AI giants officially go to court: Musk sues OpenAI and Microsoft for up to $134 billionThe myth of luxury cars shatters, Porsche sales hit the largest decline in 16 yearsCoreWeave Investor Meeting: AI Demand "Unresolvable," Customers Willing to Sign Long-Term Contracts, and Sign 12 Months in AdvanceBank of America: The storage industry is increasingly resembling "chip foundry" – cyclical weakening, high profit marginsThe U.S. will not impose tariffs on "critical minerals" for the time being. JPMorgan Chase: Silver has temporarily held up, but the risk of a pullback is significant, which presents an opportunity for gold"AI Cloud" is back! From 2026 to now, CoreWeave has risen over 40%, and Nebius has increased nearly 30%"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 HBMFamous strategist "abandoned" Bitcoin, citing concerns that "quantum computing will be realized soon"Interest rate cut expectations are once again suppressed! The Vice Chairman of the Federal Reserve emphasizes that interest rates are at an appropriate levelHasset "exits," but why do U.S. Treasuries "fall instead of rise"?Technology stocks boosted U.S. stock indices to rise across the board, with the Nasdaq up 0.5%, while silver prices fell sharply by 5%U.S. stocks in multiple sectors "surged" by 18%, with S&P 500 constituents rising over 10% this year, driven primarily by AI and policy changesTop 20 U.S. Stock Trading Volumes on January 17: Walmart's Three Core Business Divisions Get New LeadersGoogle asks a U.S. judge to delay the order requiring it to share data during its appealThe two-year U.S. Treasury yield surged rapidly on Friday, with a cumulative increase of over 6.2 basis points this weekSaks' bankruptcy triggers opposition from Amazon"Extremely dovish" Hassert may be unlikely to become the Federal Reserve Chair, Trump says he prefers to keep him in his current positionThe trading revenue of the five major Wall Street banks reached a record high for the year, but is this just the beginning?The CEO of DeepMind at Google stated that the gap between China's artificial intelligence models and those of the United States is only "months."Companies like Taiwan Semiconductor will invest $250 billion in the United StatesHaslett "out"? Calls for Walsh are increasing! Trump says he hopes Haslett continues to serve as a White House advisorThe China Concept Index fell by about 1.2%, Vnet dropped by 5%, Kingsoft Cloud fell over 3.1%, GDS declined by about 2.9%, and Alibaba decreased by 2.3%Global news you need to know before the U.S. stock market opens on FridayTesla is under investigation for violating U.S. comprehensive autonomous driving traffic regulations, with the investigation period extended by 5 weeksDeutsche Bank: The weakness of the yen is a choice made by both policy and funds, and the likelihood of short-term government intervention is lowThe Illusion of Prosperity: How Strong GDP Data Masks the Stagflation Risks in the U.S. EconomyNHTSA approves Tesla's extension request for the FSD traffic violation defect investigation response until the end of FebruaryHassett: The independence of the Federal Reserve is crucial for economic stability, hopes the Department of Justice investigates "there's nothing to see here"Anthropic just released a report titled "AI Job Displacement Report": The higher the education level, the more "displaced" one isOld technology resurgence? Memory economics may force NVIDIA to restart production of older GPU models to fill market gapsIs the subpoena from the Department of Justice counterproductive? The dilemma of Powell's future may drag the Federal Reserve into the "shadow chairman" era"Emerging Market Guru" Mobius: Absolutely do not buy gold now, unless it drops 20%! Optimistic about the Chinese marketTSMC's stock price rises, stabilizing and rebounding after Goldman Sachs and Morgan Stanley release earnings reportsQwen: Can BABA stage a comeback in the AI internet era?Will Greenland be the next "black swan"? Deutsche Bank summarizes four scenarios for future directionsU.S. Stock Outlook | Futures for the three major indices rise together, storage chip stocks surge in pre-market, NVIDIA significantly lowers data center copper demandMorgan Stanley 2026 Global Outlook: Strong U.S. economy delays interest rate cuts, Bank of Japan remains steady throughout the year, China's exports continue to expandFunds flow into the stock market! Global equity funds set a new high for weekly inflows in 15 weeks, with emerging markets and technology sectors in high demandOn January 16th, Xiaomi Corporation-W spent approximately HKD 219 million to repurchase 5.9 million sharesSurge in metal prices, what is the next upside risk for the US CPI?NVDA quietly revises data, slashing its copper consumption forecast; Kuaishou to issue a three-tranche notes offering | Daily News RecapTSMC CEO: Plans to build a "super-sized wafer fab cluster" in the U.S., will purchase an additional 900 acres if existing land is insufficient