11:01 (US) Treasury announces to buy back $6.0B in nominal coupons10:57 6669.TW Amazon and Wiwynn reportedly plans to expand Texas server rack facility - WSJ11:03 STM 10:50 ET Citi conf: Expects AI data-center revenue above $1B in 2026 and well above $2B in 2027, with near-term growth driven primarily by connectivity products for optical transceivers, including silicon photonics, microcontrollers and BiCMOS EICs.11:10 VEEV 11:00 ET Wells conf: Reaffirms the 2030 Revenue target of $6B, with AI expected to be largely incremental; the target was primarily built around existing life-sciences enterprise applications, while Falcon agents and expansion into horizontal markets offer upside.11:02 STX 10:50 ET Citi conf: Expects revenue and profitability to improve every quarter through FY27, supported by purchase orders already in place; demand is growing faster than management anticipated, with the supply-demand gap widening rather than narrowing.11:06 NBIS 10:50 ET Citi conf: Demand is exceeding supply by an increasingly wide margin; management said AI use cases are growing exponentially while physical infrastructure cannot scale as quickly, making the imbalance “more and more severe” rather than showing any recent moderation.
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11:01(US) Treasury announces to buy back $6.0B in nominal coupons
10:576669.TW Amazon and Wiwynn reportedly plans to expand Texas server rack facility - WSJ
11:03STM 10:50 ET Citi conf: Expects AI data-center revenue above $1B in 2026 and well above $2B in 2027, with near-term growth driven primarily by connectivity products for optical transceivers, including silicon photonics, microcontrollers and BiCMOS EICs.
11:10VEEV 11:00 ET Wells conf: Reaffirms the 2030 Revenue target of $6B, with AI expected to be largely incremental; the target was primarily built around existing life-sciences enterprise applications, while Falcon agents and expansion into horizontal markets offer upside.
11:02STX 10:50 ET Citi conf: Expects revenue and profitability to improve every quarter through FY27, supported by purchase orders already in place; demand is growing faster than management anticipated, with the supply-demand gap widening rather than narrowing.
11:06NBIS 10:50 ET Citi conf: Demand is exceeding supply by an increasingly wide margin; management said AI use cases are growing exponentially while physical infrastructure cannot scale as quickly, making the imbalance “more and more severe” rather than showing any recent moderation.

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12:24 (US) Market Trading Hours Summary: As expected, Dec PCE runs hotter than CPI, Q4 GDP impacted by shutdown; Supreme Court strikes down IEEPA tariff powers
S&P 5007631.5 0.55%EUR/USD1.16 0.04%USD/JPY159.03 3.65%GBP/USD1.34 0.8%OIL--Gold4420.1 8.31%