Real-time News

On February 4th, Intel (INTC.O) CEO Chen Liwu stated that the memory chip shortage in the computer industry is likely to persist for at least two years. He said on Tuesday, "To my knowledge, there are currently no mitigation measures." Chen Liwu said he spoke with two key figures in the memory industry who told him, "There won't be any relief until 2028." The massive construction of artificial intelligence infrastructure has significantly increased the demand for memory chips, leading to a reduction in the supply of chips available for traditional computers and smartphones. This has resulted in chip shortages and price increases—which could dampen consumer willingness to purchase these products. Chen Liwu also pointed out that Nvidia, as a leading supplier of AI processors, will further drive up memory demand with its latest Rubin platform and next-generation products, as artificial intelligence will "consume a lot of memory."

Ukrainian President Zelensky: If the United States and Europe cannot stop Russia's attacks, who will believe that there is any power to guarantee that no new war will break out?

The U.S. Secretary of State and Secretary of Agriculture stated that, under the new water agreement, Mexico has committed to supplying the United States with at least 350,000 acre-feet of water annually.

February 4th - On February 3rd local time, US President Trump and Colombian President Petro held talks at the White House. The two sides discussed combating drug trafficking, economic cooperation, and the regional situation. The meeting lasted nearly two hours. It is understood that attendees also included US Vice President Vance, Secretary of State Rubio, Colombian Foreign Minister Villavicencio, Colombian Ambassador to the US Daniel García-Peña, and Colombian Defense Minister Pedro Sánchez. It is also understood that shortly before Petro's meeting with Trump, the Colombian government announced the extradition of a drug trafficker to the United States.

Israeli Prime Minister's Office: Ahead of U.S. Special Envoy Witkov's trip to meet with Iranian representatives, Netanyahu reiterated his position that Iran has repeatedly demonstrated that its promises are unreliable.

As of the 2:30 closing bell, the main Shanghai gold futures contract rose 4.20%, the main Shanghai silver futures contract rose 5.93%, and the main SC crude oil futures contract rose 1.78%.

On February 4th, Novo Nordisk (NVO.N) shares listed in the US fell more than 13% on Tuesday after the company unexpectedly warned that its 2026 sales would decline more sharply than expected, due to price pressures impacting sales of its best-selling diabetes and weight-loss drugs in the US. The Danish company stated that it expects global sales for the full year of 2026 to decline by 5% to 13% compared to 2025 levels (excluding currency fluctuations). In contrast, sales grew by 10% in 2025. The company stated that US sales would decrease due to price reductions for drugs including Ozempic and Wegovy. They noted that the company recently reached an agreement with the Trump administration to lower drug prices. The main ingredients of these two drugs will also lose patent exclusivity in some countries outside the US, potentially opening up opportunities for low-priced generic competition. This deteriorating outlook is yet another piece of bad news for this once-rapidly growing company, a pioneer in the weight-loss drug market.

According to the White House, Witkov and Kushner will participate in talks with Russia and Ukraine in Abu Dhabi on February 4.

White House Press Secretary: U.S. Special Envoy Witkov is determined to explore diplomatic avenues with Iran.

The Federal Reserve accepted a total of $1.785 billion from 18 counterparties in its fixed-rate reverse repurchase operations.

On February 4th, Russian President Vladimir Putin stated on February 3rd that Russia's GDP growth in 2025 is projected to be 1%, a slowdown in line with expectations. Speaking at a meeting on economic issues in Moscow, Putin said that Russia's economic growth rate in 2025 will be lower than the 4.1% of 2023 and 4.3% of 2024. He stated that the slower economic growth in 2025 is in line with expectations, mainly due to specific measures aimed at reducing inflation. Putin explained that Russia's inflation rate in 2025 has already fallen to 5.6%, lower than 9.5% in 2024. Furthermore, as of January 26th, Russia's annualized inflation rate this year was 6.4%. Putin expects the inflation rate to potentially fall to 5% this year. Putin pointed out that Russia's current task is to restore economic growth, improve the business environment, and attract investment by increasing production capacity. These measures have been incorporated into the economic restructuring plan until 2030.

White House Press Secretary: U.S. Special Envoy Witkov has left and is preparing to meet with Iranian officials; negotiations are proceeding as planned.

Market news: The US military says it has deployed some troops to Nigeria.

Sources say the U.S. government is working to issue Venezuela a general license for oil and gas production as soon as possible.

Intel (INTC.O) CEO: The company is doubling down on glass as a key material in chip manufacturing.

Tesla (TSLA.O) will testify before the Senate Commerce Committee on Wednesday, arguing that Congress must modernize regulations governing self-driving cars.