The S&P 500 and the Dow Jones Industrial Average ended their three-day winning streak on Wednesday. Sources informed CNBC that Venezuela will indefinitely supply sanctioned oil to the United States. Zhipu listed in Hong Kong, becoming China's first publicly traded large language model company. Samsung Electronics anticipates a twofold increase in operating profit for the fourth quarter. Huang Renxun expressed optimism about a certain company, with analysts predicting its stock price could nearly double this year.
On January 5, 2026, in Bengaluru, India, a man walked past the logo outside the Ananta office complex of US tech giant Google. The landscape within the US stock "Magnificent Seven" is experiencing undercurrents of change. On Wednesday, Alphabet, the parent company of Google, saw its stock price rise 2.4%, boosting its market capitalization to $3.89 trillion. Concurrently, Apple, often referred to as the "iPhone parent company," experienced a 0.8% stock decline, closing the day with a market cap of $3.85 trillion. This marks the first time since 2019 that Alphabet's market value has surpassed Apple's, highlighting the Cupertino-based tech behemoth's gradual loss of footing in the artificial intelligence race. Apple had previously committed to launching a smarter AI-powered version of Siri in 2025, but this plan has been delayed, with no confirmed release date yet announced. In contrast, Alphabet, leveraging the rapid deployment of its new-generation AI models and generative tools, has garnered increased user favor and investor enthusiasm, cementing its status as last year's top performer among large-cap US tech stocks. On a more specific "technology track," the competition between Tesla and NVIDIA has also captured significant market attention. At Monday's Consumer Electronics Show (CES), NVIDIA CEO Jensen Huang unveiled an AI inference model named "Alphameyo," specifically designed for autonomous vehicle development. Tesla CEO Elon Musk acknowledged that this model "might pose competitive pressure for Tesla," but he quickly added that it would likely take "five or six years, perhaps even longer" for the model to become a genuine competitor to Tesla. It is worth noting that this is not the first instance of Musk downplaying a competitor. As early as October 2011, he stated in an interview, "I don't think BYD's products are very good." By 2025, BYD had surpassed Tesla to become the global leader in electric vehicle sales.
