Global news you need to know before the U.S. stock market opens on Thursday

Wallstreetcn
2025.01.16 14:00

Taiwan Semiconductor Q4 earnings call: Revenue from AI accelerators is expected to double by 2025, with a CAGR exceeding 40% over the next five years, debunking rumors of CoWoS order cuts.
AI demand has been proven again! Taiwan Semiconductor's Q4 net profit increased by 57% year-on-year, exceeding expectations, with a gross margin rising to 59%.
U.S. retail sales in December increased by 0.4% month-on-month, showing strong consumer performance during the holiday shopping season.
The number of first-time unemployment claims in the U.S. last week was 217,000, higher than expected.
The U.S. January Philadelphia Fed Manufacturing Index was 44.3, the highest since April 2021.
European Central Bank meeting minutes: Inflation is expected to reach target levels in the first half of the year, and further rate cuts will occur if expectations are met.
According to CCTV, informed sources say TikTok's CEO plans to attend Trump's inauguration.
Jensen Huang: CoWoS capacity has not decreased, and a significant increase is expected this year.
Bank of America’s Q4 investment banking revenue reached a three-year high, while Morgan Stanley’s Q4 net revenue greatly exceeded expectations.
Richemont, the parent company of Cartier, reported a 10% year-on-year sales growth in Q3, with stock prices soaring by 17%.
According to Bloomberg, a major shareholder of Xiaohongshu is reportedly negotiating to sell part of its stake, targeting a valuation of $20 billion.
Apple's iPhone shipments in China fell by 25% in Q4, with market share tied for first place with Huawei.
U.S. pre-market three major index futures rose, semiconductor stocks surged, with Taiwan Semiconductor up 7%, and European luxury stocks significantly increased.
The Nikkei 225 index closed up 0.3%, the Shanghai Composite Index closed up 0.28%, and the Hang Seng Index closed up 1.23%.
Reminder: At an unspecified time during the day, the U.S. Senate will hold a hearing for Treasury Secretary nominee Scott Bessent

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