Core Insights - The CES 2026 showcased AI as the central theme, emphasizing human-centric applications and the integration of AI into various sectors [1][3][6] - The competition in the chip industry was highlighted, with major players like NVIDIA, AMD, Intel, and Qualcomm presenting their advancements in AI infrastructure [3][9] - The exhibition marked a shift from hardware-centric displays to a focus on ecosystem definition and strategic collaboration among companies [4][16] AI and Robotics - CES 2026 introduced a dedicated area for AI and quantum innovation, showcasing practical applications of embodied intelligence and advancements in autonomous driving [3][4] - The event demonstrated a transition from conceptual robot designs to practical solutions addressing real-world challenges in home services and industrial logistics [3][11] - Chinese companies showcased significant advancements in robotics, with a focus on self-developed core components and solutions for logistics and manufacturing [11][13] Chinese Companies' Participation - The number of Chinese exhibitors in the core professional pavilion decreased to 207 from 1,475 in 2025, indicating a structural adjustment in participation [4][5] - The remaining Chinese companies at CES were required to demonstrate AI-related functionalities, reflecting a shift towards more innovative and integrated product offerings [5][6] - Major Chinese firms like Lenovo showcased their global influence by hosting large-scale events, indicating a strategic focus on ecosystem development [6][16] Competitive Landscape - The competition is evolving from hardware specifications to a comprehensive narrative that includes both foundational technology and application capabilities [7][16] - The contrasting approaches of Chinese and American tech companies in building AI ecosystems highlight differences in strategic thinking and resource allocation [8][15] - Chinese automotive companies emphasize full-stack self-research and vertical integration, while Western firms focus on open software ecosystems and long-term evolution [15][16] Future Implications - The CES 2026 signals a shift in global tech competition towards defining future technology ecosystems and industry standards [16][17] - Companies that can navigate the complexities of AI and contribute to ecosystem building are likely to remain at the forefront of technological advancement [17]

Group 1 - Hyundai Motor has begun mass production of an AI chip called Edge Brain, enabling robots to operate autonomously without external network connections. The chip consumes less than 5 watts and will be applied in various projects, including AI safety solutions and next-generation mobile robots [2] - OpenAI is acquiring the core team of the executive coaching AI tool Convogo, which automates leadership assessment and feedback reports. This transaction is an all-stock deal, and Convogo's existing products will cease operations [2] - Microsoft has introduced a new shopping feature in Copilot, allowing users to make purchases directly through conversations with the AI chatbot, streamlining the shopping experience [2] Group 2 - MiniMax's associated company has applied for a patent related to a method and device for controlling deep thinking in AI models, aimed at improving processing efficiency and user experience by preventing excessive or circular deep thinking [3]

Core Insights - The article emphasizes the importance of looking beyond U.S. large caps for investment opportunities, particularly in undervalued international stocks [1][3][9] - The Benzinga Value Ranking is introduced as a systematic, numbers-driven tool to identify the cheapest stocks globally based on multiple valuation metrics [2][5] Investment Strategy - Investors are encouraged to focus on the top decile of the Benzinga Value Ranking, specifically targeting non-U.S. stocks to access the cheapest part of the global market [7][9] - The current market environment is characterized by extreme valuation dispersion outside the U.S., with many profitable companies trading at low earnings multiples [4][6] Company Highlights - **POSCO Holdings (NYSE:PKX)**: A leading steel producer in South Korea, trading at discounted multiples despite controlling high-quality assets [11] - **Sasol Ltd. (NYSE:SSL)**: An integrated energy and chemicals company in South Africa, generating substantial cash flow but heavily discounted due to past operational issues [12] - **Korea Electric Power Corp. (NYSE:KEP)**: The backbone of South Korea's power system, facing extreme low valuation multiples due to government pricing controls [13] - **LuxExperience (NYSE:LUXE)**: A niche luxury travel company in the Netherlands, undervalued due to lack of investor attention rather than demand collapse [14] - **Gerdau (NYSE:GGB)**: Brazil's largest long steel producer, trading at low multiples despite consistent cash flow generation [15] - **Honda Motor (NYSE:HMC)**: A global manufacturing leader in Japan, undervalued due to lack of hype around its steady profits and cash flow [16] - **SK Telecom (NYSE:SKM)**: South Korea's largest wireless carrier, undervalued due to low growth expectations despite reliable cash generation [18] - **Jiayin Group (NASDAQ:JFIN)**: A Chinese fintech company facing regulatory uncertainty, leading to extreme valuation discounts [19] - **FinVolution Group (NYSE:FINV)**: Another Chinese fintech platform, similarly undervalued due to regulatory challenges and investor distrust [20] - **KT Corp. (NYSE:KT)**: A leading telecommunications provider in South Korea, generating stable cash flow but facing compressed valuation multiples [21]

Market Overview - U.S. stocks are rising, with the S&P 500 up 0.5%, the Dow Jones Industrial Average adding 237 points (0.5%), and the Nasdaq composite increasing by 0.7% [1] - The gains follow a mixed U.S. job market report, which may delay interest rate cuts by the Federal Reserve but does not eliminate the possibility [1][2] Job Market Insights - The U.S. Labor Department reported that employers hired fewer workers in December than expected, although the unemployment rate improved [2] - The job market is characterized as being in a "low-hire, low-fire" state [2] Company Performances - Vistra, a power company, surged 11.9% after signing a 20-year electricity supply deal with Meta Platforms [3] - Oklo's stock jumped 12.3% after announcing a deal with Meta Platforms to secure nuclear fuel for its project in Ohio [3] - Homebuilders and housing market companies saw gains following President Trump's announcement to lower mortgage rates, with Builders FirstSource rising 8.5%, Lennar up 5.1%, PulteGroup increasing by 4.9%, and D.R. Horton climbing 4.8% [4][5] Automotive Sector - General Motors experienced a 3.3% drop after announcing a $6 billion hit to its results for Q4 2025 due to its pullback from electric vehicles [6] - The company also reported $1.6 billion in charges from the previous quarter, attributing the decline in EV demand to fewer tax incentives and relaxed fuel-emission regulations [6] Consumer Sentiment - A report indicated strengthening consumer sentiment, particularly among lower-income households, with inflation expectations at their lowest in a year [12] International Markets - Stock markets abroad saw gains, with the French CAC 40 rising 1.3% and Japan's Nikkei 225 jumping 1.6% [13] - Fast Retailing, the company behind Uniqlo, saw a 10.7% increase in stock price after a 34% year-on-year surge in quarterly operating profit [13]

Millions of Americans are shaving down their grocery budgets and putting off buying a home as wages fail to meet rising costs of living. Meanwhile, the nation’s top CEOs are enjoying eye-watering compensation packages—and some earn more than the average U.S. worker in less than a day. The leader of America’s largest private employer, Walmart’s Doug McMillon, can even snatch up a home in less than one workweek. McMillon, who has been leading the $905 billion grocery chain giant since 2011, enjoys around $ ...

France's equity benchmark CAC 40 has moved higher in cautious trading on Friday as investors await the crucial U.S. non-farm payroll data that could provide some clued about the Federal Reserve's interest rate decision at its upcoming monetary policy meeting.Investors are also following the developments on the geopolitical front.The CAC 40 was up 63.18 points or 0.77% at 8,306.65 a few minutes past noon,L'Oreal, the top gainer in the benchmark index, moved up 4.7%. BNP Paribas surged 3.3%, and Hermes Inter ...

Despite the gloom, technical indicators suggest the market may be approaching an important inflection point. Speaking on ET Now, “So overall, if you see, the market has corrected, yes, but at this point in time we are close to a very strong support zone placed around 25,700–25,720. That is the support zone for now, which also coincides with the 89 AMA on the daily chart,” Seth said.She pointed out that options data shows call writers have been particularly active, making the latter half of the session crit ...

Key TakeawaysFormer President Trump announced a White House meeting with the top 14 oil companies tomorrow, following his statements about potentially taking "trillions of dollars worth of oil," particularly from Venezuela after the recent ouster of Nicolás Maduro.China's inflation has accelerated at its fastest pace in nearly three years, primarily driven by higher food costs, while the nation's car exports are set to jump as domestic sales cool.Johnson & Johnson (JNJ) has reached a deal with the U.S. gove ...

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Core Viewpoint - Ferrari N.V. is set to release its financial results for the full year and fourth quarter of 2025 on February 10, 2026, indicating a scheduled communication of its financial performance to stakeholders [1]. Group 1 - The financial results announcement will include a live audio webcast and conference call starting at 2:00 p.m. GMT / 3:00 p.m. CET / 9:00 a.m. EST on the specified date [1]. - Access to the presentation will be available in the Investors section of Ferrari's corporate website, with prior registration required for the conference call [2]. - A replay of the conference call will be archived on Ferrari's corporate website for two weeks following the live session, allowing stakeholders to review the information at a later time [2].