US Stock Market Outlook: Non-Farm Report, Indices Rise, Gold and AI Stocks Surge.

U.S. Non-Farm Employment Report Anticipation

Traders are closely monitoring the upcoming U.S. non-farm employment report set to be released at 21:30. Originally scheduled for last Friday, the report was delayed due to the federal government shutdown. Economists predict minimal job growth for January, with the Dow Jones estimating an addition of 55,000 jobs, maintaining an unemployment rate of 4.4%.

Pre-Market Movements

U.S. stock futures are slightly up, with the Dow futures rising 0.06%, Nasdaq futures up 0.02%, and S&P 500 futures increasing by 0.04%.

Key Stock Movements:

• Micron Technology (MU) up over 2%
• TSMC (TSM) up over 1%
• Bilibili (BILI) up nearly 4%
• ASX (ASX) up nearly 3%
• NetEase (NTES) down over 4%
• Alibaba (BABA) and JD.com (JD) down over 1%

Gold and Silver Prices Surge

Gold prices briefly surpassed $5,100, while silver saw an increase of over 5%.

Stock Movements in Precious Metals:

• Pan American Silver (PAAS) and Coeur Mining (CDE) both up over 3%.

Google Acquires Wiz for $32 Billion

The EU has approved Google's $32 billion acquisition of cybersecurity startup Wiz, aimed at enhancing its cloud computing and cybersecurity capabilities.

Microsoft Explores High-Temperature Superconductors

Microsoft is assessing the introduction of high-temperature superconducting cables to improve data center power systems, addressing the power constraints of AI expansion.

Amazon's Satellite Deployment Approved

The FCC has approved Amazon's plan to deploy 4,500 satellites, expanding its satellite constellation to compete with SpaceX. The company aims to launch its "Leo" satellite internet service later this year.

Intel Unveils ZAM Memory Prototype

Intel has showcased its Z-Angle Memory (ZAM) prototype, promising lower power consumption and higher capacity compared to traditional DRAM.

Alibaba Cloud Market Share Increases

Alibaba Cloud's market share in China has risen to 36%, driven by AI demand. The company plans to invest heavily in its Taobao Flash Sale platform.

Micron's Price Target Raised by Deutsche Bank

Micron's stock surged 15% pre-market after Deutsche Bank raised its price target by nearly 70%, citing ongoing DRAM supply constraints.

Lyft's Stock Drops After Earnings Miss

Lyft's stock fell over 17% pre-market after reporting Q4 revenue below expectations, with a weak outlook for Q1.

Ferrari's Stock Continues to Rise

Ferrari's stock is up 5% pre-market following a strong Q4 profit report, driven by product optimization and demand for custom models.

Moderna's Stock Declines After FDA Decision

Moderna's stock dropped over 10% after the FDA declined to review its experimental flu vaccine.

QXO Acquires Kodiak Building Partners

QXO has agreed to acquire Kodiak Building Partners for $2.25 billion, which is expected to significantly boost its earnings in 2026.

Market Outlook

The market anticipates a significant downward revision of approximately 1 million jobs in the upcoming non-farm report, marking one of the largest adjustments in U.S. employment history.

Conclusion

As the market prepares for the non-farm employment report, various sectors are showing mixed movements, with significant developments in tech, cloud computing, and precious metals.