NVIDIA Corporation (US67066G1040)
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13.01.26 22:24:00 Etched raises $500M to enter AI chip market dominated by Nvidia: report
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** [AI microchip embedded in an intricate blue circuit board, advanced artificial intelligence, futuristic computing, and digital innovation. Big data transmission connection background 3d Rendering] KanawatTH Etched, a startup focused on developing custom ASICs for artificial intelligence workloads, has raised $500M in its latest funding round in an effort to enter an arena dominated by Nvidia's (NVDA [https://seekingalpha.com/symbol/NVDA]) GPUs, according to Bloomberg. The funding round was led by Stripes with participation by Peter Thiel, a co-founder of PayPal (PYPL [https://seekingalpha.com/symbol/PYPL]) and Palantir (PLTR [https://seekingalpha.com/symbol/PLTR]), along with Positive Sum and Ribbit Capital, and has propelled the San Jose-based company to a $5B valuation, the report [https://www.bloomberg.com/news/articles/2026-01-13/ai-chip-startup-etched-raises-500-million-to-take-on-nvidia] said. Etched held a Series A funding round, led by Primary Venture Partners and Positive Sum, in 2024 that raised $120M. Founded in 2022, its flagship product, Sohu, was produced by Taiwan Semiconductor Manufacturing (TSM [https://seekingalpha.com/symbol/TSM]) using its 4nm process. Because they are made to only run transformer AI models, unlike general-purpose GPUs, they are more efficient. It can handle AI models made by Google (GOOG [https://seekingalpha.com/symbol/GOOG])(GOOGL [https://seekingalpha.com/symbol/GOOGL]), Meta (META [https://seekingalpha.com/symbol/META]), Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]), OpenAI (OPENAI [https://seekingalpha.com/symbol/OPENAI]) and Anthropic (ANTHRO [https://seekingalpha.com/symbol/ANTHRO]). "Sohu is an order of magnitude faster and cheaper than even Nvidia's next generation of Blackwell GB200 GPUs when running text, image and video transformers," said Etched CEO Gavin Uberti in an interview last year with TechCrunch. [https://techcrunch.com/2024/06/25/etched-is-building-an-ai-chip-that-only-runs-transformer-models/] "One Sohu server replaces 160 H100 GPUs. … Sohu will be a more affordable, efficient and environmentally friendly option for business leaders that need specialized chips." Uberti co-founded Etched along with Robert Wachen and Chris Zhu. Other company executives include Brian Loiler, who worked for Nvidia for more than 20 years and helped develop its HGX and DGX systems. The team also features David Munday, formerly of Google DeepMind, and Ajat Hukkoo, who has engineering experience at Broadcom (AVGO [https://seekingalpha.com/symbol/AVGO]) and Intel (INTC [https://seekingalpha.com/symbol/INTC]). MORE ON NVIDIA * NVIDIA Corporation (NVDA) Presents at CES 2026 - Slideshow [https://seekingalpha.com/article/4859348-nvidia-corporation-nvda-presents-at-ces-2026-slideshow] * 44th Annual J.P. Morgan Healthcare Conference [https://seekingalpha.com/article/4859043-44th-annual-j-p-morgan-healthcare-conference] * NVIDIA Corporation (NVDA) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript [https://seekingalpha.com/article/4859007-nvidia-corporation-nvda-presents-at-44th-annual-j-p-morgan-healthcare-conference-transcript] * Semiconductor sales weaken in November, but NAND still a bright spot: MS [https://seekingalpha.com/news/4538884-semiconductor-sales-weaken-in-november-but-nand-still-a-bright-spot-ms] * Intel, AMD lead in daily gains as most semiconductor stocks show mixed action [https://seekingalpha.com/news/4538865-intel-amd-lead-in-daily-gains-as-most-semiconductor-stocks-show-mixed-action]
13.01.26 22:00:27 Three stocks retail traders have been buying
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Charles Schwab's Schwab Trading Activity Index gives investors insight into what retail traders are buying and selling. Charles Schwab head trading & derivatives strategist Joe Mazzola shares what the report reveals about three of the stocks traders were buying in December. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime. Video Transcript 00:00 Josh Let me ask you this. In terms of the popular buys, Joe, uh, Netflix, and I see Nvidia on there. I see Broadcom on there. Do you think they, I mean, is there a common theme or themes there? 00:15 Joe I would say specifically with Netflix and Broadcom, you can see some common themes. Netflix, you know, basically pulled back uh, 15 20% during the month. Now, 00:30 Joe they've been buying on the dip, but unfortunately, Netflix hasn't really rallied back. So that one's kind of been stuck in the mud a little bit. Uh, Nvidia had a little bit of a pullback in the month of December, not to not to the same extent and Broadcom actually, you know, rallied into an all-time high on on earnings, came out with what, you know, you could make a case was a pretty decent earnings report. I think maybe the um the forecast was a little bit below uh what um investors were hoping for, especially uh in terms of the uh the margins uh contracting. And stock sold off on that and that's where, you know, you saw buyers stepping in. I think maybe the difference this time is we're not seeing uh a lot of that that push through into kind of the mid month of January in terms of those stocks becoming the leaders again. You know, if anything, you're you're seeing that cyclical trade play out where there's a lot of other uh a lot of other stock symbols that are leading the way and Josh I'll go as far as to say this, if you if you look at the Mag 7 trade and that's one of the things that 01:40 Joe our clients told us uh on the attitudinal side of the survey was they said, look, we think that's a little bit long in the tooth. We think those stocks are a little bit overvalued. There's only two out of the seven Mag 7 stocks that outperformed the S&P in 2025. So, yes, we give it a lot of lip service, but uh it it's really a stock picker's market and there's other opportunities out there. View Comments
13.01.26 21:16:25 Why Siemens (XTRA:SIE) Is Up 5.9% After Expanding Its NVIDIA AI Digital Twin Alliance
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Earlier this month, Siemens expanded its AI partnership with NVIDIA, launched its Digital Twin Composer industrial metaverse platform, showcased new robotics integrations at CES 2026, and deepened client collaborations with companies like PepsiCo and Commonwealth Fusion Systems. The Digital Twin Composer launch, paired with Siemens' AI-driven factory blueprint with NVIDIA, signals a push to make photorealistic, physics-accurate digital replicas a core tool for designing and operating complex industrial and energy systems. We’ll now examine how Siemens’ push into AI-driven digital twins and industrial metaverse tools could reshape its existing investment narrative. Prediction Market powered by We've found 12 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Siemens Investment Narrative Recap To own Siemens today, you need to believe in its transition from a traditional industrial group to a software and industrial AI platform, while still monetizing its large hardware footprint. The expanded NVIDIA alliance and Digital Twin Composer launch directly reinforce the digital and AI catalyst, but do not fundamentally change the near term exposure to softer automation demand in Digital Industries or macro driven hesitation on large projects. Among recent announcements, the PepsiCo rollout of high fidelity digital twins is especially relevant because it shows Siemens’ industrial metaverse tools being applied at scale in real factories and warehouses. That kind of real world deployment ties the NVIDIA partnership, Digital Twin Composer and Siemens Xcelerator together into a clearer commercial story for its software defined automation catalyst. Yet behind the AI and metaverse headlines, investors should be aware that Siemens still faces concentrated exposure to weak automation demand and... Read the full narrative on Siemens (it's free!) Siemens' narrative projects €93.6 billion revenue and €10.5 billion earnings by 2028. Uncover how Siemens' forecasts yield a €257.96 fair value, in line with its current price. Exploring Other PerspectivesXTRA:SIE 1-Year Stock Price Chart Eleven fair value estimates from the Simply Wall St Community span roughly €208 to €300 per share, underlining how far opinions can differ. Set this against Siemens’ push into AI driven digital twins as a key catalyst, and you can weigh how that digital shift might influence the company’s ability to work through softer automation demand. Explore 11 other fair value estimates on Siemens - why the stock might be worth as much as 14% more than the current price! Story Continues Build Your Own Siemens Narrative Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd. A great starting point for your Siemens research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Our free Siemens research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Siemens' overall financial health at a glance. Contemplating Other Strategies? Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay: Uncover the next big thing with financially sound penny stocks that balance risk and reward. This technology could replace computers: discover 29 stocks that are working to make quantum computing a reality. Rare earth metals are the new gold rush. Find out which 38 stocks are leading the charge. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include SIE.DE. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments
13.01.26 20:00:00 AI, Defense & Quantum Drive 2026 Investment: NVDA and 2 More to Lead
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Since late 2025 till now, the global economic and strategic landscape has been drastically changing, backed by persistent geopolitical friction and trade tensions that are recalibrating world trade patterns and accelerating state-led technology agendas. A United Nations report projects global growth slowing to 2.7% in 2026, noting that increased U.S. tariffs and broader policy uncertainty have weighed on world trade, even as resilient activity in key markets has prevented complete disruption (Reuters). Prediction Market powered by Against this backdrop, policymakers are responding by forming new coalitions focused on securing critical technology supply chains, rather than traditional trade in goods alone. Most recently, Qatar and the UAE joined the U.S.-led Pax Silica initiative to strengthen cooperation in semiconductors and AI infrastructure. India is also expected to be invited as a full member in the coming months, reflecting broader efforts to secure global silicon supply chains. In this shifting environment, the 2026 investment thesis for growth-oriented equity investors is increasingly anchored where advanced technology intersects with national security priorities—specifically AI, quantum technologies, and defense and security. These are not short-term trends. Instead, they are being structurally reinforced by government policy, expanding public budgets, and intensifying strategic competition among major economies. Three stocks that we picked from these genres are NVIDIA NVDA, Lockheed Martin LMT and International Business Machines IBM. Let’s delve deeper. Trade to Technology Geopolitically, tariffs, export controls and technology restrictions, particularly around advanced semiconductors, AI accelerators and defense and security-related sensitive software, have reshaped global trade into parallel technology blocs rather than open markets. The Pax Silica initiative reflects this shift. Unlike traditional trade deals focused on goods, it targets the entire semiconductor and AI value chain, from fabrication and advanced packaging to compute infrastructure and skilled talent among aligned countries. Qatar and the UAE’s participation highlights the role of energy-rich nations in financing fabs and data centers, while India’s expected inclusion underscores its growing importance as a manufacturing hub and strategic technology partner. Against this backdrop, AI, quantum, as well as defense and security, stand out as the most compelling equity themes for 2026 because they sit at the intersection of commercial scale and government mandate. AI is increasingly embedded in defense systems, intelligence, logistics, and cybersecurity, ensuring demand beyond enterprise use. Quantum technologies, particularly sensing, secure communications and post-quantum cryptography, are being prioritized for their long-term strategic value. Defense and security act as the delivery channel, turning geopolitical risk into sustained, government-backed spending. Story Continues In AI infrastructure, apart from NVDA, AMD and Microsoft MSFT support sovereign compute and defense workloads. In defense, other stocks are Northrop Grumman, Palantir PLTR and RTX, which are expanding AI-enabled platforms and autonomous systems. In quantum, IonQ and Rigetti are also closely tied to government-funded research and security use cases. Stocks on our Radar NVIDIA: Through fiscal 2026 quarters, NVIDIA has reported strong Data Center revenue growth, including record $51.2 billion Data Center revenues in the third quarter of fiscal 2026, driven by high demand for its AI infrastructure platforms such as Blackwell. NVIDIA has also announced the upcoming Rubin platform, designed to accelerate large-context AI inference and reasoning workloads across cloud and enterprise deployments. With ongoing growth in sovereign AI cloud partnerships and broad adoption of its accelerated computing stack, NVIDIA is well-positioned at the nexus of AI infrastructure demand. NVDA currently carries a Zacks Rank #3 (Hold). In fiscal 2027 (ending January 2027), the stock is projected to report earnings growth of 55.2% on 43.2% revenue improvement.Zacks Investment Research Image Source: Zacks Investment Research Lockheed Martin: The company is positioned to benefit from accelerating defense spending and geopolitical demand for advanced air-and-missile defense systems. In 2025, the U.S. Army awarded the company a $9.8 billion multiyear contract for nearly 2,000 Patriot Advanced Capability-3 Missile Segment Enhancement (PAC-3 MSE) interceptors, the biggest in the history of its Missiles and Fire Control unit. Lockheed is also part of a new seven-year framework agreement to more than triple PAC-3 MSE production capacity, reflecting sustained global demand amid heightened air-defense needs. The company is integrating AI and machine learning into missile guidance and other systems, enhancing decision speed and precision, and aligning its portfolio with national security priorities and stable government-backed revenues. LMT currently carries a Zacks Rank #3. In 2026, the company is projected to report earnings growth of 33.9% on 4.2% revenue improvement.Zacks Investment Research Image Source: Zacks Investment Research IBM: It is positioned to gain from both enterprise AI transformation and the quantum computing race. Its strategic focus includes AI systems innovation and infrastructure trends for 2026, emphasizing integrated AI solutions that meet enterprise and sovereign requirements. On the quantum front, IBM is advancing new processors and ecosystem development aimed at achieving practical quantum advantage by late 2026, strengthening its role in future-proof computing platforms that governments and corporations are prioritizing. IBM currently carries a Zacks Rank #2 (Buy). In 2026, the company is projected to report earnings growth of 7.5% on 5% revenue improvement. You can see the complete list of today’s Zacks Rank #1 (Strong Buy) stocks here.Zacks Investment Research Image Source: Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Lockheed Martin Corporation (LMT) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report International Business Machines Corporation (IBM) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Palantir Technologies Inc. (PLTR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments
13.01.26 19:44:36 Semiconductor sales weaken in November, but NAND still a bright spot: MS
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** [AI microchip embedded in an intricate blue circuit board, advanced artificial intelligence, futuristic computing, and digital innovation. Big data transmission connection background 3d Rendering] KanawatTH Semiconductor sales softened a bit in November, though the memory market continued to shine, Morgan Stanley said, citing data from the industry's top trade group. According to the Semiconductor Industry Association, sales during November rose 7.1% month-over-month, below Morgan Stanley's estimate of 10.4% growth, but above the 10-year average of 2.5% growth. Three month growth accelerated to 29.8% year-over-year, compared to 27.2%, the investment firm said. One month growth soared 29.5% year-over-year, Morgan Stanley added. Breaking it down by region, Asia Pacific saw sales soar 71.9%, while China also saw a healthy gain of 28.9%. The Americas and Europe followed, as the regions saw 12.4% and 10.8% growth, respectively. Only Japan saw a decline, as the region saw a 5.6% contraction. “We expect m/m bumpiness to continue to some degree, though the broader recovery remains intact and numbers come up due to memory pricing,” Morgan Stanley analysts, led by Joseph Moore, wrote in a note to clients. “SIA data broadly underperformed seasonality, with NAND a bright spot relative to other markets.” Breaking it down by sector, discretes missed estimates, as the sector contracted 4.1% month-over-month, below Morgan Stanley's estimate of flat growth and below the 0.7% decline over the 10-year average. Units were above the 10-year average, at a decline of 0.5%, compared to a 1.8% decline, while the average selling price fell 4.6%, below the historical average of a 1.2% gain. The analog portion of the market was also weak in November, as sales fell 4.4%, below the 3% decline Morgan Stanley was expecting and the 10-year historical average of a 3.2% decline. Units were below the 10-year average (down2.4%, compared to a 2% decline), while the average selling price fell 2.1%, below the 10-year average of a 1.2% decline. Microcontrollers also missed estimates, down 7.3% month-over-month, compared to the analyst estimates of flat and the 0.6% decline over the 10-year historical average. Units fell 9.2%, compared to the 2.9% decline over the 10-year average, while the average selling price fell 2%, below the 10-year average of a 2.8% decline. Microprocessor units were in-line with estimates, at down 0.3%, compared to the analyst estimate of flat and the 10-year historical average of flat. Memory was mixed, as NAND outperformed seasonality, while dynamic random access memory moderated from what was seen as an “exceptional” October. NAND was above expectations and the 5-year average, at 47.3% month-over-month growth, compared to the analyst estimate of 40.8% and the 5-year historical average of 21.9% growth. Bits rose 37.8% month-over-month, while the average selling price growth was 6.9%, below the analyst estimate of 13.4% growth. “While data center SSD markets are meaningfully constrained, we have seen some demand pulled forward in consumer markets anticipating supply tightness to come as supply moves to enterprise,” the analysts explained. DRAM saw 18.9% month-over-month growth, below the 43.4% analyst estimate and 5-year historical average of 26.3% growth. Bits rose 18.2%, below the 36% analyst estimate, while the 0.6% uptick in the average selling price was below the 5.4% forecast. “The context here is severe supply constraints forcing a more linear pattern — and prices moved materially higher in December,” the analysts explained. Despite the slight dip in November sales, Morgan Stanley's analysts are still bullish on the semiconductor industry and said it favors certain parts and companies, including NXP Semiconductors (NXPI [https://seekingalpha.com/symbol/NXPI]) and Analog Devices (ADI [https://seekingalpha.com/symbol/ADI]). “While we remain mindful that short-term data are likely to remain uneven, we have become incrementally more constructive as supporting data points accumulate, favoring companies with a combination of structural positioning and improving cyclical exposure, including NXPI and ADI,” the analysts wrote. As for the AI trade, “direct beneficiaries” such as Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]), Broadcom (AVGO [https://seekingalpha.com/symbol/AVGO]), Astera Labs (ALAB [https://seekingalpha.com/symbol/ALAB]), Micron (MU [https://seekingalpha.com/symbol/MU]), Sandisk (SNDK [https://seekingalpha.com/symbol/SNDK]), Applied Materials (AMAT [https://seekingalpha.com/symbol/AMAT]) and MKS Inc. (MKSI [https://seekingalpha.com/symbol/MKSI]) should continue to see “robust demand.” “With respect to AI, we continue to hold the view — unchanged from October — that strength in AI and improvements in the real economy are not mutually exclusive. AI demand is increasingly proliferating into analog, most notably through power applications, though we continue to see the more material step-up tied to 800V architecture deployment which is further out,” the analysts explained. “In the meantime, direct AI beneficiaries (NVDA, AVGO, ALAB, MU, SNDK, and SPE players AMAT and MKS) remain supported by robust demand dynamics that show little sign of slowing — even 'skyrocketing' per Nvidia at CES last week — reinforcing our view that exposure across both AI-linked and broad-based semiconductor recovery themes remains warranted.” MORE ON SEMICONDUCTORS * 44th Annual J.P. Morgan Healthcare Conference [https://seekingalpha.com/article/4859043-44th-annual-j-p-morgan-healthcare-conference] * NVIDIA Corporation (NVDA) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript [https://seekingalpha.com/article/4859007-nvidia-corporation-nvda-presents-at-44th-annual-j-p-morgan-healthcare-conference-transcript] * NVIDIA Corporation (NVDA) Discusses Rubin and Blackwell Performance Advancements and TPU Comparisons Transcript [https://seekingalpha.com/article/4858585-nvidia-corporation-nvda-discusses-rubin-and-blackwell-performance-advancements-and-tpu] * Intel, AMD lead in daily gains as most semiconductor stocks show mixed action [https://seekingalpha.com/news/4538865-intel-amd-lead-in-daily-gains-as-most-semiconductor-stocks-show-mixed-action] * China approves tech companies buying Nvidia H200 GPUs in some cases: report [https://seekingalpha.com/news/4538859-china-approves-tech-companies-buying-nvidia-h200-gpus-in-some-cases-report]
13.01.26 18:48:10 Nasdaq fällt, Mag 7 kämpft.
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** **Zusammenfassung:** Das Nasdaq Composite und der S&P 500 erlebten am Dienstag nach einer kurzzeitigen positiven Erholung Rückgänge. Der Nasdaq fiel um 0,2 %, der S&P 500 um 0,3 %, und der Dow Jones Industrial Average brach um 337 Punkte (0,7 %) ein. Die Salesforce-Aktie war ein wesentlicher Faktor für den Rückgang, da sie um 6 % fiel. --- Would you like me to: * Expand on any specific part of the summary? * Provide alternative translations?
13.01.26 18:34:41 Stock Indexes Slip as the Magnificent Seven Technology Stocks Retreat
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** The S&P 500 Index ($SPX) (SPY) is down -0.21%, the Dow Jones Industrials Index ($DOWI) (DIA) is down -0.55%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.26%.  March E-mini S&P futures (ESH26) are down -0.22%, and March E-mini Nasdaq futures (NQH26) are down -0.25%. Stock indexes gave up early gains and turned lower today on weakness in the Magnificent Seven technology stocks.  Also, credit card companies are falling for a second day today to weigh on the overall market after President Trump said credit-card lenders would be “in violation of the law” if they don’t cap interest rates at 10% for one year. Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily. Stocks moved higher briefly today as inflation concerns eased after US December core consumer prices rose less than expected.  Also, energy-producing stocks are climbing today, with WTI crude oil up more than +3% at a 2.25-month high.  Geopolitical risks are pushing crude oil higher as the US ratcheted up pressure on Iran after President Trump announced a 25% tariff on goods from countries “doing business” with Iran.  In addition, drone attacks on oil tankers near the Caspian Pipeline Consortium terminal on Russia’s Black Sea Coast have reduced crude loadings at the terminal by almost half to around 900,000 bpd. Stocks have some negative carryover from Monday on concerns about Fed independence, after Fed Chair Powell said the Justice Department was threatening a criminal indictment tied to his June testimony on Fed headquarters renovations, in retaliation for the Fed's refusal to go along with President Trump’s calls for lower interest rates. US Dec CPI was unchanged from Nov at +2.7% y/y, right on expectations.  Dec core CPI was also unchanged from Nov at +2.6% y/y, a smaller increase than expectations of +2.7% y/y. US Oct new home sales fell 0.1% m/m to 737,000, beating expectations of 715,000. St. Louis Fed President Alberto Musalem said the US economy is pretty robust, and he expects above-potential growth, and that it is unnecessary and unadvisable for the Fed to take an accommodative stance. The market’s focus this week will be on economic news and any fresh news on the Federal Reserve.  On Wednesday, Nov PPI final demand is expected to increase +2.7% y/y, and Nov core PPI is also expected to climb by +2.7% y/y.  Also, Nov retail sales are expected to have increased +0.5% m/m and +0.4% m/m ex-autos.  In addition, Dec existing home sales are expected to climb +2.2% m/m to 4.22 million. Finally, the Supreme Court on Wednesday may rule on the legality of President Trump’s tariffs.  On Thursday, weekly initial unemployment claims are expected to increase by +7,000 to 215,000.  Also, the Jan Empire manufacturing survey of general business conditions is expected to climb by +4.9 to 1.0.  On Friday, Dec manufacturing production is expected to fall -0.1% m/m.  Also, the Jan NAHB housing market index is expected to increase by +1 to 40. Q4 earnings season is set to begin this week as bank earnings start to roll in.  According to Bloomberg Intelligence, S&P earnings growth is expected to climb by +8.4% in Q4.  Excluding the Magnificent Seven megacap technology stocks, Q4 earnings are expected to increase by +4.6%. The markets are discounting the odds at 3% for a -25 bp rate cut at the FOMC’s next meeting on January 27-28. Overseas stock markets are mixed today.  The Euro Stoxx 50 fell from a new record high and is down -0.01%.  China’s Shanghai Composite fell from a 10.5-year high and closed down -0.64%.  Japan’s Nikkei Stock 225 rallied to a new all-time high and closed up sharply by +3.10%. Interest Rates March 10-year T-notes (ZNH6) today are up by +2 ticks.  The 10-year T-note yield is down -0.2 bp to 4.173%.  Mar T-notes recovered from overnight losses and are slightly higher today after the US Dec core CPI rose less than expected, easing inflation concerns. T-notes initially moved lower today on carryover pressure from Monday on concerns over Fed independence, when Fed Chair Powell said the Justice Department was threatening a criminal indictment tied to his June testimony on Fed headquarters renovations in retaliation for the Fed not going along with President Trump’s calls for lower interest rates.  Also, supply pressures are pressuring T-note prices ahead of today’s Treasury auction of $22 billion in 30-year T-bonds. European government bond yields are moving higher today.  The 10-year German bund yield is up +0.9 bp to 2.850%.  The 10-year UK gilt yield is up by +2.6 bp to 4.399%. Swaps are discounting a 1% chance of a +25 bp rate hike by the ECB at its next policy meeting on February 5. US Stock Movers The Magnificent Seven technology stocks are falling today, weighing on the overall market.  Microsoft (MSFT) and Meta Platforms (META) are down more than -2%.  Also, Amazon.com (AMZN) is down by more than -1%, Nvidia (NVDA) is down -0.43%, Apple (AAPL) is down -0.27%, and Tesla (TSLA) is down -0.14%.  Alphabet (GOOGL) is bucking the trend and is up +0.87% after Google entered into a multiyear deal with Apple to power Apple’s AI technology. Mining stocks are climbing today as the price of silver rallied to a new all-time high.  Hecla Mining (HL), Barrick Mining (B), and Newmont Mining (NEM) are up more than +1%.  Also, Coeur Mining (CDE) is up +0.93%, and Freeport-McMoRan (FCX) is up +0.09%. Credit card companies are falling for a second day today after President Trump said credit-card lenders would be “in violation of the law” if they don’t cap interest rates at 10% for one year.  Mastercard (MA) is down more than -5%, and Visa (V) is down more than -5% to lead losers in the Dow Jones Industrials. Also, JPMorgan Chase (JPM) is down more than -2%. Travere Therapeutics (TVTX) is down more than -32% after the company said it received an FDA request to clarify the clinical benefit of its therapy for a rare kidney disease, a move analysts said could delay the agency's approval. Super Micro Computer (SMCI) is down more than -5% to lead losers in the S&P 500 after Goldman Sachs assumed coverage on the stock with a recommendation of sell and a price target of $26. CRH Plc (CRH) is down more than -3% after Wells Fargo Securities downgraded the stock to equal weight from overweight. Chipotle Mexican Grill (CMG) is down more than -3% after announcing that Chris Brandt has stepped down as chief brand officer. Adobe (ADBE) is down more than -3% after Oppenheimer downgraded the stock to market perform from outperform. Synopsys (SNPS) is down more than -2% after Piper Sandler downgraded the stock to neutral from overweight with a price target of $520. Delta Air Lines (DAL) is down more than -1% after it forecast full-year adjusted EPS of $6.50 to $7.50, the midpoint below the consensus of $7.20. Option Care Health (OPCH) is up more than +8% after TD Cowen said the company’s forecast for 2026 EBITDA growth of +2% to +7% are better than we expected. Intel (INTC) is up more than +6% to lead gainers in the Nasdaq 100 after KeyBanc Capital Markets upgraded the stock to overweight from sector weight with a price target of $60. Advanced Micro Devices (AMD) is up more than +5% after KeyBanc Capital Markets upgraded the stock to overweight from sector weight with a price target of $270. Revvity (RVTY) is up more than +5% after reporting preliminary Q4 revenue of $772 million, stronger than the consensus of $756.9 million. Cardinal Health (CAH) is up more than +4% after raising its full-year adjusted EPS forecast to at least $10.00 from a previous forecast of $9.65-$9.85, stronger than the consensus of $9.83. Albemarle Corp (ALB) is up more than +3% after Deutsche Bank upgraded the stock to buy from hold with a price target of $185. Huntington Ingalls Industries (HII) is up more than +3% after Bernstein raised its price target on the stock to $412 from $362. L3Haris Technologies (LHX) is up more than +2% as the US Department of Defense is set to invest in the company’s Missile Solutions business via a $1 billion convertible preferred security. Earnings Reports(1/13/2026) Bank of New York Mellon Corp (BK), Concentrix Corp (CNXC), Delta Air Lines Inc (DAL), JPMorgan Chase & Co (JPM). On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. More news from Barchart S&P Futures Muted as Investors Weigh JPMorgan Earnings, U.S. Inflation Data in FocusStocks Set to Open Lower Amid Fed Fears, U.S. Inflation Data and Big Bank Earnings AwaitedEarnings Kickoff, CPI and Other Can't Miss Items this Week1 Under-$10 Stock Set to Surge as Much as 963% in 2026

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13.01.26 18:20:00 MCHP Rises 29% in a Year: How Should You Approach the Stock in 2026?
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** Microchip Technology MCHP shares have gained 29% in a year, underperforming the Zacks Computer & Technology sector’s return of 30.6%. The company is suffering from a challenging macroeconomic condition and a high inventory level. Microchip’s channel inventory decreased to 199 days at the end of the second quarter of fiscal 2026, and underutilization stood at $51 million. MCHP expects inventory at the end of the September quarter between 195 days and 200 days. Prediction Market powered by Can Expanding Portfolio Boost MCHP’s Prospects? The company’s expanding portfolio is expected to boost its prospects. Recently, MCHP announced the release of its JANPTX family of non-hermetic plastic Transient Voltage Suppressor devices that meet the MIL-PRF-19500 qualification, offering high-reliability protection for aerospace and defense applications. The company also launched a custom-designed software for its MEC1723 Embedded Controller, specifically designed to provide support for NVIDIA DGX Spark personal AI supercomputers. MEC1723 EC’s capabilities are optimized with the help of this software, which provides for system management of AI workloads on the NVIDIA DGX platform. Apart from managing power sequencing, alerts and system-level energy regulation, the MEC 1723 Embedded Controllers also handle critical firmware operations. The software is designed to support the next generation of notebook and desktop applications across industrial, data center and consumer markets. AI Investment, Restructuring Plan to Boost MCHP’s Prospects Microchip benefits from growing AI investments. The company’s Gen 4 and Gen 5 data center products are witnessing strong sales growth. Its new products are expected to gain traction with the launch of the industry's first 3-nanometer-based PCIe Gen 6 switch that powers modern AI infrastructure. These switches offer double bandwidth, lower latency, advanced security and high-density AI connectivity for next-generation cloud and data center performance. The success of the restructuring plan also bodes well for MCHP’s prospects. The company announced the closure of Fab 2 manufacturing operations in May 2025 and began transferring the process technologies from Fab 2 to Fab 4 in Gresham, OR and Fab 5 in Colorado Springs, CO. It has paused capital expenditure plans for Fab 4 and Fab 5. Microchip is also right-sizing Fab 4 and Fab 5 through a layoff that will save $25 million annually. MCHP’s Earnings Estimate Revision Shows Positive Trend Microchip expects net sales of $1.185 billion for the third quarter of fiscal 2026. The expected net sales figure is well above MCHP’s original guidance of $1.109-$1.149 million provided on Nov. 6, 2025. The company revised its net sales guidance on Dec. 2, 2025, when it expected results to come in at the higher end of its original guidance. MCHP is set to report third-quarter fiscal 2026 results on Feb. 5. The revised net sales guidance reflects a broad-based recovery in most of Microchip’s end markets, driven by improving inventory conditions at distributors as well as direct customers. The company saw strong bookings in December and expects further improvement in the March quarter. The Zacks Consensus Estimate for third-quarter fiscal 2026 net sales is pegged at $1.18 billion, indicating year-over-year increase of 15.5%. The consensus mark for the fiscal third-quarter earnings is pegged at 40 cents per share, up by 2 cents over the past 30 days, indicating year-over-year jump of 100%. Story Continues Microchip Technology Incorporated Price and Consensus Microchip Technology Incorporated price-consensus-chart | Microchip Technology Incorporated Quote Zacks Rank & Stocks to Consider Microchip currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks in the broader sector are Micron Technology MU, Ciena CIEN and NVIDIA NVDA, currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. Long-term earnings growth rates for Micron Technology, Ciena and NVIDIA are currently pegged at 52.06%, 41.75% and 46.31%, respectively. Shares of Micron Technology, Ciena and NVIDIA have soared 264%, 184.6% and 38.7%, respectively, in a year. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Ciena Corporation (CIEN) : Free Stock Analysis Report Micron Technology, Inc. (MU) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Microchip Technology Incorporated (MCHP) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments
13.01.26 18:10:21 Der beste Dow Jones Titel des letzten Jahres ist jetzt ein Kaufbereich, getrieben vom KI-Boom.
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** **Zusammenfassung:** Diese Aktie hat in den letzten 52 Wochen einen bemerkenswerten Anstieg von 77% verzeichnet. Diese Performance hat sie zu der besten Wertentwicklung im Dow Jones Industrial Average in diesem Zeitraum gemacht. **Alternatively, a slightly more flowing translation:** **Übersetzung:** Die Aktie ist in den letzten 52 Wochen um 77% gestiegen, was sie zur besten Wertentwicklung im Dow Jones Industrial Average in diesem Zeitraum macht. --- **Notes on the Translation:** * I aimed for accuracy and a natural-sounding German translation. * "Zusammenfassung" means "Summary" * "Aktie" means "stock" * "Wertentwicklung" means "performance" or "value development" * "im Dow Jones Industrial Average" - within the Dow Jones Industrial Average. Would you like me to adjust the translation based on a specific nuance or target audience?
13.01.26 17:28:23 Die Nasdaq profitiert von einigen großen Tech-Unternehmen.
**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!** **Kurzfassung:** Am Dienstagnachmittag erholte sich der Aktienmarkt. Während der Dow Jones Industrial Average aufgrund von Schwäche bei Unternehmen wie Salesforce, Visa und JPMorgan Chase um 0,6% fiel, stieg der Nasdaq Composite dank starker Gewinne von Alphabet und Nvidia zurück. --- Do you want me to: * Adjust the level of formality in the German translation? * Translate a specific sentence more precisely?