adventtr/iStock via Getty Images Asian markets rebounded on Tuesday, led by Japan and South Korea, as AI-driven stocks regained ground. The rally followed Wall Street overnight gains after US manufacturing activity returned to expansion for the first time in a year and was also buoyed by tech stocks as traders returned their focus to the earnings season. Gold rose more than 3% to above $4,800 per ...
adventtr/iStock via Getty Images Asian markets rebounded on Tuesday, led by Japan and South Korea, as AI-driven stocks regained ground. The rally followed Wall Street overnight gains after US manufacturing activity returned to expansion for the first time in a year and was also buoyed by tech stocks as traders returned their focus to the earnings season. Gold rose more than 3% to above $4,800 per ounce on Tuesday, as bargain hunting emerged after two consecutive sessions of strong selling. The benchmark KOSPI increased nearly 5% to about 5,195, bouncing back from a previous decline due to better global sentiment and buying opportunities. The South Korean won strengthened to around 1,448 per dollar. Inflation eased to 2% in January 2026 from 2.3% in December. Japan ( NKY:IND ) rose 3.96% to around 54,000, while the broader Topix Index gained 2.1% to 3,610 on Tuesday, recovering losses from the previous session. JP225 increased to an all-time high of 54503.00. The Japanese yen traded around 155.5 per dollar on Tuesday after falling for two straight sessions. The yen’s decline also comes ahead of the Feb. 8 snap lower house election, where Takaichi’s ruling party is expected to gain seats and pursue expansionary fiscal policies. China ( SHCOMP ) rose 0.38% to above 4,030, while the Shenzhen Component gained 0.8% to 13,935 on Tuesday, recouping some losses from the previous session, and the offshore yuan Hong Kong ( HSI ) rose 0.15% to 26,887 in Tuesday morning trading, halting a two-session losing streak. However, gains were capped by caution ahead of Hong Kong’s December retail sales release later today and by China’s move to raise VAT on telecom services to 9% from 6%. India ( SENSEX ) rose 2.34% to 83,702 in morning deals on Tuesday, extending gains from the previous session and hitting its highest level since January 12, after the US–India trade deal cut tariffs to 18% from 50%. The US government is dropping the additional 25% tariff imposed on Indian imports over ...
In late January 2026, Micron Technology broke ground on a new advanced wafer fabrication facility within its Singapore NAND complex, a planned US$24.00 billion, 10‑year project that will add 700,000 square feet of cleanroom space to support AI- and data-driven NAND demand from the second half of 2028. This double‑story fab, integrated into Micron’s NAND Center of Excellence alongside its upcoming ...
In late January 2026, Micron Technology broke ground on a new advanced wafer fabrication facility within its Singapore NAND complex, a planned US$24.00 billion, 10‑year project that will add 700,000 square feet of cleanroom space to support AI- and data-driven NAND demand from the second half of 2028. This double‑story fab, integrated into Micron’s NAND Center of Excellence alongside its upcoming high‑bandwidth memory packaging plant, underscores how co‑located R&D and manufacturing are becoming central to meeting AI‑era memory needs while embedding sustainability and workforce development into the production model. Next, we’ll look at how Micron’s massive Singapore capacity build-out for NAND and HBM reshapes its investment narrative amid AI-driven demand. Outshine the giants: these 24 early-stage AI stocks could fund your retirement. What Is Micron Technology's Investment Narrative? For Micron to make sense as a holding, you really have to buy into the idea that AI is turning memory from a commodity into critical infrastructure, and that Micron’s scale and technology can keep it near the center of that shift. The near term story is still about tight HBM and DRAM supply, strong pricing, and whether recent record results and guidance can be sustained without a sharp correction in the next downturn. The new US$24.00 billion Singapore NAND fab fits more into the long game: it does not change the main short term catalysts much, but it does reinforce Micron’s commitment to AI‑focused storage and raises the stakes on execution, capital discipline, and future industry supply. In other words, the upside case gets bigger, but so does the cycle risk. However, there is one particular cycle risk here that investors should not ignore. Micron Technology's shares are on the way up, but could they be overextended? Uncover how much higher they are than fair value. Exploring Other Perspectives MU 1-Year Stock Price Chart Twenty four Simply Wall St Community fair values span roughly ...
In late January 2026, Micron Technology broke ground on a new advanced wafer fabrication facility within its Singapore NAND complex, a planned US$24.00 billion, 10‑year project that will add 700,000 square feet of cleanroom space to support AI- and data-driven NAND demand from the second half of 2028. This double‑story fab, integrated into Micron’s NAND Center of Excellence alongside its upcoming ...
In late January 2026, Micron Technology broke ground on a new advanced wafer fabrication facility within its Singapore NAND complex, a planned US$24.00 billion, 10‑year project that will add 700,000 square feet of cleanroom space to support AI- and data-driven NAND demand from the second half of 2028. This double‑story fab, integrated into Micron’s NAND Center of Excellence alongside its upcoming high‑bandwidth memory packaging plant, underscores how co‑located R&D and manufacturing are becoming central to meeting AI‑era memory needs while embedding sustainability and workforce development into the production model. Next, we’ll look at how Micron’s massive Singapore capacity build-out for NAND and HBM reshapes its investment narrative amid AI-driven demand. Outshine the giants: these 24 early-stage AI stocks could fund your retirement. What Is Micron Technology's Investment Narrative? For Micron to make sense as a holding, you really have to buy into the idea that AI is turning memory from a commodity into critical infrastructure, and that Micron’s scale and technology can keep it near the center of that shift. The near term story is still about tight HBM and DRAM supply, strong pricing, and whether recent record results and guidance can be sustained without a sharp correction in the next downturn. The new US$24.00 billion Singapore NAND fab fits more into the long game: it does not change the main short term catalysts much, but it does reinforce Micron’s commitment to AI‑focused storage and raises the stakes on execution, capital discipline, and future industry supply. In other words, the upside case gets bigger, but so does the cycle risk. However, there is one particular cycle risk here that investors should not ignore. Micron Technology's shares are on the way up, but could they be overextended? Uncover how much higher they are than fair value. Exploring Other Perspectives MU 1-Year Stock Price Chart Twenty four Simply Wall St Community fair values span roughly ...
Server CPU Demand and PLTR Q4 Lift AMD Stock to $250, Yet Earnings Risk Looms AMD heads into earnings with improving sentiment and a sharp pre-report bounce, but investors remain careful as competition and spending... Written by: Skerdian Meta • • 4 min read • Quick overview AMD shares rose nearly 5% ahead of its fourth-quarter earnings release, reflecting renewed confidence in server CPU demand a...
Server CPU Demand and PLTR Q4 Lift AMD Stock to $250, Yet Earnings Risk Looms AMD heads into earnings with improving sentiment and a sharp pre-report bounce, but investors remain careful as competition and spending... Written by: Skerdian Meta • • 4 min read • Quick overview AMD shares rose nearly 5% ahead of its fourth-quarter earnings release, reflecting renewed confidence in server CPU demand and AI sentiment. Despite the positive momentum, concerns about long-term competitive pressures, particularly from Microsoft's Maia 200 AI processor, remain prevalent. Palantir's strong earnings helped stabilize AI sentiment, indirectly benefiting AMD as it approaches its earnings report. Analysts maintain a positive outlook on AMD's long-term opportunities, but near-term caution persists as investors await earnings results. AMD heads into earnings with improving sentiment and a sharp pre-report bounce, but investors remain careful as competition and spending cycles continue to evolve. A Pre-Earnings Bounce, With Reservations AMD shares jumped nearly 5% heading into its fourth-quarter earnings release, reflecting renewed confidence in server CPU demand and a broader improvement in AI-related sentiment. The move suggests investors are willing to re-engage with the stock after recent volatility, particularly as data-center demand appears to be stabilising. That optimism, however, remains measured. The rally comes against a backdrop of persistent concerns about long-term competitive pressure, highlighted most recently by Microsoft’s unveiling of its Maia 200 AI processor. While the move higher signals relief rather than euphoria, it also underscores how sensitive AMD’s valuation remains to shifts in AI expectations. Palantir’s Results Help Reset AI Sentiment A notable tailwind came from Palantir’s earnings on Monday evening, which helped steady nerves across the AI complex. Palantir delivered strong growth alongside real profitability, easing concerns that AI demand is long on ...
Few companies are more polarizing than Palantir. Shares in the retail investor favorite are up nearly 80% in the past 12 months, despite tumbling almost 30% from their November high, reflecting a market-churning mix of rabid enthusiasm and circumspection for a stock with a valuation of the nosebleed variety. On Monday, the software firm charted a glorious 2026 for the believers. After reporting a ...
Few companies are more polarizing than Palantir. Shares in the retail investor favorite are up nearly 80% in the past 12 months, despite tumbling almost 30% from their November high, reflecting a market-churning mix of rabid enthusiasm and circumspection for a stock with a valuation of the nosebleed variety. On Monday, the software firm charted a glorious 2026 for the believers. After reporting a 70% year-over-year increase in fourth-quarter revenue to $1.4 billion — which beat analysts’ $1.3 billion estimate — executives said they expect revenue to grow 61% this year to $7.18 billion or more. CEO Alex Karp told analysts on an earnings call that it was “one of the truly iconic performances in the history of corporate performance.” Going All In Palantir’s recent tumble is partly attributable to a broader selloff in traditional enterprise software firms, triggered by fears that AI’s coding capabilities could displace them. But it also faces the simple concern that it’s overvalued. Palantir’s price-to-book ratio of more than 50 dwarfs peers like Broadcom (19.3), Oracle (15.8) and Adobe (10.4). “We cannot rationalize why Palantir is the most expensive name in our software coverage,” wrote RBC analysts, who affirmed the bank’s underperform rating and a $50 price target on the stock last week, implying it could fall nearly 65% from its $147.76 Monday close. They worry Palantir’s revenue from government contracts and the resilience of its commercial enterprise customer base could come under pressure and flagged “rising concerns around privacy and ethics” such as its work for Immigration and Customs Enforcement (ICE). RBC is a stark outlier. The average analyst price target for Palantir is $201.52, according to Zacks Investment Research. Analysts at William Blair, for example, upgraded the stock to “outperform” before Monday’s earnings. Its “frothy” valuation, the firm’s analysts wrote, has become “more reasonable relative to recent venture rounds for companies tied to th...