On Tuesday (January 6), U.S. stock futures were mixed in pre-market trading.
As of press time, Dow Jones futures were down 0.13%, S&P 500 futures were down 0.02%, and Nasdaq futures were down 0.02%. The S&P 100 futures rose 0.12%.
Storage concept stocks generally strengthened, with Micron Technology leading the gains. SanDisk rose nearly 1.3%, while TSMC surged over 3.2%; many chip stocks rose, with TSMC among them. Up 2.4%; " Nvidia" Partners saw a collective surge, with Aeva Technologies rising 24% and Arbe Robotics gaining 11%.
Bank of America The report predicts that the global semiconductor... The market is projected to surpass the trillion-dollar mark, with sales expected to grow by approximately 30% year-on-year in 2026. The report also lists seven promising artificial intelligence companies. Chip companies, Nvidia , Broadcom AMD is the "top pick".
Currently, investors are closely watching the 2026 Consumer Electronics Show in Las Vegas, USA. Updates from CES 2026. Nvidia CEO Jensen Huang stated today that within the next decade, most cars in the world will be autonomous or highly autonomous.
The energy sector generally strengthened in pre-market trading, with Valero Energy leading the gains. Chevron Both stocks rose by more than 1%. Renowned short-seller Michael Burry stated that Valero Energy 's attractiveness is increasing as the United States deepens its role in Venezuela's oil industry.
Overnight, Valero Energy closed up 9.23%, with its share price near all-time highs, outperforming many of its peers. Burry explained that Valero has the capacity to process heavy crude oil, and many refineries along the Gulf Coast were originally built for Venezuelan heavy oil.
European stock markets are mixed, with the German DAX index up 0.44%, the UK FTSE 100 up 1.04%, and the French CAC40 down 0.13%.
Company News
[US media reports: Trump hinted at action against Venezuela to oil company executives]
The Wall Street Journal reported on January 5 that a month before the US military action against Venezuela, President Trump hinted to several oil company executives that the situation in Venezuela would undergo "major changes." The report, citing multiple sources, stated that Trump conveyed a "vague yet enticing" message to several US oil company CEOs: "Be prepared." The report said Trump implied that there would be "major changes" in Venezuelan politics. Sources said that beyond this, Trump did not reveal any further information, nor did he consult with executives about investing in Venezuela's oil sector. According to the media outlet, Trump's hint was sufficient to demonstrate that oil held a "central position" in US decision-making regarding Venezuela.
AMD unveils next-generation AI chip expected within 4 years. Performance is expected to improve by 1000 times.
In her CES keynote address, AMD CEO Lisa Su stated that the next-generation AI chip, the MI455 GPU, will be manufactured using 2nm and 3nm processes and employ advanced packaging, incorporating HBM4. The MI455 GPU will be integrated with EPYC CPUs, and the next-generation AI rack, the Helios rack, will contain 72 GPUs, enabling the construction of large AI clusters by connecting thousands of Helios racks. Furthermore, the MI500 series chips are also under development and will utilize a 2nm process. With the MI500 series launching in 2027, AMD aims to improve AI chip performance by 1000 times within four years.
[Lisa Su: The AI industry is expected to grow to over 5 billion users per day within five years]
At CES 2026, AMD CEO Lisa Su unveiled several new chips and the next-generation Helios platform. Su predicted that the AI industry will grow to have over 5 billion users daily within five years, and hopes that computing power will increase to over 10 YottaFLOPS in the next five years.
[Nvidia CEO Jensen Huang: Most cars in the world will be autonomous or highly autonomous within the next decade]
At CES 2026 on March 6, NVIDIA CEO Jensen Huang stated that within the next decade, most cars in the world will achieve autonomous or highly autonomous driving. NVIDIA also released the Alpamayo series of open-source VLA AI models and tools for the development of autonomous vehicles.
WeRide The company's Robotaxi GXR became the world's first Robotaxi equipped with the NVIDIA DRIVE Thor X chip.
WeRide, an autonomous driving technology company, announced that as a global L4 Robotaxi ecosystem partner of NVIDIA, its Robotaxi GXR has become the world's first Robotaxi equipped with the NVIDIA DRIVE Thor X chip, and has achieved fully driverless commercial operation in China and the UAE.
Alibaba Its AI models effectively assist in early pancreatic cancer screening.
A full-page report in US media highlighted Alibaba's AI model for early pancreatic cancer screening, which has helped doctors detect potentially missed deadly tumors. The report stated that this AI model, named DAMO PANDA, was developed by researchers at Alibaba 's DAMO Academy. Since November 2014, the AI has analyzed over 180,000 CT scans at a hospital in Ningbo, helping doctors detect 24 cases of pancreatic cancer, 14 of which were early-stage. Furthermore, Alibaba's DAMO Academy is collaborating with multiple medical institutions on pilot research projects.
Morgan Stanley [Application to launch Bitcoin and Solana ETFs]
Morgan Stanley issued a statement to U.S. Securities and Exchange Commission on Tuesday. Documents filed with the SEC show that the company is seeking regulatory approval to launch an exchange-traded fund (ETF) linked to the price of a cryptocurrency token. The documents indicate that the bank... The bank is seeking to launch an ETF linked to the prices of cryptocurrencies Bitcoin and Solana. This move would deepen the bank's influence in the cryptocurrency space and comes two years after the U.S. Securities and Exchange Commission approved the first spot Bitcoin ETF listed in the United States.
Sanofi New triglyceride-lowering drug approved in China
French pharmaceutical giant Sanofi announced that its praxlane sodium injection (trade name: Remedy) has been officially approved in China for the purpose of lowering triglyceride levels in adult patients with familial chylomicronemia syndrome (FCS) on the basis of dietary control. This drug is the world's first small interfering RNA drug targeting the innovative APOC3 (apolipoprotein C-III) mRNA.
Bernstein lowers target prices for cryptocurrency stocks such as Coinbase
Bernstein lowered its price target for Coinbase from $510 to $440; its price target for Circle from $230 to $190; and its price target for Bullish... The target price has been lowered from $60 to $50.
Key events to watch in the US stock market (Beijing time)
January 6
21:55 US Redbook Retail Sales Annual Rate for the Week Ending January 3
22:45 US December S&P Global Services/Composite PMI Final Reading
January 7
The "Tech Spring Festival Gala" of the 2026 Consumer Electronics Show (CES) was held in Las Vegas.
05:30 US API Crude Oil Inventories for the Week Ending January 2
(Article source: CLS)
