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02.01.26 - 15:30
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Futures Blast Off On First Day Of 2026 With Europe, Asia At Records (ZeroHedge)
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Futures Blast Off On First Day Of 2026 With Europe, Asia At Records
Stocks are set to break a four-day losing streak as markets start the new year with a bang across global markets, boosted by the same drivers that dominated much of 2025.As of 8:00am ET, S&P 500 futures were 0.6% higher with Nasdaq 100 contracts rallying 1% outperforming on renewed optimism around artificial intelligence.Nvidia rose 1.6% in premarket trading to lead gains among the Magnificent Seven, which were all green in premarket trading. Trading is likely to remain much lighter than usual, with many market participants not returning to their desks until Monday. As BBG notes, the setup has a familiar feel: Europe is green across the board and on course for a record high, while Asian stocks already hit a record, driven by gains in AI and chipmakers. The Bloomberg Dollar Spot Index is up 0.1% while the Aussie dollar is the best G-10 performer, rising 0.3% against the greenback; the euro underperforms and falls 0.3%. Treasuri...
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02.01.26 - 07:45
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Magnificent 7: Alphabet vor Nvidia und Microsoft (Der Aktionaer)
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Die Magnificent 7, Apple, Nvidia, Meta, Microsoft, Amazon, Tesla und Alphabet haben auch das Börsenjahr 2025 wieder stark geprägt. Die Kurszuwächse hielten sich aber im vergangenen Börsenjahr eher in Grenzen. Schließlich litten alle stark unter Trumps Zoll-Schock im April....
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02.01.26 - 04:06
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China demand pushes Nvidia to seek more H200 capacity from TSMC (Digitimes)
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Nvidia is in talks with TSMC to expand production of its H200 artificial intelligence chips as Chinese technology companies move to secure large orders for 2026, according to Reuters. The negotiations signal that Chinese demand continues to strain global supply chains even as the company faces a complex and unresolved regulatory environment in both Washington and Beijing....
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02.01.26 - 01:42
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Server ODMs remain bullish through the end of 2026 despite bubble concerns (Digitimes)
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Although AI bubble concerns persist, server ODMs remain optimistic about 2026. Nvidia's GB300 began shipping in the fourth quarter of 2025, and the new Vera Rubin architecture expected in 2026 should be able to take over smoothly. However, the Vera Rubin Ultra is slated to debut in 2027, which will involve a major overhaul of rack architecture and pose a significant challenge....
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02.01.26 - 01:42
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ByteDance plans US$14B Nvidia H200 chip purchase in 2026 (Digitimes)
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ByteDance is reportedly preparing to invest about CNY100 billion (US$14.3 billion) in AI chips in 2026, primarily purchasing AI processors from Nvidia. This planned spending exceeds the estimated CNY85 billion for 2025 but remains contingent on whether Nvidia receives approval to sell its H200 chips in the China market, with budget adjustments possible....
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