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.

  
  

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.

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For informational purposes only; not investment advice. This content is generated by Agentic AI; we do not guarantee its accuracy or completeness. AI-generated information may contain errors or interpretative biases and should not be relied upon as the sole basis for investment decisions. Readers must possess appropriate risk tolerance and exercise independent judgment. We assume no liability for any investment outcomes resulting from reliance on this information.