Key News:
1. According to foreign media reports, Trump will launch a $12 billion mineral reserves program.
2. US energy company stocks fell sharply in pre-market trading due to declining crude oil prices.
Individual Stock News:
1. Nvidia (NVDA.O) CEO Jensen Huang stated that Nvidia will definitely participate in this round of investment in OpenAI.
2. United Steelworkers: The union will continue negotiations with Marathon Oil (MRO.N) regarding expiring contracts.
3. Oracle (ORCL.N): Plans to raise $45 billion to $50 billion in 2026 through a combination of debt and equity issuance to expand additional capacity for its cloud infrastructure.
4. BHP Billiton (BHP.N): Has provided a total of $5 million in seed funding to 10 exploration and technology companies working to find new mineral resources globally.
5. Tesla (TSLA.O): The third-generation Tesla humanoid robot is about to be unveiled. Redesigned based on first principles, it can learn new skills by observing human behavior, with an expected annual production of one million units.
6. Disney (DIS.N): Q1 revenue for fiscal year 2026 reached $25.98 billion, a year-on-year increase of 5%.
7. XPeng Motors (XPEV.N) shares fell pre-market, with its H-shares dropping as much as 10% today, due to a significant decline in January deliveries.
8. TSMC (TSM.N)'s 2nm capacity has been fully booked by global tech giants.
9. Tech journalist Mark Gurman points out that Apple (AAPL.O) is exploring the possibility of launching a clamshell foldable iPhone.
10. Citing sources familiar with the matter, Elon Musk's space exploration company SpaceX reported EBITDA of approximately $8 billion and revenue of $15-16 billion last year, and expects SpaceX to go public this year.
