Group 1 - The U.S. stock market opened lower but turned positive, with all three major indices rising; the Nasdaq increased by 0.75% [1] - Notable tech stocks saw significant gains, with AMD rising over 5%, Intel up more than 4%, and Oracle and Amazon both increasing by over 2%; Google's stock reached a new high with a market capitalization of $4.1 trillion [1] - The ISM manufacturing index unexpectedly expanded in January, rising from 47.9 to 52.6, indicating the fastest growth since 2022, driven by strong new orders and production [1] Group 2 - Morgan Stanley's chief economist, Seth Carpenter, stated that despite the upcoming end of Powell's term and the nomination of Waller as his successor, there will be no substantial changes to the Federal Reserve's policy response function [1] - Carpenter maintained the expectation of two interest rate cuts in the second half of the year, contingent on the decline of tariff-driven inflation and a clear downward trend in inflation [1]

Group 1 - The U.S. stock market opened lower but turned positive, with all three major indices rising, particularly the Nasdaq which increased by 0.75% [1] - Notable tech stocks saw significant gains, with AMD rising over 5%, Intel up more than 4%, and Oracle and Amazon both increasing by over 2% [1] - Google's stock reached a new high, rising by 1.6%, bringing its total market capitalization to $4.1 trillion [1] Group 2 - U.S. manufacturing activity unexpectedly expanded in January, achieving the fastest growth rate since 2022, driven by strong increases in new orders and production [1] - The ISM manufacturing index rose from 47.9 to 52.6, indicating a stabilization above the threshold that separates expansion from contraction, suggesting a recovery in the manufacturing sector after nearly a year of decline [1] - Morgan Stanley's chief economist stated that despite changes in Fed leadership, the policy response function of the Federal Reserve is unlikely to change significantly, with expectations of two rate cuts in the second half of the year, contingent on a decline in inflation driven by tariffs [1]