The cloud computing landscape shifted significantly this month as Amazon.com, Inc. (NASDAQ: AMZN) officially launched its highly anticipated Amazon EC2 G7e instances. Marking the first time the groundbreaking NVIDIA Blackwell architecture has been made available in the public cloud, the G7e instances represent a massive leap forward for generative AI production. By integrating the NVIDIA [...]
In a decisive move that reshapes the competitive landscape of artificial intelligence infrastructure, Samsung Electronics (KRX: 005930) has officially cleared the final quality and reliability tests for its 6th-generation High Bandwidth Memory (HBM4) from both NVIDIA (NASDAQ: NVDA) and AMD (NASDAQ: AMD). As of late January 2026, this breakthrough signals a major reversal of fortune [...]
In a seismic shift for the semiconductor industry, SK Hynix (KRX: 000660) has reportedly secured more than 70% of NVIDIA’s (NASDAQ: NVDA) initial orders for next-generation HBM4 memory, destined for the highly anticipated "Vera Rubin" AI platform. This development, confirmed in late January 2026, marks a historic consolidation of the high-bandwidth memory (HBM) market. By [...]
In a move that has sent shockwaves through the global semiconductor industry, NVIDIA (NASDAQ:NVDA) has officially finalized its $5 billion strategic investment in long-time rival Intel (NASDAQ:INTC) as of January 2026. This historic partnership, which grants NVIDIA an approximate 4% stake in the legendary chipmaker, marks the end of a multi-year transition for Intel and [...]
The semiconductor landscape has officially shifted as of January 30, 2026. In a landmark achievement for Western chip manufacturing, Intel (NASDAQ: INTC) has completed the commercial installation and acceptance testing of its first high-volume ASML (NASDAQ: ASML) Twinscan EXE:5200 High-NA EUV lithography system. This deployment marks the formal commencement of the "Angstrom Era," providing the [...]
The market reacted dramatically to media reports that Kevin Warsh will be nominated today to succeed Federal Reserve Chair Powell at the held of the US central bank.
At the prestigious NEPCON Japan 2026 exhibition in Tokyo, Intel (NASDAQ: INTC) has fundamentally altered the roadmap for high-performance computing by unveiling its first "thick-core" glass substrate technology. The demonstration of a 10-2-10-thick glass core substrate marks a historic transition away from traditional organic materials, promising to unlock the next level of scalability for massive [...]
On January 15, 2026, the global technology landscape underwent a seismic shift as the United States and Taiwan formally signed the "2026 US-Taiwan Trade and Investment Agreement." Valued at a staggering $250 billion in direct investment commitments—supplemented by an additional $250 billion in credit guarantees—the accord, colloquially known as the "Silicon Pact," represents the most [...]
In a historic turning point for the American semiconductor industry, Intel (NASDAQ: INTC) officially announced this month that its 18A process node has reached high-volume manufacturing (HVM) status. This milestone marks the formal completion of the company’s "five nodes in four years" (5N4Y) roadmap, a high-stakes engineering sprint initiated in 2021 that many industry skeptics [...]
In a move that signals a tectonic shift in the global semiconductor landscape, Taiwan Semiconductor Manufacturing Company (TSMC) (NYSE: TSM) has officially entered high-volume manufacturing (HVM) for its N2 (2-nanometer) technology node as of January 2026. This milestone, centered at the company’s massive Fab 20 facility in Hsinchu’s Baoshan District, marks the first commercial deployment [...]
The next Federal Reserve chairman, Kevin Warsh, backs lower interest rates but isn't a fan of Fed asset purchases. The dollar rose while gold and silver fell after Trump's nomination.
Although Johnson & Johnson has outpaced the broader market over the past year, Wall Street analysts maintain a cautiously optimistic outlook on the stock’s prospects.
Soybeans are down 6 to 7 cents so far on Friday morning. Futures reverted from the early gains on Thursday with contracts closing 1 to 3 cents lower. Open interest was up 7,608 contracts on Thursday, with some exiting March (-5,634) and others seein...
Lean hog futures were mixed on Thursday, with nearby February down 25 cents and other contracts 30 to 45 points higher. Preliminary open interest was up 3,476 contracts on Thursday. USDA’s national base hog price was reported at $84.38 on Thursday af...
Wheat is trading with mixed action in Friday morning, with the winter wheat contracts heading higher. The wheat complex continued strength on Thursday, with contracts higher across the three exchanges. Chicago SRW futures close with contracts 5 to 6...
Corn prices are down 2 to 3 cents in the nearbys on Friday morning. Futures posted fractional to 2 cent gains on Thursday. Preliminary open interest was down 5,812 contracts on Thursday, mostly in the March and July contract. The CmdtyView national a...
Live cattle futures saw weakness of $1.10 to $1.50 across most contracts on Thursday. Open interest was up 820 contracts on Thursday. Cash trade has yet to get kicked off this week, with $232 bids. The Thursday Fed Cattle Exchange online auction show...
Cotton prices are down 22 to 28 points so far on Friday. Futures posted weakness on Thursday with contracts closing down 9 to 25 points. Crude oil futures were up $2.28 per barrel on the day at $65.49. The US dollar index was back down $0.264 to $96....
