2026-01-08 03:26:35

Last week, the US economic calendar saw adjustments. The Department of Commerce rescheduled the release schedule of key data for 2025, with the initial GDP estimates for Q4 and the full year moved to February 20, while personal income and expenditure data for October and November are set for January 22. Such policy tweaks may seem insignificant, but the delayed releases could further exacerbate short-term market uncertainty.

Meanwhile, the US Energy Department announced a notable move—unlimited control over Venezuela's oil sales, with revenues directly flowing into accounts under US control. This policy shift is expected to exert downward pressure on oil prices and may continue to weigh on crude oil volatility in the short term.

In commodity markets, gold slightly retreated to $4454 per ounce, ending recent gains and possibly brewing for larger fluctuations. Silver edged up to $77.33 per ounce, but volatility has clearly increased, with tight inventories acting as a catalyst. Crude oil closed at $56.34 per barrel, with the Venezuela agreement altering investor expectations regarding supply. The US dollar index remained around 98.49, showing no clear direction.

The US stock market displayed typical tech sector divergence. The Dow fell 0.94% to 48,996 points, dropping significantly from its all-time high and under pressure for two consecutive days. The S&P 500 declined 0.34% to 6,920.93 points, with bank stocks dragging down overall performance. Conversely, the Nasdaq rose slightly by 0.16% to 23,584.27 points, reflecting notable internal divergence within the tech sector.

Specifically, Google led gains of over 2%, surpassing a market capitalization of $3.88 trillion for the first time since 2019—catalyzed by AI chips and the Gemini 3 release. Microsoft and several chip companies also gained favor, each rising over 1%. In contrast, Apple declined slightly, as delayed Siri upgrades dampened market expectations for its innovation, with its market cap slipping to $3.84 trillion. Meta fell more than 1%, intensifying social media competition. Tesla also saw a modest decline.

The crypto market also faced pressure. Bitcoin dropped 1.23%, while Ethereum declined more sharply by 2.09%. Overall, this downturn reflects both a decline in macro risk appetite and an adjustment in investor expectations for a correction from high US stock levels.

BTC0,08%

ETH0,54%

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metaverse_hermit

· 01-09 20:46

Has Google surpassed Apple? The AI boom really is different. Delayed data releases—are they creating suspense in the market? Venezuela's oil industry is doing this, can oil prices still rise? Bitcoin dropped again, when will the bottom be? The Nasdaq only rose 0.16% and calls it a gain—this market is boring. Gold is at 4454 and still falling? My short position is crying. Apple Siri's recent moves are really ugly. The high-level correction in US stocks, crypto is following suit—so realistic. Google AI is truly top-notch this time; surpassing Apple at that moment was awesome. Bank stocks dragging down the market—this is an old story, right? Chips are once again the favorites? This round of divergence is really outrageous. Meta dropped over 1%, is there still hope in social media? Tesla's decline is just casual; I'm already numb. Risk appetite is declining—what else can we expect? Ethereum is suffering more than Bitcoin—there's a story behind this.

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LiquidityNinja

· 01-09 06:41

Google's move is really awesome, directly surpassing Apple, AI is the way to go Venezuela's oil strategy, the US still plays, oil prices are being tightly controlled Gold at 4454 still seems to be oscillating, a bit tiring Data delayed release? This is digging a hole for the market, uncertainty is at its peak BTC has fallen again, but this is the real buying opportunity, long-term optimism Apple's Siri issue is a bit awkward, innovation really can't keep up The US stock market is so polarized, with serious internal divisions in tech, careful selection is needed Silver inventory shortages are pushing prices up, this logic still holds The entire market is adjusting expectations, a pullback from high levels is very normal Cryptocurrency declines are larger than US stocks, feeling a bit panicked? Or is the opportunity coming

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MergeConflict

· 01-08 03:56

Google breaks 3.88 trillion, finally surpassing Apple. AI is the productivity booster.

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NftDeepBreather

· 01-08 03:55

Will Google overthrow Apple? AI is really on top this wave, but don’t get too excited, it’s just the beginning. The delayed GDP release was truly brilliant; the market is even more panicked now. Venezuela’s oil move was a bit ruthless; oil prices still need to bear the pressure. Gold’s recent correction feels like a buildup for a big move; keep a close watch. The crypto market is again following the stock market; when will it have an independent trend? Apple’s Siri delay is a sign that innovation needs to step up. In this round of AI chip market, Microsoft and NVIDIA are the real winners. The Dow Jones Industrial Average has fallen for two days in a row; such clear tech divergence calls for caution. Bitcoin couldn’t hold, Ethereum is even worse; market sentiment is really poor. Gold’s slight correction? I see it as a buildup; there’s a big show coming. The Federal Reserve’s delayed data operation has indeed increased uncertainty. Once that Venezuela issue surfaced, it became even harder for crude oil to rise. The Nasdaq holding up well is good, but the divergence is becoming more obvious. Following the US stock market in the crypto space is really pointless; when will it become independent? Google surpassing Apple, has the tech leadership changed? That’s interesting. Gold, silver, and crude oil are all in turbulence; what is the commodity market waiting for?

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MetaMaskVictim

· 01-08 03:42

Google has finally turned around; chips are indeed the king, and the Apple Siri suite should have been phased out long ago. The crypto market is about to dip again; every time the US stock market adjusts, we have to go along for the ride. Venezuela's oil move is ruthless; can oil prices continue to surge? Gold is still brewing; let's wait and see if we can buy the dip. Delayed data releases are like setting mines; no one can expect to sleep well in the short term. Microsoft's chip concept seems a bit more stable this time; Bitcoin is a little painful right now. Looking at this tech differentiation, the AI hype hasn't faded yet. Meta also took a pretty hard hit; the social media era is coming to an end. When will Tesla rebound? It's been dragging down the overall market. The tight silver inventory is real; someone is secretly stockpiling.

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fren.eth

· 01-08 03:38

Google finally made a comeback, Apple's innovation really underwhelms... --- That move in Venezuela, the US's approach is a bit harsh --- Another data release delay, are they digging a hole for the market? --- Bitcoin is dropping again, when can I get on board... --- Is gold about to be dumped? Seems like it will fall further --- The Dow Jones Industrial Average has fallen for two consecutive days, is a correction coming from the high? --- Is Gemini 3 so powerful? How did it surpass Apple so quickly? --- Silver inventory is tight but still falling, quite interesting --- Oil prices are being held down by the US, no short-term rebound expected --- The internal division in tech is so intense, no wonder the Nasdaq didn't follow suit and plunge

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