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Updated on February 2, 2026 at 1:28 AM UTC, Apple faces intensifying competition for chips as AI companies bid aggressively for the same components. Nvidia has surpassed Apple as TSMC’s largest client, while TechInsights projects DRAM prices could quadruple and NAND triple by year-end. Mike Howard estimates an extra $57 memory cost for an entry-level iPhone 18, impacting margins on a $799 device.

On Sunday, Strategy executive chairman Michael Saylor hinted the firm added Bitcoin after a more than 13% weekend slide pushed BTC to $75,892, briefly under its $76,040 cost basis before rebounding to $76,765. The drop followed President Donald Trump's Friday nomination of Kevin Warsh; Saylor posted “More Orange” alongside a $55 billion purchases chart.

In January 2026, BYD's vehicle sales fell to 210,051 units, a drop of about 30% from 300,538 a year earlier, as domestic demand weakened after China's EV subsidy cuts and holiday effects. The company offset part of the decline by exporting 100,482 vehicles, nearly half of its monthly total, and plans to increase overseas shipments by roughly 25% this year. Chinese brands, including BYD, expanded their presence in Europe's EV and hybrid market in 2025, while high US tariffs kept them out of American showrooms.

In January, a severe winter storm across the United States led many Bitcoin mining firms to scale back power consumption, sharply reducing output. CryptoQuant data indicates that publicly traded miners' daily production, usually around 70–90 BTC before the storm, fell to roughly 30–40 BTC at the height of the disruption. As conditions improved, production partially recovered, suggesting the curtailments were temporary and largely voluntary.

Hours after the firm's Bitcoin position briefly went below cost on Sunday, Michael Saylor posted "More Orange" on X, hinting at further accumulation. According to data released Sunday, Strategy holds 712,647 BTC at an average cost of $76,038, after price touched about $75,500. An analyst said unsecured debt and cash reserves help limit near‑term leverage risk.

On Friday, silver sank 26% and gold slid 9% in one of the sharpest single-day metal selloffs after weeks of speculative buying from China had driven prices to record highs. The move accelerated when reports surfaced that Donald Trump planned to nominate Kevin Warsh as Federal Reserve chair, lifting the dollar and ending the momentum trade. Trading volumes in silver products surged, with the iShares Silver Trust alone recording more than $40 billion in turnover as options activity and algorithmic strategies amplified the reversal.

According to Bob Elliott of Unlimited Funds, the average dollar invested in BlackRock's iShares Bitcoin Trust turned negative following Friday's close, as Bitcoin fell into the mid-$70,000 range. CoinShares data for the week to Jan. 25 show nearly $1.1 billion in Bitcoin fund outflows and $1.73 billion across crypto funds, the largest weekly withdrawal since mid-November.

On Tesla's Q4 earnings call, Elon Musk outlined a shift from passenger cars to autonomy, in-house chips via TerraFab, and humanoid robots, confirming the end of the Model S and Model X. He said Optimus V3 is due this year with production targeted for 2027, while a William Blair model envisions $25 billion annually if 500,000 units sell at $50,000 each.

On Sunday, Elon Musk said SpaceX has halted unauthorized Russian access to Starlink. He cited measures such as location restrictions and speed-based shutdowns (typically 75–90 km/h), while Ukraine's Mykhailo Fedorov noted initial results and continued coordination. SpaceX also revised its privacy policy in mid‑January 2026, and Starlink serves 155 countries as of February 2026.

On February 1, 2026, Michael Saylor said Strategy lifted the dividend on its Stretch (STRC) preferred stock by 25 bps to 11.25% for February. It is the sixth rise since the product launched in July 2025, and the rate resets monthly to help keep pricing near the $100 par. STRC last closed at $98.99, with $2.25 billion in reserves supporting payout obligations.