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Rathbones Group PLC Increases Apple's Shares

Apple breaks 'no-layoff' tradition, cutting about 600 employees globally across several core departments.

Allium Financial Advisors LLC reduces Tesla holdings by 51.1%

Multiple investment firms disclose increased holdings in NVIDIA

Apple's iPhone 16 Leads in Global Smartphone Sales in Q3 2025

Analysis report details the strategic impact of NVIDIA's AI-RAN collaboration with Nokia on 6G.

Microsoft Plans to Increase Xbox Series X|S Production for GTA VI Launch

Tesla begins selling 低价版 Model 3 in Europe

Meta Cutting Metaverse Spending and Shifting to AI Glasses and Wearables

Leader for iPhone 17's Dynamic Island and liquid-repellent glass has reportedly left Apple

Microsoft to Pay Dividend on December 11, 2025

Report shows Tesla's November sales in Japan surged by approximately 70% year-over-year

Amazon Pays 180 Million Euros to Settle Italian Tax and Labor Probes

JPMorgan states DeepSeek V3.2's shift to support domestic hardware poses a challenge to Nvidia

SoftBank's Masayoshi Son discusses plans with the White House to build AI infrastructure in the U.S.

Google Testing Integration of AI Overviews and AI Mode

Nvidia-backed data security firm Cohesity announces $1 billion investment in India

Yadong Hospital collaborates with Microsoft and ATGenomix to build precision medical cloud platform

Google co-founder Sergey Brin donated Alphabet stock worth over $1.1 billion

Barclays reiterates 'Overweight' rating on Microsoft following price increase announcement

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MSFT

Microsoft is updating the Run dialog in Windows 11, adding a modern design and dark mode after 30 years. The refreshed Run prompt fits Windows 11 aesthetics and can be toggled on/off in system settings. It functions as before, allowing app shortcuts. Microsoft hasn't officially announced it yet, but it's expected in upcoming builds.

- Microsoft is updating the design of the Run dialog prompt in Windows for the first time in over 30 years, aligning it with Windows 11 aesthetics.  
- The new design, discovered in preview builds, retains the original functionality while offering a modern look, and users can toggle it on and off in system settings.  
- Although not officially announced, the updated Run prompt is expected to appear in upcoming builds, coinciding with the recent launch of Raycast on Windows.

The Verge

Microsoft

Microsoft finally has a better looking Run dialog for Windows 11

AAPL

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Rathbones Group PLC increased its holdings in Apple Inc. by 2.3% in Q2, owning 2,907,467 shares valued at $596.5 million, making Apple its 7th largest position. Institutional investors own 67.73% of Apple's stock. Apple reported $1.85 EPS for the quarter, beating estimates, with revenue up 8.7% year-over-year. Analysts have mixed ratings on Apple, with price targets ranging from $280 to $325.

- Rathbones Group PLC increased its holdings in Apple Inc. by 2.3% in Q2, owning 2,907,467 shares valued at $596,525,000.  
- Several institutional investors also adjusted their positions in Apple, with notable increases from Financial Futures Ltd and Riverwater Partners LLC.  
- Apple reported a strong quarterly earnings result, with $1.85 EPS and revenue of $102.47 billion, surpassing analyst expectations.

Market Beat

Apple

GraniteShares 2x Long AAPL Daily ETF

Direxion Daily AAPL Bear 1x Shares

Direxion Daily AAPL Bull 2X Shares

T-Rex 2X Long Apple Daily Target ETF

Kurv Yield Premium Strategy Apple Aapl ETF

YieldMax AAPL Option Income Strategy ETF

Rathbones Group PLC Increases Holdings in Apple Inc. $AAPL

AMZN

Amazon's Italian Unit Pays $209 Million Compensation to End Probe Into Tax, Labor Practices

marketscreener

Amazon

Amazon's Italian Unit Pays $209 Million Compensation to End Probe Into Tax, Labor Practices

NFLX

Netflix has won the bidding war to acquire Warner Bros.' studio and streaming business, including HBO Max and rights to brands like Harry Potter and DC Comics, for $30 a share. The deal, which includes a $5 billion break-up fee, must clear regulatory hurdles. Netflix's bid surpassed those from Comcast, Paramount, Amazon, and Apple. This acquisition marks a significant shift for Netflix, as it will now manage one of Hollywood's largest and oldest studios, including its theatrical business.

- Netflix has won the bidding war to acquire Warner Bros.' studio and streaming business, moving into exclusive deal negotiations.  
- The proposed deal includes a $5 billion break-up fee if regulators block the acquisition, with Netflix offering $30 per share for assets like HBO Max and the rights to major franchises.  
- The acquisition faces regulatory scrutiny, particularly from the Department of Justice, and would require Netflix to adapt to managing a significant traditional studio.

Netflix

Warner Bros. Discovery

Netflix wins the bidding war for Warner Bros.

Warner Bros. Discovery has entered exclusive negotiations with Netflix to sell its film studio and HBO Max streaming service, with Warner Bros.' iconic content providing a strong programming resource for Netflix. Netflix's offer of $30 per share implies an equity valuation of Warner's assets of up to $75 billion, and the combined user base of approximately 450 million will raise significant antitrust concerns

- Warner Bros. Discovery is in exclusive negotiations with Netflix to sell its film studio and HBO Max streaming service, potentially transforming the entertainment industry.  
- Netflix has proposed a $5 billion breakup fee if regulators do not approve the deal, with a bid of $28 per share, surpassing competitors like Paramount Skydance.  
- The acquisition could raise significant antitrust concerns, as it would combine Netflix's user base with Warner Bros.' assets, including popular content like HBO shows.

Wallstreetcn

The king of streaming "swallows" a century-old Hollywood establishment: Netflix plans to acquire Warner Bros. film production business and HBO Max

OpenAI

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According to UBS meeting minutes, the AI industry is in the second year of a decade-long super cycle, with market demand being "insatiable and continuously growing." The core contradiction lies in supply bottlenecks rather than insufficient demand. Leading companies such as AMD and CoreWeave are aggressively expanding to meet future demand with hundreds of billions of dollars in orders and deep collaborations (such as AMD with OpenAI and Nebius with Microsoft). This indicates that the high prosperity of the industry chain will continue for several years

- UBS's latest report indicates that the AI industry is in the second year of a decade-long super cycle, with demand growing relentlessly and supply-side bottlenecks being the main issue.  
- Key companies like AMD, CoreWeave, and Nebius express strong growth expectations, with AMD projecting a market size of $1 trillion by 2030 and CoreWeave reporting a backlog of $55 billion in contracts.  
- The overall consensus is that the challenge lies not in demand but in addressing supply constraints, including power and advanced components, to meet the increasing need for computational resources.

Coreweave

UBS Global Technology and AI Conference: AI demand is "insatiable"! AMD declares that we are only in the "second year of a ten-year super cycle."

NVDA

Tip Ranks

NVIDIA

Meta Platforms

Stock Market News Today, 12/5/25 – U.S. Stock Futures Inch Higher Ahead of Key PCE Inflation Data

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GOOG

Apple, Google, Samsung ask India to not accept telecom proposal over privacy concerns and warn of regulatory overreach-sources, document

Alphabet

Samsung Electronics 

Alphabet - C

Apple, Google, Samsung ask India to not accept telecom proposal over privacy concerns and warn of regulatory overreach-sources, document

India is reviewing a proposal for mandatory always-on satellite location tracking in smartphones, opposed by Apple, Google, and Samsung due to privacy concerns. The proposal aims to improve surveillance accuracy but raises significant privacy and security issues. No global precedent exists for such device-level tracking, and the debate has intensified following the revocation of a state-run app mandate. The proposal could turn phones into surveillance devices, sparking concerns among privacy advocates and industry experts.

- India's government is reviewing a telecom industry proposal for mandatory always-on satellite location tracking in smartphones, opposed by major companies like Apple, Google, and Samsung due to privacy concerns.  
- The proposal aims to enhance surveillance capabilities, as current methods provide only approximate locations, but experts warn it could turn devices into dedicated surveillance tools.  
- No global precedent exists for such tracking, and the debate highlights significant legal and security implications for users, including military and judicial personnel.

Reuters

EXCLUSIVE-India weighs greater phone-location surveillance; Apple, Google and Samsung protest