Core Insights - Retail investors have shown significant interest in five stocks this week, driven by hype around AI and corporate news, including Nebius Group NV, IREN Ltd., D-Wave Quantum Inc., Microsoft Corp., and Oklo Inc. [1] Nebius Group NV (NBIS) - Nebius Group is experiencing bullish momentum due to its plans for early adoption of Nvidia's Vera Rubin platform, with Morgan Stanley initiating coverage and projecting a potential upside of 23.55% [5] - The stock has a 52-week range of $18.31 to $141.10, currently trading around $103 to $105, with a yearly increase of 176.36% and 94.87% over the last six months [6] IREN Ltd. (IREN) - IREN has gained analyst enthusiasm, particularly after a significant Microsoft contract, leading H.C. Wainwright to upgrade the stock to Buy with a price target of $80 [6] - Bernstein has reiterated IREN as a top AI pick for 2026, reflecting optimism in AI demand following CES [6] D-Wave Quantum Inc. (QBTS) - D-Wave Quantum has made a key technical breakthrough in scalable on-chip cryogenic control of qubits, enhancing its roadmap towards error-corrected systems [11] - The stock has a 52-week range of $5.12 to $76.87, trading around $51 to $53, with a yearly return of 353.19% and 199.77% over the last six months [11] Microsoft Corp. (MSFT) - Microsoft is facing a near-term decline amid news of an emergency auction for power contracts, but sentiment remains positive with predictions of reclaiming a $4 trillion valuation [15] - The stock has a 52-week range of $344.79 to $555.45, currently trading around $456 to $458, with a yearly increase of 7.56% but a decline of 9.68% over the last six months [16] Oklo Inc. (OKLO) - Oklo is advancing a nuclear power campus project in partnership with Meta Platforms, with pre-construction expected to start in 2026 and first power by 2030 [16] - The stock has a 52-week range of $4.45 to $46.75, trading around $28 to $30, with a yearly increase of 394.32% and 69.84% over the last six months [12]

Core Insights - Retail investors have shown significant interest in five stocks this week, driven by retail hype, AI developments, and corporate news [1] Group 1: Nebius Group NV (NASDAQ:NBIS) - Nebius Group is experiencing bullish momentum due to its early adoption plans for Nvidia's Vera Rubin platform, expected in the second half of 2026 [5] - Morgan Stanley initiated coverage on Nebius, highlighting aggressive scaling targets and strategic positioning in AI infrastructure, indicating a potential upside of 23.55% [5] - The stock has a 52-week range of $18.31 to $141.10, trading around $103 to $105, with a yearly increase of 176.36% and 94.87% over the last six months [6] Group 2: IREN Ltd. (NASDAQ:IREN) - IREN is benefiting from renewed analyst enthusiasm, particularly due to a significant Microsoft hyperscaler contract [6] - H.C. Wainwright upgraded IREN to Buy with a price target of $80, citing its exposure to AI demand through the Microsoft deal [6] - The stock has a 52-week range of $4.45 to $46.75, trading around $28 to $30, with a yearly increase of 394.32% and 69.84% over the last six months [12] Group 3: D-Wave Quantum Inc. (NYSE:QBTS) - D-Wave Quantum has made a key technical breakthrough in scalable on-chip cryogenic control of gate-model qubits, enhancing its dual-platform roadmap [11] - The stock has a 52-week range of $5.12 to $76.87, trading around $51 to $53, with a yearly return of 353.19% and 199.77% over the last six months [11] Group 4: Microsoft Corp. (NASDAQ:MSFT) - Positive sentiment surrounds Microsoft despite a near-term decline, with predictions of reclaiming a $4 trillion valuation amid rising power costs [15] - The stock has a 52-week range of $344.79 to $555.45, trading around $456 to $458, with a yearly increase of 7.56% but a decline of 9.68% over the last six months [16] Group 5: Oklo Inc. (NYSE:OKLO) - Oklo is advancing a nuclear power campus project in Ohio, supported by a multi-billion-dollar agreement with Meta Platforms [16] - The stock has a 52-week range of $17.42 to $193.84, trading around $91 to $93, with a yearly surge of 277.42% [18]

Core Viewpoint - Italy has initiated two investigations into Microsoft's Activision Blizzard, accusing the company of "misleading and aggressive" sales practices related to its mobile games Diablo Immortal and Call of Duty Mobile [1][2]. Group 1: Investigations and Allegations - The Autorita Garante della Concorrenza E Del Mercato (AGCM) is investigating the use of design elements in the games that may lead users, especially children, to engage in prolonged play and make in-game purchases [2][6]. - The AGCM's statement indicates that these practices could mislead players regarding the actual value of virtual currency and encourage excessive spending, sometimes beyond what is necessary for game progression [3][4]. Group 2: Game Features and Monetization - Diablo Immortal and Call of Duty Mobile are marketed as free-to-play but include in-game purchases, which is a common monetization strategy for such games [4]. - In-game purchases in Diablo Immortal can reach up to $200, allowing players to buy cosmetics and currency to enhance their gaming experience [4][5]. Group 3: Parental Controls and Privacy Concerns - The AGCM is also examining the parental control features of the games, noting that default settings permit minors to make in-game purchases and play for extended periods without restrictions [6]. - Privacy issues have been raised, as the games seem to encourage users to select all consent options during sign-up, prompting an investigation into the company's data consent processes [6][7].

【#瑞士对微软365办公软件涨价展开调查#】#微软回应瑞士调查365办公软件涨价#综合多家外媒报道， 瑞士竞争委员会15日宣布，对美国微软公司启动初步调查，以评估微软365办公软件套装涨价行为是否 违反了瑞士市场竞争相关法规。瑞士竞争委员会15日发布声明说，他们近期收到来自多个企业和政府机 构的投诉，反对微软365办公软件套装涨价。瑞士竞争委员会指出，他们将判断微软是否违反瑞士相关 市场竞争法规，并考虑让价格监督机构参与评估，具体措施将取决于初步调查结果。一旦发现违法迹 象，将启动对微软的正式调查。微软方面当天则回应称，将配合瑞士竞争委员会的调查工作。 (央视财 经) ...

Group 1 - The core viewpoint is that the upcoming earnings season for technology companies will serve as a bullish signal for artificial intelligence, led by major tech firms [1] - Analysts believe that 2026 will be a pivotal year for the AI revolution, with significant investments required from both enterprises and consumers, amounting to trillions of dollars [1][2] - The demand for AI from cloud computing giants like Microsoft, Alphabet, and Amazon is reported to be very strong in the current quarter [1] Group 2 - The analyst team emphasizes that the ongoing fourth industrial revolution is still in its early stages, led by companies such as Nvidia, Microsoft, and others [2] - There is an expectation that the upcoming earnings season will further influence investors, with over $550 billion in capital expenditures being gradually implemented [2] - The application scenarios for AI are believed to be expanding rapidly, with the enterprise consumption phase anticipated to begin by 2026 [2] Group 3 - Analysts estimate that for every dollar invested by Nvidia, there is an $8 to $10 multiplier effect across the tech ecosystem [3] - Microsoft is seen as accelerating its AI strategy, with its Azure cloud platform expected to be a key player in this initiative [3]

Company News - Italy has launched an investigation into Microsoft, accusing the company of "misleading and coercive" sales practices related to its games [1] - Huawei and Xiaomi have been included in Apple's trade-in program for iPhones [1] - Tesla has applied for the trademark "Tesla Smart" in China [1] - JPMorgan executives anticipate a fruitful year for mergers and acquisitions, planning to hire more personnel across Europe [1]

Market Overview - Futures are higher, with S&P 500 futures up 0.3% and Nasdaq 100 contracts up 0.4%, driven by enthusiasm for technology stocks [1] - The Russell 2000 has outperformed the S&P 500 for ten consecutive sessions, showing a relative performance improvement of over 600 basis points this year [4] Corporate News - JB Hunt Transport Services Inc. reported a 4% decline in shares after quarterly revenue missed estimates, indicating ongoing weakness in freight demand [5] - Kraft Heinz shares fell 1.1% following a downgrade by Morgan Stanley to underweight [5] - Mosaic's shares dropped 6% due to a significant decline in North American fertilizer demand [5] - PNC Financial Services Group Inc. shares rose 3% after reporting a 9% increase in fourth-quarter revenue, surpassing analysts' expectations [5] - Regions Financial shares fell 4% after reporting lower EPS and total loans than expected, with a forecast of declining net interest income [5] Technology Sector - The Mag 7 stocks are mostly higher in premarket trading, with Nvidia up 0.8% and other tech firms like AMD and Microsoft also showing gains [3] - TSMC's strong earnings and capital expenditure forecast have fueled optimism regarding the AI boom [4] - OpenAI and Microsoft are facing legal challenges over claims related to funding and operational changes [3] Economic Indicators - The first week of the earnings season has seen 89% of the 28 companies reporting so far beating expectations, indicating a positive outlook for the broader economy [9] - US stock funds experienced inflows of $36.5 billion in the week ending January 14, reflecting investor confidence [10] - Yield premiums on corporate debt have narrowed significantly, with a record $435 billion in bonds issued in the first half of January [11] Central Bank Insights - Five regional Fed bank presidents indicated that the central bank is well-positioned to wait for further data before making rate cuts, with no changes expected at the upcoming meeting [12] - Fed officials have expressed a need to maintain a restrictive monetary policy to combat inflation [37] Global Market Trends - European stocks dipped slightly but are on track for their fifth consecutive weekly advance, with health care stocks outperforming [13] - Asian stocks rose, particularly in Taiwan, supported by TSMC's positive outlook for AI demand [15] - The Japanese yen strengthened as Finance Minister Katayama indicated readiness for potential currency intervention [16]

Core Viewpoint - The Italian Competition Authority has initiated two investigations into Microsoft's Activision Blizzard games, "Diablo Immortal" and "Call of Duty," for alleged misleading and coercive sales practices [1] Group 1: Investigations and Allegations - The investigations focus on the claim that these games, while advertised as "free-to-play," contain in-game purchases that may mislead consumers [1] - The authority suggests that the company's practices could violate consumer protection laws, particularly regarding the duty of care in an industry sensitive to gaming addiction risks [1] Group 2: User Interface and Consumer Behavior - The investigations will examine potentially deceptive user interface designs that may encourage consumers to increase gameplay frequency, extend playtime, and accept promoted paid features [1]

Core Viewpoint - The Italian Competition Authority has initiated two investigations into Microsoft's Activision Blizzard games, specifically "Diablo Immortal" and "Call of Duty," for alleged misleading and coercive sales practices [1] Group 1 - The investigations focus on the sales behavior of the two games, which are accused of being misleading and coercive [1]

Core Viewpoint - The U.S. gaming publisher is under scrutiny for potentially violating consumer protection laws through practices that encourage excessive gaming [1] Group 1 - The regulator has indicated that the gaming publisher's practices may be misleading to consumers [1] - There are concerns that these practices could lead to negative impacts on gamers' well-being [1] - The investigation highlights the increasing regulatory focus on the gaming industry regarding consumer protection [1]