On Monday (January 5), U.S. stock futures were mixed in pre-market trading.
As of press time, Dow Jones futures were down 0.09%, S&P 500 futures were up 0.22%, and Nasdaq futures were down 0.22%. The S&P 100 futures rose 0.62%.
Last weekend, the United States launched a large-scale military operation against Venezuela, sending troops to forcibly take control of President Maduro and his wife and deport them. Oil prices showed little reaction today, as investors bet that the escalation of the US-Venezuela situation would not lead to a larger geopolitical conflict.
Reports indicate that the White House has requested major oil companies to invest heavily in Venezuela to repair its oil extraction infrastructure. Energy stocks surged in pre-market trading, with Schlumberger leading the gains. ConocoPhillips rose more than 8%. Chevron rose more than 5%. ExxonMobil rose more than 6% It rose by more than 3%.
"While this is an important geopolitical event, it is unlikely to have a significant impact on the market in the short term," wrote Matthew Aks, a policy analyst at Evercore ISI. "For now, investors can only continue to deal with the situation of Trump's possible ambiguity regarding his next move."
Following this news, US defense stocks also strengthened in pre-market trading, with Lockheed Martin... General Dynamics rose more than 1%. Boeing Slight gains. Traders are still hedging their risks by increasing their gold holdings, with spot gold rising over 1.7% on the day and Bitcoin rising nearly 2.4%.
Saxo Bank In an interview, Chief Investment Strategist Charu Chanana stated: " Artificial intelligence... " AI remains the primary driver in the market. Optimism surrounding technology continues to outweigh any other perspective.
As of press time, Nvidia Tesla Micron Technology rose nearly 1.5% in pre-market trading. Intel rose more than 3%. The stock rose more than 4%. Samsung Electronics co-CEO Jeon Young-hyun's optimistic remarks in his New Year's address last week fueled optimism about the future of AI.
Most European stock markets that are currently trading are higher, with the German DAX index up 0.73%, the UK FTSE 100 index up 0.28%, and the French CAC40 index down 0.06%.
Company News
The Trump administration is demanding that U.S. oil companies invest in Venezuela.
According to a report by Politico on March 3, the White House has asked major U.S. oil companies to invest heavily in Venezuela to repair its oil extraction infrastructure. The report states that officials have told U.S. oil company executives in recent weeks that if they "hope to receive compensation for drilling platforms, pipelines, and other property confiscated by the Venezuelan government, they must be prepared to return to Venezuela now and invest heavily to revitalize its battered oil industry."
Samsung: Number of mobile devices equipped with Google Gemini to reach 800 million this year.
Samsung Electronics plans to increase the number of its AI-enabled mobile devices running Google's Gemini operating system to 800 million by 2026, aiming to boost its market share in smartphones. This move by Samsung will help Google gain an edge in the AI race against companies like OpenAI.
TSMC [In the initial stage of 2nm mass production, the monthly capacity is approximately 35,000 wafers, and it is expected to reach 140,000 wafers by the end of 2026]
TSMC 's initial production capacity for its 2nm (N2) advanced process technology is approximately 35,000 wafers per month, which is expected to rise to 140,000 wafers per month by the end of this year, higher than the previous market estimate of 100,000 wafers per month. TSMC's current 2nm capacity comes from Fab 20 Phase 1 in Hsinchu and Fab 22 Phase 1 in Kaohsiung. The second phase (Phase 2) of these two super foundries is expected to begin production this year, also as 2nm production lines.
Tesla's Shanghai Gigafactory is projected to contribute more than half of Tesla's global deliveries by 2025.
According to the latest statistics from the China Passenger Car Association, Tesla Tesla's Shanghai Gigafactory delivered over 97,100 vehicles in December 2025, an 11% increase month-over-month, marking its highest monthly delivery volume of 2025. It is estimated that Tesla's domestic sales in China reached approximately 94,000 units in December 2025, representing a year-over-year increase of about 13%. Statistics show that Tesla delivered approximately 1.636 million electric vehicles globally in 2025, with the Shanghai Gigafactory delivering 851,000 units, accounting for 52% of global deliveries, remaining Tesla's largest export hub worldwide.
Merck Innovative drugs Wuxinruilai® (Sotecept for Injection) Approved in China
Merck announced on January 5 that Sortexip® (injection), the world's first and currently only breakthrough therapy activin signaling inhibitor (ASI), has been approved by the China National Medical Products Administration (NMPA) for the treatment of adult patients with pulmonary arterial hypertension (PAH, WHO Group 1) of WHO functional classification (FC) II-III, to improve patients' exercise capacity and WHO functional classification. ASI is a novel biologic agent targeting the etiology of PAH, and this approval is based on data from the Phase III clinical trial STELLAR.
Novo Nordisk Wegovy® oral tablets are now widely available in the United States.
Novo Nordisk states that its Wegovy® oral tablets are the first and only oral GLP-1 for adult weight loss and are now widely available in the United States. Wegovy tablets are now widely available through over 70,000 U.S. pharmacies (such as CVS and Costco) and some telehealth services . It is widely sold by retailers such as Ro, LifeMD, WeightWatchers, NovoCare pharmacies, GoodRx, and other platforms.
Strategy disclosed that it increased its holdings of Bitcoin by 1,287 and raised its dollar reserves by $62 million.
According to official sources, Strategy (formerly MicroStrategy) disclosed that it increased its holdings by 1,287 bitcoins, bringing its bitcoin reserves to 673,783, while also increasing its dollar reserves by $62 million, bringing the total to $2.25 billion.
[TrendForce: Prices of all types of memory products continued to rise across the board in Q1 2026]
According to the latest TrendForce survey, in the first quarter of 2026, due to DRAM manufacturers' large-scale transfer of advanced processes and new capacity to servers and HBM applications to meet the demand of AI servers, supply in other markets will be severely tightened. It is estimated that the overall contract price of general DRAM will increase by 55-60% quarter-on-quarter. NAND Flash, on the other hand, is expected to see a continued increase in contract prices of 33-38% across all product categories due to manufacturers controlling capacity and strong demand from servers crowding out other applications.
Key events to watch in the US stock market (Beijing time)
January 5
23:00 US December ISM Manufacturing PMI; UN Security Council holds emergency meeting on US military action against Venezuela.
January 6
04:30 CFTC releases weekly Commitment of Traders report
(Article source: CLS)
