Jim Cramer, the host of Mad Money, spent Thursday explaining how each major market sector performed in 2025, and pointed out what worked, what lagged, and what that might signal going forward. “Tonight, I want to break down the performance of each major sector in the market for 2025. Now, there are 11 of them, and they give us a real good sense of what worked and what didn’t… Last year, only three of them outperformed the S&P 500: Communication services, that was up 32%, information technology up 23%, and i ...

Launch of V Gallant’s Co-Working Data Center and IDEX Exchange Hub Signals Convergence of High-Performance Compute and Physical AI InfrastructureKUALA LUMPUR, Malaysia, Jan. 09, 2026 (GLOBE NEWSWIRE) -- VCI Global Limited (NASDAQ: VCIG) (“VCI Global” or the “Company”), through its artificial intelligence subsidiary V Gallant Limited (“V Gallant”), today announced that its first Enterprise AI GPU Lounge, located in Kuala Lumpur, Malaysia, has reached turnkey readiness and is entering the operational phase. T ...

Core Viewpoint - SanDisk has been upgraded to a "Buy" rating by Goldman Sachs, reflecting strong investor confidence and a new price target of $320, up from $280, while the stock is currently priced at $334.54 [1][5] Group 1: Stock Performance - SanDisk's shares surged over 27% in a single day, following a remarkable 500% increase in 2025 and an additional 43% rise in early 2026 [2][5] - The stock has seen a high of $360.98 and a low of $27.89 over the past year, currently priced at $334.54 [4][5] - SanDisk has a market capitalization of approximately $48.59 billion and a trading volume of 21.11 million shares [4][5] Group 2: Industry Context - The surge in SanDisk's stock is part of a broader trend in the data storage sector, with other companies like Western Digital and Seagate Technology also experiencing stock increases of 17% and 14%, respectively [3] - The demand for memory and storage hardware in the AI industry has been a significant driver of this growth, as highlighted by NVIDIA CEO Jensen Huang's remarks at the CES event [2]

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the stocks Jim Cramer shared his takes on. When a caller inquired about the company during the episode, Cramer commented: “I get up at 2 a.m. to listen to their conference call. It’s magnificent. They really know what they’re doing. Why do I not own it for the Charitable Trust? Well, frankly, it’s because we own NVIDIA, which is, you know, one of the largest clients, probably arguably the largest, and I don’t think there’s a need to o ...

Vi e w p o i n t | 07 Jan 2026 21:53:55 ET │ 12 pages Hesai (HSAI.O /2525.HK) Hesai sets 26E Capacity +100% YoY to 4mn units (versus our sales target 3.67mn units) CITI'S TAKE Hesai at CES 2026 showcased its latest LiDAR technologies covering ADAS and robotics, but also announced significant partnerships with companies like NVIDIA (Global L4 and Robotaxi Ecosystem Building on NVIDIA), doubling its annual production capacity to 4mn units, and steady progress at its Thailand factory with capacity expansion. S ...

Nokia Oyj (NYSE:NOK) is one of the stocks Jim Cramer offered insights on. During the lightning round, a caller sought Cramer’s opinion on the stock, and he replied: “Oh, Nokia is tough… Nokia is very tough. And I’ll tell you why Nokia is tough because it’s up against Apple. It’s up against a lot of different great companies. Hey, by the way, Apple was down badly today. I have to tell you, I think this is a pretty good level to buy some Apple, down four bucks. I think, buy a little Apple and then it comes ...

Summary of NVIDIA CES Keynote - Takeaways for US Autos Industry Overview - The focus of the conference was on **Physical AI**, particularly in the context of **Autonomous Vehicles (AV)** and **Humanoids** as the future of AI technology [2][7]. Key Company Insights NVIDIA - **Alpamayo**: A vision language action (VLA) model aimed at addressing the "long tail" of AV edge cases, supported by **AlpaSim** (open-source AV simulation) and **Physical AI Open Datasets** (1,700+ hours of driving data) [2]. - **Isaac GR00T N1.6**: A reasoning VLA model specifically designed for humanoid robotics [2]. Tesla (TSLA) - Despite increased competition in AVs and humanoids, Tesla is viewed as being **years ahead** due to its vertical integration, data, scale, and cost advantages [7]. - The introduction of NVIDIA's technology may help other OEMs accelerate their autonomy programs, but the time required to fully develop and integrate AV technology is expected to be **years, not months** [8]. Rivian (RIVN) - Rivian's own AI and autonomy strategy, including a custom silicon chip, may face competitive pressure from NVIDIA if Rivian decides to sell its technology externally [8]. Lucid Motors (LCID) - Lucid has partnered with NVIDIA to develop hands-off driving technology, with a focus on capital efficiency [8]. General Motors (GM) - GM is leveraging its existing collaboration with NVIDIA to enhance its AV speed-to-market, utilizing digital-twin workflows and NVIDIA DRIVE AGX for advanced ADAS [8]. Ford (F) - Ford is seen as having potential opportunities to advance its L2+ offerings in a capital-light manner, aligning with its recent strategic pivot towards capital discipline [8]. Mobileye (MBLY) - Mobileye's market share may be at risk due to NVIDIA's strong position in high-performance SoCs and compute platforms, which could increase pricing pressure [8][9]. Market Dynamics - The competitive landscape is shifting, with traditional OEMs needing to adapt quickly to maintain relevance as L2+/L3 autonomy becomes a consumer expectation [3]. - The integration of advanced autonomy technologies is expected to compress development cycles and reduce upfront capital expenditures for OEMs [8]. Financial Projections - General Motors has a DCF-derived price target of **$90**, implying a **7.5x** multiple on 2026 EPS of **$12.25** [11]. - Tesla's price target is set at **$425**, with various components contributing to this valuation, including core auto business and network services [12]. Risks and Considerations - Potential risks include execution challenges in EV/AV strategies, regulatory hurdles, and increased competition from both legacy OEMs and new entrants in the market [14][15]. - The need for greater financial transparency and strategic partnerships is emphasized as critical for navigating the evolving automotive landscape [14]. Conclusion - The advancements in AI and autonomy showcased by NVIDIA at CES highlight significant opportunities and challenges for automotive OEMs. Companies like Tesla, GM, and Lucid are positioned to leverage these technologies, while others may face increased competitive pressures. The market dynamics are shifting rapidly, necessitating strategic adaptations from all players involved.

January 7, 2026 03:47 PM GMT Tracking China's Semi Localization | Asia Pacific Read-across from CXMT and SMIC funding; Nvidia H200 impact on local chip demand We summarize recent news flow and our industry checks regarding China's progress in semi localization. CXMT files for Shanghai listing to fund DRAM expansion: ChangXin Memory Technologies Corp. (CXMT) plans to raise 29.5 billion yuan ($4.22 billion) through an initial public offering of 10.6 billion shares in Shanghai (link). Our analysis: While CXMT ...

Caterpillar (NYSE: CAT) 2026 Conference Summary Industry Overview - Caterpillar is redefining heavy industry in the context of data, autonomy, and AI, showcasing innovation in sectors like energy, construction, mining, and infrastructure [1][2] - The company has over 110,000 employees and operates in 63 countries, with a focus on transforming equipment manufacturing and worksite management [3] Core Points and Arguments - Caterpillar is integrating AI and machine learning into its operations, enhancing efficiency and sustainability on a global scale [2] - The company emphasizes the importance of the physical infrastructure that supports the digital economy, highlighting its role in providing the necessary equipment for modern technology [6][18] - Caterpillar's strategy focuses on solving customers' toughest challenges, which drives investment decisions and partnerships [18][19] - The introduction of the Cat AI Assistant aims to support customers by providing real-time insights and recommendations, enhancing operational efficiency [30][32] Technological Innovations - Caterpillar's Helios platform connects approximately 1.5 million assets, processing vast amounts of data to improve operational intelligence [28] - The company has been a pioneer in autonomy for over 30 years, with its autonomous mining fleet moving over 11 billion tons of material without reported injuries [43] - New autonomous machines are being developed for construction, which will improve safety and efficiency on job sites [48][50] Partnerships and Collaborations - Caterpillar collaborates with NVIDIA to enhance AI capabilities, focusing on real-time data processing and machine learning applications in heavy industry [20][24] - The partnership aims to bridge the gap between digital and physical operations, making Caterpillar's equipment smarter and more efficient [21][56] Workforce Development - Caterpillar is committing $25 million to strengthen the workforce, focusing on training and education to prepare employees for new roles created by technological advancements [55] - The company recognizes the need for skilled labor in the evolving landscape of heavy industry and aims to support the transition of workers into new positions [54][56] Additional Important Content - The conference highlighted the historical context of Caterpillar's innovation, tracing back to its centennial celebration in 2025 and emphasizing a culture of forward-thinking [2][12] - The Cat AI Assistant is designed to be a proactive partner for operators, providing guidance and support to improve safety and productivity on job sites [33][34] - Caterpillar's commitment to sustainability and efficiency is evident in its focus on reducing downtime and improving operational performance through advanced technology [19][54]

Caterpillar is investing to equip its assets for an AI-enabled future. The NVIDIA Jetson Thor platform enables real-time AI inference on Cat construction, mining and power equipment, laying the foundation for next- generation autonomy and intelligent in-cab experiences. These upgrades will ensure assets are ready for AI- assisted and potentially autonomous operations. For example: Debuting the Cat® AI Assistant™ AI-powered solutions to transform machines, job sites, factories and supply chains LAS VEGAS, Ja ...