Apple Restores Telegram to App Store After Content Policy Violation 
Airbus Joins Air India A320 Altitude Drop Probe 
Sony, TSMC Eye $6.3 Billion Japan Chip Venture for Next-Gen Image Sensors 
Anthropic Signs $9.1B AI Data Center Deal With Riot Platforms 
Nvidia Secures $500 Billion AI Infrastructure Push With Wall Street Giants 
Meta Ordered to Pay $567M Over Child Safety Violations in New Mexico 
Delta Flight Makes Emergency Landing in Atlanta After Cockpit Fumes Reported 
SEC Clears Path for Data Center Securitizations as AI Financing Demand Surges 
Austal Shares Surge 16% as Hanwha Offers Up to $1.2 Billion for U.S. Shipbuilding Business 
Infineon Raises 2026 Revenue Outlook as AI Data Center Demand Fuels Record Quarterly Sales 
Samsung, SK Hynix Test AMEC Chipmaking Tools for China Backup Plan 
AMP Shares Surge 13% After Strong Profit and A$150 Million Buyback 
Goldman Sachs Sees US Stock Buybacks Outpacing Equity Issuance as AI Funding Rises 
CBA Posts Record A$10.98B Profit Despite Cautious Outlook 
Mercedes-Benz Stock Offers Deep-Value Potential as Citi Sees Recovery Catalysts 
Nintendo Shares Jump as Switch 2 Sales Boost Earnings 
The tech sector experienced significant volatility this week, with major companies seeing sharp movements. Nvidia (NASDAQ:NVDA) plunged over 16% on Monday following the launch of DeepSeek, a Chinese AI platform offering competitive performance at lower costs. The news triggered a broader sell-off in AI-related stocks, impacting Broadcom (NASDAQ:AVGO), Dell (NYSE:DELL), and Super Micro Computer (NASDAQ:SMCI). Morgan Stanley lowered Nvidia’s price target from $166 to $152, citing short-term risks despite strong demand for its upcoming Blackwell products.
Meanwhile, Tesla (NASDAQ:TSLA) defied expectations, posting gains despite missing earnings forecasts. CEO Elon Musk’s bullish outlook, emphasizing autonomous driving and the upcoming "Cybercab," appeared to fuel investor optimism. JPMorgan analysts noted uncertainty over the stock’s rise, speculating it may stem from Musk’s ambitious growth projections, including claims of potential revenue exceeding $10 trillion from a single product.
Microsoft (NASDAQ:MSFT) saw declines after a weaker-than-expected earnings report, with UBS lowering its price target from $525 to $510. The firm cited concerns over Microsoft’s cloud segment, Azure, which has now disappointed for three consecutive quarters. In contrast, Meta (NASDAQ:META) and Apple (NASDAQ:AAPL) both surged after exceeding earnings expectations. Evercore ISI noted Apple’s resilience despite weak China demand, while JPMorgan highlighted Meta’s strong Q4 performance and its long-term AI infrastructure investments.
As AI competition intensifies, investor sentiment remains mixed. While innovation is driving new opportunities, concerns over market disruption continue to impact valuations.
