Market Overview - The Dow Jones Industrial Average surged 426 points, or 0.9%, indicating a renewed interest in large-cap stocks [1] - The S&P 500 and Nasdaq also saw gains of 0.7% and 0.9% respectively, driven by a rebound in semiconductor stocks and strong bank earnings [1] Semiconductor Sector - Taiwan Semiconductor Manufacturing Company (TSMC) reported fourth-quarter revenues of $33.1 billion, a 20.5% year-over-year increase, and announced a capital expenditure budget of $52 billion to $56 billion for 2026, a 37% increase from 2025 [3][4] - TSMC's aggressive capex plan signals strong confidence in sustained demand for AI chip-making capacity, benefiting the entire supply chain including equipment makers like ASML and Applied Materials [4] - TSMC shares rose over 6%, and the VanEck Semiconductor ETF climbed 3.34%, indicating a robust outlook for the AI chip market [5] Banking Sector - Goldman Sachs reported a 12% profit increase to $4.62 billion, with deal-making fees up 25% year-over-year, while Morgan Stanley's profit jumped 18% to $4.4 billion, driven by a 47% revenue surge in investment banking [6] - Both banks' stocks reached fresh 52-week highs, with Goldman advancing 4% and Morgan Stanley nearly 6% [7] Economic Indicators - Weekly jobless claims were reported at 198,000, better than the expected 215,000, indicating resilience in the labor market [7] - A significant drop in Brent crude oil prices, down more than 4% to around $63.69 per barrel, alleviated inflation pressures, which typically benefits cyclical and financial stocks [8]

For more, let's bring in Jeff Kilberg, KKM Financial founder and CEO, a CNBC contributor. It's almost like having this shopping list and thinking, "Oh, I can't afford that. I can't afford it." And waiting for it to go on sale. >> You're absolutely right, contestant.I wouldn't say the damage is done necessarily in some of these AI themed big tech names. I think just some profit taking has occurred. We've seen two consecutive weeks of profit taking.The jitters really were spurred by the uncertainty what the F ...

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Group 1 - The Dow Jones Industrial Average Index (DJI) has been a key indicator of U.S. capital markets for nearly 129 years, reflecting the market value of America's most valuable blue-chip companies [1] - The price-weighted nature of the DJI allows it to accurately track the combined market value of these companies, making it a reliable measure of market performance [1] Group 2 - The author has over 20 years of experience in the freight forwarding industry, providing insights into market behavior and investment psychology [1] - The author's investment approach is often contrarian, emphasizing thorough due diligence to provide timely and relevant information to the audience [1]