Amazon and OpenAI Collaborate, While Microsoft Joins Forces with Startup Lambda
Amazon and OpenAI Partnership: Amazon has struck a $38 billion deal with OpenAI, allowing the AI developer to utilize Amazon Web Services for its AI workloads on Nvidia GPUs.
Microsoft and Lambda Collaboration: Microsoft has announced a multi-billion dollar agreement with AI startup Lambda to deploy AI infrastructure powered by Nvidia GPUs, reflecting the growing demand for high-performance computing.
Decline in EV Sales: Ford and Hyundai have reported significant declines in electric vehicle sales for October, attributed to the expiration of federal incentives that encouraged earlier purchases.
Market Minute Overview: Yahoo Finance's Market Minute provides updates on these key stories and offers insights into the best and worst performing stocks of the trading session.
Trade with 70% Backtested Accuracy
Analyst Views on F
About F
About the author

- Intensifying Market Competition: Detroit automakers Ford and General Motors have been warned to reduce operations in China and focus on North America to counter the fierce competition from Chinese EV manufacturers, which could lead to a decline in their market share.
- Rise of Chinese EVs: Chinese EV makers are rapidly expanding globally, capturing nearly 10% of the European market with advanced technology and low prices, creating survival pressure for traditional automakers.
- Intellectual Property Sharing: Analysts emphasize that Detroit automakers need to learn from China's production models, particularly in terms of intellectual property sharing, to enhance their production efficiency and competitiveness, thereby avoiding market obsolescence.
- Potential Collaboration Opportunities: Ford is exploring partnerships with Chinese automakers, especially in the European market, which could provide new momentum for future growth and offer investors a long-term competitive advantage.
Stock Market Outlook: The Super Bowl Indicator suggests a positive year for the stock market, particularly following the Seattle Seahawks' victory.
Investor Sentiment: Even skeptics of the Super Bowl Indicator can find reasons for optimism as the market approaches a significant January jobs report.
- Market Sentiment Dips: Following a strong rebound on Friday, U.S. stock futures declined on Monday, reflecting cautious market sentiment amid concerns over upcoming economic data, particularly regarding inflation and labor market changes.
- Japanese Market Surge: The Nikkei 225 index broke the 57,000-point barrier for the first time, driven by Prime Minister Sanae Takaichi's landslide election victory and a high-profile endorsement from Trump, indicating a robust recovery in Japan that may attract more international investors.
- Stable Treasury Yields: The 10-year Treasury bond yield stood at 4.22%, while the two-year yield was at 3.50%, suggesting market expectations for the Federal Reserve's future interest rate policy are stabilizing, with an 84.2% likelihood of rates remaining unchanged in March.
- Stock Dynamics: FedEx shares rose 0.47% after announcing plans to acquire InPost for €7.8 billion, showcasing a proactive business expansion strategy, while ON Semiconductor fell 1.38% as analysts expect quarterly earnings to miss expectations.

- Stock Market Trends: Stock futures were declining on Monday as investors expressed concerns about the sustainability of a recent relief rally.
- Investor Sentiment: There is a prevailing uncertainty among investors regarding the market's ability to maintain upward momentum following last week's gains.
- Sodium-Ion Battery Lifespan: BYD's sodium-ion batteries are capable of 10,000 charge cycles, significantly exceeding the typical range of 1,500 to 3,000 cycles, which enhances the overall lifespan and market competitiveness of its electric vehicles.
- Solid-State Battery Production Plans: BYD aims to commence small-scale production of its sulfide solid-state batteries by 2027, promising longer lifespans and faster charging times, which could further advance electric vehicle technology and market acceptance.
- Sales Decline Impacting Stock: BYD's sales in the Chinese market fell by 30% in January, with only 210,051 units sold, marking a 50% drop from December 2025, potentially exerting negative pressure on its stock price and reflecting market demand fluctuations.
- Competitive Dynamics with Tesla: BYD's technological breakthroughs may intensify competition with Tesla, which is enhancing battery energy density through dry electrode processes, indicating a fierce competitive landscape in the battery technology sector.
- DuPont Earnings Expectations: DuPont is expected to report earnings of $0.43 per share and revenue of $1.69 billion for Q4 2025, with analysts noting ongoing pressure in short-cycle businesses, while slight improvements in the automotive sector may influence investor sentiment.
- Cisco's AI Focus: Cisco anticipates earnings of $1.02 per share and revenue of $15.1 billion for Q2 FY2026, with CEO highlighting a major multi-year campus networking refresh, making AI infrastructure demand a critical growth driver.
- Importance of Employment Report: The January employment report is expected to show an addition of 80,000 nonfarm payrolls and an unchanged unemployment rate of 4.4%, directly impacting private consumption and U.S. GDP, making it crucial for investors to monitor.
- Consumer Price Index Insights: The January CPI is projected to increase by 2.5% year-over-year, with core CPI rising by 2.6%, providing essential inflation details despite not being the Fed's preferred measure, particularly regarding persistent shelter cost inflation.










