Market Trends in 3 Minutes
January 12, 2026
Meta Inks 6.6GW Nuclear; Intel Gets US Bet; Apple Slumps
Meta (META)
Nuclear Layout: Signed nuclear power agreements exceeding 6.6 GW, becoming the largest nuclear energy buyer among non-cloud hyperscale operators.
Infrastructure Strategy: Utilizing nuclear power for the "Prometheus" AI projects in Ohio and Pennsylvania; meanwhile, the "Hyperion" facility uses natural gas for power generation.
Energy Cooperation: Reached deals with companies such as Oklo and Vistra, driving strength in utilities and technology-related sectors.
Minimax (00100.HK)
Hong Kong Listing: Listed on the Hong Kong Stock Exchange, raising $619 million, with shares surging 109% at the close of the first trading day.
Operating Data: Cumulative development costs are only approximately $500 million, demonstrating high capital efficiency; the gross margin of its enterprise API business exceeds 65%.
Intel (INTC)
Government Relations: CEO Lip-Bu Tan met with President Trump and Commerce Secretary Howard Lutnick; the U.S. government currently holds Intel stock valued at over $10 billion.
Stock Performance: Shares rose 10% in recent trading sessions.
Technical Showcase: Demonstrated a new processor series at CES; government shareholding targets are linked to product performance milestones.
Meta (META)
Nuclear Layout: Signed nuclear power agreements exceeding 6.6 GW, becoming the largest nuclear energy buyer among non-cloud hyperscale operators.
Infrastructure Strategy: Utilizing nuclear power for the "Prometheus" AI projects in Ohio and Pennsylvania; meanwhile, the "Hyperion" facility uses natural gas for power generation.
Energy Cooperation: Reached deals with companies such as Oklo and Vistra, driving strength in utilities and technology-related sectors.
Minimax (00100.HK)
Hong Kong Listing: Listed on the Hong Kong Stock Exchange, raising $619 million, with shares surging 109% at the close of the first trading day.
Operating Data: Cumulative development costs are only approximately $500 million, demonstrating high capital efficiency; the gross margin of its enterprise API business exceeds 65%.
Intel (INTC)
Government Relations: CEO Lip-Bu Tan met with President Trump and Commerce Secretary Howard Lutnick; the U.S. government currently holds Intel stock valued at over $10 billion.
Stock Performance: Shares rose 10% in recent trading sessions.
Technical Showcase: Demonstrated a new processor series at CES; government shareholding targets are linked to product performance milestones.
Apple (AAPL)
Stock Trend: Share price fell for 8 consecutive trading days, matching the longest losing streak since May 2025; down 5.5% year-to-date.
CEO Compensation: Tim Cook's 2025 compensation is approximately $74.3 million, including a $3 million annual salary and $57.5 million in stock awards.
Snowflake (SNOW)
M&A Dynamics: Announced the acquisition of AI observability platform Observe (valued at approximately $1 billion), aimed at increasing the speed of identifying system issues for customers and reducing costs.
xAI
Financial Status: Internal documents show expenditures of nearly $8 billion in the first nine months; although revenue doubled to $107 million, losses continue to expand due to data center construction and talent recruitment.
TSMC (TSM)
Revenue Performance: Reported a 20% revenue growth for the December quarter.
Market Position: Investors view its subsequent reports as an important indicator for the "AI trade."
Walmart (WMT)
Digital Transformation: Market capitalization is nearing $1 trillion, attributed to long-term investment in e-commerce and "Online Pickup" technology, alongside developing "Agentic Commerce" utilizing AI to assist shopping.
Other Company Updates
Applied Digital (APLD): Share price has soared 54% so far this year.
Applied Materials (AMAT): Share price rose 18%.
SanDisk (SNDK): Share price rose 12% to 14%.
Oklo (OKLO): Inspired by the Meta deal, the share price rose 14%.
Vistra (VST): Inspired by the Meta deal, the share price rose 13%.
Lam Research (LRCX): Share price rose 8%.
Oracle (ORCL): A leader in software industry performance, the share price rose 5%.
Nvidia (NVDA): Slightly declined by about 0.1% amidst the rally in chip stocks.
Important Disclosure
This newsletter is for informational purposes only and does not constitute investment advice. Content is generated by AI and may contain inaccuracies; always verify data independently before trading. Investing involves significant risk of loss. AlchemyJ is not a registered financial advisor. By reading this, you agree to our terms.
