【Financial Morning Brief | January 12, 2026】

1. The S&P 500 hit a new high on Friday, the Nasdaq-100 rose 1%, Intel jumped over 10%, Oracle rose nearly 5%; tensions in Iran pushed crude oil futures up over 2%; silver futures in New York gained 12% for the week.

2. U.S. non-farm payroll jobs added in December fell short of expectations, but the unemployment rate dropped; traders nearly erased bets on a rate cut in January.

3. The University of Michigan's January consumer sentiment index rose to its highest level in four months.

4. Trump again threatened Iran, reportedly having reviewed military strike plans.

5. Media reports revealed Trump had ordered the U.S. military command to draft a plan for 'invasion' of Greenland, which faced resistance from the military.

6. U.S. oil companies remain cautious about the White House's push for a trillion-dollar investment plan in Venezuela.

7. State Council Anti-monopoly Commission: issues such as subsidy wars, price competition, and traffic control are prominent in the food delivery platform services industry, and an investigation and assessment will be conducted.

8. China has submitted applications for 200,000 additional satellites; experts say satellite frequency and orbit resource applications have risen to the level of national strategy.

9. SpaceX is accelerating its deployment, approved to deploy another 7,500 Starlink satellites, bringing the total to 15,000.

10. China's 'AI Four Giants' appeared together for the first time—Alibaba, Tencent, Kimi, and Zhipu 'clashing' on the next steps for large models and the possibility of China overtaking in the AI race.

11. SanDisk raised prices, and full payment is required.