Earthquake Hits Taiwan Semiconductor Facilities, Revenue Risks Surface

Taiwan Semiconductor Manufacturing Co. (TSMC) faces potential production disruptions and financial losses following a magnitude 7.0 earthquake near Taiwan. Precautionary measures were enacted at several facilities, with sensitive manufacturing tools shutting down. Estimated losses could reach 100 million New Taiwanese dollars. Despite this, TSMC's stock has risen over 53% this year, driven by strong demand from major clients like Nvidia and Apple. The company continues to expand its U.S. operations, with plans for a second facility in Arizona by 2026. TSMC shares were down 0.58% in premarket trading.

Pinned·benzinga_article·
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SOXL
0.00%
Pinned·benzinga_article·
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SOXL
0.00%

GLOBAL MARKETS-Stocks head for year-end record on Fed rate cut bets

Global stocks are poised to end 2025 at record highs, driven by expectations of Federal Reserve interest rate cuts. The MSCI world equity gauge remains flat as markets react to geopolitical developments, including positive talks between U.S. President Trump and Ukrainian President Zelenskiy. Precious metals are experiencing volatility, with gold dropping slightly but on track for significant annual gains. Investors are cautious about potential AI stock bubbles while increasing exposure to safe-haven assets. The dollar remains under pressure, and the focus shifts to upcoming Fed meeting minutes for further insights on monetary policy.

Pinned·Reuters·
Pinned·Reuters·

U.S. stock index futures fell, precious metals retreated across the board, spot silver surged and then dropped sharply by 6% during the day, palladium fell over 11%, and WTI crude oil rose by more than 1%

U.S. stock index futures mostly fell, while European stocks mostly rose. The metal market experienced significant volatility, with silver prices dropping 6% after first breaking the $80 per ounce mark, while London copper surged over 6% to reach a historic high. Spot gold fell below the $4,500 mark, and spot palladium dropped over 11% at one point. WTI crude oil saw an intraday increase of 1.5%

Wallstreetcn·
Wallstreetcn·

Nomura: AI demand unexpectedly strong, memory supercycle expected to last at least until 2027

Nomura predicts that the memory "super cycle" will continue until 2027, primarily due to the unexpected surge in demand for AI servers and enterprise-level SSDs. As large-scale capacity release will not occur until 2028, the supply-demand gap will drive DRAM prices significantly higher. Nomura has raised its earnings expectations for Samsung and SK Hynix, believing that the profitability of general storage has reached or even surpassed that of HBM

Wallstreetcn·
US
MU
-0.66%
US
SSNGY
0.00%
HK
07747
+14.83%
Wallstreetcn·
US
MU
-0.66%
US
SSNGY
0.00%
HK
07747
+14.83%

Jinglin Asset Year-End Statement: 2026 Will Be Another Year of AI, International Funds Are Flowing Back to Chinese Assets

This process has just begun

Wallstreetcn·
US
GOOG
-0.22%
NA
OpenAI
0.00%
Wallstreetcn·
US
GOOG
-0.22%
NA
OpenAI
0.00%

From "Spa Data Center" to "Space Server": The Energy Crisis is Reshaping the Cloud Computing Industry

The surge in AI workloads is driving a revolution in data center architecture: from waste heat recovery on the ground and community symbiosis to all-weather solar computing in space, the industry is attempting to break through energy and physical limits. Although facing pressure from costs and regulations, this radical infrastructure reconstruction has become an inevitable exploration for achieving sustainable development in the AI era

Wallstreetcn·
US
EQIX
+0.60%
US
NVDA
+1.02%
Wallstreetcn·
US
EQIX
+0.60%
US
NVDA
+1.02%

Inside the "capacity auction" of the largest power grid in the United States: Without price controls, the AI boom would have caused electricity prices to rise by another 60%

The capacity auction results of the largest power grid in the United States, PJM Interconnection, show that electricity demand has reached a new high due to the surge in artificial intelligence and data centers, with generation capacity prices climbing to $333.40 per megawatt-day, breaking records. Without a price cap, simulated market prices could reach $529.80 per megawatt-day, indicating that electricity prices could rise by another 60%. The rapid growth in demand from data centers, coupled with supply bottlenecks, has intensified the tension in the electricity market, posing an upward risk to future electricity bills

Wallstreetcn·
Wallstreetcn·

"I might be early, but I'm not wrong!" Big short Burry goes against the market again, shorting the AI giants NVIDIA and Palantir Tech

The prototype of "The Big Short," Michael Burry, is once again shorting NVIDIA and Palantir against the market, insisting that the AI boom is a replay of the internet bubble. He criticized NVIDIA for using accounting logic to obscure the future asset write-down risks for customers, pointing out that its official response logic is misleading. Although often questioned for "being too early in predictions," Burry remains steadfast in his bearish logic, stating, "I may be early, but I'm not wrong!"

Wallstreetcn·
US
NVDA
+1.02%
US
PLTR
-2.81%
US
NVDL
+1.94%
Wallstreetcn·
US
NVDA
+1.02%
US
PLTR
-2.81%
US
NVDL
+1.94%

Apple CEO Tim Cook Just Gave Nike Investors 3 Million Reasons to Cheer

Apple CEO Tim Cook recently purchased 50,000 shares of Nike for nearly $3 million, nearly doubling his stake in the company. This move comes as Nike faces challenges, including a 19% stock decline this year and strategic missteps. Despite strong earnings results, disappointing guidance, particularly in China, has pressured the stock. Nike's turnaround plan focuses on product innovation and athlete engagement, but headwinds like tariffs and market competition persist. Investors may need patience, but Cook's investment signals confidence in Nike's future.

Motley Fool·
US
AAPL
-0.15%
US
NKE
+1.55%
Motley Fool·
US
AAPL
-0.15%
US
NKE
+1.55%

National Standards Committee for Humanoid Robots Formed; Huawei and Xiaomi Join; FAW invests RMB 3.7bn in Leapmotor | Daily News Recap

1229 | Dolphin Research Focus: 🐬 Macro/Industry 1) On Dec 27, MIIT established the 'Humanoid Robotics and Embodied Intelligence Standardization Technical Committee' in Beijing. The committee is chaired by the ministry's Chief Engineer, with the secretariat housed at the Beijing Electronics Society.Corporate members account for 50%+, including leaders such as Xiaomi and Huawei. Its mandate is to set standards across foundational technologies, key components, and safety, prioritizing urgent areas like multimodal perception and system-level safety, while aligning with Intl norms.This is a key milestone for industry standardization. Unified standards can lower component compatibility costs...

HK
01810
-1.63%
HK
81810
-1.81%
SG
HXXD
-1.53%
HK
01810
-1.63%
HK
81810
-1.81%
SG
HXXD
-1.53%

One ounce of silver is rarely more expensive than a barrel of oil! Has the "new 霸主" of the commodity market arrived?

Silver prices broke a 45-year record in 2025, with the price of one ounce of silver exceeding that of a barrel of crude oil. Since the launch of WTI crude oil futures trading in 1983, the situation where silver prices consistently exceed those of crude oil has been extremely rare, occurring only briefly twice during the pandemic in 2020. Silver has shown strong performance driven by both industrial and investment demand, while the crude oil market continues to be weak due to oversupply and pressures from energy transition

Wallstreetcn·
US
AGQ
+19.12%
US
SLV
+9.05%
Wallstreetcn·
US
AGQ
+19.12%
US
SLV
+9.05%

Silver plummets, suspicions arise, are major Wall Street firms unable to withstand it?

As spot silver experienced a rollercoaster market on Monday morning, rumors on overseas social media suggested that a systemically important bank faced forced liquidation due to a short squeeze in silver futures, failing to pay an additional margin of $2.3 billion. The Federal Reserve urgently injected $34 billion to stabilize the market. There are speculations that the involved party is a major European bank. Analysis indicates that even if the rumors are true, with a liquidity reserve of $330 billion, the $7.75 billion expenditure pressure is manageable and "would not lead to bankruptcy," but caution is warranted as the market may follow a "sell first, ask questions later" panic logic

Wallstreetcn·
US
AGQ
+19.12%
US
SLV
+9.05%
Wallstreetcn·
US
AGQ
+19.12%
US
SLV
+9.05%

China Investment Silver LOF experienced a huge fluctuation during trading, with the limit-down price soaring straight to an increase of over 9%. What happened?

China Investment Silver LOF announced today that investors who blindly invest in fund shares with high premium rates may face significant losses. The net asset value of China Investment Silver LOF has underperformed the silver futures index. However, on-market trading investors have used the silver futures trend as a benchmark to participate in the trading of China Investment Silver LOF, driving the secondary market price of China Investment Silver LOF significantly higher, greatly deviating from the net asset value of the fund shares, resulting in a further expansion of the premium

Wallstreetcn·
SH
601066
-0.30%
HK
06066
-1.23%
Wallstreetcn·
SH
601066
-0.30%
HK
06066
-1.23%

NVIDIA's Jim Fan: The robotics field is still in a chaotic state, and even the development direction may be wrong

Jim Fan stated that the reliability of robot hardware has become the biggest obstacle to software iteration, and the lack of industry standards has led to a chaotic evaluation system. He feels that the current mainstream visual-language-action model (VLA) technology route is "not right," as its pre-training method based on visual language models (VLM) fundamentally misaligns with the actual needs of robots. He mentioned that he is betting on video world models as an alternative solution

Wallstreetcn·
US
NVDA
+1.02%
Wallstreetcn·
US
NVDA
+1.02%

Silver price 200 dollars new logic? Financial writer John Rubino predicts that tech giants will trigger a "mining acquisition wave"

John Rubino reveals a new logic behind the surge in silver prices: "Tech giants are buying mines." Companies like Tesla and Google are turning to direct acquisitions of physical silver mines to lock in resources in response to supply risks. "Perhaps Tesla will buy First Majestic Silver Corp." Driven by the demand for essential items like Samsung's solid-state batteries, silver has fallen into a crisis of "unavailability." Rubino predicts a reset target for silver prices at $200 and warns of "significant volatility" this week

Wallstreetcn·
US
TSLA
-2.10%
US
GOOG
-0.22%
Wallstreetcn·
US
TSLA
-2.10%
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GOOG
-0.22%

The Hang Seng Tech Index's intraday increase expanded to 2%, Nio rose over 6%, and XPeng rose over 5%

The Hang Seng Tech Index's intraday increase expanded to 2%, with Nio rising over 6% and XPeng rising over 5%. Risk Warning and Disclaimer: The market carries risks, and investment should be approached with caution. This article does not constitute personal investment advice and does not take into account the specific investment objectives, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article align with their specific circumstances. Investment based on this is at one's own risk

Wallstreetcn·
US
NIO
+3.87%
SG
NIO
+5.65%
HK
09866
+4.89%
Wallstreetcn·
US
NIO
+3.87%
SG
NIO
+5.65%
HK
09866
+4.89%

The new chairman of the Federal Reserve will take office in May. "Has the good news been fully priced in?" Nomura: The U.S. market from July to November next year "requires special vigilance."

Nomura expects that the new chairman of the Federal Reserve will lead a rate cut in June, but as the U.S. economy recovers, there may be strong internal opposition within the FOMC to further rate cuts. This policy divergence could not only undermine market confidence in the new chairman but also trigger tensions between the Federal Reserve and the Trump administration. This uncertainty is expected to culminate between July and November next year, during which the market may see a trend of "flight from U.S. assets."

Wallstreetcn·
Wallstreetcn·
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