Key News
1. Market sources indicate that the Danish pension fund Akademiker Pension will exit the US Treasury market.
Individual Stock News
1. Counterpoint: Apple (AAPL.O) iPhone shipments in China grew 28% year-on-year in the fourth quarter.
2. Musk: Tesla (TSLA.O) will restart Project Dojo 3 given the smooth progress of AI5 chip design.
3. According to the Financial Times: Nvidia (NVDA.O) suppliers have suspended production of key components for the H200 chip.
4. OpenAI CFO: Annualized revenue to exceed $20 billion by 2025.
5. BHP Billiton (BHP.N) expects copper production of 1.9 million to 2 million tons in fiscal year 2026.
6. Vale (VALE.N) Indonesia CEO: Nickel matte production in 2025 will exceed planned levels.
7. Amazon (AMZN.O) CEO: I expect our headcount to be lower than before in the coming years.
8. Netflix (NFLX.O) plans to amend its takeover offer for Warner Bros. Discovery (WBD.O) to an all-cash transaction.
9. Micron Technology (MU.O): Memory shortages will continue beyond 2026.
10. Micron Technology (MU.O) plans to acquire Powerchip Technology's P5 plant in Tongluo.
11. Spot gold hits a new high, and US gold stocks rallied in pre-market trading.
12. Market sources indicate that Oracle (ORCL.N) is being sued by bondholders. The plaintiffs allege that the company suffered losses because it failed to disclose the significant additional debt it needed to incur to build artificial intelligence infrastructure.
