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Micron’s Quiet Pricing Power Is Reshaping The AI Boom (NASDAQ:MU)
Seeking Alpha· 2026-01-03 03:04
Micron Technology, Inc. ( MU ) stock has, in many ways, been an anomaly in the AI chip trade of late. To put things in perspective, Micron stock has gone parabolic over the past three months, surgingI’m an ACC-qualified finance professional with a Master’s in Audit & Accounting from Istanbul University and certificates in Data Analytics from Coursera. For over two years, I’ve worked as a Data Scientist and Financial Analyst at a leading property management firm in Istanbul, where I developed budgets, set ta ...
Why Baidu Is Soaring Today
The Motley Fool· 2026-01-03 01:56
Baidu may list shares of its internal AI chip unit, Kunlunxin.Shares of Chinese tech giant Baidu (BIDU +14.20%) were soaring on Friday, up 13.1% as of 12:00 p.m. EDT, with "China's Google" reaching its highest stock price since mid-2023.The catalyst for today's move was Baidu's confidential filing for an initial public offering of its in-house semiconductor chip design firm, Kunlunxin. The move is thought to unlock value for the tech conglomerate, which may be undervalued based on a sum-of-the-parts calcula ...
US market today: Wall Street opens 2026 on firm note; global stocks hit records on AI-led rally
The Times Of India· 2026-01-02 23:13
In early trade, the S&P 500 rose 0.4 per cent, extending gains after closing 2025 with a rise of more than 16 per cent. The Nasdaq composite climbed 1 per cent, driven by advances in big technology names, while the Dow Jones Industrial Average slipped 60 points, or 0.1 per cent.Buying interest remained strong in AI-linked stocks, with Nvidia and Google-parent Alphabet rising more than 2 per cent each, amid expectations that expanding use of artificial intelligence will boost demand for chips, data centres a ...
Benchmark Boosts Broadcom’s (AVGO) Price Target Amid AI Chip Growth
Yahoo Finance· 2026-01-02 22:10
Broadcom Inc. (NASDAQ:AVGO) ranks among the best AI stocks to buy according to analysts. Citing robust development in the AI semiconductor industry, Benchmark increased its price target for Broadcom Inc. (NASDAQ:AVGO) from $385 to $485 on December 12, retaining a Buy rating on the company’s shares. According to Broadcom Inc. (NASDAQ:AVGO), its AI semiconductor division achieved $6.5 billion in Q4, improving 76% year-over-year and 25% sequentially. The company reported $21 billion in orders from Anthropic ...
U.S. Stock Futures Surge to Kick Off 2026, AI Optimism and Tariff Delays Fuel Early Gains
Stock Market News· 2026-01-02 22:07
U.S. stock futures are showing significant upward momentum this Friday, January 2nd, 2026, signaling a strong start to the new trading year after a holiday-shortened week. Investors are returning with renewed optimism, particularly around artificial intelligence (AI) advancements and recent policy decisions, aiming to reverse a four-session losing streak that concluded 2025. All major U.S. index futures are trading higher in premarket activity, with technology-heavy Nasdaq 100 futures leading the charge.Pre ...
Baidu’s Kunlunxin files confidentially for Hong Kong IPO
Yahoo Finance· 2026-01-02 21:44
Baidu has outlined plans to spin off Kunlunxin, its artificial intelligence chip subsidiary, and seek a separate listing for the business on the Main Board of the Hong Kong Stock Exchange. According to the company, the proposed transaction is intended to allow Kunlunxin to “independently showcase” its business and valuation, draw interest from investors specialising in the AI semiconductor space, and use a standalone listing to “enhance its market profile, broaden financing channels, and better align mana ...
US Pre-Market Sees Broad Gains; IRWD, BIDU Surge on Key Announcements; Retailers Buoyed by Tariff Delay
Stock Market News· 2026-01-02 21:08
Key TakeawaysUS pre-market indices and "Magnificent Seven" tech stocks are showing strong gains, with the Nasdaq 100 futures up 1%. This positive sentiment extends across the broader market, with S&P 500 futures also rising by 0.6% and Dow Jones futures by 0.51%.Ironwood Pharmaceuticals (IRWD) surged 18% in pre-market trading following the release of stellar fiscal year 2026 revenue guidance. The company anticipates total revenue between $450 million and $475 million for FY26, alongside an adjusted EBITDA e ...
Nvidia, AMD and Broadcom Are Facing Off. How the 2026 AI Chips Battle Is Shaping Up.
Barrons· 2026-01-02 20:14
Nvidia, AMD and Broadcom are planning big things this year year. These are the biggest developments to watch in the AI chip sector in 2026. ...
European Shares Seen Mixed At Open
RTTNews· 2026-01-02 13:31
全球股市表现 - 2026年首个交易日 欧洲股市预计开盘涨跌互现[1] - 美国股指期货小幅走高 此前主要指数在2025年收官日连续第四个交易日下跌[1] - 2025年全年美股表现强劲 以科技股为主的纳斯达克综合指数飙升20.4% 标普500指数大涨16.4% 道琼斯指数上涨13.0% 主要受人工智能相关股票热潮推动[1] - 欧洲斯托克600指数在2025年飙升17% 创下自2021年以来最大年度涨幅 得益于该地区有韧性的经济增长和更高的财政支出前景[2] - 亚洲股市多数走高 2025年收官表现平淡 由于日本、中国和新西兰假日 区域交易量仍然清淡[3] 宏观经济与货币政策 - 投资者等待观察下一任美联储主席是否会选择更大幅度的降息[4] - 现任主席杰罗姆·鲍威尔的任期将于5月结束 总统唐纳德·特朗普已表示希望看到利率降至1%[4] - 市场预期美联储在2026年将再进行两次降息 投资者等待下周美国非农就业报告和失业数据等关键经济数据的发布 以获取更多利率前景线索[5] - 美元在2026年开局疲软 此前在2025年遭遇了八年来最剧烈的下跌[3] - 美联储12月政策会议纪要显示 政策制定者对2026年利率路径存在严重分歧[6] 大宗商品市场 - 黄金价格上涨近1.5% 此前在2025年录得自1979年石油危机以来最大涨幅[4] - 油价在2026年首个交易日走高 此前在2025年经历了自2020年以来最大的年度跌幅 即将召开的欧佩克+会议和地缘政治担忧成为焦点[5] 行业与公司动态 - 电动汽车巨头特斯拉将在今日晚些时候公布其第四季度交付数据 此前第三季度表现强劲[2] - 有报告称 英伟达向台积电增加了人工智能芯片订单[2] - 美国上周初请失业金人数在假日周下降 但仍维持在数月来的区间附近[6]
Baidu’s AI chip arm Kunlunxin files confidentially for Hong Kong listing
Yahoo Finance· 2026-01-02 07:53
Jan 2 (Reuters) - Chinese internet search giant Baidu (BIDU) said on Friday its AI chip unit Kunlunxin has confidentially filed a listing application with the Hong Kong stock exchange on January 1, paving the way for a spin-off and separate listing. Baidu's US shares rose 9% before the bell on Friday following the news. Reuters had earlier reported that Kunlunxin was planning for a Hong Kong initial public offering after completing a fundraising that valued it at 21 billion yuan ($3 billion). China ...