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Focus on key points.
1、 $UBS Group (UBS.US)$ Increased by over 12% this year! Partnering with $Goldman Sachs (GS.US)$ 、 $JPMorgan (JPM.US)$ 、 $Morgan Stanley (MS.US)$ Major banks are all reaching historical highs.
Large bank stocks performed strongly, with JPMorgan's revenue for Q4 2024 at 42.768 billion USD, a 10% year-on-year increase, exceeding the market expectation of 41.183 billion USD; Goldman Sachs' Q4 net revenue grew 23% year-on-year to 13.87 billion USD, far surpassing the market expectation of 12.37 billion USD; Morgan Stanley's Q4 net revenue was 16.2 billion USD, above the market expectation of 15.06 billion USD. Although UBS has not yet announced performance results, it has risen by over 12% this year, joining Goldman Sachs, JPMorgan, and Morgan Stanley in setting historical highs.
As corporate clients grow increasingly optimistic about the growth of the USA economy and the Trump administration, it has stimulated the return of trade, fundraising, and transactions, benefiting bank stocks. Financial Institutions are closely monitoring the deregulation and tax reduction agenda pushed by Trump, which is expected to further stimulate market activity and economic performance. Additionally, with the resignation of the Federal Reserve's Vice Chair for Supervision, Micheal Barr, this month, it may clear the way for Trump to appoint a more industry-friendly official.
2. May be acquired by a mysterious buyer! $Intel (INTC.US)$ In the last Trade, it surged over 9%, and after-hours it continued to rise by more than 3%.
Two months ago, SemiAccurate received a credible email indicating that a company is considering acquiring Intel. Unlike ordinary rumors, the circulation of this email is extremely limited, only circulating among a few senior executives within the target company.
Although it was initially difficult to determine the authenticity of this plan, SemiAccurate discovered through further investigation that the company indeed has sufficient financial strength to carry out the acquisition, especially against the backdrop of Intel's current significant decline in valuation. Last week, another authoritative source again confirmed the existence of this plan, raising SemiAccurate's confidence in the matter from 60% to over 90%. Ultimately, after multiple confirmations, SemiAccurate firmly believes that this mysterious company intends to fully incorporate Intel into its portfolio.
The identity of the acquiring party remains a mystery for now. SemiAccurate stated that this company has not made public declarations or promoted through the media, but has chosen to act discreetly, possibly to avoid inflating the acquisition price of Intel. The industry speculates that this may be a Technology or investment giant with substantial capital, but there is currently no solid evidence pointing to any specific company.
3. Join the Spring Festival "gift war"! $JD.com (JD.US)$ US stocks soared over 10%.
On January 17, JD.com launched a gifting feature in the new version of its app, where searching for "JD.com Gifting" will take users to a dedicated page to make selections. It is reported that the products introduced by JD.com this time mainly come from self-operated sources and will be delivered via JD Logistics during the Spring Festival.
This means that following WeChat, Taobao, and EAST BUY, JD.com has also begun to join the e-commerce battle for the Spring Festival. Behind this move, JD.com aims to seize the opportunity of the Spring Festival, the busiest social holiday of the year, to achieve greater performance growth.
4. High-speed connectivity solution company $Credo Technology (CRDO.US)$ Increased by nearly 6%, rising over 19% since the beginning of 2025, reaching a historical high.
As a company providing secure and high-speed connectivity solutions for the Semiconductors Industry, Credo's position in the AI infrastructure market is becoming increasingly strong. Analysts predict that Credo Technology's performance will grow significantly in the coming years: analysts expect the company to achieve revenues of $0.387 billion for the 2025 fiscal year, $0.589 billion for the 2026 fiscal year, and $0.8 billion for the 2027 fiscal year, with a compound annual growth rate of EPS expected to reach 74% from 2024 to 2027.
5. Electrical Utilities Company$GE Vernova (GEV.US)$ In 2025, it increased by over 22%, setting a new historical high, and the company's stock price has soared nearly 170% since the low point on August 5th of last year.
GE Hitachi Nuclear Energy, a subsidiary of GE Vernova, has joined the alliance led by the Tennessee Valley Authority seeking $0.8 billion for deploying BWRX-300 small modular reactors in the USA; additionally, the company's onshore wind power business has received an Order to retrofit over 1 gigawatt of wind turbines in the USA.
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Editor/lambor