Supreme Court to Hear Cisco Appeal on Alien Tort Statute and Human Rights Liability 
Taiwan Issues Arrest Warrant for OnePlus CEO Over Alleged Illegal Recruitment Activities 
South Korea Exports Hit Record High as Global Trade Momentum Builds 
Nvidia Denies Upfront Payment Requirement for H200 AI Chips Amid China Export Scrutiny 
Zhipu AI Launches GLM-Image Model Trained on Huawei Chips, Boosting China’s AI Self-Reliance Drive 
China Considers New Rules to Limit Purchases of Foreign AI Chips Amid Growing Demand 
EU Orders Elon Musk’s X to Preserve Grok AI Data Amid Probe Into Illegal Content 
USDA $12 Billion Farm Aid Program Draws Mixed Reactions from Row Crop Farmers 
AbbVie Commits $100 Billion to U.S. Investment in Drug Pricing Deal With Trump Administration 
Lynas CEO Amanda Lacaze to Retire After 12 Years as Rare Earths Demand Grows 
xAI Cash Burn Highlights the High Cost of Competing in Generative AI 
Citi Forecasts a Volatile but Ongoing Bull Market for S&P 500 in 2026 
BlackRock to Cut Around 250 Jobs as CEO Larry Fink Pushes Strategic Shift 
South Korea Factory Output Misses Forecasts in November Amid Ongoing Economic Uncertainty 
U.S. Stock Index Futures Steady as Markets Await Fed Policy Clues in Holiday-Thinned Trade 
Trump Considers Starlink to Restore Internet Access in Iran Amid Protests 
This week saw significant analyst updates on AI-related stocks, focusing on Tesla, AMD, Salesforce, and Adobe.
Tesla Downgraded on Execution Risks
Bank of America downgraded Tesla (NASDAQ:TSLA) to Neutral, citing execution risks. Despite a raised price target of $490, analysts see Tesla's robotaxi service as its largest growth driver, with potential global value exceeding $800 billion by 2025. Tesla’s Full Self-Driving (FSD) technology, projected to generate $480 billion in value by 2040, offers a competitive edge. Upcoming catalysts include new vehicle launches, robotaxi rollout, and Megapack production in 2025.
AMD Struggles in AI GPU Market
HSBC downgraded AMD (NASDAQ:AMD) to Reduce, slashing its price target to $110. Analysts expressed concerns over AMD’s competitive positioning in the AI GPU market, highlighting weak demand for its MI325 GPU and delays in rivaling Nvidia's (NASDAQ:NVDA) platform. With lowered revenue projections, AMD’s AI market growth appears limited until late 2025.
Salesforce: Top AI Pick for 2025
Needham named Salesforce (NYSE:CRM) its top Enterprise Software pick for 2025, raising its price target to $400. Optimism surrounds Salesforce's Agentforce initiative, which is integral to enterprise deals. Accelerated hiring of AI-focused sales reps and a “halo effect” benefiting products like Mulesoft signal robust growth potential.
Adobe Faces AI Monetization Challenges
Deutsche Bank downgraded Adobe (NASDAQ:ADBE) to Hold, citing delayed financial benefits from its AI tools like Firefly. Analysts noted slowing revenue growth and a cautious outlook on Adobe’s ability to monetize generative AI effectively in the near term.
As AI adoption accelerates, 2025 is poised as a critical year for the industry. Investors are encouraged to monitor these key players shaping the future of AI-driven innovation.
