The Future Fund Active ETF

Meta AI Team Releases Breakthrough Multimodal Reward Model for Accurate Text and Image Evaluation

European Commission Extends Market Authorization for Tremfya

Wedbush expects Microsoft to achieve growth driven by AI in 2026

JPMorgan Acquires PRS REIT PLC Holdings Exceeding 8%

Alphabet Acquires Intersect for $4.75 Billion to Enhance Data Center and Energy Infrastructure

Amazon Web Services (AWS) Embraces the AI Agent Era with Full-Stack Innovation

Amazon Team Makes New Progress in Humanoid Robot Capabilities

Citigroup Stock Options Trading Optimistic, Up 1.38%

European Commission Approves Janssen's TREMFYA® for Pediatric Psoriasis

Amazon's annual global cloud computing conference, AWS re:Invent, will be held from November 30 to December 4, 2026

Meta's data center sparks environmental concerns over high water consumption, may cause land subsidence.

Tech Company Launches 1.6T OSFP Modules for InfiniBand AI Networks

Meta's AI R&D team reportedly faces challenges with talent attrition

Nadella Announces Development of Copilot Consumer Version

Apple and Google Adjust Payment Policies in Japan to Comply with New Legislation

US Government's 25% Fee on NVIDIA's H200 Chip Exports to China Sparks Controversy

JPMorgan Chase Considers Offering Cryptocurrency Trading to Institutional Clients

Sources say Nvidia plans to start delivering H200 chips to China from mid-February

Hackers Exploit Microsoft OAuth Vulnerability to Bypass MFA and Hijack Enterprise Accounts, Report Says

Microsoft China to hold a webinar on Microsoft 365 Copilot

Haoxin

Starfighters Space

Sidus Space

Jyong Biotech

Hycroft Mining

Autozi Internet Tech Global

Tradr 2X Long QBTS Daily ETF

Creative Media & Community Trust

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MSFT

AMZN

Mexico's data center boom is driving a reliance on fossil fuels due to insufficient renewable energy infrastructure. Big Tech companies like Microsoft and Amazon are using natural gas and diesel to meet energy demands, exacerbating pollution. Despite pledges to increase renewable energy, Mexico's grid modernization lags behind AI needs, with data centers expected to require 1.5 GW by 2030. The transition to clean energy is slow, impacting local residents with power cuts and pollution.

- Mexico is experiencing a surge in data centers driven by the demand from Big Tech, but a lack of renewable energy has led to increased reliance on fossil fuels like oil and natural gas.  
- A reported shortfall in green power has strained the country’s power infrastructure, pushing companies to utilize temporary solutions such as natural gas generators, despite commitments to transition to renewable energy.  
- By 2030, the data center industry is projected to demand significant power supply, raising concerns about the environmental impact and the country's ability to meet growing energy needs sustainably.

Reuters

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FEATURE-AI data boom in Mexico fuels rise in dirty energy

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Danny Moses, known for betting against the 2008 housing market, warns of a bubble in the AI market, comparing it to the dot-com era. He advises investing in large tech firms like Amazon, Google, Meta, and Microsoft due to their strong cash flow. Moses is cautious about companies like Oracle, Super Micro Computer, and CoreWeave. He is bullish on uranium for AI's energy needs but notes infrastructure development will be slow.

- Danny Moses expressed concerns about a potential bubble in the AI market, comparing it to the dot-com era, while acknowledging AI as a long-term growth trend.  
- He advised investors to be selective, favoring large technology companies like Amazon, Google, Meta, and Microsoft for their strong cash flow, in contrast to riskier smaller firms.  
- Moses remains optimistic about uranium as a beneficiary of AI’s energy needs, while cautioning that the development of necessary infrastructure will take longer than anticipated.

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Oracle

Meta Platforms

Alphabet - C

Alphabet

Big Short Investor Danny Moses Warns about AI: 'The Math Isn't Working'

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The article highlights Nvidia, Alibaba, and Nu Holdings as promising stocks to hold for the next 20 years. Nvidia's growth is driven by AI chips, despite trade restrictions in China. Alibaba benefits from its e-commerce platforms and AI chip development, while Nu Holdings is expanding its fintech services in Brazil, Mexico, and Colombia. All three stocks are considered undervalued relative to their growth potential.

- Stocks are experiencing significant gains, with Nvidia, Alibaba, and Nu Holdings outpacing the S&P 500.  
- Nvidia has a market cap of $4.4 trillion and is a leader in AI chip production, predicting impressive revenue growth despite trade challenges in China.  
- Alibaba benefits from its e-commerce dominance with solid growth in cash flow for investments, while Nu Holdings is rapidly expanding its fintech services in Latin America.

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NU Holdings

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3 Soaring Stocks to Hold for the Next 20 Years

Johnson & Johnson Says EC Extends Marketing Authorization for Tremfya

marketscreener

Johnson & Johnson

Johnson & Johnson Says EC Extends Marketing Authorization for Tremfya

Meta's Threads app introduces a feature for podcasters to share episode previews in users' feeds, aiming to attract podcasters and their fans. Threads hosts live podcast events to spark discussions, competing with platforms like Reddit and Discord. Analysts have a Strong Buy consensus on META stock, with a 25.7% upside potential.

- Meta's Threads app is introducing a feature allowing podcasters to share short episode previews directly in users' feeds, aimed at increasing usage among podcasters and listeners.  
- The app is hosting live podcast events to foster community engagement, leveraging podcasters' strong opinions to spark conversations.  
- Despite facing competition from platforms like Reddit and Discord, analysts rate META stock as a Strong Buy, signaling positive market sentiment.

Why Meta's Threads Is Betting on Podcasters to Attract Users

PRS REIT PLC has issued a TR-1 notification regarding major holdings. JPMorgan Chase & Co. has acquired or disposed of voting rights and financial instruments, crossing the threshold on 18-Dec-2025. The total voting rights held are 8.015741%. The notification includes details of the controlled undertakings and financial instruments involved.

London Stock Exchange

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REG - PRS REIT PLC (The) JPMorgan Chase & Co - TR-1 Notification

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Microsoft is expected to see significant AI-driven growth by 2026, according to Wedbush analyst Dan Ives. He reaffirmed an Outperform rating and a $625 price target for the stock. Ives believes Microsoft's Azure growth and AI deployments are underestimated by the market. Over 70% of Microsoft's installed base is expected to adopt AI functionality within three years, changing the company's growth trajectory.

- Microsoft Corp is poised for an AI-driven transition as it heads into 2026, with analysts highlighting its potential.  
- Analyst Dan Ives maintains an Outperform rating and a $625 price target, suggesting that skepticism about Microsoft's AI growth may be misplaced.  
- With over 70% of its installed base expected to adopt AI functionalities by 2028, Microsoft's Azure growth is seen as underestimated, indicating a favorable outlook for the company.

benzinga_article

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This Microsoft Analyst Expects 2026 To Be A 'Big AI Driven Growth Year' That Will Surprise Investors

JPMorgan is reviewing its markets division's handling of crypto products, driven by increased client demand following regulatory changes. The plans are in early stages and not public yet. JPMorgan has historically avoided direct crypto trading but is now considering it, reflecting a policy of access rather than endorsement. Other banks like Standard Chartered and Intesa Sanpaolo have already launched crypto trading services.

Cryptopolitan

JPMorgan reviews crypto trading plans as client demand grows