--- title: "Consumer Tech News (Feb 9-13): AI Energy Push, And Mixed Tech Earnings Dominate Headlines & More" type: "News" locale: "en" url: "https://longbridge.com/en/news/276009444.md" description: "Amazon launched 32 satellites, intensifying competition with SpaceX. Major tech companies reported earnings that exceeded estimates, including Twilio, Roku, and Applied Materials. The Trump administration paused tech security measures against China ahead of a meeting with Xi Jinping. Intel faced penalties in India for warranty policies, while Infosys expanded its collaboration with ExxonMobil. Electric vehicle sales declined, particularly in China, with Ford anticipating significant EV-related charges. Uber partnered with Mazda and launched a robotaxi service in Abu Dhabi, while Ferrari introduced its first electric supercar." datetime: "2026-02-15T15:00:51.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/276009444.md) - [en](https://longbridge.com/en/news/276009444.md) - [zh-HK](https://longbridge.com/zh-HK/news/276009444.md) generator: "portal-rs" --- # Consumer Tech News (Feb 9-13): AI Energy Push, And Mixed Tech Earnings Dominate Headlines & More The French president celebrated Europe’s most powerful rocket launch after it successfully deployed 32 **Amazon.com Inc.** (NASDAQ:AMZN) Leo satellites into orbit, as **Jeff Bezos** steps up his challenge to **SpaceX’s Starlink**. **Russia’s** government reportedly attempted to fully block WhatsApp in what the messaging service called an effort to drive users to a state-owned surveillance app, according to WhatsApp, which is owned by **Meta Platforms Inc.** (NASDAQ:META). Ahead of the **Donald Trump**–**Xi Jinping** meeting scheduled for April, the Trump administration has reportedly paused several critical technology security measures targeting China. The Trump administration is reportedly pushing the tech giants to publicly commit to a draft compact aimed at ensuring the rapid expansion of energy-intensive data centers does not drive up household electricity costs, strain water resources, or undermine grid reliability. ## Earnings Snapshot **Twilio Inc** (NYSE:TWLO) reported fourth-quarter revenue of $1.37 billion, beating analyst estimates of $1.32 billion and adjusted earnings of $1.33 per share for the quarter, beating estimates of $1.24 per share. **Roku Inc.** (NASDAQ:ROKU) reported quarterly earnings of 53 cents per share, which beat the consensus estimate of 27 cents, and revenue came in at $1.4 billion, which beat the analyst consensus estimate of $1.35 billion. **Applied Materials Inc.** (NASDAQ:AMAT) reported first-quarter revenue of $7.01 billion, beating analyst estimates of $6.87 billion and adjusted earnings of $2.38 per share, beating analyst estimates of $2.20 per share. **Lyft Inc.** (NASDAQ:LYFT) generated $1.59 billion in revenue, falling short of the $1.75 billion analysts expected and adjusted earnings per share of 15 cents, topping the 12-cent consensus. **HubSpot Inc.** (NYSE:HUBS) reported quarterly earnings of $3.09 per share, which beat the analyst estimate of $2.99, and revenue clocked in at $846.75 million, which beat the Street estimate of $830.54 million. **QuantumScape Corp** (NASDAQ:QS) reported a fourth-quarter loss of 17 cents per share, beating estimates for a loss of 18 cents per share. **AppLovin Corp** (NASDAQ:APP) reported fourth-quarter revenue of $1.66 billion, beating analyst estimates of $1.60 billion and earnings of $3.24 per share, beating analyst estimates of $2.95 per share. **Tower Semiconductor Ltd.** (NASDAQ:TSEM) topped fourth-quarter estimates on revenue and earnings as margins surged and demand for silicon photonics accelerated. ## Retail, Restaurant & Entertainment **Netflix Inc** (NASDAQ:NFLX) remains embroiled in a high-stakes bidding war for **Warner Bros. Discovery** (NASDAQ:WBD). **McDonald's Corporation** (NYSE:MCD) is adapting its menu as a growing number of Americans on GLP-1 weight-loss drugs, such as Ozempic and Wegovy, alter portion sizes, snacking habits, and beverage choices. **Amazon.com, Inc.** (NASDAQ:AMZN) announced on Wednesday that it will expand its Same-Day prescription delivery service to nearly 4,500 U.S. cities and towns by the end of 2026. ## Software & Semiconductors India's antitrust regulator imposed a penalty on **Intel Corp** (NASDAQ:INTC) for implementing a discriminatory warranty policy on its boxed microprocessors in the country. **Infosys Ltd**. (NYSE:INFY) announced that it is expanding its strategic collaboration with **ExxonMobil Corp.** (NYSE:XOM) to develop and deploy ExxonMobil Data Center Immersion Fluids, designed to improve energy efficiency and maximize available power in data centers. **Oracle Corp** (NYSE:ORCL) secured an $88 million task order from the United States Department of the Air Force to provide its Oracle Cloud Infrastructure (OCI) services for the Air Force Cloud One program. **Applied Materials** announced that it had settled with the U.S. Department of Commerce’s Bureau of Industry and Security (BIS), resolving allegations that certain shipments to China between November 2020 and July 2022 did not comply with U.S. Export Administration Regulations. Employees at **Salesforce.com Inc** (NYSE:CRM) are reportedly urging CEO **Marc Benioff** to publicly condemn the recent actions of the U.S. Immigration and Customs Enforcement (ICE), while also calling for the prohibition of Salesforce software by immigration agents and support for federal legislation to reform the agency. **Salesforce** stock fell after reports surfaced of recent workforce cuts affecting fewer than 1,000 employees. **ByteDance**, the parent company of **TikTok**, is reportedly developing an artificial intelligence (AI) chip and is in discussions with **Samsung Electronics** (OTC:SSNLF) for its manufacturing. ## Automobile **Electric vehicle (EV)** sales worldwide saw a notable decline in January 2026, largely due to a significant drop in the Chinese market, which has been a major player in the EV sector. **Ford Motor Co.** (NYSE:F) shared that it anticipates over $7 billion in EV-related charges in 2026 and 2027 amid a strategy pivot at the company’s fourth-quarter earnings call. **Xiaomi Corp.** (OTC:XIACF) (OTC:XIACY)outsold **Tesla Inc.** (NASDAQ:TSLA) in China’s electric vehicle market in January, with its YU7 SUV delivering more than double the sales of the U.S. EV maker's Model Y. **Uber Technologies, Inc.** (NYSE:UBER) announced Thursday that the company is teaming up with Mazda to enhance customer experience at U.S. dealerships. **WeRide** (NASDAQ:WRD) aims to double its fleet at least this year, leveraging artificial intelligence to cut costs and move closer to profitability, Chief Executive Officer **Tony Han** told the Wall Street Journal. **WeRide** and **Uber** announced the launch of Abu Dhabi’s first commercial robotaxi service in the city center. **Baidu, Inc.** (NASDAQ:BIDU) on Tuesday announced a significant partnership with **Uber** to bring its Apollo Go autonomous ride-hailing service to Dubai. Italian automaker **Ferrari NV** (NYSE:RACE) has unveiled its first-ever electric supercar, which is designed by former **Apple** design head **Jony Ive**. **Nio Inc** (NYSE:NIO) is recalling 246,229 vehicles due to a software issue that poses safety risks, marking the largest recall by a domestic electric vehicle maker. ## Smartphones **Andrew Ferguson**, the **Federal Trade Commission** (FTC) Chairman, has written a letter to **Apple Inc.** (NASDAQ:AAPL) CEO **Tim Cook** expressing concerns about alleged political bias in the company's news service. **Apple** secured a courtroom win after a jury rejected claims from **Optis Wireless** that the **iPhone** maker infringed its 4G wireless patents. **Apple Inc.** (NASDAQ:AAPL) could be in for an exciting 2026 with the release of new smartphones and the celebration of record financial results. The company will also reach its century in business in 2026. ## Artificial Intelligence (AI) **Elon Musk** slammed AI startup **Anthropic** for alleged bias and misanthropy after the company announced a $30 billion funding round, pushing its valuation to $380 billion. **Anthropic** has announced a $20 million donation to Public First Action, a bipartisan organization focused on advancing AI governance and public education.  **Anthropic** said that it will shoulder the full cost of electricity price increases linked to its growing network of U.S. data centers, pledging that households won’t be left paying for AI’s expanding energy footprint. **Robo.ai Inc.** (NASDAQ:AIIO) announced a significant commercial order for its Embodied AI data collection strategy. **Alphabet Inc.** (NASDAQ:GOOGL) (NASDAQ:GOOG) subsidiary **Google** **DeepMind** CEO **Demis Hassabis** said artificial intelligence could trigger a “new golden era of discovery” within the next decade, transforming medicine, energy, and even space exploration. **Elon Musk** said that his artificial intelligence company **xAI** has undergone a restructuring following a wave of co-founder departures. **C3.ai, Inc.** (NYSE:AI) disclosed a strategic collaboration with **Ericsson**‘s (NASDAQ:ERIC) Vonage to launch the C3 AI Field Services module. TikTok parent ByteDance has launched its latest generative AI image model, **Seedream 5.0**, aiming to compete with Google's Nano Banana image editor at a more affordable price. French AI startup **Mistral AI** unveiled a €1.2 billion ($1.43 billion) investment with Swedish company **EcoDataCenter** to bolster Sweden's digital infrastructure. **OpenAI** may face significant fines after a watchdog group alleged the company violated California’s new AI safety law with the release of its latest coding model, GPT-5.3-Codex. **OpenAI** started testing advertising inside **ChatGPT** for U.S. users on its **Free** and **Go** plans, saying the move will not influence responses or compromise user privacy. ### Related Stocks - [ROKU.US](https://longbridge.com/en/quote/ROKU.US.md) - [XOM.US](https://longbridge.com/en/quote/XOM.US.md) - [UBER.US](https://longbridge.com/en/quote/UBER.US.md) - [INFY.US](https://longbridge.com/en/quote/INFY.US.md) - [RACE.US](https://longbridge.com/en/quote/RACE.US.md) - [TWLO.US](https://longbridge.com/en/quote/TWLO.US.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [UBEW.US](https://longbridge.com/en/quote/UBEW.US.md) - [AMZW.US](https://longbridge.com/en/quote/AMZW.US.md) - [AMZU.US](https://longbridge.com/en/quote/AMZU.US.md) - [IBOT.US](https://longbridge.com/en/quote/IBOT.US.md) - [CARZ.US](https://longbridge.com/en/quote/CARZ.US.md) - [BOTZ.US](https://longbridge.com/en/quote/BOTZ.US.md) - [ARKQ.US](https://longbridge.com/en/quote/ARKQ.US.md) - [ROBO.US](https://longbridge.com/en/quote/ROBO.US.md) - [IXN.US](https://longbridge.com/en/quote/IXN.US.md) - [AMZZ.US](https://longbridge.com/en/quote/AMZZ.US.md) - [UBRL.US](https://longbridge.com/en/quote/UBRL.US.md) ## Related News & Research - [Intel (INTC) Stock Looks Above Fair Value After Its 256% Run](https://longbridge.com/en/news/299431661.md) - [Amazon's secret weapon against Walmart could be a massive blitz in same-day delivery](https://longbridge.com/en/news/299352757.md) - [Aurora 10% Owner Sold Shares Worth Over $182M](https://longbridge.com/en/news/299368181.md) - [Greenbrier Partners Capital Management LLC Takes $147.57 Million Position in Amazon.com, Inc. $AMZN](https://longbridge.com/en/news/299546122.md) - [9,300 Shares in Amazon.com, Inc. $AMZN Purchased by Caldwell Investment Management Ltd.](https://longbridge.com/en/news/299409918.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**