Microsoft will invest $80 billion in fiscal year 2025 to build data centers for AI workloads, with over half of the spending happening in the U.S.

Source: https://www.cnbc.com/cybersecurity/

In 2024, the S&P 500 gained 23%, marking the best cumulative returns since 1997-1998. This significant growth may have caused investors' stock-to-bond allocation to shift, resulting in a riskier portfolio due to muted bond returns of 1%. Therefore, it is advisable for investors to review and adjust their portfolios.

Source: https://www.cnbc.com/cybersecurity/

The US House of Representatives has begun voting for its next speaker, with outgoing Speaker Mike Johnson nominated by Republicans and Rep. Hakeem Jeffries nominated by Democrats.

Source: https://www.cnbc.com/cybersecurity/

In the CNBC Investing Club's Morning Meeting recap, Wall Street rallies with all sectors of the S&P 500 in positive territory. Nvidia, a Club holding, performs well, up around 4%, possibly due to anticipation of CEO Jensen Huang's keynote at CES. The Club sold Nvidia stock on Thursday, securing a nearly 1000% gain, maintaining their "own it, don't trade it" stance. Apple is also mentioned but no specific details are provided.

Source: https://www.cnbc.com/cybersecurity/

Rivian Automotive's shares rose 19% after meeting 2024 production and delivery guidance, while U.S. Steel's shares fell 6% due to President Biden's decision to block Japan's Nippon Steel acquisition. Block's shares also increased 5.1% following an upgrade to outperform.

Source: https://www.cnbc.com/cybersecurity/

General Motors and Ford both achieved their highest U.S. vehicle sales since 2019. GM sold over 2.7 million vehicles, a 4.3% increase from the previous year, while Ford sold 2 million vehicles.

Source: https://www.cnbc.com/cybersecurity/

U.S. Surgeon General Dr. Vivek Murthy issued a warning about the link between alcohol consumption and increased cancer risk, specifically mentioning seven types of cancer. He called for policy changes to reduce alcohol-related cancers.

Source: https://www.cnbc.com/cybersecurity/

China's central bank may cut interest rates, Tesla's shipments from Shanghai factory decline, and Wolfe Research raises price target on Club name C.

Source: https://www.cnbc.com/cybersecurity/

The US Department of Transportation fined JetBlue Airways $2 million for chronically delayed flights on four routes between June 2022 and November 2023.

Source: https://www.cnbc.com/cybersecurity/

Rivian produced 49,476 vehicles in 2024, meeting its lowered production target. Deliveries reached 51,579 vehicles.

Source: https://www.cnbc.com/cybersecurity/