Nasdaq Proposes Fast-Track Rule to Accelerate Index Inclusion for Major New Listings 
Baidu Approves $5 Billion Share Buyback and Plans First-Ever Dividend in 2026 
CK Hutchison Launches Arbitration After Panama Court Revokes Canal Port Licences 
SpaceX Prioritizes Moon Mission Before Mars as Starship Development Accelerates 
Instagram Outage Disrupts Thousands of U.S. Users 
Sony Q3 Profit Jumps on Gaming and Image Sensors, Full-Year Outlook Raised 
Nvidia, ByteDance, and the U.S.-China AI Chip Standoff Over H200 Exports 
Alphabet’s Massive AI Spending Surge Signals Confidence in Google’s Growth Engine 
Jensen Huang Urges Taiwan Suppliers to Boost AI Chip Production Amid Surging Demand 
Global PC Makers Eye Chinese Memory Chip Suppliers Amid Ongoing Supply Crunch 
FDA Targets Hims & Hers Over $49 Weight-Loss Pill, Raising Legal and Safety Concerns 
Elon Musk’s SpaceX Acquires xAI in Historic Deal Uniting Space and Artificial Intelligence 
OpenAI Expands Enterprise AI Strategy With Major Hiring Push Ahead of New Business Offering 
Nvidia Nears $20 Billion OpenAI Investment as AI Funding Race Intensifies 
TSMC Eyes 3nm Chip Production in Japan with $17 Billion Kumamoto Investment 
Palantir Stock Jumps After Strong Q4 Earnings Beat and Upbeat 2026 Revenue Forecast 
Nvidia Confirms Major OpenAI Investment Amid AI Funding Race 
This week, major analyst firms made significant calls on AI-driven stocks, impacting Apple (NASDAQ:AAPL), Meta (NASDAQ:META), Tesla (NASDAQ:TSLA), and AMD (NASDAQ:AMD).
Oppenheimer downgraded Apple from Outperform to Perform, citing weaker iPhone sales and rising competition in China. The firm cut its FY26 EPS estimate to $7.95 and expects revenue of $438 billion, down from $456 billion. Analysts remain skeptical about Apple’s AI-driven upgrade cycle, seeing limited upside at its current 29.2x valuation multiple.
Benchmark upgraded Meta to Buy with an $820 price target, citing AI-driven ad growth and operational efficiencies. The firm expects Meta’s AI engineering agents to drive innovation and forecasts its U.S. ad market share to reach 24.3% in 2025. Revenue estimates for 2025 were raised to $190.9 billion, with cost guidance remaining at the lower end of projections.
Piper Sandler reaffirmed an Overweight rating on Tesla, dismissing concerns about DeepSeek’s AI advancements. The firm highlighted Tesla’s advantage in camera-based AI and Full Self-Driving (FSD) technology, noting Chinese automakers lag behind by 5-10 years. Tesla’s fleet-generated data remains a competitive edge in autonomous driving.
Melius Research downgraded AMD to Hold, cutting its price target to $129. Analysts warned that Nvidia’s (NASDAQ:NVDA) Arm-based CPUs could disrupt AMD’s market share, with MI300X GPUs facing adoption challenges. AMD’s long-term growth forecast was lowered, with expectations of only 3% PC CPU revenue growth by 2027.
Wedbush’s Dan Ives dismissed DeepSeek’s AI as a minimal threat, reaffirming confidence in Nvidia, Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOGL). He sees the sell-off as a buying opportunity, emphasizing the dominance of U.S. AI firms in enterprise applications and infrastructure.
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