State Street Portfolio S&P 500 ETF - SPDR(SPYM.US)

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State Street Portfolio S&P 500 ETF - SPDR
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Apple-Google AI Pact Sidelines OpenAI, Cementing Gemini’s Ecosystem Lead

Apple has partnered with Google for a multi-year collaboration, utilizing Google's Gemini models and cloud technology to enhance Siri. This partnership is expected to improve Siri's capabilities and solidify Google's position in the AI ecosystem, pushing its market value past $4 trillion. The collaboration marks a shift in Apple's AI strategy, moving away from OpenAI, which may face challenges as Apple develops its own AI solutions. Analysts predict that Apple will launch AI-driven subscription services, potentially impacting ChatGPT's user base.

TradingKey·
US
GOOGL
-2.42%
US
AAPL
-3.46%
US
GOOG
-2.48%
TradingKey·
US
GOOGL
-2.42%
US
AAPL
-3.46%
US
GOOG
-2.48%

Women's, advocacy groups call on Apple, Google to drop X and Grok from app stores

A coalition of women's groups and activists is urging Apple and Google to remove the social media platform X and its chatbot Grok from their app stores. They accuse the apps of generating illegal content that violates the companies' terms of service, particularly concerning sexually explicit and degrading images of women and children. The call for action follows scrutiny over Grok's content, leading to bans in Malaysia and Indonesia, and investigations in Europe and the UK. The American Federation of Teachers has also quit X over concerns about indecent images of children.

Reuters·
US
AAPL
-3.46%
US
GOOG
-2.48%
US
GOOGL
-2.42%
Reuters·
US
AAPL
-3.46%
US
GOOG
-2.48%
US
GOOGL
-2.42%

U.S. stock market close | Dow Jones and S&P 500 hit new highs, Hesai Technology rises 10.52% leading the sector

On January 7, 2026, the three major U.S. stock indices closed higher across the board, indicating that the market continues to be optimistic about risk assets. The Dow Jones Industrial Average and the S&P 500 both reached new highs, reflecting positive market sentiment. The automotive parts and equipment sector led the gains due to favorable conditions for new energy vehicles, with leading stock Hesai soaring 10.52%

Market Heartbeat·
US
NVDA
-4.38%
US
AAPL
-3.46%
Market Heartbeat·
US
NVDA
-4.38%
US
AAPL
-3.46%

"Father of HBM": The commercialization process of High Bandwidth Flash (HBF) exceeds expectations and may be integrated into GPUs within 2-3 years, with a market size surpassing HBM

The latest prediction from Kim Joungho, known as the "father of HBM," shows that the commercialization process of High Bandwidth Flash (HBF) has significantly accelerated compared to expectations. This technology is expected to be integrated into GPU products from NVIDIA, AMD, and others within the next 2-3 years. With the tenfold capacity advantage brought by NAND stacking, HBF will fill the storage gap of HBM in AI inference scenarios. The market expects it to achieve large-scale application in the HBM6 phase, and by 2038, the market size may even surpass HBM, becoming a key force in the next generation of high-bandwidth storage

Wallstreetcn·
US
NVDY
-3.80%
US
NVDA
-4.38%
US
NVDL
-8.95%
Wallstreetcn·
US
NVDY
-3.80%
US
NVDA
-4.38%
US
NVDL
-8.95%

Amazon's stock could be supercharged by this growing business

Amazon's advertising business is projected to double in revenue to over $140 billion by 2030, according to TD Cowen. The company is gaining market share in digital advertising, with its share expected to rise to 13.2% by 2030. Analyst John Blackledge raised Amazon's price target to $315, citing strong growth in ad spending, particularly on Prime Video. The survey indicates that 63% of advertisers plan to increase spending on Amazon in 2026, driven by high ROI. Additionally, Amazon Web Services is expected to see accelerated growth, contributing to overall operating income.

Dow Jones·
US
AMZN
-3.40%
US
AMZU
-6.72%
Dow Jones·
US
AMZN
-3.40%
US
AMZU
-6.72%
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