The United States and Taiwan struck a trade agreement Thursday that aims to mobilize up to $500 billion in Taiwanese semiconductor investment and government-backed credit guarantees to build advanced ... ...

Market Overview - The Dow Jones Industrial Average surged 426 points, or 0.9%, indicating a renewed interest in large-cap stocks [1] - The S&P 500 and Nasdaq also saw gains of 0.7% and 0.9% respectively, driven by a rebound in semiconductor stocks and strong bank earnings [1] Semiconductor Sector - Taiwan Semiconductor Manufacturing Company (TSMC) reported fourth-quarter revenues of $33.1 billion, a 20.5% year-over-year increase, and announced a capital expenditure budget of $52 billion to $56 billion for 2026, a 37% increase from 2025 [3][4] - TSMC's aggressive capex plan signals strong confidence in sustained demand for AI chip-making capacity, benefiting the entire supply chain including equipment makers like ASML and Applied Materials [4] - TSMC shares rose over 6%, and the VanEck Semiconductor ETF climbed 3.34%, indicating a robust outlook for the AI chip market [5] Banking Sector - Goldman Sachs reported a 12% profit increase to $4.62 billion, with deal-making fees up 25% year-over-year, while Morgan Stanley's profit jumped 18% to $4.4 billion, driven by a 47% revenue surge in investment banking [6] - Both banks' stocks reached fresh 52-week highs, with Goldman advancing 4% and Morgan Stanley nearly 6% [7] Economic Indicators - Weekly jobless claims were reported at 198,000, better than the expected 215,000, indicating resilience in the labor market [7] - A significant drop in Brent crude oil prices, down more than 4% to around $63.69 per barrel, alleviated inflation pressures, which typically benefits cyclical and financial stocks [8]

Core Viewpoint - Investors are showing increased interest in Galaxy Digital (NASDAQ: GLXY), driven by factors unrelated to Bitcoin or Ethereum, indicating a shift in market sentiment towards the company [1] Group 1 - Galaxy Digital's shares are experiencing a rise, attributed to recent developments rather than cryptocurrency market trends [1]

Core Viewpoint - Advanced Micro Devices (AMD) stock experienced a significant increase on Thursday, outperforming the broader semiconductor sector due to a positive outlook from Wells Fargo and strong earnings from a key manufacturing partner [1] Group 1 - AMD stock rose sharply, indicating strong market performance [1] - The semiconductor sector as a whole was outperformed by AMD, highlighting its competitive position [1] - A bullish call from Wells Fargo contributed to the positive sentiment surrounding AMD [1] Group 2 - Strong earnings reported by a key manufacturing partner further supported AMD's stock performance [1]

Taiwan Semiconductor Manufacturing (NYSE: TSM) is pushing higher on Thursday after posting yet another blockbuster quarter, marked by record revenue of NT$1.034 trillion. But an even bigger story is p... ...

Group 1 - Silver's significance as an industrial metal is highlighted, indicating a strong demand in various sectors [1] - The current tight supply situation for silver is expected to create a favorable environment for price increases [1] - Trade policy and macroeconomic sentiment are identified as potential risks that could impact the silver market [1]

Core Viewpoint - Tesla stock experienced a significant increase of nearly 1.5% intraday, driven by renewed investor optimism linked to two major catalysts within Elon Musk's ecosystem [1] Group 1 - The stock surge occurred on Thursday, indicating a swift reversal in market sentiment towards Tesla [1] - Investor optimism was reignited due to developments related to Elon Musk's broader business ecosystem, suggesting a positive outlook for the company [1]

Nvidia stock rose early on Thursday, with the artificial-intelligence chipmaker benefiting from strong earnings at its key supplier Taiwan Semiconductor Manufacturing Co. and fresh clarity around the Trump administration's semiconductor tariff policy. Nvidia stock was up around 3% at $188.38 in early trading, recovering some ground after falling 1.4% in the previous session. The Taiwanese chipmaker said it expects to spend between $52 billion and $56 billion on capital expenditure this year, underscoring th ...

Core Viewpoint - Springview Holdings has experienced a dramatic surge in stock price, rising from approximately $0.67 to intraday highs of $8.04, primarily driven by two significant corporate announcements [1][2]. Group 1: Corporate Announcements - The first announcement on January 5 involved an exclusive distribution agreement with Future Faith Pte. Ltd. for premium hardwood and sawn timber, structured as an asset-light partnership [3]. - The second announcement on Thursday revealed a non-exclusive memorandum of understanding with Jiangsu GSO New Energy Technology to integrate solar and energy-efficiency solutions into residential projects in Singapore [4][5]. - Both agreements are designed to minimize capital requirements and allow Springview to diversify into higher-margin businesses [5]. Group 2: Market Reaction and Stock Performance - Initially, the stock saw a modest increase of only 1.5% following the first announcement, but the second announcement triggered a significant rally [4]. - The stock's recent volatility is attributed to its low trading volume, with daily shares traded ranging from 8,000 to 40,000, leading to potential for sharp intraday price swings [7]. - Historical performance indicates a mixed correlation between corporate announcements and stock price movements, suggesting that headlines alone may not lead to sustained price changes [9]. Group 3: Financial Health and Investor Considerations - Springview has undergone a 1-for-8 reverse share split, reducing its share count from 13.2 million to 1.65 million, which amplifies per-share price movements [7]. - The company has negative free cash flow and minimal annual revenues of $6 million, indicating reliance on new partnerships for a path to profitability [10]. - Investors are advised to seek concrete evidence of revenue commitments and project timelines before making investment decisions, as current press releases lack these specifics [9].

Group 1 - Shopify's stock price has entered a correction phase, declining by 13% from its peak in October of the previous year [1] - The current trading price of Shopify is $157, indicating potential further downside risks as it develops several concerning chart patterns [1]