Trump's $1.5T Defense Ask Fuels Drone Trade U.S. President Donald Trump said on Wednesday, Jan. 7, 2026, that he will ask Congress to fund a $1.5 trillion military budget for fiscal year 2027 (starting Oct. 1, 2026). That compares with the $901 billion military budget approved for FY2026, implying an increase of roughly $599 billion (about +66%). Trump argued the jump could be financed by tariff-related revenue, though budget experts and fiscal watchdogs have raised doubts about the math and the legislative path. For markets, the headline matters less as a number than as a signal: a larger defense top line tends to revive interest in categories where spending can scale quickly—uncrewed systems (UAS), loitering munitions, ISR drones, and counter-UAS. Drone adoption has accelerated across mo
Intel Unseats Nvidia in Short Volume Ranking, APLD, PLTR See Higher Volume $Intel(INTC)$ unseated $NVIDIA(NVDA)$ in the top ranking for the highest volume of trading in borrowed shares that were sold short among the semiconductor stocks. That came as the legacy chipmaker saw its shares rally more than 6% Wednesday. Shares closed 3.6% lower Thursday after climbing near its all-time high a day earlier. The previous day's gains attracted the interest of short sellers amid optimism over the company's latest processors designed to run AI on laptops which was unveiled earlier this week. "Intel's CES launch of Core
Morgan Stanley Files for Bitcoin, Solana, and Ether ETFs $Morgan Stanley(MS)$ filed registration statements with the U.S. Securities and Exchange Commission on January 6-7, 2026, for ETFs tracking $Bitcoin (BTC.CC)$, $Solana (SOL.CC)$, and $Ethereum (ETH.CC)$, becoming the first top-10 U.S. bank to launch proprietary crypto funds (by total assets). Business Expansion from Distributor to Issuer According to the Form S-1 filings, the Morgan Stanley Bitcoin Trust and Solana Trust will track spot prices, holding assets directly without derivatives or leverage. This shift from distributing third-party products to building in-house vehicles allows the bank to capture management fees internally while leveraging it
Nvidia's Alpamayo Sparks Autonomous Driving Surge: What Investors Should Watch in 2026 At CES 2026, $NVIDIA(NVDA)$ unveiled Alpamayo, an open-source autonomous driving AI model. CEO Jensen Huang called it "the world's first self-driving car AI capable of thinking and reasoning," directly challenging Tesla's FSD system. Huang announced that the first vehicles equipped with Nvidia's technology will hit U.S. roads in Q1. Notably, Huang declared that the "ChatGPT moment" for physical AI has arrived—machines are now beginning to understand, reason, and take action in the real world. Robotaxis are among the first beneficiaries. Alpamayo brings reasoning capabilities to autonomous vehicles, enabling them to thin
Google+Boston Dynamics: The Android Moment for Robotics? At this year's CES, Boston Dynamics announced a collaboration with $Alphabet(GOOGL)$ Google DeepMind's Gemini Robotics model, highlighting Google's strength in the AI field. Google's strategy of not engaging in hardware manufacturing but instead creating an ecosystem through open technology interfaces is once again being implemented in the robotics field. This collaboration with Boston Dynamics will attract more robot manufacturers to join the Gemini ecosystem, accelerating the positive cycle of "model iteration - data feedback - performance improvement". As the collaboration progresses, Google is poised to replicate Android's ecosystem success in
Why Intel Is Ripping Higher: 18A Proof Meets the CPU Shortage Trade $Intel(INTC)$ has seen a sustained rally recently, outperforming many large-cap U.S. semiconductor stocks. In our view, two main reasons are behind this market move. 18A is the credible catalyst The cleanest fundamental driver is 18A plus Panther Lake moving from roadmap to spotlight, alongside Intel's marketing claim of 200 plus PC design wins versus AMD's 120 plus designs for its AI PC push. Why does this matter for the stock? Because 18A is not only about selling more CPUs. It is about re rating Intel Foundry from "cash incinerator" to "credible manufacturing platform." Intel Foundry's last four reported quarters add up to roughly $10.
Options Market Statistics | Opendoor Technologies Down 11.69%, appoints new CFO and president amid housing policy impact Index Options EST January 7, U.S. index options volume edged higher, totaling 5.30M contracts. The put/call ratio went down to 1.02. For $S&P 500(.SPX)$ options expiring on next trading session, volume distribution: put peak at 6,920, call peak at 6,920. Single Stocks Options $Intel(INTC)$ closed up 6.47%, with 1.25M option contracts traded; the put/call ratio declined to 0.30. Intel unveiled Core Ultra Series 3 processors built on 18A technology at CES and shares surged 6.5% amid heavy options tra
Intel's 11% Intraday Jump Attracts Millions of Dollars in Option Trades $Intel(INTC)$ shares jumped as much as 11% in the first hour of trading Wednesday, spurring millions of dollars in block trades in call options, as smart money moved to cash in on the gains. The stock jumped after the semiconductor company unveiled its latest processors designed to run AI on laptops. Intel Core Ultra Series 3 processors make up the first AI PC platform built on the company's 18A process technology that was designed and manufactured in the U.S. Intel touted Series 3's potential to be the most broadly adopted and globally available AI PC platform that the company has ever delivered, during the CES conference
APLD's Strong Results: Is the HPC Hosting Market Accelerating? APLD's Earnings Highlights $APPLIED DIGITAL CORP(APLD)$ 's Q2 FY26 revenue surged to $126.6 million, a remarkable 250% YoY increase, beating market expectations. A significant driver was tenant fit-out services, contributing $73 million—a clear indicator that demand for data center construction remains strong and the industry is still in a rapid growth phase. This is further confirmed by the $85 million in HPC hosting revenue, with a significant portion coming from recurring rent. Adjusted net income came in at $0.1 million, a stark improvement from the $17.8 million loss in Q1. While not profitable yet, this near break-even result suggests APLD's b
Singapore Market 2026 Outlook: From Sentiment-Led Gains to a Policy-Driven Structural Re-rating The Singapore equity market enters 2026 riding a wave of unprecedented momentum. In 2025, the $Straits Times Index(STI.SI)$ defied global volatility to deliver a stellar total return of over 22%, ending the year at record highs above the 4,650 level. This performance was potentially underpinned by a robust electronics upcycle, a "safe haven" rotation amid global trade tensions, and the initial anticipation of sweeping market reforms. As we look toward 2026, the narrative is shifting. Market focus is transitioning from a sentiment-driven recovery to the tangible execution of structural "Institutional Div