FIS Knights of Columbus Global Belief ETF(KOCG.US)

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"Father of HBM": The commercialization process of High Bandwidth Flash (HBF) exceeds expectations and may be integrated into GPUs within 2-3 years, with a market size surpassing HBM

The latest prediction from Kim Joungho, known as the "father of HBM," shows that the commercialization process of High Bandwidth Flash (HBF) has significantly accelerated compared to expectations. This technology is expected to be integrated into GPU products from NVIDIA, AMD, and others within the next 2-3 years. With the tenfold capacity advantage brought by NAND stacking, HBF will fill the storage gap of HBM in AI inference scenarios. The market expects it to achieve large-scale application in the HBM6 phase, and by 2038, the market size may even surpass HBM, becoming a key force in the next generation of high-bandwidth storage

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NVDL
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NVDA
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Meta glasses are selling so well that they plan to double production capacity to meet the surge in demand

According to reports, as the sales momentum of Ray-Ban Meta glasses is strong, Meta has suggested that EssilorLuxottica SA increase its annual production capacity to 20 million pairs or more by the end of 2026. If demand is strong enough, production capacity will be further established to over 30 million pairs

Wallstreetcn·
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META
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US STOCKS-Wall Street falls with financials amid credit card rate plan

U.S. stocks fell on Tuesday, driven by a decline in financial shares following JPMorgan's warning about President Trump's proposed 10% cap on credit card interest rates. Despite JPMorgan reporting better-than-expected Q4 profits, concerns over the cap led to a selloff in financial stocks, including Visa and Mastercard. The S&P 500 dropped 0.20%, the Nasdaq fell 0.10%, and the Dow Jones decreased by 0.81%. Analysts expect positive earnings for the fourth quarter, but the market reacted to inflation data and the potential impact of the credit card rate proposal.

Reuters·
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JPM
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V
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Reuters·
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JPM
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JPMorgan Chase's Shares Nosedive After Q4 Results, This Analyst Remains Bullish

JPMorgan Chase's shares fell 3.33% to $313.68 following its Q4 earnings report, which showed earnings of $4.63 per share, below the consensus of $5.02. Despite lower revenues, the bank's earnings were supported by better expenses. Goldman Sachs analyst Richard Ramsden maintained a Buy rating with a price target of $386, noting strong loan growth and a positive outlook for net interest income (NII) in 2026, projected at $103 billion, exceeding market expectations.

benzinga_article·
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JPM
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benzinga_article·
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JPM
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JP Morgan: Adjusted revenue for the fourth quarter was $46.77 billion, compared to market expectations of $46.35 billion; fourth quarter FICC sales and trading revenue was $5.38 billion, compared to market expectations of $5.27 billion; fourth quarter equity sales and trading revenue was $2.86 billion, compared to market expectations of $2.7 billion

JPMorgan Chase announced that its adjusted revenue for the fourth quarter was $46.77 billion, exceeding market expectations of $46.35 billion. FICC sales and trading revenue was $5.38 billion, also higher than the expected $5.27 billion; equity sales and trading revenue was $2.86 billion, surpassing the expected $2.7 billion

Wallstreetcn·
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JPM
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Wallstreetcn·
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JPM
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