Market - US stock market experienced a decline for the second consecutive day, with the Dow, Nasdaq, and S&P 500 all falling, primarily driven by poor performance in technology stocks, particularly chip stocks like Nvidia, which dropped due to export restrictions [2] - Bank stocks also struggled, with Wells Fargo's revenue falling short of expectations, while Bank of America and Citigroup exceeded expectations but could not support the high market levels. The banking sector faced additional pressure from Trump's call for credit card interest rate reforms [2] - Despite strong PPI and retail sales data, the market remained low due to concerns over the independence of the Federal Reserve and rising geopolitical risks, particularly related to Iran [2] Company - Tesla announced it will stop selling its Full Self-Driving (FSD) software at a fixed price and will instead offer it as a monthly subscription service starting at $99, leading to a 1.79% drop in its stock price [3][33] - Cerebras secured a significant contract with OpenAI worth over $10 billion, committing to provide 750 MW of computing power by 2028, which will help reduce its reliance on a single customer [32] - Wells Fargo reported profits below expectations, with a significant $612 million spent on severance costs, leading to its stock experiencing the largest intraday drop in six months [40] - Bank of America reported a 23% increase in stock trading revenue to $2.02 billion, exceeding analyst expectations, but concerns over costs led to a 5% drop in its stock price [41] - Boeing announced it received 1,173 net orders in 2025, surpassing Airbus, although its stock fell 1.7% in early trading [42]

来源：环球市场播报 美联储官员频频释放按兵不动信号 强调维护央行独立性 多位美联储官员周三就央行独立性的重要性发表了讲话，以回应美国司法部上周向美联储发出的传票。 该传票重点关注美联储高成本的楼宇翻修工程，以及美联储主席杰罗姆·鲍威尔去年就该项目在国会作 证的情况。 鲍威尔周日在一份声明中将司法部此举与美联储的利率政策联系起来，称这些指控是"借口"。明尼阿波 利斯联邦储备银行行长Neel Kashkari成为美联储首个明确支持鲍威尔说法的决策者。 全球财经媒体昨夜今晨共同关注的头条新闻主要有： 美国最高法院再次未就特朗普关税案作出裁决 下个窗口期或在一周后 美国最高法院周三再次没有就总统特朗普的全球关税合法性作出裁决，全球至少需要等到下周才能得知 这项标志性经济政策的命运。 法院尚未说明计划何时发布下一批意见书，但下周二或周三大法官们再次开庭时可能公布更多裁决。 由于高院没有做出裁定，包括露露乐蒙、美泰在内的消费股纷纷下跌，电动工具制造商史丹利百得集团 回吐早前涨幅。 1、美国最高法院再次未就特朗普关税案作出裁决 下个窗口期或在一周后 2、美联储官员频频释放按兵不动信号 强调维护央行独立性 3 、马斯克旗下x ...

Key Points OpenAI might have its IPO in 2026, but the company has serious financial problems and is losing market share. Alphabet had a banner 2025 and is emerging as an AI software front-runner among the "Magnificent Seven" tech leaders. Alphabet's resources will likely make it difficult for OpenAI to claw back market share from Google and Anthropic. 10 stocks we like better than Alphabet › Artificial intelligence (AI) is big business. Companies involved in it, either via hardware or software, ...

If you had to choose just one stock going forward, would you rather own Alphabet (GOOG) (GOOGL) or Apple (AAPL)? That question came up during a recent Market on Close livestream, and following news of a partnership between the two tech giants, the topic couldn’t be more timely. Both stocks sit at the center of AI, consumer tech, and market leadership — yet they couldn’t be approaching the future more differently. More News from Barchart One is building the entire AI stack, while the other arguably jus ...

Quote of the Day: A powerful Quote of the Day often gains its strength not from polished optimism, but from honesty about how progress actually happens. Few figures embody that honesty better than A Quote of the Day like this matters because it reframes failure not as a personal flaw, but as a necessary stage in meaningful innovation.Live EventsQuote of the Day Today January 14The Quote of the Day today by Sergey Brin is: “We do lots of stuff. The only way you are going to have success is to have lots of fa ...

In the ever-evolving landscape of artificial intelligence (AI), Alphabet's (GOOG) (GOOGL) Google has surged ahead with its groundbreaking Gemini 3 model, released in late 2025. This advanced AI model not only solidifies Google's ironclad grip on search dominance but also propels its cloud services upward from a solid third-place position. Analysts speculate that Gemini 3 could enable Google Cloud to challenge Microsoft's (MSFT) Azure for the No. 2 spot and, in time, even dethrone Amazon's (AMZN) AWS as t ...

Key Points Optimism around AI appears set to continue into 2026, with 9 out of 10 AI investors planning to hold or expand their positions in the space. Global X forecasts that the artificial intelligence industry will be worth $826 billion by 2030. Among the Global X Artificial Intelligence and Technology ETF's top six holdings are two of last year's best-performing "Magnificent Seven" stocks. 10 stocks we like better than Global X Funds - Global X Artificial Intelligence & Technology ETF › Arti ...

Core Insights - Alphabet's Google is enhancing its Gemini artificial intelligence tools by integrating them with other Google applications like YouTube and Gmail, aiming to create a more personalized user experience [2] Group 1 - The initiative is referred to as Personal Intelligence, which seeks to make Gemini "uniquely helpful" for users [2]

As you might expect, the fund places a heavy emphasis on technology stocks, which comprise 42% of its holdings. Communication services (23%), consumer cyclical stocks (17.8%), and financial services (16.4%) make up the rest. As of this writing, the fund contained 44 stocks, with the top 10 holdings accounting for 51% of the fund.The Ark Next Generation ETF is an actively managed fund that invests in stocks under the theme of next-generation internet. The fund, which has $2.1 billion in assets under manageme ...

行业研究丨点评报告丨软件与服务 [Table_Title] AI 产业速递：谷歌正在进行哪些布局？ 报告要点 [Table_Summary] 谷歌已构建起从 TPU 算力基础设施、Gemini 多模态模型家族，到 AI Studio 及 Vertex AI 开发 者平台的全栈闭环不断赋能 AI 布局并加深数据护城河。当前 AI 应用加速走向兑现，我们认为 板块具备一定持续性，坚定看好智谱、Minimax 等大模型公司上市后表现，当前核心边际包括 （1）模型能力提升&发布事件催化；（2）商业模式推进（C 端流量入口逻辑&B 端劳动力替代 逻辑）。2026 年模型范式变化有望带来超额机会，长期看好 AI 产业升级机遇。 分析师及联系人 [Table_Author] 宗建树 刘思缘 SAC：S0490520030004 SFC：BUX668 丨证券研究报告丨 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 软件与服务 cjzqdt11111 [Table_Title2] AI 产业速递：谷歌正在进行哪些布局？ 2026-01-14 行业研究丨点评报告 [Table_S ...