Alphabet’s Massive AI Spending Surge Signals Confidence in Google’s Growth Engine 
TSMC Eyes 3nm Chip Production in Japan with $17 Billion Kumamoto Investment 
SpaceX Reports $8 Billion Profit as IPO Plans and Starlink Growth Fuel Valuation Buzz 
Baidu Approves $5 Billion Share Buyback and Plans First-Ever Dividend in 2026 
SpaceX Prioritizes Moon Mission Before Mars as Starship Development Accelerates 
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 
Ford and Geely Explore Strategic Manufacturing Partnership in Europe 
Rio Tinto Shares Hit Record High After Ending Glencore Merger Talks 
Elon Musk’s Empire: SpaceX, Tesla, and xAI Merger Talks Spark Investor Debate 
Nvidia CEO Jensen Huang Says AI Investment Boom Is Just Beginning as NVDA Shares Surge 
Tencent Shares Slide After WeChat Restricts YuanBao AI Promotional Links 
AMD Shares Slide Despite Earnings Beat as Cautious Revenue Outlook Weighs on Stock 
TrumpRx Website Launches to Offer Discounted Prescription Drugs for Cash-Paying Americans 
Instagram Outage Disrupts Thousands of U.S. Users 
Amazon Stock Rebounds After Earnings as $200B Capex Plan Sparks AI Spending Debate 
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.
