US Morning News Call | NVIDIA CEO Announces Vera Rubin Design Enters Full Production; Asian Markets Usher in Strong Annual Start
Key Takeaways:
• Asian Stock Markets Usher in the Strongest Annual Start
• NVIDIA CEO Announces Vera Rubin Design Enters Full Production
• Intel Unveils Core Ultra Series 3 Processors Built on Intel 18A Technology
• Elon Musk Comments on Nvidia's Autonomous Driving Technology
Before the Bell
Stock futures were little changed on Tuesday, while $XAG/USD (XAGUSD.FX)$ and $XAU/USD (XAUUSD.CFD)$ rallied slightly.
$E-mini Dow Futures (MAR6) (YMmain.US)$ fell -0.17%;
$E-mini NASDAQ 100 Futures (MAR6) (NQmain.US)$ climbed +0.09%;
$E-mini S&P 500 Futures (MAR6) (ESmain.US)$ fell -0.04%.
Asian Stock Markets Usher in the Strongest Annual Start in History
$SSE Composite Index (000001.SH)$ achieved 13 consecutive positive closes, refreshing a more than 10-year high and setting the record for the longest streak of gains in history, while Japanese and South Korean markets both surge sharply.
NVIDIA CEO Announces Vera Rubin Design Enters Full Production
$NVIDIA (NVDA.US)$ CEO Jensen Huang announced that the company's new Vera Rubin design has entered full production phase.
Micron Leads S&P 500 in Expected Revenue Growth as Memory Prices Rise
$Micron Technology (MU.US)$ leads the S&P 500 in expected revenue growth for unreported fiscal years, driven by booming memory prices. The semiconductor company stands out among major stocks by this key financial metric.
Intel Unveils Core Ultra Series 3 Processors Built on Intel 18A Technology
$Intel (INTC.US)$ announced Core Ultra Series 3 processors, the first AI PC platform built on Intel 18A process technology designed and manufactured in the United States. The new lineup includes X9 and X7 processors with up to 16 CPU cores, 12 Xe-cores and 50 NPU TOPS.
UBS Says Oracle AI Growth Remains on Track Despite Stock Selloff
UBS analysts maintain that $Oracle (ORCL.US)$'s AI-driven growth trajectory continues despite recent stock selloff. The investment bank highlights Oracle's approaching significant revenue growth acceleration, supported by capacity ramp-up at its Abilene data center facility.
Elon Musk Comments on Nvidia's Autonomous Driving Technology
EV giant $Tesla (TSLA.US)$ CEO Elon Musk shared that $NVIDIA (NVDA.US)$'s autonomous driving technology could be a competitor to Tesla's Full Self-Driving (FSD) technology in the future.
Lucid Partners with Uber to Launch Robotaxi Service with Testing Program
$Lucid Group (LCID.US)$ partnered with $Uber Technologies (UBER.US)$ and Nuro to introduce a production-ready robotaxi featuring specialized sensors and six-passenger cabin. Testing began in San Francisco Bay Area under human supervision. The vehicle uses Nvidia AI processing for navigation and Lucid plans manufacturing at its Arizona facility this year.
Crypto News
J.P. Morgan Submits Solana Trust S-1 Filing to SEC
J.P. Morgan has submitted a Solana Trust S-1 application filing to the U.S. Securities and Exchange Commission, according to market sources.
Belgravia Hartford Repays USD 1.5 Million Credit Line Using Bitcoin Holdings
Belgravia Hartford Capital fully repaid its USD 1.5 million credit line to Round13 Digital Asset Fund by returning 14.21448 Bitcoin held under their Bitcoin Standard agreement, eliminating debt overhang and strengthening balance sheet.
Bitcoin and Major Cryptocurrencies Show Strong Performance in Early 2026
Bitcoin and the broader cryptocurrency market have begun 2026 with strong performance, with analysts attributing the positive momentum to buoyant market conditions affecting major tokens.
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