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23.01.26 - 22:24
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Intel Falls as Manufacturing Snags Bedevil Comeback | Bloomberg Tech 1/23/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow discuss Intel's manufacturing struggles as the company's shares fall post-earnings. Plus, China's largest tech firms get an initial green light from Beijing to start preparing orders for Nvidia's H200 AI chips. And, TikTok and its Chinese parent ByteDance have closed a long-awaited deal to transfer parts of their US operations to a group of American investors led by Oracle. (Source: Bloomberg)...
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23.01.26 - 20:24
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Intel Suffers Worst Decline in 17 Months | Open Interest 1/23/2026 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest. Intel slips and Nvidia gets a boost as China signals new demand for its H200 chips. And President Trump takes aim at Wall Street, suing JPMorgan and CEO Jamie Dimon for at least $5 billion over alleged debanking. And as a record winter storm threatens blackouts nationwide, the US urges grid operators to tap emergency power. Plus the CEO of Critical Metals, a company at the center of Greenland speculation, joins the show to talk about the challenge of mining rare earths in Greenland. (Source: Bloomberg)...
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23.01.26 - 20:12
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Beijing Tells Alibaba, Tencent, ByteDance To Prepare Nvidia AI Chip Orders (ZeroHedge)
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Beijing Tells Alibaba, Tencent, ByteDance To Prepare Nvidia AI Chip Orders
Chinese regulators are nearing approval for Nvidia's H200 AI chips for top domestic tech firms, including Alibaba, Tencent, and ByteDance, signaling Beijing is moving closer to formally green-lighting imports of last-generation AI accelerators, according to a Bloomberg report.
Approval would represent a material bull catalyst for Nvidia stock and a major win for CEO Jensen Huang, who has stated that the China AI chip opportunity alone could generate up to $50 billion in revenue over the coming years.
This report is notable given Nvidia shares have recently stalled below the $200 level. Any resumption of H200 shipments to China would potentially reignite upside momentum.
The Bloomberg report noted:
The companies are now cleared to discuss specifics such as the amounts they would require, the people said, asking to remain unidentified discussing private talks.
The report did reveal one caveat:
Beijing will encourage comp...
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23.01.26 - 18:03
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Baseten Raises $300M at a $5B Valuation to Power a Multi-Model Future (Business Wire)
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IVP, CapitalG, and NVIDIA anchor the round as inference becomes the defining infrastructure layer for AI.SAN FRANCISCO--(BUSINESS WIRE)--Baseten, the AI inference company chosen by the new wave of category-defining AI applications, today announced a $300 million financing with IVP, CapitalG, and NVIDIA as anchor investors. This values Baseten at $5 billion and marks the company's third fundraise in the past year, reflecting the boom in demand for high-performance infrastructure that can reliably run modern AI models in production.
With six years of building toward this moment, Baseten has become the inference platform behind many of the AI products reshaping how people work and build software, including companies such as Cursor, OpenEvidence, Abridge, Notion, Clay and many others.
"Baseten lets us run the models we need, the way we need to run them,” says Shiv Rao, Co-founder & CEO of Abridge. “The performance is best-in-class, but what sets them apart is everything else: the reliability, the de...
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23.01.26 - 16:48
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One Climate ETF Holds 10.2% in NVIDIA but Zero Energy Stocks – How? (24/7 Wall St.)
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Most climate-focused ETFs require investors to choose between their values and their returns. iShares Paris-Aligned Climate Optimized MSCI USA ETF (NASDAQ:PABU) takes a different approach by keeping one foot in the growth trade while screening for climate alignment. The question is whether this middle ground delivers on either promise. What PABU Actually Does PABU tracks ... One Climate ETF Holds 10.2% in NVIDIA but Zero Energy Stocks – How?
The post One Climate ETF Holds 10.2% in NVIDIA but Zero Energy Stocks – How? appeared first on 24/7 Wall St.....
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23.01.26 - 16:12
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That Escalated Quickly: Goldman Cuts PC Shipment Outlook As Memory Prices Go Parabolic (ZeroHedge)
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That Escalated Quickly: Goldman Cuts PC Shipment Outlook As Memory Prices Go Parabolic
Well that escalated quickly.
Goldman analysts led by Allen Chang have revised down global PC shipment forecasts for 2026-28, citing a sharp spike in memory prices as data centers worldwide soak up the supply of high-bandwidth memory.
Before diving into Chang's note, here's a quick recap of what's unfolded so far:
"Entered New Era": SK Hynix To Build $13 Billion Memory Plant As Nvidia CEO Says AI Demand Soaring
"Market That Never Existed": Nvidia CEO Sparks Frenzy In Memory Stocks
Soaring Memory Costs Sink Nintendo Shares; Goldman Says Selloff Is Buy-The-Dip Opportunity
UBS Says Soaring Memory Chip Prices To "Turbo-Charge" Samsung Earnings
First Victims Of 'Great Memory Crunch' Emerge As Data Centers Soak Up Global Supply
We've followed the historic price spike for months.
Update: two months later https://t.co/Q4TPIrpzxV pic.twitter.com/O3KTKxZOVE
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23.01.26 - 15:54
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Live Nasdaq Composite: Market Mettle Tested in Whipsaw Week (24/7 Wall St.)
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Live Updates Today's Gainers 1 minute ago Live In addition to Nvidia, other stocks are taking ground today despite the otherwise negative sentiment gripping the broader markets today. Gainers include: Fortinet (Nasdaq: FTNT) up 7.6% Halliburton (NYSE: HAL) up 3% SLB (NYSE: SLB) up 2%. Valero Energy (NYSE: VLO) up 3.4% CF Industries (NYSE: CF) ... Live Nasdaq Composite: Market Mettle Tested in Whipsaw Week
The post Live Nasdaq Composite: Market Mettle Tested in Whipsaw Week appeared first on 24/7 Wall St.....
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23.01.26 - 15:36
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Opening Bell: Intel Klatsche (MarktEinblicke)
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Die US-Futures treten am Freitagmorgen auf die Bremse. Im Chip-Sektor bleiben die Ausschläge groß: NVIDIA und AMD legen vorbörslich deutlich zu. Intel ist nach Zahlen schwächer.
The post Opening Bell: Intel Klatsche first appeared on marktEINBLICKE....
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