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US stock Christmas rally helps Hong Kong stocks challenge 26,000 | Gu Tianhou

The Christmas rally in the US stock market drives Hong Kong stocks to challenge 26,000. The three major US indices rose on Monday, with the Dow up 227 points, the S&P up 43 points, and the Nasdaq up 121 points. Heavyweights like Nvidia, Tesla, Oracle, and Micron performed strongly. Geopolitical tensions and expectations of interest rate cuts by the Federal Reserve pushed up gold and silver prices. Goldman Sachs strategists expect a wealth of investment opportunities in US small-cap stocks next year. After the Bank of Japan raised interest rates, the yen fell instead of rising

Stheadline·
US
NVDA
+1.49%
US
ORCL
+3.34%
Stheadline·
US
NVDA
+1.49%
US
ORCL
+3.34%

Dan Ives Says Microsoft Stock (MSFT) Can Rise Nearly 30% in 2026

Dan Ives, lead technology analyst at Wedbush Securities, expects Microsoft's stock to rise nearly 30% by 2026, driven by AI growth. He reiterates a Buy rating with a $625 price target, 29% higher than current levels. Ives believes Microsoft's AI investments will pay off, adding $25 billion to revenue by fiscal 2026. MSFT stock has a consensus Strong Buy rating among analysts.

Tip Ranks·
US
MSFT
-0.21%
US
MSFL
-0.47%
US
MSFO
-0.13%
Tip Ranks·
US
MSFT
-0.21%
US
MSFL
-0.47%
US
MSFO
-0.13%

Not just "power shortages," "delays" will become a "key theme" for U.S. data centers in 2026

As the construction of AI infrastructure enters deeper waters, the industry's focus in 2026 is shifting from "lack of electricity" to the complex issue of "delays," caused by factors such as equipment delivery lags, labor shortages, and local political resistance. These delays are impacting project economics and prompting the industry to seek fundamental solutions, such as NVIDIA promoting the adoption of "behind-the-meter" power generation models in data centers to bypass grid bottlenecks

Wallstreetcn·
US
NVDA
+1.49%
Wallstreetcn·
US
NVDA
+1.49%

Megaspeed’s Nvidia imports far exceed usage data, stoking China diversion concerns

Megaspeed is under US investigation for importing billions in Nvidia chips, raising concerns about potential diversion to China. The Singapore-based AI firm denies allegations, claiming compliance with US export controls. Nvidia found no evidence of diversion, but discrepancies in trade records persist. The probe examines whether Megaspeed operates as a Chinese entity despite its Singapore registration, potentially breaching US curbs on China's AI capabilities. Singapore and Malaysia are also investigating. No trade restrictions have been imposed yet.

Cryptopolitan·
US
NVDA
+1.49%
US
NVDL
+2.87%
HK
07788
+0.94%
Cryptopolitan·
US
NVDA
+1.49%
US
NVDL
+2.87%
HK
07788
+0.94%

GLOBAL MARKETS-Stocks, yen rise; gold, silver and oil jump amid US-Venezuela tensions

US stocks ended higher, with Nvidia shares rising. Gold, silver, and oil prices jumped amid US-Venezuela tensions. The yen strengthened against the dollar after Japanese officials warned against sharp currency moves. Trading volumes are expected to be light due to the holiday week. Warner Bros Discovery shares rose after Larry Ellison's financing guarantee for Paramount's acquisition. The Dow, S&P 500, and Nasdaq all saw gains. The dollar declined against the yen, and US Treasury yields inched higher. Gold and silver hit record highs, and oil prices increased.

Reuters·
US
WBD
+3.53%
US
NVDA
+1.49%
Reuters·
US
WBD
+3.53%
US
NVDA
+1.49%
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