Elon Musk, Chief Executive Officer of Tesla Inc., at the White House Oval office in Washington on Tuesday, February 11, 2025.
Aaron Schwartz | Bloomberg | Getty Images
In January, US consumers did not feel like they were prone to opening their wallets, causing retail for the month to fall more than expected, which could weigh in Gross Domestic Product given the heavy confidence of the economy American in consumer expenses.
In contrast, in the corporate world, the bag wires look looser. An agreement between Intel, Broadcom AND Tsmc It is reported to be in the preliminary stages of the talks, and can see the chipmaker -ii guarded his business into two.
The money was also coming from Elon Musk. The “Special Government employee” submitted a $ 97 billion offer to Openai on February 10. However, it was rejected aloud by the beginning of artificial intelligence on Friday. Openai Mayor Bret Taylor said in a statement that the company “Not on Sale”, proving that there are some things even money can not buy.
What do you need to know today
Positive weeks for indices
The main US standards were mixed on Friday. S&P 500 was slightly changed and Dow Jones Industrial AveragIt fell 0.37%. However, Nasdaq increased 0.41%, aided by double jumps in the shares of rock AND Airbnb. All indices ended the highest week. Pan-European Stoxx 600 The index withdrew 0.24%, catching four consecutive days of profits. However, the index closed on Friday with the Eighth consecutive positive, which has brought it about 9% higher for the year.
Openai returns the moss
Openai has refused Elon Musk’s proposal to buy the nonprofit parent on the start of artificial intelligence for $ 97.4 billion. Openai’s lawyer, William Savitt, wrote on Friday Musk’s lawyer Marc Toberoff that the board ended the “highly published” offer “highly published” is not actually an offer. ” , it is not in the best interest of the OAI mission and has been rejected, ”reads Savitt’s letter.
TSMC and Broadcom are interested in Intel
The Taiwan and Broadcom semiconductor company is reviewing the Intel bids that would divide the chipmaker into two, reported the Wall Street Journal on Saturday, citing sources familiar with the issue. Broadcom is interested in the business design and marketing business of Intel chips, while TSMC is watching the US firm’s chip plants, according to the newspaper. No company is working with each other and the talks are still in the early stages.
Retail fall in the US in January
The US retail in January fell 0.9% per month, losing Dow Jones rating for a decrease of 0.2% and coming much lower than the aforementioned revised profit 0.7%. All figures are seasonally arranged but do not prove inflation. With the consumer expenses that make up about two -thirds of all economic activity in the US, sales numbers show a possible increase in growth for the first trimester.
[PRO] Technology shares in the ‘Crime scene’
Technology shares can be in trouble as they approach levels that are not seen in nearly two months, according to BTIG Jonathan Krinsky’s main market technician. Investo QQQ TrustWhich traces Nasdaq-100, has returned to the “crime scene”, Krinsky said, and explains why a return to that point may warn a withdrawal in the stock.
And finally …
Bath, United Kingdom – January 27: In this illustration photo a smartphone screen shows the logo for the Chinese company AI Deepseek in front of the Nvidia website on January 27 in Bath, England. Deepseek’s free chatbot assistant has caused major suspicions among investors in the value of US competition shares Silicon Valley such as Nvidia, Meta platforms, Microsoft and the alphabet they have said they were late late. Losses, the biggest decline in US market history, were blamed on Chinese use of chatbot of lower -cost chips and that the free app uses less data in part of the cost of language assistants his competitors. (Photo by Anna Barclay/Getty Images)
Anna Barclay | Getty Images News | Getty Images
How can China Deepseek strengthen in the database market already
For years, analysts have envisaged exponential growth in databases – the critical infrastructure needed to strengthen the world’s digital transition and training large language models. Data centers often take at least two years to build and orders are already evidenced in 2025-means that the beginning of the R1 model with effective and divisive cost of Deepseek is unlikely to have any immediate impact.
That is to say, Deepseek is unlikely to “significantly reduce the power demand for conclusion”, Andre Kukhin, told the UBS Capital Analyst, told the CNBC, referring to the data management process through a model for made a forecast or to solve a task. Ryan Cox, head of him, at the Synechron consultation firm, also expects that Deepseek’s most efficient technology will eventually lead to more database requests.