Memory - South Korea's core technology product exports showed a positive trend in January 2026, with memory exports increasing by 154% year-on-year, driven by price hikes and strong server-related demand [3] - Samsung and SK Hynix are expected to see significant revenue growth in Q1 2026, with projections of 178% and 233% year-on-year increases, respectively [3] - NAND chip exports surged by 366%, indicating robust demand in the memory sector [3] Autonomous Driving/Physical AI - Google's Project Genie, powered by Genie 3, aims to create interactive worlds through user-generated content, marking a significant step towards AGI [5][6] - Waymo plans to raise approximately $16 billion, with a target valuation of nearly $110 billion, highlighting the increasing investment interest in autonomous driving technology [6][7] Robotics - Tesla's Optimus robot is set for a key release in Q1 2026, with significant upgrades aimed at mass production [8][9] - Yushin Robotics anticipates delivering around 55,000 robots in 2025, with nearly 50% of orders coming from overseas markets [10][11] AI Computing Power - NVIDIA's CEO clarified that the company's planned investment in OpenAI will be gradual, not reaching the previously mentioned $100 billion [14] - Oracle aims to raise $45-50 billion to expand its cloud infrastructure, driven by demand from major clients like AMD and Meta [14] AI Applications - Tencent is increasing its investment in AI, with its app Yuanbao leveraging community marketing strategies to enhance user engagement and market penetration [37] - The global PCB market is expected to double in size by 2026-2027, driven by the demand for AI servers and high-performance materials [38] Liquid Cooling - Fositek's revenue is projected to grow at a CAGR of 46% from 2025 to 2028, driven by advancements in liquid cooling technology [26][27] - The liquid cooling segment is expected to exceed 50% of revenue by 2026, indicating a strong market trend towards efficient cooling solutions [29] PCB - The global PCB market is experiencing robust growth, with a significant increase in demand driven by AI services and high-performance computing [30][31] - Companies like WUS and Zhen Ding Technology are positioned to benefit from the ongoing upgrade cycle in AI infrastructure [34][35]

Around 10 minutes into trading, the The tech-focused Nasdaq Composite Index lost 0.1 percent at 23,440.44."Earnings so far have been good, but there's still questions about the artificial intelligence trade and they linger into this week because we have more of the 'Magnificent Seven' reporting," said Art Hogan of B. Riley Wealth Management.He was referring to a term covering seven US tech giants, including AI chipmaker Nvidia and Among those due to report earnings this week are Amazon and Alphabet.In the m ...

Core Insights - The tech sector is experiencing a bifurcation, particularly in the AI value chain, as market rotation themes evolve [1] Group 1: Investment Strategy - The company is recognized as an opportunistic investor, focusing on identifying attractive risk/reward opportunities that can generate alpha above the S&P 500 [1] - The investment approach combines price action analysis with fundamental analysis, avoiding overhyped stocks while targeting beaten-down stocks with recovery potential [1] - The investing group specializes in high-potential opportunities across various sectors, emphasizing stocks with strong growth potential and appealing turnaround plays [1] Group 2: Analyst Recognition - The analyst has been acknowledged by TipRanks and Seeking Alpha as a top analyst in technology, software, and internet sectors, as well as for growth and GARP strategies [1] - The analyst's picks have consistently outperformed the market over time, demonstrating a strong track record [1]

Alphabet Inc. (NASDAQ:GOOGL) is one of the 10 Hottest Stocks to Buy in 2026. On January 28, Alphabet Inc. (NASDAQ: GOOGL) announced that Google is adding additional Gemini AI features to the Chrome browser. The company is all focused on beginning its new-age tech front and center for users. Alphabet Inc.'s Google Adds More Gemini AI Features to the Chrome Browser Pixabay/Public Domain The upgraded features of Gemini AI on Chrome include the image generation tool Nano Banana, Google’s ‘Personal Intellig ...

Group 1 - Alphabet Inc. (NASDAQ:GOOGL) is involved in a proposed class action lawsuit regarding unauthorized data collection through its Android operating system, agreeing to pay $135 million to resolve the issue, pending judicial approval [2] - The lawsuit claims that user data was collected even when devices were locked or location sharing was disabled, with the settlement requiring clearer disclosures and user consent for data transfers [2] - Roth Capital has maintained a Buy recommendation for Alphabet Inc. ahead of its fourth-quarter reports, raising the price target from $310 to $365, citing several catalysts for potential growth [3] Group 2 - Alphabet Inc. operates in various sectors including software, healthcare, and transportation, but some analysts believe other AI stocks may offer better investment opportunities with higher upside potential and lower risks [4]

Core Viewpoint - The article highlights the significant rise in the rare earth sector, driven by the announcement of the "Project Vault," a strategic critical minerals reserve initiative by the U.S. government, aimed at protecting manufacturers from supply shocks. Group 1: Market Reaction - On February 2, pre-market trading showed a strong performance in rare earth stocks, with NioCorp Developments up nearly 9% and Critical Metals up over 7% [1] - Other notable gains included TMC the metals (6.5%), American Resources (6.01%), United States Antimony (6%), USA Rare Earth (5.71%), and MP Materials (4.88%) [2] Group 2: Project Vault Details - The "Project Vault" will combine $1.67 billion in private capital with a $10 billion loan from the Export-Import Bank of the United States, aimed at purchasing and storing mineral resources for various industries [3] - The Export-Import Bank's board is expected to approve this record-setting 15-year loan, which is more than double the size of the bank's second-largest transaction in history [4] Group 3: Strategic Importance - The reserve will cover rare earths and other strategically important elements, helping companies hedge against price volatility without the need to stockpile materials [4][5] - Major companies involved include General Motors, Stellantis, Boeing, Corning, GE Vernova, and Google, indicating strong industry support for the initiative [5] Group 4: Market Stability - The initiative is designed to stabilize markets and mitigate price fluctuations, which can significantly impact financial statements, as seen with the historical spike in nickel prices following the Russia-Ukraine conflict [5] - Commodity traders will be responsible for sourcing raw materials to fill the reserves, further emphasizing the project's market-oriented approach [5] Group 5: Investor Confidence - The project has reportedly received oversubscription, reflecting investor confidence in the creditworthiness and long-term commitments of the participating companies [6]

Core Insights - Alphabet (NASDAQ: GOOGL) has experienced significant growth in 2025, maintaining steady share prices despite market volatility in the Magnificent Seven during January [1] Company Performance - Shares of Alphabet have remained stable even with increased market fluctuations, indicating strong investor confidence and resilience in the company's performance [1]

NEW YORK--(BUSINESS WIRE)--Klarna, the global digital bank and flexible payments provider, is joining Google's Universal Commerce Protocol (UCP), an open standard designed to help AI agents and commerce systems work together across the full shopping lifecycle, from discovery and purchase through post-purchase support. UCP enables consumers to shop seamlessly in AI conversations while giving agents, merchant systems, and payment providers a standardized way to interact across multiple AI platfor. ...

Core Insights - The U.S. is launching a strategic critical-minerals stockpile named Project Vault with $12 billion in initial funding to reduce reliance on Chinese rare earths and other metals [1][4] - The initiative combines $1.67 billion in private capital with a $10 billion loan from the U.S. Export-Import Bank to procure and store essential minerals for various industries [1][2] - The stockpile will focus on critical minerals like gallium and cobalt, which are vital for products such as smartphones, batteries, and jet engines [3][4] Industry Impact - U.S. rare-earths stocks experienced a surge in premarket trading following the announcement of the stockpile plan, indicating positive market sentiment [2] - The project aims to strengthen supply chains in the automotive, aerospace, and energy sectors, reducing dependency on China, the leading provider of critical minerals [4][5] - Participation from major companies, including General Motors, Boeing, and Google, highlights the broad industry support for the initiative [5][6] Financial Aspects - The Export-Import Bank's board is set to approve a record-setting 15-year loan, which is more than double the size of the previous largest deal executed by the bank [6] - The involvement of commodities trading houses to manage raw material purchases for the stockpile indicates a structured approach to sourcing critical minerals [5]

AI Stocks Checkup: Weekly Moves And Who's Leading Or Lagging In 2026 | Investor's Business DailyBREAKING: [Futures Off Lows, Bitcoin Dives To Lowest Since 2024]---One month into 2026, the leaders and laggards in artificial intelligence stocks look a lot different than last year. With earnings due from Palantir Technologies (GOOGL) and Amazon.com (AMZN) this week and Nvidia (NVDA) on Feb. 25, more volatility for AI stocks could be on the way. Among last week's winners were Meta Platforms (META), whose core a ...