2026-01-13 14:22:12

Multiple important signals emerged before the US stock market opened on January 13.

Tech giants performed well. Google continued to rise by 0.7%, potentially reaching a new all-time high, further consolidating its position through an AI partnership agreement with Apple. Citi analysts reiterated a Buy rating on Google, with a target price of $350.

A turning point in the chip manufacturing sector. Intel surged over 3%, AMD rose over 2%, and both KeyBanc Capital Markets upgraded their ratings to Overweight. Analysts believe that by 2026, the server CPU capacity of these two companies will be nearly fully utilized, and the industry supply landscape is being reshaped.

Defense and energy sectors are emerging strongly. L3Harris Technologies jumped over 13%, planning to spin off its missile business for an independent listing in the second half of 2026, with the US Department of Defense pledging a $1 billion investment to secure the supply chain. Meanwhile, nuclear power company Oklo rose over 2%, planning to partner in investing over $14 billion to build new reactors, directly addressing the massive power demand of data centers for tech companies like Meta.

Key mineral supply chains are also in focus. The US Treasury Secretary convened a meeting to discuss this issue, causing mineral-related concepts to rise. Stocks such as MP Materials, USA Rare Earth, and BHP Billiton all gained.

Consumer and travel sectors are under pressure. Delta Air Lines' earnings report fell short of expectations, with the 2026 EPS guidance below market forecasts, causing its stock to drop 5%. Chinese concept stocks generally weakened, with Pinduoduo falling nearly 5%, Baidu down over 3%, and Kingsoft Cloud retreating after the previous day’s sharp rise.

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ProbablyNothing

· 4h ago

Is Intel and AMD about to take off again? This wave of supply chain movement feels a bit like hype.

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BearMarketGardener

· 4h ago

The wave of chip development has truly arrived, with Intel and AMD both moving. Full capacity by 2026... This pattern is about to change. Nuclear power + AI electricity demand, Oklo's logic is brilliant. Investing 14 billion just to feed the appetite of tech giants. Google and Apple are playing together, and analysts still dare to give a 350? How are these shorts surviving? Chinese concepts are falling again, Pinduoduo and Baidu are struggling, the bear market is really here. The 13% increase in defense is definitely no coincidence; the US is playing a very big game.

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SighingCashier

· 4h ago

The chip sector is really picking up, feels like a turning point is coming? Intel and AMD are both taking off at the same time, plus L3Harris in defense is skyrocketing, money is pouring into hard tech... However, Chinese concepts are still falling, this situation is quite fragmented.

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GasFeeGazer

· 4h ago

This wave of chips really has some substance; Intel and AMD are both moving. The logic of full production by 2026 is quite solid... However, defense stocks are rising even more sharply, with L3Harris jumping 13% in one go. The Department of Defense is obviously laying the groundwork for something.

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ser_we_are_ngmi

· 5h ago

The chip industry is taking off, with Intel and AMD both jumping up. It feels like 2026 will truly be a game-changer. I need to keep a close eye on the defense sector. L3Harris directly jumped 13%, and their move to spin off the missile business was quite clever. The backing from the Department of Defense is also a strong support. But Chinese concept stocks are starting to lose momentum again. Pinduoduo and Baidu are taking turns falling. When will they turn around... The nuclear power + AI data center sector seems to have caught onto something. Oklo's 14 billion was aimed at Meta, and the battle for electricity is heating up.

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SchrodingersFOMO

· 5h ago

Chips and defense are taking off, Chinese concept stocks are being hammered again, this is the current US stock market... Wait, Oklo's $14 billion investment in nuclear power? Directly choking the metaverse with electricity costs? That's pretty intense.

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