Industry Insights - Venezuela will continue supplying oil to the U.S. indefinitely, but U.S. companies are seeking guarantees on their investments [2] - The American Beverage Association criticized new dietary guidelines that dismiss no-sugar options, impacting companies reliant on processed foods and sugar-sweetened beverages [5] - Shares of Hormel, Conagra Brands, Kraft Heinz, and Mondelez traded defensively following the announcement of the new dietary guidelines [5] Company Developments - Warner Bros. has rejected Paramount's proposals again and is committed to a deal with Netflix [6] - Alphabet's market valuation has surpassed that of Apple, indicating a shift in investor sentiment [7] - Ford plans to introduce eyes-off driving technology starting with a $30,000 electric vehicle in 2028 [8] - Chevron is in discussions with the U.S. government for an expanded oil license in Venezuela [10] - Netflix's performance is overshadowed by its impact on IMAX, despite IMAX having a record box office year [11]

On Thursday, January 8, Nvidia (NASDAQ: NVDA) is seeing a modest uptick in pre-market trading, following reports that the company has introduced new upfront-payment and zero-cancellation policies for Chinese H200 customers. At the same time, one market expert is revising his Nvidia stock price target, hoping Beijing sales will improve in the near future. Namely, Stifel analyst Ruben Roy has reaffirmed his “Buy” rating on Nvidia, with a $250 price target justified by a “more optimistic tone on China.” Althou ...

Group 1 - Intel Corporation has shown an 84% gain, indicating a significant recovery under the leadership of CEO Lip-Bu Tan, following substantial investments from the Trump administration and NVIDIA totaling nearly $14 billion [1][2] - CEO Lip-Bu Tan is recognized for his successful turnaround of Cadence Design Systems, and his leadership at Intel is expected to lead to a positive transformation, although it may take time [2] - The company designs and manufactures processors, chips, memory, and related hardware, while also providing software and AI-enabled platforms, positioning itself in a competitive tech landscape [2] Group 2 - Despite the positive outlook for Intel, there are other AI stocks that may offer greater upside potential and less downside risk, suggesting a cautious approach for investors [3]

Sandisk Corporation (NASDAQ:SNDK) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer mentioned the company during the episode as he said: “When it comes to the top five performers, do you know that four of them all came from the same business? These are all data storage and memory companies. Well, they belong in the data center. In first place, there’s Sandisk, which was spun off by its old parent company in February and then went on to rally 371% after the spin was completed.” ...

Core Viewpoint - Nvidia stock experienced gains following reports that China plans to approve imports of certain H200 chips [1] Group 1 - Nvidia's stock performance is positively influenced by the potential approval of H200 chip imports by China [1]

Solution delivers secure boot, power management and system control for complex computingCHANDLER, Ariz., Jan. 08, 2026 (GLOBE NEWSWIRE) -- Microchip Technology (Nasdaq: MCHP) has announced the release of custom-designed firmware for its MEC1723 Embedded Controller (EC), specifically tailored to support NVIDIA DGX Spark personal AI supercomputers. The software is designed to optimize the MEC1723 EC’s capabilities for system management of AI workloads on the NVIDIA DGX platform. By focusing on firmware innova ...

CHANDLER, Ariz., Jan. 08, 2026 (GLOBE NEWSWIRE) -- Microchip Technology (Nasdaq: MCHP) has announced the release of custom-designed firmware for its MEC1723 Embedded Controller (EC), specifically tailored to support NVIDIA DGX Spark personal AI supercomputers. The software is designed to optimize the MEC1723 EC’s capabilities for system management of AI workloads on the NVIDIA DGX platform. By focusing on firmware innovation within its controllers, Microchip is helping to improve performance and security in ...

By Yantoultra Ngui and Kane Wu HONG KONG, Jan 8 (Reuters) - Chinese semiconductor designer Montage Technology plans a second listing in Hong Kong via a $800 million to $1 billion share offering ​as soon as this month, said two people with knowledge of the matter, adding to ‌the hectic pace of fundraising in the city. If the company meets the $1 billion target, the deal would be the largest ‌in Hong Kong since China's Zijin Gold International's $3.53 billion listing in September, LSEG data showed. The t ...

Group 1 - Earnings season is approaching with major companies like Taiwan Semiconductor, JP Morgan Chase, Wells Fargo, Bank of America, Goldman Sachs, and Delta Airlines set to report [1] - Earnings season can increase option premiums, but not all setups are advisable to pursue [1] Group 2 - It is essential to focus on a limited number of trades where risk and reward are favorable [2] - Implied volatility (IV) typically rises before earnings, but using IV Rank to filter stocks with high premiums is crucial [3] - A recommended IV Rank is above 50%, ideally 70% or higher, indicating that options are overpriced relative to the past year [3] Group 3 - Liquidity is vital for trading options, especially during earnings, as it allows for quick adjustments [5] - Tickers should be screened for tight bid/ask spreads (preferably under $0.20), open interest above 500 contracts on near-term strikes, and total call option volume over 5,000 contracts [8] Group 4 - There is no universal strategy for earnings trades; the choice depends on expected moves, volatility crush, and directional bias [9] - The best trades are structured outside the expected move range [10] Group 5 - For a neutral bias with high IV, consider strategies like iron condors or straddles to sell premium and benefit from post-earnings volatility collapse [11] - For a bullish bias with high IV, selling put spreads or naked puts just outside the expected move can be effective [11] - For a bearish bias with high IV, using call credit spreads or bearish calendars is advisable, while being cautious of crowded long setups that may lead to significant downward moves [11]

Founded in 1962, the Irvine, California-based Skyworks Solutions, Inc. (SWKS) develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States and internationally. The company has a market cap of $9.7 billion. Skyworks Solutions is expected to release its Q1 2026 earnings soon. Ahead of the event, analysts expect the company to generate a profit of $1.06 per share on a diluted basis, down 19.1% from $1.31 per share in the year-ago quarter. The company h ...