$Dow Jones(.DJI)$ : The strongest performer, gaining 1.73% as value and blue-chip stocks took the lead.$NASDAQ(.IXIC)$: Up only 0.95%, looking noticeably sluggish.Despite the "January Barometer" flashing a green light for the year, the underperf

$Palantir Technologies Inc.(PLTR)$ will release earnings on Monday. Wall Street currently expects Q4 EPS of $0.23 and revenue of $1.34 billion, representing YoY growth of 64% and 62%. Notably, consensus revenue estimates now exceed Palantir’s own prior guidance, suggesting the market is already pricing in a beat. As a result, attention may shift quickly to 2026 outlook, particularly U.S. commercial growth and free cash flow trends. Whether Palantir is approaching its “Google moment” The tone set by CEO Alex Karp and CFO Ana Soro on guidance will be critical. Since its Q3 earnings, $Palantir Technologies Inc.(PLTR)$ has pulled back roughly 20%, yet analyst consensus estimates for future earnings have not b

Great news for options traders! Starting 26 January 2026, Nasdaq will expand its Short-Term Option (STO) Series to add Monday and Wednesday expirations, alongside the standard Friday weekly expirations, for options on select individual stocks and ETFs. Q1 2026 Eligible Securities For the first quarter of 2026, the program will apply to the following nine securities: Big Tech Stocks: $NVIDIA(NVDA)$ , $Tesla Motors(TSLA)$ , $Apple(AAPL)$ , $Microsoft(MSFT)$ , $Alphabet(GOOGL)$ , $Meta Platforms, Inc.(META)$ ,

The Q4 earnings season hits its peak this week! Over 300 companies are set to report, including four powerhouse members of the ‘Magnificent 7’. While the Mag 7 led the market higher last year, momentum has shifted lately. Meta and Microsoft have shown relative weakness, while Apple and Tesla, despite marginally better performance, face mounting questions over their growth premiums. Wednesday, Jan 28 (Post-Mkt): $Tesla Motors(TSLA)$ , $Microsoft(MSFT)$ , and $Meta Platforms, Inc.(META)$ report simultaneously. Thursday, Jan 29 (Post-Mkt): $Apple(AAPL)$ takes the stage. 1. Key Focus: The AI Spending vs. Return Balancing A

$USA Rare Earth Inc.(USAR)$ surged yesterday. The U.S. government is set to acquire a 10% stake in USA Rare Earth, backed by a total funding package of around $1.6 billion (federal funding + loans) to accelerate the buildout of domestic rare earth mining and magnet production capacity. This would mark the largest single U.S. government investment in critical minerals under the Trump administration so far. 1. Four Trump Deals in One Year! And the Market Went Wild In the past year, Trump-backed deals have repeatedly sent U.S. stocks flying: First, $400M was injected into rare earth miner $MP Materials Corp.(MP)$ Then $10B went into struggling chip giant $Intel(INTC)$

SEC has approved a rule change proposed by Nasdaq ISE. Starting January 26, 2026, a select group of mega-cap stocks and ETFs will be eligible for additional Monday and Wednesday short-term option expiries, expanding the existing short-term options program. Who will join Monday & Wednesday options and when to trade? According to Nasdaq’s Q1 2026 eligibility list, the first nine securities include Tesla, NVIDIA, Apple, Amazon, Meta Platforms, Microsoft, Broadcom, Alphabet, and iShares Bitcoin Trust ETF. The list will be reviewed quarterly and adjusted as eligibility changes. New Monday/Wednesday expiries will not be listed around earnings dates, settlement will continue at the regular market close, and traders are explicitly warned about post-market price risks that may trigger unexpecte

On January 21, 2026, $S&P 500(.SPX)$ logged one of its largest single-day gains since last November. Trump quickly reversed the market’s early-year slump after announcing at the Davos forum a delay of the tariffs on Europe originally scheduled for February 1, and claiming that a “framework agreement” had been reached on Greenland. Markets interpreted this pivot as a classic “TACO” (Trump Always Chickens Out) moment—where extreme pressure triggers sharp volatility, followed by a White House retreat or compromise. Historically,“TACO trades” have often been followed by strong upside. Looking back to the April 2025 “Liberation Day” tariff, the S&P 500 suffered only a brief pullback before policy delays sparked a nearly 40% rally spanning into

$XAU/USD(XAUUSD.FOREX)$ is no longer just a slow-moving safe-haven asset—its price action is starting to look like a high-growth tech stock, with explosive momentum. While markets are still debating AI commercialization, gold has already surged past $4,800 in January, leaving many Wall Street banks’ annual forecasts far behind. $SPDR Gold ETF(GLD)$ 1) Wall Street’s “Collective Miss”: A Gold Rally They Can’t CatchLooking back at last year, an interesting pattern emerged: gold kept rising, and analysts repeatedly raised their targets just to chase the trend. As we enter 2026, the same movie seems to be playing again. Morgan Stanley previously expected gold to reach $4,800 by year-end, yet the market

US stocks opened sharply lower, with $NASDAQ(.IXIC)$ plunging 1.5%. Mega-cap tech stocks weakened broadly: Nvidia, Tesla, Amazon, and Meta all fell more than 2%, while Alphabet and Microsoft slid nearly 2%, and Apple declined close to 1%.It has been one year since Donald Trump returned to the White House. On the surface, markets have delivered a solid outcome, with the S&P 500 rising nearly 16% over the past year. Yet beneath that headline number lies a roller-coaster market defined by sharp drawdowns followed by repeated record highs.Trump announced via Truth Social that the U.S. will impose 10% tariffs on eight European countries starting Feb 1, with the threat of raising them to 25% by June 1 if a “Greenland deal” is not reached. Markets r

Today is a market holiday — no charts, no earnings, no trades 📉 So let’s slow down a bit and do something light and fun together.Hard to believe, but January is already more than halfway through. A new year has started, the market has moved, and everyone is settling into their 2026 rhythm.Since it’s a rest day, we’ve prepared a small intuition-based game for you 👀🎯 The GameLook closely at the image above. It’s filled with random letters, but hidden inside are real words.👉 Your task: From the image, pick the FIRST 3 words you notice.Don’t think too hard. Your first instinct matters.Many people believe the words you see first often reflect your focus, mindset, or even luck for the year ahead ✨🍀 My 2026 Lucky WordsFor me, the first three words I saw were:Happiness · Power · SmileNow it’s your

$Taiwan Semiconductor Manufacturing(TSM)$ delivered a blowout Q4 earnings report, beating expectations across revenue, margins and profits, and pushing the stock to new highs.📊 TSMC Q4 Highlights (Beat Across the Board)Revenue: TWD 1.05T (vs. 1.02T est.)Gross Margin: 62.3% (vs. 60.6%)Net Income: TWD 505.7B (vs. 475.2B)TSM has now climbed to become the 6th largest company globally by market cap.Revenue reached TWD 1.05 trillion, gross margin came in at 62.3%, and net income exceeded forecasts, lifting TSM into the position of the world’s 6th-largest company by market cap.Semiconductor Stocks JumpThe impact quickly spread across the semiconductor sector.$ASML Holding NV(ASML)$ saw its market cap break above

The January 2026 earnings season has started on a rough note for U.S. banks.All major US banks have now reported their results. Although each bank has a different business focus, increasing short-term spending on future technologies, particularly AI, has become an industry-wide consensus.However, the market’s reaction has been notably pragmatic: tolerance for rising expenses is fading, and the test of ROI (return on investment) has officially begun.Management teams repeatedly emphasized AI, data centers, and automation as long-term necessities. But the market is no longer rewarding spending on trust alone.Big bank earnings brief$Bank of America(BAC)$ delivered both EPS and revenue beats, supported by strong equity trading and a ~10% YoY increase in