DeepSeek AI Overtakes ChatGPT as Top App in U.S. App Store 
Ben & Jerry’s Accuses Unilever of Suppressing Social Mission Statements 
Meta Faces Growing Pressure as Chinese AI DeepSeek Challenges Industry Giants 
TikTok Users Left in Limbo as App Store Ban Continues in the US 
Meta Joins $10 Billion Databricks Funding Round Amid AI Boom 
Indonesia Nears Agreement with Apple to End iPhone 16 Sales Ban 
Oracle Leads Gains as OpenAI Unveils $500B AI Initiative 
Mediobanca to Review Unsolicited Bid from MPS Amid Market Concerns 
Trump Issues Order to Solidify U.S. Dominance in AI Innovation 
Kia Reports Record 2024 Profits and Sets Ambitious 2025 Targets 
TikTok Ban in the U.S.: What’s Next for the Popular App? 
Google Invests $1B More in Anthropic to Boost AI Race 
Rivian to Revolutionize Driving with 2025 Hands-Free Tech 
Global EV Demand to Offset Impact of U.S. Policy Rollback on Lithium Market 
Trump Administration Eyes Oracle-Led TikTok Deal Amid Security Concerns 
HTC Sells XR Unit to Google for $250 Million 
OpenAI Partners with Tech Giants on $500 Billion AI Infrastructure Initiative 
This week, top analysts shared key updates on artificial intelligence (AI) sector leaders, highlighting opportunities and challenges for investors.
UBS remains bullish on Nvidia (NASDAQ:NVDA), dismissing supply chain concerns and Blackwell server rack challenges as “overblown.” Analysts point to improved chipset yields, enhanced supply chain dynamics, and on-track rack shipments, boosting confidence in Nvidia's 2025 outlook.
Apple Inc. (NASDAQ:AAPL) faced downgrades from Jefferies and Loop Capital, sending its stock down 4%. Jefferies lowered its price target, citing weak iPhone sales, limited AI adoption, and muted demand for iPads and MacBooks. Analysts forecast Apple may miss Q1 earnings and revenue growth targets, with challenges persisting in the March quarter.
Wedbush raised Tesla Inc.’s (NASDAQ:TSLA) price target to $550, the highest on Wall Street, citing strong delivery demand, growth in autonomous driving, and AI initiatives. Analysts project Tesla’s AI-driven opportunities could create a $1 trillion market, further boosting its valuation. The firm also noted the potential of Tesla's humanoid robot Optimus as a future catalyst.
Salesforce Inc. (NYSE:CRM) received a boost from Bank of America, which highlighted its AI product, Agentforce. While revenue growth slowed to 8% in FY25, analysts anticipate a rebound to 12-13% by FY26, driven by improving software spending trends and Agentforce's contributions.
Market research firm Capital Economics predicts the S&P 500 could reach 7,000 by 2025, buoyed by a $500 billion Stargate joint venture supporting AI infrastructure under the Trump administration. The initiative is expected to drive significant AI investment in the U.S., fostering rapid growth within the index.
Investors are closely monitoring these AI-driven opportunities for future gains.
