Core Viewpoint - The U.S. Supreme Court's decision to strike down President Trump's emergency tariffs has led to increased uncertainty in the tariff landscape, with a new 15% tariff announced, raising concerns about potential economic impacts [1][11]. Tariff Developments - President Trump announced a new 10% tariff on the rest of the world, which was later raised to 15%, surprising some officials [1][11]. - It remains unclear when these tariffs will be imposed, what might be excluded, and whether all countries will face the 15% rate [4][11]. Market Reactions - MSCI's broadest index of Asia-Pacific shares outside Japan increased by 0.5% amid the uncertainty [5][11]. - Japan's Nikkei was closed for a holiday, but futures traded at 56,970, slightly above the cash close of 56,825 [5][11]. - South Korea's market continued its upward trend with a 2.0% rise, following a 5.5% increase last week [5][11]. Economic Indicators - The Treasury market reacted negatively to the tariff news, raising the risk of the U.S. government needing to repay approximately $170 billion in revenue, potentially widening the fiscal deficit to around 6.6% of GDP [7][11]. - Economic growth in the December quarter missed forecasts, while core inflation surprised on the high side, affecting market expectations for a June rate cut from the Federal Reserve [8][11]. Currency and Commodity Movements - The dollar weakened against the Japanese yen by 0.4% to 154.36, while it gained 0.4% against the euro, reaching $1.1826 [9][11]. - In commodity markets, gold increased by 0.8% to $5,143 per ounce, and silver rose by 2% to $86.24 per ounce [9][11]. - Oil prices experienced volatility, with Brent crude down 0.6% to $71.29 per barrel and U.S. crude down 0.8% to $65.95 per barrel [9][11].

Vertiv posts fourth-quarter earnings per share of $1.36 from sales of $2.9 billion. Wall Street was looking for $1.29 from sales of $2.9 billion. ...

Market Analysis by covering: S&P 500, NVIDIA Corporation, Advanced Micro Devices Inc. Read 's Market Analysis on Investing.com ...

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Core Viewpoint - Oracle plans to raise between $45 billion and $50 billion this year to fund its significant investment in cloud computing [1] Group 1 - The company is focusing on expanding its cloud computing capabilities, indicating a strategic shift towards this sector [1] - The planned capital raise reflects Oracle's commitment to enhancing its competitive position in the cloud market [1] - This financial move is part of a broader trend among technology companies investing heavily in cloud infrastructure [1]

Group 1: Dollar and Economic Implications - The dollar index has fallen below a key technical level, reaching a four-year low, indicating a potential for further weakness in the intermediate term, with a target of 95.00 [2][5][10] - A weaker dollar enhances export competitiveness for U.S. companies, particularly benefiting the tech sector, which is heavily investing in AI [6][7][10] - The current economic environment is described as strong, with the economy "firing on all cylinders," although there are long-term concerns regarding the dollar's status as the reserve currency [9][10] Group 2: AI Investment Trends - The AI sector is experiencing significant momentum, with major funding initiatives, including SoftBank's aim to raise an additional $30 billion for OpenAI [14] - Companies like Anthropic are gaining attention for their rapid advancements in AI technology, which are expected to boost confidence and spending in the market [14][15] - The overall sentiment in the AI trade is bullish, with indications that spending trends are accelerating rather than slowing down [15]

>> AFTER 20 YEARS OF FINANCIAL PRESSURE, WERE BACK TO LIVE MARKETS. >> THE MARKET IS PROBABLY GOING TO TAKE OFF AGAIN. >> WE SEE A LOT OF UPSIDE IN U.S. VOLATILITY MARKETS. >> THE U.S. BOND MARKET IS STILL THE PLACE TO REACT. >> THIS IS "BLOOMBERG BR WITH SURVEILLANCE, WITH JONATHAN FERRO, ANNMARIE HORDERN. SON PATRICK: GOOD MORNING. -- JONATHAN: GOOD MORNING."BLOOMBERG SURVEILLANCE" BEGINS RIGHT NOW. INTERVENTION RISKS AND GOAL. SMASHING THROUGH $5,000, BUILDING ON A RECORD-BREAKING RALLY, GOAL ON A SIX-DA ...

Group 1 - TE Connectivity is currently performing well, as indicated by their recent earnings report and guidance [2] - The company is a key player in the electrical components sector, benefiting from ongoing trends in artificial intelligence and technology [2]

Group 1 - Bank stocks are facing complex challenges and benefits heading into 2026 after an unusually strong year, raising questions about the sustainability of the rally [5] - The S&P 500 and Dow closed the week narrowly below the previous week's record highs, while the Nasdaq is about 2% off its record high [5] - Key inflation data and Netflix earnings are upcoming, which may impact market sentiment and stock performance [8] Group 2 - BlackRock and GE Aerospace are highlighted as stocks to watch in the upcoming shortened market action [6] - Intel stock is surging, along with two other Nasdaq 100 giants, indicating strong performance in the tech sector [7][10] - Dow Jones futures show Google leading seven stocks in buy zones, with several companies facing earnings tests [10]

Core Viewpoint - Western Digital (NASDAQ:WDC) is a significant player in the data storage industry, with a new price target set at $230 by Evercore ISI, indicating a potential upside from its current trading price of $221.51 [1][5] Company Performance - The current stock price of WDC is $221.51, reflecting a slight decrease of 0.27% or $0.59, with a trading range between $216.83 and $229.99 during the day [2][5] - Over the past year, WDC has shown significant volatility, with a high of $230.48 and a low of $28.83 [2] Market Position - Western Digital's market capitalization is approximately $75.93 billion, indicating a strong position in the data storage industry [4] - The trading volume for the day is 8,950,350 shares, demonstrating active investor interest [4] Industry Trends - The ongoing AI trade is driving demand for memory chips, which benefits Western Digital and its competitors, including Micron and SanDisk [3][5]