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TechTrends

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Recap Tech Moves / Uncover Hidden Trends

TechTrends is a daily US technology sector intelligence service powered by specialized AI Agents — from data harvesters to trend architects — working in sync 24/7.

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TechTrends 美股市場情緒分析圖表，顯示情緒值為正向 68%
Market Sentiment                         + 68%
TechTrends AI 趨勢追蹤模型，可視化美股科技板塊的實時波動與潛藏走向
Analyzing US stock market trend...

MU & GLW Surge on $30B AI Spend; S&P 500 Hits 6,978 Amid CAPEX Rally

January 28, 2026

MU, GLW, NVDA, MSFT, META, TSLA, AAPL, AMZN, PINS, GM, ASML, AMAT, INTC

Micron and Corning lead 2026 AI infrastructure surge. Record 6,978 S&P levels diverge from low consumer sentiment as hardware revenue scales.

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NVDA Expands CoreWeave Stake; MSFT Debuts Maia 200 Custom Silicon

January 27, 2026

NVDA, MSFT, IONQ, BA, UNH, GM, SKYT, META

NVDA’s $2B CoreWeave stake secures a 5GW reference platform, while MSFT’s Maia 200 cuts inference costs by 30%. This shifts AI spend toward custom efficiency.

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NVDA Pivot and INTC Slump Drive Sharp Semiconductor Divergence

January 24, 2026

INTC, NVDA, EVTL, AAL, JOBY, UBER, MU, AMD, ARM, AVGO, DDOG, SHOP, WDC, AAPL, ORCL, MAGS

AI infrastructure gains for AMD and MU contrast with Intel’s yield-driven plunge. Margin expansion from labor stagnation sustains a risk-on bias.

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NFLX $82.7B WBD Bid & TSLA Robotics Pivot Drive Market Revaluation

January 23, 2026

TSLA, INTC, NFLX, WBD, META, MSFT, AMZN, ORCL, AMD, SLB

Netflix pivots to $82.7B all-cash WBD deal for market dominance while TSLA gains 3% on 2026 robotics targets, marking an urgent transition to high-stakes M&A.

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CAT Hits $640 on AI Power Play; NVDA and BTGO Lead Market Shift

January 22, 2026

CAT, LCID, ROCK, MRNA, MRK, NVDA, GOOGL, TSLA, NDAQ, AMZN, MSFT, NFLX, WBD, INTC, BTGO, GE, RTY

CAT surges past $640 as AI infrastructure demand pivots to power; BitGo’s IPO tests 2026 tech appetite. Monitor small-cap rotation as RTY hits record highs.

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