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SK Hynix Strengthens Cooperation with Nvidia for AI SSD Development

NVIDIA Makes Significant Progress in AI Field

Google Launches Email-based Productivity Assistant CC

NVIDIA Launches CUDA MPS to Enhance GPU Memory Performance

Microsoft's AI head makes rare comments on rivals, calling Altman brave, Hassabis versatile, and Musk like a superman

Bloom Energy Stock Performance Underwhelming, Analysts Bearish

Microsoft hosts a Virtual Training Day on predicting and defending against cybersecurity threats.

US Freezes $42B Trade Pact with UK Over Digital Tax Row

Microsoft and Iberdrola Partner to Expand AI and Energy Projects

Seeking Alpha Analysis: Nvidia Shatters Growth Fatigue Narrative with Record Quarter and Strong Demand

Bank of America survey shows fund managers are increasing tech allocation but see 'Magnificent Seven' as a crowded trade

BMO Raises Google's Target Price to $343

Texas Permanent School Fund Reduces Holdings in Applied Materials in Q2

MASTERINVEST Invests $57 Million in Nvidia

Dell'Oro Group: Ethernet Data Center Switch Market Sets Records in Q3 2025

Amazon and Microsoft are helping India realize its $52 billion AI vision.

Iberdrola SA strengthens collaboration with Microsoft, signs long-term power purchase agreements

Centaurus Financial Inc. Reduced Holdings in Alphabet Inc.

Elizabeth Warren Criticizes Trump Administration Favoring Nvidia

Analysts Note NVIDIA is Building its 'AI Ecosystem Wall' Through Nearly 90 Investments

Vision Marine Tech

AMC Robotics

SRX Health Solutions

B Riley Financial

Cementos Pacasmayo Saa 

Everbright Digital

Emerald

Adagio Medical

ChowChow Cloud

AdvisorShares MSOS 2x Daily ETF

GOOG

GOOGL

AI data centers face political pressure over rising energy costs impacting household utility bills. Democratic senators urge tech giants like Google and Amazon to address the financial burden on citizens due to AI infrastructure expansion. This local political challenge contrasts with past antitrust battles, demanding swift action from tech companies to mitigate community opposition and manage infrastructure costs.

- The surge in artificial intelligence infrastructure demand is being challenged by rising energy consumption from data centers, affecting household utility costs and triggering political scrutiny.  
- Key Democratic senators are emphasizing that the expansion of AI data centers requires costly grid upgrades, disproportionately impacting ordinary citizens, and linking these costs to inflation concerns.  
- As local politics increasingly intervene in tech development, companies must adapt their strategies, engage with community concerns, and potentially absorb costs previously externalized to sustain their growth.

StartupHub

Alphabet - C

Alphabet

Amazon

AI Data Centers Face Rising Political Heat Over Energy Costs

NVDA

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NVDY

NVDD

NVDX

NVDQ

SOXL

JPMorgan Says to Sell NVDA March $160 Puts. Should You Actually?

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NVIDIA

JPMorgan Chase

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JPMorgan Says to Sell NVDA March $160 Puts. Should You Actually?

SK Hynix is enhancing its partnership with Nvidia to develop next-gen SSDs for AI workloads, addressing the limits of current memory technologies. The collaboration aims to boost SSD performance, advance HBF technology, and develop large-capacity storage. SK Hynix also supplies HBM4 to Nvidia, strengthening ties. Nvidia shares rose 0.71% to $177.55.

- SK Hynix is enhancing its collaboration with Nvidia Corp. to develop next-generation SSDs aimed at supporting AI workloads and overcoming existing memory technology limitations.  
- This partnership also includes collaboration with SanDisk on high-bandwidth flash standards, focusing on improving speed, capacity, and energy efficiency for AI applications.  
- Alongside these efforts, SK Hynix has begun supplying its HBM4 memory to Nvidia, which is set to play a significant role in Nvidia's upcoming Rubin GPU.

benzinga_article

Nvidia Partnership Fuels SK Hynix's Next Big AI Storage Bet

MSFT

Microsoft is releasing a free update for its 2024 Xbox Wireless Headset, introducing Bluetooth Low Energy (LE) Audio. This update offers new features such as improved battery life, lower latency, and enhanced voice chat quality, especially when paired with Xbox handhelds like Xbox Ally and Xbox Ally X. The update aims to overcome limitations of the older Bluetooth Classic mode.

- Microsoft is updating its 2024 Xbox Wireless Headset to include Bluetooth Low Energy (LE) Audio, enabling new features for free.  
- This update is expected to enhance battery life, reduce latency, and improve voice chat quality when used with Xbox handhelds.  
- The transition from Bluetooth Classic to LE will help avoid audio quality drops during two-way voice communication.

The Verge

Microsoft

Microsoft’s free update brings better Bluetooth to your Xbox Wireless Headset

GGLS

GGLL

The news highlights high-margin growth stocks amid market highs, noting Alphabet's $100B revenue last quarter, up 16% year-over-year, suggesting potential investment opportunities despite valuation concerns.

- Markets are at all-time highs, making it challenging for growth investors to identify appealing investments.  
- Valuations have increased to levels that may cause discomfort among some investors.  
- Alphabet reported $100 billion in revenue last quarter, reflecting a year-over-year growth of 16%.

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3 high-margin growth stocks that are starting to look bulletproof right now

CRWV

The article discusses whale alerts in the Information Technology sector, highlighting significant options trading activities. It details various put and call option trades with bearish and bullish sentiments for companies like MSTR, CRWV, NVDA, MU, SNDK, ORCL, AVGO, TSM, NOW, and AMD. These trades indicate potential trading opportunities as they involve large sums of money and diverge from normal market estimations.

- The article discusses whale alerts that can help traders identify significant trading opportunities based on large transactions in options.  
- It provides specific examples of recent options activity in the Information Technology sector, highlighting various put and call contracts with their respective sentiments, trade types, and financial details.  
- The information aims to assist traders in understanding market movements and making informed decisions.

ServiceNow

Coreweave

Broadcom

10 Information Technology Stocks With Whale Alerts In Today's Session

SNDK

The S&P 500 tech sector has surged 21.2% YTD, making it the second-best performing segment after communication services. Sandisk leads with a 457.3% YTD gain, followed by Western Digital and Seagate Technology. The sector's strength has significantly contributed to the broader market's near all-time highs. Other top performers include Micron Technology, Palantir Technologies, and Lam Research. Info Tech ETFs like VGT, XLK, and IYW are also highlighted.

- Wall Street’s information technology sector has achieved a +21.2% year-to-date gain, making it the second-best performing segment of the S&P 500.  
- This sector's robust performance has significantly contributed to the uplift of the broader market.  
- Currently, all three major U.S. indices are near their all-time highs.

Micron Tech

Sandisk

Western Digital

S&P 500 tech sector soars 21% YTD, with SanDisk as best performer

Deep-pocketed investors are showing bearish sentiment towards Bloom Energy, with 54% leaning bearish and 37% bullish. Significant options activity suggests a price range of $50-$175. Bloom Energy's stock is down 5.5% to $84.65, with an average analyst price target of $39. B of A Securities maintains an Underperform rating. Benzinga Pro offers real-time options trade alerts for Bloom Energy.

Bloom Energy

Check Out What Whales Are Doing With Bloom Energy

OpenAI

CNBC

Meta Platforms

AI future: Big Tech faces key House vote on reforming permit process

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HSBC analyst Stephen Bersey predicts a shift in AI trade focus from hardware to software by 2026, favoring stocks like Oracle, Microsoft, Salesforce, and ServiceNow. Oracle's vectorized database and Microsoft's agentic ecosystem are highlighted as key advantages. Bersey gives high price targets for these stocks, expecting significant growth. Salesforce and ServiceNow are seen as undervalued opportunities despite recent struggles. ServiceNow's potential acquisition of Armis raises concerns. All stocks have a buy rating from HSBC.

- An HSBC analyst predicts a shift from hardware to software investment by 2026, highlighting Oracle's vectorized database as a key asset in the AI application landscape.  
- Prominent software stocks like Salesforce and ServiceNow have declined over 20% this year, but HSBC identifies them and others as undervalued with potential for recovery, particularly with growing demand for AI integration.  
- The analyst anticipates strong earnings growth for Oracle, predicting 25% annual increases from 2025 to 2030, and has set ambitious price targets for Oracle, Microsoft, Salesforce, and ServiceNow.

Dow Jones

Salesforce

Oracle

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Why Oracle and these 3 unloved software stocks could be the next leg of the AI trade

Alphabet (GOOGL) is discontinuing its dark web report service, effective January 15, 2026, due to feedback that it doesn't provide helpful next steps. The service will stop monitoring new results, and all collected data will be unavailable by February 16, 2026. Alphabet aims to focus on tools offering clear, actionable steps for online protection. Despite this change, Alphabet's stock has a consensus Strong Buy rating from analysts.

- Alphabet Inc. is discontinuing its dark web report service, ceasing monitoring on January 15, 2026, with all data becoming unavailable by February 16, 2026.  
- The company stated this decision is due to unhelpful feedback from users, intending to shift focus to more actionable online protection tools.  
- Despite this change, Alphabet maintains it will continue to protect users from online threats and offers various security tools, while GOOGL stock holds a Strong Buy rating among analysts.

Tip Ranks

Alphabet (GOOGL) Eliminates Its Widely Used 'Dark Web Report'

AMZN

Alphabet leads the Magnificent 7 stocks with a 62% YTD surge, becoming the third-largest company in the group with a market cap of $3.7 trillion. Its balanced growth is marked by a PE ratio of 30 and an earnings yield of 3.27%. In contrast, Amazon lags with a 1.05% YTD increase but stands out for its low valuation, trading at a price-to-sales ratio of 3.48 and a forward PE near 27, making it a potential bargain in the group.

- Alphabet Inc has seen a significant stock increase of 62.26% year-to-date, distinguishing itself within the Magnificent 7 group.  
- In contrast, Amazon.com Inc has only risen 1.05%, making it the weakest performer, but its low valuation metrics suggest it may be undervalued compared to peers.  
- While Alphabet leads in market performance and consistency, Amazon's lower price multiples indicate it might be viewed as a bargain in a field of high valuations.

Alphabet Seizes Mag 7 Crown With 62% Stock Surge — But Amazon's Bargain Is The Plot Twist

Nvidia's stock rose on Tuesday as investors focused on the company's strategic moves to strengthen its position in AI, despite concerns about an "AI bubble." Key drivers include Nvidia's acquisition of SchedMD, enhancing its control over AI infrastructure, and regulatory clarity on China exports, allowing sales of the H200 chip. However, skepticism remains due to high stock valuation and potential geopolitical risks affecting market access.

- Nvidia stock (NASDAQ: NVDA) increased as investors focused on its expanding AI software capabilities and favorable regulatory clarity on China exports for 2026.  
- Key developments include Nvidia’s acquisition of SchedMD, enhancing its control over AI infrastructure, and the introduction of the Nemotron-3 model family, which aims to reduce AI operation costs.  
- Despite positive market reactions, concerns remain about Nvidia's high valuation and the potential impact of political factors on its access to the Chinese market and broader AI growth.

Invezz

Nvidia stock rises on Tuesday: what’s driving confidence despite growing skepticism?

TOELY

KLAC

LRCX

ASML

SEMI forecasts a 9% increase in sales of chipmaking equipment to $126 billion by 2026, driven by AI demand. Sales are expected to rise further to $135 billion in 2027. China, Taiwan, and South Korea will remain key markets, with significant investments from companies like TSMC, Samsung, and SK Hynix. ASML, Applied Materials, KLA Corp, Lam Research, and Tokyo Electron are major suppliers.

- Sales of equipment for computer chip production are projected to increase by 9% to $126 billion in 2026 and by 7.3% to $135 billion in 2027, driven by chipmakers' capacity expansion for AI-related chips, according to SEMI.  
- China, Taiwan, and South Korea are expected to remain the leading markets for this equipment, with significant investments from China and Taiwan's TSMC and South Korea's Samsung and SK Hynix expanding advanced capacities.  
- Overall, growth in equipment spending is anticipated in all tracked regions due to government incentives and targeted capacity expansions.

Reuters

Tokyo Electron

Lam Research

Taiwan Semiconductor

AI boom seen lifting chipmaking equipment sales 9% to $126 billion in 2026