TSMC Eyes 3nm Chip Production in Japan with $17 Billion Kumamoto Investment 
Nintendo Shares Slide After Earnings Miss Raises Switch 2 Margin Concerns 
SpaceX Prioritizes Moon Mission Before Mars as Starship Development Accelerates 
TrumpRx Website Launches to Offer Discounted Prescription Drugs for Cash-Paying Americans 
Baidu Approves $5 Billion Share Buyback and Plans First-Ever Dividend in 2026 
SpaceX Seeks FCC Approval for Massive Solar-Powered Satellite Network to Support AI Data Centers 
Ford and Geely Explore Strategic Manufacturing Partnership in Europe 
Washington Post Publisher Will Lewis Steps Down After Layoffs 
Anthropic Eyes $350 Billion Valuation as AI Funding and Share Sale Accelerate 
Palantir Stock Jumps After Strong Q4 Earnings Beat and Upbeat 2026 Revenue Forecast 
Sony Q3 Profit Jumps on Gaming and Image Sensors, Full-Year Outlook Raised 
CK Hutchison Launches Arbitration After Panama Court Revokes Canal Port Licences 
Nvidia CEO Jensen Huang Says AI Investment Boom Is Just Beginning as NVDA Shares Surge 
SoftBank Shares Slide After Arm Earnings Miss Fuels Tech Stock Sell-Off 
Nvidia Confirms Major OpenAI Investment Amid AI Funding Race 
Prudential Financial Reports Higher Q4 Profit on Strong Underwriting and Investment Gains 
Apple (NASDAQ:AAPL) has partnered with Alibaba (NYSE:BABA) to advance its AI strategy in China, marking a significant milestone, according to Wedbush analyst Daniel Ives. The collaboration, along with Baidu (NASDAQ:BIDU), paves the way for Apple’s AI services launch in China by early May, potentially boosting iPhone upgrades in a market where 100 million devices are due for replacement. Apple Intelligence, debuting with the iPhone 16 and later the iPhone 17, is expected to drive demand and expand Apple’s AI reach globally, with 25% of the world’s population predicted to access AI via Apple devices in the coming years. Apps built on Apple Intelligence could generate new revenue streams and encourage more upgrades.
Meanwhile, Phillip Securities downgraded Amazon (NASDAQ:AMZN) from Buy to Accumulate despite strong Q4 earnings, citing recent price strength. Amazon Web Services (AWS) remains a key growth driver with a 19% YoY revenue increase and improved margins. The firm slightly reduced FY25 estimates but remains optimistic about Amazon’s potential in generative AI and cloud migration.
Barclays (LON:BARC) warned that the AI-driven power stock rally faces risks after DeepSeek's R1 LLM, which requires fewer resources than models from OpenAI, Google (NASDAQ:GOOGL), and Meta (NASDAQ:META). This triggered a sell-off in power stocks like Vistra (NYSE:VST) and Constellation (NASDAQ:CEG), prompting Barclays to recommend hedging against further shocks.
Needham maintained a Hold rating on Tesla (NASDAQ:TSLA), calling it “expensive,” with growth from FSD, Robotaxi, and Robotics already priced in. Projections for 2032 include 31 million Teslas with 56% FSD adoption and $100 billion in Robotaxi bookings, but competition poses challenges.
Lynx Equity sees upside for Super Micro Computer (NASDAQ:SMCI) after raising its price target to $60, citing improved financials, manufacturing capacity, and capital market access. SMCI’s expansions and deployment of Nvidia’s H100 and H200 chips support revenue growth and margins despite potential delays in Blackwell chip rollouts.
