Wall Street etched a new chapter in financial history this week as the S&P 500 index briefly surged past the 7,000-point threshold for the first time, marking a breathtaking ascent that has redefined investor expectations for the decade. On January 28, 2026, the benchmark index touched an intraday
As of January 30, 2026, the United States' ambitious effort to repatriate semiconductor manufacturing has officially transitioned from a period of legislative hype and groundbreaking ceremonies to a reality of high-volume manufacturing (HVM). With over $30 billion in federal awards from the CHIPS and Science Act now flowing into the ecosystem, the "Silicon Desert" of [...]
In a bold move to resolve the structural supply bottlenecks paralyzing the global artificial intelligence sector, Micron Technology (NASDAQ:MU) officially broke ground on its massive $24 billion (S$30.5 billion) NAND fabrication facility expansion in Singapore on January 27, 2026. This landmark investment, the largest in the company’s history within the region, aims to quintuple down [...]
In a move that solidifies its lead in the high-stakes artificial intelligence memory race, SK Hynix (KRX: 000660) has officially announced a massive $13 billion (19 trillion won) investment to construct "P&T7," slated to be the world's largest dedicated High Bandwidth Memory (HBM) packaging and testing facility. Located in the Cheongju Technopolis Industrial Complex in [...]
In a historic display of market resilience and technological optimism, the S&P 500 index officially crossed the 7,000-point threshold on January 28, 2026. This monumental achievement marks a new era for Wall Street, coming just fourteen months after the index first touched 6,000 in late 2024. The
As January 2026 draws to a close, the global financial markets are standing at the precipice of what many economists are calling the "AI Earnings Supercycle." After three years of intensive capital expenditure and experimental pilots, the narrative of artificial intelligence has shifted from speculative hype to a rigorous, margin-focused
In a decisive move that reshapes the competitive landscape of artificial intelligence infrastructure, Samsung Electronics (KRX: 005930) has officially cleared the final quality and reliability tests for its 6th-generation High Bandwidth Memory (HBM4) from both NVIDIA (NASDAQ: NVDA) and AMD (NASDAQ: AMD). As of late January 2026, this breakthrough signals a major reversal of fortune [...]
In a seismic shift for the semiconductor industry, SK Hynix (KRX: 000660) has reportedly secured more than 70% of NVIDIA’s (NASDAQ: NVDA) initial orders for next-generation HBM4 memory, destined for the highly anticipated "Vera Rubin" AI platform. This development, confirmed in late January 2026, marks a historic consolidation of the high-bandwidth memory (HBM) market. By [...]
In a week dominated by shifting monetary policy signals, the United States labor market has once again proved its resilience. Data released this morning, January 29, 2026, by the Department of Labor revealed that initial jobless claims for the past week fell to 200,000, significantly lower than the consensus
