ByteDance Unveils New AI Voice Assistant for ZTE Smartphones 
OpenAI Moves to Acquire Neptune as It Expands AI Training Capabilities 
Senate Sets December 8 Vote on Trump’s NASA Nominee Jared Isaacman 
Sam Altman Reportedly Explored Funding for Rocket Venture in Potential Challenge to SpaceX 
IKEA Expands U.S. Manufacturing Amid Rising Tariffs and Supply Chain Strategy Shift 
Momenta Quietly Moves Toward Hong Kong IPO Amid Rising China-U.S. Tensions 
Amazon and Google Launch New Multicloud Networking Service to Boost High-Speed Cloud Connectivity 
Visa to Move European Headquarters to London’s Canary Wharf 
Apple Appoints Amar Subramanya as New Vice President of AI Amid Push to Accelerate Innovation 
Australia Moves Forward With Teen Social Media Ban as Platforms Begin Lockouts 
Tesla Faces 19% Drop in UK Registrations as Competition Intensifies 
Airbus Faces Pressure After November Deliveries Dip Amid Industrial Setback 
UPS MD-11 Crash Prompts Families to Prepare Wrongful Death Lawsuit 
YouTube Agrees to Follow Australia’s New Under-16 Social Media Ban 
Intel Boosts Malaysia Operations with Additional RM860 Million Investment 
USPS Expands Electric Vehicle Fleet as Nationwide Transition Accelerates 
Rio Tinto Raises 2025 Copper Output Outlook as Oyu Tolgoi Expansion Accelerates 
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.
