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In our article last week (Why Intel Is Ripping Higher: 18A Proof Meets the CPU Shortage Trade) analyzing the logic behind Intel's stock surge, we suggested that the market is beginning to focus on the surging demand for CPUs in the AI inference era, which could lead to storage-like shortages in server CPUs. This week, this issue has started to attract Wall Street's attention.
What's Behind the Surge in Intel and AMD Stock Prices?
Wall Stree...
What's Behind the Surge in Intel and AMD Stock Prices?
Wall Stree...
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🕐 Market Recap | Tuesday, Jan 13, 2026
Volatility elevated, index slipping, rotation getting aggressive
🔍 Market Snapshot
• S&P 500 ( $S&P 500 Index (.SPX.US)$): -0.20% → 6,963
Early sell-off, minor bounce, but still below VWAP. Market struggling to regain control.
• CBOE Volatility Index ( $CBOE Volatility S&P 500 Index (.VIX.US)$): +2.84% → 15.55
Volatility remains elevated — risk-off undertone still present.
🧠 Magnificent 7 Check-In
• Alphabet +1.76% $Alphabet-A (GOOGL.US)$
...
Volatility elevated, index slipping, rotation getting aggressive
🔍 Market Snapshot
• S&P 500 ( $S&P 500 Index (.SPX.US)$): -0.20% → 6,963
Early sell-off, minor bounce, but still below VWAP. Market struggling to regain control.
• CBOE Volatility Index ( $CBOE Volatility S&P 500 Index (.VIX.US)$): +2.84% → 15.55
Volatility remains elevated — risk-off undertone still present.
🧠 Magnificent 7 Check-In
• Alphabet +1.76% $Alphabet-A (GOOGL.US)$
...
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Key Points
TSMC will report 2025 Q4 earnings on Jan 15, pre-market in the U.S. (after the close in Taiwan), regarded as a kicking-off for U.S. earnings season. And since TSMC releases monthly semiconductor sales data, its quarterly results are relatively transparent.
Street consensus currently expects Q4 revenue of US$32.38B (about NT$1,046B), up ~20% YoY. TSMC’s own Q4 guidance range was US$32.2B–US$33.4B...
TSMC will report 2025 Q4 earnings on Jan 15, pre-market in the U.S. (after the close in Taiwan), regarded as a kicking-off for U.S. earnings season. And since TSMC releases monthly semiconductor sales data, its quarterly results are relatively transparent.
Street consensus currently expects Q4 revenue of US$32.38B (about NT$1,046B), up ~20% YoY. TSMC’s own Q4 guidance range was US$32.2B–US$33.4B...
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$Advanced Micro Devices (AMD.US)$ go up some more! you still have a long way to go!
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$Applied Digital (APLD.US)$ My issue is that I don't get why it's down over 4% from earlier today. My concern is what's going to happen if the market starts to sell off? Should I sell half of my position and leave the other half in?
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Key Takeaways:
• US Prosecutors Launch Criminal Investigation into Federal Reserve Chair Jerome Powell
• Gold Prices Hit Record High Above $4,600 Per Ounce
• Tesla Plans Unsupervised Robotaxi and FSD Launch for 2026
• Michael Burry Takes Short Position Against Oracle
🔔Before the Bell
Stock futures declined on Monday after the Department of Justice launched a criminal investigation into Federal Reserve Chair Jerome Powe...
• US Prosecutors Launch Criminal Investigation into Federal Reserve Chair Jerome Powell
• Gold Prices Hit Record High Above $4,600 Per Ounce
• Tesla Plans Unsupervised Robotaxi and FSD Launch for 2026
• Michael Burry Takes Short Position Against Oracle
🔔Before the Bell
Stock futures declined on Monday after the Department of Justice launched a criminal investigation into Federal Reserve Chair Jerome Powe...
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