Group 1 - US stocks experienced a rise, with the Dow Jones Industrial Average increasing by approximately 1.2%, surpassing 49,000 for the first time, while the S&P 500 and Nasdaq Composite both rose by about 0.6% [1][2] - The US military action in Venezuela led to optimism in the oil sector, with Chevron's stock increasing by 5% and Halliburton's stock jumping over 8% due to potential benefits from rebuilding Venezuela's energy infrastructure [2] - TSMC shares surged after Goldman Sachs raised its price target, anticipating another year of solid growth, while Foxconn reported record fourth-quarter revenue driven by strong AI product demand [4] Group 2 - The AI sector is showing a strong start to the year, coinciding with the CES tech show in Las Vegas, highlighted by Nvidia CEO Jensen Huang's keynote address [5] - Investors are preparing for a return to normal economic data flow, with a crucial jobs report expected to show payroll growth of about 55,000 in December [5]

Company and Industry Insights - Nvidia and AMD are expected to generate significant attention at CES, with Nvidia's CEO Jensen Huang likely to discuss the company's AI strategy, focusing on datacenters, physical AI, and robotics, along with updates on the Cosmos foundation model and autonomous technology for 2026 [3][4] - AMD's CEO Lisa Su will deliver the opening keynote at CES, where she is anticipated to announce major updates to the Ryzen CPU line and showcase developments in AI PCs, gaming, datacenters, and automotive computing [5] - Versant Media Group is set to begin trading following its spinoff from Comcast, positioning itself as a hybrid cable-digital media company with a focus on expanding beyond traditional media [7][8] - The U.S. government plans to invest in Venezuela's oil infrastructure, which has the world's largest proven crude reserves of over 303 billion barrels, indicating potential opportunities for U.S. oil majors [9]

Company and Industry Insights - Nvidia and AMD are expected to generate significant attention at CES, with Nvidia's CEO Jensen Huang likely to discuss the company's AI strategy, focusing on datacenters, physical AI, and robotics, along with updates on the Cosmos foundation model platform and autonomous technology for 2026 [3][4] - AMD's CEO Lisa Su will deliver the opening keynote at CES, where she is anticipated to announce major updates to the Ryzen CPU line and showcase developments in AI PCs, gaming, datacenters, and automotive computing [5] - Versant Media Group is set to begin trading following its spinoff from Comcast, positioning itself as a hybrid cable-digital media company with a focus on expanding beyond traditional media [7][8] - The U.S. government plans to invest in Venezuela's oil infrastructure, which has the world's largest proven crude reserves of over 303 billion barrels, indicating potential opportunities for U.S. oil majors [9]