EverHint - AI Bubble Radar — January 15, 2026
TSMC CEO dismisses bubble fears as chip demand soars, but AI hits energy wall. Hyperscalers committing $400B while Goldman's Solomon validates infrastructure boom. Supply can't meet demand despite Nvidia's sluggish stock. Nuclear emerges as the new AI constraint.
Latest Market News — January 13, 2026 (Last 12 Hours) — Breaking Developments
S&P 500, Dow near record highs despite mixed CPI data. JPMorgan earnings in focus as Trump doubles down on 10% credit card cap, hitting Visa/Mastercard. Apple-Google Gemini deal boosts Alphabet. Japan's Nikkei soars 3.13% on snap election bets. Pentagon invests $1B in L3Harris rockets.
Company News & Sentiment — January 6, 2026 — 24-Hour Snapshot
Tech dominates with CES 2026 AI chip unveilings from Nvidia, AMD. Notable: Nvidia's autonomous driving platform, Marvell's $540M XConn buy, AIG CEO Zaffino steps down. Venezuela strike lifts energy/defense. Mixed sentiment +22% bullish driven by AI momentum, M&A activity.
