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Latest Market Digest

Updated Feb 3 • 2:11 PM

Market Digest Updated Feb 3 • 2:11 PM
Top Story

AI Boom Pushes Chipmakers Past Chinese Internet Giants

AI-driven reallocation of capital is happening now — memory-chip makers are displacing internet platforms as market leaders, which matters for portfolio risk and sector bets.Bloombergreports Samsung and SK Hynix are poised to eclipse a duo of Chinese internet giants by market value, signaling that investors should reassess exposure to semiconductors, China internet, and linked ETFs. The shift is powered by surging demand for memory used in generative AI models, boosting chipmakers’ earnings outlook and prompting a rotation that alters index weights and trading flows.Market capmoves like this can force passive funds to rebalance and increase liquidity into Korean suppliers, so expect more investor inflows to semiconductor supply chains as AI monetization scales.
Wall Street Fed Watch

BLS Jobs Report Delayed

The Bureau of Labor Statistics has postponed this week’s monthly jobs report because of the partial government shutdown. That removes a key, timely snapshot of hiring, wages, and unemployment from markets and policymakers. The missing data could boost market volatility and complicate economic decision-making until regular reporting resumes.
Wall Street Fed Watch

Dollar Holds As Aussie Advances

The dollar kept recent gains on Tuesday after stronger-than-expected economic readings and rising bets on tighter Federal Reserve policy. Those factors outweighed market worries about a possible U.S. government shutdown, while the Australian dollar ticked higher ahead of a Reserve Bank of Australia meeting. Traders are parsing incoming data and central-bank cues for direction in risk assets and currencies, with shifting rate expectations continuing to underpin dollar strength.
Tech Ai Power Plays

AI Drives Energy Demand Spike

AI and data centers are being blamed for a 42% rise in U.S. electricity costs. Exelon CEO Calvin Butler warned the grid could face severe strain as power consumption tied to these technologies is expected to grow 133%. That combination could force rapid expansion of generation and transmission, raise consumer rates, and intensify debates over where new capacity should come from. Investors, regulators, and grid operators will need to balance reliability, affordability, and clean-energy goals as demand surges.
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